Business calendar

Maramataka umanga

Last updated 20 June 2019
Last updated 20 June 2019

Keep track of all the important dates with our business calendar. 

The calendar includes key dates for the tertiary sector, including tertiary education institutions (TEIs) , universities , institutes of technology and polytechnics (ITPs) , private training establishments (PTEs) , wānanga , industry training organisations (ITOs) , and state or state-integrated schools.

July 2019

Dates for TEOs:

  • 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:

  • 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
  • 8 August: (Providers) August fees-free report template and instructions available via Workspace 2
  • 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) 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
  • 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)
  • 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:

  • 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
  • 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
  • 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:

  • 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 14 November: (providers) November fees-free return template and instructions sent to you via Workspace 2
  • 15 November: (providers) Extract date for November fees-free return
  • 21 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: (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
  • 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 and lead provider reporting for period 1 January to 13 December 2018.

Dates for TEC:

  • 3 December: Publish final 2019 MPTT Actuals Report

2019 (historical dates)

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

Dates for TEC:

  • 1 July: analyse Industry Training Register (ITR) data (payments reduced or withheld where necessary)

2018 (historical dates)

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

2017 (historical dates)

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

2016 (historical dates)

January 2016

Dates for TEOs:

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

Dates for TEC:

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

February 2016

Dates for TEOs:

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

Dates for TEC:

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

March 2016

Dates for TEOs:

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

Dates for TEC:

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

April 2016

Dates for TEOs:

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

Dates for TEC:

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

May 2016

Dates for TEOs:

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

Dates for TEC:

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

Other key dates:

  • Government Budget announcement.

June 2016

Dates for TEOs:

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

Dates for TEC:

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

Other key dates:

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

July 2016

Dates for TEOs:

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

Dates for TEC:

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

August 2016

Dates for TEOs:

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

Dates for TEC:

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

September 2016

Dates for TEC:

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

October 2016

Dates for TEOs:

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

Dates for TEC:

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

November 2016

Dates for TEOs:

  • Sector Reference Group Investment Approach meeting – 16 November.

Dates for TEC:

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

December 2016

Dates for TEOs:

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

Dates for TEC:

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