This Service Agreement is between Advanced Plan Management and the above mentioned participant/nominated representative in the National Disability Insurance Scheme.
This Service Agreement will be in effect from today (dated below) for the duration of the participant’s association with Advanced Plan Management, until we are notified otherwise in writing or verbally by the participant/nominated representative.
To engage the services of Advanced Plan Management, upon acceptance of this Service Agreement, the participant/nominated representative, will provide their NDIS plan details, and NDIS number to Advanced Plan Management.
It is requested that the participant/nominee provides the NDIS with consent to share their NDIS plan with Advanced Plan Management. Without this consent, we will be unable to view the participants plan, goals and budget information.
Schedule of Supports:
Advanced Plan Management agrees to provide the participant with financial intermediary services. The supports and their prices are set out in the below Schedule of Supports. All prices are GST inclusive (if applicable) and include the cost of providing the following supports:
Responsibilities of Provider:
Advanced Plan Management agrees to:
Provide financial administration services
Reconcile client balances
Pay supplier invoices on behalf of client
Process client reimbursement claims
Track expenditure against client budget
Provide monthly statements of expenditure and available funding upon request
Engage in client liaison – emails, phone calls etc
Communicate openly and honestly in a timely manner. Treat the participant/nominated representative with courtesy and respect
Listen to the participant/nominated representative’s feedback and resolve problems quickly
Protect the participant’s privacy and confidential information.
Responsibilities of Participant/Nominated Representative:
I agree to:
Take due steps to provide information as requested by Advanced Plan Management in a timely manner.
Treat Advanced Plan Management staff with courtesy and respect.
Discuss any concerns about your service with Advanced Plan Management
Advise Advanced Plan Management immediately if the participant’s NDIS plan is suspended or replaced by a new NDIS plan, or the participant stops being a participant in the NDIS.
Supply service providers with details for Advanced Plan Management including invoicing expectations.
Payments:
Advanced Plan Management will claim directly from the NDIA an agreed monthly fee as outlined in the Schedule of Supports Improved Life Choices (Support Category 14), upon acceptance of the Service Agreement.
By nominating Advanced Plan Management to provide plan management services and manage your funding, we will claim from the NDIS portal for funding up to the amounts specified in the support category and budget approved in the participant’s current NDIS plan. After these supports are delivered, the service provider or Participant/nominated representative will claim payment for those supports by forwarding all invoices to Advanced Plan Management.
invoices@advancedplanmanagement.com.au
Plan Management guidelines for provider payments
A plan manager should arrange for prompt payment to a provider or prompt reimbursement to you if appropiate.
The NDIA expects a plan manager to validate an invoice and submit a payment request to the NDIA within five business days of receipt.
Upon receiving payment from the NDIS, the NDIA expects payment or reimbursement to occur within two business days.
Should a plan manager help to determine whether supports or services are 'reasonable and necessary?
No, the role of a plan manager is not to determine whether the supports or services purchased are ‘reasonable and necessary’.
Your plan will have funds approved for reasonable and necessary supports at the planning stage. To confirm if a service or support would be considered reasonable & necessary, please contact your NDIS representative directly.
The role of the plan manager is to ensure your plan is implemented as intended. This includes ensuring funds are being spent in accordance with your plan.
What is the difference between a plan manager and a support coordinator and a partner in the community?
A plan manager will pay providers for supports delivered. A plan manager will help you monitor your funds, and provide financial reporting.
A support coordinator will support you to understand and implement supports included in your plan. A support coordinator will link you to providers and other community and government services. A support coordinator will also support you to build skills and direction.
An NDIS Partner in the Community delivering Local Area Coordination or early childhood services may provide plan implementation and monitoring support to you. Partner organisations are appointed by the NDIA to help you understand the NDIS, and find providers of support suited to your needs.
External service agreements
All service agreements between a service provider and a particpant/nominee are solely between those people and excludes Advanced Plan Management.
Advanced Plan Management has no imput or control over the services that a particpant accesses.
Advanced Plan Management may "qarantine" funds at the request of the particpant/nominee.
Please note that funds will only be quarantined internally and not within the ndis portal as this is not possible.
Advanced Plan Management receives limited information regarding a participants ndis plan and their disability so may be limited in the information that they can provide.
Advanced Plan Management must always stay within the scope of finanical administration. All matters outside of financial administration will be referred to other appropriate agencies.
Participant Budgets to be Managed:
The participant/nominated representative will provide Advanced Plan Management details of their support budgets as per the participant’s current NDIS plan.
If the support categories or budgets change, the participant/nominated representative agrees any changes will be submitted immediately in writing to Advanced Plan Management, signed, and dated by the participant/nominated representative.
What happens my funds are exhausted?
If your funds have been exhausted, please contact your NDIS representative immediately to arrange an unsceduled plan review.
To help minimise the risk of a particpant overspending, Advanced Plan Management will send a financial statement at the start of each month. This statement will display the current budget and expenditure. It is important particpants read the monthly statement and advise Advanced Plan Management immediately of any concerns.
When funding is exhausted prior to a scheduled plan review, it is important to understand that Advanced Plan Management cannot continue to claim invoices without funding being available.
Advanced Plan Management will submit a manual payment request after the plan has ended, which will then be reviewed by the NDIA.
The NDIA will advise Advanced Plan Management if an invoice has been approved or rejected, however The NDIA cannot provide a timeframe for this process.
If the NDIA rejects an invoice, the particpant will be responsible for payment of the outstandig invoices directly to the service provider.
The NDIA does not guarentee the approval of all invoices.
Advanced Plan Management take no liability for rejected invoices.
Changes to the Plan:
The participant/nominated representative, agrees to immediately notify Advanced Plan Management and provide relevant plan details in writing, if the participant’s NDIS Plan is replaced by a new plan, or the participant ceases to be a participant in the NDIS.
Ending this Service Agreement:
Should either party wish to end this Service Agreement they must give 14 days notice in writing. If either party seriously breaches this Service Agreement the requirement of notice will be waived. Please note that this communication must be provided by the Particpant/nominee. A support coordinator cannot end this service agreement.
Feedback, Complaints and Disputes:
If the participant/nominated representative wishes to provide feedback, or is not satisfied with the provision of supports and wishes to make a complaint, the participant/nominated representative can contact Management on 1300 610 792 or by email admin@advancedplanmanagement.com.au
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 National Disability Insurance Scheme Act 2013 (NDIS Act), in the participant’s NDIS plan currently in effect under section 37 of the NDIS Act; Advanced Plan Management will pay GST as per specified in National Disability Insurance Scheme Act 2013 (NDIS Act). Most NDIS services are GST exempt.
Contact and Banking Details:
The participant/nominated representative will provide bank details if necessary, to Advanced Plan Management for reimbursements.
Advanced Plan Management can be contacted on:
Phone: 1300 610 792
Email: admin@advancedplanmanagement.com.au
Postal Address: Po Box 8015 Werrington County NSW 2747
Advanced Plan Management Pty Ltd (current registration)
ABN 87 664 659 081
NDIS Registration 4050116313
Schedule of Supports – Improved Life Choices:
14_034_0127_8_3 -Plan Management - Financial Administration Fees charged as per the NDIS price guide which is currently $104.45 per month (This fee is charged at the start of each month)
* Disclaimer
Advanced Plan Management information is provided in good faith, to the best of our knowledge and is considered to be correct at the time of communication, however, changes may affect this accuracy therefore Advanced Plan Management gives no assurance as to the accuracy of any information or advice given.
Any advice given by Advanced Plan Management outside of financial administration advice shall be considered general in nature.
Nothing in the Advanced Plan Management Service Agreement negates or diminishes the statutory guarantees regarding the supply of services the participant/nominated representative receive under The Australian Consumer Law (Competition and Consumer Act 2010 – Schedule 2 ).
Advanced Plan Management takes in good faith the information provided by the participant/nominated representative to be true and accurate, and that claims presented by Advanced Plan Management are a true reflection of goods and services provided to the Participant in line with the NDIS guidelines (National Disability Insurance Scheme Act 2013 ).
All invoices received by Advanced Plan Management will be set as auto approved unless otherwise specified by the participant/nominee. If there are queries around any invoices, Advanced Plan Management will contact the Participant prior to processing the claim. The participant &/or their nominated representative can view all invoices/claims at any time via the particpant portal. It is the responsibility of the particvpant/nominee to check monthly financial statements and report to Advanced Plan Management of any concerns.
