Education Funding System Review background documents

The Review of Education Funding Systems has ended.

The following are background documents to the Education Systems Funding Review (for 0 to 18 year years). These papers show the history of the policy process from June 2016 to May 2018.

Independent research reports

Between 2015 and 2018, the following reports were commissioned to:

  • support early scoping work to understand the current funding systems, and
  • initially identify possible areas for improvement.

The Government has decided not to progress some of the ideas raised in these reports, such as ‘bulk funding’.

Options for a measure of school and service socioeconomic position: Sapere Research Group [PDF, 575 KB]

Ministry Summary: Sapere Research Group — Perspectives on school funding and the cost of ‘a good kiwi education’ [PDF, 242 KB]

Full Report: Sapere Research Group — What is the cost of a good kiwi education? [PDF, 7.9 MB]

Full Report: Sapere Research Group — Perspectives on School Funding Model [PDF, 1.2 MB]

Ministry Summary: Murray Jack — Review of Funding Systems for New Zealand's Early Childhood and Schooling Sectors [PDF, 297 KB]

Full Report: Murray Jack — Review of Funding Systems for New Zealand's Early Childhood and Schooling Sectors [PDF, 430 KB]

Note that no conclusions can be drawn from these documents as to the future of education funding systems.

Cabinet papers

Cabinet paper — Education Funding Review: Proposed new direction (May 2018) [PDF, 934 KB]

Cabinet paper — Review of Education Funding Systems update and next steps (October 2016) [PDF, 13 MB]

Cabinet paper — Review of Education Funding Systems [PDF, 1.5 MB]

Note that we are still in the early stages of the Review and no decisions have been made.

Ministry documents

Between January 2015 and May 2018 the following documents were prepared as part of the evolution of policy options and advice on the Review of Education Funding Systems and related issues.

These documents consider a range of funding options. No conclusions can be drawn from them as to the future of education funding systems.

Briefing notes

Briefing Note: Funding review — Proposed New Direction [PDF, 518 KB]

Briefing Note: Education (Social Investment Funding and Abolition of Decile System) Amendment Bill [PDF, 6.1 MB]

Briefing Note: Funding Review discussion [PDF, 162 KB]

Briefing Note: Review of Funding — Draft materials and next steps [PDF, 1.6 MB]

Briefing Note: Funding Review — Draft Terms of Reference for Independent Adviser [PDF, 1.4 MB]

Briefing Note: School resourcing formulae [PDF, 3.5 MB]

Presentations

Presentation to the Funding for Disadvantage Technical Reference Group Meeting 5-21 August [PDF, 3 MB]

Presentation to the Funding for Disadvantage Technical Reference Group Meeting 6-18 September [PDF, 1.7 MB]

Reports

Report: Draft Cabinet Paper on Wellbeing, Equity and the Future Direction of the Funding Review [PDF, 798 KB]

Report: Funding review background information and next steps [PDF, 8.1 MB]

Report: Review of Funding Systems [PDF, 4.5 MB]

Report from the Technical Reference Group on Funding for Disadvantage to the Review of Funding Systems Ministerial Advisory Group [PDF, 83 KB]

Report: Further independent advice on options for the scope of an education funding review [PDF, 752 KB]

Report: independent advice on options for the scope of an education funding review [PDF, 1.2 MB]

Report: A summary of overseas funding reviews of schooling and early childhood education [PDF, 5.2 MB]

Report: Funding review — draft stock-takes and next steps [PDF, 733 KB]

Reviews

A3: Review of funding systems [PDF, 187 KB]

A3: Review of Funding Systems — update for joint Finance Ministers [PDF, 87 KB]

A3: Review of Funding Systems: Problem definition [PDF, 810 KB]

A3: Education funding systems review — Education Work Programme [PDF, 330 KB]

Other documents

Strategy Session: Funding review and insights on Equity and Disadvantage [PDF, 368 KB]

Funding for Disadvantage Technical Reference Group handout: Rates and thresholds [PDF, 175 KB]

Memo: Education work programme: Reviewing the Funding Systems: Objectives, scope and timing [PDF, 477 KB]

Internal paper: Stocktake of funding system for early childhood education in New Zealand [PDF, 1.1 MB]

Internal Paper: Stocktake of funding system for school-age education in New Zealand [PDF, 1.2 MB]

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