NDIA Accountability Project

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Prepare to submit a plan change request

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Prepare to submit a plan change request

SGP KP Publishing

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Table of Contents

  1. Recent updates …………………………………………………………………………………………………….. 4
  2. Before you start …………………………………………………………………………………………………….. 5
  3. Check authority to request a plan change ……………………………………………………………… 6 3.1 Check identity and consent …………………………………………………………………………………… 6
  4. Check supporting information for a plan change request ……………………………………….. 7
  5. Understand if the participant is at risk …………………………………………………………………… 9
  6. Check if the current plan is in PACE or SAP CRM ………………………………………………… 10
  7. Check for related open cases ………………………………………………………………………………. 11 7.1 For Partner staff …………………………………………………………………………………………………. 11 7.2 For NDIA staff with delegation ……………………………………………………………………………… 12 7.3 Cancel or close a plan change case …………………………………………………………………….. 12 7.4 Withdraw a plan change request ………………………………………………………………………….. 13
  8. Understand the Plan change request type ……………………………………………………………. 14 8.1 Plan variation (s47A) ………………………………………………………………………………………….. 14 8.2 Plan reassessment (s48) …………………………………………………………………………………….. 15
  9. Next Steps …………………………………………………………………………………………………………… 16

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This article provides guidance for all NDIA staff and partners to:

  • check authority to request a plan change
  • check supporting information for a plan change request
  • understand if the participant is at risk
  • check if the participant’s current plan is in PACE or SAP CRM
  • check for related open cases
  • understand the plan change request type.

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1 Recent updates

15 December 2025 Guidance updated to

  • advise staff to cancel the plan change case that’s created as part of a plan continuation
  • align with National Disability Insurance Scheme (Variation and Reassessment of Participants’ Plans) Rules 2025
  • make sure relevant information and evidence is considered before making a plan change decision
  • check the participant has consented to the plan change request
  • consider any conflict of interest with the plan change request
  • link to article ‘Create and action a request for a replacement support’ renamed to ‘Understand, create and action a request for a replacement support’

10 November 2025 Guidance updated to explain:

  • you need to submit requests as a Participant plan change request unless it specifies a plan variation (s47A) or a plan reassessment (s48) or you have delegation to make a decision
  • you need to submit the plan change request if the participant confirms there’s no supporting evidence for their request
  • how to action a plan change request if the plan is still in SAP CRM.

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2 Before you start

You have:

  • received a plan change request
  • read and understood Our Guideline – Changing your plan (external)
  • read and understood Our Guideline – Your privacy and information (external)
  • read and understood article Consider a request for personal information
  • read and understood the NDIS operations instrument of delegation.

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3 Check authority to request a plan change

When you receive a request for a plan change, you’ll need to check if the person is authorised to make the request. You can only accept a plan change request from the participant or their authorised representative. Authorised representatives must have the right permission.

If you think there’s a risk to the participant, go to section Understand if the participant is at risk in this article.

You must check the identity of the person asking for the plan change.

  1. Tell the person you need to confirm their details before proceeding.
  2. Complete a security check by asking for 3 pieces of personal or unique information about themselves. For example, date of birth, home address, mobile phone number or email address. Use section How to complete a security check in article Consider a request for personal information.
  3. Check the person has the right authority. Use article Check consent, nominee, child representative or self-representation authorities and make sure they have Submit request for a Plan Change permission.

If the person tells you they have consent, but it’s not recorded in PACE, you must not proceed. To get the participant’s consent to make a plan change you can:

  • make an outbound call to the participant or their authorised representative
  • have the participant provide written consent through an email, letter or consent form. To find the consent form, go to Consent forms (external).

If consent is given, you must record this in PACE. Go to article Record consent to share information or for a third party to act.

Note: if the person is recorded in SAP CRM but this information hasn’t transitioned to PACE, you must verify their identity and consent. Use articles Understand consent requirements and Understand the articles to use for the Managed Authorised Representative case.

