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Students Awards Regulations (Northern Ireland) 1998

Type Ni-Statutory-Rule

Publication 1998-08-04

Last updated 1998-09-01

State In force

Jurisdiction Northern Ireland

Department Government Printer for Northern Ireland

Source legislation.gov.uk

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Made: 4th August 1998

Coming into operation: 1st September 1998

The Department of Education, in exercise of the powers conferred on it by Article 50(1) and 134(1)[^f00001] of the Education and Libraries (Northern Ireland) Order 1986[^f00002] and of every other power enabling it in that behalf, hereby makes the following Regulations:

Part I — General

Citation and commencement

1

These Regulations may be cited as the Students Awards Regulations (Northern Ireland) 1998 and shall come into operation on 1st September 1998.

Revocations

2

The Students Awards Regulations (Northern Ireland) 1997[^f00003] and the Students Awards (Amendment) Regulations (Northern Ireland) 1998[^f00004] are hereby revoked.

Interpretation

3

(1) In these Regulations—

“academic authority” in relation to an institution means the governing body or other body having the functions of a governing body and includes a person acting with the authority of that governing body or other body;

“area” means the area of a board;

“award” includes an award made under previous awards regulations, and either a fees only award or a full award made under these Regulations;

“British Islands” means the United Kingdom, the Channel Islands and the Isle of Man;

“Certificate in Education” includes a Teacher’s Certificate;

“the Council Regulation” means Council Regulation (EEC) No. 1612/68 on freedom of movement for workers within the Community as extended by the EEA Agreement[^f00005];

“course comparable to a first degree course” means— a course of at least 3 academic years' duration provided by a university or universities for a certificate, diploma or other academic award; an educational facility designated by the Department under Article 50(1);

“course for the DipHE” means a course provided by— a publicly funded institution for the Diploma of Higher Education; a publicly funded institution for the Diploma of Higher Education or a first degree as the student may elect after the commencement of the course; a publicly funded institution in conjunction with a private institution, or by a private institution, for the Diploma of Higher Education which is for the time being designated for the purposes of this provision by the Secretary of State for Education and Employment;

“course for the HND” means— a course provided by a publicly funded institution for the Higher National Diploma or the Higher National Diploma of the Business and Technology Education Council (“BTEC”); a course provided by a publicly funded institution in conjunction with a private institution, or by a private institution, for the Higher National Diploma or the Higher National Diploma of the Business and Technology Education Council, which is for the time being designated for the purposes of this provision by the Secretary of State for Education and Employment;

“course of higher education” means a course of a type listed in Schedule 1 to the Further Education (Northern Ireland) Order 1997[^f00006] for the purposes of paragraph 2(d) of Schedule 1, includes a full-time course outside Northern Ireland which is comparable to a full-time course of higher education in Northern Ireland;

“course of initial teacher training” means— a full-time course for the initial training of teachers (other than a course for the degree of Bachelor of Education) provided by a publicly funded institution or where a private institution is an eligible institution as defined by section 4(2) of the Education Act 1994[^f00007] by a public institution in conjunction with such a private institution, or by such a private institution; a part-time course of teacher training, involving not less than 3 days' attendance for the purposes of study or teaching practice during each of at least 30 weeks during each year of the course, for the time being specified for the purposes of this provision by the Department; any other course of teacher training, whether full-time, part-time or partly full-time and partly part-time, for the time being so specified; and for the purposes of paragraphs (a) to (c) a full-time course is a course involving not less than 30 weeks' full-time attendance for the purposes of study or teaching practice during each year of the course, a part-time course is a course involving periods of attendance for those purposes all of which are part-time, and a partly full-time and partly part-time course is any other course; and in this definition in relation to a course provided at the University of Oxford or Cambridge a reference to a period of 30 weeks shall have effect as a reference to a period of 25 weeks;

“degree” means a degree awarded by a university, institution of higher education in the United Kingdom or the Republic of Ireland or the Council for National Academic Awards;

“dependant” means wholly or mainly financially dependant;

“discretionary award” shall be construed in accordance with regulation 8(2);

“employment” means a full-time employment or part-time employment which, in a normal week, involves a significant number of hours of work and “employed” shall be construed accordingly, and for the purposes hereof the references to employment include references to the holding for gain of any office and to the following for gain of any occupation;

“establishment of further education” excludes a university but includes a college of education and an institution of further education which also provides higher education;

“European Community” means the area comprised by the Member States of the European Community (including the United Kingdom) as constituted from time to time;

“EEA Agreement” means the Agreement of the European Economic Area signed at Oporto on 2nd May 1992[^f00008] as adjusted by the Protocol signed at Brussels on 17th March 1993[^f00009];

“EEA migrant worker” means a person who is a national of a member State of the European Economic Area who has taken up an activity as an employed person in the United Kingdom under the Council Regulation or in circumstances where as a national of the United Kingdom he has an enforceable Community right to be treated no less favourably than a national of another member State in relation to matters which are the subject of the Council Regulations;

“European Economic Area” means the European Community and subject to the conditions laid down in the EEA Agreement the area comprised by the Republic of Iceland, the Kingdom of Norway, and the Principality of Liechtenstein; an area which was previously not part of the European Community or the European Economic Area, but at any time before or after these Regulations came into operation has become part of one or other or both of those areas shall be considered to have always been part of the European Economic Area;

“European student” means a person who is a national of a member State of the European Community or the child of such a national who has not been ordinarily resident in the British Islands as described in regulation 7(1) and (2) or who is not settled in th United Kingdom as described in paragraph 2(a) of Schedule 1;

“fees only award” means an award made only in respect of fees described in Schedule 5;

“first degree course” means— a course provided by a publicly funded institution for a first degree or for the degree of Bachelor of Medicine or an equivalent degree; a course provided by the University of Buckingham for a first degree of that university; an international course; a course provided by a publicly funded institution in conjunction with a private institution, or by a private institution, for a first degree or the degree of Bachelor of Medicine or an equivalent degree, which is for the time being designated for the purposes of this provision by the Secretary of State for Education and Employment;

“full award” means an award made in respect of both fees described in Schedule 5 and a maintenance grant;

“highest-cost country” means Denmark, Finland, Japan, Norway, Sweden, Switzerland and Taiwan;

“higher-cost country” means Austria, Belgium, France, (excluding Departements d'Outre Mer) the Federal Republic of Germany, Hong Kong, Iceland, Israel, the Republic of Korea, Luxembourg, the Netherlands and countries of the former Soviet Union;

“high-cost country” means Australia, Canada, Greece, Indonesia, the Republic of Ireland, Italy, New Zealand, Spain and the United States of America;

“independent student” means a student who— has attained the age of 25 years before the beginning of the year for which payments in pursuance of his award fall to be made; or has supported himself out of his earnings for periods (including any period mentioned in paragraph (3)), before the first year of his course aggregating not less than 3 years; or has been married for at least 2 years before the beginning of the year for which payments in pursuance of his award fall to be made whether or not the marriage is still subsisting; or has no parent living; or is irreconcilably estranged from his parents;

“institution” means an educational institution in the United Kingdom providing further or higher education or both, or providing a course which qualifies for funding under Part I of the Education Act 1994 or a university or relevant institution of higher education in the Republic of Ireland providing a full-time course comparable to one listed in paragraphs 1, 2, 3 or 4 of Schedule 2;

“international course” means a course provided by a publicly funded institution in conjunction with an overseas institution for a first degree;

“maintenance grant” means a grant calculated in accordance with regulation 13;

“old award” means an award made in respect of a person’s attendance at a specified course the first year of which begins before 1st September 1998, or begins on or after that date and before 1st September 1999 if the person meets the conditions referred to in regulation 8(4);

“ordinary maintenance requirement” shall be construed in accordance with paragraph 1(1) of Schedule 6;

“overseas institution” means an educational institution outside the United Kingdom providing further or higher education or both;

“periods of experience”, “prescribed proportion” and “sandwich year” in relation to a sandwich course have the meanings respectively assigned to them by paragraph 1 of Schedule 9;

“previous awards regulations” means the Regulations revoked by regulation 2 and any regulations superseded by those Regulations;

“private institution” means an institution or institutions which are not maintained or assisted by recurrent grants out of public finds;

“publicly funded institution” means an institution or institutions which are maintained or assisted by recurrent grants out of public funds;

“refugee” means a person recognised by Her Majesty’s Government as a refugee within the meaning of the United Nations Convention relating to the Status of Refugees done at Geneva on 28th July 1951[^f00010] as extended by the Protocol thereto which entered into force on 4th October 1967[^f00011] and any reference to the child of a refugee includes a reference to a person adopted in pursuance of adoption proceedings and a step-child;

“relevant day” means the last day of the month of October, February, April or June (according as the academic year of the course begins in the winter, spring, summer or autumn respectively) preceding the beginning of the course;

“relevant institution of higher education in the Republic of Ireland” means an institution listed in Part II of Schedule 4;

“specified course” means a course of a type listed in Schedule 2; and in relation to any person any reference (otherwise unqualified) to a specified course shall, as the context requires, be construed as a reference to a specified course which the person attends or has applied to attend and any reference to a specified course shall be construed as a reference to either a course of full-time study or a sandwich course;

“statutory award” means any award made or grant paid by virtue of Article 50 (except a maintenance allowance payable under the Maintenance Allowances (Pupils over Compulsory School Age) Regulations (Northern Ireland) 1996[^f00012]) or Article 51 and includes any comparable award made or grant or other payment made in respect of attendance at a course which is paid out of monies provided by or under any statutory provision;

“student” means a person to whom an award has been made under these Regulations or previous award regulations;

“supplementary requirement” shall be construed in accordance with paragraph 4 of Schedule 6;

“the excess period” shall be construed in accordance with paragraph 5(1) of Schedule 6;

“the Income Tax Acts” has the same meaning as in Schedule 1 to the Interpretation Act 1978[^f00013];

“the Order” means the Education and Libraries (Northern Ireland) Order 1986; and a reference by number to an Article is a reference to the Article bearing that number in the Order;

“the Tax Acts” has the same meaning as in Schedule 1 to the Interpretation Act 1978;

“transitional award” means an award other than an old award;

“university” means a university in the United Kingdom or the Republic of Ireland and includes a university college and a constituent college, school or hall of such a university;

“year”, in respect of a course, means the period of 12 months beginning on 1st January, 1st April, 1st July or 1st September according as the academic year of the course begins in the winter, spring, summer or autumn respectively; and any reference to the first or the final year of a course shall be construed accordingly.

(2) In paragraph (1) “parent” shall have the same meaning as in Part II of Schedule 7.

(3) A period during which a student has supported himself out of his earnings includes any period during which—

(a) he was participating in arrangements for training for the unemployed under any scheme operated, sponsored or funded by any state authority or agency, national, regional or local;

(b) he was in receipt of benefit payable by any state authority or agency, national, regional or local, in respect of a person who is available for employment but who is unemployed;

(c) he was available for employment and had compiled with any requirement of registration imposed by a body referred to in paragraphs (a) and (b) as a condition of entitlement for participation in arrangements for training or receipt of benefit; or

(d) he held a postgraduate studentship or comparable award; or

(e) he received any pension, allowance or other benefit paid by reason of a disability to which the student is subject, or by reason of confinement, injury or sickness, paid by any state authority or agency, national, regional or local, by an employer or any former employer, or by any other person; or

(f) he could not reasonably have been expected to support himself out of his earnings because he had the care of a person under the age of 18 years who was dependant upon him.

(4) For the purposes of these Regulations, a student shall be treated as irreconcilably estranged from his parents if, but not only if, he has not communicated with either one of them for the period of one year before the beginning of the year for which payments in pursuance of his award fall to be made.

Calculation of income

4

In calculating a person’s income for any year, any reduction for income tax is to be made by calculating the tax payable on the income received in that year as if the year were a year of assessment for the purposes of the relevant tax legislation (the necessary apportionment being made in any case where the relevant provisions of that legislation change during the year).

Termination of marriage

5

A person’s marriage is to be treated as having been terminated, not only by the death of the other spouse or the annulment or the dissolution of the marriage by an order of a court of competent jurisdiction, but also by virtue of the parties to a marriage ceasing ordinarily to live together, whether or not an order for their separation has been made by any court.

Part II — Awards

Specified persons

6

(1) Persons described in Part I of Schedule 1, with the exception of persons described in Part II of that Schedule, are, subject to paragraph (2), specified by the Department for the purposes of Article 50(1).

(2) The board which shall be under a duty to make an award to a person entitled to the payment of an award by virtue of Article 7(2), (3) or 12 of the Council Regulation shall be—

(a) the board in the area of which the person was last resident during the period of two years preceding the relevant day;

(b) if sub-paragraph (a) does not apply, the board in the area of which the institution providing the person’s course is situate.

(3) A board shall not be under a duty to make a transitional award in respect of a person’s attendance at a course if it is satisfied that no amount would be payable in pursuance of the award if it was made.

Ordinarily resident

7

(1) If a board is satisfied that a person was not ordinarily resident in the British Islands, or in the European Economic Area, throughout the three years immediately preceding the first year of the specified course or was not resident in a board’s area on the relevant day only because that person, his spouse, parent, guardian, any other person having parental responsibility for him, or any person having care of him while he is a child, is, or was, employed temporarily outside the British Islands or, as the case may be, outside the European Economic Area, then, for the purposes of paragraph 1(b) of Schedule 1, that person shall not be regarded as having ceased to be so resident only because of his absence from the British Islands or the European Economic Area or the Board’s area in consequence of such employment and paragraph (2) shall not apply in the case of such a person.

(2) For the purposes of paragraph 1(b) of Schedule 1, a person shall not be regarded as ordinarily resident in the British Islands or the European Economic Area if that person was so resident and had taken up that residence wholly or mainly for the purpose of attending a full-time course of education.

(3) For the purposes of paragraph 1(b) of Schedule 1, a person shall not be regarded as ordinarily resident in the British Islands if that person is personally ineligible for a full award.

(4) For the purposes of regulation 6(1) the ordinary residence requirements of paragraph 1(b) of Schedule 1 shall not apply in the case of a refugee, ordinarily resident in the British Islands who has not ceased to be so ordinarily resident since he was recognised as a refugee; or in the case of the spouse or child of such a refugee, and paragraph 2(a) of that Schedule shall not apply in the case of a person who—

(a) has been informed in writing by a person acting under the authority of the Secretary of State for the Home Department that, although he is considered not to qualify as a refugee, it is thought right to allow him to enter or remain in the United Kingdom;

(b) has been granted leave to enter or remain accordingly; and

(c) has been ordinarily resident in the British Islands throughout the period since he was granted leave to enter or remain

or in the case of the spouse or child of such a person.

(5) The person referred to in paragraph 1(b)(iii) of Schedule 1 is:

(a) a European student;

(b) an EEA migrant worker who is entitled to the payment of an award by virtue of Article 7(2) or (3) of the Council Regulation, or, where he is a national of the United Kingdom, by virtue of an enforceable Community right to be treated no less favourably than a national of another member State in relation to matters which are the subject of Article 7(2) and (3) of the Council Regulation;

(d) the child of an EEA migrant worker who is entitled to the payment of an award by virtue of Article 12 of the Council Regulation, or where his migrant worker parent is a national of the United Kingdom by virtue of an enforceable Community right to be treated no less favourably than the child of a national of another member State in relation to matters which are the subject of Article 12 of the Council Regulation.

(6) In paragraph (5) “parent” includes a guardian, any other person having parental responsibility for a child and any person having care of a child, and “child” shall be construed accordingly.

Transitional provisions

8

(1) Without prejudice to section 29(3)(a) of the Interpretation Act (Northern Ireland) 1954[^f00014] and to the definition of “award”, an award made in pursuance of the Regulations revoked by regulation 2 before the coming into operation of these Regulations, insofar as it could have been made in pursuance of these Regulations, shall for the purposes thereof, be treated as having been so made.

(2) Where an award was made to a student under Article 50(3) (“the discretionary award”) in respect of a course to which Article 50(1) and (2) did not then apply but the course becomes or has become a specified course and an award within the meaning of these Regulations is or has been made to the student in respect of that course, then if the discretionary award continues to be payable it shall be disregarded in calculating the students income for the purposes of regulations 13(1)(b) and 17: but payments on account of the mandatory award in respect of fees and in respect of maintenance for any period shall be respectively reduced or extinguished by those on account of the corresponding element of the discretionary award.

