Director of the Office of Planning and Budget Job in Alexandria, VA

Vacancy No. EXRD - OCFO-26-13041573 Department Patent and Trademark Office
Salary $198,491.00 to $220,000.00 Grade 00 to 00
Perm/Temp Permanent FT/PT Full-time
Open Date 8/19/2026 Close Date 9/2/2026
Job Link Apply Online Who may apply Public
Locations:
Alexandria, VA


Director of the Office of Planning and Budget

Department of Commerce
Patent and Trademark Office
Office of the Chief Financial Officer (OCFO)

Summary

The United States Patent and Trademark Office's (USPTO) mission is to promote innovation and competition by providing quality examination and issuance of patent and trademark applications, guiding domestic and international intellectual property policy, and delivering intellectual property information and education worldwide. Through the issuance of patents, the USPTO encourages technological advancement by providing incentives to invent, invest in, and disclose new technology worldwide.

This job is open to

The public

U.S. Citizens, Nationals or those who owe allegiance to the U.S.

Senior executives

Individuals looking for an executive-level job and who meet the five Executive Core Qualifications (ECQs).

Clarification from the agency

Open to all U.S. Citizens.

Duties

The physical worksite for this position is located in Alexandria, Virginia. Presence at the Alexandria, VA campus is required for this role, as it includes on site functions that must be performed in person. Position may be eligible for situational telework in accordance with agency policy/business unit discretion. The agency currently allows for 52 hours of telework per calendar year.

All applicants will be assessed for executive competency against the five mandatory will Executive Core Qualifications (ECQs). If your two-page resume does not reflect demonstrated evidence of the ECQs and PTQs, you will not receive further consideration for the position. For more information regarding the SES and ECQs, please visit the Executive Core Qualifications page.

This position is located in the United States Patent and Trademark Office (USPTO), Office of the Chief Financial Officer (OCFO).

The Director of the Office of Planning and Budget, serves as the primary counsel to the Chief Financial Officer (CFO) and Deputy Chief Financial Officer (DCFO) in the USPTO in planning and developing program objectives, budgetary plans, and fee forecasts. The incumbent is responsible for the following:

  • Plans, formulates, and justifies the agency's budget and oversees the expenditure of allocated funds and accurate allocation of budgeted costs between programs and business areas.
  • Develops, establishes, and maintains systematic procedures for tactical and strategic planning for the USPTO. Coordinates the development of the agency's long-range strategies and organizational performance plans that ultimately support budget development.
  • Serves as the primary reporting point for all statistical analyses that measure USPTO progress against established performance goals and progress in achieving stated budgetary and program goals.
  • Conducts research and econometric studies and prepares related workload, fees, and fee income forecasts. Plans, directs, and implements user fee activities, applying business-like standards, including the setting of user fees, monitoring user fee receipts and projecting current and future year fee receipts.
  • Prepares documentation, reports, input to testimony, and responds to questions in support of USPTO's annual budget submission to the Department of Commerce, Office of Management and Budget, and the Congress.

Requirements

Conditions of employment

  • You must be a U.S. Citizen or National.
  • Subject to a 1-year Senior Executive Service (SES) probationary period (unless already completed).
  • Complete a Declaration for Federal Employment to determine your suitability for Federal employment.
  • If you are a male applicant born after December 31, 1959, certify that you have registered with the Selective Service System or are exempt from having to do so. (see https://www.sss.gov/RegVer/wfRegistration.aspx)
  • File a Confidential Financial Disclosure Report OGE-278e within 30 days of appointment and annually from then on.

Qualifications

Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Candidates will not be hired based on their race, sex, color, religion, or national origin.

To meet the minimum qualification requirements for this position, you must show that you possess the Executive Core Qualifications (ECQ) and Professional Technical Qualifications (PTQs) related to this position within your resume. Your resume may NOT exceed two pages, and the font size should not be smaller than 11 pts. You will not be considered for this vacancy if your resume is illegible/unreadable. Additional information on resume requirements can be located under "How To Apply".Your resume should include examples of experience, education, and accomplishments applicable to the qualification(s). If your resume does not reflect demonstrated evidence of these qualifications, you may not receive consideration for the position.

There is NO requirement to prepare a narrative statement specifically addressing the Executive Core Qualifications (ECQs) or the Professional Technical Qualifications (PTQs).

PROFESSIONAL TECHNICAL QUALIFICATIONS (TQs): Your resume should demonstrate accomplishments that would satisfy the technical qualifications.

PTQ 1: Demonstrated expertise in managing the full federal budget lifecycle (including through the appropriation and legislative process), organizational performance management, and fee-setting and forecasting for a user-fee funded agency, including relevant laws and regulations.

PTQ 2: Demonstrated executive level leadership building effective working relationships with other Agency executives, Department-level counterparts, OMB, GAO, and Congress to manage a large budgeting, planning, and fee setting operations.

EXECUTIVE CORE QUALIFICATIONS (ECQs): In addition to the Professional Technical Qualification Requirements listed above, all new entrants into the Senior Executive Service (SES) under a career appointment will be assessed for executive competency against the following five mandatory ECQs. If your 2-page resume does not reflect demonstrated evidence of the ECQs and PTQs, you may not receive further consideration for the position.

