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Frequently Asked Questions

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General


What is the aim of the EPIC Futures Commissioning Fund?

The overall aim of the Phase 2 EPIC Futures NI Policy commissioning call is to build a robust evidence base around key themes that contribute to a more inclusive and sustainable labour market in Northern Ireland, particularly for people who are not in, or do not have access to, suitable paid employment or self-employment. It seeks to fund innovative projects that provide insights to advance theory, policy, and practice.

Together, we aim to create evidence-based solutions to fair and inclusive employment across Northern Ireland.

What kind of projects can be funded?

We will fund different types of research that provides insight to advance theory, policy and practice which contributes to a more inclusive and sustainable labour market in Northern Ireland. Particularly for people who are not in, or do not have access to, suitable paid employment or self-employment.

We are open to explorative approaches including pilot projects with a strong research framework, policy analysis, research addressing evidence gaps and the piloting or study of a new approach (or existing approaches in new places). We also are interested in the development of innovative methods and tools which can aid data collection/analysis/reporting and/or which can be used to target groups facing significant barriers to employment and traditionally defined as ‘marginalised.’ We wish to fund studies which can demonstrate impact in various ways. The focus of all applications should be the output / outcomes which will inform policy in Northern Ireland.

Research led projects e.g., scoping studies, policy analysis, empirical data collection (quantitative and qualitative), data modelling and analysis.

Action led projects e.g., pilot projects with a strong evaluation and/or research framework.

Demonstrator led projects e.g. pilot projects which test, showcase and evaluate a new technology, model, or approach in a real-world setting. These must be accompanied by a strong evaluation and/or research framework.

Applications for projects which have the potential to develop proprietary technology, tools, or other potentially commercialisable outputs will be subject to a further discussion at assessment stage to determine the support required from the University’s technology transfer office. Arrangements for the disclosure, protection and commercialisation of intellectual property arising from successful projects will be discussed in good faith, in consideration of the administrative and intellectual contributions of the University and its obligations under UK subsidy control.

How much can I apply for?

Both small and large awards are available as part of this phase 2 funding scheme.

Small awards: These are projects which are in the range of £10,000 - £30,000. These projects must be completed by 30th June 2026.

Large awards: These are for projects which are in the range of £30,001 to £100,000. These projects must be completed by 30th September 2026.

What are the routes and themes within the funding call?

Route 1 via the open call: The call will cover 8 key themes that have been identified through consultation with expert academic and policy stakeholders.

Route 2 via the Policy Priority call: Five defined projects have been developed in Partnership with the Government policy leads in Northern Ireland. Please read the guidance document for details of each priority project.

All themes have an option to propose projects where a strong justification is provided of the relevance to EPIC Futures NI and for policy and practice for Northern Ireland.

  • Theme 1. Addressing Skills Inequalities and Understanding Inclusive Pathways to Employment for Under-Represented Groups
  • Theme 2. Pathways to Good Work for Young People
  • Theme 3. Place-Based Strategies for Skills, Employment, and Economic Inclusion
  • Theme 4. Understanding what Works for Skills and Employability
  • Theme 5. The Caring Economy
  • Theme 6. Health and Work
  • Theme 7. Inclusive Access to the Green Economy
  • Theme 8. AI, Digital Capability, and Inclusive Work
Can my project cover multiple themes?

Route 1 via the open call can cover multiple themes/research questions. You should clearly outline if your project covers more than one theme. This is at the discretion of the applicant and there is no specific preference or priority given to the number of themes covered by an applicant through the open call. The scope and impact of projects should be reflected in the size of the award being applied for.

Route 2 via the policy priority call has five pre-defined projects. Applicants should aim to achieve the brief of the defined project area however there is slight flexibility in the scope to bring in expertise and innovative approaches to tackling the research questions and generating data. We will aim to fund 1 project in each of the 5 defined areas if suitable applications are received which are deemed to be of suitable quality.

Does my project have to provide lessons for others?

Yes, all projects must generate transferrable learning and insights that will have impact beyond academia. Applicants should consider how their work will contribute to wider engagement and policy development. Please consider how your project might have impact in various ways.

The ESRC gives guidance on what constitutes impact:
https://www.ukri.org/councils/esrc/impact-toolkit-for-economic-and-social-sciences/defining-impact/.

Application Process


How do I apply and what documents do I need to submit?

Applications must be submitted via the EPIC Futures website (https://epicfuturesni.org). The online form asks for key pieces of administrative data related to the lead applicant, research summary, partnership support, budget, and eligibility.

The scored submissions for assessment will be uploaded to the online form in .pdf, .doc, .docx format.

  • Case for support – Appendix 1. This should be a maximum of 8 pages. A case for support template has been provided and the predefined headings should be included which align with the scoring criteria.
  • Justification of resources – Appendix 3. the template provided must be completed, which provides not only the costs but a brief discussion (where relevant) on how the costs align to the proposal. Summary figures should be included in the online form.
  • Applicant CVs – Lead applicants and partners on the application proposal need to include their full details on the relevant section of the online form and submit their CV (2 pages maximum per applicant). In research projects these individuals are referred to as ‘Co-Investigators'. The names and organisations of all co-investigators should be attached (appended into one document).
  • Letter of support – all named partner organisations must provide a letter of support for the project signalling that they are happy to collaborate on it and if relevant their role (appended into one document).

A PDF document with the online form questions has been provided for preparation purposes only at  https://www.epicfuturesni.org. . All supporting documentation should be attached to the online application and submitted by the closing date, or the application will be considered ineligible.

What is the assessment process after I submit my application?

A five-stage process will be adopted for assessment. Read the Governance and Management of EPIC Futures Grant Document for further details.

  • Stage 1. Eligibility Screening based on eligibility criteria/ questions.
  • Stage 2. Scored independent assessment
  • Stage 3. Moderation of scores between assessors
  • Stage 4. Portfolio Review and Balance
  • Stage 5. Reviewer panel assessment
Can applicants be part of more than one proposal?

Yes, for the Phase 2 Policy Commissioning Call applicants can be part of more than one call. However, organisations can only be a lead applicant for 1 submission within each category.

Small awards – 1 submission as Lead Applicant

Large Awards – 1 submission as Lead Applicant

Policy Priority projects – 1 submission as Lead Applicant

However, a lead applicant can also form part of a partnership on another application.

Is the “Lead/team, experience and collaboration” (20% of scoring) to be covered within the case for support attachment, or covered within the applicant CVs attachment?

The case of support should include details related to the lead/team, experience, and collaboration. This is not always clear to judge from CVs. This information will be assessed alongside the review of applicant CVs for the scoring process. Information from all parts of the application will be used to inform the scoring process.

Eligibility


What criteria is used for eligibility checks?

UK Status. The Lead Applicant must be based in the UK.

Ability to Fund. The Lead Applicant must declare at application and provide evidence during the pre-award due diligence checks that they can fund the first three month claim period and ongoing contributions for claiming quarterly in arrears.

Ethics. The Lead Applicant must declare ethical requirements and provide the name of the University and Lead Academic for processing ethical approval at application stage. The letter of support from the academic should include confirmation that ethical approval can be achieved within the required timeframe. A letter of confirmation after award, during the Project Initiation Phase will be required to demonstrate that ethical requirements have been met.

Conflict of Interest. Individuals who are an investigator on EPIC Futures NI are not eligible to apply for this funding. However, other individuals within their respective organisations are eligible to apply, with a strict conflict of interest process being followed during review and assessment processes.

I was unsuccessful in phase 1 can I resubmit during the call for phase 2?

Yes, applications can be resubmitted for Phase 2. However, each applicant will need to assess if their proposal topic is reflected in the themes for Phase 2 by reading the guidance document and considering how their application can be adapted and/ or improved.

Does the applicant team need to include a team member who has a PhD or who is studying a PhD?

A member of the team does not need to have a PhD. However, the team needs to show experience and capability to deliver on high quality work on time and within budget. As noted in the scoring criteria, there are marks awarded for the methodology and team.

Each applicant will need to consider if having someone who has a PhD will strengthen the application (depending on the nature of the proposed work). We strongly encourage collaboration with partners to bring together skill sets that will strengthen each application.

If an application is collecting data from human participants, the team must have an academic capable of gaining ethical approval through university ethics procedures.

Can members of the team reside in another country if the lead applicant is in the UK?

Yes, if the Lead Applicant is based in the UK, and fulfils the eligibility criteria other members of the team can be based in other countries. In line with the funder rules, international co-investigators are permitted to form a maximum of 30% of the Full Economic Costing (FEC) of the funding proposal. Only proposals which have a lead applicant from the UK, who meets all eligibility criteria can be awarded funding.

Please read the EPIC Future NI guidance document for full details.

  • The Lead Applicant for the Commissioning Call Grant needs to: Be based within (live in or have a business address) in the UK and be at least 18 years old.
  • We strongly encourage proposals which are in collaboration with stakeholders from diverse backgrounds and disciplines.
  • Members of the team may reside outside the UK, but funds need to be administered through a UK lead applicant.
  • We do welcome collaborations across the Island of Ireland and beyond, where learning can be gained for Northern Ireland.
Does all research need ethical approval through a University Ethics Committee?

If your project is solely reviewing literature or secondary data, then ethical approval is not required. For some secondary data, checks need to be made that you can use the data for other purposes and that the participants were aware that the data may be used in different ways and/or shared with third parties.

Phase 2 projects that involve the collection of data with human participants must have an academic that has confirmed with their University Institution that the ethics application can be processed through the ethics committee. Ethical requirements will be reviewed as part of the stage 1 assessment (eligibility screen). The Lead Applicant must declare ethical requirements and provide the name of the University and Lead Academic for processing ethical approval at application stage. This is a pass/ fail process at eligibility screen therefore it is essential to consider and agree the approach to ethics as early as possible during the development of your application. The letter of support from the academic should include confirmation that ethical approval can be achieved within the required timeframe. A letter of confirmation after award, during the Project Initiation Phase will be required to demonstrate that ethical requirements have been met.

We encourage all proposals to consider if there are ethical or responsible research and innovation (RRI) implications and issues relating to the proposed work and this should be clearly outlined in the grant submission. If you do not think that the proposed work raises any ethical or RRI issues, you should explain why as part of your proposal.

The EPIC Futures NI team cannot submit ethics on behalf of funded projects for the Phase 2 Policy Commissioning call. In any instance that projects have declared they have a mechanism to gain ethical approval from a university institution and are then unable to achieve this, the funding will be withdrawn.

Proposals which involve the collection of data from young people under the age of 18 and individuals who could be viewed as being vulnerable can require a lengthy ethics process through university research ethics and governance channels. This can take between 8-16 weeks to achieve, depending on nature of the project and the university. Some universities may be able to achieve this in a shorter time but this needs checked with the relevant academic partner which you collaborate with. Individuals engaged in the conduct and assessment of projects involving vulnerable and all other human participants should note the provisions of Section 75 of the Northern Ireland Act 1998.

Not all projects involving people as subjects or participants may need consideration under a full research ethics and governance framework. For example, analysis of some types of existing anonymised data, low impact questionnaire surveys e.g. opinion polls or evaluation data. However, informed consent is essential if data is being collected and all data must be managed in line with GDPR and the UK Data Protection Act 1998. Applicants should assess their own proposals honestly and conduct an appropriate risk assessment. Applicants should be prepared to submit relevant data collection materials for review prior to starting data collection if there is any possibility of harm or upset or any concern about the vulnerability of anyone involved in the research.

Does the ethics approval need to take place at a university committee in the UK, or can this take place in another country?

Ethical approval needs to be gained in the country which the research is being conducted. If the research is being conducted in the UK, then a UK based institution needs to approve the ethics. If research is being conducted in other countries, then an appropriate institution in that country will approve the ethics needed for the proposal. If it is a cross-country study, then ethics may need to be gained in each country depending on the nature of the research. This is standard for all projects which involve the collection of data and aligns with Ulster University’s Governance and Ethical Standards. Any successful applicant who is collecting new data will be required to provide documentation that appropriate ethical approvals have been granted prior to any funding being able to be claimed.

Budget and Costs


What is meant by Direct Incurred (DI) costs?

Directly Incurred (DI) costs are expenditure that is to be directly incurred for a project and only that project and is supported by an auditable record.

What is meant by Directly Allocated (DA) costs?

Directly Allocated (DA) costs are the costs of resources including services used by a project that are shared by other activities. The project’s use of the resource or service will be estimated and not based on direct usage.

What costs are eligible for funding?
  • Staff time
  • Workshops, events, travel, and subsistence
  • Communications, printing, and dissemination
  • Equipment and materials
  • Training costs
  • Consultancy/technical support
What costs are not eligible for funding?
  • Pre-existing activities and ongoing operation / service delivery
  • Costs incurred before the grant start date
  • Alcohol expenses
  • Capital costs (i.e. infrastructure)
  • Project delivery that does not include a specific research output for policy impact.
I’m from the government. What can our staff claim for?

In line with UKRI funding guidelines, government organisations are limited regarding the costs which can be claimed. They may only recoup money for travel and subsistence and cannot claim staff salaries, overheads, and other indirect costs on any element of the award.

Applicants should read ESRC research funding guide – UKRI and carefully check each organisation type’s eligible costs to make sure that only allowable costs are requested.

I’m from a business. What can our staff claim for?

In line with UKRI funding guidelines, applicants from business may only claim staff salaries, travel, and subsistence. They cannot claim overheads and other indirect costs on any element of the award.

Applicants should read ESRC research funding guide – UKRI and carefully check each organisation type’s eligible costs to make sure that only allowable costs are requested.

I’m from a third sector organisation. What can our staff claim for?

In line with UKRI funding guidelines, staff from third sector organisations may claim travel, subsistence, staff salaries, overheads, and other indirect costs.

Applicants should read ESRC research funding guide – UKRI and carefully check each organisation type’s eligible costs to make sure that only allowable costs are requested.

Are costs for the project VAT inclusive amounts?

VAT Inclusive amounts should be submitted using the justification of resources template (Appendix 1 of EPIC Futures NI Policy Commissioning Call Guidance).

Organisations that are not registered for VAT can include VAT incurred within their costs. Academic participants and industry partners can legitimately claim irrecoverable VAT incurred as part of their costs.

What is the guidance on Full Economic Costs (FEC) for academic and non-academic institutions? Is this paid at 80% or 100% FEC?

As per UKRI rules, academics/research organisations will be paid at 80% of Full Economic Costing. Non-research organisations will be paid at 100% FEC.

For example. The total budget for a small award is £30,000 Full Economic Costs (FEC). Costs cannot go over this amount. For academic institutions who are applying, they will receive 80% FEC, which means they will receive £24,000 and their institution will be expected to cover the other 20% of costs.

If there is a partnership approach and the non-academic organisation is claiming £15,000, they will get £15,000 FEC. This leaves the academic organisation to have maximum costs of £15K at FEC (to reach the budget of £30,000). If the academic organisation submit costs for the full £15K, they will get £12K (which is 80% of their FEC). This is normal practice for research organisations to receive 80% FEC for projects which are funded by UKRI/ESRC and other related funders.

Is there a schedule of/percentage rate for overheads to be budgeted for (included in the single figure as stated in the Estates section of guidance)?

The is no specific guidance related to a percentage however, it needs to be appropriate for the proposed activities. The funder guidance notes that the full cost of the proposed project (including estates and indirect costs) will be considered when assessing the justification of resources. As noted in the EPIC Futures NI Commissioning Call Guidance, reviewers will consider the appropriateness of costs alongside their eligibility. Value for money will be a consideration, where many projects score over the threshold. Academics applying for smaller grant awards may wish to speak to their universities/research management departments if set overhead costs may constrain activities to consider what may be appropriate for the nature of the project being proposed. If a project is recommended for funding and all costs are not considered appropriate/ are not eligible, a reduced budget may be awarded.

What is the guidance on claiming for university staff time, redeployment, project costs and research assistant costs?

