July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1 - May 31, 2009

July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1 - May 31, 2009 APPROVED: ACTING APPOINTMENT SALARY Locat...
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July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1 - May 31, 2009 APPROVED: ACTING APPOINTMENT SALARY Location

Employee Name

Title

SLCG Grade

Base Salary

Salary

Incumbent's

LBNL

Paul Adams

Acting Scientific Division Director

LBNL Grade N16

$165,708

$207,135

$293,796

$173,796

$267,258

$360,720

77.5%

Previous Status:

Computer Senior Staff Scientist & Deputy Division Director

LBNL Grade 017

$165,708

$190,564

n/a

$104,448

$177,564

$250,680

107.3%

Effective Date:

3/1/2009

End Date:

indefinite

Approval Date: 04/16/2009

Range Min

Range Mid

Range Max

Approved By: Mark Yudof, President - University of California Reports To: A. Paul Alivisatos, Interim Laboratory Director

Item Detail

Previous

Approved

Percent

Exception to Policy

Annual Base Salary

$165,708

$165,708

0.0%

No

100%

100%

n/a

No

$24,856

$41,427

25.0%

Yes

Yes

Yes

n/a

No

Appointment Percentage Stipend* Standard pension and health and welfare benefits

Midpoint

*See Footnote in the Addendum

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July 2009 Regents' Meeting Addendum to Bi-Monthly Transaction Monitoring Report Reporting Period: April 1, 2009 – May 31, 2009

Paul Adams Acting Scientific Division Director

LBNL

Compensation Element

Amount

Campus Comments

Stipend

$41,427

Previously received a 15% ($24,856) stipend for Deputy Division Director responsibilities. On April 16, 2009, President Yudof approved his stipend increase to 25% ($41,427), which is an exception to policy for Acting Division Director responsibilities. Paul Adams stipend is projected to end on January 31, 2010 but may continue after January 31st until Jay Keasling returns to his position as Division Director.

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July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009

APPROVED: Stipend

Location

Employee Name

Title

UCD

Ann D. Frankel

Controller Assistant Director, Financial Services

Previous Status: Effective Date: End Date:

5/1/2009 7/31/2009

SLCG Grade

Previous New Total Annual Base Salary Salary

unslotted

$207,600

unslotted

$207,600

Approval Date: 4/17/2009

Former Incumbent's Salary

Salary Range Min

Salary Range Mid

Salary Range Max

% of Midpoint (CR)

N/A

$103,764

$168,612

$233,472

135.4%

$228,360

Approved By: Chancellor Vanderhoef Reports To: Chief Financial Officer William McGowan

Percent

Exception to Policy

Item Detail

Previous

Approved

Annual Base Salary Stipend*

$207,600

$207,600

0.0%

No

$0

$20,760

10.0%

No

20.0%

No

Finance & Administrative Services Incentive Plan (CEMRP)*

$24,912

$41,520

Total Cash Compensation (TCC)*

$232,512

$269,880

100%

100%

n/a

No

Yes

Yes

n/a

No

Appointment Percentage Standard pension and health and welfare benefits *See Footnote in the Addendum

1 of 2

July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009

APPROVED: NEW APPOINTMENT SALARY

Location

UCD

Employee Name

Title

Peggy Arrivas

Controller - Financial Services Administration, UCDHS Partner, Price Waterhouse Coopers

Previous Status: Effective Date: End Date:

7/1/2009 99/99/99

SLCG Grade

Unslotted

Previous New Total Annual Base Salary Salary

$450,000

$210,000

Former Incumbent's Salary

Salary Range Min

Salary Range Mid

Salary Range Max

% of Midpoint (CR)

$210,000

$103,764

$168,612

$233,472

124.5%

$0

Approval Date: 4/9/09

Approved By: Chancellor Vanderhoef Reports To: Vice Chancellor and Dean Pomeroy

Item Detail

Previous

Approved

Percent

Exception to Policy

Annual Base Salary*

$450,000

$210,000

-46.7%

Yes

100%

100%

n/a

No

unknown

$42,000

n/a

No

Relocation Allowance*

n/a

$0

9%

No

Standard pension and health and welfare benefits

Yes

n/a

n/a

No

MOP*

n/a

n/a

n/a

No

Moving Reimbursement*

n/a

n/a

n/a

No

Temporary housing*

n/a

$0

n/a

No

Appointment Percentage Bonuses/Incentives *

*See Footnote in the Addendum

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July 2009 Regents' Meeting Addendum to Bi-Monthly Transaction Monitoring Report Reporting Period: April 1, 2009 – May 31, 2009

