Institutes of Technology and Polytechnics

Otago Polytechnic

Chair: Kathy Grant
Chief Executive: Phil Ker
Main Campus Key Main Campus
Dunedin
Other Campus Key Other Campus Locations
Cromwell
NZQA EER
Educational Performance: Highly Confident
Self-assessment: Highly Confident
Funding by TEC
97.8% Teaching and Learning
Capability
2.2% Research
 Scholarships/Learners
TEC Funding
Delivery by Level
5.3% Level 1–2
31.1% Level 3–4
17.7% Level 5–6
45.1% Level 7–8
0.8% Level 9–10
Delivery By Level
Delivery by Subject
32.9% Health
17.0% Creative Arts
11.2% Management and Commerce
9.0% Society and Culture
6.3% Engineering and Related Technologies
23.6% Other
Delivery By Subject

Otago Polytechnic’s educational and financial performance was strong overall in 2011. Otago Polytechnic improved against almost all educational performance indicators (EPIs) compared with 2010, and is well positioned for delivery in 2012.

Responsiveness

Otago Polytechnic has close and productive working relationships with its communities. Otago Polytechnic’s expertise in applied research was recognised by its inclusion in the Ministry of Science and Innovation’s technology-transfer voucher scheme. Otago Polytechnic is a foundation member of the international Open Education Resource university (OERu), which aims to widen access and reduce the cost of tertiary study for learners who may otherwise be excluded from the formal education sector. In early 2011 Otago Polytechnic hosted the OERu Foundation’s strategic international meeting.

Otago Polytechnic’s provision is predominately focused at Levels 7–8 (45%), with enrolments increasing over the past three years. The largest fields of study were Health (33%), Creative Arts (17%) and Management and Commerce (11%). The qualifications that attracted the most enrolments were Bachelor of Nursing (9%), Bachelor of Occupational Therapy (7%), Bachelor of Midwifery (5%) and Bachelor of Visual Arts (5%).

In 2011, the majority of students (64%) were aged under 25, well above the ITP sector average. Māori and Pasifika student participation aligned with the demography of its local catchment.

Otago Polytechnic achieved most of the key performance indicators outlined in its 2011 Statement of Service Performance. Where indicators were not met, the difference between actual and target was marginal.

Effectiveness

In 2011, the effectiveness of Otago Polytechnic’s education delivery was evidenced in its performance above the ITP sector averages for all four EPIs. Performance has continued to improve, especially in qualification completions, with an increase of 12 percent. Performance by the TES priority groups (Māori, Pasifika and students under 25 years of age) also improved, with all indicators for Māori and students aged under 25 above the ITP sector average. Pasifika students’ performance was below the ITP sector average for course and qualification completions, but both improved on 2010.

In 2011 Otago Polytechnic underwent an external evaluation and review assessment from the NZQA and received ‘highly confident’ ratings for both educational performance and self-assessment.

Otago received 0.27 percent of the 2011 total allocation for the Performance-Based Research Fund (PBRF), a decrease from 0.28 percent in 2010. It earned PBRF-eligible external research income (ERI) of $1.3 million in 2011, a two percent increase on 2010.

Capability

In 2011, the Otago Polytechnic council re-assessed the capability of its membership following the reconstitution of ITP councils, which had restricted council-appointed members to an initial term of one year. The assessment resulted in the Otago Polytechnic council deciding to retain its existing members.

In 2011, Otago Polytechnic reported a net surplus of 5.9 percent ($3.3 million), up on the four percent surplus achieved in 2010. Otago Polytechnic’s total revenue decreased by 0.7 percent ($0.4 million) from 2010 to 2011, including a $2.4 million (7.0%) fall in government revenue. Otago Polytechnic reduced its cost of operations, with total expenses falling $1.5 million (2.7%) compared with 2010. Otago Polytechnic has a borrowing facility in place to cover short-term liquidity needs.

Otago Polytechnic's capital expenditure is expected to average around $7.4 million annually over the next ten years. A large peak in capital spending is planned around 2015 for the development of the Cromwell Campus and Stage 2 of the Creative Precinct.

TES Priorities

Participation
2011 Performance Otago
Polytechnic
ITP sector 
Students under 25 64% 51%
Māori 10% 21%
Pasifika 3% 10%
Course Completion
2011 Performance  Otago
Polytechnic
ITP sector 
All  83% 78%
Students under 25 82% 76%
Māori 72% 70%
Pasifika 67% 71%
Qualification Completion
2011 Performance  Otago
Polytechnic
ITP sector 
All 74% 63%
Students under 25 66% 57%
Māori 62% 54%
Pasifika 47% 52%
Of the tertiary-aged population in the Otago Polytechnic region, 4% were identified as Māori, Pasifika as 1%, and 19% as under the age of 25 years. (Based on Statistics NZ 2011 population projections)
Overview of Educational Performance – Formal SAC Funded EFTS only
Enrolments 2009 2010 2011 % of ITP sector
EFTS 3,145 3,337 3,314 5%
Students 6,847 6,190 4,977 4%
Educational Performance Indicators 2009 2010 2011 ITP sector
Successful Course Completion 74% 78% 83% 78%
Qualification Completion 64% 62% 74% 63%
Student Retention 47% 48% 54% 49%
Student Progression L1-4 28% 33% 37% 29%
Overview of Financial Performance*
Key Performance Metrics 2009 2010 2011 TEC Minimum Guidelines
Net surplus (after unusual and non-recurring items) 1.4% 4.0% 5.9% 3.0%
Net cashflow from operations 112.2% 117.2% 117.3% 111.0%
Liquid funds 0.3% 0.3% 3.6% 8.0%
3-yr average return on property, plant equipment and intangibles 6.6% 7.3% 8.8% 4.5%
Summary Financial Statements ($000) 2009 2010 2011 % of 2011 category
Revenue        
Total government revenue $33,037 $33,840 $31,465 56%
Domestic student fees $12,034 $14,120 $15,106 27%
International student fees $2,082 $2,392 $2,467 4%
Other income (including research) $5,422 $6,246 $7,144 13%
Total revenue $52,575 $56,598 $56,182 100%
Expenses        
Personnel $31,881 $33,753 $33,403 63%
Total expenses $51,826 $54,334 $52,840 100%
Net surplus (after unusual and non-recurring items) $749 $2,264 $3,342  
Assets        
Property, plant equipment and intangibles $83,228 $83,625 $82,845 90%
Total Assets $91,200 $90,476 $92,401 100%
Equity (net assets) $80,439 $82,677 $84,061  
Cashflow        
Net cashflow from operations $5,637 $8,568 $8,131  
Purchase of plant property equipment and intangibles $9,393 $5,457 $6,630  
Other        
Staffing FTE 448 447 437  
Total EFTS to Total staff ratio 8:1 8:1 8:1  
Total EFTS to Teaching Staff ratio (academic & tutorial) 18:1 19:1 19:1