Projects Call for Proposals – Transition Research Fund 2027 Investment Round

About the Transition Research Fund 2027

The Transition Research Fund 2027 (TRF2027) is a new contestable fund established to support the transition to New Zealand’s future science, innovation and technology investment system. It provides up to $84.8 million (excluding GST) in annual funding distributed across 3 investment mechanisms: Talent Development, Projects, and Programmes. TRF2027 aims to advance excellence, capability, and continuity across the research system during a period of change, supporting high quality foundational and applied research, across all disciplines aligned with National Pillar Priorities. TRF2027 is intended to operate as a single funding round and will apply to funding decisions announced in 2027.

TRF2027 operates within the strategic direction set by the Science Investment Plan. The Pillar Investment Plans sets out the priorities for each pillar. The Gazette Notice requires Research Funding New Zealand (RFNZ) to consider the Transition Research Fund Investment Plan 2027, Science Investment Plan, and Pillar Investment Plans when portfolio balancing for TRF2027. Applicants should read these documents together when developing their proposals.

The RFNZ Board will make funding decisions in accordance with the applicable Gazette Notices. MBIE will administer the application, assessment and contracting processes.

About the Projects mechanism

Projects is one of the 3 investment mechanisms available through TRF2027. It provides 3-year funding to enable the testing of bold and innovative research ideas through excellent research that are deemed likely to deliver meaningful benefits for New Zealand aligned with National Pillar Priorities.

The Projects mechanism aims to:

• Support small projects and teams that test bold and innovative research ideas, methodologies and capabilities that are likely to deliver meaningful benefits for New Zealand aligned with National Pillar Priorities.
• Develop and grow specialist capability in areas aligned to national priorities.

This Call for Proposals provides you with information on how to apply to the Projects mechanism of TRF2027, including how your application will be assessed, what happens if your application is successful, and how to contact us for assistance with the application process.

The Key resources section contains links to all documents and web pages referenced throughout this Call for Proposals.

Funding available

Approximately $40.8 million (excluding GST) in new annual funding is available through the Projects mechanism for the TRF2027 investment round.

Projects proposals may address opportunities under any of the 4 pillars. Where a proposal could align with more than one pillar, applicants must select the pillar to which their proposed research is most closely aligned to.

The table below sets out the indicative funding allocations (excluding GST) (portfolio targets) and anticipated number of contracts for each pillar.

Investment made under the Projects mechanism will have a duration of 3-years and a total contract value of $1.5 million (excluding GST).

Achieving portfolio targets

Portfolio targets are in place to help TRF2027 achieve its objectives, set the long-term direction and contribute to the Pillar investment targets published in the Science Investment Plan.

The portfolio targets are:

• Underpinned by a fixed maximum total investment available within each pillar.
• Flexible, so that the Board has ability to change the proportion invested in each mechanism, depending on the number and quality of proposals received.
• Expressed in terms of the annual, not total, contract value.

For Projects and Talent Development mechanisms, RFNZ will consider the mix of investments between the mechanisms within the Technology for Prosperity pillar.

Who can apply

For proposals to be eligible under the Projects mechanism, they must:

a. be made under an investment mechanism specified in the:
Transition Research Fund 2027(external link) — Gazette Notice

b. align to one of the pillars, and to one of the pillar priorities listed as opportunities, as outlined in the Science Investment Plan

c. be made by an applicant who is not in material breach of any Ministry of Business, Innovation and Employment (MBIE) science funding contract and who does not have any outstanding remedial actions associated with any termination of any MBIE science funding contract

d. be submitted in Pītau (MBIE’s Investment Management System) and meet any applicable timing, formatting, content, or other administrative requirements set by MBIE

e. not name a person as Principal Investigator for a Talent Development proposal who is named as Principal Investigator on another Talent Development proposal submitted for the 2027 Transition Research Fund Talent Development mechanism

f. be made by a New Zealand-based Research Organisation or a New Zealand-based legal entity representing a New Zealand-based Research Organisation