University staff can allocate a percentage of their time to the project, which is normal practice for research project applications funded by UKRI and ESRC. This does not usually require a redeployment arrangement however, each university will be required to consider how this is managed within their own policies and procedures. Academic’s will need to ensure they can allocate the percentage of time which they include in the proposal alongside any other duties during the 6- 9-month delivery period. Extensions beyond 30th September 2026 will not be granted and an inability to fulfil outputs may result in payment not being made. The justification of resources needs to justify all costs sought. Reviewers will consider the appropriateness of costs in their assessment. The call guidance notes examples of eligible costs and under ‘Directly Incurred’ costs it is noted that Investigators (Principal and co-investigators time charge) is permitted. As per UKRI rules, academics/research organisations will be paid at 80% Full Economic Costing. Academic time should not be costed as consultancy. Non-research organisations will be paid at 100% FEC.

Post Award and Project Delivery


When should funded projects start and finish?

Phase 2 policy commissioning call projects should start in January 2026.

  • Small awards of up to £30,000 must be completed by 30th June 2026.
  • Large awards of up to £100k must be completed by 30th September 2026.

We encourage projects that can be achieved in a shorter timeframe to communicate findings in real time which may have relevance for policy.

Please note that if a small award project is collecting data from a vulnerable population, where extra time may be required to go through ethical review processes, then a case can be made for those projects to seek extra time, up until the 30th of September. This needs to be justified in the case for support.

Is the funding paid up-front or in arrears?

The funding is paid quarterly in arrears. The Lead Applicant must declare at application and provide evidence during the pre-award due diligence checks that they can fund the first three month claim period and ongoing contributions for claiming quarterly in arrears.

Can I subcontract parts of my project?

Yes, subcontracting is allowed. However, you must outline in the justification of resources how this arrangement will be completed and allow delivery within the specified time. The lead applicant manages all subcontracting processes and must ensure that deliverables are met to receive payment for the project.

Data, Insights and Communication


Who owns the data I collect/generate? Will I need to share the data or just the reports and outputs?

All funded projects must sign a data sharing agreement. Both applicants and EPIC Futures NI will act as independent data controllers, and datasets must be shared. Projects must meet UKRI open access requirements, allowing new data to be assessed for deposit in repositories like the UK Data Service: https://ukdataservice.ac.uk.

All outputs must acknowledge EPIC Futures NI, ESRC, AHRC, Innovate UK, and UKRI funding. A branding and communications toolkit will be provided to successful projects.

EPIC Futures NI views funded projects as collaborators. Projects and key individuals will be featured on our website and social media.

Projects must provide annual updates on any multiplier impacts for up to 5 years post-award. Lead applicants will be contacted each February by email. Please keep your contact information up to date by emailing: epicfutures@ulster.ac.uk.

Do I need to inform EPIC Futures NI about stakeholder engagement or dissemination events?

Stakeholder engagement activities included in your case for support do not require formal EPIC Futures involvement.

However, please inform EPIC Futures NI of any dissemination events to support promotion and funder reporting. Where appropriate, these should be held in collaboration with EPIC Futures NI.

All projects are expected to present at the EPIC Futures Commissioning Fund Conference (late October/early November 2026). Project findings should not be shared publicly before then unless early communication is approved by EPIC Futures NI (e.g. due to early completion and policy relevance).

Successful applicants will receive guidance and work closely with EPIC Futures’ communications and engagement officer.

As noted above, all projects must provide annual updates on multiplier impacts for 5 years post-award.

There are existing bodies of research and evidence on different topics which have suggestions to inform policy in the NI Context. What role will EPIC Futures NI have in promoting existing research?

The EPIC Futures NI website has an area to submit research for policy impact. This offers an interim solution until the Labour Market Observatory (LMO) is launched. Explore and share research for policy impact - Epic Futures NI

The Labour Market Observatory (LMO) will be launched in 2026. This will provide one central location to showcase research which has been commissioned by EPIC Futures NI, partners and other organisations that wish to extend the reach of their research.

Can we promote this fund through our social media?

Yes, we welcome partners promoting this funding call on our behalf. Please contact EPICFutures@ulster.ac.uk to request promotional guidance or re-share one of the EPIC Futures posts on LinkedIn.

Partners