Published on Fri, 14/06/2024 - 12:43
An Organisational Spend Report (OSR) is submitted quarterly to the Wellcome Trust (WT) by the Research Operations Office (ROO) for the months of March, June, September and December. Before ROO submits the next OSR, please could Departments check and verify all their WT expenditure on CUFS and make any amendments before the June 2024 General Ledger period closes.
Also, please be aware that the Wellcome Trust requires detailed explanations of spend in the following circumstances:
• Zero claims – why is there no spend this quarter?
• First spend claim – which spend period does this claim cover and does the start date need amending? Breakdown of claim required.
• If claim is 100% greater than previous quarter AND £50K more than previous quarter claim – provide a comment explaining why this claim amount is significantly higher in this period
• If claim is 50% greater than previous quarter AND £100K more than previous quarter claim - provide a comment explaining why this claim amount is significantly higher in this period
• Negative claims – provide details of the claim amount prior to any credits being applied as well as commentary to explain the credits
• Same claim amount as previous quarter – an explanation will be required.
Therefore, if we need to get in touch with you regarding Wellcome Trust spend, please provide as much information as possible in order that we can claim from the funder.