If you aren’t sure if the person asking for the plan change has the right authority or consent, talk to your team leader. If your team leader is also unsure, they may seek advice from privacy@ndis.gov.au.

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4 Check supporting information for a plan change request

You may receive a plan change request verbally, by email or in a Change of details or change of situation form (external). The form doesn’t need to be completed to submit a plan change request.

The participant or authorised representative may provide information to support their plan change request which shows how their situation has changed. This can include new assessments or reports about disability-related support needs. Make sure they understand supporting evidence will help us make a decision about their plan change request. Explain that if we don’t have the necessary information or evidence we need, the participant’s request may be declined.

To learn more about the information we need, go to [Fact sheet: Evidence you need to give us before we create or change your plan (external)](/foi-library/releases/e6d4210adafc-foi-24-25-0786-disclosure-log-documents/document-001__what-evidence-do-you-need-to-give-us-before-we-create-or-change-your-plan/).

You must not delay submitting the request if the participant or authorised representative confirms they don’t have any supporting information. If participant tells you they want to submit evidence later, help them understand the Evidence you need to give us before we create or change your plan (external). Tell them they can send us their information by email to enquiries@ndis.gov.au or via the my NDIS participant portal (external).

You’ll need to upload and link any new information to the plan change case. Use articles Add documents to a case and Add and link evidence to a case.

Tell the participant or authorised representative they’ll receive a letter after the plan change request is submitted with information about what to expect next. Check their correspondence preferences in PACE are correct. Go to article Check a person’s preferred contact method. Confirm the participant’s personal details in PACE are correct. If not, create the relevant cases in PACE to record or update this information. These may include:

  • an Update Person Account case to record any changes to the participant’s details. Go to article Update a person account. If the participant wants to report a new condition, use article Update the participant’s disabilities using the update person account case
  • a Check-In case to talk to the participant and find out more about the change in their situation. Go to article Create a check-in case.

Don’t create a new check-in case if this plan change case was generated from a reassessment check-in. You can review information recorded at the reassessment check-in, which will be linked as the parent case.

  1. From the Person Account, select the Cases tab.
  2. Select the relevant Plan Change case from the Open Cases list.
  3. Select the Case Activity tab then select Related Cases.

You’ll need to gather as much relevant information as possible for the delegate to think about when they’re considering the plan change request.

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To learn more about how to discuss information and evidence for plan change requests, go to article [Discuss a participant plan change request](Discuss%20a%20participant%20plan%20change%20request).

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5 Understand if the participant is at risk

You may identify that the participant is at risk because their situation has changed.

Note: if you identify an immediate threat or risk of harm, you must call emergency services on 000.

When you create the plan change request, you must complete the risk matrix. This will help you escalate the request, if needed.

You may need to report a risk to the participant using the Participant Critical Incident Framework on the Participant Critical Incidents intranet page. Reportable Participant Critical Incidents must be submitted using the Participant Critical Incident case.

To learn more, go to articles Understand participant critical incidents and Create a participant critical incident case.

If you need more help, talk to your line manager.

You should also think about if there are any conflicts of interest with the plan change request being made. To learn more, go to article Understand conflict of interest.

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6 Check if the current plan is in PACE or SAP CRM

You’ll need to check the person account to see if the participant’s current plan is in PACE or SAP CRM. The plan will still be in SAP CRM if:

  • SAP CRM is displayed on the Details tab, at Overview, next to Current Plan
  • No is displayed on the Details tab, at Account Information, next to Planning Ceased in SAP CRM
  • The My Profile tab has no plans listed on its Plan tab.

If the participant is requesting a change to their plan but their current plan is in SAP CRM, you must submit the request as a Participant plan change request. Use article [Create a participant plan change request](Create%20a%20participant%20plan%20change%20request).