g. be designed so that the new knowledge created is broadly disseminated for public benefit outside of the Research Organisation or legal entity that represents the Research Organisation

h. not be made by:
i. an entity listed in any of the parts of Schedule 2 of the Public Service Act 2020
ii. a local authority as defined in section 5 of the Local Government Act 2002
iii. the New Zealand Police
iv. New Zealand Defence Force
v. the Parliamentary Counsel Office

i. be for research, science or technology, or related activities, the majority of which are to be undertaken in New Zealand, unless the Board considers that there are compelling reasons to consider the proposal, despite the amount of research, science or technology or related activities being proposed to be undertaken overseas

j. 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

k. advise that the proposed funding recipient will, and the Board must be of the view that it can, adhere to the terms and conditions of funding set out in an investment contract determined by the Board

l. not be for activities already funded from another external source

m. come within the total organisational funding Cap that applies to the proposal

n. not include out-of-scope research outcomes related to defence that amount to 50% or more of the proposal’s outcomes.

Organisational caps

Each organisation has a maximum number of proposals it may submit. Organisations may register more proposals than this limit, but the number of proposals submitted must not exceed the organisation’s published cap on the:

Transition Research Fund 2027

Registrations

To provide flexibility in the selection of proposals, organisations may submit registrations up to 120% of their published organisational cap, rounded up to the next whole number. If an organisation exceeds this limit, MBIE will retain registrations based on submission timestamp order, beginning with the earliest submitted registrations, until the permitted number is reached. Registrations above the limit will not progress.

If you wish to withdraw registrations that are no longer required, please do this before 17 March 2027 and follow these instructions:

• Draft registrations: If a registration is still in Draft status, it can be cancelled directly in Pītau by the applicant.
• Submitted registrations: If a registration has already been submitted to MBIE, email us and advise which registration(s) you would like to withdraw.

Proposals

Organisations may submit no more proposals than their published organisational cap. If an organisation exceeds its cap after the proposal submission period, MBIE will accept proposals in submission timestamp order, beginning with the earliest submitted proposals, until the cap is reached. Proposals above the cap will not be considered.

If you wish to withdraw proposals that are no longer required, please do this before 28 April 2027 and follow these instructions:

• Draft proposals: Can be cancelled directly in Pītau by the applicant.
• Submitted proposals: If a proposal has already been submitted to MBIE, email us and advise which proposal(s) you would like to withdraw.

Key dates

Dates are subject to change. If they change, we will let you know by email or stakeholder alert. You can subscribe to alerts:

Science and Innovation updates(external link)

Applicant information webinar

Join us for a webinar for the Projects mechanism on the 21 October 2026 including live Q&As. The webinar will provide everything you need to know about applying to Projects mechanism of the TRF2027 investment round.

Register here(external link)

The recording of the webinar presentation will be published on this page before the end of November 2026.

Key resources

Applicants are strongly encouraged to read the following documents before developing a proposal. These documents provide the strategic context, eligibility requirements and assessment expectations that will be considered during the assessment and funding decision process.

• Transition Research Fund 2027

Gives an overview of the objectives of TRF2027 and how the 3 funding mechanisms fit together.

• Science Investment Plan 2026–2036

New Zealand’s national strategic priorities for science and research investment, alongside a long-term investment profile.

• Pillar Investment Plans 2026-2031

Medium-term strategies for each of the 4 science and innovation pillars that translate the high-level priorities in the Science Investment Plan 2026-2036 into specific investment objectives, funding approaches, and expected outcomes. They describe what each pillar is expected to achieve, how funding will be allocated to deliver government priorities, and the measures that will be used to track success.

• Transition Research Fund Investment Plan 2027

Provides the purpose and scope of TRF2027, including the objectives of each mechanism and the Government’s investment signals and priorities for TRF2027.

• 2027 Transition Research Fund Gazette Notice: published 14 May 2026(external link) – Gazette
• 2027 Transition Research Fund Gazette Notice: published 23 June 2026(external link) – Gazette
• Amendment—2027 Transition Research Fund Gazette Notice: published 5 October 2026(external link) – Gazette

The Gazette Notices set the rules for TRF2027, explaining what TRF2027aims to achieve, how funding is allocated, who can apply, and how proposals will be assessed.

