After completing an organisational self-review, TEOs will need to complete and submit a summary report of this review using a standard template through the NZQA provider portal.
Log into the provider portal (external link)
What is the self-review summary report?
This self-review summary report briefly summarises the high-level findings of your organisational self-review, including your review of learner wellbeing and safety practices required by the Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021 (the Code).
The NZQA Rules that apply are the:
On this page
What is in each section of the self-review summary report
The self-review summary report includes 4 sections.
1. Context and self-review summary findings
This section shows details held by NZQA about a TEO’s quality assurance activities.
It includes a section for TEOs to confirm the previous full year and current year-to-date (YTD) equivalent full-time students (EFTS), successfully completed EFTS and total student numbers.
This section also summarises findings from a TEO’s organisational self-review in the areas of:
- teaching and learning
- assessment
- learner wellbeing and safety.
The focus is on what the organisation has done in the previous year, with comments on successes and challenges.
2. Area of interest to NZQA
This section focuses on a thematic question and asks TEOs to provide a summary of opportunities, activities and outcomes on the specific topic.
Gathering information on areas of interest will help NZQA to understand and anticipate areas of risk as well as strengths across the tertiary education system.
3. Quality improvement plan
These improvement actions come from a TEO’s own annual improvement plan and highlight key priorities planned for the upcoming year to improve:
- the quality of education/training
- the effectiveness of your quality assurance systems and practices
- outcomes for learners
4. Compliance attestation
TEOs will attest that they currently comply with the:
- Education and Training Act 2020 (the Act)
- NZQA rules pursuant to the Act
- the Code.
TEOs will also provide the URL link to a summary Code self-review report published on your website.
Reviewing and discussing the report
NZQA will review the submitted self-review summary report and schedule a discussion with appropriate leaders of the TEO. The discussion will focus on what the TEO has included in the self-review summary report.
It will cover:
- significant changes identified and their impact on the organisation
- improvements, challenges and opportunities in the areas of teaching and learning, assessment, learner wellbeing and safety
- the thematic review (the organisation's planning and actions)
- if a TEO’s quality improvement plan is sufficient given the data and information NZQA holds.
The evaluators will also consider any other information and available performance data held by NZQA and other agencies (e.g. TEC, Ministry of Education, Immigration NZ) relevant to the discussion.
Filling out the 2026 TEO self-review summary report template
Below are the sections and questions of the TEO self-review summary report template that TEOs will need to respond to.
This is intended as a reference only.
TEO’s will complete the summary report template online through the provider portal.
NZQA will not accept PDF or Word versions of this form.
Section One: TEO context
Parts of this section will be pre-populated information pulled from NZQA’s database. TEOs will check the information on their TEO profile and update before submitting the summary report.
EFTS
TEOs will provide information on equivalent full-time student (EFTS) enrolment using EFTS data from student management systems or calculate EFTS for courses with credit values using the worksheet linked below.
Include international students, unfunded domestic students and funded students when you calculate EFTS.
Completed EFTS means students who have successfully completed their programme of study.
Information for the previous full year of delivery should be for the period January to December.
How to calculate Equivalent Full-Time Student (EFTS)
TEOs can use either the EFTS data gained from their Student Management System (SMS) or use this worsheet to calculate the EFTS per course or programme delivered each year.
EFTS calculation worksheet [XLSX, 30 KB]
Improvement activities
Summarise what the TEO did in the previous year to improve:
- teaching and learning
- assessment
- learner wellbeing and safety
Highlight your successes and the challenges relating to what you did.
Section 2: Thematic review
The theme for 2026 is: The use of generative AI in delivery and assessment.
Please provide a brief summary of the TEO’s planning and activities in relation to this theme.
Use of generative AI in delivery and assessment:
- What opportunities did you identify?
- What activities did you undertake?
- What were the outcomes of these activities?
- Any other comments on the theme.
Section Three: Quality Improvement Plan
Drawing from the TEO’s Quality Improvement Plan, identify the most important priorities the TEO will address in the upcoming year.
Also provide the TEO’s improvement plan for the upcoming year if available.
Each TEO will need to share at least 3 priority actions.
Section Four: Attestation
Each TEO will attest that they comply with and have satisfied responsibilities of:
- the Education and Training Act 2020
- NZQA Rules
- the Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021.
Each TEO will also provide a link to their published Code self-review summary.