Unify U-Hub toolkit
Unify Disability Services · uds.com.au/unify-hub · 1300 777 837

Printable and editable resources
- plan-reassessment-checklist.pdf and .docx
- goal-setting-worksheet.pdf and .docx
- referral-checklist.pdf and .docx
- ndis-glossary.pdf

Excel templates (cream cells are inputs)
- schedule-of-supports-template.xlsx: 100 selected hourly supports with National, Remote and Very remote price limits. Direct-hour estimates only. Agree actual rates, intensity, ratios, timing, indirect costs and claiming eligibility separately. Weekly and fortnightly quantities are prorated using exact plan days; monthly quantities use 12 months per 52 weeks. Use the online builder for indirect activity lines. Invalid rows make totals unavailable until corrected.
- plan-budget-tracker.xlsx: spending pace, remaining balance, weekly planning estimate and projected run-out date. This is a whole-category estimate; check released funding, funding periods and spending restrictions separately. The monthly log does not automatically update Spent so far; update that input from your statement.
- plan-reassessment-timeline.xlsx: enter the review date for seven suggested preparation milestones. Agree actual deadlines with your team. This Excel template does not install calendar events; the online planner offers an .ics download to import.

Prices: NDIS Support Catalogue 2026–27 v1.1, schedule effective 24 September 2026. Selected items only, not the full catalogue. Price limits are maximums, not promised funding or a quote.
Source: https://www.ndis.gov.au/providers/pricing-and-payments/pricing/what-support-catalogue

The Excel templates contain example starting figures. Replace them with your own plan information. Calculations have targeted checks in Microsoft Excel; other spreadsheet applications may behave differently.
General information only. Check your plan and the current NDIS rules before agreeing or claiming supports. Keep completed files containing personal information secure; the template itself does not send data to Unify.

Checklist update, 4 October 2026: referral information should be relevant, shared with consent and confirmed with intake. Reassessment dates are suggested preparation milestones; agree evidence and costs with your team. Printable PDFs are not interactive forms. Word checklists contain clickable checkbox controls, and the goal worksheet contains editable multiline answer fields. Targeted first/middle/last editing and checked/cleared save/reopen cycles passed in Microsoft Word16.113.3 on4October2026; long-answer input also passed. Other Office versions and assistive technology have not been verified.

PDF navigation update, 4 October 2026: all four PDFs have Australian English document language, descriptive title/author metadata and section bookmarks. Their six pages and text match the previously reviewed printable layouts exactly. PDFs remain untagged and noninteractive; screen-reader reading order and PDF/UA have not been verified. Use the online resource pages or editable Word versions where suitable.