• Vision Mātauranga policy
• Projects Assessment and Scoring Guidance - 2027 Investment Round
• Pītau

Trusted Research Guidance

Please familiarise yourself with the Trusted Research Guidance for Institutions and Researchers. Applicants should consider whether their proposed research may involve sensitive technologies or other trusted research risks and how these risks could be managed. While this is not assessed during proposal assessment, MBIE undertakes a sensitive technologies risk assessment for all proposals that progress to the Panel meeting. Any required risk mitigations will normally be incorporated into the funding contract for successful proposals.

Trusted Research Guidance [PDF, 4,071 KB](external link) – Protective Security

How to apply

Applications to the Projects mechanism must be completed and submitted through Pītau, MBIE’s secure online Investment Management System. The application process has 2 stages: registration followed by proposal. You must submit a registration by the registration deadline to be able to submit a proposal.

Before starting your application, review the Key resources listed above and ensure that you have access to Pītau.

The templates are provided to help you draft your registrations and proposals before submitting in Pītau.

As an applicant, you are responsible for ensuring that:

• your registration and proposal are complete
• all required supporting information has been provided
• the application is submitted before the relevant deadline.

Accessing Pītau

If you already have a Pītau account, you can access the system using the link in the Key resources section.

If you do not have a Pītau login:

• contact your Research Office to request access; or
• if your organisation does not have a Research Office, request access directly from MBIE.
  Pītau Investment Management System Portal

MBIE can assist with accessing Pītau and provide guidance on entering and submitting your application. MBIE cannot advise you on the merits of your proposal.

Registration

The registration stage provides MBIE early notice of expected proposals. This helps the planning for the assessment process. Registrations are not assessed and do not affect funding decisions. Only applicants who submit a registration may continue submitting a proposal.

After registration, applicants may refine the scope, team composition and research approach before submitting their proposal, provided it remains broadly consistent with the registration.

Proposal

The proposal is the application that will be assessed for funding. Applicants should address all assessment criteria and provide sufficient information for Assessors to evaluate Impact – Benefit to New Zealand, Science Excellence and Team Excellence.

If your proposal is successful, this information will also form the basis of your funding contract.

Open Researcher and Contributor ID (ORCID iD)

Applicants are encouraged to provide their ORCID iD as part of their proposal, especially Principal Investigators and Key Researchers. An ORCID iD is a unique, persistent digital identifier that distinguishes individual researchers and helps connect them accurately with their research activities, contributions and outputs.

Providing an ORCID iD is recommended but not mandatory. Applicants who do not provide an ORCID iD will not be disadvantaged, and its inclusion will not influence the eligibility or assessment of the proposal.

Artificial Intelligence

The use of Artificial Intelligence (AI) tools presents an opportunity to assist researchers in the crafting of proposals, but this may raise issues around authorship and intellectual property including copyright. Content produced by AI may be based on the intellectual property of others or may also be factually incorrect. MBIE advises applicants to use caution in relation to the use of AI tools in developing their proposals. All applicants will be required to sign a proposal declaration on the portal to confirm that they take full responsibility for the content of the proposal, the suitability and validity of cited sources and originality of content, and to confirm that your proposal does not contain false or misleading information.

Conflicts of Interest

Applicants must declare any actual, potential, or perceived conflicts of interest involving Assessors and RFNZ members. Conflicts may be direct or indirect.

Before completing the Conflicts of Interest section of your registration or proposal, review the published lists of College of Assessors members and RFNZ members below.

Our College of Assessors

Biographical Information RFNZ Board members

What is considered a conflict of interest

A direct conflict of interest may exist where an Assessor or RFNZ member:

• is directly involved with a proposal (as a participant, manager, mentor, or partner)
• has a close personal relationship with the applicant, for example, family members
• is otherwise involved with an applicant’s work programme, for example a collaborator.

An indirect conflict of interest may exist where an Assessor or RFNZ member:

• is employed by an organisation involved in a proposal but is not part of the applicant’s work programme
• has a personal and/or professional relationship with one of the applicants, for example, an acquaintance
• has, or previously had, involvement with a proposal that is in direct competition with a proposal being assessed
• may have personal or business interests that could compete with, or be affected by, the proposed impacts of the proposal.

Declaring a conflict of interest

Declare all conflicts of interest in the Conflicts of Interest section of your registration or proposal.

If you identify a potential conflict of interest after submitting your proposal, you must notify us immediately by emailing transition fund 2027 with details of the conflict.

Please note that declaring a large number of conflicts, or declaring entire institutions as conflicted, may reduce the pool of Assessors available to assess your proposal.

Assessment process

Applications are assessed using the following process:

1. Decision on progression to assessment

RFNZ will consider proposals against the eligibility criteria and decide which proposals will progress to assessment. MBIE will only notify applicants whose proposals are determined to be ineligible by RFNZ.

2. Assessment

Each proposal will be independently assessed for Impact – Benefit to New Zealand, Science Excellence and Team Excellence by 3 Assessors from MBIE’s College of Assessors. Assessors will:

• review the proposal against each assessment criterion
• assign a score from 1 (low quality) to 7 (high quality) for each criterion
• provide comments to support their scores.

Assessors have been selected based on their knowledge and experience and have not been selected as a ‘representative’ of a particular organisation or sector.

3. Final funding decisions

RFNZ will consider a rank list of proposals and eligibility assessment and may make final funding decisions in accordance with the portfolio approach set out in the Gazette Notice.

RFNZ will make the final funding decisions. MBIE will notify applicants of RFNZ’s decisions.

Feedback to applicants

Feedback will be provided to applicants following the final funding announcement at the end of the funding round.

Assessors will provide one strength and one weakness for each proposal and this feedback will be provided verbatim to applicants.

No feedback will be provided for funded proposals.

The assessment criteria

Each proposal will be assessed against the criteria below and assigned a score from 1 (low quality) to 7 (high quality) for each criterion.

Impact – Benefit to New Zealand (weighting 33%)

The extent to which the proposed research is likely to deliver meaningful outcomes for New Zealand’s economic, social or environmental benefit.

Assessment must have regard to the extent the proposal:

• aligns with the National Pillar Priorities
• will generate knowledge, insights, or capabilities that enable future potential applications, pathways to use, or downstream impact
• will build individual, institutional, or system capability that strengthens New Zealand’s ability to realise impact over time
• articulates credible potential impact benefits and potential pathways to impact from the proposed research, science or technology or related activities, even where impacts are uncertain, longer-term or indirect
• identifies the indicative end or next-users, beneficiaries, and stakeholders (including Māori where relevant), and demonstrates an understanding of the enablers and barriers to uptake.

Science Excellence (weighting 33%)

The extent to which the proposed research is fit for purpose, rigorous, innovative, ethically conducted, internationally benchmarked, and addresses areas of clear national need. Assessment must have regard to the extent the proposal:

• is ambitious, new to New Zealand, and fit for purpose; it must be able to advance New Zealand beyond the current state of knowledge and practice to deliver the intended outcomes
• will generate and disseminate new knowledge, data or methods or deliver novel scientific, technical, or innovative outcomes
• has a well-designed, coherent, and credible research plan, including appropriate identification and management of risk (noting that higher levels of uncertainty may be appropriate for exploratory research)
• is well positioned within the domestic and international research context; including how it builds on, complements, or differentiates from existing work
• appropriately considers the relevance of Vision Mātauranga policy and, where relevant, demonstrates a fit-for-purpose approach; where not relevant, this is clearly stated.

Team Excellence (weighting 34%)

The extent to which the proposed team has the mix of complementary skills, knowledge, and resources to deliver the proposed research, science or technology or related activities, and to manage risk. Assessment must have regard to whether:

• the mix of skills is appropriate for the research
• the team has the skills, knowledge and resources that give confidence in their ability to deliver the research
• if applicable, the team has the appropriate Mātauranga Māori expertise for the project.

