Interactions with other Funds

Interactions with other Funds

Last updated 18 February 2021
Last updated 18 February 2021

This page provides information about how Fees Free interacts with the Targeted Training and Apprenticeship Fund (TTAF), Māori and Pasifika Trades Training (MPTT) and Youth Guarantee (YG).

Enrolling and reporting on learners at Level 3 and above

This section provides guidance on how to enrol and report on learners at Level 3 and above in the following funds with the introduction of Targeted Training and Apprenticeship Fund (TTAF) on 1 July 2020:

  • Fees Free (FF),
  • Māori Pasifika Trades Training (MPTT), and
  • Youth Guarantee (YG).

What does the introduction of TTAF, and the change to Fees Free, mean for MPTT and YG?

  • We expect a learner that would have been enrolled as a MPTT or YG learner in the past, will continue to be enrolled through these funds whilst there are places available, rather than TTAF. This is because the MPTT and YG funds offer additional resources and pastoral care to learners that require it.
  • MPTT places should continue to be used as agreed with your consortia and TEC.
  • TTAF study does not use a learner’s fees-free entitlement, and will not count as prior study in relation to any future fees-free entitlement.
  • Changes to Fees Free rules mean that MPTT and YG enrolments after 1 July 2020 will no longer use up a learner’s fees-free entitlement or count as prior study or training for Fees Free eligibility. This means learners will not be disadvantaged by being enrolled in these initiatives.
  • The TEC will review enrolment source of funding (SOF) codes in its monitoring activity.

If we enrol a learner in TTAF instead of MPTT or YG, what is the Tertiary Education Commission’s (TEC’s) position on this?

If you choose to:

  • enrol a learner under SAC Level 3 and above, in a TTAF eligible programme; and
  • prior to TTAF being available you would have ordinarily enrolled that learner under MPTT (SOF 29) or YG (SOF 22); you are required to support this learner in the same way that you would have supported them via MPTT or YG.
  • You will be required to self-fund this same level of support that would have been provided had those learners been enrolled in MPTT or YG. No additional funding will be provided for this support. This requirement can be found in your funding agreement at clause 40(c).

The Ministry of Education are considering the impact of TTAF on MPTT and YG settings for learners and Tertiary Education Organisations. Any changes will be communicated following the Minister’s agreement to any changes to the MPTT and YG funding parameters.

TTAF interaction with Fees Free

If a learner enrols in a TTAF course after 1 July 2020 are they eligible for Fees Free?

Qualifications and programmes included in the TTAF target areas are excluded from Fees Free. In other words, where both could apply, the learner’s fees are funded by the TTAF, and not through Fees Free funding.

Learners undertaking TTAF programmes:

  • will not use up their fees-free entitlement; and
  • will not have this learning count as prior study or training when determining fees-free eligibility.
  • This means that if a learner is enrolled in a TTAF course it will not count towards the use of their fees-free entitlement.

If a learner has completed a TTAF course and goes on to further study, are they eligible for Fees Free?

  • A Fees Free eligible learner who completed a TTAF course, will still be entitled to the full fees-free entitlement (the lower of $12,000, or 1 EFTS of tertiary education, or two years of industry training) for any additional eligible study they undertake. If the learner has used some of their entitlement prior to TTAF, then they will be able to access their remaining entitlement after TTAF.
  • While we do not anticipate any changes to the Fees Free policy for 2021, the availability and eligibility rules for Fees Free from 2021 is subject to policy decisions, and, we cannot guarantee that learners will be able to access fees-free funding following the end of TTAF.

What are the rules for SAC funded TTAF courses that started before 1 July 2020?            

  • If a learner who is eligible for Fees Free enrolled in a TTAF course that began before 1 July 2020, this is how their course will be pro-rated between Fees Free and TTAF.
Course Start Date Percentage of course post 1 July Included in TTAF Included in Fees Free
1 January – 30 April 2020 50% to less than 75% 50% 50%
1 January – 30 April 2020 75% or more 100% 0%
1 May – 30 June 2020 33% or more 100% 0%

Learners will not need to contact the TEC for these changes to be reflected in their Fees Free entitlement. However, it will take time for the TEC to process these changes so that they are reflected in an learner’s fees-free entitlement information.

MPTT and YG interaction with Fees Free

If a learner has completed a MPTT or YG course, and goes on to further study are they eligible for Fees Free?

