Industry Training Fund

Monitoring and reporting

2010

There are three main reporting requirements for ITOs[1] for Investment Plan monitoring:

• Data required under the ITO Performance Measurement System (PMS).
• Data required for Performance Measure 18 reporting - note, from 2011 you will need to report using the reporting of financial information template. 
• Data on ITO progress against the Tertiary Education Strategy priorities, key shifts, and three-year outlook.

2011

There are three main reporting requirements for ITOs for Investment Plan monitoring:

• Data required by the Industry Training Register, including trainee enrolment changes and withdrawals under Rule ENR077[2].
• Data required for Performance Measure 18 reporting
• Data on ITO progress against the Tertiary Education Strategy priorities.

ITOs must provide annual financial reports under Condition MOR114[3].

Under Condition MOR116[4] ITOs must provide quarterly statistical reports to the Tertiary Education Commission until the Industry Training Register is fully functional.

All reporting must be provided through the Industry Training Register once it is fully functional.

There are seperate reporting requirements for Embedded Literacy and Numeracy funding and Sector Leadership funding.

Data reported by ITOs and Modern Apprenticeships Co-ordinator organisations is available online.

• [1]

  Industry training organisations (ITOs)

• [2]

  Rule ENR077: Enrolment changes and withdrawals

  To meet auditable standards, tertiary education organisations (TEOs) must record domestic student and trainee withdrawals.

  TEOs other than industry training organisations (ITOs) must record withdrawals on a withdrawal form, and must also record any change in enrolment or withdrawal in their student management system for reporting in the Single Data Return.

  ITOs must record trainee enrolment changes (including putting training on hold) and withdrawal from training in their trainee management system, for reporting in the Industry Training Register.

• [3]

  Condition MOR114: Reporting and financial viability

  This requirement applies to tertiary education organisations (TEOs) that are not institutions, and do not provide financial reports to a Government agency other than the Tertiary Education Commission (TEC).

  Such TEOs not registered with the New Zealand Qualifications Authority, and receiving funding from the TEC, must provide the TEC, within ninety days of their financial year-end, an attestation as to that TEO's financial performance, in the format prescribed by the TEC. Industry Training Organisations must also provide this attestation.

• [4]

  Condition MOR116: ITO reporting

  Industry training organisations must provide statistical information and reports to the Tertiary Education Commission until the Industry Training Register (ITR) is fully functional.

  All reporting of trainee enrolment events and credit achievement must be provided through the Industry Training Register once it is fully functional.

  Industry Training Organisations must provide, by 30 April each year, an annual statutory declaration as to the accuracy and veracity of the information provided.