Business calendar

Maramataka umanga

Last updated 15 February 2023
Last updated 15 February 2023

Keep track of all the important dates with our business calendar. 

The calendar includes key dates for the tertiary sector, including , , , and state or state-integrated schools.

December 2024

Dates for TEOs:

  • 11 December: December Fees Free All Enrolments and Costs templates open
  • 20 December: Gateway Final Actuals report due
  • 31 December: Extract date for December Fees Free All Enrolments and Costs returns
  • 31 December: Extract date for the December 2024 SDR

January 2025

Dates for TEOs:

  • 1 January: SDR round opens
  • 13 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 15 January: December Fees Free All Enrolments and Costs returns due
  • 16 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
  • 31 January: SDR round closes

February 2025

Dates for TEOs:

  • 3 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 February: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
  • 11 February: 2024 Preliminary SDR Wash-ups communicated
  • 12 February: February Fees Free All Enrolments and Costs open
  • 13 February: February Fees Free All Enrolments and Costs extract date
  • 19 February: February Fees Free All Enrolments and Costs returns due
  • 23 February: Gateway Unit Standards report due
  • 24 February: Universities, Wānanga and Te Pūkenga to submit 2024 unaudited results and 5 years forecasts

March 2025

Dates for TEOs:

  • 3 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
  • 12 March: 2024 Final SDR Wash-ups communicated
  • 12 March: March Fees Free All Enrolments and Costs open
  • 13 March: March Fees Free All Enrolments and Costs extract date
  • 19 March: March Fees Free All Enrolments and Costs returns due
  • 24 March: Gateway Unit Standards report opens
  • 29 March: Final submission date for 2024 data in the ITR
  • 31 March: ITR data for 2024 should be as up to date as possible

April 2025

Dates for TEOs:

  • 1 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 April: Gateway Midyear Actuals report opens
  • 9 April: April Fees Free All Enrolments and Costs open
  • 10 April: April Fees Free All Enrolments and Costs extract date
  • 11 April: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
  • 15 April: 2024 Final ITR Wash-ups communicated
  • 15 April: Extract date for April 2025 SDR
  • 16 April: April Fees Free All Enrolments and Costs returns due
  • 17 April: SDR round opens
  • 29 April: SDR round closes

May 2025

Dates for TEOs:

  • 1 May: April Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 May: April Fees Free Programmes and Fees and Schedule of Fees returns due
  • 14 May: May Fees Free All Enrolments and Costs open
  • 15 May: May Fees Free All Enrolments and Costs extract date
  • 21 May: May Fees Free All Enrolments and Costs returns due
  • 30 May: Universities, Wānanga and Te Pūkenga submit their 2025 Capital Asset Management (CAM) Independent Assessments
  • 30 May: Universities, Wānanga and Te Pūkenga to submit their 2024 Audited results and 5 years forecasts
  • 31 May: Performance-based Research Fund – External Research Income Actuals for 2024 year due

June 2025

Dates for TEOs:

  • 3 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 5 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
  • 11 June: June Fees Free All Enrolments and Costs open
  • 12 June: June Fees Free All Enrolments and Costs extract date
  • 13 June: 1 Jan 2025–31 May 2025 Progress Report due for ACE, ILN and ELT
  • 13 June: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
  • 18 June: June Fees Free All Enrolments and Costs returns due

July 2025

Dates for TEOs:

  • 1 July: June Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 1 July: Universities, Wānanga and Te Pūkenga to submit 10-year Capital Intentions plans (2024 actuals and 10-year forecasts)
  • 4 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
  • 4 July: Providers submit proposed Plans
  • 9 July: July Fees Free All Enrolments and Costs open
  • 10 July: July Fees Free All Enrolments and Costs extract date
  • 15 July: Universities and Wānanga to submit 1 January to 30 June 2025 Financial results for Crown consolidations
  • 16 July: July Fees Free All Enrolments and Costs returns due
  • 25 July: Gateway Midyear Actuals report due
  • 28 July: Gateway Final Actuals report opens

August 2025

Dates for TEOs:

  • 1 August: July Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 August: July Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 August: Extract date for August 2025 SDR
  • 8 August: August SDR opens
  • 8 August: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
  • 13 August: August Fees Free All Enrolments and Costs open
  • 14 August: August Fees Free All Enrolments and Costs extract date
  • 20 August: August Fees Free All Enrolments and Costs returns due
  • 21 August: Final submission date for August SDR
  • 29 August: PTEs with 31 March year ends submit annual financial reports
  • 30 August: ITR data should be as up to date as possible

September 2025

Dates for TEOs:

  • 1 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
  • 10 September: September Fees Free All Enrolments and Costs open
  • 11 September: September Fees Free All Enrolments and Costs extract date
  • 17 September: September Fees Free All Enrolments and Costs returns due
  • 26 September: Universities, Wānanga and Te Pūkenga to submit their updated 2025, 2026 and 2027 forecasts and 2024 audited information if differs materially to that submitted in May

October 2025

Dates for TEOs:

  • 1 October: September Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 October: September Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 October: October Fees Free All Enrolments and Costs open
  • 9 October: October Fees Free All Enrolments and Costs extract date
  • 10 October: Employer-led Workplace Literacy and Numeracy (EWLN) funding application deadline
  • 14 October: 1 Jan 2025–30 September 2025 Progress Report due for ACE, ILN and ELT
  • 15 October: October Fees Free All Enrolments and Costs returns due

November 2025

Dates for TEOs:

  • 3 November: October Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 November: October Fees Free Programmes and Fees and Schedule of Fees returns due
  • 12 November: November Fees Free All Enrolments and Costs open
  • 13 November: November Fees Free All Enrolments and Costs extract date
  • 19 November: November Fees Free All Enrolments and Costs returns due

December 2025

Dates for TEOs:

  • 1 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 December: November Fees Free Programmes and Fees and Schedule of Fees returns due
  • 10 December: December Fees Free All Enrolments and Costs open
  • 11 December: December Fees Free All Enrolments and Costs extract date
  • 15 December: Gateway Final Actuals report due

January 2026

Dates for TEOs:

  • 21 January: December Fees Free All Enrolments and Costs returns due

February 2026

Dates for TEOs:

  • 20 February: Gateway Unit Standards report due

2024 (historical dates)

January 2024

Dates for TEOs:

  • 1 January: SDR round opens
  • 8 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 11 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
  • 17 January: December Fees Free All Enrolments and Costs returns due
  • 31 January: SDR round closes

February 2024

Dates for TEOs:

  • 1 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 7 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 February: 2023 Preliminary SDR Wash-ups communicated
  • 9 February: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 14 February: February Fees Free All Enrolments and Costs templates open
  • 15 February: Extract date for February Fees Free All Enrolments and Costs returns
  • 21 February: February Fees Free All Enrolments and Costs returns due
  • 23 February: Universities, Wānanga and Te Pūkenga to submit 2023 unaudited results and 5 years forecasts

March 2024

Dates for TEOs:

  • 1 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
  • 13 March: March Fees Free All Enrolments and Costs templates open
  • 14 March: Extract date for March Fees Free All Enrolments and Costs returns
  • 20 March: March Fees Free All Enrolments and Costs returns due
  • 25 March: Gateway Unit Standards report opens
  • 29 March: Final submission date for 2023 data in the ITR
  • 31 March: ITR data for 2024 should be as up to date as possible

April 2024

Dates for TEOs:

  • 2 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 5 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
  • 5 April: Gateway Midyear Actuals report opens
  • 10 April: April Fees Free All Enrolments and Costs templates open
  • 10 April: April Fees Free All Enrolments and Costs templates open
  • 11 April: 2023 Final ITR Washup Letters communicated
  • 11 April: Extract date for April Fees Free All Enrolments and Costs returns
  • 12 April: 1/01/24 - 31/03/24 Preliminary Report Due - ALE
  • 12 April: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 15 April: Extract date for April 2024 SDR
  • 17 April: SDR round opens
  • 24 April: April Fees Free All Enrolments and Costs returns due
  • 29 April: SDR round closes

May 2024

Dates for TEOs:

  • 1 May: April Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 May: April Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 May: May Fees Free All Enrolments and Costs templates open
  • 9 May: Extract date for May Fees Free All Enrolments and Costs returns
  • 15 May: May Fees Free All Enrolments and Costs returns due
  • 31 May: Performance-based Research Fund – External Research Income Actuals for 2023 year due
  • 31 May: Universities, Wānanga and Te Pūkenga submit their 2024 Capital Asset Management (CAM) Self Assessments.
  • 31 May: Universities, Wānanga and Te Pūkenga to submit their 2023 Audited results and 5 years forecasts

June 2024

Dates for TEOs:

  • 4 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 7 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
  • 12 June: June Fees Free All Enrolments and Costs templates open
  • 13 June: Extract date for June Fees Free All Enrolments and Costs returns
  • 14 June: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 14 June: 1 Jan 2024–31 May 2024 Progress Report due for ACE, ILN and ELT
  • 19 June: June Fees Free All Enrolments and Costs returns due

July 2024

Dates for TEOs:

  • 1 July: June Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 1 July: Universities, Wānanga and Te Pūkenga to submit 10-year Capital Intentions plans (2023 actuals and 10-year forecasts)
  • 4 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
  • 5 July: TEOs submit proposed Plans, including MoPs, EPICs, and if required Strategic Intent, Learner Success Plans (LSPs) and Disability Action Plans (DAPs), and Additional Funding templates
  • 10 July: July Fees Free All Enrolments and Costs templates open
  • 11 July: Extract date for July Fees Free All Enrolments and Costs returns
  • 15 July: Universities and Wānanga to submit 1 January to 30 June 2024 Financial results for Crown consolidations
  • 17 July: July Fees Free All Enrolments and Costs returns due
  • 22 July: Gateway Midyear Actuals report due
  • 29 July: Gateway Final Actuals report opens
  • 31 July: MPTT Consortia Progress Report 1 due

August 2024

Dates for TEOs:

  • 1 August: July Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 August: July Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 August: Extract date for August 2024 SDR
  • 8 August: August SDR opens
  • 9 August: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 14 August: August Fees Free All Enrolments and Costs templates open
  • 14 August: 01/01/24–31/7/24 Progress Report due for ALE
  • 15 August: Extract date for August Fees Free All Enrolments and Costs returns
  • 19 August: Final submission date for 2023 MPTT Actuals Report
  • 21 August: Final submission date for August SDR
  • 23 August: MPTT Actuals report due
  • 28 August: August Fees Free All Enrolments and Costs returns due
  • 30 August: ITR data should be as up to date as possible
  • 30 August: PTEs with 31 March year ends submit annual financial reports

September 2024

Dates for TEOs:

  • 2 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 5 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
  • 11 September: September Fees Free All Enrolments and Costs templates open
  • 12 September: Extract date for September Fees Free All Enrolments and Costs returns
  • 13 September: 1 January–30 September Progres Report due date - ACE, ESOL
  • 18 September: September Fees Free All Enrolments and Costs returns due
  • 27 September: Universities, Wānanga and Te Pūkenga to submit their updated 2024, 2025 and 2026 forecasts and 2023 audited information if differs materially to that submitted in May.

