[E-trademarks] New security measures in TEAS

Carl Oppedahl carl at oppedahl.com
Fri Jun 20 20:13:29 UTC 2025


I think that most often when a person is an "acting" this or that, the 
person tries to avoid doing anything that remotely resembles change.  
The person tries to be a caretaker, just keeping existing things more or 
less moving along.  But not making policy or stirring things up.

On 6/20/2025 1:03 PM, carla calcagno via E-trademarks wrote:
> Hi David
>
> I think a meeting is a good idea if A/C will take it.
>
> However, IMHO, I think one letter that first reflects the general 
> theme that PTO is doing things that could be improved per the stated 
> goals of admin ( cost/efficiency/etc) ; and then states these in 
> bullet form would be helpful for new AC and would set an agenda for 
> the meeting ( if he will take it).
>
> Hopefully, this will be an opportunity to have someone look at these 
> issues with a fresh eye.
>
> Regards
>
> Carla
>
> On Fri, Jun 20, 2025 at 2:14 PM David Boundy 
> <DavidBoundyEsq at gmail.com> wrote:
>
>     This letter should be about one topic.
>
>     But once Mr Squires is confirmed and sworn in, I could easily see
>     a pilgrimage to meet with him to raise one general issue (failure
>     to observe Paperwork Reduction Act and President Trump's executive
>     orders on rulemaking) and presented these not as separate issues,
>     but as a pattern. I have some paying work that has to get done,
>     but staring next week I can help set up a mechanism for collecting
>     these issues.
>
>     David
>
>     On Fri, Jun 20, 2025 at 1:28 PM carla calcagno via E-trademarks
>     <e-trademarks at oppedahl-lists.com> wrote:
>
>         Thanks Carl
>
>          And perhaps we can also include a number of other items that
>         are vexing. If this new AC is supposed to be trying to effect
>         cost efficiency and lack of waste, there are a number of regs
>         that clearly make no sense and we also can complain about
>         systems that are not working
>
>         On Fri, Jun 20, 2025 at 10:38 AM Carl Oppedahl via
>         E-trademarks <e-trademarks at oppedahl-lists.com> wrote:
>
>             Seems to me that something needs to be done to help the
>             (Acting) Commissioner for Trademarks get a clue.
>
>             I wonder if some listserv member can volunteer to draft up
>             a letter and then we can collect signatures and send it to
>             the Acting Commissioner.
>
>             Bullet points might include:
>
>               * yes we understand your good intentions in trying to
>                 slow down the bad actors who try to hijack trademark
>                 files at the USPTO
>               * what you are doing now is just plain wrong
>                   o it wrongly treats the former practitioner (who by
>                     your own policy is presumed to no longer be the
>                     attorney) as having veto power over changes to a file
>                   o it fails to recognize that sometimes the very
>                     reason why the applicant or registrant is making a
>                     change is due to some difficult situation relating
>                     to the former practitioner
>                   o your own policy that presumes that the
>                     practitioner is no longer in charge is often
>                     wrong, but there are instances where the
>                     practitioner is in fact no longer in charge, in
>                     which case there is just no question that the
>                     former practitioner ought not to be given veto
>                     power over changes
>               * if this hamfisted grant of veto power to the wrong
>                 party were the sort of thing that only every now and
>                 then makes trouble for the filing community, and if
>                 the trouble were only minor trouble, that would be one
>                 thing.  But many times the present USPTO practice
>                 actively harms an applicant or registrant whose need
>                 to make a change to a file is urgent or pressing.
>               * You need to pull the plug on what you have just done
>                 with this hamfisted grant of veto power to the wrong party
>               * We invite you to get in touch with us and share with
>                 us some of the internal workings of your systems, and
>                 maybe we could help you come up with a good way to
>                 serve your well-intentioned goal given how your
>                 systems are set up.
>
>             Of course one would have to find polite ways to say this
>             stuff.
>
>             On 6/20/2025 7:23 AM, Alan Taboada via E-trademarks wrote:
>>
>>             If the attorney(s) of record being replaced no longer
>>             represent the client (which might be in fact or per USPTO
>>             policy of treating representation as being ended), how do
>>             they have any authority (or in some cases even knowledge)
>>             to approve or disprove the change in power of attorney
>>             request?
>>
>>             *From:*E-trademarks
>>             <e-trademarks-bounces at oppedahl-lists.com>
>>             <mailto:e-trademarks-bounces at oppedahl-lists.com> *On
>>             Behalf Of *Rosie Yang via E-trademarks
>>             *Sent:* Thursday, June 19, 2025 6:07 PM
>>             *To:* For trademark practitioners. This is not for
>>             laypersons to seek legal advice.
