Reporting and monitoring – Youth Guarantee

Reporting and monitoring – Youth Guarantee

Last updated 8 March 2024
Last updated 8 March 2024

This page provides information about tertiary education organisation (TEO) reporting on Youth Guarantee (YG) delivery, and our monitoring of TEO performance.

TEOs with an indicative allocation of YG funding submit a completed Mix of Provision (MoP) template and an Educational Performance Indicator Commitments (EPICs) template to us via Workspace 2. We approve the MoP and EPICs through the Plan approval process.

We monitor TEOs’ reported delivery against these commitments and other requirements and expectations that we set TEOs.


All YG funded TEOs report to us through the Single Data Return (SDR). We use data submitted via the SDR to monitor performance, publish performance information and report tertiary education statistics.

TEO reporting is carried out through our section of the Services for Tertiary Education Organisations (STEO) application. Each TEO submits its SDR, as well as registers and maintains programmes for funding, and updates programme, qualification, course and delivery site details, through this website.

During the calendar year, each TEO must submit SDRs as per the SDR submission dates.

Full details of the timing of, and the data required to be submitted in, the SDR can be found in the SDR Manual.

For further information about reporting, please see the Youth Guarantee funding conditions for the relevant year.

No reporting changes following change to EFTS definition from 1 January 2023

From 1 January 2023, we are defining one equivalent full-time student (EFTS) of YG provision leading to:

  • a Level 1 or 2 qualification as 80 credits, and
  • a Level 3 qualification as 120 credits (no change).

TEC information systems will continue to calculate all YG funding and delivery volumes at the rate of 120 credits/EFTS.

You do not need to change your:

  • Mix of Provision
  • funding allocation
  • student management system
  • qualification and/or course information in STEO, or
  • SDR reporting.


We monitor TEO performance and practices to understand TEO performance in the sector, and to inform our decisions about future funding a TEO may receive.

We monitor the performance of each TEO against the following Educational Performance Indicators (EPIs):

  • course completions
  • qualification completions
  • cohort-based qualification completions
  • learner retention
  • cohort-based learner retention, and
  • learner progression to higher-level study or employment.

TEOs can view their EPIs, and the EPIs of other YG-funded TEOs, using Ngā Kete information products.

For further information on how EPIs are defined and calculated, please see Performance  of tertiary education organisations.

Youth Guarantee performance framework

We monitor each TEO's performance against these EPIs using the YG performance framework below. The framework sets out our minimum performance expectations for each TEO. In addition to these being the minimum, we expect TEO performance to improve year on year.


Course completion

Qualification completion


Level 1


40% (for Levels 1 and 2 combined)


Level 2



Level 3




The 40% qualification completion target recognises likely learner capability and that some learners may not achieve the qualification first time. TEOs can re-enrol learners to enable them to achieve their qualification (except if they are aged 25 or over). 

Other monitoring

In addition, we monitor TEO:

  • achievement of EPICs and MoP delivery commitments. A TEO is responsible for notifying us of, and discussing with us, significant shifts from the agreed MoP, and the rationale, well before any such shift occurs
  • achievement against any other performance standards agreed in the Investment Plan, including progress in line with the Learner Success Plan
  • compliance with YG funding conditions and legislative requirements
  • achievement of parity with respect to participation and EPIs for target student groups set out in the Tertiary Education Strategy, and
  • achievement of other expectations that we communicate to TEOs.

Monitoring compliance with funding conditions includes but is not limited to:

  • prior achievement requirements; and
  • Literacy and Numeracy for Adults Assessment Tool usage; and
  • TEO Level 3 delivery not exceeding agreed commitments.