ndis pre- planning workbook - noweyung...noweyung limited, 84 goold st, bairnsdale - phone: 03 5153...

Noweyung Limited, 84 Goold St, Bairnsdale - Phone: 03 5153 0111 www.noweyung.org.au 2018/2

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NDIS

Pre- Planning Workbook

__________________


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Noweyung NDIS Pre-Planning Workbook

Noweyung would like to assist you to get ready for National Disability

Insurance Scheme (NDIS) as it is rolled out across Australia. The NDIS is

available for Australians up to age 65 that are living with a permanent and

significant disability. To participate in the NDIS, you need to meet certain

disability or early intervention requirements.

We have developed this Pre-planning Workbook to explain the process and

help you to think about what is important in your life. It will help you identify

your needs, goals and current supports and what supports you will need into

the future. There are a number of questions to think about and not all of them

are relevant to your situation so you do not have to complete every section.

When you have completed this workbook you can take it to your NDIS

planning meeting to assist you when applying for funding.

This workbook will also help you complete your Participant Statement. Your

Participant Statement is a form that helps us understand your personal

situation and what you would like to achieve. It gives us the information we

need to tailor your NDIS plan. If you are able to complete it, please bring it to

your first planning meeting. Otherwise, bring this workbook with you and your

planner will help you fill in the Participant Statement

The NDIS planning process

There are five steps involved in developing your plan of supports.


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Step 1 – Think about your needs and goals

Before you meet your planner, think about what you want and need.

• What support do you need to do everyday activities?

• How would you like your life to be in a few years?

• How can the NDIS help you?

You may decide to discuss these questions with your family, friends or

carer. Your planner will consider supports that will help you:

• pursue your goals and aspirations

• increase your independence

• take part in employment or community activities.

Together you will discuss informal, community and mainstream supports

available to you. These include family, friends and community services, or

more formal supports such as health and education services.

Should you require them, the NDIS funds reasonable and necessary supports.

These supports could include assistance with employment or in the

workplace, therapies, home modifications, mobility equipment, or vehicle

modifications.

At your first planning session, we will discuss what you are doing now and

what you would like to try in the future. We will talk about three aspects

of your life:

• your daily routine

• your living arrangements

• your current relationships and supports from other people.

Use the spaces on the following pages to make notes about these aspects of your life

Regular activities


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Occasional activities

Day What I do What I have help with

Why I like it

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

What I do / how often What help I have Why I like it


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What funding do I receive now? DHHS paid to Noweyung Individual Support Plan Futures for Young Adults Other funding: e.g therapy, transport, equipment, respite regular/emergency case management, other disability services

What supports I receive each week?

Type of service or support Amount and frequency Who funds it

What supports I receive sometimes?

Type of service or support Amount and frequency Who funds it

What Supports I have now that I need to keep?


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What Supports I have now that need to change?

GAPS Things I need but don’t have. e.g weekend activities, respite

Type of service How often, Who could provide it

What is the unpaid carer’s role?

What When


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What are your current living arrangements?

Think about:

• who you usually live with

• the type of accommodation you live in

• whether there is something you would like to change about your living arrangements to make things easier for you, or to increase your independence.

What relationships do you have now?

Think about:

• who is important in your life and in what way

• what informal supports you have from family, friends, or neighbours.

What supports do you currently have?

Programs and therapies

Think about:

• specific programs you access, such as those provided by your local council, religious, community or support groups, your hospital or school

• any therapies you require, such as therapeutic support or behaviour support.

NOW:

IN THE FUTURE:

NOW:

IN THE FUTURE:


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Aids, equipment or modifications

Think about:

• any special equipment you have or you need. For example, a wheelchair, hearing or speech aid or hoist. How often do you use this equipment? Is it appropriate for your needs?

• whether your home has been, or needs to be, modified. Do you have or need any ramps or lifts?

Assistance with activities

Think about:

• what assistance you have to carry out your day-to-day activities, including participating in work or study, transport, sport, day program or community access, managing money, respite etc.

• what formal supports you have through the health care system, community centres, work or education, cleaners, personal helpers etc.

NOW:

IN THE FUTURE:

NOW:

IN THE FUTURE:

NOW:

IN THE FUTURE:


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What is your life like now?

Your Participant Statement includes information on your day-to-

day life. Think about:

• what you participate in such as education, work and social activities

• what is working well in your life

• what you would like to change or improve

• whether there is something new you would like to try (this could be a therapy, an activity in your local community or a volunteer group you would like to join)

• activities you enjoy or you are good at

• what you do when someone comes to help you in your home.

Write your notes here


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Here is a timeline to help you find out what you can expect from the NDIS and when you can expect it. Please note that your NDIS journey is an individual one, so this resource should be treated as a guide. Any time with-in 6 months of rollout

This letter will let you know that you are on their system and the rollout will be in your area in the future. Generally, the people who receive this letter are the people who already receive disability funding.. The letter will be addressed to you or your guardian.

About 3 – 4 months before rollout

The NDIA is getting information from all different government departments, so it is quite likely that they will need to clarify a

few things, and it really is just a few. If they call to check your eligibility, the call will take around 15 – 20 minutes and they will

check off some details. In this call they might ask for some additional information. It’s worth noting that this is not your main

planning meeting.

Rollout - NDIS comes to Gippsland

Around the rollout date, people will start to have planning meetings. The NDIA will give you a call to book this in. Most planning

meetings are now face to face, but you can request a phone meeting if you think that would suit you better. They will also send

out some questionnaires. Rollout does not happen overnight, so you might need to wait a little while to get your call. Usually it

takes a few months for everyone in your area to get their planning meetings done and dusted. That said, sometimes meetings

are held up to three months before actual roll out to ensure all participants have plans within six months of rollout in an area.

Get ready for your meeting by gathering evidence and information you have regarding your disability and your current supports

and needs. Examples include some of the following: Noweyung Summary of Programs and Supports, Person Centred Plan,

Health or Behavioural Support Plans, Therapy Assessments, Letters and Assessments from Health Professionals, Information

from Educational Facilities or your work place, Recreational programs information, Information from Current Service providers

and a Carers Statement.

0 – 6 months after rollout starts

The planning meeting is where the Planner will gather information about you. They will ask a lot of questions (and we mean a

lot!). These meetings can take a while. It is important for you to tell the planner if you need a break or if you want to stop and

finish on another day. This is OK to do. The whole planning meeting is about you and your needs.

2 – 6 weeks after your planning meeting

Hooray! You’ve got an NDIS plan! You’ve probably also got a lot of questions. It is important that you tell your current provider

that you have a plan. This is so they can work with you in planning your new support requirements.

You may be sent a letter from NDIA

The NDIA might call you to check your eligibility.

You’ll have your planning meeting

You will get your NDIS plan

The NDIS will call you to book a planning meeting

Gather your evidence (including Noweyung Summary of Programs and Supports)

NDIS Timeline


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Goal 1 Goal 1

Support Purpose

Outcome Framework Domain

Support Category

Goal 2

Support Purpose


Support Category

Goal 3

Support Purpose


Support Category

You may only need 1 or 2 goals.


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Step 2 – Meet with your personal planner

What to expect A planner from the NDIS will call you to arrange to meet at a time and place that is convenient for

you. We strongly recommend that you have a face to face meeting and do not recommend that you

agree to a planning meeting over the phone.

At this meeting, you will have a conversation about your life, including the things you have noted in

this workbook. If you want, you can bring someone with you to this meeting. If you request

Noweyung would be able to provide a support worker to attend this meeting with you.

Together with your planner you will talk through your Participant Statement.

What to bring to the meeting Evidence that supports your disability and how it impacts on your life? Evidence can consist of reports, support plans, assessments, and any other documentation which demonstrate your needs and any strategies which have been put in place, or progress which has

occurred. Here are some examples of evidence you may have. Noweyung Summary of Programs and Supports

Person Centred Plan or Lifestyle Plan

Behaviour support plan

Client Support or Health Support Plan

Individual Education Plan

Therapy Assessments (Physio, Psychologist, Speech Therapist or Occupation Therapist)

Letter from Doctor or Therapist

Information from Educational Facilities, Employment, Work Experience

Recreational programs or reports

Information from a Current Service Provider

Carer Statement

Any other information you may have

How long will the meeting take? The time required is different for each person. You may only need one meeting, or you may need more.

Your planner will take the time you need to talk through what’s important to you and help you make

decisions.

Carer statements If you have a carer, that person may also wish to make a statement about the care they provide. If this

is the case, your planner will ask for your permission.


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Sample meeting agenda

Introductions Your planner will introduce themselves and outline what you will talk about in the meeting.

Your preparation

Your planner will ask if you understand the information in this workbook and the materials sent to you before the meeting.

Don’t worry if you have not been able to complete the Participant Statement paperwork.

Your planner can help with this.

Your Participant Statement

You will discuss:

• your current situation: living arrangements, social activities, employment

• your current supports and what is working well

• what you would like to achieve

• what you would like to change

• your goals and aspirations.

Setting your objectives You and your planner will turn your goals and aspirations into a set of actions.

Developing your strategies Your planner will help develop the steps you need to take to achieve your goals and aspirations.

Measuring your achievements You will discuss how you and your planner will be able to tell if your personal plan is working.

Managing your personal plan Your planner will talk to you about options for managing your plan.

Setting review dates You and your planner will agree on review dates for your plan.

Next steps

You may need a second meeting to finish your planning conversation. If this is the case, you will agree on a time.

Once your planner has all the information they need, they will develop a plan of supports for you.

Your planner will tell you when you can expect to receive your plan of supports and what will happen next.


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Step 3 – Develop your plan and consider how to manage your

NDIS funding

During your NDIS planning meeting you will be asked to select how you wish to manage you funds. There

are three options available.

1. Self-Management Self- management gives you greater choice and control over the supports and services purchased. You can choose services provided by either NDIS registered providers or providers not registered with the NDIS. You will be responsible for paying invoices for your NDIS funded supports and organise a reimbursement from the NDIS into your NDIS nominated bank account.

Roles and Responsibilities required by you –

Select your preferred service providers

Establish service agreements and create Service Bookings (NDIS Portal) for your supports

Request your providers supply invoices through the NDID Participant Portal

Ensure all invoices received from service providers are paid ( see payment options)

Maintain financial records

Invoice Payment Options -

Pay invoices with 7 to 30 days of receiving your service invoice.

Submit a payment request to the NDIA Portal prior to (within 1 week) receiving the support if you

have an established Service Agreement and the provider requires payment on day of service.

Pay a service provider upfront and claim the expense back through the NDIS Portal

More information of self-management is available on the NDIS website www.ndis.gov.au

2. NDIA You may choose to have NDIS manage your allocated funding.

You can only choose from service providers from NDID registered provider list.

Once supports have been provided, the provider will make a payment request from NDIS.

3. Plan Management - FUNDING FOR THIS OPTION IS REQUIRED IN YOUR PLAN

You may nominate NDIS registered Plan Management Provider to manage your funding.

Plan Management will assist you by:

Selecting providers to deliver the supports required from either NDIS registered providers, or

providers not registered with the scheme

Developing a service agreement

Paying providers for the supports received

http://www.ndis.gov.au/


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Step 4 – Implement your plan

Your planner will send you a copy of your plan.

Your planner will also talk to you about how confident you feel in managing

money and coordinating the supports in your personal plan. You can have

as much or as little assistance as you want.

The table below may help you decide how to implement your plan.

The important thing is, you decide what works best for you.

By

myself

With a little help

With a lot of help

I am confident in researching service providers that could deliver funded supports approved in my plan.

I am confident in contacting service providers who could deliver the funded supports approved in my plan.

I am confident meeting and interviewing service providers who could deliver funded supports approved in my plan.

I am confident in deciding which service providers would best suit my needs, as approved in my plan.

I am confident in making an agreement for services or supports with a provider who has agreed to deliver the funded supports or services approved in my plan

.


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Step 5 – Review your plan

Your planner will determine the most appropriate supports to help you

achieve your goals and aspirations. You will be able to discuss those

supports with your planner and decide if they are right for you. You and

your planner will also agree on review dates for your plan.

We understand your circumstances may change. If that happens you

can arrange to meet your planner so you can update your plan to meet

your needs.

This document was made with information from the NDIS

planning workbook.

ndis pre- planning workbook - noweyung...noweyung limited, 84 goold st, bairnsdale - phone: 03 5153...

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