There are five ECQs:

  • ECQ 1: Commitment to the Rule of Law and the Principles of the American Founding - This core qualification requires a demonstrated knowledge of the American system of government, commitment to uphold the Constitution and the rule of law, and commitment to serve the American people.
  • ECQ 2: Driving Efficiency -This core qualification involves the demonstrated ability to strategically and efficiently manage resources, budget effectively, cut wasteful spending, and pursue efficiency through process and technological upgrades.
  • ECQ 3: Merit and Competence - This core qualification involves the demonstrated knowledge, ability and technical competence to effectively and reliably produce work that is of exceptional quality.
  • ECQ 4: Leading People - This core qualification involves the demonstrated ability to lead and inspire a group toward meeting the organization's vision, mission, and goals, and to drive a high-performance, high-accountability culture. This includes, when necessary, the ability to lead people through change and to hold individuals accountable.
  • ECQ 5: Achieving Results - This core qualification involves the demonstrated ability to achieve both individual and organizational results, and to align results to stated goals from superiors.
Note: If you are a member of the SES or have been certified through successful participation in an OPM approved SES Candidate Development Program (SESCDP), or have SES reinstatement eligibility, you do not need to respond to the ECQs. Instead, you should attach proof (e.g., SF-50, Certification by OPM's SES Qualifications Review Board (QRB)) of your eligibility for noncompetitive appointment to the SES.

Education

This job does not have an education qualification requirement.

Additional information

OPM must authorize any employment offers made to current or former (within the last 5 years) political Schedule A, Schedule C, or Non-career SES employees in the executive branch. If you are currently, or have been within the last 5 years, a political Schedule A, Schedule C, or Noncareer SES employee in the executive branch, you must disclose that to the Human Resources Office.

Mobility: Organizational and geographical mobility is essential in developing and managing SES leaders. Individuals selected for SES positions members may be subject to reassignment across geographical, organizational, and functional lines, and may be required to sign a Reassignment Rights and Obligation Agreement.

Veterans Preference: Veterans' preference is not applicable to the SES.

Tiering: The USPTO structures its SES positions into categories (i.e. tiers) to determine the pay range for each position. The categories are based on the position scope, breadth, functions, and placement within the structure of organizational levels across the Department/Agency. This position falls within Tier III of USPTO's structure.

Equal Employment Opportunity (EEO) Policy Statement: http://www.eeoc.gov/federal/index.cfm

Employment Information Resources - Resource Center: https://help.usajobs.gov/how-to

The USPTO participates in E-Verify. For more information on E-Verify, please visit https://www.e-verify.gov.

USPTO Job Applicants requiring reasonable accommodation for any part of the application and hiring process should request accommodation(s) from the USPTO at http://www.uspto.gov/accommodation.

The United States Patent and Trademark Office is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. If you believe that you have been discriminated against and would like to file an EEO complaint, you must do so within 45 days of the date of the alleged discriminatory act. Claims of employment discrimination must be submitted to the attention of the USPTO's Office of Equal Employment Opportunity via email (oeeo@uspto.gov) or phone (571-272-8292).

Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.

A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

Review our benefits

Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

How you will be evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

You will be evaluated for this job based on how well you meet the qualifications above. ECQs and PTQs must be thoroughly addressed within your two (2) page resume, and the font size should not be smaller than 11 pts. You will not be considered for this vacancy if your resume is illegible/unreadable. Additional information on resume requirements can be located under "Required Documents.

Once the application process is complete, a review of your resume and required documentation will be conducted. If applicants are found minimally qualified, a rating panel will review the resume and Accomplishment Record. Candidates must address all five competencies within a two-page limit using brief written narratives that describes one example of competency-related experience and demonstrates the candidate's proficiency in the following competencies:

  • Rule of Law: Upholds the principles of the American Founding, including equality under the law and democratic self-government. Ensures the law is applied fairly and consistently.
  • Managing Resources: Manages resources efficiently and effectively based on current and projected organizational goals, skills, budget considerations, and staffing needs.
  • Technical Skill: Possesses the requisite technical knowledge and subject matter expertise to consistently produce timely, high-quality work. Is considered a strong contributor in his or her domain.
  • Accountability: Ensures that employees are appropriately recruited, selected, appraised, trained, and retained. Takes swift action to address performance or conduct-based deficiencies in employees supervised. Holds self and others accountable for measurable high-quality, timely, and cost-effective results.
  • Innovation: Applies creativity to improving products and processes, challenges convention, takes measured risks, and considers ways to simplify and remove unnecessary requirements.

Candidate resumes must provide evidence that supports the claims made in their Accomplishment Record. This document must be uploaded to the application under Accomplishment Record. An accomplishment record submitted outside the USA Staffing system will not be accepted. Narrative responses must be in the below format:

Competency Title
Position title and dates from your resume that this experience was obtained

  • Describe the situation (i.e., the challenged faced, the problem solved)
  • Describe the specific actions you took
  • State the outcome, results, or long-term impact of your accomplishment
  • Name and email address of someone who can verify this information

Superior applicants may undergo one or more interviews and may be referred to the selecting official for further consideration.

