Pītau Investment Management System Portal
Pītau is our Investment Management System – a secure online portal that lets applicants view, edit, and submit funding applications and manage contracts. This portal also allows independent assessors to assess funding applications.
Using the portal
If your application for funding is successful, the portal lets you:
- view your contract information
- create your own claims
- monitor funding balances
- submit reports.
If you haven't used the portal before:
- download and complete the Pītau Request Access Form
- email the completed form to firstname.lastname@example.org.
You can bookmark the login page for easy access.
Preparing your application
The Call for Proposals for each fund guides you through the information you need to submit your funding application. Additional guidance 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 CV, use 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:
Pītau Portal Privacy Statement
The purpose of this privacy statement is to let users of the portal know when we may collect personal information and what we may do with it. We don't use or disclose personal information collected or received through Pītau 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 Pītau when you:
- Apply for user access
- Apply for funding
- Complete a diversity profile (as an assessor or project team member)
- Manage your contract, including submitting reports
- Submit potential conflict of interest information in relation to an application
- Submit availability and potential Conflict of Interest information in relation to an assessment
Personal information is collected for the purposes of enabling MBIE to carry out its science funding responsibilities through Pītau. More particularly, 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. For example, 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 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. For example, information collected during the course of the contract such as an individual’s role in the outputs of the research.
- Help us ensure we don’t have multiple entries for the same person and we will use the email address and ORCID unique ID.
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, for example, CVs of research team members, may affect your ability to submit an application and the outcome of the assessment.
Information used for statistical or research purposes, such as gender or diversity information is mandatory for some key roles for some funds and is voluntary to provide for others. Where diversity information is required for a specific fund, this information will be included in the call for proposal.
How the information will be stored
Your personal information will be stored in the Pītau database, as well as our Data Warehouse environment.
The data for Pītau is stored in an Australian data centre. Our contract with the provider states that they will notify us of any data access breaches, so we can keep you informed, as well as the Privacy Commissioner, in line with Information Privacy Principle 5 and Part 6 of the Privacy Act 2020.
Find out more about Privacy Principle 5(external link) — Office of the Privacy Commissioner
Who can see your personal information
Most personal information will be viewable by MBIE-authorised staff who are responsible for administrating the portal 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. This excludes diversity information, which will only be visible by yourself, and by selected staff members who provide reporting on diversity at MBIE.
Personal information in the application form that is captured to assess the capability of the research team will be disclosed to contracted assessors and decision makers.
Some personal information, such as name, affiliation, role in a research team and outputs of the research, will be made publicly available through the New Zealand Research Information System (NZRIS). Any diversity information, such as gender, age, and ethnicity, will be made publicly available only at an aggregated level that does not identify any individual.
As an applicant, any information you provide us about potential Conflicts of Interest for an application will be visible to other contributors to that application, and MBIE staff with access to Pītau. It will be used by staff facilitating the assessment process.
As an assessor, any information you provide us about potential Conflicts of Interest and availability will only be available to MBIE staff with access to Pītau.
We will not share personal information collected in Pītau unless required by law. For instance, we may be required to disclose information under the Official Information Act 1982, or to a Parliamentary Select Committee, or to Parliament in response to a Parliamentary Question.
How long we will keep the information
We will keep your personal information for as long as it is needed for the purposes set out above, or as required by law (for instance, if required under the Public Records Act 2005). 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 if we hold personal information about you
- access that information
- request corrections to that information, if applicable.
If you have a Pītau login, you are able to access your personal information and your assessor profile.
If you wish to find out if we hold personal information about you and to access that information, and if you need us to correct information on your behalf, contact the Investment Operations Team on email@example.com or write to MBIE's Investment Operations Team, PO Box 1473, Wellington.
We will respond to any requests you make in accordance with the Privacy Act 2020. Requests can be refused only if there is good reason under that Act to do so, and we must inform you of these reasons. If you were unhappy with our response, you could make a complaint to the Privacy Commissioner.
For more information on the New Zealand privacy laws and contact details for the Office of the Privacy Commissioner, please visit the Privacy Commissioner's website.
Office of the Privacy Commissioner(external link) — privacy.org.nz
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