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Create and submit a home and living application

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DOCUMENT 6

Create and submit a home and living application

SGP KP Publishing

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SGP KP Publishing – Create and submit a home and living application

Table of Contents

  1. Recent updates …………………………………………………………………………………………………….. 4
  2. Before you start …………………………………………………………………………………………………….. 5 2.1 For a change of circumstances or request for internal review ……………………………………. 5 2.2 National Access and Reassessment Branch reassessment officers or Reviews Branch review officers ……………………………………………………………………………………………………………….. 5 2.3 For plan reassessments ……………………………………………………………………………………. 5
  3. Understand when not to create a home and living application ………………………………… 6
  4. Understand when to create and submit a home and living application ……………………. 7
  5. Understand evidence to support a home and living application …………………………… 8 5.1 Understand evidence to support a change to current home and living supports …………… 8
  6. Create and submit a home and living application …………………………………………. 9 6.1 Create a housing application case ……………………………………………………………………… 9 6.2 Complete the Before you Start information ……………………………………………………….. 9 6.3 Complete the Housing Goal Confirmation information …………………………………………. 10 6.4 Complete the Participant’s Application Information …………………………………………. 10 6.5 Complete the Participant’s Care and Support Requirements …………………………… 11 6.6 Complete Additional Information and Supporting Documents information …………………. 11 6.7 Add or link documents ……………………………………………………………………………………. 13 6.7.1 Link documents ……………………………………………………………………………………………………. 13 6.7.2 Add documents ……………………………………………………………………………………………………. 13 6.8 Submit a home and living application ……………………………………………………….. 13
  7. Notify planning the home and living application is complete …………………………… 15
  8. Next steps ………………………………………………………………………………………………….. 16

Table of Contents – 2

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SGP KP Publishing – Create and submit a home and living application

This article provides guidance for a planner delegate, review officer, national reassessment delegate or participant support officer to:

  • understand when not to create a home and living application
  • understand when to create and submit a home and living application
  • understand evidence to support a home and living application
  • create and submit a home and living application
  • notify planning the home and living application is complete.

Note: on some screens in PACE a home and living application is also called a housing application.

Recent updates – 3

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SGP KP Publishing – Create and submit a home and living application

1 Recent updates

3 April 2025 Link to Guide – Behaviour support has been removed, as it’s now replaced with guidance in Our Guideline – Behaviour support.

Recent updates – 4

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SGP KP Publishing – Create and submit a home and living application

2 Before you start

You have read and understood:

  • Requesting home and living supports (external)
  • Mandatory Home and Living Referral Criteria on the Home and Living intranet page
  • Our Guideline – Individualised living options (external)
  • Our Guideline – Behaviour support (external)
  • Our Guideline – Specialist Disability Accommodation (external)
  • Our Guideline – Short Term Accommodation or Respite (external)
  • Our Guideline – Medium term accommodation (external)
  • Our Guideline – Supported Independent Living (external)
  • Our Guideline – Home modifications (external).

2.1 For a change of circumstances or request for internal review

  • check if the participant needs to change their home and living supports
  • check they have submitted a change of details or change of situation form (external) or
  • they have requested a review of a home and living outcome.

2.2 National Access and Reassessment Branch reassessment officers or Reviews Branch review officers

  • review either the change of circumstance form or request for internal review form
  • create the home and living application when you accept the request.

2.3 For plan reassessments

  • talk to the participant and the people who support them about their home and living situation
  • include the participant’s home and living goal in their plan.

Before you start – 5

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SGP KP Publishing – Create and submit a home and living application

3 Understand when not to create a home and living application

Don’t create a home and living application if the participant:

  • doesn’t meet the mandatory referral criteria for home and living supports
  • hasn’t given us the correct evidence
  • can have their home and living support needs met without a home and living application
  • doesn’t understand a home and living recommendation we have made. Go to article Record sending explanation of decision letter in an enquiry case
  • requests a recalculation of home and living supports. Go to article Create a plan reassessment (s48) request.

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SGP KP Publishing – Create and submit a home and living application

4 Understand when to create and submit a home and living application

Before you create a home and living application, talk to the participant about their home and living options. Learn more about home and living supports (external).

If the participant does want to make a home and living application, they will need to meet one or more of the Mandatory Home and Living Referral Criteria. The Mandatory Home and Living Referral Criteria are on the home and living intranet page.

The home and living intranet page will help you understand the evidence they need to give us. You should also look at the article Support a participant requesting home and living supports.

Look at any previous home and living supports and recommendations. This includes any previous specialist disability accommodation (SDA) amount and recommendation.

To learn more about evidence when requesting home and living supports for the first time and to change current home and living supports, go to Requesting home and living supports (external). You will need to upload supporting evidence to the participant’s record.

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SGP KP Publishing – Create and submit a home and living application

5 Understand evidence to support a home and living application

Evidence to support an application should be from an allied health professional and be recent and relevant.

If the participant is requesting home and living supports for the first time, the evidence needs to explain:

  • the participant’s daily support and housing needs
  • how often and when they need the support each day
  • the participant’s functional capacity and the impact on their daily life and housing needs
  • the other home and living options the participant has explored and why they don’t meet their disability-related support needs.

