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Education Sector Authentication and Authorisation ESAA

ESAA documentation
Please note that all ESAA documentation is now available from the ESAA page in STEO's News & Info section.

SDR Manuals and Guides

Guide to completing your SDR - April 2008 (doc 667kb)
A step-by-step guide explaining how to log in and submit your SDR data to the STEO website.
SDR Manual 2009 v11.0 (doc 3955kb)
Version 11.0 of the Single Data Return Manual in Microsoft Word format.
SDR Manual 2009 v11.0 (pdf 1180kb)
Version 11.0 of the Single Data Return Manual in Adobe PDF format.
SDR Appendices 2009 v11.0 (doc 2612kb)
The appendices for version 11.0 of the Single Data Return Manual in Microsoft Word format.
SDR Appendices 2009 v11.0 (pdf 482kb)
The appendices for version 11.0 of the Single Data Return Manual in Adobe PDF format.
SDR Manual 2008 v10.5 (doc 3986kb)

11/04/2008, Updates to 10.5
Manual, Page 58, FOREIGN FEE, Validation Logic replaced with the following:
Applies To: All ‘on-shore’ foreign fee paying students with student type B, C or D determined by (ATTEND = 1 or 2) and (FUNDING = 02 or (FUNDING = 01 and ASSIST = 06))

Manual, Page 62, PERM_POST_CODE
Validation Logic corrected to only include Type D students in Error Validations 556, 558 as per the student file specification on page 30.

Manual, Page 63, TERM_POST_CODE
Validation Logic corrected to only include Type D student in Error Validations 559, 561 as per the student file specification on page 30.

Manual, Pg 64 – Field Name – Qual Field Number 2.3, 3.4, 4.4
Removed ‘(Refer to TEC’s Tertiary Funding Guide)’ 1st Paragraph
Removed ‘(Refer to the secure part of the STEO website: http://www.steo.govt.nz for more details).’


SDR Manual 2008 v10.5 (pdf 1561kb)

11/04/2008, Updates to 10.5
Manual, Page 58, FOREIGN FEE, Validation Logic replaced with the following:
Applies To: All ‘on-shore’ foreign fee paying students with student type B, C or D determined by (ATTEND = 1 or 2) and (FUNDING = 02 or (FUNDING = 01 and ASSIST = 06))

Manual, Page 62, PERM_POST_CODE
Validation Logic corrected to only include Type D students in Error Validations 556, 558 as per the student file specification on page 30.

Manual, Page 63, TERM_POST_CODE
Validation Logic corrected to only include Type D student in Error Validations 559, 561 as per the student file specification on page 30.

Manual, Pg 64 – Field Name – Qual Field Number 2.3, 3.4, 4.4
Removed ‘(Refer to TEC’s Tertiary Funding Guide)’ 1st Paragraph
Removed ‘(Refer to the secure part of the STEO website: http://www.steo.govt.nz for more details).’


SDR Appendices 2008 v10.5 (doc 2826kb)

11/04/2008, Updates to 10.5
Appendices, Page 49, Appendix 15
New table of Valid Post Codes

22/04/2008 , Updates to 10.5
Appendices, Page 49, Appendix 15 , 120  new post codes added to appendices. 

Appendices, Page 55, Appendix 16 , Glossary
Renumbered from Appendix 15 to Appendix 16.


SDR Appendices 2008 v10.5 (pdf 1279kb)

11/04/2008, Updates to 10.5
Appendices, Page 49, Appendix 15
New table of Valid Post Codes

22/04/2008 , Updates to 10.5
Appendices, Page 49, Appendix 15 , 120  new post codes added to appendices. 

Appendices, Page 55, Appendix 16 , Glossary
Renumbered from Appendix 15 to Appendix 16.


SDR Manual 2008 v10.4 (doc 4019kb)

01/02/2008 Version 10.4 Updates to Manual

Manual, pg 22, Type D Enrolment, Qualification Award Category 98 has been included in the definition of a formal qualification as follows, “Are students enrolled in a formal qualification or a module of a formal qualification (qualification award category between 01 and 60, & 98)”


SDR Manual 2008 v10.4 (pdf 1287kb)

01/02/2008 Version 10.4 Updates to Manual

Manual, pg 22, Type D Enrolment, Qualification Award Category 98 has been included in the definition of a formal qualification as follows, “Are students enrolled in a formal qualification or a module of a formal qualification (qualification award category between 01 and 60, & 98)”


SDR Appendices 2008 v10.4 (doc 2732kb)

01/02/2008 Version 10.4 updates to Appendices

No changes have been made to appendices


SDR Appendices 2008 v10.4 (pdf 1199kb)

01/02/2008 Version 10.4 updates to Appendices

No changes have been made to appendices


SDR Manual 2008 v10.3 (doc 3987kb)
25/01/2008 Version 10.3 Updates to Manual
-Manual, pg 80, Category Field - Acupuncture added to Funding Category Code L
SDR Manual 2008 v10.3 (pdf 1288kb)
25/01/2008 Version 10.3 Updates to Manual
-Manual, pg 80, Category Field - Acupuncture added to Funding Category Code L
SDR Appendices 2008 v10.3 (doc 2732kb)

25/01/2008 Version 10.3 Updates to Appendices
-Appendix 2, pg12, School Code 550 spelling corrected from  Te Waha o Rerekohou    Area School  to Te Waha o Rerekohu Area School
-Appendix 6, pg 31, Acupuncture added to Classification #3.1


SDR Appendices 2008 v10.3 (pdf 1199kb)

25/01/2008 Version 10.3 Updates to Appendices
-Appendix 2, pg12, School Code 550 spelling corrected from  Te Waha o Rerekohou    Area School  to Te Waha o Rerekohu Area School
-Appendix 6, pg 31, Acupuncture added to Classification #3.1


SDR Manual 2008 Version 10.2 (doc 3986kb)

9/11/07  Version 10.1 Updates to Manual
- page numbers made continuous, instead of in sections in Manual.

20/11/07 Version 10.2 Updates to Manual
- Item 17 in the Preface, Processing  Change  has been removed.
- Pg 8, What Information is needed for the SDR?, wording has changed
- Warning 589 has been included


SDR Manual 2008 Version 10.2 (pdf 1288kb)

9/11/07  Version 10.1 Updates to Manual
- page numbers made continuous, instead of in sections in Manual.

20/11/07 Version 10.2 Updates to Manual
- Item 17 in the Preface, Processing  Change  has been removed.
- Pg 8, What Information is needed for the SDR?, wording has changed
- Warning 589 has been included


SDR Appendices 2008 Version 10.2 (doc 2729kb)

9/11/07  Version 10.1 Updates to Appendices
- page numbers added to Appendix 11, SDR Error/Warning Codes.
- Warning 589 has been included


SDR Appendices 2008 Version 10.2 (pdf 1198kb)
9/11/07  Version 10.1 Updates to Appendices
- page numbers added to Appendix 11, SDR Error/Warning Codes.
- Warning 589 has been included
SDR Appendices 2008 Version 10.2 (zipped csv 123kb)
The appendices for Version 10.2 of the Single Data Return Manual.
Guide to Completing your SDR December 2007 v1.2 (doc 721kb)
A step-by-step guide explaining how to log in and submit your SDR data to the the STEO website.
Guide to downloading Qualification and Course Registers from Which Course Where? (doc 519kb)
Guide  to downloading Qualification and Course Registers from Which Course Where
SDR Manual Version 9.2 Appendices (CSV 457kb)
The appendices for Version 9.2 of the Single Data Return Manual.
SDR Manual Version 9.2 (PDF 1214kb)

Version 9.2 of the Single Data Return Manual for the 2007 academic year.


SDR Manual Version 9.2 (doc 3786kb)

Version 9.2 of the Single Data Return Manual for the 2007 academic year.

Thursday 7th June 2007: Please note that the extraction date for a 2006 Qualification Completion file is 31 December 2006. 

Friday 2nd March 2007: Please note that the Referenced Pages on Pg 30 (File Specifications - Course Register) for Internet and PBRF Eligible fields have been corrected to 93 and 94 respectively. 

  


TEO Induction Pack (doc 538kb)
This document is designed to inform new tertiary education organisations and/or new staff at tertiary education organisations of the websites, systems, processes, and procedures that they need to become familiar with, for their interactions with the Ministry of Education specifically and other government agencies.
SDR Example Summary Report (PDF 378kb)
An example of a SDR Summary Report.
iKey update guide (PDF 147kb)
Digital Identity iKey update guide in PDF fomat.

SDR and NSI Applications and Tools

Generic Enrolment Form 2009 (doc 152kb)
Generic Enrolment Form 2009.
Generic Enrolment Form 2008 (doc 167kb)
Generic Enrolment Form 2008.
Generic Enrolment Form 2007 (doc 156kb)
Generic Enrolment Form 2007
Generic Enrolment Form 2006 (doc 144kb)
Generic Enrolment Form 2006
Generic Enrolment Form 2005 (doc 164kb)
Generic Enrolment Form 2005
Guide to Completing your SDR December 2007 v1.2 (doc 721kb)
Manual to logging into the STEO site and completing your Single Data Return (SDR).
PBRF Census Staff Return (xls)
Template for TEO use in PBRF Census (Staff Return)
PBRF SDR Guide 2003 (PDF)
Performance Based Research Fund SDR Guide 2003
PBRF SDR Guide v2.1 (doc 222kb)
Performance Based Research Fund SDR Guide 2003
PBRF UNID Creation Template (zip xls 3kb)
PBRF Unique Identifier Request Template
User Registration Guide (PDF 197kb)
User guide for the registration of a user with ESAA.
ESAA User setup and access request form (PDF 101kb)
User Setup and Access Request form.

PTE Monitoring

PTE Financial Viability Template (xls 297kb)

The PTE Financial Viability Template is available for download. Please select the relevant Financial Year End on the Cover Sheet prior to sending your report to pte.fv@tec.govt.nz [no spam].

If you have any queries regarding the template please email your query to pte.fv@tec.govt.nz [no spam].


Accountant Engagement Letter (zip doc 5kb)
Form of engagement letter to be provided to an independent charted accountant in connection with his/her engagement to complete the TEC prescribed Independent Chartered Accountant's Report on Forecasted Financials.
Director and Auditor Attestation Templates (zip doc 18kb)
Templates required for submission as part of Financial Viability Reporting Requirements.
Financial Year-end Change Application (zip doc 5kb)
Application form for changes to financial year-end dates.
PTE Financial Template Manual (doc 707kb)
Instructions on how to Download, Complete and Submit PTE Financial Template.
PTE Financial Viability Checklist (doc 265kb)
A checklist outlining documents required within Financial Viability submissions.

DMU Staff Returns

Staff Return Guide
A guide to completing a 2008 staff return
Staff Return for Polytechnics 2008 (exe 72kb)
The Annual Return of Employed Staff for Polytechnics in 2008.
Staff Return for PTEs (exe 64kb)
The Annual Return of Employed Staff for Private Training Establishments in 2008.
Staff Return for Universities 2008 (exe 72kb)
The Annual Return of Employed Staff for Universities in 2008.
Staff Return for Wananga (exe 72kb)
The Annual Return of Employed Staff for Wananga in 2008.

National Student Index

Tertiary Information Strategy

Networked to Learn (PDF 247kb)
An introduction to the Tertiary Information Strategy.

ICT Strategic Framework for Education

ICT Strategic Framework for Education (PDF 192kb)
The ICT Strategic Framework, developed jointly by the six education sector agencies and the National Library, defines the strategic direction of ICT for New Zealand’s education sector.

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