Upon selection, if not already a member of the SES serving under a career appointment, the individual selected must have his/her executive qualifications certified by the U.S. Office of Personnel Management's SES Qualifications Review Board (QRB) before appointment to this position. The selected individual's application will be forwarded to the OPM for review and certification by the QRB, unless the selectee provides evidence of their noncompetitive status (i.e., a current SES, OPM QRB certified SESCDP graduate, or SES reinstatement eligible). Upon QRB certification, the selected individual will be required to serve a one-year probationary period. For more information regarding the SES, go to https://www.opm.gov/policy-data-oversight/senior-executive-service/.

Required Documents

A complete application consists of all items listed below. Required materials must be submitted by the conclusion of the staffing process. Applications that are incomplete at that time may not be considered.

Please carefully review the following list to determine what documentation you need to submit. Some documents may not apply to all applicants.

1. RESUME: All applicants are required to submit a resume limited to two (2) pages and the font size should not be smaller than 11 pts (i.e., 1 page that is double-sided or 2 pages that are one-sided each). You will not be considered for this vacancy if your resume is illegible/unreadable. Applicants seeking initial career appointment to the Senior Executive Service (SES) must include evidence of the ECQs and PTQs. PLEASE DO NOT USE USAJOBS RESUME BUILDER.

2. ACCOMPLISHMENT RECORD:
Candidates must address all five competencies within a two-page limit using brief written narratives that describes one example of competency-related experience. Each example should document the position title and dates when the experience was obtained, detailed information about the problem or situation, the specific actions taken by the applicant, and the results or outcomes achieved by those actions. The applicant will also provide the name and contact information of an individual who can verify the provided information.

3. ADDITIONAL REQUIRED DOCUMENTS: Applicants are required to submit the following supporting documentation if applicable:

  • CURRENT OR FORMER SES MEBERS: Must provide your SES appointment SF-50 (Notification of Personnel Action), and an SF-50 showing current career SES status or career SES reinstatement eligibility.
  • SES CANDIDATE DEVELOPMENT PROGRAM (SESCDP) GRADUATES: Verification of successful completion of an OPM-approved SESCDP and OPM SES QRB certification.

Documents submitted as part of the application package, to include supplemental documents, may be shared beyond the Human Resources Office. Some supplemental documents contain personal information such as SSN and DOB and some documents such as military orders and marriage certificates may contain personal information for someone other than you. You may sanitize these documents to remove said personal information before you submit your application. You must provide an un-sanitized version of the documents if you are selected.

How to Apply

***If you are currently, or have been within the last 5 years, a political Schedule A, Schedule C, or Non-career SES employee in the executive branch, you must disclose this information within your application.

To apply for this position, you must complete this application and submit any required documents specified in the Required Documents section and submit by 11:59 PM (EST) on the closing date of the announcement to receive consideration.

To begin, click Apply to access the online application. You will need to be logged into your USAJOBS account to apply. If you do not have a USAJOBS account, you will need to create one before beginning the application.

Follow the prompts to select and upload your resume and/or other required documents to be included with your application package. You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.

After acknowledging you have reviewed your application package, complete the "Include Personal Information" section as you deem appropriate and click to continue with the application process.

You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package, and submit the application.

It is applicant's responsibility to verify that information entered and uploaded, (i.e., resume and other required documents) is complete, accurate, and submitted by the closing date. Human Resources will not modify or change any part of your application.

Application packages will NOT be accepted via mail. Due to security processes, mail delivery takes approximately 2-3 weeks to process at which time the vacancy announcement will be closed, and no further consideration will be given to additional application packages.

Agency contact information

Samantha Middleton
Phone
571-272-1746
Email
samantha.middleton@uspto.gov
Address
EXRD - Office of the Chief Financial Officer
Office of Human Resources
Mail Stop 171
P.O. Box 1450
Alexandria, VA 22313-1450
US

Next steps

To verify the status of your application, sign in to your USAJOBS account (https://www.usajobs.gov/), all of your applications will appear on the Welcome screen. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://help.usajobs.gov/how-to.

The USPTO will conduct a qualifications evaluation of applicants who submit the required material. Minimally Acceptable applicants will be rated and ranked by an executive-level rating panel. Superior candidates will be referred to the hiring official for further consideration and possible interview. You will be notified of the outcome after the completion of the selection process.

Patent and Trademark Office

Come work for the USPTO, we have been ranked as one of the best places to work in the federal government! The U.S. Patent and Trademark Office (USPTO) has been serving the economic interests of America for more than 200 years. We are responsible for granting US intellectual property rights for patents and trademarks. The USPTO is headquartered in Alexandria, Virginia, and has over 12,000 employees. For more information about the USPTO, please visit the USPTO Jobs Website.

Agency contact information

Samantha Middleton
Phone
571-272-1746
Email
samantha.middleton@uspto.gov
Address
EXRD - Office of the Chief Financial Officer
Office of Human Resources
Mail Stop 171
P.O. Box 1450
Alexandria, VA 22313-1450
US