We may decide to do a CEO-initiated plan change if your plan needs a variation. For example, to make changes to how your funding is managed if you, your child representative, your plan nominee or registered plan manager have not:
- spent funding on NDIS supports
- spent funding in line with your plan.
We understand that people can make mistakes when they or their plan manager are managing their NDIS funding. This is why before we change your plan management type, we'll think about supports and strategies you could use that reduce the risks to you. This is so that you can use your preferred plan management type. To find out more about when we may do a CEO-initiated plan variation to change your fund management type go to Our Guideline – Creating your plan.
We may also decide to do a CEO-initiated plan change if your plan needs reassessment. For example, due to a significant change in your situation or if there is an issue with how your funding is being used.
Spending in line with your plan means only spending your funding on the NDIS supports included in your plan. To spend in line with your plan, you need to:
- spend your funding in the way we describe. This includes any stated supports, where we describe the supports you can buy more specifically
- make sure your funding will last for the whole length of your plan
- make sure your funding will last for the length of each funding period, if your plan includes funding periods and funding component amounts.
There are rules that help us decide if you’ll spend your NDIS funds only on NDIS supports and in line with your plan. For more information, go to What supports can you buy with your NDIS funding?
When you buy supports in line with your plan, you need to make sure they’re:
- NDIS supports or
- an agreed replacement support that relates to your disability.
For information on what is an NDIS support, what is not an NDIS support, and what can be considered a replacement support, go to What does NDIS fund?
If we decide to change your plan, we’ll let you know we’re doing this and what type of plan change we’re doing.
We must also reassess your plan before the reassessment date in your plan. We’ll write to you around 3 months before your plan reassessment date to let you know it’s coming up. We’ll confirm the check-in details in the letter. After the reassessment we may decide to approve a new plan or vary your current plan, depending on your situation. We’ll prepare the variation of your plan, or your new plan, with you.
If you don’t agree with our decision to vary your plan, or approve a new plan, you can ask us to review this decision. Learn more about internal reviews.
If we can’t reassess your plan before your reassessment date, your current plan will continue beyond the reassessment date. We’ll write to you to let you know if this is going to happen.
Sometimes a plan will say that in certain situations we must reassess the plan. For example, your plan might say we need to reassess it once you leave school.
We must reassess your plan at least every 5 years. However, this doesn’t mean we’ll only reassess your plan every 5 years. This will depend on your individual situation. We’ll talk to you about this to work out when your plan reassessment will be, based on what best suits your needs.
During your plan, we’ll check in to see how you’re going. We’ll talk with you about how the NDIS supports in your plan are meeting your disability support needs.
We’ll check in with you:
- at regular times, for example each year
- if we think your plan might not be working for you.
Learn more about check-ins.
If the check-in shows your plan is meeting your disability support needs, we won’t do a plan change and your current plan will continue. If we find that your plan isn’t meeting your needs, we will discuss changing your plan.
We may decide to do a plan change if we know your plan isn’t working for you. For example, you may not have the right NDIS supports you need, or you may not be using your NDIS supports. This information might come from:
- you or someone else in your life
- your local area coordinator, early childhood partner, or support coordinator
- our system that shows how you’re using the funding in your plan.
If we think you need a change to your plan, we’ll let you know. We’ll prepare your plan with you, and we might not need to ask you all the usual planning questions. Your goals can stay the same if you don’t want to change them.
If we decide to change your plan, we must provide you with a copy of your:
- varied plan within 7 days of being approved
- new plan within 7 days after your plan is approved.
There may be times where you only want to change your statement of goals and aspirations. When you do, we’ll provide you with a copy of your varied plan within 7 days of receiving your changed statement.
Learn more about how long this takes in our Participant Service Charter.