Plan Guidance

Mahere Tohu

Last updated 25 August 2021
Last updated 25 August 2021

This section includes the guidelines you need for developing and submitting your Investment Plan (Plan). If you’re new to Tertiary Education Commission (TEC) funding or your Plan is expiring and you are seeking more than $3 million in funding for 2022, you will need to submit a new Plan. 

Our Plan Guidance provides an outline of what needs to be included in your Plan and how we will be assessing it. 

Plan Guidance for investment from 2022 (PDF, 1.2 Mb)

We released Supplementary Plan Guidance in June to provide further guidance on how to approach tertiary education related Budget announcement(s).

We may also release additional guidance when information regarding the Plan round needs to be communicated at a system level.

Supplementary Plan Guidance for investment from 2022 (PDF, 751 Kb)

Other useful information:

Guidance and tools

The Plan guidance, Supplementary Plan guidance and the Investment toolkit should be read alongside each other when you are developing your Plan. They can also inform your discussions with your Relationship Manager or Advisor.

Timeline for Investment from 2022

The final timeline for the Plan process was included in the Gazette notice published in February 2021.

Activity Timing
TEC releases Plan Guidance December 2020
TEC updates Investment Toolkit material and Plan engagement begins By March 2021
TEC publishes notices in the New Zealand Gazette setting out requirements for Plan content, timetable, assessment, and Plan summaries (this notice) By March 2021
TEOs submit Summary of Plan Shifts
(TEOs receiving more than $5m)
By April 2021
Government announces Budget May 2021
TEC releases Supplementary Plan Guidance to reflect any policy or Budget changes (as required) June 2021
TEC provides indicative allocations, and releases MoP and EPIC templates By 1 June 2021
TEOs submit proposed Plans, including MoP, EPIC, Learner Success and Additional Funding templates 9 July 2021
TEC reviews proposed Plans and has further discussion with TEOs as needed July - October 2021
TEOs notified of decisions via Plan funding approval letter From late October 2021
First payments made against Plans; Plan delivery begins January 2022

Previous plan guidance

Plan Guidance in December 2019 (PDF, 1.5 Mb)

Supplementary Plan Guidance June 2020 (PDF, 1.2 Mb) 

Note: The Plan Guidance editions for earlier years have been archived. If you need to access these, please email

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

If your organisation is not currently approved to receive On-Plan funding from us and you want to apply for funding, you need to complete the New Provider* Application Form (Word, 401 Kb), attaching the necessary supplementary information.

* A provider is considered “new” when they do not currently receive On-Plan TEC funding or have not received any On-Plan funding from TEC in the past 12 months, even if they receive other types of TEC funding.