FOI 24/25-1870 DOCUMENT 1

Outlook

Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL]

redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material
Date: Wed 23/04/2025 10:02
To: SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material

@ 3 attachments (3 MB) OG Your Plan DOCX (1).docx; DIA Practice Guidance - IDL Supports.pdf; Stated V flexible supports [SEC =OFFICIAL];

Hi Carly,

Sorry to come back to you on this matter, but I’ve had further clarification the issue principally relates to the words ‘this is a stated support’ being applied by default to all participant plans in the Improved Daily Living (IDL) Category.

This is causing confusion for participants and plan managers, as the Your Plan Operational Guideline states:

Spending in line with your plan means only spending your funding on the supports included in your plan. To spend in line with your plan, you need to:

spend your funding in the way we describe. This includes any stated supports, where we describe the supports you can buy more specifically

Participants and plan managers are reading participant plans and are determining that as IDL supports are being described in the plan and the plan letter says these are stated supports, therefore NDIS funds can only be used for the supports described in the plan (and not used flexibly to purchase other supports within the IDL category).

DIA’s Practice Guidance document (refer attached) reinforces that view. I understand there is work underway to clarify this issue, but in the meantime can we:

Update the participant plan letter as a priority to say IDL ‘is a stated support category?’ (this will clarify that while these funds are not flexible across other support categories, they are flexible within the IDL category).
Go back to DIA to advise their practice guidance – refer attached - for Example 1 and Example 2 is not correct (i.e. IDL funds can be used flexibly to purchase any supports within the IDL category, not just those described in the plan?
Urgently finalise and publish the proposed Stated V flexible supports advice so we can point DIA to that (refer attached).

I understand the Office of the Participant Advocate are also aware of this matter, hence providing them visibility of this email.

Cheers
Stephen

Stephen redacted: s22(1)(a)(ii) - irrelevant material

Branch Manager, Provider Engagement Branch
Partners and Providers Division
Partners, Providers and Home and Living Group
National Disability Insurance Agency\

Level 3, 13 Malop Street GEELONG VIC 3220
redacted: s22(1)(a)(ii) - irrelevant material

Making Flexibility Work - if you receive an email from me outside of normal business hours, I’m sending it at a time that suits me. I’m not expecting you to read or reply outside of your normal business hours.

[Image not converted to Markdown – “NDIS Logo” – check the source PDF page for the actual content]

The NDIA acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, sea and community. We pay our respects to them and their cultures and to Elders past, present and emerging.

From: redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material
Sent: Thursday, 17 April 2025 10:20 AM
Subject: RE: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Carly,

Many thanks for reviewing the DIA document; I’ll provide your commentary re DIA’s document being clearer about the difference between when a support has been described in a general way (to allow flexibility) vs when it’s a stated support (when the support must be spent in the way its stated in the plan).

The work underway to refine planner practice and plan comments to be more specific and clearer about what is, and what isn’t, a stated support is most welcome.

Cheers
Stephen

Stephen redacted: s22(1)(a)(ii) - irrelevant material

Branch Manager, Provider Engagement Branch
Partners and Providers Division
Partners, Providers and Home and Living Group
National Disability Insurance Agency
Level 3, 13 Malop Street GEELONG VIC 3220
redacted: s22(1)(a)(ii) - irrelevant material

[Image not converted to Markdown – “NDIS Logo” – check the source PDF page for the actual content]

From: SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material
Sent: Wednesday, 16 April 2025 3:53 PM
To: redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material
Cc: redacted: s22(1)(a)(ii) - irrelevant material
Subject: RE: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Stephen,

I’ve attached the relevant OG which explains what are flexible vs stated supports. Largely it seems that content within DIA’s practice guidance aligns to the OG however it should be clearer about the difference between when a support has been described in a general way (to allow flexibility) vs when it’s a stated support (when the support must be spent in the way its stated in the plan).

In most cases, we’ll describe the participant’s NDIS supports generally to help participants understand the intent and purpose of the funding which has been included in their plan. All participants are required to spend their NDIS funding in accordance with their plan but this doesn’t mean just because we describe a support its a stated support. Participants can use their plan flexibly and buy supports that are not stated in their plan as long as it is an NDIS support and its related to their disability.

We’ll only include stated supports if we need to ensure specific disability needs are addressed. If we specifically describe a support in the participant’s plan, it must be used to buy NDIS support exactly how we describe them.

The feedback we’re hearing since s10 was introduced is that the comments which planners add when developing a participants plan in Pace (which is printed on the participants plan) aren’t clear enough leading to confusion for participants, providers and plan managers trying to do the right thing.

There’s a few things in the works to try and help with this including some updates to internal guidance to be clearer for planners that the plan comments should describe the intent and purpose of the funding, enabling flexibility where possible, not adding the support line items in the plan unless specifically required to ‘state’ the support. Service Delivery are also doing some work to align planner practice to this approach through training, comms and reinforcement campaigns.

Kind regards
Carly

Carly Sierota (she/her)
Branch Manager, Service Guidance Branch
Service Design and Improvement (SDI) Group
National Disability Insurance Agency
redacted: s22(1)(a)(ii) - irrelevant material

Making Flexibility Work - if you receive an email from me outside of normal business hours, I’m sending it at a time that suits me. I don’t expect you to read or reply outside of your normal business hours.

[Image not converted to Markdown – “NDIS Logo” – check the source PDF page for the actual content]

From: redacted: s22(1)(a)(ii) - irrelevant material Jodie redacted: s22(1)(a)(ii) - irrelevant material
Sent: Tuesday, 15 April 2025 11:56 AM
To: redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material, SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material
Cc: redacted: s22(1)(a)(ii) - irrelevant material
Subject: RE: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Stephen

Rushi got back to me late yesterday afternoon and provided further clarification this morning that plan comments will show for all plans approved after the introduction of s33 ie from 3 October 2024.

This in turn may lead to an increase in the enquiries being received regarding the therapy budget and other stated budgets. Currently, plan manager and support coordinators will only have visibility of the plan comments if the participant shares a copy of their plan. After the May release, plan managers and support coordinators (with consent) will have visibility of the plan comments for plans approved after the implementation of s33.

Kind Regards

Jodie redacted: s22(1)(a)(ii) - irrelevant

Assistant Director – Strategic Programs
Provider Engagement Branch
National Disability Insurance Agency
redacted: s22(1)(a)(ii) - irrelevant material

[Image not converted to Markdown – “NDIS Logo” – check the source PDF page for the actual content]

From: redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material
Sent: Tuesday, 15 April 2025 10:12 AM
To: SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material
Cc: redacted: s22(1)(a)(ii) - irrelevant material

Hi Carly,

We have received the attached practice guidance drafted by Disability Intermediaries Australia (DIA) – the peak body organisation for plan managers and support coordinators.

An issue DIA has raised with the NDIA is the question of flexibility within stated supports in participant plans. DIA state their members are being told various different positions on this, each very different to the next, by NDIS Planners and LACs. I am also hearing this feedback from various other providers.

Based on various conversations DIA state they have had with the NDIA on this topic, as well as recent compliance activities, DIA has developed the attached interim guidance for their members.

Is it possible for one of your team to please review the attached and confirm that it reasonably reflects the NDIA’s position on how ‘flexible’ IDL (therapy) funding is?

A think a related issue is that plan managers and support coordinators cannot see planner comments in the myNDIS provider portal, hence they are ‘blind’ to any supports being stated. I understand this will be corrected in May when enhancements relating to plan periods, plan components and funding intervals will be released.

Of course, please feel free to let me know if I should direct this enquiry elsewhere.

Many thanks
Stephen

Stephen redacted: s22(1)(a)(ii) - irrelevant material
Branch Manager, Provider Engagement Branch
Providers Division
Partners, Providers and Home and Living Group
National Disability Insurance Agency
redacted: s22(1)(a)(ii) - irrelevant material

[Image not converted to Markdown – “NDIS Logo” – check the source PDF page for the actual content]

Page 4 of 149

FOI 24/25-1870 DOCUMENT 1.1

Your plan

Quick summary: Once we approve your plan, you can start to use your funding to buy NDIS supports. If you want us to, we’ll help you start using your plan and help you connect with supports in the area you live. You must spend your funding in line with your plan, and only on NDIS supports. We’ll check in with you during your plan to make sure it meets your needs and to check whether your situation has changed. You must also contact us if your situation changes during your plan. You usually can’t use your plan if you’re outside Australia for more than 6 weeks. You usually can’t use your plan if you don’t claim compensation you’re entitled to when we ask you to.

Note: when we say ‘your plan’, we mean your NDIS plan. If you’re looking for information about community connections, go to Our Guideline – Community connections. If you’re looking for information about your child’s early connections, go to Our Guideline – Early connections.

Changes to the law: As part of the recent changes to the NDIS laws, we are moving towards a new framework for planning. Rules need to be developed for this new framework. We’re working on how and when we’ll introduce these changes.

Until then, the information in this Guideline is about our old framework for planning, which includes the legislation changes we are introducing from now. All current plans will be known as ‘old framework’ plans, and we’ll continue to develop these until all participants have transitioned to the new framework.

What’s on this page?

This page covers:

What happens after your plan is approved?
What supports can you buy with your NDIS funding?
How do you buy NDIS supports from providers?
What happens during your plan?
When can’t you use your plan?
What if you’re not happy with your plan?

What happens after your plan is approved?

Once we approve your plan, you can start using it. This means you can spend your NDIS funding on the NDIS supports set out in your plan.

NDIS laws determine what we can and can’t fund. Things we can fund are called NDIS supports.[1] NDIS supports are the services, items and equipment that can be funded by the NDIS. You can only use the funding in your plan to buy NDIS supports if they are related to your disability[2] and are in line with your plan.[3] In certain circumstances, you may be able to spend your funding on a replacement support instead.[4] Learn more at What does NDIS fund?.

You can’t use your NDIS funding to buy supports that other government services are responsible for.[5] We call these supports mainstream supports. For example, you can’t use your NDIS funding on general health supports like your general practitioner (GP), because the health system is responsible for these services.

We’ll send you a copy of your plan within 7 days after we approve it.[6] You can also find your plan in the my NDIS portal and app.

If you have a nominee or child representative with authority to manage your plan, we can send them a copy of your plan too. You can also ask us to share your plan with other people. We can only share your plan when you ask us to. Learn more about your privacy and information.

If you want to, you can show your plan to another person or someone that works with you, like a health professional. This is entirely your decision. Learn more about sharing your plan.

There may be some extra information we need before you can start claiming for NDIS supports. If you self-manage your funding, you’ll need to give us your bank account details before you can make any claims. This is so you can access your funding and pay your providers. There are also some NDIS supports where you’ll need to tell us who your chosen provider is before we can pay them. This includes telling us about your registered plan manager, if you have one.

This guideline explains how we help you to use your plan, and what NDIS supports you can buy with your funding. You can also visit our plan implementation directory for more information on how to start using your plan. For example, we have guides on how to use the my NDIS portal and app, or how to work with providers.

24 September 2024 | Your plan | Page 2 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

How can we help you start using your plan?

Once your plan is approved, we’ll ask if you want to meet and talk about how to use your plan. We call this an implementation meeting.

You decide whether or not you want an implementation meeting. It’s usually a good idea to have an implementation meeting when you get your first plan, or if your new plan has a lot of changes from your last plan. If you want to have this meeting, we’ll arrange it within 28 days after we approve your plan.

You’ll have your implementation meeting with your my NDIS contact, support coordinator or psychosocial recovery coach (recovery coach). Your my NDIS contact could be a local area coordinator, early childhood partner or NDIS planner. They can help you start using your plan.

For example, they can help you:

understand your plan, and what NDIS supports you can buy with your funding
understand what supports other government services, such as the health or education systems, can provide for you
connect with your community and other government services
find providers that meet your needs and will help you pursue your goals
use the my NDIS portal and app
make service agreements with your providers
answer any questions or concerns you have
ask for a change to your plan if something in your life changes.

If your my NDIS contact is an early childhood partner, they can also help families understand the principles of best practice in early childhood intervention. Learn more about our early childhood approach.

How can we help you connect with informal, community and mainstream supports?

There are many supports you can get that are not provided by the NDIS. These include:

informal supports, such as your friends, family and other people you know in your community
community supports, such as community groups, sporting groups or other activities in your area

24 September 2024 | Your plan | Page 3 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

mainstream supports, such as health, education and other government services that are available to all Australians.

These supports can often help you pursue your goals. We don’t give you funding for these supports.

When you start using your plan, we’ll see how we can help you connect with other supports available to you.

For example, we could help you:

find community clubs you’d like to join, or activities you’d like to do
talk to organisations, so they can adapt their service to meet your needs
contact other government services, such as Medicare, childcare, job services or health providers
explore ways you can see your family and friends more often, or make new friends, if you want to.

Learn more about supports we can and can’t fund:

Our Guideline – Reasonable and necessary supports
What does NDIS fund?
Our Guideline – Early connections for children younger than 9
Our Guideline – Community connections for people 9 and older.

How can we help you find service providers?

Your my NDIS contact, support coordinator or recovery coach can help you find service providers. A service provider is a person or organisation that provides your NDIS supports.

Some providers are registered with the NDIS Quality and Safeguards Commission. This means they meet strict conditions for the quality and safety of their services. We call them ‘registered NDIS providers’. Learn more on the NDIS Quality and Safeguards Commission website.

If a provider isn’t registered with the NDIS Quality and Safeguards Commission, we call them an ‘unregistered provider’.

You can usually choose any provider you want to provide your NDIS supports. But if your funding is Agency-managed, you can only choose from registered NDIS providers. And there are some types of supports where you must always use registered NDIS providers. Your plan might also include that you can only buy NDIS supports from a specific provider or type of provider.

24 September 2024 | Your plan | Page 4 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

We can’t recommend specific providers to you. But we can let you know about the different providers in your area, to help you decide which ones you might like to use.

You can also check for providers on the internet, look at reviews, or get advice from friends or family. It’s a good idea to speak with different providers before you choose one.

You can search for registered NDIS providers on the myplace portal or with our Provider Finder.

We don’t pay for family members to provide funded supports other than in exceptional situations. Learn more about this and sustaining informal supports.

Learn more about how to buy NDIS supports from providers.

What supports can you buy with your NDIS funding?

Your plan includes information about the reasonable and necessary supports you can buy with your NDIS funding.

We fund NDIS supports. NDIS laws determine what we can and can’t fund. We call the things we can fund NDIS supports.

When you buy supports with the NDIS funding in your plan, you need to make sure it meets all these criteria:

the support is an NDIS support[7]
the support isn’t declared to be not an NDIS support[8]
the support doesn’t consist of the provision of sexual services and sex work, alcohol or drugs[9]
the support is related to your disability[10]
the support is in line with your plan.[11]

Spending in line with your plan means only spending your funding on the supports included in your plan. To spend in line with your plan, you need to:

spend your funding in the way we describe. This includes any stated supports, where we describe the supports you can buy more specifically
make sure your funding will last for the whole length of your plan
if your plan includes funding periods and funding component amounts, make sure your funding will last for the length of each funding period.

When you buy supports in line with your plan, you need to make sure they are NDIS supports or an agreed replacement support that relates to your disability.

24 September 2024 | Your plan | Page 5 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

If you buy supports that aren’t NDIS supports in your plan, or are not an approved replacement support for you, you may need to pay this money back to the NDIS. Find out more about what happens if you buy supports that aren’t in your plan.

Replacement supports

In limited circumstances, we may agree that you can spend your funding on supports that are not NDIS supports. We call this a ‘replacement support’.[12]

You can only spend your funding on a replacement support if we’ve agreed in writing that you can buy this support.

To have a replacement support, it must:

be on the list of replacement supports
replace one or more other supports that are NDIS supports for you
be the same cost or less than the total cost of the supports it’s replacing
work the same or better than the supports it’s replacing.

There are a few ways you can ask for a replacement support:

complete our ‘Application for replacement support form’ and send it to us
contact us by phone by calling 1800 800 110
send an email to enquiries@ndis.gov.au and include any evidence to support your request
send us a letter and include any evidence to support your request
visit one of our NDIS offices.

We’ll help you apply for a replacement support if you want us to.

We’ll contact you before we make our decision about whether we approve the replacement support you have asked for. You’ll also get a letter from us with our decision. If we approve the support, the letter will also explain how you claim for the replacement support.

To download the ‘Application for replacement support form’ or learn more, go to What does NDIS fund?.

How is the funding in your plan organised?

New and reassessed plans approved from 3 October 2024 will include:

a total funding amount
funding component amounts

24 September 2024 | Your plan | Page 6 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

funding periods.

Your total funding amount is the total amount for all reasonable and necessary supports funded in your plan. We’ll call this a ‘total budget amount’ in your plan.

A funding component amount is the total amount of funding you have for a specific support, or a group of reasonable and necessary supports, over the full length of your plan. We’ll use support categories to describe the reasonable and necessary supports in each funding component amount. Read about how we describe the supports in your plan.

A funding period is the time that a part of your funding becomes available and how long it needs to last. You can spend up to the amount of funding available in that time. Funding periods can be for either the total funding amount of your plan or for each funding component amount in your plan.

To learn more, go to section ‘How do we include the NDIS funding in your plan?’ in Our Guideline – Creating your plan.

It’s important that you buy your NDIS supports in line with any funding component amounts and funding periods in your plan. That means that your funding can only be used to purchase the particular supports, or group of supports, that are included.

You can’t spend the funding from a funding component amount:

on supports that are included in your plan in another funding component amount
on supports that are not included in your plan and are not NDIS supports.

Example

Alex receives their first plan. The plan goes for 12 months and has a total funding amount of $50,000. Their plan includes reasonable and necessary supports to help them with their everyday tasks, as well as funding to buy assistive technology so they can navigate around their house independently.

We decide to group Alex’s plan into 2 funding component amounts. The first funding component amount of $40,000 includes funding for NDIS supports for everyday tasks. We describe these supports as flexible, so Alex can decide how to spend their funding in a way that works for them.

Alex has told us that they want to self-manage their funding, but they’re worried about using too much funding while they learn to use their plan. To help Alex make sure they’ll have enough funding for the full length of their plan, we give them shorter funding periods of 3 months. We divide the funding evenly, so Alex will have to access $10,000 every 3 months for their everyday NDIS supports.

24 September 2024 | Your plan | Page 7 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

Alex knows that any funding they don’t spend in the first 3 months of their plan will be carried forward into their next funding period, and they know when they’ll be able to access the next portion of their funding.

The second funding component amount in Alex’s plan is for their assistive technology. They have $10,000 for this funding component amount. We expect Alex will use most of this funding towards the start of their plan, so they can use it to buy the assistive technology they need. We decide that this funding component amount will only have one funding period that lasts for the whole 12 months of their plan.

How do we describe the supports in your plan?

We describe the NDIS supports in your plan using support categories. Each support category in your plan includes a definition of the types of supports you can use this funding on. We also group these support categories together in one of four support budgets. The support budgets are:

Core supports: NDIS supports to help you with everyday activities, like help to take part in activities in the community.
Capacity building supports: NDIS supports to help you build your skills. This may increase your independence and reduce the need for the same level of support in the future. Your progress and outcomes from these supports will be shared at each plan reassessment.
Capital supports: NDIS supports including high-cost assistive technology, equipment, vehicle modifications, home modifications and specialist disability accommodation.
Recurring supports: NDIS supports that are paid by us on a regular basis. Your funding for recurring supports will be paid regularly to your nominated bank account. This funding is not included anywhere else in your budget.

You can learn more about support budgets and support categories on the NDIS website.

A funding component amount in your plan might include funding for more than one Core support category. This means you can choose how you want to spend your funding across all the supports under that funding component amount.

For example, in the same funding component amount we can include any funding for:

transport
consumables
assistance with daily life
assistance with social, economic and community participation.

24 September 2024 | Your plan | Page 8 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

This lets you choose how to use your funding for your Core supports.

We can describe the NDIS supports in your plan as either flexible or stated, based on NDIS laws.

When your NDIS supports are flexible, we describe the support generally. This gives you greater flexibility over what NDIS supports you can buy.[13] You can usually choose what NDIS supports to buy within the descriptions for each support category. We describe most support categories as flexible when we can, so you have more choice about the NDIS supports you can buy with your flexible budgets.

For example, we could include flexible funding in your plan for the support category ‘assistance with daily life’. You can use this funding in the way that suits you to pay support workers to help you in your daily life, like support with household cleaning or preparing meals, as long as you are buying supports that are NDIS supports for you and are in line with your plan.

When your NDIS supports are stated, we describe the support specifically. It means you must buy NDIS supports in the way we have described in your plan.[14] We’ll be clear when we describe a support category as stated in your plan.

When support categories are described as stated, you have less flexibility. You must use the funding in your plan to buy NDIS supports exactly how we describe them. This includes how the support is provided. For example, we’ll sometimes require the support to be provided:

by a particular service provider
by a particular qualified person
through a particular delivery mode or method, or in a special way.

Some stated supports are more specific than others. More specific supports have less items you can spend your funding on.

For example, we could say in your plan ‘meal preparation must be limited to $200 per month’ or ‘this funding must be used for physiotherapy’.

If you’re not sure how we described the NDIS supports in your plan, ask your my NDIS contact, support coordinator or recovery coach.

24 September 2024 | Your plan | Page 9 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

How do you buy NDIS supports from providers?

This section explains:

How do you agree on NDIS supports with your service provider?
When do you need to use registered NDIS providers?
Do you need to tell us about your providers?
What if there are no service providers in your area for your supports?
How much will we pay for each NDIS support?
What happens if you buy supports that aren’t in your plan?

How do you agree on NDIS supports with your service provider?

Once you’ve chosen a provider, you’ll need to contact them and agree on what NDIS supports they’ll provide.

You can negotiate with your provider about what you get from your NDIS support. For example, you can agree with your provider about:

what support your provider will and won’t provide
how much you’ll pay for the NDIS support
your and your provider’s responsibilities
how to change the agreement in the future if you or your provider want to
how you and your provider will resolve any issues and disputes.

Your my NDIS contact, support coordinator or recovery coach can help you negotiate with service providers.

If you want, you can put this information in a service agreement. Learn more about service agreements.

You don’t need a written service agreement for all NDIS supports. But it’s usually a good idea to have one and to record answers to the types of questions listed above. That way, it’s clear what you and your provider have agreed to. However, you must have a written service agreement for Specialist Disability Accommodation.[15]

Even though we fund the NDIS support, we’re not part of the agreement. The service agreement is between you – the consumer – and your provider. This is a legal agreement that you’re both responsible for.

24 September 2024 | Your plan | Page 10 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

What happens if your agreement doesn’t go the way you want it to?

You need to raise any problems directly with your provider. That’s why it’s important to set out your expectations and your provider’s responsibilities in your service agreement.

The Australian Consumer Law applies to service agreements.[16] This law protects you as a consumer when you buy supports with your NDIS funding.

The Australian Competition and Consumer Commission (ACCC) has some helpful resources if you have a complaint or need advice. We also have links to other consumer resources on our website.

If you want to make a complaint about a provider, you can also contact the NDIS Quality and Safeguards Commission. The NDIS Commission can take complaints from anyone about:

supports that weren’t provided in a safe and respectful way
supports that weren’t delivered to an appropriate standard
how an NDIS provider managed a complaint about the supports they provided to you.

When do you need to use registered NDIS providers?

You must use registered NDIS providers to buy NDIS supports when your funding is Agency-managed.[17]

Registered NDIS providers meet strict conditions for the quality and safety of their services. Learn more on the NDIS Quality and Safeguards Commission website.

Some NDIS supports can only be provided by registered NDIS providers. These include:

Specialist behaviour supports, if the provider will undertake a behaviour support assessment or develop a behaviour support plan[18]
any NDIS support that is likely to involve a regulated restricted practice,[19] either for a short amount of time or on an ongoing basis
Plan management[20]
Specialist Disability Accommodation.[21]

You must use registered NDIS providers for these supports, even if your plan doesn’t say you need to. You must use registered NDIS providers for these supports even if your funding is self-managed or if you use a registered plan manager.

You’ll need to tell us about the providers you choose for these supports before we can pay them.

24 September 2024 | Your plan | Page 11 of 25

This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

Do you need to tell us about your providers?

We need to record the details about providers of certain Agency-managed supports in your plan. This is so we can pay them for the NDIS supports they provide to you. Once your plan is approved, you’ll need to tell us about your chosen providers for these supports. We call these ‘my providers’. We used to call them ‘participant-endorsed providers’.

When you tell us about your my providers, we can record their details and we can pay them for the support they have given you. Only your my providers can claim for these supports.

You can change your my providers at any time. You can contact us to tell us you have chosen a new provider. You will need to let your previous provider know that you no longer want them to provide supports to you.

What if there are no service providers in your area for your supports?

If you’re finding it difficult to find service providers in your area, talk to your my NDIS contact, support coordinator, or recovery coach. They may be able to help you find services in your area or work out other options for your situation.

You may be able to get some NDIS supports over the phone or internet, for example therapy through telehealth.

How much will we pay for each NDIS support?

Depending on the way your plan is managed, there may be a limit on how much you or your providers can claim for different types of NDIS supports. When we say claim, we mean asking for payment from the funding in your plan after you receive a support.

We set out these price limits in the NDIS Pricing Arrangements and Price Limits.

We update the NDIS Pricing Arrangements and Price Limits often to account for price changes, such as staff wage increases. We may change the amount of funding in your plan if the prices for your NDIS supports change.

The amount of funding you can claim depends on how you manage the funding in your plan. There are different ways to manage your funding. If your funding is:

Agency-managed: Registered NDIS providers can claim up to the maximum price in the NDIS Pricing Arrangements and Price Limits for each NDIS support.
Managed by a registered plan manager: Your plan manager can claim up to the maximum price in the NDIS Pricing Arrangements and Price Limits for each NDIS support.
Self-managed: You can choose how much to pay for each NDIS support and you can pay more than the maximum price in the NDIS Pricing Arrangements and Price Limits.

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This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

You can always claim less than the prices in the NDIS Pricing Arrangements and Price Limits – it doesn’t matter how your funding is managed. For example, your provider may charge lower rates, which often means you can get more support from your funding.

If an NDIS support isn’t in the NDIS Pricing Arrangements and Price Limits, you’ll need to agree on a price with the provider.

You or the person managing your plan need to make sure you’re only spending the funding that’s available in your plan. If your plan has funding periods, you won’t be able to claim a support if it would mean you’ve spent more than the funding you have available in this funding period for the funding component amount.

You also need to make sure your funding will last for the whole length of your plan, in line with any funding periods and funding component amounts, and make sure claim details are correct. You can access tools and resources to help you budget and manage your plan in the plan implementation directory.

Learn more about How to claim from my plan.

If you self-manage your funding, you’ll have extra responsibilities. For example, you need to keep receipts of your purchases for 5 years. You’ll also need to be able to show how you’ve used your funding if we ask you. Learn more about self-managing.

If you have self-managed transport funding in your plan, we’ll pay this as recurring support funding in regular instalments to your nominated bank account.[22]

Example 1

Kristy’s plan includes funding for 4 hours of support each week for increased social and community participation, based on the rates in the NDIS Pricing Arrangements and Price Limits. She chooses to use her funding on support to go to cricket matches on the weekend.

She finds a provider who charges less than the rates in the NDIS Pricing Arrangements and Price Limits, and decides to switch to the new provider.

After a couple of months, she’s now saved some extra funding by using this provider. As well as the 4 hours per week for cricket matches, she decides to use the extra funding on support to assist her to join her friends at the pub every few weeks.

Example 2

Omar self-manages his funding. His health and wellbeing budget includes funding for therapy. Omar finds a therapist who is very experienced with his complex disability support needs. The therapist’s rates are higher than the NDIS Pricing Arrangements and Price Limits.

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Omar decides he wants to use this therapist, even though it means he will not be able to buy as many hours of support at this higher rate. Omar can do this because he self-manages his funding. Omar thinks he’ll get a much better service, even with fewer hours.

When do you need an assessment or quote before buying NDIS supports?

Sometimes we decide you need a quote before you can claim the NDIS funding in your plan. This helps us make sure the support is value for money, which is one of the NDIS funding criteria.[23]

In these situations, you’ll need to give us at least one quote before we can include the NDIS funding in your plan. We may also need an assessment before we can include the NDIS support in your plan.

We may do this for supports like:

We’ll let you know if you need an assessment or a quote before we can include the support in your plan.

What happens if you buy supports that aren’t in your plan?

The funding in your plan must be spent on the NDIS supports described in your plan.[24] We’ll explain the types of supports included under each funding component amount in your plan, so you know how to use your NDIS funding.

Sometimes things can go wrong, or you find something’s not right. This can include things like not getting the support you agreed to or providers claiming more than you agreed to.

We understand most people try to do the right thing, but sometimes make mistakes. We want to help you to do the right thing when you claim from your plan.

If you think your provider or registered plan manager has made a mistake with a claim, contact them as soon as you can. If you don’t feel okay talking to your registered plan manager or provider, talk to someone you trust. They may be able to support you to resolve your concern. If you can’t resolve the issue, you can contact us.

If we think there’s a problem with how your plan is being used, we may need to investigate it. For example, we may check what supports have been bought with your funding or ask for more evidence, like a receipt.

If you think you’ve spent your funding on supports that aren’t in your plan or aren’t NDIS supports, or you’ve made a mistake with your self-managed claims, contact us. We can help you fix any mistakes and understand how to claim for next time.

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If you deliberately spend funding on supports that aren’t in your plan or aren’t NDIS supports, you may owe us a debt.[25] This means we’ll need to be repaid the amount of money spent on supports that weren’t in your plan. We may also vary your plan to:

change the way your funding is managed, or
reduce the length of your funding periods for the whole plan or specific funding components.[26]

Remember, NDIS funding can only be spent on NDIS supports. You can use the funding in your plan to buy NDIS supports if they’re related to your disability and are in line with your plan. NDIS funding isn’t intended to be a source of general income, or to be used for day-to-day living costs like rent.

If you think someone might be doing the wrong thing or committing fraud, you should report it. Fraud might include:

charging for supports you didn’t get
charging for more support than you get.

The best way to report suspected fraud is to call the NDIS Fraud Reporting Hotline on 1800 650 717.

You can find out more about fraud on our website.

What happens during your plan?

Your plan will continue until it’s replaced by another plan or you leave the NDIS.[27] If you have more than one funding period in your plan, you’ll get access to new amounts of your funding over the length of your plan.

You can ask your my NDIS contact, support coordinator, recovery coach, or contact us at any time if you have questions about your plan.

It’s a good idea to monitor your funding on the my NDIS portal and app. This can help you make sure you’re using the right amount of NDIS supports in your plan. You can also keep track that you or your providers are claiming the right amount of funding for your agreed supports.

We also monitor your plan to check if there are any issues. If something doesn’t seem right, we may contact you to see if there’s anything we can help with.

We may also need to contact service providers or others assisting with your plan. If so, we’ll only do this with your consent.

If you have a support coordinator or recovery coach, they usually need to send us reports during your plan. The reports let us know if your plan is working well for you, or if you need any changes to your plan.

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For children younger than 9, we have an Early childhood provider report form to help providers tell us about the supports the child has been given.

How much of your plan funding can you access at once?

When your plan is approved, you can start using your funding straight away. You’ll be able to access any funding where the funding period starts on the first day of your plan.

Your plan will say:

when each funding period starts and ends
how much funding you have access to during each funding period
whether your funding periods apply to the whole plan, or if you have different funding periods for different funding components.[28]

If your plan has more than one funding period, you won’t be able to access all your funding at once.

At the end of your first funding period, any funds you haven’t spent will rollover into your next funding period in the same plan. This means the funding you haven’t used will be added to your new funding period.[29] You won’t lose any funding you don’t spend during a funding period.

You’ll still be able to claim for supports from previous funding periods as long as you have enough funding in your current funding period.

However, your funds will only rollover during the same plan. When we do a plan reassessment and give you a new plan, you won’t keep any unspent funding from the previous plan.

How will we check in with you during your plan?

We’ll check in with you during your plan to make sure your plan is working for you and that you have the right supports in place. We want to make sure we understand your needs and situation so we can help you manage any problems and make the most of your plan.

We have some guides you can use to help you prepare for your check in. You can find the Check-ins factsheet and checklist on our website.

We may check-in with you:

at regular intervals, for example each year
before the ‘plan reassessment date’ shown in your plan
if we think your plan might not be working for you, including if you’re using your funding quicker than expected

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if you would like help to use the supports in your plan.

For example, we may check-in with you if you’re using much more or much less of your funding than we would expect.

You can also contact us to organise a check-in with us at any time.

During a check-in, your my NDIS contact will contact you to discuss your plan.

We’ll ask:

how you’re going
if you have any questions about your current plan
how you’re going with your goals
if you have any new goals, or want to change your goals
how you’re using local services in the community or other government services
how you’re using the NDIS supports in your plan
how your supports are helping you pursue your goals
if your supports meet your disability needs
if your situation has changed
if you need help with big changes coming up in your life, like starting or finishing school or starting a new job.

Will we change your plan after a check-in?

If the check-in shows your plan is working well for you, we won’t need to make any changes to your plan. Your plan will continue. We’ll talk to you at your next check-in to see if your plan still meets your needs.

If the check-in shows that you have the right supports in place, but you need more help using your plan, we’ll talk about how we can support you to better implement your plan. For example, we might check-in with you more regularly, or support you to connect with providers. We may also be able to fund a support coordinator or recovery coach if it’s a reasonable and necessary support for you.

If the check-in shows your plan doesn’t meet your needs, we’ll talk with you about changing your plan. We may change your plan if your support needs have changed and you need more, less or different NDIS supports. This means you could have a minor change included in your current plan, or we might need to reassess your current plan and replace it with a new one.

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This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

You’ll be involved in any changes we make to your plan. We won’t change your plan without telling you. Learn more about changing your plan.

Based on the information we talk about in your check-in, we might also need to check your eligibility. This is usually because you meet access to the NDIS under the early intervention requirements. If the check-in shows that your capacity has increased and you no longer need NDIS supports, you might not need to be a participant anymore. If we need to check your eligibility, you’ll have time to give us more information if you feel you still need NDIS supports. Learn more in Our Guideline – Leaving the NDIS.

Example 1

Kath is 3 months into her first plan, but she hasn’t used any funding yet. Kath’s local area coordinator calls her and asks if we can help her in any way.

Kath is self-managing her funding and has been using her NDIS supports. But she’s not too sure how to claim the funding through the my NDIS portal and app. Kath’s local area coordinator teaches her the process step-by-step.

Kath’s plan will continue, as she doesn’t need any changes to her NDIS supports.

Example 2

Artem is 18 months into his plan. His planner notices Artem has been using a lot more funding in the past month.

Artem’s planner contacts him and books a check-in so they can see if there are any issues. Artem tells his planner that his parents suddenly became sick, so he’s had to use more NDIS supports for the past month. His parents probably won’t be able to support him for some time.

Artem and his planner discuss his situation. Artem’s planner decides Artem needs a new plan with different NDIS supports. Artem’s current plan doesn’t meet his needs due to his change in circumstances.

Artem’s planner explores the changes Artem needs in his plan. His planner will let Artem know the evidence we’ll need to support the changes and how to give us this information. We’ll then work with Artem to approve a new plan with different NDIS supports for his new situation.

How do we check in with you before your plan reassessment date?

Your plan includes an ‘NDIS plan reassessment due date’. We need to do a plan reassessment by this date, even if you don’t need any changes to your plan.[30]

We’ll check in with you before your plan reassessment date and talk about how your plan has worked for you. We’ll talk about any changes to your situation that mean you might need

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different supports in your next plan, or that your funding components and funding periods need to be organised differently. We’ll use this information to start creating your new plan.

When we reassess your plan, we follow the same steps as when we created your plan for the first time. We need to think about your support needs, the principles we follow to create your plan and the NDIS funding criteria when we decide what reasonable and necessary supports we can include in your plan.

We’ll also think about how well your current plan is working for you. If your plan is working well for you and your supports still meet the NDIS funding criteria, we could give you a new plan with the same supports. Your new plan might also have less NDIS supports if there are some you no longer need. Or you might need a plan with more support.

Learn more about creating your plan.

What if your situation changes during your plan?

You must let us know if something happens or your situation changes, if it might affect:[31]

your plan
whether you’re still eligible for the NDIS.

You must also let us know if it’s likely one of these changes will happen in the future.[32]

This could include changes like:

there are significant changes in the support your family and friends provide
your condition improves or gets worse, meaning you need more or less support
you’re starting a new job and need new or different support at work
you’re going overseas for a long period of time or you’re moving overseas
you’re moving out of aged care or other residential accommodation, and you need different support in your new home
you receive or claim compensation for an accident or illness related to your disability.

These changes don’t always mean you’ll need a change to your plan. But you must still let us know about these changes as soon as you reasonably can.[33]

We have a form you can complete, or you can let us know during your check-in, in person or over the phone.

You should also let us know if you change your contact details, such as your phone number, email or your home or postal address.

What if your new situation means your plan no longer meets your needs?

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This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

Sometimes your plan may no longer meet your needs, after something happens or your situation changes.

For example, you may need to replace assistive technology if it starts breaking down. Or, you may need paid personal care supports if your usual informal carers can’t support you anymore.

If so, you can ask us to change your plan.

Learn more about asking to change your plan.

How can you change how you manage the funding in your plan?

If you want to change how you manage your funding, you’ll need to ask us to change your plan.[34] You can ask us to change how you manage your plan at any time. You might want more control of your funding. Or there may be a change in your situation which means you need to change how you manage your funding for a period of time. You can ask to change your plan management as often as you want.

If this is the only change you want, we may be able to vary your plan without completing a full plan reassessment. Learn more about changing your plan.

When can’t you use your plan?

Sometimes we may need to suspend your plan. This means your plan will continue, but you won’t be able to use your NDIS supports for a period of time.[35]

We’ll suspend your plan after:

you’re outside Australia for more than 6 weeks, unless we give you more time[36]
you don’t claim compensation you’re entitled to after we ask you to, for example after you’ve sustained an injury.[37]

We’ll let you know if we’re going to suspend your plan.

If you go overseas, you can still use your supports and funding for up to 6 weeks (or longer if we give you more time). We call this a ‘grace period’.

You’ll probably need to have your funding self-managed or plan-managed if you need to use your funding overseas. This is because your registered NDIS providers usually don’t support people in other countries. You’ll also need to claim your funding in Australian dollars.

If you need to change your plan management while you’re overseas, let us know and we can change your plan.

What happens if we suspend your plan?

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This document is correct at the date of publication.

Always visit ourguidelines.ndis.gov.au for the latest version.

We can’t pay any funding for NDIS supports while your plan is suspended.[38] Your service providers also won’t be able to claim for services provided to you.

You can’t ask for a change to your plan while your plan is suspended.[39]

An early childhood partner or local area coordinator also doesn’t need to help you connect to other services while your plan is suspended. But we can still do this if we think it’s appropriate.[40]

When we suspend your plan, we’ll send you a new plan that shows your funding is suspended. This plan will have no NDIS supports.

If we suspend your plan while you’re overseas, we’ll create a new plan once you return to Australia.[41] This means you can start using it again.

And if we suspend your plan because you haven’t claimed compensation, we’ll also create a new plan once you take action to claim it.[42]

What if you don’t agree with your plan suspension?

If we decide not to extend the grace period to use your funding overseas and you don’t agree, you can ask for an internal review.[43] You’ll need to ask for an internal review within 3 months after we decide not to extend the grace period.[44]

You can’t ask for an internal review if we suspend your plan because you haven’t claimed compensation.

Learn more about internal reviews.

When can you use your plan outside Australia for more than 6 weeks?

In some situations, we can give you a longer grace period. If you think you’ll be outside Australia for more than 6 weeks and need to use your funding, contact us. We’ll let you know whether we’ll extend the grace period.

If you know you’ll be overseas for more than 6 weeks, it’s a good idea to contact us before you leave Australia. Let us know:

how long you think you’ll be overseas
why you’re going overseas
what supports you need when you’re overseas
why you need NDIS funding for your supports.

There are some things we need to consider for everyone who will be outside Australia for more than 6 weeks. This includes if you’re on an extended holiday for more than 6 weeks.[45]

When we decide if we’ll extend the grace period, and for how long, we consider:[46]

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how long you’ll be outside Australia
what NDIS supports you’re receiving through your plan
if you can still get supports while you’re outside Australia, and if we can help you find these supports
if we can keep in touch with you while you’re outside Australia
if we previously decided to extend the grace period
if denying your request would cause you ‘undue hardship’ – that is, it would make your situation overseas much more difficult, to a level that’s not fair or reasonable.

In what specific situations will we usually extend the grace period?

We’ll usually extend the grace period if you’ll be overseas for humanitarian reasons, such as foreign aid.[47]

We’ll also usually extend the grace period in specific situations:[48]

if you’re studying overseas or doing an exchange study program
if you or a family member need to work overseas for a short period
if you or a family member are in the Army, Navy or Air Force Reserve forces
if you need medical treatment or therapy that’s not available in Australia
if you can’t come back to Australia for a reason you can’t control.

But there are extra things we need to consider when we decide whether we’ll extend the grace period, and for how long.

When we consider if these specific situations apply to a ‘family member’, this usually means a:

husband or wife
ex-husband or ex-wife
de facto partner or former de facto partner
child, parent, grandparent, grandchild or sibling
child, parent, grandparent, grandchild or sibling of a spouse or de facto partner
step-relative, such as stepparents and stepchildren
adopted immediate family member.

If you’re studying overseas or doing an exchange study program

We consider how long the course goes for.[49] The overseas study needs to be either:[50]

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• part of a course you’re doing in an Australian high school, TAFE or other training, or university

• part of a recognised program of international exchanges, such as an exchange semester during university.

If you or a family member need to work overseas for a short period

We consider how long you or a family member need to work overseas.51

If you or a family member are in the Army, Navy or Air Force Reserve forces

We consider how long you or a family member need to be deployed overseas.52

If you need medical treatment or therapy that’s not available in Australia

We consider how long your treatment will take. We also allow a reasonable period of time for you to recover after your treatment or therapy.53

If you can’t come back to Australia for a reason you can’t control

We consider how much time is reasonable to allow you to return to Australia.54

Some of the reasons you can’t control while you’re overseas include if you or a family member:55

• are involved in a serious accident

• become seriously ill

• are hospitalised

• are the victim of a serious crime

• are a party to custody proceedings

• need to stay overseas because of criminal proceedings, for example if you’re involved or are a witness in a criminal trial.

Or there might be a situation that affects everyone in the area, including:

• war, industrial action, or social or political unrest you’re not willingly participating in 56

• natural disasters, such as earthquakes, bushfires, floods or cyclones57

• border restrictions you can’t control, for example due to travel advice or a pandemic.

What if you’re not happy with your plan?

If you’re not happy with your current plan, you should talk to your my NDIS contact, support coordinator, or recovery coach.

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They may be able to explain the decision, clarify how you can use the funding, or help you fix any problems. If you’d like more details about the supports that make up your plan’s total funding amount, we can send this to you. You can contact us and ask for a funding breakdown.

It’s a good idea to do this soon after you get your plan.

We can also give you written reasons on why we made the decision. Contact us if you’d like reasons for our decision.

If you don’t agree with our decision to approve your plan, you can ask for an internal review.

Having an internal review means someone who wasn’t involved in creating your plan will review our decision to approve your plan. They’ll consider if we made the right decision under the laws for the NDIS.

Once you get your plan, you have 3 months to ask for an internal review.58

Learn more about reviewing our decisions.

Reference list

1 NDIS Act s 10. 2 NDIS (Supports for Participants) Rules r 5.1(b). 3 NDIS Act s 33(2). 4 NDIS Act s 10(6)-(8). 5 NDIS Act s 10(4)-(5). 6 NDIS Act s 38. 7 NDIS Act s 46(1)(a); NDIS Act s10. 8 NDIS Act s 10(4)-(8). 9 NDIS Act s 10. 10 NDIS (Supports for Participants) Rules r 5.1(b). 11 NDIS Act s46(1)(b). 12 NDIS Act s10(6)-(9). 13 NDIS Act s 33(3); NDIS (Plan Management) Rules r 6.2. 14 NDIS Act s 33(3); NDIS (Plan Management) Rules r 6.3. 15 NDIS (SDA) Rules r 36. 16 Competition and Consumer Act Sch 2. 17 NDIS Act s 33(6). 18 NDIS (Provider Registration and Practice Standards) Rules r 7(3). 19 NDIS (Provider Registration and Practice Standards) Rules r 7(2). 20 NDIS Act s 42(2)(b). 21 NDIS (Provider Registration and Practice Standards) Rules r 7(1). 22 NDIS (Plan Management) Rules r 4.3(b). 23 NDIS Act s 34(1)(c). 24 NDIS Act s 46. 25 NDIS Act s 182(3). 26 NDIS Act s 46(1). 27 NDIS Act s 37(3). 28 NDIS Act s 33 (2A)-(2F). 29 NDIS Act s 33 (2C)(d-e). 30 NDIS Act s 33(2)(c).

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         Always visit ourguidelines.ndis.gov.au for the latest version.

31 NDIS Act s 51(1)(a). 32 NDIS Act s 51(1)(b). 33 NDIS Act s 51(2). 34 NDIS Act s 47A. 35 NDIS Act s 41(2)(a). 36 NDIS Act ss 40(2)-(3), 41(1)(a). 37 NDIS Act ss 41(1)(b), 105(2)(a). 38 NDIS Act s 41(2)(a). 39 NDIS Act s 41(2)(c). 40 NDIS Act s 41(2)(b). 41 NDIS Act s 40(3). 42 NDIS Act s 105(2)(a). 43 NDIS Act ss 40(2)(b), 99(1) item 5. 44 NDIS Act s 100(2). 45 NDIS (Plan Management) Rules r 5.7. 46 NDIS (Plan Management) Rules r 5.8. 47 NDIS (Plan Management) Rules r 5.6. 48 NDIS (Plan Management) Rules r 5.6. 49 NDIS (Plan Management) Rules r 5.9. 50 NDIS (Plan Management) Rules r 5.9. 51 NDIS (Plan Management) Rules r 5.10. 52 NDIS (Plan Management) Rules rr 5.11-5.13. 53 NDIS (Plan Management) Rules r 5.14. 54 NDIS (Plan Management) Rules r 5.15. 55 NDIS (Plan Management) Rules r 5.16(a). 56 NDIS (Plan Management) Rules r 5.16(b). 57 NDIS (Plan Management) Rules r 5.16(c). 58 NDIS Act s 100(2).

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FOI 24/25-1870 DOCUMENT 1.2

Practice Guidance

Interim Guidance on

Flexibility of Improved Daily

Living Supports

Note: This is interim guidance and will be updated in 2025 upon the release of new NDIA Therapy / Allied Health Operational Guidance. DIA recognises that there is inconsistent advice on this matter and has produced this interim guidance to support the intermediary sector through the implementation of reforms to the NDIS.

This is one of the most asked questions from DIA members and Participants since the introduction of the new legislation and rules on 3rd October 2024.

How flexible is supports within the Improved Daily Living

Supports Category (IDL) and what has changed?

A lot has changed with the introduction of the new legislation, Section 10 Rules (NIDS Support Lists) and further advice provided by the NDIA.

Under section 46 Acquittal of NDIS Amounts, all NDIS funds must be spent:

a. Only on NDIS Supports (as per Section 10 Rules); and b. In accordance with the Participants Plan.

The NDIA have provided updated advice on how this is to interpreted and applied to Stated Supports.

Disability intermediaries.org.au > Intermediaries Australia

Practice Guidance

NDIA GUIDENCE This page current as of 10 October 2024

https://ourguidelines.ndis.gov.au/your-plan-menu/your-plan/what-supports-can-you-buy- your-ndis-funding/how-do-we-describe-supports-your-plan

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Home > Your plan- menu > Your plan > What supports can you buy with your NDIS funding?

How do we describe the supports in your plan?

When your NDIS supports are stated, we describe the support specifically. It means you must buy NDIS supports in the way we have described in your plan. We’ll be clear when we describe a support category as stated in your plan.

by a particular service provider
by a particular qualified person
through a particular delivery mode or method, or in a special way.