Name: Ann D. Frankel Title: Assistant Director, Financial Services (Acting Controller)

UCD

Compensation Element

Amount

Campus Comments

Stipend

$20,760

Annualized stipend amount (10% of base salary) to compensate Ms. Frankel for assuming Controller responsibilities in addition to her current role as Assistant Director, Financial Services – Patient Accounts, effective 5/1/09 – 7/31/09 (actual value = $1730 x 3 months) during recruitment for the position. Ms. Frankel’s current base compensation is $207,600 with a maximum incentive (CEMRP) payment of $41,520 for total potential cash compensation of $269,880.

Name: Peggy Arrivas UCD Working Title: Controller, Financial Services Administration-UCDHS Compensation Element

Amount

Campus Comments

Base Salary

$210,000

As an exception to MSP policy, the proposed salary offer is over the midpoint of MSP Grade 7 salary range. This exception was approved by Karen Hull, Associate Vice Chancellor – Human Resources. This request was also approved by Chancellor Vanderhoef because the TCC ($252,000) exceeds the ICL.

Bonuses/Incentives

$42,000

Maximum (CEMRP) Incentive payment. This position will participate in CEMRP and may be eligible for an incentive bonus of up to 20% of the annual base salary.

Relocation Allowance

N/A

N/A

Page 1 of 2

July 2009 Regents' Meeting Addendum to Bi-Monthly Transaction Monitoring Report Reporting Period: April 1, 2009 – May 31, 2009 Mortgage Origination Program

N/A

N/A

Moving Reimbursement

N/A

N/A

Temporary Housing

N/A

N/A

Page 2 of 2

July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009 APPROVED: NEW APPOINTMENT SALARY

Location

UCI

Employee Name

Title

Rebekah G. Gladson

Associate Vice ChancellorDesign and Construction Services/Campus Architect

Previous Status:

Associate Vice ChancellorDesign and Construction Services/Campus Architect

Effective Date:

4/1/2009

End Date:

Indefinite

SLCG Grade

106

$200,000

Approval Date: 4/29/2009

Item Detail Annual Base Salary*

Previous New Total Annual Base Salary Salary

$216,800

Former Incumbent's Salary

Salary Range Min

Salary Range Mid

Salary Range Max

% of Midpoint (CR)

N/A

$154,200

$195,200

$236,100

111.1%

Approved By: Chancellor Michael V. Drake, M.D. Reports To: Wendell Brase, Vice Chancellor-Administrative and Business Services

Previous

Exception to Policy

Approved

Percent

$200,000

$216,800

8.4%

No

100%

100%

n/a

n/a

Appointment Percentage Bonuses/Incentives

n/a

n/a

n/a

n/a

Relocation Allowance

n/a

n/a

n/a

n/a

Standard pension and health and welfare benefits

Yes

n/a

No

MOP*

n/a

Yes n/a

n/a

n/a

Moving Reimbursement*

n/a

n/a

n/a

n/a

n/a n/a

n/a

Temporary housing*

No

*See Footnote in the Addendum

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July 2009 Regents' Meeting Addendum to Bi-Monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009

Rebekah G. Gladson UCI Associate Vice Chancellor-Design and Construction Services/Campus Architect Compensation Element

Amount

Campus Comments

Base Salary

$216,800

Retention increase due to recent job offers received by the incumbent and critical need to retain her.

