Investment Toolkit
Investment Toolkit
The Investment Toolkit provides information, products and templates for the 2018 Investment round. This page will be added to throughout the year.
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. Activity 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) 13 July 2018 Deadline for PTEs to submit final Plans (PTEs on one or two year Plans) 13 July 2018 Deadline for final Plans (TEIs on one or two year Plans) 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 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. NZBT+ (New Zealand Benchmarking Tool) Tertiary career development benchmarks Student Voice full report and Student Voice Quick Reference Guide 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 sectorhelpdesk@tec.govt.nz. General labour market information sources Labour market information sources by region Northland Tai Tokerau Northland Economic Action Plan Auckland ATEED’s Auckland Innovation Plan Bay of Plenty BoPRC’s Regional Economic Development Strategy East Coast Activate Tairāwhiti’s Economic Action Plan Waikato Waikato Means Business: An Economic Development Strategy for the Waikato Region Taranaki Taranaki Regional Economic Development Strategy 2010-2035 Manawatū Accellerate25: Manawatū-Whanganui Economic Action Plan Hawke’s Bay Wellington WREDA’s Big Ideas for Economic Growth Nelson West Coast West Coast Economic Development Action Plan 2017 Canterbury CDC’s Economic Development Strategy Otago Dunedin NZ’s Economic Development Strategy Central Otago Economic and Business Development Strategy Southland Venture Southland’s Regional Development Strategy Labour market information sources by industry 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. For more information about the Investment round, please contact your Investment Manager or call our Sector Helpdesk on 0800 601 301Timeline
Deadline for draft MoPs and EPICs (all TEIs)
Deadline for PTEs to submit final MOPs and EPICs (all PTEs)
Deadline for final MOPs and EPICs (all TEIs)
Tools to support TEOs, TEC and others to understand TEO performance
For TEIs: provides a comparative cost-efficiency view of your operations
Helps TEOs self-assess their capability in supporting students’ career development
Provides guidance for TEOs on ways to engage with students.Information about labour market demand
TEC Business templates
Want to know more?