January 2024

Dates for TEOs:

• 1 January: SDR round opens
• 8 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 11 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
• 17 January: December Fees Free All Enrolments and Costs returns due
• 31 January: SDR round closes

February 2024

Dates for TEOs:

• 1 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 7 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
• 8 February: 2023 Preliminary SDR Wash-ups communicated
• 9 February: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 14 February: February Fees Free All Enrolments and Costs templates open
• 15 February: Extract date for February Fees Free All Enrolments and Costs returns
• 21 February: February Fees Free All Enrolments and Costs returns due
• 23 February: Universities, Wānanga and Te Pūkenga to submit 2023 unaudited results and 5 years forecasts

March 2024

Dates for TEOs:

• 1 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
• 13 March: March Fees Free All Enrolments and Costs templates open
• 14 March: Extract date for March Fees Free All Enrolments and Costs returns
• 20 March: March Fees Free All Enrolments and Costs returns due
• 25 March: Gateway Unit Standards report opens
• 29 March: Final submission date for 2023 data in the ITR
• 31 March: ITR data for 2024 should be as up to date as possible

April 2024

Dates for TEOs:

• 2 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 5 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
• 5 April: Gateway Midyear Actuals report opens
• 10 April: April Fees Free All Enrolments and Costs templates open
• 10 April: April Fees Free All Enrolments and Costs templates open
• 11 April: 2023 Final ITR Washup Letters communicated
• 11 April: Extract date for April Fees Free All Enrolments and Costs returns
• 12 April: 1/01/24 - 31/03/24 Preliminary Report Due - ALE
• 12 April: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 15 April: Extract date for April 2024 SDR
• 17 April: SDR round opens
• 24 April: April Fees Free All Enrolments and Costs returns due
• 29 April: SDR round closes

May 2024

Dates for TEOs:

• 1 May: April Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 May: April Fees Free Programmes and Fees and Schedule of Fees returns due
• 8 May: May Fees Free All Enrolments and Costs templates open
• 9 May: Extract date for May Fees Free All Enrolments and Costs returns
• 15 May: May Fees Free All Enrolments and Costs returns due
• 31 May: Performance-based Research Fund – External Research Income Actuals for 2023 year due
• 31 May: Universities, Wānanga and Te Pūkenga submit their 2024 Capital Asset Management (CAM) Self Assessments.
• 31 May: Universities, Wānanga and Te Pūkenga to submit their 2023 Audited results and 5 years forecasts

June 2024

Dates for TEOs:

• 4 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 7 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
• 12 June: June Fees Free All Enrolments and Costs templates open
• 13 June: Extract date for June Fees Free All Enrolments and Costs returns
• 14 June: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 14 June: 1 Jan 2024–31 May 2024 Progress Report due for ACE, ILN and ELT
• 19 June: June Fees Free All Enrolments and Costs returns due

July 2024

Dates for TEOs:

• 1 July: June Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 1 July: Universities, Wānanga and Te Pūkenga to submit 10-year Capital Intentions plans (2023 actuals and 10-year forecasts)
• 4 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
• 5 July: TEOs submit proposed Plans, including MoPs, EPICs, and if required Strategic Intent, Learner Success Plans (LSPs) and Disability Action Plans (DAPs), and Additional Funding templates
• 10 July: July Fees Free All Enrolments and Costs templates open
• 11 July: Extract date for July Fees Free All Enrolments and Costs returns
• 15 July: Universities and Wānanga to submit 1 January to 30 June 2024 Financial results for Crown consolidations
• 17 July: July Fees Free All Enrolments and Costs returns due
• 22 July: Gateway Midyear Actuals report due
• 29 July: Gateway Final Actuals report opens
• 31 July: MPTT Consortia Progress Report 1 due

August 2024

Dates for TEOs:

• 1 August: July Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 August: July Fees Free Programmes and Fees and Schedule of Fees returns due
• 7 August: Extract date for August 2024 SDR
• 8 August: August SDR opens
• 9 August: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 14 August: August Fees Free All Enrolments and Costs templates open
• 14 August: 01/01/24–31/7/24 Progress Report due for ALE
• 15 August: Extract date for August Fees Free All Enrolments and Costs returns
• 19 August: Final submission date for 2023 MPTT Actuals Report
• 21 August: Final submission date for August SDR
• 23 August: MPTT Actuals report due
• 28 August: August Fees Free All Enrolments and Costs returns due
• 30 August: ITR data should be as up to date as possible
• 30 August: PTEs with 31 March year ends submit annual financial reports

September 2024

Dates for TEOs:

• 2 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 5 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
• 11 September: September Fees Free All Enrolments and Costs templates open
• 12 September: Extract date for September Fees Free All Enrolments and Costs returns
• 13 September: 1 January–30 September Progres Report due date - ACE, ESOL
• 18 September: September Fees Free All Enrolments and Costs returns due
• 27 September: Universities, Wānanga and Te Pūkenga to submit their updated 2024, 2025 and 2026 forecasts and 2023 audited information if differs materially to that submitted in May.

October 2024

Dates for TEOs:

• 1 October: September Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 4 October: September Fees Free Programmes and Fees and Schedule of Fees returns due
• 9 October: October Fees Free All Enrolments and Costs templates open
• 10 October: Extract date for October Fees Free All Enrolments and Costs returns
• 11 October: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 14 October: 1 Jan 2024–30 September 2024 Progress Report due for ACE, ILN and ELT
• 16 October: October Fees Free All Enrolments and Costs returns due

November 2024

Dates for TEOs:

• 1 November: October Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 November: October Fees Free Programmes and Fees and Schedule of Fees returns due
• 13 November: November Fees Free All Enrolments and Costs templates open
• 14 November: Extract date for November Fees Free All Enrolments and Costs returns
• 20 November: November Fees Free All Enrolments and Costs returns due

December 2024

Dates for TEOs:

• 2 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 5 December: November Fees Free Programmes and Fees and Schedule of Fees returns due
• 11 December: December Fees Free All Enrolments and Costs templates open
• 20 December: Gateway Final Actuals report due

January 2023

Dates for TEOs:

• 1 January: SDR round opens
• 9 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 12 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
• 18 January: December Fees Free All Enrolments and Costs returns due
• 31 January: SDR round closes

February 2023

Dates for TEOs:

• 1 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 7 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
• 8 February: 2022 Preliminary SDR Wash-ups communicated
• 8 February: February Fees Free All Enrolments and Costs templates open
• 9 February: Extract date for February Fees Free All Enrolments and Costs returns
• 10 February: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 15 February: February Fees Free All Enrolments and Costs returns due
• 17 February: SDR and IPI actuals resubmission deadline
• 24 February: Universities, Wānanga, Te Pūkenga subsidiaries and Te Pūkenga to submit 2022 unaudited results and 5 years forecasts

March 2023

Dates for TEOs:

• 1 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
• 8 March: 2022 SDR Final Wash-ups communicated
• 8 March: March Fees Free All Enrolments and Costs templates open
• 9 March: Extract date for March Fees Free All Enrolments and Costs returns
• 15 March: March Fees Free All Enrolments and Costs returns due
• 15 March: Repayment Plan requests due
• 31 March: Final submission date for 2022 data in the ITR
• 31 March: ITR data for 2023 should be as up to date as possible

April 2023

Dates for TEOs:

• 3 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
• 11 April: 2022 Final ITR Washup Letters communicated
• 12 April: April Fees Free All Enrolments and Costs templates open
• 13 April: Extract date for April Fees Free All Enrolments and Costs returns
• 14 April: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 15 April: Extract date for April 2023 SDR
• 17 April: SDR round opens
• 26 April: April Fees Free All Enrolments and Costs returns due
• 29 April: SDR round closes

May 2023

Dates for TEOs:

• 1 May: April Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 4 May: April Fees Free Programmes and Fees and Schedule of Fees returns due
• 10 May: May Fees Free All Enrolments and Costs templates open
• 11 May: Extract date for May Fees Free All Enrolments and Costs returns
• 17 May: May Fees Free All Enrolments and Costs returns due
• 31 May: Universities, Wānanga and Te Pūkenga to submit their 2022 Audited results and 5 years forecasts

June 2023

Dates for TEOs:

• 1 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 7 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
• 9 June: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 14 June: June Fees Free All Enrolments and Costs templates open
• 15 June: Extract date for June Fees Free All Enrolments and Costs returns
• 21 June: June Fees Free All Enrolments and Costs returns due

July 2023

Dates for TEOs:

• 1 July: Universities, Wānanga and Te Pūkenga to submit 10-year Capital Intentions plans (2022 actuals and 10-year forecasts)
• 3 July: June Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
• 7 July: TEOs submit proposed Plans, including MoP, EPIC, Learner Success Plans, Disability Action Plans and Additional Funding templates
• 12 July: July Fees Free All Enrolments and Costs templates open
• 13 July: Extract date for July Fees Free All Enrolments and Costs returns
• 14 July: Universities and Wānanga to submit 1 January to 30 June 2023 Financial results for Crown consolidations
• 19 July: July Fees Free All Enrolments and Costs returns due

Dates for TEC:

• 7 July: Final 2022 EPIs published on TEC website

August 2023

Dates for TEOs:

• 1 August: July Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 4 August: July Fees Free Programmes and Fees and Schedule of Fees returns due
• 7 August: Extract date for August 2023 SDR
• 8 August: August SDR opens
• 9 August: August Fees Free All Enrolments and Costs templates open
• 10 August: Extract date for August Fees Free All Enrolments and Costs returns
• 11 August: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 21 August: Final submission date for 2022 MPTT Actuals Report
• 21 August: Final submission date for August SDR
• 23 August: August Fees Free All Enrolments and Costs returns due
• 31 August: ITR data should be as up to date as possible
• 31 August: PTEs with 31 March year ends submit annual financial reports

September 2023

Dates for TEOs:

• 1 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
• 13 September: September Fees Free All Enrolments and Costs templates open
• 14 September: Extract date for September Fees Free All Enrolments and Costs returns
• 20 September: September Fees Free All Enrolments and Costs returns due

October 2023

Dates for TEOs:

• 2 October: September Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 5 October: September Fees Free Programmes and Fees and Schedule of Fees returns due
• 11 October: October Fees Free All Enrolments and Costs templates open
• 12 October: Extract date for October Fees Free All Enrolments and Costs returns
• 13 October: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 18 October: October Fees Free All Enrolments and Costs returns due

November 2023

Dates for TEOs:

• 1 November: October Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 November: October Fees Free Programmes and Fees and Schedule of Fees returns due
• 8 November: November Fees Free All Enrolments and Costs templates open
• 9 November: Extract date for November Fees Free All Enrolments and Costs returns
• 15 November: November Fees Free All Enrolments and Costs returns due
• 30 November: AMFM exception applications for any course that starts between 1 January 2024 and 31 December 2024 must be received by email before 5.00pm

December 2023

Dates for TEOs:

• 1 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 2 December: AMFM exception applications for any course that starts between 1 January 2024 and 31 December 2024 TEO deadline
• 6 December: November Fees Free Programmes and Fees and Schedule of Fees returns due
• 13 December: December Fees Free All Enrolments and Costs templates open
• 31 December: Extract date for December Fees Free All Enrolments and Costs returns
• 31 December: Extract date for the December 2023 SDR

Other key dates:

• 7 December: AMFM exception applications for any course that starts between 1 January 2024 and 31 December 2024 – Student bodies supporting evidence deadline

January 2022

Dates for TEOs:

• 1 January: SDR round opens
• 10 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 12 January: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 13 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
• 19 January: December Fees Free All Enrolments and Costs returns due
• 21 January: HAFL reporting deadline (interim report)
• 31 January: SDR round closes

February 2022

Dates for TEOs:

• 1 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 4 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
• 9 February: February Fees Free All Enrolments and Costs templates open
• 9 February: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 10 February: Extract date for February Fees Free All Enrolments and Costs returns
• 16 February: February Fees Free All Enrolments and Costs returns due
• 18 February: Applications for Qualification Development Fund need to be received by 5pm
• 25 February: TEIs (Universities, Wānanga, Te Pūkenga subsidiaries and Te Pūkenga) to submit 2021 unaudited results and 5 years forecasts
• 26 February: Schools submit 2021 Gateway Credit achievement data
• 2021 Preliminary Wash-ups communicated
• ACE in schools coordination additional funding round

Dates for TEC:

• February-April interim 2021 EPIs will be available via Ngā Kete
• PBRF Research Degree Completion data for 2021 PBRF Washup uploaded to Workspace2
• Start 2023 Investment Plan engagement with TEOs

March 2022

Dates for TEOs:

• 1 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 4 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
• 9 March: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 9 March: March Fees Free All Enrolments and Costs templates open
• 10 March: Extract date for March Fees Free All Enrolments and Costs returns
• 11 March: Submit Trades Academies destination data in final quantitative report for 2021
• 16 March: March Fees Free All Enrolments and Costs returns due
• 27 March: Publish 2021 MPTT Actuals report
• 31 March: Final submission date for 2021 data in the Industry Training Register (ITR)
• 2021 Final Wash-ups communicated

April 2022

Dates for TEOs:

• 1 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
• 8 April: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 8 April: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 13 April: April Fees Free All Enrolments and Costs templates open
• 14 April: Extract date for April Fees Free All Enrolments and Costs returns
• 15 April: Extract date for the April 2022 Single Data Return (SDR)
• 15 April: HAFL reporting deadline (interim report)
• 16 April: SDR round opens
• 27 April: April Fees Free All Enrolments and Costs returns due
• 29 April: Submit April SDR, including updates for inclusion in 2021 published educational performance indicators (EPIs)

Dates for TEC:

• 1 April: Finalise industry training data for 2021
• 9 April: Finalised 2021 industry training educational performance indicators (EPIs) and delivery information is available
• 29 April: Close the 2021 educational performance indicator (EPI) data for providers
• Send out final 2021 ITO recoveries advice

May 2022

Dates for TEOs:

• 2 May: April Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 5 May: April Fees Free Programmes and Fees and Schedule of Fees returns due
• 6 May: Equity Funding report for TEIs is due
• 10 May: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 11 May: May Fees Free All Enrolments and Costs templates open
• 12 May: Extract date for May Fees Free All Enrolments and Costs returns
• 18 May: May Fees Free All Enrolments and Costs returns due
• 31 May: PTEs with 31 December year ends submit annual financial reports
• 31 May: Submit PBRF 2021 External Research Income (ERI) template to Workspace2 (and audit opinion if required)
• 31 May: Universities, Wānanga and Te Pūkenga submit their Capital Asset Management (CAM) Self Assessments

Dates for TEC:

• Final PBRF Research Degree Completion data for 2021 PBRF Washup uploaded to Workspace2

Other key dates:

• 20 May: Government Budget 2022 announcement

June 2022

Dates for TEOs:

• 1 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 7 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
• 8 June: June Fees Free All Enrolments and Costs templates open
• 9 June: Extract date for June Fees Free All Enrolments and Costs returns
• 9 June: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 10 June: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 15 June: June Fees Free All Enrolments and Costs returns due

July 2022

Dates for TEOs:

• 1 July: June Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 1 July: Universities, Wānanga and Te Pūkenga to submit 10-year Capital Intentions plans (2020 actuals and forecasts to 2030)
• 6 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
• 7 - 8 July: Consultation on tertiary fee regulation settings is open
• 8 July: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 8 July: TEOs submit proposed Plans, including MoP, EPIC, Learner Success Plans, Disability Action Plans and Additional Funding templates
• 9 July: Deadline for Gateway applications for new schools and additional funding requests for 2023
• 13 July: July Fees Free All Enrolments and Costs templates open
• 14 July: Extract date for July Fees Free All Enrolments and Costs returns
• 15 July: HAFL reporting deadline (final report)
• 15 July: Universities and Wānanga to submit 1 January to 30 June 2022 Financial results for Crown consolidations
• 17 July: Transitional ITOs – Submit 2021 Audited results and 3 years forecasts
• 20 July: July Fees Free All Enrolments and Costs returns due
• 31 July: Gateway mid-year Actuals report due

August 2022

Dates for TEOs:

• 1 August: July Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 4 August: July Fees Free Programmes and Fees and Schedule of Fees returns due
• 7 August: August SDR extract date
• 8 August: August SDR opens
• 9 August: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 10 August: August Fees Free All Enrolments and Costs templates open
• 11 August: Extract date for August Fees Free All Enrolments and Costs returns
• 12 August: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 21 August: Final submission date for 2021 MPTT Actuals Report
• 21 August: Final submission date for August SDR
• 24 August: August Fees Free All Enrolments and Costs returns due
• 31 August: PTEs with 31 March year ends submit annual financial reports

September 2022

Dates for TEOs:

• 1 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
• 9 September: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 14 September: September Fees Free All Enrolments and Costs templates open
• 15 September: Extract date for September Fees Free All Enrolments and Costs returns
• 21 September: September Fees Free All Enrolments and Costs returns due

Dates for TEC:

• Calculate indicative PBRF funding calculations for 2023

October 2022

Dates for TEOs:

