CINXE.COM

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML+RDFa 1.0//EN" "http://www.w3.org/MarkUp/DTD/xhtml-rdfa-1.dtd"> <html xmlns="http://www.w3.org/1999/xhtml" lang="en" version="XHTML+RDFa 1.0" dir="ltr" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:dc="http://purl.org/dc/terms/" xmlns:foaf="http://xmlns.com/foaf/0.1/" xmlns:og="http://ogp.me/ns#" xmlns:rdfs="http://www.w3.org/2000/01/rdf-schema#" xmlns:sioc="http://rdfs.org/sioc/ns#" xmlns:sioct="http://rdfs.org/sioc/types#" xmlns:skos="http://www.w3.org/2004/02/skos/core#" xmlns:xsd="http://www.w3.org/2001/XMLSchema#"> <head profile="http://www.w3.org/1999/xhtml/vocab"> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta name="Generator" content="Drupal 7 (http://drupal.org)" /> <link rel="canonical" href="/budgeting-services" /> <link rel="shortlink" href="/node/111" /> <link rel="shortcut icon" href="https://trialactivation.ucsf.edu/profiles/ucsf_b1gfoot/themes/ucsf_b1gfoot_theme/favicon.ico" type="image/vnd.microsoft.icon" /> <meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1" /> <meta property="og:image" content="https://trialactivation.ucsf.edu/profiles/ucsf_b1gfoot/themes/ucsf_b1gfoot_theme/img/img-metatag.jpg" /> <meta property="og:image:width" content="940" /> <meta property="twitter:image" content="https://trialactivation.ucsf.edu/profiles/ucsf_b1gfoot/themes/ucsf_b1gfoot_theme/img/img-metatag.jpg" /> <meta property="twitter:card" content="summary" /> <meta property="og:site_name" content="Office of Clinical Trial Activation" /> <meta property="twitter:url" content="https://trialactivation.ucsf.edu/budgeting-services" /> <meta property="og:url" content="https://trialactivation.ucsf.edu/budgeting-services" /> <meta property="twitter:title" content="Budgeting Services | Office of Clinical Trial Activation" /> <meta property="og:title" content="Budgeting Services" /> <title>Budgeting Services | Office of Clinical Trial Activation</title> <link type="text/css" rel="stylesheet" href="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/css/css_kShW4RPmRstZ3SpIC-ZvVGNFVAi0WEMuCnI0ZkYIaFw.css" media="all" /> <link type="text/css" rel="stylesheet" href="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/css/css_EJL_7lrjsH8BZ6q38g9TN9dgvY5IouUd4PiJZQyBEFI.css" media="all" /> <link type="text/css" rel="stylesheet" href="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/css/css_rV3Wod_e6ST6El0CA65NgFrvcFHnCpm1z0SGwM9reQg.css" media="all" /> <style type="text/css" media="all"> <![CDATA[/*> </style> <link type="text/css" rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/hopscotch/0.2.5/css/hopscotch.min.css" media="all" /> <link type="text/css" rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/font-awesome/4.4.0/css/font-awesome.min.css" media="all" /> <link type="text/css" rel="stylesheet" href="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/css/css_-5KGL3kpG9BJtjhjan_sSs2LNKUh8DXr0FbFKbHMQxM.css" media="all" /> <link type="text/css" rel="stylesheet" href="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/css/css_47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU.css" media="print" /> <link type="text/css" rel="stylesheet" href="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/css/css_nLvXtZcmb-1qyq9PXS6sT6X-g6C8bKbx1NB3bnS-JFk.css" media="all" /> <script type="text/javascript" src="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/js/js_Pt6OpwTd6jcHLRIjrE-eSPLWMxWDkcyYrPTIrXDSON0.js"></script> <script type="text/javascript" src="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/js/js_onbE0n0cQY6KTDQtHO_E27UBymFC-RuqypZZ6Zxez-o.js"></script> <script type="text/javascript" src="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/js/js_gHk2gWJ_Qw_jU2qRiUmSl7d8oly1Cx7lQFrqcp3RXcI.js"></script> <script type="text/javascript" src="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/js/js_xe_uRFgIncjVWm4-Oa-ayIcSuU7G-5paEa2xC6Asbdg.js"></script> <script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/hopscotch/0.2.5/js/hopscotch.min.js"></script> <script type="text/javascript" src="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/js/js_Md_O18EkEkENyifmdSaTOM057n9-b6JB039etuiVtGE.js"></script> <script type="text/javascript" src="https://www.googletagmanager.com/gtag/js?id=UA-153987415-1"></script> <script type="text/javascript"> <![CDATA[//><!]]> </script> <script type="text/javascript"> <![CDATA[//><!]]> </script> <script type="text/javascript" src="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/js/js_3KU2G0XuUwThidq7lpTBQghUO1g1ty4dEdv-co66Xqw.js"></script> <script type="text/javascript" src="https://trialactivation.ucsf.edu/sites/g/files/tkssra876/f/js/js__pev76oqunwyHrozBOUwthVLhzUZgLLfKlmOonOmdkg.js"></script> <script type="text/javascript"> <![CDATA[//><!]]> </script> </head> <body class="html not-front not-logged-in page-node page-node- page-node-111 node-type-page slider-primary ucsf-b1gfoot font--header--helveticaneue nav--lock slider-no-image profile--grid sidebar sidebar--right sidebar-color--white" data-slider-speed="-1"> <div id="skip-link"> <a href="#main-content" class="element-invisible element-focusable">Skip to main content</a> </div> <div id="page-wrapper"> <div id="page"> <div class="ucsf-top-header row-full-width no-logo"> <div class="inside"> <ul class="menu"> <li class="first"><a href="https://www.ucsf.edu">University of California San Francisco</a></li> <li><a href="https://www.ucsfhealth.org/">UCSF Health</a></li> <li><a href="https://www.ucsf.edu/search" title="">Search UCSF</a></li> <li><a href="https://www.ucsf.edu/about">About UCSF</a></li> </ul> </div> </div> <div id="header" class="row-full-width"> <div class="inside clearfix"> <h1 id="site-name"> <a href="/" title="Home" rel="home"> Office of Clinical Trial Activation </a> </h1> <div class="region region-header"> <div id="block-search-form" class="block block-search"> <div class="content"> <form onsubmit="if(this.search_block_form.value=='Search'){ alert('Please enter a search'); return false; }" action="/budgeting-services" method="post" id="search-block-form" accept-charset="UTF-8"><div><div class="container-inline"> <h2 class="element-invisible">Search form</h2> <div class="form-item form-type-textfield form-item-search-block-form"> <label class="element-invisible" for="edit-search-block-form--2">Search... </label> <input title="Enter the terms you wish to search for." placeholder="Search..." class="text-input fa fa-search form-text" aria-hidden="" type="text" id="edit-search-block-form--2" name="search_block_form" value="" size="40" maxlength="128" /> </div> <div class="form-actions form-wrapper" id="edit-actions"><input type="submit" id="edit-submit" name="op" value="" class="form-submit" /></div><input type="hidden" name="form_build_id" value="form-InUUdCDIC0Rk0nU8tWb8yWOLnw94lVblD_FfPmvsXT0" /> <input type="hidden" name="form_id" value="search_block_form" /> </div> </div></form> </div> </div> <div id="block-ucsf-b1gfoot-tweaks-header-socialmedia" class="block block-ucsf-b1gfoot-tweaks"> <div class="content"> <div class="nav-social"></div> </div> </div> <div id="block-menu-block-1" class="block block-menu-block"> <div class="content"> <div class="menu-block-wrapper menu-block-1 menu-name-main-menu parent-mlid-0 menu-level-1"> <ul class="menu"><li class="first leaf menu-mlid-8906"><a href="/contact-us">Contact Us</a></li> <li class="leaf menu-mlid-1921"><a href="/how-activate-study-us" title="Links to Study Start-up Services">How to Activate a Study</a></li> <li class="expanded menu-mlid-1726"><a href="/oncore">OnCore</a><ul class="menu"><li class="first leaf menu-mlid-8916"><a href="/oncore-account-creation-training">OnCore Access and Training</a></li> <li class="leaf menu-mlid-9021"><a href="/oncore-resources">OnCore Resources</a></li> <li class="leaf menu-mlid-18646"><a href="/Financials" title="OnCore Financials">OnCore Financials</a></li> <li class="leaf menu-mlid-8941"><a href="/frequently-asked-questions-faqs" title="OnCore Frequently Asked Questions">Frequently Asked Questions (FAQs)</a></li> <li class="leaf menu-mlid-18641"><a href="/oncore-demographics-change-2022" title="Improve gender tracking and distinguish biological sex from gender identity">OnCore Demographics Change - 2022</a></li> <li class="last leaf menu-mlid-17836"><a href="/oncore-demographics-change-2021" title="Aligning APeX and OnCore demographics">OnCore Demographics Change - 2021</a></li> </ul></li> <li class="expanded menu-mlid-1881"><a href="/coverage-analysis">Coverage Analysis</a><ul class="menu"><li class="first last leaf menu-mlid-1926"><a href="/coverage-analysis-resources">Coverage Analysis Resources</a></li> </ul></li> <li class="expanded active-trail active menu-mlid-1941"><a href="/budgeting-services" class="active-trail active">Budgeting</a><ul class="menu"><li class="first leaf menu-mlid-9056"><a href="https://trialactivation.ucsf.edu/budgeting-resources" title="Helpful links and documents for budgeting. ">Budgeting Resources</a></li> <li class="last leaf menu-mlid-20056"><a href="/research-fee-schedule" title="Patient care costs for a study budget">Research Fee Schedule</a></li> </ul></li> <li class="last leaf menu-mlid-9026"><a href="/news">News</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> > <span class="breadcrumb-page-title">Budgeting</span></div></div></div> <h1 class="title" id="page-title">Budgeting Services</h1> <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-111" class="node node-page slider-primary clearfix" about="/budgeting-services" typeof="sioc:Item foaf:Document"> <span property="dc:title" content="Budgeting Services" 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"><p>The Office of Clinical Trial Activation (OCTA)聽offers comprehensive budget services and financial negotiation specifically tailored for industry-sponsored clinical trials. Visit our website and follow the steps outlined in <a href="/how-activate-study-us">How to Activate a Study with Us</a>.</p> <p>When an industry-sponsored study requires a coverage analysis, our OCTA Budget Analysts:</p> <ul style="margin-left: 40px;"> <li>Develop protocol-specific budgets and negotiate with sponsors to secure sufficient financial support.</li> <li>Ensure the use of standardized costs for research procedures and clinical trials.</li> <li>Accurately negotiate budget and payment terms within clinical trial agreements.</li> </ul> <p>Have questions about budgeting for your industry-sponsored study? Contact the assigned budget analyst for your study or reach out via email at <a href="/cdn-cgi/l/email-protection#bcdfd0d5d2d5dfddd0c8ced5ddd0cffcc9dfcfda92d9d8c9"><span class="__cf_email__" data-cfemail="beddd2d7d0d7dddfd2caccd7dfd2cdfecbddcdd890dbdacb">[email protected]</span></a>.</p> <p>聽</p> <h3>Additional services</h3> <ul> <li><strong>Procedural Pricing Estimates:</strong>聽If聽OCTA is not preparing the full study budget (e.g., non-profit studies, grant-funded studies, or budgets developed by the study department) and you need price estimates for costs billed in APeX (or Epic) for聽procedures that involve multiple CPT codes (like bone marrow biopsy and aspirate, lumbar puncture, liver or kidney biopsy, or any procedure involving anesthesia, the operating room, specialty room, treatment room, or recovery room/post-anesthesia care unit), please use the聽<a href="http://ucsf.co1.qualtrics.com/jfe/form/SV_06dONPdsGJvNp2e">Procedural Pricing Request Form</a>.</li> <li><strong>Feasibility Budgets for Industry-Funded Investigator-Initiated Trials (IITs):聽</strong>If you need assistance with projecting costs, you聽may聽request a feasibility budget from OCTA by submitting the <a href="https://ucsf.service-now.com/ucsfit?id=ucsf_sc_cat_item&sys_id=1501da561bf95490fd5d85507e4bcbde">Clinical Trial聽Activation Request Form</a>, include the Sponsor name and attach聽the study protocol or schedule of events. Alternatively, if you plan on building your own budget and only need price estimates for costs billed in APeX (or Epic), complete the <a href="http://ucsf.co1.qualtrics.com/jfe/form/SV_06dONPdsGJvNp2e">Procedural Pricing Request Form</a>.