-
All organisations receiving Adult and Community Education (ACE) funding must: Work with communities and other local ACE providers in the development of their ACE programmes and activities to meet identified community learning needs, and Comply with ACE quality assurance arrangements, which includes ongoing annual self-review of progress against the arrangements.
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must: not seek or obtain funding from any other Crown source to fund the same part of the TEO's activities funded by the Tertiary Education Commission (TEC), unless authorised by the TEC notify the TEC immediately the TEO becomes aware of any circumstances that might result in a breach of this condition.
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Type:
-
Rule or condition
-
Where funding is owed by a tertiary education organisation (TEO) to the Tertiary Education Commission (TEC), it will be recovered by one or more of the following methods: A reduction in the next payment due If the next payment due is not large enough, then the TEC will also issue a 'letter of demand' for the remaining funding to be repaid Set-off against any funding or money payable to the TEO …
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Type:
-
Rule or condition
-
Every tertiary education organisation (TEO) to which funding is payable by the Tertiary Education Commission (TEC) must, if required on reasonable grounds, satisfy the TEC that the TEO's financial viability or other circumstances: will not put funding paid to the TEO at risk are not such that payments to the TEO may be unjustified will not put the delivery of funded courses and qualifications t…
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Type:
-
Rule or condition
-
In relation to monitoring, private training establishments, rural education activities programmes, and schools must do all the following: Make available any financial reports, statistical or other information necessary to demonstrate compliance with any condition attached to any funding, at the request of the TEC* Inform learners when they enrol that their records may be accessed for monitoring…
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Type:
-
Rule or condition
-
Rural Education Activities Programmes (REAPs) and schools must contact the Tertiary Education Commission (TEC) with any changes in circumstances that may affect funding eligibility, including the ability to meet the conditions of the Investment Plan or any funding agreement with the TEC.
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Type:
-
Rule or condition
-
Tertiary education organisations receiving Student Achievement Component (SAC) funding must report through the Single Data Return (SDR) by the date listed in the SDR extract timetable. Reporting includes course and qualification completions. If a SAC-funded TEO fails to submit the SDR electronically in accordance with the SDR manual requirements, the Tertiary Education Commission may suspend…
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Type:
-
Rule or condition
-
Student Achievement Component-funded tertiary education organisations must complete a Single Data Return for the following: All valid learner enrolments, both formal and informal All learner withdrawals, both formal and informal.
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) receiving Intensive Literacy and Numeracy funding must submit three reports to the Tertiary Education Commission for the year in which funding applies. This includes two update reports on the following: Number of learners Learner hours The National Student Number (NSN) for all learners enrolling during the reporting period. The first and second reports a…
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Type:
-
Rule or condition
-
The Annual Maximum Fees Movement (AMFM) policy applies to fees and course costs that tertiary education organisations (TEOs) receiving Student Achievement Component (SAC) funding charge domestic students enrolled in courses leading to a short award, certificate, diploma, undergraduate degree, or postgraduate qualification. The policy also applies to organisations funded by a grant under section…
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Type:
-
Rule or condition
-
The AMFM policy applies to fees charged to: all domestic students enrolled in courses subject to the policy, whether those students attract Student Achievement Component funding or not international PhD students who are enrolled as domestic students, but not to those enrolled as foreign students.
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Type:
-
Rule or condition
-
For a course that spans more than one calendar year, the applicable fee to be charged to a learner enrolled on that course is the fee applying to the year in which the course starts. The start date of the qualification of which that course is a part is not relevant.
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Type:
-
Rule or condition
-
The AMFM policy applies to compulsory costs. A cost is classed as compulsory when all of the following apply: The tertiary education organisation is the sole source of the item to which the cost relates All learners are required to pay the charge The charge is not exempt under the fees policy.
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Type:
-
Rule or condition
-
For AMFM policy purposes, fee/course costs include the following: Tuition fees Compulsory administration charges Examination fees Material charges Field trips, including any accommodation cost integral to the trip Any compulsory purchase of equipment or books, specific to the course, through the TEO Other charges associated with a course or programme of study.
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Type:
-
Rule or condition
-
The following items are not subject to the Annual Maximum Fee Movement policy: The cost of returning exam scripts or exam recounts International handling charges for domestic students living overseas and studying extramurally Compulsory books or equipment that learners can purchase from either the tertiary education organisation or another source Student association fees Learner service levies…
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Type:
-
Rule or condition
-
The Annual Maximum Fee Movement policy does not apply to: professional masters’ and professional doctoral degrees courses that are not approved for Student Achievement Component funding (other than those funded under section 321 of the Education Act 1989).
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Type:
-
Rule or condition
-
If a tertiary education organisation (TEO) does not increase a fee by the full percentage of the Annual Maximum Fee Movement, the unused portion cannot be accrued for use in a following year. TEOs cannot apply a notional discount to a fee never actually charged to learners, for notional removal in a following year.
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Type:
-
Rule or condition
-
Where different fees are charged, the highest fee/course costs that any group of learners may be required to pay to the tertiary education organisation is to be reported as the benchmark fee. A tertiary education organisation (TEO) cannot set a benchmark fee that is higher than the highest fee ever charged to an intake of learners. Fee discounts If a tertiary education organisation discounts th…
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Type:
-
Rule or condition
-
This condition applies if a tertiary education organisation's (TEO’s) (the "exiting TEO") courses are incorporated into either of the following (the "continuing TEO") through merger or sale: Another existing TEO A new TEO created to merge the delivery of two or more exiting TEOs. If the continuing TEO has similar courses to those delivered by the exiting TEO, the incorporated (transferring)…
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Type:
-
Rule or condition
-
This Condition applies if the Tertiary Education Commission does either of the following in the case of a sale or merger between tertiary education organisations (TEOs): Continues a funding relationship with a TEO that continues to exist and deliver funded courses Establishes a funding relationship with a new TEO created specifically for delivering those courses, and for that delivery. In this…
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Type:
-
Rule or condition
-
The Annual Maximum Fee Movement (AMFM) applies to non-degree, undergraduate, and postgraduate courses approved for Student Achievement Component (SAC) funding delivered to domestic students by Tertiary Education Organisations (TEOs) receiving SAC funding. It also applies to courses funded under section 321 of the Education Act 1989. TEOs may increase fee/course costs by a maximum of 4% per year…
-
Type:
-
Rule or condition
-
The following apply to fee/course costs for new courses: Fee/course costs for new courses must be in line with, or lower than, fee/course costs charged for existing similar courses on a dollar per Equivalent Full-Time Student (EFTS) unit basis Tertiary education organisations (TEOs) must compare the fee/course costs for new courses: firstly against those charged for the TEO’s similar courses (i…
-
Type:
-
Rule or condition
-
If a tertiary education organisation does not comply with the Annual Maximum Fee Movement policy as set out in the Education Act 1989, the Minister's funding determination, and the Rules and Conditions published by the Tertiary Education Commission (TEC), the TEC may withdraw Student Achievement Component funding approval for the courses involved.
-
Type:
-
Rule or condition
-
If a tertiary education organisation (TEO) breaches the fees policy, but subsequently corrects its fee/course costs, the TEO must promptly refund the overcharged component of the fee/course costs as applicable. If a learner has borrowed from StudyLink to pay fee/course costs, the TEO must refund StudyLink - not the learner.
-
Type:
-
Rule or condition
-
If the Tertiary Education Commission (TEC) confirms that fee/course costs exceed that allowed by the Annual Maximum Fee Movement policy, and the tertiary education organisation wants to continue charging the fee/course costs, the TEC may: withdraw funding approval for that course recover the funding already provided (if any) through a wash-up following the next Single Data Return submission.
-
Type:
-
Rule or condition
-
If a tertiary education organisation (TEO) is approached with learners’ concerns over fee/course costs breaching the Annual Maximum Fee Movement policy it must: seek to resolve learner complaints according to the TEOs’ learner complaints policies promptly refer unresolved learner complaints to the Tertiary Education Commission (TEC). The TEC will then investigate and involve the TEO and…
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Type:
-
Rule or condition
-
Tertiary education organisations must financially support the equipment infrastructure required to deliver their approved qualifications, rather than require learners to individually purchase such items. Equipment infrastructure may be one or both of the following: Items of hardware that are of high cost Equipment that has an expected life and/or depreciation period that is long enough to cover…
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must not use Student Achievement Component funding and fees or compulsory course costs to directly or indirectly provide individual post-study possession of material items. Certain items may be exempt only if all of the following apply: They are personal to individual learners They cannot be made available to several intakes of learners, for example for…
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must contact the Tertiary Education Commission (TEC) in the following situations: Any loss or damage to records that might affect the TEC’s ability to audit the TEO Changes in circumstances that may impact on funding eligibility Change in circumstances that may affect the TEO's ability to meet the conditions of the Investment Plan agreed with the TEC or t…
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Type:
-
Rule or condition
-
The following principles underlie all requirements regarding inducements and are to be read as part of all conditions: Tertiary education organisations (TEOs) should not use public funds, whether in the form of tuition subsidies or student loans for fees/course costs, to fund private possession of material items Educational involvement and learning outcomes should be the motivation for learner…
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) that receive Tertiary Education Commission (TEC) funding must use the funding responsibly. Example: TEOs must not use TEC or other government funding to fund items or activities such as lobbying or enrolment inducements.
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Type:
-
Rule or condition
-
No course is eligible, or retains approval, for Student Achievement Component funding or approval for learner access to student allowances and the Student Loan Scheme if: learners obtain, as a result of enrolment or course completion, ongoing post-study possession of material items other than those that the TEC specifically allows the prospect of material or financial gain or personal advantage…
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Type:
-
Rule or condition
-
To comply with inducement policy, a scholarship comprising a fee refund by the tertiary education organisation must be paid directly to StudyLink or Inland Revenue (as appropriate) to offset any student loan amount owed by the learner recipient in relation to the course to which the scholarship applies, before any residual amount is paid to the learner.
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Type:
-
Rule or condition
-
A class of day school students, delivered by schools, private training establishments, rural education activities programmes, or community providers, may not be re-organised as an ACE course even if it is taken outside usual day school hours.
-
Type:
-
Rule or condition
-
Rural education activities programmes may seek and receive co-payments from sources other than the TEC for the development and operation of brokerage and facilitation services for community learning opportunities to communities of learners.
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Type:
-
Rule or condition
-
All tertiary education organisations recieving Adult and Community Education (ACE) funding must meet the ACE quality assurance arrangements by: Designing and providing ACE programmes and activities that align with the three funded ACE priorities; Developing and maintaining systems and practices that underpin ongoing quality assurance, including an annual self-review of those systems and…
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Type:
-
Rule or condition
-
Organisations receiving Adult and Community Education (ACE) funding must do both the following: Meet external audit and review requirements for ACE quality assurance Complete an annual self-review of the ACE quality assurance action plan.
-
Type:
-
Rule or condition
-
Any private training establishment, rural education activities programme, community provider or school that accumulates surplus Adult and Community Education (ACE) funds from its ACE income at the end of any financial year must retain this ACE surplus within the ACE ledger to be carried forward to successive years.
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Type:
-
Rule or condition
-
Diplomatic personnel, their dependent children and other family members are entitled to domestic student status if they are citizens of a country with which New Zealand has a reciprocal agreement on tertiary fees and meet one of the following: In the case of diplomatic staff, are not engaged in full time study In the case of family members, form part of a diplomatic staff member’s household In…
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Type:
-
Rule or condition
-
If secondary school students also study at a tertiary education organisation (TEO), the school and the TEO must ensure government funding for the learner is only claimed to the extent that the learner is engaged at the respective institutions.
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Type:
-
Rule or condition
-
Student Achievement Component funding can be claimed by a tertiary education organisation for enrolments of secondary school students over the age of 16 only if both of the following are satisfied: The learner is not required to be absent from school during school hours to undertake the tertiary study, unless the school claims reduced funding for the learner The learner has a letter from their…
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Type:
-
Rule or condition
-
Tertiary education organisation (TEOs) must not accept learners younger than 16 years of age unless both of the following are satisfied: The learner has one of the following: A school exemption certificate from the Ministry of Education if the learner is full time with the TEO A letter from their secondary school principal (whether the learner wishes to enrol with a TEO within school hours or o…
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Type:
-
Rule or condition
-
Recognised prior learning (RPL) requires clear documentation showing why the decision was made to accept RPL. Note: this applies to industry trainees as well as Student Achievement Component funded students. Examples of documentation include: an academic transcript, or an assessor’s record that the learner has demonstrated the required knowledge or skill.
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Type:
-
Rule or condition
-
The tertiary education organisation (TEOs) must review the documentation of recognised prior learning during the admission process to ensure the Tertiary Education Commission does not fund the learner twice for the same programme of study or other acquisition of learning. TEOs must not claim funding for recognised prior learning credited to a learner. Note: this applies to industry trainees as…
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Type:
-
Rule or condition
-
When publishing admission information, the tertiary education organisation (TEO) must ensure it is accessible, appropriate, stable and timely as follows: Before learners enrol, TEOs must publish admission information in a calendar, prospectus, application form or other publications reasonably available to learners Admission information must include all the following: Admission requirements…
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) may restrict the admission of learners through any of the following: Minimum entry standards for qualifications or courses Requirements for satisfactory academic progress Requirements for academic completion Setting admission limits in line with the TEO's Student Achievement Component funding level approved in its Plan.
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Type:
-
Rule or condition
-
Subject to the Education Act 1989, tertiary education organisations must restrict the admission of learners in the case of qualifications or courses that have admission criteria set by a national agency.
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Type:
-
Rule or condition
-
Tertiary education organisations must ensure their admission regulations specify the basis on which admission with preferential placement may occur.
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Type:
-
Rule or condition
-
Tertiary education organisations must: specify the conditions upon which learners may defer their enrolment start dates ensure a claim for funding is not made for a learner whose enrolment is deferred. Note: This rule applies to Student Achievement Component funding and, in the case of industry trainees, Industry Training Funding
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Type:
-
Rule or condition
-
When confirming admissions, tertiary education organisations (TEOs) must: enrol learners who meet the TEO’s minimum entry standards for a qualification or course, unless entry to the qualification or course is restricted or the TEO is allowed to not enrol such learners ensure any committee or individual staff member who makes admission or selection decisions: has the delegated authority to make…
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Type:
-
Rule or condition
-
Tertiary education organisations must keep admission records that: confirm whether they have admitted, re-admitted or not admitted each learner are an auditable record of admission decisions with relevant documentation until the period has passed in which learners may appeal against an admission decision.
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must: notify learners of any documentation they need to submit, for example they may require learners who have studied with another TEO to provide an academic record not claim valid enrolments for Student Achievement Component (SAC) funding on the basis of applications for admission and enrolment alone. The additional requirements for a valid enrolment fo…
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must verify the identity of learners (domestic and foreign students) if the learner is enrolling in a programme of study leading to a qualification with an Equivalent Full-Time Student value of greater than 0.03. To verify a learner’s identity, the TEO must validate the learner’s: full legal name date of birth gender citizenship or residency status. First…
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Type:
-
Rule or condition
-
Tertiary education organisations must record sightings of documents of identity, date of birth, citizenship and residency. The person who sighted the documents must sign and date the learner’s enrolment record. Note: TEOs do not need to retain copies of documents of identity, date of birth, citizenship and residency after they have recorded their sighting on the learner’s record. Learner…
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Type:
-
Rule or condition
-
Tertiary education organisations must use the identification documents described in the following table to verify learner identity: Learner status Evidence of identity New Zealand citizens (domestic students) New Zealand citizens must supply one of the following: Passport. If a learner is recorded as a child on their parent's passport, they may use their parent's passport as evidence of…
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Type:
-
Rule or condition
-
A verified copy of an original document is acceptable for verifying identity. A verified copy is a photocopy that has been confirmed and signed by an authorised person who has sighted the original document. An authorised person is a person listed in the Oaths and Declarations Act 1957 as able to take declarations. This person could be a: Barrister or Solicitor of the High Court Justice of the…
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Type:
-
Rule or condition
-
Tertiary education organisations must include the National Student Numbers for all learners reported within their Single Data Returns.
-
Type:
-
Rule or condition
-
Tertiary education organisations must store all identity information recorded in the learner’s National Student Index record, such as: Name Gender Date of birth Residential status The sighting of verification documents.
-
Type:
-
Rule or condition
-
A tertiary education organisation (TEO) must not claim Student Achievement Component (SAC) funding in relation to a learner unless the learner has completed an enrolment that is valid for SAC funding. An enrolment is valid for SAC funding if all of the following requirements are met: The learner has domestic student status, or is a foreign student enrolled in a research-based postgraduate…
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Type:
-
Rule or condition
-
Tertiary education organisations may design and use their own internal policies and processes for managing learner admission and enrolment as long so they cover all 11 steps below and meet the requirements of the Education Act 1989: The TEO provides information on qualifications, including courses The learner applies to the TEO for admission and enrolment (separately or together) The TEO verifi…
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Type:
-
Rule or condition
-
A tertiary education organisation’s policies on learner admission and enrolment must result in an auditable process, which may be electronic or paper-based. Note: this applies to industry trainees as well as instititution-based students.
-
Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) may restrict the entry of learners to a qualification or course on the following grounds: Student Achievement Component (SAC) funding for the qualification is limited to a maximum amount or number of Equivalent Full-Time Student units The TEO has enrolments meeting the total SAC funding specified in its agreed Investment Plan Insufficient staff Insufficie…
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Type:
-
Rule or condition
-
If a tertiary education organisation offers a learner whose admission to a restricted course or programme has been declined an alternative place in a different qualification or course, the learner must formally accept the alternative offer in order to enrol.
-
Type:
-
Rule or condition
-
For courses or qualifications with selection criteria or restrictions, a tertiary education organisation must do both of the following: Ensure its council (in the case of tertiary education institutions) or committee or individual staff member with delegated authority determines the: maximum number of learners who may be enrolled in a particular qualification or course for a particular year…
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) may make an enrolment offer in writing or electronically, provided the offer meets all the following: Is clearly made on behalf of the TEO Is in a form that the learner and the TEO can retain Results in a permanent record held by the TEO.
-
Type:
-
Rule or condition
-
Tertiary education organisations can use the Ministry of Education's generic enrolment form and add fields, but they must capture in the form the mandatory information detailed in the Single Data Return manual.
-
Type:
-
Rule or condition
-
The tertiary education organisation (TEO) must sign learners’ enrolment forms, on paper or electronically, to declare the documentation is accurate and complete. Once the TEO has made this declaration, it must include the learners' information in the Single Data Return.
-
Type:
-
Rule or condition
-
Tertiary education organisations must confirm a learner’s enrolment by one of the following: The issue of a receipt for payment for fees/course costs The issue of a student identification card A letter with details of the learner’s courses. TEOs must validate learners' signed enrolment forms by countersigning them.
