Guidelines and forms

This page contains links to documentation for providers in the tertiary sector.

Forms and templates

Annual fees Annual Registration Fee Return Form (AF01) (DOCX, 848KB)
Credit Value Worksheet (AF02) (XLS, 29KB)
Learning Hours Worksheet (AF03) (XLS, 29KB)
Annual return PTE Annual Return Statutory Declaration (PDF, 148KB)
TEI Annual Return Statutory Declaration (PDF, 123KB) 
Assessment standards Application form for listing new and reviewed assessment standards on the Directory of Assessment Standards (DOCX, 60KB)
Checklist for the evaluation of unit standards (DOCX, 1.1MB)
Assessment standard template (DOCX, 23KB)
Assessment standard change report - template (DOC, 54KB)
Code of Practice Code of Practice - application form to become a signatory (DOCX, 146KB)
Consent and Moderation Requirements Consent and Moderation Requirements template (DOC, 45KB)
New sites New Site Attestation form (DOCX, 76KB)
Programme approval  Application form for approval of industry training programmes (DOC, 90KB)
NCEA Vocational Pathways application form (DOC, 899KB)
Private training establishments Application form for registration as a Private Training Establishment (DOC, 225KB)
Change of Ownership of a Registered Private Training Establishment - application form (DOCX, 56KB)
PTE Registration (DOC, 225KB)
Statutory declarations Statutory Declaration as a fit and proper person and of conflicts of interest (DOCX, 844KB)
Student fee protection  Trustee Quarterly Attestation (DOCX, 15KB)
Trustee Quarterly Attestation (PDF, 47KB)
PTE Quarterly Attestation (DOC, 37KB)
PTE Quarterly Attestation (PDF, 36KB)
Student Fee Protection Notification (DOCX, 95KB)
Bank bond trust deed (PDF, 266KB)
Static Trust Deed (PDF, 255KB)
Standard Trust Deed for Chartered Accountant and Solicitor Trustees (PDF, 279KB)
Training schemes Application for approval of a Training Scheme (DOC, 92KB)

Guidelines

Assessment standards and CMRs Guidelines for listing assessment standards and consent and moderation requirements on the Directory of Assessment Standards (PDF, 410KB)  
Code of Practice  Code of Practice - Critical incident contact list (PDF, 99KB)  
Code of Practice - Critical incident response plan (PDF, 266KB)  
Code of Practice - Critical incident response plan diagram (PDF, 208KB)  
Consent to assess Guidelines for applying for consent to assess standards listed on the Directory of Assessment Standards (PDF, 330KB)  
Degrees Guidelines for approving and maintaining degrees and related qualifications  
Evaluation indicators Tertiary Evaluation Indicators (TEIs) (PDF, 1.1MB)  
Evaluation Indicators for Industry Training Organisations (PDF, 64KB)  
Learning outcomes Writing learning outcomes (PDF, 197KB)  
Offshore delivery Guidelines to the Offshore Delivery Programme Rules  
Online delivery Distance online delivery (PDF, 322KB)  
Programme approval  Guidelines for applying for approval of programmes leading to New Zealand qualifications at Levels 1-6 on the NZQF and the accreditation of organisations to provide approved programmes  
Guidelines for programme approval and accreditation of level 7 diploma programmes for tertiary education organisations other than universities (PDF, 438KB)  
Programme monitoring Guidelines for the monitoring of programmes leading to diplomas, degrees and related qualifications at levels 7 to 10 (PDF, 311KB)  
Private training establishments Guidelines for applying for registration as a private training establishment  
Guidelines for maintaining registration as a private training establishment  
External Quality Assurance of English Foreign Language Provision in Private Training Establishments (PDF, 76KB)  
Qualifications  Guidelines for approval of New Zealand qualifications at levels 1-6  for listing on the New Zealand Qualifications Framework (PDF, 439KB)  
Guidelines for review of New Zealand qualifications at levels 1-6 on the NZQF  
Recognition of prior learning Guidelines for the recognition and award of learning for credit  
Training schemes and micro-credentials Guidelines for applying for approval of a training scheme or micro-credential  

Other documents

Academic fraud Effective practice guide in preventing and detecting academic fraud (PDF, 99KB)
Effective practice guide in preventing and detecting academic fraud - key messages (PDF, 21KB)
Background checks Background checks on staff teaching adult students (PDF, 285KB)
External evaluation and review Rubric descriptors (PDF, 51KB)
External evaluation and review: The first year (PDF, 193KB)
External evaluation and review: Two years on (PDF, 728KB)
External evaluation and review: Pasifika PTEs (PDF, 254KB)
Self-assessment Using Evaluation to Strengthen Organisational Self-Assessment
Using Evaluation to Strengthen Organisational Self-assessment – a supplement for Industry Training Organisations

 

 
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