SUBMIT

Q4. How many Funding Components will PACE produce for Capital supports in this plan?

• One
• Two
• Three

SUBMIT

CONTINUE

Lesson 7 of 12

Funding Periods

A wall with clocks of different design and size

A time, set by a Plan Delegate, to manage when funding will be made available within a plan. A Funding Period is the time that a part of a participant’s funding becomes available. A participant can spend up to the amount of funding that is available in that time.

Click on the ‘plus’ symbol below to learn more.

Characteristics

Funding Periods can:

• Be selected in PACE
• Not be longer than 12 months
• Be different for various Funding Component Amounts (eg. different Funding Components can have different Funding Periods within the same plan).

Plan Delegate Role

A Plan Delegate:

• Makes determinations about how to apply Funding Periods in a plan
• Determines the following for each individual Funding Component:
  • Length of time applied to Funding Periods
  • Funds distributed to each Funding Period

Determinations about Funding Periods form part of the Statement of Participant Supports, which are reviewable decisions.

CONTINUE

Lesson 8 of 12

Preparing to Make Funding Period Determinations

Introduction

PACE enhancements will allow staff to apply Funding Periods at the Funding Component Amount level for all first plans, scheduled and unscheduled reassessments. Once plans have Funding Periods applied, any approved variations must also have Funding Periods. If a plan does not include Funding Periods and a variation is approved, the variation will not include Funding Periods.

Funding Periods are automatically applied for recurring transport supports, not Transport in Core.

Funding Periods are not applied to In-kind supports and direct commissioning supports.

Matters to be Taken into Account

When making determinations about Funding Periods, Plan Delegates must apply a risk assessment based on the NDIS (Old Framework) Determination 2024. The determination specifies ten matters that Plan Delegates need to take into account when making Funding Period determinations.

Select the flip symbol on the following ten cards to learn about the matters that Plan Delegates need to take into account.

Card Front	Card Back
Unlikely to comply with s46	Whether a person is unlikely to spend NDIS funds only on NDIS supports or in accordance with the plan. Even after taking an educative approach.
Financial Risk	Whether the participant is at risk of experiencing fraud or financial exploitation.

Card Front	Card Back
Participant preference	Any preference the participant has expressed as to the duration of the funding periods.
Previous s46 compliance	Whether s46 has not been complied with in any of the participant’s previous plans.

CONTINUE

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Funding Periods Matrix

Determining Funding Periods

The starting point for Funding Periods is 3 months.

Plan Delegates should use the following matrix to assess risks and preferences to determine the Funding Period for each Funding Component Amount. The matrix is based on Section 7 (2) (a-j) of the National Disability Insurance Scheme Old Framework Plans) Determination 2024 and sets out the 10 matters a Plan Delegate must take into account when setting the Funding Period(s) in a plan.

If there is a strong requirement or request for 6 or 12 month Funding Periods discuss this with your Practice Lead or Team Leader.

Plan Delegates are expected to individually consider each Funding Component to determine the most appropriate Funding Period.

Follow the link here to access the Funding Periods matrix. The matrix will provide the most current guidance for decision making.

Quiz 3

There are three questions in this quiz. Answers are not recorded or reported anywhere.

Q1. Funding Periods are not applied to:

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(Hint: two answers are correct)

• Transport supports (in Core)
• In-kind supports
• Recurring transport supports
• Direct Commissioning

SUBMIT

Q2. The starting point for Funding Periods is 3 months, with no exceptions.

• True
• False

SUBMIT

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Q3. Which two pieces of information do Plan Delegates use to guide determinations about Funding Periods?

• NDIS (Old Framework) Determination 2024
• Plan Durations Matrix
• Funding Periods Decision Matrix

SUBMIT

CONTINUE

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Lesson 9 of 12

Applying Funding Periods in PACE

Applying Funding Periods

PACE can be used to evenly apply Funding Periods or will automatically apply different length Funding Periods where even application is not possible.

An even Funding Period means applying the same Funding Period evenly within a Funding Component Amount.

