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Key Tasks: Applying for Funding

This section contains details of some of the key tasks and principles you will need to undertake and understand to support the funding application process. Click on the orange bars to learn more.

1. Find out about Funding Opportunities

There is a range of resources and support available to UCL staff to help identify funding opportunities.  Click on the link below to find out more.

Funding Opportunities

Any questions? 

Your School’s Research Coordination Office can provide support and advice if you have any questions or would like to find out more about funding opportunities
 

2. Prepare a Funding Proposal

Eligibility 

It is important in the first instance to check the funding call details (including the funder guidance and, where available, any terms and conditions) to confirm eligibility to apply to the funder and for the specific call.  Many grants are limited to geographical areas, types of organisation, and particular activities, and the funder guidance often stipulates who is eligible to apply with reference to career stage, experience, the holding of a tenured post, or otherwise. 

In reviewing the funding call details and any related terms and conditions, you should also note the particular costs that may be claimed via the scheme and the Full Economic Cost (FEC) recovery rate (further information about FEC recovery is included in Task 5 of this Section).

New funders

If you are submitting a proposal to a new funder (i.e. a funder not listed in Worktribe), seek advice from your School’s Research Services Business Partner to confirm that:

(a) the terms and conditions are acceptable to UCL;
(b) the funding call meets the Sponsored Research Criteria;
(c) the funding is commensurate with UCL Research Funding Ethics Policy; and
(d) the funder has undergone a credit check.

Multiple partner bids

The development of multiple partner bids is a complex process and should be initiated several months before the funder deadline.  Advice on how to develop the proposal should be sought initially from your departmental administrative team and from your School’s  Research Coordination Office at the earliest opportunity.  

Internal peer review 

Internal peer review can significantly improve quality of funding applications, increasing chance of success. The scope and depth of peer review should be commensurate with the scale and nature of the research proposal.  Researchers should consider drawing from the expertise of research support / development managers / facilitators as well as academic colleagues, as a different perspective can help identify areas where clarity could be improved or arguments refined.

Any questions? 

Research Services Research Support and Development Team can provide advice, support and guidance in connection with the preparation of funding proposals.   

Your School’s Research Coordination Office can also provide advice, support and guidance in connection with the preparation of large-scale funding calls where numbers are limited, and organise events and training through the UCL Research Domains.

The European Research & Innovation Office (ERIO), which is part of Research Services’ Research Support and Development Team, can provide proposal support services in connection with Horizon 2020 collaborative proposals, including proposal advice, coordination, and review.

3. Sponsored Research Criteria – What and Why?

Research Services at UCL works in partnership with academic and professional services colleagues across UCL, within collaborating organisations, and with funders, to support the management of UCL’s sponsored research income.  Research Services is UCL’s Institutional Authority for external funding that is classified as Sponsored Research, as defined by Research England and the Charity Commission.

UCL’s accounting of external income is governed by a number of regulatory frameworks and Research Services is responsible for ensuring that UCL correctly accounts for, administers, and reports its research income, and that UCL’s obligations to its regulators in this regard are met.

It is important to understand the criteria by which Sponsored Research is defined and the income Research Services is authorised to administer, and more about why this matters.  Click on the link below to find out more:

What is Sponsored Research?

Any questions? 

Contact Research Services or your School’s Research Services Business Partner if you have any questions regarding the definition of Sponsored Research or the income Research Services is authorised to administer.
 

4. Create a Worktribe Project 

Worktribe is UCL’s research management system that supports the lifecycle of a project from proposal development to post-award management. 

Each sponsored research application requires a Worktribe Project.  This is a central record of a funding application that includes the budget proposal, application form, project risk assessment and project partner details.

Click on the link below to learn how to create a Worktribe Project record:

Creating a Worktribe Project (includes a video guide)

Any questions? 

Contact your Department’s Research Support (Pre-Award) Officer if you have any questions regarding the information to be added to a Worktribe Project record.

If you require support with the system functionality please contact the Worktribe support team.
 

5. Understand Costing Principles including FEC Methodology, TRAC and Overheads 

All externally-funded research applications at UCL must be costed in line with certain principles and methodologies.  You will need to have an understanding of these in order to prepare and submit a research project costing for approval.

Click on the links below to find out more.

What will funders pay? 

Costing Principles (FEC)

Transparent Approach to Costing (TRAC)

Overheads and FEC recovery

Any questions? 

Research Services hosts regular Pre-Award Drop-in Sessions for any staff who require support on any aspect of the Pre-Award process, including understanding the complexities of Full Economic Costing (FEC).

You can also contact your Department’s Research Support (Pre-Award) Officer directly with any questions.
 

6. Cost a Research Project 

A costing must be prepared for all externally-funded research applications at UCL in line with the principles and methodologies set forth in Task 5 of this section.  The Worktribe budget tool, which is part of a Worktribe Project record, enables you to cost a proposal using FEC methodology.

Click on the link below to learn how to prepare a costing in Worktribe:

Quickguide to Worktribe Budgets

Create a Budget in Worktribe

Further information to support your preparation of a research application costing can be found by clicking on the links below:

Application Costing FAQs

Foreign Currencies

Costing Research Facilities

Any questions? 

Contact your Department’s Research Support (Pre-Award) Officer if you require further support or advice regarding the preparation of a research application costing.

Research Services also hosts regular Pre-Award Drop-in Sessions for any staff who require support on any aspect of the Pre-Award process, including how to create and submit a research application costing.  
 

7. Complete a Project Risk Assessment

A risk assessment questionnaire must be completed prior to submission of any research application.  This will alert staff who are considering the research application for approval to any risks associated with the proposed research project and enable them to make an informed decision with regard to any such risks.

Click on the link below to read more about the project risk assessment and how to complete this.  

Completing the Risk Assessment

Add a Project Risk Assessment (video guide)

Any questions? 

If you are unsure of the answer to any question in the Project Risk Assessment you should consult the PI for the project or another member of the project team.

If you require general advice regarding completion of the Project Risk Assessment, contact your Department’s Research Support (Pre-Award) Officer or your School’s Research Services Business Partner.
 

8. Submit an Application/Project for Approval

Once a Worktribe Project record has been created and all relevant sections are complete this will need to be submitted for internal approval and institutional authorisation well in advance of the funder’s deadline in order to allow sufficient time for internal finance and compliance checks.  

Depending on the source of funding, you may need to submit the application using the funder’s online submission system.

Click on the links below to learn more about these processes:

Internal Approval and Institutional Authorisation

Quickguide for Worktribe approvers

Funders’ Online Submission Systems

What does the Research Support and Development (Pre-Award) team check? 

Submit a Worktribe Project for Approval (video guide)

Applications for Covid-19-related research are currently being prioritised for review by the Pre-Award team in Research Services.  You should ensure that the Worktribe project for any such applications includes “COVID” in the project title, and that “COVID-19 Project” is selected from the down-down menu in the “Tags” section of the Worktribe project details so that Research Services can prioritise such applications accordingly.

Any questions? 

Contact your Department’s Research Support (Pre-Award) Officer if you require further advice or guidance regarding the submission of an application/project for approval.

Research Services also hosts regular Pre-Award Drop-in Sessions for any staff who require support on any aspect of the Pre-Award process, including how to submit a research application/project for approval.

Proceed to Section 2: Key Tasks: Setting up a Project