NDIA Accountability Project

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Complete a plan reassessment (full)

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Complete a plan reassessment (full)

The contents of this document are OFFICIAL.

This Standard Operating Procedure (SOP) will help you conduct a participant requested or CEO-initiated plan reassessment (full).

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ndis Standard Operating Procedure

For Internal Use Only

2. Checklist

Pre-requisites

For all plan reassessments (full):

  • you have read Our Guideline — Changing your plan
  • a participant requested or CEO-initiated plan review (full) application has been initiated in the System
  • the Appointment reminder letter was sent to the participant
  • the participant has been informed they can provide evidence for their supports at the planning meeting.

You have:

  • reviewed the participant’s preferred method of communication
  • checked if the participant has a matter before the Administrative Appeals Tribunal (AAT). Follow the Alert information and contact the legal team at AAT Applications to obtain instructions on how to proceed
  • checked if the participant has an active internal review (s100) request. If they do, you have contacted the Internal Review Officer for how to proceed
  • obtained and reviewed any assessments and outcome reports for the participant
  • read and understood the Participant Experience Delivery (PED) Key Performance Indicators (KPIs) and you are complying with the PED KPI and target relevant to this task
  • reviewed the Participant Service Guarantee and are complying with the response timeframe related to your task

For CEO-initiated plan reassessments (full) which started within 100 days of the plan reassessment date:

  • the pre-check for the plan reassessment check-in has been completed
  • the plan reassessment check-in is underway using the Standard Operating Procedure — Complete CEO-initiated plan review check-in within 100 days of plan review date.

For participant requested or Agency initiated reassessments (full) which started more than 100 days of the plan reassessment date:

  • the participant is aware of the plan reassessment process

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Standard Operating Procedure

For Internal Use Only

Checklist

  • ☐ the participant was sent the Letter – Plan reassessment confirmation (Agency initiated) for a CEO-initiated reassessment more than 100 days from the plan reassessment date.
  • ☐ a National Reassessment Officer (NRO) delegate has made a decision on a Participant Review Request (PRR) resulting in a participant requested plan reassessment. You have read any notes or interactions in the Plan Review Request.

Actions

  • 3.1 Prepare for the plan reassessment (full)
  • 3.2 Complete Pre-Planning tasks
  • 3.3 Complete Planning tasks
  • 3.4 Next steps

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Standard Operating Procedure

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Standard Operating Procedure

For Internal Use Only

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3.2 Complete Pre-Planning tasks

When the review application is initiated, new Pre-Planning tasks will be automatically created to develop the new plan. Review and update the Pre-Planning tasks so you have a good understanding of the participant’s current supports, needs and progress towards their goals.

  1. From the NDIS Account select Disabilities.
  2. Review the participant’s primary disability and any secondary disabilities. The primary disability must be the one with the greatest functional impact. For example, the disability which reduces the participant’s capacity the most.

Update the participant’s primary disability if required. If you do not have the required delegation, submit a request to change the disability. Refer to Standard Operating Procedure – Add or change disability.

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Standard Operating Procedure

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Standard Operating Procedure

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Standard Operating Procedure

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