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CORE-01-08 Whistleblower Policy v1.2.docx. A higher number is newer.
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29 documentsLatest
Reporting protections, record retention and Integrity Act accuracy
Packs affected: Core Library, Complete Library, High Intensity, Behaviour Support, ISW Verification, Business Extras, Employer Essentials
A review of documents already in customers’ hands. The changes bring whistleblower and reporting protections, record retention periods and descriptions of the NDIS Amendment (Integrity and Safeguarding) Act 2026 into line with the legislation as it now stands.
Action recommended. If you use the Whistleblower Policy (CORE-01-08), or any of CORE-04-01, CORE-04-02, CORE-05-01, CORE-08-03 or BS-01-02, update your copy. The earlier wording only protected people who reported “in good faith”, which is narrower than the NDIS Act.
- Protection from retaliation no longer depends on whether a report was made in good faith. Since 9 April 2026 the NDIS Act also prohibits revealing a whistleblower’s identity except in the circumstances it allows.
- Incident and complaint records: kept 7 years from the day the record is made, and reportable incident records 7 years from the day the NDIS Commission is notified. These periods come from the NDIS Incident Management and Complaints Rules, not the Practice Standards.
- Descriptions of the Integrity and Safeguarding Act now match the Act. For example, the unregistered-provider offence applies only to supports the NDIS rules require a registered provider to deliver.
- Smaller fixes: dates written out in full, two repeated sentences removed and one cross-reference corrected.
| Code | Document | Version | What changed |
|---|---|---|---|
| CORE-01-08 | Whistleblower Policy | v1.2 | Protection from retaliation no longer tied to good faith (NDIS Act s 73ZC). Confidentiality of a discloser’s identity rewritten to match s 73ZBA. Section on knowingly false disclosures clarified. |
| CORE-04-01 | Incident Management Policy and Procedure | v1.1 | Reporters protected whatever their motive. Retention periods now cite the Incident Management and Reportable Incidents Rules. |
| CORE-04-02 | Notifiable Incidents and Mandatory Reporting Policy | v1.1 | Reporters protected whatever their motive. Retention start points added. Integrity Act description corrected. Header title aligned. |
| CORE-05-01 | Complaints Management Policy | v1.1 | Workers protected whatever their motive. Complaint records kept 7 years from the day the record is made. |
| CORE-08-03 | Code of Conduct | v1.1 | Workers who raise concerns are protected whatever their motive. Only a knowingly false report can lead to discipline. |
| BS-01-02 | Unauthorised Restrictive Practices Prevention and Response Procedure | v1.1 | Staff who report are protected whatever their motive. Two related document titles corrected. |
| CORE-01-26 | Record Retention and Disposal Schedule | v1.3 | Retention basis now cites the Incident Management and Complaints Rules. Start points for incident and complaint records. Financial records note moved below the table. |
| CORE-01-06 | Record Keeping and Documentation Policy | v1.2 | Incident record retention start point. Financial records aligned to the 7-year business standard. Dates written out in full. |
| VER-06 | Incident Management Procedure | v1.1 | Retention start points for incident reports and reportable incident notifications. |
| CORE-01-01 | Corporate Governance and Accountability Policy | v1.1 | Integrity and Safeguarding Act description corrected. |
| CORE-02-01 | Participant Rights and Responsibilities Policy | v1.1 | Integrity Act description corrected. Added the 90-day cooling-off period for participants who ask to leave the NDIS. |
| CORE-02-08 | Code of Conduct Policy and Procedure | v1.1 | Integrity Act description corrected. |
| CORE-03-25 | NDIS Plan Review Process Guide | v1.1 | Integrity Act description corrected. |
| BIZ-06-01 | Board Charter and Director Obligations Guide | v1.1 | Director obligations under the Integrity Act corrected: serious contravention penalty tier, offences, banning orders and anti-promotion orders. |
| HI-00-01 | High Intensity Daily Personal Activities Policy | v1.1 | Repeated sentence removed. Integrity Act description corrected. |
| HI-00-05 | High Intensity Support Incident and Emergency Procedure | v1.1 | Repeated sentence removed. Full title of the Act used. |
| CORE-15-03 | NDIS Pricing and Claims Guide | v1.2 | Integrity Act description, including the claiming changes from 6 May 2026. The 1 October 2026 deadline now refers to SIL only. Dates written out in full. |
| CORE-15-01 | Financial Management Policy | v1.2 | Integrity Act description corrected. Dates written out in full. |
| CORE-15-04 | Service Fees Policy and Procedure | v1.2 | Integrity Act description corrected. Dates written out in full. |
| CORE-15-07 | Participant Money Handling Procedure | v1.1 | Integrity Act description corrected. |
| CORE-16-05 | Travel Costs Policy | v1.2 | “Client” changed to “participant”. Dates written out in full. |
| BIZ-05-02 | Referral and Intake Management Procedure | v1.2 | Dates written out in full. No change to content. |
| CORE-01-07 | Compliance Policy and Procedure | v1.2 | Dates written out in full. No change to content. |
| CORE-01-09 | Conflict of Interest Policy | v1.2 | Dates written out in full. No change to content. |
| CORE-01-24 | Debtor Management Policy | v1.2 | Dates written out in full. No change to content. |
| CORE-01-36 | NDIS Fraud Control Policy | v1.2 | Dates written out in full. No change to content. |
| CORE-03-02 | Service Agreement Policy and Procedure | v1.2 | Dates written out in full. No change to content. |
| CORE-16-01 | Transport Policy and Procedure | v1.2 | Dates written out in full. No change to content. |
| SIL-01 | Supported Independent Living Policy and Procedure | v1.3 | Dates written out in full. No change to content. |
17 documents
Securing the NDIS Act 2026: pricing, claiming and record keeping
Packs affected: Core Library, Complete Library, Business Extras
Updates for the National Disability Insurance Scheme Amendment (Securing the NDIS for Future Generations) Act 2026, which changed how maximum prices, claims and claim records work.
