On this page:

• Reporting
• Monitoring

Tertiary education organisations (TEOs) with an indicative allocation of DQ1-2 funding will submit a completed Mix of Provision (MoP) template and an Educational Performance Indicator Commitments (EPICs) template to us via DXP Ngā Kete.

We approve the MoPs and EPICs through the Investment Plan approval process.

We then monitor TEOs’ reported delivery against these commitments and other requirements and expectations that we set.

Reporting

We use data submitted via the Single Data Return (SDR) to monitor performance, publish performance information and report tertiary education statistics.

All DQ1-2 funded TEOs report to us through the Single Data Return (SDR), submitted through DXP Ngā Kete. 

Full details of the data requirements for the SDR can be found in the Data Specifications for the Single Data Return (SDR).

For deadlines for submissions throughout the year, see SDR submission dates.

For further information about your reporting requirements, see the funding conditions for the relevant year.

Please pay attention to requirements contained in both the base funding conditions and DQ1-2 funding conditions.

Source of Funding codes to use in the SDR

See the table below for Source of Funding (SoF) codes to use when reporting DQ1-2 provision.

Monitoring 

We monitor all TEOs’ performance and practices to understand their performance within the sector, and to inform our decisions about future funding.

TEO performance is monitored against the following Educational Performance Indicators (EPIs):

• qualification completions
• cohort-based qualification completions
• course completion rate
• first-year retention rate
• learner progression to higher-level study or employment
• course completions (historical EPI), and
• learner retention (historical EPI).

For further information on how EPIs are defined and calculated, please see Performance of tertiary education organisations.

You can view your EPIs using the My Performance tab (and the EPIs of other TEOs using the Tertiary Performance tab following the April SDR) in Information Products.

Te reo Māori and mātauranga Māori provision

In general, we expect the same performance, progression and employment outcomes from te reo Māori and mātauranga Māori provision as other funded provision. However, we recognise that some learners may enrol to acquire te reo / Māori cultural knowledge, with no expectation of progression or employment.

We therefore monitor this provision in the context of the wider government strategy on te reo Māori and mātauranga Māori education. In respect of funding decisions and monitoring activities, te reo Māori and mātauranga Māori provision EPIs will be considered separately to other provision EPIs. 

Other monitoring

We also monitor your:

• achievement of EPICs and MoP delivery commitments. You are responsible for notifying us and discussing any shifts from the agreed MoP, including the rationale for doing so. Significant changes to your MoP may require TEC approval: see Significant Plan Amendments and Replacement Plans
• achievement against any other performance standards agreed in your Investment Plan, including progress on your Learner Success Plan and Disability Action Plan, if you receive on-Plan funding
• compliance with DQ1-2 funding conditions and base funding conditions
• achievement of parity regarding participation and EPIs for target learner groups, and
• achievement of any other expectations that we have communicated to you.

Benchmarking

Tertiary education institutions (TEIs) must participate in benchmarking, which contributes to enhancing institutional capability, and performance and sustainability in the sector.

Using the New Zealand Benchmarking Tool, TEIs can measure their performance against various educational and financial performance benchmarks. For conditions on benchmarking see the DQ1-2 funding conditions for the relevant year.