DOCUMENT 1
FOI 24/25-1088 | MR25/01106
Scope The title, file name and date published for each of the 163 documents identified during the preliminary search in FOI 24/25-1088
List of resources
Document Title Date Search term Search term Search Notes / Number published term Owned be another Branch
1 EC - PEC - General overview N/A Reassessment Not a KA 2 Guide - Conversation Style Guide Appendix 10/10/2023 Reassessment B v1.0 APPROVED 2023-10-10 3 Guide - How to support children and young 12/08/2024 Reassessment/Plan people to remain in their family home V4.0 reassessment APPROVED 2024-08-08 4 Guide - How to support children and young 11/08/2024 Reassessment people to remain in their family home V4.0 APPROVED 2024-08-08 5 Guide - Psychosocial disability Appendix A 5/02/2024 Reassessment/Plan v2.0 APPROVED 2023-09-21 reassessment
6 Guide - Psychosocial disability Appendix A 5/02/2024 Reassessment v2.0 APPROVED 2023-09-21 7 Guide - Psychosocial disability Case 5/02/2024 Reassessment examples APPROVED v2.0 2023-09-21
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8 Guide – Safeguarding the participant’s 11/08/2024 Reassessment interests v4.0 APPROVED 2024-08-06 9 KA - Action a budget update v17.0 5/11/2024 Variation/Plan APPROVED 2024-10-25 change
10 KA - Action a budget update with funding 18/05/2025 Reassessment New May periods v1.0 APPROVED 2025-05-15 2025 11 KA - Action a plan approval case when 11/08/2024 Reassessment New Feb access is granted without pre-access 2025 information gathering v2.0 APPROVED 2024-08-08 12 KA - Add home modification capacity 28/07/2024 Reassessment building support v2.0 APPROVED 2024-07- 22 13 KA - Add medium term accommodation 11/08/2024 Reassessment (MTA) funding V6.0 DRAFT 2024-08-08 14 KA - Add minor home modification funding 28/07/2024 Reassessment V3.0 APPROVED 2024-07-22 15 KA - Add specialist disability 8/12/2024 Reassessment accommodation (SDA) funding v11.0 APPROVED 2024-11-28 16 KA - Apply custom distribution of funds in a 19/05/2025 Reassessment New May budget update v1.0 APPROVED 2025-05- 2025 19 17 KA - Apply default distribution of funds in a 18/05/2025 Variation/Plan New May budget update change 2025
18 KA - Apply default distribution of funds in a 18/05/2025 Reassessment New May plan approval case v1.0 APPROVED 2025- 2025 05-16
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19 KA - Apply the home and living decision in 8/12/2024 Reassessment PACE v7.0 APPROVED 2024-11-28 20 KA - Assign and review a plan change case 15/12/2024 Variation/Plan V9.0 APPROVED 2024-12-04 change
21 KA - Assign and review a plan change case 15/12/2024 Variation/Plan V9.0 APPROVED 2024-12-04 change
22 KA - Assign and review a plan change case 15/12/2024 Reassessment V9.0 APPROVED 2024-12-04 23 KA - Book and prepare for the plan meeting 11/08/2024 Reassessment v12.0 APPROVED 2024-07-30 24 KA - Book change or cancel a check-in 4/11/2024 Reassessment V9.0 APPROVED 2024-10-21 25 KA - Book change or cancel a check-in 4/11/2024 Check-in V9.0 APPROVED 2024-10-21 26 KA - Case permissions and routing - Plan 7/05/2024 Reassessment owned by Change case Permissions & Routing 27 KA - Change plan duration V8.0 4/11/2024 Variation/Plan APPROVED 2024-10-08 change
28 KA - Change plan duration V8.0 4/11/2024 Variation/Plan APPROVED 2024-10-08 change
29 KA - Change plan duration V8.0 4/11/2024 Reassessment APPROVED 2024-10-08 30 KA - Change the draft budget V14.0 6/11/2024 Reassessment APPROVED 2024-10-25
