Providers

• I have entered my DA code and checked everything, but ERS tells me that the learner is ineligible?

  The DA code can only be used once. If an error is made, a new request will need to be resubmitted to the TEC Service Centre. Please also check that the details - learners name, programme, NSI and Edumis numbers, on the DA spreadsheet is correct as this is the information that is entered by the TEC Service Centre to generate the DA code. This information must match what you are entering into ERS…

• Can a DA Request Form be faxed/scanned/posted from the TEO? Can I request for my DA code to be faxed to me?

  No. The DA Request Form must be completed electronically on-line and emailed to the TEC Service Centre . Once received, the Service Centre will then complete the spreadsheet with the required information and email this back to the TEO.

• What types of Investment Plan changes can be proposed?

  Three types of change can be proposed to an approved Investment Plan. They are: an amendment a significant amendment a replacement Investment Plan.

• We are a Private Training Establishment seeking funding for the first time - Are there any guarantees?

  There is no guarantee that you will be successful in applying for funding, even if you meet all of the funding requirements above. For example, this may be because of the limited funding available.

• We are a Private Training Establishment seeking funding for the first time - Do I need an Investment Plan?

  If you are successful in applying for on-Plan or aligned funding for the first time, you will then be asked to submit an Investment Plan. PTEs submit Investment Plans through an on-line tool. This tool is accessed through Workspace. To access Workspace, you will need ESAA access (Education Sector Authentication and Authorisation). This service is provided by the Ministry of Education .

• We are a Private Training Establishment seeking funding for the first time - What funds can I apply for?

  Information about specific funds that PTEs can apply for can be found on fund pages within the TEC's Funding Information .

• I have some under-delivery issues to raise with TEC, what do I do next?

  The Tertiary Funding Information (TFI page 2912) states that PTEs should raise significant shifts in delivery (i.e. potential under or over delivery) from those agreed in their Investment Plans with the TEC at the earliest possible time. TEO's are advised to formally e-mail the TEC Service Centre , indicating where the under/over delivery is expected to occur, and outlining their plans to eithe…

• I want to sub contract some of my EFTS to another TEO, what do I do next?

  The Tertiary Funding Information (page 2801) and Funding Condition SAC 357 states that all provision to be sub-contracted out by PTEs for delivery in region(s) where the PTE is not already delivering that provision, must be discussed with the Service Centre. TEO's are advised to formally e-mail the TEC Service Centre , indicating what the PTE wishes to subcontract and why, and requesting…

• I want to change the mix of SAC provision which was approved via my current Investment Plan.

  The Tertiary Funding Information (page 3612) states that TEOs are responsible for advising the TEC of significant shifts from the agreed mix of provision, and the rationale for any likely significant change in delivery. TEOs are advised to formally write to the TEC Service Centre , indicating the nature of the significant shifts/changes they want to make, outlining their rationale for such, and…

• I have agreed various performance commitments in my Investment Plan but I can already see that I don't think I am going to meet those, what should I do?

  The Tertiary Funding Information (page 3607) says that if a TEO realises it will not meet the outcome or performance commitments agreed in its Investment Plan, the TEO should contact the TEC as soon as possible. A TEO is advised to formally e-mail the TEC Service Centre , indicating the areas where it feels it will not meet stated outcome or performance commitments, outlining the reason for suc…

• Can a 15 year old learner enrol onto a Targeted Training course?

  Learners under the minimum school leaving age of 16 require a Ministry of Education Certificate of Exemption before their enrolment in the programme, as without such an exemption they are legally required to attend school. Early Leaving Exemptions (ELX) allows a learner to legally be outside of the school system at the age of 15 to attend an approved course of study. Learners cannot be enrolled…

• What Payment Cycle am I on?

  Payment cycle is visible in ERS under Programme Details by clicking on that particular programme.

• I have entered the wrong LMO into ERS. How do I change this?

  Please fill out a 2 month labour market outcome form and send to the TEC Service Centre noting the reasons for the required change. If verified as accurate, and if within reporting time frames, the TEC Service Centre will change the result for you.

• How do I change my start/end dates for my current programme?

  Please send a request in writing to the TEC Service Centre for changes to be actioned or contact the TEC Service Centre for clarification.

• How do I change my recess dates?

  Please send a request in writing to the TEC Service Centre prior to recess dates occurring for changes to be actioned.

• Can I change my cycle payment?

  This can only be changed before students are enrolled. A request can be made in writing to the TEC Service Centre .

