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Scheduled Review of Plans. The NDIS or a NDIS Partner will talk to you about the new flexible approaches they may take with you to review your NDIS plan. This may be a:
  • new NDIS plan with the same supports,
  • new NDIS plan with minor changes to your current supports, or;
  • a full plan review
The NDIS or a NDIS Partner will contact you up to 100 days prior to your current plan expiring.  This call should be to arrange a day and time that suits you for your Plan Review Meeting.  It is essential that you do not let them conduct a plan review in this call, as you have not had time to prepare. Who is likely to need a full plan review? If your circumstances have changed significantly, you will need to have a full plan review. For example:
  • If the impact of your disability on your life has changed
  • If you have started a new life stage such as school or work
  • There is a significant change in your personal circumstances and/or living arrangements
  • Your goals, aspirations and objectives have changed.
  • Young children with changing goals and developmental needs whose support needs have changed
Who is likely to be able to continue with the same supports in a new plan?
  • If the impact of your disability on your life hasn’t changed.
  • If you don’t expect any big life changes in the next 12 months, like starting study, work or starting school.
  • If you have been using your current plan and it is working for you, helping you achieve your goals and the supports continue to be reasonable and necessary.
Never undertake or go to a Plan Meeting, unless you have:
  • your personal details;
    • any changes that have occurred
  • your bank account details if there has been any changes;
  • Nominee Forms (if another person or persons, will be acting on your behalf, plus 100 points of identity)
    • If you are turning 18 or have turned 18 years of age
  • if your current supports are still meeting your needs, then you can request a rollover of the existing plan, if not:
    • what may work better for you
      • Reports
      • Quotations
      • Recommendations by Professionals
  • your circumstances have not changed,
    • you may be able to continue with the same supports in a new plan, or
    • a new plan with minor changes
  • your community and mainstream supports;
    • Supports and Services you are going to access in the community
    • you will require Quotes for all of these
    • reports on achievements or non achievements made during the current plan
  • 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)”
    • Supports and Services required for the next plan, including
      • Reports
      • Quotations
  • 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 or out of the home;
    • Types and levels of supports and services you require in the home
      • Reports
      • Quotations
  • 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 Managed
          • 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.
  • If the disability / disorder that has been the primary functional limitation has changed, you will need a medical report to give to the NDIS so that the Primary Disability / Disorder is changed.
  • 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.