Investment Management System (IMS) Portal

Our Investment Management System (IMS) portal is a secure online system that lets applicants view, edit and submit funding applications.

Using the portal

If your application for funding is successful, the IMS Portal lets you:

  • view your contract information
  • create your own claims
  • monitor funding balances
  • submit reports.

If you haven't used the system before:

  • download and complete the IMS Access Request Form

IMS Access Request Form [DOCX, 115 KB]

Login to IMS Portal(external link)

Tip: Bookmark the login page for easy access.

Preparing your application

The Call for Proposals issued for each fund guides you through the process of entering and submitting your funding application. Additional guidance if issued can be found below.

Collecting diversity information

Collecting Diversity Information is a 1-page guide that expands on the process for entering team members as part of your funding application.

Funding application Curriculum Vitae (CV) Template

Many funding applications require supporting CVs for specified roles.  If you need to provide a CVuse this template. The template has two options for you to choose from. Option one is the Narrative CV and option two is the New Zealand Research Science and Technology CV.

The purpose of the Narrative CV is to consider the increasingly diverse range of contributions that researchers bring to their work and provide a more rounded picture of an individual’s career, their achievements, and overall contribution to research.

Examples of completed narrative CVs to help you:

Narrative CV webinars

The narrative CV webinars for Endeavour 2023 investment round researchers were held virtually on 2 and 10 February 2023. 

IMS Portal Privacy Statement

The purpose of this privacy statement is to let users of the IMS Portal owned by our Science System and Investment Performance Branch know when we may collect personal information and what we may do with it. We don't use, share or disclose personal information collected or received through IMS except as set out in this statement.

What information will be collected and what it will be used for

Personal information will be collected in IMS when you:

  • Apply for user access
  • Apply for funding
  • Complete a diversity profile (as an assessor or project team member)
  • Submit a report against your contract.

Personal information is collected for the purposes of the grant funding process to:

  • Assess the capability of the research or project team named in the applications, eg, information relating to the individuals’ field of research and professional experience. This may be captured in an uploaded CV format or in individual fields within the IMS portal.
  • Help match assessors’ technical expertise with applications for assessment. For example assessors’ availability, field of research, ORCID unique ID and personal bios will be collected and used to identify conflicts of interest and align assessors to applications.
  • Identify trends and gaps in national expertise or capability for research and statistical purposes. For example diversity information such as gender, age, ethnicity etc may be collected in some application processes.
  • Evaluate performance and impact of funded research, eg, information collected during the course of the contract such as an individual’s role in the outputs of the research.

Not all personal information is mandatory to provide, however failure to provide the personal information that is required for assessors and decision-makers to make an informed decision, eg, CVs of research team members, may affect the outcome of the assessment.

Information used for statistical or research purposes, such as gender or diversity information is voluntary to provide.

How the information will be stored

Your personal information will be stored in our IMS and DataMart.

Who can see your personal information

All personal information will be viewable by MBIE-authorised staff who are responsible for administrating the IMS and managing the funding and contracting process. Staff in the applicant organisation who are responsible for preparing and submitting applications will also be able to view personal information for future applications.

Personal information in the application form that is captured to assess capability of the research team will be shared with contracted assessors and decision makers.

Personal information that is professional by nature such as name, affiliation, role in a research team and outputs of the research will be publicly available through NRIS. Personal diversity information that is considered sensitive such as gender, age, ethnicity etc. will be displayed publicly at an aggregated level and will not be identifiable to an individual.

We will not share personal private information collected in IMS unless it is necessary for the purposes outlined in this statement or otherwise permitted by law. We may be required to disclose information under the Official Information Act 1982 or to a Parliamentary Select Committee or Parliament in response to a Parliamentary Question.

How long we will keep the information

We will keep your personal information for lawful business purposes, such as processing the applications made by your organisation or completing analysis. Your information will then either be disposed of securely, or transferred to Archives NZ as required by the Public Records Act 2005.

How you can access your personal information

You have the right to:

  • find out from us whether we hold personal information about you
  • access that information
  • request corrections to that information, if applicable.

In accordance with the ‘Privacy Act 1993’, we reserve the right to refuse your request if we have a good reason. In the event we refuse your request, you are entitled to request a statement to explain why.

If you wish to check personal information held about you, contact the Investment Operations Team on or write to MBIE's Investment Operations Team, PO Box 1473, Wellington.

For more information on the privacy laws in New Zealand and contact details for the Office of the Privacy Commissioner, please visit the Privacy Commissioner's website.

Use of cookies in IMS

Cookies are small text files that are placed in your browser by the websites you visit. They are widely used to help users navigate websites efficiently, to perform certain functions on the sites, and/or to provide site owners with information about how their sites are used.

We use cookies in IMS where they are required for particular features to work – eg, if you are a logged in user, to allow you to remain logged in whilst you complete certain tasks.

Web analytics cookies

We also use tracking cookies with the Google Analytics web analytics tool to analyse non-identifiable web traffic data to improve our services. This data is aggregated and cannot personally identify you. Our web analytics will also respect any “do not track” setting that you might have set on your browser.

To disable all cookies

Most web browsers will allow you to set some control over cookies in your browser settings. This includes deleting them from your browser or disabling them altogether.

If you do choose to set your browser to disable all cookies, this may affect your ability to use some of the features on our site.

Learn more about cookies and how you can manage them in your web browser

Last updated: 08 March 2023