Integrated schools property planning

Information and advice for integrated schools, including how to follow our 10 Year Property Plan process.

Level of compliance Main audience Other


  • Proprietors
  • Boards
  • Principals and tumuaki
  • Property managers
  • Project managers

Boards and proprietors of integrated schools should work together on long-term property planning. Integrated schools can choose to follow the Ministry’s 10 Year Property Plan (10YPP) process, which includes updating a condition assessment each year.

Planning for integrated school property

Proprietors and their boards should work together to plan how they will spend the maintenance and capital funding provided by the Ministry.

Having a long-term property plan that coordinates capital development and maintenance spending will make best use of both funding sources.

Maintenance plans

Every year, boards must prepare and deliver to their proprietor a rolling 10-year maintenance plan to assure the proprietor they are meeting their maintenance obligations.

Capital development plans

The Ministry provides Policy One funding to proprietors to modernise and upgrade their integrated property. Proprietors, in consultation with their boards, must prepare a rolling 10-year capital development plan showing how this funding will be spent.

Policy One funding for capital work

Preparing a 10YPP as an integrated school

Proprietors, with their boards, can choose to follow our 10YPP process for their maintenance and capital planning for their integrated property. It is mandatory for state non-integrated schools but currently optional for integrated schools.

Using our 10YPP process means:

  • using the WebFM MPlan system (Ministry’s condition assessment tool) when carrying out a condition assessment
  • using the Ministry’s cost thresholds (minimum work costs)
  • engaging appropriately trained and qualified project managers – integrated schools can currently decide whether to use a trained 10YPP consultant
  • sourcing all school and related data electronically from our property management system Helios.

Helios property management system

Integrated schools must update their condition assessment and 10YPP annually, as required for Policy One funding. We may audit condition assessments to check that they meet our requirements.

Using APIS coordinators

The Association of Proprietors of Integrated Schools (APIS) can support integrated schools developing their 10YPPs. Participating APIS members have agreed to nominate an integrated schools’ MPlan coordinator to:

  • coordinate with the Ministry to keep APIS members up to date on the condition assessment policy and systems and on any training programmes
  • administer and control all APIS users, including their access to MPlan.

The APIS participating proprietor and/or school property manager will:

  • implement the condition assessment methodology for their school(s)
  • regularly review and check condition assessment data quality and updates
  • support and/or participate in any audits of condition assessments to check they comply with Ministry requirements
  • coordinate with the Ministry in the ongoing delivery of schools’ condition assessments.

Learn more about condition assessments on the 10YPP steps for schools page.

10YPP steps for schools

Data coding specific to integrated schools

Integrated schools should use the following integrated specific asset coding:

  • asset class = APIS
  • sub-asset class = APIS proprietor, for example, Bishop of Auckland Schools or NZ Christian Proprietors Trust
  • facility name = individual school name as used in Helios
  • facility code = Helios school code
  • building = Helios building name and code
  • other related Helios data such as year built, age, square metres available from Helios.

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