[Federal Register Volume 91, Number 68 (Thursday, April 9, 2026)]
[Notices]
[Pages 17949-17952]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2026-06903]


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DEPARTMENT OF COMMERCE

Patent and Trademark Office

[Docket No.: PTO-P-2026-0199]


PCT Informed Examination Request Pilot Program

AGENCY: United States Patent and Trademark Office, Department of 
Commerce.

ACTION: Notice.

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SUMMARY: The United States Patent and Trademark Office (USPTO or 
Office) is implementing the PCT Informed Examination Request (PIER) 
Pilot Program to assess the inventory and efficiency impacts of 
requiring an applicant to request examination in view of applicable 
Patent Cooperation Treaty (PCT) international phase work products. The 
USPTO will select certain

[[Page 17950]]

national stage patent applications for the program. In an application 
selected for the program, the USPTO will issue a requirement for 
information referencing the applicable international phase work 
products and requiring the applicant to indicate whether the applicant 
opts to: proceed with examination (with the option to place the 
application in better condition for examination by filing a preliminary 
amendment), delay examination, or expressly abandon the application in 
view of the international phase work products. The applicant must 
respond to the requirement for information to avoid abandonment of the 
application. The USPTO expects that requiring applicants to indicate 
that examination is desired upon review of international phase work 
products present in the application file will contribute to efforts to 
reduce inventory and pendency.

DATES: The USPTO will select applications to participate in the PIER 
Pilot Program beginning April 9, 2026 until April 9, 2027. The USPTO 
may extend the program to select additional patent applications if it 
determines that more information is needed to evaluate the 
effectiveness of the program. The USPTO may, at its sole discretion, 
terminate the program for any reason, including factors such as 
workload and resources needed to administer the program, feedback from 
the public, and effectiveness of the program. If the program is 
terminated, the USPTO will notify the public on its website.

FOR FURTHER INFORMATION CONTACT: Erin M. Harriman, Senior Legal 
Advisor, at (571) 272-7747; Eugenia A. Jones, Senior Legal Advisor, at 
(571) 272-7727; or Kristie A. Mahone, Senior Legal Advisor, at (571) 
272-9016, all from the Office of Patent Legal Administration, Office of 
the Deputy Commissioner for Patents or via email addressed to 
[email protected].

SUPPLEMENTARY INFORMATION: The PIER Pilot Program is designed to assess 
the inventory and efficiency impacts of requiring applicants to request 
examination in view of applicable Patent Cooperation Treaty (PCT) 
international phase work products. The USPTO will select certain 
applications for the program, as identified in Part I of this notice, 
from the inventory of unexamined national stage applications.
    For selected applications that entered the national stage under 35 
U.S.C. 371, the USPTO will issue a requirement for information 
pertaining to the international phase work products in the national 
stage file. International phase work products include the International 
Search Report (ISR) and any opinion expressed in a Written Opinion (WO) 
or International Preliminary Report on Patentability (IPRP). Thus, the 
requirement for information will reference applicable PCT international 
phase work products in the application file and require the applicant 
to indicate, based on review of international phase work products 
present in the application file, whether the applicant opts to proceed 
with the national phase of examination, delay the national phase of 
examination under the program, or expressly abandon the national stage 
application.
    If the applicant desires to proceed with examination of an 
application selected for the program, the applicant must submit a 
timely and complete reply to the requirement for information using the 
reply form described in Part IV of this notice. The reply form 
references applicable PCT international work products and provides the 
applicant with the ability to indicate whether the applicant opts to: 
proceed with examination, delay examination for 12 months from the date 
of receipt of the request to delay examination, or expressly abandon 
the application. A delay in examination under the program provides the 
applicant with additional time to consider the value and commercial 
potential of their invention at no additional cost. If the applicant 
opts to proceed with examination, with or without delay, the applicant 
may additionally opt to place the application in better condition for 
examination by filing a preliminary amendment. Alternatively, if the 
applicant opts not to proceed with examination, the applicant may file 
a request to expressly abandon the application. A complete reply to a 
requirement for information issued under the program requesting 
examination will result in the application being placed on an 
examiner's docket.

