Investment Toolkit

Investment Toolkit

Last updated 4 December 2017
Last updated 12/04/2017

The Investment Toolkit provides information, products and templates for the 2018 Investment round. This page will be added to throughout the year. 

Our objective is to make high-quality investment decisions that achieve better social and economic outcomes for learners and New Zealand - this Toolkit will help us work together to achieve this.

The products and templates contained in the Investment Toolkit:

  • explain in more detail what we want to invest in by fund, and how we will make decisions
  • support you to better understand, articulate and improve your own performance
  • make it simpler to do business with us.


We have made some changes to our approach to the 2018 Investment round including having a slightly earlier deadline for tertiary education institution (TEI) Investment Plan submission. 


Indicative timing

TEC releases Plan Guidance 

Dec 2017

TEC releases Investment Toolkit material 

Dec 2017 – Feb 2018

TEC releases Gazette Notice

Feb 2018

Plan engagement

Feb 2018 – Aug 2018

Government announces Budget 2018

May 2018

TEC provides indicative allocations, and releases Mix of Provision (MOP) and Education Performance Indicator Commitments (EPICs) templates

June 2018

TEC releases Supplementary Plan Guidance to reflect any policy or Budget changes (if required)

June 2018

Deadline for draft Plans (TEIs on one or two year Plans)
Deadline for draft MoPs and EPICs (all TEIs)

13 July 2018 

Deadline for PTEs to submit final Plans (PTEs on one or two year Plans)
Deadline for PTEs to submit final MOPs and EPICs (all PTEs)

13 July 2018

Deadline for final Plans (TEIs on one or two year Plans)
Deadline for final MOPs and EPICs (all TEIs)

20 Aug 2018

TEC makes funding decisions

Oct 2018

TEOs notified of decisions via Plan funding approval letter

Oct/Nov 2018

First payments

Jan 2019

Tools to support TEOs, TEC and others to understand TEO performance

When we assess your Investment Plan, we will look for evidence that you have used multiple sources of information and data to build up a robust picture of your performance.

Some of these tools and information sources are provided below to support this. 

Benchmarking with NZBT+  (PDF, 685 Kb)
Using comparative data to build institutional capability

NZBT+ (New Zealand Benchmarking Tool) 
For TEIs: provides a comparative cost-efficiency view of your operations

Tertiary career development benchmarks
Helps TEOs self-assess their capability in supporting students’ career development

Student Voice full report and Student Voice Quick Reference Guide
Provides guidance for TEOs on ways to engage with students.

Information about labour market demand

We will add to these lists periodically as new information becomes available. If you have any suggestions for other reports or resources that you would like us to add, please contact  

General labour market information sources

Labour market information sources by region


Tai Tokerau Northland Economic Action Plan


ATEED’s Auckland Innovation Plan

Bay of Plenty

BoPRC’s Regional Economic Development Strategy

East Coast

Activate Tairāwhiti’s Economic Action Plan


Waikato Means Business: An Economic Development Strategy for the Waikato Region


Taranaki Regional Economic Development Strategy 2010-2035


Accellerate25: Manawatū-Whanganui Economic Action Plan

Hawke’s Bay

HBREDS’s Matariki Strategy


WREDA’s  Big Ideas for Economic Growth


NRDA’s  Employment Profiles

West Coast

West Coast Economic Development Action Plan 2017


CDC’s Economic Development Strategy


Dunedin NZ’s Economic Development Strategy

Central Otago Economic and Business Development Strategy


Venture Southland’s Regional Development Strategy

Labour market information sources by industry


TEC Business templates

This is a template TEOs can use to structure their Investment Plan. The template sets out the requirements for proposed Plans and ensures we have all the information we require to make informed investment decisions

The MOP and NZQF templates are the same as in previous years. Historical data will be available in My Commitments application. These are examples provided for informational purposes only. Working templates will be available from June 2018.

Want to know more?

For more information about the Investment round, please contact your Investment Manager or call our Sector Helpdesk on 0800 601 301