Lesson 6 of 8
Desley
Desley has been a participant for eight years. She is 45 and lives at home with her husband. She has above knee double amputations.
Desley’s current plan was approved on 30 May, 2025. It is 5-years duration and the Agency recommended 3-month Funding Periods have been applied to all supports. The following table provides a high level view of her plan.
| Support Type | Support Category | Budget Type | Funding Period Length | Frequency Type | Fund Management | Funding Amount |
|---|
| Core | Assistance with Daily Life | Stated | 3 | Regular | Self-Managed | $120,000 |
|---|---|---|---|---|---|---|
| Core | Assistance with social, economic and community participation | Flexible | 3 | Regular | Self-Managed | $50,000 |
| Core | Consumables | Flexible | 3 | Regular | Self-Managed | $10,000 |
| Core | Transport | Flexible | 3 | Regular | Self-Managed | $8,920 |
| Capital | Assistive Technology - maintenance, repair and rental | Stated | 3 | Regular | Agency Managed | $5,000 |
| Capacity Building | Improved Daily Living Skills | Stated | 3 | Regular | Agency Managed | $25,000 |
| Capacity Building | Support Coordination | Stated | 3 | Regular | Agency Managed | $12,000 |
Plan Change Request on 15 July 2025
Desley contacts the Agency on 15 July 2025 to discuss changing her plan. She talks about:
- Changing Core funding to monthly Funding Periods to help manage her budget.
- Changing Capacity Building supports to be plan-managed to enable more flexibility with providers.
- An assessment and quote that she has for a new prosthesis.
A Plan Change case has been submitted and the changes are Reasonable and Necessary.
Q1. What are the next actions to take to make the requested changes to Desley’s current plan?
- Approve a plan reassessment and use the PA case
- Approve a plan variation and use the PBU case
- I’m not sure, I’d like a hint.
SUBMIT
Q2. Can the Agency consider Desley’s request for 1-month Funding Periods for Core funding?
- Yes
- No
SUBMIT
Q3. If Desley wishes to change the budget type for her Core Stated supports to Core flexible can this action be completed using the PBU case?
- Yes
- No
SUBMIT
Q4. If Desley requests removal of her Core Consumables support category, can this action be completed using the PBU case?
- Yes
- No
SUBMIT
Q5. Desley’s request for a new prosthesis is Reasonable and Necessary (R&N) and funds are to be added to her current plan. How will PACE distribute funds to Funding Periods for this Assistive Technology?
- Even distribution (the same amount of funds distributed to each Funding Period).
- Once-off distribution (100% of funds distributed to the first relevant funding period).
- Customise distribution (uneven or varied distribution to each Funding Period using specific amounts or percentages, e.g. 50% in the first funding period and the remaining funding equally distributed).
SUBMIT
The following table maps the Funding Periods for Desley’s current plan, which was approved on 30th May, 2025. Remember, Desley has contacted the agency on 15 July 2025.
| Funding Period | Funding Period | Funding Period | Funding Period |
|---|---|---|---|
| 1 (30 May - 29 Aug, 2025) | 2 (30 Aug - 29 Nov, 2025) | 3 | 4 |
| 5 | 6 | 7 | 8 |
| 9 | 10 | 11 | 12 |
| 13 | 14 | 15 | 16 |
| 17 | 18 | 19 | 20 |
|---|
Q6. Desley’s Assistive Technology (AT) is to be approved and added to her plan. If the funds are required in 4 months time, which Funding Period could they be distributed to?
- Funding Period 2
- Funding Period 3
- Funding Period 4
SUBMIT
In this scenario you learned:
- From May 2025, PACE will automatically generate the required version of the PBU case for a plan variation, based on the plan approval date. A PBU without Funding Periods will be generated for plans with an approval date before 9 October 2024. This PBU will not include a Funding Periods tab. A PBU with Funding Periods will be generated for plan with an approval date on or after 9 October 2024. This PBU will include a Funding Periods tab.
The Funding Periods Decision Matrix is based on the 10 key factors outlined in section 7(2)(a-j) of the NDIS (Old Framework Plans) Determination 2024. Plan Delegates should use this matrix to guide Funding Period determinations.
The PBU case with Funding Periods is used to make the following variations:
- Change Fund Management determinations at the Funding Component Amount level
- Change future Funding Periods
- Reduce funding for future Funding Periods
- Add funding to current and future Funding Periods
- Add new support categories.
PACE uses Once-off distribution for Assistive Technology funds.
Plan Delegates may adjust the distribution of funds within a plan to suit a participant’s needs. The custom distribution function is used to do this.
CONTINUE
Lesson 7 of 8
In summary
You have completed the s33 Funding Periods in PACE - Adding Funding Periods to Plans module.
You can now:
- Explain how to add Funding Periods when using the Plan Approval case
- Explain how the Plan Change and PBU cases interact when making changes to Funding Periods in a plan
- Explain how to make changes to Funding Periods when using the PBU case
Feedback Opportunity
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CONTINUE
Lesson 8 of 8
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Additional resources
- Federal Register of Legislation - National Disability Insurance Scheme Amendment (Getting the NDIS Back on Track No. 1) Act 2024 (external)
- Federal Register of Legislation - National Framework Plans Determination 2024 (external)
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