Part I. Pilot Program Eligibility

    The USPTO will select certain unexamined national stage 
applications for the PIER Pilot Program intermittently until the close 
of the program. To be selected for the program, the application must be 
an international application that entered the national stage under 35 
U.S.C. 371. Applications filed under 35 U.S.C. 111(a), including plant 
applications, design applications, and reissue applications, will not 
be selected.
    Applications entered into the program are at the sole discretion of 
the USPTO. The USPTO will not grant any petition to participate, 
abstain, or be removed from the program.

Part II. International Phase Work Products for Applications Entering 
the National Stage Under 35 U.S.C. 371

    For selected applications that have entered the national stage, the 
USPTO will issue a requirement for information as discussed in Part III 
of this notice. Typically, a national stage application file includes 
the International Search Report (ISR) and the Written Opinion prepared 
by the International Searching Authority (WO/ISA). The ISR lists the 
prior art with relevancy indicators (in the form of citation categories 
as provided for in WIPO Standard ST. 14), and the WO/ISA provides a 
preliminary, non-binding assessment of patentability in view of the ISR 
references. See sections 1893.03(e) and 1845 of the Manual of Patent 
Examining Procedure (MPEP) (9th Edition, Rev. 01.2024, November 2024). 
The national stage file may also contain any Supplemental International 
Search (SIS) requested by the applicant. See MPEP 1856. Further, if the 
applicant timely filed a demand for preliminary examination under 
Chapter II of the PCT, the International Preliminary Report on 
Patentability (IPRP) (Chapter II of the PCT) will also be included in 
the national stage file. See MPEP 1893.03(e).

Part III. Pilot Program Requirement for Information Under 37 CFR 1.105

    Only national stage applications that have completed pre-
examination processing will be selected for the program. In selected 
applications, the USPTO will issue a requirement for information under 
37 CFR 1.105 that will be placed in the file. A requirement for 
information issued under the program is an Office action under 35 
U.S.C. 132, but not a first action on the merits. The requirement for 
information will set a two-month period for reply, which the applicant 
may extend for up to six months in accordance with 37 CFR 1.136(a). See 
MPEP 704.13.
    A requirement for information under the program will require the 
applicant to indicate whether the applicant opts to proceed with 
examination, delay examination for 12 months from the date of receipt 
of the request to delay examination, or expressly abandon the 
application in accordance with 37 CFR 1.138. To avoid abandonment of an 
application selected for the program, the applicant must submit a 
complete and timely reply using the USPTO form described in Part IV of 
this notice. A complete reply to a requirement for information 
requesting to proceed with examination will result in the application 
being placed on an examiner's docket. A complete reply

[[Page 17951]]

requesting delay of examination will result in the application being 
placed on an examiner's docket after the expiration of the 12-month 
delay period. Thus, an applicant who desires to prosecute the 
application will have greater control as to when their application will 
be examined.
    A delay of examination under the PIER Pilot Program is distinct 
from a suspension or deferral request under 37 CFR 1.103. The option to 
delay examination under the program affords the applicant a non-
terminable 12-month period after the date of receipt of the request to 
delay examination under the program to assess the viability of the 
invention, without the processing fee required for a suspension or 
deferral of examination. The Office will treat the request for the 12-
month delay of examination as a failure of an applicant to engage in 
reasonable efforts to conclude processing or examination of an 
application under 35 U.S.C. 154(b)(2)(C)(i) and (iii) and 37 CFR 
1.704(c). The delay period begins on the date of the receipt of the 
request to delay examination and ends on the one year anniversary date 
of the request. In addition, the mailing of the requirement under 37 
CFR 1.105 will be considered the date that the Office met the 
requirement of 35 U.S.C. 154(b)(1)(A)(i) and 37 CFR 1.702(a)(1). If the 
applicant desires to avoid further prosecution costs, the applicant may 
request to expressly abandon the application under 37 CFR 1.138(a) in 
reply to the requirement for information. The applicant may also file a 
petition under 37 CFR 1.138(c) for express abandonment to avoid 
publication of the application. However, such a petition must be 
submitted as a separate request (e.g., form PTO/AIA/24A) accompanying 
the reply to the requirement for information. A petition for express 
abandonment under 37 CFR 1.138(c) generally will not be effective to 
stop publication of the application unless it is recognized by the 
appropriate Office personnel more than four weeks prior to the 
projected publication date. Where an applicant files a request to 
expressly abandon the application under 37 CFR 1.138(a) in reply to the 
requirement for information, such a request will still be granted (if 
properly signed) even if the petition under 37 CFR 1.138(c) cannot be 
granted. Because a requirement for information is an action under 35 
U.S.C. 132, express abandonment under 37 CFR 1.138(d) to obtain a 
refund of the search and excess claims fees is unavailable. A 
registered practitioner acting in a representative capacity is not 
authorized to sign an express abandonment except when filing a 
continuing application. See 37 CFR 1.138(b).

Part IV. Replying to a Pilot Program Requirement for Information

    An applicant must use form PTO/SB/478 to reply to a requirement for 
information under the program. If filing the PTO/SB/478 electronically 
in Patent Center (at https://patentcenter.uspto.gov), the applicant 
must use the document description provided on the form to ensure that 
the appropriate area of the USPTO is notified of the reply. Under 5 CFR 
1320.3(h), Form PTO/SB/478 does not collect ``information'' within the 
meaning of the Paperwork Reduction Act of 1995. Use of the form will 
enable the USPTO to quickly identify and timely process the applicant's 
reply. The form will be available at: www.uspto.gov/PatentForms.
    Form PTO/SB/478 includes a reference to applicable PCT 
international work products. The form also includes a series of 
selectable checkboxes for the applicant to indicate whether a request 
is being made to proceed with examination, delay examination, or 
expressly abandon the application. If the applicant opts to proceed 
with examination (including after the 12-month delay), the applicant 
may additionally file a preliminary amendment in compliance with 37 CFR 
1.115. Alternatively, if the applicant selects the option to expressly 
abandon the application, it is recommended that, in addition to 
selecting the express abandonment checkbox, the applicant also include 
a separate request for express abandonment under 37 CFR 1.138, (e.g., 
form PTO/AIA/24) to facilitate processing. As discussed above, a 
registered practitioner acting in a representative capacity is not 
authorized to sign an express abandonment except when filing a 
continuing application. See 37 CFR 1.138(b). Therefore, the only time 
the USPTO will accept form PTO/SB/478 with the express abandonment box 
selected and signed by an individual who is acting in a representative 
capacity is when a separate letter of express abandonment is also 
submitted indicating that the application is expressly abandoned in 
favor of a continuing application (e.g., form PTO/AIA/24). In all other 
instances, when the express abandonment box is selected, form PTO/SB/
478 must be signed by an individual authorized under 37 CFR 1.33(b)(1) 
or (b)(3), that is by the patent practitioner of record, or by the 
applicant who is not a juristic entity. See MPEP 711.01 for more 
information on express abandonment.
    Additionally, as discussed above, the applicant may also file a 
petition under 37 CFR 1.138(c) for express abandonment to avoid 
publication of the application. However, such a petition must be 
submitted as a separate request (e.g., form PTO/AIA/24A). See Part V of 
this notice for information on treatment of an incomplete reply to a 
requirement for information under the program.
    Prior to selecting the express abandonment checkbox (Item 2c) on 
the PTO/SB/478, it is imperative that the attorney or agent of record 
exercise every precaution in ascertaining that the abandonment of the 
application is in accordance with the desires and best interests of the 
applicant. See MPEP 711.01. Note that where the applicant deliberately 
permits an application to become abandoned, the abandonment of such 
application is considered to be a deliberately chosen course of action, 
and the resulting delay cannot be considered as ``unintentional'' 
within the meaning of 37 CFR 1.137. See MPEP 711.03(c), subsection 
II.C.

