How to request funding

How to access funding

If you haven’t already received a funding allocation (previously known as an Upper Funding Limit), you will need to complete the access to funding form [PDF, 425 KB]. Once we have confirmed your access, you can request reimbursement of costs already incurred or grant funding.

How to request a reimbursement or grant

To request a reimbursement or a grant (or both), you will need to complete the Funding Request Form

Reimbursement requests
For reimbursement requests you will need to provide evidence of your expenditure (eg timesheets, copies of receipts or invoices, hui minutes, project plans/research outputs).

If you haven’t already provided one, you should include a budget for future activities with your request.

Grant requests
For grant requests you will need to provide a brief description of the activity covered by the grant and a proposed budget. Once the request has been reviewed, we will send you confirmation and a short funding agreement to sign and return. You can then invoice us for the grant amount.

When you have completed the activities covered by the grant, you will need to complete a one-page reporting form to tell us how you spent the funding. You will also need to include evidence of the expenditure (eg receipts, invoices).

Budgets
Making sure there is a budget for your application activity is a key part of the scheme. It will support us to work together to manage your funding. Having a budget on file will also help us to process your funding requests faster by identifying, before you incur costs, whether your proposed activities are eligible for funding and/or the cost is within the reasonable cost guidance.

Your budget can cover whatever timeframe is most appropriate for your phase of application activity. It should be updated if costs or activities change significantly and/or when you have completed the activities covered by the current budget.

There is a budget template [XLSX, 42 KB] and examples [XLSX, 202 KB] to help you with this and the funding team is available to support you to build your budget, if needed. You’ll also find a section on budgets in our FAQs.

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