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Change plan duration

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DOCUMENT 10 FOI 24/25-1942

Change plan duration SGP KP Publishing

Exported on 2025-05-11 23:54:58

Page 129 of 173

FOI 24/25-1942 SGP KP Publishing – Change plan duration

Table of Contents

1 Recent updates …………………………………………………………………………………………………….. 4 2 Before you start …………………………………………………………………………………………………….. 5 3 Change plan duration ……………………………………………………………………………………………. 6 4 Plans less than 12 months in duration …………………………………………………………………… 7 5 Next Steps …………………………………………………………………………………………………………….. 8

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FOI 24/25-1942 SGP KP Publishing – Change plan duration

This article provides guidance for a planner delegate, planner (non-partnered area), external review officer or a compensation delegate to change plan duration.

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FOI 24/25-1942 SGP KP Publishing – Change plan duration

1 Recent updates

3 April 2025 Compensation added to justification options for less than 12 months plan duration.

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FOI 24/25-1942 SGP KP Publishing – Change plan duration

2 Before you start

You’ve read and understood:

• Our Guideline – Creating your plan (external) • Our Guideline – Changing your plan (external).

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FOI 24/25-1942 SGP KP Publishing – Change plan duration

3 Change plan duration

All plans including first plans, scheduled and unscheduled reassessments, must be 12 months (1 year) or less until PACE is updated to enable funding periods. The funding period will be applied to the Total Funding Amount of the participant’s plan and will be the same length as the plan duration until PACE is updated.

Note: This includes plans that are assessed as meeting streamlined planning high confidence criteria.

If this is the participant’s first plan, PACE will automatically set the plan for 12 months. If the plan already has a 12-month duration, continue reading from Next steps in this article.

For plans with less than 12 months duration, go to section Plans less than 12 months in duration in this article.

For plans with more than 12 months duration, in the Plan Approval case:

  1. Select the Draft Budget tab.
  2. Select Change Plan Duration.
  3. Select Plan Duration Years and Plan Duration Months.
  4. At Justification, select Participant’s first plan from the drop-down list.

Note: Until PACE is updated to include funding periods, you’ll have to select this option for all plans.

  1. Add your justification in the Additional Details. Explain why you’ve selected a particular plan duration. Article Add budget justifications provides guidance on why we record justifications and free text guidelines.

Note: As part of your justification you’ll need to note a 1 year plan duration was selected due to current system limitations and requirements for plan duration to equal the funding period for this plan.

  1. Select Save.
  2. When you make plan duration changes, PACE will automatically:
  3. update support category budgets with regular instalments
  4. change the plan reassessment date, which will print on the participant’s plan.

Note: If the participant has a Recurring Transport support category, you need to change the support category budget amount.

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FOI 24/25-1942 SGP KP Publishing – Change plan duration

4 Plans less than 12 months in duration

There will be limited situations where you’ll need to reduce the plan duration for less than 12 months. This includes Administrative Review Tribunal (ART) orders and transition back to compensation statutory schemes. This is for plans between 1 month and 11 months in duration.

These steps are for a plan reassessment. For steps to reduce the plan duration as part of a plan variation, go to article Update the reassessment date in a participant budget update.

In the Plan Approval case:

  1. Select the Draft Budget tab.
  2. Select Change Plan Duration.
  3. Select Plan Duration Years and Plan Duration Months.

Note: The new reassessment date must be at least 1 month after the last plan approval date. You’ll receive an error if the date is less than one month from the last approval date.

  1. At Justifications drop-down list, if you’re reducing the plan duration based on:

o an ART order, select Plan duration set based on AAT order o the participant transitioning back to a compensation statutory scheme, select Compensation.

  1. Enter Additional Details about your justification in the free text field.
  2. Select Save.

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FOI 24/25-1942 SGP KP Publishing – Change plan duration

5 Next Steps

  1. If you need to continue adding supports to the budget, go to article Change the draft budget.
  2. If you’re ready to progress to a plan meeting, go to article Book and prepare for the plan meeting.

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