white male, 3d man, isolated
After the Access request has been “Approved”, the NDIS or one of its Partners will contact the Participant to arrange for them to meeting and have the First (Initial) Plan Meeting. Like with all the NDIS Plan Meetings it is essential to have all the information, documentation, etc, for this meeting.  Below is an example of the minimum that the NDIS recommends you have ready. The types of information you will require for this meeting are:
  • your personal details;
  • your bank account details;
  • Nominee Forms (if another person or persons, will be acting on your behalf, plus 100 points of identity)
  • your community and mainstream supports;
    • Supports and Services you are going to access in the community
    • You will require Quotes for all of these
  • how to manage every day activities;
    • A calendar of an example week is very useful for this
    • The level and type of supports being supplied by “Informal Supports (Family, etc)”
  • Assistive Technology and Consumables:
    • If you require:
      • Home Modifications
        • Request funding for an Occupational Therapist to:
          • a suitably qualified Occupational Therapist to perform an assessment, and;
          • recommended home modifications:
            • considering all possible alternatives, including the use of equipment.
          • supply of the report
          • supply of the assessment
          • fund oversight by a project manager or independent building certifier
          • works that will cost over $30,000, you will need to engage an NDIS Registered Building Works Project Manager (BWPM) for Complex Home Modifications (CHM) construction.
          • The BWPM will work with you on the design and appointment of builders, and they may engage suppliers in consultation with you.
          • funding for trial of recommendations if appropriate
          • for quotations
      • Consumables
        • Quotes
      • Low Cost Assistive Technology
        • under $1,500 per item
        • Quotes
        • Reports if deemed a product risk
      • Mid Cost Assistive Technology
        • Between $1,500 and $5,000 per item
        • Quotes
        • Reports and Recommendations
      • High Cost Assistive Technology
        • Over $5,000 per item
        • A recent assessment or report
        • An assessment or report that shows what assistive technology you need.
        • Assessment needs to be from a qualified assistive technology assessor
        • Trial of the assistive technology
        • One quote
  • your safety, including equipment, accommodation or help to take care of yourself or your home;
    • Types and levels of supports and services you require in the home
  • the goals, aspirations, and objectives you want to achieve;
    • Short Term – up to 1 Year (As Per NDIS Creating Your Goals)
    • Medium Term – 1 to 5 Years (This is just an example of time)
    • Long Term – Over 5 Years (This is just an example of time)
  • ways to manage your plan;
    • Self Managed (Full Flexibility)
    • Plan Managed (Full Flexibility with a person like a bookkeeper that pays the bills)
    • NDIA Managed (Reduced Flexibility can only use Registered Providers)
    • Combination of any of the above:
      • Some people go Plan Managed, with:
        • Consumables – Self Managed
        • Low Cost AT – Self Ma aged
        • Part of Core Funding – Self Managed, and
  • the support you need to use your NDIS plan.
Planning meeting checklist prior to your meeting:
  • Documentation and Information as above
  • Quotations
  • Write down any questions you’d like to ask
  • Decide who you would like to come to your planning meeting with you
  • Gather any other information or reports you think would be helpful for the NDIS to understand the impact of your disability and your personal circumstances.
  • You will need to know which Disability / Disorder is affecting your daily life the most, so that it can be set as the Primary Disability / Disorder.
  • As per the Access Request Form you are now able to list up to 5 Disabilities / Disorders. These need to be listed from Highest Functional Affect to Least Functional Affect.