</li> <li><strong>Industry-Sponsored Studies That Do NOT Required Coverage Analysis:</strong>聽If you need budget and contract support, please <a href="https://icd.ucsf.edu/icd-departmental-assignments">locate your support</a> within the Industry Contracts Division (ICD) or reach the team via email at聽<a href="/cdn-cgi/l/email-protection#fe97909a8b8d8a8c879d91908a8c9f9d8a8dbe8b9d8d98d09b9a8b"><span class="__cf_email__" data-cfemail="10797e746563646269737f7e64627173646350657363763e757465">[email protected]</span></a>.</li> <li><strong>Non-Industry Sponsored Studies:聽</strong>If you need budget and contract support, please contact <a href="https://osr.ucsf.edu/find-my-support">Office of Sponsored Research</a>.</li> </ul> </div></div></div> </div> </div> </div> </div> </div> </div> </div> <div id="sidebar" class="column"> <div class="sidebar"> <div class="section"> <div class="region region-sidebar"> <div id="block-block-36" class="block block-block"> <div class="content"> <p><a class="btn--small btn--more--reverse" href="https://oncore.ucsf.edu/forte-platform-web/login">OnCore | UCSF ONLY | USE YOUR MYACCESS CREDENTIALS</a></p> <hr /> <p><a class="btn--small btn--white--underline" href="https://ucsf.service-now.com/ucsfit?id=ucsf_sc_cat_item&sys_id=1501da561bf95490fd5d85507e4bcbde">Clinical Trial聽Activation Request Form</a></p> <hr /> <p><a class="btn--small btn--white--underline" href="https://ucsf.service-now.com/ess/study_request">APEX Research REQUEST FORM</a></p> <hr /> <p><a class="btn--small btn--white--underline" href="https://ucsf.co1.qualtrics.com/jfe/form/SV_0AmS09jBvSgOx3o">Coverage Analysis DETERMINATION FORM</a></p> </div> </div> <div id="block-block-31" class="block block-block"> <h3>Resources for Industry Partners</h3> <div class="content"> <p><a href="/budgeting-resources">Research Fees & Items to Budget</a></p> <hr /> <p><a href="https://ucsf.box.com/s/srjsw8gvak9a9iccmexd2x6yipfjyjm0">Memo: OCTA Fees</a></p> <hr /> <p><a href="https://ucsf.box.com/s/xksx0ipxh7xp5zm6416x2vrdl0g88fvt">Memo: Investigational Drug Service Fees</a></p> <hr /> <p><a href="/sites/g/files/tkssra876/f/wysiwyg/Signed%20overhead%20letter%205.15.13.pdf" target="_blank">Memo: Indirect Cost Rates for Industry</a></p> <hr /> <p><a href="https://ucsf.box.com/s/313mx2wsrlqwnkrm4s9dh1ab2okttyr9" target="_blank">Memo: Cancer Center Fees for Oncology Studies</a></p> <hr /> <p><a href="https://ucsf.box.com/s/cul0pvki4n0om2gdbdsoy0g7gaef00kb" target="_blank">Memo: Policy on Reimbursement for Industry Sponsors</a></p> <hr /> <p><a href="/sites/g/files/tkssra876/f/wysiwyg/UCSF%20Letter%20on%20Audit%20Reimbursement.pdf" target="_blank">Memo: Policy on Reimbursements for Audits</a></p> <hr /> <p><a class="btn--small btn--white--underline" href="https://rise.articulate.com/share/FDcg4BT1FGW4_dM_VlEXoYN8sOl8SZN6#/">Sponsor Guide for UCSF Clinical Trial Activation</a></p> </div> </div> </div> </div> </div> </div> </div></div> <div id="footer"> <div class="section"> <div class="footer-bottom"> <nav aria-label="Footer Navigation" class="footer--navigation"> <ul> <li><a href="/cdn-cgi/l/email-protection#aecdc2c7c0c7cdcfc2dadcc7cfc2ddeedbcdddc880cbcadb">Contact Us</a></li> <li><a href="https://www.ucsf.edu/accessibility-resources">Accessibility</a></li> <li><a href="https://www.ucsf.edu/website-privacy-policy">Privacy Policy</a></li> <li><a href="https://websites.ucsf.edu/website-terms-use">Terms of Use </a></li> <li><a href="https://websites.ucsf.edu/azlist">A-Z Website List</a></li> </ul> </nav> <div class="footer--copyright"> <p>© 2024 The Regents of the University of California</p> </div> </div> </div> </div> </div> </div> <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script type="text/javascript"> /*<![CDATA[*/ (function() { var sz = document.createElement('script'); sz.type = 'text/javascript'; sz.async = true; sz.src = '//siteimproveanalytics.com/js/siteanalyze_8343.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(sz, s); })(); /*]]>*/ </script> </body> </html>