Template description 

Who needs it

Submission deadline

Strategic Intent template

Template for Strategic Intent section of Investment Plans for investment in 2025 (DOCX 305 KB)

Tertiary education organisations (TEOs) can use this section of the template to structure the strategic intent component of their Investment Plan (Plan). It sets out the requirements for proposed Plans and ensures we have all the information we require to make informed investment decisions.

Strategic Intents are required from all TEOs submitting a full Investment Plan.

By 5 July 2024

Learner Success Plan template

Template for Learner Success Plans for investment in 2025 (DOCX 265 KB)

TEOs are encouraged to use the template, or to use the headings provided to guide their own document.

To help you complete your Learner Success Plan we have provided the following guidance: Guidance for TEOs submitting Learner Success Plans (PDF 383 KB).

This includes who needs to submit a Learner Success Plan and what you need to consider in each section of your submission.

Learner Success Plans are required from TEOs receiving more than $5 million in on-Plan funding who do not currently have a Learner Success Plan and are submitting a full Plan (including a Strategic Intent this year).

By 5 July 2024

Learner Success significant update template

Template for Learner Success Significant Progress Update for investment in 2025 (DOCX 256 KB)

TEOs are encouraged to use the template, or to use the headings provided to guide their own document.

To help you complete your Learner Success significant update we have provided the following guidance: Guidance for TEOs submitting a Learner Success significant progress update (PDF 383 KB).

This includes who needs to submit a significant update and what you need to consider in each section of your submission.

Learner Success Significant updates are required from TEOs receiving more than $5 million in on-Plan funding who do have a current Learner Success Plan and are submitting a full Plan (including a Strategic Intent this year). 

By 5 July 2024

2025 Investment Plan additional funding requests

Our approach to additional funding considers available funding, network of provision, evidence of demand and past performance (for existing providers).

For 2025 investment, additional funding is not available for the Adult and Community Education (ACE) funds. This includes ACE in Communities, ACE in Schools, ACE in Schools Coordination, and ACE in Tertiary Education Institutions.

Approach to foundation education funding

We will consider additional funding requests (AFRs) for the following funds:

• Delivery at Levels 1 and 2 on the New Zealand Qualifications and Credentials Framework (DQ1-2) Fund
• Youth Guarantee (YG) Levels 1 and 2. We may consider Level 3 under exceptional circumstances.
• Intensive Literacy and Numeracy Fund (ILN)
• English Language Teaching – Intensive Literacy and Numeracy (ELT)
• TEO-led Workplace Literacy and Numeracy Fund (WLN TEO-led)
• Refugee English – Intensive Literacy and Numeracy Fund.

Approach to DQ7+ funding

We will be taking a targeted approach to additional funding for Delivery at Level 7 (degree) and above on the New Zealand Qualifications and Credentials Framework

The TEC will contact those tertiary education organisations (TEOs) that we consider meet the criteria below:

• Demand from learners in 2024 within targeted priority areas
• History of strong Education Performance Indicators (EPIs)
• Strong focus on learner success and addressing parity gaps
• Other factors will be considered such as:

• • Availability of funding
  • External Evaluation and Review ratings
  • The Fund’s intent
  • 2024 April Single Data Return supported by the March interim forecasts
  • 2023 and 2024 AFRs, data and TEO engagement
  • Advice received from Workforce Development Councils (WDCs) and Regional Skills Leadership Groups (RSLGs).
  • Relevant supporting evidence from the TEOs and their stakeholders
  • Delivery over 105%

Approach to DQ 3-7 funding

We will publish updated information about the approach to additional funding for Delivery at levels 3 - 7 on the New Zealand Qualifications and Credentials Framework next year.

By  5 July 2024

2024 additional funding requests – in-year amendments

The 2024 in-year Additional Funding request period is now closed.

Targeted additional Funding

As we did in 2023, we will be taking a targeted approach to additional funding for the following funds:

• Delivery at levels 3 – 7(non-degree) on the New Zealand Qualifications and Credentials Framework and all industry training
• Delivery at Level 7 (degree) and above on the New Zealand Qualifications and Credentials Framework

The TEC will contact those Tertiary Education Organisations (TEOs) that we consider meet the criteria below:

• Demand from learners in 2024 within targeted priority areas
• History of strong Education Performance Indicators (EPIs)
• Strong focus on learner success and addressing parity gaps
• Other factors will be considered such as:
• Availability of funding
• External Evaluation and Review ratings
• The Fund’s intent
• 2024 April Single Data Return supported by the March interim forecasts
• 2023 and 2024 AFRs, data and TEO engagement
• Advice received from Workforce Development Councils (WDCs) and Regional Skills Leadership Groups (RSLGs).
• Relevant supporting evidence from the TEOs and their stakeholders
• Delivery over 105%

Application period is from 1 May to 30 September 2024

New provider process

The process for providers wishing to apply for TEC Investment Plan (“on-Plan”) funding for the first time is outlined at Application to receive TEC funding.

You need to contact us before applying.

Any TEO that has not received on-Plan funding in the last 12 months

By 5 July 2024