The Office of Planning and Budget executes the USPTO’s annual budget to achieve optimal performance across all agency business units. Its Performance and Planning page includes useful budgetary and performance information, including the President's Budget, USPTO Strategic Plan, Agency Financial Report, Annual Performance Plan and Annual Performance Report, and information on rulemaking processes related to the setting and adjusting of patent and trademark fees.
Acting Director: Michelle Rahn
Budget Formulation and Performance Management Division
The Budget Formulation and Performance Management Division is responsible for development and production of the USPTO’s budget, including annual requests to the Office of Management and Budget and Congress, performance measurement, management of Office of Inspector General and Government Accounting Office audits, management and production of the USPTO Strategic Plan, and management of agency administrative orders.
Director: Katrina Anwar
Budget Execution Division
The Budget Execution Division is responsible for coordination of agency-wide operational spend plans, assessments and evaluations of budgetary and financial resources, and management of budget controls and reporting in accordance with applicable laws and regulations.
Director: Vacant, please contact Michelle Rahn
Forecasting and Analysis Division
The Forecasting and Analysis Division is responsible for forecasting current and future fee collections, workload forecast modeling, coordination and management of biennial reviews of user fees as required by the CFO Act, management of agency fee setting efforts, developing and distributing workload and fee collections reports, and performing data analytics to support the efforts of all internal office divisions.
Director: C. Brett Lockard