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Research Administration

Intellectual Property

  • Copyrights at UC Davis
  • This workshop will provide an overview of the U.S. copyright law and its implications for research, publishing and teaching at UC Davis.The instructors will provide the basics of copyright protection with focus on an academic setting. They will talk about limitations to the copyright law such as fair use, best practice to obtain permissions to use copyrighted material, and the procedure to register copyrights for works created at UC Davis.Other forms of intellectual property protection, such as patents and trademarks, will also be discussed.

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  • Intellectual Property at UC Davis
  • Last year alone:
    - UC Davis received over $750 Million in research funding from external sources
    - Over 180 new inventions were reported to InnovationAccess by UCD inventors
    - UC Davis generated over $11 Million in licensing income from patent rights.

    The Sponsored Programs and InnovationAccess Offices within the Office of Research work together to support the continuum of innovation at our campus – from developing a new research project with a sponsor to protecting new inventions and transferring technologies to industry partners for commercializing in the marketplace. This course aims to explain why IP language in research agreements is important and can have implications lasting after the research project is concluded. This course will explain your rights, as a UC employee, under UC Patent Policy, and will detail the technology transfer process for new inventions.

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  • Intellectual Property and Technology Transfer Series (eCourses)

Research Administration

  • Costing Principles
  • An in-depth study that focuses on understanding and applying tests for allowability, allocability, reasonableness and consistency. Additional topics covered include distinguishing direct from indirect costs, requirements for cost transfers, and effort reporting.

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  • Financial Closeouts
  • The focus of this course is on giving the research administrator an understanding of the steps involved in closing out an extramural award with emphasis on ensuring complete and accurate data in DaFIS to facilitate final reporting. Participants will practice using DaFIS reports to complete simple financial reports.

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  • Indirect Costs
  • This course provides instruction on direct versus indirect costs with emphasis on the practical application of budgeting and re-budgeting with indirect costs. Participants will be able to effectively apply indirect rates when preparing or adjusting budgets.

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  • IRB New Submitters Training
  • The function of the IRB is to protect the rights and welfare of research participants and to ensure that UC Davis researchers adhere to high ethical standards and comply with all applicable regulations. This course is designed for those new to human subject research at UC Davis. The content includes an introduction to our electronic submission system, IRBNet, a description of the types of projects which require IRB review, an overview of the IRB review process, and an outline of IRB submission types and required documents. Attendees will learn guidelines for successful submissions to the IRB.

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  • IRB Protocol Writing Lab
  • During this hands-on protocol writing lab, you will work independently at a computer while an IRB Analyst guides you through two of the essential documents for IRB review of a new research project: HRP-503 Protocol Template and Initial Review Application. At the end of the session you should have a clear idea of the information is needed to complete the application and how to submit an application for IRB Review. This class is designed to complement the IRB New Submitter Class.

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  • Post-Award Administration, Part 1 
  • An overview of the award lifecycle, start-up tasks for new awards, charging practices, ledger review, cost transfers, and subawards. (Keyword: RACS)

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  • Post-Award Administration, Part 2 
  • An overview of effort commitments, cost sharing, changing awards, closeouts, and effort reporting.

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  • Principles of Research Administration 
  • An overview of the research environment, roles and responsibilities, and resources for federal, state, and UC/UCD guidance. (Keyword: RACS)

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Grants and Sponsored Programs

  • Awards Lab 
  • In this hands-on class, participants will put into practice the topics covered in the 'Understanding the Awards Process' and 'Cayuse SP: Awards and Post-Award Actions' courses. Using case studies, sample Notices of Award, and group discussion, participants will gain experience processing complex awards offered to PIs, with instructors on-hand to answer questions.

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  • Cayuse Professional Profiles and Role Management 
  • This class covers how to work with Cayuse 424 Professional Profiles (which autopopulate into Cayuse SP) and establish Cayuse roles (i.e., grant permissions) for others. It explores the functions and responsibilities of Role Managers, who grant specified permissions to personnel within their units to proposals, awards and subawards, and are essential to the successful internal routing of proposals for required approvals.

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  • Cayuse SP: Awards and Post-Award Actions 
  • This 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 course takes approximately 40 minutes to complete.

