Plan Guidance

Mahere Tohu

Last updated 9 December 2019
Last updated 9 December 2019

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. 

ITPs and ITOs, affected by the changes proposed under the Reform of Vocational Education (RoVE), will be provided with a separate guidance on requirements in 2020.

Our Plan Guidance provides an outline of what we will look for when assessing your Plan.

This edition is similar to the Plan Guidance we released in December 2018, and reflects our continued focus on parity and improving learner outcomes.

We will publish Supplementary Plan Guidance in 2020 to reflect the changes ahead for many in the tertiary education sector, including those from a new Tertiary Education Strategy (TES) and the legislative changes supporting the Reform of Vocational Education (RoVE).

See the Plan Guidance (PDF, 1.5 Mb) 

The Plan Guidance is supported by our Investment Toolkit(this will be refreshed by March 2020). 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Note: The Plan Guidance editions for earlier years have been archived.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: