"At Cost" Recordation of Assignments and Related Transactions Background The Patent and Trademark Office (PTO) offers "expedited local service" for three well-defined products: patent and trademark copies; certified copies of both patent and trademark applications-as-filed; and certified copies of trademark registrations (status and title). Customers can routinely order these expedited services which are specifically identified by separate codes in the Office's fee schedule. The Office's fee schedule does not specifically provide for other expedited service relating to delivery of documents or other products, largely because of the uncertainty and risk involved in promising services for which either the media/papers to satisfy the order or PTO staff support might not be available. "At Cost" Services for Recording Assignments and Related Transactions Assignments are processed and recorded on a "first in/first out" basis from the date of receipt in the Assignment Division. While PTO does not routinely and specifically offer expedited service to record assignments, it has recognized that there are situations, such as pending litigation or commercial transactions, which require other than "first in/first out" processing in order to meet a most urgent judicial or contractual deadline. Accordingly, the Office of Public Records (OPR) practice has been to receive and process these requests on a case-by case basis and to assess fees based on the statutory recordation fee (481,482, 581), plus a combination of "Labor Services" (484, 584) and "Other Services at Cost" (485,585). This has been referred to commonly as "at cost" recordation. Turnaround time for this extraordinary recordation service is dependent on the scope and complexity of the specific request, staff resources which can be diverted, and other priority work in inventory. While every effort will be made to assist all customers, the PTO cannot always guarantee delivery of recorded documents on or before requested dates. Requests for "at cost recordation" must be hand delivered or sent via overnight courier directly to OPR in the North Tower Building: U.S. Patent and Trademark Office Office of Public Records ATTN: "At Cost" Recordation Services 2800 Crystal Drive, 10th Floor Service Counter Arlington, VA 22202 Do not send requests to the general PTO address; such requests may be significantly delayed before delivery to OPR. All documents submitted for "at cost" recordation must meet the minimum requirements set forth in 37 CFR Part 3. In addition, there must be a separate letter specifically requesting "at cost" recordation, signed by a principal party to the transaction (owner, inventor) or the attorney of record, stating the specific date the recordation notice must be returned, and describing the reason special service is required. Detailed justification/disclosure of commercial or confidential business information is not required, but there must be a clear urgency in the request. Based on their review of the specific request, Assignment Division staff will contact the customer to discuss the feasibility of meeting the deadline and the total cost involved. The minimum charge for expedited assignment recordation is $90 (3 hours labor at $30 per hour), plus the established statutory fee per property. Customers will be contacted and asked to approve all charges before work begins. Customers sending requests via overnight delivery services must make payment via PTO deposit account, MasterCard, or Visa. Local "walk up" customers may pay cash at the PTO Office of Finance Cashier in addition to the other methods. Once recorded, "at cost" assignments must either be picked up/signed for at the Office of Public Records NT Service Counter or sent via Federal Express (next business day service); charges for Federal Express delivery will be added to the total "at cost" bill. Questions concerning "at cost" recordation services should be directed to the Assignment Division Customer Services Desk at (703) 308-9723. May 1, 1997 WESLEY H. GEWEHR Administrator for Information Dissemination