  • This will depend on when the learner started their MPTT or YG course.
MPTT or YG course start/end date Outcome
Starts between 1 January and 31 December 2018.

For YG only:

This study will not count towards the use of a learner’s fees-free entitlement.

For MPTT only:

This study will count towards the use of a learner's fees-free entitlement.

Starts on, or after, 1 January 2019, and ends prior to 30 June 2020 This study will count towards the use of a learner's fees-free entitlement.
Starts on, or after, 1 January 2020 and continues after 1 July 2020 See table below.
Starts on, or after, 1 July 2020 The study will not count towards the use of a learner's fees-free entitlement.
  • This table shows the proportion of a course that does count towards a learner’s fees-free entitlement use.  
Course start date Percentage of course post 1 July Proportion of course that counts towards entitlement use
1 January - 30 April 2020 Less than 50% 100%
1 January - 30 April 2020 50% to less than 75% 50%
1 January - 30 April 2020 75% or more 0%
1 May - 30 June 2020 33% or more 0%
1 May - 30 June 2020 Less than 33% 100%
  • MPTT or YG courses that started on or after 1 July 2020 will not be counted towards a learner's fees-free entitlement.
  • Therefore, if a learner enrols in an MPTT or YG course that started on or after 1 July 2020, this study will not impact their eligibility for Fees Free tertiary education, under current policy settings. If the learner has previously accessed Fees Free, and has remaining entitlement, they will be able to use this at a later date (should they meet the criteria applicable at the time they enrol in further study).

Prior study rules for MPTT and YG from 1 July 2020

Will MPTT and YG study be included in a learner’s prior study when determining eligibility for Fees Free?

  • To be eligible for Fees Free, a learner must not have undertaken more than half a year of equivalent full-time tertiary education (0.5 equivalent full-time student (EFTS) or 60 credits) at level 3 or above on the New Zealand Qualifications Framework (NZQF), including tertiary education at an equivalent level undertaken in any country; known as the prior study and training criteria.
  • Credits obtained from MPTT or YG courses that start on, or after 1 July 2020 will no longer be included as part of the 60 credits of prior study and training criteria. 
  • Refer to the above table for interactions between MPTT/YG and Fees Free.

Learners will not need to contact the TEC for the changes to be reflected in their fees-free entitlement. However, it will take time for the TEC to process the changes and for them to be reflected in an individual’s fees-free entitlement information. 

Reporting requirements for Fees Free

Do we need to include details on TTAF, MPTT or YG courses that started before 1 July 2020 in our Fees Free report?

Yes, you should include these TTAF, MPTT or YG courses in your Fees Free report. You do not need to specify which learners are enrolled in your TTAF courses. We will exclude any TTAF courses based on the transition rules when determining learners’ fees-free entitlement use.
This will enable the TEC to ensure we accurately determine the learner’s fees-free entitlement use, and ensure learners are not disadvantaged in the future.

Do we need to include details on TTAF, MPTT or YG courses that started after 1 July 2020 in our Fees Free report?

No, you are no longer required to give us details of the TTAF, MPTT or YG courses that start after 1 July 2020 in your monthly Fees Free reports, as these no longer use a learner’s fees-free entitlement.

What if I have missed a learner off in a previous reporting round?

If a learner is not included in reporting before 1 July 2020 but should have been, then they should be included in your next Fees Free reporting round. 

Reporting requirements for the Single Data Return (SDR)

Which source of funding codes do we use in our SDR reporting for Fees Free and TTAF learners?

  • Learners enrolled in TTAF eligible qualifications are to be reported under the applicable SAC Level 3 and above, funding code.
  • There is no change to the way in which you report Fees Free, MPTT or YG learners in the SDR.
  • You should continue to report all other learners using the funding code applicable to the enrolment.
  • Please use the source codes outlined in the following table for your reporting:
Fund SDR Code
SAC level 3+ eligible for TTAF or Fees Free applicable SAC funding code
YG 22
MPTT 29

Process to manage TEO Fees Free credits/refunds

  • The process to manage Fees Free credits/refunds to TEOs over the transition period will be advised shortly.
  • If the delay in processing the above rules prevents a learner from accessing Fees Free study, please contact us on 0800 601 301 or customerservice@tec.govt.nz.