Funding opportunity

Funding opportunity: Statements of Need in Research Infrastructure

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EPSRC wishes to understand the scale, range, nature, and scientific value of potential large-scale infrastructure investments in the UK to help inform future decision-making. Representatives of relevant scientific communities are invited to submit statements of need according to the assessment criteria.

You must be based at a UK research organisation eligible for Engineering and Physical Sciences Research Council (EPSRC) funding.

No funding is available with this opportunity, although indicative full economic costs (FEC – including resource costs) will be required. There is no upper limit on the financial request, but this should be justified with evidence.

Who can apply

To lead a project, you must be based at an eligible organisation. Check if your organisation is eligible.

EPSRC standard eligibility rules apply. For full details, visit EPSRC’s eligibility page.

Resubmissions

We will not accept uninvited resubmissions of projects that have been submitted to UKRI or any other funder.

Find out more about EPSRC’s resubmissions policy.

Equality, diversity and inclusion

We are committed to achieving equality of opportunity for all funding applicants. We encourage applications from a diverse range of researchers.

We support people to work in a way that suits their personal circumstances. This includes:

  • career breaks
  • support for people with caring responsibilities
  • flexible working
  • alternative working patterns

UKRI can offer disability and accessibility support for UKRI applicants and grant holders during the application and assessment process.

What we're looking for

Aim

To invite statements of need for large-scale infrastructure, allowing us to better understand the nature and scale of potential future investments.

Scope

Strategic, long-term investments in major infrastructure are necessary to underpin the research that makes the UK an international scientific leader. However, the scale of such investments means that it is not possible to support everything. Careful consideration needs to be given to which investments will provide the greatest benefit to the UK.

We are offering representatives of relevant scientific communities the opportunity to submit statements of need for infrastructure (including facilities) that would be of strategic importance to their research (typically £5 million+). This can be physical or digital research infrastructure.

This opportunity will provide us with a holistic view of what infrastructures (including facilities) the community would wish to have and what the strategic cases are surrounding each investment.

Statements of need received will be prioritised by an internal EPSRC panel according to their relative value to research and innovation in the UK in the context of wider UKRI and government strategies. External advice may be sought by EPSRC in the prioritisation process, if needed.

No funding is directly associated with this opportunity. Should any appropriate high priority statements of need be submitted, we may provide advice on potential funding options and next steps. You should understand that this outcome is not guaranteed, nor does a subsequent submission for funding imply a guarantee of success.

Applications submitted should fit at least one of the following criteria:

  • the proposed infrastructure would help the relevant scientific community or communities remain at the forefront of international research in the field
  • the proposed infrastructure would allow the relevant scientific community or communities to move beyond the state of the art of international research in the field
  • the proposed infrastructure would increase capacity for research in the UK, allowing the existing communities sufficient access to high quality research equipment

The following considerations should also be taken into account:

  • the proposed infrastructure should primarily be of direct benefit to a substantial research community based in the UK. Some international usage would also be appropriate, if relevant
  • the infrastructure requirement should reflect the needs of the whole community, not just those of the applicant group. Evidence should be provided of wide-scale and in-depth consultation with relevant groups
  • the proposed infrastructure should be relevant to EPSRC, UK Research and Innovation (UKRI) and government strategies, and the statement of need should articulate how this will address specific elements of these
  • the infrastructure requested can range from an individual item through to a substantial facility
  • as well as the proposed infrastructure, the statement of need should also provide an indication of the support that will be required to run it effectively. This should account for RTPs and other staff, energy costs, maintenance costs, plans for data storage and access. We do not guarantee that such costs would be eligible in any possible future funding opportunity
  • the nature and scale of the infrastructure should be in line with anticipated requirements
  • infrastructure requests may benefit communities in other areas of research supported by UKRI. This is acceptable, provided most research undertaken will be within EPSRC’s remit. If necessary, we will consult internally with other research councils regarding remit
  • statements of need should account for both the environmental impact of the proposed infrastructure (along with any mitigating measures anticipated) and its long-term operational sustainability

Duration

There is no fixed duration for statements of need submitted to this opportunity, as the scope and scale will vary significantly according to the precise nature of the infrastructure requested. An indicative timeline of how long the infrastructure would take to set up and become operational would be required.