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When you prepare to submit a plan change request, you must check if the participant has any relevant open cases for the same request or issue. To check for any open plan change or internal review cases:

  1. From the Person Account, select the Cases tab.
  2. At Open Cases, select Case Record Type. This will sort the list of open cases by type. You need to avoid the drop-down arrow in the column header.

IMPORTANT: if there’s an open plan change case that was created as part of a plan continuation, you need to cancel it. If you don’t, the plan continuation won’t work due to limitations of the Participant Budget Update case that will be created if you progress the case.

Note: this is only for plans approved after 9 October 2024.

To check if the case is part of a plan continuation:

  1. Go to the Details tab and confirm the Case Reason is Plan continuation.
  2. 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.
  3. Go to the Request tab and select Next at Initiate Request. Confirm Change the reassessment date is automatically selected at Plan Change Requests.

After you’ve confirmed the case is part of a plan continuation, cancel it using article Cancel or close a plan change case. The plan will now progress and will automatically continue at the current plan expiry date. No further action is needed for this to occur.

7.1 For Partner staff

If there’s already an open plan change case, you’ll need to:

  • add further information to the existing case. Use article Add documents to a case
  • log an activity and record the details to help the delegate make their decision. Use article [[Log an activity or internal note](/foi-library/releases/23fb25e35a95-foi-24-25-0519-decison-document/document-001__log-an-activity-or-internal-note/)](Log%20an%20activity%20or%20internal%20note).

If there’s already an open internal review case and you’ve confirmed it relates to the same issue, you’ll need to:

If there’s no relevant open cases, all Partner staff need to go to article [Discuss a participant plan change request](Discuss%20a%20participant%20plan%20change%20request). You’ll continue your conversation with the participant or their authorised representative before creating the plan change request in PACE.

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7.2 For NDIA staff with delegation

If there’s already one or more open plan change cases, you’ll need to determine if this is a new request or if it’s further information about an existing request.

If it’s further information for an existing plan change request:

  • add this to the existing case. Use article Add documents to a case
  • log an activity and record the information you’ve been provided. Use article [[Log an activity or internal note](/foi-library/releases/23fb25e35a95-foi-24-25-0519-decison-document/document-001__log-an-activity-or-internal-note/)](Log%20an%20activity%20or%20internal%20note).

If it’s a new plan change request:

  • go to the Decision tab in the Plan Change case
  • go to Legislative Type Details to check the Legislative Type.

You must complete this check as it may show a different legislative type to the Plan Change Requests table on the Decision tab. You may need to use this information in your discussion with the participant before you create the plan change request.

If the existing legislative type is:

  • S47A, you’ll need to create another s47A request. Use section Create a participant requested plan variation (s47A) request in article [[Create a participant plan change request](/foi-library/releases/441f065ae1c8-foi-24-25-1912-disclosure-log-documents/document-009__create-a-participant-plan-change/)](Create%20a%20participant%20plan%20change%20request)
  • S48, you’ll need to create another s48 request. Use section Create a participant requested plan reassessment (s48) request in article Create a participant plan change request.

If there’s an open internal review case:

7.3 Cancel or close a plan change case

Don’t close an open plan change case and create a new case if it’s been generated from a reassessment check-in case.

If it’s still in progress or pending outcome and you have delegation to make a decision:

  • you can change the legislative type
  • you need to talk to the participant if you’re changing the legislative type from a plan variation (s47A) to plan reassessment (s48)

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  • complete the steps in section If the plan change case is generated from a reassessment check-in in article [Assign and review a plan change case](Assign%20and%20review%20a%20plan%20change%20case).

Only close the open plan change case if:

  • there’s no plan change request recorded, or
  • there’s a closure reason, but the case is still open. For example, if the case was created as part of a plan continuation and needs to be cancelled so the plan can automatically extend.

To do this, go to article Cancel or close a plan change case.

7.4 Withdraw a plan change request

A plan change request can be withdrawn if the participant or their authorised representative has:

  • asked us to withdraw their plan change request
  • endorsed the withdrawal of the plan change request after you’ve explained to them the plan change requests will be included in another case in PACE
  • told us their situation has changed.

To withdraw a plan change request, you’ll need expressed and informed consent from the participant or authorised representative. You need to make sure the authorised representative has the correct permission. Use articles Check consent, nominee, child representative or self-representation authorities and Withdraw a plan change request.

If the request has been withdrawn, you can create a new plan change request that captures the participant’s current circumstances.

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8 Understand the Plan change request type

Make sure you’ve discussed the plan change request with the participant or authorised representative before creating the request in PACE.

If you don’t have delegation to make a decision, you need to select Participant plan change request for all requests, unless the participant or authorised representative specifically states they are requesting a plan variation (s47A) or plan reassessment (s48). You’ll learn more in article, [Create a participant plan change request](Create%20a%20participant%20plan%20change%20request).

If you have delegation to make a decision to vary or reassess a plan and have identified a need for a CEO-initiated plan change, go to article Create a CEO-initiated plan change request. You can check your Delegations and authorisations on the intranet.

When a participant makes a request for a plan change and isn’t specific, the delegate will consider the most suitable option to meet the participant’s needs.

8.1 Plan variation (s47A)

This request type is to make minor changes to a plan. For example, to:

  • add crisis or emergency funding due to a significant change in the participant’s NDIS support needs. This can be for a once-off support or for a specific period of time
  • include a new support as a once-off or for a specific period of time
  • change the fund management type
  • change the reassessment date after a reassessment check-in to continue the participant’s current NDIS supports for up to 12 months.

Due to limitations for plans with funding periods, some changes can’t be completed in a plan variation (s47A).

You can’t:

  • change the plan reassessment date. This is because those funding periods don’t calculate correctly when a new reassessment date is selected. This will be updated in a future PACE release
  • change the budget type or instalment type of a support category in the participant’s plan. For example, from flexible to stated, or from once-off to regular
  • change the length or reduce funding for past or current funding periods of a funded support from the participant’s plan. In certain circumstances, you can remove or reallocate funds to another funded support, but this still has to meet the NDIS funding criteria. This doesn’t apply to updating a participant’s plan through an s100 decision, though you’re still unable to remove a funded support
  • change the fund management type for an individual flexible core support category when it’s been grouped with other flexible core supports in the same funding component
  • change the fund management type for individual flexible core supports at the support category level. You can still do this at the funding component level.

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Note: if the plan was approved between 9 October 2024 and 18 May 2025 and has a duration other than 12 months, it won’t have funding periods. The above limitations don’t apply.

8.2 Plan reassessment (s48)

This is a request to initiate the plan reassessment process outside of the scheduled plan reassessment. A plan can only be reassessed if the participant has had a significant change in their need for NDIS support due to a change in their situation.

The situations we think about are:

  • if the participant’s functional capacity has changed
  • if the participant’s informal supports have changed
  • if the participant’s living situation has changed
  • if there has been a significant life transition, like starting or leaving school
  • if the participant’s right to compensation for personal injury from another Commonwealth, state or territory agency or under another insurance scheme has changed.

To learn more about these requests, go to article [Understand and choose the right plan change request](Understand%20and%20choose%20the%20right%20plan%20change%20request).

To learn more go to section What is a plan reassessment? in Our Guideline – Changing your plan (external).

Note: if the participant or authorised representative requests a replacement support, go to article Understand, create and action a request for a replacement support.

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9 Next Steps

Discuss the plan change request with the participant or authorised representative before creating it in PACE. To learn more, go to article [Discuss a participant plan change request](Discuss%20a%20participant%20plan%20change%20request).

To create a participant plan change request, go to article [Create a participant plan change request](Create%20a%20participant%20plan%20change%20request).

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Standard Operating Procedure

For Internal Use Only

  1. Refer to and follow the steps in the article Create and submit a home and living application and also complete the below steps in alignment with the article.
  2. Link the main documents reviewed and considered for the s100. This includes the original internal review request lodged by the authorised representative.

3.3 SDA eligibility decision

If an SDA eligibility decision is made to remove SDA, the following needs to be considered:

If the participant is living in SDA:

  • SDA cannot be removed from the plan.
  • When reviewing the SDA decision, if you identified that the current SDA eligibility decision is not reasonable and necessary complete an implementation interaction for HALPO to be notified and for them to review and support transitional arrangements.

If the participant is not living in SDA:

  • Once the SDA revoke decision has been completed the IRO will need to complete an Explanation of decision call to the stakeholders of the participant.
  • To complete the call and to create an enquiry case linked to the internal review case, refer to article IRT - Explanation of a decision
  • An implementation interaction will need to be completed with the details to support future transitional planning. This will include an outcome for all removed SDA decisions.

3.4 Record a Home and Living Decision

  1. From the Housing Application case, select the Eligibility Decision tab to record the decision using the Home and Living Justification Framework template below.

Make sure you have filled in relevant fields and preview details of the Eligibility Decision.

Home and Living Justification Framework Template.

Decision Justification Template:

  • Decision Made By:
  • SME input user ID:
  • Participant Summary
    • Name:
    • NDIS Participant Number:
    • S100 PACE Case Number:

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  • Age:
  • Disability/ies considered:
  • Expected progression: (are the Participant’s needs stable, increasing or declining?)
  • Home and Living supports requested as part of s100: (SIL, ILO, 24/7 x 1:1, SDA)
  • Is this their first time requesting Home and Living supports: Yes/No (make sure checks are undertaken for legacy decisions)
  • If no, what was the previous Home and Living decision: (include SIL and/or SDA, and/or ILO)
  • Does this decision include a transition: yes/no

Justification

Include:

  • Current living situation (For example, SIL/own home/ SDA/in hospital/aged care).
  • Describe what has changed as part of the Home and Living Decision (for example change in function, change in living situation, new evidence).
  • Clearly outline the purpose of the funded supports (including focus on functional impairment, cognitive function), provide a clear justification for the changes made.
  • Describe any additional considerations noted in the evidence including other support models that were considered (for example SIL considered prior to 24/7 x 1:1), DRHS considerations, BOC.)

Housing Decision templates – Delete if not required

ADL decision (can be adjusted for 24/7)

I have been unable to determine the participant suitable for Supported Independent Living (SIL) as their current disability-related support needs do not suggest they meet SIL suitability requirements. As outlined in Our Guideline - Supported Independent Living, to be suitable for SIL an individual must require 24/7 formal support including a minimum of 8 hours per day of direct, active support. I have instead determined <Participant Name> suitable for drop-in assistance with daily living (ADLs) support.

Total Assistance with Daily Life, including short term respite (STR): $

Considering the disability-related support needs I concluded <Participant Name> suitable for <Insert hours and ratio of support for example 3 hours per day of 1:1> assistance with daily living supports (ADLs) at standard/higher intensity to support them

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Standard Operating Procedure

For Internal Use Only

with disability-related support needs. These hours can be used flexibly within the provided budget according to their disability-specific support needs.

In addition to this, I determined <Participant name> suitable for <insert hours per week> of social and civic community participation to support them to safely access the community and Coordination of Support <insert hours> to support him/her/them to establish and maintain his/her/their support services.

