Learn: Proposal Budgeting

Written materials:

“How To…” videos:

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Trainings:

    • Preparing a Proposal Budget: Basics (eCourse) – This UC Learning Center 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 Instructor-Led Training, ‘Preparing a Proposal Budget: Lab’.
    • Preparing a Proposal Budget: Lab (Instructor-Led Training) – UC Learning Center class: 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.
    • Cost-Sharing and Effort in Proposals – 54-page slide presentation from January 25, 2024 Research Administration Workshop
    • Using the OR Budget Templates – Slide deck and handout (as of Jan 2025) for recurring SPO training
    • Preparing a Cost Proposal Budget – Slide deck from July 2023 Research Administration Workshop. Some funding opportunity announcements request two proposals, a technical proposal on project details and a separate cost proposal on finances. The objective of a cost proposal is to provide sufficient cost information to substantiate that the proposed cost is realistic, reasonable and complete for the proposed work.

Other Proposal and Award Learning Resources