Individualised Funding

(March 2017) IF/EIF/EGL Participants: important changes to how Individualised Funding, Enhanced Individualised Funding or Enabling Good Lives (Christchurch) Hosted Personal Budgets works. Supporting documents are: 

Letter (PDF) detailing changes»
Guidelines (Word)»
Privacy Declaration templat (Word) (referred to in the letter)»

Individualised Funding (IF) is a way of paying for Home and Community Support Services which lets you directly manage the resources you’ve been allocated for disability supports.

Home and Community Support Services include help with household management and personal care.

IF gives you increased choice and control to choose who provides this support, and how and when you use it. Your options range from engaging support workers and planning how your supports will be used, to employing your own care providers and managing all aspects of service delivery.

What you can use IF for.
IF can be used to:
  • purchase support services provided by support workers (employees, contracted personnel or organisations) and pay costs relating to the employment of support workers;
  • employ support workers as long as they are not the spouse/partner or parents of the person with the disability, and as long as they do not live in the same house as the person with the disability.
IF doesn’t cover costs related to medical supplies, equipment, home renovations, leisure, recreation and personal or family costs, and can’t be used to increase the personal income of an individual or family.

From November 3 2014, respite can now be used under Individualised Funding. Click here to read the flyer.

Who can get Individualised Funding.
If you can manage your own services, or have someone in your support network willing to do so, then IF may be right for you. You can get IF if you:
  • are eligible for Ministry-funded services;
  • have been allocated Home and Community Support Services;
  • have talked to a Needs Assessment Service Coordination organisation (NASC) to see if IF is suitable for you.
Talk to your local NASC to learn more. They’ll do a needs assessment, which takes into account essential need and natural supports available to you.

If you can access home and community support services, and wish to use IF, they can make a referral to an IF Host of your choice.

IF Hosts.
If you want to use IF to manage your support allocations, you must do this through an IF Host organisation. These are organisations contracted by the Ministry of Health to support people using IF. IF Hosts will:
  • help you understand IF;
  • help you learn how to organise, setup and manage your supports;
  • administer payments for the support services;
  • help you manage your responsibilities – this includes reporting back to them on the support hours used, so that they can be paid for.
Enhanced Individualised Funding (EIF)
The Ministry of Health has begun its evaluation of this pilot project. A number of people using IF have been contacted by the reviewer. They have also spoken to Manawanui In Charge, the NASC and the Ministry of Health. Generally, the feedback has been positive taking into consideration new funding models will always have issues and challenges to sort out. Manawanui have highlighted to the reviewer some of these challenges and issues and are hoping that the positive outcomes for people using EIF will be captured by the evaluation.

People using IF have access to grants from Te Pou – you can apply for money from two grants. These are:
Consumer Leadership Development – this grant money can be used to fund your own attendance at conferences, workshops and other sessions – or it could be used to purchase some support for lifestyle planning or establishing Circles of Support. If you think of something you would really like to do to assist you to manage your IF or build your knowledge – apply for one of these grants.
Workforce Development Grants – this grant money is available to allow you to send your staff on training sessions, conferences, workshops etc. If you and your staff want to go to a conference for example, you could apply for Consumer Leadership for your own use, and the Workforce Development Grant for your staff. 

The best thing about having access to these grants is that you can participate in these activities without using any of your IF funding to do it - just make sure you put the cost of wages etc. in the grant application.

There has also been a development with our partnership with Work and Income. As you are likely aware, if you need help finding support workers/staff, you can list your vacancy with the Work and Income Work Broker in your area – they will provide you with a list of potential matches, and do the police check for you. If you employ one of them for more than 15 hours/week (or partner with someone else on IF to employ them together), you get a $500 payment from Work and Income. If you keep the person for 3 months, you get an additional $500 at the end of that timeframe. Your Coach will check in on you by phone fortnightly to see how the employment situation is going. Of course, as with any employment situation, there are no guarantees, and we do not recommend that you employ anyone you are not comfortable with – but Work and Income wants to get people into employment, and this arrangement is one that just may suit you. IF Hosts are also required to ensure that the service is working well and report back to the Ministry.

