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 Youth Guarantee 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 Youth Guarantee fund.


Youth Guarantee Performance Framework

All tertiary education organisations (TEOs) that receive funding from the Youth Guarantee fund will be monitored against the performance indicators and delivery commitments agreed with us through the Investment Plan.

The TEC is required to measure the performance of TEOs against the following Educational Performance Indicators (EPIs):

  • course completion
  • qualification completions
  • student retention
  • student progression to higher-level study or employment.

We measure each TEO's performance against these EPIs using the Youth Guarantee performance framework outlined below. The framework sets out the minimum performance expectations each TEO is expected to achieve.


Course completion

Qualification completion



Level 1


40% (for levels 1 and 2 combined)



Level 2




Level 3





The 40% qualification completion target is set at a level that recognises likely student capability and that some students may not achieve the qualification their first time. TEOs can re-enrol a significant proportion of students in further study to enable them to achieve their qualification.

There are no specific credit achievement targets for Youth Guarantee students.

We will use a TEO's performance against these EPIs to:

  • compare the performance of TEOs in the sector
  • inform its decisions about future funding a TEO may receive.

The performance expectations above are minimum performance targets; the TEC expects TEOs to improve performance year-on-year.

For further information on how EPIs are defined and calculated, please see the Educational performance section.


All Youth Guarantee funded TEOs report to us through the Single Data Return (SDR). We use data submitted via the SDR to monitor performance against Investment Plans, and for publishing performance information and statistical reporting.

Each qualification, and the courses within the qualification, must be submitted to us to be approved for access to Youth Guarantee funding. Please review the Loan Entry Threshold (LET) table for information on how to ensure qualifications will be approved for loans and allowances. This is done through our section of the Services for Tertiary Education Organisations (STEO) website. This is the website through which each TEO submits its SDR, registers and maintains qualifications for funding, and updates qualification, course and delivery site details.

A TEO is required to submit an SDR during every calendar year as per the SDR timetable. See Condition SDR001. The full details of the timing and data required to be submitted in the SDR can be found in the SDR manual.

Workspace 2 templates

YG EPI (PDF, 92 Kb)

YG Mix of Provision (PDF, 96 Kb)