• 3 October: September Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 6 October: September Fees Free Programmes and Fees and Schedule of Fees returns due
• 11 October: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 12 October: October Fees Free All Enrolments and Costs templates open
• 13 October: Extract date for October Fees Free All Enrolments and Costs returns
• 14 October: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
• 19 October: October Fees Free All Enrolments and Costs returns due
• 31 October: Submit Centre of Research Excellence (CoREs) Annual Reports for CoREs funded 2015/16 – June 2022

November 2022

Dates for TEOs:

• 1 November: October Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 4 November: October Fees Free Programmes and Fees and Schedule of Fees returns due
• 9 November: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 9 November: November Fees Free All Enrolments and Costs templates open
• 10 November: Extract date for November Fees Free All Enrolments and Costs returns
• 16 November: November Fees Free All Enrolments and Costs returns due
• 30 November: AMFM exception applications for any course that starts between 1 January 2023 and 31 December 2023 must be received by email before 5.00pm

December 2022

Dates for TEOs:

• 1 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
• 2 December: AMFM exception applications for any course that starts between 1 January 2023 and 31 December 2023 TEO deadline
• 6 December: November Fees Free Programmes and Fees and Schedule of Fees returns due
• 9 December: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
• 14 December: December Fees Free All Enrolments and Costs templates open
• 31 December: Extract date for December Fees Free All Enrolments and Costs returns
• 31 December: Extract date for the December 2022 SDR

Other key dates:

• 7 December: AMFM exception applications for any course that starts between 1 January 2023 and 31 December 2023 – Student bodies supporting evidence deadline

January 2021

Dates for TEOs:

• 1 January: SDR round opens
• 7 January: (Industry Training Organisations) December Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 14 January: (Industry Training Organisations) December Programmes and Fees template and Schedule of Fees template due to TEC by submitting on Workspace 2
• 20 January: (Providers) December Fees Free All Enrolments and Costs return due to TEC by submitting on Workspace 2
• 31 January: HAFL reporting deadline (final report)
• 31 January: SDR round closes
• 31 January: TAFL reporting deadline (final report)

February 2021

Dates for TEOs:

• 1 February: (Transitional ITOs) January Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 1 February: Medical Interns Grant report due
• 4 February: (Transitional ITOs) January Programmes and Fees template and Schedule of Fees template due to TEC by submitting on Workspace 2
• 5 February: Final submission for Employer-Led Workplace Literacy and Numeracy applications
• 10 February: (Providers) February fees-free return template and instructions sent to you via Workspace 2
• 11 February: (Providers) Extract date for February fees-free return
• 14 February: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
• 17 February: (Providers) February fees-free return due to TEC by uploading to Workspace 2
• 21 February: Trades Academies - School Funded Roll Confirmation – Data for Schools February 28 Roll Return due
• 22 February: TEIs - Submit 2020 Unaudited results and 5 years forecasts
• 26 February: Gateway additional funding round applications close
• 26 February: Schools submit 2020 Gateway Credit achievement data
• 2020 Preliminary Wash-ups communicated

Dates for TEC:

• February-April interim 2020 EPIs will be available via Ngā Kete
• PBRF Research Degree Completion data for 2020 PBRF Washup uploaded to Workspace2
• Start 2021 Investment Plan engagement with TEOs

March 2021

Dates for TEOs:

• 1 March: (Transitional ITOs) February Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 4 March: (Transitional ITOs) February Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 10 March: (Providers) March fees-free return template and instructions sent to you via Workspace 2
• 11 March: (Providers) Extract date for March fees-free return
• 11 March: Submit Trades Academies destination data in final quantitative report for 2020
• 17 March: (Providers) March fees-free return due to TEC by uploading to Workspace 2
• 27 March: Publish 2020 MPTT Actuals report
• 31 March: Final submission date for 2020 data in the Industry Training Register (ITR)
• 2020 Final Wash-ups communicated

April 2021

Dates for TEOs:

• 1 April: (Transitional ITOs) March Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 6 April: (Transitional ITOs) March Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 7 April: (Providers) April fees-free return template and instructions sent to you via Workspace 2
• 8 April: (Providers) Extract date for April fees-free return
• 9 April: Final submission for Employer-Led Workplace Literacy and Numeracy applications
• 9 April: Managed Apprenticeships monthly template uploaded to WS2 for TEI’s and selected PTEs.
• 15 April: Extract date for the April 2021 SDR
• 15 April: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
• 16 April: SDR round opens
• 28 April: (Providers) April fees-free return due to TEC by uploading to Workspace 2
• 29 April: Submit April Single Data Return (SDR), including updates for inclusion in 2020 published educational performance indicators (EPIs)
• 30 April: Centres of Asia-Pacific Excellence (CAPES) Annual Reports due
• 30 April: CoREs submit CoRE Plan for July 2021 to Dec 2024 for review by TEC
• 30 April: Entrepreneurial Universities Initiative (EUI) Annual Reports due
• 30 April: Plan Required TEOs submit Summary of Planned Shifts

Dates for TEC:

• 1 April: Finalise industry training data for 2020
• 9 April: Finalised 2020 industry training educational performance indicators (EPIs) and delivery information is available
• 29 April: Close the 2020 educational performance indicator (EPI) data for providers
• PBRF External Research Income (ERI) template uploaded to Workspace2
• Send out final 2020 ITO recoveries advice

May 2021

Dates for TEOs:

• 3 May: (Transitional ITOs) April Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 6 May: (Transitional ITOs) April Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 11 May: Managed Apprenticeships monthly template uploaded to WS2 for TEI’s and selected PTEs.
• 12 May: (Providers) May fees-free return template and instructions sent to you via Workspace 2
• 12 May: PBRF SRG chair closing date for nominations
• 13 May: (Providers) Extract date for May fees-free return
• 19 May: (Providers) May fees-free return due to TEC by uploading to Workspace 2
• 31 May: PTEs with 31 December year ends submit annual financial reports
• 31 May: Submit PBRF 2020 External Research Income (ERI) template to Workspace2 (and audit opinion if required)
• 31 May: TEIs (Universities and Wānanga) submit Capital Asset Management (CAM) Independent Assessments
• 31 May: TEIs – Submit 2020 Audited results and 5 years forecasts

Dates for TEC:

• Final PBRF Research Degree Completion data for 2020 PBRF Washup uploaded to Workspace2

Other key dates:

• 20 May: Government Budget 2021 announcement

June 2021

Dates for TEOs:

• 1 June: (Transitional ITOs) May Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 4 June: (Transitional ITOs) May Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 9 June: June Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
• 9 June: Managed Apprenticeships monthly template uploaded to WS2 for TEI’s and selected PTEs.
• 10 June: Extract date for June Fees Free All Enrolments and Costs return
• 11 June: Final submission for Employer-Led Workplace Literacy and Numeracy applications
• 16 June: June Fees-Free All Enrolments and Costs report due to TEC by uploading to Workspace 2
• 30 June: Indicative allocations, MoPs and EPICs communicated
• 30 June: PTEs with 31 January year ends submit annual financial reports
• 30 June: Supplementary Plan Guidance published

July 2021

Dates for TEOs:

• 1 July: (Transitional ITOs) June Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
• 2 July: TEIs (Universities and Wānanga) submit 10-year Capital Intentions plans
• 6 July: (Transitional ITOs) June Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 8 July: Extract date for July Fees Free All Enrolments and Costs return
• 9 July: Deadline for Plan Exempt PTEs (MOPs and EPICs, Additional funding requests and other documentation as required)
• 9 July: Deadline for Plan Exempt TEIs (MOPS and EPICs, Additional funding requests and other documentation as required)
• 9 July: Deadline for Plan Required TEIs and PTEs Investment Plans
• 9 July: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
• 14 July: July Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
• 17 July: Transitional ITOs – Submit 2019 Audited results and 3 years forecasts
• 20 July: TEIs - Submit 1 January to 30 June 2019 Financial results for Crown consolidations
• 21 July: July Fees Free All Enrolments and Costs return due to TEC by uploading to Workspace 2
• 31 July: Gateway mid-year Actuals report due

August 2021

Dates for TEOs:

• 2 August: (Transitional ITOs) July Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 5 August: (Transitional ITOs) July Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 7 August: August SDR extract date
• 8 August: August SDR opens
• 11 August: (Providers) August fees-free report template and instructions available via Workspace 2
• 12 August: (Providers) Extract date for August fees-free report
• 13 August: Final submission for Employer-Led Workplace Literacy and Numeracy applications
• 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
• 17 August: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
• 21 August: Final submission date for 2020 MPTT Actuals Report
• 21 August: Final submission date for August SDR
• 25 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
• 31 August: Gateway applications for new schools close

Dates for TEC:

• PBRF Washup completed

September 2021

Dates for TEOs:

• 1 September: (Transitional ITOs) August Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 1 September: Transitional ITO data snapshot – all data must be up to date in the ITR
• 6 September: (Transitional ITOs) August Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2.
• 8 September: (Providers) September fees-free report template and instructions available via Workspace 2
• 9 September: (Providers) Extract date for September fees-free report
• 9 September: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
• 15 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

• Calculate indicative PBRF funding calculations for 2021

October 2021

Dates for TEOs:

• 1 October: (Transitional ITOs) September Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 6 October: (Transitional ITOs) September Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 11 October: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
• 13 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
• 14 October: (Providers) Extract date for October Fees-Free Report
• 15 October: Final submission for Employer-Led Workplace Literacy and Numeracy applications
• 20 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2
• 31 October: Entrepreneurial Universities Initiative (EUI) Annual Approach to Activity reports due
• 31 October: Submit Centre of Research Excellence (CoREs) Annual Reports for CoREs funded 2015/16 – June 2021

November 2021

Dates for TEOs:

• 1 November: (Transitional ITOs) October Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 1 November: Centres of Asia-Pacific Excellence (CAPEs) Annual Plan due
• 1 November: Entrepreneurial Universities Initiative (EUI) Annual Approach to Activity due
• 4 November: (Transitional ITOs) October Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
• 8 November: (Providers) November fees-free return template and instructions sent to you via Workspace 2
• 9 November: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
• 11 November: (Providers) Extract date for November fees-free return
• 15 November: (Providers) November fees-free return due to TEC by uploading to Workspace 2
• 17 November: Deadline for Qualification Development Fund applications
• 30 November: AMFM exception applications for any course that starts between 1 January 2022 and 31 December 2022 must be received by email before 5:00pm
• 30 November: PTEs with 30 June year ends submit annual financial reports

December 2021

Dates for TEOs:

• 1 December: (Transitional ITOs) November Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
• 2 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 TEO deadline
• 6 December: (Transitional ITOs) November Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2.
• 8 December: (Providers) December fees-free return template and instructions sent to you via Workspace 2
• 9 December: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
• 31 December: (Providers) Extract date for December fees-free return
• 31 December: Extract date for the December 2021 SDR

Other key dates:

• 7 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 - Student bodies supporting evidence deadline

January 2020

Dates for TEOs:

• 1 January: SDR round opens
• 6 January: (Industry Training Organisations) December fees-free return due to TEC by uploading to Workspace 2
• 22 January: (Providers) 2018 Final fees-free return due to TEC by uploading to Workspace 2
• 31 January: Final submission date for 2019 MPTT Actuals report
• 31 January: Final submission date for 2019 MPTT Progress report
• 31 January: Final submission date for the 2019 December Single Data Return (SDR)

February 2020

Dates for TEOs:

• 1 February: Medical Interns Grant report due
• 6 February: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 12 February: (Providers) February fees-free return template and instructions sent to you via Workspace 2
• 13 February: (Providers) Extract date for February fees-free return
• 14 February: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
• 19 February: (Providers) February fees-free return due to TEC by uploading to Workspace 2
• 21 February: Gateway additional funding round applications close
• 21 February: TEIs – Submit 2019 Unaudited results and 5 years forecasts
• 21 February: Trades Academies - School Funded Roll Confirmation – Data for Schools February 28 Roll Return due
• 2019 Preliminary Wash-ups communicated

Dates for TEC:

• February-April interim 2019 EPIs will be available via Nga Kete
• Start 2021 Investment Plan engagement with TEOs

March 2020

Dates for TEOs:

• 5 March: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 11 March: Submit Trades Academies destination data in final quantitative report for 2018
• 12 March: (Providers) March fees-free return template and instructions sent to you via Workspace 2
• 13 March: (Providers) Extract date for March fees-free return
• 18 March: (Providers) March fees-free return due to TEC by uploading to Workspace 2
• 27 March: Publish 2020 MPTT Actuals report
• 31 March: Final submission date for 2019 data in the Industry Training Register (ITR)
• 31 March: Submit Centres of Research Excellence (CoREs) reports for: The Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute
• 2019 Final Wash-ups communicated

Dates for TEC:

• 2 March: Start assessing Gateway additional funding requests

April 2020

Dates for TEOs:

• 6 April: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 8 April: (Providers) April fees-free return template and instructions sent to you via Workspace 2
• 9 April: (Providers) Extract date for April fees-free return
• 15 April: Extract date for the April 2020 SDR
• 15 April: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
• 16 April: SDR round opens
• 17 April: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
• 22 April: (Providers) April fees-free return due to TEC by uploading to Workspace 2
• 29 April: Final submission date for 2019 MPTT Actuals Report
• 29 April: Submit April Single Data Return (SDR), including updates for inclusion in 2019 published educational performance indicators (EPIs)
• 30 April: Entrepreneurial Universities Initiative (EUI) Annual Reports due
• 30 April: Plan Required TEOs submit Summary of Planned Shifts
• 30 April: Submit Centre of Research Excellence (CoREs) Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga

Dates for TEC:

• 1 April: Finalise industry training data for 2019
• 8 April: Construction CoVE - Selected applicants invited to submit detailed proposals
• 9 April: Finalised 2019 industry training educational performance indicators (EPIs) and delivery information is available
• 29 April: Close the 2019 educational performance indicator (EPI) data for providers
• Send out final 2019 ITO recoveries advice

May 2020

Dates for TEOs:

• 6 May: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 13 May: (Providers) May fees-free return template and instructions sent to you via Workspace 2
• 14 May: (Providers) Extract date for May fees-free return
• 19 May: TAFL reporting deadline
• 20 May: (Providers) May fees-free return due to TEC by uploading to Workspace 2
• 22 May: TEIs – Submit 2019 Audited results and 5 years forecasts
• 29 May: TEIs (Universities and Wānanga) submit Capital Asset Management (CAM) Self Assessments
• 31 May: PTEs with 31 December year ends submit annual financial reports

Dates for TEC:

• 4 May: Final 2019 EPI results available to TEOs via Ngā Kete
• 22 May: Primary sector CoVE - Detailed proposals due
• 28 May: Primary sector CoVE - Evaluate proposals
• 29 May: Construction CoVE - Last day for applicants to send RfP questions

June 2020

Dates for TEOs:

• 2 June: TAFL reporting deadline
• 4 June: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 9 June: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
• 10 June: June Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
• 11 June: Extract date for June Fees Free All Enrolments and Costs return
• 16 June: HAFL reporting deadline
• 16 June: TAFL reporting deadline
• 17 June: June Fees-Free All Enrolments and Costs report due to TEC by uploading to Workspace 2
• 30 June: HAFL reporting deadline
• 30 June: Indicative allocations, MoPs and EPICs communicated
• 30 June: PTEs with 31 January year ends submit annual financial reports
• 30 June: Supplementary Plan Guidance published
• 30 June: TAFL reporting deadline

Dates for TEC:

• 2 June: WDC interim Establishment Board Expressions of Interest - Receive Expressions of Interest by 9am
• 19 June: Construction CoVE - Detailed proposals due
• 24 June: Construction CoVE - Evaluate proposals

July 2020

Dates for TEOs:

• 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
• 2 July: TAFL - Deadline for submissions to the last scheduled assessment panel
• 3 July: TEIs (Universities and Wānanga) submit 10-year Capital Intentions plans
• 6 July: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 8 July: July Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
• 9 July: Extract date for July Fees Free All Enrolments and Costs return
• 15 July: July Fees Free All Enrolments and Costs return due to TEC by uploading to Workspace 2
• 17 July: Deadline for Plan Exempt PTEs (MOPs and EPICs, Additional funding requests and other documentation as required)
• 17 July: ITOs – Submit 2019 Audited results and 3 years forecasts
• 17 July: TEIs - Submit 1 January to 30 June 2019 Financial results for Crown consolidations
• 18 July: July fees-free report due to TEC by uploading to Workspace 2
• 31 July: Gateway mid-year Actuals report due

Dates for TEC:

• 6 July: Construction CoVE - Select successful proposal
• 6 July: Primary sector CoVE - Select successful proposal

August 2020

Dates for TEOs:

• 6 August: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 7 August: August SDR extract date
• 7 August: Deadline for Plan Exempt TEIs (MOPS and EPICs, Additional funding requests and other documentation as required)
• 7 August: Deadline for Plan Required TEIs and PTEs Investment Plans
• 8 August: August SDR opens
• 12 August: (Providers) August fees-free report template and instructions available via Workspace 2
• 13 August: (Providers) Extract date for August fees-free report
• 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
• 19 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
• 21 August: Final submission date for 2020 MPTT Actuals Report
• 21 August: Final submission date for August SDR
• 31 August: Gateway applications for new schools close
• 31 August: HAFL reporting deadline
• 31 August: TAFL reporting deadline

Dates for TEC:

• 3 August: Construction CoVE - Negotiate funding agreement with successful consortium
• 3 August: Primary sector CoVE - Negotiate funding agreement with successful consortium