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Type:
-
Rule or condition
-
If a learner breaches their enrolment contract, for example the learner fails to pay their tuition fees (including compulsory course costs), the enrolment is invalid for Student Achievement Component funding unless both the following are met: The learner has made a commitment to pay tuition fees (through the enrolment contract or through attendance on the course) The tertiary education…
-
Type:
-
Rule or condition
-
If a tertiary education organisation (TEO) requires a learner to re-enrol to continue studying for another teaching period, the TEO must enter into a new enrolment contract with the learner.
-
Type:
-
Rule or condition
-
The principal tertiary education organisation in a subcontracting arrangement is responsible for documenting the compliance and enrolment requirements of the Education Act 1989, and of the Tertiary Education Commission, to an auditable standard.
-
Type:
-
Rule or condition
-
If a learner changes their enrolment or withdraws from one or more courses, the tertiary education organisation (TEO) must update the learner’s enrolment contract to reflect the change(s). The TEO must send a copy of the updated enrolment contract to the learner.
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) are responsible for security regarding learner electronic enrolments, and must specify appropriate security standards for staff and learners. Electronic signatures are acceptable when processes meet the specified level of security. Example: When using an electronic signature the learner uses an authenticated unique identifier and a password, which the…
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Type:
-
Rule or condition
-
When issuing a unique identifier, the tertiary education organisation must do both of the following: authenticate the unique identifier through a passport or birth certificate when it is first issued ensure the unique identifier is: a minimum length (normally six digits) system generated randomly generated or based on user-supplied information not based on easily accessible information, for…
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Type:
-
Rule or condition
-
When issuing a unique identifier, the tertiary education organisation must require learners to make a written statement with an original signature to declare that they: confirm that their evidence of identity belongs to them authorise the use of their unique identifier for admission and enrolment purposes accept responsibility for all uses of their unique identifier agree not to give their uniq…
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Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must use current generally accepted standards of encryption for electronic learner enrolment processes. The TEO must then apply one or more of the following options for issuing authenticated identification: Authentication in person Postal applications Internet applications.
-
Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) may accept online applications without proof of identity, and complete enrolment procedures later. In such cases, TEOs must ensure the learner completes a valid enrolment, according to the requirements for a valid enrolment set out in this documentation, before they report the enrolment through the Single Data Return to support any Student Achievement…
-
Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must do all of the following: Specify the period in which learners may change their enrolments or withdraw without penalty (less any administration charge) Cancel the enrolment of any learner who withdraws during the specified period for change or withdrawal. The enrolment must not be reported in the Single Data Return (SDR) Only claim Student Achievement…
-
Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must meet the following time period requirements when changes are made to enrolments supporting Student Achievement Component (SAC), including Youth Guarantee, funding: The period for change of enrolment and withdrawal must be measured from the date the teaching of a course commences TEOs must retain records of course involvement that are at an auditable…
-
Type:
-
Rule or condition
-
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…
-
Type:
-
Rule or condition
-
The minimum time period for a learner who withdraws from any course to be eligible to support Student Achievement Component (SAC) funding is 10% of the course completed or one month completed, whichever is the lesser. If a learner withdraws, or is withdrawn, and receives any fee refund (where fees apply), the tertiary education organisation (TEO) may only claim the same proportion of the SAC…
-
Type:
-
Rule or condition
-
Tertiary education organisations (TEOs) must provide each learner with an invoice that: itemises the fees/course costs of each course in which the learner enrols links to the qualification(s) and courses the learner applied for on their enrolment form, and that have been included in the TEO's enrolment offer.
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Type:
-
Rule or condition
-
When collecting payment of fees via a student loan, tertiary education organisations (TEOs) must complete the following before recording fees/course costs: Gain the learner’s agreement to authorise the payment of fees/course costs from their loan account. TEOs must send a Verification of Study to StudyLink Receive confirmation that StudyLink has accepted the learner’s loan application Inform…
-
Type:
-
Rule or condition
-
When learners have paid their tuition fees and associated costs, the tertiary education organisation must record the payment of fees on their student management system and issue a receipt.
-
Type:
-
Rule or condition
-
A tertiary education organisation’s student management system must meet the following standards. It must: meet Student Achievement Component (SAC) recording and reporting requirements. This includes linking learner enrolments to academic qualifications and courses, and to Single Data Return requirements be documented to ensure users understand how the system works provide auditors with the…
-
Type:
-
Rule or condition
-
Tertiary education organisations must record the following details of each learner’s programme of study: Confirmation of the learner’s application, admission, enrolment contract and payment of tuition fees and associated costs The qualification(s) in which the learner is enrolled for the current and previous teaching periods* The courses in which the learner is enrolled for the current and…
-
Type:
-
Rule or condition
-
Tertiary education organisations must record learner results and report on result information as follows: The main assessment results of courses and/or qualifications for the enrolment period Other relevant academic information, for example scholarships awarded Information required for reporting to the Ministry of Education and the Tertiary Education Commission in the Single Data Return…
-
Type:
-
Rule or condition
-
If a tertiary education organisation (TEO) cannot claim Student Achievement Component funding in relation to a learner enrolment, the TEO must still collect the information required for their Single Data Return.
-
Type:
-
Rule or condition
-
Tertiary education organisations must keep the following records for the periods listed. Records Period Fees/course costs charged to learners, for example invoices and receipts 10 years Confirmation of a learner's eligibility to study 10 years Enrolment offers and contracts (including contracts with learners who withdraw), and enrolment records supporting Student Achievement Component funding…
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Type:
-
Rule or condition
-
Rural education activities programmes (REAPs) can enrol learners who are younger than 16 in Adult and Community Education programmes. These enrolments must constitute less than 10 percent of total numbers. All learners must be residents in the geographic area covered by the REAP as defined by the Ministry of Education.
-
Type:
-
Rule or condition
-
If a tertiary education organisation intends to cancel a course, it must inform learners affected by the cancellation by the end of the specified period for withdrawal.
-
Type:
-
Rule or condition
-
For organisations to receive Adult and Community Education funding, learners must meet all of the following criteria: Be aged 16 years or older Be a New Zealand citizen or Permanent Resident, currently resident in New Zealand Not be enrolled in secondary school full-time, subject to Rule ENR516.
-
Type:
-
Rule or condition
-
In exceptional circumstances a full time secondary school student aged 16 years or older, including adult students, may be enrolled in an Adult and Community Education (ACE) course/activity, subject to the following: The course or activity must occur outside normal school hours The student must have written approval from the student’s school principal The student must have written approval from…
-
Type:
-
Rule or condition
-
When a tertiary education organisation (TEO) fails to remedy a compliance breach within the timeframe set by the Tertiary Education Commission (TEC), the TEC may, without limiting its rights under any funding agreements with the TEO, do one or more of the following: Suspend funding for a period that the TEC considers appropriate Recover funds on demand or off set against any funds payable by th…
-
Type:
-
Rule or condition
-
Significant changes to a qualification include changes to the: Equivalent Full-Time Student (EFTS) value of a qualification, which may result from a change in the credit value, or a change in the number of teaching weeks or learning hours. However, if the change in EFTS value is the result of revision of a unit standard, the tertiary education organisation (TEO) does not require re-approval fro…
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Type:
-
Rule or condition
-
A qualification is ineligible for Student Achievement Component or Youth Guarantee funding if any of the following apply: It has been developed for a specific employer It is restricted to the staff of a specific employer It is a discrete very short programme of learning (generally less than 20 credits) with a focus on Health and Safety requirements It is a discrete very short programme of…
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Type:
-
Rule or condition
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Before the Tertiary Education Commission (TEC) approves a new or significantly changed qualification for Student Achievement Component (SAC) funding, the following apply: All tertiary education organisations (TEOs) must ensure the qualification meets the eligibility requirements for SAC funding The funding-related details for the qualification (for example the Funding Category) must be approved…
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Tertiary education organisations (TEOs) submitting qualifications for approval for Student Achievement Component (SAC) funding or, additionally, learner access to student allowances and the Student Loan Scheme, must do all the following: Submit the application for approval using the Services for Tertiary Education Organisations website Send the appropriate approval documentation from the extern…
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Student Achievement Component (SAC) or Youth Guarantee funding or, additionally, learner access to student allowances and the Student Loan Scheme will begin from the first course enrolments after the Tertiary Education Commission (TEC) has approved the qualification for such funding or learner access. The TEC will not backdate funding, or approval for learner access to student allowances and th…
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The two steps below outline how minor changes to qualifications are approved for funding purposes. Minor changes are approved before they are submitted to the Tertiary Education Commission (TEC) as follows: For tertiary education institutions (TEIs), the academic board approves the minor changes to a qualification internally, and TEIs must supply academic board minutes to the TEC as evidence of…
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Before a tertiary education organisation (TEO) submits a new course to the Tertiary Education Commission (TEC) for Student Achievement Component (SAC) or Youth Guarantee (YG) funding approval, the TEO must ensure the qualification of which the course is a part meets the eligibility requirements and is approved for SAC or YG funding. Note: Before the TEC can approve a new course for SAC/YG…
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Where the following circumstances apply in relation to national certificates and diplomas, the tertiary education organisation (TEO) must take the action stated in the table below: Exception Action Qualifications that have credit totals that vary by more than 5% from the standard specified in the qualification prescription for the national certificate or diploma. TEOs must not class this…
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Where tertiary education organisations submit a qualification with strands for approval for Student Achievement Component funding, they must propose the Equivalent Full-Time Student value of the strand with the highest credit value they are approved to deliver.
