Category: Tertiary Education Commission

Source: Tertiary Education Commission

Last updated 4 February 2021
Last updated 4 February 2021

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A privacy notice is an outward-facing document, a TEO usually publishes on a website, to show the public how you manage personal information.
A privacy notice is an outward-facing document, a TEO usually publishes on a website, to show the public how you manage personal information.

It is especially necessary for people who will use your services, ie, students, to understand what you do with their information.
Privacy notices contain similar information to consent forms. The difference is that a privacy notice relates to your whole organisation and can be referred back to students. A consent form is specific to one use of the information.
A student may sign several consent forms during their study, but you only need one privacy notice.

 

Source: Tertiary Education Commission

Consortium eligibility
For the full eligibility requirements, see the MPTT funding conditions for the relevant year.
To be eligible to receive MPTT consortium activities funding you must be the lead member of a consortium. An MPTT consortium consists, ideally, of at least one tertiary education organisation (TEO) funded for work-based learning, one TEO funded for provider-based learning (these may be the same TEO), employer representation, and at least one Māori and/or Pasifika entity.
Consortium activities
We allocate consortium activities funding based on intended learner numbers, and the capacity and performance of the consortium. Other factors, such as the stage of development of the consortium and the potential for economies of scale are also taken into account.
Consortium activities that we may agree to fund include:

governance and project management
coordinating the contributions of consortium members and other services to the development of learner capabilities
employability skills training (MPTT employability activities) and licensing (eg, driver licensing) that complement DQ-funded programmes or Micro-credentials
learner support (activities, equipment or other support that contribute to learner success in addition to the support ordinarily offered by the tertiary provider).

Fees top-ups & brokerage services eligibility
For the full eligibility requirements, see the MPTT funding conditions for the relevant year.
Fees top-ups and brokerage services funding contribute to achievement of the successful outcomes sought from MPTT.
We may fund:

a consortium partner organisation for fees top-ups and brokerage services on a consortium’s behalf
multiple consortium partner organisations for fees top-ups and/or brokerage services, and/or
a consortium partner organisation for fees top-ups and brokerage services, allowing the consortium to subcontract with its own members, or other TEOs, for delivery of services such as brokerage.

Fees top-ups
MPTT funding for fees top-ups ensures consortium partner tertiary education organisations (TEOs) can make their Delivery at Levels 3-7 (non-degree) on the NZQCF and all industry training (DQ3-7) funded programmes of pre-trades training fees-free for MPTT learners.
TEOs that receive funding for fees top-ups must have an effective assessment process for determining literacy and numeracy needs of learners.
Additional guidance is available about:

the importance of literacy and numeracy skills development in learners
our literacy and numeracy expectations of TEOs
literacy and numeracy best practice for TEOs
resources and research findings, and
the Literacy and Numeracy for Adults Assessment Tool.

Literacy and Numeracy for Adults Assessment Tool guidelines
Brokerage services and activities
Brokerage services funding supports connections between employers, consortia and partner/other TEOs in order to support MPTT learner progression.
We expect these activities to supplement existing brokerage and facilitation activities carried out by a consortium. A brokerage services funded TEO may pass on its funding to another organisation to carry out the services. 
The brokerage services specified in the TEO’s funding confirmation documentation must be the brokerage services provided. These services may include:

providing recruitment support, identifying pre-employment needs of learners, and their employment, training and career pathways 
tailoring pre-employment trades education provision to the needs and aspirations of MPTT learners, communities and potential employers
matching MPTT learner talents and aspirations with employer skill requirements and career pathways
facilitating relationships between MPTT learners, TEOs , potential employers and key industry stakeholders, and
providing employment transition support for learners.

Career guidance
We expect consortium partner organisations to, collectively and individually, support each learner to recognise and develop the skills and competencies they need to manage their career in a trade.
See Consortia, and Project Kamehameha and Project Lumana’i (research commissioned by Careers New Zealand about design and delivery of career resources for Māori and Pasifika respectively).
Learner eligibility
For the full learner eligibility requirements, see the MPTT funding conditions for the relevant year.

Source: Tertiary Education Commission

Last updated 17 December 2021
Last updated 17 December 2021

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This section provides information to help you submit your December 2021 Single Data Return (SDR). It also contains a summary of changes for the April 2022 SDR.
This section provides information to help you submit your December 2021 Single Data Return (SDR). It also contains a summary of changes for the April 2022 SDR.

Dates for submitting your December 2021 SDR

You can submit your December 2021 return anytime between 1 January 2022 and 31 January 2022.
If you have already uploaded your SDR files for validation, please ensure you upload them again after 1 January 2022.

31 December 2021

Extract date for the December 2021 SDR

1 January 2022

SDR Round opens

31 January 2022

SDR Round closes

Resources and support
When completing your return please refer to the latest version of the 2021 SDR manual, noting the ‘summary of changes for 2021’ page.

For general assistance and help with course, qualification and delivery site approvals contact the TEC Customer Contact Group on 0800 601 301 or at customerservice@tec.govt.nz. Please note the Customer Contact Group will be closed for the Christmas break from 12pm Wednesday 22 December and will reopen at 8.30am Monday 10 January 2022.
For help accessing the STEO website and validation errors, contact the Ministry of Education Service Desk on 0800 422 599 or at service.desk@education.govt.nz. Please note the Service Desk will be closed for the Christmas break from Friday 24 December and will reopen at 7.30am Wednesday 5 January 2022.
For those new to submitting SDRs there is a user guide that takes you through the process – step by step.
We also recommend you check out the Funding Conditions app available via Ngā Kete. It will allow you to monitor your enrolment conditions for Youth Guarantee and SAC levels 1 and 2.

Important points to note for your December 2021 SDR
Upload your workforce questionnaire (Staff return) before you submit your December 2021 SDR. Please upload the new 2021 workforce questionnaire, or Staff return, to the STEO website before you submit your December 2021 SDR. Any old files will not work. Your December 2021 SDR will not be accepted without a processed workforce questionnaire. You may need to source this information from a different person or team in your organisation prior to the Christmas break, so this does not hold up your January submission. Find more information about workforce questionnaires on the education website.
Fees Free. Please ensure all learners reported in your monthly ‘Fees Free All Enrolments and Costs Actuals’ are included in your December 2021 SDR, enrolment information should match between the two returns.
Reminder about SAC 3+ Limits and Source of Funding (SoF) codes. As we have previously communicated, Student Achievement Component level 3 and above (SAC 3+) delivery must not exceed 105 percent. If you are forecasting your delivery will exceed 105 percent, please inform your relationship manager or advisor as soon as possible.
Courses that have been approved for SAC 3+ funding should usually be reported in the SDR under SoF 01 as explained on the TEC website. 
Changes for the April 2022 SDR
The 2022 SDR manual has been released and the following changes have been made:

Amended the Compulsory Course Costs (CCCOSTS) Fee description
Added and updated codes for the Fees Assessment for International Students (ASSIST) field
Updated the Maxima Exempt Fees’ description
New Fees Free Eligibility code

Source: Tertiary Education Commission

Last updated 30 March 2022
Last updated 30 March 2022

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This section provides information to help you submit your April 2022 Single Data Return (SDR). It also contains a summary of changes for the April 2022 SDR.
This section provides information to help you submit your April 2022 Single Data Return (SDR). It also contains a summary of changes for the April 2022 SDR.

Dates for submitting your April 2022 SDR

You can submit your April 2022 return anytime between 16 April 2022 and 29 April 2022.

15 April 2022

Extract date for the April 2022 SDR

16 April 2022

SDR Round opens

29 April 2022

SDR Round closes

Resources and support
When completing your return please refer to the latest version of the 2022 SDR manual, noting the ‘summary of changes for 2022’ page.

For general assistance and help with course, qualification and delivery site approvals contact the TEC Customer Contact Group on 0800 601 301 or at customerservice@tec.govt.nz.
For help accessing the STEO website and validation errors, contact the Ministry of Education Service Desk on 0800 422 599 or at service.desk@education.govt.nz.
For those new to submitting SDRs there is a user guide that takes you through the process – step by step.
We also recommend you check out the Funding Conditions app available via Ngā Kete. It will allow you to monitor your enrolment conditions for Youth Guarantee and SAC levels 1 and 2.

Important points to note for your April 2022 SDR
2022 changes to the SDR are now live. They are described in the latest SDR manual. In brief the changes are:

Amended the Compulsory Course Costs (CCCOSTS) Fee description
Added and updated codes for the Fees Assessment for International Students (ASSIST) field
Updated the Maxima Exempt Fees’ description
New Fees Free Eligibility code
Updated Source of Funding error code descriptions

Source: Tertiary Education Commission

Last updated 4 November 2020
Last updated 4 November 2020

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The Tertiary Education Commission (TEC) has released the approval process for new Managed Apprenticeships.
The Tertiary Education Commission (TEC) has released the approval process for new Managed Apprenticeships.

Update: Following the Reform of Vocational Education (RoVE), changes have been made to apprenticeships. For current information see New Zealand Apprenticeships.

The new process was put in place after the Ministry of Education revised the definition of Managed Apprenticeships in June 2020 including new criteria. The 13 criteria are detailed in the application form, which can be found on the Student Achievement Component level 3 and above (SAC3+) Fund Finder page on the TEC’s website.
The criteria include the requirement that learners must be in employment for the duration of their training and there must be a tripartite training agreement that governs the relationship between the TEO, the learner and their employer. Managed Apprenticeships must also provide an entry point into an occupation for learners.
While apprenticeships are being supported and promoted through a number of initiatives, the Tertiary Education Commission (TEC) does not want providers to increase the number of Managed Apprenticeships they are delivering in 2020 and planned for 2021, beyond the number they have already committed to.
Providers have advised TEC of the expected number of Managed Apprenticeships that will be delivered during 2020. We expect this number will not be exceeded in 2021. Delivering beyond these volumes is subject to performance consequences. If your organisation thinks you will deliver beyond these volumes in the future, we encourage you to discuss this delivery with your Relationship Manager or Advisor to avoid being penalised later on.
Transition period
“We are currently in a transition period due to the Reform of Vocational Education (RoVE),” says TEC chief executive Tim Fowler. “We are actively working with transitional Industry Training Organisations (ITOs) and providers, on a successful transition to the new structure for industry, employers and learners,” he adds.
During this time, Mr Fowler says it is important to maintain current arrangements, without dramatic change, while new delivery approaches and funding is implemented.
Two RoVE projects in particular will have impacts on future Managed Apprenticeships funding arrangements. These are the Unified Funding System (UFS) and the transitional ITO transition project.  These projects are at the start of their operational design and the TEC will inform relevant TEOs of changes as they are made.  Changes to future Managed Apprenticeships funding arrangements might include different funding rates for Managed Apprenticeships, as well as changes to data collection and reporting requirements. 
For any questions please contact us on 0800 601 301 or email customer service. 
Find out more at the following links:  
SAC3+ Fund Finder page
Performance consequences  
Unified Funding System
Transitional ITO projects

Source: Tertiary Education Commission

At the TEC, we gather a range of information about common issues through our monitoring activities. We’re committed to partnering with tertiary education organisations, and sharing learnings from our monitoring work to help the sector build capability so we can all achieve better outcomes for learners. 
Hardship Fund for Learners – extension of spending timeframe
The Hardship Fund for Learners (HAFL) was announced in May 2020 to help TEOs provide temporary financial assistance for their enrolled learners who faced hardship due to the COVID-19 pandemic.
The funding was used to support initiatives from 23 March 2020 (the date the move to COVID-19 alert Level 4 was announced) until 31 December 2020 and was automatically allocated to all eligible TEOs.
An extension to spend the funds on learners in hardship was offered to those TEOs that had funds remaining as of October 2020. If you are a TEO that accepted the extension, please remember you now have until 30 June 2021 to use your HAFL funding.
For those TEOs that accepted the extension, we also remind you that we have added learner fees to the list of items that HAFL funding cannot be used for. This is because this funding is not to be used to subsidise services you provide to learners.
Refunds to Fees Free and Targeted Training and Apprenticeship Fund eligible learners
As a reminder to TEOs that deliver Fees Free and Targeted Training and Apprenticeship Fund (TTAF) programmes or qualifications, you cannot charge fees to an eligible student for eligible study.
Your obligations for receiving Fees Free and TTAF payments are set out in the SAC Level 3 and above and ITF funding conditions (PDF 1.8 MB) and your Fees Free and TTAF agreements. These conditions mean that if we have advised you that we will make payments to you for an eligible learner – you cannot charge that learner.
If a learner has paid fees and is entitled to a refund, as we have advised you that we will pay their fees, you must refund the learner as soon as possible. This includes refunds to any other party that may have paid the learner’s fees including fees covered by the Student Loan Scheme.
If you have any questions regarding refunds to Fees Free or TTAF learners, please contact the TEC Customer Contact Group on customerservice@tec.govt.nz or 0800 601 301.
Previously Completed Qualifications app
Through our monitoring activities, we have identified instances of TEOs enrolling learners in qualifications they have already achieved.
Our funding conditions specify that you must not seek funding for recognised prior learning credited to a student. This does not apply if the repeated learning or training is required to be undertaken periodically by an applicable quality assurance body.
To assist the sector to comply with this condition, the TEC has developed a new app called Previously Completed Qualifications. The app has been created to assist you, at the point of enrolment, to check whether a learner has previously completed a qualification or not. The app should supplement your existing engagement with a learner about their enrolment including checking their NZQA NZ Record of Achievement (NZRoA).
TEOs can enter a learner’s National Student Number (NSN) and qualification codes starting with ‘NZ’ into the app. The app then checks Single Data Return (SDR) data available from 2015 onwards to determine if the learner has previously completed the qualification.
The app will help to ensure fewer instances of repeated enrolments in the future and support the education of TEOs across the sector.
The app is available on Ngā Kete and further information can be found in the app’s quick reference guide (PDF 574 KB).
Expiring qualifications
A number of TEOs have qualifications that are closed off for new enrolments and about to expire. It is important that you ensure a replacement programme is in place for any qualifications you are delivering that are nearing expiry.
As a reminder, TEC cannot fund expired qualifications. Once the New Zealand Qualifications Authority (NZQA) assigns an expiry date to a qualification, we will not fund any new students that you enroll after the last date for entry of that qualification (i.e. the last date a learner can be enrolled in a programme leading to this qualification).
These conditions apply if you are a wānanga, private training establishment, Te Pūkenga. As of TEC’s 2021 base funding conditions this also applies if you are a Transitional Industry Training Organisation (TITO).

Source: Tertiary Education Commission

Last updated 26 November 2020
Last updated 26 November 2020

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This update includes information about: using correct source of funding codes; the new Privacy Act 2020; and reporting and monitoring of the Targeted Training and Apprenticeship Fund (TTAF).
This update includes information about: using correct source of funding codes; the new Privacy Act 2020; and reporting and monitoring of the Targeted Training and Apprenticeship Fund (TTAF).

At the TEC, we gather a range of information about common issues through our monitoring activities. We’re committed to partnering with tertiary education organisations, and sharing learnings from our monitoring work to help the sector build capability so we can all achieve better outcomes for learners.
Using correct source of funding codes
Recently instances have been identified of tertiary education organisations reporting an incorrect source of funding code in the first instance and then amending this once study has commenced.
As a reminder, it is important that you are reporting the correct source of funding code at the time of a learner’s enrolment.
The TEC uses source of funding codes to categorise funding to you and to plan our ongoing investment in tertiary education. StudyLink also administers the Student Support schemes as part of this funding. Different funding codes may offer varying access to student support and changing a funding code once study has started may alter or cease a learner’s entitlement to Student Loan and/or Student Allowance, resulting in a debt to the Crown that will need to be recovered.
To ensure that you are complying with your obligations and to avoid potential issues for you and your learners, please ensure you have appropriate processes in place to correctly determine the relevant source of funding code at the point of a learner’s enrolment.
The Privacy Act 2020
New Zealand has a new Privacy Act which will come into effect on 1 December 2020. Now is a good time for your organisation to review the key changes in the new Act and identify those that are relevant to you.
The Office of the Privacy Commissioner has developed a number of resources to help everyone get ready for the new Act. We recommend you take some time to review the main changes to ensure you are compliant with the new Act when this comes into force.
Reporting and monitoring of the Targeted Training and Apprenticeship Fund
The Targeted Training and Apprenticeship Fund (TTAF) helps learners to undertake vocational education and training in targeted areas without fees.
TTAF covers fees from 1 July 2020 to 31 December 2022 and is paid directly to TEOs to enable learners to enrol in a range of training and apprenticeship programmes at sub-degree level for free.
In most instances, the TEC will use existing reporting channels to calculate, report on, and pay TTAF. We will also use our existing auditing processes to help you ensure you are meeting the terms and conditions outlined in your funding agreement.
We also intend to undertake TTAF specific audits to further support the sector with implementation of the new fund and to inform improvements where possible. We will contact you to make the appropriate arrangements if you are selected for one of these audits.
For the full reporting and monitoring conditions, please see the TTAF conditions on the TEC’s website.

