PTAG RFI: Seeking Contractor for USPTO Asset Management Program Support Services

Questions & Answers / Clarifications

This document contains responses to questions submitted by potential vendors regarding the USPTO's Asset Management program, likely in preparation for a future solicitation. It clarifies aspects of the current environment, requirements, and expectations.

• Financial Reconciliation Scope: Reconciliation extends beyond the asset management environment to include alignment with official federal financial systems of record.
• RFID Hardware: Existing RFID hardware will be provided as Government-Furnished Equipment; contractor procurement is not expected unless specified.
• ServiceNow Configuration: Contractors are not expected to hold independent configuration or development authority within the ServiceNow environment; the USPTO platform team retains governance.
• Key Personnel: The USPTO requires 5 Key Personnel (Project/Program Manager, IT Asset Management Specialist, Surplus/Property Disposal Specialist, Service SME/RFID, Data Analyst) and recommends 4 IT inventory specialists.
• Asset Inventory: The current estimated total inventory count is 100,000 assets, with approximately 90% RFID-tagged and 10% barcode-only. The RFID read-rate accuracy is 90+%.
• Reporting Requirements: Reporting is a combination of operational, financial, and compliance-driven.
• ServiceNow Modules: Current modules in use include HAM Pro, CMDB, and ITSM, with an interest in leveraging AI and potentially HAM in the future. The USPTO is open to modernization.
• IBM TRIRIGA: The scope of work for supporting IBM TRIRIGA and the migration to MAS/MREF 9.x will be detailed in the final SOW included in the solicitation.
• Past Performance: While this is market research, offerors should provide at least two relevant commercial/private sector past performance references.

This Q&A document provides crucial details that will inform bidders on the existing infrastructure, required personnel, asset management processes, and specific system environments (ServiceNow, IBM TRIRIGA). Bidders should use this information to tailor their proposals to meet the USPTO's stated needs and expectations.

Request for Information (RFI) / Sources Sought

This document is a Sources Sought Notice (SSN) / Request for Information (RFI) issued by the U.S. Patent and Trademark Office (USPTO) for market research purposes only. The USPTO is seeking information on contractor capabilities to provide comprehensive Asset Management Program Support Services, including extensive use of the ServiceNow platform. This RFI is not a solicitation and does not commit the government to any contract.

The abridged Statement of Work (SOW) outlines the following key responsibilities for a contractor:

• Inventory Support: Executing fiscal year asset management guidelines, collaborating with the OCIO ServiceNow team, monitoring asset attestation, performing inventory scans, maintaining inventory accuracy (95-98%), auditing unverified/false assets, generating property custodian reports, developing tracking documents, and coordinating asset movement.

• Product Categorizations Maintenance: Identifying and maintaining product categorizations for USPTO assets.

• Property Custodian Administration: Generating the Official Property Custodian Listing.

• Surplus/Excess Maintenance: Updating the Asset Management System of Record for assets in the surplus-excess process, monitoring and resolving tickets, and coordinating surplus tasks.

• System Functionality and Testing: Providing support and testing for system changes and enhancements related to the Asset Management System of Record and ServiceNow.

• RFID Hardware, Maintenance: Providing maintenance, configuration, and management of RFID hardware and systems for tracking materials.

• Archive Administration: Archiving configuration data (CFGs) and CDs according to USPTO business rules.

• Field Technician Administration: Maintaining Field Technician identifications (CFGT tags).

• Contractor Quality Assurance: Performing quality assurance verifications and data quality control tasks.

• Financial Reconciliation: Performing financial reconciliation activities.

• Standard and Custom Reports: Maintaining Asset Management reports and working with the ServiceNow team for reporting.

• The potential contract is anticipated to be for five years.

• Place of Performance includes USPTO-controlled facilities, contractor-leased facilities, and remote work upon approval.

• This is a market research effort to identify potential contractors for an alternative competition.

• Responses should include contractor name, address, SAM UEI, POC information, FSS Schedule/VETS2 GWAC numbers (if applicable), certifications, a tailored capability statement, information on subcontracting/teaming, past performance, and civilian customer/Government Agency contact information.

• Not specified in this RFI, but the USPTO is exploring an "Alternative Competition Method."

• Questions Due: Wednesday, April 1, 2026, 1:00 PM ET

• Responses Due: Wednesday, April 15, 2026, 1:00 PM ET

• Email for Questions & Responses: Kendall.jones1@uspto.gov and Christopher.ward@uspto.gov

• NAICS Code: 541519 – Other Computer Related Services

• PSC Code: R799 Support—Management: Other

Request for Information (RFI) / Sources Sought

This document is a Sources Sought Request for Information (RFI) for market research purposes only. The U.S. Patent and Trademark Office (USPTO) is seeking information on commercial sources capable of providing comprehensive Asset Management Program Support Services. This includes extensive use of the ServiceNow platform. The goal is to understand industry capabilities, identify potential providers, and inform future acquisition decisions. This RFI is not a solicitation and does not commit the Government to any contract.

This RFI includes an abridged Statement of Work (SOW) outlining the anticipated requirements. Key areas include:

• Inventory Support: Executing fiscal year asset management guidelines, collaborating with IT on asset attestation, performing inventory scans, maintaining inventory accuracy (95-98%), auditing unverified/false assets, generating property custodian reports, developing tracking documents, and supporting asset movement.

• Product Categorizations Maintenance: Identifying and categorizing USPTO assets for tracking and barcoding.

• Property Custodian Administration: Generating official Property Custodian listings.

• Surplus/Excess Maintenance: Updating the asset management system for surplus/excess assets, monitoring tickets, and coordinating surplus tasks.

• System Functionality and Testing: Providing support and testing for the Asset Management System of Record, ServiceNow, and other related technologies.

• RFID Hardware Maintenance: Maintaining RFID/asset tracking hardware, configuring and maintaining the RFID system.

• Archive Administration: Archiving configuration data (CFGs) and other records.

• Field Technician Administration: Maintaining Field Technician identification tags.

• Contractor Quality Assurance: Performing quality assurance verifications and data quality control tasks.

• Financial Reconciliation: Performing financial reconciliation activities.

• Standard and Custom Reports: Maintaining asset management reports and working with the ServiceNow team.

• The anticipated contract period is five years.

• Place of Performance includes USPTO-controlled facilities, contractor-leased facilities, and remote work upon approval.

• Questions Due: Wednesday, April 1, 2026, at 1:00 PM ET.

• Responses Due: Thursday, April 9, 2026, at 1:00 PM ET.

• Responses should be submitted via email to Kendall.jones1@uspto.gov and Christopher.ward@uspto.gov.

• Respondents should provide contractor name, address, SAM UEI, POC information, FSS/GWAC numbers (if applicable), certifications, a tailored capability statement, information on subcontracting/teaming, past performance, and civilian customer/government agency contact information.

• This RFI is under NAICS 541519 – Other Computer Related Services.

• The government is exploring Alternative Competition Method.

• This RFI is for informational and planning purposes only.

• Responses are not offers and will not be accepted to form a binding contract.

• Responders are responsible for all associated expenses.