DOCUMENT 2 FOI 24/25-1418 | MR25/01325
Discuss funded supports SGP KP Publishing
Exported on 2025-09-02 22:25:09
Page 16 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
Table of Contents
1 Recent updates …………………………………………………………………………………………………….. 4
2 Before you start …………………………………………………………………………………………………….. 5
3 Confirm the participant understands their funded supports and how to use them ….. 6 3.1 Complete funded supports information …………………………………………………………………… 6
4 Explain plan changes and review of the decision …………………………………………………… 9
5 Next steps …………………………………………………………………………………………………………… 10
Table of Contents – 2 Page 17 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
This article provides guidance for a planner delegate, planner (non-partnered area), participant support officer, local area coordinator or early childhood partner to: • confirm the participant understands their funded supports and how to use them • explain changes to the participant’s plan • explain how we review our decisions.
Recent updates – 3 Page 18 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
1 Recent updates
25 November 2024 Updated guidance to correct link to article Record and action a request for a budget breakdown.
3 October 2024 Updated guidance to: • advise participants that their plan letter and included supports will look the same until PACE updates are completed for new legislative change • add replacement support reference.
Recent updates – 4 Page 19 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
2 Before you start
You have read and understood: • Our Guidelines – Your plan (external) • Our Guidelines – Supports you can access (external) • article Guide – Conversation style guide • article Support Categories.
You have reviewed and completed the: • participant’s plan approval letter, plan and goals • Handover Notes to make sure any notes about the participant’s wishes are considered and to help implement the plan • Update Profile screen, using article Implement community and mainstream supports.
Before you start – 5 Page 20 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
3 Confirm the participant understands their funded supports and how to use them
Talk with the participant or their authorised representative about how they can use NDIS supports funded in their plan. This is an opportunity to support the participant to make the most of their funded NDIS supports to pursue their goals. You may want to talk with the participant about tools and resources available to help them manage their funds, like the Budget calculator (external) or Factsheet: Using your NDIS plan (external).
Note: In July 2024 we updated the plan letter and supports to include comments to help the participant understand how to use their plan. We’re now updating our computer system for new legislative changes. Until these changes are finalised, you must advise the participant their plan letter and supports included will look similar.
3.1 Complete funded supports information
In the Plan Implementation case, at the Funded Supports screen:
- At Discuss with the participant if they require any clarifications, they are comfortable with what has been included in their plan and how to use their funded supports, select:
o Further discussion or clarification required, go to step 2.
o No further discussion or clarification required, go to step 5.
- At Confirm the following topics have been discussed and understood by the participant, select all the options you’ve discussed with the participant. The options are:
o The plan funding included in the participant’s plan. Talk about what the different budgets in their plan mean. Talk about how the supports can help the participant pursue their goals and help them to find and connect with providers. To learn more, go to article Connect with providers.
o Any changes from their previous plan. Talk about what funded NDIS supports have changed since their previous plan. Note: If you’ve changed the duration of the participant’s plan tell the participant we’re updating our computer system for the new legislative changes. Until we complete these updates, new and reassessed plans will generally be 12 months (1 year) in length.
o The different support categories and their flexibility. Talk with the participant about the different support categories. Check that the participant understands which of the core supports in their plan are flexible and what supports they can buy more generally. This means they have more choice about how to use their funding between these flexible support categories. To learn more, go to article Support Categories.
o Talk with the participant about spending in line with their plan budget. This will make sure their funding will last the full length of their NDIS plan. Advise the participant if they’d like more details about the supports that make up their plan’s total budget amount, we can send this to them. They can contact us and ask for a Budget Breakdown. To learn more, go to article Record and action a request for a budget breakdown.
o You may also want to talk about their provider relationships, both now and in the future. Note: If the participant’s plan includes Agency-managed NDIS supports such as home and living, behaviour support or specialist disability accommodation (SDA), you must make sure these support categories have been added. This is
Confirm the participant understands their funded supports and how to use them – 6 Page 21 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
so provider relationships can be added or updated, and the provider can access funds in the plan. If the provider is not yet known, make sure you add it as soon as it is. This is important so the provider can submit a claim to access funds. To learn more, go to article Add or update a provider relationship. Participants with Agency-managed funds to pay for NDIS supports, can accept or decline provider relationship requests in the my NDIS participant portal. They can also change the information they consent to share with providers. To learn more, go to article my NDIS portal – Understand provider relationships and consent to share information. You can provide the participant a copy of, or a link to, Factsheet: Support categories (external).
o The value and importance of service agreements. Explain how important service agreements are. Talk to the participant about how they can negotiate their supports to make sure the service provided meets their support needs and helps to pursue their goals. To learn more, go to article Discuss service agreements.
o If any supports have been stated in the plan, the participant knows who can deliver the support and how it may need to be provided. Talk about which supports in their plan are stated. If capital supports are included, talk about when to get a quote. To learn more, go to article Understand high-cost assistive technology (AT) funding.
o Organising and planning supports over the life of the plan. Talk to the participant about how to use and make the most out of their plan. Talk to them about tools and resources to help keep track of their funding and supports. For example, how they can use the Budget calculator or the Support Organiser (external).
o Entering and ensuring bank account details are up to date. Check the participant’s bank details are correct. To do this, go to article View bank account details. If they have a plan nominee or authorised representative with manage plan funding authority, make sure their bank details are correct and assigned to the participant. To learn more, go to article Before you update bank account details. Note: You must record bank details within 2 weeks of the plan being approved in PACE. This is to make sure the participant automatically receives recurring payments for NDIS funded supports and services. They can give us bank details through their my NDIS contact or any of the contact (external) options listed on the NDIS website. If bank details aren’t recorded on the person account within 2 weeks, a Claim and Payment Enquiry case will have to be created. To learn more, go to article Create a new claim and payment enquiry case.
-
If you make a referral on behalf of the participant, you must log an activity using article Log an activity or internal note. To learn more about how to support the participant to connect with providers and how to make a referral, go to article Make a referral.
-
Record what you’ve talked about and what support you’ve given the participant at the implementation meeting in the Supporting Notes screen of the Plan Implementation case. This means the participant doesn’t have to retell their story or repeat information they’ve already told us. Note: Don’t record information in the If any of the above topics were not able to be discussed, use the notes section to describe why and any alternative strategies being used free text field. This is because you may not be able to view this information once this case is closed.
-
Select Yes or No at Has funding been included for supports to assist the participant implement their plan i.e., Support Coordination or Psychosocial Recovery Coach support?. If you select:
o Yes, and the participant needs a new or updated request for service, you’ll need to create a Request for Service case. To learn more, go to article Complete the request for service. Select Next.
Confirm the participant understands their funded supports and how to use them – 7 Page 22 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
o No, select Next.
To learn more about support coordination, go to Support coordinators (external). To learn more about psychosocial recovery coaches (recovery coach), go to Psychosocial disability supports (external).
Confirm the participant understands their funded supports and how to use them – 8 Page 23 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
4 Explain plan changes and review of the decision
Talk about the date when their plan will be reassessed and where they can find their plan reassessment date in their plan. To learn more, go to Our Guidelines – Changing your plan (external). Explain what they need to do if they want to make a change to their plan. We call this a plan reassessment or plan variation.
Explain to the participant their review rights. Explain what to do if they don’t agree with our decision. To learn more, go to Our Guidelines – Reviewing our decisions (external).
Note: If the participant or authorised representative requests a replacement support, go to article Create and action a request for a replacement support.
Explain plan changes and review of the decision – 9 Page 24 of 85
FOI 24/25-1418 | MR25/01325 SGP KP Publishing – Discuss funded supports
5 Next steps
Talk about how the participant’s funding will be managed. To do this, go to article Discuss fund management.
Next steps – 10 Page 25 of 85