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.
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
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 Preparation for Assessment
From 16 February 2026, NASC and EGL sites are to commence the new Preparation for Assessment process as required by the Assessment and Allocation of Disability Support Funding Policy.
The Operational Guidance to support Preparation for Assessment provides step-by-step guidance to support NASCs and EGL sites with implementing the new process.
Note: The Operational Guidance is for internal NASC and EGL site use only and should not be distributed further.
- Assessment and Allocation of flexible funding Operational Policy
- Preparation for Assessment Operational Guidance
Other Resources
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: