Business calendar

Maramataka umanga

Last updated 5 December 2018
Last updated 5 December 2018

Keep track of all the important dates with our business calendar. 

The calendar includes key dates for the tertiary sector, including tertiary education institutions (TEIs) , universities , institutes of technology and polytechnics (ITPs) , private training establishments (PTEs) , wānanga , industry training organisations (ITOs) , and state or state-integrated schools.

December 2018

Dates for TEOs:

  • 5 December: (All TEOs) December fees-free return template and instructions sent to you via Workspace 2
  • 6 December: (Providers) Extract date for December fees-free return
  • 7 December: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 10 December: Final submission date for MPTT Tools Grant and Brokerage report on Workspace 2
  • 12 December: (All TEOs) December fees-free return due to TEC by uploading to Workspace 2
  • 17 December: (Providers) January fees-free return template and instructions sent to you via Workspace 2
  • 24 December: Submit Trades Academies final quantitative and qualitative reports for period 1 January to 14 December 2018 

Dates for TEC:

  • 3 December: Publish MPTT Tools Grant and Brokerage report on Workspace 2

2019

January 2019

Dates for TEOs

  • 1 January: (Providers) Extract date for January fees-free return
  • 11 January: (Providers) January fees-free return due to TEC by uploading to Workspace 2
  • 16 January: (Industry training organisations) January fees-free return template and instructions sent to you via Workspace 2
  • 23 January: (Industry training organisations) January fees-free return due to TEC by uploading to Workspace 2
  • 31 January: Final submission date for 2018 MPTT Actuals report
  • 31 January: Final submission date for 2018 MPTT Progress report
  • 31 January: Final submission date for the 2018 December Single Data Return (SDR) 

February 2019

Dates for TEOs

  • 1 February: Medical Interns Grant report due
  • 28 February: TEIs receiving equity funding for students with disabilities provide annual report
  • Submit ICT Graduate School 2018 annual reports

Dates for TEC

  • February-April interim 2018 EPIs will be available via Nga Kete

March 2019

Dates for TEOs

  • 12 March: Submit Trades Academies destination data in final quantitative report for 2018
  • 14 March: Submit Trades Academies progress report for period 1 January to 1 March 2019
  • 31 March: Submit Centres of Research Excellence (CoREs) reports for:
    • The Dodd-Walls Centre
    • Bio-Protection Research Centre
    • Quake CoRE, Riddet Institute
    • MacDiarmid Institute
  • 31 March: Final submission date for 2018 data in the Industry Training Register (ITR)

Dates for TEC

  • 27 March: Publish 2019 MPTT Actuals report
  • Review prior year performance and delivery data for literacy, Adult and Community Education (ACE) and Gateway funds. Provide data to TEOs
  • Start 2020 Investment Plan engagement with TEOs

2018 (historical dates)

January 2018

Dates for TEOs

  • 12 January: final submission date for 2017 MPTT Actuals Report
  • 15 January: final submission date for 2017 MPTT Progress Report
  • 15 January: final submission date for MPTT Tools Grant and Brokerage Report on Workspace2
  • 31 January: final submission date for the 2016 2017 December Single Data Return (SDR)
  • Negotiations for Entrepreneurial Universities Development Applications will be underway in early 2018, subject to applications being successful.
  • Victoria Universities entrepreneurial academic and their research programme commence

Dates for TEC

  • 8 January: publish MPTT Tools Grant and Brokerage report on Workspace2
  • start 2017 Investment Plan engagement

February 2018

Dates for TEOs:

  • 1 February: Medical Interns Grant report due
  • 8 February: final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
  • Submit ICT Graduate School 2017 Annual reports
  • 12 February: Evidence Portfolio (EP) estimates for the PBRF 2018 Quality Evaluation 
  • 23 February: Nominations for peer review panels for the PBRF 2018 Quality Evaluation close
  • 23 February: Entrepreneurial Universities Request for Funding Applications due by 12:00 noon
  • 28 February: TEIs receiving Equity Funding for students with disabilities provide annual report

Dates for TEC:

  • 1 February: publish MPTT Tools Grant and Brokerage report on Workspace 2
  • February-April interim 2017 EPIs will be available via Nga Kete

March 2018

Dates for TEOs:

  • 8 March: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 12 March: submit Trades Academies destination data in final quantitative report for 2017
  • 12 March: submit Trades Academies progress report for period 1 January to 1 March 2018
  • 19 – 21 March: Entrepreneurial Universities Expert Assessment Panel meet to assess applications received
  • 31 March: submit Centres of Research Excellence (CoREs) Reports for:
    • The Dodd-Walls Centre
    • Bio-Protection Research Centre
    • Quake CoRE
    • Riddet Institute
    • MacDiarmid Institute 
  • 31 March: final submission date for 2017 data in the Industry Training Register (ITR)

Dates for TEC:

  • 1 March: publish Māori and Pasifika Trades Training Tools (MPTT) Grant and Brokerage report on Workspace 2
  • Review prior year performance and delivery data for literacy, Adult and Community Education (ACE) and Gateway funds. Provide data to TEOs
  • Start 2018 Investment Plan engagement with TEOs 

April 2018

Dates for TEOs:

  • TEIs submit Annual Reports
  • 9 April: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 15 April: final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
  • 20 April: final date to submit Expression of Interest (EOI) for Joint Ventures and Amalgamation Projects (JVAP) funding, due before 5.00pm
  • 27 April: submit April Single Data Return (SDR), including updates for inclusion in 2017 published educational performance indicators (EPIs)
  • 30 April: submit Centre of Research Excellence (CoREs) Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga

Dates for TEC:

  • 1 April: finalise industry training data for 2017 
  • 2 April: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
  • 9 April: upload finalised 2017 industry training educational performance indicators (EPIs) and delivery information to Workspace 2
  • 19 April: second cohort of peer review panel members for the PBRF 2018 Quality Evaluation announced 
  • 27 April: close the 2017 educational performance indicator (EPI) data for providers
  • send out final 2017 ITO recoveries advice

May 2018

Dates for TEOs:

  • 8 May: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 11 May: May fees-free report template and instructions available via Workspace 2
  • 14 May: extract date for May fees-free report
  • 18 May: May fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

  • 1 May: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
  • 4 May: final 2017 EPI results available to TEOs via Ngā Kete

Other key dates:

  • 17 May: Government Budget announcement

June 2018

Dates for TEOs:

  • 8 June: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 11 June: submit Trades Academies progress report for period 1 January to 1 June 2018
  • 13 June: June fees-free report template and instructions available via Workspace 2
  • 14 June: extract date for June fees-free report
  • 20 June: June fees-free report due to TEC by uploading to Workspace 2

Dates for TEC: 

  • 1 June: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
  • Entrepreneurial Universities negotiations completed and contracts signed

July 2018

Dates for TEOs:

  • 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
  • 6 July: preliminary submission date for EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation 
  • 9 July: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 11 July: July fees-free report template and instructions available via Workspace 2
  • 12 July: extract date for July fees-free report
  • 13 July: resubmission of EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation, due by 4.00pm 
  • 13 July: deadline for draft Investment Plans (TEIs on one or two year Plans)
  • 13 July: deadline for draft MOPs and EPICs (all TEIs)
  • 13 July: deadline for PTEs to submit final Investment Plans (PTEs on one or two year Plans)
  • 13 July: deadline for PTEs to submit final MOPs and EPICs (all PTEs)
  • 16 July: Vice-Chancellor’s/Chief Executive Officer’s declaration for the PBRF 2018 Quality Evaluation, due by 4.00pm 
  • 18 July: July fees-free report due to TEC by uploading to Workspace 2
  • 27 July: Gateway mid-year Actuals report due 
  • 31 July: TEOs submitting notices of conflicts of interest in relation to panelists involved in the PBRF 2018 Quality Evaluation, due by 4.00pm
  • 31 July: additional peer review panel members for the PBRF 2018 Quality Evaluation announced

Dates for TEC:

  • 1 July: analyse Industry Training Register (ITR) data (payments reduced or withheld where necessary)
  • 2 July: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2

August 2018

Dates for TEOs:

