Aging Demographics

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OHSUs Pursuit of Federal Stimulus Monies

• Presenters Steve Stadum, Lynne Boyle Dan
  Dorsa
• May 11, 2009

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The American Recovery and Reinvestment ActThe
Economic Stimulus Package

• 787 billion in spending
• Intended to preserve and create jobs
• Investments in infrastructure, energy and
  science, unemployment assistance, and State and
  local stabilization.
• Funding is temporary (one time or 2 year funding)
• Significant Oversight of How Funds Will be Used
• At State and Federal level

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Distribution of Stimulus Funds

• Federal Agencies
• State Agencies
• Local Government/Entities
• Mostly through existing funding streams

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How will the Stimulus Package help Oregon?

• 3.9 billion over three years (formula driven)
• Significant amount directed to General
  fund-support programs to fill budget gaps
• Additional money available through 37 billion in
  federal competitive grants
• Oregon Way Advisory Group

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The Oregon Way Advisory Group

• 12 member advisory group to Governor
• Public and private representatives
• Experience in sustainability
• Will identify, develop and prioritize proposals
  for federal competitive grants
• Looking for smart, sustainable and
  transformational projects

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Stimulus Provisions of Interest to OHSU

• Program/ Reimbursement Assistance
• Increased Medicaid FMAP to States
• Health IT incentive payments to hospital and
  physician practice
• Restores FY 09 Medicare capital IME payment cut

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Stimulus Provisions of Interest to OHSU (cont)

• Areas of Opportunity
• Science and Biomedical, Evidence-Based and
  Comparative effectiveness research (NIH, NSF,
  AHRQ, etc.)
• Education (higher education workforce, curriculum
  improvements, campus modernization, renovation
  and repairs)
• Broadband wireless infrastructure
• Health IT/electronic medical records
• Energy and environmental programs

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OHSU Internal Process
Federal Stimulus SWOT Team EVP/Govt Affairs

• Subject matter experts
• Indentify funding collaboration opportunities

• Assess short, long-term financial impact
• Recommend whether to apply

• EVP Chief project sponsor
• Govt Affairs Overall Project Mgmt

• Oversee proposals
• Coordinate financial with CFO

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OHSU Internal Process (cont)

• Financial Filter
• Seeking to offset existing costs
• Should not add costs to bottom line
• Should be consistent with existing program
  priorities
• FY 10 Budget and long-term financial plan do not
  assume stimulus dollars

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OHSU Stimulus Efforts NIH Research

• About 120 Challenge grant applications
• 154 supplements to existing grants
• 3 - 15 million construction grant applications
• 2 - 10 million core resources renovation
  applications
• 5 high-end instrumentation grant applications
• About 6 new faculty recruitment applications
  (P30s)
• 100 previously unfunded projects (solicited by
  NIH high likelihood of funding)

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OHSU Stimulus Efforts NIH Research (cont)

• NIH Criteria for construction grants
• Green
• OHSUs experience enhances competitiveness
• Institutionally sustainable
• 10 years occupancy/use
• NIH Criteria for faculty recruitment grants
• Primarily targeted at junior faculty
• Must support them after 2 years

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OHSU Stimulus Efforts NIH Research (cont)

• OHSU criteria for construction, core resource,
  and faculty recruitment applications
• Meet identified strategic priorities
• Shovel-ready plans underway
• Sustainable in future years
• 5-year business plans required
• Control points ELT approval

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OHSU Stimulus Efforts Campus Improvements/Modern
ization

• Sustainable Medical Campus Project - 350
  million
• Developed with Gerding-Edlen Development
• Direct federal award
• Collaboration with the Oregon Way
• Initial goal 50 energy and carbon reduction
• Energy efficiency upgrades
• Onsite renewables waste-to-energy conversion
• Eco-roofs and stormwater management
• On-site wastewater management
• Operations and maintenance improvements

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OHSU Stimulus Efforts Campus Improvements/Modern
ization (cont)

• Energy Performance Contracts
• Total 7.5 million of projects
• State energy program - 42 million to ODOE
• Pursuing through competitive grants
• Small Projects
• Block grants - 5.6 million in grants to Portland
• Pursuing through partnership with City
• Green roofs
• Electric car charging stations
• Stormwater management measures

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OHSU Stimulus Efforts Education

• Preparing for upcoming competitive grant
  opportunities
• Use of current health informatics coursework to
  retrain IT professionals
• Development of curriculum to educate and train
  health professions students re electronic
  medical record
• Health professions training programs

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OHSU Stimulus Efforts Patient Care

• Program/ Reimbursement Assistance
• Increased Medicaid FMAP to Oregon
• Health IT Incentive Payments to Hospital and
  Physician Practice
• Restores FY 09 Medicare Capital IME Payment Cut

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OHSU Stimulus Efforts Additional Collaborations

• Seeking partnering opportunities at local and
  state level
• Oregon Health Network and Telemedicine Project
• Workforce Development (job training for displaced
  workers, professional development for union
  employees, etc.)
• Oregon Regional Health Information Technology
  Extension Centers (ORHITEC).

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Progress to Date Successes and Challenges

• Several Notices for Grant Awards by NIH
• As of May 7, 1.7 million (7 awards) have been
  received from NIH, with many more expected.
• Rejected ODOT application re SW Campus Drive
  improvements

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Progress to Date Successes and Challenges
(cont)

• Complex
• Different levels of government carrying out law
• Confusing
• Challenge to track information/establish the
  right contacts
• Competitive
• Accelerated timeframes vs. Hurry up and wait
• Reliability of Grants.gov
• Demands on OHSU staff

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OHSU Development Update

• Current Status and Future Directions

OHSU Board of Directors Meeting
May 11,
2009
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Our shared mission
OHSU Foundation Doernbecher Foundation

• To secure private philanthropic support for
  OHSU, and to invest and manage gifts responsibly
  in accordance with donors wishes.

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Philanthropy Increasingly Important to OHSU
Ten year revenue trend to 2009
Fiscal Year
33
Highlights of past five years in OHSU fundraising

• 2004 Schnitzer Investment Corp. donates 20 acres
  on South Waterfront valued at 34 million
• 2005 Pape Family Pediatric Research Institute
  dedicated in new Biomedical Research Building, an
  advanced lab facility made possibly by
  significant and ongoing donor support
• 2006 Oregon Opportunity campaign ends, raising
  378 million for OHSU (26 above goal)
• 2007 Anonymous donor pledges 40 million in
  capital support for healthcare education building
• 2008 Phil and Penny Knight pledge 100 million
  to OHSUs cancer programs

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OHSU philanthropy in the current environment

• This will be a record year for fundraising at
  OHSU
• Year to date fundraising totals 143 million
• Excluding Knight gift, giving down 29 for OHSUF
  24 for DCHF in fiscal year to date
• Endowment value 320.2 million, -27.7 from
  prior year
• Improved market performance in March and April
  has mitigated some impacts

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Endowment performance vs. major market indices

• OHSU -27.7
• SP 500 -36.4
• MSCI World Index -41.6
• MSCI EAFE Index -45.3
• MSCI Emerging Markets -46.5
• (July 1, 2008-March 31, 2009)

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Philanthropy in the current environmentnational
trends

• According to a national survey of non-profit
  organizations, during a recession
• Private institutions are more impacted than
  public ones
• Donors prioritize direct relief organizations
• Donors are more discerning about giving choices
• In five recessions since 1967, giving fell 1
  percent annually
• Source Giving USA Foundation/ giving USA 2008

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Our shared goal

• To become the premier philanthropic organization
  in the Northwest, consistently raising at least
  100 million by 2014

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Reaching our goal

• To reach that shared goal
• We will be mission driven
• We will be unrelentingly donor focused
• We will be a great organization
• Being this kind of organization enables us to set
  aggressive fundraising goals
• This impacts OHSUs ability to change the world
  by advancing health and well-being in Oregon and
  beyond

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A preview of future for OHSU fundraising

• Establish 5-year goals that move us toward the
  ability to consistently raise 100 million per
  year by 2014
• Align foundation efforts with OHSU strategic plan
• Expand pipeline of new prospective donors
• Increased focus on major gifts and principal
  gifts

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OHSU Needs Assessment a first step toward our
goal

• OHSUF surveyed OHSU department leaders and
  faculty to identify areas of philanthropic
  need/opportunity
• OHSU has selected 14 areas identified as
  priorities for an upcoming fundraising initiative
  aimed at faculty support
• Three-year initiative will launch July 1, 2009
• Broad themes
• Recruit/retain exceptional faculty
• Provide core resources they need to do great
  things
• Support collaborative/multidisciplinary research
  ventures in OHSUs areas of greatest strength

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What our goal means for OHSU

• Recruit and retain exceptional faculty and
  students
• Expand human knowledge in health and science
• Accelerate the pace of discovery in basic
  research
• Rapidly translate laboratory discoveries into new
  treatments and cures for disease
• Provide exceptional health care to more
  Oregonians and promote disease prevention
  throughout the region
• Tackle key public health issues such as healthy
  aging, addiction, infectious disease, diabetes
  and mental illness
• Build state-of-the-art facilities