Parties
This Service Agreement is between Alliance Plan Management Services by PMO (SSA Plan Pty Ltd) and the NDIS participant or their NDIS nominee/legal decision maker. We will call ourselves Alliance in this document. This Service Agreement will be active until either you or Alliance decides to let the other party know (in writing) to cancel it. You will not need to sign a new agreement if you get a new NDIS plan and would like to continue using our service.
Schedule of Supports
Alliance agrees to provide the NDIS participant with Plan Management services.
Alliance will claim a set-up fee after you first register with the service, or after you receive a new NDIS plan. You will be given the opportunity to contact us and discuss:
Your funded supports and goals;
Information about making sure your supports are covered by your NDIS plan;
How we receive invoices, make payments and process reimbursements;
Whether you would like the option to view and approve your invoices before they are paid;
The different responsibilities between you and Alliance in monitoring and managing your plan budget; and
How to resolve any problems you might have with our service
Alliance will also charge a periodic payment to cover our ongoing responsibilities:
Helping you to manage and monitor your budget by emailing monthly statements and providing access to an online app/portal for full visibility
Managing your NDIS plans and paying providers promptly
Maintaining your records
Providing access to non-registered providers while making sure that you don’t pay more than the NDIS Price Guide limits
Cost of Service
All service fees are outlined in the current NDIS Support Catalogue. We reserve the right to change our service fees at any time if the NDIS changes the cost of our service.
You will not be charged GST on the services outlined in this Service Agreement. A supply of supports under this Service Agreement is a supply of one or more reasonable and necessary supports specified in the statement of supports 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.
Participant responsibilities
Treat our staff with courtesy and respect
Take full responsibility for your remaining budgets by regularly viewing the online app/portal and monthly statements
Contact us whenever you would like to access a forecast report or to discuss your remaining balances
Contact us if you are unsure of the maximum rates payable under the NDIS, or if you are considering the purchase of any product or service that may fall outside the parameters of the NDIS legislation, guidelines or categories funded within your plan. We cannot guarantee payment or reimbursement if the purchase is clearly non-compliant or exceeds the maximum NDIS rate
Adhere to our two-day invoice approval policy. Your suppliers require payment in a timely manner; we allow two days for you to view and either approve or decline invoices. In the event you do not respond, you understand it is our policy to automatically process each invoice after this timeframe has expired
The Participant understands that Alliance does not:
Actively monitor your spending or any commitments signed within service agreements between you and your service providers
Assist you to find local service providers. This is the role of a Local Area Coordinator or Support Coordinator
Take responsibility or liability if you exhaust your funds before your NDIS plan expires
Take responsibility or liability if you purchase supports that are not compliant with the current NDIS legislation, rules or guidelines
Approve payments or invoices on behalf of the NDIS (our ability to create a payment request and finalise payment does not mean the NDIS has approved your purchase or will approve your purchase during an audit)
Check that your invoices/receipts adhere to employment laws and regulations as outlined by Fair Work Australia, the Australian Taxation Office (ATO) and any applicable awards (Alliance strongly encourages the participant to contact the ATO directly if they engage contractors – depending on the circumstances, the law may require these workers to be formally employed or paid superannuation)
Support Coordinators
We often work closely with support coordinators who require the intimate details of your NDIS plan and remaining budgets. This agreement provides us with consent to openly communicate and share information with your support coordinator (if you have one).
You agree to notify us immediately if you do not provide consent for us to liaise with your current or future support coordinators. We cannot, however, ensure that information provided to your support coordinator/s remains confidential once it has left our service.
Feedback, Complaints and Disputes
The Participant is entitled to and agrees to raise any complaints, constructive feedback, suggestions or complaints concerning Alliance Plan Management and its’ services to hello@allianceplanmanagement.com.au . Feedback will be reviewed and responded to by senior management who will take all reasonable steps to resolve your concerns.
If the Participant is not satisfied with the resolution, they can contact the National Disability Insurance Scheme by calling 1800 800 110, or by visiting one of the NDIS offices in person, or by visiting www.ndis.gov.au for further information. The Participant can also enquire about and lodge a formal complaint with the NDIS Quality and Safeguards Commission on 1800 035 544.
Ending this Service Agreement
If either party would like to end this Service Agreement, they must give notice in writing. At your written request to cease our services, we will finalise any outstanding invoices and release your funds within three business days. We agree to give you one month’s notice if we plan to cease services. If either party seriously breaches this Service Agreement, the requirement of notice will be waived.
Disclaimer
Alliance Plan Management Services provides information in good faith, to the best of our knowledge. However, regular changes to the NDIS rules, guidelines, Pricing Arrangements document and Support Catalogue may affect this accuracy and we give no assurance as to the accuracy of any information or advice given. Any advice provided by Alliance Plan Management Services outside of financial administration advice is considered general in nature.
Alliance Plan Management Services takes in good faith the information provided by the participant and/or their nominated representative to be true and accurate, and that invoices and receipts presented to Alliance are a true reflection of goods and services provided to the participant.