How can I find out my plan management type?

When you get a new NDIS plan, it will include how your plan is managed. This will specify WHO is going to pay your bills!

If you don’t know what option you chose (or the NDIA chose for you), here’s how you can find out!

In this resource we will cover the following topics:

If I already have a plan – How do I tell how my funds are managed?
If I already have a plan – How do I tell how my funds are managed from the MyPlace portal?

How do I tell how my funds are managed?

Under EACH budget category in the plan it will say: “My Supports funding is – managed”.

We have included some examples for you below so you can see how it appears in your plan:

NDIA or agency Managed

This is an example of a budget category that is NDIA-managed

This is how it appears in a LEGACY or old plan

Plan Managed

This is an example of a budget category that is PLAN-MANAGED

This is how it appears in a LEGACY or old plan

Self Managed

This is an example of a budget category that is SELF-MANAGED

This is how it appears in a LEGACY or old plan

If I already have a plan – How do I tell how my funds are managed from the myndis participant portal (PACE)?

Go to ‘Funded Supports’ tab and under the ‘Management type’ will be listed alongside the ‘Support category’ in each Funding component. It will also show you the total amount funded and funding period – if this applies to your current plan.

Here is how the table may appear:

If any of your support categories of funding components are PLAN MANAGED, then you will have the Funding component called ‘Choice & Control’ in your Funded Supports (see below).

Stated, In-kind and quote required supports

Some plans have specific items that are listed as stated, in-kind or quote-required. We’ve explained each of these below:

Stated Supports – Not-flexible – You can’t swap ‘stated supports’ for any other supports. The plan will list WHAT the stated supports are (and what line item/category they must be funded under)
In-kind Supports – Pre-paid – Prepaid by government and you must use this provider as all services are booked.
Quote Required – Additional information such as quotes and/or specialist reports will be required before funding can be made available in your plan.

Stated supports will be identified after the funding period schedule and listed under the ‘included support category’ heading. See below for an example of how this may appear in your plan

Sources

What is NDIS plan management?
What are the options to manage my NDIS plan