PBRF External Research Income (ERI) declarations for 2015

3 May 2016

This PBRF update outlines the requirements for External Research Income (ERI) declarations for 2015.

PBRF ERI declarations for 2015 are due on 31 May 2016

How to submit your declarations

2015 ERI declarations and audit opinions are to be returned through the TEC’s Integrated Provider Information (IPI) collection system - Workspace 2.

A declaration from the CEO that the ERI data is accurate is no longer required.  Submission of the ERI data through IPI and the uploading of an independent audit opinion (where applicable) is sufficient confirmation that the ERI data is accurate. 

The template for ERI declarations is currently available on IPI.  Audit opinions can be submitted using the upload document function on IPI. 

ERI source categories

From the 2015 calendar year, ERI must be reported by four weighted source categories:



NZ government contestable funds


NZ public sector contract research


Overseas research income


NZ non-government income


These weightings will be applied to these categories in the PBRF funding formula from 2017.

ERI guidance

Guidance on ERI can be found in Appendix C of the PBRF User Manual.

Who to contact for help

Should you have any queries regarding your PBRF funding, please contact us.

Universities, ITPs, and Wānanga should contact their Investment Managers. Private Training Establishments should contact the TEC Sector Helpdesk on sectorhelpdesk@tec.govt.nz using ‘PBRF’ in the subject line.

  • Last changed: 3 May 2016