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July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1, 2008 - May 31, 2009

APPROVED: STIPEND

Location

UCSD

Employee Name

Title

SLCG Grade

Thomas Hamelin

Director of Perioperative Services and Acting Director of Radiology Clinical Services Director of Perioperative Services

NS - MSP C

Previous Status: Effective Date: End Date:

4/1/2009 10/1/2009

$186,000

NS - MSP C

Annual Base Salary Appointment Percentage Leaders' Performance Based Compensation Plan *

Former Incumbent's Salary

Salary Range Min

Salary Range Mid

Salary Range Max

% of Midpoint (CR)

$139,270

$96,000

$144,000

$192,000

129.2%

$186,000

Approval Date: 4/1/2009

Item Detail

Stipend *

Previous New Total Annual Base Salary Salary

Approved By: Chancellor Marye Anne Fox Reports To: Mona Sonnenshein, Chief Operating Officer

Approved

Percent

Exception to Policy

$186,000

$186,000

0.0%

No

100%

100%

n/a

No

$18,600

$18,600

10%

No

0

$18,600

10%

No

Previous

*See Footnote in the Addendum

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July 2009 Regents' Meeting Addendum to Bi-Monthly Transaction Monitoring Report Reporting Period: April 1, 2009 – May 31, 2009

Thomas Hamelin UCSD Director of Perioperative Services and Acting Director of Radiology Clinical Services Compensation Element

Amount

Campus Comments

Stipend

$18,600

The stipend was approved for a duration of six months, or until one month following the appointment of the new Director of Radiology Clinical Services, whichever comes first. A one month overlap is intended to facilitate a leadership transition period.

Leaders’ Performance Based Compensation Plan

$18,600

Pending approval by the Office of the President, Mr. Hamelin is eligible to participate in the 2008-2009 Leaders’ Performance Based Compensation Plan with a maximum incentive opportunity of 10% of base salary. The Plan was submitted for review following the Regents’ agreement to maintain locally-funded clinical incentive programs that were substantially similar to the Clinical Enterprise Management Recognition Plan.

Page 1 of 1

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July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009

APPROVED: Stipend

Location

Employee Name

UCSF

French, Barbara J.

Title Associate Vice ChancellorUniversity Relations Associate Vice ChancellorUniversity Relations

Previous Status: Effective Date: End Date:

4/1/2009 3/31/2010

SLCG Grade 108

Annual Base Salary

108

Salary Range Mid

Salary Range Max

% of Midpoint (CR)

$192,300

$244,900

$297,400

102.9%

$192,300

$244,900

$297,400

102.9%

Reports To: Senior Vice Chancellor-University Advancement and Planning Spaulding

Previous

Approved

Percent

Exception to Policy

$251,900

$251,900

0.0%

No

$0

$37,785

15.0%

No

0.0%

No

n/a

No

n/a

No

$25,190

$0

$277,090

$289,685

100%

100%

Appointment Percentage Standard pension and health and welfare benefits

$251,900

Salary Range Min

Approved By: UCSF Compensation Committee

Stipend* Staff Recognition and Development Plan*

Former Incumbent's Salary

$251,900

Approval Date: 04/21/2009

Item Detail

Total Cash Compensation (TCC)

Previous New Total Annual Base Salary Salary

Yes

Yes

*See Footnote in the Addendum

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July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009

APPROVED: Extension for Acting Appointment

Location

UCSF

Former Incumbent's Salary

Salary Range Min

Salary Range Mid

Salary Range Max

% of Midpoint (CR)

Employee Name

Title

Chen, Michael W.

Chief Financial OfficerDepartment of Medicine, School of Medicine

105

$180,586

$138,200

$174,300

$210,400

103.6%

Previous Status:

Chief Financial OfficerDepartment of Medicine, School of Medicine

105

$180,586

$138,200

$174,300

$210,400

103.6%

Effective Date: End Date:

3/1/2009 6/30/2009

SLCG Grade

Previous New Total Annual Base Salary Salary

Approval Date: 04/21/2009

Item Detail Annual Base Salary School of Medicine Management Incentive Plan Stipend* Total Cash Compensation (TCC)

Approved By: UCSF Compensation Committee Reports To: Chief Operating Officer-Department of Medicine Chrisman

Previous

Percent

Exception to Policy

$180,586

$180,586

0.0%

No

$27,088

$27,088

15.0%

No

$18,059

$18,059

10.0%

No

$225,733

$225,733

100%

Appointment Percentage Standard pension and health and welfare benefits

Approved

Yes

100% Yes

n/a

No

n/a

No

*See Footnote in the Addendum

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July 2009 Regents' Meeting Bi-monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009 APPROVED: Promotion and Salary Adjustment