Funding available

Please note that this is not an application for funding.

The initial purpose of this opportunity is to gather information. Some statements of need may subsequently be given the opportunity to develop an application in the future, which could be submitted through one of several options. You should understand that this outcome is not guaranteed.

You should submit the statement of need that is appropriate for the needs of your community rather than try to fit it to the nature and scale of a particular funding scheme. You should also recognise that you may not ultimately submit any application for funding, as this should be decided by the relevant community.

The overall value of the statement of need submitted would typically exceed £5 million. This may include capital and resource costs. There is no upper limit on the indicative costs proposed within the statement of need, however, their nature and scale should be justified and supported with evidence.

Trusted Research and Innovation (TR&I)

UKRI is committed in ensuring that effective international collaboration in research and innovation takes place with integrity and within strong ethical frameworks. Trusted Research and Innovation (TR&I) is a UKRI work programme designed to help protect all those working in our thriving and collaborative international sector by enabling partnerships to be as open as possible, and as secure as necessary. Our TR&I Principles set out UKRI’s expectations of organisations funded by UKRI in relation to due diligence for international collaboration.

As such, applicants for UKRI funding may be asked to demonstrate how their proposed projects will comply with our approach and expectation towards TR&I, identifying potential risks and the relevant controls you will put in place to help proportionately reduce these risks.

See further guidance and information about TR&I, including where you can find additional support.

How to apply

We are running this funding opportunity on the new UK Research and Innovation (UKRI) Funding Service so please ensure that your organisation is registered. You cannot apply on the Joint Electronic Submissions (Je-S) system.

The project lead is responsible for completing the application process on the Funding Service, but we expect all team members and project partners to contribute to the application.

Only the lead research organisation can submit an application to UKRI.

To apply

Select ‘Start application’ near the beginning of this Funding finder page.

  1. Confirm you are the project lead.
  2. Sign in or create a Funding Service account. To create an account, select your organisation, verify your email address, and set a password. If your organisation is not listed, email support@funding-service.ukri.org
    Please allow at least 10 working days for your organisation to be added to the Funding Service. We strongly suggest that if you are asking UKRI to add your organisation to the Funding Service to enable you to apply to this Opportunity, you also create an organisation Administration Account. This will be needed to allow the acceptance and management of any grant that might be offered to you.
  3. Answer questions directly in the text boxes. You can save your answers and come back to complete them or work offline and return to copy and paste your answers. If we need you to upload a document, follow the upload instructions in the Funding Service. All questions and assessment criteria are listed in the How to apply section on this Funding finder page.
  4. Allow enough time to check your application in ‘read-only’ view before sending to your research office.
  5. Send the completed application to your research office for checking. They will return it to you if it needs editing.
  6. Your research office will submit the completed and checked application to UKRI.

Where indicated, you can also demonstrate elements of your responses in visual form if relevant. You should:

  • use images sparingly and only to convey important information that cannot easily be put into words
  • insert each new image onto a new line
  • provide a descriptive legend for each image immediately underneath it (this counts towards your word limit)
  • ensure files are smaller than 5MB and in JPEG, JPG, JPE, JFI, JIF, JFIF, PNG, GIF, BMP or WEBP format

Watch our research office webinars about the Funding Service.

For more guidance on the Funding Service, see:

References

Applications should be self-contained, and hyperlinks should only be used to provide links directly to reference information. To ensure the information’s integrity is maintained, where possible, persistent identifiers such as digital object identifiers should be used. Assessors are not required to access links to carry out assessment or recommend a funding decision. You should use your discretion when including references and prioritise those most pertinent to the application.

References should be included in the appropriate question section of the application and be easily identifiable by the assessors for example (Smith, Research Paper, 2019).

You must not include links to web resources to extend your application.

Generative artificial intelligence (AI)

Use of generative AI tools to prepare funding applications is permitted, however, caution should be applied.

For more information see our policy on the use of generative AI in application and assessment.

Deadline

This is an open opportunity. We will not publish closing dates, instead we will batch applications internally. Our initial batching date is planned for summer 2025, but this is subject to change. You should apply when your application is ready for submission and not be concerned about a closing date or batching date.

