Suspension, revocation, and withdrawal

Shifted the suspension, revocation, or withdrawal of funding conditions from each fund to the base funding conditions.

Updated to standardise and streamline conditions across funds.

Committee on University Academic Programmes (CUAP)

Removed CUAP as a defined term and all references throughout the Funding Conditions Catalogue.

Replaced with the New Zealand Vice Chancellor’s Committee (Universities NZ) for simplicity. CUAP is a sub-committee of Universities NZ.

Credential

Removed ‘credential’ as part of the definition of ‘credential or micro-credential’. The terms have been updated for consistency to ‘micro-credential’.

Updated for consistency and clarity to align with terminology changes to the funding mechanisms and what is used in the Act.

Domestic student

Added additional details to the definition of a ‘domestic student’ and shifted details from each fund to the ‘Definitions & Interpretations’ section.

Updated based on policy change from the Education and Training Amendment Act 2023, and to shift all relevant definitional information to one location.

ESOL and ELT

Replaced definition of English for Speakers of Other Languages (ESOL) with English Language Teaching (ELT).

Updated to reflect the fund name change for ESOL to ELT.

Registered PTE

Added clarification to definition Private Training Establishment (PTE) definition about the meaning ‘registered PTE’.

Added for clarity.

Qualification

Addition of ‘qualification’ as a defined term.

Added for clarity based on definition in the Education and Training Act 2020.

NZVCC and Universities NZ

Updated acronym for the New Zealand Vice-Chancellor’s Committee from NZVCC to Universities NZ.

Updated for accuracy.

Fund groupings

Changed groupings of ‘vocational funds’ to ‘vocational and non-degree funds.’

Updated to reflect the actual delivery of programmes of the funds within this group.

Registered Private Training Establishments (PTEs)

Updated references from ‘PTE’ to specify ‘registered PTE’ where appropriate.

Updated to reflect changes in the funding mechanisms, clarifying when PTEs are to be registered with NZQA.

Subcontracting

Standardised language for subcontracting sections.

Updated for consistency across all funds.

Te Pūkenga subsidiaries

Removed references to subsidiaries of Te Pūkenga.

Updated to reflect changes in the funding mechanisms as all subsidiaries have now been absorbed into Te Pūkenga.

Organisation eligibility

Updated language to clarify and list eligible TEIs, where appropriate, and to specify that all TEOs must continue to be an eligible organisation for the length of the funding period.

Updated for consistency and clarity across all funds.

Domestic student definition

Shifted additional information about the domestic student definition from each fund to ‘Definitions & Interpretations’ section.

Updated for consistency and clarity across all funds.

New Zealand resident eligibility

Updated ‘returning residency class visa’ to ‘resident class visa’.

Updated to align with terminology in the Education and Training Act 2020 and current immigration policy.

Australians residing in New Zealand

Added footnote to explain the meaning of ‘residing in New Zealand’ for Australian citizens or permanent residents. Replaced ‘resident return visa’ with ‘Resident Return Visa issued by the Australian government’.

Explanatory notes added for clarity.

Alternative eligibility and identity verification methods

Added clause to refer to TEC website for approved alternative eligibility verification processes.

Updated for operational ease should alternative methods be approved mid-year.

Funding recovery methodology

Clarified language for recovery methodology to specify that delivery is measured by expected total learner hours for ACE funding.

Added for greater clarity and transparency.

NSN reporting

Added clause to explain NSN reporting.

Added to encourage providers to report NSN information when it is available.

Learner eligibility

Clarify learner eligibility criteria must be met at the time of enrolment instead of for the duration of the funding period for learners who may turn from age 15 to age 16 during the funding period.

Updated for improved clarity.

Fund name change

Name of ‘Specialised English Speakers of Other Languages’ (ESOL) fund changed to ‘English Language Teaching’ (ELT).

Updated to align with changes to the funding mechanism as the term ‘ESOL’ was considered out of date.

Fund name change

Name of DQ1-2 changed from ‘Delivery on the New Zealand Qualifications and Credentials Framework at Levels 1 and 2’ to ‘Delivery at Levels 1 and 2 on the New Zealand Qualifications and Credentials Framework’.

Updated to align with changes to the funding mechanism and for consistent naming conventions across the DQ funds.

Inclusive education

Updated ‘special education’ to ‘inclusive education’ terminology.

Updated to align with terminology used by NZQA. NZQA replaced the term ‘special education’ with ‘inclusive education’ after a review of the relevant standards in 2019 to better reflect the language used by the sector.

Valid domestic enrolment

Fixed error in paragraph references for eligibility of learners studying outside New Zealand.

Updated for accuracy.

EFTS values

Added footnote clarifying the EFTS value calculation for qualification NZ2853 may use only learning hours.

Added for clarity and for consistency across all guidance information.

Delivery classification

Added references to the Delivery Classification Guide (DCG) and updated language across funds for consistency.

Added for clarity and to support TEOs when assigning course codes and classifications.

Re-enrolment limits

Clarified learner re-enrolment limits.

Updated to align with clarifications to the funding mechanism and to simplify timeframe re-enrolments for learners.

Educator qualifications

Simplified qualification requirements for educators.

Updated to simplify funding conditions and for operational ease, enabling more detailed guidance on the TEC website.

Eligible organisations

Addition of REAP Aotearoa as an eligible organisation.

Updated based on changes to the funding mechanism.

Purpose statement

Removed ‘learning gain’ from the purpose statement.

Updated to align with wording adjustments to the funding mechanisms, reflecting that the LNAAT is not designed to measure progression.

Learner eligibility & LNAAT

Updated learner eligibility criteria related to skill levels and LNAAT assessment Step requirements.

Requirements to use the LNAAT as an assessment tool changed in 2023. Learner eligibility requirements updated based on clarified language in the funding mechanism.

Hours of intensity

Added ability for TEC to provide written approval for TEOs to deliver below the required hours of intensity.

Updated to align with changes to the funding mechanism to allow flexibility with providers.

Learner eligibility

Updated learner eligibility for those affected by the Christchurch mosques terror attack.

Updated to align with changes to learner eligibility specified in the funding mechanism and for clarity.

Re-enrolment limits

Clarified learner re-enrolment limits.

Updated to align with clarifications to the funding mechanism and to simplify re-enrolment timeframes for learners.

Pastoral care services

Addition of section on provision of pastoral care services.

Added to give effect to the funding mechanism, which requires that pastoral care services are provided to learners as a condition of funding.

MSD withdrawals

Updated MSD withdrawal information to clarify each withdrawal must be reported to MSD.

Updated to align with clarifications to the funding mechanism and for consistency with other funds.

Flexible funding eligibility

Clarified language for TEOs eligible for flexible funding. Removed transitional industry training organisations (TITO) eligibility from DQ3-7.

Redrafted for clarity, particularly for EER status requirements for some eligible TEOs. TITO is no longer valid (only available for 2023).

Flexible funding

Clarified wording to disallow flexible funding for delivery of Level 3 qualifications.

Updated for clarity and to align with the purpose of the Act.

EFTS limit

Fixed drafting mistake for EFTS enrolment limit.

Updated for accuracy.

Pathways plan ‘where to from here’

Added pathway plan requirements for the Wellbeing and Pathways Support subsidy.

Updated to reflect policy change from 2023 to create greater support for learners to work towards their end goals, with support from TEOs and whānau. 

Purpose statement

Removed ‘learning gain’ from the purpose statement.

Updated to align with wording adjustments to the funding mechanisms, reflecting that the LNAAT is not designed to measure progression.

Subcontracting

Remove section 8 ‘Subcontracting’ funding conditions.

Removed based on limitations on subcontracting permitted in the funding mechanism.

Delivery classification

Added references to the Delivery Classification Guide (DCG) and updated language across funds for consistency.

Added for clarity and to support TEOs when assigning course codes and classifications.

Over delivery

Added clause ‘whichever is greater’ for the over delivery cap.

Added for operational clarity.

Benchmarking

Updated phrasing in section ‘benchmarking’ to clarify language about vendors contracted for benchmarking purposes.

Updated for consistency and clarity to align with terminology changes to the funding mechanisms.

Learner success plans and disability action plans

Updated learner success plan (LSP) section to include progress against learner success and disability action plans as a factor in future funding decisions.

Updated to reflect changes to LSP and disability action plan reporting requirements to ensure TEOs are making progress towards these milestones.

Flexible funding eligibility

Clarified language for TEOs eligible for flexible funding. Removed transitional industry training organisations (TITO) eligibility from DQ3-7.

Redrafted for clarity, particularly for EER status requirements for some eligible TEOs. TITO is no longer valid (only available for 2023).

Code of Good Practice

Added reference to obligations to meet responsibilities in the Code of Good Practice for New Zealand Apprenticeships.

Added for clarity.

Fund name change

Fund name changed from ‘Non-degree delivery at Levels 3-7 on the New Zealand Qualifications and Credentials Framework and all industry training’ to ‘Delivery at Levels 3-7 (non-degree) on the New Zealand Qualifications and Credentials Framework and all industry training.’

