This document is not an application form; it is a
replica of the application in the Investment
Management System (IMS) Portal and is intended
for use in preparation of your Callaghan Innovation
R&D Grant application. Before completing all
sections please take time to read the funding
agreement which is available from your account
manager.
When you are ready to apply, cut and paste the
information into IMS under the relevant sections –
please do not submit or upload this form. Before
you submit your proposal check you have
completed all sections that appear in the side bar
in IMS. If you have any questions please ask for
assistance.
G E N ER AL IN FO RM AT IO N
Print and submit
First talk to us
Callaghan Innovation strongly advises Applicants to discuss their proposed R&D Getting Started Grant
BEFORE preparing an Application to ensure that they are eligible for funding. Contact your Callaghan
Innovation Account Manager or phone Callaghan Innovation on 0800 4 CALLAGHAN.
The Ministerial Direction sets out the rules for Business R&D Grants. Refer to the Ministerial Direction 7
December 2015. https://www.callaghaninnovation.govt.nz/grants/faqs
Funding Contract
Your Application will form part of your Funding Agreement with Callaghan Innovation. We advise that
you read the Funding Agreement before you submit your Application.
https://www.callaghaninnovation.govt.nz/grants/faqs
Need help?
For information about your Application please discuss with your Account Manager. For technical
support relating to the portal phone 0800 477 8326 or email
[email protected], between Monday and Friday from 8:30am to 4:30pm.
Next steps
For additional information and forms, please visit our website
https://www.callaghaninnovation.govt.nz/grants
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S ECT IO N 1: AP P L IC ANT INF O RM AT IO N
1.1 Application Summary
Investment area:
R&D Getting Started
Contracting organisation:
The contracting organisation is the Applicant Business
("Business"), who will be responsible for signing the Funding
Agreement, should this Application be successful.
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Postal and Courier address:
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New Zealand Business Number:
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Total External project costs:
Please enter your Total Project Cost (excl. GST)
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Project Title:
Please use a brief project title that is not commercially
sensitive. If your Application is approved, project title,
business name, funding type and value will become public
information.
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Proposed start and end dates:
Please enter the proposed start and end dates for the R&D
Project. These dates will be confirmed at time of contracting
should your Application be successful. (They may be different
from the dates recorded here). Costs will not be claimable
before or after the contract start and end dates.
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Statistics New Zealand Industry
Code (ANZSIC06V1.0):
Please provide the most appropriate Industry Code for your
business. Refer to
www.stats.govt.nz/tools_and_services/ClassificationCodeFin
der
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1.2 Key Contacts
Please list the key people who are assigned to this project. A key person is one who
may have a significant impact on the project if they were not available.
You must include the external parties you are seeking funding for.
NOTE: There must be at least one contact person and one Project Manager (These can be the same
person).
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1.3 Bank Account
Please enter your Bank Account details and provide evidence of the bank account
information you have entered.
e.g. scanned bank deposit slip or screenshot form online banking. Please ensure that the bank account
name and detail can be clearly seen on the documentation provided.
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1.4 Business Background
a) Business background: Provide a brief overview of your business including the
products/services you sell and markets you service.
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S ECT IO N 2: B US IN E S S E LIG IB ILIT Y
2.1 Business Eligibility
a) Please confirm that your business is an eligible business entity.
A Company registered under the Companies Act 1993
A Limited Partnership registered under the Limited Partnerships Act 2008
A Maori incorporation or a trust established under Te Ture Whenua Maori Act 1993
A trust established on behalf of Maori claimants to receive and manage assets as part of the settlement
of a claim under the Treaty of Waitangi.
A Maori statutory body.
A business that is controlled by one or more of these types of Maori entities.
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b) If your business is a Māori Trust or a Māori statutory body, please identify the Act
under which your business was established.
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c) Are you aware of any issues (past, current or potential) relating to your business, its
Owners or Directors (or equivalent), or your products or services that could bring New
Zealand's or Callaghan Innovation’s reputation into disrepute?
If yes, outline the issues:
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S ECT IO N 3: AP P L IC AT I O N D ET AI L S
3.1 Financial Information Table
Please enter the last two years of financial information for the Applicant entity in $NZD
(excl. GST).
Financial Year
Total revenue:
Net profit before
taxation (NPBT):
Exports
revenue:
R&D spend:
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
R&D
FTE:
FTE:
Comment on your business' revenue for the last two financial years.
Please note any significant issues or changes (both positive and negative) within your business that
have affected these figures.
Maximum of 50 words, bullet points preferred.
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3.2 R&D Project
R&D Getting Started grants cover work undertaken in New Zealand. The funding
cannot be used for any overseas activity.
a) R&D Project: What product, process or services are you developing? What work do
you want funding for?
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b) Expertise: What expertise is needed for your project? Why did you select your
specific experts?
Any work undertaken overseas is not an eligible project cost.
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c) Next steps: What happens after you complete this project? Identify the next steps
and the timing.
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3.3 Commercial Results
a) Commercial result: What is the commercial potential of your new product, process
or service? Estimate your future revenues.
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b) Customers: Who will buy you new product/service or what you produce from your
new/enhanced process? Are any customers signed up?
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c) Funding: Do you have the funds to cover your share of this project? How will you
fund the next steps you identified in the previous section?
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3.4 Upload Section
In this section, please upload the quotes you are seeking funding for and a profile of
the experts that will do the project work.
You can also upload any other relevant information you feel would support your application for
funding.
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S ECT IO N 4: F E ED B ACK S E CT IO N
4.1 Feedback Questions
Assistance with your R&D application: How did your Callaghan Innovation Investment
Manager or Regional Business Partner – help your company with Business R&D
funding?
Information on R&D grants schemes
Access to expertise at a R&D organisation
Advice on doing R&D projects
Advice on business case
Introductions to companies that can assist with the R&D project
And/or commercialisation
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R&D grants process: Did you get external assistance to complete your proposal?
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R&D grants process: How could Callaghan Innovation improve our processes?
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R&D grants process: Would you refer Callaghan Innovation to other businesses?
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DE CL AR AT I O N
The information below is a copy of the formal declaration that will appear when you
submit your application.
You agree that by submitting this application to Callaghan Innovation, you declare and acknowledge
the following:
 I am authorised to submit the application on behalf of the applicant;
 The applicant is a legal entity capable of entering into a contract with Callaghan Innovation;
 The information in the application is true and correct;
 Information received and generated by Callaghan Innovation in relation to this application may
be released by Callaghan Innovation in accordance with Callaghan Innovation’s external
reporting requirements or if required by law, including in accordance with the requirements of
the Official Information Act 1982 or the Privacy Act 1993.
 Consent to the disclosure of this application and all information relating to this application, to
New Zealand Trade and Enterprises and regional business partners of Callaghan Innovation,
for the purpose of improving the quality of shared customer engagement and service provision.
To submit your application, click the 'Submit to IMS' button in the 'Print and submit' section.
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