Monitoring and reporting – 2016

Monitoring and reporting – 2016

Last updated 9 February 2017
Last updated 02/09/2017

We are in the process of updating these fund pages for 2017.

For the 2017 conditions for the Intensive Literacy and Numeracy (ILN) Fund, refer to:

Generic conditions that relate to all on-Plan funds

Specific conditions that relate to this fund only



This page outlines monitoring and reporting for the Intensive Literacy and Numeracy (ILN) fund.


All tertiary education organisations (TEOs) that receive Intensive Literacy and Numeracy (ILN) funding will be monitored against the performance indicators and delivery commitments agreed with us through the Investment Plan

The TEO must have in place an effective assessment process for identifying a learner’s literacy and numeracy gains. As outlined in funding Condition ILN010 this is done using the Assessment Tool. This includes use of the Tool's Youth option, the Te Ata Hāpara option, and the Starting Points options, as appropriate.

The Assessment Tool provides tertiary educators, institutions and the TEC with robust information on learners’ literacy and numeracy levels and evidence of their progress. 

Where a learner is not yet at the first steps of the Learning Progressions, TEOs can use the:

An initial assessment must be undertaken near the beginning of the enrolment, and a progress assessment undertaken near the end of the enrolment.

Evidence of learners improving their literacy and numeracy skills as measured by the Assessment Tool may also be considered by the TEC as part of measuring performance.

For further information on the Assessment Tool, see the Guidelines for using the literacy and numeracy assessment tool (PDF, 414 Kb), or go to the Te Arapiki Ako website. 


TEOs must submit three reports for the funded calendar year though Workspace 2, as outlined in Condition ILN001. This includes two progress reports and one final report. The report template will be made available on Workspace 2 early in the year.

Progress reports relate to the specific delivery commitments outlined in the Investment Plan. The reports cover the funded calendar year; they are cumulative and build on the information supplied in the previous reporting period. After the report template with progress information has been submitted, it will be released back to the TEO for further data entry (i.e. the cumulative information).

Reports must be submitted to us by the following dates:

  • a progress report for the period 1 January to 31 May no later than 10 working days after 31 May
  • a progress report for the period 1 January to 30 September no later than eight working days after 30 September
  • a final report for the period 1 January to 31 December no later than 31 January of the following year.

Performance information submitted through the final report will also be used to inform future funding decisions. 

Delivery benchmarks

As outlined in Condition ILN012, a TEO that receives ILN funding must meet the following delivery benchmarks:

a)   by 31 May, the TEO must have delivered at least 40% of the provision specified in its Investment Plan

b)   by 30 September, the TEO must have delivered at least 70% of the provision specified in its Investment Plan.

We will monitor the TEO’s compliance with this condition through progress reports.

See Condition ILN001.

Workspace 2 template

Data collection for Intensive Literacy and Numeracy (PDF, 515 Kb)