Patent License Agreement Audit Services

The Defense Health Agency Medical Research and Development (DHAMR&D) Office of Research Technology Applications (ORTA) is seeking a licensee royalty auditing firm to conduct annual audits of 1-2 patent license agreements. The agency requires a contractor to independently review sales and financial records of technology licensees, ensuring proper royalty calculations and compliance with licensing terms. Interested vendors must submit a detailed capability statement by May 16, 2025, at 10:00 AM ET to Richard Trunnell via email, with responses limited to 10 pages. The capability statement must include company information, Unique Entity ID, CAGE Code, current government contract vehicles, relevant experience, and capabilities matching the audit requirements. Respondents must be registered in the System for Award Management (SAM) and can provide insights into industry best practices.

This pre-solicitation notice does not have a specific set-aside designation and covers administrative management consulting services under NAICS code 541611. The contract will involve auditing 88 active license agreements, with potential audit complexity categorized into four levels (A, B, C, and D) based on factors like number of patents, sales territory, product complexity, and licensee structure. Key personnel requirements include a Project Manager/Director and Senior Consultant, with specific guidelines for personnel substitution. The services are classified as non-personal and severable, falling under Category 2: Program Management Support. While no specific award value is mentioned, the scope involves comprehensive audit reporting, developing a Program Management Plan, creating a Quality Control Plan, and potentially executing an outgoing transition plan for the patent license agreement audits.