Learn: Advance Accounts and Clinical Trials

Click icon to jump down to the relevant section:

Advance Accounts

Advance account requests (also known as pre-award spending) provide PIs and Departments an opportunity to initiate a project and begin accruing charges for that project prior to receipt of a confirmed award.

• • Advance Account FAQs

Brief Advance Account “How To…” videos:

If a video doesn’t start on the first try — “This video is unavailable” — refresh the video and it should then work.

• • Request an Advance Account in Cayuse SP (length: 4:19)
  • Check Advance Account Request Status in Cayuse SP (length: 1:53)
  • How to Authorize an Advance Account Request in Cayuse SP (length: 3:08)

Advance Account Training:

• • The Cayuse SP: Awards and Post Award Actions training (Instructor-Led Training or eCourse) includes a section on Advance Accounts
    • Advance Accounts slides from training
    • “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.
      • 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)

Clinical Trials

The following materials have been developed to assist with submitting industry-sponsored clinical trial requests.

Clinical trials written materials:

• • Handbook for Department Industry-Funded Clinical Trial Staff, Principal Investigators and Approvers – Comprehensive 47-page document with screenshots for clinical trial staff, PIs and Approvers

Clinical trials training:

• • Submitting Industry Sponsored Clinical Trial Requests – SPO Training Video (YouTube) on submitting industry sponsored clinical trial requests (length: 1:32:53 – If video doesn’t start on the first try — “This video is unavailable” — refresh the video and it should then work.)

Other Proposal and Award Learning Resources