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The NDIS in WA Process

Individualised Planning

Planning is central to the NDIS in WA. The planning process supports people with disability, their families and carers to consider how they might like their life to look, both now and into the future. When a person with disability has registered with the NDIS in WA and has been deemed eligible to enter the scheme, the planning phase begins. This is where the person with disability may require support to understand the impact their disability has on their everyday activities.

Local Coordinators can assist individuals to develop their plan. They can provide advice about available opportunities and help to figure out how to achieve the goals identified in the plan. The person with disability is central to this process and can choose to take full control of their own plan, or they may choose to have a service provider manage all or some of the supports and services.

WA NDIS planning cycle
How does the planning process work?

 As a first step, the Local Coordinator will get to know the person and support them as much or as little as they need during this planning process. Individuals can also include family members, carers or anyone else they would like in the meetings.

Questions to help build your plan might include:

  • How would I like my life to be?
  • Who am I and what is my life like now?
  • What would I like to build on?
  • How can this happen?

From this conversation, your Local Coordinator can support a person to develop their individualised plan, outlining their personal goals and any strategies that have been identified that will assist them to achieve these goals. This planning process includes consideration of an individual’s skills, strengths and support needs.

An individual’s NDIS in WA plan can also acknowledge and reflect their culture, lifestyle and religious beliefs.

What does individualised planning help you to do?
  • Build on your natural supports such as friendships, neighbours and community groups.
  • Clarify your choices about a pathway towards the life you want to live.
  • Identify opportunities to belong and make a contribution that is welcomed.
  • Develop your talents and skills.
  • Build on opportunities for a valued role in the community.
  • Feel confident that your future is safe and secure.
  • Access the supports and services you require to achieve goals.
Can I make changes to my plan?

NDIS in WA plans are designed to be flexible and responsive to opportunities, challenges and changes in your life.

This means that you and your Local Coordinator will monitor, typically on a yearly basis, the progress of your plan against your goals and review your plan if required. You and your Local Coordinator will be able to identify any risks or urgent needs that need to be addressed through your plan.

Managing the plan

As part of the NDIS in WA planning process, decisions will be made with each individual about how the funding for plan supports will be managed. 

Managing the funding for supports in a plan includes legal responsibility for:

  • receiving and managing any funding provided including acquitting the funds and meeting other agreed accountability requirements (a person's individual plan can include support to self-manage)
  • use of the funding is in-line with NDIS in WA and Department of Communities (Disability Services) policies
  • purchasing or providing the supports identified in the plan including sourcing, arranging and paying for supports (also paying any applicable indirect costs associated with the supports, e.g. tax, insurances)
  • implementing safeguards as outlined in the plan
  • responsibility for the quality of the service being delivered.

There are two funding management options available to people in NDIS in WA:

  • self-managed by the individual receiving supports or their representative
  • service provider management where funded supports are managed by a contracted service provider.

When an individual chooses to self-manage, funds are paid directly to the individual (or their representative) to purchase supports and services identified within the individual’s plan. 

Funds are paid into a nominated bank account. Self-management enables the individual or their representative to choose Department of Communities (Disability Services) endorsed or non-endorsed providers to purchase supports with their NDIS in WA funding.

Self-management of funding may be undertaken by the individual, or their selected representative. See also NDIS in WA Operational Policy - Supported DecisionMaking

The decision on funding management does not necessarily apply across the whole plan. Individual strategies approved for funding support in the plan may be managed differently from one another.  

The Local Coordinator should discuss the plan funding management options and associated tasks and responsibilities with each individual. This allows individuals to make informed decisions that maximise their choice and control. Discussion should include:

  • which funding management option, or combination of options, is likely to contribute to positive outcomes for the person with disability
  • which supports may be suited to particular forms of funding management
  • which funding management option is most consistent with the individual’s preferred level of control and acceptance of responsibility
  • whether strategies could be put in place to enhance the capacity of the individual to manage their plan  
  • practical considerations such as record-keeping and acquittal requirements involved in self-management.

Within NDIS in WA, support to meet the accountability requirements of self-management can be provided by the NDIS in WA Technical Officer and/or Local Coordinator (although a person's individual plan can include some support to self-manage, for example,  payment to an accountant to pay the wages of support people).

NDIS in WA Planning Self-Management Factsheet
NDIS in WA Planning Self-Management Checklist

Reviewing the plan

The plan review seeks to determine how well the strategies have assisted the person to achieve their goals and their satisfaction with these supports. The individual, with the Local Coordinator and relevant others will consider the plan in relation to achievement of goals by identifying:

  • what has the person achieved
  • what has worked well and what can be built on for the future
  • what has not worked, why and what can be learned as a result
  • what should be changed for the future.

This will inform the development of the new plan.

What happens if life changes?

Plans are reviewed with the Local Coordinator on an annual basis. However, if there are particular issues around the progress of a current plan, there have been changes in a person’s life or they just want to adjust their goals, then the plan can be reviewed with a Local Coordinator. The Department of Communities recognises that people’s lives aren’t static and NDIS in WA planning supports that.

As requested by the person or their advocate, or initiated by the Local Coordinator in response to:

  • change of goals which necessitate a change of plan strategies
  • change of life situation
  • change in funding request
  • change of disability service provider which results in a change of goals, change of strategies or change of funding
  • as a result of plan monitoring activities, e.g. plan is approaching the expiry date.
  • the funding being used for a completely different purpose or goal than for which it was originally allocated
  • change in status related to eligibility requirements.
NDIS in WA – Moving from the NDIS in WA

Like everyone, people with disability move from time to time. People participating in the National Disability Insurance Scheme (NDIS) in WA who decide to move can have confidence that they will have continuity in their funded supports. This is the case regardless of where they move to.

For permanent relocation out of a NDIS in WA area, staff will work collaboratively with the relevant state, territory and programs to ensure a smooth transition and minimal impact on the individual.

There is a guarantee of portability of funding under the Intergovernmental Agreement for the NDIS. This means that individuals will receive similar support and 12 months funding, as per their existing plan.

This allows people time to secure supports, services and funding at their new residence, with the assurance their existing levels of support will continue for up to 12 months.