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31 KA - Check criteria for a replacement 14/10/2024 Reassessment support application V1.0 APPROVED 2024- 10-09 32 KA - Complete a desktop review before a 4/11/2024 Reassessment check-in v8.0 APPROVED 2024-10-24 33 KA - Complete a desktop review before a 4/11/2024 Check-in check-in v8.0 APPROVED 2024-10-24 34 KA - Complete a level 4 High Decision 31/03/2025 Reassessment new Mar Delegate (HDD) referral v1.0 APPROVED 2025 2025-03-27 35 KA - Complete a plan approval case when 22/12/2024 Reassessment you are unable to contact (UTC) a participant for a plan meeting v5.0 APPROVED 2024-08-2 36 KA - Complete a plan approval case when 22/12/2024 Check-in you are unable to contact (UTC) a participant for a plan meeting v5.0 APPROVED 2024-08-2 37 KA - Complete a s47 request to update a 28/07/2024 Variation/Plan participant’s goals, About Me and informal, change community and mainstream supports V1.0 APPROVAL 2024-07-16 38 KA - Complete a s47 request to update a 28/07/2024 Variation/Plan participant’s goals, About Me and informal, change community and mainstream supports V1.0 APPROVAL 2024-07-16 39 KA - Complete a s47 request to update a 28/07/2024 Reassessment participant’s goals, About Me and informal, community and mainstream supports V1.0 APPROVAL 2024-07-16
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40 KA - Complete an eligibility reassessment 2/10/2024 Reassessment referral v4.0 APPROVED 2024-09-19 41 KA - Complete the check-in summary v9.0 9/12/2024 Reassessment APPROVED 2024-10-21 42 KA - Complete the check-in summary v9.0 9/12/2024 Check-in APPROVED 2024-10-21 43 KA - Complete the next steps during a 4/11/2024 Reassessment check-in v11.0 APPROVED 2024-10-24 44 KA - Complete the next steps during a 4/11/2024 Check-in check-in v11.0 APPROVED 2024-10-24 45 KA - Completing the Personal 23/07/2024 Reassessment Environmental Circumstances case v6.0 APPROVED 2023-07-04 46 KA - Conduct the participant discussion 4/11/2024 Check-in during a discretionary overutilisation check- in v1.0 APPROVED 2024-10-24 47 KA - Conduct the plan meeting - Discuss 6/11/2024 Reassessment the proposed budget v5.0 APPROVED 2024-10-25 48 KA - Conduct the plan meeting - Discuss 5/11/2024 Reassessment the proposed budget v5.0 APPROVED 2024-10-25 49 KA - Confirm the purpose and attendees 4/11/2024 Check-in during a check-in V4.0 APPROVED 2024- 10-21 50 KA - Contact attempts and unable to 22/04/2024 Check-in contact in a check-in case V1.0 APPROVED 2024-03-25 51 KA - Contact attempts and unable to 4/11/2024 Reassessment contact in a plan approval case V3.0 APPROVED 2024-10-18
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52 KA - Contact attempts and unable to 22/04/2024 Variation/Plan contact in a plan change case V1.0 change APPROVED 2024-04-07 53 KA - Contact the participant to explain the 2/10/2024 Reassessment outcome of their eligibility reassessment v6.0 APPROVED 2024-09-19 54 KA - Contacting the complainant 11/04/2024 Reassessment owned by complaints 55 KA - Create a CEO initiated plan change 18/05/2025 Reassessment New May request v1.0 APPROVED 2025-05-15 2025 56 KA - Create a check-in case v4.0 17/06/2024 Check-in APPROVED 2024-05-28 57 KA - Create a participant plan change 9/12/2024 Variation/Plan request where the legislative type isn’t change specified V4.0 APPROVED 2024-11-27 58 KA - Create a participant plan change 8/12/2024 Reassessment request where the legislative type isn’t specified V4.0 APPROVED 2024-11-27 59 KA - Create a technical advice case V9.0 13/10/2024 Reassessment APPROVED 2024-10-08 60 KA - Create and submit a home and living 16/12/2024 Reassessment application v7.0 APPROVED 2024-12-02 61 KA - Determine disability-related health 16/12/2024 Reassessment supports and meal preparation supports V4.0 APPROVED 2024-12-09 62 KA - Develop a delegate level 5 (Del 5) 30/03/2025 Reassessment New Mar plan v1.0 APPROVED 2025-03-27 2025 63 KA - Discuss a participant plan change 4/11/2024 Variation/Plan request V3.0 APPROVED 2024-10-08 change
