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DSCP</a></li> </ul></div> </div> </div> </div> </div> </div> <div id="breadcrumb" class="row-full-width"><div class="inside"><h2 class="element-invisible">You are here</h2><div class="breadcrumb"><a href="/">Home</a> > <a href="/department-units">Department Units</a> > <span class="breadcrumb-page-title">Financial Planning & Institutional Analysis</span></div></div></div> <div class="content-top"> </div> <div id="main-wrapper"> <div id="main" class="clearfix"> <div id="content" class="column"> <div class="inside"> <a id="main-content"></a> <div class="tabs"></div> <div class="region region-content"> <div id="block-system-main" class="block block-system"> <div class="content"> <div id="node-3386" class="node node-page slider-secondary clearfix" about="/financial-planning-institutional-analysis" typeof="sioc:Item foaf:Document"> <span property="dc:title" content="Financial Planning & Institutional Analysis (FP&IA)" class="rdf-meta element-hidden"></span><span property="sioc:num_replies" content="0" datatype="xsd:integer" class="rdf-meta element-hidden"></span> <div class="content"> <div class="field field-name-field-body field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><hr class="orange" /> <h1>Financial Planning & Institutional Analysis (FP&IA)</h1> <p><span style="color:null;"><span style="font-size:20px;">The FP&IA team is responsible for financial planning and data management for Budget and Resource Management. Teams from UPlan, Capital Budget, the FAS Data Security and Compliance Program and Institutional Analysis have joined to provide a holistic approach to data and in-depth analyses.</span></span><span style="color:#007cbe;"><span style="font-size:20px;"> </span></span></p> <hr class="orange" /> <p>聽</p> <div class="wysiwyg_twocols layout--80-20"> <div class="wysiwyg_twocols--first bg--transparent"> <div class="wysiwyg_twocols layout--50-50"> <div class="wysiwyg_twocols--first bg--transparent"> <p style="text-align: left;"><span style="font-size:18px;"><a class="buttonblock" href="/capital-budget" style="background-color: rgb(5, 32, 73); border: 1px solid rgb(5, 32, 73); color: rgb(255, 255, 255); display: inline-block; padding: 8px 10px; text-shadow: none; border-radius: 10px;"><span style="color:null;">Capital Budget</span></a></span></p> <p><span style="font-size:18px;"><a class="buttonblock" href="https://financesecure.ucsf.edu/saml_login?destination=node/6" style="background-color: rgb(5, 32, 73); border: 1px solid rgb(5, 32, 73); color: rgb(255, 255, 255); display: inline-block; padding: 8px 10px; text-shadow: none; border-radius: 10px;"><span style="color:null;">F&A Monthly Report*</span></a></span></p> <p><span style="font-size:18px;"><a class="buttonblock" href="https://financesecure.ucsf.edu/saml_login?destination=node/346" style="background-color: rgb(5, 32, 73); border: 1px solid rgb(5, 32, 73); color: rgb(255, 255, 255); display: inline-block; padding: 8px 10px; text-shadow: none; border-radius: 10px;"><span style="color:null;">Other Finance Reports*</span></a></span></p> <p style="text-align: left;"><span style="font-size:18px;"><a class="buttonblock" href="/uplan" style="background-color: rgb(5, 32, 73); border: 1px solid rgb(5, 32, 73); color: rgb(255, 255, 255); display: inline-block; padding: 8px 10px; text-shadow: none; border-radius: 10px;"><span style="color:null;">UPlan</span></a></span></p> </div> <div class="wysiwyg_twocols--second bg--transparent"> <p><img alt="Financial Planning and Institutional Analysis uni organization chart." height="350" src="/sites/g/files/tkssra1716/f/wysiwyg/BRM_FPIA_Org_Chart_20230222.png" width="579" /></p> </div> </div> <p><span style="font-size:14px;"><span style="color:#000000;"><em>*MyAccess login required</em>.</span></span></p> <p><span style="color:#000000;"><span style="font-size:20px;">Functions & Topics</span></span></p> <ul> <li><span style="color:#000000;">Development of the</span><a href="/sites/g/files/tkssra1716/f/BRM_Org_Chart_20230222.pdf"><span style="color:#000000;"> </span></a><a href="https://brm.ucsf.edu/10-year-financial-plan">annual ten-year financial plan* (*MyAccess Login required)</a></li> <li><a href="https://space.ucsf.edu/resources">Annual ICR Benchmarking System Report</a></li> <li><a href="/sites/g/files/tkssra1716/f/wysiwyg/VLA_20170829.pdf">Vacation Leave Assessment Rate Calculations</a></li> <li><span style="color:#000000;">Sponsored activity and F&A cost recovery revenue projections</span></li> <li><span style="color:#000000;">Financial analysis related to space utilization</span></li> <li><span style="color:#000000;">Planning and management of campus capital budgets</span></li> <li><span style="color:#000000;">Investment and debt strategy</span></li> <li><span style="color:#000000;">Planning systems</span></li> <li><span style="color:#000000;">Supporting strategic planning and decision making through the analysis, presentation, and distribution of institutional related research data</span></li> <li><span style="color:#000000;">Overseeing complex data compilation, report development and archiving activities in support of institutional research and financial planning goals, including maintenance of data mart and data visualization tools</span></li> <li><span style="color:#000000;">Ad hoc analyses</span></li> </ul> </div> <div class="wysiwyg_twocols--second bg--interactive-blue"> <p><span style="font-size:24px;"><img alt="Contact us icon." height="30" src="/sites/g/files/tkssra1716/f/wysiwyg/icon_Contacts_white.png" width="30" /> Contacts</span></p> <p><a href="/cdn-cgi/l/email-protection#226847504d4f470c71434962574151440c474657">Jerome Sak,</a><br /> Executive Director</p> <p><a href="/cdn-cgi/l/email-protection#2b4f4a4505494e4a464a456b5e48584d054e4f5e">Dan Beaman</a><br /> (415) 502-2618</p> <p><a href="/cdn-cgi/l/email-protection#244045524d400a4c45504c4553455d64514757420a414051">David Hathaway</a><br /> (415) 476-2304</p> <p><a href="/cdn-cgi/l/email-protection#721113001d1e5c1e071d1c1532071101145c171607">Carol Luong</a></p> <p><a href="/cdn-cgi/l/email-protection#7115141f18025f1f140107140431041202175f141504">Denis Nepveu</a><br /> (415) 502-0380</p> <p><a href="/cdn-cgi/l/email-protection#f79b9d8295989a9e85d98483969d9e94b782948491d9929382">Ljubomir Stajic</a><br /> 聽</p> </div> </div> </div></div></div> </div> </div> </div> </div> </div> </div> </div> <div id="sidebar" class="column"> </div> </div></div> <div id="footer"> <div class="section"> <div class="region region-footer"> <div id="block-block-16" class="block block-block"> <div class="content"> <div align="center"> <p style="text-align: left;"><span style="font-size:18px;"><a class="button" href="/content/contact-webmaster" style="background-color: rgb(0, 124, 190); 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