Learn: Award Processing

Other Proposal and Award Learning Resources

The following materials have been developed to assist with the processing of research awards.

Award FAQs

Written materials:

• • Quick Reference: Accessing Awards – 1-page document with Cayuse SP screenshots to aid with accessing awards
  • Understanding the Awards Process Handbook – Comprehensive 17-page document on the awards process at UC Davis
  • Handbook for Department Contract & Grant Staff, Principal Investigators and Approvers – document referenced in presentation: 70-page step-by-step instructions with screenshots on all aspects of Cayuse SP usage

Brief “How To…” videos:

If a video doesn’t start at first — “This video is unavailable” — simply refresh the video and it should begin.

• • New Award Set-up in Cayuse SP (length: 0:20)
  • Access Award Documents (length: 0:26)
  • Check Award Status and SPO Analyst Assignment (length: 3:08)
  • Request an Award Modification (length: 1:38)

Trainings:

• • Understanding the Awards Process (Instructor-Led Training or eCourse) – This UC Learning Center class covers the steps undertaken at UC Davis when a sponsor elects to fund a proposal and your unit’s part in the review, negotiation, and award acceptance process. The course takes approximately 40 minutes to complete. Prerequisite–Recommended: Sponsored Programs Essentials (eCourse)
    • “Unlocked” Understanding the Awards Process – this version will not earn you course credit but allows you to navigate to any section (using the menu on left) to find information you seek.
  • Cayuse SP: Awards and Post-Award Actions (Instructor-Led Training or eCourse) – This UC Learning Center class provides an overview of awards and post-award actions routed through the Sponsored Programs Office, with a focus on the use of the Cayuse SP system for shared document access and internal routing for approvals. The course covers roles and responsibilities related to awards, how awards are created and accessed in Cayuse SP, and the following post-award actions: after-the-fact awards, progress reports to sponsors, award amendments, and advance accounts (pre‐award spending). The eCourse takes approximately 40 minutes to complete. Prerequisites–Recommended: 1. electronic Research Administration (eRA) (Instructor-Led Training or eCourse) and 2. Understanding the Awards Process (Instructor-Led Training or eCourse)
    • “Unlocked” Cayuse SP: Awards and Post-Award Actions eCourse – this version will not earn you course credit but allows you to navigate to any section (using the menu on left) to find information you seek.
  • Cayuse SP – Submitting After-the-Fact (ATF) Awards – SPO Training Video (YouTube) on submitting AFT awards in Cayuse SP (length: 44:40 – if video doesn’t start at first — “This video is unavailable” — simply refresh the video and it should begin)
    • ATF Presentation – Slide deck for SPO Training Video: Cayuse SP – Submitting After-the-Fact (ATF) Awards
    • Activity 4 materials for Cayuse SP training on Submitting ATF Awards – Activity materials for SPO Training Video: Cayuse SP – Submitting ATF Awards
    • Handbook for Department Contract & Grant Staff, Principal Investigators and Approvers – document referenced in presentation: 70-page step-by-step instructions with screenshots on all aspects of Cayuse SP usage
  • Carryforward and No-Cost-Extension Requests presentation – 2-pages of presentation slides (no video recording at this time)