  • 3 August: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 3 August: (Providers) Fees-Free Report template and instructions sent to you via Workspace 2
  • 6 August: (Providers) August fees-free report template and instructions available via Workspace 2
  • 7 August: (Providers) Extract date for August fees-free report
  • 8 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 13 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
  • 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
  • 20 August: Deadline for final Investment Plans (TEIs on one or two year Plans)
  • 20 August: Deadline for final MOPs and EPICs (all TEIs)
  • 21 August: Final submission date for August SDR
  • 31 August: Gateway applications for new schools close
  • Submit ICT Graduate Schools progress reports 
  • Higher risk TEIs provide financial update to TEC
  • Submit Medical Intern numbers (Otago and Auckland)
  • Provide information requested by KPMG for the PBRF QE 2018 data audit

Dates for TEC:

  • 1 August: Publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2

September 2018

Dates for TEOs:

  • 1 September: ITO data snapshot – all data must be up to date in the ITR
  • 5 September: (Industry training) Fees-Free Report template and instructions sent to you via Workspace 2
  • 7 September: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 9 September: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace2
  • 12 September: (Providers) September fees-free report template and instructions available via Workspace 2
  • 12 September: (Industry training) Fees-Free Report due to TEC by uploading to Workspace 2
  • 13 September: (Providers) Extract date for September fees-free report
  • 19 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2
  • Check and confirm RDC data for Performance-Based Research fund

Dates for TEC:

  • 1 September: Analyse ITR data (payments reduced or withheld where necessary)
  • 2 September: Publish MPTT Tools Grant and Brokerage report on Workspace2
  • 7 September: ITOs to submit 2019 MoPs and EPICs
  • Start TEO Investment Plan assessment for those TEOs on 1-year plans
  • Calculate indicative PBRF funding calculations for 2019

October 2018

Dates for TEOs:

  • 3 October: (Industry training) Fees-Free Report template and instructions sent to you via Workspace 2
  • 5 October: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 8 October: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
  • 10 October: (Industry training) Fees-Free Report due to TEC by uploading to Workspace 2
  • 17 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
  • 18 October: (Providers) Extract date for October Fees-Free Report
  • 24 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2

Dates for TEC:

  • 1 October: Publish MPTT Tools Grant and Brokerage report on Workspace 2
  • Board decisions on 2019 funding allocations made
  • Notify providers of adjustments from PBRF wash-up

November 2018

Dates for TEOs:

  • 5 November: (Industry training) November Fees-Free Report template and instructions sent to you via Workspace 2
  • 8 November: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
  • 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 12 November: (Industry training) November Fees-Free Report due to TEC by uploading to Workspace 2
  • 14 November: (Providers) November Fees-Free Report template and instructions sent to you via Workspace 2
  • 15 November: (Providers) Extract date for November Fees-Free Report
  • 21 November: (Providers) November Fees-Free Report due to TEC by uploading to Workspace 2

Dates for TEC:

  • 1 November: Publish MPTT Tools Grant and Brokerage report on Workspace 2
  • Upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations
  • Send 2019 funding confirmation letters to ITOs

2017 (historical dates)

January 2017

Dates for TEOs:

  • 31 January: final submission date for the 2016 December Single Data Return (SDR)
  • 31 January: final submission date for 2016 Workspace 2 data returns (WS2) for:
    • Adult Community Education (ACE)
    • Refugee English Final Report for 2016
    • Intensive Literacy and Numeracy (ILN) – Final Report for 2016
    • Intensive Literacy and Numeracy ESOL (ILN ESOL) – Final Report for 2016
    • TEO-led Workplace Literacy and Numeracy (WLN) – Final Report for 2016
  • submit all end-of-year Actuals reports (including all Literacy funds, ACE in Schools, Gateway and Trades Academies).

Dates for TEC:

  • 4 January: start prior year funding recovery process
  • publish educational performance indicators (EPI) timeline
  • start 2017 Investment Plan monitoring and engagement
  • deliver Q2 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).

 

February 2017

Dates for TEOs:

  • 3 February: CAPEs Request for Funding Applications due by 12:00 noon
  • 21 February: TEI Financial Monitoring Framework Review feedback due
  • 24 February: Gateway Unit Standard Results for 2016 due on Workspace 2
  • 28 February: TEIs receiving Equity Funding for students with disabilities must provide an annual report using the reporting template. The report needs to be submitted via Workspace 2 by 5pm
  • TEIs provide to TEC three-year financial forecasts, indicative 2016 financial results and 2017 budget information
  • CEPs provide financial viability attestations.

Dates for TEC:

  • week of 8 February: upload 2016 Student Achievement Component (SAC) and Youth Guarantee (YG) EPIs on Analyse My Performance on Workspace 2 (updated if providers have any changes until May)
  • week of 13 February: provide 2016 recovery advice to all TEIs, PTEs, CEPs, schools  
  • recoveries advice sent to ITPs, universities and wānanga (February/March)
  • analyse literacy funds, ACE and Gateway data.

 

March 2017

Dates for TEOs:

  • 8 March: (TEIs) submit indicative enrolment information via Workspace 2
  • 10 March: submit Trades Academies progress report
  • 17 March: Request for Funding Applications for Entrepreneurial Universities due by 12:00 noon
  • 31 March: final submission date for 2016 Industry Training Register (ITR) data
  • 31 March: submit Centre of Research Excellence Annual Reports for:
    • the Dodd-Walls Centre
    • Bio-Protection Research Centre
    • Quake CoRE
    • Riddet Institute
    • MacDiarmid Institute
  • submit S321 reports
  • submit (manually) Youth Guarantee Secondary-Tertiary Pilot progress report.

Dates for TEC:

  • publish Single Data Return (SDR) volume data for previous year
  • publish Plan Guidance (March/April)
  • Priority Engineering Workspace 2 report due
  • upload Performance-Based Research Fund (PBRF) data on Research Degree Completions (RDC) to Workspace 2
  • start work on funding methodology development
  • review prior year literacy funds, Adult and Community Education (ACE) and Gateway data provided to TEOs
  • start 2017 Investment Plan engagement with ITOs and TEOs on one-year plans
  • recalculate PLF adjustments based on final funding for previous year
  • provide input to NZQA for PTE EERs
  • reopen Employer-led Workplace Literacy & Numeracy Fund for applications
  • All Grants Provider Allocations published on TEC website.

April 2017

Dates for TEOs: 

  • (TEIs) submit Annual Reports
  • 28 April: submit April Single Data Return (SDR), including updates for inclusion in 2016 published educational performance indicators (EPIs).
  • 30 April: submit Centre of Research Excellence Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga. 

Dates for TEC:  

  • finalise Industry Training performance information for 2016 for publication and upload it to Workspace 2
  • send out final 2016 ITO recoveries advice
  • upload PLF simulation model to Workspace 2
  • deliver Q3 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation)
  • 28 April: close the 2016 educational performance indicator (EPI) data. 

May 2017

Dates for TEOs: 

  • 31 May: last date to submit Performance Based Research Fund (PBRF) prior year external research income (ERI) declarations via Workspace 2
  • (TEIs) submit annual audited financial results, updates to forecast financial information
  • (TEIs) submit 10-year Capital Asset spending intentions and Capital Asset Management capability assessments. 

Dates for TEC:  

  • 15 May: Audit questionnaires issued to TEOs participating in the  Performance Based Research Fund (PBRF) 2018 Quality Evaluation
  • upload TEOs final updated performance against commitments information (SDR) to Workspace 2
  • engage with TEIs and PTEs where required regarding under-delivery and low-performing provision 
  • complete previous year’s recovery of funding
  • notify participating TEOs of the Audit Methodology for the Performance Based Research Fund (PBRF) Quality Evaluation (QE) 2018 process audit.  
  • Gazette Notice published

Other key dates:

  • 25 May: Government Budget announcement. 

