Self Management Explained

Self management is the most flexible of the funding types. As stated on the NDIS Self Management Page “It lets you think creatively about how you can use your funds to best meet your needs.”.

There is often a lot of:

  • Confusion,
  • Questions,
  • What can I spend the money on
  • Does this fall within the specifications
  • Does this meet the requirements
  • What if I do something wrong
  • I ring up and ask and keep getting different answers, which is correct?
  • and many more reasons.

Basically if what you are doing meets:

  • The stated supports for the disability
  • The stated goals for the participant
  • The “NDIS will fund List”
  • Doesn’t fall into the “NDIS will not fund List”
  • Best meets the participants needs

You are fairly safe in spending the funds on the support. There are many resources available to self managed participants, from support providers that will run you through Self Management, LAC’s / Planners, the NDIA itself and the following.

Great NDIS resources for Self Managers are:

  • PB Self-management guide
  • PB EE Self-management guide PDF
  • PB Directly engage staff 2019-05-23
  • FM Purchase Payment Request PDF

Self Management gives you: (Reference: https://www.ndis.gov.au/par…/using-your-plan/self-management)

  • 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.

Your Responsibilities as a self-manager: (Reference: https://www.ndis.gov.au/par…/using-your-plan/self-management)

  • Purchasing supports that link to the goals in your NDIS plan.
  • Making clear 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.

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