SPO Training
Quick Overview: Proposal and Award Process
Responsibilities: Principal Investigators / Department Contract & Grant Administrators
Each link below leads to helpful documents and trainings.
- Research Administration Overview
- Proposal Preparation and Submission
- Proposal Budgeting
- Cayuse SP (used to route proposals, awards and subawards internally for approvals)
- Managing Roles in Cayuse
- Cayuse 424 and NIH ASSIST (grant proposal submission systems)
- Award Processing
- Subawards
- Advance Accounts and Clinical Trials
A summary of all current and upcoming training opportunities offered by the Sponsored Programs Office can be found here.
Research Administration Forums
Our Monthly Research Administration Forum is held the fourth Wednesday of each month from 8:30 – 10:00 am via Zoom: https://ucdavis.zoom.us/j/99842677540
- Join the Contracts & Grants listserv for updates and more information.
- Watch the Forums afterwards on YouTube
Past Forum Materials
2024 Meetings
Note: If a video doesn’t start on the first try, refresh the video and it should then work.
- March 27, 2024 Zoom recording
- Forum agenda
- Zoom chat
- Proposals presentation: Compliance at the proposal stage
- Awards presentation: Agreements processed by SPO vs. agreements processed by Contracting Services
- CGA presentation: Service Now updates: new Oracle support unit & increased staff; Office hours
- February 28, 2024 Zoom recording
- Forum agenda
- Zoom chat
- CGA presentation: CGA org structure; Aggie Enterprise (AE) updates; Award/Amendment processing activity; use of Service Now; Finance AE office hours
- Proposals presentation: 2024 NIH salary cap; Reminder – NSF PAPPG update; General communications with SPO; Proposal tips & reminders
- Awards presentation: General report reminders; NIH progress reports; Submitting RPPR
- January 24, 2024 Zoom recording
- Forum agenda
- Zoom chat
- Proposals presentation: Form 800s – NASA, IPF reminders, NSF PAPPG update, update to subaward invoicing
- CGA presentation: CGA organization, award processing, data issues, KBAs, finance AE office hours
2023 Meetings
- October 25, 2023 Zoom recording
- September 27, 2023 Zoom recording
- August 23, 2023 Zoom recording
- Forum agenda
- Zoom chat
- Proposals presentation: Recruitment Update and NIH Data Mgmt & Sharing Costs
- Clinical Trials Office presentation: Support for Investigators
- Aggie Enterprise presentation: Cutover to Aggie Enterprise
- Research Ethics and Compliance Office presentation: TikTok and foreign travel with cell phones
- July 26, 2023 Zoom recording
- June 28, 2023 Zoom recording
- May 24, 2023 Zoom recording
- April 26, 2023 Zoom recording
- March 22, 2023 Zoom recording
- February 22, 2023 Zoom recording
- January 25, 2023 Zoom recording
- Forum agenda
- Zoom chat
- BIA presentation (minus salary scale impacts from UAW negotiations): 2023-24 Composite Benefit Rates & additional guidance
- CGA presentation: Migration to Oracle
- Proposals presentation: Cayuse 424 internal doc, NIH salary cap increase, NSF doc updates, NIH DMS Policy
- IRB presentation: IRB review requirements for outside sites & outside IRBs
2022 Meetings
- October 26, 2022 Zoom recording
- September 28, 2022 Zoom recording
- August 24, 2022 Zoom recording
- July 27, 2022 Zoom recording
- June 22, 2022 Zoom recording
- May 25, 2022 Zoom recording
- April 27, 2022 Zoom recording
- March 23, 2022 Zoom recording
- February 23, 2022 Zoom recording
- January 26, 2022 Zoom recording
Additional Resources
- eRA – electronic Research Administration resources, including Cayuse, eCOI, NIH ASSIST, NSF FastLane and other systems
- All About Indirect Costs– NIH “Rock Talk”
- CITI Training: Courses include Essentials of Research Administration, Human Research Protection and Responsible Conduct of Research
- CITI User Guide– How to register for a CITI course
- National Council of University Research Administrators (NCURA)
- National Organization of Research Development Professionals (NORDP)
- Office of Management and Budget (OMB) Grant Training 101
- Society of Research Administrators (SRA) International
- Types of Intellectual Property
- UCOP Online Intellectual Property Courses