This is an HTML version of an attachment to the Official Information request 'Assessment Content Review and Validation Processes'.

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Tyler Craig 
[FYI request #34749 email] 
17 July 2026 
Tēnā koe Tyler 
OIA: GEMS- 48260- Student Monitoring, Assessment and Reporting Tool 
(SMART), Assessment Content Review and Validation Processes 

Thank you for your email of 20 May 2026 to the Ministry of Education (the Ministry) 
requesting the following information:  
“I am writing to request information under the Official Information Act 1982 
regarding the development, review, validation, and approval of assessment 
content used within the Student Monitoring, Assessment and Reporting Tool 
(SMART).  

Specifically, I request:  
1.  A description of the processes used to develop, review, quality assure, 
validate, and approve the assessment tasks, questions, texts, prompts, and 
student response items used within SMART.  

2.  Confirmation of whether practising educators, curriculum specialists, 
assessment experts, psychometricians, literacy specialists, cultural advisers, 
accessibility specialists, or other subject matter experts were involved in the 
review, validation, or approval of SMART assessment content. 

a.   For any such reviewers or contributors, please provide: their role or 
area of expertise; whether they were Ministry staff, contractors, vendor 
staff, or external advisers; and whether they were based in New 
Zealand or overseas. 

3.   Confirmation of whether SMART assessment content was reviewed 
specifically for: alignment with the New Zealand Curriculum or Te Marautanga 
o Aotearoa; curriculum level appropriateness; reading level appropriateness; 
cultural or contextual suitability for New Zealand learners; moderation 
consistency; accessibility considerations; or bias and fairness considerations.  

 
Wellington – National Office, PO Box 1666, Wellington 6140 
Phone: +64 4 463 8000 
education.govt.nz 
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4.  Confirmation of whether any pilot testing, trialling, calibration, readability 
analysis, or validation processes were undertaken before assessment content 
was used in schools.  

5.  A description of how assessment content approval decisions were made, 
including whether there were defined criteria or sign-off processes prior to use 
in the 2025 trial phase or 2026 national rollout.  

This request relates to system-level assessment development and review 
processes only and does not seek any individual student information or copies 
of secure assessment item banks”. 

On 18 June 2026 you were notified of an extension of the timeframe for our response 
due to the consultations necessary to take a decision on your request. I am now in a 
position to respond.  
Your request has been considered under the Official Information Act 1982 (the Act). 
1.  A description of the processes used to develop, review, quality assure, 
validate, and approve the assessment tasks, questions, texts, prompts, and 
student response items used within SMART.  

We have interpreted your request to mean a description of the process used to 
develop, review, quality assure, and approve the assessment items within SMART.  
SMART items are subject to a rigorous quality assurance (QA) process before being 
approved and made available to schools and kura.  
SMART assessment items are developed within a comprehensive, lifecycle-based 
QA framework.  
1. Content development 
2. Assessment assembly 
3.  Piloting and trialling (including psychometric analysis) 
4. Assessment delivery 
5.  Marking and reporting 
6.  Continuous improvement.  
Review of assessment quality is provided through QA Panels. QA panels are 
involved at various stages as required during the item’s lifecycle. The QA panel is 
supported by Ministry staff and contracted subject matter expertise.  
Please see below a high-level table of the item development, QA and approval 
process: 
Assessment items are developed in alignment with the New Zealand 2025 
Curriculum (NZC) or Te Marautanga o Aotearoa (TMoA). 
 
