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Document types

This page provides a list of document types within the DXP Ngā Kete portal, the information classification (eg: commercial or unspecified) and some examples.

Specifying the appropriate document type will be helpful for both you and the TEC – ensuring filters and searches will display the correct documents.

Investment documents

Mainly uploaded by the TEO and includes applications for off-Plan funding.

  • Plan status letter (TEC)
  • Strategic Intent
  • Learner Success Plan
  • Disability Action Plan
  • Application for additional funding and supporting documents (when submitted as part of the Plan process)

In-year Additional Funding Request (AFR)

Should be used for all materials relating to in-year AFRs.

  • Targeted in-year additional funding letters (e.g. TEC inviting an application)
  • General guidance advising that applications are being accepted (TEC)
  • AFR application (TEO)
  • Includes supporting documentation (TEO)

Funding outcome - commercial*

Most Funding Outcome documents are provisioned by TEC.

  • Funding Confirmation Letter
  • Off-Plan Funding Outcome Letters
  • Plan Amendment Letters
  • Proposed Funding Letter (In-Part or Decline) with the Right of Response (with due date)

Funding washup - commercial*

Mainly provisioned by TEC.

  • Washup Letters
  • Application for repayment plan (TEO)
  • Approval of repayment plan (TEC)

General fund information

Some of these documents may utilise the Response enabled (optional) or Response required functionality.

Fund-specific information examples:

  • Information about a new fund
  • Changes to fund details and rules
  • TEC fund-specific letters
  • Fund-specific consultation documents

General documents

Should only be used when other document types are not suitable.

Non-fund specific examples:

  • TEC Project Letters, e.g. DSR updates
  • Adhoc Letters

Programme documentation

Note that funding approvals are likely to be covered by documents that would be loaded as a Funding Outcome document.

Example documents that would be uploaded by TEO:

  • Programme approval docs (NQZA)
  • Application for MC approval
  • Application for NZA approval

Example documents that would be uploaded by TEC:

  • MC / NZA approval (non-system approvals)

Fees Free

  • Fees Free Non-Recovery
  • Fees Free Additional Payments
  • Fee Free Multiple Providers report
  • Fees Free all enrolments and cost data validation
  • Fees reconciliation to SDR

* Only people within your organisation with a “DXP Ngā Kete – Commercial Documents User” role are able to view or upload Commercial documents. This role can be requested through ESL.