Participant Money Handling Procedure
$24.99
Instant download. One-time purchase. Fully editable Word (DOCX).
An editable NDIS participant money handling procedure. It guides workers who help participants use their own money during supports, such as at the ATM or shops. It protects participants from financial exploitation and workers from allegations of misconduct.
What is inside:
- Scope, and what it does not cover, such as plan budgets and claims
- Guiding principles: autonomy, transparency, no personal benefit, minimal cash held, dignity and choice
- Prohibited conduct, including gifts, loans and holding funds outside a session
- Steps before the session and a scenario table for withdrawals, purchases, change, absent participants and tips
- Receipts and documentation, with receipts attached to progress notes within 24 hours
- Participant Money Handling Record to complete for each session
- Reporting suspected financial exploitation and other concerns
- Non-compliance, records and legislation
- Reviewed against the current NDIS Rules, Practice Standards and Commission guidance
- Editable DOCX with a placeholder legend, so you enter your details once
- Instant download
These templates are general information, not legal advice. No template can guarantee registration or audit outcomes.
Buying more than one template? This one is also in
On its own this template is $24.99. Each pack below includes it, plus the rest of the set.
Digital product. Because these are instant downloads, we do not offer refunds for change of mind once your files have been accessed. This does not affect your rights under the Australian Consumer Law. Bought the wrong pack? Contact us within 30 days and we will credit what you paid towards the right one. If you have a technical issue accessing your files, contact us and we will sort it out. See our refund policy.
Your responsibility. These are editable templates provided as a starting point, not legal, compliance or professional advice. You are responsible for reviewing each template, adapting it to your service, and making sure the information is current, accurate and appropriate for your circumstances and your state or territory before you rely on it. Moreton Regional Support Services is not liable for any loss, penalty or outcome arising from your use of these templates, and no template can guarantee NDIS registration, audit or compliance outcomes.
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