    Prerequisites: 
    1. electronic Research Administration (eRA)
    2. Understanding the Awards Process (both offered as either Instructor-Led Training or eCourse)

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  • Electronic Research Administration (eRA)
  • This course provides an overview on the use of electronic Research Administration systems to prepare and submit research proposals, and manage research awards or subawards, such as eRA Commons, NIH ASSIST and Research.gov. It focuses primarily on Cayuse SP, used to route proposals internally for institutional approvals, and Cayuse 424, linked to grants.gov and used to submit proposals to MOST federal sponsors, and includes hands-on exercises in the use of both.

    Prerequisite:
    Sponsored Programs Essentials (eCourse)

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  • Preparing a Proposal Budget: Basics
  • This course covers budgeting components and principles and how these lead to the development of a final proposal budget. Topics covered include universal cost principles applicable to preparing project budgets, calculating F&A costs, budgeting techniques and practices, and preparing a budget justification. The course takes approximately 1 hour and is a required prerequisite for the hands-on Instructor-Led Training, Preparing a Proposal Budget: Lab.

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  • Preparing a Proposal Budget: Lab
  • Participants will put into practice the topics covered in the ‘Preparing a Proposal Budget: Basics’ eCourse. Using case studies, sample forms and group discussion, participants will practice completing a proposal budget. Applied activities include determining budget categories, applying and calculating the correct F&A rate, and creating a budget justification. Prerequisite: Preparing a Proposal Budget: Basics (eCourse)

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  • Processing Subawards (Cayuse)
  • This class provides guidance on preparing and submitting proposals in which UC Davis is a subrecipient institution (incoming subawards) as well as proposals that include subawards to other institutions (outgoing subawards). It covers Principal Investigator and departmental responsibilities as well as use of the Cayuse SP and 424 electronic Research Administration systems for subawards. Prerequisites--Recommended: 1. Proposal Preparation and Submission and 2. Understanding the Awards Process (both offered as either Instructor-Led Trainings or eCourses)

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  • 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: an overview of the extramural funding process at UC Davis, types of proposals and awards, types of sponsors, understanding a call for proposals, principal investigator eligibility, components of a proposal, institutional forms, department research administrator steps, and how to submit a proposal. After completing this course, you will have the information needed to successfully compile a proposal packet and submit it to Sponsored Programs. Prerequisite--Recommended: Sponsored Programs Essentials (eCourse)

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  • Proposals Lab 

  • In this hands-on class, participants will put into practice the topics covered in the 'electronic Research Administration (eRA)', 'Proposal Preparation and Submission', and 'Cayuse Professional Profiles and Role Management' courses. Using case studies, a sample RFP, and group discussion, participants will gain experience completing a complex proposal with instructors on-hand to answer questions.

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  • Sponsored Programs Essentials
  • This online training provides an introduction to the services provided by the UC Davis Sponsored Programs Office (SPO) along with an overview of pre-award, award, and post-award processes. This course is designed to empower participants with key information and best practices to successfully navigate campus procedures for submission of proposals and awards, and is targeted to those new to the sponsored projects enterprise, though may be of value to more experienced personnel. The course takes approximately 40 minutes to complete.

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  • Subawards Lab 

  • In this hands-on class, participants will put into practice the topics covered in the 'Processing Subawards (Cayuse)' course. Using case studies, sample Notices of Awards, sample budgets, and group discussion, participants will gain experience processing complex subwards with instructors on-hand to answer questions.

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  • Understanding the Awards Process 
  • This course 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. Prerequisite--Recommended: Sponsored Programs Essentials (eCourse)

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  • Using the OR Budget Templates 
  • The OR Budget Templates found at https://docs.or.ucdavis.edu/spo/ are a helpful tool to prepare project budgets for proposal submissions. The templates autopopulate both Facilities & Administrative costs (or indirect costs) and fringe benefit rates, can calculate split rates, and can be customized in helpful ways. This class helps participants both understand and maximize their use of these special features in the OR Budget Templates.

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  • Cayuse SP and 424 Training Resources
  • Cayuse SP  

    Cayuse 424

Other Research Compliance Courses

  • Animal Care and Use
  • All Individuals including faculty, staff, and students (employees or volunteers) who are named on an Animal Use and Care Protocol or have exposure to live vertebrate animals must attend the "Animal Care and Use 101" course. (keywords: acu, animal, use, 101, acu101, RACS)

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