September 2020

Dates for TEOs:

• 1 September: ITO data snapshot – all data must be up to date in the ITR
• 4 September: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
• 8 September: Deadline for final Investment Plans (TEIs on one or two year Plans)
• 8 September: Deadline for final MOPs and EPICs (all TEIs)
• 9 September: (Providers) September fees-free report template and instructions available via Workspace 2
• 10 September: (Providers) Extract date for September fees-free report
• 16 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

• Calculate indicative PBRF funding calculations for 2021

October 2020

Dates for TEOs:

• 6 October: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 14 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
• 15 October: (Providers) Extract date for October Fees-Free Report
• 21 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2
• 31 October: Entrepreneurial Universities Initiative (EUI) Annual Approach to Activity reports due
• 31 October: HAFL reporting deadline
• 31 October: TAFL reporting deadline

November 2020

Dates for TEOs:

• 5 November: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 11 November: (Providers) November fees-free return template and instructions sent to you via Workspace 2
• 12 November: (Providers) Extract date for November fees-free return
• 17 November: Deadline for Qualification Development Fund applications
• 18 November: (Providers) November fees-free return due to TEC by uploading to Workspace 2
• 30 November: PTEs with 30 June year ends submit annual financial reports

December 2020

Dates for TEOs:

• 2 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 TEO deadline
• 4 December: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
• 7 December: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 9 December: (Providers) December fees-free return template and instructions sent to you via Workspace 2
• 31 December: (Providers) Extract date for December fees-free return
• 31 December: Extract date for the December 2020 SDR

Other key dates:

• 7 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 - Student bodies supporting evidence deadline

January 2019

Dates for TEOs:

• 1 January: (Providers) Extract date for January fees-free return
• 16 January: (Industry training organisations) January fees-free return template and instructions sent to you via Workspace 2
• 16 January: (Providers) January fees-free return due to TEC by uploading to Workspace 2
• 23 January: (Industry training organisations) January fees-free return due to TEC by uploading to Workspace 2
• 31 January: Final submission date for 2018 MPTT Actuals report
• 31 January: Final submission date for 2018 MPTT Progress report
• 31 January: Final submission date for the 2018 December Single Data Return (SDR)

February 2019

Dates for TEOs:

• 1 February: Medical Interns Grant report due
• 13 February: (Providers) February fees-free return template and instructions sent to you via Workspace 2
• 14 February: (Providers) Extract date for February fees-free return
• 20 February: (Providers) February fees-free return due to TEC by uploading to Workspace 2
• Investment Toolkit updates released
• Submit ICT Graduate School 2018 annual reports

Dates for TEC:

• February-April interim 2018 EPIs will be available via Nga Kete
• Start 2020 Investment Plan engagement with TEOs

March 2019

Dates for TEOs:

• 12 March: Submit Trades Academies destination data in final quantitative report for 2018
• 13 March: (Providers) March fees-free return template and instructions sent to you via Workspace 2
• 14 March: Submit Trades Academies progress report for period 1 January to 1 March 2019
• 20 March: (Providers) March fees-free return due to TEC by uploading to Workspace 2
• 31 March: Final submission date for 2018 data in the Industry Training Register (ITR)
• 31 March: Submit Centres of Research Excellence (CoREs) reports for: The Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute

Dates for TEC:

• 1 March: Publish Māori and Pasifika Trades Training Tools (MPTT) Grant and Brokerage report on Workspace 2
• 27 March: Publish 2019 MPTT Actuals report
• Review prior year performance and delivery data for literacy, Adult and Community Education (ACE) and Gateway funds. Provide data to TEOs

April 2019

Dates for TEOs:

• 15 April: (Providers) Extract date for April fees-free return
• 15 April: final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
• 16 April: (Providers) April fees-free return template and instructions sent to you via Workspace 2
• 29 April: (Providers) April fees-free return due to TEC by uploading to Workspace 2
• 29 April: final submission date for 2019 MPTT Actuals Report
• 29 April: submit April Single Data Return (SDR), including updates for inclusion in 2018 published educational performance indicators (EPIs)
• 30 April: submit Centre of Research Excellence (CoREs) Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga
• 30 April: submit Summary of Planned Shifts
• TEIs submit Annual Reports

Dates for TEC:

• 1 April: finalise industry training data for 2018
• 9 April: upload finalised 2017 industry training educational performance indicators (EPIs) and delivery information to Workspace 2
• 19 April: second cohort of peer review panel members for the PBRF 2018 Quality Evaluation announced
• 29 April: close the 2018 educational performance indicator (EPI) data for providers
• send out final 2018 ITO recoveries advice

May 2019

Dates for TEOs:

• 15 May: (Providers) May fees-free return template and instructions sent to you via Workspace 2
• 16 May: (Providers) Extract date for May fees-free return
• 22 May: (Providers) May fees-free return due to TEC by uploading to Workspace 2
• 31 May: PTEs with 31 December year ends submit annual financial reports:
• 31 May: TEIs submit Capital Asset Management (CAM) Independent Assess

Dates for TEC:

• 4 May: final 2018 EPI results available to TEOs via Ngā Kete

Other key dates:

• 30 May: Government Budget announcement

June 2019

Dates for TEOs:

• 4 June: Indicative allocations, MoPs and EPICs communicated
• 12 June: June Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
• 13 June: Extract date for June Fees Free All Enrolments and Costs return
• 14 June: extract date for June fees-free report
• 14 June: submit Trades Academies Six-monthly Progress Report and lead provider reporting for period 1 January to 3 June 2019
• 19 June: June Fees-Free All Enrolments and Costs report due to TEC by uploading to Workspace 2
• 21 June: Plan Exempt TEOs to submit MoPs and EPICs
• 30 June: PTEs with 31 January year ends submit annual financial reports

July 2019

Dates for TEOs:

• 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
• 1 July: TEIs submit 10-year Capital Intentions plans
• 6 July: Preliminary submission date for EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation
• 10 July: July Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
• 11 July: Extract date for July Fees Free All Enrolments and Costs return
• 12 July: Extract date for July fees-free report
• 12 July: Plan required TEOs to submit Strategic Intent, MoPs and EPICs
• 13 July: Deadline for draft Investment Plans (TEIs on one or two year Plans)
• 13 July: Deadline for draft MOPs and EPICs (all TEIs)
• 13 July: Deadline for PTEs to submit final Investment Plans (PTEs on one or two year Plans)
• 13 July: Deadline for PTEs to submit final MOPs and EPICs (all PTEs)
• 13 July: Resubmission of EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation, due by 4.00pm
• 17 July: July Fees Free All Enrolments and Costs return due to TEC by uploading to Workspace 2
• 18 July: July fees-free report due to TEC by uploading to Workspace 2
• 31 July: Gateway mid-year Actuals report due

Dates for TEC:

• 1 July: analyse Industry Training Register (ITR) data (payments reduced or withheld where necessary)
• 27 July: Publish 2019 MPTT Actuals Report

August 2019

Dates for TEOs:

• 3 August: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 7 August: August SDR extract date
• 8 August: (Providers) August fees-free report template and instructions available via Workspace 2
• 8 August: August SDR opens
• 9 August: (Providers) Extract date for August fees-free report
• 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
• 20 August: Deadline for final Investment Plans (TEIs on one or two year Plans)
• 20 August: Deadline for final MOPs and EPICs (all TEIs)
• 21 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
• 21 August: Final submission date for 2019 MPTT Actuals Report
• 21 August: Final submission date for August SDR
• 31 August: Gateway applications for new schools close
• 31 August: PTEs with 31 March year ends submit annual financial reports
• Higher risk TEIs provide financial update to TEC
• ICT Graduate School Progress reports due
• Provide information requested by KPMG for the PBRF QE 2018 data audit
• Submit ICT Graduate Schools progress reports
• Submit Medical Intern numbers (Otago and Auckland)

September 2019

Dates for TEOs:

• 1 September: ITO data snapshot – all data must be up to date in the ITR
• 5 September: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
• 7 September: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 11 September: (Providers) September fees-free report template and instructions available via Workspace 2
• 12 September: (Providers) Extract date for September fees-free report
• 18 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2
• Check and confirm RDC data for Performance-Based Research fund

Dates for TEC:

• 1 September: Analyse ITR data (payments reduced or withheld where necessary)
• 7 September: ITOs to submit 2020 MoPs and EPICs
• Calculate indicative PBRF funding calculations for 2020
• Start TEO Investment Plan assessment for those TEOs on 1-year plans

October 2019

Dates for TEOs:

• 4 October: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 5 October: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 16 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
• 17 October: (Providers) Extract date for October Fees-Free Report
• 23 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2
• Funding confirmation letters sent by 31 October

Dates for TEC:

• Board decisions on 2020 funding allocations made
• Notify providers of adjustments from PBRF wash-up

November 2019

Dates for TEOs:

• 6 November: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
• 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 13 November: (providers) November fees-free return template and instructions sent to you via Workspace 2
• 14 November: (providers) Extract date for November fees-free return
• 20 November: (providers) November fees-free return due to TEC by uploading to Workspace 2
• 30 November: PTEs with 30 June year ends submit annual financial reports

Dates for TEC:

• Upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2019

Dates for TEOs:

• 5 December: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
• 5 December: (providers) Extract date for December fees-free return
• 11 December: (All TEOs) December fees-free return due to TEC by uploading to Workspace 2
• 18 December: (providers) January fees-free return template and instructions sent to you via Workspace 2
• 24 December: Submit Trades Academies final quantitative and qualitative reports and lead provider reporting for period 1 January to 13 December 2018.
• 31 December: (providers) Extract date for January fees-free return

Dates for TEC:

• 3 December: Publish final 2019 MPTT Actuals Report

January 2018

Dates for TEOs:

• 12 January: final submission date for 2017 MPTT Actuals Report
• 15 January: final submission date for 2017 MPTT Progress Report
• 15 January: final submission date for MPTT Tools Grant and Brokerage Report on Workspace2
• 31 January: final submission date for the 2016 2017 December Single Data Return (SDR)
• Negotiations for Entrepreneurial Universities Development Applications will be underway in early 2018, subject to applications being successful.
• Victoria Universities entrepreneurial academic and their research programme commence

Dates for TEC:

• 8 January: publish MPTT Tools Grant and Brokerage report on Workspace2
• start 2017 Investment Plan engagement

February 2018

Dates for TEOs:

• 1 February: Medical Interns Grant report due
• 8 February: final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
• 12 February: Evidence Portfolio (EP) estimates for the PBRF 2018 Quality Evaluation
• 23 February: Entrepreneurial Universities Request for Funding Applications due by 12:00 noon
• 23 February: Nominations for peer review panels for the PBRF 2018 Quality Evaluation close
• 28 February: TEIs receiving Equity Funding for students with disabilities provide annual report
• Submit ICT Graduate School 2017 Annual reports

Dates for TEC:

• 1 February: publish MPTT Tools Grant and Brokerage report on Workspace 2
• February-April interim 2017 EPIs will be available via Nga Kete

March 2018

Dates for TEOs:

• 8 March: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
• 12 March: submit Trades Academies destination data in final quantitative report for 2017
• 12 March: submit Trades Academies progress report for period 1 January to 1 March 2018
• 19 - 21 March: Entrepreneurial Universities Expert Assessment Panel meet to assess applications received
• 31 March: final submission date for 2017 data in the Industry Training Register (ITR)
• 31 March: submit Centres of Research Excellence (CoREs) Reports for: The Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute

Dates for TEC:

• 1 March: publish Māori and Pasifika Trades Training Tools (MPTT) Grant and Brokerage report on Workspace 2
• Review prior year performance and delivery data for literacy, Adult and Community Education (ACE) and Gateway funds. Provide data to TEOs
• Start 2018 Investment Plan engagement with TEOs

April 2018

Dates for TEOs:

• 9 April: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
• 15 April: final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
• 20 April: final date to submit Expression of Interest (EOI) for Joint Ventures and Amalgamation Projects (JVAP) funding, due before 5.00pm
• 27 April: submit April Single Data Return (SDR), including updates for inclusion in 2017 published educational performance indicators (EPIs)
• 30 April: submit Centre of Research Excellence (CoREs) Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga
• TEIs submit Annual Reports

Dates for TEC:

• 1 April: finalise industry training data for 2017
• 2 April: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
• 9 April: upload finalised 2017 industry training educational performance indicators (EPIs) and delivery information to Workspace 2
• 19 April: second cohort of peer review panel members for the PBRF 2018 Quality Evaluation announced
• 27 April: close the 2017 educational performance indicator (EPI) data for providers
• send out final 2017 ITO recoveries advice

May 2018

Dates for TEOs:

• 8 May: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
• 11 May: May fees-free report template and instructions available via Workspace 2
• 14 May: extract date for May fees-free report
• 18 May: May fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

• 1 May: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
• 4 May: final 2017 EPI results available to TEOs via Ngā Kete

Other key dates:

• 17 May: Government Budget announcement

June 2018

Dates for TEOs:

• 8 June: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
• 11 June: submit Trades Academies progress report for period 1 January to 1 June 2018
• 13 June: June fees-free report template and instructions available via Workspace 2
• 14 June: extract date for June fees-free report
• 20 June: June fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

• 1 June: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
• Entrepreneurial Universities negotiations completed and contracts signed

July 2018

Dates for TEOs:

• 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
• 6 July: preliminary submission date for EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation
• 9 July: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
• 11 July: July fees-free report template and instructions available via Workspace 2
• 12 July: extract date for July fees-free report
• 13 July: deadline for draft Investment Plans (TEIs on one or two year Plans)
• 13 July: deadline for draft MOPs and EPICs (all TEIs)
• 13 July: deadline for PTEs to submit final Investment Plans (PTEs on one or two year Plans)
• 13 July: deadline for PTEs to submit final MOPs and EPICs (all PTEs)
• 13 July: resubmission of EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation, due by 4.00pm
• 16 July: Vice-Chancellor’s/Chief Executive Officer’s declaration for the PBRF 2018 Quality Evaluation, due by 4.00pm
• 18 July: July fees-free report due to TEC by uploading to Workspace 2
• 27 July: Gateway mid-year Actuals report due
• 31 July: additional peer review panel members for the PBRF 2018 Quality Evaluation announced
• 31 July: TEOs submitting notices of conflicts of interest in relation to panelists involved in the PBRF 2018 Quality Evaluation, due by 4.00pm

Dates for TEC:

• 1 July: analyse Industry Training Register (ITR) data (payments reduced or withheld where necessary)
• 2 July: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2

August 2018

Dates for TEOs:

• 3 August: (Providers) Fees-Free Report template and instructions sent to you via Workspace 2
• 3 August: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 6 August: (Providers) August fees-free report template and instructions available via Workspace 2
• 7 August: (Providers) Extract date for August fees-free report
• 8 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
• 13 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
• 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
• 20 August: Deadline for final Investment Plans (TEIs on one or two year Plans)
• 20 August: Deadline for final MOPs and EPICs (all TEIs)
• 21 August: Final submission date for August SDR
• 31 August: Gateway applications for new schools close
• Higher risk TEIs provide financial update to TEC
• Provide information requested by KPMG for the PBRF QE 2018 data audit
• Submit ICT Graduate Schools progress reports
• Submit Medical Intern numbers (Otago and Auckland)

Dates for TEC:

• 1 August: Publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2

September 2018

Dates for TEOs:

• 1 September: ITO data snapshot – all data must be up to date in the ITR
• 5 September: (Industry training) Fees-Free Report template and instructions sent to you via Workspace 2
• 7 September: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 9 September: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace2
• 12 September: (Industry training) Fees-Free Report due to TEC by uploading to Workspace 2
• 12 September: (Providers) September fees-free report template and instructions available via Workspace 2
• 13 September: (Providers) Extract date for September fees-free report
• 19 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2
• Check and confirm RDC data for Performance-Based Research fund

Dates for TEC:

• 1 September: Analyse ITR data (payments reduced or withheld where necessary)
• 2 September: Publish MPTT Tools Grant and Brokerage report on Workspace2
• 7 September: ITOs to submit 2019 MoPs and EPICs
• Calculate indicative PBRF funding calculations for 2019
• Start TEO Investment Plan assessment for those TEOs on 1-year plans

October 2018

Dates for TEOs:

• 3 October: (Industry training) Fees-Free Report template and instructions sent to you via Workspace 2
• 5 October: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 8 October: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
• 10 October: (Industry training) Fees-Free Report due to TEC by uploading to Workspace 2
• 17 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
• 18 October: (Providers) Extract date for October Fees-Free Report
• 24 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2

Dates for TEC:

• 1 October: Publish MPTT Tools Grant and Brokerage report on Workspace 2
• Board decisions on 2019 funding allocations made
• Notify providers of adjustments from PBRF wash-up

November 2018

Dates for TEOs:

• 5 November: (Industry training) November Fees-Free Report template and instructions sent to you via Workspace 2
• 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 8 November: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
• 12 November: (Industry training) November Fees-Free Report due to TEC by uploading to Workspace 2
• 14 November: (Providers) November Fees-Free Report template and instructions sent to you via Workspace 2
• 15 November: (Providers) Extract date for November Fees-Free Report
• 21 November: (Providers) November Fees-Free Report due to TEC by uploading to Workspace 2

