HCP transition records and CHSP coexistence

• No-worse-off contribution arrangements apply to people who, on 12 September 2024, were receiving a Home Care Package, on the National Priority System, or approved as eligible for a package. Transitioning from HCP alone does not establish eligibility: people first approved after that date use standard contribution arrangements.
• From 20 September 2026, the Support at Home lifetime contribution cap is $140,652.80 under standard arrangements and $88,934.57 under the no worse off principle. Caps are indexed on 20 March and 20 September.
• Unspent HCP funds at transition date were carried across as retained balances. Retained HCP balances are not subject to the standard SAH quarterly carry-over cap — they sit alongside the new quarterly budget until spent.
• Transitioned HCP participants were assigned to one of 4 transition classifications (not the 8 ongoing SAH classifications used for new entrants). The transition classification was determined by the Department based on the participant's existing HCP level and assessed needs.
• Existing HCP service agreements remain in force during the transition with variations to reflect the SAH framework, but providers must issue updated agreements that meet SAH content requirements.
• CHSP continues separately and has been extended to 30 June 2029. The August 2026 announcement does not establish a universal July 2029 migration date or replace current CHSP grant and reporting requirements.

Reference: Aged Care Act 2024 Chapter 4 (Support at Home transitional provisions); Aged Care Rules 2025 Chapter 4; Department of Health, Disability and Ageing Support at Home Program Manual — transition section; ACQSC transition guidance for providers; Commonwealth Home Support Programme reform timetable.

• Treating every transitioned HCP participant as eligible for no-worse-off contributions. Check the participant’s approval history and determination before applying the lower cap.
• Losing the unspent HCP balance at transition. The balance was supposed to carry across; if your finance team didn't migrate it correctly, the participant has effectively lost money and the provider is liable.
• Treating HCP classification levels as ongoing SAH classification levels. Transitioned HCP participants receive one of 4 transition classifications, not the 8 ongoing SAH levels used for new entrants. The transition classification was assigned by the Department.
• Applying HCP-era care-management charging assumptions to Support at Home. For ongoing services, the 10% funding deduction contributes to a branch-level pool; it is not a hard spending limit for each participant.
• Service agreements not updated to reflect the SAH framework. The original HCP agreement is in force during transition but doesn't satisfy SAH content requirements indefinitely — providers must issue updated agreements.
• Running two parallel systems during transition — one for legacy HCP participants and one for new SAH participants. This is operationally painful and creates billing reconciliation gaps. The right answer is to run one system that handles both grandfathered and new-entrant rules.
• Treating CHSP services as SAH quarterly budgets or mapping them to SAH contribution categories by default. Keep current CHSP grant activities, client arrangements and DEX definitions separate.

• Record the participant’s contribution arrangement and supporting determination. Review the applicable cap, prior contributions and effective-dated configuration during implementation; a transitioned-HCP flag alone is not evidence of no-worse-off eligibility.
• Retained HCP balance migration — operators upload or enter the unspent HCP balance as the starting point for the SAH quarterly budget framework. The balance flows into quarterly carry-over calculations going forward.
• Classification mapping support — when the Department's assessor publishes the SAH classification level for a transitioned participant, operators record it in the platform with effective date. Statura tracks the transition from old HCP level to new SAH level for the audit trail.
• Service agreement template generator that produces an SAH-compliant agreement for transitioned participants, retaining the participant's chosen care plan while updating the legal framework.
• Review standard and no-worse-off contribution arrangements alongside transition records. Confirm eligibility and the effective-dated calculation configuration for each cohort during implementation.
• Statura Care supports CHSP alongside Support at Home with program-specific client, service and reporting workflows. Review your mixed-program scenarios and reporting pathway during implementation.
• Note: The HCP→SAH transition data migration is a one-time operator activity. Statura provides import templates for HCP participant rosters, contribution histories and retained balances; the actual migration runs at provider go-live, not as an ongoing process.

Use these records to structure your evidence review. In your demonstration, check their history, attribution and export options against your organisation's requirements:

• No-worse-off eligibility determination and supporting evidence, recorded separately from the HCP transition date.
• Retained HCP balance log — opening balance at transition, source documentation, and the quarter into which it was rolled.
• Classification mapping history — original HCP package level, transitioned SAH classification level, effective date, and Department source.
• Lifetime cap calculation log per participant showing which cap applies (standard or no-worse-off arrangements) and the running total of contributions.
• Service agreement version history — pre-transition HCP agreement, transition variation, and updated SAH-compliant agreement.
• Continuity of care evidence — care plans, goals, services and clinical records carrying through the transition without gaps.