Closing FY 2009 Expired Funds and Lines Update Summary

Closing FY 2009 Expired Funds- Update SAC April 23, 2014 Cristy Perrin OALM

Agenda Closing FY 2009 PRISM Expired Lines Update 2

Closing FY 2009 Expired Lines Update Office of Acquisitions OLAO 2/11/2014 1,559 3/19/14 1,405 4/9/14 360 NCI 670 598 438 NIAID 939 679 664 NLM 515 510 258 NIDA 446 417 115 NHLBI 356 350 156 NICHD 323 317 153 ORF 261 215 167 CC 123 122 116 NIEHS 91 55 25 NITAAC 54 50 11 NIDDK 16 15 61 NIMH 8 8 21 NIDCD 1 5 17 NIA 6 3 6 NEI 2 2 20 3

Closing FY 2009 Expired Lines Update (cont.) Office of Acquisitions CIT 2/11/2014 - 3/19/14 - 4/9/14 2 CSR - - 4 FIC - - 5 NCRR - - 19 NHGRI - - 11 NIAAA - - 1 NIAMS - - 8 NIBIB - - 7 NIDCR - - 23 NIGMS - - 16 NINDS - - 5 NINR - - 5 Grand Total 5,104 4,751 2,694 4

FY 2009 PRISM Expired Lines with Errors FY 2009 PRISM Lines by Error Type FY 2009 PRISM Lines Eligibility Error # Lines Status # Lines Inactive PRISM Buyer, CO, or Owner In Progress Actions 1,066 Error Ineligible Eligible - Lines that can be processed by the Program* Total 2,586 629 108 Vendor Site Inactive 458 Cost Type Plus Contracts 271 Other** 162 2,694 Total 2,586 *Note: Buyers/Contracting Officers will still need to report to DCIS within three days after the NBS PRISM Stale Obligation Program processes eligible lines **Note: many of these errors may require NBS intervention. Staff should review the lines and then log an NBS helpdesk request if they cannot resolve the issue; NBS staff can then work directly with affected buyers. 5

NBS Final Close Execution and Closing FY 2009 PRISM Expired Lines Update All lines with the exception of lines expecting an invoice by September must be closed by June 20th NBS FINAL CLOSE PROGRAM Program executed on April 4, 2014 1,570 lines were closed by the Program Communication released on April 9 from OALM Mailbox: All award lines closed require reporting to DCIS within three days Next run scheduled for May 9, 2014 Exceptions are due by May 2, 2014 REPORTING Released April 14, 2014 ARRA Funds identified on TAB 1 (highlighted in yellow) Processed but Disapproved on TAB 2 54 lines that had no known errors were unable to be closed by the Program. Action Required: Buyers and COs must review and validate the lines in PRISM. If they are unable to resolve the issue, they should immediately log a ticket with the NIH IT Service Desk. 6

Expired Lines POC IC Expiring Lines POC For organizations that have established POCs, exception requests should be sent to these POCs. The POCs will compile all exception requests in an Excel template and then forward one final list to your organization s PPMB POC. Having a POC in each IC/organization will greatly reduce confusion and conflicting messages For IC/organizations that do not have a POC established, send the exception request to your PPMB contact PPMB POCs Nieshia Blocker NIAID, NIDA, NINDS, NIMH, NIEHS, NEI, NIGMS, NCRR, NINR, NIMHD Sean Holloway NCI, OD/OLAO, OD/OTT, NICHD, NHLBI, OD/ORS, CC, CIT, NCATS Cristy Perrin NIDDK, OD/ORF, NIA, NLM, NIDCR, NHGRI, NIAMS, NIAAA, NIBIB, NIDCD, NCCAM, FIC, CSR, NITAAC 7

Expired Lines POCs Organization POC (Primary listed first) PPMB POC NIAID Mahlon Lancaster Mike Kapsilis Nieshia Blocker NINR Linda Fitzwater Lori Glover Nieshia Blocker CIT Stephanie Greenleaf Robin Lyons Sean Holloway NICHD Paula Stonebanks Tim Soho Moy Sean Holloway NHGRI David Schneider Pamela Klein Cristy Perrin CSR Valerie Sanders Alicia Caffi Cristy Perrin OD/ORF Dan Hall Mona Parikh Sean Holloway 8

Expired Lines POCs (cont.) Organization POC (Primary listed first) PPMB POC NEI Felicia Powell Bryan Reed Nieshia Blocker NIEHS Syvera O Pharrow Fran Wagstaff Nieshia Blocker NCI Luke Taylor Patrick McGarey Sean Holloway NINDS Glenda Walker Gloria Smith Nieshia Blocker NCATS Sabrina Posley Denise Blackwell Sean Holloway NIDDK Jeff Weiner TBD Cristy Perrin 9

Closing FY 2009 PRISM Expired Lines Questions Questions 10