OSTP has done two financial analyses, both they admit are based on
assumptions and incomplete data. The first was released with the Nelson
memo (not 90 days before like Congress requested) and the second was done
in response to Congressional inquiry. The second did not offer anything
drastically different than the first. Many publishers (myself included) via
public comments and private communications have stressed that OSTP is
grossly underestimating the cost of the policy changes in the likely event
that most journals flip to gold OA in the next 7-10 years. It would appear
that members of Congress would like a better report. The larger question in
my mind is whether agencies will continue to change their policies even if
OSTP stands down. At that point it becomes an annual budget fight for the
agencies and Congress. It also means that agencies can temper the demands
if the memo can be ignored.

Angela Cochran
VP, Publishing
ASCO

On Fri, Mar 8, 2024 at 1:44 PM Anne Stone <[log in to unmask]>
wrote:

> Will the implementation of the Nelson memo be on hold after June 10,
> 2024?
> Is anyone on this list working in OSTP/agencies on a report newly required
> by approapriations committee? (due June 10th from what i can tell)
>
> In trying to track down the latest status of NIH/NSF policy for whether
> funding for OA publishing will be allowed to support compliance with Nelson
> memo, I spotted this
> Posted March 3, 2024 - Appropriations Committee Press Release:
> https://appropriations.house.gov/news/press-releases/appropriations-committees-release-first-fy24-package
>
> It appears that advocates for removing the language barring use of funds
> for OA publishing (Section 552) has been successful , but seems to have
> been replaced with the language below. It calls for an in-depth financial
> analysis of impact of the Nelson memo in 100 days. I recently saw something
> indicating that the report was attempted (as directed in HR 117-395), but
> there wasn't enough publicly available data to understand in-depth
> financials (can't recall where, jogging any bells for anyone else?)
>
> Open Access.-The agreement directs OSTP to produce an in-depth financial
> analysis of the August 25, 2022, Memorandum to Executive Departments and
> Agencies titled, "Ensuring Free, Immediate, and Equitable Access to
> Federally Funded Research" including the policy's anticipated impact on
> Federal research investments, research integrity, and the peer review
> process, as was previously directed in House Report 117-395, *no later than
> 100 days after the enactment of this act.* If OSTP fails to provide the
> Committees with the report within 100 days, then OSTP must pause
> implementation of the memorandum until the agency produces the report. (I
> calculate June 10 as latest date for report.)
>
> Here is the link to HR 117-395
>
> https://www.congress.gov/congressional-report/117th-congress/house-report/395/1?s=1&r=27
> see Open Access Publishing of Scientific Research.
>
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-- 
Angela Cochran

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