 
education.govt.nz 
 
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OIA: GEMS-48260 
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Item 
Activities 
QA processes 
Approval 
development 
stages 
Design & 
• Item 
•  Develop and agree the quality 
QA panel & 
Specifications 
requirements 
criteria & requirements 
Business 
and criteria 
• QA 
panels 
review 
item 
Owner 
setting 
requirements and quality 
criteria. 
Development 
• Item 
Internal (Ministry) QA processes carried  QA panel & 
development 
out against requirements & criteria by 
Business 
• Source/create  the QA panel and business workstream.  Owner 
stimuli for 
•  Review of stimuli for reading 
 
reading 
•  Review items for reading, 
• Create 
booklets 
writing, maths, pānui, tuhituhi 
for trials  
and pāngarau 
• Create 
•  Review whole assessments and 
assessment 
trial booklets. 
items 
External quality assurance 
•  Internally approved items are 
submitted for external specialist 
for reviews against 
requirements & criteria.  
•  Sector trials take place to 
gather performance data to 
inform improvements. 
Pre-delivery 
• Quality 
•  Analyse trial data and insights 
Business 
validation 
assurance 
•  Psychometric analysis of item 
Owner 
processes to 
performance  
 
analyse and 
−  item difficulty confirmed  
validate  
−  some poor performing items 
are removed 
−  scaling, equating and 
standard setting is 
completed with sector 
standard setting panels 
• Any 
adjustments 
or 
further 
QA 
reviews/ approvals completed if 
required 
Delivery event 
• Monitor 
delivery 
• Monitor 
performance 
and 
Business 
performance 
feedback to implement quick 
Owner 
fixes or backlog items 
 
• Informs 
future 
improvements 
Post-delivery  
• Feedback 
and 
•  QA panels analyse item 
QA panel 
data & insight 
performance data and feedback  Business 
analysis 
•  Feed forward to inform design 
Owner 
specifications and future 
 
improvements. 
•  Following assessment windows, 
an external psychometric 
analysis of items is completed. 
education.govt.nz 
 
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OIA: GEMS-48260 
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2.  Confirmation of whether practising educators, curriculum specialists, 
assessment experts, psychometricians, literacy specialists, cultural 
advisers, accessibility specialists, or other subject matter experts were 
involved in the review, validation, or approval of SMART assessment 
content. 

a.  For any such reviewers or contributors, please provide: their role or area of 
expertise; whether they were Ministry staff, contractors, vendor staff, or 
external advisers; and whether they were based in New Zealand or overseas. 

Ministry staff possess a diverse range of knowledge, skills, and experience. Where 
specific skills are needed, relevant staff will be consulted if the Ministry holds the 
expertise required. 
The table below identifies providers that the Ministry have contracted to augment its 
internal capability and capacity with regard to practising educators, curriculum 
specialists, assessment experts, psychometricians, literacy specialists, cultural 
advisers, accessibility specialists, or other subject matter experts involved in the 
review, validation or approval of SMART assessment items.  
Supplier Name 
Role in relation to SMART and area of 
Based in: 
expertise 
Haemata Tapui Ltd 
Role: 
New Zealand  
SMART item development and assessment   
build to align to Te Marautanga o Aotearoa.    
 
Expertise:  
• Assessment 
experts 
 
•  Cultural advisors  
• Literacy 
specialists 
 
• Curriculum 
specialists 
Takapaukura Role: 
New Zealand  
SMART Te Reo Māori rendering/ 
 
translation services. On the QA Panel for 
item development. 
 
Expertise:  
• Translation 
Services 
•  Cultural advisors  
Te Ihuwaka Limited 
Role: 
New Zealand 
SMART Te Reo rendering and translation 
 
Expertise: 
• Translation 
Services 
 
education.govt.nz 
 
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OIA: GEMS-48260 
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Kōtare Enterprises Ltd 
Role: 
New Zealand 
Quality assurance for SMART items and 
assessments 
 
Expertise:  
• Assessment 
experts 
 
•  Cultural advisors  
•  Literacy specialists   
• Curriculum 
specialists 
National Foundation For  Role: 
England 
Educational Research 
Psychometric Services for SMART and 
(NFER) 
Item development / assessment build for 
New Zealand Curriculum (NZC)   
 