(3) Where—

(a) an award was made to a person pursuant to previous awards regulations in respect of his attendance at a course during an academic year beginning before the 1st September 1997; and

(b) the person immediately after ceasing to attend that course (disregarding any intervening vacation) begins to attend another course,

a board shall not be excepted from the duty to make an award in respect of the persons attendance at the second course by the application of the exception relating to settlement in the United Kingdom found in paragraph 2(a) of Schedule 1.

(4) Where an award is made to a person in respect of his attendance at a course the first year of which begins on or after 1st September 1998 the award shall be treated as an old award if—

(a) the person had on or before 1st August 1997 received an offer of a place on that course, or on a similar specified course which is no longer offered, in either case for a year which begins on or after 1st September 1998 and before 1st September 1999, and whether conditional on obtaining specified qualifications or not; or

(b) the person had received an offer of a place on a specified course for a year which begins before 1st September 1998, and—

(i) he was not able to take up the offer because a specified qualification or grade was not awarded to him;

(ii) he appealed against the decision not to award the qualification or grade to him;

(iii) the appeal was allowed after the last date when he could have taken up the offer; and

(iv) as a result he was offered a place on the course for a year which begins on or after 1st September 1998 and before 1st September 1999;

(i) he begins to attend the course immediately after ceasing to attend a course for the DipHE or a course for the HND (disregarding any intervening vacation); and

(ii) an award was made to him in respect of his attendance at a course for the DipHE or a course for the HND which is an old award other than by virtue of this sub-paragraph or sub-paragraph (d); or

(d) the course is a postgraduate course for the initial training of teachers, and—

(i) he begins to attend the course immediately after ceasing to attend a first degree course (disregarding any intervening vacation); and

(ii) an award was made to him in respect of his attendance at the first degree course which is an old award other than by virtue of sub-paragraph (c) or this sub-paragraph;

(e) a payment is being made to him in respect of a grant in pursuance of Article 44 of the Health and Personal Social Services (Northern Ireland) Order 1972[^f00015] in nursing, midwifery, physiotherapy, occupational therapy, radiography, orthoptics, speech and language therapy, podiatry, dietetics, prosthetics and orthotics at the Queen’s University of Belfast or the University of Ulster.

(5) For the purposes of paragraph (4)(a) a course is similar to another course, whether or not it is at the same institution, if—

(a) it leads to a degree or other qualification which is the same as the degree or other qualification which the other course leads to; and

(b) the board is satisfied that the subject matter of the course is for the most part the same as the subject matter of the other course.

Previous attendance at a course

9

(1) For the purposes of regulation 19(2) and (4) and paragraphs 1(d), 2(c) and (d) and 3 of Schedule 1—

(a) a person shall not be regarded as having previously attended a course—

(i) unless he has previously both attended and held a statutory award in respect of either more than one course or one course for a period longer than 20 weeks;

(ii) by reason only of his having attended from its beginning the course to which his application for an award relates;

(b) any reference to a person having attended a course shall be construed as a reference to his having done so before or after 1st September 1998;

(c) where an award has been transferred under Schedule 3, the student to whom the award has been made shall be treated as having attended only the new course, and the duration of that course shall be treated as the aggregate of the period spent following the previous course and the period which the student in question would ordinarily require for the completion of the new course in the case of either course being a sandwich course ignoring any periods of experience.

(2) Nothing in paragraph (1) shall effect the duty of the board to make an award to a person in respect of his attendance at—

(a) a postgraduate course for the initial training of teachers, unless he has—

(i) previously attended such a course; or

(ii) successfully completed a course for the degree of Bachelor of Education (or a comparable first degree or award of an institution or the Council for National Academic Awards) which is referred to in paragraph (3);

(b) a course for the degree of Bachelor of Education (or a comparable first degree or academic award of an institution or the Council for National Academic Awards) the duration of which does not exceed two years and which is referred to in paragraph (3) unless he has previously attended—

(i) such a course whether or not its duration exceeded two years; or

(ii) a postgraduate course for the initial training of teachers.

(c) a full-time course of initial training as a teacher of one year’s duration, or a comparable part-time course, not within sub-paragraph (a) or (b), unless he has far more than three years held in statutory award in respect of his attendance at a full-time course of higher education or comparable course outside Northern Ireland;

(3) A course is referred to in this paragraph if the successful completion of it resulted or results in the person completing it being a qualified teacher within the meaning of section 218(2)(a) of the Education Reform Act 1988[^f00016] or eligible to be employed as a teacher under Article 70(1)[^f00017].

(4) Any reference to the duration of a course is a reference to the period ordinarily required for its completion by a student who is not excused part of the course on account of his having attended a previous course, in the case of a sandwich course ignoring any periods of experience.

Specified educational facilities

10

The courses listed in Schedule 2 are specified as educational facilities for the purposes of Article 50(1)

Terms and conditions

11

(1) Awards to be made by boards shall be subject to the terms and conditions set out in Schedule 3.

(2) Awards to be made by boards shall be either—

(a) a full award in respect of a persons attendance at a specified course during an academic year beginning after 31st August 1998—

(i) if the person concerned is ordinarily resident in the boards area or is a person described in paragraph (1)(b)(ii) of Schedule 1; and

(ii) the duty is not owed to the person only because he is a European student;

(b) where sub-paragraph (a) does not apply, a fees only award in respect of a persons attendance at a specified course at an institution in Northern Ireland during an academic year beginning after 31st August 1998 if the person is a European student.

(3) Where paragraph (2)(a) applies a person shall not be regarded as ordinarily resident in the area of the board as a result of having moved from England, Scotland, Wales, the Channel Islands or the Isle of Man to become ordinarily resident in the area of a board for the purpose of attending his current course or a previous course and shall be treated as being ordinarily resident in the place from which he has moved.

(4) Where paragraph (2)(b) applies the fees only award shall be made by the board in whose area the main facility of the institution is situated.

(5) The reference in paragraph (3) to a previous course is a reference to a course of further education or higher eduction which, disregarding an intervening vacation, the student was attending immediately before commencing his current course.

Part III — Amount of Awards

Payments by boards

12

(1) Subject to regulations 11, 15, 16, 17, 19 and 20 and paragraph 4 of Schedule 3, the board shall in respect of each year pay in pursuance of an old award—

(a) in respect of fees, an amount equal to the aggregate of any fees payable in respect of the student as are described in Schedule 5;

(b) where the award is a full award, in respect of maintenance—

(i) a sum calculated in accordance with regulation 13; and

(ii) the aggregate of the amounts specified in paragraph (3).

(2) Subject to regulations 11, 15, 16, 17, 19 and 20 and paragraph 4 of Schedule 3, the board shall in respect of the first year of the course pay in pursuance of a transitional award—

(a) in respect of fees, a sum equal to the aggregate of any such fees payable in respect of the student as are described in paragraphs (a)(ii), (iii), (iv), (v), (x) and (xii), (b) and (c) of Schedule 5, and of any such fees as are payable in respect of a course for the initial training of teachers as described in the definition of “course of initial teacher training” in regulation 3(1);

(b) where the award is a fees only award, a sum calculated in accordance with regulation 13 in respect of the aggregate of any such fees payable in respect of the student as are described in Schedule 5 other than the fees mentioned in sub-paragraph (a);

(i) a sum calculated in accordance with regulation 13, which shall be apportioned so that such sum as is required to meet the requirements for maintenance set out in Part I to IV of Schedule 6 in respect of maintenance, and any balance remaining shall be paid in respect of the aggregate of any such fees payable in respect of the student as are described in Schedule 5 other than the fees mentioned in sub-paragraph (a); and

(ii) in respect of maintenance the aggregate of the amounts specified in paragraph (3).

(3) The amounts referred to in paragraph (1)(b)(ii) and (2)(c)(ii) are such amounts—

(a) in respect of non-medical personal helper as the board considers appropriate not exceeding £10,000;

(b) in respect of major items of specialist equipment as the board considers appropriate not exceeding £3,955, or in the case of an old award where payments in respect of such equipment have been made in pursuance of the award in previous years, not exceeding that sum less the amount of such payments;

(c) in respect of expenditure incurred within or outside the United Kingdom for the purposes referred to in paragraph 7(1) of Schedule 6 as the board considers appropriate; and

(d) in respect of any other expenditure including expenditure incurred for the purposes specified in paragraphs (a) and (b) which exceed the maxima specified therein as the board considers appropriate not exceeding £1,315;

if the board is satisfied in each case that the student by reason of a disability to which he is subject is obliged to incur additional expenditure in respect of his attendance at the course.

(4) The aggregate of any sums paid in respect of maintenance shall be called the “maintenance grant”, and so much of the maintenance grant as appears to the board to be appropriate shall be treated as being in respect of the Easter and Christmas vacations.

(5) Subject to regulations 17, 19 and 20 and paragraph 4 of Schedule 3, a board may, in respect of a student who resides in an institution other than a university, pay the amount charged by the institution for his board and lodging.

(6) Where the current academic year of a students course began in the winter or the spring of 1998 then, notwithstanding anything in these Regulations, payments in pursuance of an award to that student in respect of the year beginning on 1st January 1998 or, as the case may be, 1st April 1998 shall be the aggregate of—

(a) two-thirds or, as the case may be, one third of the payments in pursuance of that award which would have fallen to be made in respect of that year under the Regulations referred to in regulation 2 had they not been revoked; and

(b) one-third or, as the case may be, two-thirds of the payments which would have fallen to be made in respect of the year beginning on 1st September 1998 under these Regulations had the academic year of that course begun in the autumn of 1998.

(7) In the case of a course at the University of Buckingham beginning in the winter, spring or summer of 1998 then, notwithstanding anything in these Regulations, payments in pursuance of an award in respect of the year beginning on 1st January, 1st April or 1st July (as the case may be) shall be the aggregate of—

(a) three-quarters, one-half or one-quarter (as the case may be) of the payments which would have fallen to be made in respect of that year under the Regulations referred to in regulation 2 had they not been revoked; and

(b) one-quarter, one-half or three-quarters (as the case may be) of the payments which would have fallen to be made in respect of the year beginning on 1st September 1998 under these Regulations had the academic year of the course begun in the autumn of 1998.

Calculation of maintenance grant

13

(1) The sum mentioned in regulation 12(1)(b), (2)(b) or (c) shall be the amount by which the students resources fall short of his requirements and for the purpose of ascertaining that amount—

(a) the requirements of the student shall be taken to be the aggregate of—

(i) where the award is an old award and a full award, the amounts set out in Parts I to IV of Schedule 6 as are applicable in his case; or

(ii) where the award is a transitional award and a fees only award, the amounts set out in Part V of Schedule 6 as are applicable in his case; or

(iii) where the award is a transitional award and a full award, the amounts set out in Parts I to V of Schedule 6 as are applicable in his case; and

(b) the resources of the student shall be taken to be the aggregate of his income for the year calculated in accordance with Part I of Schedule 7 and any contribution applicable in his case by virtue of Part II or III of that Schedule.

(2) This regulation and Schedules 6 and 7 shall have effect—

(a) in the case of such a student as is mentioned in Schedule 8, subject to the provisions thereof;

(b) where regulation 15 applies, subject as therein provided.

(3) In the case of a transitional award, where any such fees as are described in paragraph (a), (vii), (viii), (ix) and (xi) of Schedule 5 are payable, the students resources shall be reduced by the amount they exceed £500, such reduction not to exceed £500.

Assessment of requirements and resources

14

The requirements and resources of a student shall be assessed by the board, and for the purpose of the exercise of its functions under this regulation, the board shall require the student to provide from time to time such information as it considers necessary as to the resources of any person whose means are relevant to the assessment of his requirements and resources.

Sandwich courses

15

(1) This regulation shall apply where the course is a sandwich course unless the course is a course of initial teacher training.

(2) For the purpose of calculating payments under regulation 12 in respect of a sandwich year, that regulation and Schedules 6 and 7 shall have effect subject to the provisions of Schedule 9; but no payments in respect of maintenance shall be made in respect of a year in which there are no periods of full-time study.

Courses of teacher training

16

(1) This regulation shall apply—

(a) where the course is a part-time course of teacher training described in paragraph (b) or (c) of the definition of “course of initial teacher training” in regulation 3(1); or

(b) where it is a partly full-time and partly part-time course described in paragraph (c) of the said definition.

(2) Where the course is described in paragraph (b) of the definition of “course of initial teacher training” in regulation 3(1), the payment in respect of maintenance under regulation 12(1)(b) or (2)(c) shall be a grant equal to three-quarters of the sum otherwise payable.

(3) Subject to paragraphs (4) and (5) where the course is described in paragraph (c) of the definition of the “course of initial teacher training” in regulation 3(1), the payment under regulation 12(1)(b) or (2)(c) shall be—

(a) in a year in which the students periods of attendance are all periods of full-time attendance or in which his aggregate period of full-time attendance is 30 weeks or more, the maintenance grant;

(b) in a year in which the students periods of attendance are all periods of part-time attendance, in the case of an old award, the sum of £325, and in the case of a transitional award, no payment;

(i) the proportion of the maintenance grant which the student’s aggregate period of full-time attendance in the year, expressed in weeks, bears to 30; and

(ii) in the case of an old award the proportion of £325 which the difference between the said aggregate period and 30 weeks bears to 30.

(4) In relation to a student employed full-time as a teacher, in the case of an old award, paragraph (3) shall have effect, except that in such a year as is mentioned in sub-paragraph (a) thereof, as if it provided that the payment under regulation 12 should be £90 and in the case of a transitional award, no payment.

(5) In relation to a student attending a course provided at the University of Oxford or the University of Cambridge, sub-paragraphs (a) and (c) of paragraph (3) shall have effect as if any reference therein to—

(a) a period of 30 weeks were a reference to 25 weeks; and

(b) the proportion which a period expressed in weeks bears to 30 were a reference to the proportion which that period bears to 25.

(6) For the purposes of this regulation a day shall be reckoned as a seventh of a week, and “attendance” means attendance for the purposes of study or teaching practice.

Assisted students

17

(1) Notwithstanding anything in the preceding provisions of these Regulations, no payment under regulation 12 shall be made to a person in respect of any year in respect of which he receives such payments as are mentioned in paragraph (2) amounting to not less than the aggregate of—

(a) such fees payable by him as are described in Schedule 5 and if they are payable to an institution which is maintained or assisted by recurrent grants out of public funds, which do not exceed the maxima referred to therein; and

(b) his requirements for maintenance ascertained in accordance with—

(i) Part I of Schedule 6;

(ii) paragraphs 5 and 6 of Part II of that Schedule; and

(iii) Parts III and IV of that Schedule; and

irrespective of whether any maintenance grant would in fact be payable in his case by virtue of any other provision in these Regulations.

(2) The payments referred to in paragraph (1) are the aggregate payments received by the person—

(a) in pursuance of any award, bursary or other payment made to him in respect of the course (other than an award made under these Regulations or previous awards regulations, or out of access funds held by the institution at which he attends his course); and

(b) if he is in gainful employment, by way of remuneration (reduced by income tax and social security contributions) paid in respect of any period for which he has leave of absence from that employment or is relieved of his normal duties in the course of that employment for the purpose of attending the course,

except that, if the person’s course is a part-time course of teacher training described in paragraph (c) in the definition of “course of initial teacher training” in regulation 3(1) and some or all of his periods of attendance are periods of part-time attendance, any payments by way of remuneration shall be disregarded.

(3) Where a person receives such payments as are mentioned in paragraph (2) in a currency other than sterling the value of a payment shall be—

(a) if the person purchases sterling with the payment the amount of sterling the person receives for it, otherwise

(b) the value of the sterling which the payment would purchase using the rate for the month in which it is received as published by the Office for National Statistics in ‘Financial Statistics’.

Method of payment

18

(1) Subject to paragraph (2), the board shall make any payment due under these Regulations in such installments (if any) and at such times as it considers appropriate; and in the exercise of its functions under this regulation the board may make provisional payments pending the final calculation of the award.

(2) Subject to paragraphs (3) and (4) the board shall pay such fees as are described in Schedule 5 promptly when a valid request for payment in respect thereof has been received.

(3) Fees described in paragraph (a)(i), (iv), v(i), (vii), (viii), (ix) and (xi) and (c) of Schedule 5 shall be paid during the period of 10 weeks which begins after the expiry of 3 months from the beginning of the year.

(4) Payment of fees described in paragraphs (a)(ii), (iii), (v), (x) and (xii) and (b) of Schedule 5 shall be made in the number of installments, if any, mentioned therein after the first dates on which the student is required to attend his course after 1st January, 1st April, 1st July and 1st September respectively, beginning with a payment after the first date on which he is required to attend after the beginning of the year of the course, and continuing with payments after the next such first dates on which he is required to attend, until all the installments which are payable for the year have been paid.

(5) All payments shall be made to the student, except—

(a) payment of the fees described in Schedule 5 may be made to the academic authority; and

(b) where amounts specified in regulation 12(3) are payable to him on his written instruction payment in respect of his maintenance grant may be made to a third party.

(6) Without prejudice to regulation 20 or the recovery of an overpayment by way of a deduction from a subsequent payment, any overpayment or underpayment made in pursuance of this regulation shall be adjusted by payment between the student or, as the case may be, the academic authority and the board.

Reduced Entitlement to Payments

19

(1) In respect of any period during which the student repeats any part of his course, the board shall not be required to make any repayments under regulation 12 but may pay in pursuance of the award such amounts (if any) as it considers appropriate, being amounts not exceeding the amount of any payments that would, apart from this regulation, be payable to that student in respect of that period.

(2) Paragraph (3) shall apply in the case of a student who—

(a) has previously attended a course of higher education being—

(i) in the case of a specified course, a course of up to two academic years' duration; or

(ii) in the case of a course other than a specified course, a course of two academic years' duration; or

(b) has previously successfully completed a part-time course corresponding to such a course as is mentioned in sub-paragraph (a)

(“the previous course”) and who holds an award made in respect of a course of initial teacher training or a course listed in paragraph 1 or 5 of Schedule 2, being a course of more than one years' duration (“the current course”).

(3) A board shall only be required to make payments under regulation 12 in pursuance of an award in respect of the current course where—

(a) that course is not more than two years' duration, in respect of the final year of the student’s course;

(b) that course is of a greater number of years' duration, in respect of that number less two of the final years of the student’s course,

but, in respect of any other year of the student’s current course it may make such payments as it considers appropriate, not exceeding those payments which would, apart from this regulation have been payable under regulation 12.

(4) In paragraphs (2) and (3) any reference—

(a) to the duration of a course is a reference to the period ordinarily required for its completion by a student who is not excused part of the course on account of his having attended a previous course, in the case of a sandwich course ignoring any periods of experience;

(b) to the final year or years of a student’s course is in the case of a student so excused part of the course, a reference thereto after taking account of the consequential reduction in the duration of his course;

(5) Where a board makes an award to a person during a year because he has become—

(a) a European student as a result of the accession of the State of which he is a national to the European Community; or

(b) a refugee, or the spouse or child of a refugee, as a result of the recognition of him, or his spouse or parent, as a refugee,

it shall deduct from the sums and grant payable in respect of that year in pursuance of the award under regulation 12 the amounts referred to in paragraph (6).

(6) The amounts to be deducted under paragraph (5) are—

(a) from the sum payable in respect of fees under regulation 12 the amount of any instalment payable before the date on which the student became a European student or the refugee was recognised as a refugee; and

(b) from the sum or grant payable in respect of maintenance under regulation 12 the proportion of that sum or grant which relates to the period before the date referred to in sub-paragraph (a).

(7) Where an award had been transferred by the board under paragraph 1(1)(a) or (b) of Schedule 3 and—

(a) the requisite recommendation or consent to the transfer is given after the expiry of four months after the end of the first year of the course in respect of which the award was originally made (“the previous course”); and

(b) the board is not satisfied, after consulting the academic authority or authorities concerned, that the fact that the requisite recommendation or consent was given after the expiry of the period specified in sub-paragraph (a) was due only to the need to apply through a clearing admission system; and

(c) the board is satisfied, after consulting the academic authority or authorities concerned, that the period which the student in question will ordinarily require for the completion of the course which he now attends (“the current course”) will expire later than the period which he would have required for the completion of the previous course,

then the board shall not make payments otherwise due under regulation 12 in respect of the current course in respect of the period mentioned in paragraph (8).

(8) The period referred to in paragraph (7) is the period which begins on the first day on which the student attends the new course and which ends after the number of weeks mentioned in paragraph (9).

(9) The number of weeks referred to in paragraph (8) is the difference between the number of weeks which the student in question will ordinarily require for the completion of the current course and the number of weeks which he would have required to complete the previous course.

(10) Where an award has been transferred under paragraph 1(1)(c) or (d) of Schedule 3 so as to be held in respect of a student’s attendance at a course for the degree of Bachelor of Education (“the current course”) if the period which the student in question would ordinarily require for the completion of the current course, when aggregated with the period for which the student has already pursued a course in respect of which the award was held (“the overall period of study”), exceeds—

(a) five years where the current course is for the honours degree of Bachelor of Education; or

(b) four years where the current course is for that degree not being an honours degree,

(“the prescribed period of study”) then the board shall not make payments otherwise due under regulation 12 in respect of the current course in respect of the period mentioned in paragraph (11).

(11) The period referred to in paragraph (10) is the period beginning on the first day on which the student attends the current course and continues for the number of weeks mentioned in paragraph (12).

(12) The number of weeks referred to in paragraph (11) is the number of weeks by which the overall period of study exceeds the prescribed period of study.

(13) In determining the period ordinarily required to complete a course for the purposes of paragraph (7), (9) or (10) there shall be included vacations, and any period until the end of the final year of the course, but there shall be ignored—

(a) in each case, periods of experience which are part of a sandwich course; and

(b) in the case of the previous course any period during which the student would now be required by the academic authority to repeat part of the course, if the board would not make any payments for maintenance in respect of that period under paragraph (1).

(14) For the purposes of paragraphs (7) and (10) a payment is due in respect of the period mentioned in paragraphs (8) and (11) respectively if it is—

(a) any instalment or other payment on account of fees becoming payable under regulation 12 during that period; or

(b) a sum or grant payable, or the proportion of a sum or grant payable, in respect of maintenance under regulation 12 which relates to that period.

Withholding and reduction of payments

20

(1) Without prejudice to paragraphs 2(1)(c) and 4(2) of Schedule 3 in the case of any student who is for the time being in default of any requirement to provide such information as is described in regulation 14, the board may withhold, in part, any payment due to him in respect of maintenance and calculated or determined in accordance with regulation 13, 15 or 16.

(2) No payment shall be made in respect of fees if—

(a) before the date on which the fees become payable the student ceases to attend the course; and

(b) the academic authority has determined or agreed that he will not commence attending again during the year in respect of which the fees are payable, or at all.

(3) In respect of any period—

(a) after the termination of an award;

(b) during which a student is excluded by the academic authority from attendance at the course; or

any payment in respect of maintenance otherwise due in pursuance of the award shall be reduced by the sum mentioned in paragraph (4).

(4) In respect of any other period being—

(a) a period during which a student is absent from his course (other than a period of not more than 60 days due to illness); or

(b) where an award held in respect of one course is transferred in pursuance of paragraph 1(1) of Schedule 3 so as to be held in respect of another course, a period during which the student is not required to attend either course (other than the period of a single vacation); or

the board may reduce any payment in respect of maintenance otherwise due in pursuance of the award by such amount, not exceeding the sum mentioned in paragraph (4), as having regard to all relevant circumstances it considers appropriate.

(5) The sum referred to in paragraphs (3) and (4) is the aggregate of—

(a) the maintenance grant payable for the year under regulation 12(1) or (2) multiplied by the number of days for which the period in question lasted divided by the number of days in respect of which the grant is payable for the year; and

(b) such portion of the maintenance grant payable under regulation 12(3) as the board considers appropriate.

(6) In determining the number of days for which the period in question lasted under paragraph (5) the board shall disregard the first 60 days of any period of absence due to illness.

Saving provision

21

In relation to a person who commenced attendance at an institution of higher education in the Republic of Ireland providing a full time course comparable to one listed in paragraphs 1, 2, 3 or 4 of Schedule 2 before 10th July 1996 or could have commenced such attendance before that date but for choosing to defer such attendance, the following provisions of the Students Awards Regulations (Northern Ireland) 1996[^f00018] shall continue to apply as if those Regulations had not been revoked—

(a) the definition of “institution” in regulation 3(1);

(b) sub-paragraph (i) of paragraph (a) in Schedule 6.

SCHEDULE 1 — Persons

Part I — Specified Persons and Excluded Persons

1

A person—

(a) who attends a specified course during an academic year beginning after 31st August 1998; and

(b) who has been—

(i) resident in the area of a board and ordinarily resident in the British Islands throughout the three years immediately preceding the first year of the specified course; or

(ii) in the case of a person entitled to the payment of an award by virtue of regulation 8(4)(e), ordinarily resident in England, Wales or Scotland throughout the three years immediately preceding the first year of a specified course;

(iii) in the case of a person entitled to the payment of an award by virtue of regulation 7(5) throughout the three years immediately preceding the first year of the specified course ordinarily resident in the European Economic Area throughout the three years immediately preceding the first year of the specified course; and

(c) to whom an award has not been made under these Regulations or previous awards regulations by the board in respect of the specified course; and

(d) who, if he has previously attended a course of higher education, has attended such a course which was provided by a college listed in Part I of Schedule 4.

Part II — Excluded Persons

2

A person who—

(a) is not settled in the United Kingdom within the meaning of the Immigration Act 1971[^f00019] at the beginning of the first year of the course in question, unless he is such a person as is mentioned in regulation 7(5);

(b) has, in the opinion of the board, by his conduct shown himself unfitted to hold an award;

(d) has previously attended one or more courses of higher education, the aggregate duration of which exceeds two academic years (a part-time course being treated as its full-time equivalent).

3

The board shall not be under a duty to make an award to any person in respect of his attendance at any course for the Diploma of Higher Education or course for the Higher Diploma if he has previously attended any other course defined in regulation 3(1).

SCHEDULE 2 — Specified Courses

1

A first degree course

2

A course for the postgraduate certificate in education

3

A course for the DipHE

4

A course for the HND

5

A course comparable to a first degree course

6

An international course

SCHEDULE 3 — Terms and Conditions

Transfer of awards

1

(1) An award shall be transferred by the board at the request of the student so as to be held in respect of attendance at a course other than that in respect of which it is held where—

(a) subject to sub-paragraph (2), on the recommendation of the academic authority, the student commences to attend another course at the institution;

(b) subject to sub-paragraph (2), with the written consent of the academic authorities of both institutions concerned, given on educational grounds the student commences to attend a course at another institution;

(c) after commencing a course for the Certificate in Education, the student is, on or before the completion of that course, admitted to a course for the degree of Bachelor of Education;

(d) after commencing a course for the degree (other than an honours degree) of Bachelor of Education, the student is, on or before the completion of that course, admitted to a course for the honours degree of Bachelor of Education; or

(e) after commencing a course for a first degree (other than an honours degree) the student is, before the completion of that course, admitted to a course for an honours degree in the same subject or subjects at the institution.

(2) A board may refuse to transfer an award in pursuance of sub-paragraph 1(a) or (b) if, after consulting the academic authority concerned, it is satisfied that when the student requested such transfer he did not intend to complete the course to which his request related.

(3) For the purposes of the duty of a board to transfer an award in pursuance of sub-paragraph (1)(c) or (d) it shall be immaterial whether or not the two courses are provided by the same institution.

Conditions relating to applications

2

(1) Subject to sub-paragraph (2) and (3) an award shall be subject to the conditions that—

(a) an application in respect thereof shall be made in writing and shall reach the board not later than four months after the date of the beginning of the year of the course; and

(b) the applicant furnishes the board with a written undertaking that, where provisional or other payments made in pursuance of the award in respect of a year exceed (for whatever reason) the amount of the award payable in respect of that year, he will, if called upon so to do, repay the excess amount; and

(c) the applicant if so required by the board will provide it from time to time with such information as it may consider necessary for the exercise of its functions under Part II of these Regulations.

(2) An application shall be treated as having reached the board as required by sub-paragraph (1)(a) where—

(a) to the knowledge of the board the application has so reached another board;

(b) not later than four months after the date of the beginning of the course that course has not become a specified course and the application reaches the board not later than four months after the date on which that course becomes a specified course;

(c) in the case of a person who becomes a European student as the result of the accession of the State of which he is a national to the European Community the application reaches the board not later than four months after the date of the accession;

(d) in the case of a refugee, or the spouse or child of a refugee, the application reaches the board not later than four months after the date on which the refugee was recognised as a refugee; or

(e) having regard to the circumstances of the particular case, the board considers it should be so treated.

(3) Where the applicant is a minor, any reference in sub-paragraph (1)(b) to the applicant shall be construed as including his parent.

Termination and extension of awards

3

(1) Subject to sub-paragraph (2) to (4), an award shall terminate on the expiry of the period ordinarily required to complete the course in respect of which it is made or to which it is transferred in pursuance of paragraph 1(1).

(2) If the academic authority refuses to allow the student to complete his course, the board shall terminate the award forthwith.

(3) If the student does not complete his course within the period ordinarily required, the board—

(a) may extend the award until he has completed the course; and

(b) shall extend the award for a period equivalent to any period in respect of which it has made any payment under regulation 19(1).

(4) The board may extend an award to enable a student to follow an associated course of study during or at the end of the course in respect of which he holds an award.

(5) The board may, after consultation with the academic authority, terminate an award if it is satisfied that the student has either—

(a) abandoned the course in respect of which he holds the award and the award does not fall to be transferred in pursuance of paragraph 1(1); or

(b) shown himself by his conduct to be unfitted to hold an award.

Supplementary provisions

4

(1) If, after consultation with the academic authority concerned, a board is of the opinion that the attendance, conduct or progress of a student in relation to a course is not satisfactory, it may suspend or terminate an award held by him in respect of that course, or withhold or reduce any payment normally due in respect of that award.

(2) If, in the case of a student who is required to provide information in accordance with paragraph 2(1)(c), the board is satisfied that he has wilfully failed to comply with any such requirement or has provided information which he knows to be false in a material particular, or has recklessly provided information which is false in a material particular, the board may terminate the award or withhold anyspayments due under the award as it sees fit.

SCHEDULE 4

Part I — Colleges providing long-term residential courses of full-time education for adults

Coleg Harlech, Harlech

Co-operative College, Loughborough

Fircroft College, Birmingham

Hillcroft College, Surbiton

Institute of Continuing Education of the University of Ulster, Magee University College, Londonderry

Newcastle Abbey, Dalkeith

Northern College, Barnsley

Plater College, Oxford

Ruskin College, Oxford

Part II — Relevant institutions of higher education in the Republic of Ireland

All Hallows College, Drumcondra

Church of Ireland College of Education, Dublin

Colaiste Mhuire, Marino, Dublin

Dublin Institute of Technology

Dun Laoghaire College of Art and Design

Froebel College of Education, Sion Hill, Co. Dublin

Institute of Technology, Athlone

Institute of Technology, Carlow

Institute of Technology, Cork

Institute of Technology, Dundalk

Institute of Technology, Galway/Mayo

Institute of Technology, Letterkenny

Institute of Technology, Limerick

Institute of Technology, Sligo

Institute of Technology, Tallaght

Institute of Technology, Tralee

Mary Immaculate College of Education, Limerick

Mater Dei Institute of Education, Dublin

Milltown Institute of Theology and Philosophy, Dublin

Montessori College, (A.M.I.), Mount St. Mary's, Dublin

National College of Art and Design, Dublin

National College of Industrial Relations, Dublin

Pontifical College, Maynooth

Royal College of Surgeons in Ireland

St Angela’s College, Lough Gill, Sligo

St Catherine’s College, Sion Hill, Co. Dublin

St Patrick’s College, Carlow

St Patrick’s College of Education, Drumcondra, Dublin

St Patrick’s College, Maynooth

Waterford Institute of Technology

SCHEDULE 5

Fees

The fees referred to in regulation 12 are—

(a) the aggregate of any fees for admission, registration or matriculation (including matriculation exemption) any sessional or tuition fees, any composition fee, any graduation fee and, in the case of a course referred to in sub-paragraph (iv), any fee in respect of the validation of the course (in each case excluding any element thereof representing or attributable to any such fee as is mentioned in sub-paragraphs (b) or (c), or to maintenance) subject to the following maxima:

(i) in the case of a course undertaken at the Pontifical College, Maynooth or at the Royal College of Surgeons in Ireland or in the case of a course not covered by any other sub-paragraph, £1,000;

(ii) for courses undertaken at a university or relevant institution of higher education in the Republic of Ireland other than in pursuance of a transitional award in the case of a course undertaken at the Pontifical College, Maynooth or at the Royal College of Surgeons in Ireland:

(a) £1,855 in the case of a course which is not covered by any other sub-paragraph;

(b) £2,770 in the case of a course with a substantial laboratory or workshop component, or a course leading to the Postgraduate Certificate in Education, or the pre-clinical elements of courses in medicine, dentistry and veterinary science;

(iii) in pursuance of a transitional award, in the case of a course undertaken at the Pontifical College, Maynooth, or at the Royal College of Surgeons in Ireland—

(a) £855 in the case of a course which is not covered by any other sub-paragraph;

(b) £1,770 in the case of a course with a substantial laboratory or workshop component, or the pre-clinical elements of courses in medicine, dentistry and veterinary science;

(iv) subject to sub-paragraph (v), in respect of courses at institutions which are neither maintained nor assisted by grants paid out of public funds, £935;

(v) in the case of a course at the University of Buckingham, four instalments of £585; in the case of a course at the Guildhall School of Music, three instalments of £1,200, in the case of a course at Heythrop College, three instalments of £590 and in the case of the Royal Agricultural College, three instalments of £545;

(vi) in the case of a course of initial teacher training involving periods of full-time study in aggregate less than 10 weeks' in the relevant year, £500;

(vii) in respect of any academic year of a sandwich course during which one or more periods of experience is undertaken but any periods of full-time study are in aggregate less than 10 weeks, £500;

(viii) in respect of any academic year of an international course where periods of full-time study at the institution in the United Kingdom are in aggregate less than 10 weeks, £500;

(ix) in respect of the final year of a course referred to in sub-paragraph (i) which is ordinarily required to be completed after less than 15 weeks' attendance, £500;

(x) in respect of the final year of a course referred to in sub-paragraph (v) which is ordinarily required to be completed before the first, the second or in the case of a course at the University of Buckingham, the third of the dates 1st January, 1st April, 1st July and 1st September which follow the beginning of that year, the first, the first two, or the first three of the instalments which would be payable respectively if this paragraph did not apply;

(xi) in respect of not more than one academic year of a course referred to in sub-paragraph (vii) or (viii) where the periods of full-time study at the institution are greater than 10 weeks, but in respect of that year and any previous such years the aggregate of any one or two periods of attendance which are not periods of full-time study at the institution (disregarding intervening vacations) exceeds 30 weeks, or where the institution is the University of Oxford or Cambridge, 25 weeks, £500;

(xii) in the case of a full-time course at the Union Theological College, Belfast, the Edgehill College, Belfast, the Irish Baptist College, Belfast, or the Belfast Bible College, Belfast, the degrees of Bachelor of Divinity, Bachelor of Theology or the Diploma in Theology of Queen’s University, Belfast, a first and second instalment of £618 and a third instalment of £619;

(b) three instalments of college fees or dues at the universities of Cambridge, Durham, Kent, Lancaster, Oxford and York (excluding any element thereof representing or attributable to any such fee as is mentioned in sub-paragraph (c) or to maintenance), or, if the final year of the course is ordinarily required to be completed before the first or second of the dates 1st January, 1st April, 1st July or 1st September which follow the beginning of that year, one or two instalments of those fees or dues respectively;

(c) any fees charged by an external body in respect of examinations or the validation of the course or otherwise charged by such a body whose requirements must (for the purposes of the course) be satisfied, or any fees attributable to fees so charged, but in the case of fees in respect of the validation of the course, only where the fees are charged by a body which does not have the power to award a degree or by the University of Buckingham.

SCHEDULE 6 — Maintenance Requirements

Part I — Ordinary maintenance

1

(1) The requirements of the student referred to in regulation 13(1)(a) shall include his requirement for ordinary maintenance during—

(a) any period while he is attending the course; and

(b) the Christmas and Easter vacations;

and the amount of such requirement (“ordinary maintenance requirement”) shall be determined in accordance with this Part.

(2) Where a students ordinary maintenance requirements are different in respect of different parts of a year, his ordinary maintenance requirement for that year shall be the aggregate of the proportionate parts of those differing requirements.

2

(1) This paragraph shall apply in the case of—

(a) any student who does not reside at his parents' home; and

(b) any student residing at his parents' home whose parents by reason of age, incapacity or otherwise cannot reasonably be expected to support him and in respect of whom the board is satisfied that in all the circumstances the ordinary maintenance requirements specified herein would be appropriate.

(2) In the case of such a student to whom an old award has been made the ordinary maintenance requirements shall be £1,810 except that—

(a) where he is attending a course at the University of London or at an institution within the area comprising of the City of London and the metropolitan police district, it shall be £2,225; and

(b) where he is attending, for at least eight weeks and as a necessary part of his course, an overseas institution, it shall (notwithstanding anything in paragraph (a)) be—

£3,410 if that country is a highest-cost country;

£2,865 if that country is a higher-cost country;

£2,325 if that country is a high-cost country;

£1,810 in any other case.

(3) In the case of such a student to whom a transitional award has been made the ordinary maintenance requirement shall be £810 except that—

(a) where he is attending a course at the University of London or at an institution within the area comprising of the City of London and the metropolitan police district, it shall be £1,225; and

(b) where he is attending, for at least eight weeks and as a necessary part of his course, an overseas institution, it shall (notwithstanding anything in paragraph (a)) be—

£2,410 if that country is a highest-cost country;

£1,865 if that country is a higher-cost country;

£1,325 if that country is a high-cost country;

£810 in any other case.

3

In the case of any other student to whom an old award has been made the ordinary maintenance requirement shall be £1,480, and in the case of any other student to whom a transitional award has been made the ordinary maintenance requirement shall be £480.

Part II — Supplementary maintenance, etc

4

The requirements referred to in regulation 13(1)(a) shall include the student’s requirements—

(a) for supplementary maintenance in the cases and for the periods mentioned in paragraphs 5 and 6; and

(b) in respect of such expenditure as is mentioned in paragraphs 7 to 9;

and the amount of any such requirement (“supplementary requirements”) shall be determined in accordance with this Part.

5

(1) This paragraph shall apply in the case of a student who having, in any academic year, attended his course—

(a) in the case of a course provided at the University of Oxford or the University of Cambridge, for a period of 25 weeks 3 days; or

(b) in the case of any other course, for a period of 30 weeks 3 days,

in that year attends a course so provided for a further period (“the excess period”).

(2) In respect of each week and any part of a week comprised in the excess period the supplementary requirement shall be—

(a) in the case of a student residing at his parents' home, £43.15;

(b) in the case of any other student, £61.60 except that—

(i) where he is attending a course at the University of London or at an institution within the area comprising of the City of London and the metropolitan police district, it shall be £82.20;

(ii) where he is attending, for at least eight weeks and as a necessary part of his course, an overseas institution, it shall (notwithstanding anything in sub-paragraph (i)) be—

£115.05 if that country is a highest-cost country;

£97.50 if that country is a higher-cost country;

£79.85 if that country is a high-cost country;

£62.15 in any other case.

6

(1) This paragraph shall apply in the case of a student who attends at his course for a period of not less than 45 weeks in any continuous period of 52 weeks.

(2) In respect of each aggregate period of a complete week for which he does not attend at his course in the period of 52 weeks in question, the student’s supplementary requirement shall be determined in accordance with paragraph 5(2).

7

(1) This paragraph shall apply in the case of a student who is obliged to incur expenditure—

(a) within the United Kingdom for the purpose of attending the institution;

(b) within or outside the United Kingdom for the purpose of attending, as part of his course, any period of study at an overseas institution.

(2) The reference in sub-paragraph (1)(a) to the student attending the institution shall be construed—

(a) in the case of any institution which is a constituent college, hall or school (including medical school) of a university or is a university with such constituent institutions, as including a reference to his attending, in connection with his course, any constituent institution of the university; and

(b) in the case of a student attending a course in medicine, dentistry or nursing, a necessary part of which is a period of study by way of clinical training, as including a reference to his attending, in connection with his course but otherwise than for the purposes of residential study away from the institution, any hospital or other premises not comprised therein at which facilities for clinical training are provided.

(3) For the purposes of sub-paragraph (5)—

(a) a student’s total travel expenditure is the aggregate amount of expenditure he is obliged to incur for any purpose specified in sub-paragraph (1);

(b) a student’s special expenditure is the aggregate amount of expenditure he is obliged to incur for the purposes specified in sub-paragraph (1)(b) and for the purpose of such attendance as is referred to in sub-paragraph (2)(b),

in each case not including any expenditure in respect of which an amount is payable under regulation 12(3)(c):

Provided that, where a period of study outside the United Kingdom (whether or not at an overseas institution) is not a necessary part of the student’s course, so much of his expenditure for the purpose of attending that period of study as—

(i) was incurred outside the United Kingdom; or

(ii) was incurred within the United Kingdom but is in respect of a journey between a port or airport within and a place outside the United Kingdom, or is in respect of a benefit to be enjoyed outside the United Kingdom,

shall not be treated as part of the student’s total travel expenditure or special expenditure.

(4) For the same purposes as aforesaid, the following amounts shall be disregarded in respect of travel costs—

(a) the first £166 of any requirement under paragraph 2;

(b) the first £256 of any requirement under paragraph 3;

(d) the first £5.45 of any requirement under paragraph 5(2)(b):

Provided that—

(i) where regulation 16(2) applies, the amount to be disregarded shall be £118; and

(ii) where a student’s requirements under paragraph 2 or 3 relates to only part of the year, the amount to be disregarded shall be an equivalent part of £166 or £256 as the case may be .

(5) The student’s supplementary requirement in respect of such expenditure as is referred to in sub-paragraph (1) shall comprise either—

(a) his special expenditure; or

(b) the amount by which his total travel expenditure exceeds the amounts specified in sub-paragraph (4),

whichever is the less.

(6) For the purposes of this paragraph a reference to expenditure incurred for the purpose of attending an institution, establishment or period of study includes expenditure incurred both before and after so attending.

8

(1) This paragraph shall apply in the case of a student whose home is for the time being outside the United Kingdom and who incurs expenditure travelling between his home and the institution at the beginning and end of each period of attendance.

(2) In determining the supplementary requirement of such a student under paragraph 7, the board shall treat such amount of the said expenditure as it considers appropriate (having regard to the extent of that requirement apart from this paragraph), not exceeding the amount the student was obliged to incur, as if it were part of the student’s total travel expenditure.

9

(1) This paragraph shall apply in the case of a student who reasonably incurs any expenditure in insuring against liability for the cost of medical treatment provided outside the United Kingdom for any illness or bodily injury contracted or suffered during a period of study outside the United Kingdom.

(2) The student’s supplementary requirement in respect of such expenditure shall be the amount reasonably incurred.

Part III — Maintenance of dependants

10

(1) The requirements referred to in regulation 13(1)(a) shall include the student’s requirements for the maintenance of dependants during the year and the amount of any such requirement (“dependants' requirement”) shall be determined in accordance with this Part.

(2) Where a student’s requirements for the maintenance of dependants are different in respect of different parts of a year, his dependants' requirement for that year shall be the aggregate of the proportionate parts of those differing requirements.

11

(1) In this Part—

“adult dependant” means, in relation to a student, an adult person dependant on the student not being his child, his spouse or a person living with him as his spouse or his former spouse, subject however to sub-paragraphs (2) and (3);

“child”, in relation to a student, includes a person adopted in pursuance of adoption proceedings, a step-child and any child for whom the student has parental responsibility and who is dependant on him;

“dependant” means, in relation to a student, his dependant child, his spouse or an adult dependant, subject however to sub-paragraphs (2) and (3);

“income” means income for the year from all sources (reduced by income tax and social security contributions) but disregarding any pension, allowance or other benefit paid by reason of a disability to which the person is subject, paid by any state authority or agency, national, regional or local, by an employer or any former employer, or by any other person, which is not subject to income tax under the Income Tax Acts or, where the income is subject to the tax legislation of another member State, which would not be subject to tax under that legislation if it made provision equivalent to those Acts, and disregarding any benefit or allowance paid to a person for the benefit of a child of his or of whom he has custody or care or for whom he provides accommodation, by any state authority or agency, national, regional or local, and in the case of the student’s spouse— where the spouse holds an award in respect of a course of teacher training specified in paragraph (c) in the definition of “course of initial teacher training” in regulation 3(1), being a part-time course or a course which is partly full-time and partly part-time, the payments in respect of maintenance made to the spouse in pursuance of regulation 12(1)(b) or (2)(c) or so much of those payments as relates to the part-time part of the course; where the spouse or the student makes any payment which was previously made by the student in pursuance of an obligation incurred before the first year of his course— if, in the opinion of the board, the obligation had been reasonably so incurred, an amount equal to the payment in question; if, in its opinion, only a lesser obligation could have been reasonably so incurred, such correspondingly lesser amount (if any) as appears to it appropriate; any payments made to the spouse in pursuance of an order of a competent court for the benefit of a child who is not his child of whom he has custody or care or for whom he provides accommodation;

“relevant award” means a statutory award in respect of a person’s attendance at— a full-time course of higher education or a comparable course outside Northern Ireland; a course of teacher training specified in paragraph (b) in the definition of “course of initial teacher training” in regulation 3(1); the full-time part of a course of teacher training specified in paragraph (c) in the definition of “course of initial teacher training” in regulation 3(1), which is partly full-time and partly part-time;

“spouse”, except in the definition of adult dependant, shall not include a student’s spouse if they have ceased ordinarily to live together whether or not an order for their separation has been made by any court.

(2) A person, including the student’s spouse, shall not be treated as a dependant of the student during any period for which that person—

(a) holds a relevant award; or

(b) (save for the purposes of paragraph 14) is ordinarily living outside the United Kingdom.

(3) A person shall not be treated as a student’s adult dependant or as his dependant child—

(a) in the case of a person other than a child of the student, if his income exceeds by £885 or more the sum specified in paragraph 12(4)(a);

(b) in the case of a child of a student who either has a spouse who is, or but for sub-paragraph (2) would be, his dependant, or has an adult dependant; if the child’s income so exceeds more the some specified in paragraph 12(4)(b) as applicable to his age;

(i) the child is the only or eldest child dependant on the student whose income does not so exceed the sum specified in paragraph 12(4)(a); or

(ii) the child’s income does not so exceed the sum specified in paragraph 12(4)(b) as applicable to his age.

12

(1) This paragraph shall apply in the case of all students with dependants.

(2) Subject to paragraphs 13 and 14, the dependants requirement of the student shall be—

(a) if the student’s spouse holds a statutory award and in calculating payments under it account is taken of the spouses dependants requirement, one half of the amount determined in accordance with sub-paragraphs (3) and (4);

(b) in any other case, the whole of the amount so determined.

(3) The amount referred to in sub-paragraph (2) shall be the amount which is

$$X-(Y-Z)$ where— a X is the aggregate of the relevant sums specified in sub-paragraph (4); b Y is the aggregate of the income of the student’s dependants; c Z is so much of the sum ascertained by multiplying £885 by the number of his dependants as does not exceed Y.$

(4) The relevant sums referred to in sub-paragraph (3) are—

(a) except where the student has a spouse who is the holder of a relevant award, £2,025; and

(b) in respect of each dependant child—

(i) under the age of 11 years immediately before the beginning of the academic year, or born during that year, £425;

(ii) then aged 11 years or over, but under 16, £850;

(iii) then aged 16 years or over, but under 18, £1,120;

(iv) then aged 18 years or over, £1,620,

except that the only or eldest dependant child shall be disregarded for the purposes hereof if the student has neither an adult dependant nor a spouse who is, or but for paragraph 11(2) would be, a dependant.

13

(1) This paragraph shall apply in the case of a student with dependants who maintains a home for himself and a dependant at a place other than that at which he resides while attending the course.

(2) The student’s dependants requirement (determined in accordance with paragraph 12(2)(a) or (b)) shall be increased by £700.

14

(1) This paragraph shall apply in the case of a student who maintains a dependant outside the United Kingdom.

(2) Notwithstanding anything in the foregoing paragraphs of this Part, the student’s dependants requirement shall be such amount, if any, as the board considers reasonable in all the circumstances, not exceeding the amount determined in accordance with those paragraphs.

Part IV — Older Students

15

This Part shall apply in the case of a student who attained the age of 26 years before the first year of the course in respect of which his award was originally made and who—

(a) started the course before 1st September 1996 and in the three years immediately preceding the first year of the course earned or received by the way of such unemployment benefit, or income support as is chargeable to income tax under section 617 or 151 respectively of the Income and Corporation Taxes Act 1988[^f00020] sums totalling at least £12,000; or

(b) started the course before 1st September 1996, held an award in respect of his attendance at a previous course and had earned or received such sums as are mentioned at sub-paragraph (a) in the three years immediately preceding the first year of that previous course; or

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