Office of Research SPO Training - Office of Research

SPO Training

Sponsored Programs: Essentials

This class will provide an introduction to the services provided by the Office of Research – Sponsored Programs (OR/SPO), giving you a comprehensive look at the Pre-Award, Award, and Post-award functions at SPO. This overview of the Sponsored Programs Office is designed to empower participants with key information and best practices to successfully navigate campus procedures for submission of proposals and awards. You will receive general information regarding University of California and UC Davis policies as well as OR/SPO practices which must be adhered to. We hope to give you the tools to assist with determining which office will process the various documents and which determine whether an award is a gift or grant. 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. Please note, this class has combined the Sponsored Programs Essentials 1 & 2 into one class.

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!

Pre-requisite: Writing a Proposal Budget: Concepts

  • January 18, 2018, 9:00 am – 12:00 pm, Room 136, Hoagland Hall
  • March 21, 2018, 9:00 am – 12:00 pm, Room 136, Hoagland Hall
  • April 10, 2018, 9:00 am – 12:00 pm, Training & Development Classroom, Room 2400 , Ticon III

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.

  • February 20, 2018, 9:00 am – 12:00 pm, Room 136, Hoagland Hall
  • April 19, 2018, 9:00 am – 12:00 pm, Hamilton Classroom, Heitman Staff Learning Center
  • May 8, 2018, 9:00 am – 12:00 pm, Training & Development Classroom, Room 2400 , Ticon III

Electronic Research Administration

This is an overview of the electronic research administration systems that are available for submitting research proposals. There will be a hands-on lab using Cayuse SP to submit proposals to Sponsored Programs and Cayuse 424 for federal grant submissions.

  • March 8, 2018, 1:00 – 4:00 pm, Room 260, Hoagland Hall
  • May 31, 2018, 1:00 – 4:00 pm, Room 260, Hoagland Hall

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 join the Contracts & Grants listserv for additional updates and more information.

Watch the Forums live on Zoom or afterwards on YouTube!

Forum Materials

  • September 27, 2017
    • Agenda (PDF)
    • NIH New Policy on Certificates of Confidentiality (PDF)
    • Cayuse SP Roll-out and Training Schedule (PDF)
    • Current and Pending Support Documents (PDF)
    • California Model Agreement (AB20) Updates (PDF)
  • October 25, 2017
    • Agenda (PDF)
    • Export Control – What You Need to Know (and When to Call RCI) (PDF)
    • Updated Cayuse SP Roll-out and Training Scheduling (PDF)
    • UC’s Current Indirect Cost Exception Practices (PDF)


Cayuse SP is designed to manage research operations and provide a framework to track and report on sponsored program activities. It manages the life cycle of sponsored projects with Cayuse SP, a flexible, user-friendly Web application designed to reduce complexity, improve collaboration, and provide visibility from pre-award through post-award. [Learn more]

Cayuse 424 is an alternate submission system to and is required for all submissions from UC Davis effective December 31, 2017. Exceptions to use Cayuse 424 are acceptable if the sponsor mandates a specific submission method be used. Additionally, NSF proposals should be submitted through Fastlane. [Learn more]

Training opportunities and materials are available at: