Completing your April 2019 SDR

Completing your April 2019 SDR

Last updated 3 April 2019
Last updated 3 April 2019

This section provides information to help you submit your April 2019

To Single Data Return (SDR).

On this page:

What you need to know

Changes in the SDR

Key dates

Resources and support

What you need to know

Find key information to make your SDR process easier.

When is the April SDR due?

Please extract your data on 15 April 2019 in preparation for submitting your SDR by 5.00pm, 29 April 2019.

If you have already extracted and validated your files, please ensure to re-extract and re-validate them on or after 16 April 2019.

New providers

For help on filing your first return please contact us as soon as possible on 0800 601 301 or sectorhelpdesk@tec.govt.nz.

Reminder - Forecasts

For TEOs that deliver SAC Level 3 and above with a source of funding code of:

  •  ‘01 Student Achievement Component Funding’, and
  • ‘29 Maori Pasifika Trades Training Level 3 and 4’

You must provide an EFTS forecast for the current year and for four out-years with each SDR round. We will use forecasting data to help inform allocations and in-year funding amendments.

Please ensure accurate and realistic forecast data is submitted.  It is a requirement of your funding conditions that you provide us with accurate data.

The basis for the forecast will be the EFTS consumed and the EFTS awaiting consumption (refer to SDR Manual “EFTS_MTH” Field Number 2.18), with the addition of your best estimate of the monthly EFTS for students who have not yet enrolled, but are expected to enrol in the remaining months of the year.

Changes for the April 2019 SDR

New functionality

There are two mandatory fields that will need to be populated for you to submit your April SDR. If an incorrect value is entered into these fields, this will generate an error for the first time in April 2019:

  • Total fees; and
  • Fees-free eligible (more on this below).

For more information on these fields and the errors they generate, see page 48 for total fees or page 61 for Fees-free eligibility in the SDR 2019 Manual (link to this document is provided in Resources and support below).

You will also have the ability to report on gender diverse data (D) for the first time in the April SDR. Data from this field will be used for reporting by the TEC and Ministry of Education.

Updates

Use of the Fees Free field FEES_FREE-ELIGIBLE field (field 1.14.1)

Please report your Fees Free Eligibility (provider-based study) in the FeesFreeEligibility.csv spreadsheet where that value is Y, N or U.

Where the value is an 8 you should report this as a Y.

Reporting on competitive funding provision

Last year it was announced that we would cease competitive funding in SAC level 1-2 and SAC level 3-4. This decision will have the following implications for reporting on enrolments through the SDR.

Learners enrolled in competitive SAC level 1-2 and competitive SAC level 3-4 courses that started in 2018 (and finish in 2019) will:

  • Funded at non-competitive funding rates from 1 January 2019;  
  • Use the same source of funding (SoF) code as the one used in your December SDR (i.e.do not change the SoF code if an enrolment began before 31 December 2018).

New enrolments from 1 January 2019 will be:

  • Funded at non-competitive funding rates for 2019;
  • Reported against relevant non-competitive SoF codes.

Here is additional detail for each competitive fund:

SoF 32 - SAC level 3-4 Competitive (Agriculture and Horticulture)

For existing enrolments (course start date before 31/12/2018):

Course enrolments where the course start date is before 31/12/2018 – the 2018 portion - has already been captured in the December 2018 SDR (and valued at the competitive rates).

When reporting these enrolments in the April SDR, please bear in mind:

  • It is not possible to change the funding source of a course enrolment part way through;
  • These enrolments should continue to be reported against SoF 32 (SAC level 3-4 competitive) in the April SDR;
  • The funding rate will be the normal SAC 3+ funding rates [by standard SAC course classification and funding rate, e.g. L1].

For new enrolments (after 31/12/2018):

All new course enrolments must be coded to SoF 01 (SAC 3+):  

  • It will not be possible to submit the April 2019 SDR with SoF 32 and a course start date greater than 31/12/2018;
  • The SDR validations have been updated to report an error (code 669) if this happens.

SoF 25 - SAC level 1-2 Competitive

For existing enrolments (course start date before 31/12/2018):

Course enrolments where the course start date is before 31/12/2018 – the 2018 portion - has already been captured in the December 2018 SDR (and valued at the competitive rates).

When reporting these enrolments in the April SDR, please bear in mind:

  • It is not possible to change the funding source of a course enrolment part way through;
  • These enrolments should continue to be reported against SoF 25 (SAC level 1-2 competitive) in the April SDR;
  • The funding rates will be the SAC L1&2 non-competitive funding rates [e.g. by qualification category; such as trades, supported learning, ESOL, etc].

For new enrolments (after 31/12/2018):

All new course enrolments must be coded to SoF 26 (SAC level 1-2 non-competitive).  

  • It will not be possible to submit the April 2019 SDR with SoF 25 and a course start date greater than 31/12/2018;
  • The SDR validations have been updated to report an error (code 668) if this happens.

Key dates

15 April 2019 Extract date for the April SDR
16 April 2019 SDR round opens
29 April 2019 SDR round closes

Resources and support

  • To guide you as you submit your April 2019 SDR, please refer to the latest version of the SDR Manual 2019 version 1.1 [PDF; 2.02 MB] and related appendices on the STEO website.
  • For assistance with course, qualification and delivery site approvals and SDR in general, please contact us on 0800 601 301 or sectorhelpdesk@tec.govt.nz.
  • For help on accessing the STEO website and validation errors, please contact the Ministry of Education Service Desk on 0800 422 599 or Ministry of Education Service Desk.