All IF Hosts provide this level of service for a fee set by the Ministry. If you want IF Hosts to take on the responsibility for recruiting, training and paying your support workers and possibly managing the legal aspects of your service, your IF Host may do so for an extra fee determined by them.

Find out more from the Ministry.
Read more about the Individualised Funding project or view the Service specifications for Individualised Funding providers.

Latest News from Manawanui in Charge re I.F. (August 2015)

We are currently working on a couple of fantastic enhancements – one is a free phone Help Desk
role that you can phone with payroll or purchasing questions. We think this will make it much easier
for you to have your questions answered quickly, particularly if payroll are busy processing and
can’t get to the phones, or your Coach is on the road and can’t answer you immediately. We will
send out more information as soon as this role is filled. The other enhancement is a “Virtual
Coaching Module” that all people coming on to IF with Manawanui will receive. This will be an
online tutorial where you can access all the information your Coach will have told you on your set
up. This will be a resource you can continually refer back to as many times as you want or need to.

We are also working on setting up a web-based facility to enable you to log on, and view your up
to date balance, send in your timesheets electronically and view payslips online. This will take
several months to develop – however it will make things much easier for you in terms of managing
your IF and your budget. Watch this space!

The other reminder for this month is that we will be holding our inaugural conference in November
at Eden Park. We have an exciting line-up of keynote speakers and were oversubscribed with
abstracts for the concurrent work streams - Confirmed Keynotes so far are:
  • Eddie Bartnick – Australia (NDIS)
  • Simon Duffy – UK (Centre for Welfare Reform)
  • Michael Kendrick – US (Self Direction)
  • Marc Fenton – US (Public Partnerships – serving 100,000 people across 42 states)
  • Ministry of Health – NZ
  • Mary Fisher – NZ (Paralympian swimmer)
  • Paul Gibson – NZ (Human Rights Commission)
Unfortunately, we are not able to fund your attendance at the conference because the overall
costs of running it are too high – however you can pay for your support person to come
(registration, travel and accommodation). In previous times people could seek funding from Te
Pou to attend themselves, however Te Pou have closed applications for grants until September, so
we won’t know until then if any funding for this will be available. We certainly hope so because we
would love to have you there –we will keep you informed. You may also be able to get funding
from a local charitable trust, Lions, Lotteries grant etc.
Find relief carers and support workers with the National Carer Matching Service!
Do you have a disability or support a disabled person under the age of 65? If so, you may be eligible to use this free new service, developed for people with disabilities and their families to help them easily connect with relief carers in their areas. Operated by Carers NZ and its online partner, MyCare, the National Carer Matching Service is funded by the Ministry of Health. 

People who receive Disability Support Services funding from the Ministry of Health can click on the link on MyCare’s homepage ( to self-refer and enter the matching system quickly. They will need to provide the name of their needs assessment agency and their NHI number.

Or you can ask your NASC to refer you to the service, or self-refer by contacting Carers NZ (phone 0800 777 797). Through MyCare, once you’ve completed the eligibility process for this free service, you’ll be able to:
  • Post jobs seeking relief carers in your area at the MyCare website
  • View profiles of available workers/relief carers at MyCare
Directly message them to make arrangements to meet and/or use their services. Hundreds of workers from around the country have created profiles at MyCare. If you need support workers or relief carers, it could be an answer to finding help in your community! MyCare is a new online space for those seeking or offering home-based support. The company also offers other online tools to help with scheduling and care planning, and a private Support Circle feature to keep everyone informed and involved in day to day arrangements. For those who are eligible to use the free National Carer Matching Service, MyCare’s optional extra tools are available for an annual upgrade cost of $199 including GST. A MyCare upgrade is an authorised purchase for those who use Individualised Funding! If you are not eligible for free access to MyCare’s matching feature via the National Carer Matching Service, you can subscribe to MyCare for an annual fee of $299 including GST. MyCare is currently offering a free 30 day subscription trial. To learn more, phone MyCare on 0800 677 700 or visit
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