DOCUMENT 1
FOI 24/25-1088 | MR25/01106
Scope
The
title, file name and date published for each of the 163 documents identified during the preliminary search in FOI 24/25-1088
List of resources
Document
Title
Date
Search term
Search term
Search
Notes /
Number
published
term
Owned be
another
Branch
1
EC - PEC - General overview
N/A
Reassessment
Not a KA
2
Guide - Conversation Style Guide Appendix
10/10/2023
Reassessment
B v1.0 APPROVED 2023-10-10
3
Guide - How to support children and young
12/08/2024
Reassessment/Plan
people to remain in their family home V4.0
reassessment
APPROVED 2024-08-08
4
Guide - How to support children and young
11/08/2024
Reassessment
people to remain in their family home V4.0
APPROVED 2024-08-08
5
Guide - Psychosocial disability Appendix A
5/02/2024
Reassessment/Plan
v2.0 APPROVED 2023-09-21
reassessment
6
Guide - Psychosocial disability Appendix A
5/02/2024
Reassessment
v2.0 APPROVED 2023-09-21
7
Guide - Psychosocial disability Case
5/02/2024
Reassessment
examples APPROVED v2.0 2023-09-21
Page 1 of 15
8
Guide – Safeguarding the participant’s
11/08/2024
Reassessment
interests v4.0 APPROVED 2024-08-06
9
KA - Action a budget update v17.0
5/11/2024
Variation/Plan
APPROVED 2024-10-25
change
10
KA - Action a budget update with funding
18/05/2025
Reassessment
New May
periods v1.0 APPROVED 2025-05-15
2025
11
KA - Action a plan approval case when
11/08/2024
Reassessment
New Feb
access is granted without pre-access
2025
information gathering v2.0 APPROVED
2024-08-08
12
KA - Add home modification capacity
28/07/2024
Reassessment
building support v2.0 APPROVED 2024-07-
22
13
KA - Add medium term accommodation
11/08/2024
Reassessment
(MTA) funding V6.0 DRAFT 2024-08-08
14
KA - Add minor home modification funding
28/07/2024
Reassessment
V3.0 APPROVED 2024-07-22
15
KA - Add specialist disability
8/12/2024
Reassessment
accommodation (SDA) funding v11.0
APPROVED 2024-11-28
16
KA - Apply custom distribution of funds in a
19/05/2025
Reassessment
New May
budget update v1.0 APPROVED 2025-05-
2025
19
17
KA - Apply default distribution of funds in a
18/05/2025
Variation/Plan
New May
budget update
change
2025
18
KA - Apply default distribution of funds in a
18/05/2025
Reassessment
New May
plan approval case v1.0 APPROVED 2025-
2025
05-16
Page 2 of 15
19
KA - Apply the home and living decision in
8/12/2024
Reassessment
PACE v7.0 APPROVED 2024-11-28
20
KA - Assign and review a plan change case
15/12/2024
Variation/Plan
V9.0 APPROVED 2024-12-04
change
21
KA - Assign and review a plan change case
15/12/2024
Variation/Plan
V9.0 APPROVED 2024-12-04
change
22
KA - Assign and review a plan change case
15/12/2024
Reassessment
V9.0 APPROVED 2024-12-04
23
KA - Book and prepare for the plan meeting
11/08/2024
Reassessment
v12.0 APPROVED 2024-07-30
24
KA - Book change or cancel a check-in
4/11/2024
Reassessment
V9.0 APPROVED 2024-10-21
25
KA - Book change or cancel a check-in
4/11/2024
Check-in
V9.0 APPROVED 2024-10-21
26
KA - Case permissions and routing - Plan
7/05/2024
Reassessment
owned by
Change case
Permissions
& Routing
27
KA - Change plan duration V8.0
4/11/2024
Variation/Plan
APPROVED 2024-10-08
change
28
KA - Change plan duration V8.0
4/11/2024
Variation/Plan
APPROVED 2024-10-08
change
29
KA - Change plan duration V8.0
4/11/2024
Reassessment
APPROVED 2024-10-08
30
KA - Change the draft budget V14.0
6/11/2024
Reassessment
APPROVED 2024-10-25
Page 3 of 15
31
KA - Check criteria for a replacement
14/10/2024
Reassessment
support application V1.0 APPROVED 2024-
10-09
32
KA - Complete a desktop review before a
4/11/2024
Reassessment
check-in v8.0 APPROVED 2024-10-24
33
KA - Complete a desktop review before a
4/11/2024
Check-in
check-in v8.0 APPROVED 2024-10-24
34
KA - Complete a level 4 High Decision
31/03/2025
Reassessment
new Mar
Delegate (HDD) referral v1.0 APPROVED
2025
2025-03-27
35
KA - Complete a plan approval case when
22/12/2024
Reassessment
you are unable to contact (UTC) a
participant for a plan meeting v5.0
APPROVED 2024-08-2
36
KA - Complete a plan approval case when
22/12/2024
Check-in
you are unable to contact (UTC) a
participant for a plan meeting v5.0
APPROVED 2024-08-2
37
KA - Complete a s47 request to update a
28/07/2024
Variation/Plan
participant's goals, About Me and informal,
change
community and mainstream supports V1.0
APPROVAL 2024-07-16
38
KA - Complete a s47 request to update a
28/07/2024
Variation/Plan
participant's goals, About Me and informal,
change
community and mainstream supports V1.0
APPROVAL 2024-07-16
39
KA - Complete a s47 request to update a
28/07/2024
Reassessment
participant's goals, About Me and informal,
community and mainstream supports V1.0
APPROVAL 2024-07-16
Page 4 of 15
40
KA - Complete an eligibility reassessment
2/10/2024
Reassessment
referral v4.0 APPROVED 2024-09-19
41
KA - Complete the check-in summary v9.0
9/12/2024
Reassessment
APPROVED 2024-10-21
42
KA - Complete the check-in summary v9.0
9/12/2024
Check-in
APPROVED 2024-10-21
43
KA - Complete the next steps during a
4/11/2024
Reassessment
check-in v11.0 APPROVED 2024-10-24
44
KA - Complete the next steps during a
4/11/2024
Check-in
check-in v11.0 APPROVED 2024-10-24
45
KA - Completing the Personal
23/07/2024
Reassessment
Environmental Circumstances case v6.0
APPROVED 2023-07-04
46
KA - Conduct the participant discussion
4/11/2024
Check-in
during a discretionary overutilisation check-
in v1.0 APPROVED 2024-10-24
47
KA - Conduct the plan meeting - Discuss
6/11/2024
Reassessment
the proposed budget v5.0 APPROVED
2024-10-25
48
KA - Conduct the plan meeting - Discuss
5/11/2024
Reassessment
the proposed budget v5.0 APPROVED
2024-10-25
49
KA - Confirm the purpose and attendees
4/11/2024
Check-in
during a check-in V4.0 APPROVED 2024-
10-21
50
KA - Contact attempts and unable to
22/04/2024
Check-in
contact in a check-in case V1.0
APPROVED 2024-03-25
51
KA - Contact attempts and unable to
4/11/2024
Reassessment
contact in a plan approval case V3.0
APPROVED 2024-10-18
Page 5 of 15
52
KA - Contact attempts and unable to
22/04/2024
Variation/Plan
contact in a plan change case V1.0
change
APPROVED 2024-04-07
53
KA - Contact the participant to explain the
2/10/2024
Reassessment
outcome of their eligibility reassessment
v6.0 APPROVED 2024-09-19
54
KA - Contacting the complainant
11/04/2024
Reassessment
owned by
complaints
55
KA - Create a CEO initiated plan change
18/05/2025
Reassessment
New May
request v1.0 APPROVED 2025-05-15
2025
56
KA - Create a check-in case v4.0
17/06/2024
Check-in
APPROVED 2024-05-28
57
KA - Create a participant plan change
9/12/2024
Variation/Plan
request where the legislative type isn’t
change
specified V4.0 APPROVED 2024-11-27
58
KA - Create a participant plan change
8/12/2024
Reassessment
request where the legislative type isn’t
specified V4.0 APPROVED 2024-11-27
59
KA - Create a technical advice case V9.0
13/10/2024
Reassessment
APPROVED 2024-10-08
60
KA - Create and submit a home and living
16/12/2024
Reassessment
application v7.0 APPROVED 2024-12-02
61
KA - Determine disability-related health
16/12/2024
Reassessment
supports and meal preparation supports
V4.0 APPROVED 2024-12-09
62
KA - Develop a delegate level 5 (Del 5)
30/03/2025
Reassessment
New Mar