Dates for TEC:

• 1 November: Publish MPTT Tools Grant and Brokerage report on Workspace 2
• Send 2019 funding confirmation letters to ITOs
• Upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2018

Dates for TEOs:

• 5 December: (All TEOs) December fees-free return template and instructions sent to you via Workspace 2
• 6 December: (Providers) Extract date for December fees-free return
• 7 December: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
• 10 December: Final submission date for MPTT Tools Grant and Brokerage report on Workspace 2
• 12 December: (All TEOs) December fees-free return due to TEC by uploading to Workspace 2
• 17 December: (Providers) January fees-free return template and instructions sent to you via Workspace 2
• 24 December: Submit Trades Academies final quantitative and qualitative reports for period 1 January to 14 December 2018

Dates for TEC:

• 3 December: Publish MPTT Tools Grant and Brokerage report on Workspace 2

January 2017

Dates for TEOs:

• 31 January: final submission date for 2016 Workspace 2 data returns (WS2) for: Adult Community Education (ACE), Refugee English Final Report for 2016, Intensive Literacy and Numeracy (ILN) – Final Report for 2016, Intensive Literacy and Numeracy ESOL (ILN ESOL) – Final Report for 2016, TEO-led Workplace Literacy and Numeracy (WLN) – Final Report for 2016
• 31 January: final submission date for the 2016 December Single Data Return (SDR)
• submit all end-of-year Actuals reports (including all Literacy funds, ACE in Schools, Gateway and Trades Academies).

Dates for TEC:

• 4 January: start prior year funding recovery process
• deliver Q2 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
• publish educational performance indicators (EPI) timeline
• start 2017 Investment Plan monitoring and engagement

February 2017

Dates for TEOs:

• 3 February: CAPEs Request for Funding Applications due by 12:00 noon
• 21 February: TEI Financial Monitoring Framework Review feedback due
• 24 February: Gateway Unit Standard Results for 2016 due on Workspace 2
• 28 February: TEIs receiving Equity Funding for students with disabilities must provide an annual report using the reporting template. The report needs to be submitted via Workspace 2 by 5pm
• CEPs provide financial viability attestations.
• TEIs provide to TEC three-year financial forecasts, indicative 2016 financial results and 2017 budget information

Dates for TEC:

• analyse literacy funds, ACE and Gateway data.
• recoveries advice sent to ITPs, universities and wānanga (February/March)
• week of 13 February: provide 2016 recovery advice to all TEIs, PTEs, CEPs, schools
• week of 8 February: upload 2016 Student Achievement Component (SAC) and Youth Guarantee (YG) EPIs on Analyse My Performance on Workspace 2 (updated if providers have any changes until May)

March 2017

Dates for TEOs:

• 8 March: (TEIs) submit indicative enrolment information via Workspace 2
• 10 March: submit Trades Academies progress report
• 17 March: Request for Funding Applications for Entrepreneurial Universities due by 12:00 noon
• 31 March: final submission date for 2016 Industry Training Register (ITR) data
• 31 March: submit Centre of Research Excellence Annual Reports for: the Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute
• submit (manually) Youth Guarantee Secondary-Tertiary Pilot progress report.
• submit S321 reports

Dates for TEC:

• All Grants Provider Allocations published on TEC website.
• Priority Engineering Workspace 2 report due
• provide input to NZQA for PTE EERs
• publish Plan Guidance (March/April)
• publish Single Data Return (SDR) volume data for previous year
• recalculate PLF adjustments based on final funding for previous year
• reopen Employer-led Workplace Literacy & Numeracy Fund for applications
• review prior year literacy funds, Adult and Community Education (ACE) and Gateway data provided to TEOs
• start 2017 Investment Plan engagement with ITOs and TEOs on one-year plans
• start work on funding methodology development
• upload Performance-Based Research Fund (PBRF) data on Research Degree Completions (RDC) to Workspace 2

April 2017

Dates for TEOs:

• 28 April: submit April Single Data Return (SDR), including updates for inclusion in 2016 published educational performance indicators (EPIs).
• 30 April: submit Centre of Research Excellence Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga.
• (TEIs) submit Annual Reports

Dates for TEC:

• 28 April: close the 2016 educational performance indicator (EPI) data.
• deliver Q3 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation)
• finalise Industry Training performance information for 2016 for publication and upload it to Workspace 2
• send out final 2016 ITO recoveries advice
• upload PLF simulation model to Workspace 2

May 2017

Dates for TEOs:

• 31 May: last date to submit Performance Based Research Fund (PBRF) prior year external research income (ERI) declarations via Workspace 2
• (TEIs) submit 10-year Capital Asset spending intentions and Capital Asset Management capability assessments.
• (TEIs) submit annual audited financial results, updates to forecast financial information

Dates for TEC:

• 15 May: Audit questionnaires issued to TEOs participating in the Performance Based Research Fund (PBRF) 2018 Quality Evaluation
• complete previous year’s recovery of funding
• engage with TEIs and PTEs where required regarding under-delivery and low-performing provision
• Gazette Notice published
• notify participating TEOs of the Audit Methodology for the Performance Based Research Fund (PBRF) Quality Evaluation (QE) 2018 process audit.
• upload TEOs final updated performance against commitments information (SDR) to Workspace 2

Other key dates:

• 25 May: Government Budget announcement.

June 2017

Dates for TEOs:

• 13 June: Audit questionnaires due for TEOs participating in the PBRF 2018 Quality Evaluation
• 14 June: ILN ESOL Actuals, first progress report due
• 14 June: ILN – Refugee English Actuals, first progress report due
• 14 June: Literacy and Numeracy (ILN) Actuals, first progress report due
• 14 June: submit Literacy and Numeracy fund's progress reports
• 14 June: submit Trades Academies progress report
• 14 June: Workplace Literacy and Numeracy (WLN) Actuals, first progress report due
• (ITOs) submit 2016 financial results and 2017 – 2018 forecasts
• Confirm Research degree completions (RDC) by end of June
• Performance Based Research Fund (PBRF) Quality Evaluation (QE) 2018 process audit starts.

Dates for TEC:

• publish April Single Data Return (SDR) interim volume data
• publish TEC Statement of Performance Expectation.
• release 2016 educational performance indicator (EPI) data on TEC website
• upload initial performance-linked funding (PLF) calculations to Workspace 2

Other key dates:

• Annual Maximum Fee Movement (AMFM).
• OECD’s Programme for the International Assessment of Adult Competencies (PIACC) released

July 2017

Dates for TEOs:

• 28 July: Gateway Actuals, first enrolments report due
• 31 July: ITOs submit Investment Plans
• 31 July: submit ACE in Schools MoPs
• (PTEs not exempt from Investment Plans) ─ submit Investment Plans via Workspace 2
• apply to the Ministry of Education (via TEC) for an ESL login to access the Performance Based Research Fund (PBRF) QE 2018 IT system
• apply to the TEC for FTP credentials required to upload EPs and NROs
• submit (manually) Youth Guarantee Secondary-Tertiary Pilot progress report
• submit Trades Academies progress report

Dates for TEC:

• carry out six month analysis of Employer-led Workplace Literacy & Numeracy Fund
• input to NZQA PTE EERs scheduled between September-December
• notify participating TEOs that the PBRF QE 2018 IT system is available for uploading Evidence Portfolios(EPs) and Nominated Research Outputs (NROs)
• notify providers of adjustments from PBRF wash-up
• notify TEOs of PLF adjustments to December payments via Workspace 2
• upload PBRF data on RDC to Workspace 2

August 2017

Dates for TEOs:

• 14 August: Adult Literacy Educator Grants, second progress report due
• 21 August: final submission date for August SDR
• (higher risk TEIs) - provide financial update to TEC
• By 31 August: (TEIs on 1 year plans who need a new plan for 2018) and industry training organisations submit Investment Plans via Workspace 2
• By 31 August: (TEOs) submit updated MoP template with new rates
• By 7 August submit Priority Engineering report via Workspace 2
• Gateway applications for new schools close
• submit Adult Literacy Educator Grant (ALEG) report via Workspace 2
• submit ICT Graduate Schools progress reports
• submit Medical Intern numbers (Otago and Auckland)

Dates for TEC:

• 8 - 9 August: National Literacy and Numeracy Symposium

September 2017

Dates for TEOs:

• 14 September: applications for Māori and Pasifika Trades Training (MPTT) funding for 2018 close
• 28 September: applications for 2018 DualPathways Pilot funding close

Dates for TEC:

• 12 - 14 September: ITENZ Conference
• analyse August SDR (payments reduced or withheld for future months where necessary)
• publish 2016 educational performance indicators (EPIs) using current and new methodology
• start TEI and industry training organisation Investment Plan assessment for those TEIs on 1-year plans
• undertake indicative 2017 PBRF funding calculations

October 2017

Dates for TEOs:

• 13 October: ILN ESOL Actuals, second progress report due
• 13 October: ILN – Refugee English Actuals, first progress report due
• 13 October: Intensive Literacy and Numeracy (ILN) Actuals, second progress report due
• 13 October: Workplace Literacy and Numeracy (WLN) Actuals, first progress report due
• By 06 October - applications for an exception to the Annual Maximum Fee Movement (AMFM) policy due. This application process applies only to courses that start between 1 January 2018 and 31 December 2018.