Source: Tertiary Education Commission

Last updated 18 February 2025
Last updated 18 February 2025

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This page provides information about tertiary education organisations’ (TEOs’) reporting on TEO-led Workplace Literacy and Numeracy (TEO-led WLN) delivery, and our monitoring of their performance.
This page provides information about tertiary education organisations’ (TEOs’) reporting on TEO-led Workplace Literacy and Numeracy (TEO-led WLN) delivery, and our monitoring of their performance.

For information about Employer-led Workplace Literacy and Numeracy (EWLN) reporting and monitoring, see Employer-led Workplace Literacy and Numeracy (EWLN) Fund.
Reporting
If you receive TEO-led WLN funding, you must submit:  

a progress report for the period 1 January to 31 May no later than 10 working days after 31 May; and
a progress report for the period 1 January to 30 September no later than 10 working days after 30 September; and
a final report for the period 1 January to 31 December no later than 31 January of the following year. 

Each progress report and the final report must:

be submitted in accordance with the template that we will provide to you; and
relate to the specific delivery commitments outlined in your Investment Plan.

For details about the information we require you to report, please refer to Data requirements: Other Fund Actuals.
Templates for the two progress reports and one final report are available for TEOs to complete and submit by the due dates on DXP Ngā Kete. 
Monitoring
We monitor TEO performance and practices to understand their performance in the sector, and to inform our decisions about future funding they may receive.
We monitor a TEO’s:

achievement of mix of provision (MoP) delivery commitments
compliance with TEO-led WLN funding conditions for the relevant year
compliance with legislative requirements, and
achievement of other expectations that we communicate to TEOs.

Source: Tertiary Education Commission

Last updated 17 February 2025
Last updated 17 February 2025

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This page contains the dates for Single Data Return (SDR) and Indicative Enrolment Collection (IND) for 2025.
This page contains the dates for Single Data Return (SDR) and Indicative Enrolment Collection (IND) for 2025.

All tertiary education organisations (TEOs) that receive Delivery at Levels 1–10 on the New Zealand Qualifications and Credentials Framework, including Youth Guarantee (YG), and/or that have students with student loans or allowances, need to complete a SDR three times a year and an IND once a year.
For file names and example files, see SDR resources. 

Return date*
Extract date**
SDR description

1–6 March 2025
1 March

March IND  

Student, course enrolment and course register files for all learners enrolled in the current year.  All valid enrolments, even though some of the students may be entitled to withdraw or change without penalty.

14–29 April 2025
11 April

April SDR

Student, course enrolment and course register files for all learners enrolled in the current year.
Course completion file
Qualification completion file

8–21 August 2025
7 August

August SDR

Student, course enrolment and course register files for all learners enrolled in the current year.
Course completion file
Qualification completion file 

1–31 January following year 
31 December 

December SDR

Student, course enrolment and course register files for all learners enrolled in the current year.
Course completion file
Qualification completion file  
Forecast EFTS units for the following year and up to the next three years Workforce questionnaire (WFQ) – Staff return for staff employed over the current year. The WFQ must be uploaded before you submit the December SDR.

* The return date is the date by which you must submit your SDR or IND files to the Tertiary Education Commission (TEC).
** The extract date is the reporting date – the date on which data is extracted from your Student Management System (SMS). 

Related Content

Source: Tertiary Education Commission

Last updated 5 March 2020
Last updated 5 March 2020

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New Zealand is facing skills shortages in a number of sectors, including construction, food and fibre, health, and Secondary Initial Teacher Education.
New Zealand is facing skills shortages in a number of sectors, including construction, food and fibre, health, and Secondary Initial Teacher Education.

One of TEC’s core priorities is to help address these labour and skills shortages. Our work will link communities, industries, and education providers to education and employment pathways that are easy to navigate. Every New Zealander should have the skills, knowledge and confidence to create a fulfilling life.
To achieve this, we are:

building strategic partnerships and investing in provision that can deliver long-term post-study outcomes for learners 
providing better quality learner information through our career services, including industry-specific attraction initiatives and dedicated career hub pages
encouraging the development of quality and innovative learning packages and accessible pathways through funding training schemes and micro-credentials
leading the work on the Reform of Vocational Education (RoVE). This includes developing a new Unified Funding System and facilitating the development of Centres of Vocational Excellence (CoVEs), Workforce Development Councils (WDCs) and working with MBIE as they facilitate the development of Regional Skills Leadership Groups (RSLGs).

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Reform of Vocational Education (RoVE)

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