Updated to align with changes to the funding mechanism for consistent naming conventions across the DQ funds.

Managed apprenticeship reporting

Updated reporting requirements through the SDR for managed apprenticeships.

Updated to reflect clarifications changed in the funding mechanism to ensure managed apprenticeships are reported correctly.

Refunding fees

Added clarification that fees are to be refunded based on who paid the fees.

Updated to reflect clarifications added to the funding mechanism.

Learner component performance expectations

Added performance expectations for learner component funding.

Added to reflect policy changes to the performance requirements to receive learner component funding, and to align with changes to the funding mechanism.

EFTL

Reverting to EFTS rather than EFTL as the unit of measure of vocational education and training.

Updated to reflect clarifications added to the funding mechanism and to create consistency across funds and the sector.

Purpose of the Unified Funding System

Removed purpose of the Unified Funding System for vocational education and training.

Removed for simplicity. The purpose of the Unified Funding System is not specific to funding conditions for TEOs.

Micro-credential credit value

Changed programme eligibility for micro-credentials to credit value between 20 and 40 credits (previously between 40 and 45).

Updated based on amendments to the funding mechanism to align with the minimum credit value for DQ1-2 and to reflect that 40 credits is the minimum value for a qualification.

Training terminology

Changed references from ‘traineeship’ to ‘work-based training.’

Updated based on clarifications to the funding mechanism to align terminology with the DQ3-7 funding mechanism, following implementation of the Unified Funding System.

Lead member responsibilities

Shifted paragraph detailing responsibilities of the lead member of the consortium from section 3 ‘Membership of consortium’ to section 2 ‘Consortium lead member’s responsibilities’.

Updated for simplicity and clarity, bringing all lead member responsibilities into one section.

Employment outcomes

Updated language for the employment outcomes performance measures to focus on the role of the consortia (instead of the MPTT initiative).

Edited for clarity and specificity to funding conditions for providers.

Consortium activities

Shifted all consortium activities to section 4 ‘Consortium Activities’.

Updated for simplicity and clarity, bringing all consortium activity information into one section.

Purpose section

Shortened the purpose of the fund information.

Shortened for simplicity and clarity, to only include references to the relevant MPTT fund.

Purpose statement

Updated language, changing ‘sustainable’ employment to ‘relevant’ employment and adding ‘work-based vocational training.’

Updated based on terminology clarified in the funding mechanism.

Recovery of funding

Updated recovery of funding section to separate out contractual commitments that are specific to this fund.

Updated based on changes to the funding mechanism and aligning the recovery of funding requirements of all funds.

Use of funds

Updated language to the use of funds section, adding ‘Micro-credentials.’

Updated to reflect clarifications added to the funding mechanism.

Reporting

Added clause to require reporting of any additional information related to the use of funding.

Added to be more inclusive of reporting requirements that may be set through milestone-based reporting set via Funding Confirmation Letters.

Delivery classification

Added references to the Delivery Classification Guide (DCG) and updated language across funds for consistency.

Added for clarity and to support TEOs when assigning course codes and classifications.

Over delivery

Added clause ‘whichever is greater’ for the over delivery cap.

Added for operational clarity.

Benchmarking

Updated phrasing in section ‘benchmarking’ to clarify language about vendors contracted for benchmarking purposes.

Updated for consistency and clarity to align with terminology changes to the funding mechanisms.

Learner success plans and disability action plans

Updated learner success plan (LSP) section to include progress against learner success and disability action plans as a factor in future funding decisions.

Updated to reflect changes to LSP and disability action plan reporting requirements to ensure TEOs are making progress towards these milestones.

Flexible funding eligibility

Clarified language for TEOs eligible for flexible funding. Removed transitional industry training organisations (TITO) eligibility from DQ3-7.

Redrafted for clarity, particularly for EER status requirements for some eligible TEOs. TITO is no longer valid (only available for 2023).

Guiding principles

Removed PBRF guiding principles from ‘Purpose of Fund’ section.

Removed for simplicity. The principles apply to the design and processes of the fund and are not specific to conditions for providers.

Evidence Portfolio

Updated references to the Evidence Portfolio.

Updated based on corrections of a drafting error in the funding mechanism.

RDC abbreviation

Amended Research Degree Completions component abbreviations from RDCC to RDC.

Corrected drafting error for accuracy.

PBRF User Manual

Added references to the PDRF User Manual for the ‘External Research Income’ section.

Added for clarification and to support providers. Extensive process and definition information is available.