- Since 24 September 2026 the maximum amounts in the NDIS Pricing Schedule 2026-27 have legal force where the NDIA or a registered plan manager manages the funding.
- From 1 December 2026 NDIS claims must be made within 90 days, down from 2 years.
- Records relating to claims: 7 years from the day the claim is made, for records of a kind prescribed by the NDIS rules (NDIS Act s 45B).
- From 20 November 2026 it is an offence to offer or give inducements for participant referrals. From 1 July 2027 whistleblower protection extends to more recipients.
| Code | Document | Version | What changed |
|---|---|---|---|
| CORE-15-03 | NDIS Pricing and Claims Guide | v1.1now v1.2 | Pricing Schedule 2026-27, binding maximum amounts, claim record keeping and SIL and STR claiming. |
| CORE-15-04 | Service Fees Policy and Procedure | v1.1now v1.2 | 90-day claim window from 1 December 2026. Pricing Schedule references. |
| CORE-01-24 | Debtor Management Policy | v1.1now v1.2 | 90-day claim window. Charging above maximum amounts prohibited where the NDIA or a plan manager manages funding. |
| CORE-15-01 | Financial Management Policy | v1.1now v1.2 | Claim record retention (s 45B). Pricing Schedule references. |
| CORE-01-06 | Record Keeping and Documentation Policy | v1.1now v1.2 | NDIS claim records retention (s 45B). |
| CORE-01-26 | Record Retention and Disposal Schedule | v1.1now v1.3 | Financial and claim record retention (s 45B). |
| CORE-01-36 | NDIS Fraud Control Policy | v1.1now v1.2 | Billing above maximum amounts is a contravention. Rate review step added. |
| CORE-01-07 | Compliance Policy and Procedure | v1.1now v1.2 | Maximum amounts have legal force since 24 September 2026. |
| CORE-01-11 | Internal Audit Schedule and Checklist | v1.1 | Pricing audit item updated for binding maximum amounts. |
| CORE-03-02 | Service Agreement Policy and Procedure | v1.1now v1.2 | Service agreement prices and the binding maximum amounts. |
| CORE-15-05 | Rate Card and Price List Template | v1.1 | Short term respite line items referenced to the current Pricing Schedule. |
| CORE-16-01 | Transport Policy and Procedure | v1.1now v1.2 | Pricing Schedule reference updated. |
| CORE-16-05 | Travel Costs Policy | v1.1now v1.2 | Pricing Schedule reference updated. |
| BIZ-05-02 | Referral and Intake Management Procedure | v1.1now v1.2 | Referral inducement offence from 20 November 2026. |
| CORE-01-09 | Conflict of Interest Policy | v1.1now v1.2 | Referral inducement offence from 20 November 2026. |
| CORE-01-08 | Whistleblower Policy | v1.1now v1.2 | Former workers and participants covered. Wider protected recipients from 1 July 2027. |
| SIL-01 | Supported Independent Living Policy and Procedure | v1.2now v1.3 | SIL registration basis and Pricing Schedule references. |
33 documents
SIL Supplementary Module released, plus SIL and High Intensity additions
Packs affected: SIL Supplementary Module, Core Library, High Intensity, Complete Library
Twenty-three new templates written against the SIL supplementary module (Module 5A) of the NDIS Practice Standards, a new SIL schedule of supports for the Core Library, three new catheter records, and corrections to the SIL policy, mealtime documents and Core self-assessment checklists.
| Code | Document | Version | What changed |
|---|---|---|---|
| SILM | SIL Supplementary Module Add-On (23 documents) | New v1.0 | New module covering supported decision-making, safeguarding, practice governance, and tenancy, housing and support agreements. |
| SIL-06 | SIL Schedule of Supports and Typical Week | New v1.0 | New. The schedule that attaches to a SIL service agreement. |
| HI-05-05 | Drainage Bag Change Record | New v1.0 | New urinary catheter record. |
| HI-05-06 | Catheter Maintenance Solution Record | New v1.0 | New urinary catheter record. |
| HI-05-07 | Suprapubic Catheter Change Record | New v1.0 | New urinary catheter record. |
| SIL-01 | Supported Independent Living Policy and Procedure | v1.1now v1.3 | The roster of care is not submitted to the NDIA. Registration basis, SIL definitions and Module 5A alignment corrected. |
| CORE-12-05 | Mealtime Management and Dysphagia Policy | v1.1 | Shared kitchens: texture, allergen separation and cooking alongside a housemate with dysphagia. |
| MEAL-02 | Mealtime Food Safety Audit Checklist | v1.1 | Shared kitchen checks added. |
| CORE-01-13 | Core Standards Self-Assessment Checklist: Governance and Operations | v1.1 | Full Partial rating, neutral reviewer sign-off, version placeholder. |
| CORE-02-11 | Core Standards Self-Assessment Checklist: Rights and Responsibilities | v1.1 | As above. |
| CORE-03-11 | Core Standards Self-Assessment Checklist: Provision of Supports | v1.1 | As above. |
| CORE-06-10 | Core Standards Self-Assessment Checklist: Support Environment | v1.1 | As above. |
Full details: SIL Supplementary Module release notes.
Every document
2026 edition released
The whole library was redesigned in a consistent audit format, and every legal, clinical and NDIS reference was reviewed for the 2026 reforms. All documents in the 2026 edition started at v1.0.
Read more: 2026 edition update notes and What’s new.
These templates are general information, not legal advice. They need customising to your business and putting into practice, and no template can guarantee registration or audit outcomes. Questions about an update? Contact us.