Adam,

It is my understanding that federal appropriations limit the period for availability of funds to 7 years, after which they expire & unspent funds are returned to the Treasury.

Bobbie Ursin
Semi-retired
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From: Research Administration List <xxxxxx@LISTS.HEALTHRESEARCH.ORG> on behalf of Schreiber, Hollie <xxxxxx@OKSTATE.EDU>
Sent: Friday, February 26, 2021 9:53:12 AM
To: xxxxxx@LISTS.HEALTHRESEARCH.ORG
Subject: Re: [RESADM-L] Federal funds expiration language

In general, I do  not.  But I have a very good explanation and listing of expiring funds for USDA NFA.    If anyone needs it, drop me an email.

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HOLLIE SCHREIBER, MBA, CRA
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From: Research Administration List <xxxxxx@LISTS.HEALTHRESEARCH.ORG> On Behalf Of Malisch, Adam
Sent: Friday, February 26, 2021 9:12 AM
To: xxxxxx@LISTS.HEALTHRESEARCH.ORG
Subject: [RESADM-L] Federal funds expiration language

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Good morning everyone,

Is anyone aware of a good explanation of when federally appropriated funds expire and under what conditions those rules apply versus when there are workarounds? I found this website<https://nam04.safelinks.protection.outlook.com/?url=https:%2F%2Fwww.house.gov%2Fthe-house-explained%2Fopen-government%2Fstatement-of-disbursements%2Fglossary-of-terms%23:~:text%3DFunds%2520cancel%2520two%2520years%2520after%2Creturned%2520to%2520the%2520U.S.%2520Treasury.&data=04%7C01%7Chollie.schreiber%40okstate.edu%7Ce852f43cb502463a71a308d8da6b4fd1%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C1%7C637499501730202607%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=Mbu7z0WFgTzNHs8uwWBOfeUAhTi6JJA6CErlget5860%3D&reserved=0>, which makes everything appear very 'cut-and-dried'.

The NSF PAPPG includes this text in the no-cost extension section: "In addition, grantees must be aware that most NSF appropriated funds have a limited period of availability for expenditure before the appropriation cancels. No-cost extensions do not extend the period of availability for canceling funds." The word "most" makes me wonder which NSF-appropriated funds don't apply.

When it's relevant, we work with our PIs and the appropriate Program Officer to figure out if expiring appropriations are a problem for the specific situation at hand. But I'd love to have a better handle on this rule and when there are possible workarounds to funds expiring.

Thanks!
Adam

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Adam Malisch, MS, CRA (he, him, his)
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