Make sure you are aware of and follow any internal institutional deadlines.

Following the submission of your application to the opportunity, your application cannot be changed, and applications will not be returned for amendment. If your application does not follow the guidance, it may be rejected. If an application is withdrawn prior to peer review or office rejected due to substantive errors in the application, it cannot be resubmitted to the opportunity.

Personal data

Processing personal data

EPSRC, as part of UKRI, will need to collect some personal information to manage your Funding Service account and the registration of your funding applications.

We will handle personal data in line with UK data protection legislation and manage it securely. For more information, including how to exercise your rights, read our privacy notice.

Sensitive information

If you or a core team member need to tell us something you wish to remain confidential, email tfschangeepsrc@epsrc.ukri.org

Include in the subject line: [the funding opportunity title; sensitive information; your Funding Service application number].

Typical examples of confidential information include:

  • individual is unavailable until a certain date (for example due to parental leave)
  • declaration of interest
  • additional information about eligibility to apply that would not be appropriately shared in the ‘Applicant and team capability’ section
  • conflict of interest for UKRI to consider in reviewer or panel participant selection
  • the application is an invited resubmission

For information about how UKRI handles personal data, read UKRI’s privacy notice.

Publication of outcomes

EPSRC, as part of UKRI, will not publish the outcomes of this opportunity as its initial purpose is to gather information.

Summary

Word limit: 550

In plain English, provide a summary we can use to identify the most suitable people to assess your application.

This summary may be publicly available on external-facing websites, therefore do not include any confidential or sensitive information. Make it suitable for a variety of readers, for example:

  • opinion-formers
  • policymakers
  • the public
  • the wider research community

Guidance for writing a summary

Clearly describe your proposed work in terms of:

  • context
  • the challenge(s) the proposed infrastructure/facility would address
  • aims and objectives
  • potential applications and benefits

Core team

List the key members of your team and assign them roles from the following:

  • project lead (PL)
  • project co-lead (UK) (PcL)
  • project co-lead (international) (PcL (I))
  • specialist

Project co-leads should be members of the relevant community who have had a direct input into the preparation of the statement of need. The statement of need should be for a wider community, not just the needs of the applicants listed. It does not automatically follow that those in the community who prepared the statement of need should be the ones who lead the preparation of any potential future funding application.

UKRI has introduced a new addition to the ‘Specialist’ role type. Public contributors such as people with lived experience can now be added to an application.

Find out more about UKRI’s core team roles in funding applications.

Application questions

Vision

Word limit: 1,000

What are you hoping to achieve with the proposed infrastructure/facility?

What the assessors are looking for in your response

Explain how the proposed infrastructure/facility will:

  • be timely, given current trends and context
  • meet the evidenced needs of clearly identified user groups
  • have measurable impact
  • enable high quality and important research
  • meet the strategic aims of the funder or government
  • offer training opportunities
  • enhance, benefit and complement the existing landscape
  • support innovation in research
  • be of international importance (if applicable)

References may be included within this section.

You may demonstrate elements of your responses in visual form if relevant. Further details are provided in the Funding Service.

Within the Vision section we also expect you to:

  • highlight the consequences of not delivering this infrastructure
  • state which other council’s remit(s) this would fall in if this infrastructure would enable cross-disciplinary research

Purpose and importance of the infrastructure

Word limit: 1,000

What is the proposed infrastructure or facility and its capabilities? Why is it needed and why should UKRI support it?

What the assessors are looking for in your response
  • a description of the proposed infrastructure or facility and its primary function, including an indication of what the infrastructure should provide to be of maximum benefit to the research community
  • a description of what technologies, capabilities, and services would be available through the proposed infrastructure
  • a description of the type and number of staff required to run the proposed infrastructure, including for the set-up stage if appropriate

Explain how the proposed infrastructure:

  • is timely, given current trends and context
  • delivers an unmet need and how its capability is vital to the UK research and innovation landscape if none exist
  • meets national needs by establishing or maintaining a unique, world leading activity or both
  • meets community demand and need from a diverse and inclusive user base
  • enhances and complements existing research capability at a national scale with reference to existing facilities and equipment in the UK and international landscape where appropriate
  • meets the strategic aims of UKRI, EPSRC or the government, with reference to any relevant roadmaps, government strategic reports and papers where appropriate
  • link to other capabilities, if applicable, for example National Research Facilities, high performance computing facilities or other large digital research infrastructures, large scale laboratories, institutes

Impact

Word limit: 500

What is the impact of the proposed infrastructure?

What the assessors are looking for in your response
  • a description on the potential impact of the proposed infrastructure on the research community and how will it work with industrial interests, across the range of types of impact (scientific and academic, people, economic, skills and training, socio-economic and so on)
  • a clear pathway for expanding the user base and accelerating the identified impacts
  • a description on how the proposed infrastructure can support training of skilled people and enable potentially transformative research with impact on the society, the economy or both

Users and community engagement

Word limit: 750

Who is the intended user base of the proposed infrastructure?

What the assessors are looking for in your response
  • information and evidence on the level of community engagement and support that has led to the statement of need
  • a description of the UK communities that will benefit from the usage of this proposed infrastructure, including the expected number and type of users (both academic and other stakeholders)
  • any specific information on key research groups and their underpinning funding portfolio
  • the envisaged projected growth of the user base over the next five years

Sustainability

Word limit: 750

What steps have you taken to ensure the sustainability (economic, environmental and social) of your proposed infrastructure?

What the assessors are looking for in your response

For the sustainability, explain how the proposed infrastructure:

  • is as economically, environmentally and socially sustainable as possible
  • delivers large scale societal, environmental and economic benefits
  • will have its lifetime maximised, including stating what the expected lifetime is and, where relevant, how the asset will be sustainably decommissioned

Within the Sustainability section we also expect you to explain:

  • how long-term operational and maintenance costs, including staffing, will be supported
  • how the proposed asset will be integrated into an existing UKRI service, facility, equipment pool, or similar
  • how the proposed asset is complementary to UKRI or host institute carbon reduction targets
  • if relevant, how the proposed asset contributes to a broader approach to environmental sustainability, such an enhancing biodiversity or clean air, as well as reducing carbon emissions
  • your plans for sustainability and legacy beyond the end of UKRI funding. These could include cost recovery models, securing additional funding, development or expansion after the initial period of funding
  • how you have considered equality, diversity and inclusion, including equitable access, in the design and planned use of the asset to maximise benefit to the UK environmental sciences community

Data management and sharing

Word limit: 500

How will you manage and share data collected or acquired through the proposed infrastructure?

What the assessors are looking for in your response

Provide a data management plan that clearly details how you will comply with UKRI’s published data sharing policy, which includes detailed guidance notes.

Outline costs and justification

Note that there is no direct funding associated with this statement of need opportunity.

Word limit: 1,000

What are the expected costs of the proposed infrastructure or facility and the justification of the proposed infrastructure or facility?

What the assessors are looking for in your response
  • the approximate total values in GBP (£) for the expected directly incurred – equipment cost and yearly recurrent resource costs
  • justification on why this model is the most appropriate, as opposed to other approaches (such as local provision or EPSRC strategic infrastructure scheme, and so on)

There will be future steps to establish the scope and scale for any funded activity if and when that happens.

At this point we require indicative costs only over 10 years of operation. These should be split into capital requirements and yearly recurrent resource costs. A table template is provided as an additional attachment. Please complete the table and paste it into the question text box in the Funding Service.

In cases where there are existing UK capabilities or equipment that the proposed activity could utilise, the statement of need should describe both:

  • the costs of supporting this if the existing capabilities or equipment did not exist
  • the costs of this if it were to use existing capabilities and equipment

Reasons to be considered as justification may include the need for specialised expertise in the technique, a new technique that is still at the early stages, unique capabilities (rather than just extra capacity), efficiencies of scale, fostering new communities or any other well founded and clearly explained justifications for a large-scale infrastructure.

Authors

Word limit: 750

Who are the authors of this statement of need?

What the assessors are looking for in your response
  • a list of who was directly involved in writing this statement of need, including their name, their research interests, and affiliated institution or organisation

It is important that the statement of need is a community backed document.

Ethics and responsible research and innovation (RRI)

Word limit: 500

What are the ethical and RRI implications and issues relating to the proposed work? If you do not think that the proposed work raises any ethical or RRI issues, explain why.

