Office of Financial Management Systems

Local
571-272-6400
Fax
571-273-0159

The Office of Financial Management Systems (OFMS) develops and operates financial IT solutions via strategic planning; budgeting; investment, acquisition, and database management; and customer support. 

Acting Director: Carol Stout 

Core Financial Management Products Division

The Core Financial Management Products Division is responsible for the provision and management of core financial system procured through the Treasury Quality Service Management Office, along with complimentary acquisition and travel systems. 

Director: Vacant, please contact Aarati Verma 

Fee Management Products Division

The Fee Management Products Division is responsible for the provision and management of the fee collection systems. These systems support interaction with the USPTO customer community and integrate with various patent and trademark business systems. Fee collections are processed through integrations with U.S. Treasury systems.

Director: Vacant, please contact Aarati Verma

Planning and Budgeting Products Division

The Planning and Budgeting Products Division is responsible for the provision and management of planning and budgeting systems. These systems support USPTO fee forecasting and fee setting. These systems also support USPTO spending plans, activity-based costing, and relationships between spending and fee generation, providing a full picture of the USPTO business model. 

Director: Christopher Tegarden

Information Delivery Products Division

The Information Delivery Products Division is responsible for the provision and management of reporting and analytical tools including an enterprise data warehouse with integrated USPTO financial management, human resources, administrative, and business production data. In addition, this division provides a financial management content repository and a portal for delivering various types of information to internal USPTO stakeholders. 

Director: Kevin Donahoe