UIP reference documents

Unfunded International Providers (UIP) documents and request forms, UIP Machine Account, Compliance Completion, SMS Specification, Checklist.

Below is a full list of the documents/links referenced within the Unfunded International Providers pages.

Submitting files to the UIP Data Collection Portal (including the Tour Group Portal)

TitleDescriptionPhase
UIP Portal Guidelines [PDF; 554KB] A set of guidelines to help Tertiary Education Providers record and verify information for the UIP file upload portal. All phases
Tour Group Portal Guidelines [PDF; 608KB] A set of guidelines to help Tertiary Education Providers to record and verify tour group (group study tour) information for the Tour Group portal. All phases
UIP Portal Submission File Template [XLSX; 11KB] A template which can be used to create the files to be uploaded to the UIP Portal. All phases
Quick Reference Guide 1 - Creating submission files for the UIP upload portal [PDF; 200KB] A reference guide to assist the use of the Submission File Template. All phases
Quick Reference Guide 2 - Using the UIP upload portal [PDF; 973KB] A reference guide to assist the use of the UIP Upload Portal, including the Tour Group Portal. All phases
UIP Business Rules (PDF; 12 KB)

Description of the business rules to extract data and calculate EEL.

 

All phases

Submitting data by integrating your SMS with the UIP System

TitleDescriptionPhase
PTE Guide to integrating your SMS with UIP [PDF; 634KB] Description of the three phases involved in integrating with the automated data collection process. All phases
UIP Data Collection – SMS Specifications version 2.23 [PDF; 1.9MB]

Full detail of the technical aspects of the system integration to be used by SMS development teams. Includes details on the data elements for business understanding. This document is targeted towards Group 1 providers; however, Group 2 providers may also use it if they wish to integrate their SMS with the UIP data system.

All phases
Current version of XSD [ZIP; 5KB] The current version of the XSD file (version 5) is available in a zipped file, which will need to be downloaded, saved and unzipped - please contact UIP.DataCollection@education.govt.nz if you have issues accessing the document. SMS Compliance and UIP BAU
Compliant Vendor List A list of SMS Vendors who have established an interface with the UIP system. Will be updated as new SMS Vendors come on board. PTE Preparation
NZQA Website Information on the details of the rule change including key dates and who it applies to. PTE Preparation
Business Integration Document [PDF; 926KB] An overview of the UIP data collection system for Private Training Establishments PTE Preparation
UIP.XsdValidator [ZIP; 9KB] Simple .Net based executable for validation of XML files. Please read the included ReadMe.txt first for instructions on how to use it. This is a zipped file which will need to be downloaded, saved and unzipped - please contact UIP.DataCollection@education.govt.nz if you have issues accessing the document. SMS Compliance and UIP BAU
Data mapping template [XLS; 60KB] Tool to establish any impacts the data collection may have on a PTE. PTE Preparation
SMS InfoHub Interface Specification [PDF; 494KB] Details on the role of InfoHub in the automated data collection process.

PTE Preparation (SMS)

SMS Compliance
Checklist - PTE [DOC; 41KB] Checklist for TEO owners. All phases
Checklist - SMS [DOC; 46KB] Checklist for developers. All phases
Test scripts [XLS; 104KB] Test scripts to be used in development of the UIP data collection system. SMS Compliance
ESL 13 UIP Machine Account Request form - compliance To be completed by SMS development to request access to the UIP system compliance environment (used for testing changes). SMS Compliance Go Live
ESL 14 UIP Machine Account request form - production To be completed by PTEs to request access to the UIP system Production environment (used for real-time data collection) SMS Compliance Go Live
UIP Compliance Completion Request form [PDF; 509KB] To be completed by SMS development and used to request MoE acceptance of SMS compliance testing. SMS Compliance
UIP Design Approval form [PDF; 549KB] To be completed by SMS development prior to requesting compliance access. SMS Compliance
UIP Initial Load form [PDF; 516KB] To be completed by SMS development for initial load approval of each PTE’s data into compliance and production. Go Live
UIP Business Rules (PDF; 12 KB) Description of the business rules to extract data and calculate EEL. All phases

If you have any issues downloading any documents please contact us at UIP.DataCollection@education.govt.nz.