Source: Tertiary Education Commission
Many of the templates you require for drafting and submitting your Plan (for example Mix of Provision (MoP) templates) are available in Workspace 2.
Please refer to the table below for other relevant templates.
Template description
Who needs it
Submission deadline
Strategic Intent and Learner Success Plan template (DOCX 4.1 MB)
This template was previously known as the Investment Plan template. It has two parts.
Strategic Intent – Tertiary education organisations (TEOs) can use this section of the template to structure the strategic intent component of their Investment Plan (Plan). It sets out the requirements for proposed Plans and ensures we have all the information we require to make informed investment decisions.
Learner Success Plan – TEOs are encouraged to use the template, or to use the headings provided to guide their own document.
Strategic Intents are required from all TEOs submitting a full Investment Plan.
Learner Success Plans are required from all TEOs submitting a full Investment Plan and receiving more than $5 million in on-Plan funding.
By 7 July 2023
2024 Investment Plan additional funding requests
The TEC will be taking a targeted approach to 2024 Investment Round Additional Funding for the Delivery on the New Zealand Qualifications and Credentials Framework at Levels 7 and above (DQ7+) Fund. Our focus will be on high priority areas and provision where there is demand for growth. We will contact you in 2024 if you meet our criteria for additional funding.
We will not be considering 2024 Investment Round Additional Funding Requests (AFRs) for the Delivery on the New Zealand Qualifications and Credentials Framework at Levels 3-7 (DQ3-7) Fund. We will communicate our approach to In-Year AFRs for this fund after the 2024 April SDR.
The TEC will be considering 2024 Investment Round AFRs for the below funds:
Delivery on the New Zealand Qualifications and Credentials Framework at Levels 1 and 2 (DQ1-2)
Youth Guarantee (YG)
Adult and Community Education (ACE) Funds (ACE in Communities, ACE in Schools, and ACE in Tertiary Education Institute (TEIs))
Intensive Literacy and Numeracy Fund (ILN)
Intensive Literacy and Numeracy ESOL Fund (ILN ESOL)
TEO-led Workplace Literacy and Numeracy Fund (WLN TEO-led)
Intensive Literacy and Numeracy Refugee English Fund
By 7 July 2023
2023 additional funding requests – in-year amendments
The TEC will take a targeted approach to providing TEOs additional funding for DQ 3-7 and 7+ funds in 2023. We will be focusing on high priority areas and provision, where there is demand for growth.
This targeted approach will ensure our investment process is effective for the sector and the TEC while continuing to support learners, their whānau, employers and communities.
The targeted approach to additional funding will be for these specific funds:
Delivery and Qualification Levels 3-7 (DQ3-7)
Delivery and Qualifications Levels 7 and above (DQ7+)
Your Relationship Manager (RMI)/Customer Advisor (CA) will contact you if you meet the criteria for targeted funding.
We will not be taking the targeted approach for the following funds. Application forms for additional funding in these funds will be available on our website from mid-May:
Delivery and Qualification Levels 1 and 2 (DQ1-2)
Youth Guarantee (YG)
Adult and Community Education (ACE) Funds (ACE in Communities, ACE in Schools, and ACE in Tertiary Education Institute (TEIs))
Intensive Literacy and Numeracy Fund (ILN)
Intensive Literacy and Numeracy ESOL Fund (ILN ESOL)
TEO-led Workplace Literacy and Numeracy Fund (WLN TEO-led)
Intensive Literacy and Numeracy Refugee English Fund
The additional funding application period is from 1 June to 29 September 2023.
Application period is from 1 June to 29 September 2023.
New provider process
The process for providers wishing to apply for TEC Investment Plan (“on-Plan”) funding for the first time is outlined at Application to receive TEC funding.
Any TEO that has not received on-Plan funding in the last 12 months
By 7 July 2023
2024 first-time work-based learning funding application
This page sets out the process and requirements for providers seeking funding for work-based learning for the first time.
TEOs that receive TEC on-Plan funding but have not previously received it for work-based learning. Also required for new providers that do not receive TEC on-Plan funding. These providers also need to follow the New Provider process described above.
By 7 July 2023
We want to remind all TEOs that your Plan documents, including your Strategic Intent, Learner Success Plan, Disability Action Plan, MoPs and Educational Performance Indicator Commitments (EPICs) must all be submitted through Workspace 2. Please do not submit these documents by email as this can result in delays.