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64 KA - Discuss a participant plan change 4/11/2024 Reassessment request V3.0 APPROVED 2024-10-08 65 KA - Discuss funded supports V11.0 25/11/2024 Variation/Plan APPROVED 2024-11-11 change
66 KA - Discuss funded supports V11.0 25/11/2024 Variation/Plan APPROVED 2024-11-11 change
67 KA - Discuss funded supports V11.0 25/11/2024 Reassessment APPROVED 2024-11-11 68 KA - Discuss overutilisation with 4/11/2024 Check-in intermediary v1.0 APPROVED 2024-10-24 69 KA - EC Early intervention supports for 13/04/2025 Reassessment owned by early childhood guide (EC Guide) Children Services 70 KA - EC Early intervention supports for 5/02/2024 Reassessment owned by early childhood overview Children Services 71 KA - EC Guide – Check-in eligibility 3/10/2024 Reassessment owned by conversations for children younger than 6 Children with developmental delay Services 72 KA - EC Guide - Supporting children 5/02/2024 Reassessment owned by younger than 7 who are deaf or hard of Children hearing (including under the priority hearing Services stream) 73 KA - EC: PEC Carers - Support 5/02/2024 Reassessment owned by Coordination Children Services
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74 KA - Explain a plan change decision V3.0 23/06/2024 Variation/Plan 2024-06-19 change
75 KA - Explain NDIS surveys 3/10/2024 Reassessment 76 KA - Explain the purpose and outcomes of 9/12/2024 Reassessment a check-in V3.0 APPROVED 2024-11-28 77 KA - Explain the purpose and outcomes of 9/12/2024 Check-in a check-in V3.0 APPROVED 2024-11-28 78 KA - Explain the purpose and outcomes of 9/12/2024 Reassessment an enquiry V2.0 APPROVED 2024-11-28 79 KA - Finalise a revocation after an eligibility 19/01/2025 Reassessment New 19 reassessment v1.0 APPROVED 2025-01- January 14 2025 80 KA - Finalise and approve a budget update 9/12/2024 Variation/Plan V21.0 APPROVED 2024-11-20 change
81 KA - Finalise and approve a budget update 18/05/2025 Variation/Plan New May with funding periods change 2025
82 KA - Guide - Children living in statutory out- 11/08/2024 Reassessment of-home care V4.0 APPROVED 2024-08- 08 83 KA - Guide - Motor Neurone Disease V4.0 28/07/2024 Reassessment APPROVED 2024-07-22 84 KA - Guide - Respiratory supports V3.0 11/08/2024 Reassessment APPROVED 2024-08-08 85 KA - Guide – Transition to adulthood 30/06/2024 Reassessment checklist for participants living outside the family home v3.0 APPROVED 2024-06-20
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86 KA - Identify and escalate risks in a plan 22/04/2024 Variation/Plan change request v5.0 APPROVED 2024-04- change 18 87 KA - Identify and record a change in 3/10/2024 Check-in situation during a check-in V9.0 APPROVED 2024-08-22 88 KA - Identify risks and vulnerabilities V2.0 28/08/2023 Reassessment APPROVED 2023-08-07 89 KA - Identify risks and vulnerabilities V2.0 28/08/2023 Check-in APPROVED 2023-08-07 90 KA - IRT - Enacting a planning review 30/06/2024 Reassessment owned by decision Reviews Branch 91 KA - IRT - Miscategorised request 7/11/2024 Reassessment owned by Reviews Branch 92 KA - IRT - Planning request internal note 3/11/2024 Reassessment owned by templates Reviews Branch 93 KA - IRT - Request for further information 30/06/2024 Reassessment owned by free text templates and examples Reviews Branch 94 KA - IRT - Weighing evidence of disability 5/02/2024 Reassessment owned by Reviews Branch 95 KA - IRT - What will be considered as part 1/07/2024 Reassessment owned by of an internal review Reviews Branch
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96 KA - Make a plan change decision v8.0 6/12/2024 Variation/Plan APPROVED 2024-10- change
