| I. Introduction | | | | otherwise present in the application as filed. |
| The USPTO has a long range plan, its 21st Century | | | | Preliminary amendments seeking cancellation of all the |
| Strategic Plan intended to transform the USPTO into | | | | claims without presenting any new or substitute |
| a responsive efficient organization. As part of that | | | | claims will be disapproved. |
| plan, the USPTO published a set of final rules changes | | | | Therefore, inventor's declarations should include a |
| to the rules of patent practice in 37 CFR. The | | | | mechanism (such as a check box) to indicate that a |
| following lists the three most generally applicable and | | | | preliminary amendment is being filed with the |
| important changes for U.S. patent practitioners. Much | | | | application, that the preliminary amendment is part of |
| the material below is taken directly from a power | | | | the application as filed, and that the inventor has |
| point presentation published by the USPTO on these | | | | reviewed the preliminary amendment. |
| rules changes. | | | | 3. Limitations to Amendments After Responding to |
| II. Most Generally Applicable and Significant Rules | | | | an Office Action |
| Changes | | | | The following rule changes apply to filings after a |
| 1. The Ability to Type Sign Certain Papers, With | | | | response to a first office action. |
| What the USPTO Calls "S" Signatures | | | | Supplemental filings such as adding claims or evidence |
| S-signatures (§ 1.4(d)(2)): | | | | generally will not be entered unless they limit the |
| Example for signing applicant: | | | | examiner's work load. Specifically, after a complete |
| /James Jones/ | | | | reply has been filed, the Office may enter a |
| James T. Jones | | | | supplemental reply that is filed before final rejection |
| An S-Signature is any signature between forward | | | | or allowance and in sufficient time to be entered into |
| slashes that is not a handwritten (§§ | | | | the application file, if the subsequent reply is clearly |
| 1.4(d)(1) or (e)) or an EFS character coded signature | | | | limited upon cursory review to: cancellation of claims; |
| (§ 1.4(d)(3)). It is inserted by electronic (e.g., a | | | | adoption of an examiner suggestion(s); placement of |
| word processor) or mechanical means. S-Signatures | | | | the application in condition for allowance; reply to an |
| may be used on documents that are either: | | | | Office requirement made after the first reply was |
| Mailed or hand (courier) delivered, | | | | filed; correction of informalities (e.g., typographical |
| Transmitted by facsimile, or | | | | errors); or simplification of issues for appeal. |
| Submitted via EFS directly as an EFS Tagged Image | | | | This requirement forces practitioners to ensure that |
| File Format (TIFF) attachment (e.g., scanned image), | | | | a response to a first office action is complete on all |
| to the Office. | | | | issues, and that the response presents all claims that |
| This provision enables practitioners to have an all | | | | the applicant might consider taking on appeal in |
| electronic work flow, thereby enabling elimination of | | | | response to a subsequent final action. |
| paper during the normal drafting and review activities. | | | | III. Conclusion |
| 2. The Following Rule Change for Preliminary | | | | The most important rule changes in the USPTO's |
| Amendments Filed with New Applications | | | | Strategic Plan motivated rules being implemented in |
| Preliminary amendments that are present on the filing | | | | November 2004 allow typed signatures, define |
| date of an application are treated as part of the | | | | amendments filed with a new application to be part |
| original disclosure. Applicants are responsible for | | | | of the new application, and generally precluded filing |
| reviewing all preliminary amendments present on the | | | | of amendments that are not in response to an office |
| filing date and providing a reference thereto in a | | | | action after the USPTO has mailed a first office |
| § 1.63 oath or declaration for each such | | | | action. Each of these changes requires significant |
| preliminary amendment containing subject matter not | | | | changes in our practice. |