Research Intake Form

Coming Soon!

In June 2026, the UCSF Office of Research is introducing the Research Intake Form, a brief online form that must be completed before submitting a study to the UCSF Institutional Review Board (IRB). The link to the form will be published on this page before July 1.

QuestionGuidance
Why is this form being implemented?Starting a study at UCSF can be a complex process. The Research Intake Form is designed to help study teams navigate the study start-up process by identifying approvals, resources, and support services that may be needed to conduct research at UCSF and its affiliate institutions. The form also supports institutional compliance efforts.
What kind of questions will be included in the Research Intake Form? The Research Intake Form asks about topics such as study locations, planned research activities, and the use of research support services. Based on your responses, the form generates a personalized checklist of required approvals, helpful resources, and recommended next steps.
When must I complete the form?Starting July 1, this form must be completed prior to IRB submission for all new studies. It is also recommended that you revisit the form before submitting modifications that add new research locations or research support services.
Who reviews the form? 

Form responses may be shared with UCSF offices and service providers that review, oversee, or support research activities. The form will identify which groups received your responses and which groups you need to contact directly.

Please note: The IRB does not review the Research Intake Form. However, you will be asked to provide your Research Intake Form reference number in the Research Gateway IRB Study SmartForm to confirm completion. 

What happens if I complete the form incorrectly or need to revise my submission?

The form is a guidance and data-collection tool, not a compliance review. Checklist action items are recommendations, not necessarily requirements. Study teams are ultimately responsible for ensuring compliance with all applicable requirements before beginning study activities.

If you need to revise a form submission, please re-submit the form.

Whom should I contact with questions?

For technical issues or general questions about the Research Intake Form, please email [email protected].

If you have questions about how to answer specific questions on the Research Intake Form, please do not contact the IRB. Instead, complete the form to the best of your ability and use links to guidance documents or contact information for the office responsible for that topic. In addition, the personalized checklist generated at the end of the form will identify the appropriate offices and resources to contact for further assistance.

The matrix below also provides contact information for groups included in the Research Intake Form. Please refer to your personalized checklist for additional instructions and next steps.

Topic

Whom to Contact with Questions

UCSF drug studies

UCSF Investigational Drug Services (IDS)

Study activities in residences or non-patient care locations

EH&S

International research

Review the guidelines for equity in research and contact IGHS for consultation

Research at ZSFG or SFDPH

Research Protocol Application Process

SFVAHCS

See Research at SFVAHCS 

Use of human cellular tissue products

Adult BMT Lab or Pediatric CTL Lab

Use of radiation

Radiation Safety Committee/Radioactive Drug Research Committee (RSC/RDRC) 

Use of human stem cells

Human Gamete, Embryo and Stem Cell Research (GESCR) Committee

Use of animals

Institutional Animal Care and Use Committee (IACUC) 

Use of biohazards

Institutional Biosafety Committee 

Cancer studies

HDFCCC Protocol Review and Monitoring Committee (PRMC)

Clinical trial activation

Office of Clinical Trial Activation (OCTA) 

Use of generative artificial intelligence

Health AI Oversight Committee - email [email protected]

Additional technology resources/groups

Research Cybersecurity

IT: Secure Research Computing and Storage

Use of IT systems and services - IT Security Risk Assessment may be required

Research involving point-of-care lab testing 

UCSF POC Research

Use of GI biospecimens

Gastroenterology Utilization of Tissue (GUT) Committee - email [email protected]

Researchers sharing data externally 

Review these requirements - contact [email protected] with any questions

Use of CRS services - CRS scientific protocol review

Email [email protected]

Specialized Units

Neonatal Intensive Care Nursery

[email protected]

Emergency Department

Department of Emergency Medicine Clinical Research Committee (DEMCRC) - email [email protected] 

Neurologic Clinical Research Unit (NCRU)

Visit page for more info and application form

Radiology Imaging (UCSF or ZSFG)

[email protected] 

Cardiology

[email protected] 

Ophthalmology

Ophthalmology Clinical Trial Leadership Committee (OCTLC) - Review documentation

Research at UCSF Health Stanyan or Hyde Hospitals 

[email protected] 

UCSF BCH Oakland Pediatric Clinical Research Center (PCRC) or Research Infusion Center (RIC)

[email protected] 

Weill Institute for Neurosciences Translational Research Unit (WIN TRU)

WIN TRU

Useful services

Clinical Trials 

Participant Recruitment Program

Biospecimens

CTSI Biospecimen Processing Lab and Biospecimen Services Informatics Program

Drug/Device Studies

FDA Consults program

Clinical Data Extraction

Clinical Data Research consultation with Academic Research Services

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