October 2024

Dates for TEOs:

  • 1 October: September Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 October: September Fees Free Programmes and Fees and Schedule of Fees returns due
  • 9 October: October Fees Free All Enrolments and Costs templates open
  • 10 October: Extract date for October Fees Free All Enrolments and Costs returns
  • 11 October: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 14 October: 1 Jan 2024–30 September 2024 Progress Report due for ACE, ILN and ELT
  • 16 October: October Fees Free All Enrolments and Costs returns due

November 2024

Dates for TEOs:

  • 1 November: October Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 November: October Fees Free Programmes and Fees and Schedule of Fees returns due
  • 13 November: November Fees Free All Enrolments and Costs templates open
  • 14 November: Extract date for November Fees Free All Enrolments and Costs returns
  • 20 November: November Fees Free All Enrolments and Costs returns due

December 2024

Dates for TEOs:

  • 2 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 5 December: November Fees Free Programmes and Fees and Schedule of Fees returns due

2023 (historical dates)

January 2023

Dates for TEOs:

  • 1 January: SDR round opens
  • 9 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 12 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
  • 18 January: December Fees Free All Enrolments and Costs returns due
  • 31 January: SDR round closes

February 2023

Dates for TEOs:

  • 1 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 7 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 February: 2022 Preliminary SDR Wash-ups communicated
  • 8 February: February Fees Free All Enrolments and Costs templates open
  • 9 February: Extract date for February Fees Free All Enrolments and Costs returns
  • 10 February: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 15 February: February Fees Free All Enrolments and Costs returns due
  • 17 February: SDR and IPI actuals resubmission deadline
  • 24 February: Universities, Wānanga, Te Pūkenga subsidiaries and Te Pūkenga to submit 2022 unaudited results and 5 years forecasts

March 2023

Dates for TEOs:

  • 1 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 March: 2022 SDR Final Wash-ups communicated
  • 8 March: March Fees Free All Enrolments and Costs templates open
  • 9 March: Extract date for March Fees Free All Enrolments and Costs returns
  • 15 March: March Fees Free All Enrolments and Costs returns due
  • 15 March: Repayment Plan requests due
  • 31 March: Final submission date for 2022 data in the ITR
  • 31 March: ITR data for 2023 should be as up to date as possible

April 2023

Dates for TEOs:

  • 3 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
  • 11 April: 2022 Final ITR Washup Letters communicated
  • 12 April: April Fees Free All Enrolments and Costs templates open
  • 13 April: Extract date for April Fees Free All Enrolments and Costs returns
  • 14 April: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 15 April: Extract date for April 2023 SDR
  • 17 April: SDR round opens
  • 26 April: April Fees Free All Enrolments and Costs returns due
  • 29 April: SDR round closes

May 2023

Dates for TEOs:

  • 1 May: April Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 May: April Fees Free Programmes and Fees and Schedule of Fees returns due
  • 10 May: May Fees Free All Enrolments and Costs templates open
  • 11 May: Extract date for May Fees Free All Enrolments and Costs returns
  • 17 May: May Fees Free All Enrolments and Costs returns due
  • 31 May: Universities, Wānanga and Te Pūkenga to submit their 2022 Audited results and 5 years forecasts

June 2023

Dates for TEOs:

  • 1 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 7 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
  • 9 June: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 14 June: June Fees Free All Enrolments and Costs templates open
  • 15 June: Extract date for June Fees Free All Enrolments and Costs returns
  • 21 June: June Fees Free All Enrolments and Costs returns due

July 2023

Dates for TEOs:

  • 1 July: Universities, Wānanga and Te Pūkenga to submit 10-year Capital Intentions plans (2022 actuals and 10-year forecasts)
  • 3 July: June Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 July: TEOs submit proposed Plans, including MoP, EPIC, Learner Success Plans, Disability Action Plans and Additional Funding templates
  • 12 July: July Fees Free All Enrolments and Costs templates open
  • 13 July: Extract date for July Fees Free All Enrolments and Costs returns
  • 14 July: Universities and Wānanga to submit 1 January to 30 June 2023 Financial results for Crown consolidations
  • 19 July: July Fees Free All Enrolments and Costs returns due

Dates for TEC:

  • 7 July: Final 2022 EPIs published on TEC website

August 2023

Dates for TEOs:

  • 1 August: July Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 August: July Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 August: Extract date for August 2023 SDR
  • 8 August: August SDR opens
  • 9 August: August Fees Free All Enrolments and Costs templates open
  • 10 August: Extract date for August Fees Free All Enrolments and Costs returns
  • 11 August: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 21 August: Final submission date for 2022 MPTT Actuals Report
  • 21 August: Final submission date for August SDR
  • 23 August: August Fees Free All Enrolments and Costs returns due
  • 31 August: ITR data should be as up to date as possible
  • 31 August: PTEs with 31 March year ends submit annual financial reports

September 2023

Dates for TEOs:

  • 1 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
  • 13 September: September Fees Free All Enrolments and Costs templates open
  • 14 September: Extract date for September Fees Free All Enrolments and Costs returns
  • 20 September: September Fees Free All Enrolments and Costs returns due

October 2023

Dates for TEOs:

  • 2 October: September Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 5 October: September Fees Free Programmes and Fees and Schedule of Fees returns due
  • 11 October: October Fees Free All Enrolments and Costs templates open
  • 12 October: Extract date for October Fees Free All Enrolments and Costs returns
  • 13 October: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 18 October: October Fees Free All Enrolments and Costs returns due

November 2023

Dates for TEOs:

  • 1 November: October Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 November: October Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 November: November Fees Free All Enrolments and Costs templates open
  • 9 November: Extract date for November Fees Free All Enrolments and Costs returns
  • 15 November: November Fees Free All Enrolments and Costs returns due
  • 30 November: AMFM exception applications for any course that starts between 1 January 2024 and 31 December 2024 must be received by email before 5.00pm

December 2023

Dates for TEOs:

  • 1 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 2 December: AMFM exception applications for any course that starts between 1 January 2024 and 31 December 2024 TEO deadline
  • 6 December: November Fees Free Programmes and Fees and Schedule of Fees returns due
  • 13 December: December Fees Free All Enrolments and Costs templates open
  • 31 December: Extract date for December Fees Free All Enrolments and Costs returns
  • 31 December: Extract date for the December 2023 SDR

Other key dates:

  • 7 December: AMFM exception applications for any course that starts between 1 January 2024 and 31 December 2024 – Student bodies supporting evidence deadline

2022 (historical dates)

January 2022

Dates for TEOs:

  • 1 January: SDR round opens
  • 10 January: December Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 12 January: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 13 January: December Fees Free Programmes and Fees and Schedule of Fees returns due
  • 19 January: December Fees Free All Enrolments and Costs returns due
  • 21 January: HAFL reporting deadline (interim report)
  • 31 January: SDR round closes

February 2022

Dates for TEOs:

  • 1 February: January Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 February: January Fees Free Programmes and Fees and Schedule of Fees returns due
  • 9 February: February Fees Free All Enrolments and Costs templates open
  • 9 February: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 10 February: Extract date for February Fees Free All Enrolments and Costs returns
  • 16 February: February Fees Free All Enrolments and Costs returns due
  • 18 February: Applications for Qualification Development Fund need to be received by 5pm
  • 25 February: TEIs (Universities, Wānanga, Te Pūkenga subsidiaries and Te Pūkenga) to submit 2021 unaudited results and 5 years forecasts
  • 26 February: Schools submit 2021 Gateway Credit achievement data
  • 2021 Preliminary Wash-ups communicated
  • ACE in schools coordination additional funding round

Dates for TEC:

  • February-April interim 2021 EPIs will be available via Ngā Kete
  • PBRF Research Degree Completion data for 2021 PBRF Washup uploaded to Workspace2
  • Start 2023 Investment Plan engagement with TEOs

March 2022

Dates for TEOs:

  • 1 March: February Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 March: February Fees Free Programmes and Fees and Schedule of Fees returns due
  • 9 March: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 9 March: March Fees Free All Enrolments and Costs templates open
  • 10 March: Extract date for March Fees Free All Enrolments and Costs returns
  • 11 March: Submit Trades Academies destination data in final quantitative report for 2021
  • 16 March: March Fees Free All Enrolments and Costs returns due
  • 27 March: Publish 2021 MPTT Actuals report
  • 31 March: Final submission date for 2021 data in the Industry Training Register (ITR)
  • 2021 Final Wash-ups communicated

April 2022

Dates for TEOs:

  • 1 April: March Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 April: March Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 April: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 8 April: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 13 April: April Fees Free All Enrolments and Costs templates open
  • 14 April: Extract date for April Fees Free All Enrolments and Costs returns
  • 15 April: Extract date for the April 2022 Single Data Return (SDR)
  • 15 April: HAFL reporting deadline (interim report)
  • 16 April: SDR round opens
  • 27 April: April Fees Free All Enrolments and Costs returns due
  • 29 April: Submit April SDR, including updates for inclusion in 2021 published educational performance indicators (EPIs)