5.1 Understand evidence to support a change to current home and living supports

To change the home and living supports already in a participant’s plan, the evidence needs to:

  • be dated since the last NDIS plan was approved
  • explain the significant changes to the participant’s daily support and housing needs
  • explain any new things the participant can and can’t do for themselves
  • explain the changes to the participant’s functional capacity and the impact on their daily life and housing needs.

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SGP KP Publishing – Create and submit a home and living application

6 Create and submit a home and living application

When you receive a home and living application from a participant or their authorised representative, you need to create and submit a housing application case in PACE.

The home and living team will look at the information you provide in the home and living application. They’ll use this information to make the home and living recommendation.

It’s important to provide accurate information and details in the home and living application. This will help to avoid delays when we decide on a home and living recommendation for a participant.

6.1 Create a housing application case

  1. From the Person Account, select Cases.

    Note: for review officers, don’t create the case from the Person Account.

  2. From the Internal Review Case, at the Case Action Bar, select Housing Application Case. Then select Create Case.

  3. From the Cases tab, select New.

  4. At the New Case screen, select Housing Application.

  5. Select Next.

  6. At New Case: Housing Application, use the default settings that have been prepopulated.

  7. Select Save.

6.2 Complete the Before you Start information

  1. Select the Assessment tab.

  2. At Before you Start, select Yes at Is a Home and Living Application required? If you select No, you won’t be able to continue with the Home and Living Application.

  3. Select Yes at Notify planning of Home and Living Application? The planner delegate assigned to the plan approval case will receive a notification that says Home and Living application in progress. Please don’t work on the plan approval case until the home and living application is complete. A banner will also appear on the plan approval case with the same message.

  4. Add key information to the Application Summary free text field. This provides important information for the home and living team to consider when they assess the application. You should include all information about supports the participant is requesting and what their current supports and living situation looks like.

  5. Select Next.

    Note: if you need to change the Notify Planning selection later, you can edit this in the Application record. You can open the application from the Assessment tab in the Housing Application case.

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SGP KP Publishing – Create and submit a home and living application

6.3 Complete the Housing Goal Confirmation information

At Housing Goal Confirmation:

  1. Select Yes or No at Does the participant have an urgent housing need? For example, select Yes if the participant is at risk of homelessness or losing the support of a parent due to them entering age care.
  2. Select Yes or No at To meet their housing goal, does the participant need to relocate?
  3. Select Yes or No at Can the participant remain in their current home? For example, the participant wants to remain living in their own home but needs an increase of support.
  4. Select Next.

6.4 Complete the Participant’s Application Information

To avoid any issues with the application, make sure you consider all questions carefully. Only select the options relevant to the participant’s situation. We use this information to decide the outcome of the application.

At Participant’s Application Information:

  1. Select Yes or No at Has the participant’s current living situation and future needs been discussed and recorded in CRM? Note: in SAP CRM look at interactions or planning notes to find this information. In PACE check the plan conversation support tool or the Details tab.

  2. Select Yes or No at Is the participant automatically eligible for SDA due to their living status when they transitioned into NDIS?

  3. Select Yes or No at Has the participant been previously assessed for SDA by the Panel?

    Note: this can also be called a complex assessment meeting (CAM). To find this in PACE look at the Decision tab and the Housing tab. You can also check the inbound documents and interactions in SAP CRM for a home and living outcome.

    • If Yes, go to steps 4 and 5.
    • If No, go to step 6.

  4. At Current SDA amount add the funding amount in the free text field. You can find the current SDA funding amount in the approved plan details. Please make sure you use the SDA calculator to apply indexation.

  5. At Current SDA decision add relevant recommendation details in the free text field. For example, add why the recommendation was approved or denied.

  6. At What is the reason for submitting this application? select the relevant option.

    • If The participant is currently in hospital, soon to be discharged is selected, go to step 7.
    • If The participant is currently in a justice facility, soon to be released is selected, go to step 7.

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SGP KP Publishing – Create and submit a home and living application

  • If no option or any of the other relevant options are selected, go to step 8.

  1. At What is the participant’s discharge status? select the relevant option.

    Note: a release plan from the justice facility or a discharge letter will be provided by the participant. The discharge letter will provide relevant information to help you understand their hospital discharge status. For example, the discharge date. You can check inbound documents in SAP CRM or Documents in PACE for this letter.

  2. At Which Home and Living Support/s would the participant like to be considered for in this application? select the relevant options.

  3. At What are the participant’s preferred living arrangements? select the relevant option.

  4. At What is the participant’s preferred home location? select the location area from the drop-down options.

    Ask the participant where they would like to live. The participant can tell you a location that’s different to their current home. It’s important to get this information right as it could change the home and living amount. For example, the SDA amount.

  5. Select Next.

6.5 Complete the Participant’s Care and Support Requirements

Note: if you select Yes in the below steps, you must provide supporting documents. For example, assessments, reports or other documents. These must clearly show how they relate to the statements in this section of the application.

Use the information from the participant’s functional capacity assessment or positive behaviour support plan. They will help you to select the relevant options.

At Participant’s Care and Support Requirements:

  1. At Mobility, select Yes or No for each statement.
  2. At Self care, select Yes or No for each statement.
  3. At Social interaction / Community access, select Yes or No for each statement.
  4. At Communication, select Yes or No for each statement.
  5. At Self management, select Yes or No for each statement.
  6. At Behaviours of Concern, select Yes or No for each statement.
  7. Select Next.

6.6 Complete Additional Information and Supporting Documents information

At Additional Information and Supporting Documents:

  1. Select the relevant option from the drop-down at TAB advice.

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  • If you’re waiting on or have received advice from Technical Advice and Practice Improvement Branch (TAPIB), select the option that reflects the status.
    • If you’re not waiting on TAPIB advice, select None.

  1. At Will this application require or likely require Delegation Level 5 plan approval (Annualised plan value greater than $1M)? select Yes or No.

    Look at the previous approved plan and note the amount that was approved. Add the approved funding with the new supports, to determine if the value will be greater than $1M. If the plan is for over one year, remember to calculate per year, not the whole plan amount.

  2. At Is the participant identified in CRM (or in PACE) as a current CSN participant? select Yes or No. Select Yes if they’re assigned to a complex planner.

    Note: this step is for participants transferring from SAP CRM to PACE.

  3. At Is there a reason for prioritisation? select the relevant option from the drop-down. Consider if there’s a reason for prioritisation:

  • If Yes, select the option that reflects the reason for the prioritisation. Go to step 5.
  • If No, select None. Go to step 6.
  1. At Prioritisation Comment, record reasons why the application should be prioritised. For example, the participant is at risk of losing the support of an informal carer.
  2. At Application Source, select the relevant option. This will record the pathway the application was received from.
  • If Accepted Change of Circumstances (s48) is selected, go to step 7.
  • If Accepted Review of Reviewable Decision (s100) is selected, go to step 7.
  • If Agency Initiated Plan Review (AIPR) is selected, go to step 8.
  • If Scheduled Plan Review is selected, go to step 8.
  1. Complete the Review Request Date. Enter the:
  • Review Request date day (DD)
  • Review Request date month (MM)
  • Review request date year (YYYY).
  1. At Required Supporting Evidence, input all relevant information in the free text field. Include a list of the evidence documents you will upload and the reason they were requested. Note: the following supporting evidence is needed for this application:
  • Functional Capacity Assessment. Learn more in article Understand functional capacity assessments.
  • Positive Behaviour Support Plan. Learn more in Our Guideline – Behaviour support (external).

To add or link supporting evidence for this application:

  • go to Link documents if they’ve already been uploaded to a person account
  • go to Add documents if they aren’t on the person account.
  1. Select Link Documents.
  2. Select the checkbox next to the Document Name you want to link to the home and living case.
  3. Select Link. Check the document you want to link to the case is correct.
  4. Select Close.
  5. Select Finish when you have linked all the relevant documents.

6.7.2 Add documents

  1. Select Add Documents.
  2. Select the relevant option from the Please select a Document Category drop-down.
  3. Select the relevant option from the Please select a Document SubCategory drop- down.
  4. Select the relevant option from the Does the document contain any Personal identifiable information (PII)? drop-down.
  5. At Description, add information about the document you’re uploading.
  6. Select Next.
  7. Select Upload Files. Select the relevant file from the saved documents in your personal computer (PC).
  8. Select Open.
  9. Select Save.
  10. Select Close to return to the case.

6.8 Submit a home and living application

  1. At Additional Information and Supporting Documents review the housing application. Make sure the information is correct. Check all relevant evidence or documents are uploaded.

  2. Select the Details tab.

  3. In the Additional Information section, add key information to the Description free text field. The Home and Living team will consider this information to decide the supports the participant needs and the escalation priority. Include a summary of:

    • the home and living supports the participant is requesting
    • the participant’s current supports
  • the participant’s current living situation for example, discharging from hospital, breakdown of critical supports.

  1. The Prioritisation Comment and Prioritisation Reason will automatically populate here when you submit the case, if you entered this information in the Additional Information and Supporting Documents step.

  2. Select the Assessment tab.

  3. Select Submit. Application submitted will display. Select Done.

    Note: for review officers, assign the Housing Application case to yourself and continue with the review. Use article View and update a home and living application.

7 Notify planning the home and living application is complete

Once you select Notify Planning, the Draft Budget tab in the Plan Approval case will show a banner. The banner will say The participant has a home and living application in progress. Please don’t work on the plan approval case until the home and living application is complete.

When the home and living application is completed, the banner will automatically be removed.

You can remove the banner manually in an active housing application without notifying planning. For example, if the planner delegate doesn’t need to know about the outcome. Then follow these steps:

  1. Open the Housing Application case.
  2. From the Details tab, deselect the Notify Planning checkbox.
  3. Select Save.

A notification will also be sent to the plan approval case owner that says Home and Living application is complete. Please review before proceeding with a plan approval case.

8 Next steps

For information on how to view a home and living application or recommendation, go to article View and update a home and living application.