Updated: Jan 24
In recent times demand for plan management has grown and 40% of participants now choose to use plan management services.
The release of this Guide by NDIA this October is a vital step which was long anticipated. Finally, a documented version of what is expected of a plan manager and their roles and responsibilities are now further clarified and made public. This guidance will help solve many confusions and help direct the processes a plan manager may have to follow right from the start, during and at the termination of the plan management service provision to the NDIS participants.
This guidance will play an important role in not only streamlining the practices amongst nearly 1000 NDIS plan management service providers across Australia but will also help enhance the overall quality of this support category and ultimately improve outcomes for participants.
The main framework that this guide is based on is around -
· helping participants to understand what to expect from plan management
· explaining the roles, responsibilities and activities of plan management providers
· outlining the broader system plan management providers operate under.
Important takeaways from this guide include -
· Clarity on setup and ongoing costs for plan management. Guide stated that plan managers must conduct face to face, telephonic or online meeting for initial setup of plan management services.
· Recording of such meeting must be the responsibility of the provider in order to show as an evidence while charging the setup costs to participant’s plan.
· Record keeping, documenting and ongoing notification to the participants of the budget usage and progress is also stressed.
· Clarity around what happens when a participant changes plan management provider. Guide stated that end dates of Invoice processing must be clearly agreed between participant and the provider terminating services, thereby clarifying responsibility for new and old plan manager upon receival of invoices past agreed cut-off date.
· Clarity on responsibilities of plan manager including promptness, integrity and adherence to NDIS code of conduct while providing plan management service.
· The guide clarified that exploring and connecting with providers, broader systems of supports, and community supports does not fall under plan managers bucket of things.
· Maintaining participants NDIS Supports through rostering and advocacy does not fall under the category of plan management supports.
For more information or if required more clarity please ring us on 1300 323 399