 

June 2017

Dates for TEOs:

  • 13 June: Audit questionnaires due for TEOs participating in the PBRF 2018 Quality Evaluation
  • 14 June: submit Trades Academies progress report
  • 14 June: submit Literacy and Numeracy fund's progress reports
    • 14 June: Literacy and Numeracy (ILN) Actuals, first progress report due
    • 14 June: ILN ESOL Actuals, first progress report due
    • 14 June: ILN – Refugee English Actuals, first progress report due
    • 14 June: Workplace Literacy and Numeracy (WLN) Actuals, first progress report due
  • Confirm Research degree completions (RDC) by end of June
  • (ITOs) submit 2016 financial results and 2017 – 2018 forecasts
  • Performance Based Research Fund (PBRF) Quality Evaluation (QE) 2018 process audit starts. 

Dates for TEC: 

  • publish April Single Data Return (SDR) interim volume data
  • release 2016 educational performance indicator (EPI) data on TEC website
  • upload initial performance-linked funding (PLF) calculations to Workspace 2
  • publish TEC Statement of Performance Expectation. 

Other key dates:

  • OECD’s Programme for the International Assessment of Adult Competencies (PIACC) released
  • Annual Maximum Fee Movement (AMFM). 

 

July 2017

Dates for TEOs:

  • 28 July: Gateway Actuals, first enrolments report due 
  • 31 July: submit ACE in Schools MoPs
  • 31 July ITOs submit Investment Plans
  • (PTEs not exempt from Investment Plans) ─ submit Investment Plans via Workspace 2
  • submit Trades Academies progress report
  • submit (manually) Youth Guarantee Secondary-Tertiary Pilot progress report
  • apply to the Ministry of Education (via TEC) for an ESL login to access the Performance Based Research Fund (PBRF) QE 2018 IT system
  • apply to the TEC for FTP credentials required to upload EPs and NROs

Dates for TEC:

  • notify TEOs of PLF adjustments to December payments via Workspace 2
  • notify providers of adjustments from PBRF wash-up 
  • upload PBRF data on RDC to Workspace 2
  • input to NZQA PTE EERs scheduled between September-December
  • carry out six month analysis of Employer-led Workplace Literacy & Numeracy Fund
  • notify participating TEOs that the PBRF QE 2018 IT system is available for uploading Evidence Portfolios(EPs) and Nominated Research Outputs (NROs)

 

August 2017

Dates for TEOs:

  • By 7 August submit Priority Engineering report via Workspace 2
  • 14 August: Adult Literacy Educator Grants, second progress report due
  • 21 August: final submission date for August SDR
  • By 31 August: (TEIs on 1 year plans who need a new plan for 2018) and industry training organisations submit Investment Plans via Workspace 2 
  • By 31 August: (TEOs) submit updated MoP template with new rates 
  • submit ICT Graduate Schools progress reports
  • Gateway applications for new schools close
  • (higher risk TEIs) - provide financial update to TEC
  • submit Adult Literacy Educator Grant (ALEG) report via Workspace 2
  • submit Medical Intern numbers (Otago and Auckland)

Dates for TEC:

  • 8 - 9 August: National Literacy and Numeracy Symposium 

 

September 2017

Dates for TEOs:

Dates for TEC:

  • start TEI and industry training organisation Investment Plan assessment for those TEIs on 1-year plans
  • undertake indicative 2017 PBRF funding calculations
  • analyse August SDR (payments reduced or withheld for future months where necessary)
  • 12-14 September – ITENZ Conference
  • publish 2016 educational performance indicators (EPIs) using current and new methodology

 

October 2017

Dates for TEOs:

  • By 06 October - applications for an exception to the Annual Maximum Fee Movement (AMFM) policy due. This application process applies only to courses that start between 1 January 2018 and 31 December 2018.
  • 13 October - Intensive Literacy and Numeracy (ILN) Actuals, second progress report due 
  • 13 October - ILN ESOL Actuals, second progress report due 
  • 13 October - ILN – Refugee English Actuals, first progress report due 
  • 13 October - Workplace Literacy and Numeracy (WLN) Actuals, first progress report due

Dates for TEC:

  • Board decisions on 2018 funding allocations made
  • publish Tertiary Education Performance Report (Oct/Nov)
  • publish August SDR interim volume data
  • deliver Q1 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
  • Indicative 2018 PBRF funding calculations made
  • PLF threshold scores published (for forthcoming year)

 

November 2017

Dates for TEOs:

  • 16 November - Sector Reference Group Investment Approach meeting
  • 21 November - submit Priority Engineering report via Workspace 2
  • PBRF QE 2018 process audit ends

Dates for TEC:

  • notify TEOs of final funding decisions via funding approval letters (November/December)
  • notify TEOs of final performance-linked funding decisions
  • provide MACs with indicative allocations for 2017
  • upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations
  • send funding confirmation letters to ITOs 
  • publish performance-linked funding threshold scores for next year (Nov/Dec)
  • 23 November - TEC Annual Report (2016/17) published 
  • request the indicative number of EPs to be submitted to each panel for the PBRF 2018 Quality Evaluation 

 

December 2017

Dates for TEOs:

  • 15 December - submit Youth Guarantee Secondary-Tertiary progress report 
  • 20 December - Gateway Actuals, second enrolments report due 
  • 22 December - submit Trades Academies progress report

Dates for TEC:

  • publish updated All Grants Provider Funding information
  • make performance-linked funding adjustments (based on previous year’s performance)
  • publish call for second batch of panellists for the PBRF 2018 Quality Evaluation

2016 (historical dates)

 

January 2016

Dates for TEOs:

  • submit December Single Data Return (SDR) ─ 29 January
  • submit all end-of-year manual reports (including all Literacy funds Adult and Community Education (ACE) in Schools, Gateway, and Trades Academies)
  • submit 2016 Industry Training Register (ITR) data
  • submit December 2015 priority engineering reports ─ due 22 January.

Dates for TEC:

  • start prior year funding recoveries
  • publish educational performance indicators  (EPI) timeline
  • start 2016 Investment Plan monitoring and engagement 
  • deliver Q2 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).

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February 2016

Dates for TEOs:

  • (TEIs) provide three year financial forecasts to the TEC and indicative 2015 financial results and 2016 budget information
  • (CEPs) provide financial viability attestations.

Dates for TEC:

  • upload recoveries advice to Workspace 2: all PTEs, CEPs, schools and wānanga
  • upload recoveries advice sent to ITPs, Universities, and Wānanga (February/March)
  • upload 2015 Student Achievement Component (SAC) and Youth Guarantee (YG) EPIs on Analyse My Performance on Workspace 2 (updated fortnightly until June)
  • analyse literacy funds, ACE and Gateway data
  • Investment Approach Sector Reference Group meeting.

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March 2016

Dates for TEOs:

  • (TEIs) submit indicative enrolment information via Workspace 2
  • submit ITR data for 2015 - closes 31 March
  • submit ACE in communities and S321 reports
  • submit Trades Academies progress report
  • submit (manually) YG Secondary-Tertiary Pilot progress report
  • submit ITOs audited 2015 year-end financial results and budget 2016 information
  • submit Adult Literacy Educator Grants via Workspace 2.

Dates for TEC:

  • publish Supplementary Plan Guidance (March/April)
  • publish SDR volume data for previous year
  • upload Performance-Based Research Fund (PBRF) data on Research Degree Completions (RDC) to Workspace 2
  • start work on Funding methodology development
  • review prior year literacy funds, ACE and Gateway data provided to TEOs
  • start 2017 Investment Plan engagement with TEOs
  • recalculate PLF adjustments based on final funding for previous year
  • provide input to NZQA for PTE EERs
  • reopen Employer-led Workplace Literacy & Numeracy Fund for applications.

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April 2016

Dates for TEOs:

  • submit TEI Annual Reports
  • submit April SDR (29th)
  • submit updates for inclusion in 2015 published EPIs (29th)
  • submit Centres of Research Excellence (CoREs) annual reports (March/April).

Dates for TEC:

  • take ITR snapshot (1 April)
  • update All Grants Provider Allocations published on TEC website
  • finalise Industry Training performance information for 2015 for publication and upload it to Workspace 2
  • send out final 2015 ITO recoveries advice
  • upload PLF simulation model to Workspace 2
  • deliver Q3 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation)
  • make SAC Levels 1 and 2 Competitive application information available.

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May 2016

Dates for TEOs:

  • submit PBRF prior year external research income (ERI) declarations via Workspace 2
  • submit TEIs’ annual audited financial results, updates to forecast financial information and report 10-year Capital Asset spending intentions. 

