Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
`PTO Form 1960 (Rev 10/2011)
`
`OMB No. 0651-0050 (Exp 07/31/2017)
`
`Request for Reconsideration after Final Action
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`Input Field
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`SERIAL NUMBER
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`LAW OFFICE ASSIGNED
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`MARK SECTION
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`MARK FILE NAME
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`LITERAL ELEMENT
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`STANDARD CHARACTERS
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`USPTO-GENERATED IMAGE
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`ARGUMENT(S)
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`The table below presents the data as entered.
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`Entered
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`85223292
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`LAW OFFICE 105
`
`http://tmng-al.uspto.gov/resting2/api/img/85223292/large
`
`LINK·AGE CONNECTING RESOURCES FOR THE AGING
`
`NO
`
`NO
`
`Please see the actual argument text attached within the Evidence section.
`
`EVIDENCE SECTION
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`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)EVIDENCE FILE NAME(S)
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`evi_661926435-20160218100030134472_._eration_-
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`DESCRIPTION OF EVIDENCE FILE
`
`Argument and Exhibits Thereto
`
`GOODS AND/OR SERVICES SECTION (current)
`
`INTERNATIONAL CLASS
`
`DESCRIPTION
`
`035
`
`Providing services, namely group purchasing and consulting services to senior living and home care providers in the field of daily operations
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`

`
`management for senior living facilities; providing daily operations management consulting, market demographic research and investment
`services relating to senior living organizations that serve an aging population
`
`FILING BASIS
`
`GOODS AND/OR SERVICES SECTION (proposed)
`
`INTERNATIONAL CLASS
`
`TRACKED TEXT DESCRIPTION
`
`Section 1(b)
`
`035
`
`Providing services, namely group purchasing and consulting services to senior living and home care providers in the field of daily operations
`management for senior living facilities; Providing services, namely, distributorship services featuring food, medical supplies, office products,
`pharmacy products, paint and painting supplies, and personal emergency response systems, all for senior living organizations that serve the
`aging population both on and off of their senior living campuses; providing daily operations management consulting, market demographic
`research and investment services relating to senior living organizations that serve an aging population; providing business management
`services, namely, providing business operations management services to senior living organizations that serve the aging population both on
`and off of their senior living campuses; providing energy conservation services, namely, providing consulting services in the fields of energy
`consumption and usage to improve energy efficiency, all for senior living organizations that serve the aging population both on and off of their
`senior living campuses
`
`FINAL(cid:160)DESCRIPTION
`
`Providing services, namely, distributorship services featuring food, medical supplies, office products, pharmacy products, paint and painting
`supplies, and personal emergency response systems, all for senior living organizations that serve the aging population both on and off of their
`senior living campuses; providing business management services, namely, providing business operations management services to senior living
`organizations that serve the aging population both on and off of their senior living campuses; providing energy conservation services, namely,
`providing consulting services in the fields of energy consumption and usage to improve energy efficiency, all for senior living organizations
`that serve the aging population both on and off of their senior living campuses
`
`FILING BASIS
`
`SIGNATURE SECTION
`
`RESPONSE SIGNATURE
`
`SIGNATORY'S NAME
`
`SIGNATORY'S POSITION
`
`SIGNATORY'S PHONE NUMBER
`
`DATE SIGNED
`
`AUTHORIZED SIGNATORY
`
`CONCURRENT APPEAL NOTICE FILED
`
`FILING INFORMATION SECTION
`
`SUBMIT DATE
`
`TEAS STAMP
`
`Section 1(b)
`
`/april l besl/
`
`April L Besl
`
`Attorney of record, Ohio bar member
`
`5139778527
`
`02/18/2016
`
`YES
`
`YES
`
`Thu Feb 18 10:06:48 EST 2016
`
`USPTO/RFR-XX.XXX.XX.XX-20
`160218100648377068-852232
`92-5507fbe1417412413b1179
`d40c9bcc51c8e7dd64fb0f2a2
`e4dbfde079661ba9b0ef-N/A-
`N/A-20160218100030134472
`
`Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
`PTO Form 1960 (Rev 10/2011)
`
`OMB No. 0651-0050 (Exp 07/31/2017)
`
`Request for Reconsideration after Final Action
`
`

`
`To the Commissioner for Trademarks:
`
`Application serial no. 85223292(cid:160)LINK·AGE CONNECTING RESOURCES FOR THE AGING (Stylized and/or with Design, see http://tmng-
`al.uspto.gov/resting2/api/img/85223292/large) has been amended as follows:
`
`ARGUMENT(S)
`In response to the substantive refusal(s), please note the following:
`
`Please see the actual argument text attached within the Evidence section.
`
`EVIDENCE
`Evidence in the nature of Argument and Exhibits Thereto has been attached.
`JPG file(s):
`Evidence-1
`Evidence-2
`Evidence-3
`Evidence-4
`Evidence-5
`Evidence-6
`Evidence-7
`Original PDF file:
`evi_661926435-20160218100030134472_._eration_-_LINKAGE_CONNECTING_RESOURCE_FOR_THE_AGING___Design.pdf
`Converted PDF file(s) ( 27 pages)
`Evidence-1
`Evidence-2
`Evidence-3
`Evidence-4
`Evidence-5
`Evidence-6
`Evidence-7
`Evidence-8
`Evidence-9
`Evidence-10
`Evidence-11
`Evidence-12
`Evidence-13
`Evidence-14
`Evidence-15
`Evidence-16
`Evidence-17
`Evidence-18
`Evidence-19
`Evidence-20
`Evidence-21
`Evidence-22
`Evidence-23
`Evidence-24
`Evidence-25
`Evidence-26
`Evidence-27
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_E.pdf
`Converted PDF file(s) ( 2 pages)
`Evidence-1
`Evidence-2
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_F.pdf
`Converted PDF file(s) ( 9 pages)
`Evidence-1
`
`

`
`Evidence-2
`Evidence-3
`Evidence-4
`Evidence-5
`Evidence-6
`Evidence-7
`Evidence-8
`Evidence-9
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_G.pdf
`Converted PDF file(s) ( 1 page)
`Evidence-1
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_H.pdf
`Converted PDF file(s) ( 1 page)
`Evidence-1
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_I.pdf
`Converted PDF file(s) ( 1 page)
`Evidence-1
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_J.pdf
`Converted PDF file(s) ( 1 page)
`Evidence-1
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_K.pdf
`Converted PDF file(s) ( 2 pages)
`Evidence-1
`Evidence-2
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_L.pdf
`Converted PDF file(s) ( 1 page)
`Evidence-1
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_N.pdf
`Converted PDF file(s) ( 1 page)
`Evidence-1
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_O.pdf
`Converted PDF file(s) ( 10 pages)
`Evidence-1
`Evidence-2
`Evidence-3
`Evidence-4
`Evidence-5
`Evidence-6
`Evidence-7
`Evidence-8
`Evidence-9
`Evidence-10
`Original PDF file:
`evi_661926435-20160218100030134472_._Exhibit_R.pdf
`Converted PDF file(s) ( 5 pages)
`Evidence-1
`Evidence-2
`Evidence-3
`Evidence-4
`Evidence-5
`Original PDF file:
`
`

`
`evi_661926435-20160218100030134472_._Exhibit_S.pdf
`Converted PDF file(s) ( 1 page)
`Evidence-1
`
`CLASSIFICATION AND LISTING OF GOODS/SERVICES
`Applicant proposes to amend the following class of goods/services in the application:
`Current: Class 035 for Providing services, namely group purchasing and consulting services to senior living and home care providers in the field
`of daily operations management for senior living facilities; providing daily operations management consulting, market demographic research and
`investment services relating to senior living organizations that serve an aging population
`Original Filing Basis:
`Filing Basis: Section 1(b), Intent to Use: For a trademark or service mark application: As of the application filing date, the applicant had a
`bona fide intention, and was entitled, to use the mark in commerce on or in connection with the identified goods/services in the application. For a
`collective trademark, collective service mark, or collective membership mark application: As of the application filing date, the applicant had a
`bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by members on or in connection with
`the identified goods/services/collective membership organization. For a certification mark application: As of the application filing date, the
`applicant had a bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by authorized users in
`connection with the identified goods/services, and the applicant will not engage in the production or marketing of the goods/services to which the
`mark is applied, except to advertise or promote recognition of the certification program or of the goods/services that meet the certification
`standards of the applicant.
`
`Proposed:
`Tracked Text Description: Providing services, namely group purchasing and consulting services to senior living and home care providers in the
`field of daily operations management for senior living facilities; Providing services, namely, distributorship services featuring food, medical
`supplies, office products, pharmacy products, paint and painting supplies, and personal emergency response systems, all for senior living
`organizations that serve the aging population both on and off of their senior living campuses; providing daily operations management consulting,
`market demographic research and investment services relating to senior living organizations that serve an aging population; providing business
`management services, namely, providing business operations management services to senior living organizations that serve the aging population
`both on and off of their senior living campuses; providing energy conservation services, namely, providing consulting services in the fields of
`energy consumption and usage to improve energy efficiency, all for senior living organizations that serve the aging population both on and off of
`their senior living campuses
`
`Class 035 for Providing services, namely, distributorship services featuring food, medical supplies, office products, pharmacy products, paint and
`painting supplies, and personal emergency response systems, all for senior living organizations that serve the aging population both on and off of
`their senior living campuses; providing business management services, namely, providing business operations management services to senior
`living organizations that serve the aging population both on and off of their senior living campuses; providing energy conservation services,
`namely, providing consulting services in the fields of energy consumption and usage to improve energy efficiency, all for senior living
`organizations that serve the aging population both on and off of their senior living campuses
`Filing Basis: Section 1(b), Intent to Use: For a trademark or service mark application: As of the application filing date, the applicant had a
`bona fide intention, and was entitled, to use the mark in commerce on or in connection with the identified goods/services in the application. For a
`collective trademark, collective service mark, or collective membership mark application: As of the application filing date, the applicant had a
`bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by members on or in connection with
`the identified goods/services/collective membership organization. For a certification mark application: As of the application filing date, the
`applicant had a bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by authorized users in
`connection with the identified goods/services, and the applicant will not engage in the production or marketing of the goods/services to which the
`mark is applied, except to advertise or promote recognition of the certification program or of the goods/services that meet the certification
`standards of the applicant.
`
`SIGNATURE(S)
`Request for Reconsideration Signature
`Signature: /april l besl/(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)Date: 02/18/2016
`Signatory's Name: April L Besl
`Signatory's Position: Attorney of record, Ohio bar member
`
`Signatory's Phone Number: 5139778527
`
`The signatory has confirmed that he/she is an attorney who is a member in good standing of the bar of the highest court of a U.S. state, which
`includes the District of Columbia, Puerto Rico, and other federal territories and possessions; and he/she is currently the owner's/holder's attorney
`or an associate thereof; and to the best of his/her knowledge, if prior to his/her appointment another U.S. attorney or a Canadian attorney/agent
`not currently associated with his/her company/firm previously represented the owner/holder in this matter: (1) the owner/holder has filed or is
`concurrently filing a signed revocation of or substitute power of attorney with the USPTO; (2) the USPTO has granted the request of the prior
`representative to withdraw; (3) the owner/holder has filed a power of attorney appointing him/her in this matter; or (4) the owner's/holder's
`
`