Dates for TEC:

  • 1 April: Finalise industry training data for 2021
  • 9 April: Finalised 2021 industry training educational performance indicators (EPIs) and delivery information is available
  • 29 April: Close the 2021 educational performance indicator (EPI) data for providers
  • Send out final 2021 ITO recoveries advice

May 2022

Dates for TEOs:

  • 2 May: April Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 5 May: April Fees Free Programmes and Fees and Schedule of Fees returns due
  • 6 May: Equity Funding report for TEIs is due
  • 10 May: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 11 May: May Fees Free All Enrolments and Costs templates open
  • 12 May: Extract date for May Fees Free All Enrolments and Costs returns
  • 18 May: May Fees Free All Enrolments and Costs returns due
  • 31 May: PTEs with 31 December year ends submit annual financial reports
  • 31 May: Submit PBRF 2021 External Research Income (ERI) template to Workspace2 (and audit opinion if required)
  • 31 May: Universities, Wānanga and Te Pūkenga submit their Capital Asset Management (CAM) Self Assessments

Dates for TEC:

  • Final PBRF Research Degree Completion data for 2021 PBRF Washup uploaded to Workspace2

Other key dates:

  • 20 May: Government Budget 2022 announcement

June 2022

Dates for TEOs:

  • 1 June: May Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 7 June: May Fees Free Programmes and Fees and Schedule of Fees returns due
  • 8 June: June Fees Free All Enrolments and Costs templates open
  • 9 June: Extract date for June Fees Free All Enrolments and Costs returns
  • 9 June: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 10 June: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 15 June: June Fees Free All Enrolments and Costs returns due

July 2022

Dates for TEOs:

  • 1 July: June Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 1 July: Universities, Wānanga and Te Pūkenga to submit 10-year Capital Intentions plans (2020 actuals and forecasts to 2030)
  • 6 July: June Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 - 8 July: Consultation on tertiary fee regulation settings is open
  • 8 July: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 8 July: TEOs submit proposed Plans, including MoP, EPIC, Learner Success Plans, Disability Action Plans and Additional Funding templates
  • 9 July: Deadline for Gateway applications for new schools and additional funding requests for 2023
  • 13 July: July Fees Free All Enrolments and Costs templates open
  • 14 July: Extract date for July Fees Free All Enrolments and Costs returns
  • 15 July: HAFL reporting deadline (final report)
  • 15 July: Universities and Wānanga to submit 1 January to 30 June 2022 Financial results for Crown consolidations
  • 17 July: Transitional ITOs – Submit 2021 Audited results and 3 years forecasts
  • 20 July: July Fees Free All Enrolments and Costs returns due
  • 31 July: Gateway mid-year Actuals report due

August 2022

Dates for TEOs:

  • 1 August: July Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 August: July Fees Free Programmes and Fees and Schedule of Fees returns due
  • 7 August: August SDR extract date
  • 8 August: August SDR opens
  • 9 August: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 10 August: August Fees Free All Enrolments and Costs templates open
  • 11 August: Extract date for August Fees Free All Enrolments and Costs returns
  • 12 August: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 21 August: Final submission date for 2021 MPTT Actuals Report
  • 21 August: Final submission date for August SDR
  • 24 August: August Fees Free All Enrolments and Costs returns due
  • 31 August: PTEs with 31 March year ends submit annual financial reports

September 2022

Dates for TEOs:

  • 1 September: August Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 September: August Fees Free Programmes and Fees and Schedule of Fees returns due
  • 9 September: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 14 September: September Fees Free All Enrolments and Costs templates open
  • 15 September: Extract date for September Fees Free All Enrolments and Costs returns
  • 21 September: September Fees Free All Enrolments and Costs returns due

Dates for TEC:

  • Calculate indicative PBRF funding calculations for 2023

October 2022

Dates for TEOs:

  • 3 October: September Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 6 October: September Fees Free Programmes and Fees and Schedule of Fees returns due
  • 11 October: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 12 October: October Fees Free All Enrolments and Costs templates open
  • 13 October: Extract date for October Fees Free All Enrolments and Costs returns
  • 14 October: Workplace Literacy and Numeracy (WLN) Employer-led funding application deadline
  • 19 October: October Fees Free All Enrolments and Costs returns due
  • 31 October: Submit Centre of Research Excellence (CoREs) Annual Reports for CoREs funded 2015/16 – June 2022

November 2022

Dates for TEOs:

  • 1 November: October Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 4 November: October Fees Free Programmes and Fees and Schedule of Fees returns due
  • 9 November: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 9 November: November Fees Free All Enrolments and Costs templates open
  • 10 November: Extract date for November Fees Free All Enrolments and Costs returns
  • 16 November: November Fees Free All Enrolments and Costs returns due
  • 30 November: AMFM exception applications for any course that starts between 1 January 2023 and 31 December 2023 must be received by email before 5.00pm

December 2022

Dates for TEOs:

  • 1 December: November Fees Free Programmes and Fees templates and Schedule of Fees templates open
  • 2 December: AMFM exception applications for any course that starts between 1 January 2023 and 31 December 2023 TEO deadline
  • 6 December: November Fees Free Programmes and Fees and Schedule of Fees returns due
  • 9 December: Managed Apprenticeships monthly template is due for TEIs and selected PTEs
  • 14 December: December Fees Free All Enrolments and Costs templates open
  • 31 December: Extract date for December Fees Free All Enrolments and Costs returns
  • 31 December: Extract date for the December 2022 SDR

Other key dates:

  • 7 December: AMFM exception applications for any course that starts between 1 January 2023 and 31 December 2023 – Student bodies supporting evidence deadline

2021 (historical dates)

January 2021

Dates for TEOs:

  • 1 January: SDR round opens
  • 7 January: (Industry Training Organisations) December Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 14 January: (Industry Training Organisations) December Programmes and Fees template and Schedule of Fees template due to TEC by submitting on Workspace 2
  • 20 January: (Providers) December Fees Free All Enrolments and Costs return due to TEC by submitting on Workspace 2
  • 31 January: HAFL reporting deadline (final report)
  • 31 January: SDR round closes
  • 31 January: TAFL reporting deadline (final report)

February 2021

Dates for TEOs:

  • 1 February: (Transitional ITOs) January Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 1 February: Medical Interns Grant report due
  • 4 February: (Transitional ITOs) January Programmes and Fees template and Schedule of Fees template due to TEC by submitting on Workspace 2
  • 5 February: Final submission for Employer-Led Workplace Literacy and Numeracy applications
  • 10 February: (Providers) February fees-free return template and instructions sent to you via Workspace 2
  • 11 February: (Providers) Extract date for February fees-free return
  • 14 February: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
  • 17 February: (Providers) February fees-free return due to TEC by uploading to Workspace 2
  • 21 February: Trades Academies - School Funded Roll Confirmation – Data for Schools February 28 Roll Return due
  • 22 February: TEIs - Submit 2020 Unaudited results and 5 years forecasts
  • 26 February: Gateway additional funding round applications close
  • 26 February: Schools submit 2020 Gateway Credit achievement data
  • 2020 Preliminary Wash-ups communicated

Dates for TEC:

  • February-April interim 2020 EPIs will be available via Ngā Kete
  • PBRF Research Degree Completion data for 2020 PBRF Washup uploaded to Workspace2
  • Start 2021 Investment Plan engagement with TEOs

March 2021

Dates for TEOs:

  • 1 March: (Transitional ITOs) February Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 4 March: (Transitional ITOs) February Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 10 March: (Providers) March fees-free return template and instructions sent to you via Workspace 2
  • 11 March: (Providers) Extract date for March fees-free return
  • 11 March: Submit Trades Academies destination data in final quantitative report for 2020
  • 17 March: (Providers) March fees-free return due to TEC by uploading to Workspace 2
  • 27 March: Publish 2020 MPTT Actuals report
  • 31 March: Final submission date for 2020 data in the Industry Training Register (ITR)
  • 2020 Final Wash-ups communicated

April 2021

Dates for TEOs:

  • 1 April: (Transitional ITOs) March Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 6 April: (Transitional ITOs) March Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 7 April: (Providers) April fees-free return template and instructions sent to you via Workspace 2
  • 8 April: (Providers) Extract date for April fees-free return
  • 9 April: Final submission for Employer-Led Workplace Literacy and Numeracy applications
  • 9 April: Managed Apprenticeships monthly template uploaded to WS2 for TEI’s and selected PTEs.
  • 15 April: Extract date for the April 2021 SDR
  • 15 April: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
  • 16 April: SDR round opens
  • 28 April: (Providers) April fees-free return due to TEC by uploading to Workspace 2
  • 29 April: Submit April Single Data Return (SDR), including updates for inclusion in 2020 published educational performance indicators (EPIs)
  • 30 April: Centres of Asia-Pacific Excellence (CAPES) Annual Reports due
  • 30 April: CoREs submit CoRE Plan for July 2021 to Dec 2024 for review by TEC
  • 30 April: Entrepreneurial Universities Initiative (EUI) Annual Reports due
  • 30 April: Plan Required TEOs submit Summary of Planned Shifts

Dates for TEC:

  • 1 April: Finalise industry training data for 2020
  • 9 April: Finalised 2020 industry training educational performance indicators (EPIs) and delivery information is available
  • 29 April: Close the 2020 educational performance indicator (EPI) data for providers
  • PBRF External Research Income (ERI) template uploaded to Workspace2
  • Send out final 2020 ITO recoveries advice

May 2021

Dates for TEOs:

  • 3 May: (Transitional ITOs) April Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 6 May: (Transitional ITOs) April Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 11 May: Managed Apprenticeships monthly template uploaded to WS2 for TEI’s and selected PTEs.
  • 12 May: (Providers) May fees-free return template and instructions sent to you via Workspace 2
  • 12 May: PBRF SRG chair closing date for nominations
  • 13 May: (Providers) Extract date for May fees-free return
  • 19 May: (Providers) May fees-free return due to TEC by uploading to Workspace 2
  • 31 May: PTEs with 31 December year ends submit annual financial reports
  • 31 May: Submit PBRF 2020 External Research Income (ERI) template to Workspace2 (and audit opinion if required)
  • 31 May: TEIs (Universities and Wānanga) submit Capital Asset Management (CAM) Independent Assessments
  • 31 May: TEIs – Submit 2020 Audited results and 5 years forecasts

