Plan Guidance

Mahere Tohu

Last updated 3 July 2020
Last updated 3 July 2020

This section includes all the guidelines you need for developing and submitting your Investment Plan (Plan). If you’re a new tertiary education organisation (TEO) or your Plan is expiring in 2020 and you are seeking more than $3 million in TEC funding for 2021, you will need to submit a new Plan. 

Our Plan Guidance provides an outline of what we will look for when assessing your Plan. We published the Plan Guidance in December 2019 (PDF, 1.5 Mb) which is similar to the Plan Guidance we released in December 2018, and reflects our continued focus on parity and improving learner outcomes.

The Supplementary Plan Guidance released in June 2020 reflects the changes ahead for many in the tertiary education sector, including those from Budget 2020 and Government’s responses to COVID-19, as well as the legislative changes supporting the Reform of Vocational Education (RoVE).

See the Supplementary Plan Guidance June 2020 (PDF, 1.2 Mb) 

The Supplementary Plan Guidance should be read alongside our Plan Guidance published in December 2019 and the Investment Briefs included in the Investment Toolkit. The toolkit contains a suite of products and templates to support the development of your Investment Plan. They can inform your discussions with your Relationship Manager or Advisor.

Reference documents:

For information about each of our funds visit our current funds.

Note: The Plan Guidance editions for earlier years have been archived. If you need to access these, please email


How to apply for TEC funding if you're not currently funded

If your organisation is not currently approved to receive funding from us and you want to apply for funding, you need to: