Monitoring and reporting

Monitoring and reporting

Last updated 24 April 2017
Last updated 04/24/2017

This page provides information about tertiary education organisation (TEO) reporting on Youth Guarantee delivery, and our monitoring of TEO performance.

TEOs with an indicative allocation of Youth Guarantee funding submit a completed mix of provision (MoP) template, and an Educational Performance Indicator Commitments (EPICs) template to us via Workspace 2. We approve the MoP and EPICs through the Plan approval process.

We monitor TEOs’ reported delivery against these commitments and other requirements and expectations that we set TEOs.


All Youth Guarantee funded TEOs report to us through the Single Data Return (SDR). We use data submitted via the SDR to monitor performance, publish performance information and report tertiary education statistics.

TEO reporting is carried out through our section of the Services for Tertiary Education Organisations (STEO) website. Each TEO submits its SDR, as well as registers and maintains qualifications for funding, and updates qualification, course and delivery site details, through this website.

During the calendar year, each TEO must submit SDRs as per the SDR timetable.

The full details of the timing and data required to be submitted in the SDR can be found in the SDR manual.

For further information about reporting, please see the following funding conditions:


We monitor TEO performance and practices to understand TEO performance in the sector, and to inform our decisions about future funding a TEO may receive.

We monitor the performance of TEOs against the following Educational Performance Indicators (EPIs):

  • course completions
  • qualification completions
  • cohort-based qualification completions
  • student retention
  • cohort-based student retention, and
  • student progression to higher level study or employment.

Youth Guarantee performance framework

We monitor each TEO's performance against these EPIs using the Youth Guarantee performance framework below. The framework sets out our minimum performance expectations for each TEO. In addition to these being the minimum, we expect TEO performance to improve year on year.


Course completion

Qualification completion



Level 1


40% (for levels 1 and 2 combined)



Level 2




Level 3





The 40% qualification completion target  recognises likely student capability and that some students may not achieve the qualification first time. TEOs can re-enrol students to enable them to achieve their qualification (except if they are 20 years old).

See Eligibility of 20 year olds.

For further information on how EPIs are defined and calculated, please see the Educational performance section of our website.

Other monitoring

In addition, we monitor TEO:

  • achievement of EPICs and MoP delivery commitments
  • compliance with Youth Guarantee funding conditions and legislative requirements
  • achievement of parity with respect to participation and EPIs for target learner groups set out in the Tertiary Education Strategy, and
  • achievement of other expectations that we communicate to TEOs.

Monitoring compliance with funding conditions includes but is not limited to: