PLEASE NOTE: Your web browser is out of date and this form may not work correctly. Please update your browser for more security, speed and the best experience on this site.

Update your browser here
logo
ADIEM

What does it mean to be Plan Managed?


When it comes to managing the funding in your NDIS plan, there are three options the NDIA may offer you:

  • Agency-managed
  • Self-managed
  • Plan-managed

Agency-managed means that the NDIA will pay your providers. This means:

  • You can choose from a range of NDIS registered providers.
  • Your providers will claim payment from your funding.
  • The providers you choose must be registered with the NDIS. You cannot use unregistered providers.
  • You can check the myplace portal to see what claims providers are making against your NDIS funding to keep track of your budget.
  • The NDIA will manage your book-keeping and records of your spending.

Self-managed means that you will have:

  • Choice in deciding what supports you purchase in line with what is included in your plan, who provides these supports and how they are delivered.
  • Flexibility to use any provider that will best help you to meet your plan goals.
  • Capacity to employ or contract staff directly, or have someone employ staff on your behalf.
  • Ability to negotiate the costs of your supports so you get the best value-for-money and to use savings to buy more or better quality supports.
  • Control over and responsibility for your NDIS funding so you can manage your own budget for the duration of your plan.

However, self-managing your plan does come with responsibilities also which include:

  • Purchasing supports that link to the goals in your NDIS plan.
  • Having service agreements with your providers about the supports you will receive including how they will be provided and paid for.
  • Managing your funding so the costs of the support give you value-for-money, and can be met within your budget.
  • Claiming and paying for supports by making payment requests and paying for your supports on time.
  • Keeping invoices and receipts to show you have paid for your supports using your NDIS funding.
  • Meeting your obligations as an employer if you choose to employ staff directly.
  • Showing how you've used your self-managed funding towards reaching your goals at your plan review.
  • Advising the NDIA of any significant changes in your circumstances that may result in you being unable to meet your responsibilities as a self-manager.
  • Participating in any payment auditing where you will need to provide invoices, receipts or other evidence to show you have spent your funds in-line with your NDIS plan.

Plan-managed means an NDIS registered Plan Manager takes care of your plan. This allows you to:

  • Use genuine providers that may not be registered with the NDIS.
  • Pay your providers for the supports you purchase.
  • Help you keep track of your funds.
  • Take care of financial reporting for you.

NDIS Plan Managers must be a registered provider and will be funded in your plan. They claim directly from the budgets in your plan to pay your providers on your behalf.


Your plan can be managed in any of these ways and you can even choose a combination of the three options:
i.e. You can have the NDIA manage the payments of your accommodation and have your plan manager look after your core budgets.

ADIEM believes plan management is the best option as it gives you the flexibilty of being self-managed whilst taking care of all the claiming, provider payments and financial reporting as if you were agency-managed. Best of all, the funding for plan management doesn't come out of your funding but instead is added to your funding.