Service Agreement for Plan Management Services

Parties

This Service Agreement is between YOUR PLAN MANAGEMENT PTY. LTD. (ABN 68 603 270 613) and the Client (who is a NDIS participant and is aged 18 or above) or their Authorised Representative/Nominee who is a person who is recognised as the Participant's Authorised Representative or Plan Nominee by the National Disability Insurance Agency (NDIA). 

YOUR PLAN MANAGEMENT can be contacted at: 

Email:  yourteam@ypm.com.au
Phone: 1800 968 775

This Service Agreement will be in effect from the date the Client or Authorised Representative/Nominee signs this Service Agreement, or accepts the Service Agreement online, and will continue until either party terminates this agreement in accordance with the provision of either Clause 8 of the Terms and Conditions described. Please ensure you read all the pages of this Service Agreement and complete all relevant details including the acceptance of the Service Agreement below.

NDIS Participant Details (The Client)


Authorised Representative/Nominee

An Authorised Representative or Nominee is an immediate parent/guardian, a person appointed by the NDIA as a Plan Nominee or a Third-Party legally appointed Guardian.

Support Coordinator or Recovery Coach 

If appointed, I consent to Your Plan Manger sharing READ ONLY access to my Your Plan Manager account, with the Support Coordinator/ Recovery Coach business listed below, for the purposes of providing plan management services under this Service Agreement:

Reimbursement Details

If you pay for things upfront, we will need your bank details so we can reimburse you. These details are confidential and never provided to anyone else. If you prefer, you can provide them later if and when required.


TERMS AND CONDITIONS

 1. Schedule of Supports

Provided the funds are available for Your Plan Manager to access on the National Disability Insurance Agency (NDIA) portal relevant to the Client, Your Plan Manager agrees to provide supports relating to the attached Schedule of Supports.

The prices set out in the Schedule of Supports are GST inclusive (if applicable) and include the fees for providing the stated supports. These fees are automatically updated from time to time in line with changes to the NDIA Price Limits. 

2. Client Responsibilities 

  • Treat Your Plan Manager staff with courtesy and respect.

  • Advise  Your Plan Manager of preferred contact methods.

  • Ensure NDIS funds are used to assist you to achieve your NDIS Plan goals and are spent in accordance with your NDIS Plan.

  • Monitor budget information made available by Your Plan Manager to reduce the risk of overspending.

  • Take due steps to provide information as requested by Your Plan Manager in accordance with the provisions of this Service Agreement in a timely manner.

  • Ensure that all claims for reimbursements include evidence of payment having been made to the extent requested by Your Plan Manager and in accordance with NDIA or Australian Tax Office (ATO) requirements.

  • Acknowledge there is no contractual or inferred relationship between Your Plan Managerand the chosen service provider of the Client/Authorised Representative.

  • Not engage in conduct or knowingly provide misleading information which may reasonably be expected to:

    • Expose Your Plan Manager to reputational, regulatory, or financial risk.

    • Present a work, health, and safety risk to any Your Plan Manager staff (including contractors). This extends to and includes any verbal or written abuse.

    • Be contrary to NDIA rule, guidelines, or relevant policies. Be contrary to, or cause Your Plan Manager to potentially breach, the NDIS Act or any other law or regulation; including conditions which relate to the registration requirements of  Your Plan Manager .

    • Be intended to otherwise obtain funds to which the person is not entitled within the meaning of section 182 of the NDIS Act.

3. Your Plan Manager  Responsibilities

  • Treat the Client/Authorised Representative with courtesy and respect.

  • Use the Client/Authorised Representative’s preferred method of communication wherever practicable.

  • Assist and support the Client/Authorised Representative to manage the client's NDIS funding NDIS funding in accordance with their NDIS Plan, the requirements of the NDIA or the ATO, as requested.

  • Make budget information available by:

    • Tracking expenditure against client budget by making relevant budgetary information available online via the Client Portal.

    • Making monthly statements available to the Client/Authorised Representative.

  • Refer the Service Provider enquiries to the Client/Authorised Representative in circumstances when permission to liaise with the Service Provider has been withheld by the Client/Authorised Representative. 

  • Have mechanisms in place to manage and mitigate potential conflicts of interest.

  • Reserve the right to raise any concerning conduct or behaviours with the Client/Authorised Representative and seek a satisfactory solution.

4. Your Plan Manager Fees

Your Plan Manager will directly claim set-up, monthly fees from the NDIA for the provision of Plan Management as agreed in Schedule of Supports set out in the Annexure to this Service Agreement. 

5. Service Provider Claims

Your Plan Managerwill process the invoices submitted on behalf of the Client/Authorised Representative by the Client’s Service Providers to the NDIA portal, provided such invoices meet NDIA and ATO requirements and the services/supports relate to services or purchases made in accordance with the participant’s plan. 

6. Changes to the Plan

The Client/Authorised Representative agrees to immediately notify Your Plan Manager  and provide relevant plan details in writing if the Client’s NDIS Plan is varied, extended, reassessed, or replaced, or the Client ceases to be a participant in the NDIS. 