>>             <e-trademarks at oppedahl-lists.com>
>>             <mailto:e-trademarks at oppedahl-lists.com>
>>             *Cc:* Rosie Yang <rosieyang1 at gmail.com>
>>             <mailto:rosieyang1 at gmail.com>
>>             *Subject:* Re: [E-trademarks] New security measures in TEAS
>>
>>             Exactly.  This change fails to take into consideration
>>             the fact that requiring the approval of prior counsel
>>             affects the ability to meet deadlines if the change in
>>             counsel is happening close in time to a deadline (not
>>             that uncommon).  And, just in general, if the reason for
>>             the change in representation is because the relationship
>>             with the former attorney has become strained in some way,
>>             or if the former attorney cannot grant approval for some
>>             reason, an applicant should not be blocked from moving
>>             their application forward just because the prior attorney
>>             does not grant approval for whatever reason.
>>
>>             Under the system we've all been using up until now, the
>>             prior attorney receives notice of the change once it goes
>>             through, which gives opportunity to fix unauthorized
>>             changes.  The new requirement appears to increase rather
>>             than decrease risks to applicants.
>>
>>             Rosanne Yang
>>
>>             InfoLawGroup LLP
>>
>>             ryang at infolawgroup.com
>>
>>             614-547-9346
>>
>>             On Thu, Jun 19, 2025 at 6:01 PM Luke Adam via
>>             E-trademarks <e-trademarks at oppedahl-lists.com> wrote:
>>
>>                 I fear this problematic change by the USPTO is the
>>                 cause for a sticky situation we find ourselves in for
>>                 a client.  A CAR was filed and we are waiting to have
>>                 TSDR and the related systems update (since Monday). 
>>                 But a Petition to the Director is needed soon, and
>>                 cannot be filed because it contains the previous
>>                 attorney information and it cannot be updated.  An
>>                 odd situation.
>>
>>                 ------------------------------------------------------------------------
>>
>>                 *From:*E-trademarks
>>                 <e-trademarks-bounces at oppedahl-lists.com> on behalf
>>                 of Gerry J. Elman via E-trademarks
>>                 <e-trademarks at oppedahl-lists.com>
>>                 *Sent:* Thursday, June 19, 2025 2:35 PM
>>                 *To:* For trademark practitioners. This is not for
>>                 laypersons to seek legal advice.
>>                 <e-trademarks at oppedahl-lists.com>
>>                 *Cc:* Gerry J. Elman <gerry at elman.com>
>>                 *Subject:* Re: [E-trademarks] New security measures
>>                 in TEAS
>>
>>                 Looks like the USPTO is seeking to stem the tide of
>>                 bogus changes of representation by adding a new layer
>>                 of approval to document
>>
>>                 such changes.
>>
>>                 But wouldn't it have been better practice to announce
>>                 the change to the practitioner community when the
>>                 change was implemented? And to have consulted with
>>                 the Office's Advisory Board to facilitate smoother
>>                 transition?
>>
>>                 -Gerry Elman
>>
>>                 Elman IP
>>
>>                 Denton, Texas
>>
>>                 Sent from my T-Mobile 5G Device
>>
>>                 -------- Original message --------
>>
>>                 From: Dale Quisenberry via E-trademarks
>>                 <e-trademarks at oppedahl-lists.com>
>>
>>                 Date: 6/19/25 3:05 PM (GMT-06:00)
>>
>>                 To: "For trademark practitioners. This is not for
>>                 laypersons to seek legal advice."
>>                 <e-trademarks at oppedahl-lists.com>
>>
>>                 Cc: Dale Quisenberry <dale at quisenberrylaw.com>
>>
>>                 Subject: Re: [E-trademarks] New security measures in
>>                 TEAS
>>
>>                 Agreed!
>>
>>                 C. Dale Quisenberry
>>
>>                 Quisenberry Law PLLC
>>
>>                 13910 Champion Forest Drive, Suite 203
>>
>>                 Houston, Texas 77069
>>
>>                 (832) 680.5000 (office)
>>
>>                 (832) 680.1000 (mobile)
>>
>>                 (832) 680.5555 (facsimile)
>>
>>                 https://link.edgepilot.com/s/a780576b/dz6cEQXwR0CAiOmzQ3lWNA?u=http://www.quisenberrylaw.com/
>>                 <https://link.edgepilot.com/s/a780576b/dz6cEQXwR0CAiOmzQ3lWNA?u=http://www.quisenberrylaw.com/>
>>
>>                 *This email may contain information that is
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>>                 Any receipt of this email by others is not intended
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>>                 you have received this email in error, please delete
>>                 it and immediately notify the sender by separate
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>>
>>                 *From: *E-trademarks
>>                 <e-trademarks-bounces at oppedahl-lists.com> on behalf
>>                 of carla calcagno via E-trademarks
>>                 <e-trademarks at oppedahl-lists.com>
>>                 *Date: *Thursday, 19 June 2025 at 3:02 pm
>>                 *To: *For trademark practitioners. This is not for
>>                 laypersons to seek legal advice.
>>                 <e-trademarks at oppedahl-lists.com>
>>                 *Cc: *carla calcagno <cccalcagno at gmail.com>
>>                 *Subject: *Re: [E-trademarks] New security measures
>>                 in TEAS
>>
>>                 For any PTO staffers, this is, in my opinion, yet
>>                 another recent change creating inefficiency, undue
>>                 cost, inefficiency and waste.  If the client has
>>                 signed the power of attorney, legally that is all
>>                 that should be required. The solution is more onerous
>>                 to whatever problem you are trying to fix.