plan v1.0 APPROVED 2025-03-27
2025
63
KA - Discuss a participant plan change
4/11/2024
Variation/Plan
request V3.0 APPROVED 2024-10-08
change
Page 6 of 15
64
KA - Discuss a participant plan change
4/11/2024
Reassessment
request V3.0 APPROVED 2024-10-08
65
KA - Discuss funded supports V11.0
25/11/2024
Variation/Plan
APPROVED 2024-11-11
change
66
KA - Discuss funded supports V11.0
25/11/2024
Variation/Plan
APPROVED 2024-11-11
change
67
KA - Discuss funded supports V11.0
25/11/2024
Reassessment
APPROVED 2024-11-11
68
KA - Discuss overutilisation with
4/11/2024
Check-in
intermediary v1.0 APPROVED 2024-10-24
69
KA - EC Early intervention supports for
13/04/2025
Reassessment
owned by
early childhood guide (EC Guide)
Children
Services
70
KA - EC Early intervention supports for
5/02/2024
Reassessment
owned by
early childhood overview
Children
Services
71
KA - EC Guide – Check-in eligibility
3/10/2024
Reassessment
owned by
conversations for children younger than 6
Children
with developmental delay
Services
72
KA - EC Guide - Supporting children
5/02/2024
Reassessment
owned by
younger than 7 who are deaf or hard of
Children
hearing (including under the priority hearing
Services
stream)
73
KA - EC: PEC Carers - Support
5/02/2024
Reassessment
owned by
Coordination
Children
Services
Page 7 of 15
74
KA - Explain a plan change decision V3.0
23/06/2024
Variation/Plan
2024-06-19
change
75
KA - Explain NDIS surveys
3/10/2024
Reassessment
76
KA - Explain the purpose and outcomes of
9/12/2024
Reassessment
a check-in V3.0 APPROVED 2024-11-28
77
KA - Explain the purpose and outcomes of
9/12/2024
Check-in
a check-in V3.0 APPROVED 2024-11-28
78
KA - Explain the purpose and outcomes of
9/12/2024
Reassessment
an enquiry V2.0 APPROVED 2024-11-28
79
KA - Finalise a revocation after an eligibility
19/01/2025
Reassessment
New 19
reassessment v1.0 APPROVED 2025-01-
January
14
2025
80
KA - Finalise and approve a budget update
9/12/2024
Variation/Plan
V21.0 APPROVED 2024-11-20
change
81
KA - Finalise and approve a budget update
18/05/2025
Variation/Plan
New May
with funding periods
change
2025
82
KA - Guide - Children living in statutory out-
11/08/2024
Reassessment
of-home care V4.0 APPROVED 2024-08-
08
83
KA - Guide - Motor Neurone Disease V4.0
28/07/2024
Reassessment
APPROVED 2024-07-22
84
KA - Guide - Respiratory supports V3.0
11/08/2024
Reassessment
APPROVED 2024-08-08
85
KA - Guide – Transition to adulthood
30/06/2024
Reassessment
checklist for participants living outside the
family home v3.0 APPROVED 2024-06-20
Page 8 of 15
86
KA - Identify and escalate risks in a plan
22/04/2024
Variation/Plan
change request v5.0 APPROVED 2024-04-
change
18
87
KA - Identify and record a change in
3/10/2024
Check-in
situation during a check-in V9.0
APPROVED 2024-08-22
88
KA - Identify risks and vulnerabilities V2.0
28/08/2023
Reassessment
APPROVED 2023-08-07
89
KA - Identify risks and vulnerabilities V2.0
28/08/2023
Check-in
APPROVED 2023-08-07
90
KA - IRT - Enacting a planning review
30/06/2024
Reassessment
owned by
decision
Reviews
Branch
91
KA - IRT - Miscategorised request
7/11/2024
Reassessment
owned by
Reviews
Branch
92
KA - IRT - Planning request internal note
3/11/2024
Reassessment
owned by
templates
Reviews
Branch
93
KA - IRT - Request for further information
30/06/2024
Reassessment
owned by
free text templates and examples
Reviews
Branch
94
KA - IRT - Weighing evidence of disability
5/02/2024
Reassessment
owned by
Reviews
Branch
95
KA - IRT - What will be considered as part
1/07/2024
Reassessment
owned by
of an internal review
Reviews
Branch
Page 9 of 15
96
KA - Make a plan change decision v8.0