Dates for TEC:

  • upload TEOs final updated performance against commitments information (SDR) to Workspace 2
  • engage with PTEs where required regarding under-delivery and low-performing provision 
  • complete previous year’s recovery of funding
  • Investment Approach Sector Reference Group meeting.

Other key dates:

  • Government Budget announcement.

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June 2016

Dates for TEOs:

  • submit Literacy and Numeracy fund progress reports
  • submit university draft Investment Plans
  • (ITOs) submit forecast 2017 budget and updated 2016 budget.

Dates for TEC:

  • publish April SDR interim volume data
  • start PBRF prior year wash-up
  • send indicative allocation letters to TEOs (For PTEs: June/July)
  • release 2015 EPI data on TEC website
  • make Mix of Provision (MoP) templates available through Workspace 2
  • upload initial PLF calculations to Workspace 2
  • publish TEC Statement of Performance Expectation published
  • publish Supplementary Plan Guidance (if required) to reflect any policy or Budget changes.

Other key dates:

  • OECD’s Programme for the International Assessment of Adult Competencies (PIACC) released
  • Annual Maximum Fee Movement (AMFM)
  • Gazette Notice published (TBC)
  • mid-year SDR Roadshow.

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July 2016

Dates for TEOs:

  • (PTEs not exempt from Investment Plans) ─ submit Investment Plans via Workspace 2
  • submit Gateway progress reports via Workspace 2
  • submit ACE in Schools MoPs by 31 July
  • submit Trades Academies progress report
  • submit (manually) YG Secondary-Tertiary Pilot progress report.

Dates for TEC:

  • notify TEOs of PLF adjustments to December payments via Workspace 2
  • upload PBRF data on RDC to Workspace 2
  • input to NZQA PTE EERs scheduled between September-December
  • carry out six month analysis of Employer-led Workplace Literacy & Numeracy Fund.

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August 2016

Dates for TEOs:

  • submit August SDR
  • submit ICT Graduate Schools progress reports
  • release Gateway initial allocation letters(TBC)
  • Gateway applications for new schools close
  • (higher risk TEIs) - provide financial update to TEC
  • (TEIs) submit Investment Plans via Workspace 2 by 31 August
  • (TEOs) submit updated MoP by 31 August
  • (TEIs) submit indicative enrolment information via Workspace 2
  • submit Priority Engineering report via Workspace 2
  • submit Adult Literacy Educator Grant (ALEG) report via Workspace 2
  • submit Medical Intern numbers submitted (Otago and Auckland).

Dates for TEC:

  • upload PBRF RDC data to Workspace 2
  • Investment Approach Sector Reference Group meeting
  • publish 2015 EPIs using current and new methodology
  • National Literacy and Numeracy Symposium (8-9 Aug).

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September 2016

Dates for TEC:

  • start TEI Investment Plan assessment
  • undertake indicative 2017 PBRF funding calculations
  • analyse August SDR (payments reduced or withheld for future months where necessary).

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October 2016

Dates for TEOs:

  • submit Literacy and Numeracy fund progress reports
  • TEC Roadshow.

Dates for TEC:

  • publish Tertiary Education Performance Report (Oct/Nov)
  • publish August SDR interim volume data
  • deliver Q1 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).

 

November 2016

Dates for TEOs:

  • Sector Reference Group Investment Approach meeting – 16 November.

Dates for TEC:

  • notify TEOs of final funding decisions via funding approval letters (November/December)
  • notify TEOs of final performance-linked funding  decisions
  • provide MACs with indicative allocations for 2017
  • upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations
  • send funding confirmation letters to ITOs on 2-year plans
  • publish performance-linked funding threshold scores for next year (Nov/Dec)
  • TEC Annual Report (2015/16) published – 23 November.

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December 2016

Dates for TEOs:

  • submit Youth Guarantee Secondary-Tertiary progress report – by 15 December
  • submit Gateway reports – by 20 December.

Dates for TEC:

  • publish updated All Grants Provider Funding information
  • make performance-linked funding adjustments (based on previous year’s performance).

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