Pivot-RP: Search for funding and register for training

1. Go to the Pivot-RP home page. 
2. Select “Create Account.” 
3. There are two ways to create an account and access Pivot-RP
   1. “Use Institutional Login Credentials” which allows you to use Single Sign-On and two-factor authentication to set up your account. This is the recommended method for creating an account to avoid entering a username and password each time.
   2. “Use Email Address/Create Password” – which allows you to use your institutional email address as your user ID and create a password of your choosing.   
      
4. Using institutional login credentials:
   1. Sign in with your institution by selecting “University of Waterloo” from the dropdown menu.
   2. Click on “Create my account.”
   3. You will be prompted to enter your Waterloo login credentials for the two-factor authentication (2FA).
   4. Once you have confirmed your account with 2FA, you will be asked to finish creating your Pivot-RP account. Fill in your name, institutional e-mail and click on “Get Started."         
      
5. Please note that you may be re-directed to a screen like the one below:  
   
6. This means your Waterloo account may already be in the system from a previous Pivot or Research Professional account. Click on follow “this link” in blue. You will then get an email from Pivot-RP Support to connect your Institutional credentials to your Pivot-RP account.
7. Click on the link in the email to connect your account.
8. This will take you to your Pivot-RP home page, already logged in.
9. Click the “Home" icon in the top left corner to bring you to your homepage dashboard.
10. Please note that during the account creation process, if you are a faculty member, you may also be asked to “Claim Your Profile.” This enables you to get automated funding recommendations based on your research interests, increase visibility of your work and find potential collaborators.
11. For steps on how to claim and access your profile, please refer to Pivot-RP’s YouTube video: Updating Your Pivot-RP Profile or the Quick Access Guide.
12. Once you’ve created your account, you can access Pivot-RP seamlessly by going to the Pivot-RP home page and selecting University of Waterloo from the “Use login from my institution” button.
13. After you enter your 2FA credentials, you will be directed to your Pivot-RP home page dashboard.

Pivot-RP offers advanced administrative permissions for those who would like to search and share funding opportunities with Researchers.

These permissions include:

• Basic Admin Account, which allows for the following:
  • See who else is interested in this opportunity
  • Add Saved Searches and Opps to other individual accounts
  • View Tracked State (tracked/active) of other individual
  • View individuals who received this opp as an alert
  • View the shared diagram (on the Shared tab)
  • Access to Education & Training
  • Access to publication, grant, and patent statistics
• Advanced Admin Account, which allows for the following
  • Curate Funding Opportunity Lists
  • Manage Profiles
  • Export Profiles and Accounts

Please complete the form to request administrative permissions.

Please see the following Pivot-RP knowledge resources to get started with enhanced permissions:

• Curated Search
• Curated List
• Profile Management

1. To start looking for opportunities and saving your searches select “Funding” from the top left corner of your home page dashboard, then click on “Advanced Search.”
2. Enter your customized search criteria based on the types of funding opportunities you’re looking for (i.e., by keyword, funding type, activity location, sponsor name etc.).
   1. Note that the Applicant/Institution Location setting is defaulted to Canada.
3. Select “Search” at the very bottom right-hand corner and your listing of funding opportunities matching this search criteria will populate.
4. Select “Save Search” at the top of your screen.
5. Name your search and select the box “Would you like to receive a weekly email containing new or updated opps from this query?”

You can create as many customized searches as needed and you will receive weekly updates of upcoming funding programs directly to your Waterloo inbox.

For steps on how to search for funding opportunities, please refer to Pivot-RP’s YouTube video: Pivot-RP Quick Search - Basic Searching for Funding Opportunities. 

Pivot-RP can also list internal University of Waterloo funding opportunities and application information that will only be visible to UW users.   Please submit all internal calls to or-pivot-rp@uwaterloo.ca, and our staff will ensure they are added to the Pivot-RP system and distributed in our newsletters. 

If you are a Waterloo faculty member or student, another way to access funding opportunities is through the “Profile” and “Advisor” functions. The Advisor matches funding programs to you based on information on your profile, to complement the funding opportunities you find through your own searching or those you receive from others.

1. To access your profile, select “Profiles” in the top left-hand corner of your home page dashboard.
2. Enter your name in the search box or you can find your profile by selecting your Faculty and department in the drop-down menus, then view profiles. (If your name does not appear, click here to create a profile).
3. Locate and click on your name.
4. This will bring you to your profile page that mirrors the information contained on your University of Waterloo department bio page.
5. On the right-hand side of your profile page, there will be a “Funding Matches” link. This is a funding opportunity listing curated specifically by Pivot-RP Advisor for you based on your research interests.
6. Once you’ve claimed your profile you can edit, add, and re-order information on your profile including fields such as your expertise, affiliations, past affiliations, degrees, languages, and keywords. When finished, select the “Done” option to save your changes.
7. For steps on how to claim and access your profile, please refer to Pivot-RP’s YouTube video: Updating Your Pivot-RP Profile or the Quick Access Guide.

If you are looking for a specific funding opportunity that does not appear in your searches, you can submit the funding program information directly to Pivot-RP for review by filling out this form.

Alternatively, please contact or-pivot-rp@uwaterloo.ca and the office of research can submit the funding opportunity to Pivot-RP on your behalf.

Two Newsletters are distributed by your ADR/AFIW Dean.  They are:

1. Tri-Agency and NFRF Funding Opportunities
   • Contains the most recent tri-agency (CIHR, NSERC, SSHRC) and New Frontiers in Research Fund funding opportunities added within the last thirty days.
2. Funding Opportunities
   • Contains the most recent non-tri-agency funding opportunities added within the last thirty days:
     • Government Research Contracts
     • International Funding
     • Non-Profits
     • Covid-19
     • NIH (US National Institutes of Health)
     • Awards & Prizes
     • Internal Opportunities
   • Please note that NIH opportunities and information are found within the Internal Calls list.

If you are not receiving this these newsletters, and are a faculty member, please reach out to your Associate Dean of Research or your Academic Dean of your Affiliated & Federated Institutions of Waterloo, otherwise please contact or-pivot-rp@uwaterloo.ca.

If you have any questions regarding the creation of your account, accessing the system and finding funding opportunities, contact or-pivot-rp@uwaterloo.ca.  You can also visit Pivot-RP’s support page to access additional resources.