97 KA - Make a plan change decision v8.0 6/12/2024 Variation/Plan APPROVED 2024-10- change
98 KA - Make a plan change decision v8.0 6/12/2024 Reassessment APPROVED 2024-10- 99 KA - Make a referral v5.0 APPROVED 17/03/2024 Variation/Plan 2024-03-05 change
100 KA - Make a referral v5.0 APPROVED 18/03/2024 Check-in 2024-03-05 101 KA - Make fund management decision 23/12/2024 Variation/Plan V14.0 APPROVED 2024-12-20 change
102 KA - Make fund management decision 23/12/2024 Variation/Plan V14.0 APPROVED 2024-12-20 change
103 KA - Make fund management decision 23/12/2024 Reassessment V14.0 APPROVED 2024-12-20 104 KA - Navigate conversations about life- 11/09/2024 Reassessment limiting conditions V3.0 APPROVED 2024- 08-08 105 KA - Notify the participant about an 15/09/2024 Reassessment eligibility reassessment V6.0 APPROVED 2024-09-06 106 KA - Prepare to submit a plan change 25/11/2024 Variation/Plan request v10.0 APPROVED 2024-11-21 change
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107 KA - Prepare to submit a plan change 24/11/2024 Reassessment request v10.0 APPROVED 2024-11-21 108 KA - Progress a plan change (s47A and 22/11/2024 Variation/Plan s48) request over 21 days V6.0 change APPROVED 2024-11-21 109 KA - Progress a plan change (s47A and 22/11/2024 Variation/Plan s48) request over 21 days V6.0 change APPROVED 2024-11-21 110 KA - Progress a plan change (s47A and 22/11/2024 Reassessment s48) request over 21 days V6.0 APPROVED 2024-11-21 111 KA - Quality check an eligibility 19/01/2025 Reassessment New 19 reassessment decision before it is finalised January V1.0 APPROVED 2025-01-14 2025 112 KA - Record an address for a child V3.0 6/05/2024 Reassessment APPROVED 2024-04-29 113 KA - Record and action a request for a 6/11/2024 Reassessment budget breakdown V3.0 APPROVED 2024- 11-06 114 KA - Record check-in frequency and 2/10/2024 Reassessment supporting notes during implementation v7.0 APPROVED 2024-09-26 115 KA - Record check-in frequency and 2/10/2024 Check-in supporting notes during implementation v7.0 APPROVED 2024-09-26 116 KA - Record risks and vulnerabilities during 28/08/2023 Check-in a check-in V1.0 APPROVED 2023-08-07 117 KA - Record the budget and funded 2/10/2024 Check-in supports during a check-in v8.0 APPROVED 2024-10-02
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118 KA - Record the check-in preparation v3.0 3/11/2024 Reassessment APPROVED 2024-10-24 119 KA - Record the check-in preparation v3.0 3/11/2024 Check-in APPROVED 2024-10-24 120 KA - Support a person who is relocating 5/02/2024 Reassessment v2.0 APPROVED 2023-10-12 121 KA - Understand and check plan comments 8/12/2024 Reassessment v4.0 APPROVED 2024-11-28 122 KA - Understand and choose the right plan 15/12/2024 Variation/Plan change request v7.0 APPROVED 2024-12- change 09 123 KA - Understand and choose the right plan 15/12/2024 Variation/Plan change request v7.0 APPROVED 2024-12- change 09 124 KA - Understand and choose the right plan 15/12/2024 Reassessment change request v7.0 APPROVED 2024-12- 09 125 KA - Understand and talk about a plan 8/12/2024 Reassessment continuation v5.0 APPROVED 2024-12-03 126 KA - Understand and talk about a plan 8/12/2024 Check-in continuation v5.0 APPROVED 2024-12-03 127 KA - Understand and talk about when a 8/12/2024 Reassessment plan is automatically continued (plan auto- extension) V1.0 APPROVED 2024-12-03 128 KA - Understand and talk about when a 8/12/2024 Check-in plan is automatically continued (plan auto- extension) V1.0 APPROVED 2024-12-03
