Plan Guidance

Mahere Tohu

Last updated 26 March 2021
Last updated 26 March 2021

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 will release Supplementary Plan Guidance in late May/early June to include guidance on how to approach tertiary education related Budget announcement(s). We may also do this when additional information regarding the Plan round needs to be communicated at a system level.

Supplementary Plan Guidance – this will be accessible when it is released in 2021.

Other useful information:

Guidance and tools

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.

Indicative Timeline for Investment from 2022

The final timeline for the Plan process will be included in the Gazette notice in February/March 2021. The table below is an indicative timeline to guide your planning until then.

Activity Indicative timing
TEC releases Plan Guidance (this document) December 2020
TEC notifies TEOs’ Plan Status December 2020
TEC and TEOs engage (where applicable) over Plan development Begins Feb 2021
TEC releases Gazette Notice By March 2021
TEC updates Investment Toolkit material By March 2021
Government announces Budget May 2021
TEC releases Supplementary Plan Guidance May/June 2021 or as required
TEC provides indicative allocations and releases Mix of Provision (MoP) and EPI Commitment (EPIC) templates By 1st June 2021
TEOs submit Plans and/or MoP and EPIC templates, additional funding requests, and any other TEO-specific documentation as advised. June & July 2021
TEC assesses proposed Plans and has further discussion with TEOs as needed July - September 2021
TEC makes funding decisions October – November 2021
TEOs notified of decisions From October 2021
TEC makes first payments 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Note: The Plan Guidance editions for earlier years have been archived.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

How to apply for TEC funding if you're not currently funded

If your organisation is not currently approved to receive funding from us and you want to apply for funding, you need to: