Follow the Money: The Financing of Research at UCSF

Authors: Henry R. Bourne, M.D. and Eric B. Vermillion, M.A.

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Chapter 1

1.1 2014 Annual Financial Report Overview, October, 2014

1.12 Letter from N. Brostrom, Executive Vice President of Business Operations, University of California (UC), to UC campus administrators, 29 July 2014

1.13 Associate Vice Chancellor—Budget and Resource Management. Overview of UCSF Debt

Chapter 2

2.2 See 1.1

2.3 Associate Vice Chancellor for Budget, UCSF, Report on federal & private contract & grants (2014)

2.4 Associate Vice Chancellor for Budget, UCSF. UCSF Sponsored Project Expense and Overhead Recovery (2014)

2.5 Associate Dean for Finance, UCSF School of Medicine. Dean’s operations and program support (2014), January 2015

2.6 UCSF Annual Financial Schedules (1979)

2.9 Associate Vice Chancellor for Budget, UCSF. FY 2014 Patent Allocation Distribution Summary

2.12 Associate Vice Chancellor for Budget, UCSF. Mission Bay Capital Funding Plan, see two letters from UC Vice President Larry Hershman, University of California Office of the President to UCSF Vice Chancellor Spaulding, on 23 October 2003 and 3 December 1999

2.13 Associate Vice Chancellor for Budget, UCSF. 2014 Report on Utilization of State Educational Appropriation

2.16 Associate Vice Chancellor for Budget. UCSF Regents Endowment Report for FY 2014 and UCSF Foundation Endowment Report for FY 2014

2.17 Associate Vice Chancellor for Budget, Report of Regents and Foundation Endowments for UCSF: Medicine Dean and Chancellor Office's extract

2.18 Vice Chancellor for Development, UCSF. The Infrastructure and Operations Fund, May 2014 and Infrastructure and Operations Fund Q & A, May 27, 2014

2.20 Associate Vice Chancellor for Budget, UCSF. Report on TRIP/STIP Earnings and Equity Payout, FY 2014

2.21 Vice Chancellor for Development, UCSF. Report on donor Profile by Gift Size, (2014)

Chapter 3

3.3 Associate Vice Chancellor – Budget, UCSF; 30-year table on UCSF total ICR recovered versus UCSF ICR retained by University of California Office of the President

3.5 See 2.4

3.11 Associate Vice Chancellor – Budget, UCSF; Table of Indirect cost OR rates 1982 – 2014 based on Federal A-88 agreements

3.12 Associate Vice Chancellor – Budget, UCSF; ICR Recovery 1982 – 2014

3.13 Associate Vice Chancellor Budget, UCSF; Table of Unrecovered ICR (per A-88 Agreement dated May 23, 2012)

Chapter 4

4.2 Associate Vice Chancellor—Budget and Resource Management. Summary of UCSF Space Utilization

4.6 Associate Vice Chancellor—Budget and Resource Management, UCSF. Mission Bay Capital Funding Plan: Source of Funds

4.8 Telemedicine project funding authorization - Vice President Hershman to Vice Chancellor Spaulding, December 16, 2008.  AB 94 UCSF Clinical Sciences Building project funding authorization, April 30, 2015.

4.9 Associate Vice Chancellor—Budget and Resource Management, UCSF. Overview of UCSF Debt. December 8, 2015

4.12 UCSF A-88 agreement with DHHS (Division of Cost Allocation), Exhibit A, page 1, Organized Research on-campus cost components

Chapter 5

5.1 Associate Vice Chancellor, Budget & Resource Management, UCSF. UCSF Financial Plan. October 27, 2015

5.2 Associate Vice Chancellor, Finance, UCSF. Mission Bay Capital Funding Plan: Source of Funds

5.5 See 2.6

5.10 Associate Vice Chancellor–Budget & Resource Management. UCSF History of Federal Negotiated F&A Rates–Organized Research.

5.16 Vice Chancellor–Finance, UCSF. Report on Operational Excellence and Departmental Budget Savings, August 1, 2012

5.18 Interim Senior Vice Chancellor, Finance and Administration, UCSF Financial Plan Fall 2015, Oct 13, 2015

Chapter 6

6.1 See 1.1

6.4 Associate Vice Chancellor—Budget and Resource Management, UCSF. Faculty Salary Fund Source Profile, April, 2015

Chapter 7

7.11 Associate Vice Chancellor for Budget, UCSF. UCSF Sponsored Project Expense and Overhead Recovery (2014)

7.13 Associate Vice Chancellor – Budget & Resource Management; UCSF ICR Benchmarking Data Report for FY 2013-14. Web 2 July 2015

7.16 Associate Vice Chancellor for Budget, UCSF. UCSF Sponsored Project Expense and Overhead Recovery (2004)

Chapter 8

8.10 See 2.4

8.12 See 7.13

8.15 Associate Vice Chancellor—Budget, UCSF. 2014 Report of HHMI investigator space occupancy

Chapter 9

9.10 See 2.4

9.17 See 1.1