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If a qualification comprises two or more strands, the Equivalent Full-Time Student (EFTS) factor for each course is determined by dividing each course's credits as follows: for qualifications comprising of up to 120 credits, or 120 credits per year (the number of credits in a full-time year of study), by 120 for qualifications comprising more than 120 credits and delivered in one year, by the…
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The Tertiary Education Commission (TEC) only recognises two situations where the Equivalent Full-Time Student (EFTS) value for a qualification (or combination of qualifications) may differ from the norm: Where a tertiary education organisation is delivering a programme in less than the normal amount of time Note: This normally results in a reduced EFTS value in relation to the qualification’s…
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When a tertiary education organisation (TEO) requires all learners enrolled in a qualification to study for more than the normal learning hours per teaching week, the Tertiary Education Commission (TEC) will consider an Equivalent Full-Time Student (EFTS) value for the qualification that is higher than would be derived from the teaching weeks, provided the relevant quality assurance body has…
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A tertiary education organisation (TEO) must demonstrate all of the following before the Tertiary Education Commission will base a higher Equivalent Full-Time Student (EFTS) value (for study exceeding the normal learning hours per week) on learning hours: Learners who are awarded the qualification achieve an equivalent academic standard to those completing similar qualifications in a normal…
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If the Tertiary Education Commission is not fully satisfied that a higher-than-normal Equivalent Full-Time Student (EFTS) value (for study exceeding the normal learning hours per week) should be based on learning hours, the tertiary education organisation must determine the EFTS value for the qualification based on the number of full-time-equivalent teaching weeks.
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When a programme takes a variety of approaches to accelerated study, the tertiary education organisation must negotiate the Equivalent Full-Time Student value with the Tertiary Education Commission.
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If additional courses become the expected norm for all learners undertaking a qualification, the Tertiary Education Commission (TEC) regards this as a significant change to the qualification, requiring new approval by an external quality assurance body. The TEC would reset the Equivalent Full-Time Student (EFTS) value of that qualification to no more than one EFTS unit for each 12 month period…
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Tertiary education organisations (TEOs) must disaggregate qualifications into component courses before an external quality assurance body approves the qualifications. TEOs must allocate Equivalent Full-Time Student (EFTS) factors to each course within the qualification.
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Tertiary education organisations (TEOs) must provide the Tertiary Education Commission with accurate information about the qualification. TEOs must do all of the following: Disaggregate the qualification into component courses based on the content and the way the delivery of learning is organised Determine the credits or points, plus the planned learning hours and full-time weeks of study for t…
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Tertiary education organisations (TEOs) must supply information to the Tertiary Education Commission (TEC) that academically justifies a decision not to disaggregate a qualification. The TEC will not, in the absence of other supporting information, approve funding for a single course leading to a qualification that the TEO has not disaggregated.
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Tertiary education organisations (TEOs) may submit, as Student Achievement Component-related enrolments in Single Data Returns, additional Equivalent Full-Time Student (EFTS) units based on the courses taken for learners whose enrolment legitimately exceeds the EFTS value of a qualification, provided that: exceeding the EFTS value is an exceptional case resulting from learner choice the TEO can…
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The Tertiary Education Commission has final approval of the course classifications made by tertiary education organisations.
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In exceptional circumstances the Tertiary Education Commission (TEC) will consider approving funding of more than one Equivalent Full-Time Student per year for a qualification. A tertiary education organisation (TEO) seeking such approval must first meet all the following requirements. Once these requirements are met, the TEC will consider the specific merits of applications on a case-by-case…
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It is a requirement for approval of funding a qualification at more than 1 EFTS per year that the tertiary education organisation (TEO) provide for students who are not able to complete the qualification in the reduced time frame. The TEC will advise the TEO if any further information is required in addition to information that was provided to, and considered by, the relevant quality assurance…
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Before the Tertiary Education Commission approves a new or significantly changed qualification for learner access to student allowances and the Student Loan Scheme, both of the following must apply: The qualification must be approved for Student Achievement Component or other government funding - see Approving qualifications for funding The qualification must be recognised by the relevant quali…
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A verified copy of a whakapapa statement is acceptable only when a learner cannot obtain a birth certificate. Both the learner and a Kaumatua must sign the whakapapa as evidence of identity and citizenship.
