Lumary DC - This article explains how to add funding and plan information to a SIL submission.
Once you've started a SIL submission, you can add funding and plan information using the SIL Submission process. This process helps you to capture information about a client's budget and financing to quickly generate service agreements and quotes.
This article explains how to:
- get to the submission process record
- add a client's plan and funding information
- capture remaining funding amounts
- review funding calculations
- add SDA funding if the client's eligible
- add rent and board contribution details, if required, and
- save the funding agreement details.
Get to the submission process record
To find a submission process and check the submission details:
- Go to the client's record.
- Click on the Accommodations tab.
- If it's not already open, click on the SIL Submissions tab.
- Click on the Submission ID text link.
This opens the submission process. The progress bar shows which step the process is on. If this is a new submission, it will highlight the New Submission step.
The Welcome panel provides an overview of the Submission process.
- Check the Details panel to make sure that the Submission Information is correct. If you need to make any changes -
- Click on the Edit button to open an Edit form.
- Make your changes.
- Click on the Save button to save and close the form.
- Click on the Mark Submission Status as Complete button to move to the next step.
- This will set the progress step to Funding Agreement.
Add a client's plan and funding information
At the Funding Agreement step, you can add information about the client's NDIS Plan and service delivery plan, and review the difference between the original funding and the remaining funding. This information can be used to quickly and dynamically generate service agreements and a quote.
To edit the funding fields:
- Click on a pencil icon at the end of one of the fields, or click on the Edit button to launch an editable form.
The Current SIL Plan Information section captures information about the client's budget. The following table explains how to fill out the fields in this section.
| Field | Purpose and use |
|---|---|
| Current SIL Plan Information | |
| Regular Support Budget | Amount in dollars in the budget for regular supports. |
| Irregular Support Budget |
Amount in dollars in the budget for irregular supports. |
| Flexible Core Budget |
Amount in dollars in the flexible core budget available for SIL supports. |
| Total Funding Value |
Leave this field blank. It will auto-fill when you save. The total funding value is calculated from the amounts in the budget fields. |
| Estimated Regular Weekly Value |
Leave this field blank. It will auto-fill when you save. The estimated regular weekly value is calculated using the number of weeks from the current plan start date to the current plan end date. |
| Current Plan Start Date |
The date that the client's current plan starts or started. |
| Proposed Service Start Date | The date from which service delivery will begin. This sets the start date on the service agreement and service agreement items. |
| Current Plan End Date | The date that the client's current plan ends. This sets the end date on the service agreement and service agreement items. |
| SIL Funding Management |
Use the drop-down list to select how SIL funding will be billed or claimed. This could be via:
|
| Remote Or Very Remote |
If services will be provided in a remote or very remote area, use the drop-down list to select the area. Service agreements will be generated with the selected rates. If this field is blank or None is selected, service agreements will use metropolitan rates. |
| Funds Spent in Current Plan | Put a tick in this checkbox if funds have already been spent from the client's current plan. This will reveal the Remaining Funding section when you save the submission. |
- Click on the Save button if:
- funds have been spent from the client's plan and you put a tick in the Funds Spent in Current Plan checkbox, or
- if the proposed service start date is later than the plan start date.
This will:
- reveal additional fields to capture remaining fund amounts, and
- apply calculations to show any variation between the original weekly budget and the remaining weekly value.
If no funds have been spent and you don't need to review any funding variance, you can skip ahead to:
Capture remaining funding amounts
If funds have already been spent from the client's plan, to reveal the Remaining Funding section:
- put a tick in the Funds Spent in Current Plan checkbox, and
- click on the Save button.
This will reveal the Remaining Funding section. Use the fields in this section to record the amounts remaining in the client's budgets. The following table lists the fields and their purpose.
| Field | Purpose and use |
|---|---|
| Remaining Regular Support Budget |
The remaining regular support budget amount in dollars. |
| Remaining Irregular Support Budget |
The remaining irregular support budget amount in dollars. |
| Remaining Flexible Core Budget |
The remaining flexible core budget amount in dollars. |
Review funding calculations
Your client may have:
- a current plan start date that is earlier than the proposed service start date, and
- funds that will or have been used that don't need to be captured on your agreements.