Expertise: 
• Assessment 
experts 
 
• Psychometricians 
•  Literacy specialists   
•  Assessment content alignment to 
curriculum 
EdMetric LLC 
Role: 
United States 
Psychometric services for SMART 
 
Expertise: 

• Psychometricians 
TupuOra 
Role: 
New Zealand  
Te Reo Rangatira and linguistics quality 
assurance services 
 
Expertise:  
• Cultural 
advisors 
 
Evaluation Associates 
Role: 
New Zealand  
Quality assurance for SMART Reading 
items & SMART guidance writing 
 
Expertise: 
• Assessment 
experts 
 
•  Cultural advisors  
•  Literacy specialists   
• Curriculum 
specialists 
3.  Confirmation of whether SMART assessment content was reviewed 
specifically for: alignment with the New Zealand Curriculum or Te 
Marautanga o Aotearoa; curriculum level appropriateness; reading level 
appropriateness; cultural or contextual suitability for New Zealand learners; 
moderation consistency; accessibility considerations; or bias and fairness 
considerations.  

In response to part three of your request, please refer to the response to part one 
above. We note that SMART assessment items are specifically designed, and quality 
education.govt.nz 
 
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OIA: GEMS-48260 
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assured through the QA process to measure student progress against the 2025  
New Zealand Curriculum and Te Marautanga o Aotearoa. 
SMART items are reviewed specifically for: 
• Curriculum 
level 
appropriateness. 
•  Reading level appropriateness. 
•  Cultural Sustainability (e.g., affirms and reflects learners’ cultural identities, 
connects to students lived experiences). 
• Linguistic 
Representation 
(e.g., 
Māori language is represented appropriately, 
language is age level appropriate) 
•  Accessibility criteria (e.g., Cognitive load matches the developmental stage of 
the child, Question types and expectation of tool use is appropriate for the 
developmental stage of the child, readability considerations are considered) 
•  Fairness and Bias (e.g., cultural content, imagery and language affirms a 
range of personal identity markers and eliminates negative stereotypes, the 
item ensures various groups are equally represented).   
4.  Confirmation of whether any pilot testing, trialling, calibration, readability 
analysis, or validation processes were undertaken before assessment 
content was used in schools.  

In response to part four of your request, please refer to the response to part one 
above. Piloting and trialling is included in the Quality Assurance process. The first 
SMART assessment item trial occurred in Term 4, 2025. The primary purpose of this 
SMART trial was to test assessment items and evaluate how well they performed in 
practice. Following this trial, an external psychometric analysis of trial items and QA 
process was completed before assessment items went live in 2026. Further trialling 
and psychometric analysis will occur ahead of future assessment windows. 
5.  A description of how assessment content approval decisions were made, 
including whether there were defined criteria or sign-off processes prior to 
use in the 2025 trial phase or 2026 national rollout.  

All items were subject to the QA process (please refer to part one of your request). 
Items used for the 2025 trial and subsequently used in the 2026 SMART go-live date 
(23 March 2026) were: 
•  Designed (once requirements / criteria were set and reviewed) 
•  Quality assured via internal/external and panel review  
•  Trialled in Term 4 2025 - after this, a further round of adjustments were made, 
and further psychometric tests and QA were completed 
•  Approved to go into production and therefore made available to schools and 
kura. 
Please note, we may publish this response on our website after five working days. 
Your name and contact details will be removed. 
education.govt.nz 
 
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Thank you again for your email. You have the right to ask an Ombudsman to review 
my decision on your request, in accordance with section 28 of the Act. You can do 
this by writing to [email address] or to Office of the Ombudsman, 
PO Box 10152, Wellington 6143. 
Thank you again for your email. If you have further questions, please feel free to 
contact our media team in the first instance at [email address]
Nāku noa, nā 
 
Antony Harvey 
Acting Hautū | Deputy Secretary 
Te Poutāhū | Curriculum Centre 
 
education.govt.nz 
 
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