SIL Suitability – delete if not required

<Participant name> is suitable for SIL as they require 8 or more hours of active support and 24/7 support and monitoring to complete activities of daily living, with on-site overnight support from a disability support worker. Suitable SIL supports are as follows:

  • Remoteness: (Metro, Remote, Very Remote)
  • Intensity Price level: (Standard/Higher Intensity)
  • Base Support Ratio:
  • Individual support hours per week:
  • Other support hours per week:
  • Overnight Support: Inactive/Active

SIL support and budget determination:

  • Regular SIL plan annual value: $
  • Irregular SIL supports annual value: $
  • Total SIL plan value (Category Level Amount): $

SDA Eligibility – Delete if not required

<Participant name> is eligible for SDA pursuant to the SDA Rules as they have an extreme functional impairment and/or very high support needs. The SDA decision is:

  • Design category:
  • Building type and number of residents:
  • Location:

Fire Sprinklers and onsite overnight assistance allowances are available, provided they choose to reside in SDA with these features. This equates to a maximum national annual budget of $<insert amount> for the 2025/2026 financial year.

ILO Suitability – Delete if not required

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Standard Operating Procedure

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<Participant name> is suitable for ILO as they require at least 6 hours of active support per day and may need assistance with problem solving at other times. Suitable ILO supports are as follows:

  • Stage One – Exploration and Design: (up to 30, 50 or 100 hours)
  • Stage Two – Supports: (Level 1 up to $105,000 per year / Level 2 up to $150,000 per year / Level 3 up to $230,000 per year)

SIL Transition Budget Determination – Delete if not required

  • Transition Duration: x weeks
  • Transition Value (total): <Total – from Step-Down HaL Calculator or PCST>
  • Initial transition support and budget determination (inclusive of step-down calculation):

Delete if not required SIL decisions only

SIL support and budget determination:

  • Regular SIL plan annual value: $
  • Irregular SIL supports annual value: $
  • Total SIL plan value (Category Level Amount): $

Delete if not required (All other HaL Decisions)

Declined Supports: if applicable, detail any declined supports and your justification for declining (For example Requested active overnights declined as the evidence provided does not indicate the need for more than 2 hours per night of active support).

What evidence was assessed as part of this Home and Living decision?

List the reports/evidence that was used to inform only the Home and Living decision including the document number

  1. Refer to article [View and update a home and living application](View%20and%20update%20a%20home%20and%20living%20application) to finalise the housing application.

    Note: Final HaL Documents Naming conventions:

    Home and Living Calculator:

    Participant SURNAME Participant Name s100 Outcome – HaLC NOT FOR DISTRIBUTION YYYY-MM-DD

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  • SDA Calculator: Participant SURNAME Participant Name s100 Outcome - SDA Calc NOT FOR DISTRIBUTION YYYY-MM-DD
  1. Refer to article Update housing and accommodation details, which must be completed when making a housing decision.
  2. Refer to the IRT - Enacting a planning review decision to implement the decision (including writing and sending the decision letter and plan build if applicable).

3.5 Home and Living Calculations

  1. For a shared Supported Independent Living (SIL), refer to the below articles which will support you in making the SIL decision:

  2. Use the Home and Living Calculator (HaLC) to calculate SIL decisions.

  3. For Assistance with Daily Life (ADL), Onsite Shared Supports (OSS), Individual 24/7 Support Model and Individualised Living Options (ILO) use the Plan Conversation Support Tool (PCST) to calculate the Home and Living decision.

  4. Refer to the below articles to identify the correct value to include in the Assistance with daily life budget:

    Note: When a decision is returned from CRAM, do not copy the decision into the justification, refer to article Understand support justifications.

  5. When the decision has been made, close and finalise the PACE case. Make sure the decision is implemented in PACE and the chevron is moved to completed.

  6. Refer to Appendix B – PACE Status Definitions to make sure the correct status is selected in PACE.

    Progress decision as per BAU, complete any other requests and finalise as per Internal Review Knowledge articles.

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Standard Operating Procedure

For Internal Use Only

  1. If the plan requires High Decision Delegate (HDD) level 4 approval, follow the current HDD level 4 process.

  2. Once the decision has been actioned on PACE along with the decision being implemented in PACE and the chevron moving to completed, make sure applicable closure tasks are completed.

    Note: Refer to Appendix B – PACE Closure Status Definitions to make sure the correct closure status is selected in PACE.

5. Feedback

If you have any feedback about this Standard Operating Procedure, submit a ticket via the Internal Review Branch – Operations Support and Governance Service Desk.

6. Version control

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Standard Operating Procedure

For Internal Use Only

7.1 Appendix A - Level 5 High Decision Delegate

Internal Review officers will only need to raise a housing application where there is a request to change the support categories Home and Living or Assistance with Daily Life. It will be evident that it is a Del 5 Housing Application because:

  • the previous decision was made by a level 5 delegate or
  • continuous 2:1 supports have been requested or
  • the total plan value will be $1.265 million or over.

To create and submit a Housing Application case, refer to article Create and submit a home and living application. Make sure to complete the following steps as part of your application.

  1. At New Case: Housing Application, in Parent Case, enter the case number of the Internal Review case associated with the housing application. This will create a link between the two cases.

  2. At Description, you must note your IRO Login ID. This is so that Del 5 can contact you and assign the decision back to you when it has been completed.

  3. At Risk Level, select Complex from the drop-down list.

  4. At Prioritisation Reason, select 4 – Accepted s100.

  5. On the Assessment tab, complete all required information until you reach Additional Information and Supporting Documents.

    Note: Review of an SDA decision should include specific information in relation to the model. For example, Robust, High Phys, Fully Accessible, and the number of beds or residents requested.

  6. At Will this application require or likely require Delegate Level 5 plan approval (Annualised plan value greater than $1M)? select Yes.

  7. At Is there a reason for prioritisation? select 4 – Accepted s100 from the drop-down list.

  8. At Prioritisation Comment, you need to list everything requested under s100. For example:

    • 24/7 nursing supports – registered nurse
    • Funding for 2:1 supports in the community – 8 hours 3 days per week
    • 2:1 24/7 with one active and one inactive overnight support – higher intensity

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Standard Operating Procedure

For Internal Use Only

  • SDA – Single occupancy, Robust – 2 bed, 1 res. Be specific about overnight supports – for example. 2:1 active, 1:1 inactive.
  1. At Application Source, select Accepted Review of a Reviewable Decision (s100).
  2. Enter the review request day, month and year in Review Request date day (DD), Review Request date month (MM) and Review Request date year (YYYY).
  3. Once submitted, assign your application to the HaL Complex Queue. Refer to article Develop a delegate level 5 (Del 5) plan for further information.

7.1.1 Del 5 Process Map

Initial Home and Living Assessment:

  1. Internal Review Officer (IRO) raises the Home and Living (HaL) Application.

  2. Del 5 Secretariat team will triage the work and

    • potentially return to IRO for RFI if further information or
    • TAPIB advice is required or
    • allocate to the next available Home and Living Assessment Meeting

  3. Home and Living panel will assess the Home and Living request and make a Home and Living Decision.

    Note: This is only based on the Home and Living supports requested, the Home and living panel will not determine other requests such as transport, therapies etc.

  4. If the Home and Living panel Decision:

    • Results in the total plan value falling under the current Del 5 Instrument of Delegation (IoD) ($1.265m), the Home and Living Decision will be returned to the IRO to build into the plan and Del 5 will have no further involvement. Del 4 can approve the plan if plan value falls under the current Del 4 IoD.
    • Results in the total plan value exceeding the current Del 5 IoD, the Home and Living Decision and the plan build component will be returned to the IRO to complete and once built, is then sent back to Del 5 via the Plan Approval (PA) / Participant Budget Update (PBU) case.

Note: Refer to the NDIS Act 2013 Operations Instrument of Delegation 1 of 2025 – signed for current delegation information

V11.0 2025-11-21 Actioning Internal Review Home and Living Requests Page 12 of 16 This document is uncontrolled when printed. OFFICIAL Page 145 of 251

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Page 146 of 251

FOI 25/26-1615

Page 147 of 251

FOI 25/26-1615

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FOI 25/26-1615

Page 149 of 251