The Performance Work Statement (PWS) outlines requirements for Royalty Auditing Services for the Navy Trademark Licensing Office (NTLPO), which safeguards and promotes Navy trademarks. The primary objective is to conduct compliance audits of licensees to ensure adherence to trademark licensing agreements regarding financial and non-financial obligations, with a focus on correct royalty payments and approved product sales. One audit is mandated for the base year, and option years could require up to three audits, depending on need. The auditing process involves four key phases: pre-fieldwork, fieldwork, post-fieldwork, and settlement agreement. Contractors must collect sales documentation for five years and analyze it to identify unreported royalties and non-compliance issues. Most work will be conducted electronically, but the contractor must visit the licensee at least once. Deliverables include a Final Settlement Report comparing audit findings with licensee responses. Contractors must demonstrate relevant experience in trademark licensing royalties and provide a detailed auditing methodology, including the qualifications of personnel involved. The anticipated period of performance is one year, with four possible extensions. Overall, this process emphasizes accuracy, compliance, and effective management of Navy trademarks.

The document outlines a questionnaire related to trademark licensing royalty audits, intended for entities considering participation in a government request for information (RFI). It aims to gather insights on the auditing experience of firms, focusing on key aspects such as the number of audits performed, costs involved, and compliance with licensing agreements. Specific questions inquire about past governmental contracts, the auditing process, resolution of discrepancies, and methods for ensuring confidentiality and compliance with financial and non-financial terms. The questions also address handling unauthorized third-party manufacturers and experiences with international audits. Overall, the document serves to inform the federal government's understanding of potential audit service providers' capabilities, which is crucial for making informed decisions under the Federal Acquisition Regulation (FAR).

The Navy is soliciting information through a Request for Information (RFI) for Royalty Auditing Services to support the Navy Trademark Licensing Office. The aim is to assess market capability and gather insights on organizational readiness for such services. Respondents are advised that this RFI does not guarantee future contract opportunities and any submissions are not binding. Interested contractors must provide organizational details, prior experience relevant to the work, and suggestions on the draft Statement of Work (SOW). The Navy has identified potential organizational conflicts of interest (OCI) and prefers that contractors focus on one type of work to prevent biases or unequal access to information. A firm-fixed-price contract is anticipated, with a projected duration of five years. Responses must be submitted by October 21, 2024, by 1:00 PM EST, to the designated Contract Specialist, Ms. Vivian Truman. All submissions must respect confidentiality and must not include classified information. This RFI serves as a preliminary step in the contracting process for the Navy, emphasizing transparency and market engagement in the procurement of specialized auditing services.