1. FY17 Research Management Annual Financial Update
Awards
Proposals
Research $
FY17 Research Management Annual Financial Update
October 31, 2017

2. PHS Research Revenue Trends
Total PHS research revenues exceeded $1.6B, an increase of 6%, driven primarily by increased Federal Subcontract, Foundation, and Internally sponsored research.
Source: PHS Research Revenues FY07- FY17 Actual. PHS includes BWH, MGH, McL, SRH, and all other PHS entities.
Note: Research Activity, excludes Other Science and P&L adjustments .

3. PHS Research Revenue Sponsor Mix
Overall Federal Sponsor mix remained unchanged at 60%, with a 1% point decrease in DHHS offset by a similar increase in Federal Subcontracts.
Source: PHS Research Revenues FY07- FY17 Actual. PHS includes BWH, MGH, McL, SRH, and all other PHS entities.
Note: Research Activity, excludes Other Science and P&L adjustments .

4. FY17 Research Revenues by Institution and Sponsor Type – With Federal Subcontracts
Total Research activity is up $94M versus FY16, and up across all institutions and all sponsor categories.
*Includes Federal subcontracts sourced from Non-Profits and Foundations Note: Sponsor expenditures as a percent of Total Research Revenue, excluding All Other Science, Accruals, and P&L Adjustments

5. FY17 Immediate Sponsor Mix by Institution– Includes Federal Subcontracts – Total Revenue
Including federal subcontracts through non-profits and foundations, all federally sponsored activity accounts for 68% of BWH revenue and 54% of MGH revenue. For all of PHS, 60% of originating sponsored research is sourced through the Federal Government, which is equivalent to FY16.
While the overall dollar amount of Federal funding increased by $56M (+6.1%) for Q4 YTD FY17 versus FY16, the overall percentage of Federal funding remained unchanged due to the growth in Industry, Non-Profit (non-federal subcontracts), Foundation, and Internally sponsored research.
*Includes Federal subcontracts sourced from Non-Profits and Foundations Note: Sponsor expenditures as a percent of Total Research Revenue, excluding All Other Science, Accruals, and P&L Adjustments

6. NIH Funding Market Share Trends
FY17 NIH Funding through October 2nd is not final, though PHS increases are likely to be small. FY17 data expected to be final on 12/31/2017.
PHS Share of FY17 NIH Funding continues to remain top-ranked for Independent Hospitals and is $67M higher {+9.1%} versus this same time-frame from FY16.
New PHS FY17 NIH awards stand at $714M, and when coupled with more than $800M in new FY16 awards, we expect strong revenue growth in FY18 and beyond.
Source: NIH Funding Report, US. Department of Health and Human Services
PHS, Research Finance Analytics

7. NIH Funding Rank Trends – All Organizations
Tables with this much information are hard to read for executive audience because the eye does not know where to look. Shading might help.
# of award as a % of NIH total has remained relatively flat, but the $$ amount as of % of annual appropriations has actually increased slowly
Source: NIH Funding Report as of Oct 12, 2017, US. Department of Health and Human Services
PHS, Research Finance Analytics

8. NIH Funding Rank Trends – Independent Hospitals
Tables with this much information are hard to read for executive audience because the eye does not know where to look. Shading might help.
# of award as a % of NIH total has remained relatively flat, but the $$ amount as of % of annual appropriations has actually increased slowly
Source: NIH Funding Report as of Oct 12, 2017, US. Department of Health and Human Services
PHS, Research Finance Analytics

9. FY17 Comparison of NIH Funding by Institute versus PHS
Source: NIH Funding Report, US. Department of Health and Human Services
PHS, Research Finance Analytics

10. Partners- New Award Funding by Quarter
Note: Award quarter/year based on start date of parent award.
PHS, Research Analytics, Micro Strategy Awards FY12-FY17, data as October 19, Partners includes MGH, BWH, MCL, SRH, PHS, NWH, and IHP.

