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 Student - Career 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
investmentsupport@callaghaninnovation.govt.nz, 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/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
Career grants help recent Masters and PhD graduates get their first job in an R&D business. The grant
covers the first six months’ salary, however in many cases the student will be employed for a longer
period.
Businesses must have selected a recent Masters or PhD graduate before applying for a Career grant.
Your Callaghan Innovation contact person (Business Innovation Advisor, Customer Manager or Regional
Business Partner) can help you find a student.
Investment area:
Contracting organisation:
R&D Student-Career
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 funding requested:
The grant is up to $30,000 (GST exclusive) based on an annual
salary of $60,000.
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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/ClassificationCodeFinder
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1.2 Key Contacts
Please identify four roles in your business that are relevant to this Career grant:
-
Contact person
Project Manager (typically the student’s manager, may also be the contact person)
Students mentor
Masters/PhD student (please add the Tertiary Institution/University as the organisation (this is for
reporting purposes).
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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) Provide a snap shot of your business and its operations – even if you are already
known to us.
Outline current product, services and the markets you target.
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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:
Maximum of 200 words, bullet points preferred.
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2.2 R&D Programme, Expertise and Successes
a) Please provide an overview of your business’ R&D programme by summarising the
R&D expertise you have in your business and outlining their recent R&D successes.
Your response will be used to assess whether your business has an active R&D programme. This is an
eligibility requirement.
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2.3 Financial Information Table
Please enter the last three years of financial information for the applicant entity in
$NZD (excl. GST).
If you already have a grant with Callaghan Innovation the table will automatically fill with the most
recent data we hold. Please ensure you update the figures with current financial data, because this
may influence your eligibility.
We will use this information to assess your business financial health and assess your eligibility for
Career grant based on 'R&D spend' and 'R&D staff employed'. Please make sure that you have
supplied correct, up to date information. For the latest information on eligibility criteria, please see our
website www.callaghaninnovation.govt.nz.
Do not include any other student(s) funded by Callaghan Innovation when entering staff full time
equivalent (FTE).
'R&D spend' is the direct cost of R&D activities in your business, including staff salaries and external
contractors.
'R&D staff employed' is the total FTEs (full time equivalents) employed to undertake R&D.
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:
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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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S ECT IO N 3: ST U D EN T S EM PLO Y M ENT I N Y O UR B U SI NE S S
3.1 Student’s employment in your business
a) Employment contract: Will the student be offered permanent or a fixed term
contract?
Please enter the contract type below and if the contract is fixed term, please specify the term.
Note: Fixed term contracts must be at least 6 months.
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b) Students work plan: Outline the student’s work plan in your business, describing
specific projects and deliverables. Identify the R&D challenges and relevance to their
Masters/PhD degree qualification.
Your response should answer the key question; “How will the internship expose the student to
technical work that is relevant to their degree?” This should be in the form of a defined R&D
programme.
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c) Benefits to your business: How will your business benefit from employing the
student under this Career grant? Identify the benefits in terms of the new
scientific/technical capabilities the student brings to your business, e.g. new
knowledge, expertise etc.
Your response should answer the key questions; "How will the involvement of the student within the
business support the business' internal capability development?"
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d) R&D project costs met by your business: Estimate your business’ financial
contribution to the student’s R&D project; e.g. staff time, materials, consumables, etc.
You should exclude any support that is already covered by a government grant.
Note: Costs relating to professional development and mentoring is covered in a separate question,
see 5.1 Professional Development.
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S ECT IO N 4: P O ST - G R AD U AT E ST UD ENT
4.1 Post-graduate Student
Student eligibility
To be eligible a student must:
 Have undertaken their Masters/PhD studies in science, engineering, technology, design or
business at a NZ tertiary institution
 Have submitted their Masters/PhD thesis for marking, or has graduated within the past 12
months.
 Be applying for their first professional job following completion of their Masters/PhD. They have
not been employed in their professional capacity, but may have had part-time employment e.g.
at a university or in a business (e.g. food service, temping etc.)
 Not have previously been employed by the business (exception is short-time employment e.g.