Dates for TEC:

  • Final PBRF Research Degree Completion data for 2020 PBRF Washup uploaded to Workspace2

Other key dates:

  • 20 May: Government Budget 2021 announcement

June 2021

Dates for TEOs:

  • 1 June: (Transitional ITOs) May Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 4 June: (Transitional ITOs) May Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 9 June: June Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
  • 9 June: Managed Apprenticeships monthly template uploaded to WS2 for TEI’s and selected PTEs.
  • 10 June: Extract date for June Fees Free All Enrolments and Costs return
  • 11 June: Final submission for Employer-Led Workplace Literacy and Numeracy applications
  • 16 June: June Fees-Free All Enrolments and Costs report due to TEC by uploading to Workspace 2
  • 30 June: Indicative allocations, MoPs and EPICs communicated
  • 30 June: PTEs with 31 January year ends submit annual financial reports
  • 30 June: Supplementary Plan Guidance published

July 2021

Dates for TEOs:

  • 1 July: (Transitional ITOs) June Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
  • 2 July: TEIs (Universities and Wānanga) submit 10-year Capital Intentions plans
  • 6 July: (Transitional ITOs) June Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 8 July: Extract date for July Fees Free All Enrolments and Costs return
  • 9 July: Deadline for Plan Exempt PTEs (MOPs and EPICs, Additional funding requests and other documentation as required)
  • 9 July: Deadline for Plan Exempt TEIs (MOPS and EPICs, Additional funding requests and other documentation as required)
  • 9 July: Deadline for Plan Required TEIs and PTEs Investment Plans
  • 9 July: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
  • 14 July: July Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
  • 17 July: Transitional ITOs – Submit 2019 Audited results and 3 years forecasts
  • 20 July: TEIs - Submit 1 January to 30 June 2019 Financial results for Crown consolidations
  • 21 July: July Fees Free All Enrolments and Costs return due to TEC by uploading to Workspace 2
  • 31 July: Gateway mid-year Actuals report due

August 2021

Dates for TEOs:

  • 2 August: (Transitional ITOs) July Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 5 August: (Transitional ITOs) July Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 7 August: August SDR extract date
  • 8 August: August SDR opens
  • 11 August: (Providers) August fees-free report template and instructions available via Workspace 2
  • 12 August: (Providers) Extract date for August fees-free report
  • 13 August: Final submission for Employer-Led Workplace Literacy and Numeracy applications
  • 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
  • 17 August: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
  • 21 August: Final submission date for 2020 MPTT Actuals Report
  • 21 August: Final submission date for August SDR
  • 25 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
  • 31 August: Gateway applications for new schools close

Dates for TEC:

  • PBRF Washup completed

September 2021

Dates for TEOs:

  • 1 September: (Transitional ITOs) August Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 1 September: Transitional ITO data snapshot – all data must be up to date in the ITR
  • 6 September: (Transitional ITOs) August Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2.
  • 8 September: (Providers) September fees-free report template and instructions available via Workspace 2
  • 9 September: (Providers) Extract date for September fees-free report
  • 9 September: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
  • 15 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

  • Calculate indicative PBRF funding calculations for 2021

October 2021

Dates for TEOs:

  • 1 October: (Transitional ITOs) September Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 6 October: (Transitional ITOs) September Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 11 October: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
  • 13 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
  • 14 October: (Providers) Extract date for October Fees-Free Report
  • 15 October: Final submission for Employer-Led Workplace Literacy and Numeracy applications
  • 20 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2
  • 31 October: Entrepreneurial Universities Initiative (EUI) Annual Approach to Activity reports due
  • 31 October: Submit Centre of Research Excellence (CoREs) Annual Reports for CoREs funded 2015/16 – June 2021

November 2021

Dates for TEOs:

  • 1 November: (Transitional ITOs) October Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 1 November: Centres of Asia-Pacific Excellence (CAPEs) Annual Plan due
  • 1 November: Entrepreneurial Universities Initiative (EUI) Annual Approach to Activity due
  • 4 November: (Transitional ITOs) October Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2
  • 8 November: (Providers) November fees-free return template and instructions sent to you via Workspace 2
  • 9 November: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
  • 11 November: (Providers) Extract date for November fees-free return
  • 15 November: (Providers) November fees-free return due to TEC by uploading to Workspace 2
  • 17 November: Deadline for Qualification Development Fund applications
  • 30 November: AMFM exception applications for any course that starts between 1 January 2022 and 31 December 2022 must be received by email before 5:00pm
  • 30 November: PTEs with 30 June year ends submit annual financial reports

December 2021

Dates for TEOs:

  • 1 December: (Transitional ITOs) November Programmes and Fees template and Schedule of Fees template uploaded to Workspace 2
  • 2 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 TEO deadline
  • 6 December: (Transitional ITOs) November Programmes and Fees template and Schedule of Fees template due to TEC by uploading to Workspace 2.
  • 8 December: (Providers) December fees-free return template and instructions sent to you via Workspace 2
  • 9 December: Managed Apprenticeships monthly template due to TEC by uploading to Workspace 2 for TEI’s and selected PTEs.
  • 31 December: (Providers) Extract date for December fees-free return
  • 31 December: Extract date for the December 2021 SDR

Other key dates:

  • 7 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 - Student bodies supporting evidence deadline

2020 (historical dates)

January 2020

Dates for TEOs:

  • 1 January: SDR round opens
  • 6 January: (Industry Training Organisations) December fees-free return due to TEC by uploading to Workspace 2
  • 22 January: (Providers) 2018 Final fees-free return due to TEC by uploading to Workspace 2
  • 31 January: Final submission date for 2019 MPTT Actuals report
  • 31 January: Final submission date for 2019 MPTT Progress report
  • 31 January: Final submission date for the 2019 December Single Data Return (SDR)

February 2020

Dates for TEOs:

  • 1 February: Medical Interns Grant report due
  • 6 February: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 12 February: (Providers) February fees-free return template and instructions sent to you via Workspace 2
  • 13 February: (Providers) Extract date for February fees-free return
  • 14 February: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
  • 19 February: (Providers) February fees-free return due to TEC by uploading to Workspace 2
  • 21 February: Gateway additional funding round applications close
  • 21 February: TEIs – Submit 2019 Unaudited results and 5 years forecasts
  • 21 February: Trades Academies - School Funded Roll Confirmation – Data for Schools February 28 Roll Return due
  • 2019 Preliminary Wash-ups communicated

Dates for TEC:

  • February-April interim 2019 EPIs will be available via Nga Kete
  • Start 2021 Investment Plan engagement with TEOs

March 2020

Dates for TEOs:

  • 5 March: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 11 March: Submit Trades Academies destination data in final quantitative report for 2018
  • 12 March: (Providers) March fees-free return template and instructions sent to you via Workspace 2
  • 13 March: (Providers) Extract date for March fees-free return
  • 18 March: (Providers) March fees-free return due to TEC by uploading to Workspace 2
  • 27 March: Publish 2020 MPTT Actuals report
  • 31 March: Final submission date for 2019 data in the Industry Training Register (ITR)
  • 31 March: Submit Centres of Research Excellence (CoREs) reports for: The Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute
  • 2019 Final Wash-ups communicated

Dates for TEC:

  • 2 March: Start assessing Gateway additional funding requests

April 2020

Dates for TEOs:

  • 6 April: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 8 April: (Providers) April fees-free return template and instructions sent to you via Workspace 2
  • 9 April: (Providers) Extract date for April fees-free return
  • 15 April: Extract date for the April 2020 SDR
  • 15 April: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
  • 16 April: SDR round opens
  • 17 April: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
  • 22 April: (Providers) April fees-free return due to TEC by uploading to Workspace 2
  • 29 April: Final submission date for 2019 MPTT Actuals Report
  • 29 April: Submit April Single Data Return (SDR), including updates for inclusion in 2019 published educational performance indicators (EPIs)
  • 30 April: Entrepreneurial Universities Initiative (EUI) Annual Reports due
  • 30 April: Plan Required TEOs submit Summary of Planned Shifts
  • 30 April: Submit Centre of Research Excellence (CoREs) Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga

Dates for TEC:

  • 1 April: Finalise industry training data for 2019
  • 8 April: Construction CoVE - Selected applicants invited to submit detailed proposals
  • 9 April: Finalised 2019 industry training educational performance indicators (EPIs) and delivery information is available
  • 29 April: Close the 2019 educational performance indicator (EPI) data for providers
  • Send out final 2019 ITO recoveries advice

May 2020

Dates for TEOs:

  • 6 May: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 13 May: (Providers) May fees-free return template and instructions sent to you via Workspace 2
  • 14 May: (Providers) Extract date for May fees-free return
  • 19 May: TAFL reporting deadline
  • 20 May: (Providers) May fees-free return due to TEC by uploading to Workspace 2
  • 22 May: TEIs – Submit 2019 Audited results and 5 years forecasts
  • 29 May: TEIs (Universities and Wānanga) submit Capital Asset Management (CAM) Self Assessments
  • 31 May: PTEs with 31 December year ends submit annual financial reports

Dates for TEC:

  • 4 May: Final 2019 EPI results available to TEOs via Ngā Kete
  • 22 May: Primary sector CoVE - Detailed proposals due
  • 28 May: Primary sector CoVE - Evaluate proposals
  • 29 May: Construction CoVE - Last day for applicants to send RfP questions

June 2020

Dates for TEOs:

  • 2 June: TAFL reporting deadline
  • 4 June: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 9 June: Final application submission time for Employer-Led Workplace Literacy and Numeracy Assessment Panel
  • 10 June: June Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
  • 11 June: Extract date for June Fees Free All Enrolments and Costs return
  • 16 June: HAFL reporting deadline
  • 16 June: TAFL reporting deadline
  • 17 June: June Fees-Free All Enrolments and Costs report due to TEC by uploading to Workspace 2
  • 30 June: HAFL reporting deadline
  • 30 June: Indicative allocations, MoPs and EPICs communicated
  • 30 June: PTEs with 31 January year ends submit annual financial reports
  • 30 June: Supplementary Plan Guidance published
  • 30 June: TAFL reporting deadline

Dates for TEC:

  • 2 June: WDC interim Establishment Board Expressions of Interest - Receive Expressions of Interest by 9am
  • 19 June: Construction CoVE - Detailed proposals due
  • 24 June: Construction CoVE - Evaluate proposals

July 2020

Dates for TEOs:

  • 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
  • 2 July: TAFL - Deadline for submissions to the last scheduled assessment panel
  • 3 July: TEIs (Universities and Wānanga) submit 10-year Capital Intentions plans
  • 6 July: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 8 July: July Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
  • 9 July: Extract date for July Fees Free All Enrolments and Costs return
  • 15 July: July Fees Free All Enrolments and Costs return due to TEC by uploading to Workspace 2
  • 17 July: Deadline for Plan Exempt PTEs (MOPs and EPICs, Additional funding requests and other documentation as required)
  • 17 July: ITOs – Submit 2019 Audited results and 3 years forecasts
  • 17 July: TEIs - Submit 1 January to 30 June 2019 Financial results for Crown consolidations
  • 18 July: July fees-free report due to TEC by uploading to Workspace 2
  • 31 July: Gateway mid-year Actuals report due

Dates for TEC:

  • 6 July: Construction CoVE - Select successful proposal
  • 6 July: Primary sector CoVE - Select successful proposal

August 2020

Dates for TEOs:

  • 6 August: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 7 August: August SDR extract date
  • 7 August: Deadline for Plan Exempt TEIs (MOPS and EPICs, Additional funding requests and other documentation as required)
  • 7 August: Deadline for Plan Required TEIs and PTEs Investment Plans
  • 8 August: August SDR opens
  • 12 August: (Providers) August fees-free report template and instructions available via Workspace 2
  • 13 August: (Providers) Extract date for August fees-free report
  • 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
  • 19 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
  • 21 August: Final submission date for 2020 MPTT Actuals Report
  • 21 August: Final submission date for August SDR
  • 31 August: Gateway applications for new schools close
  • 31 August: HAFL reporting deadline
  • 31 August: TAFL reporting deadline

Dates for TEC:

  • 3 August: Construction CoVE - Negotiate funding agreement with successful consortium
  • 3 August: Primary sector CoVE - Negotiate funding agreement with successful consortium

September 2020

Dates for TEOs:

  • 1 September: ITO data snapshot – all data must be up to date in the ITR
  • 4 September: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
  • 8 September: Deadline for final Investment Plans (TEIs on one or two year Plans)
  • 8 September: Deadline for final MOPs and EPICs (all TEIs)
  • 9 September: (Providers) September fees-free report template and instructions available via Workspace 2
  • 10 September: (Providers) Extract date for September fees-free report
  • 16 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

  • Calculate indicative PBRF funding calculations for 2021

October 2020

Dates for TEOs:

  • 6 October: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 14 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
  • 15 October: (Providers) Extract date for October Fees-Free Report
  • 21 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2
  • 31 October: Entrepreneurial Universities Initiative (EUI) Annual Approach to Activity reports due
  • 31 October: HAFL reporting deadline
  • 31 October: TAFL reporting deadline

November 2020

Dates for TEOs:

  • 5 November: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 11 November: (Providers) November fees-free return template and instructions sent to you via Workspace 2
  • 12 November: (Providers) Extract date for November fees-free return
  • 17 November: Deadline for Qualification Development Fund applications
  • 18 November: (Providers) November fees-free return due to TEC by uploading to Workspace 2
  • 30 November: PTEs with 30 June year ends submit annual financial reports

December 2020

Dates for TEOs:

  • 2 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 TEO deadline
  • 4 December: (Industry Training Organisations) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
  • 7 December: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 9 December: (Providers) December fees-free return template and instructions sent to you via Workspace 2
  • 31 December: (Providers) Extract date for December fees-free return
  • 31 December: Extract date for the December 2020 SDR

Other key dates:

  • 7 December: AMFM exception applications for any course that starts between 1 January 2021 and 31 December 2021 - Student bodies supporting evidence deadline

2019 (historical dates)

January 2019

Dates for TEOs:

  • 1 January: (Providers) Extract date for January fees-free return
  • 16 January: (Industry training organisations) January fees-free return template and instructions sent to you via Workspace 2
  • 16 January: (Providers) January fees-free return due to TEC by uploading to Workspace 2
  • 23 January: (Industry training organisations) January fees-free return due to TEC by uploading to Workspace 2
  • 31 January: Final submission date for 2018 MPTT Actuals report
  • 31 January: Final submission date for 2018 MPTT Progress report
  • 31 January: Final submission date for the 2018 December Single Data Return (SDR)

February 2019

Dates for TEOs:

  • 1 February: Medical Interns Grant report due
  • 13 February: (Providers) February fees-free return template and instructions sent to you via Workspace 2
  • 14 February: (Providers) Extract date for February fees-free return
  • 20 February: (Providers) February fees-free return due to TEC by uploading to Workspace 2
  • Investment Toolkit updates released
  • Submit ICT Graduate School 2018 annual reports

Dates for TEC:

  • February-April interim 2018 EPIs will be available via Nga Kete
  • Start 2020 Investment Plan engagement with TEOs

March 2019

Dates for TEOs:

  • 12 March: Submit Trades Academies destination data in final quantitative report for 2018
  • 13 March: (Providers) March fees-free return template and instructions sent to you via Workspace 2
  • 14 March: Submit Trades Academies progress report for period 1 January to 1 March 2019
  • 20 March: (Providers) March fees-free return due to TEC by uploading to Workspace 2
  • 31 March: Final submission date for 2018 data in the Industry Training Register (ITR)
  • 31 March: Submit Centres of Research Excellence (CoREs) reports for: The Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute

Dates for TEC:

  • 1 March: Publish Māori and Pasifika Trades Training Tools (MPTT) Grant and Brokerage report on Workspace 2
  • 27 March: Publish 2019 MPTT Actuals report
  • Review prior year performance and delivery data for literacy, Adult and Community Education (ACE) and Gateway funds. Provide data to TEOs

April 2019

Dates for TEOs:

  • 15 April: (Providers) Extract date for April fees-free return
  • 15 April: final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
  • 16 April: (Providers) April fees-free return template and instructions sent to you via Workspace 2
  • 29 April: (Providers) April fees-free return due to TEC by uploading to Workspace 2
  • 29 April: final submission date for 2019 MPTT Actuals Report
  • 29 April: submit April Single Data Return (SDR), including updates for inclusion in 2018 published educational performance indicators (EPIs)
  • 30 April: submit Centre of Research Excellence (CoREs) Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga
  • 30 April: submit Summary of Planned Shifts
  • TEIs submit Annual Reports

Dates for TEC:

  • 1 April: finalise industry training data for 2018
  • 9 April: upload finalised 2017 industry training educational performance indicators (EPIs) and delivery information to Workspace 2
  • 19 April: second cohort of peer review panel members for the PBRF 2018 Quality Evaluation announced
  • 29 April: close the 2018 educational performance indicator (EPI) data for providers
  • send out final 2018 ITO recoveries advice

May 2019

Dates for TEOs:

  • 15 May: (Providers) May fees-free return template and instructions sent to you via Workspace 2
  • 16 May: (Providers) Extract date for May fees-free return
  • 22 May: (Providers) May fees-free return due to TEC by uploading to Workspace 2
  • 31 May: PTEs with 31 December year ends submit annual financial reports:
  • 31 May: TEIs submit Capital Asset Management (CAM) Independent Assess

Dates for TEC:

  • 4 May: final 2018 EPI results available to TEOs via Ngā Kete

Other key dates:

  • 30 May: Government Budget announcement

June 2019

Dates for TEOs:

  • 4 June: Indicative allocations, MoPs and EPICs communicated
  • 12 June: June Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
  • 13 June: Extract date for June Fees Free All Enrolments and Costs return
  • 14 June: extract date for June fees-free report
  • 14 June: submit Trades Academies Six-monthly Progress Report and lead provider reporting for period 1 January to 3 June 2019
  • 19 June: June Fees-Free All Enrolments and Costs report due to TEC by uploading to Workspace 2
  • 21 June: Plan Exempt TEOs to submit MoPs and EPICs
  • 30 June: PTEs with 31 January year ends submit annual financial reports

July 2019

Dates for TEOs:

  • 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
  • 1 July: TEIs submit 10-year Capital Intentions plans
  • 6 July: Preliminary submission date for EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation
  • 10 July: July Fees Free All Enrolments and Costs template and instructions sent to you via Workspace 2
  • 11 July: Extract date for July Fees Free All Enrolments and Costs return
  • 12 July: Extract date for July fees-free report
  • 12 July: Plan required TEOs to submit Strategic Intent, MoPs and EPICs
  • 13 July: Deadline for draft Investment Plans (TEIs on one or two year Plans)
  • 13 July: Deadline for draft MOPs and EPICs (all TEIs)
  • 13 July: Deadline for PTEs to submit final Investment Plans (PTEs on one or two year Plans)
  • 13 July: Deadline for PTEs to submit final MOPs and EPICs (all PTEs)
  • 13 July: Resubmission of EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation, due by 4.00pm
  • 17 July: July Fees Free All Enrolments and Costs return due to TEC by uploading to Workspace 2
  • 18 July: July fees-free report due to TEC by uploading to Workspace 2
  • 31 July: Gateway mid-year Actuals report due

Dates for TEC:

  • 1 July: analyse Industry Training Register (ITR) data (payments reduced or withheld where necessary)
  • 27 July: Publish 2019 MPTT Actuals Report

August 2019

Dates for TEOs:

  • 3 August: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 7 August: August SDR extract date
  • 8 August: (Providers) August fees-free report template and instructions available via Workspace 2
  • 8 August: August SDR opens
  • 9 August: (Providers) Extract date for August fees-free report
  • 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
  • 20 August: Deadline for final Investment Plans (TEIs on one or two year Plans)
  • 20 August: Deadline for final MOPs and EPICs (all TEIs)
  • 21 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
  • 21 August: Final submission date for 2019 MPTT Actuals Report
  • 21 August: Final submission date for August SDR
  • 31 August: Gateway applications for new schools close
  • 31 August: PTEs with 31 March year ends submit annual financial reports
  • Higher risk TEIs provide financial update to TEC
  • ICT Graduate School Progress reports due
  • Provide information requested by KPMG for the PBRF QE 2018 data audit
  • Submit ICT Graduate Schools progress reports
  • Submit Medical Intern numbers (Otago and Auckland)

September 2019

Dates for TEOs:

  • 1 September: ITO data snapshot – all data must be up to date in the ITR
  • 5 September: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
  • 7 September: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 11 September: (Providers) September fees-free report template and instructions available via Workspace 2
  • 12 September: (Providers) Extract date for September fees-free report
  • 18 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2
  • Check and confirm RDC data for Performance-Based Research fund

Dates for TEC:

  • 1 September: Analyse ITR data (payments reduced or withheld where necessary)
  • 7 September: ITOs to submit 2020 MoPs and EPICs
  • Calculate indicative PBRF funding calculations for 2020
  • Start TEO Investment Plan assessment for those TEOs on 1-year plans

October 2019

Dates for TEOs:

  • 4 October: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 5 October: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 16 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
  • 17 October: (Providers) Extract date for October Fees-Free Report
  • 23 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2
  • Funding confirmation letters sent by 31 October

Dates for TEC:

  • Board decisions on 2020 funding allocations made
  • Notify providers of adjustments from PBRF wash-up

November 2019

Dates for TEOs:

  • 6 November: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2
  • 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 13 November: (providers) November fees-free return template and instructions sent to you via Workspace 2
  • 14 November: (providers) Extract date for November fees-free return
  • 20 November: (providers) November fees-free return due to TEC by uploading to Workspace 2
  • 30 November: PTEs with 30 June year ends submit annual financial reports

Dates for TEC:

  • Upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2019

Dates for TEOs:

  • 5 December: (Industry training) Programmes and Fees template and invoice due to TEC by uploading to Workspace 2.
  • 5 December: (providers) Extract date for December fees-free return
  • 11 December: (All TEOs) December fees-free return due to TEC by uploading to Workspace 2
  • 18 December: (providers) January fees-free return template and instructions sent to you via Workspace 2
  • 24 December: Submit Trades Academies final quantitative and qualitative reports and lead provider reporting for period 1 January to 13 December 2018.
  • 31 December: (providers) Extract date for January fees-free return

Dates for TEC:

  • 3 December: Publish final 2019 MPTT Actuals Report

2018 (historical dates)

January 2018

Dates for TEOs:

  • 12 January: final submission date for 2017 MPTT Actuals Report
  • 15 January: final submission date for 2017 MPTT Progress Report
  • 15 January: final submission date for MPTT Tools Grant and Brokerage Report on Workspace2
  • 31 January: final submission date for the 2016 2017 December Single Data Return (SDR)
  • Negotiations for Entrepreneurial Universities Development Applications will be underway in early 2018, subject to applications being successful.
  • Victoria Universities entrepreneurial academic and their research programme commence

Dates for TEC:

  • 8 January: publish MPTT Tools Grant and Brokerage report on Workspace2
  • start 2017 Investment Plan engagement

February 2018

Dates for TEOs:

  • 1 February: Medical Interns Grant report due
  • 8 February: final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
  • 12 February: Evidence Portfolio (EP) estimates for the PBRF 2018 Quality Evaluation
  • 23 February: Entrepreneurial Universities Request for Funding Applications due by 12:00 noon
  • 23 February: Nominations for peer review panels for the PBRF 2018 Quality Evaluation close
  • 28 February: TEIs receiving Equity Funding for students with disabilities provide annual report
  • Submit ICT Graduate School 2017 Annual reports

Dates for TEC:

  • 1 February: publish MPTT Tools Grant and Brokerage report on Workspace 2
  • February-April interim 2017 EPIs will be available via Nga Kete

March 2018

Dates for TEOs:

  • 8 March: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 12 March: submit Trades Academies destination data in final quantitative report for 2017
  • 12 March: submit Trades Academies progress report for period 1 January to 1 March 2018
  • 19 - 21 March: Entrepreneurial Universities Expert Assessment Panel meet to assess applications received
  • 31 March: final submission date for 2017 data in the Industry Training Register (ITR)
  • 31 March: submit Centres of Research Excellence (CoREs) Reports for: The Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute

Dates for TEC:

  • 1 March: publish Māori and Pasifika Trades Training Tools (MPTT) Grant and Brokerage report on Workspace 2
  • Review prior year performance and delivery data for literacy, Adult and Community Education (ACE) and Gateway funds. Provide data to TEOs
  • Start 2018 Investment Plan engagement with TEOs

April 2018

Dates for TEOs:

  • 9 April: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 15 April: final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 1: Set up activities
  • 20 April: final date to submit Expression of Interest (EOI) for Joint Ventures and Amalgamation Projects (JVAP) funding, due before 5.00pm
  • 27 April: submit April Single Data Return (SDR), including updates for inclusion in 2017 published educational performance indicators (EPIs)
  • 30 April: submit Centre of Research Excellence (CoREs) Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga
  • TEIs submit Annual Reports

Dates for TEC:

  • 1 April: finalise industry training data for 2017
  • 2 April: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
  • 9 April: upload finalised 2017 industry training educational performance indicators (EPIs) and delivery information to Workspace 2
  • 19 April: second cohort of peer review panel members for the PBRF 2018 Quality Evaluation announced
  • 27 April: close the 2017 educational performance indicator (EPI) data for providers
  • send out final 2017 ITO recoveries advice

May 2018

Dates for TEOs:

  • 8 May: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 11 May: May fees-free report template and instructions available via Workspace 2
  • 14 May: extract date for May fees-free report
  • 18 May: May fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

  • 1 May: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
  • 4 May: final 2017 EPI results available to TEOs via Ngā Kete

Other key dates:

  • 17 May: Government Budget announcement

June 2018

Dates for TEOs:

  • 8 June: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 11 June: submit Trades Academies progress report for period 1 January to 1 June 2018
  • 13 June: June fees-free report template and instructions available via Workspace 2
  • 14 June: extract date for June fees-free report
  • 20 June: June fees-free report due to TEC by uploading to Workspace 2

Dates for TEC:

  • 1 June: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2
  • Entrepreneurial Universities negotiations completed and contracts signed

July 2018

Dates for TEOs:

  • 1 July: ITO data snapshot – all data must be up-to-date in the Industry Training Register (ITR)
  • 6 July: preliminary submission date for EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation
  • 9 July: final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 11 July: July fees-free report template and instructions available via Workspace 2
  • 12 July: extract date for July fees-free report
  • 13 July: deadline for draft Investment Plans (TEIs on one or two year Plans)
  • 13 July: deadline for draft MOPs and EPICs (all TEIs)
  • 13 July: deadline for PTEs to submit final Investment Plans (PTEs on one or two year Plans)
  • 13 July: deadline for PTEs to submit final MOPs and EPICs (all PTEs)
  • 13 July: resubmission of EP data and PBRF Staff Data files for the PBRF 2018 Quality Evaluation, due by 4.00pm
  • 16 July: Vice-Chancellor’s/Chief Executive Officer’s declaration for the PBRF 2018 Quality Evaluation, due by 4.00pm
  • 18 July: July fees-free report due to TEC by uploading to Workspace 2
  • 27 July: Gateway mid-year Actuals report due
  • 31 July: additional peer review panel members for the PBRF 2018 Quality Evaluation announced
  • 31 July: TEOs submitting notices of conflicts of interest in relation to panelists involved in the PBRF 2018 Quality Evaluation, due by 4.00pm

Dates for TEC:

  • 1 July: analyse Industry Training Register (ITR) data (payments reduced or withheld where necessary)
  • 2 July: publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2

August 2018

Dates for TEOs:

  • 3 August: (Providers) Fees-Free Report template and instructions sent to you via Workspace 2
  • 3 August: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 6 August: (Providers) August fees-free report template and instructions available via Workspace 2
  • 7 August: (Providers) Extract date for August fees-free report
  • 8 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage Report on Workspace 2
  • 13 August: (Providers) August fees-free report due to TEC by uploading to Workspace 2
  • 15 August: Final submission date for Māori and Pasifika Trades Training (MPTT) Progress Report 2: Ongoing activities
  • 20 August: Deadline for final Investment Plans (TEIs on one or two year Plans)
  • 20 August: Deadline for final MOPs and EPICs (all TEIs)
  • 21 August: Final submission date for August SDR
  • 31 August: Gateway applications for new schools close
  • Higher risk TEIs provide financial update to TEC
  • Provide information requested by KPMG for the PBRF QE 2018 data audit
  • Submit ICT Graduate Schools progress reports
  • Submit Medical Intern numbers (Otago and Auckland)

Dates for TEC:

  • 1 August: Publish Māori and Pasifika Trades Training (MPTT) Tools Grant and Brokerage report on Workspace 2

September 2018

Dates for TEOs:

  • 1 September: ITO data snapshot – all data must be up to date in the ITR
  • 5 September: (Industry training) Fees-Free Report template and instructions sent to you via Workspace 2
  • 7 September: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 9 September: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace2
  • 12 September: (Industry training) Fees-Free Report due to TEC by uploading to Workspace 2
  • 12 September: (Providers) September fees-free report template and instructions available via Workspace 2
  • 13 September: (Providers) Extract date for September fees-free report
  • 19 September: (Providers) September fees-free report due to TEC by uploading to Workspace 2
  • Check and confirm RDC data for Performance-Based Research fund

Dates for TEC:

  • 1 September: Analyse ITR data (payments reduced or withheld where necessary)
  • 2 September: Publish MPTT Tools Grant and Brokerage report on Workspace2
  • 7 September: ITOs to submit 2019 MoPs and EPICs
  • Calculate indicative PBRF funding calculations for 2019
  • Start TEO Investment Plan assessment for those TEOs on 1-year plans

October 2018

Dates for TEOs:

  • 3 October: (Industry training) Fees-Free Report template and instructions sent to you via Workspace 2
  • 5 October: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 8 October: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
  • 10 October: (Industry training) Fees-Free Report due to TEC by uploading to Workspace 2
  • 17 October: (Providers) October Fees-Free Report template and instructions sent to you via Workspace 2
  • 18 October: (Providers) Extract date for October Fees-Free Report
  • 24 October: (Providers) October Fees-Free Report due to TEC by uploading to Workspace 2

Dates for TEC:

  • 1 October: Publish MPTT Tools Grant and Brokerage report on Workspace 2
  • Board decisions on 2019 funding allocations made
  • Notify providers of adjustments from PBRF wash-up

November 2018

Dates for TEOs:

  • 5 November: (Industry training) November Fees-Free Report template and instructions sent to you via Workspace 2
  • 8 November: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 8 November: Final submission date for MPTT Tools Grant and Brokerage Report on Workspace 2
  • 12 November: (Industry training) November Fees-Free Report due to TEC by uploading to Workspace 2
  • 14 November: (Providers) November Fees-Free Report template and instructions sent to you via Workspace 2
  • 15 November: (Providers) Extract date for November Fees-Free Report
  • 21 November: (Providers) November Fees-Free Report due to TEC by uploading to Workspace 2

Dates for TEC:

  • 1 November: Publish MPTT Tools Grant and Brokerage report on Workspace 2
  • Send 2019 funding confirmation letters to ITOs
  • Upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2018

Dates for TEOs:

  • 5 December: (All TEOs) December fees-free return template and instructions sent to you via Workspace 2
  • 6 December: (Providers) Extract date for December fees-free return
  • 7 December: Final application submission time for monthly Employer-led Workplace Literacy and Numeracy Assessment Panel
  • 10 December: Final submission date for MPTT Tools Grant and Brokerage report on Workspace 2
  • 12 December: (All TEOs) December fees-free return due to TEC by uploading to Workspace 2
  • 17 December: (Providers) January fees-free return template and instructions sent to you via Workspace 2
  • 24 December: Submit Trades Academies final quantitative and qualitative reports for period 1 January to 14 December 2018

Dates for TEC:

  • 3 December: Publish MPTT Tools Grant and Brokerage report on Workspace 2

2017 (historical dates)

January 2017

Dates for TEOs:

  • 31 January: final submission date for 2016 Workspace 2 data returns (WS2) for: Adult Community Education (ACE), Refugee English Final Report for 2016, Intensive Literacy and Numeracy (ILN) – Final Report for 2016, Intensive Literacy and Numeracy ESOL (ILN ESOL) – Final Report for 2016, TEO-led Workplace Literacy and Numeracy (WLN) – Final Report for 2016
  • 31 January: final submission date for the 2016 December Single Data Return (SDR)
  • submit all end-of-year Actuals reports (including all Literacy funds, ACE in Schools, Gateway and Trades Academies).

Dates for TEC:

  • 4 January: start prior year funding recovery process
  • deliver Q2 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
  • publish educational performance indicators (EPI) timeline
  • start 2017 Investment Plan monitoring and engagement

February 2017

Dates for TEOs:

  • 3 February: CAPEs Request for Funding Applications due by 12:00 noon
  • 21 February: TEI Financial Monitoring Framework Review feedback due
  • 24 February: Gateway Unit Standard Results for 2016 due on Workspace 2
  • 28 February: TEIs receiving Equity Funding for students with disabilities must provide an annual report using the reporting template. The report needs to be submitted via Workspace 2 by 5pm
  • CEPs provide financial viability attestations.
  • TEIs provide to TEC three-year financial forecasts, indicative 2016 financial results and 2017 budget information

Dates for TEC:

  • analyse literacy funds, ACE and Gateway data.
  • recoveries advice sent to ITPs, universities and wānanga (February/March)
  • week of 13 February: provide 2016 recovery advice to all TEIs, PTEs, CEPs, schools
  • week of 8 February: upload 2016 Student Achievement Component (SAC) and Youth Guarantee (YG) EPIs on Analyse My Performance on Workspace 2 (updated if providers have any changes until May)

March 2017

Dates for TEOs:

  • 8 March: (TEIs) submit indicative enrolment information via Workspace 2
  • 10 March: submit Trades Academies progress report
  • 17 March: Request for Funding Applications for Entrepreneurial Universities due by 12:00 noon
  • 31 March: final submission date for 2016 Industry Training Register (ITR) data
  • 31 March: submit Centre of Research Excellence Annual Reports for: the Dodd-Walls Centre, Bio-Protection Research Centre, Quake CoRE, Riddet Institute, MacDiarmid Institute
  • submit (manually) Youth Guarantee Secondary-Tertiary Pilot progress report.
  • submit S321 reports

Dates for TEC:

  • All Grants Provider Allocations published on TEC website.
  • Priority Engineering Workspace 2 report due
  • provide input to NZQA for PTE EERs
  • publish Plan Guidance (March/April)
  • publish Single Data Return (SDR) volume data for previous year
  • recalculate PLF adjustments based on final funding for previous year
  • reopen Employer-led Workplace Literacy & Numeracy Fund for applications
  • review prior year literacy funds, Adult and Community Education (ACE) and Gateway data provided to TEOs
  • start 2017 Investment Plan engagement with ITOs and TEOs on one-year plans
  • start work on funding methodology development
  • upload Performance-Based Research Fund (PBRF) data on Research Degree Completions (RDC) to Workspace 2

April 2017

Dates for TEOs:

  • 28 April: submit April Single Data Return (SDR), including updates for inclusion in 2016 published educational performance indicators (EPIs).
  • 30 April: submit Centre of Research Excellence Annual Reports for the Maurice Wilkins Centre, Brain Research New Zealand, MedTech CoRE, Te Pūnaha Matatini and Ngā Pae o te Māramatanga.
  • (TEIs) submit Annual Reports

Dates for TEC:

  • 28 April: close the 2016 educational performance indicator (EPI) data.
  • deliver Q3 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation)
  • finalise Industry Training performance information for 2016 for publication and upload it to Workspace 2
  • send out final 2016 ITO recoveries advice
  • upload PLF simulation model to Workspace 2

May 2017

Dates for TEOs:

  • 31 May: last date to submit Performance Based Research Fund (PBRF) prior year external research income (ERI) declarations via Workspace 2
  • (TEIs) submit 10-year Capital Asset spending intentions and Capital Asset Management capability assessments.
  • (TEIs) submit annual audited financial results, updates to forecast financial information

Dates for TEC:

  • 15 May: Audit questionnaires issued to TEOs participating in the Performance Based Research Fund (PBRF) 2018 Quality Evaluation
  • complete previous year’s recovery of funding
  • engage with TEIs and PTEs where required regarding under-delivery and low-performing provision
  • Gazette Notice published
  • notify participating TEOs of the Audit Methodology for the Performance Based Research Fund (PBRF) Quality Evaluation (QE) 2018 process audit.
  • upload TEOs final updated performance against commitments information (SDR) to Workspace 2

Other key dates:

  • 25 May: Government Budget announcement.

June 2017

Dates for TEOs:

  • 13 June: Audit questionnaires due for TEOs participating in the PBRF 2018 Quality Evaluation
  • 14 June: ILN ESOL Actuals, first progress report due
  • 14 June: ILN – Refugee English Actuals, first progress report due
  • 14 June: Literacy and Numeracy (ILN) Actuals, first progress report due
  • 14 June: submit Literacy and Numeracy fund's progress reports
  • 14 June: submit Trades Academies progress report
  • 14 June: Workplace Literacy and Numeracy (WLN) Actuals, first progress report due
  • (ITOs) submit 2016 financial results and 2017 – 2018 forecasts
  • Confirm Research degree completions (RDC) by end of June
  • Performance Based Research Fund (PBRF) Quality Evaluation (QE) 2018 process audit starts.

Dates for TEC:

  • publish April Single Data Return (SDR) interim volume data
  • publish TEC Statement of Performance Expectation.
  • release 2016 educational performance indicator (EPI) data on TEC website
  • upload initial performance-linked funding (PLF) calculations to Workspace 2

Other key dates:

  • Annual Maximum Fee Movement (AMFM).
  • OECD’s Programme for the International Assessment of Adult Competencies (PIACC) released

July 2017

Dates for TEOs:

  • 28 July: Gateway Actuals, first enrolments report due
  • 31 July: ITOs submit Investment Plans
  • 31 July: submit ACE in Schools MoPs
  • (PTEs not exempt from Investment Plans) ─ submit Investment Plans via Workspace 2
  • apply to the Ministry of Education (via TEC) for an ESL login to access the Performance Based Research Fund (PBRF) QE 2018 IT system
  • apply to the TEC for FTP credentials required to upload EPs and NROs
  • submit (manually) Youth Guarantee Secondary-Tertiary Pilot progress report
  • submit Trades Academies progress report

Dates for TEC:

  • carry out six month analysis of Employer-led Workplace Literacy & Numeracy Fund
  • input to NZQA PTE EERs scheduled between September-December
  • notify participating TEOs that the PBRF QE 2018 IT system is available for uploading Evidence Portfolios(EPs) and Nominated Research Outputs (NROs)
  • notify providers of adjustments from PBRF wash-up
  • notify TEOs of PLF adjustments to December payments via Workspace 2
  • upload PBRF data on RDC to Workspace 2

August 2017

Dates for TEOs:

  • 14 August: Adult Literacy Educator Grants, second progress report due
  • 21 August: final submission date for August SDR
  • (higher risk TEIs) - provide financial update to TEC
  • By 31 August: (TEIs on 1 year plans who need a new plan for 2018) and industry training organisations submit Investment Plans via Workspace 2
  • By 31 August: (TEOs) submit updated MoP template with new rates
  • By 7 August submit Priority Engineering report via Workspace 2
  • Gateway applications for new schools close
  • submit Adult Literacy Educator Grant (ALEG) report via Workspace 2
  • submit ICT Graduate Schools progress reports
  • submit Medical Intern numbers (Otago and Auckland)

Dates for TEC:

  • 8 - 9 August: National Literacy and Numeracy Symposium

September 2017

Dates for TEOs:

  • 14 September: applications for Māori and Pasifika Trades Training (MPTT) funding for 2018 close
  • 28 September: applications for 2018 DualPathways Pilot funding close

Dates for TEC:

  • 12 - 14 September: ITENZ Conference
  • analyse August SDR (payments reduced or withheld for future months where necessary)
  • publish 2016 educational performance indicators (EPIs) using current and new methodology
  • start TEI and industry training organisation Investment Plan assessment for those TEIs on 1-year plans
  • undertake indicative 2017 PBRF funding calculations

October 2017

Dates for TEOs:

  • 13 October: ILN ESOL Actuals, second progress report due
  • 13 October: ILN – Refugee English Actuals, first progress report due
  • 13 October: Intensive Literacy and Numeracy (ILN) Actuals, second progress report due
  • 13 October: Workplace Literacy and Numeracy (WLN) Actuals, first progress report due
  • By 06 October - applications for an exception to the Annual Maximum Fee Movement (AMFM) policy due. This application process applies only to courses that start between 1 January 2018 and 31 December 2018.

