Research Programmes Call for Proposals 2024 investment round - Endeavour Fund

We are inviting proposals for the Endeavour – Research Programmes funding mechanism. The Fund’s objective is to support ambitious, excellent, and well-defined research ideas which have credible and high potential to positively transform New Zealand’s future in areas of future value, growth, or critical need.

The funding available

The indicative total annual funding available is $39m (excluding GST). Each individual contract value is $0.5m (excluding GST) or more, and for a term of 3, 4, or 5 years. 

For the 2024 investment round, the Science Board will aim to fund at least 19 Research Programmes proposals.

Who can apply

For proposals to be eligible under the Endeavour Research Programmes mechanism, they must:

  • be made by a New Zealand-based Research Organisation or a New Zealand-based legal entity representing a New Zealand-based Research Organisation
  • be designed so that the majority of benefits accrue outside of the Research Organisation or legal entity which represents the Research Organisation
  • not be made by a department of the public service as listed in Schedule 2 of the Public Service Act 2020
  • be made under an investment mechanism specified in the Schedules to the 2024 Gazette Notice
  • be for research, science or technology, or related activities, the majority of which are to be undertaken in New Zealand, unless the Science Board considers that there are compelling reasons to consider the proposals, despite the amount of research, science or technology or related activities being proposed to be undertaken overseas
  • not benefit a Russian state institution (including but not limited to support for Russian military or security activity) or an organisation outside government that may be perceived as contributing to the war effort
  • meet any applicable timing, formatting, system or other similar administrative requirements imposed by MBIE in supplying administrative services to the Science Board under section 10(7) of the RS&T Act 2010
  • advise that the proposed funding recipient will, and the Science Board is of the view that it can, adhere to the terms and conditions of funding set out in an investment contract determined by the Science Board
  • not be for activities already funded elsewhere.

In addition to the above criteria, to be eligible:

  • research proposals can include some out-of-scope research outcomes (health which includes cost savings to the healthcare system, defence and expanding knowledge) and remain eligible, as long as the sum of these outcomes is less than 50% of the proposal’s outcomes.

Application and assessment information

The application and assessment process includes:

  1. Registration - applicants cannot submit a proposal until they have registered.
  2. Applicant submits a proposal.
  3. Independent Assessors review and score the proposal against the Excellence assessment criteria.
  4. The Science Board decides if the proposal is eligible.
  5. Based on the Assessor reviews and scores, the Science Board decides which proposals progress to Impact assessment.
  6. Independent Assessors review and score proposals against Impact assessment criteria.
  7. The Science Board makes its investment decisions using the Assessor reviews and scores, and the portfolio approach. 

Completing your registration and submitting proposals

Applicants are required to complete their registration and submit proposals in Pītau our Investment Management System – a secure online portal. To help you prepare your registration and proposals we have provided 2 templates:

  • Research Programmes Registration template
  • Research Programmes Proposal template

These templates are in the key documents section below.

Key dates

Activity Date
Registration period 30 October until 12 noon, 6 December 2023
Full proposal submission period 30 October 2023 until 12 noon, 13 March 2024
Roadshows 2, 10, 11, October 2023
Assessment of Excellence 21 March to 8 April 2024
Science Board makes decision on Excellence 15 May 2024
Applicants are notified of Science Board decision on Excellence 22 May 2024
Assessment of Impact 23 May to 5 June 2024
Science Board makes funding decisions 28 August 2024
Applicants are notified of Science Board final funding decisions Late September 2024
Funding decisions announced Late September 2024
Applicant feedback Late September 2024
Contracts begin 1 October 2024

Dates are subject to change. If they change, we’ll let you know by email. To be added to the email list, email:

endeavour@mbie.govt.nz

You can also subscribe to our Alert e-newsletter.

Subscribe here(external link)

Endeavour Fund Roadshows: 2024 Investment Round

Following the completion of the Roadshows, you can download a copy of the presentation slides: 

Endeavour Fund 2024 Roadshows webinar recording

Key documents

When developing your proposal, we encourage you to consult the following key reference documents:

Endeavour Fund 2024 Investment Round Gazette Notice(external link) — gazette.govt.nz

Endeavour Fund

The assessment criteria

Assessors will assess proposals on each of the criteria (below) and then score them from 1 (Low quality) to 7 (High quality). Each proposal will be assessed and scored by up to 8 Assessors (4 for Excellence and 4 for Impact). Proposals will be assessed for Impact under either the Protect and Value category or the Transform category. These categories are defined in the Endeavour Fund 2024 Investment Round Gazette Notice and the Endeavour Fund Investment Plan 2022-2024.

See the assessment and scoring guidance pages here:

Assessment and scoring guidance - Research Programmes 2024 Investment Round

Excellence
Impact (Protect and Add Value category)
Impact (Transform category)
Vision Mātauranga Assessment

Conflicts of interest

We will publish the membership of the College of Assessors on our College of Assessors webpage.

College of Assesors

If you identify that an Assessor has an actual, potential, or perceived direct or indirect conflict of interest, declare this in the Conflicts of Interest section of your application. If you discover a potential conflict of interest after proposal submission, you must notify us immediately with details of the conflict to:

endeavour@mbie.govt.nz

Conflicts of interest may occur on 2 different levels:

A direct conflict of interest, where an Assessor is:

  • directly involved with a proposal (as a participant, manager, mentor, or partner) or has a close personal relationship with the applicant, for example, family members, or
  • a collaborator or in some other way involved with an applicant’s proposal.

An indirect conflict of interest, where an Assessor:

  • is employed by an organisation involved in a proposal but is not part of the applicant’s proposal
  • has a personal and/or professional relationship with 1 of the applicants, for example, an acquaintance
  • is assessing a proposal under discussion that may compete with their business interests.

Investment decisions

The Science Board decides on eligibility and makes the investment decisions in accordance with the Endeavour Fund 2024 Investment Round Gazette Notice, considering:

  • independent Assessor reviews and scores, and portfolio balancing
  • investment signals and targets in the Endeavour Fund Investment Plan 2022-2024.

The Science Board may decide to invest less than the total funding indicated in the Gazette Notice.

Contracting, payment, reporting and monitoring

Contracting (variation process)

If the Science Board decides to invest in your proposal, MBIE will enter into a Science Investment Contract and an associated Work Programme Agreement with your organisation (subject to any pre-contract conditions being met). A sample contract is available in our key documents section.

The Science Board may:

  • set pre-contract conditions that must be met before MBIE, and the applicant organisation can enter into a Science Investment Contract or any Work Programme Agreement
  • set special contract conditions, and/or
  • vary the amount of funding allocated from that requested.

Payments

For successful applicants, the total funding over the term of the contract will be split into equal monthly payments and paid in advance.

Reporting and monitoring

Annual and Final reports are submitted annually  in Pītau – our online portal. Reporting guidance and reporting templates are published annually. You can submit your annual and final reports between Monday 1 July 2024 and Friday 30 August 2024. See the Annual and Final Reporting Template in the key documents section.

Last updated: 13 June 2024