Plan management is a type of funding management for NDIS Plans. Plan managers have to adhere to the NDIS Price Guide, and will assist plan managed clients and mixed managed clients with drawing on their NDIS budget and paying their NDIS invoices for them.
Your Responsibilities
1. Provide accurate and relevant personal details necessary for the delivery of the Flexible Supportive Plan Management service (FSPM), including your NDIS Plan details, date of birth, and NDIS number.
2. Advise Flexible Supportive Plan Management (FSPM) immediately if your NDIS Plan is suspended or replaced by a new NDIS Plan, or if you stop being a participant in the NDIS.
3. Provide all information necessary to ensure your needs are understood, so the most effective service can be provided to you.
4. Be responsible for any activity that occurs through your account.
5. Keep your account identification and password confidential and secure.
6. Not participate in, encourage, or advocate any illegal activity or violate any law, statute, or regulation in your dealings with Flexible Supportive Plan Management (FSPM).
Your Rights
1. Receive quality plan management services.
2. Be treated with dignity and respect.
3. Access a service free from discrimination, abuse, and harm.
4. Offer feedback, compliments, suggestions, and complaints for consideration and action.
5. Have your feedback responded to in a timely manner.
6. Access information in a format that is clear and understandable.
7. Exercise choice and active decision making.
8. Have a representative (formal or informal) participate in decisions related to services provided.
9. Have your confidentiality and privacy maintained.
Our Responsibilities
1. Provide you with financial intermediary services.
2. Reconcile your NDIS Plan balances.
3. Provide you with the opportunity to approve invoices.
4. Pay supplier invoices on your behalf.
5. Process your reimbursement claims.
6. Track your expenditure against your NDIS Plan budget and make it available in real-time via the Flexible Supportive Plan Management (FSPM) app.
7. Provide you with monthly statements of expenditure.
8. Consult with you regarding how your funds are spent.
9. Assist you with purchases where appropriate.
10. Assist you with provider service agreements.
11. Assist you in tracking your progress towards your defined goals.
12. Provide you with access to support and coaching to help you maximize your NDIS plan.
13. Troubleshoot for you.
14. Connect with you via emails, phone calls, and text.
We do not take Responsibility
1.If you exhaust your funds before your NDIS plan expires
2.If you purchase supports that are not compliant with the current NDIS legislation, rules or guidelines
3.To 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)
4.To 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 (We strongly encourage 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)