Information for project leads in relation to TUTF submission and reporting requirements

As set out in the terms and conditions of TUTF, project plans and budgets are required to inform annual allocations alongside formal progress reporting which is required on a six-month basis.


Annual project submissions

TUTF recipients are requested to submit updated work packages and detailed budgets on an annual basis, in addition to an updated risk table. Templates for this purpose are provided to TUTF project leads.


Guidance for the submission of annual updates to project plans (work packages) and budgets can be accessed in the sidebar ‘Submission Guidance Note’. Guidance is updated annually to reflect learnings.


Submissions are reviewed alongside progress reports and annual allocations are informed by evidenced progress in meeting the agreed milestones and deliverables.


Reporting requirements

TUTF recipients are required to submit formal progress reports to the HEA on a bi-annual basis, as well as participating in quarterly progress meetings.


Interim and Annual Reports have three components:

  1. A narrative report
  2. A progress report by work package
  3. A statement of expenditure

Relevant reporting templates are provided directly to TUTF project leads.


In Year 3 of the Fund, the Annual Report will be replaced by a final TUTF Report, capturing progress and expenditure over the lifetime of the Fund (1 September 2020-31 August 2023).


Monitoring and Reporting Guidelines are reviewed and updated on an ongoing basis to reflect learning and process improvements. The most recent version of the Monitoring and Reporting Guidelines is accessible in the sidebar.


TUTF Submission and Reporting Schedule

Quarters Quarterly progress meetings Submission and reporting requirements
Q1 01 September – 30 November December / January  n/a
Q2 01 December 2021 – 28 February March Interim report due by 31 March

Updated project plans and budgets due by 31 March in Years 2 and 3

Q3 01 March – 31 May June  n/a
Q4 01 June – 31 August October Annual Report due by 30th September

Project plans and budgets aligned to annual allocations due by 1 September

Table 1: TUTF Submission and Reporting Schedule

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