The Research Operations unit under the School of Medicine Office of Research (SOMOR) facilitates research administration activities by providing various services including those listed below.

For inquiries, please submit a Request Services form.

The Research Operations unit is responsible for the management of the Sponsored Programs for the School of Medicine. It reviews and processes all SOM proposals including research grants and health science contract proposals.

All SOM proposals are electronically routed and processed through Cayuse SP from SOM departments and units to UC Davis Sponsored Programs.

To submit a proposal for a Sponsored Programs:

  • Please review the guidelines (PDF) and workflow (PDF) prior to submitting your proposal for SOM’s approval.
  • Use Mozilla Firefox to submit your proposal.
  • Make sure to list SOM as the last unit in the approval chain when submitting your proposal.
  • Once all the applicable Department Chairs/Directors have approved the proposal in Cayuse SP, the system will automatically send an email notification to SOM indicating there is a pending approval.
  • SOM requires at least 1 business day after the Cayuse email notification for review before it is approved.
  • Please check the FAQs for answers on common questions. If you have any inquiry, submit a request or contact somor@ucdavis.edu or 916-703-9141 for SOM procedure clarification or concerns.

Note: For clinical trials that go to Health Systems Contracts, please follow the updated Clinical Trials (CT) Workflow (PDF).

When submitting to the UC Davis Health Clinical Trials Contracts office, it is important to know that:

  • All Confidential Disclosure Agreements (CDA’s) should continue to be submitted directly to the Clinical Trials Contracts Office analyst (Lorie Dilts: ledilts@ucdavis.edu) via email with an editable agreement and e-mail chain that identifies the external contact for negotiation.
  • Review the Handbook for Department Industry-Funded Clinical Trial Staff, Principal Investigators and Approvers for step-by-step instructions (PDF) on how to submit through Cayuse SP.
  • You will still need to secure a signature from your Department Chair on the Unified Budget Template (UBT). After the UBT has been signed by the Department Chair, you will submit the UBT to the Clinical Trials Contracts budget analyst (Julie Calahan; jecalahan@ucdavis.edu), who will review and upload into Cayuse SP.
  • Review the CT business process workflow (PDF) to determine the responsibilities of the department. This workflow is also included in the Handbook.
  • All conflict of interest (COI) disclosures on the 700U and Form 800 will be required to be submitted through the eCOI online disclosure system beginning July 1st. Please contact the Research Compliance and Integrity team directly with any questions on this process.

Overview and useful information for proposal and awards management:

Contact (somor@ucdavis.edu or 916-703-9141) with any questions for SOM procedure clarification or any other questions.

Contact the Cayuse Rapid Response Team (ORCayuseHelp@ucdavis.edu) with any questions for Cayuse SP and/or 424 assistance and cc: SOMOR@ucdavis.edu.

Research data analysis/preparation of analytical reports for various data including, but not limited to

  • Blue Ridge Institute for Medical Research, a nonprofit organization that uses the NIH’s Research Portfolio Online Reporting Tool for its annual reports and rankings. This data analysis includes all SOM departments and rankings from the last ten years.
  • UC Davis Office of Research grant data analysis from quarterly data of all SOM grants and health science contracts. It includes extramural funding by administrative and home departments for federal vs. non-federal funding, types of NIH funding by institution, etc.
  • Publication data analysis utilizing SciVal and Web of Science Insights as another metric of overall assessment of SOM, in addition to grant analytics.

This program provides one-time funding to PIs who have lost or will lose their primary extramural funding. Funds ensure continuation of a research project for an interim period until extramural support can be reestablished. The PI Bridge Program is administered by the UC Davis Office of Research, but bridge applications are processed and awarded by each school and college.

Guidelines for PI Bridge funding (PDF).

Limited submissions (coordinated collaboratively with UC Davis Office of Research) is a funding program in which the sponsor sets an institutional limit for the number of applications or proposals the campus can submit or specific restrictions on applications that can be submitted by an institution to a specific request for applications (RFA). Examples of Limited Submissions include:

For more information please contact somor@ucdavis.edu or submit a request for services.

Award nominations – assist in nominating SOM faculty for UC Davis, national, international and private foundation sponsored awards in collaboration with UC Davis Academic Affairs. A few examples of awards are listed below.

