What is the Single Data Return (SDR)? The Single Data Return (SDR) is a set of data items that are required by the Ministry of Education and the Tertiary Education Commission (TEC) for funding, monitoring performance (including against Investment Plans), publishing performance information, as well as statistical reporting purposes. All TEOs that receive the Student Achievement Component including 1 and 2 Competitive and Plan Process Funding, and/or have students with Student Loans or Allowances, and/or Youth Guarantee programmes are required to complete an SDR. All students must be reported in SDR including non-funded students. The SDR provides one central for the collection, processing and delivery of information from TEOs to education agencies. What information is needed for the SDR? The information required for the SDR is based on unit-record data obtained from TEOs’ student management systems. This information is provided to the Ministry three times a year to represent student data as at: 15 April, and 07 August, and 31 December Course and Qualification completions are also returned three times a year in line with the SDR dates. Some of this information is now also collected in March each year through the Indicative (IND) SDR. All students for whom a confirmed student enrolment has been made in a TEO’s student management system are required to be reported, regardless of the level of study or the funding source. Information is required on student characteristics, course enrolment details, course and qualification completions, course details, and actual EFTS on a monthly Further information on EFTS forecasts is required as part of the validation process.
Annual Maximum Fee Movement (AMFM) The Government designed the Annual Maximum Fee Movement (AMFM) policy to permit TEOs some flexibility to set fee/course while maintaining affordability and some certainty for learners. The Annual Maximum Fee Movement applies to awards, certificate, diploma, degree and postgraduate courses that receive student achievement component funding. The Annual Maximum Fee Movement (AMFM) policy replaced the Fee/Course Costs Maxima (FCCM), Annual Fee Movement Limit (AFML) and Postgraduate Fee Increase Limit (PFIL) in 2011. The AMFM covers compulsory costs (inclusive of GST) when all of the following apply: The TEO is the sole source of the relevant items, and All learners are required to pay, and The charge meets guidelines for borrowing under the compulsory fees/course costs component of the Student Loan Scheme See the Funding Information available on the TEC website for more information. Fee/Course Costs Fee/course include the following: Tuition fees Compulsory administration charges Examination fees Other charges associated with a course or programme of study Material charges Field trips Any compulsory purchase of equipment or books through the TEO. Exclusions The AMFM does not apply to: Courses that do not receive Student Achievement Component funding Fees for international students. Monitoring Annual Maximum Fee Movement In order to monitor the Annual Maximum Fee Movement there will be a separation of student tuition fees and student course costs fees in the reporting of the SDR. The following will be collected through SDR processes: Course tuition fees Compulsory course cost fees Exemptions Costs charged to students outside the Annual Maximum Fee Movement. More Information Information on the Annual Maximum Fee Movement, can be found on FEE
Education Service Desk Assistance with the processing of the SDR, is available from the Ministry Service Desk. Other matters relating to the scope and nature of the data collection, definitions, and interpretation of instructions should also be directed to the Ministry, via the Education Service Desk. TEC Contacts For matters relating to the setting of course EFTS, course register differences, funding approvals and funding issues contact the TEC Sector Helpdesk: PTEs that require information on course changes, delivery site or qualification approval requests should contact the TEC Sector Helpdesk on 0800 601 301. TEIs should contact their TEC Investment Managers. Generic Enrolment Form A generic enrolment form has been produced to assist TEOs, especially Private Training Establishments, with the collection of information from students that fulfil the data requirements of the SDR. The generic enrolment form template is available from the STEO website:
3.11 Stage of Pre-Service Teacher Education Qualification 2 128-129 101 3.12 Course Tuition Fee 5 130-134 102 3.13 Internet Based Learning Indicator 1 135 104 3.14 PBRF Eligible Course Indicator 1 136 105 3.15 * Tuition fee paid by international student 5 137-141 60 3.16 Compulsory Course Costs Fee 5 142-146 106 3.17 Course Exemption from AMFM 1 147 107 3.18 EMB_LIT_NUM Embedded Literacy and Numeracy Flag 1 148 114 Notes: Every unique course in the Course Enrolment file should appear only once in the Course Register file. * The Foreign Fee can be returned on either the Course Register File or the Student File, but not on both. Validation Errors: 310 Record not in correct format – [QUAL] No Field Name Field Title Length File Position Student Types Page No. 4.1 Provider Code 4 1-4 D 38 4.2 Student Identification Code 10 5-14 D 39 4.3 National Student Number 10 15-24 D 58 4.4 Qualification Code 6 25-30 D 67 4.5 Main Subject 1 4 31-34 D 108 4.6 Main Subject 2 4 35-38 D 108 4.7 Main Subject 3 4 39-42 D 108 4.8 Year Requirements Met 4 43-46 D 109 4.9 (padded blanks) 4 47-50 D Notes: Type D students where Qualification Award Category is between 01 and 60 (inclusive) are to be included in the Qualification Completion file. Type B student completions to be included in figures produced by the TEC are to be included in the Qualification Completion file. Validation Errors: 310 Record not in correct format 571 Course Completion or Qualification Completion record does not have a corresponding Student Record. (Either in the uploaded Student File or previously reported in a submitted return) Warnings: 536 No matching enrolment record exists for year of return 537 No matching enrolment record exists
Warning 593 If FUNDING = 22, student must be 16 of age or older but not reached their 18th birthday at the time of the earliest course start date of the qualification being funded by Youth Guarantee prior to 2014 Note: For validation 627: Ethnicity Ethnicity 211 New Zealand Maori Pasifika Group group 311 Samoan 321 Cook Island Maori 331 Tongan 341 Niuean 351 Tokelauan 361 Fijian 371 Other Pacific Island Groups History 1997 – The field was introduced 1998 – Code 99 (Not Stated) ceased to be 1998 – Code 02 has been clarified to include MFAT and Codes 14 and 15 introduced 1998 – Domestic Wholly Research has been moved from code 04 to 01 2000 – Code 03 amended to Domestic Full-Fee Paying Students 2000 – Code 07 amended to Youth Training (TEC – ex Skill NZ) 2000 – Code 13 amended to English for Migrants 2000 – Code 16 introduced for Action Training Programme 2000 – Code 01 amended to EFTS based tuition subsidies & incl. Research-based 2003 – Code 02 amended to exclude MFAT & code 20 introduced for MFAT students 2004 – Code 02 clarified to include non-resident extramural students who are not NZ citizens 2004 – New Field No. No change to File Position 2004 – New Source of Funding 21 – ITO Off Job Training FOREIGN Student 2004 – Validation 125 amended to include Source of Funding 21 2006 – Code 01 amended to include on-shore international PhD students (first enrolled after 19th April 2005) 2010 – New Source of Funding, 22 – Youth Guarantee 2010 – New Validations 593, 594, and 595 for Guarantee (Source of Funding 22) 2010 - Validation 125 amended to include Source of Funding 22 2011 – (Aug) Funding Code 24 – Trade Academies added 2012 – Code description updates: 01, 02, 12, 20 2012 – Code 21 removed 2012 – New code 23 introduced 2012 – New validation 611 introduced 2012 – Validation (Error) 125 removed 2012 – Validation 593 updated 2012 – New validation 613 introduced 2013 – New funding code 25, 26 introduced 2013 – Updated validations: 611 2013 – Changed 595 from Error to Warning 2013 – Added validations 615, 616, 618 2013 April – Corrected the logic in validations 615 by excluding FUNDING 26