How funding decisions will be made

RFNZ will make final funding decisions to those proposals that they consider will deliver the greatest impact for New Zealand. RFNZ must make funding decisions on proposals for TRF2027 in accordance with:

• the Public Finance Act 1989 and the relevant Appropriation Acts for Vote Business, Science and Innovation
• the eligibility and assessment criteria specified in the Gazette Notices and the relevant schedules in the Gazette Notice listed in the Key resources section
• the investment signals set out in the Investment Plan
• the Government’s Vision Mātauranga policy, if applicable to the proposal.

RFNZ may also consider a portfolio approach.

Portfolio approach

Final funding decisions will not be based solely on proposal rankings. RFNZ may take a portfolio approach, considering how proposals collectively contribute to a balanced portfolio within each pillar, having regard to the National Pillar Priorities, the indicative funding available for each pillar, and the relative merits of competing proposals.

Where RFNZ takes a portfolio approach to funding decisions on proposals for TRF2027, this will include:

• ensuring each proposal funded has sufficient merit as assessed against the assessment criteria in Schedule 2 of the Gazette Notices
• considering how the overall mix of investments made meets the investment signals in the Investment Plan, Science Investment Plan and Pillar Investment Plans, with particular regard to the funding amounts set out in the funding table above
• ensuring that the best proposals are funded within each pillar to the extent that is practical within funding amounts set out in the funding table above
• meeting general policy objectives and specific objectives set out in the Gazette Notice including the Vision Mātauranga policy.

For the Project and Talent Development mechanisms, RFNZ will consider the mix of investments between the mechanisms within the Technology for Prosperity Pillar.

Notification and publication

We will advise the proposal’s Application Administrator or Research Office of the funding decisions in November 2027. Details of the successful applications will be published on our Transition Research Fund 2027 web page and announced by a press release, and potentially by the Minister for Science, Innovation and Technology.

The Transition Research Fund Contract template sets out what information MBIE may publish about funded Projects contracts.

Contracting, payment, reporting and monitoring

The contracting process

If RFNZ decides to invest in your proposal, MBIE will enter into a Funding Contract with your organisation (subject to any pre-contractual conditions being met). The Transition Research Fund Contract template is available in the Key resources section.

The signed contract must be returned to MBIE within one month of being issued, unless MBIE agrees otherwise.

RFNZ may:

• set pre-contractual conditions that must be met before MBIE and the applicant organisation can enter into a contract
• set special contractual conditions
• vary the amount of funding allocated from that requested.

Payments

Projects contracts will run from 1 December 2027 to 30 November 2030. The first payment will be equivalent to 3 months’ funding, providing organisations with additional cash flow to establish project teams and commence project activities. The remaining funding will be paid in equal monthly instalments, with no payments made during the final 2 months of the contract.

Reporting and monitoring

Successful applicants will be required to submit annual reports and a final report through Pītau. MBIE will evaluate these reports to monitor progress and performance.

Reports are due to MBIE each year in August with the first one due in 2028. A final report is due at the end of the contract. Reporting guidance and templates are published annually.

Annual reports

Guidance for the first annual report will be published by July 2028. The report is expected to cover:

• progress against the deliverables and tasks set out in the work programme
• any emerging risks
• action being taken to manage those risks.

Annual reports are due in August each year and cover the period from 1 July to 30 June. 

Final report

Guidance for the final report will be published by November 2030. The final report is expected to cover:

• the project’s overall outcomes and key achievements
• the steps taken to deliver the project
• any changes made to the approach and the reasons for those changes
• an updated public statement.

Contact

If you have any questions about applications, please contact your host organisation’s research office, in the first instance.

You can contact MBIE's Transition Research Fund 2027 team if:

• your organisation does not have a research office
• your organisation’s research office cannot assist you

For Pītau queries email the IMS Support Team or phone:

0800 693 778 (Monday to Friday, 8:30am to 4:30pm)

You can also subscribe to our Alert e-newsletter:

Science and Innovation updates(external link)