Allocated Budget Notification Form

Allocated Budget Notification

This form is used to advise Click Plan Management of current service agreements in place with Providers. Click Plan Management will create specific allocated budgets based on this information for better monitoring of spending.
Name *

First Name Last Name
NDIS Number *
Date of Birth *

Day Month Year
Date
At Click we understand how hard it can be to monitor spending by Providers. To make this process very easy we are able to allocate specific budgets for providers based on your service agreement in place with them or the amount that you wish to spend with that particular organisation.

It is important to ensure that service agreements that you enter into do not exceed the budgets within your NDIS plan to ensure that the funds will be sufficient for the full duration of the plan.

Once these budgets are allocated on our system these budgets can be tracked via an app on your smart device for specific providers and spending is visible in real time.

Please Note: we are always happy to look over service agreements with you prior to signing to ensure that there will be sufficient funds to cater for the agreement. We can also assist to ensure that agreements are in line within the constraints of your NDIS plan and also within the parameters of the NDIS Pricing Arrangements.
Advice of Current Service Agreements With Providers

Please complete the below table based on your current service agreements with your providers. PLEASE NOTE: If you prefer you can attach your service agreements only and we will complete the breakdown on your behalf.

Allocation of Budgets for Providers e.g. Happy Services Inc - Daily Activities - $2000.00

	My Service Provider	Type opf Supports Provided	Amount to Allocate
1
2
3
4
5
6
7
8
9
10

Disclaimer: Click Plan Management can only allocate funding to providers within our own internal IT systems for tracking. There can be many reasons that change the available funding which are outside of our control, therefore we cannot guarantee that funds will be available. We do not accept any liability for any overspending in a participants plan. When submitting we will ensure to inform the appropriate person at that time if there are insufficient funds available.
File Upload Area

If you are happy to provide copies of your agreements these can be uploaded below and will be kept on your file safely and securely.
Provider 1 - Service Agreement (upload electronic copy of agreement)

Cancel of
Provider 2 - Service Agreement (upload electronic copy of agreement)

Cancel of
Provider 3 - Service Agreement (upload electronic copy of agreement)

Cancel of
Provider 4 - Service Agreement (upload electronic copy of agreement)

Cancel of
Provider 5 - Service Agreement (upload electronic copy of agreement)

Cancel of
Provider 6 - Service Agreement (upload electronic copy of agreement)

Cancel of
Should be Empty:

Allocated Budget Notification

Advice of Current Service Agreements With Providers

File Upload Area