Location

UCSF

Employee Name

Title

Blanc, Danielle

Director of Finance and Clinical Operations Department of Surgery

MSP V

Previous Status:

Interim Administrative Director-Clinical Practices and Director-Clinical Operations, Department of Surgery

MSP IV

Effective Date: End Date:

2/1/2009 n/a

SLCG Grade

Approval Date: 05/04/2009

Item Detail Annual Base Salary School of Medicine Management Incentive Plan Stipend* Total Cash Compensation (TCC)

$165,000

$150,524

Former Incumbent's Salary

Salary Range Min

Salary Range Mid

Salary Range Max

% of Midpoint (CR)

$104,800

$138,900

$172,900

118.8%

$95,100

$126,100

$157,100

119.4%

Approved By: UCSF Human Resources Compensation Unit Reports To: Chief Finance and Operating Officer-Department of Surgery Panion

Previous

Approved

Percent

Exception to Policy

$150,524

$165,000

9.6%

No

$22,579

$24,750

15.0%

No

$30,105

$30,105

18.2%

No

$203,207

$219,855

100%

Appointment Percentage Standard pension and health and welfare benefits

Previous New Total Annual Base Salary Salary

Yes

100% Yes

n/a

No

n/a

No

*See Footnote in the Addendum

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July 2009 Regents' Meeting Addendum to Bi-Monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009

Name BARBARA FRENCH UCSF Working Title Associate Vice Chancellor – University Relations Compensation Element

Amount

Campus Comments

Stipend

$37,785

Senior Vice Chancellor-University Advancement and Planning Spaulding has voluntarily reduced his time to 55% under the START (Staff and Academic Reduction in Time) program guidelines effective March 1, 2009. During these challenging economic times, the contributions of the University Advancement and Planning department is ever more critical to the sustained operations and services provided to the community by UCSF. Associate Vice ChancellorUniversity Relations French has assumed the balance of duties no longer handled by SVC Spaulding due to his reduction in time and a 15% stipend is recommended in recognition of the additional scope of work.

Staff Recognition and Development Program

$25,190

Per policy, ineligible to participate in the Staff Recognition and Development Program (SRDP). Participation was limited to non-SMG staff with an annual base salary of less than $100,000, as amended by the Regents effective January 14, 2009. Ms. French was previously eligible to participate in the SRDP.

Name MICHAEL CHEN UCSF Working Title Chief Financial Officer-Department of Medicine, School of Medicine Compensation Element

Amount

Campus Comments

Stipend

$18,059

Continuation of a 10% administrative stipend ($18,059) for his continued role as the Vice Chair/Chief of the Medical Services at San Francisco General Hospital. At the time of Mr. Chen’s appointment the Department of Medicine was confident that his successor would be able to assume the Vice Chair/Chief role no later than March 1, 2009; unfortunately, Dr. Powe was unable to assume the

Page 1 of 2

July 2009 Regents' Meeting Addendum to Bi-Monthly Transaction Monitoring Report Reporting Period: April 1, 2009 - May 31, 2009 role until April 26, 2009. Due to the change in the timing the UCSF Compensation Committee approved a stipend extension for a period starting March 1, 2009, to end no later than June 30, 2009. Stipend ended effective April 25, 2009.

Name DANIELLE BLANC UCSF Working Title Director of Finance and Clinical Operations-Department of Surgery, School of Medicine Compensation Element

Amount

Campus Comments

Total Cash Compensation

$219,855

Ms. Blanc’s total cash compensation exceeds the $214,000 reportable threshold; however, she is not a part of the defined Senior Leadership Compensation Group (SLCG) as her classification and grade are MSP V. As part of a comprehensive organizational review of the Department of Surgery conducted by the School of Medicine in collaboration with UCSF Human Resources, Ms. Blanc’s position was restructured and her classification was increased to MSP V. Ms. Blanc also received a 9.6% base salary increase ($14,476) in recognition of the additional scope of work. Additionally, a continuation of the administrative stipend (30,105) for her duties as Interim Administrative Director-Clinical Practices was approved for the duration of the position’s vacancy.

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