Tertiary Education Investment Plan Process




NEW ZEALAND GAZETTE, No. 40 — 5 MAY 2016

B. Process

Pursuant to section 159R(1)(c), the following timetable sets out the key milestones and target dates for submissions of proposed plans to the TEC. The submission deadline is 8 July 2016 (for PTEs) and 31 August 2016 (for all other TEOs).

Activity Timing
TEC releases Plan Guidance to TEOs 1 December 2015
TEC engages with TEOs on the Investment Approach 1 October 2015 – 31 March 2016
TEC releases more detailed Plan Guidance based on sector engagement (as required) 1 February – 31 April 2016
TEC publishes notice in the New Zealand Gazette setting out requirements for plan content, assessment and plan summaries (this notice) 5 May 2016
Government announces Budget 2016 26 May 2016
TEC releases Supplementary Plan Guidance to reflect any policy or Budget changes (as required) 30 June 2016
Plan engagement: TEC discusses performance information, indicative allocations and proposed plans with TEOs February to September; deadline for plans and/or associated templates to be submitted by:
TEOs submit their proposed plans to the TEC
TEC assesses proposed plans 8 July (for PTEs) or 31 August (all other TEOs)
TEOs are notified of final funding decisions via confirmation of funding letters 31 October 2016
First payments made against plans; plan delivery begins 31 January 2017

2) Criteria for assessing proposed plans

Pursuant to section 159Y(1), the TEC gives public notice of the criteria it will use to assess proposed plans to determine if they will receive funding approval.

The criteria below enable the TEC to assess the alignment of an eligible TEO’s proposed plan with Government priorities and regional and national need, as well as its capability to deliver on its plan.

When assessing proposed plans against the criteria, the TEC will take a holistic approach and may use a range of evidence, including, without limitation, the information contained in a proposed plan, TEC monitoring information (including funding, performance, organisational, and financial data), institutional annual reports and strategic plans, quality assurance bodies’ information and reports, plan engagement (where applicable), and both national and regional demographic and economic data.

The criteria

The TEC will assess proposed plans of all TEOs according to whether, and to what extent, proposed plans meet the following criteria:

  • How the TEO contributes to the Government’s current and medium-term priorities described in the Tertiary Education Strategy 2014–2019:

    • The TEO’s proposed mission and role, and the outcomes the TEO intends to contribute to, show an awareness of and are appropriate to the TEO’s place in the regional and national tertiary system and the Government’s priorities.
    • The TEO’s proposed mission and role as outlined in its proposed plan is relevant to its current and likely future environment.
    • The TEO’s proposed mission and role demonstrates that it clearly understands its distinctive mission and role within the system, and how this relates to the community it serves.
    • The TEOs demonstrates that it has developed a sustainable plan for fulfilling its mission and role through its programmes and activities.
  • The tertiary education programmes and activities of a TEO in relation to which funding is sought under section 159YA:

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Online Sources for this page:

Gazette.govt.nz PDF NZ Gazette 2016, No 40





✨ LLM interpretation of page content

🎓 Education (Proposed Investment Plans: Content and Submission; Assessment Criteria; and Plan Summaries) Notice 2016 (continued from previous page)

🎓 Education, Culture & Science
Education, Investment Plans, Tertiary Education, Funding Mechanisms, TEOs, Proposed Plans, Assessment Criteria, Plan Summaries