Example

In a 2-year plan with a Funding Component Amount for Capacity Building - Improved Daily Living Skills, the result will be eight evenly applied 3-month Funding Periods as shown below.

Order	1	2	3	4	5	6	7	8
Funding Period (months)	3	3	3	3	3	3	3	3

When the Funding Period(s) that have been selected for a plan cannot be evenly divided into the remaining plan duration, PACE will automatically determine the number and length of Funding Periods. PACE uses a combination of one, three and/or six-month Funding Periods to do this.

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Example

If the Plan Duration is 22 months and a 3-month Funding Period is selected, PACE will apply Funding Periods as follows.

Order	1	2	3	4	5	6	7	8
Funding Period (months)	3	3	3	3	3	3	3	1

CONTINUE

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Lesson 10 of 12

Distributing Funds to Funding Periods

A Plan Delegate must distribute funds for each Funding Component Amount, to the Funding Periods in a plan.

For each Funding Component, the amount of funds distributed must equal the Total Funded Amount.

Click on the ‘plus’ symbol below to learn more.

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Plan Delegate Role

Plan Delegates are responsible for ensuring that the distribution of funds in a plan aligns to a participant’s needs.

Planning Practices

After a Plan Delegate selects ‘even’ PACE automatically distributes funds in one of two ways: even or once-off.

Plan Delegates review this distribution and decide whether it should remain or be changed.

The process of making changes to the distribution of funds in a plan is referred to as custom distribution.

Plan Delegates may also condense Funding Periods to minimise the number of lines being printed unnecessarily on a plan and reduce confusion for participants.

Even Distribution

For support categories with a Regular Frequency type, PACE will distribute the Funding Component Amount evenly across all the Funding Periods in a plan. This means each Funding Period will include the same pro-rata amount.

Example

In a 2-year plan with an $8,000 Funding Component Amount for Capacity Building - Improved Daily Living Skills, PACE will apply eight even 3-month Funding Periods with $1,000 in each.

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(Rationale: The Funding Period Decisions Matrix indicates 3-month Funding Periods for this support category. The support category has regular frequency type. Therefore PACE distributes funds evenly across all Funding Periods.)

Order	1	2	3	4	5	6	7	8
Funding Period (months)	3	3	3	3	3	3	3	3
Funding Component Amount ($)	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000

In circumstances where the Funding Component Amount is not able to be evenly divided across Funding Periods PACE automatically distributes funds as evenly as possible and allocates the residual amount to the first Funding Period.

Once Off Distribution

For support categories with a Once Off Frequency type, PACE will distribute all the Funding Component Amount to the first Funding Period in a plan.

Example

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In a 2-year plan with a $16,000 Funding Component Amount for Assistive Technology, PACE will apply one 3-month Funding Period with $16,000 and seven remaining 3-month Funding Periods with $0.

Order	1	2	3	4	5	6	7	8
Funding Period (months)	3	3	3	3	3	3	3	3
Funding Component Amount ($)	16,000	0	0	0	0	0	0	0

Custom Distribution

Custom distribution is the process of making changes to the distribution of funds in a plan.

Plan Delegates review the PACE distribution of funds and decide whether it should remain or be changed.

Distribution of funds (Funding Component Amounts) can be customised across Funding Periods, based on percentages or specific amounts. This means different amounts can be distributed to some or all Funding Periods within a plan.

IMPORTANT - Custom Distribution Based on Percentages

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When distributing Funding Component Amounts based on percentages, PACE automatically rounds amounts. Sometimes, this results in a small remaining balance for the Funding Component Amount. When this happens, it is necessary to manually distribute the small remaining balance to the first Funding Period. This ensures any unused funds rollover into the next Funding Period and prevents PACE showing an error when approving the plan.

Funding for Funding Components that include the following kinds of supports should have 100% of funds available in the first funding period (or the most suitable funding period if not the first):

• Capital items: asset assistive technology (including vehicle modifications) and home modifications
• Funding for repair and maintenance of the capital items above
• Therapy funding associated with capital items only (all other therapy funding distributed throughout the plan)
• Medium term accommodation (all other home and living support distributed throughout the plan)
• HEN products, Continence aids and Low Cost AT (all other consumables distributed throughout the plan)
• Choice and Control set up fees

Example

In a 2-year plan with $7,000 Funding Component Amount for Capacity Building - Improved Daily Living Skills, one option for custom distribution is shown below.

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Order	1	2	3	4	5	6	7	8
Funding Period (months)	3	3	3	3	3	3	3	3
Funding Component Amount ($)	1,500	500	1,500	1,000	500	1,000	500	500

Quiz 4

There are three questions in this quiz. Answers are not recorded or reported anywhere.

A plan has a 5-year duration and contains the supports listed in the table below.

Support Category	Funding Component Amount	Funding Period Details
Assistance with Social, Economic (support at work) and Community Participation	$50,000	- 3-month application of Funding Periods in the plan - Funds distributed evenly to Funding Periods

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Support Category	Funding Component Amount	Funding Period Details
Specialist Disability Accommodation (SDA)	$120,000	- Mandatory Funding Periods applied - The Funding Component Amount is based on the NDIS SDA Price Calculator, (i.e. $24,000)

Q1. How many Funding Periods are there for Assistance with Social, Economic (support at work) and Community Participation in this plan?

• One
• Five
• Twenty

SUBMIT

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Q2. What amount is distributed to each Funding Period for Assistance with Social, Economic (support at work) and Community Participation in this plan?

• $1,000
• $2,500
• $5,000

SUBMIT

Q3. What amount of funds is distributed to any given Funding Period for SDA?

• $2,000
• $6,000
• $24,000

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SUBMIT

CONTINUE

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Lesson 11 of 12

In summary

You have completed the Section 33 (s33) Funding Periods in PACE - Applying s33 Provisions module.

You can now:

• Define Total Funding Amount, Funding Component Amount and Funding Periods
• Describe the differences between Old Framework and New Framework plans
• Outline the Agency’s long-term implementation plan for additional s33 provisions
• Outline information which is used to inform Plan Duration determinations
• Recognise information which is used to inform Funding Period determinations
• Explain how Funding Periods will be applied in PACE
• Explain how to distribute funds to Funding Periods.

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Feedback Opportunity

Before you finish please consider completing this survey.

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Lesson 12 of 12

Close and exit

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 Disability Insurance Scheme (Old Framework Plans) Determination 2024 (external)
• A link to the Plan Duration Matrix and the Funding Periods Matrix can be found here.

You are now ready to start Section 33 (s33) Funding Periods in PACE - Introducing Funding Periods in PACE. Check LEAP regularly and Frontline Reforms Notice.

Exit

Select the Exit button to return to LEAP.

EXIT

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DOCUMENT 12

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Section 33 (s33) Funding Periods in PACE - Adding Funding Periods to Plans

E-LEARNING

This module is designed for Frontline Agency staff who work in planning roles or roles that make, support, advise on, or communicate planning determinations. Staff begin their learning journey by engaging with a Team Leader of Team Member Information Pack, then they complete five eLearning modules. The first three modules introduce PACE enhancements with a focus on Funding Periods. The last two include videos which demonstrate how to complete PACE tasks related to this topic.

It is the third of five modules and two change packs which outline how the Agency is enhancing PACE to enable improved implementation of s33 changes.

SETTING THE SCENE

• Introduction
• Learning Objectives

PLANNING PRACTICES

• Agency Planning Practices

COMBINING AND APPLYING YOUR KNOWLEDGE

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• Jim
• Hannah
• Desley

WRAP-UP

• In summary
• Close and exit

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Lesson 1 of 8

Introduction

First things first

Important information before you begin:

• You’ll need 30 minutes with limited distractions to complete this course.
• To navigate through the module, you can use either a mouse or keyboard.
• To transition between sections of this course you can use the next lesson tab which will appear at the bottom of the screen at the end of the section.
• The content in this eLearning module is current as of 13 May 2025.

Alternative instructions for using your keyboard

• Text, Statement, Quote, and List Blocks
  • Use the Up and Down arrow keys to scroll through text.

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• Use the Left and Right arrow keys to flip through quote carousels.
• Select Enter or the spacebar to check and uncheck boxes in checkbox lists.
• Image and Gallery Blocks
  • Use the Left and Right arrow keys to flip through image carousels.
  • To zoom into an image, use Tab or Shift+Tab to select it, then select Enter or the spacebar.
  • To zoom out of an image, select Enter, the spacebar, or Esc.
• Multimedia Blocks
  • For audio and video blocks, press the spacebar to play and pause the media.
  • For a web video, use Tab or Shift+Tab to navigate through the video controls and select Enter to activate each control.
  • For a web page, select Enter to open it in a new browser tab.
  • For an attachment, select Enter to download it.
  • For a code snippet, use the Up and Down arrows to scroll through the text
• Interactive Buttons
  • Use Tab or Shift+Tab to select a button.
  • Select Enter to activate the button.

Further instructions open in a new tab for Keyboard-Accessible Navigation (external).

About this course

This is the third of five modules which outline how the Agency is enhancing PACE to enable improved implementation of s33 changes. It outlines the bigger picture for this change and explores three scenarios which apply and reinforce the main messages for this topic.

CONTINUE

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Lesson 2 of 8

Learning Objectives

At the end of this module, you will be able to:

• Explain how to add Funding Periods when using the Plan Approval case
• Explain how the Plan Change and Participant Budget Update (PBU) cases interact when making changes to Funding Periods in a current plan
• Explain how to make changes to Funding Periods when using the PBU case

Learning Assessment

Throughout this module, you will be engaged in a number of informal assessment activities. The results are not recorded or reported anywhere.

CONTINUE

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Lesson 3 of 8

Agency Planning Practices

Agency planning practices have always been guided by legislation, enabled by systems and delivered by Plan Delegates.

Recently, the Agency has seen significant changes to both legislation and systems.

In October 2024 we saw the introduction of legislative changes that will continue to shape the Scheme for years to come. Prior to that, in October 2023, the Agency introduced a new system (PACE) for managing planning practices.

These changes aim to assist Plan Delegates to build legislatively compliant plans which are individualised for a participant.

Integrating the Changes into Business As Usual

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Making Determinations

Image Caption: A person in a work setting

Plan Delegates continue to make determinations about several matters related to plans. Specific examples related to this change include plan duration, budget, support categories and fund management.

The way Plan Delegates make plan duration determinations is changing. The Agency is returning to longer plan durations and Plan Delegates now need to make determinations about Funding Periods.

Other determinations are made in much the same that they are made now. For example, Plan Delegates will continue to use the Plan Conversation Support Tool (PCST) to make determinations about budget and support categories.

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Step 2

Recording Determinations in PACE

Image Caption: A person in a wheelchair at work

Plan Delegates have previously recorded their determinations in PACE cases and this will continue.

Changes have been made to cases which are used to build new plans or make changes to existing plans.

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Step 3

Plan Approval

Image Caption: A person sitting outside with an assistance dog

All Plan Approval cases include a new Funding Periods tab. This tab displays Funding Components, Funding Periods and distribution of funds. It is populated with information based on Plan Delegate determinations and behind-the-scenes calculations and settings. Two examples are:

• PACE groups Core flexible support categories with the same fund management type into the same Funding Component
• PACE distributes funds with a regular frequency type evenly across all Funding Periods.

Within this tab, Plan Delegates check and sometimes change, the Funding Periods and/or distribution of funds in a plan.

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Plan Variations

Image Caption: A drawing of a clipboard

When a change request is made, staff will continue to use PACE to record requests, decisions and outcomes using an appropriate combination of the Plan Change, PBU and Plan Approval case.

PACE will generate the correct version of the PBU case (with or without Funding Periods) for a plan variation, based on the plan approval date. Plan Delegates will make plan changes, including determinations about Funding Periods.

Plan Delegates must check and sometimes change, the Funding Periods and/or distribution of funds in the PBU case with Funding Periods.

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CONTINUE

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Lesson 4 of 8

Jim

Jim is a new participant. He is 32 years old, has an intellectual disability and lives in his own home.

Plan Duration

Q1. What plan duration determination is recommended for Jim?

(Hint: use the Plan Duration matrix in [Frontline Services Tools](Frontline Services Tools))

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• 1-year plan
• 2-year plan
• 5-year plan

SUBMIT

Setting Budget and Support Categories

The PCST has been completed by adding plan duration determination and budget decisions. It has calculated the Total Funded Amount by support category as shown in the table below. Fund management determinations and other potentially useful information is also recorded in the table.

Support Type	Support Category	Budget Type	Frequency Type	Fund Management	Funding Amount
Core	Assistance with Social, Economic (support at work) and

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Support Type	Support Category	Budget Type	Frequency Type	Fund Management	Funding Amount
Core	Community Participation	Flexible	Regular	Self-Managed	$50,000
Core	Assistance with Daily Life	Flexible	Regular	Self-Managed	$50,000
Capacity Building	Improved Living Arrangements	Stated	Regular	Agency	$30,000
Capacity Building	Improved Daily Living Skills	Stated	Regular	Agency	$12,000

Q2. Will this plan include Funding Periods?

• Yes
• No
• I’m not sure. I’d like a hint.

SUBMIT

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Q3. How many Funding Components will PACE allocate in this plan?

• Two (one for flexible and one for stated supports)
• Three (one for both Core Support Types and one each for the Capacity Building Support Types)
• Four (one for each support category)

SUBMIT

Working in PACE

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Q4. Which tab in the Plan Approval case will you use to apply Funding Periods and distribute funds?

• Draft Budget tab
• Funding Periods tab
• Fund Management tab
• Review And Finalise tab

SUBMIT

Apply Funding Periods

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The Funded Supports and fund management tabs have been updated to reflect funding decisions for Jim. Now Funding Periods must be applied to Jim’s plan.

Q5. What is the recommended Funding Period length for Jim’s Improved Living Arrangements funding?

(Hint: use the Funding Period Decision matrix in [Frontline Services Tools](Frontline Services Tools))

• 1 month
• 3 months
• 6 months
• 12 months

SUBMIT

Q6. If Jim’s plan included In-kind supports would Funding Periods be applied to those supports?

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• Yes
• No
• I’m not sure. I’d like a hint.

SUBMIT

Distribute Funds to Funding Periods

Q7. How will PACE distribute funds to the Funding Period in Jim’s plan?

• Once-off distribution (100% of funds distributed to the first Funding Period)
• Custom distribution (uneven or varied distribution to each Funding Period using specific amounts or percentages)
• Even distribution (the same amount of funds distributed to each Funding Period)

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SUBMIT

In this scenario you learned:

• From May 2025, all new plans (including reassessments) will use a Plan Approval case which includes Funding Periods.
• From May 2025, Plan Delegates will make plan duration determinations of up to five years.
• Plan duration determinations are guided by the [Plan Duration Matrix](Plan Duration Matrix).
• Funding Period determinations are guided by the [Funding Periods Decision Matrix](Funding Periods Decision Matrix).
• Funding Periods are not applied to In-Kind or Direct Commissioning supports. (These supports are included in the Funded Supports tab but not the Funding Periods tab, because there is no funding allocated to these supports.)
• The enhanced Plan Approval case includes two new tabs: Funding Periods tab and Review and Finalise tab.
• For Funding Components with regular frequency type, PACE distributes funds evenly to all Funding Periods in a plan.

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CONTINUE

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Lesson 5 of 8

Hannah

Hannah is 51 years old, has Huntington’s disease and lives at home with her partner. She has a three year plan.

Here is a high-level summary of Hannah’s plan approved on 15th April, 2024.

Support Type	Support Category	Budget Type	Frequency Type	Fund Management	Funding Amount

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Support Type	Support Category	Budget Type	Frequency Type	Fund Management	Funding Amount
Core	Assistance with Social, Economic and Community Participation	Flexible	Regular	Self-managed	$50,000
Core	Consumables	Flexible	Regular	Self-managed	$3,000
Core	Assistance with Daily Life	Flexible	Regular	Agency-managed	$50,000
Capacity Building	Improved Daily Living Skills	Stated	Regular	Agency-managed	$10,000
Capacity Building	Increased Social & Community Participation	Stated	Regular	Agency-managed	$10,000

Q1. Does Hannah’s current plan include Funding Periods?

• Yes

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• No
• I’m not sure, I’d like a hint.

SUBMIT

First Plan Change Request

In February 2025 Hannah requested a change to fund management for Assistance with Daily Life. She wanted to self-manage so that she could use the same provider that she has for other services. The Agency approved these changes on 19 February 2025.

Q2. Which cases were used to make this change?

(Hint: more than one answer is correct.)

• Plan Approval
• Plan Change

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• Participant Budget Update (PBU)

SUBMIT

Q3. Will the PBU that PACE generates include Funding Periods?

• Yes
• No
• I’m not sure I’d like a hint.

SUBMIT

Second Plan Change Request

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In August 2025 Hannah contacts the Agency again. Her needs have changed significantly because of her condition and following a Home and Living decision, she is eligible and ready to move into Specialist Disability Accommodation (SDA). Her individual supports also need to be reassessed.

Q4. Which case in PACE will be used to process the changes to Hannah’s plan? (Hint: more than one answer may be correct.)

• Plan Approval case
• Plan Change case
• PBU case

SUBMIT

Q5. Will Hannah’s new plan include Funding Periods?

• Yes

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• No
• I’m not sure, I’d like a hint.

SUBMIT

Hannah’s New Plan

Hannah’s new plan is being approved in August, 2025.

Q6. What plan duration determination is recommended for Hannah?

(Hint: use the Plan Duration Matrix in [Frontline Services Tools](Frontline Services Tools))

• 1-year plan
• 2-year plan
• 5-year plan

SUBMIT

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The PCST has been completed by adding plan duration determination and budget decisions. It has calculated the Total Funded Amount by support category as shown in the table below. Fund management determinations and other potentially useful information is also recorded in the table. Changes to the plan are indicated with purple notes.

Support Type	Support Category	Budget Type	Frequency Type	Fund Management	Funding Amount
Core	Assistance with Social, Economic and Community Participation	Flexible	Regular	Self-managed	$50,000
Core	Consumables	Flexible	Regular	Self-managed	$3,000
Core (CHANGED)	Assistance with Daily Life	Flexible	Regular	Agency-managed	$150,000 (INCREASED BY $100,000)
Core (NEW)	Specialist Disability Accommodation (SDA)	Stated	Regular	Agency-managed	$80,000
Capacity	Improved Daily	Stated	Regular	Agency-

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Building Living Skills managed

| Capacity Building | Increased Social & Community Participation | Stated | Regular | Agency-managed | $10,000 |

Q7. What is the recommended Funding Period for SDA? (Hint: use the Funding Periods Decision Matrix in Frontline Services Tools)

• 1-month
• 3-months
• 6-12 months

SUBMIT

Q8. How will PACE distribute funding for the Funding Components in this plan?

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• Evenly
• Once-off
• Custom

SUBMIT

In this scenario you learned:

• For plans approved before 9 October 2024 Funding Periods do not apply.
• For plans approved before 9 October 2024 Plan Change case steps do not change.
• A PBU without Funding Periods will be generated for plans with an approval date before 9 October 2024.
• Plan duration determinations are guided by the Plan Duration Matrix.
• Funding Period determinations are guided by the Funding Periods Decision Matrix.

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PACE distributes funds evenly for Funding Components with regular frequency type.

CONTINUE

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