Plan Guidance

Mahere Tohu

Last updated 1 June 2018
Last updated 1 June 2018

This section includes all the guidelines you need for developing and submitting your Investment Plan (Plan). If you’re a new tertiary education organisation (TEO)  or your Plan is expiring in 2018, you may need to submit a Plan in 2018 to receive Tertiary Education Commission (TEC) funding from 2019. 

Our Plan Guidance provides an outline of what we what we will look for when assessing your Plan.

This edition continues our move away from administrative compliance, towards activities that make a difference for learners and tertiary educators.

We are introducing an Investment Toolkit, which provides products and templates to supplement Plan Guidance.

For information about each of our funds visit our current funds.

Note. The Plan Guidance for previous years has been archived. If you need to access this, please email

Update: On 1 June 2018 we made a small update to Supplementary Plan Guidance May 2018 to clarify how we are treating indicative allocations.


How to apply for TEC funding if you're not currently funded

If your organisation is not currently approved to receive funding from us and you want to apply for funding, you need to:

  • submit an Investment Plan; and
  • complete a New Provider Form (Word, 478 Kb), attaching the necessary supplementary financial information
  • if you want to deliver formal qualifications, you will need to be a PTE that is registered with the New Zealand Qualifications Authority.