Proposal Preparation and Submission



Note:  While we offer the primary slides in PDF format, it is recommended you go through the slides on-line to receive the full benefit the course has to offer.  There are many mini-modules, exercises, and pop quizzes in this interactive training to reinforce key ideas. For all mini-modules, a PDF is available within the module itself in the “Resources” tab.

Modules as
Slide Show

Topics Included

PDF Documents

Module 1:
Proposal Basics


Approximately 45 minutes


Reposted 1/28/2010

*      What is a proposal?

*      Questions to ask

*      Time consuming elements

*      Electronic proposal submission

*      Standard grant proposal components

*      Jump starts

Module 1

Module 2:
Budget Basics

Approximately 25 minutes

Reposted 1/28/10

*      What is a budget?

*      How to plan a budget

*      Federal guidance

*      Cost sharing

Module 2

Module 3A
Direct Cost Budget Categories


Approximately 25 minutes

*      Common budget categories

*      Justification examples

*      Documentation for the files

Module 3A

Module 3B:
F&A Costs

Approximately 35 minutes

Reposted 1/28/2010

*      What are F&A costs?

*      F&A Rate Agreement

*      F&A for non-profit sponsors

*      F&A on subawards

*      F&A waivers

Module 3B

Module 4:
Internal Approvals and Special Considerations

Note posted: 8/29/12

*      Module being updated

Module 4

Module 5:
Preparing a Proposal Budget Exercise

However long it takes you to “do the math.”

Reposted 1/28/2010

*      Calculating PI salary for 9-month and 12-month appointments

*      Calculating GSR salary for academic and summer appointments

*      Calculating TIF

*      Calculating F&A on subawards

Module 5



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This course would not be possible without the valuable contribution and participation of the following individuals (listed alphabetically)





Ken Castro-Oistad

Raellen Man

Cathy Rujanuruks

Chelsea Cochrane

Linnaea Mallette

Lana Song

Duy Dang

Karen Marchant

Susan Waelder

Cindy Gilbert

Claudia Modlin


David Jacquez

Ann Pollack


Special thanks to all departmental managers for allowing staff from the various units to contribute time to this course.


Special thanks to the UCLA Staff Assembly for the Staff Scholarship Award to Linnaea Mallette to support her e-learning endeavors.

Special thanks to the Office for Research Information Systems for their assistance and guidance in all aspects of web-based training technology.

Images obtained through license with Clipart.com with exception of the photograph contributed by UCLA’s School of Music