`
`appointed U.S. attorney or Canadian attorney/agent has filed a power of attorney appointing him/her as an associate attorney in this matter.
`
`The applicant is filing a Notice of Appeal in conjunction with this Request for Reconsideration.
`
`Serial Number: 85223292
`Internet Transmission Date: Thu Feb 18 10:06:48 EST 2016
`TEAS Stamp: USPTO/RFR-XX.XXX.XX.XX-20160218100648377
`068-85223292-5507fbe1417412413b1179d40c9
`bcc51c8e7dd64fb0f2a2e4dbfde079661ba9b0ef
`-N/A-N/A-20160218100030134472
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`

`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`
`APPLICANT:
`SERIAL NO.:
`MARK:
`
`OFFICE ACTION MAILING DATE:
`EXAMINING ATTORNEY:
`
`Senior Resource Alliance
`85/223292
`LINK-AGE CONNECTING
`RESOURCES FOR THE AGING
`
`& Design
`August 18, 2015
`Maureen Dall Lott
`Law Office 105
`
`RE! QUEST FOR RECONSIDERATION
`
`Introduction
`
`In the August 18, 2015 Final Office Action,
`
`the Examining Attorney refused the
`
`amendment of App1icant’s services under its LINK-AGE CONNECTING RESOURCES FOR
`
`THE AGING & Design mark to: “Providing services, namely group purchasing and consulting
`
`services to senior living and home care providers in the field of daihl operations management for
`
`senior living facilities,‘ providing daily operations management consulting, market demographic
`
`research and investment services relating to senior living organizations that serve an aging
`
`population,” in Class 35.
`
`Instead,
`
`the Examining Attorney noted that Applicant may adopt
`
`the following
`
`identification of services, if accurate: “Providing services, namely, distributorship services
`
`featuring food, medical supplies, office products, pharmacy products, paint and painting
`
`supplies, and personal emergency response systems, all for senior living organizations that serve
`
`the aging population both on and off of their senior living campuses,‘ providing business
`
`management services, namely, providing business operations management services to senior
`
`living organizations that serve the aging population both on and off of their senior living
`
`campuses,‘ providing energy conservation services, namely, providing consulting services in the
`
`fields of energy consumption and usage to improve energy efficiency, all for senior living
`
`

`
`organizations that serve the aging population both on and off of their senior living campuses,” in
`
`Class 35. Applicant hereby adopts the identification of services as suggested by the Examining
`
`Attorney, and has amended its application to that extent in connection with the filing of this
`
`reply. 1
`
`The Examining Attorney also maintained the refusal of registration of Applicant’ s
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`LlNK'AGE CONNECTING RESOURCES FOR THE AGING & Design trademark on the basis
`
`of a potential likelihood of confusion with registrations for five separate marks:
`
`f 1) LINKAGE (Reg. No. 2 463 209) for “Business consulting services, relating to
`
`business and performance management, leadership, personnel recruitment and selection,
`
`career development, human resources business partnering, and designing rewards and
`
`recognition programs” in Class 35 and “Educational services, namely, conducting
`
`conferences, institutes, seminars, workshops, and classes in business and performance
`
`management,
`
`leadership, personnel recruitment and selection, career development,
`
`human resources business partnering, and designing rewards and recognition programs”
`
`in Class 41;
`
`(2) and (3) ASIAINFO LINKAGE and Designs (U.S. Reg. Nos. 4425 909 and
`
`4,425,910! for “Computer software, namely, software for use in billing, account support
`
`and management,
`
`clearing and settlement of financial
`
`transactions,
`
`customer
`
`relationship management, partnership relationship management,
`
`automate data
`
`gathering and warehousing to manage transactional data, provide statistical analysis,
`
`1 The identification of services suggested by the Examining Attorney is identical to the last identification of
`services that was accepted by the USPTO in connection with Applicant’s LINK-AGE trademark. The Examining
`Attorney’s August 18, 2015 Office Action Letter based its analysis on the accepted identification of services, and
`App1icant’s reply relies upon the same.
`
`

`
`and produce notifications and reports, data mining, and securig/, namely, user
`
`authentication and controlling computer network access,
`
`firewalls for preventing
`
`intrusion and hacking, mobile device management, e-mail,‘ computer software platform
`
`for use in mobile e—commerce, namely, an electronic financial platform that
`
`accommodates multiple types of payment and debt transactions in an integrated mobile
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`device and allow users to perform electronic business transactions via a global computer
`
`network,‘ computer software platform for use in computer network management and
`
`analytics used for process management, operations, nameh/, for billing verification, fraud
`
`detection, monitoring, measuring, analyzing, security managing, network surveillance,
`
`signal classification,
`
`traffic managing, creating and monitoring call detailed records,
`
`fraud detection and reporting information extracted from networks, switches, operating
`
`systems, of mobile devices,‘ computer software platform for use in advertising and
`
`marketing analysis, user traffic analysis, and customer segmentation and profiling,‘
`
`computer software platform for use in content delivery, namely, video on demand, music
`
`on demand,
`
`teXt on demand, audio on demand, streaming media, application map,‘
`
`computer software, namely, software development tools for network management and
`
`security” in Class 09 and “Providing business intelligence consulting services;
`
`outsourcing services in the field of customer relationship management” in Class 35;
`
`(4) A—LINKAGE (Reg. No. 3 379 376) for “Dietary Supplements sold as an integral
`
`component of Essential oils and cosmetics” in Class 03, “Dietary Supplements sold as an
`
`integral component of Vitamins, ll/lineral Supplements, Nutritional Supplements” in Class
`
`

`
`05, and “Dietary Supplements sold as an integral component of fruit drinks and fruit
`
`juices and syrups for making teas and sports drinks” in Class 32; and
`
`(5) LINKAGE (Registration No. 4 533 656) for “Agricultural seeds,‘ Fresh corn,‘ Fresh
`
`fruit and Vegetables,‘ Fresh potatoes,‘ Herb seeds for planting,‘ Plant seeds,‘ Raw
`
`mushrooms,‘ Raw oats,‘ Raw potatoes,‘ Seeds and bulbs,‘ Seeds for agricultural purposes,‘
`
`Spares and spawn,‘ Unprocessed corn,‘ Unprocessed edible seeds,‘ Unprocessed grain,‘
`
`Unprocessed oats,’ Unprocessed potatoes” in Class 31.
`
`The Examining Attorney maintains
`
`that Applicant’s LINK-AGE CONNECTING
`
`RESOURCES FOR THE AGING & Design mark is confilsingly similar to the cited registrations
`
`because the marks share the Words “LINKAGE” or “LINK AGE”, and because of an allegation
`
`that Applicant’s mark is used in connection with services that are related to the goods and
`
`services registered under the cited marks.
`
`Applicant respectfully disagrees with the Examining Attomey’s finding of potential
`
`likelihood of confusion because: (i) Applicant’s mark is distinguishable in sight, sound, meaning
`
`and commercial impression; (ii) the goods and services are not so related as to be likely to cause
`
`confusion; (iii) Applicant’s channels of trade are distinct from those of the cited marks; (iv) the
`
`significant level of sophistication among the relevant consumers makes confusion particularly
`
`unlikely; and (V) the high level of coexistence among marks utilizing the cited terms indicates
`
`that the terms afford weak protection, and Applicant’s mark should also be allowed to coexist.
`
`

`
`Applicant therefore respectfully requests that the Examiner reconsider the refusal. A
`
`Notice of Appeal of the Final Refusal is being filed simultaneously with the Trademark Trial and
`
`Appeal Board.
`
`II.
`
`Applicant’s Mark is Distinguishable in Sight, Sound, Meaning and Commercial
`Impression from the Cited Registrations when Considered as a Whole and Not
`Dissected.
`
`When considering likelihood of confusion, “[a]ll relevant facts pert