You can check the remaining value of the plan and whether this changes its weekly value. To review funding calculations:
- Click on the Save button.
This will calculate the values of the fields in the Service Delivery Plan Information and Funding Variance sections. The following table explains how these fields are calculated.
| Field | Purpose and use |
|---|---|
| Service Delivery Plan Information | |
| Total Remaining SIL Funding |
This field is calculated when you save. The amount of remaining SIL funding available in the client's plan. If no funds have been spent in the current plan, this is the amount in the Total Funding Value field. If the Funds Spent in Current Plan checkbox is ticked, this is the total of the fields in the Remaining Funding section. |
| Service Length (Weeks) |
This field is calculated when you save. Calculates the number of weeks between the proposed service start date and the current plan end date. |
| Remaining Regular Weekly Value |
This field is calculated when you save. Shows the Total Remaining SIL Funding divided by the Service Length (Weeks). |
| Funding Variance | |
| Original vs. Remaining Variance |
This field is calculated when you save. Shows the Remaining Regular Weekly Value minus the Estimated Regular Weekly Value. This indicates whether there has been an increase or decrease in the weekly amount of available funding. |
Add SDA eligibility and funding
If the New Tenancy/Lease Agreement Required? field in the Details section is set to Yes, the Tenancy & Lease Financials section will be available. In this section, you can show whether the client is eligible for specialist disability accommodation (SDA).
If the client is eligible for SDA:
- Set the SDA Eligible field to Yes.
This will reveal additional fields where you can add details about the client's SDA budget and funding management. The following table describes the SDA funding fields in this section.
| Field | Purpose and use |
|---|---|
| SDA Eligible |
Select Yes or No to indicate if the client is eligible for SDA funding. Selecting Yes will reveal the additional SDA funding fields listed in this table. |
| SDA Funding Management |
Use the drop-down list to select how SDA funding will be billed or claimed. This could be via:
|
| Monthly SDA Budget | Amount in dollars per month in the client's SDA budget. |
| SDA Design Categories | Auto-fills from the property details section of the site record of the proposed house. |
| House Operator | Displays the name of the operator of the house. |
| House Owner | Displays the name of the owner of the house. |
Rent and board contributions
If the New Tenancy/Lease Agreement Required? field in the Details section is set to Yes, the Tenancy & Lease Financials section will be available.
In this section, you can capture:
- what contributions the client will make toward rent and board, and
- how those contributions will be funded and managed.
The following table explains the fields for rent, board and other contributions.
| Field | Purpose and use |
|---|---|
| Rent/Board Funding Management |
Use the drop-down list to select how rent and/or board funding will be billed or claimed. This could be via:
|
| Disability Support Pension | Amount contributed from the Disability Support Pension (DSP) in dollars per fortnight. Usually 25% of the DSP. |
| Commonwealth Rent Assistance | Amount contributed from Commonwealth Rent Assistance in dollars per fortnight. 100% of the Commonwealth Rent Assistance the client receives. |
| Pension Supplement | Amount in dollars per fortnight. Usually 25% of any other pension supplements the client receives. |
| Rent Contribution |
This field is calculated when you save. Calculated from the total of the disability support pension, Commonwealth Rent Assistance and pension supplement values. |
| Board Contribution |
Amount in dollars per fortnight that the client will contribute for board. |
| Other Out of Pocket Expenses | Amount in dollars per fortnight that the client will contribute for out of pocket expenses. |
Save the funding agreement details
In the last part of the Edit form, or in the Details panel, you can check and update the submission information that was provided at the start of the process.
When you've filled out and checked all of the available sections:
- Click on the Save button.
Once you've added funding and financial information to the Funding Agreement step, you can generate draft service agreements and a quote.