Dates for TEC:

  • Board decisions on 2018 funding allocations made
  • deliver Q1 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
  • Indicative 2018 PBRF funding calculations made
  • PLF threshold scores published (for forthcoming year)
  • publish August SDR interim volume data
  • publish Tertiary Education Performance Report (Oct/Nov)

November 2017

Dates for TEOs:

  • 16 November: Sector Reference Group Investment Approach meeting
  • 21 November: submit Priority Engineering report via Workspace 2
  • PBRF QE 2018 process audit ends

Dates for TEC:

  • 23 November: TEC Annual Report (2016/17) published
  • notify TEOs of final funding decisions via funding approval letters (November/December)
  • notify TEOs of final performance-linked funding decisions
  • provide MACs with indicative allocations for 2017
  • publish performance-linked funding threshold scores for next year (Nov/Dec)
  • request the indicative number of EPs to be submitted to each panel for the PBRF 2018 Quality Evaluation
  • send funding confirmation letters to ITOs
  • upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2017

Dates for TEOs:

  • 15 December: submit Youth Guarantee Secondary-Tertiary progress report
  • 20 December: Gateway Actuals, second enrolments report due
  • 22 December: submit Trades Academies progress report

Dates for TEC:

  • make performance-linked funding adjustments (based on previous year’s performance)
  • publish call for second batch of panellists for the PBRF 2018 Quality Evaluation
  • publish updated All Grants Provider Funding information

2016 (historical dates)

January 2016

Dates for TEOs:

  • 22 January: submit December 2015 priority engineering reports
  • 29 January: submit December Single Data Return (SDR)
  • submit 2016 Industry Training Register (ITR) data
  • submit all end-of-year manual reports (including all Literacy funds Adult and Community Education (ACE) in Schools, Gateway, and Trades Academies)

Dates for TEC:

  • deliver Q2 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
  • publish educational performance indicators (EPI) timeline
  • start 2016 Investment Plan monitoring and engagement
  • start prior year funding recoveries

February 2016

Dates for TEOs:

  • (CEPs) provide financial viability attestations.
  • (TEIs) provide three year financial forecasts to the TEC and indicative 2015 financial results and 2016 budget information

Dates for TEC:

  • analyse literacy funds, ACE and Gateway data
  • Investment Approach Sector Reference Group meeting.
  • upload 2015 Student Achievement Component (SAC) and Youth Guarantee (YG) EPIs on Analyse My Performance on Workspace 2 (updated fortnightly until June)
  • upload recoveries advice sent to ITPs, Universities, and Wānanga (February/March)
  • upload recoveries advice to Workspace 2: all PTEs, CEPs, schools and wānanga

March 2016

Dates for TEOs:

  • (TEIs) submit indicative enrolment information via Workspace 2
  • submit (manually) YG Secondary-Tertiary Pilot progress report
  • submit ACE in communities and S321 reports
  • submit Adult Literacy Educator Grants via Workspace 2.
  • submit ITOs audited 2015 year-end financial results and budget 2016 information
  • submit ITR data for 2015 - closes 31 March
  • submit Trades Academies progress report

Dates for TEC:

  • provide input to NZQA for PTE EERs
  • publish SDR volume data for previous year
  • publish Supplementary Plan Guidance (March/April)
  • recalculate PLF adjustments based on final funding for previous year
  • reopen Employer-led Workplace Literacy & Numeracy Fund for applications.
  • review prior year literacy funds, ACE and Gateway data provided to TEOs
  • start 2017 Investment Plan engagement with TEOs
  • start work on Funding methodology development
  • upload Performance-Based Research Fund (PBRF) data on Research Degree Completions (RDC) to Workspace 2

April 2016

Dates for TEOs:

  • submit April SDR (29th)
  • submit Centres of Research Excellence (CoREs) annual reports (March/April).
  • submit TEI Annual Reports
  • submit updates for inclusion in 2015 published EPIs (29th)

Dates for TEC:

  • deliver Q3 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation)
  • finalise Industry Training performance information for 2015 for publication and upload it to Workspace 2
  • make SAC Levels 1 and 2 Competitive application information available.
  • send out final 2015 ITO recoveries advice
  • take ITR snapshot (1 April)
  • update All Grants Provider Allocations published on TEC website
  • upload PLF simulation model to Workspace 2

May 2016

Dates for TEOs:

  • submit PBRF prior year external research income (ERI) declarations via Workspace 2
  • submit TEIs’ annual audited financial results, updates to forecast financial information and report 10-year Capital Asset spending intentions.

Dates for TEC:

  • complete previous year’s recovery of funding
  • engage with PTEs where required regarding under-delivery and low-performing provision
  • Investment Approach Sector Reference Group meeting.
  • upload TEOs final updated performance against commitments information (SDR) to Workspace 2

Other key dates:

  • Government Budget announcement.

June 2016

Dates for TEOs:

  • (ITOs) submit forecast 2017 budget and updated 2016 budget.
  • submit Literacy and Numeracy fund progress reports
  • submit university draft Investment Plans

Dates for TEC:

  • make Mix of Provision (MoP) templates available through Workspace 2
  • publish April SDR interim volume data
  • publish Supplementary Plan Guidance (if required) to reflect any policy or Budget changes.
  • publish TEC Statement of Performance Expectation published
  • release 2015 EPI data on TEC website
  • send indicative allocation letters to TEOs (For PTEs: June/July)
  • start PBRF prior year wash-up
  • upload initial PLF calculations to Workspace 2

Other key dates:

  • Annual Maximum Fee Movement (AMFM)
  • Gazette Notice published (TBC)
  • mid-year SDR Roadshow.
  • OECD’s Programme for the International Assessment of Adult Competencies (PIACC) released

July 2016

Dates for TEOs:

  • (PTEs not exempt from Investment Plans) ─ submit Investment Plans via Workspace 2
  • submit (manually) YG Secondary-Tertiary Pilot progress report.
  • submit ACE in Schools MoPs by 31 July
  • submit Gateway progress reports via Workspace 2
  • submit Trades Academies progress report

Dates for TEC:

  • carry out six month analysis of Employer-led Workplace Literacy & Numeracy Fund.
  • input to NZQA PTE EERs scheduled between September-December
  • notify TEOs of PLF adjustments to December payments via Workspace 2
  • upload PBRF data on RDC to Workspace 2

August 2016

Dates for TEOs:

  • (higher risk TEIs) - provide financial update to TEC
  • (TEIs) submit indicative enrolment information via Workspace 2
  • (TEIs) submit Investment Plans via Workspace 2 by 31 August
  • (TEOs) submit updated MoP by 31 August
  • Gateway applications for new schools close
  • release Gateway initial allocation letters(TBC)
  • submit Adult Literacy Educator Grant (ALEG) report via Workspace 2
  • submit August SDR
  • submit ICT Graduate Schools progress reports
  • submit Medical Intern numbers submitted (Otago and Auckland).
  • submit Priority Engineering report via Workspace 2

Dates for TEC:

  • Investment Approach Sector Reference Group meeting
  • National Literacy and Numeracy Symposium (8-9 Aug).
  • publish 2015 EPIs using current and new methodology
  • upload PBRF RDC data to Workspace 2

September 2016

Dates for TEC:

  • analyse August SDR (payments reduced or withheld for future months where necessary).
  • start TEI Investment Plan assessment
  • undertake indicative 2017 PBRF funding calculations

October 2016

Dates for TEOs:

  • submit Literacy and Numeracy fund progress reports
  • TEC Roadshow.

Dates for TEC:

  • deliver Q1 report to Minister (on progress made against Statement of Intent and Statement of Performance Expectation).
  • publish August SDR interim volume data
  • publish Tertiary Education Performance Report (Oct/Nov)

November 2016

Dates for TEOs:

  • Sector Reference Group Investment Approach meeting – 16 November.

Dates for TEC:

  • notify TEOs of final funding decisions via funding approval letters (November/December)
  • notify TEOs of final performance-linked funding decisions
  • provide MACs with indicative allocations for 2017
  • publish performance-linked funding threshold scores for next year (Nov/Dec)
  • send funding confirmation letters to ITOs on 2-year plans
  • TEC Annual Report (2015/16) published – 23 November.
  • upload Performance-Based Research Fund (PBRF) data on RDC to Workspace 2 for 2017 allocations

December 2016

Dates for TEOs:

  • submit Gateway reports – by 20 December.
  • submit Youth Guarantee Secondary-Tertiary progress report – by 15 December

Dates for TEC:

  • make performance-linked funding adjustments (based on previous year’s performance).
  • publish updated All Grants Provider Funding information