Industrial CASE training grants: terms and conditions

The following additional terms and conditions apply specifically to EPSRC Industrial Cooperative Awards in Science and Technology (ICASE) training grants.

Where they contradict UK Research and Innovation (UKRI) training grant conditions (TGC), these additional conditions take precedence.

Failure to uphold the terms and conditions applicable to ICASE may affect your future involvement in this scheme.

In these GACs, ‘we’ refers to EPSRC and ‘you’ refers to the university where the ICASE studentship has been placed.

GAC 1: use of funds

Each ICASE grant comprises a number of ICASE awards. ICASE funding may only be used to support ICASE doctoral studentships of four years’ duration.

Alongside the financial contribution of the industrial partner (GAC 4), each ICASE award represents funding for one studentship and is to be used in support of a specific student or project.

ICASE grants have a five-year duration. Studentships must begin by the start of the academic year following the year in which the grant offer is made. For example, ICASE 2022 studentships (vouchers beginning 220…) should start by 1 October 2023.

If there are any changes to a studentship or a student terminates their studies before completion of the project, we must be informed via industrialcase@epsrc.ukri.org

If there is sufficient time and money remaining on the grant, the original industrial partner should be approached in the first instance with a view to identifying a suitable replacement student. The replacement must receive the same ICASE studentship entitlements as the original student.

Any shortfall in the studentship funding will be covered by you or the industrial partner, providing our element still meets the UKRI 50% funding minimum (UKRI TGC 4.5). It may be possible to request a no-cost extension. Please contact industrialcase@epsrc.ukri.org

The approximate cut-off for permitting recruitment of a replacement student is once 15 months of spending has been drawn from an award. After this point, there will likely be insufficient funds remaining for the EPSRC contribution to meet UKRI TGC 4.5.

Studentships must not continue beyond the end date of the grant as ICASE students must be covered by UKRI terms and conditions which persist only while the grant is active.

If the industrial partner withdraws, we must be notified via industrialcase@epsrc.ukri.org

We will continue to fund the student(s) through the ICASE grant, but it is expected that, where possible, another industrial partner is sought to maintain the industrial dimension of the ICASE award.

Please note, the same expectations apply to replacement industrial partners as to an original industrial partner, and they must contribute in the manner described in these ICASE grant additional conditions.

Applicants must not be charged a fee to apply for our ICASE studentships. In line with TGC 4.7, costs associated with recruitment, such as advertising and open days, may be charged to the grant.

GAC 2: visits to the industrial partner

Students are expected to spend at least three months on the premises of the industrial partner associated with their project.

Students can spend longer periods with the industrial partner, subject to your minimum attendance requirements for students to remain registered for the higher degree as well as any conditions associated with the doctoral qualification.

Where more than one industrial partner is involved, the placement may be with either industrial partner, or both. The placement should be tailored to the project, be appropriate for all parties.

It does not necessarily need to be delivered in one full-time block, and may be split into as many instances as are deemed appropriate and optimal for the project and dissemination of knowledge.

Placements may be at partner premises outside the UK, providing a risk assessment is completed, the student’s expenses are covered, government travel guidelines are followed, and the student remains in contact with their host university.

If a placement with the industrial partner is not possible or appropriate, then an alternative experience should be sought, such as a virtual placement with the partner, or a policy internship.

GAC 3: responsibility of the industry project supervisor and academic supervisor

Contact should be maintained between the industry project supervisor, the academic supervisor, and the student throughout the duration of the award.

Please refer to the statement of expectations for postgraduate training (linked elsewhere in this offer document) for other principles and expectations, many of which apply to industry project supervisors as well as academic supervisors.

GAC 4: financial contribution of the industrial partner

As a measure of its interest and involvement, the industrial partner must make a financial contribution to the project.

Where there is an additional industrial partner (such as a small and medium-sized enterprise) on a project, the industrial partner which was allocated the ICASE voucher is considered the lead industrial partner.

The lead industrial partner remains responsible for ensuring the minimum cash contribution is delivered and student expenses are covered, as outlined above.

Contributions from an additional partner may form part of a collaboration agreement (GAC5). Sharing of project outputs with the industrial partner is contingent upon receiving their cash contribution.

The industrial partner’s contribution must cover:

  • an annual cash contribution paid to you which is at least one third of the funding provided by us. For ICASE 2022, our funding for a single studentship is £88,862, so the industrial contribution must be at least £29,621. You and the industrial partner should agree together how to support the industrial partner’s project and associated student with this contribution, noting that the same cost eligibility policy applies to the one-third minimum cash industrial contribution as to our funding (see also GAC6, below). Any contribution above the minimum may be spent as agreed by the parties involved. We strongly support using part of the contribution to enhance the student’s stipend
  • all expenses incurred by the student as a result of periods spent with the industrial partner, for example, travel and accommodation costs. This is in addition to the cash contribution described above. The student should not be out of pocket as a result of undertaking the project. Expenses can be paid directly to the student or via you as agreed by the parties involved.

GAC 5: collaboration agreements

Further to TGC 11, the basis of collaboration between you and industrial partner(s), including the allocation of resources throughout the grant (or individual student project as appropriate) and ownership of intellectual property and rights to exploitation, is expected to be set out in a formal collaboration agreement.

This agreement must also formalise exactly how any additional industrial partner’s contribution (GAC4) is delivered (for example, via the lead industrial partner, or directly to the university).

It is your responsibility to put such an agreement in place before the relevant project begins. The terms of collaboration agreements must not conflict with UKRI’s terms and conditions nor prevent the future progression of research or the dissemination of research results in accordance with academic custom and practice.

We are not able to advise on collaboration agreements and intellectual property issues. We suggest referring to the Lambert Toolkit on the UK Government website.

GAC 6: international students

The annual cash contribution to the research organisation can not be used to contribute to the difference between home and international fees.

The industrial partner can provide additional support to contribute to the difference between home and international fees, or it can be sought from other sources.

As per the UKRI training grant conditions, the cap on international recruitment applies to all the students registered on a single ICASE grant held by the university. The cap is dependent on the number of studentships that can be supported by the ICASE grant.

Where 30% of the number of studentships on the grant is equal to or greater than one, then the cap of 30% applies.

If 30% is less than one student, a maximum of one international student can be recruited.

GAC 7: parties’ awareness of grant conditions

These additional conditions, as well as the main UKRI training conditions, must be made available to all relevant parties involved in this ICASE project:

  • industrial partner(s)
  • academic partner(s)
  • the student.

Last updated: 30 June 2022

This is the integrated website of the seven research councils, Research England and Innovate UK.
Let us know if you have feedback or would like to help us test new developments.