6/12/2024
Variation/Plan
APPROVED 2024-10-
change
97
KA - Make a plan change decision v8.0
6/12/2024
Variation/Plan
APPROVED 2024-10-
change
98
KA - Make a plan change decision v8.0
6/12/2024
Reassessment
APPROVED 2024-10-
99
KA - Make a referral v5.0 APPROVED
17/03/2024
Variation/Plan
2024-03-05
change
100
KA - Make a referral v5.0 APPROVED
18/03/2024
Check-in
2024-03-05
101
KA - Make fund management decision
23/12/2024
Variation/Plan
V14.0 APPROVED 2024-12-20
change
102
KA - Make fund management decision
23/12/2024
Variation/Plan
V14.0 APPROVED 2024-12-20
change
103
KA - Make fund management decision
23/12/2024
Reassessment
V14.0 APPROVED 2024-12-20
104
KA - Navigate conversations about life-
11/09/2024
Reassessment
limiting conditions V3.0 APPROVED 2024-
08-08
105
KA - Notify the participant about an
15/09/2024
Reassessment
eligibility reassessment V6.0 APPROVED
2024-09-06
106
KA - Prepare to submit a plan change
25/11/2024
Variation/Plan
request v10.0 APPROVED 2024-11-21
change
Page 10 of 15
107
KA - Prepare to submit a plan change
24/11/2024
Reassessment
request v10.0 APPROVED 2024-11-21
108
KA - Progress a plan change (s47A and
22/11/2024
Variation/Plan
s48) request over 21 days V6.0
change
APPROVED 2024-11-21
109
KA - Progress a plan change (s47A and
22/11/2024
Variation/Plan
s48) request over 21 days V6.0
change
APPROVED 2024-11-21
110
KA - Progress a plan change (s47A and
22/11/2024
Reassessment
s48) request over 21 days V6.0
APPROVED 2024-11-21
111
KA - Quality check an eligibility
19/01/2025
Reassessment
New 19
reassessment decision before it is finalised
January
V1.0 APPROVED 2025-01-14
2025
112
KA - Record an address for a child V3.0
6/05/2024
Reassessment
APPROVED 2024-04-29
113
KA - Record and action a request for a
6/11/2024
Reassessment
budget breakdown V3.0 APPROVED 2024-
11-06
114
KA - Record check-in frequency and
2/10/2024
Reassessment
supporting notes during implementation
v7.0 APPROVED 2024-09-26
115
KA - Record check-in frequency and
2/10/2024
Check-in
supporting notes during implementation
v7.0 APPROVED 2024-09-26
116
KA - Record risks and vulnerabilities during
28/08/2023
Check-in
a check-in V1.0 APPROVED 2023-08-07
117
KA - Record the budget and funded
2/10/2024
Check-in
supports during a check-in v8.0
APPROVED 2024-10-02
Page 11 of 15
118
KA - Record the check-in preparation v3.0
3/11/2024
Reassessment
APPROVED 2024-10-24
119
KA - Record the check-in preparation v3.0
3/11/2024
Check-in
APPROVED 2024-10-24
120
KA - Support a person who is relocating
5/02/2024
Reassessment
v2.0 APPROVED 2023-10-12
121
KA - Understand and check plan comments
8/12/2024
Reassessment
v4.0 APPROVED 2024-11-28
122
KA - Understand and choose the right plan
15/12/2024
Variation/Plan
change request v7.0 APPROVED 2024-12-
change
09
123
KA - Understand and choose the right plan
15/12/2024
Variation/Plan
change request v7.0 APPROVED 2024-12-
change
09
124
KA - Understand and choose the right plan
15/12/2024
Reassessment
change request v7.0 APPROVED 2024-12-
09
125
KA - Understand and talk about a plan
8/12/2024
Reassessment
continuation v5.0 APPROVED 2024-12-03
126
KA - Understand and talk about a plan
8/12/2024
Check-in
continuation v5.0 APPROVED 2024-12-03
127
KA - Understand and talk about when a
8/12/2024
Reassessment
plan is automatically continued (plan auto-
extension) V1.0 APPROVED 2024-12-03
128
KA - Understand and talk about when a
8/12/2024
Check-in
plan is automatically continued (plan auto-
extension) V1.0 APPROVED 2024-12-03
Page 12 of 15
129
KA - Understand and update the plan
5/11/2024
Variation/Plan
