After completing an organisational self-review, TEOs need to complete and submit a summary report of this review using a standard template in the MyNZQA provider portal.
Log into the provider portal (external link) (external link) (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
Video transcript
Kia ora.
The purpose of this video is to show you how to log into the NZQA Provider Portal to access, complete, and submit your TEO Self-Review Summary Report.
Before you begin, it is helpful to know that TEOs can only access the TEO Self-Review Summary Report template on the Provider Portal 10 weeks before their organisation’s submission date. TEOs are notified by email when the organisation is able to access the portal.
You will need to be classified as a TEO Management Representative against your Education Sector Login (ESL) to log into the TEO portal.
TEOs submit their Self-Review Summary Report through the NZQA TEO Portal, also known as MyNZQA.
You can access the TEO Provider Portal from the NZQA website by selecting the green Login button in the top-right corner of the screen. On the Login into NZQA page, select the Provider Login button under the Manage Your Organisation Online tile.
If you need to request access, click the Request Access button under the same tile. You can also contact your organisation’s ESL Delegated Authoriser. If you are unsure who your Delegated Authoriser is, contact the Ministry of Education’s Education Service Desk at service.desk@education.govt.nz.
Once logged in, you will be taken to the MyNZQA homepage. On the left-hand side of the page, open the Administration menu and select TEO Self-Review.
You will be taken to the My Applications page, where you will see your active TEO Self-Review Summary Report template available for completion. Select the line that shows Draft in the Status column. This will take you to the About This Form page.
Please note that if you are accessing the portal more than 10 weeks before your submission date, the template will not yet be available.
About this form
This page contains important information about the form and the information you will be asked to provide to NZQA. There is also a link to the NZQA website if you require further information about TEO self-review.
When you are ready to begin, select Continue My Application.
TEO profile and TEO details
Your organisation’s name and Ministry of Education number will appear in the header at the top-right corner of the page.
On the right-hand side, you can track your progress through the form.
You will be asked to provide the submitter’s first name, last name, and email address. It is important that the correct contact details are entered, as the submitter’s email address will be used for all communications relating to the TEO Self-Review Summary Report.
Keep the following points in mind while completing the form:
- Pages must be completed in chronological order.
- You can return to previously saved pages, but you cannot move forward until the current page is complete.
- Every field must be completed.
- If a field is not relevant, enter 'N/A'.
- Save your progress regularly.
When you are ready, select Next Page.
TEO information
The Activity Summary section is automatically populated with information NZQA holds about your organisation from the previous 14 months.
You will also be asked to describe any significant changes that have affected your organisation over the past calendar year. Examples may include:
- New delivery sites
- New delivery methods
- Changes to senior leadership structures
If there have been no significant changes, enter “None” in the relevant field.
When completed, select Next Page.
Equivalent Full-Time Students (EFTS)
NZQA requires information about international and domestic student enrolments, including both funded and unfunded students. These figures are reported as Equivalent Full-Time Students (EFTS).
If you are unsure how to calculate EFTS, select Download the Worksheet. This worksheet converts student numbers from credit-bearing courses into EFTS values.
If you require additional guidance, click the question mark icon next to Total Completed EFTS for further information.
You can obtain EFTS data from your student management system or calculate it manually using the worksheet. If you use the worksheet, the information must be entered manually into the portal.
If there are no students in a particular category, enter 0.
Remember that all fields must be completed before you can proceed.
Select Next Page when finished.
Initiatives
On the Initiatives page, you will be asked to describe key initiatives undertaken during the previous 12 months to improve:
- Teaching and learning
- Assessment
- Learner wellbeing and safety
You should describe both successes and challenges associated with these initiatives.
For the Key Initiative Topic field, use the drop-down menu to select the appropriate category. Under What Did You Do?, you must provide at least one initiative for each of the three categories.
In the fields provided, describe your successes and challenges. Each large text field has a maximum limit of 2,000 characters.
NZQA is seeking a high-level summary of your initiatives. There will be an opportunity to discuss these in greater detail during your annual discussion with your TEO Self-Review Evaluator.
If needed, select Add Initiative to add more information.
Remember to save your work before selecting Next Page.
Thematic question
For the July 2026 to July 2027 review period, the thematic question is:
Use of Generative AI in Delivery and Assessment
You will be asked to provide information about:
- Opportunities identified relating to generative AI
- Activities undertaken involving generative AI
- Outcomes resulting from those activities
- Any additional comments on the theme
There are four text boxes to complete, each with a maximum limit of 2,000 characters.
If your organisation does not use generative AI, note this in each relevant field.
Save your progress and select Next Page.
Quality improvement plan
On this page, you will be asked to provide between three and ten priority actions from your Quality Improvement Plan.
These actions should be priorities identified through your organisation’s self-review process and planned for the coming year.
You may upload your Quality Improvement Plan by selecting a file or dragging and dropping it into the upload area. Uploads are limited to:
- A maximum of two documents
- A maximum total file size of 5 MB
Please allow time for files to upload completely.
For each priority action, you should describe:
- The opportunity or problem identified
- The action being taken
- The proposed completion date
- The expected outcomes
- How success will be measured
If you need to add more than three priority actions, use the Add New Priority Action button.
Save your progress before selecting Next Page.
Attestation
On this page, you will confirm whether your organisation complies with:
- The Education and Training Act 2020
- Relevant NZQA Rules
- The Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021
Select Yes or No using the radio buttons. If you select No, you can use the comment fields to explain your response.
You will also be asked to confirm that your organisation has:
- Completed a self-review against the Code
- Published a summary of the self-review
- Made the summary publicly available, including on your website
- Published annual complaints and critical incidents data
You must provide the URL to your published Code self-review. This URL will be checked by the NZQA Self-Review Evaluator.
If no URL is provided, the response will automatically default to No, and your evaluator will contact you to discuss this.
Save your work and select Next Page.
Review and send
Before submitting your report, review all information and confirm that:
- The information provided is complete and accurate
- NZQA is authorised to use the information for quality assurance purposes
You can save a PDF copy of your submission for your records.
Once the self-review has been submitted, you will no longer be able to access the document to make changes. It is therefore important to carefully review all information before selecting Submit.
The following sections will be summarised for final review:
- TEO Information
- Equivalent Full-Time Students (EFTS)
- Initiatives
- Thematic Review
- Quality Improvement Plan
If you are satisfied with the information provided, complete the confirmation attestation at the bottom of the page and select Submit Your Application.
If you later need to amend your submission, you will need to discuss this with your allocated TEO Self-Review Evaluator when they contact you.
Next steps
Once your submission is received by NZQA, your TEO Self-Review Evaluator will review it. They may contact you within five working days if additional information is required.
Watch: Guide to completing the self-review summary report (12:51 mins)
This video shows you how to lodge your organisation's summary report in the MyNZQA provider portal
Read: Guide to accessing and submitting a self-review summary report
Accessing and submitting a TEO self-review summary report in MyNZQA [PDF, 878 KB]
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 their 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 (for example, 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.
Download a pdf that shows what the online form for the TEO summary report looks like [PDF, 5.5 MB]
Zoom in to see all the detail of the pdf.
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.