OCTA Budgeting Services

OCTA offers comprehensive budget services and financial negotiation specifically tailored for industry-sponsored clinical trials. 

A pilot expands OCTA budget services to eligible industry-sponsored studies that do not require clinical research billing. Have questions about budgeting for your industry-sponsored study? Contact the assigned budget analyst for your study or reach out via email at [email protected]. Visit our website and follow the steps outlined in How to Activate a Study with Us.


OCTA Budget Development and Negotiation

When an industry-sponsored study requires a coverage analysis, our OCTA Budget Analysts:

  • Develop protocol-specific budgets and negotiate with sponsors to secure sufficient financial support.
  • Ensure the use of standardized costs for research procedures and clinical trials.
  • Accurately negotiate budget and payment terms within clinical trial agreements.

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When OCTA Provides Budgeting Services

Steps when OCTA provides budgeting services

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Building Your Own Study Budget?

If OCTA is not preparing your full study budget visit Budgeting Resources.

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Other Budget and Contract Support

  • Feasibility Budgets for Industry-Funded Investigator-Initiated Trials (IITs): If you need assistance with projecting costs, you may request a feasibility budget from OCTA by submitting the Clinical Trial Activation Request Form, include the Sponsor name and attach 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 Procedural Pricing Request Form.
  • Industry Sponsored Studies That Do NOT Require Coverage Analysis: If you need budget support, and your study involves UCSF Health, ZSFG, or SFVAMC patients, their data, or specimens, please complete the Clinical Trial Activation Request Form.
  • If you need contract support, please locate your support within the Industry Contracts Division (ICD) or reach the team via email at [email protected].
  • Non-Industry Sponsored Studies: If you need budget and contract support, please contact Office of Sponsored Research.

     

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