Purchasing Guidelines

These guidelines should help you to understand better how to apply the rules which govern disability funding as well as provide overall guidance.

Alternate formats will be added as they are made available. You can download a Word Document version of this page Purchasing Guidelines Word Document (DOCX 101KB)

On this page

Purpose of disability funding

First of all, let's explain the purpose of disability funding. It was designed to enable eligible disabled people, tāngata whaikaha Māori and their whānau to live a life with ordinary life outcomes. The funding is limited, but with careful planning, it should open up opportunities that support you to live a good life by removing some of the barriers you face.

The funding can also be used to support the wellbeing of you, your whānau and your primary carer through the purchase of respite options – which gives your primary carer the ability to take much needed breaks. For a definition of respite, visit our Respite Explained webpage.

How Government disability funding works

This Government funded contribution is specific to your disability and is therefore only part of a total life solution. In other words it does not replace the need for other income to support your life nor is it aimed at improving aspects of your life that are not specific to your disability. You are managing disability support funds, which is different to receiving a benefit or allowance from the Government. 

That means day to day living expenses or recreational costs, for example, which are considered ordinary life costs may not be covered. When assistance is required for this, the Ministry of Social Development may be able to offer support through Work and Income New Zealand external URL . It's worth having a chat to them to understand if there are any benefits or allowances you may be eligible for that are  separate to your disability funding.

Purchasing rules

There are four rules that determine whether you can use your funding on a particular purchase. These rules are the same for Carer Support and for Individualised Funding (IF) / Enhanced Individualised Funding (EIF).

Here we have outlined the rules, provided a brief explanation, and some helpful questions to ask yourself when you are applying the rules to a purchase.

Rule one: It helps you live your life or makes your life better

Your funding is individually allocated to you for a specific purpose which was discussed with you by your Needs Assessment Service Coordinator (NASC) or Enabling Good Lives (EGL) team. 

  • Q: Does this purchase relate to the purpose of your funding?

Rule two: It is a disability support

The purchase must be specific and unique to your disability, meaning you would not need the item or support if you did not have your disability.                    

  • Q: Is this purchase specific to my disability?

Rule three: It is reasonable and cost effective.

The purchase is cost effective, reasonable and fits within your budget. This doesn't always mean the cheapest option. Cost effective means the purchase will give you a good outcome without costing a lot of money.

  • Q: Thinking about your total budget, does this purchase make good use of the allocation on something that will make a lasting impact?

Rule four: It is not subject to a limit or exclusion

This one takes a bit of explaining. What we mean is that the purchase fits within your allocated funding. In other words, you can afford it under your budget, it’s legal, it is not funded somewhere else, for example, like a grant or other government funding, and it stays within good employment practices (which are explained below).

  • Q: Is this the best way to fund this purchase?

For more information on the rules specifically, please read our Whaikaha policy document on the Purchasing Rules. (DOCX 93KB)

Individual Service Plans (ISP)

As part of your set up into IF or EIF you will be asked to complete an Individual Service Plan (ISP) with your host. This is a good opportunity to think about how you want to use your budget. Everyone’s situation is different and therefore the best way to use your disability funding will be different too. Your ISP will provide the basis to which your Host will advise you when you make each claim. 

Ongoing, the best way to ensure you continue to use the funding within its intended purpose and to minimise frustrations when you make a claim is to:

  1. Be clear on your plan
  2. Apply the rules in this guidelines before you make a purchase

Making a plan

Having a plan will support you to make good purchasing decisions and have meaningful conversations, when needed, around what you want to spend your allocation on with your host agency. It is there to support your decision making.

This is your plan. It should help you identify how your funding can be used to support you to achieve the outcomes you want. As mentioned above, when you first start IF and EIF, your host agency should work with you on an initial ISP. Ongoing, if or when your desired outcomes change, it is worth reviewing this plan and possibly making changes to keep up with where you are at in your life.

If you don’t already have one developed, then discuss with your coach or connector about how to write a plan that reflects your current outcomes. The plan doesn't have to be long and is something you can write yourself or you can use your funding to pay for a plan to be developed if you prefer to have someone else develop it alongside you.

Guidelines in action

A good way to understand the rules is to see them applied to practical examples. Below we have some examples of the guidelines applied to real-life situations for IF/EIF.

For Carer Support specific examples, please visit the Carer Support page.

Example one:

Joelene has an allocation for Personal Care and Respite. She has a support team which she has employed and purchased technology to manage the admin. Joelene lives with her loving whānau. One outcome in the plan she discussed with her Host, is to spend one weekend a month away at an Air BnB. She plans to use her Respite budget to pay for the cost of her support worker to stay with her. All other accommodation and transport costs will be covered by other income as part of her normal life and leisure costs.

  • Individualised
  • Helps achieve an outcome
  • Included in the plan
  • Within the purpose of the allocation

Example two: 

Billie is keen to pursue her goal of becoming a photographer. She has been attending regular photography classes but requires some software that helps with her sight disability. Billie is applying rule two: her disability limits how she can access information, the software will allow her to participate in her recreational activity independently.

  • makes it possible to access information
  • makes it possible to participate on an equal basis
  • there are some more costs involved in taking up the mainstream opportunity, because of disability

Example three:

Alex needs a lightweight wheelchair, as his partner and support people are no longer able to fold and put the standard weight wheelchair in the car, limiting his ability to get into the community.

Alex did the following things:

  • applied to Equipment Management Service (EMS).
  • explored Lotteries and other funding charities (wait times 4-6 months, which is too long in this case)
  • EMS will partially fund this wheelchair (based on the cost of an average wheelchair)
  • Alex will use IF to pay the remainder of the cost

Using funding to purchase a lightweight chair was in his plan and meets the other guidelines; it is disability related, will enhance Alex’s life by allowing him to get out and about in the community and provide an opportunity for family outings and mainstream social opportunities.

  • Lines up with the purpose of their allocation
  • Disability-Related
  • Proportionate and cost-effective
  • Checked other funding options and utilised these

What can you not use the funding for

Anything illegal, alcohol, tobacco (or related products) or personal income, gambling, anything that is not a cost related to disability and would be considered something that every citizen has to pay for.

Employing support workers

If you are employing support workers, you must follow good employment practices and meet all legal employment obligations. Talk to your Host about what is required.

Role of Individualised Funding (IF) Hosts in Purchasing

IF Hosts are there to support you to make good use of your funds and budget. They are not the gatekeepers of your funding. They will work with you to ensure that your purchases and supports are:

  • Relevant to your personal situation
  • Ensure that the purchase doesn’t fall outside of the purchasing guidelines
  • Support you to revisit your plan as your needs change
  • Provide advice and guidance

Please note that you do not need a host to manage your Carer Support Funding.

Where to go for help?

If you have any further questions, the first place to go is your Host or to your EGL team. They will know your specific situation and are there to advise and coach you. They can assist you to look at your plan and whether the support and funding you are choosing fits within this and the purchasing guidelines.

You can also email us at contact@whaikaha.govt.nz or phone 0800 566 601 text 4206. We are more than happy to answer any general funding questions for you.

A full list of IF Hosts can be found at the bottom of our Individualised Funding page.

Other helpful links

Firstport external URL is a website set up by Enable NZ and has a lot of helpful information on Disability funding and other sources of funding from within the community. 

Carers New Zealand can also answer questions on disability funding.