What the assessors are looking for in your response

Demonstrate that you have identified and evaluated:

  • the relevant ethical or responsible research and innovation considerations
  • how you will manage these considerations

You may demonstrate elements of your responses in visual form if relevant. Further details are provided in the Funding Service.

If you are collecting or using data you should identify:

  • any legal and ethical considerations of collecting, releasing or storing the data (including consent, confidentiality, anonymisation, security and other ethical considerations and, in particular, strategies to not preclude further reuse of data)
  • formal information standards that your proposed work will comply with

Additional sub-questions (to be answered only if appropriate) relating to research involving:

  • animals
  • human participants
  • genetically modified organisms

How we will assess your application

Assessment process

We will assess your application using the following process.

In the event of this opportunity being substantially oversubscribed as to be unmanageable, we reserve the right to modify the assessment process.

Panel

Statements of need received will be prioritised by an internal EPSRC panel according to their relative value to research and innovation in the UK in the context of wider UK Research and Innovation (UKRI) and government strategies. External advice may be sought by us in the prioritisation process, if needed. This will be undertaken through evaluation against the assessment areas listed below.

Principles of assessment

We support the San Francisco declaration on research assessment and recognise the relationship between research assessment and research integrity.

Find out about the UKRI principles of assessment and decision making.

Using generative artificial intelligence (AI) in peer review

Reviewers and panellists are not permitted to use generative AI tools to develop their assessment. Using these tools can potentially compromise the confidentiality of the ideas that applicants have entrusted to UKRI to safeguard.

For more detail see our policy on the use of generative AI.

Assessment areas

The assessment areas we will use are:

  • Vision
  • Purpose and importance of the infrastructure
  • Impact
  • Users and community engagement
  • Sustainability
  • Data management and sharing
  • Outline costs and justification

Find details of assessment questions and criteria under the ‘Application questions’ heading in the ‘How to apply’ section.

Contact details

Get help with your application

If you have a question and the answers aren’t provided on this page

IMPORTANT NOTE: The Helpdesk is committed to helping users of the UK Research and Innovation (UKRI) Funding Service as effectively and as quickly as possible. In order to manage cases at peak volume times, the Helpdesk will triage and prioritise those queries with an imminent opportunity deadline or a technical issue. Enquiries raised where information is available on the Funding Finder opportunity page and should be understood early in the application process (for example, regarding eligibility or content/remit of an opportunity) will not constitute a priority case and will be addressed as soon as possible.

Contact details

For help and advice on costings and writing your proposal please contact your research office in the first instance, allowing sufficient time for your organisation’s submission process.

For questions related to this specific funding opportunity please contact researchinfrastructure@epsrc.ukri.org

Any queries regarding the system or the submission of applications through the Funding Service should be directed to the helpdesk.

Email: support@funding-service.ukri.org
Phone: 01793 547490

Our phone lines are open:

  • Monday to Thursday 8:30am to 5:00pm
  • Friday 8:30am to 4:30pm

To help us process queries quicker, we request that users highlight the council and opportunity name in the subject title of their email query, include the application reference number, and refrain from contacting more than one mailbox at a time.

For further information on submitting an application read How applicants use the Funding Service.

Additional info

Research and innovation impact

Impact can be defined as the long-term intended or unintended effect research and innovation has on society, economy and the environment; to individuals, organisations, and the wider global population.

Research disruption due to COVID-19

We recognise that the COVID-19 pandemic has caused major interruptions and disruptions across our communities. We are committed to ensuring that individual applicants and their wider team, including partners and networks, are not penalised for any disruption to their career, such as:

  • breaks and delays
  • disruptive working patterns and conditions
  • the loss of ongoing work
  • role changes that may have been caused by the pandemic

Reviewers and panel members will be advised to consider the unequal impacts that COVID-19 related disruption might have had on the capability to deliver and career development of those individuals included in the application. They will be asked to consider the capability of the applicant and their wider team to deliver the research they are proposing.

Where disruptions have occurred, you can highlight this within your application if you wish, but there is no requirement to detail the specific circumstances that caused the disruption.

Supporting documents

Outline costs and justification table template (DOCX, 23KB)

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