Part V. Internal Processing of an Applicant's Reply to a Pilot Program 
Requirement for Information

    Failure to timely submit a complete, properly signed PTO/SB/478 
will result in abandonment of the application. See MPEP 711.02. USPTO 
personnel will review PTO/SB/478 and any accompanying documents (e.g., 
preliminary amendment, petition under 37 CFR 1.138(c)).
    In order for an applicant's reply to be considered complete, the 
PTO/SB/478 must be properly signed and only one of the provided 
checkboxes must be selected. Note that a reply under 37 CFR 1.105(a)(3) 
that states that the information required to be submitted is unknown to 
or is not readily available would not be considered a proper reply 
because, if the applicant has not determined whether they would like to 
move forward with examination, the applicant has the option to delay 
examination for a period of 12 months.
    An incomplete or improperly signed PTO/SB/478 will be handled in 
substantially the same manner as an amendment not fully responsive to a 
non-final Office action. See MPEP 704.12(c) and MPEP 714.03. If an 
applicant's reply is a bona fide attempt to advance action on the 
application, the applicant will be notified of the deficiency and may 
be given a shortened statutory period of two months to provide a fully 
responsive reply. Extensions of this time period set

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by the notice of nonresponsive reply will be permitted under 37 CFR 
1.136(a), but in no way can any extension carry the date for reply to 
this notice beyond the maximum period of six months set by statute. See 
35 U.S.C. 133. However, any further nonresponsive reply typically will 
not be treated as bona fide and, therefore, the time period set in the 
prior notice will continue to run.
    If the applicant has submitted a complete reply opting to proceed 
with examination, the application will be placed on an examiner's 
docket. Alternatively, if an applicant's complete reply includes a 
request for delay of examination, the USPTO will notify the applicant 
that the request to delay examination under the program has been 
approved. Once a request to delay examination under the program has 
been approved, the applicant will not be permitted to terminate the 
delay period early. The application will be docketed for examination 
after the expiration of 12 months from the date of receipt of the 
request to delay examination under the program.
    When examining an application that entered the national stage under 
35 U.S.C. 371, the examiner will consider all U.S patent applications, 
U.S. patent application publications, and U.S. pending applications 
cited in the ISR and stored in the USPTO's Image File Wrapper (IFW) 
system. See MPEP 609.03. Other cited documents will be considered by 
the examiner if form PCT/DO/E.O./903 indicates that the ISR and the 
copies of such documents are present in the national stage file. See 
id. The examiner is not required to list references cited in the ISR on 
a PTO-892 and there is no requirement for the applicant to separately 
list the references. See id. References cited in the PCT international 
phase will only be printed on a resulting patent if the applicant cites 
the references on an IDS in compliance with 37 CFR 1.97 and 1.98. See 
id. and MPEP 609.06.

Part VI. Evaluation of the Pilot Program

    The pilot program is designed to assess the inventory and 
efficiency impacts of requesting examination in view of applicable PCT 
international phase work products. The USPTO plans to evaluate how 
requiring an applicant who desires to prosecute an application to 
request examination in view of international phase work products in the 
application file impacts an applicant's decision making and application 
inventory, as well as the quality and efficiency of examination. During 
or after the pilot program, the USPTO anticipates providing an avenue 
for participants to provide feedback regarding the pilot program. As 
applicable, the USPTO will follow the GAO's Leading Practices for 
Effective Pilot Design, including: (1) establishing clear objectives; 
(2) collecting relevant data; (3) evaluating outcomes; (4) considering 
scalability; and (5) ensuring stakeholder communication. See GAO, Data 
Act: Section 5 Pilot Design Issues Need to Be Addressed to Meet Goal of 
Reducing Recipient Reporting Burden, GAO-16-438 (Washington, DC; April 
19, 2016).

John A. Squires,
Under Secretary of Commerce for Intellectual Property and Director of 
the United States Patent and Trademark Office.
[FR Doc. 2026-06903 Filed 4-8-26; 8:45 am]
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