SPO Training

Sponsored Programs: Essentials – Part 1: Introduction to SPO & Pre-Award

This class will provide you with an introduction to the services provided by the Office of Research – Sponsored Programs (OR/SPO), as well as a comprehensive look at the Pre-Award process. This overview of the Sponsored Programs Office is designed to empower participants with key information and best practices to successfully navigate campus procedures in the submission of proposals. Additionally, you will receive general information about UC and UC Davis policies, and OR/SPO practices that must be adhered to in order to efficiently route proposals through OR/SPO for approval before being forwarded to the prospective sponsors. This course will be relevant for those new to the sponsored projects enterprise, and in light of recent changes may also be valuable to more experienced personnel.

  • January 26, 2016 – 1:00 – 4:00 pm, Hoagland Hall Rm. 136
  • March 7, 2017 – 9:00 am – 12:00 pm, Hoagland Hall Rm. 136

Sponsored Programs: Essentials – Part 2: Post-Award

This comprehensive overview of the Award and Post-award functions of the Sponsored Programs Office is designed to empower participants with key information and best practices to successfully navigate campus procedures for research awards.  Topics of this course include:

  • “Which campus office processes this document: SPO, Campus Contracting, Health Contracts, or Development?”
  • “Is this a Gift or a Grant?”
  • “Why does SPO have to negotiate terms in my award? Is SPO being too nit-picky?”
  • “Help – I need a subaward!”

This course will be relevant and readily useful to both experienced, campus constituents, as well as those new to UC Davis.

Proposal Preparation and Submission

This course will help you to obtain the information needed to prepare and submit a proposal through the Sponsored Programs Office at UC Davis. Topics include: when you might use extramural funding for; types of sponsors, types of proposals and awards, principal investigator eligibility, understanding a call for proposals, proposal guidelines, components of a proposal, institutional forms, department research administrator steps, and how to submit a proposal to Sponsored Programs. After completing this course, attendees should be able to successfully compile a proposal packet and submit it to Sponsored Programs.

Writing a Proposal Budget: Concepts

In this on-line course, participants will learn about the components and principles of a project budget and how these lead to the development of a final proposal budget. Topics covered include: cost components that make up a budget, universal cost principles applicable to preparing project budgets, budgeting techniques and practices, calculating F&A costs, and budgeting tools and resources. This course is a prerequisite for “Writing a Proposal Budget: Lab.”


Writing a Proposal Budget: Lab

In this session, attendees will apply the knowledge they obtained in the online class “Writing a Proposal Budget: Concepts”. Attendees will use case studies, sample forms, and group discussion to learn how to successfully complete a proposal budget. Applied activities include topics such as determining budget categories, determining appropriate F&A rate, applying and calculating the correct F&A rate, creating a budget justification, and more

Understanding the Awards Process

Once a sponsor elects to fund a proposal, the review, negotiation and award acceptance process begins. This course walks you through what is happening in the Sponsored Programs Office, and what to do when the accepted agreement arrives in your office.

Our Monthly Research Administration Forum is held on the 4th Wednesday of every month at The Office of Research – 1850 Research Park Dr., Conference Room 200.  Please joint the Contracts & Grants listserv for additional updates and more information.

Watch the Forums live on Zoom or afterwards on YouTube!

  • Wednesday, September 23rd Presentation (PDF)
  • Wednesday, January 27th
    • Forum Presentation (PDF)
    • AB20 Campus Outreach Presentation (PDF)