• PBRF User Manual V5 (PDF 907 KB) - updated March 2022 (PDF, 907 KB)
  A comprehensive guide to the PBRF as a whole. Outlines key components of the PBRF, the purpose and drivers of the fund and information to help tertiary education organisations to respond to the data requirements of the PBRF.

• Workspace 2 template
  Data collection for PBRF (PDF 505 KB) (PDF, 517 Kb)

• PBRF IT System Quick Start Guide for TEO Administrators (PDF 303 KB) (PDF, 310 KB)
  A user guide that describes common tasks associated with submitting Evidence Portfolios and Staff Data files for the 2018 Quality Evaluation.

• PBRF IT System User Guide 2018 Quality Evaluation for TEO Administrators (PDF 1.8 MB) (updated February 2018) (PDF, 2 MB)
  A comprehensive guide to assist research managers and administrators in using the PBRF IT System to submit Evidence Portfolios and their TEO’s Staff Data file for the 2018 Quality Evaluation. The PBRF IT System supports the Quality Evaluation submission and assessment processes.

• Education Sector PBRF Access Request – TEO Role – ESL (DOC 102 KB) (Word, 106 KB)
  To access the PBRF IT System, users must have an Education Sector Logon (ESL). If you are responsible for administering the 2018 Quality Evaluation for your TEO and need access to the system, please complete this form and send to pbrfhelp@tec.govt.nz.

• 2021 PBRF performance allocations (PDF 370 KB)
• 2020 PBRF performance allocations (PDF 349 KB) 
• 2019 PBRF performance allocations (PDF 902 KB) 
• 2018 PBRF performance allocations (PDF 714 KB) 
• 2017 PBRF performance allocations (PDF 763 KB) 
• 2016 PBRF performance allocations (PDF 645 KB) 
• 2015 PBRF performance allocations (PDF 306 KB)  
• 2014 PBRF performance allocations (PDF 201 KB) 
• 2013 PBRF performance allocations (PDF 301 KB)
• 2012 PBRF Annual Report (PDF 576 KB) (PDF 827 KB) 
• 2011 PBRF Annual Report (PDF 827 KB) 
• 2010 PBRF Annual Report (PDF 1.3 MB) 
• 2009 PBRF Annual Report (PDF 500 KB) 
• 2008 PBRF Annual Report (PDF 242 KB) 

• Guidance on completing ERI returns can be found in the PBRF User Manual v5 (PDF 907 KB) (PDF, 907 Kb).

• Measuring research degree completions - Definitions and rules (PDF 237 KB) (PDF, 237 Kb) 

• Guidelines for tertiary education organisations participating in the 2018 Quality Evaluation (PDF 2.3 MB) (updated June 2018) (PDF, 2.39 Mb)
  This document provides information that tertiary education organisations need to determine staff eligibility, complete Evidence Portfolios, understand and participate in the TEC audit process, and understand the reporting of results. It also provides information about other related processes, such as submitting conflict of interest notices and complaints to the TEC.

• Guidelines for the 2018 Quality Evaluation assessment process (PDF 2.2 MB) (PDF, 2.27 Mb)
  This document provides information about the assessment process undertaken by the 13 peer review panels. This includes information on the responsibilities of the panel, the scoring system and detailed scoring descriptors for Evidence Portfolios, the stages in the assessment process, the moderation process, and information about conflicts of interest and confidentiality.

• A guide for staff members participating in the 2018 Quality Evaluation (PDF 1.4 MB) (PDF, 1.49 Mb)
  This document provides staff members with an overview of the process, their responsibilities and the responsibilities of their employing tertiary education organisations and the TEC. It also identifies the key areas of the Quality Evaluation process that relate to them and who can provide support.  The guide is designed to be an overview of the process and it directs staff members to the relevant areas of the other guidelines.

• Panel-specific guidelines for the 2018 Quality Evaluation (PDF 1.6 MB) (updated April 2018) (PDF, 1.7 Mb)
  This document provides subject-specific advice to support tertiary education organisations and their staff members to develop and submit Evidence Portfolios. The panel-specific guidelines are supplementary to, and must be read in conjunction with, the guidelines listed above. 

• The PBRF IT System User Guide for TEO Administrators and technical specifications for Evidence Portfolios can be found under the User Manuals section of Resources and publications.

• Peer Review Panel nomination and selection process for the 2018 Quality Evaluation (PDF 405 KB) (PDF, 405 Kb)
  This document provides an overview of the nomination and appointment processes used to establish the peer review panels for the 2018 Quality Evaluation

• Technical specifications for the PBRF 2018 Quality Evaluation Evidence Portfolios (EP) (updated August 2017):  

  • PBRF 2018 Quality Evaluation Staff Data File specification  (PDF 995 KB)(PDF, 1 Mb)
    Describes the fields that are included in the PBRF Staff Data File.
  • PBRF 2018 Quality Evaluation EP Schema Definition (PDF 906 KB) (PDF, 798 Kb)
    Contains the proposed structure of an Evidence Portfolio to assist tertiary education organisations in gathering required information.
  • PBRF 2018 Quality Evaluation EP template (DOCX 521 KB) (Word, 493 Kb)
    Guide to help tertiary education organisations ensure they have collected required information for each Evidence Portfolio before entering data on the PBRF IT System.
  • PBRF 2018 Quality Evaluation EP XML sample file (this file can be requested through pbrfhelp@tec.govt.nz)
    An example of how an Evidence Portfolio will look in XML format.
  • PBRF 2018 Quality Evaluation XSD file (this file can be requested through pbrfhelp@tec.govt.nz). 

• 2012 PBRF Quality Evaluation Guidelines.  (PDF 1.1 MB)Updated May 2013 (PDF, 1 Mb)
  An overview of the Quality Evaluation process, including eligibility criteria; submission, assignment and assessment of Evidence Portfolios (EPs); Panels, Expert Advisory Groups (EAGs), and audit and complaint processes), - updated May 2013 (PDF, 1 Mb)

• 2006 PBRF Guidelines (PDF 2.1 MB) (PDF, 2.44 Mb). 
  These guidelines were prepared to help participants in the 2006 processes for the PBRF.

Other historical resources and publications relating to earlier PBRF cycles have been archived and are available on request.