Add or update capacity building assistive technology (AT) supports in a plan approval case

This article provides guidance for a planner delegate to:

• add funding for capacity building low-cost, mid-cost and high-cost assistive technology (AT) supports
• update funding for capacity building low-cost, mid-cost and high-cost assistive technology (AT) supports.

Recent updates

October 2023 Current guidance

Before you start

You have:

• read and understood Our Guideline – Assistive technology (external)
• read and understood Our Guideline – Reasonable and necessary (external)
• referred to the Fact Sheet – Assistive Technology – Guide for low cost support funding (external)
• referred to the NDIS Pricing Arrangements and Price Limits (external)
• received advice from the Technical Advisory Branch (TAB) using a PACE internal referral, if needed
• read and understood article Understand the product catalogue
• read and understood article Support Categories.

Add capacity building low-cost, mid-cost and high-cost AT supports

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Capacity building AT support is to assess, source and set up all the participant’s AT supports. The amount of reasonable and necessary capacity building supports will be different for each participant based on their individual needs.

You must include a minimum of $500.00 of capacity building support for low-cost AT supports. For participants living in remote or very remote areas, the amount you must include will be $700.00 for capacity building support for low-cost AT.

Add capacity building AT funding

To add capacity building AT funding to a draft budget, complete the following PACE steps:

1. In the Plan Approval case, select the Draft Budget tab.
2. Select New Support Category.
3. Enter Improved Daily Living Skills into the Support Category field. Note: The support budget will be locked to Capacity Building.
4. The Budget Type for this support will default to Stated.
5. Select the Instalment Type. Note: The Frequency and Plan Duration fields will be locked. To change the plan duration, refer to article Change plan duration.
6. Enter the Amount of this support. Note: For instalment type ‘regular’ this amount is the monthly amount. PACE will calculate the frequency amount and the total plan amount. Use the Plan Conversation Support Tool. Find the Plan Conversation Support Tool in the Tasmania Resource library.
7. Record the TSP Variance Reason from the drop-down list.
8. Record Additional Description about why this support is needed. Note: These comments will not display on a participant’s plan. Use these comments to discuss funded supports as part of a plan implementation meeting.
9. If the support meets all of the NDIS funding criteria under the Justifications heading, select the checkbox.
10. Record Justification in the free text field. For some supports, this might automatically populate. For more information about recording justifications, refer to article Add budget justifications. Note: This field has a character limit of 3000. Certain special characters in this field may cause an error, this is generally caused when copying justifications from SAP CRM into

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PACE. If you see the characters |%, you will need to remove these before you can select save.

11. If you’re using evidence to support your justification, select the Evidence Used checkbox.

12. Select the Evidence Type from the drop-down list.

• if the Evidence Type is Document, go to step 13
• if the Evidence Type is Other, go to step 14.

13. Enter the Evidence Link name. You can view linked evidence on the Evidence tab of the Plan Approval case. To learn more about linking evidence, refer to article Add and link evidence to a case.

14. Enter the Evidence Explanation into the free text field.

15. If you need to add more evidence to support your justification, select the checkbox Add further evidence links and repeat step 12.

16. Select Save.

Update capacity building low-cost, mid-cost and high-cost AT supports

Update capacity building AT funding

To update capacity building AT funding in a draft budget, complete the following PACE steps:

1. In the Plan Approval case, select the Draft Budget tab.
2. Select Improved Daily Living Skills from the Stated Budget items.
3. The Budget Type for this support will default to Stated.
4. Select the Instalment Type. Note: The Frequency and Plan Duration fields will be locked. To change the plan duration, refer to article Change plan duration.
5. Enter the Amount of this support. Note: For instalment type ‘regular’ this amount is the monthly amount. PACE will calculate the frequency amount and the total plan amount. Use the Plan Conversation Support Tool. Find the Plan Conversation Support Tool in the Tasmania Resource library.
6. Record the TSP Variance Reason from the drop-down list.

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7. Record Additional Description about why this support is needed.

Note: These comments will not display on a participant’s plan. Use these comments to discuss funded supports as part of a plan implementation meeting.

8. If the support meets all of the NDIS funding criteria under the Justifications heading, select the checkbox.

9. Record Justification in the free text field. For some supports, this might automatically populate. For more information about recording justifications, refer to article Add budget justifications.

Note: This field has a character limit of 3000. Certain special characters in this field may cause an error, this is generally caused when copying justifications from SAP CRM into PACE. If you see the characters |%, you will need to remove these before you can select save.

10. If you’re using evidence to support your justification, select the Evidence Used checkbox.

11. Select the Evidence Type from the drop-down list.

• if the Evidence Type is Document, go to step 12
• if the Evidence Type is Other, go to step 13.

12. Enter the Evidence Link name. You can view linked evidence on the Evidence tab of the Plan Approval case. To learn more about linking evidence, refer to article Add and link evidence to a case.

13. Enter the Evidence Explanation into the free text field.

14. If you need to add more evidence to support your justification, select the checkbox Add further evidence links and repeat step 11.

15. Select Save.

Remove capacity building AT funding

To remove capacity building AT funding in a draft budget, complete the following PACE steps:

1. In the Plan Approval case, select the Draft Budget tab.

2. Select Improved Daily Living Skills from the Stated Budget items.

3. If removing the support item, scroll to bottom and select Remove Support from Budget.

4. Select Yes to Are you sure you want to remove?

5. Select Save.

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Next steps

1. If you have added or updated capacity building AT supports, you will need to make a fund management decision. Refer to article Make fund management decision.
2. If you need to add further supports, refer to article Change the draft budget.
3. If you are ready for the plan meeting, refer to article Prepare for the plan meeting.

Article topics and case names – internal use only

Topics

This article relates to the following topics:

• Add: t_assistivetechnology
• Add: t_createaplan
• Add: t_hearing
• Add: t_planchanges
• Add: t_reasonableandnecessary

Case names

You can use this guidance for the:

• Add: case_planapproval
• Add: case_planchange
• Add: case_technicaladvice

Version control

Version	Amended by	Brief Description of Change	Status	Date
1.0	CS0074	Class 1 approval	APPROVED	2022-11-02

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