Office of Financial Management Systems

Program Management Division

The Program Management Division (PMD) provides IT strategic planning and project management services related to USPTO financial management systems.  Our goal is to optimize the efficiency and effectiveness of financial management processes and make relevant information available for analysis and decision making by recommending and implementing enabling technologies.  Carol Stout is the Director of PMD.

PMD performs several of the enabling functions of a traditional Program Management Office (PMO):

• PMD partners with OCIO and follows USPTO policies and procedures surrounding IT strategic planning and project management.  Standard project management practices and artifacts, a database of project lessons learned, a database of risks, and project manager training plans are some of the benefits of this partnership.
• PMD is an information center, reporting project progress and linking projects to organizational strategy.
• PMD is a portfolio management center, managing resources and dependencies across multiple projects.  Strategic planning, including budget formulation, takes into account the overall portfolio to ensure organization goals are met.

PMD also performs the actual management of the project:

• PMD executes projects by managing scope, time, cost, quality, human resources, communications, risks, and procurements.
• PMD follows the project lifecycle: initiating, planning, executing, controlling, and closing the project.
• PMD follows the system development lifecycle: concept, definition, design, development, testing, and deployment.

PMD is also responsible for:

• Maintaining the OCFO sites on the USPTO Internet and Intranet.
• Performing Contracting Officer Representative duties for all OFMS contracts.
• Preparing and executing the OFMS operation & maintenance budget as well as project budgets.

Carol Stout is the Director of the Program Management Division.

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Financial Systems Operations Division

The Financial Systems Operation Division (FSOD) provides maintenance and support for the following financial systems: Revenue Accounting and Management System (RAM), Office of Finance Imaging System (OFIS), Enterprise Data Warehouse (EDW), and the Transportation Subsidy System (TSS).  FSOD also maintains and operates the following: Program, Project, and Activity (PPA) Search Tool and the Enterprise, Reporting Portal.

Revenue Accounting and Management System (RAM):

• The RAM System has grown to process nearly 20,000 transactions per-day, tracks approximately $2 billion in annual revenue, and is used by approximately 700 PTO users.  RAM has over 70 interfaces as well as an external payment server which is the public interface to the RAM System that operates as a storefront to allow customers to directly order and pay for specific USPTO goods and services using the Internet.

Enterprise Data Warehouse (EDW):

• The EDW supports over 700 internal users throughout the USPTO.  It provides access to data from a number of USPTO systems, and includes information from financial and non-financial systems currently in production as well as historical information from retired system.  EDW data is organized into three main subject areas:  the Financial subject area (FSA), the Human Resources subject area (HRSA), and the Patent subject area (PSA). 

Transit Subsidy System (TSS):

• TSS is a web-based application for USPTO employees to submit requests for transit subsidy via the Intranet and a database to store transit subsidy history for inventory, reporting, and audit purposes. This system is a part of the Office of the Chief Financial Officer (OCFO) Full Self Service Capabilities strategic initiative. The President's Management Agenda calls for government reform, including a citizen-centered electronic government. The TSS supports increased usage of the Web to provide services to customers, vendors, and employees.

Ana Medina is the Director of the Financial Systems Operations Division.

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Core Financial Systems Operations Division

The Core Financial Systems Operations Division provides outstanding operations and maintenance support for the U.S. Patent and Trademark Office’s (USPTO) internal and external customers of the Consolidated Financial System (CFS).  The CFS is comprised of Momentum Financials (financial system of record), Fed Traveler.com, Activity Based Information System and Corporate Planning Tool.  Momentum is FSIO certified.  The Core Financial Systems Operations Division also supports other components of the CFS to include Vendor Self Service, Central Contractor Registration and the Momentum integrations with FedBizOpps, Federal Procurement Data System – Next Generation, Financial Management Service and National Finance Center.

The primary responsibilities of the Core Financial Systems Operations Division are to:

• Oversee the OCFO’s IT Customer Service Center that provides support to over 450 financial system users across the USPTO.
• Provide application training for the CFS users.
• Provide system administration support for the CFS applications.
• Provide monthly, quarterly and annual close support for the Office of Finance.
• Provide subject matter expertise, SDLC documentation reviews and testing during financial system upgrades.
• Manage minor financial system upgrades and backpatch implementations.
• Provide coordination with the OCIO and technical support for hardware and software issues surrounding the CFS applications.
• Manage all application security related processes such as adding and deleting users, updating application security profiles and revalidation of users.
• Participate as the lead for the IT section of the annually occurring Financial Statement audits.
• Participate with the OCIO in Certification and Accreditation activities with regard to the CFS. 

 Greg Eslinger is the Director of the Core Financial Systems Operations Division.

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