Update the reassessment date in a participant budget update

Document 20

Guidance in this document is not approved for use unless you view it in PACE.

This article provides guidance for a planner delegate, planner (non-partnered area) or an external review officer to:

update the reassessment date
reduce the plan duration.

Recent updates

15 December 2025

Guidance updated to advise staff to cancel the participant budget update case if it was created as part of a plan continuation.

Before you start

You have:

read and understood Our Guideline – Changing your plan (external)
read and understood Our Guideline – Creating your plan (external)
made a decision on a plan change to vary a plan without funding periods.

Update the reassessment date

IMPORTANT: if the Participant Budget Update case was created because you accidentally made a decision in a Plan Change case which was part of a plan continuation, you need to cancel it. If you don’t, the plan continuation won’t work.

To check if the case is part of plan continuation:

Go to the Details tab and select Parent Case. This will take you to the Plan Change case related to this case.

V11.0 2025-12-05 Update the reassessment date in a participant budget update 192235018 Page 1 of 4

In the Plan Change case, go to the Details tab and confirm the Case Reason is Plan continuation.
Go to the Decision tab and confirm the Plan Continuation Confidence option shows. This only shows for cases created as part of a plan continuation.

After you’ve confirmed the case is part of a plan continuation, you’ll need to cancel the Participant Budget Update case.

Select Cancel Case.

Because you made a decision in the plan change case, the participant will receive a letter telling them we’re going to change their plan. You’ll need to contact them to let them know the letter was sent accidentally and their plan will be extended as discussed in the check-in.

If the plan was approved on or after 9 October 2024, you cannot change the reassessment date with a plan variation (s47A), you’ll need to complete a plan reassessment (s48). Go to section Create a CEO initiated plan reassessment (s48) request in article Create a CEO initiated plan change request.

To update the reassessment date in the Participant Budget Update or Plan Change case:

Select the Budget Updates tab.
Select Update Plan Reassessment Date.
Select Year and Select Month from the drop-down lists.
Select Calculate New Reassessment Date.
At Justifications, select Agency set plan duration from the drop-down list.
Select Adjust Reassessment Date.

Reduce the plan duration

There will be limited situations where you’ll need to reduce the plan duration for less than 12 months. This includes for orders received from the Administrative Review Tribunal (ART).

In the Participant Budget Update or Plan Change case, select the Budget Updates tab.
Select Update Plan Reassessment Date.

V11.0 2025-12-05 Update the reassessment date in a participant budget update 192235018 Page 2 of 4

Select Year and Select Month from the drop-down lists.

Note: the new reassessment date must be at least one month after the last plan approval date. You’ll receive an error if the date is less than one month from the last approval date.
Select Calculate New Reassessment Date.
Check the New Reassessment Date aligns with the expected date. For example, the date in the ART order.
Select Justifications reason from the drop-down list.

Note: if you’re reducing the plan duration based on an ART order, use Plan duration set based on AAT order as the justification.
Select Adjust Reassessment Date.

Next steps

Finalise and approve the participant budget update case. Go to article Finalise and approve a budget update.

Article labels

PACE user role names

No change.

Topics

No change.

Case names

No change.

Ownership

No change.

Version control

V11.0 2025-12-05 Update the reassessment date in a participant budget update 192235018 Page 3 of 4

Version	Amended by	Brief Description of Change	Status	Date
10.0	DD0014	Class 1 approved Removed requirement for 12-month plan duration and reference to funding period running for full length of the plan.	APPROVED	2025-06-06
11.0	AHB706	Class 1 approved Guidance updated to advise staff to cancel the participant budget update case if it was created as part of a plan auto-continuation	APPROVED	2025-12-05

V11.0 2025-12-05 Update the reassessment date in a participant budget update 192235018 Page 4 of 4