• What do I do if I've changed my bank account?

  Please contact the TEC Service Centre to request that it sends out a direct credit notification form which should be completed and returned, with the new account details attached.

• If an international student is granted Permanent Residence status midway through their study, can the provider claim them as a domestic student?

  The student's status at the start of the course applies until the course ends. This therefore determines the fees the student pays, and the student's eligibility for SAC fund subsidies. The student can not be claimed as a domestic student for that course. The student can be claimed as a domestic student for courses that start after the student gains residency, whether in the same or a different…

• What is an Investment Plan amendment?

  A TEO may amend its Investment Plan without TEC approval if the change is not related to TEC funding. Examples of this include changes to privately funded research or privately funded provision.

• What is a significant amendment to an Investment Plan?

  A significant amendment is change to an Investment Plan where the TEC has a funding interest. This includes: any tertiary education programme or activity to which the TEC has approved funding via the Investment Plan any of the performance indicators used to measure achievement of proposed outcomes for tertiary education programmes or activities for which the TEC has approved funding via the…

• What is a replacement Investment Plan?

  A replacement Investment Plan is change that sees the existing Investment Plan replaced by a new Investment Plan. A replacement Investment Plan will be required for substantial changes to an Investment Plan. For example when a TEO seeks to make a major shift in the mix of provision described in its Investment Plan. A replacement Investment Plan may also be required for change that is less…

• Who do I contact if I think I need to make changes to my Investment Plan?

  Please contact the TEC Service Centre to advise your intentions so that the relevant advice can be provided.

• How do I calculate EFTs under the Student Achievement Component?

  See Funding calculations and categories for more information. A TEO is responsible for how their qualifications are divided into courses (disaggregation) and should be aware of the category for each course. See the Guidance Information for more information.

• I have a query, error/warning relating to Staff Returns, Course, Qualification or Student completions.

  If you require information on course change, delivery site or qualification approval requests, please contact the TEC Service Centre . If your query relates to logging in to STEO or course, qualification and student files, please contact the MoE Sector Service Desk on 0800 422 599.

• An error message has come up when I try to submit my SDR, who do I go to for help?

  If you require information on course change, delivery site or qualification approval requests, please contact the TEC Service Centre . If your query relates to logging in to STEO or course, qualification and student files, please contact the MoE Sector Service Desk on 0800 422 599.

• When is my SDR due?

  April SDR is due 15th May. August SDR is due 15th September. December SDR is due 31st January.

• How do I or my TEO apply for an extension to submit an SDR late?

  (NB These should only be requested as last resort) In the event that SDR extensions are requested, these need to be requested and approved only by the TEC Service Centre team in conjunction with the Ministry of Education Requests for extensions must be sent to the TEC Service Centre by the TEO. They should quote their Edumis number and reason for extension. NOTE: TEC/MoE has historical data of…

• What happens if the SDR is submitted after the due date or not at all?

  TEOs who do not submit their SDR by the due date (or date of extension) may have their next SAC payment held until their SDR has been submitted and processed. SDRs received after the due date will be assessed once those received on time have been assessed and completed. TEOs who do not submit their SDR by the due date or date of extension may have all future SAC payments held until their SDR ha…

• When can I submit my SDR?

  April SDR can be submitted from 1-31 May. August SDR can be submitted from 1-30 September. December SDR can be submitted from 1-31 January.

• How do I get a Qualification level change request actioned?

  Please address your requests to the Ministry of Education .

• What is an Investment Plan?

  An Investment Plan (Plan) must describe: how a tertiary education organisation (TEO) will achieve Government priorities set out in the Tertiary Education Strategy a TEO’s mission and role in the tertiary sector all the tertiary education programmes and activities run or undertaken by a TEO the outcomes proposed by a TEO, including performance indicators. To receive funding in 2010, many TEOs ar…

• What are the criteria for receiving funding?

  Each fund has specific eligibility criteria that define which TEOs [1] may apply for that funding . Criteria are specified in a funding determination by the Minister of Education according to section 159L of the Education Act 1989 . Organisations seeking funding for the first time must provide their financial viability information as outlined in Rule; GEN001 [2] at least three months before the…

• How are tertiary education organisations monitored by the TEC?

  Tertiary education organisations (TEOs) monitor and report on their own performance against delivery and performance commitments agreed by the TEC in their Investment Plans . The TEC also prepares reports from available data. The combined information subsequently informs discussions during the Investment Plan process. Various organisations are involved in performance monitoring in tertiary…