Payments and reporting

Payments and reporting

Last updated 8 February 2022
Last updated 8 February 2022

We make bulk payments to TEOs to cover the estimated cost of Fees Free enrolments for each calendar year.

Funding allocation

How we calculated your 2022 allocation for the Fees Free Funding

This is a summary of how your indicative allocation was calculated. For more details regarding your specific allocation, please contact customerservice@tec.govt.nz or your Relationship Manager.

The information below details how we calculate the indicative allocations for Fees Free Funding. Your final 2022 Fees Free allocation will be available on Ngā Kete at the time we provide you with a 2022 Fees Free agreement.

Your 2022 indicative allocation is the greater of your 2020 actual delivery or your 2021 allocation.

It is important to note the 2021 allocation:

  • includes any in-year additional funding approved up to 1 May 2021, and agreed to be baselined; and
  • excludes any one off funding approved in-year up to 1 May 2021 (for the 2021 calendar year only); and
  • includes if a TEO delivered the fund for the first time in 2021; and
  • includes 2022 funding rate increases.

Mergers for 2021 delivery, and 2022 indicative allocations will be as follows

  • Te Pukenga modelling will show an indicative allocation for a single entity.
  • All other mergers will have delivery and 2021 allocations, transferred to the parent provider for 2022.

Funding wash-ups

The 2021 methodology and technical specifications for the calculation of funding wash-ups can be found in the Calculating the 2021 wash-up document.

Calculating the 2021 wash-up (PDF, 1.2 Mb)

Reporting

How to check learners’ eligibility

On the Notices section of your Workspace 2 Home page, you'll find a notice called Lists of NSNs eligible for Fees Free study. This page lists the following three files which we use to tell you about the eligibility of learners:

  1. Fees Free eligibility
  2. Fees Free eligibility changes, and
  3. Checking the eligibility of specific NSNs. 

Currently (for the 2022 calendar year), there are seven status options: Y (yes), N (no), U (unknown), 8 (2018 Starter), 9 (2019 Starter), 0 (2020 Starter) and 1 (2021 Starter). A Starter status indicates learners who have started to consume their Fees Free entitlement. This is considered an eligible status, because the learner may have some entitlement remaining.

Please note each National Student Number (NSN) may have multiple records.

Reporting provider-based study

Each month, we will provide you with a blank ‘Fees Free All Enrolments and Costs’ template on Workspace 2, which you will use to report all of your eligible Fees Free enrolments to us to date for the calendar year.

An email will be sent to the lead contact and the data return contacts for each organisation at the beginning of each reporting round.

When you submit your returns to us, we will validate the information and provide you with a couple of reports in return. These reports inform you of any errors we have found in your return (‘Fees Free All Enrolments and Costs Data Validation report’) and tell you how much we intend to allocate to you for each learner you have reported to us (‘Fees Free Multiple Providers and Cap Limit report’).

We will provide you with guides each month to help you fill in and read these reports. If you have any questions, please contact your Relationship Manager or Advisor, or the Customer Contact Group for assistance.

Reporting industry training

Each month, we will provide you with a blank ‘Fees Free Programmes and Fees’ template on Workspace 2, which you will use to report the fees you are charging for eligible learner in that month. You will also receive a ‘Fees Free Schedule of Fees’ which you need to fill in the first time you report to us, and then only when changes need to be made. The Schedule of Fees is a complete list of fees that you charge to learners enrolled in eligible programmes, and is used to help us validate the information you submit in your Programmes and Fees return.

When you submit your returns to us, we will validate the information and provide you with a Remittance. This will inform you of any errors we have found in your return, and tell you how much we intend to allocate to you for each learner you have reported to us.

You can find a guide to help you fill in your reports on the Fees Free Guidance page. If you have any questions, please contact your Relationship Manager or Advisor, or the Customer Contact Group for assistance.

Reporting dates

See our business calendar for Fees Free reporting dates.