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Costing your research project

Find information to help you with costing your research project.

All externally funded research applications must be costed in accordance with Full Economic Costing (FEC) methodology.

All proposals for external research funding must be developed and internally approved in prior to their submission to the external funder.

Directly Incurred (DI) costs


Directly Incurred Staff costs

Directly Incurred Staff will work on a specific research project (either full-time or part-time) and their payroll costs are charged directly to the project. All costs must be justified in the case for support when applying.

Research Staff (researchers, research nurses, clinical research fellows)

  • TRAC defines a researcher in a project as “anyone who will make a significant intellectual contribution to a research project. Typically such a person would be qualified to carry out independent or supervised research, might provide an academic lead for research or could provide expert advice to a research projectâ€
  • Research staff charged as DI on more than one project will need to be supported by timesheets for some funders.

Non-research staff

  • Technicians (if eligible within terms and conditions of funder)
  • Administrative Staff (if eligible within terms and conditions of funder)
  • Project Managers (if eligible within terms and conditions of funder)
  • Non-research staff charged as DI on more than one project will need to be supported by timesheets for some funders.
  • Unsalaried roles, e.g., Honorary staff, visiting researchers, and Emeritus Professors. Whilst the salary of these staff cannot be included (unless Ïã¸ÛÁùºÏ²Ê is to incur a cost), their time should be so that associated Indirect and Estates costs are calculated
Directly Incurred Non-Staff Costs

Directly Incurred non-staff costs are project-specific running. They should be charged as actual expenditure incurred and must be auditable. All required costs should be included in the application in as must detail as possible to avoid costs being disallowed post-award.

Examples include:

  • Consumables
  • Equipment purchases and associated costs
  • Travel and Subsistence
  • Recruitment Costs
  • Biological Services
  • Data Storage Costs/IT Equipment (Data Storage Options)
Directly Incurred Research Facilities

Academic Departments should first establish the funder’s policy regarding the inclusion of costs for research facilities within the application. Any questions on the Funder policy should be raised with Award Services as early as possible.

It is advisable to discuss proposed facility usage with the Facility Manager (to ascertain capacity and any additional costs which may be incurred) ahead of finalising the project costing. 

If access to an  is required, the appropriate published rate (FEC or Charity, Industry) should be used (these can be selected in Worktribe from the dropdown list within the Facility field).

Biological Services

Ïã¸ÛÁùºÏ²Ê Biological Services Unit have developed calculators to assist researchers with costing their services on externally funded research proposals. To include Biological Services on a research proposal you must include a quote attached to the Worktribe project provided by the Ïã¸ÛÁùºÏ²Ê Biological Service Unit ahead of submission for approval.

Directly Allocated (DA) costs


Directly Allocated Staff costs (PI/Co-I Time)

Under FEC, project costings should include an estimate of the time commitment for all investigators, irrespective of funding source with exception for those in receipt of a full-time, fully-reimbursed fellowship for the same period. Investigators should carefully consider all the direct time that can reasonably be attributed to a project with consideration given to both intellectual and practical input reasonably expected from each Investigator which will be largely dependent on the project nature and project team configuration.

Directly Allocated Estates costs

The estates rate is calculated as part of the annual Transparent Approach to Costing (TRAC) exercise. These rates are maintained within Worktribe and applied at project level using the Project FTE.

Indirect costs

The indirect costs represent the costs of central and distributed services shared by other activities that are not project specific, e.g. Library Services, Finance, Human Resources and ISD. 

The Indirect Cost rate is calculated as part of the annual Transparent Approach to Costing (TRAC) exercise. These rates are maintained within Worktribe and applied at project level using the Project FTE.

Project partners/collaborators


All external collaborators and partners should be added to the Worktribe project at application stage. This includes:

  • Organisations providing an in-kind or cash contribution
  • Where an external organisation is the lead applicant
  • Where an external organisation is a co-applicant.

You can add multiple partners to a project by selecting 'Add Partner' from within the Partners tab in Worktribe. 

Where Ïã¸ÛÁùºÏ²Ê is the lead applicant an authorised costs report provided by the external partner will need to be added to documents tab in Worktribe, followed by the costs being included under the relevant partner costs within the budget tab.

Checks will need to be conducted on all new partners in accordance with Ïã¸ÛÁùºÏ²Ê’s due diligence policy.

Setting up a new partner in Worktribe

If a partner is unavailable for selection, you should complete our Worktribe Organisation Request form to add them to the system. Submitting the form will automatically trigger light touch due diligence checks by our Compliance and Assurance team. Your partner will be available to select on Worktribe within 5 working days. 

If you need assistance with setting up a new partner on Worktribe, get in touch with our Compliance and Assurance team at ris.duediligenceteam@ucl.ac.uk.

Using roles in Worktribe

Our Award Services Pre-Award team can advise you on when to use a role listed in Worktribe. A summary of roles is shown below:

  • Lead: The lead organisation. To be used if Ïã¸ÛÁùºÏ²Ê is not the lead for the project
  • Collaborator: A co-applicant organisation applying directly to a funder. This option is used to record other collaborators who applied for funding and will not receive that funding via Ïã¸ÛÁùºÏ²Ê. This category can also be used when Ïã¸ÛÁùºÏ²Ê is not the lead and we record full list of all other co-applicant organisations who will receive funding via the lead organisation
  • Subawardee: A co-applicant organisation applying through Ïã¸ÛÁùºÏ²Ê where Ïã¸ÛÁùºÏ²Ê is due to receive funding and pass it on to another co-applicant organisation
  • Partner: An organisation not in receipt of funding, but contributing in-kind, cash, or other. Recording an in-kind or cash contribution from partner organisation is crucial for Ïã¸ÛÁùºÏ²Ê to conduct appropriate due diligence and for Higher Education Business and Community Interaction (HE-BCI) return reporting
  • Other: Any other relationship not captured above.