Most facilities (core and shared resource facilities) develop from a bottom up approach to meet the needs of an individual or a small group of investigators. Expanding access to the facility services by others in the research community results in service expectations of the user community that are best met by development of formal access and use policies as well as a formal method of sharing ongoing expenses across all users. This transition from a small, dedicated user base to a professional core that serves many needs to include development of a management plan to guide the transition and to ensure long-term sustainability along with approved new recharge rates or changes to existing approved rates per UC Davis Budget and Institutional Analysis (BIA) policies/guidelines.

All SOM departments or units that plan to develop a new facility that will recharge for services should contact somor@ucdavis.edu with a completed SOM Business Plan Template (DOC) and Recharge Calculation Worksheet 2.0 (XLSX). Regardless of recharge rate approval authority, all files are internally reviewed by SOMOR prior to submission of finalized files to BIA.

Key points regarding recharge activities:

  • Recharge activities must operate on a break-even basis.
  • Recharge facilities that are expected to generate less than $50,000 recharge revenue per year are approved by the Dean/Vice Provost/Vice Chancellor, but a copy of the recharge calculation worksheet must be submitted to recharge@ucdavis.edu.
  • SOM Department must submit updated forms eleven months after recharge rate approval to somor@ucdavis.edu for review and approval for the following year along with an updated MOU with the respective department.
  • Recharge facilities that are expected to generate less than $50,000 recharge revenue per year then the office of the dean/vice provost/vice chancellor must submit the proposal to BIA for approval.
  • Once every three years, the Recharge Group must review activities that (1) involve mandated goods or services that generate more than $500,000 in recharge revenue, or (2) generate more than $200,000 in annual federal recharge revenue. Normally, the latter is referred to the Federal Recharge Group for review.
  • SOM Department must submit updated forms eleven months after recharge rate approval to somor@ucdavis.edu to ensure the facility is breaking even and no significant changes have occurred.Once every three years, the Recharge Group must review activities that (1) involve mandated goods or services that generate more than $500,000 in recharge revenue, or (2) generate more than $200,000 in annual federal recharge revenue. Normally, the latter is referred to the Federal Recharge Group for review.
  • SOM Department must submit updated forms eleven months after recharge rate approval to somor@ucdavis.edu to ensure the facility is breaking even and no significant changes have occurred.

For questions regarding BIA’s recharge operation rate packet, please contact recharge@ucdavis.edu.

For questions regarding the SOM business plan template, please contact somor@ucdavis.edu.

Overview and useful information from UC Davis BIA for recharge rate development:

UC Davis Budget and Institutional Analysis Detailed Guidelines (PDF) for Recharge Activities and Rates

Recharge Operation Workbook Version 1.0 (PDF)

Policies and Procedures Chapter 340, section 25

The Recharge Activity Table (PDF)

Detailed Guidelines for Recharge Activities and Rates (PDF)

Rate Calculation Worksheet 2.0 (XLSX)

Administrative Coordinating Council of Deans (ACCD) provides institutional matches in support of major extramural grants that involve faculty from three or more schools/colleges/divisions (or faculty from Office of Research and two colleges/ schools/ divisions).

Researchers should consult and review the preferred templates with the School of Medicine, Office of Research prior to presenting to ACCD by emailing somor@ucdavis.edu.

All match requests are reviewed initially for:

    • Academic merit
    • Scope of impact
  • Minimum of 3 units: Office of Research + 2 colleges/divisions/schools or 3 colleges/divisions/schools
  • Breadth of faculty involved in the grant proposal and whether a match is required (formally or implicitly) by the funding agency or simply desired

If a request does not pass initial review, it may be negotiated outside of ACCD by email led by the UC Davis Office of Research. The Associate Dean from the School of Medicine may refer PI to the School of Medicine Grants Facilitation Unit or to the Interdisciplinary Research Support (IRS) team in the Office of Research for guidance.

The Research Finance Managers Meeting (RFMM) consists of grant administrators, finance managers and Chief Administrative Officers (CAOs) from the various School of Medicine Departments and Units. The committee meets quarterly with regular updates from UC Davis SOM Accounting & Financial Services, UC Davis SOMOR, UC Davis Office of Research SPO, UC Davis Health Contracts Office and guest speaker(s) from various UC Davis offices.

Principal investigators (PI) can submit Letter of Support (LOS) requests through the Service Request form.