>>
>>                 Please, change it back!
>>
>>                 On Thu, Jun 19, 2025 at 3:10 PM Rosie Yang via
>>                 E-trademarks <e-trademarks at oppedahl-lists.com> wrote:
>>
>>                     We tried to file a CAR form yesterday, and TEAS
>>                     was insisting that it had to go to the prior
>>                     attorney for approval, with the explanation
>>                     suggesting that the prior attorney might even
>>                     need to sponsor/associate with us in some way for
>>                     us to file it.  The explanation was as follows:
>>
>>                     /You will need access to the correspondence email
>>                     address or one of the courtesy email addresses
>>                     you entered in your application to receive the
>>                     authorization link. Contact your email provider
>>                     if you need to reset your email address password./
>>
>>                     /If there is an attorney representing the
>>                     trademark owner, use the sponsorship tool to
>>                     connect with them. If you're an attorney, you can
>>                     request association. Attorney support staff can
>>                     request sponsorship./
>>
>>                     /
>>                     You can save your progress by using the "Save
>>                     form" link below. You can send the saved form to
>>                     someone else with the correct authorization to
>>                     submit./
>>
>>                     We sent it to both the teas@ email account and
>>                     the Trademark Assistance Center, but have not yet
>>                     received any response on what to do.
>>
>>                     Rosanne Yang
>>
>>                     InfoLawGroup LLP
>>
>>                     ryang at infolawgroup.com
>>
>>                     614-547-9346
>>
>>                     On Thu, Jun 19, 2025 at 2:53 PM Shawn M. Dellegar
>>                     via E-trademarks
>>                     <e-trademarks at oppedahl-lists.com> wrote:
>>
>>                         I had the same thing yesterday for the first
>>                         time. TEAS sent another link to prior
>>                         appointed attorney for approval.
>>
>>                         	
>>
>>                         *Shawn M. Dellegar*
>>
>>                         Shareholder/Director
>>
>>                         222 N. Detroit Ave., Ste. 600
>>
>>                         Tulsa,
>>
>>                         	
>>
>>                         OK
>>
>>                         	
>>
>>                         74120
>>
>>                         direct line:
>>
>>                         	
>>
>>                         918.592.9807 <tel:918.592.9807>
>>
>>                         	
>>
>>
>>                         	
>>
>>                         shawn.dellegar at crowedunlevy.com
>>                         <mailto:shawn.dellegar at crowedunlevy.com>
>>
>>                         _v-card
>>                         <https://link.edgepilot.com/s/e4e7c19e/Tz-xpHg54keF4PNwAqv1Sg?u=https://crowecdn01.azurewebsites.net/vcards/Shawn-Dellegar.vcf>_
>>
>>                         	
>>
>>                         bio
>>                         <https://link.edgepilot.com/s/2e2a34a0/5DpRf3MnGESEjY1dWfhD1w?u=http://www.crowedunlevy.com/our-people/shawn-m-dellegar/>
>>
>>                         	
>>
>>                         website
>>                         <https://link.edgepilot.com/s/0fb8ffee/6iZdbR1tIUecx9Qy1c94Mg?u=https://www.crowedunlevy.com/>
>>
>>                         	
>>
>>                         	
>>
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>>
>>                         *From:*E-trademarks
>>                         <e-trademarks-bounces at oppedahl-lists.com> *On
>>                         Behalf Of *Katherine Koenig via E-trademarks
>>                         *Sent:* Thursday, June 19, 2025 1:40 PM
>>                         *To:* E-trademarks
>>                         <e-trademarks at oppedahl-lists.com>
>>                         *Cc:* Katherine Koenig
>>                         <katherine at koenigipworks.com>
>>                         *Subject:* [E-trademarks] New security
>>                         measures in TEAS
>>
>>                         *ALERT:*Email contains attachments from
>>                         external sender.   Be cautious.
>>
>>                         Has anyone else been required to seek
>>                         authorization by the applicant in order to
>>                         file a new POA? When there’s another
>>                         appointed firm, I’ve always been able to
>>                         upload a signed POA and make the change
>>                         without further authorization. Yesterday,
>>                         however, I was required to email the
>>                         applicant for authorization even though
>>                         they’d already signed a POA, which I uploaded
>>                         as always.
>>
>>                         Best regards,
>>
>>                         Katherine
>>
>>                         Dr. Katherine Koenig
>>
>>                         /Registered Patent Attorney/
>>
>>                         Koenig IP Works, PLLC
>>
>>                         2208 Mariner Dr.
>>
>>                         Fort Lauderdale, FL 33316
>>
>>                         (954) 903-1699
>>
>>                         katherine at koenigipworks.com
>>
>>                         /Targeted Intellectual Property Strategy/
>>
>>                         /The information contained in this
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>>                         communication in error, do not read it.
>>                         Please immediately reply to the sender that
>>                         you have received this communication in error
>>                         and then destroy all paper and electronic
>>                         copies.  Thank you./
>>
>>                         -- 
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