Determine the funded supports in early childhood
This Standard Operating Procedure (SOP) will assist you to complete the following in the NDIS Business System (System):
- Use the support calculator.
- Determine the funded supports for participants younger than 7.
Note: Do not use this SOP for participants who are older than 7. Refer to Standard Operating Procedure – Complete the determine the funded supports task. This SOP is for early childhood partners and delegates.
Recent updates
| Date | What’s changed |
|---|---|
| August 2022 | The following updates have been made in section 3.2 Enter Capacity Building Funding: |
- Updated comments recorded on child’s plan (section 3.2 step 9).
- New step and associated comment added about considering a plan management statement if there is a risk that the plan budget may be overspent (section 3.2 step 10).
- Updated line item name from ‘Capacity Building Supports for Early Childhood – Other therapy’ to ‘Capacity Building Supports for Early Childhood – Other professional’ to align with Price guide language changes. | | January 2022 | The following updates have been made:
- Updated to align with streamlined planning process updates. |
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Standard Operating Procedure
For Internal Use Only
Checklist
| Topic | Checklist |
|---|---|
| Pre-requisites | - You are familiar with Practice Guide – Early childhood planning and have decided what reasonable and necessary supports to include using Our Guideline – Reasonable and necessary supports. |
- You are familiar with Our Guideline – Early childhood approach. |
You have:
- Checked and updated any participant details that have changed, including contacts and communication preferences. Refer to Standard Operating Procedure – Update participant details.
- Checked evidence of the participant’s disability is attached in Inbound Documents. Refer to Standard Operating Procedure – Add or change disability.
- Confirmed participant streaming. Refer to Standard Operating Procedure – Update participant streaming.
- Updated the Severity Tools (including the PEDI-CAT). Refer to Standard Operating Procedure – Complete the update the severity tools task.
- Completed Participant Statement. Refer to Standard Operating Procedure – Complete the participant statement and Practice Guide – Early childhood planning for example NDIS plan goals.
- Completed informal community and mainstream supports. Refer to Standard Operating Procedure – Record informal, community and mainstream supports.
- Updated the Outcomes Questionnaire. Refer to Standard Operating Procedure – Complete the update the outcomes questionnaire task.
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Standard Operating Procedure
For Internal Use Only
| Topic | Checklist |
|---|---|
| Updated the Family Questionnaire. Refer to Standard Operating Procedure – Complete update the family questionnaire task. | |
| Completed Risk Assessment, Refer to the Standard Operating Procedure – Complete the risk assessment task. | |
| Updated the Guided Planning Questions (saved but not submitted). Refer to Standard Operating Procedure – Complete the guided planning questions. | |
| Completed the Planning Conversation Tool (PCT) by ticking the box to state your reasonable and necessary declaration. | |
| Verified my NDIS contact. Refer to Standard Operating Procedure – Add, check or change a My NDIS contact. | |
| Created an Early childhood planning conversation interaction. Refer to Interaction templates – Pre-planning. |
Actions
- Determine the Funded Supports
- Enter Capacity Building Funding If required:
- Enter Core Supports Funding
- Enter Capital Supports Funding Then:
- Next steps
Procedure
Note: Data in screenshots is fictional and intended for instructional purposes only.
3.1 Determine the Funded Supports
- Navigate to the Planning – Staff Tasks page and select the Determine the Funded Supports task.
- The Determine the Support Needs screen displays. There are 3 Support Types in the plan budget Core, Capacity Building and Capital. For further information refer to Practice Guide – Early childhood planning.
Note: For plans for participants younger than 7, a Typical Support Package is not generated. Do not click on Generate Support Plan.
If this is the participant’s first plan, the values displayed will all be zero. Continue to section 3.2 Enter Capacity Building Funding.
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Standard Operating Procedure
For Internal Use Only
- If the plan has changed, this screen may display amounts from the previous plan. You will need to delete these amounts and any related support items. Continue to step 3.
| Determine the Support Needs |
|---|
| Support Type |
| Core |
| Capacity Building |
| Capital |
| Total Plan Budget ( $ ) |
- To manually remove the auto-generated supports from a previous plan, select each support type where funding is displayed.
| Determine the Support Needs |
|---|
| Support Type |
| Core |
| Capacity Building |
| Capital |
| Total Plan Budget ( $ ) |
- If funding has been entered at the Support Item Level, select each Support Category with funding using the Expander (2 overlapping squares).
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Standard Operating Procedure
For Internal Use Only
Determine the Support Needs
| Support Category | Price $ | Comment | Associated Goal |
|---|---|---|---|
| CB Choice & Control | 0.00 | ||
| CB Daily Activity | 15,519.20 | Provision of Early Childhood Intervention supports to work together within the me | |
| CB Employment | 0.00 | ||
| CB Health & Wellbeing | 0.00 |
- Select Delete (trash can) next to the line item.
Support Calculator
| + Product Price Quantity Unit How Often Frequency Total | { iT} Capacity 7) 193.99 80 Hour Once v 1.00 15519.20 |
|---|---|
| Item Type - | Quote Required Quote Received |
$15519.20
-
Select Done.
-
The message Do you want to increase the Support Category Price displays. Select No.
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Standard Operating Procedure
For Internal Use Only
Confirmation
Do you want to increase the Support Category Price $1485.75 with the added sum of items $0.00?
- Yes
- No
- Click into the Price $ box and delete the figure amount in the box.
Note: This will also remove any funding that had been entered at the Support Category Level.
| Determine the Support Needs |
|---|
| Support Type > SupportCategory > Capacity Building |
| Support Category |
| CB Choice & Control |
| CB Daily Activity |
| CB Employment |
| CB Health & Wellbeing |
| CB Home Living |
- Select the Support Type button and repeat for any other budgets until all price fields are cleared.
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Standard Operating Procedure
For Internal Use Only
Determine the Support Needs
| Support Type | Support Category |
|---|---|
| Consumables | Price $ Comment Periodic |
| Daily Activities | Price $ Comment Periodic |
| Social, Community and Civic Participation | Price $ Comment Periodic |
3.2 Enter Capacity Building Funding
- From the Support Type screen select Capacity Building. The support categories Capacity Building and Support Coordination are displayed.
< Determine the Support Needs ® & O
| Support Type | Price $ |
|---|---|
| Core | 0.00 |
| Capacity Building | 0.00 |
| Capital | 0.00 |
- Select the support category Capacity Building. All of the Capacity Building supports will be displayed.
Determine the Support Needs @ & O
| Support Type > Support Category | Price $ Comment |
|---|---|
| Capacity Building | 0.00 |
| Support Coordination | 0.00 CF |
- Open the support calculator from the CB Daily Activity category by selecting the Expander (2 overlapping boxes).
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Standard Operating Procedure
For Internal Use Only
Support Type > Support Category > Capacity Building
| Support Category | Price $ |
|---|---|
| CB Choice & Control | 0.00 |
| CB Daily Activity | 0.00 |
- The Support Calculator screen opens. Select the Expander (2 overlapping boxes) in the Product field.
Support Calculator
- Product Price Quantity Unit How Often Frequency Total a | W@W cy 0.00 1 Once v 1.00 0.00 | | Item Type | | Quote Required | Quote Received |
- Select the Capacity Building Supports for Early Childhood — Other Professional. The search field can also be used to find the item.
Select a Product
- Capacity Building Supports For Early Childhood - Group up to 4-Psychology 15_002_0118_1_3
- Capacity Building Supports For Early Childhood - Group up to 4 -Physiotherapy 15_004_0118_1_3
- Capacity Building for Early Childhood Interventions - Other Professional 15_005_0118_1_3
- Capacity Building Supports For Early Childhood - Group up to 4 - OtherTherapy 15_006_0118_1_3
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Standard Operating Procedure
For Internal Use Only
- Enter the quantity required, to the nearest 0.5 or whole number, based on supports calculated using the Practice Guide — Early childhood planning.
Support Calculator
| Product | Price | Quantity | Unit | How Often | Frequency | Total |
|---|---|---|---|---|---|---|
| Capacity | $193.99 | 80 | Hour | Once | 1.00 | $15,519.20 |
-
Select Done.
-
Delete the auto-generated Comment.
Support Type > Support Category > Capacity Building
| Support Category | Price $ | Comment | Associated Goal |
|---|---|---|---|
| CB Choice & Control | 0.00 | v | |
| CB Daily Activity | $15,519.20 | Capacity Building for Early Childhood Interventions - Other Professional! ¥ | |
| CB Employment | 0.00 | go i we |
- Enter the relevant comment:
Note: Any comments recorded will populate in the participant’s plan. The comments should include any information the participant’s family may need to describe and understand the support included in their child’s plan.
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Standard Operating Procedure
For Internal Use Only
Professionals should use a best practice model, all working together as a team with your family to pursue your goals for
This funding includes time for professionals to build the capacity of those supporting
This funding includes time for professionals to build the capacity of those supporting
10.Link the funding in the support category to the participant’s Associated Goal using the drop-down box next to the comment.
11.Return to the Support Category section of the System and enter any additional reasonable and necessary support items. Record any relevant comments.
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Standard Operating Procedure
For Internal Use Only
- If there is a risk that the plan budget may be overspent, a plan management statement may be considered (refer part 3 of the NDIS Plan Management Rules). This may include setting a maximum monthly spend across the length of the plan to purchase capacity building early childhood supports. If required, include the text below in the comment that is printed on the plan.
The funding in this budget is to be used across the full plan period. Therefore, you need to ensure you manage the budget, and set a monthly amount against your capacity building budget, to provide your child with the necessary supports until the plan reassessment.
Note: Further information for adding supports, such as plan management, can be found in the Standard Operating Procedure – Include plan management support items.
Enter Core Supports Funding
- If Core supports have been identified, from the Support Type screen Core.
| Determine the Support Needs |
|---|
| Support Type |
| Core |
| Capacity Building |
| Capital |
- The support categories Consumables, Daily Activities, Social, Community and Civic Participation and Transport are displayed.
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Standard Operating Procedure
For Internal Use Only
| Support Category | Price $ | Comment | Periodic |
|---|---|---|---|
| Consumables | 0.00 | ||
| Daily Activities | 0.00 | ||
| Social,Community and Civic Participation | 0.00 | ||
| Transport | 0.00 |
- Enter reasonable and necessary funding amount in the Price column or open the Support Calculator from the Consumables category by selecting the Expander (2 overlapping boxes) to enter a specific support.
| Support Category | Price $ | Comment | Periodic |
|---|---|---|---|
| Consumables | 0.00 | ||
| Daily Activities | 0.00 | ||
| Social,Community and Civic Participation | 0.00 | ||
| Transport | 0.00 |
- After allocating the reasonable and necessary funding amount enter the Comment.
Make sure this is personalised to reflect the individual participant you are planning for.
For example:
Funding for assistive technology: $
is included for the purchase of low cost assistive technology, and minor repairs to assistive technology, to support <participant’s name> to achieve his/her goals and outcomes.
- Repeat the above steps if any funding is required in Core Daily Activities.
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Standard Operating Procedure
For Internal Use Only
| Support Type | Support Category | Price $ | Comment | Periodic |
|---|---|---|---|---|
| Consumables | 0.00 | |||
| Daily Activities | 0.00 | |||
| Social, Community and Civic Participation | 0.00 | |||
| Transport | 0.00 | √ |
- Enter a Comment to support the inclusion of Core supports in the plan. Any comments recorded will populate in the participant’s plan. The comments should include any information the participant’s family may need to describe and understand the support included in their child’s plan. Further information on core supports can be found in the Practice Guide – Early childhood planning.
For example:
Support to sustain <participant’s name> family and assist with his/her personal care. Hours are based on <frequencies (hours/rate/days/weeks)> and can be used flexibly.
Enter Capital Supports Funding
- If Capital supports have been identified, from the Support Type screen select Capital.
< Determine the Support Needs ® @& Oo
| Support Type | Price $ |
|---|---|
| Core | 0.00 |
| Capacity Building | 0.00 |
| [Capital] | 0.00 |
| Total Plan Budget ( $3 ) |
- The support categories Assistive Technology and Home Modifications are displayed.
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Standard Operating Procedure
For Internal Use Only
| Determine the Support Needs | ? & OD |
|---|---|
| Support Type > Support Category | |
| Support Category | Price $ |
| Assistive Technology | |
| Home Modifications | 0.00 |
-
Enter reasonable and necessary funding amount in the Price column or open the Support Calculator from the Assistive Technology or Home Modifications category by selecting the Expander (2 overlapping squares) to enter a specific support. For further information refer to the Practice Guide – Early childhood planning or the Our Guideline – Assistive technology and/or Standard Operating Procedure – Include home modification supports in plans.
-
Enter a Comment to support the inclusion of Capital supports in the plan. Any comments recorded will populate in the participant’s plan. The comments should include any information the participant’s family may need to describe and understand this support in their child’s plan and expectation for assessment prior to purchase.
Next steps
- Once all supports have been included in the plan you can return to the Determine the Funded Support screen by selecting Support Type.
| Support Type > ( Support Category | > Capacity Building |
Note: At any time, you can select Save to save the form and return to complete it later.
Generate Support Plan Save Submit
- When the form is complete, select Submit.
Generate SupportPlan Save /Submit
- When the form has been submitted, a confirmation message appears. This confirmation message will ask Are the funded supports correctly aligned to the goals listed in the Participant Statement?
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Standard Operating Procedure
For Internal Use Only
Success
Support Needs information submitted successfully. Are the funded supports types correctly aligned to the goals listed in the Participant Statement?
- If you select No, you will be taken to the Create-NDIS Participant Statement page to review the goals section and make sure the correct support type boxes have been ticked.
- If you select Yes, you will continue as usual.
- The Planning - Staff Tasks page displays. Determine the Funded Supports has a green tick to show it is now complete.
| Applications | Access | Pre-Planning | Planning | Implement | Monitor | Review | Interactions | Referrals |
|---|
Planning - Staff Tasks
Determine the Funded Supports Last updated by SUNT on 17.10.2018 v
Related procedures or resources
- Our Guideline — Reasonable and necessary supports
- Our Guideline — Assistive technology
- Our Guideline — Early childhood approach
- Practice Guide — Early childhood planning
- Standard Operation Procedure — Update participant streaming
- Standard Operating Procedure — Record and verify identity for an individual
- Standard Operating Procedure — Verify identity for a third party organisation
- Standard Operating Procedure — Complete the update severity tools task
- Standard Operating Procedure — Complete the participant statement
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Standard Operating Procedure
For Internal Use Only
- Standard Operating Procedure – Record informal, community and mainstream supports
- Standard Operating Procedure – Complete the update the outcomes questionnaire task
- Standard Operating Procedure – Complete the risk assessment task
- Standard Operating Procedure – Complete the guided planning questions
- Standard Operating Procedure – Add, check or change a My NDIS contact
- Standard Operating Procedure – Complete the determine plan management task
- Standard Operating Procedure – Include plan management support items
- Standard Operating Procedure – Navigate the participant record in the NDIS business system
- Standard Operating Procedure – Update participant details
- Standard Operating Procedure – Add or change disability
- Standard Operating Procedure – Review and submit plan for approval
Feedback
If you have any feedback about this Standard Operating Procedure, please complete our feedback form.
Version control
| Version | Amended by | Brief Description of Change | Status | Date |
|---|---|---|---|---|
| 5.0 | CM0032 | Class 2 Approved | APPROVED | 2020-03-11 |
| 6.0 | EMN960 | Class 1 Approved | APPROVED | 2022-01-20 |
SOP name changed from SOP — Determine the funded supports in ECEI to SOP — Determine the funded supports in early childhood to align with Our Guideline — Early childhood approach.
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Standard Operating Procedure
For Internal Use Only
| Version | Amended by | Brief Description of Change | Status | Date |
|---|---|---|---|---|
| Transitioned to new SOP template. | ||||
| 7.0 | CW0032 LKM002 LS0042 | Class 2 approved. | ||
| Updates to section 3.2 Enter Capacity Building Funding. | APPROVED | 2022-08-26 |
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