NDIS Understanding Workshops Workshop 5 Plan Management explained

NDIS Understanding Workshops Workshop 5 Plan Management explained NDIS workshops brought to you by 1

PART 1 Introduction 2

Workshop accessibility Please feel free to provide us feedback on our accessibility - in person, or via: Email: disabilityloop@afdo. org. au Phone: 1800 219 969 (toll free) or (03) 9662 3324 Post: Australian Federation of Disability Organisations (AFDO) Level 2, 247 – 251 Flinders Lane Melbourne, VIC 3000 3

About me Tricia Malowney Consultant Australian Federation of Disability Organisations (AFDO) 4

Workshop protocols and style Please put your phone on silent, or turn it off There are no silly questions Share as much or little as is comfortable Do you have a nametag and Attendee Handbook? 5

Train the Trainer This workshop will prepare you to present information effectively, respond to participant questions and run activities. The Direct Training workshops you will run are intended for people with disability, including people with intellectual disability, as well as families. 6

Workshop outline Part 1 35 minutes Introduction Part 2 55 minutes Options for managing the funding of NDIS supports Break 30 minutes 7 Part 3 15 minutes Options for managing the funding of NDIS supports (continued) Part 4 20 minutes NDIS systems explained Part 5 35 minutes Bringing it all together

Australian Federation of Disability Organisations (AFDO) AFDO is a peak body. Members are run and operated by people with a disability and their families. AFDO represents the interests of people with a disability. AFDO educates the public about the issues faced by people with a disability on a day to day basis. 8

Disability Loop is a group of resources about the NDIS. Disability Loop’s information is up-todate, easy to find and easy to use. We always use plain language, to help you make sense of it all. www. disabilityloop. org. au To stay in the loop you can also follow us on Facebook, Twitter and You. Tube. 9

Find additional information: Fact sheet All about AFDO and Disability Loop 10

The National Disability Insurance Scheme (NDIS) in brief • Fixing the unfairness • Repairing the underfunding • Correcting the fragmentation • Doesn’t matter where you live 11

What is Plan Management? • Budgeting • Keeping records • Paying for supports 12

PART 2 Options for managing the funding of NDIS supports 13

Options for managing the funding of NDIS supports 14

Options for managing the funding of NDIS supports 1. Registered Plan Management provider 2. NDIS managed 3. Self-managed 4. A combination of the above 15

Plan Management method 1: Registered Plan Management provider • Find and organise supports • Pay providers and process expense claims • Complete required paperwork and keep records • Work with disability support suppliers to decide how and when supports are provided 16 • Increase the skills of people with disability, so they can have more control over their NDIS Plan in the future

Plan Management method 1: Registered Plan Management provider Choosing a registered Plan Management provider 17

18

Question time: When could it be a good idea to use a registered Plan Management provider? What could be some benefits? Can you think of a situation where this would not be a good idea? If so, when and why? 19

20

When could it be good to use a registered Plan Management provider? When could it be bad? A person may not have the skills to selfmanage their NDIS Plan 21 Some people may simply not want to self-manage Conflict of interest concerns. Some registered Plan Management providers may also offer other disability services People with disability won’t be able to choose from the same range of supports If the registered Plan Management provider makes any financial mistakes, it could cause delays for the NDIS Participant

Plan Management method 2: National Disability Insurance Scheme 22

23

Question time: When could it be good to have the NDIS manage an NDIS Plan? Think about the benefits of the NDIS doing the Plan Management. Can you think of a situation where this could not be appropriate? If so, why? 24

25

When could it be a good idea to use the NDIS to do Plan Management? When could it not be a good idea? A person may not have the skills to selfmanage their NDIS Plan 26 The NDIS is an expert in the NDIS – they understand the system well Have a greater sense of security about the quality of services and supports purchased using NDIS resources People with disability won’t be able to choose from the same range of supports People may be unlikely to complain about any problems that occur with the service the NDIS provides because they are also receiving funding through the NDIS

Plan Management method 3: Self-managed Responsibilities of self-management 27 • Finding and organising the supports required • Developing a service agreement with each selected provider • Paying providers on time, as required by their service agreement • Managing the budget and keeping track of the cost of supports purchased • Keeping a record of purchases, for a minimum of 5 years

28

Question time: When could it be a good idea to self-manage an NDIS Plan? Can you think of a situation where self-management may not be appropriate? If so, why? 29

30

When could it be a good idea to selfmanage? When could that not be a good idea? Can pay higher or lower than the price in the NDIS Price Guide People are given an increased level of choice and control People with disability can purchase supports and services from providers who are not registered with the NDIS 31 Some people with disability may not have the capacity to selfmanage without support Might seem too complex or difficult Self-management helps improve the organisational and administrative skills of people with disability, giving people skills that can be used in other parts of their life

Pros and cons of self-management 32

Pros and cons of self-management Benefits of self-management 33

Pros and cons of self-management Potential concerns of self-management 34

Find additional information: NDIS Understanding workshop 6 Is self-management for me? 35

36

PART 3 Options for managing the funding of NDIS supports (continued) 37

Plan Management method 4: Combination 38

39

Question time: Can you think of a situation where a combination of Plan Management methods would be a good option for a person with disability with an NDIS Plan? Can you think of a situation where this may not be appropriate? If so, why? 40

41

When could it be a good idea to combine methods? When could it not be a good idea? Prioritise what is important to them, meaning they don’t have to worry about completing as much paperwork compared to those using 100% self-management Build their skills, including budgeting and communication, through the self-management part of the combination method 42 Could be hard to keep track of the different methods Too busy! Get advice from a Plan Management providers and/or NDIS, and those NDIS Participants willing to help others with selfmanagement through providing peer support

Plan Management method 4: Combination Benefits of a combination of Plan Management methods 43

Plan Management method 4: Combination Potential concerns of a combination of Plan Management methods 44

PART 4 NDIS systems explained 45

NDIS systems explained 46

What is the Participant Portal? 47

What is the Participant Portal? Who can access the Participant Portal? 48

What is a Service Agreement? 49

Do NDIS Participants get paid by the NDIS? 50

PART 5 Bringing it all together 51

Support is available for Plan Management 52

Support is available for Plan Management Community supports available for Plan Management 53

Making a decision 54

Workshop review 55

Evaluations What is something you have learnt? What have you found most valuable? What do you think could be improved? What is something you will take away? 56

Thank you for participating! Remember to visit www. disabilityloop. org. au www. afdo. org. au NDIS workshops brought to you by 57