Guidelines and forms
This page contains links to documentation for providers in the tertiary sector.
If you need resources for schools go to the Forms and documents for schools page.
Forms and templates
| Annual fees |
Annual Registration Fee Return Form (AF01) (DOCX, 91KB) |
| 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) |
| Consistency review |
Self-assessment Report - Consistency review (DOCX, 76KB) |
| Degree monitoring |
Annual Degree Monitoring Report template (DOCX, 1.1MB)
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NZQA-Teaching Council monitoring report template (DOCX, 203KB)
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| Delivery sites |
New Site Application form for EER Category 3 or 4 Providers (DOCX, 77KB) |
| Permanent Delivery Site Form for EER Category 1 or 2 Providers (DOCX, 181KB) |
| 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, 237KB) |
| Change of Ownership of a Registered Private Training Establishment - application form (DOCX, 58KB) |
| PTE Registration (DOC, 237KB) |
| Qualification - template |
Qualification template (DOC, 233KB) |
| Qualification - approval to develop |
Application for Approval to Develop a Qualification at Levels 1-6 (DOC, 90KB) |
| Involvement in Pre-Development Stage Stakeholder Attestation (DOC, 72KB) |
| Qualification - approval to list |
Application for Approval of a Qualification at Levels 1-6 (DOC, 73KB) |
| Involvement in Qualification Development Stakeholder Attestation (DOC, 41KB) |
| Qualification - review |
Qualification review report (DOC, 96KB) |
| Stakeholder attestation report (DOCX, 48KB) |
| Application form - to list a qualification (DOC, 86KB) |
| Qualification change report (DOCX, 70KB) |
| Statutory declarations |
Statutory Declaration as a fit and proper person and of conflicts of interest (DOCX, 845KB) |
| Student fee protection |
Trustee Quarterly Attestation (DOCX, 19KB) |
| Trustee Quarterly Attestation (PDF, 65KB) |
| PTE Quarterly Attestation (DOCX, 16KB) |
| PTE Quarterly Attestation (PDF, 63KB) |
| Student Fee Protection Notification (DOCX, 95KB) |
| Static Trust Deed (PDF, 329KB) |
| Static Trust Deed with Security Arrangement (PDF, 347KB) |
| Standard Trust Deed for Chartered Accountant and Solicitor Trustees (PDF, 360KB) |
| Standard Trust Deed with Security Arrangement (PDF, 388KB) |
| SFP Exemption Notification form (DOCX, 72KB) |
| Student Acknowledgement Form (DOCX, 28KB) |
Guidelines
| Aromatawai and the Principles of Assessment |
Aromatawai and the Principles of Assessment publication (PDF, 5.3MB) |
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| Assessment standards and CMRs |
Guidelines for listing assessment standards and consent and moderation requirements on the Directory of Assessment Standards (PDF, 412KB) |
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| Code of Practice |
Code of Practice - Critical incident contact list (PDF, 145KB) |
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| Code of Practice - Critical incident response plan (DOCX, 56KB) |
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| Code of Practice - Critical incident response plan diagram (PDF, 138KB) |
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| Consent to assess |
Guidelines for applying for consent to assess standards listed on the Directory of Assessment Standards (PDF, 329KB) |
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| Consistency of graduate outcomes |
Assuring national consistency of graduate outcomes for qualifications at levels 1 to 6 listed on the New Zealand Qualifications Framework |
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| Degrees |
Guidelines for approving and maintaining degrees and related qualifications
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Guidelines for degree panels (PDF, 679KB)
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| Evaluation indicators |
Tertiary Evaluation Indicators (TEIs) (PDF, 1.1MB) |
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| Evaluation Indicators for Industry Training Organisations (PDF, 64KB) |
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| Learning outcomes |
Writing Component learning outcomes (PDF, 213KB) |
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| Micro-Credentials |
Draft Guidelines for Micro-credential listing, approval and accreditation (PDF, 580KB) |
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| Offshore delivery |
Guidelines to the Offshore Delivery Programme Rules |
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| Online delivery |
Distance online delivery (PDF, 248KB) |
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| Programme approval |
NZQA Guidelines for programme approval and provider accreditation at levels 1-6 on the NZQF (PDF, 806KB) |
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| Guidelines for programme approval and accreditation of level 7 diploma programmes for tertiary education organisations other than universities (PDF, 438KB) |
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| Programme monitoring |
Guidelines for the monitoring of programmes leading to diplomas, degrees and related qualifications at levels 7 to 10 (PDF, 583KB) |
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| Private training establishments |
Guidelines for applying for registration as a private training establishment |
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| Guidelines for maintaining registration as a private training establishment |
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| External Quality Assurance of English Foreign Language Provision in Private Training Establishments (PDF, 76KB) |
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| Qualifications |
Guidelines for approval of New Zealand qualifications at levels 1-6 for listing on the New Zealand Qualifications Framework (PDF, 439KB) |
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| Policy for reviews of qualifications at levels 1-6 on the New Zealand Qualifications Framework (PDF, 98KB) |
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| Recognition of prior learning |
Guidelines for the recognition and award of learning for credit |
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| Work-based Training |
Work-based Training (PDF, 150KB) |
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Other documents
Guidelines for the transition of TITO programmes to PTEs
The transfer of functions from Transitional Industry Training Organisations (TITOs) is planned to be completed by the end of 2022. Standard setting and moderation functions were transferred to WDCs in October 2021.
Arrangements for the transfer of arranging training and oversight of apprentices and trainees is progressing as transition plan are agreed with the TEC Board. While it is expected most work-based training will be transferred to Te Pūkenga, some PTEs will also be considered, alongside other providers, to take on responsibility for apprentices and trainees.
The purpose of these guidelines is to provide information to PTEs and TITOs on the NZQA approval process and requirements for the transition of TITO programmes to PTEs.
Guidelines for the transition of TITO programmes to PTEs (PDF, 300KB)
These guidelines should be read alongside TEC advice on the transition of TITO programmes to PTEs.
Go to the TEC website