Some stated supports are more specific than others. More specific supports have less items you can spend your funding on.

For example, we could say in your plan ‘meal preparation must be limited to $200 per month’ or ‘this funding must be used for physiotherapy’.

Disability intermediaries.org.au > Intermediaries Australia

Practice Guidance

NDIA GUIDENCE This page current as of 2 April 2025

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Home > Changes to NDIS legislation

Frequently asked questions about legislation

What are flexible and stated supports? (new)

In your plan we describe NDIS support categories as flexible or stated, based on NDIS laws.

You must spend your funding in line with your plan

Flexible supports are described generally.

Only core supports can be used flexibly but must be part of the same fund management type (external).

Stated supports are specifically described in your plan.

This means you must use your funding to buy NDIS supports exactly how they’re described in your plan.
If you’re unsure about your stated supports, ask your my NDIS contact, support coordinator or recovery coach.

To learn more about what supports are stated and flexible, go to Factsheet: Support categories and Our Guideline - Your plan.

Disability intermediaries.org.au > Intermediaries Australia

How should this be applied to IDL Funding in Participants Plans

There has been a lot of discussion in online forums, communities of practice and groups like this about these changes and why Plan Managers should be asking for more evidence before lodging claims.

So, lets look at three real life examples.

EXAMPLE ONE:

Improved Daily Living Skills: $13,325.34 Assessment, training or therapy (including Early Childhood Intervention) to help build your skills, independence and community participation.

Support for:

$9,311.52 of funding for an occupational therapist to assess and provide strategies to increase your social, self-care, executive functioning, independent daily living and motor skills.

$4,013.82 of funding for a psychologist to assess and provide strategies to increase your understanding of emotions and behaviours. Assessments and reports tracking my progress must be submitted to the NDIS before your plan reassessment.

This is a Stated support

This funding is plan managed. A registered plan manager will help you to manage this funding

Practice Guidance

As this support is ‘Stated’ the NDIS Participant must use their funding to buy NDIS supports exactly how the NDIA have described it in their plan.

This means the participant has no flexibility on what supports they purchase within the IDL category.

The Participant can only purchase:

$9,311.52 on OT Support; and
$4,013.82 on Psychology Support.

Disability intermediaries.org.au > Intermediaries Australia

Practice Guidance

EXAMPLE TWO:

Improved Daily Living Skills: $12,318.12

Support for an Occupational Therapist, Physiotherapist and Speech Pathologist to help build your skills, independence and community participation. Your Occupational Therapist, Physiotherapist and Speech Pathologist will need to provide the NDIS with a progress report 6 weeks before the next plan reassessment.

This is a Stated support This funding is plan managed. A registered plan manager will help you to manage this funding

As this support is ‘Stated’ the NDIS Participant must use their funding to buy NDIS supports exactly how the NDIA have described it in their plan.

This means the participant has limited flexibility on what supports they purchase within the IDL category.

The Participant can only purchase:

OT Support,
Physiotherapist Support, and
Speech Pathologist Support

However, as there is no dollar or hour value listed for each support, the Participant can choose how much of each they purchase within the total IDL budget of $12,318.12.

Disability intermediaries.org.au > Intermediaries Australia

Practice Guidance

EXAMPLE THREE:

Improved Daily Living Skills: $18,817.08

Assessment, training or therapy (including Early Childhood Intervention) to help build your skills, independence and community participation. These services can be delivered in groups or individually.

Support for a multidisciplinary team of allied health professionals to assess and provide strategies to develop cognitive, emotional, social, self care and communication skills. Your therapists will need to provide the NDIS with a progress report 6 weeks before the next plan reassessment.

This is a Stated support This funding is plan managed. A registered plan manager will help you to manage this funding

As this support is ‘Stated’ the NDIS Participant must use their funding to buy NDIS supports exactly how the NDIA have described it in their plan.

This means that the funding has been ‘Stated’ at the category level. The participant may purchase any support within the IDL category, provided it is an NDIS Support as per Section 10 Rules, to the total value of $18,817.08.

Each therapist engaged by the Participant needs to provide an end of plan report.

Disability intermediaries.org.au > Intermediaries Australia

Practice Guidance

NOTE

Disability Intermediaries Australia provides this interim guidance based on the most current information available within the NDIS and represents DIA’s interpretation of current legislation, rules, operational guidelines and information available from the National Disability Insurance Agency (NDIA) and the NDIS Quality and Safeguards Commission.

DIA reminds members and the wider sector that when in doubt and where individual situations require individual considerations, participants should be directed to seek approval in writing from their NDIA Planner (delegate), their myNDIS Contact or the NDIA National Contract Centre to clarify their individual circumstances.

Disability intermediaries.org.au > Intermediaries Australia

FOI 24/25-1870 DOCUMENT 1.3

Outlook

Stated V flexible supports [SEC=OFFICIAL]

From redacted: s22(1)(a)(ii) - irrelevant material Matt redacted: s22(1)(a)(ii) - irrelevant material

Date Wed 23/04/2025 09:12

To redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material

Hi Stephen,

Jodie has continued working with Comms to clarify — they and Service Practice and Guidance have endorsed (technically) our FAQ with nominal adjustments.

This should be enough for us to point too whilst they update internal guidance and seatings in plans.

Let me know if any concerns or you would like to discuss.

AP redacted: s22(1)(a)(ii) - irrelevant material Annie 8:59 am

Hi Jodie, Below - highlighted in yellow - is the slightly amended wording from SG (t Just giving you a heads up. Thanks Annie

What are flexible and stated supports?

In your plan we describe NDIS support categories as flexible or state

You must spend your funding in line with your plan.

Flexible support categories:

Only core supports can be used flexibly but must be part of the sam

Stated support categories:

Stated supports have flexibility within that support category. You cal
If you’re unsure about your stated supports, ask your my NDIS conti coach.

To learn more about what supports are stated and flexible, go to Factsheet Guideline - Your plan.

redacted: s22(1)(a)(ii) - irrelevant material

FOI 24/25-1870 DOCUMENT 2

Outlook

FW: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

From redacted: s22(1)(a)(ii) - irrelevant material Annie redacted: s22(1)(a)(ii) - irrelevant material

Date Wed 23/04/2025 10:28

To Moore, Elyse redacted: s22(1)(a)(ii) - irrelevant material

Cc redacted: s22(1)(a)(ii) - irrelevant material

2 attachments (99 KB) Legislation-FAQ Changes-23 April_CLEAN.docx; Legislation-FAQ Changes-23 April_track changes.docx;

Good morning Elyse

Apologies for the short notice.

Would it be possible to approve this FAQ update as soon as possible — flexible and stated supports. Attached is a tracked changes and CLEAN version of the FAQ in question.

We’ve received feedback from the Provider Engagement team that the wording is causing confusion out in market for both providers and participants.

Service Guidance have amended and given technical sign off (Peta Omachen).
Provider Engagement endorsed (Jodie Bragg)

Many thanks Annie

From redacted: s22(1)(a)(ii) - irrelevant material Hayley redacted: s22(1)(a)(ii) - irrelevant material

Sent: Wednesday, 23 April 2025 10:09 AM

To redacted: s22(1)(a)(ii) - irrelevant material Annie redacted: s22(1)(a)(ii) - irrelevant material

Cc redacted: s22(1)(a)(ii) - irrelevant material

Subject: Re: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

Hi Annie,

I’m comfortable with this. Happy for you to progress to Elyse for approval.

Can I confirm if PE have also reviewed?

Many thanks,

Hayley

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Subject: RE: Seeking technical approval for FAQ amendments - flexible and stated supports. [SEC=OFFICIAL]

Hi Annie,

Thanks for following up.

We have adjusted the wording slightly as follows:

What are flexible and stated supports?

In your plan we describe NDIS support categories as flexible or stated, based on NDIS laws.

You must spend your funding in line with your plan.

Flexible support categories:

Only core supports can be used flexibly but must be part of the same fund management type (external).

Stated support categories:

Stated supports have flexibility within that support category. You can’t use them flexibly with other types of support categories in your plan.
Your plan may include comments that describe what the support category budget is for, but you still have the flexibility to use your funds for any support within that category.
If you’re unsure about your stated supports, ask your my NDIS contact, support coordinator or recovery coach.

To learn more about what supports are stated and flexible, go to Factsheet: Support categories and Our Guideline - Your plan.

Thank you,

Peta redacted: s22(1)(a)(ii) - irrelevant material

A/g Assistant Director Service Guidance Branch | Your Plan, Supports and Implementation National Disability Insurance Agency

E redacted: s22(1)(a)(ii) - irrelevant material

FOI 24/25-1870 DOCUMENT 2.1

DRAFT – OFFICIAL

The contents of this document are DRAFT – OFFICIAL.

Frequently asked questions

New

What are flexible and stated supports? (new)

In your plan we describe NDIS support categories as flexible or stated, based on NDIS laws.

You must spend your funding in line with your plan.

Flexible support categories:

Only core supports can be used flexibly but must be part of the same fund management type (external).

Stated support categories:

Stated supports have flexibility within that support category. You can’t use them flexibly with other types of support categories in your plan.
Your plan may include comments that describe what the support category budget is for, but you still have the flexibility to use your funds for any support within that category.
If you’re unsure about your stated supports, ask your my NDIS contact, support coordinator or recovery coach.

To learn more about what supports are stated and flexible, go to Factsheet: Support categories and Our Guideline - Your plan.

DRAFT – OFFICIAL

FOI 24/25-1870 DOCUMENT 2.2

DRAFT — OFFICIAL

The contents of this document are DRAFT — OFFICIAL.

Frequently asked questions

New

What are flexible and stated supports? (new)

In your plan we describe NDIS support categories as flexible or stated, based on NDIS laws.

You must spend your funding in line with your plan.

Flexible supports-are-described-generaly categories:

Only core supports can be used flexibly but must be part of the same fund management type (external).

Stated supports-are-specifically described in your plan. categories:

~~This means you must use your funding to buy NDIS supports exactly how~~ ~~they’re described in your plan.~^
Stated supports have flexibility within that support category. You can’t use them flexibly with other types of support categories in your plan.
Your plan may include comments that describe what the support category budget is for, but you still have the flexibility to use your funds for any support within that category.
If you’re unsure about your stated supports, ask your my NDIS contact, support coordinator or recovery coach.

To learn more about what supports are stated and flexible, go to Factsheet: Support categories and Our Guideline - Your plan.

DRAFT — OFFICIAL

FOI 24/25-1870 DOCUMENT 3

Outlook

For BM endorsement by midday 24 April: FAQ - Flexible and stated supports [SEC=OFFICIAL]

From Kathryn redacted: s22(1)(a)(ii) - irrelevant material Date Wed 23/04/2025 11:56 To SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material

1 attachment (620 KB) Seeking technical approval for FAQ amendments - flexible and stated supports. [SEC=OFFICIAL];

Hi Carly,

We’re seeking your BM endorsement of the below updated FAQ wording on the NDIS website.

The Provider Engagement team have requested further amendments to this particular FAQ to aid in reducing continued feedback around stated and flexible supports, spending in accordance with the plan and support category flexibility. See attached email thread from Comms for reference. We have made further edits to align with our preferred language.

What are flexible and stated supports?

In your plan we describe NDIS support categories as flexible or stated, based on NDIS laws.

You must spend your funding in line with your plan.

Flexible support categories:

Only core supports can be used flexibly but must be part of the same fund management type (external).

Stated support categories:

Stated supports have flexibility within that support category. You can’t use them flexibly with other types of support categories in your plan.
Your plan may include comments that describe what the support category budget is for, but you still have the flexibility to use your funds for any support within that category.
If you’re unsure about your stated supports, ask your my NDIS contact, support coordinator or recovery coach.

To learn more about what supports are stated and flexible, go to Factsheet: Support categories and Our Guideline - Your plan.

redacted: s22(1)(a)(ii) - irrelevant material

FOI 24/25-1870 DOCUMENT 4

Outlook

RE: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

Date Wed 23/04/2025 12:06 To Annie redacted: s22(1)(a)(ii) - irrelevant material Cc redacted: s22(1)(a)(ii) - irrelevant material

Approved. Thanks Annie

From redacted: s22(1)(a)(ii) - irrelevant material Annie redacted: s22(1)(a)(ii) - irrelevant material

Sent: 23 April 2025 10:28 To: Moore, Elyse redacted: s22(1)(a)(ii) - irrelevant material Cc redacted: s22(1)(a)(ii) - irrelevant material

Subject: FW: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

Good morning Elyse

Apologies for the short notice.

Would it be possible to approve this FAQ update as soon as possible — flexible and stated supports. Attached is a tracked changes and CLEAN version of the FAQ in question.

We’ve received feedback from the Provider Engagement team that the wording is causing confusion out in market for both providers and participants.

Service Guidance have amended and given technical sign off (Peta redacted: s22(1)(a)(ii) - irrelevant material)
Provider Engagement endorsed (Jodie redacted: s22(1)(a)(ii) - irrelevant material)

Many thanks Annie

From redacted: s22(1)(a)(ii) - irrelevant material Hayley redacted: s22(1)(a)(ii) - irrelevant material

Sent: Wednesday, 23 April 2025 10:09 AM To redacted: s22(1)(a)(ii) - irrelevant material Annie redacted: s22(1)(a)(ii) - irrelevant material Cc redacted: s22(1)(a)(ii) - irrelevant material

Subject: Re: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

Hi Annie,

I’m comfortable with this. Happy for you to progress to Elyse for approval.

Can I confirm if PE have also reviewed?

Many thanks,

Hayley

redacted: s22(1)(a)(ii) - irrelevant material

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FOI 24/25-1870 DOCUMENT 5

Outlook

RE: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

From Annie redacted: s22(1)(a)(ii) - irrelevant material

Date Wed 23/04/2025 12:22

To Moore, Elyse redacted: s22(1)(a)(ii) - irrelevant material

Cc redacted: s22(1)(a)(ii) - irrelevant material

Thanks so much Elyse

From: Moore, Elyse redacted: s22(1)(a)(ii) - irrelevant material

Sent: Wednesday, 23 April 2025 12:06 PM

To: Annie redacted: s22(1)(a)(ii) - irrelevant material

Cc redacted: s22(1)(a)(ii) - irrelevant material

Subject: RE: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

Approved. Thanks Annie

From: Annie redacted: s22(1)(a)(ii) - irrelevant material

Sent: 23 April 2025 10:28

To: Moore, Elyse redacted: s22(1)(a)(ii) - irrelevant material

Cc redacted: s22(1)(a)(ii) - irrelevant material

Subject: FW: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

Good morning Elyse

Apologies for the short notice.

Would it be possible to approve this FAQ update as soon as possible — flexible and stated supports. Attached is a tracked changes and CLEAN version of the FAQ in question.

We’ve received feedback from the Provider Engagement team that the wording is causing confusion out in market for both providers and participants.

Service Guidance have amended and given technical sign off (Peta redacted: s22(1)(a)(ii) - irrelevant material)
Provider Engagement endorsed (Jodie redacted: s22(1)(a)(ii) - irrelevant material)

Many thanks Annie

From: Hayley redacted: s22(1)(a)(ii) - irrelevant material

Sent: Wednesday, 23 April 2025 10:09 AM

To: Annie redacted: s22(1)(a)(ii) - irrelevant material

Cc redacted: s22(1)(a)(ii) - irrelevant material

Subject: Re: Urgent: Seeking approval for FAQ - flexible and stated supports. [SEC=OFFICIAL]

Hi Annie,

I’m comfortable with this. Happy for you to progress to Elyse for approval.

redacted: s22(1)(a)(ii) - irrelevant material

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Delivered by the

National Disability Insurance Agency

Page 53 of 149

FOI 24/25-1870 DOCUMENT 6

Outlook

RE: For BM endorsement by midday 24 April: FAQ - Flexible and stated supports [SEC=OFFICIAL]

Date Wed 23/04/2025 12:41

Cc redacted: s22(1)(a)(ii) - irrelevant material

Thanks KK. I’ve made some changes below. Approved with those additions.

Kind regards Carly

Carly Sierota (she/her)

Branch Manager, Service Guidance Branch Service Design and Improvement (SDI) Group National Disability Insurance Agency

Making Flexibility Work - if you receive an email from me outside of normal business hours, I’m sending it at a time that suits me. | don’t expect you to read or reply outside of your normal business hours.

Delivered by the

National Disability Insurance Agency

From: Kathryn redacted: s22(1)(a)(ii) - irrelevant material

Sent: Wednesday, 23 April 2025 11:54 AM To: SIEROTA, Carly Cc redacted: s22(1)(a)(ii) - irrelevant material Subject: For BM endorsement by midday 24 April: FAQ - Flexible and stated supports [SEC=OFFICIAL]

Consultation Approval

Next steps

Plead provide your endorsement or any feedback by Midday tomorrow 24 April.
We will then progress to Comms to publish the updates on the website.

Regards,

Kathryn redacted: s22(1)(a)(ii) - irrelevant material

a/g Director Service Guidance Branch – Your Plan and Supports Service Design and Improvement (SDI) Group National Disability Insurance Agency redacted: s22(1)(a)(ii) - irrelevant material

Delivered by the National Disability Insurance Agency

Kind regards,

Peta redacted: s22(1)(a)(ii) - irrelevant material A/g Assistant Director Service Guidance Branch | Your Plan, Supports and Implementation National Disability Insurance Agency redacted: s22(1)(a)(ii) - irrelevant material

Delivered by the National Disability Insurance Agency

redacted: s22(1)(a)(ii) - irrelevant material

FOI 24/25-1870 DOCUMENT 7

Outlook

RE: For BM endorsement by midday 24 April: FAQ - Flexible and stated supports [SEC=OFFICIAL]

Date Wed 23/04/2025 12:44

Thanks Carly 😊

We’ll hand this over to comms.

Regards,

Kathryn redacted: s22(1)(a)(ii) - irrelevant material

a/g Director Service Guidance Branch — Your Plan and Supports Service Design and Improvement (SDI) Group National Disability Insurance Agency redacted: s22(1)(a)(ii) - irrelevant material

Delivered by the

National Disability Insurance Agency

The NDIA acknowledges the Traditional Custodians of Country throughout Australia and their cultures and to Elders past, present and emerging.

From: SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material Sent: Wednesday, 23 April 2025 12:42 PM To: Kathryn redacted: s22(1)(a)(ii) - irrelevant material Cc: redacted: s22(1)(a)(ii) - irrelevant material Subject: RE: For BM endorsement by midday 24 April: FAQ - Flexible and stated supports [SEC=OFFICIAL]

Thanks KK. I’ve made some changes below. Approved with those additions.

Kind regards Carly

Carly Sierota (she/her) Page 57 of 149

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Page 60 of 149

Outlook FOI 24/25-1870 DOCUMENT 8

RE: Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL]

From SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material

Date Wed 23/04/2025 16:22 To Matt redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material Elise redacted: s22(1)(a)(ii) - irrelevant material Annie Hayley redacted: s22(1)(a)(ii) - irrelevant material

Cc redacted: s22(1)(a)(ii) - irrelevant material

Hi Matt,

Happy to add the example below.

We’ll need to keep the links to the OGs/factsheet however as this directs the reader back to the leg which underpins it and provides the broader context of how we decide whether a support is stated or flexible. The linked factsheet also provides a summary of all the support categories for easy quick reference which clarifies what are the different support categories.

Kind regards Carly

Carly Sierota (she/her)

Branch Manager, Service Guidance Branch Service Design and Improvement (SDI) Group National Disability Insurance Agency

Delivered by the

National Disability Insurance Agency

From: Matt redacted: s22(1)(a)(ii) - irrelevant material

Sent: Wednesday, 23 April 2025 4:09 PM To: SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material Elise redacted: s22(1)(a)(ii) - irrelevant material Annie Hayley redacted: s22(1)(a)(ii) - irrelevant material

Cc: redacted: s22(1)(a)(ii) - irrelevant material

Subject: RE: Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Stephen, Carly, and Elise,

I have reviewed the FAQ for stated and flexible supports, thanks Annie for progressing. Hoping we can make a small adjustment as per below in yellow as this is the main area feedback is in relation too.

I would also suggest we remove the links from the FAQ for now as the content in them will likely cause further confusion to providers when the below is published.

What are flexible and stated supports?

In your plan we describe NDIS support categories as flexible or stated, based on NDIS laws. You must spend your funding in line with your plan.

Flexible support categories:

Funding for NDIS supports included in the Core support category of the participant’s plan can be used flexibly when they are part of the same fund management type (external).

Stated support categories:

Stated supports have flexibility within the same support category. For example, Improved Daily Living Skills. You can’t use them flexibly with other types of support categories in your plan.
Your plan may include information that describes what the support category budget is for. This is to help you understand the purpose and intention of what has been funded in your plan. You still have the flexibility to use your funds for any support as long as its within that same support category.
If you’re unsure about your stated supports, ask your my NDIS contact, support coordinator or recovery coach.

To learn more about what supports are stated and flexible, go to Factsheet: Support categories and Our Guideline - Your plan.

Happy to discuss.

redacted: s22(1)(a)(ii) - irrelevant material

Subject: RE: Request for assistance please: stated supports [SEC=OFFICIAL] FOI 24/25-1870

Hi Carly,

The work underway to refine planner practice and plan comments to be more specific and clearer about what is, and what isn’t, a stated support is most welcome.

Cheers Stephen

Stephen redacted: s22(1)(a)(ii) - irrelevant material

Branch Manager, Provider Engagement Branch Partners and Providers Division

Partners, Providers and Home and Living Group National Disability Insurance Agency

Level 3, 13 Malop Street GEELONG VIC 3220

Delivered by the

National Disability Insurance Agency

From: SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material Sent: Wednesday, 16 April 2025 3:53 PM;

Subject: RE: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Stephen,

I’ve attached the relevant OG which explains what are flexible vs stated supports. Largely it seems that content within DIA’s practice guidance aligns to the OG however it should be clearer about the difference between when we a support has been described in a general way (to allow flexibility) vs when it’s a stated support (when the support must be spent in the way its stated in the plan).

Kind regards Carly

Carly Sierota (she/her)

Branch Manager, Service Guidance Branch Service Design and Improvement (SDI) Group National Disability Insurance Agency

Delivered by the National Disability Insurance Agency Page 63 of 149

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Delivered by the

National Disability FOI 24/25-1870 Insurance Agency

Page 65 of 149

Outlook FOI 24/25-1870 DOCUMENT 9

RE: Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL]

From Stephen redacted: s22(1)(a)(ii) - irrelevant material

Date Wed 23/04/2025 17:58

To SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material Cc redacted: s22(1)(a)(ii) - irrelevant material

Hi Carly,

I continue to receive calls and emails from Disability Intermediaries Australia (DIA) in respect to this matter. According to DIA they are receiving significant numbers of escalation on this issue and it is causing wide-spread challenges for plan managers and participants.

Can you or someone from your team join a call with me tomorrow with DIA to explain the NDIA’s position and advise the accuracy/inaccuracies in regard to DIA’s guidance material.

Hi redacted: s22(1)(a)(ii) - irrelevant material FYI in case DIA raises challenges re ‘stated supports’ with you directly.

Cheers Stephen

Stephen redacted: s22(1)(a)(ii) - irrelevant material

Branch Manager, Provider Engagement Branch Partners and Providers Division

Partners, Providers and Home and Living Group National Disability Insurance Agency

Level 1 redacted: s22(1)(a)(ii) - irrelevant material Street GEELONG VIC 3220

Delivered by the

National Disability Insurance Agency

From: SIEROTA, Carly redacted: s22(1)(a)(ii) - irrelevant material

Sent: Wednesday, 23 April 2025 4:23 PM To: Matt redacted: s22(1)(a)(ii) - irrelevant material Stephen redacted: s22(1)(a)(ii) - irrelevant material Elise redacted: s22(1)(a)(ii) - irrelevant material Annie Hayley

Cc: redacted: s22(1)(a)(ii) - irrelevant material

Subject: RE: Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Matt,

Happy to add the example below.

Kind regards Carly

Carly Sierota (she/her)

Branch Manager, Service Guidance Branch Service Design and Improvement (SDI) Group National Disability Insurance Agency

Making Flexibility Work - if you receive an email from me outside g normal busing ss hours, I’m sending it at a time that suits me. | don’t expect you to read or reply outside of your normal business hours. age 00 0

Delivered by the FOI 24/25-1870

National Disability Insurance Agency

From: redacted: s22(1)(a)(ii) - irrelevant Matt <redacted: s22(1)(a)(ii) - irrelevant material> Sent: Wednesday, 23 April 2025 4:09 PM

To: redacted: s22(1)(a)(ii) - irrelevant material, Stephen <redacted: s22(1)(a)(ii) - irrelevant material>, SIEROTA, Carly <redacted: s22(1)(a)(ii) - irrelevant material>, Elise <redacted: s22(1)(a)(ii) - irrelevant material>, Annie <redacted: s22(1)(a)(ii) - irrelevant material>, Hayley <redacted: s22(1)(a)(ii) - irrelevant material> Cc: redacted: s22(1)(a)(ii) - irrelevant material Subject: RE: Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Stephen, Carly, and Elise,

I would also suggest we remove the links from the FAQ for now as the content in them will likely cause further confusion to providers when the below is published.

What are flexible and stated supports?

In your plan we describe NDIS support categories as flexible or stated, based on NDIS laws. You must spend your funding in line with your plan.

Flexible support categories:

Funding for NDIS supports included in- the Core support category of the participant’s plan can be used flexibly when they are part of the same fund management type (external).

Stated support categories:

Stated supports have flexibility within the same support category. For example, Improved Daily Living Skills . You can’t use them flexibly with other types of support categories in your plan.
Your plan may include information that describes what the support category budget is for. This is to help you understand the purpose and intention of what has been funded in your plan. You still have the flexibility to use your funds for any support as long as its within that same support category.
If you’re unsure about your stated supports, ask your my NDIS contact, support coordinator or recovery coach.

To learn more about what supports are stated and flexible, go to Factsheet: Support categories and Our Guideline - Your plan.

Happy to discuss.

Cheers,

Matt redacted: s22(1)(a)(ii) - irrelevant

Director, Strategic Programs Provider Engagement Branch National Disability Insurance Agency

redacted: s22(1)(a)(ii) - irrelevant material

Delivered by the

National Disability Insurance Agency

From: “Stephen redacted: s22(1)(a)(ii) - irrelevant material Sent: Wednesday, 23 April 2025 10:01 AM

To: SIEROTA, Carly <redacted: s22(1)(a)(ii) - irrelevant material> Cc: redacted: s22(1)(a)(ii) - irrelevant material Subject: Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL]

Hi Carly,

This is causing confusion for participants and plan managers, as the Your Plan Operational Guideline states:

Spending in line with your plan means only spending your funding on the support redacted: s22(1)(a)(ii) - irrelevant material. To spend in line with your plan, you need to:

spend your funding in the way we describe. This includes any stated supports, where we describe the supports you can buy more specifically

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Further follow up: Request for assistance please: stated supports [SEC=OFFICIAL] — Stephen to SIEROTA, Carly (Wed 23/04/2025 10:02)

Your plan

What’s on this page?

What happens after your plan is approved?

How can we help you start using your plan?

How can we help you connect with informal, community and mainstream supports?

How can we help you find service providers?

What supports can you buy with your NDIS funding?

Replacement supports

How is the funding in your plan organised?

Example

How do we describe the supports in your plan?

How do you buy NDIS supports from providers?

How do you agree on NDIS supports with your service provider?

When do you need to use registered NDIS providers?

Do you need to tell us about your providers?

What if there are no service providers in your area for your supports?

How much will we pay for each NDIS support?

Example 1

Example 2

When do you need an assessment or quote before buying NDIS supports?

What happens if you buy supports that aren’t in your plan?

What happens during your plan?

How much of your plan funding can you access at once?

How will we check in with you during your plan?

Will we change your plan after a check-in?

Example 1

Example 2

How do we check in with you before your plan reassessment date?

What if your situation changes during your plan?

What if your new situation means your plan no longer meets your needs?

How can you change how you manage the funding in your plan?

When can’t you use your plan?

What happens if we suspend your plan?

What if you don’t agree with your plan suspension?

When can you use your plan outside Australia for more than 6 weeks?

In what specific situations will we usually extend the grace period?

If you’re studying overseas or doing an exchange study program

What if you’re not happy with your plan?

Reference list

Practice Guidance

Interim Guidance on

Flexibility of Improved Daily

How flexible is supports within the Improved Daily Living

Practice Guidance

How do we describe the supports in your plan?

Practice Guidance

Frequently asked questions about legislation

What are flexible and stated supports? (new)

How should this be applied to IDL Funding in Participants Plans

Practice Guidance

Practice Guidance

Practice Guidance

NOTE

What are flexible and stated supports?

What are flexible and stated supports? (new)

What are flexible and stated supports? (new)

What are flexible and stated supports?

Next steps

What are flexible and stated supports?