DOCUMENT 8 FOI 24/25-1942
Add or remove in-kind supports SGP KP Publishing
Exported on 2025-05-11 23:56:45
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Table of Contents
1 Recent updates …………………………………………………………………………………………………….. 4 2 Before you start …………………………………………………………………………………………………….. 5 3 Use the In-Kind Report ………………………………………………………………………………………….. 6 3.1 Access the In-Kind Report …………………………………………………………………………………….. 6 4 Add in-kind supports …………………………………………………………………………………………….. 8 5 Remove in-kind supports ………………………………………………………………………………………. 9 6 Next steps …………………………………………………………………………………………………………… 11
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This article provides guidance for a planner delegate, local area coordinator or early childhood partner to:
• use the In-Kind Report • add in-kind supports • remove in-kind supports.
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1 Recent updates
24 February 2025 Guidance updated to: • replace links with new articles Change the draft budget and Action a budget update • update information on phasing out current in-kind supports and operation • update language in-line with legislation updates.
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2 Before you start
You’ve read and understood:
• article Guide – In-kind • the In-kind intranet page • article Change the draft budget • article Action a budget update • Our Guideline – Reasonable and necessary supports (external) • Our Guideline – Changing your plan (external).
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3 Use the In-Kind Report
It’s important to check if the participant is receiving in-kind supports. You’ll need to consider these supports as part of the NDIS funding criteria when you review the participant’s NDIS supports.
The In-Kind Report in PANDA Live provides information about participants who currently access in-kind supports. It also includes details of the supports they receive. The Commonwealth, state and territory governments regularly update the In-Kind Report to reflect current participant and program information. You should check the report at each plan change. You’ll need to check for any changes and identify if any in-kind supports were included in the participant’s previous plan.
When you talk to the participant, use the information in the In-Kind Report to confirm they receive supports from an in-kind program. The In-Kind Report allows you to search for a participant and will help you understand what in-kind programs they currently receive.
Since 1 July 2024, there are three in-kind programs still operating:
• Personal Care in Schools (all of Australia) • School Transport Programs (all of Australia) • Staffed Residential Services (Western Australia only)
To learn more about in-kind programs and when they’re due to phase out, go to the In-kind intranet page.
After the in-kind programs phase out, participants will use their NDIS plan funding to pay for their NDIS supports. This is just like any of their other NDIS supports.
You can identify the participant’s in-kind program from PANDA Live – In-Kind Report. You’ll then use this information to add or review these supports in the participant’s NDIS plan in PACE.
3.1 Access the In-Kind Report
You can access the In-Kind Report from the NDIS reporting platform PANDA Live.
Access to the In-Kind Report is available to all staff and partners who have access to PANDA Live.
To identify if a participant is accessing in-kind supports:
- From the NDIS Intranet home page, select the NDIS PANDA and PANDA Live link.
- Select Open PANDA Live.
- Select Report Catalogue.
- Under Filter Results, select the PLATFORM drop-down menu, then select PANDA Live.
- Under Browse Reports, select In-Kind Listing and then select VIEW REPORT.
Note: the In-Kind Report contains a large volume of data. Please allow time for the
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report to display.
- When the In-Kind Report details display, enter the participant’s name or NDIS number in the REFINE RESULTS search bar. The In-Kind Report will search automatically.
These tips may help your search:
o The search bar isn’t case sensitive. o You can search for the participant’s details using either their NDIS number, first name, first and last name or last name. o For the most effective results, search by the participant’s full name or NDIS number. o All fields containing the search criteria will display in the search result. For example, searching for ‘VIC’ will display all participants with state ‘VIC’ and participants with ‘VIC’ in their name. o The search result defaults to all service providers, all programs and all states and territories. To refine your search, select the specific Service Provider, Program or State or Territory from the drop-down option for each category.
- The participant’s in-kind support items identified by state or territory will display.
- If the participant receives multiple supports items from the in-kind program, or receives support from many in-kind programs, these will display on several rows.
- Note the participant’s in-kind support details, including the state or territory, support type and in-kind program name. You’ll need this information to update their information in PACE.
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4 Add in-kind supports
Before you add in-kind supports to a participant’s plan:
• review the In-Kind Report for the participant’s in-kind information • determine the phase out date for the in-kind program in the participant’s state or territory. For more information go to In-kind intranet page • create a Plan-Change case. Use article Prepare to submit a plan change request.
In-kind support categories will sit alongside each funded support category, except for recurring transport. For example, Assistance with Daily Life- In-Kind. They’re listed in a participant’s NDIS plan to show a level of funding. This is to help with the transition away from in-kind supports. The key principles for in-kind are:
• no claims can be made against these budgets • no providers can be paid against these budgets.
You can use a Plan Change case, Participant Budget Update case or Plan Approval case to add an in-kind support to an existing plan. The steps will differ depending on the case you’re in.
For:
• Plan Change case or Participant Budget Update, go to article Action a budget update. Follow the steps in section Add a new support category • Plan Approval case, go to article Change the draft budget. Follow the steps in section Add a support category.
Note: make sure funding for the support isn’t duplicated. For example, funding generated in the typical support package (TSP) and added as in-kind.
In-kind supports must be Agency-managed because they’ve been pre-paid. In the Support Category Fund Management Settings, the default for Budget Type will be Stated. In Fund Management Type, this field will be locked to In-Kind.
The Commonwealth and each state or territory will notify the NDIA when an in-kind program arrangement ends. The participant can then choose to continue with a registered NDIS provider. Or they can explore options to engage a plan manager or self-manage the support.
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5 Remove in-kind supports
A participant can request to stop using their in-kind provider at any time. If the participant requests to stop using an in-kind service provider during their plan, please email s22(1)(a)(ii) - irrelevant material for support.
If the participant can stop using their in-kind provider, you must identify how to include the in- kind supports in their plan. This is to make sure the participant can still access the supports they need.
If the participant needs to continue using their existing in-kind provider, you must notify the participant or their authorised representative of the decision. Explain why the in-kind provider is considered the most effective and efficient provider for the supports. Record this information and any other details of your conversation. The participant can request a review of their plan at any time, this includes in-kind supports or in-kind providers specified in their plan.
To learn more about recording your discussions with the participant, go to article Log an activity or internal note.
You can remove a support category when the evidence shows the support:
• doesn’t meet NDIS funding criteria • isn’t needed by the participant. This may include Capital supports that were funded in previous plans • needs to be recorded as in-kind, direct commissioning or periodic support.
You’ll need to understand:
• if the in-kind support end date is on or before the program phase out date, no action is needed. The in-kind support will be end-dated automatically • if the in-kind support end date is after the program phase out date, you need to remove the in-kind support. This occurs on the date the in-kind support program phased out. You must identify and add a new support category to make sure the participant continues to receive these supports in their plan.
In these situations, create a Plan Change case to remove the in-kind support from the participant’s current plan. Go to article Prepare to submit a plan change request.
You can remove in-kind supports from a Participant Budget Update, Plan Change or Plan Approval case. The steps will differ depending on the case you’re in.
For:
• Participant Budget Update or Plan Change case, go to article Action a budget update. Follow the steps in section Add a new support category • Plan Approval case, go to article Change the draft budget. Follow the steps in section Add a support category.
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Record your reason for removing the support category in the Handover Notes tab. To learn more, go to article Add handover notes for a plan approval case. If you’ve declined a participant requested support, you need to record a declined support. To learn more, go to article Record a declined support.
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6 Next steps
If you’re in the Plan Approval case, record this information in the Plan meeting notes. To learn how to complete plan meeting notes, go to article Add plan meeting notes.
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