7 . Liability

The Client/Authorised Representative agrees that Your Plan Managerprovides plan management services or associated individual capacity building services only, and will not hold  Your Plan Manager  responsible for any loss or damage the Client/Authorised Representative suffers because of or in connection with the conduct of any other Third-Party (including any NDIS registered or unregistered provider); or actions taken by the NDIA against the Client/Authorised Representative in circumstances in which Your Plan Managerhas followed the directions; or reasonably inferred directions of the Client Authorised Representative.

  • The Client/Authorised Representative agrees that Your Plan Manager is not liable for any loss (including indirect, consequential, incidental, or special damages) the Client / Authorised Representative may suffer from a breach of this Agreement unless that breach involves fraud or willful default of Your Plan Manager.

  • In the event that the NDIA reclaims monies from  Your Plan Manager in relation to any claims made (including those using the "Can I Buy It Checklist") the Client/Authorised Representative agrees to repay those monies within 30 days.

  • Your Plan Manager accept no liability for any overspending of plan funding.

  • Your Plan Manager aggregate liability under or in connection with this Service Agreement (whether in contract, tort including negligence, equity, for breach of statutory duty, or otherwise) will not exceed the amount of fees paid to Your Plan Manager for the provision of supports under this agreement in the previous 12 months. 

8. Ending this Service Agreement

Either Party may end this Service Agreement at any time by giving the other party at least 1 days notice in writing. If a Party materially breaches this Service Agreement, the other party may terminate this agreement immediately by notice in writing. 

9. Feedback, complaints, and disputes

If the Client/Authorised Representative wishes to provide feedback, or is not satisfied with the provision of support and wishes to make a complaint, the Client/Authorised Representative should provide details via the website on the Contact us page or by utilising the webform. They can also email at  yourteam@ypm.com.au or  telephone 1800 968 775. Complaints can be made anonymously if preferred.  Nothing in this agreement prevents a Client/Authorised Representative from making a complaint directly to a Third-Party (e.g. NDIS Quality and Safeguards Commission). The  NDIS Quality & Safeguards Comission can be contacted on 1800 035 544 or via a complaint form on their website at  www.ndiscommission.gov.au

Further information is available at  www.ndis.gov.au

10. Privacy

Your Plan Manager  is respondent to the Privacy Act, the Australian Privacy Principles and the NDIS Act. Your Plan Manager  will only collect information required for the purposes of the operation of this Service Agreement and our responsibilities as a Plan Manager.

A copy of the Your Plan Manager   Privacy policy is available on request which sets out:

  • My right to access personal information;

  • My right to withdraw my consent at any time; and

  • What personal information will be collected and disclosed and why.

11. Goods and services tax (GST) 

For the purposes of GST legislation, the Parties confirm that: 

  • A supply of supports under this Service Agreement is a supply of one or more of the Reasonable and Necessary supports specified in the statement included, under subsection 33 (2) of the NDIS Act, in the Client’s NDIS plan currently in effect under section 37 of the NDIS Act.

  • Your Plan Manager  ill pay GST as specified in the NDIS Act.

1 2. Authorisation Of This Service Agreement

This Service Agreement can only be entered into by Your Plan Manager  and either the client (who is an NDIS Participant) or the Authorised Representative of the Client, as recognised by the NDIA.

NOTE: if the person authorising this Agreement is not the client or is not the same person(s) listed by the NDIA as a Plan Nominee or other appointed guardian, Your Plan Manager  may decline to process a claim submitter for processing to the NDIA

Consent To Share

Your Plan Manager  collects and shares information with the intention of providing you with appropriate, individualised, plan management services based on your goals and the plan managed funding in your plan.

Your Plan Manager is comitted to maintaining your information in line with the Privacy Act.

This may include accessing, releasing, or disclosing information about you to:

(Please click the appropriate boxes below)

13. Agreement & Consent signatures

The parties understand and agree to the terms and conditions of this Service Agreement.

I authorise  Your Plan Manager  to collect and share personal information about me with the people and agencies mentioned above.

This consent remains current from the date entered below and may cover all ongoing service provions by Your Plan Manager  unless revoked in writing by the signatory of this form.

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ANNEXURE – Schedule of Supports

The ‘description of supports' and ‘price limit ‘contained in the following Schedule of Supports will be varied from time to time in line with changes to the NDIS Pricing Arrangement and Price Limits. The below fees and costs are included in your NDIS Plan for Plan management under Capacity Building Supports- Improved Life Choices (CB Choice & Control).


Support Item

Description of Support

Price limit

Plan Management - Financial Administration

(14_034_0127_8_3)

Plan Management Monthly Fee.

A monthly fee for the ongoing maintenance of the financial management arrangements for managing of funding of supports

*Monthly fee may differ depending on what is included in your plan and/or your location. This amount can be varied at any time by the NDIA and will be reflected in the Pricing Arrangements and Price Limits.

$104.45* per month

Remote

$146.23* per month

Very Remote

$156.67* per month

Plan Management and Financial Capacity Building - Set Up  Costs

(14_033_0127_8_3)

Plan Management Set-up Fee.

A set-up fee for setting up of the financial management arrangements for managing of f funding of supports, as set in the plan, for the duration of the plan as specified by the NDIA.

*Set-up fee may differ depending on what is included in your plan and/or your location. This amount can be varied at any time by the NDIA and will be reflected in the Pricing Arrangements and Price Limits.

$232.35 set-up cost*

Remote

$325.29*

Very Remote

$348.54*