11. DHHS New Award Funding FY13-Q4 FY17
Includes 5 mega awards for $300M, with very low IDC
In FY17, 85% of DHHS New Award $ are at the Full Onsite Rate versus 83% in FY16, 86% in FY15, 53% in FY14, and 83% in FY13.
Last Updated 11/19/2018

12. Proposal Trends by Fiscal Year
FY17 Proposals down 3% vs. FY16 due to a 20% decrease in Foundations
Last Updated 11/19/2018

13. Headcount and FTE comparison – Q4 FY17 YTD vs. Q4 FY16 YTD
Research Headcount has increased by 428 (+3%) from Q4 FY16 YTD to Q4 FY17 YTD
Research FTE’s have increased by 239 (+3%) from Q4 FY16 YTD to Q4 FY17 YTD
PHS, Research Finance Analytics, Micro Strategy Reporting

14. BWH Research Revenue Trends
Total BWH research revenues exceeded $664M, an increase of 4%, driven primarily by increased Federal Subcontract, Non-Profit, and DHHS sponsored research.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

15. BWH Research Revenue Sponsor Mix
Overall Federal Sponsor mix improved to 68%, with a 2% point increase in Federal Subcontracts.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

16. MGH Research Revenue Trends
Total MGH research revenues exceeded $892M, an increase of 7%, driven primarily by increased DHHS, Federal Subcontract, Foundation, and Industry sponsored research.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

17. MGH Research Revenue Sponsor Mix
Overall Federal Sponsor mix fell to 54%, with a 1% point decrease in DHHS and Other Federal, partially offset by a 1% point increase in Federal Subcontracts.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

18. McL Research Revenue Trends
Total McL research revenues exceeded $50M, an increase of 7% versus FY16, driven primarily by increased DHHS and Federal Subcontract sponsored research.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

19. MCL Research Revenue Sponsor Mix
Overall Federal Sponsor mix increased to 64%, with a 3% point increase in Federal Subcontracts and a 1% point increase in Other Federal.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

20. SRH Research Revenue Trends
Total SRH research revenues fell 3% to $6.8M, due primarily to reductions in Foundation sponsored research.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

21. SRH Research Revenue Sponsor Mix
Overall Federal Sponsor mix increased by 1% point to 73%, with a 3% point increase in Federal Subcontracts, partially offset by slight reductions in DHHS and Other Federal.
Source: PHS Research Revenues FY07- FY17 Actual.
Note: Research Activity, excludes Other Science and P&L adjustments .

22. Immediate Sponsor Mix
Note: Immediate Sponsor expenditures as a percent of Total Research excluding All Other Science, Accruals, and P&L Adjustments.

23. Total Research Revenue Trends FY09-FY17 (without Other Science)
Note: Total Research Activity expenditures excluding All Other Science, Accruals, and P&L Adjustments.

24. Total Research Revenue Trends FY09-FY17 (with Other Science)
Note: Total Research Activity expenditures including All Other Science, Accruals, and excluding P&L Adjustments.

25. Research Activity Type Mix x Institution
The Research Activity mix in FY17 is similar to FY16 results.
Note: Expenditures by activity type as a percent of Total Research Revenue , excluding All Other Science, Accruals, and P&L Adjustments.
PHS, Research Finance Analytics

26. Proposal Trending Q4 YTD FY17 vs. FY16
Microstrategy parent proposal volume, Q4 FY17 YTD, Research Management totals excluding Confidentiality Agreements. Partners equals sum of MGH, BWH, MCL, SRH.
PHS, Research Finance Analytics

27. Proposal Volume Trending FY17 vs. FY16
-11% change versus Q4 FY16, down 3% overall FY17 vs FY16
2016
2017
Note: Q1 and Q2 proposal volumes tend to be the highest in terms of seasonality, followed by Q3 and Q4.
Microstrategy parent proposal volume, Q4 FY17 YTD, Research Management totals excluding Confidentiality Agreements. Partners equals sum of MGH, BWH, MCL, SRH

28. DHHS Success Rate by Institution
Microstrategy parent proposal volume, Q4 FY17 YTD, Research Management totals excluding Confidentiality Agreements.
PHS, Research Finance Analytics