The purpose of this policy and procedure is to outline how Empowering Connection delivers Plan Management services that support participant choice, control and financial transparency.

This policy and procedure applies to all staff involved in the delivery or oversight of Plan Management services and meets relevant legislation, regulations and Standards.

Applicable NDIS Practice Standards

Plan Management

Outcome

Each participant receives Plan Management services that support choice, control and effective use of NDIS funds.

Indicators

• Participants are supported to understand and manage their NDIS budgets.
• Financial transactions are transparent and accurately recorded.
• Conflicts of interest are identified and managed.

Rights and Responsibilities

Outcome

Each participant’s rights and financial autonomy are upheld.

Indicators

• Participants are informed about fees, charges and financial processes.
• Participants are supported to make informed decisions about their funds.

Definitions