Source: Tertiary Education Commission
Last updated 27 May 2025
Keep track of all the important dates with our business calendar.
Tirohia ngā rā whakahirahira e iri ana i tā mātou maramataka umanga.
The calendar includes key dates for the tertiary sector, including tertiary education institutions (TEIs), universities, private training establishments (PTEs), wānanga, Te Pūkenga and state or state-integrated schools.
September 2025
Dates for TEOs:
26 September: Universities, Wānanga and Te Pūkenga to submit updated 2025, 2026 & 2027 forecasts and 2024 audited information if differs materially to that submitted in May
October 2025
Dates for TEOs:
1 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
8 October: October Fees Free All Enrolments and Costs open
9 October: October Fees Free All Enrolments and Costs extract date
10 October: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
14 October: 1 Jan 2025–30 September 2025 Progress Report due for ACE, ILN and ELT
15 October: October Fees Free All Enrolments and Costs returns due
November 2025
Dates for TEOs:
3 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
12 November: November Fees Free All Enrolments and Costs open
13 November: November Fees Free All Enrolments and Costs extract date
19 November: November Fees Free All Enrolments and Costs returns due
December 2025
Dates for TEOs:
1 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
4 December: November Fees Free Programmes and Fees and Schedule of Fees returns due
10 December: December Fees Free All Enrolments and Costs open
11 December: December Fees Free All Enrolments and Costs extract date
15 December: Gateway Final Actuals report due
January 2026
Dates for TEOs:
21 January: December Fees Free All Enrolments and Costs returns due
February 2026
Dates for TEOs:
20 February: Gateway Unit Standards report due
January 2025
Dates for TEOs:
1 January: SDR round opens
13 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
15 January: December Fees Free All Enrolments and Costs returns due
16 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
31 January: ITR data for 2024 should be as up to date as possible
31 January: SDR round closes
February 2025
Dates for TEOs:
3 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
7 February: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
7 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
11 February: 2024 Preliminary SDR Wash-ups communicated
12 February: February Fees Free All Enrolments and Costs open
13 February: February Fees Free All Enrolments and Costs extract date
19 February: February Fees Free All Enrolments and Costs returns due
23 February: Gateway Unit Standards report due
24 February: Universities, Wānanga and Te Pūkenga to submit 2024 unaudited results and 5 years forecasts
March 2025
Dates for TEOs:
1 March: 2025 March Indicative Report extract date
1 March: 2025 March Indicative Return Round starts on DXP Ngā Kete
3 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
6 March: 2025 March Indicative Return Round closes
6 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
12 March: 2024 Final SDR Wash-ups communicated
12 March: March Fees Free All Enrolments and Costs open
13 March: March Fees Free All Enrolments and Costs extract date
19 March: March Fees Free All Enrolments and Costs returns due
24 March: Gateway Unit Standards report opens
31 March: Final submission date for 2024 data in the ITR; and data up to 31 March 2025 should be as up to date as possible
April 2025
Dates for TEOs:
1 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
4 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
7 April: Gateway Midyear Actuals report opens
9 April: April Fees Free All Enrolments and Costs open
10 April: April Fees Free All Enrolments and Costs extract date
11 April: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
11 April: Extract date for April 2025 SDR
14 April: SDR round opens
15 April: 2024 Final ITR Wash-ups communicated
23 April: April Fees Free All Enrolments and Costs returns due
29 April: SDR round closes
May 2025
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
14 May: May Fees Free All Enrolments and Costs open
15 May: May Fees Free All Enrolments and Costs extract date
21 May: May Fees Free All Enrolments and Costs returns due
30 May: Universities, Wānanga and Te Pūkenga submit their 2025 Capital Asset Management (CAM) Independent Assessments
30 May: Universities, Wānanga and Te Pūkenga to submit their 2024 Audited results and 5 years forecasts
31 May: Performance-based Research Fund – External Research Income Actuals for 2024 year due
June 2025
Dates for TEOs:
3 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
6 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
11 June: June Fees Free All Enrolments and Costs open
12 June: June Fees Free All Enrolments and Costs extract date
13 June: 1 Jan 2025–31 May 2025 Progress Report due for ACE, ILN and ELT
13 June: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
18 June: June Fees Free All Enrolments and Costs returns due
30 June: ITR data for 2025 should be as up to date as possible
July 2025
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 (2024 actuals and 10-year forecasts)
4 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
4 July: Providers submit proposed Plans
9 July: July Fees Free All Enrolments and Costs open
10 July: July Fees Free All Enrolments and Costs extract date
15 July: Universities and Wānanga to submit 1 January to 30 June 2025 Financial results for Crown consolidations
16 July: July Fees Free All Enrolments and Costs returns due
18 July: Gateway Midyear Actuals report due
August 2025
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 2025 SDR
8 August: August SDR opens
8 August: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
13 August: August Fees Free All Enrolments and Costs open
14 August: August Fees Free All Enrolments and Costs extract date
21 August: Final submission date for August SDR
27 August: August Fees Free All Enrolments and Costs returns due
29 August: PTEs with 31 March year ends submit annual financial reports
31 August: ITR data should be as up to date as possible
September 2025
Dates for TEOs:
1 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
4 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
10 September: September Fees Free All Enrolments and Costs open
11 September: September Fees Free All Enrolments and Costs extract date
17 September: September Fees Free All Enrolments and Costs returns due
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
31 December: Extract date for December Fees Free All Enrolments and Costs returns
31 December: Extract date for the December 2024 SDR
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 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
