Resources and publications

Resources and publications

Last updated 27 April 2022
Last updated 27 April 2022

This page provides a list of Performance-Based Research Fund publications, guidelines and other resources.

This includes user manuals, technical specifications, annual report and performance information, reporting ERI, measuring research degree completion information and older resources.

User manuals

  • PBRF User Manual V5 - updated March 2022 (PDF, 907 KB)
    A comprehensive guide to the PBRF as a whole. Outlines key components of the PBRF, the purpose and drivers of the fund and information to help tertiary education organisations to respond to the data requirements of the PBRF.

  • Workspace 2 template
    Data collection for PBRF (PDF, 517 Kb)
  • PBRF IT System User Guide 2018 Quality Evaluation for TEO Administrators (updated February 2018) (PDF, 2 MB)
    A comprehensive guide to assist research managers and administrators in using the PBRF IT System to submit Evidence Portfolios and their TEO’s Staff Data file for the 2018 Quality Evaluation. The PBRF IT System supports the Quality Evaluation submission and assessment processes.

Reporting External Research Income (ERI)

Research Degree Completion Business Rules

Older resources

  • Guidelines for tertiary education organisations participating in the 2018 Quality Evaluation (updated June 2018) (PDF, 2.39 Mb)
    This document provides information that tertiary education organisations need to determine staff eligibility, complete Evidence Portfolios, understand and participate in the TEC audit process, and understand the reporting of results. It also provides information about other related processes, such as submitting conflict of interest notices and complaints to the TEC.

  • Guidelines for the 2018 Quality Evaluation assessment process (PDF, 2.27 Mb)
    This document provides information about the assessment process undertaken by the 13 peer review panels. This includes information on the responsibilities of the panel, the scoring system and detailed scoring descriptors for Evidence Portfolios, the stages in the assessment process, the moderation process, and information about conflicts of interest and confidentiality.

  • A guide for staff members participating in the 2018 Quality Evaluation (PDF, 1.49 Mb)
    This document provides staff members with an overview of the process, their responsibilities and the responsibilities of their employing tertiary education organisations and the TEC. It also identifies the key areas of the Quality Evaluation process that relate to them and who can provide support.  The guide is designed to be an overview of the process and it directs staff members to the relevant areas of the other guidelines.

  • Panel-specific guidelines for the 2018 Quality Evaluation (updated April 2018) (PDF, 1.7 Mb)
    This document provides subject-specific advice to support tertiary education organisations and their staff members to develop and submit Evidence Portfolios. The panel-specific guidelines are supplementary to, and must be read in conjunction with, the guidelines listed above. 

  • The PBRF IT System User Guide for TEO Administrators and technical specifications for Evidence Portfolios can be found under the User Manuals section of Resources and publications.

  • Peer Review Panel nomination and selection process for the 2018 Quality Evaluation (PDF, 405 Kb)
    This document provides an overview of the nomination and appointment processes used to establish the peer review panels for the 2018 Quality Evaluation
  • Technical specifications for the PBRF 2018 Quality Evaluation Evidence Portfolios (EP) (updated August 2017):  

    • PBRF 2018 Quality Evaluation EP template (Word, 493 Kb)
      Guide to help tertiary education organisations ensure they have collected required information for each Evidence Portfolio before entering data on the PBRF IT System.
    • PBRF 2018 Quality Evaluation EP XML sample file (this file can be requested through
      An example of how an Evidence Portfolio will look in XML format.
    • PBRF 2018 Quality Evaluation XSD file (this file can be requested through 
  • 2012 PBRF Quality Evaluation Guidelines. Updated May 2013 (PDF, 1 Mb)
    An overview of the Quality Evaluation process, including eligibility criteria; submission, assignment and assessment of Evidence Portfolios (EPs); Panels, Expert Advisory Groups (EAGs), and audit and complaint processes), - updated May 2013 (PDF, 1 Mb)

  • 2006 PBRF Guidelines (PDF, 2.44 Mb). 
    These guidelines were prepared to help participants in the 2006 processes for the PBRF.

Other historical resources and publications relating to earlier PBRF cycles have been archived and are available on request.