Plan Guidance
Mahere Tohu
This section includes the guidelines you need for developing and submitting your Investment Plan (Plan). If you’re new to Tertiary Education Commission (TEC) funding or your Plan is expiring and you are seeking more than $3 million in funding for 2022, you will need to submit a new Plan.
This section includes the guidelines you need for developing and submitting your Investment Plan (Plan). If you’re new to Tertiary Education Commission (TEC) funding or your Plan is expiring and you are seeking more than $3 million in funding for 2022, you will need to submit a new Plan.
Our Plan Guidance provides an outline of what needs to be included in your Plan and how we will be assessing it.
Plan Guidance for investment from 2022 (PDF, 1.2 Mb)
We released Supplementary Plan Guidance in June to provide further guidance on how to approach tertiary education related Budget announcement(s).
We may also release additional guidance when information regarding the Plan round needs to be communicated at a system level.
Supplementary Plan Guidance for investment from 2022 (PDF, 751 Kb)
Other useful information:
- Investment toolkit – updated in March 2021
- Changing your plan
- Our current funds
- Micro-credentials
Guidance and tools
The Plan guidance, Supplementary Plan guidance and the Investment toolkit should be read alongside each other when you are developing your Plan. They can also inform your discussions with your Relationship Manager or Advisor.
Timeline for Investment from 2022
The final timeline for the Plan process was included in the Gazette notice published in February 2021.
| Activity | Timing |
| TEC releases Plan Guidance | December 2020 |
| TEC updates Investment Toolkit material and Plan engagement begins | By March 2021 |
| TEC publishes notices in the New Zealand Gazette setting out requirements for Plan content, timetable, assessment, and Plan summaries (this notice) | By March 2021 |
| TEOs submit Summary of Plan Shifts (TEOs receiving more than $5m) |
By April 2021 |
| Government announces Budget | May 2021 |
| TEC releases Supplementary Plan Guidance to reflect any policy or Budget changes (as required) | June 2021 |
| TEC provides indicative allocations, and releases MoP and EPIC templates | By 1 June 2021 |
| TEOs submit proposed Plans, including MoP, EPIC, Learner Success and Additional Funding templates | 9 July 2021 |
| TEC reviews proposed Plans and has further discussion with TEOs as needed | July - October 2021 |
| TEOs notified of decisions via Plan funding approval letter | From late October 2021 |
| First payments made against Plans; Plan delivery begins | January 2022 |
Previous plan guidance
Plan Guidance in December 2019 (PDF, 1.5 Mb)
Supplementary Plan Guidance June 2020 (PDF, 1.2 Mb)
Note: The Plan Guidance editions for earlier years have been archived. If you need to access these, please email customerservice@tec.govt.nz.
If your organisation is not currently approved to receive On-Plan funding from us and you want to apply for funding, you need to complete the New Provider* Application Form (Word, 401 Kb), attaching the necessary supplementary information. * A provider is considered “new” when they do not currently receive On-Plan TEC funding or have not received any On-Plan funding from TEC in the past 12 months, even if they receive other types of TEC funding.How to apply for TEC funding if you're not currently funded