conversation support tool V9.0 APPROVED
change
2024-11-01
130
KA - Understand and update the plan
5/11/2024
Variation/Plan
conversation support tool V9.0 APPROVED
change
2024-11-01
131
KA - Understand and update the plan
5/11/2024
Reassessment
conversation support tool V9.0 APPROVED
2024-11-01
132
KA - Understand behaviour support v9.0
2/10/2024
Reassessment
APPROVED 2024-09-30
133
KA - Understand capacity building
3/11/2024
Reassessment
employment supports V7.0 APPROVED
2024-10-22
134
KA - Understand check-in frequency v3.0
11/10/2023
Check-in
APPROVED 2023-08-07
135
KA - Understand disability-related health
15/12/2024
Reassessment
supports – core supports V5.0 APPROVED
2024-12-09
136
KA - Understand funding periods v1.0
18/05/2025
Reassessment
New May
APPROVED 2025-05-16
2025
137
KA - Understand how to support a
15/09/2024
Reassessment
participant when they are going overseas
v2.0 APPROVED 2024-09-02
138
KA - Understand overutilisation risk
3/11/2024
Reassessment
indicators and support strategies v1.0
APPROVED 2024-10-24
139
KA - Understand overutilisation risk
3/11/2024
Check-in
indicators and support strategies v1.0
APPROVED 2024-10-24
Page 13 of 15
140
KA - Understand self-care and community
3/10/2024
Reassessment
access supports v7.0 APPROVED 2024-
09-30
141
KA - Understand streamlined planning v5.0
6/05/2024
Variation/Plan
Approved 2024-05-02
change
142
KA - Understand streamlined planning v5.0
6/05/2024
Reassessment
Approved 2024-05-02
143
KA - Understand supports for a participant
2/10/2024
Reassessment
with a life-limiting condition
144
KA - Understand the draft budget v6.0
12/08/2024
Reassessment
APPROVED 2024-08-08
145
KA - Understand the draft budget v6.0
11/08/2024
Reassessment
APPROVED 2024-08-08
146
KA - Understand transport supports v5.0
2/10/2024
Reassessment
APPROVED 2024-10-02
147
KA - Understand types of check-ins V7.0
15/12/2024
Reassessment
APPROVED 2024-12-09
148
KA - Understand types of check-ins V7.0
15/12/2024
Check-in
APPROVED 2024-12-09
149
KA - Understand work and study supports
3/11/2024
Reassessment
V4.0 APPROVED 2024-10-28
150
KA - Update About Me information during a
23/10/2023
Reassessment
check-in V3.0 APPROVED 2023-11-22
151
KA - Update About Me information during a
23/10/2023
Check-in
check-in V3.0 APPROVED 2023-11-22
152
KA - Update goals during a check-in V7.0
23/10/2023
Check-in
APPROVED 2023-11-22
Page 14 of 15
153
KA - Update informal community and
28/08/2023
Check-in
mainstream supports during a check-in
V1.0 APPROVED 2023-08-07
154
KA - Update relationships during a check-in
9/12/2024
Check-in
V9.0 APPROVED 2024-11-26
155
KA - Update the plan conversation support
2/10/2024
Reassessment
tool as an accessible technology user v1.0
APPROVED 2024-09-30
156
KA - Update the reassessment date in a
14/10/2024
Variation/Plan
participant budget update V7.0
change
APPROVED 2024-10-08
157
KA - Update the reassessment date in a
14/10/2024
Variation/Plan
participant budget update V7.0
change
APPROVED 2024-10-08
158
KA - Update the reassessment date in a
14/10/2024
Reassessment
participant budget update V7.0
APPROVED 2024-10-08
159
KA - When to refer the participant for an
2/10/2024
Reassessment
eligibility reassessment v6.0 APPROVED
2024-09-19
160
KA - Withdraw a plan change request v3.0
4/11/2024
Variation/Plan
APPROVED 2024-10-18
change
161
KA - WP05-58- Understand and view plan
28/07/2023
Variation/Plan
change decision letters v2.0 APPROVED
change
2023-09-27
162
OG – Creating your plan v10.0 APPROVED
3/10/2024
- EXTERNAL 2024-10-03
163
OG - Your Plan v10.0 - APPROVED -
24/09/2024
EXTERNAL 2024-09-24
Page 15 of 15