over a summer break).
 Not have undertaken their Masters/PhD degree in association with the business; e.g. under
Fellowship funding
 Have relevant immigration status if not a New Zealand citizen or resident
a) Post-graduate student eligibility
Please confirm that the student is eligible by ticking the boxes below that are true:
 The student has undertaken their Masters/PhD studies in science, engineering, technology,
design or business at a NZ tertiary institution
 The student has submitted their Masters/PhD thesis for marking, or has graduated within the
past 12 months
 The student is applying for their first professional job following completion of their Masters/PhD.
They have not been employed in their professional capacity, but may have had part-time
employment e.g. at a university or in a business (e.g. food service, temping etc.)
 The student has not previously been employed by the business (exception is short-time
employment e.g. over a summer break)
 The student did not undertake their Masters/PhD degree in association with the business; e.g.
under Fellowship funding
 The student is allowed to be employed in NZ by right of citizenship, residency or an appropriate
visa; or has submitted an application for work visa to Immigration NZ
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a) Students post-graduate degree
Select the student’s postgraduate qualification from the drop-down menu. Career grants are restricted
to Masters and PhD degrees (NZQA level 9 & 10)
- PhD
- Research Masters
- Taught Masters
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b) Area of study
Select the student’s area of study from the drop-down menu.
Career grants are restricted to degrees in the following areas of study; science, engineering,
technology, design and business.
Note: the requirement that students undertake a R&D project in the business may rule out some
business students. In these cases we suggest you consult Callaghan Innovation for advice.
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c) Masters/PhD area of specialisation
Please enter the student’s specialisation into the text box below, plus the title of the students thesis if
applicable.
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d) Immigration status
Please confirm the student is a NZ citizen, NZ resident or has a relevant work visa.
If the student has applied for a visa, or a change to their visa, please outline the status of their
application; e.g. work visa applied for and a decision is expected within 3 weeks.
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4.2 Post-graduate Student Documents (upload)
Please upload the following information;
1.
2.
3.
4.
5.
Student's CV
Student's academic record
Evidence of student's immigration status (foreign students) - photocopy of the students passport
with visa(s).
Confirmation by the University of acceptance into a postgraduate course
Other supporting information (optional)
S ECT IO N 5: P RO F E S SI O N AL D E V ELO P M E NT
5.1 Professional Development Plan
Career grants are a bridge to employment for Masters and PhD students. These grants are designed
to introduce recent graduates to employment and to give them the requisite skills they need. It is
important that the student gains a practical understanding of how a business operates and how they
can contribute to its success. These skills will help the student function in an R&D business. A
professional development plan that covers skill development is required.
Professional development is enhanced when a student has a mentor. A good mentor can guide the
student, helping them get the most out of their time in the business. Also the mentor can provide
advice on career opportunities and development in the sector.
Applicants must submit a professional development plan and appoint a mentor for the student.
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a) Professional development plan
Your response should answer the key question; "Does the business have a credible plan for the
professional development of the student, and what resources has the business committed towards
this?"
Prepare and upload a Professional development plan using the template provided (available within
IMS).
b) Student mentor:
Identify the person that will mentor the student.
The student's mentor should be an experienced and knowledgeable employee (not their
manager/supervisor) that can guide the student during their time in your business. We expect that the
mentor will meet with the student each week.
You have named the mentor in section 1.2 Key People. In this section please provide their job title,
and briefly summarise their experience in the sector.
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c) Professional development costs
Estimate the cost to your business for the professional development and mentoring of the student; e.g.
staff time, travel, etc.
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S ECT IO N 6: FI N AN C I AL INF O RM AT IO N
6.1 Financial information
Businesses must demonstrate that they are financially sound. Please supply sufficient
information to prove that your business will be a going concern over the next 12
months.
The minimum information we require is detailed below. You may elect to provide
additional information to demonstrate your business' financial health.

Profitable businesses The financial information provided in section 2.3 is normally sufficient. Be
sure to comment on any anomalies that have impacted on revenue and/or NPAT. You may
choose to provide your last year's Profit and Loss and Balance Sheet.

Loss making Provide the last two years accounts (Profit and Loss and Balance Sheet) plus a
cash flow statement for the next 12 months.

Start-up business Provide a cash flow statement for the next 12 months and bank statements
for the last 3 months.
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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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