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A change of delivery site or delivery mode may affect the Tertiary Education Commission's (TEC’s) approval of the qualification: Private training establishments and wānanga must obtain approval from the New Zealand Qualifications Authority (NZQA) to deliver all qualifications through additional delivery sites or delivery modes, notify the TEC of the new site or mode and provide evidence of NZQA…
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To be eligible for Student Achievement Component or Youth Guarantee funding or learner access to student allowances and the Student Loan Scheme, a qualification must be all of the following: A certificate, diploma, degree, or short award Quality assured by the appropriate quality assurance body for the tertiary education organisation Open to the public for enrolment. To be eligible for funding …
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To access Student Achievement Component funding, or for, additionally, learner access to student allowances and the Student Loan Scheme, tertiary education organisations (TEOs) must be one of the following: Accredited by the relevant quality assurance body to deliver the content of a qualification Able to show that there is an arrangement in place with an accredited TEO to deliver any content f…
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To be eligible for Student Achievement Component (SAC) or Youth Guarantee funding, a course must meet all of the following: Have the appropriate internal and/or external quality assurance Be part of a qualification approved for SAC funding Comply with fees policy requirements Be open to the public for enrolment.
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The following courses are ineligible for Student Achievement Component or Youth Guarantee funding: A course that has been developed for a specific employer A course that is restricted to the staff of a specific employer.
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If a number* of learners wish to take the same programme of study, the tertiary education institution must do both the following: Establish the programme of study as a formal qualification Obtain the appropriate formal quality assurance and seek the Tertiary Education Commission's approval for Student Achievement Component funding through the Investment Plan and, if sought, learner access to…
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Tertiary education organisations offering a national certificate or national diploma on the New Zealand Qualifications Framework (NZQF) must use the same code as used on the NZQF for all references to the qualification. Note: The format of the qualification code is alphanumeric. It has two letters followed by four numbers. The two letters are a standard code, for example NC (National…
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When determining the Equivalent Full-Time Student (EFTS) value of qualifications, tertiary education organisations (TEOs) must do all of the following: Use the following three methods to determine the EFTS value: Credits or points Learning hours Full-time weeks Determine the EFTS value of a qualification using the credits or points method, and then check the result by the hours and weeks of…
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When calculating the Equivalent Full-Time Student (EFTS) value using the credits or points method, a tertiary education organisation must do all of the following: Ensure that approval documentation includes the total credits or points required for the qualification to establish its EFTS value Calculate the EFTS value of a qualification using credits as follows: Determine the standard number of…
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To calculate the Equivalent Full-Time Student (EFTS) value of a qualification using the learning hours method, a tertiary education organisation must: Determine the qualification’s total learning hours Divide this by the standard measurement of a full-time year (1,200 hours). Example: The following is an example and is not part of the Rule: The total learning hours for one semester are 600 hour…
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For funding purposes learning hours and full-time weeks of learning include: lecturer and tutor contact hours, including workshops and tutorials tests and assignments supervised practical placements study time self-directed learning with tutorial support available exam periods.
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To calculate the Equivalent Full-Time Student (EFTS) value based on the standard full-time equivalent teaching weeks (34) of learning, a tertiary education organisation must determine the length of the qualification in weeks and then do one of the following: Divide this number by 34 Multiply this number by 0.03. Example: The following is an example only and is not part of the Rule: If the…
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The Tertiary Education Commission (TEC) will take a conservative approach to funding accelerated or compressed programmes of study. The convergence of all three methods of determining the Equivalent Full-Time Student (EFTS) value will be considered by the TEC when deciding on the appropriate EFTS value for funding purposes. Note: Some tertiary education organisations allow learners to complete…
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When a qualification is measured in credits, a tertiary education organisation must calculate the Equivalent Full-Time Student (EFTS) factor for each course by: dividing the number of credits in the course by the total number of credits in the qualification, then multiplying this number by the EFTS value of the qualification. The following is provided as an example, and is not part of the Rule:…
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When tertiary education organisations calculate the Equivalent Full-Time Student (EFTS) factors of courses, they must: Express the EFTS factors as numbers with four decimal places Example 0.1250 or 0.6667 Use the same measuring tools they used to determine the EFTS value of the qualification Ensure the sum of the EFTS factors for the courses in the longest strand (if more than one strand)…
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When a tertiary education organisation (TEO) delivers a qualification in one year and the credits exceed 120, the TEO must calculate the courses' Equivalent Full-Time Student (EFTS) factors using the total actual credits (not 120). Example: The following is provided as an example, and is not part of the Rule: For a qualification with a total of 135 credits and an EFTS value of one unit, the…
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When a qualification, up to and including New Zealand Qualifications Framework level 7, comprises a full teaching year of between 34 and 52 weeks, it has an Equivalent Full-Time Student (EFTS) value of one unit, unless the Tertiary Education Commission (TEC) has approved an exception to this limit. Note: In exceptional circumstances, the TEC negotiates variations with individual tertiary…
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When classifying courses tertiary education organisations must do all of the following: Assign a classification for each course based on the subject matter of the course Ensure at least 90% of the content or subject matter of a course fits into a single classification Classify both new and significantly changed courses correctly.
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