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129 KA - Understand and update the plan 5/11/2024 Variation/Plan conversation support tool V9.0 APPROVED change 2024-11-01 130 KA - Understand and update the plan 5/11/2024 Variation/Plan conversation support tool V9.0 APPROVED change 2024-11-01 131 KA - Understand and update the plan 5/11/2024 Reassessment conversation support tool V9.0 APPROVED 2024-11-01 132 KA - Understand behaviour support v9.0 2/10/2024 Reassessment APPROVED 2024-09-30 133 KA - Understand capacity building 3/11/2024 Reassessment employment supports V7.0 APPROVED 2024-10-22 134 KA - Understand check-in frequency v3.0 11/10/2023 Check-in APPROVED 2023-08-07 135 KA - Understand disability-related health 15/12/2024 Reassessment supports – core supports V5.0 APPROVED 2024-12-09 136 KA - Understand funding periods v1.0 18/05/2025 Reassessment New May APPROVED 2025-05-16 2025 137 KA - Understand how to support a 15/09/2024 Reassessment participant when they are going overseas v2.0 APPROVED 2024-09-02 138 KA - Understand overutilisation risk 3/11/2024 Reassessment indicators and support strategies v1.0 APPROVED 2024-10-24 139 KA - Understand overutilisation risk 3/11/2024 Check-in indicators and support strategies v1.0 APPROVED 2024-10-24
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140 KA - Understand self-care and community 3/10/2024 Reassessment access supports v7.0 APPROVED 2024- 09-30 141 KA - Understand streamlined planning v5.0 6/05/2024 Variation/Plan Approved 2024-05-02 change
142 KA - Understand streamlined planning v5.0 6/05/2024 Reassessment Approved 2024-05-02 143 KA - Understand supports for a participant 2/10/2024 Reassessment with a life-limiting condition 144 KA - Understand the draft budget v6.0 12/08/2024 Reassessment APPROVED 2024-08-08 145 KA - Understand the draft budget v6.0 11/08/2024 Reassessment APPROVED 2024-08-08 146 KA - Understand transport supports v5.0 2/10/2024 Reassessment APPROVED 2024-10-02 147 KA - Understand types of check-ins V7.0 15/12/2024 Reassessment APPROVED 2024-12-09 148 KA - Understand types of check-ins V7.0 15/12/2024 Check-in APPROVED 2024-12-09 149 KA - Understand work and study supports 3/11/2024 Reassessment V4.0 APPROVED 2024-10-28 150 KA - Update About Me information during a 23/10/2023 Reassessment check-in V3.0 APPROVED 2023-11-22 151 KA - Update About Me information during a 23/10/2023 Check-in check-in V3.0 APPROVED 2023-11-22 152 KA - Update goals during a check-in V7.0 23/10/2023 Check-in APPROVED 2023-11-22
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153 KA - Update informal community and 28/08/2023 Check-in mainstream supports during a check-in V1.0 APPROVED 2023-08-07 154 KA - Update relationships during a check-in 9/12/2024 Check-in V9.0 APPROVED 2024-11-26 155 KA - Update the plan conversation support 2/10/2024 Reassessment tool as an accessible technology user v1.0 APPROVED 2024-09-30 156 KA - Update the reassessment date in a 14/10/2024 Variation/Plan participant budget update V7.0 change APPROVED 2024-10-08 157 KA - Update the reassessment date in a 14/10/2024 Variation/Plan participant budget update V7.0 change APPROVED 2024-10-08 158 KA - Update the reassessment date in a 14/10/2024 Reassessment participant budget update V7.0 APPROVED 2024-10-08 159 KA - When to refer the participant for an 2/10/2024 Reassessment eligibility reassessment v6.0 APPROVED 2024-09-19 160 KA - Withdraw a plan change request v3.0 4/11/2024 Variation/Plan APPROVED 2024-10-18 change
161 KA - WP05-58- Understand and view plan 28/07/2023 Variation/Plan change decision letters v2.0 APPROVED change 2023-09-27 162 OG – Creating your plan v10.0 APPROVED 3/10/2024
- EXTERNAL 2024-10-03 163 OG - Your Plan v10.0 - APPROVED - 24/09/2024 EXTERNAL 2024-09-24
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