This page is for staff and trainers from NASCs and EGL sites, to support the understanding and training for the changes relating to Assessment, Allocation and Flexible Funding.
This is not a publicly advertised link, so please do not circulate a link to this page to others outside of these organisations.
Information and resources will be uploaded here as they are developed. If you have any questions or feedback, please email DSS_Testing@msd.govt.nz.
- For other training and support on hosted flexible funding, or residential pricing, click here.
On this page
Train the Trainer materials
These materials include all documentation supporting trainers and users of the upcoming OBIR tool:
- Training slide deck – as used in the Train the Trainer videos below (as of 11 March 2026) (Powerpoint, 8.9MB)
- OBIR User guide (as of March 2026) (PDF 2.3MB)
- Facilitator’s Guide for running sessions (Word 1.6MB)
- List of FAQS (collated from training and drop-in sessions)
Recordings of Training Sessions
The following videos are recordings of the Train the Trainer sessions:
- Session 1: Setting the Scene (22 minutes) external
- Session 2: Pre-assessment process (21 minutes) external
- Session 3: Enquiry/Assessment process (25 minutes) external
- Session 4: Allocation process (33 minutes) external
- Session 5: Live demo (61 minutes) external
- Session 6: Wrap-up (5 minutes) external
- Masterclass 19 February 2026 (84 minutes) external
- Masterclass 24 February 2026 (60 minutes) external
- Extended Drop-in session 24 March 2026 (49 minutes) external
Masterclass Audio Clips
The following audio clips are brief deep-dives on specific topics for the OBIR tool.
- Assessment (6:32)
- Indicative Range (9:48)
- 3 Levels of Questions (17:55)
- Support Provided by Others (1:03)
- My DSS Funding Plan (9:48)
Operational Guidance to Support Pre-Assessment
From 16 February 2026, NASCs and EGL sites commenced the new pre‑assessment process, as required by the Assessment and Allocation of Disability Support Funding Policy.
This Operational Guidance provides step‑by‑step instructions to support NASCs and EGL sites in implementing the process.
Note: This document was previously titled Preparation for Assessment and has been renamed pre‑assessment to reflect current terminology. This Operational Guidance is for internal NASC and EGL site use only and should not be distributed further.
- Assessment and Allocation of disability support funding Operational Policy (April 2026) (Word 221KB)
- 1 April 2026 Operational Guidance to support pre-assessment (Word 206KB)
Other Resources
Process maps
The following maps provide an in-depth look at the different roles and responsibilities in the web app, and how the systems interact with each other:
Letter templates
The following documents will support the assessment process:
- Pre-assessment Information Sheet
- Pre-assessment letter template for carer/whānau/guardian
- Pre-assessment letter template for the disabled person
- Reassessment letter template for carer/whānau/guardian
- Reassessment letter template for the disabled person
Mind maps
You can download and share these mind maps to help disabled people, families, whānau and carers prepare for an assessment. These are available for four life stages, and each one could be completed on your device, or printed and filled out:
- Pre-School – Fillable PDF
- Primary-Intermediate – Fillable PDF
- High School – Fillable PDF
- Adult – Fillable PDF
MyDSS Funding Plan templates
Here is a link to the drop-down fields used for completing the My DSS Funding Plan.