Dates for TEC:

• Board decisions on 2018 funding allocations made
• deliver Q1 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
• Indicative 2018 PBRF funding calculations made
• PLF threshold scores published (for forthcoming year)
• publish August SDR interim volume data
• publish Tertiary Education Performance Report (Oct/Nov)

November 2017

Dates for TEOs:

• 16 November: Sector Reference Group Investment Approach meeting
• 21 November: submit Priority Engineering report via Workspace 2
• PBRF QE 2018 process audit ends

Dates for TEC:

• 23 November: TEC Annual Report (2016/17) published
• notify TEOs of final funding decisions via funding approval letters (November/December)
• notify TEOs of final performance-linked funding decisions
• provide MACs with indicative allocations for 2017
• publish performance-linked funding threshold scores for next year (Nov/Dec)
• request the indicative number of EPs to be submitted to each panel for the PBRF 2018 Quality Evaluation
• send funding confirmation letters to ITOs
• upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2017

Dates for TEOs:

• 15 December: submit Youth Guarantee Secondary-Tertiary progress report
• 20 December: Gateway Actuals, second enrolments report due
• 22 December: submit Trades Academies progress report

Dates for TEC:

• make performance-linked funding adjustments (based on previous year’s performance)
• publish call for second batch of panellists for the PBRF 2018 Quality Evaluation
• publish updated All Grants Provider Funding information

January 2016

Dates for TEOs:

• 22 January: submit December 2015 priority engineering reports
• 29 January: submit December Single Data Return (SDR)
• submit 2016 Industry Training Register (ITR) data
• submit all end-of-year manual reports (including all Literacy funds Adult and Community Education (ACE) in Schools, Gateway, and Trades Academies)

Dates for TEC:

• deliver Q2 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
• publish educational performance indicators (EPI) timeline
• start 2016 Investment Plan monitoring and engagement
• start prior year funding recoveries

February 2016

Dates for TEOs:

• (CEPs) provide financial viability attestations.
• (TEIs) provide three year financial forecasts to the TEC and indicative 2015 financial results and 2016 budget information

Dates for TEC:

• analyse literacy funds, ACE and Gateway data
• Investment Approach Sector Reference Group meeting.
• upload 2015 Student Achievement Component (SAC) and Youth Guarantee (YG) EPIs on Analyse My Performance on Workspace 2 (updated fortnightly until June)
• upload recoveries advice sent to ITPs, Universities, and Wānanga (February/March)
• upload recoveries advice to Workspace 2: all PTEs, CEPs, schools and wānanga

March 2016

Dates for TEOs:

• (TEIs) submit indicative enrolment information via Workspace 2
• submit (manually) YG Secondary-Tertiary Pilot progress report
• submit ACE in communities and S321 reports
• submit Adult Literacy Educator Grants via Workspace 2.
• submit ITOs audited 2015 year-end financial results and budget 2016 information
• submit ITR data for 2015 - closes 31 March
• submit Trades Academies progress report

Dates for TEC:

• provide input to NZQA for PTE EERs
• publish SDR volume data for previous year
• publish Supplementary Plan Guidance (March/April)
• recalculate PLF adjustments based on final funding for previous year
• reopen Employer-led Workplace Literacy & Numeracy Fund for applications.
• review prior year literacy funds, ACE and Gateway data provided to TEOs
• start 2017 Investment Plan engagement with TEOs
• start work on Funding methodology development
• upload Performance-Based Research Fund (PBRF) data on Research Degree Completions (RDC) to Workspace 2

April 2016

Dates for TEOs:

• submit April SDR (29th)
• submit Centres of Research Excellence (CoREs) annual reports (March/April).
• submit TEI Annual Reports
• submit updates for inclusion in 2015 published EPIs (29th)

Dates for TEC:

• deliver Q3 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation)
• finalise Industry Training performance information for 2015 for publication and upload it to Workspace 2
• make SAC Levels 1 and 2 Competitive application information available.
• send out final 2015 ITO recoveries advice
• take ITR snapshot (1 April)
• update All Grants Provider Allocations published on TEC website
• upload PLF simulation model to Workspace 2

May 2016

Dates for TEOs:

• submit PBRF prior year external research income (ERI) declarations via Workspace 2
• submit TEIs’ annual audited financial results, updates to forecast financial information and report 10-year Capital Asset spending intentions.

Dates for TEC:

• complete previous year’s recovery of funding
• engage with PTEs where required regarding under-delivery and low-performing provision
• Investment Approach Sector Reference Group meeting.
• upload TEOs final updated performance against commitments information (SDR) to Workspace 2

Other key dates:

• Government Budget announcement.

June 2016

Dates for TEOs:

• (ITOs) submit forecast 2017 budget and updated 2016 budget.
• submit Literacy and Numeracy fund progress reports
• submit university draft Investment Plans

Dates for TEC:

• make Mix of Provision (MoP) templates available through Workspace 2
• publish April SDR interim volume data
• publish Supplementary Plan Guidance (if required) to reflect any policy or Budget changes.
• publish TEC Statement of Performance Expectation published
• release 2015 EPI data on TEC website
• send indicative allocation letters to TEOs (For PTEs: June/July)
• start PBRF prior year wash-up
• upload initial PLF calculations to Workspace 2

Other key dates:

• Annual Maximum Fee Movement (AMFM)
• Gazette Notice published (TBC)
• mid-year SDR Roadshow.
• OECD’s Programme for the International Assessment of Adult Competencies (PIACC) released

July 2016

Dates for TEOs:

• (PTEs not exempt from Investment Plans) ─ submit Investment Plans via Workspace 2
• submit (manually) YG Secondary-Tertiary Pilot progress report.
• submit ACE in Schools MoPs by 31 July
• submit Gateway progress reports via Workspace 2
• submit Trades Academies progress report

Dates for TEC:

• carry out six month analysis of Employer-led Workplace Literacy & Numeracy Fund.
• input to NZQA PTE EERs scheduled between September-December
• notify TEOs of PLF adjustments to December payments via Workspace 2
• upload PBRF data on RDC to Workspace 2

August 2016

Dates for TEOs:

• (higher risk TEIs) - provide financial update to TEC
• (TEIs) submit indicative enrolment information via Workspace 2
• (TEIs) submit Investment Plans via Workspace 2 by 31 August
• (TEOs) submit updated MoP by 31 August
• Gateway applications for new schools close
• release Gateway initial allocation letters(TBC)
• submit Adult Literacy Educator Grant (ALEG) report via Workspace 2
• submit August SDR
• submit ICT Graduate Schools progress reports
• submit Medical Intern numbers submitted (Otago and Auckland).
• submit Priority Engineering report via Workspace 2

Dates for TEC:

• Investment Approach Sector Reference Group meeting
• National Literacy and Numeracy Symposium (8-9 Aug).
• publish 2015 EPIs using current and new methodology
• upload PBRF RDC data to Workspace 2

September 2016

Dates for TEC:

• analyse August SDR (payments reduced or withheld for future months where necessary).
• start TEI Investment Plan assessment
• undertake indicative 2017 PBRF funding calculations

October 2016

Dates for TEOs:

• submit Literacy and Numeracy fund progress reports
• TEC Roadshow.

Dates for TEC:

• deliver Q1 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
• publish August SDR interim volume data
• publish Tertiary Education Performance Report (Oct/Nov)

November 2016

Dates for TEOs:

• Sector Reference Group Investment Approach meeting – 16 November.

Dates for TEC:

• notify TEOs of final funding decisions via funding approval letters (November/December)
• notify TEOs of final performance-linked funding decisions
• provide MACs with indicative allocations for 2017
• publish performance-linked funding threshold scores for next year (Nov/Dec)
• send funding confirmation letters to ITOs on 2-year plans
• TEC Annual Report (2015/16) published – 23 November.
• upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2016

Dates for TEOs:

• submit Gateway reports – by 20 December.
• submit Youth Guarantee Secondary-Tertiary progress report – by 15 December

Dates for TEC:

• make performance-linked funding adjustments (based on previous year’s performance).
• publish updated All Grants Provider Funding information