FY 2009 Expired Lines Update & Stale Transactions Guidance SAC Meeting June 23, 2014 Nieshia Blocker

FY 2009 Expiring Lines Update Contracts Stale Transactions Guidance Update Agenda 2

LAST DAY TO CANCEL FY 2009 FUNDS WAS JUNE 20 TH (MISSED DEADLINE) 494 Lines Remain NBS FINAL CLOSE PROGRAM RUN ON July 11, 2014 Latest report to be released week of July 14 th from OALM Mailbox: all lines processed will require reporting to DCIS within three days – NOTE: if the total contract action is equal to or above $3,000.01, the base award and all modifications must be reported and finalized in DCIS. Next run scheduled for Sept. 13 th PPMB are no longer accepting Exceptions COMMUNITY MUST KEEP WORKING TO CLOSE OUT LINES THAT DID NOT MEET DEADLINE – Cost Type awards must be manually closed by a Buyer/CO FY 2009 PRISM Expired Lines Update 3

Contracts Stale Transactions Guidance Any contract open for two years or more is considered stale and eligible to be closed-out by the NBS Final Close Program. A report detailing eligible stale transactions will be sent to each IC before the Program is run. Exception requests must be sent to the IC’s/Organization’s Expired Funds/Stale Transactions point-of-contact within three weeks of receiving the report. Allowable exceptions must be signed-off by the IC’s Executive Officer or the organization’s Expired Funds/Stale Transactions point-of-contact and fall into one of the categories below: 1)Invoice still outstanding 2)Expected indirect rate increases against prior year contract periods 3)Contractor is working but delivery is not expected for some time and NIH is not required to pay until delivery 4)Funding is required to cover close-out costs The Program will run annually in September. 4

Program Parameters – Stale Contract Transactions 5 CategoryParameter Time2 years DollarUnlimited When Will the Program Be Run September OtherExclude all cost type awards

October 2014 Start of Fiscal Year Nov 2014 – April 2015 NBS Validation Reports Released Community Action: Close-out FY 2010 (5 th Year) & FY 2011 (Stale) May 2015 NBS Final Close Program Report Released & Program Run for FY 2010 (5 th Year) Community Action: Close-out FY 2010 (5 th Year) June 2015 NBS Final Close Program Report Released & Program Run for FY 2010 (5 th Year) Community Action: Complete Close-out of FY 2010 (5 th Year) and then continue closing out FY 2011 (Stale) September 2015 NBS to Run Final Close Program for FY 2010 (5 th Year) and FY 2011 (Stale) Community Action: Continue Closing Out FY 2011 (Stale) Contracts Close-Out Timeline 6

Contracts Stale Transactions Guidance Update Outreach Sessions Completed - In June OALM presented to various stakeholders to introduce Contracts Stale Transaction Guidance Communications OALM preparing to release a communication to the Acquisition Community on Contracts Stale Transaction Guidance in September Reporting nVision has completed out reach sessions on ACQ-47 requirements OALM approved new requirements and nVision working to place in production by mid-August IC Expiring Lines Points-of-Contact Kickoff meeting was on July 10, 2014 Next scheduled meeting will be in September to prepare for the October implementation of the Guidance 7

Back-Up Slides 8

Closing FY 2009 Expired Lines Update 9 Office of Acquisitions 3/19/144/9/146/6/146/20/147/11/14 OLAO1, NCI NIAID NLM NIDA NHLBI NICHD ORF CC NIEHS NITAAC NIDDK NIMH NIDCD NIA36000 NEI

Closing FY 2009 Expired Lines Update 10 Office of Acquisitions 3/19/144/9/146/6/146/20/147/11/14 CIT CSR64000 FIC NCRR NHGRI NIAAA NIAMS NIBIB NIDCR NIGMS NINDS NINR95500 OD* Grand Total 4,7512,6941, *OLAO includes OD, OTT and OD ORS