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)

 

 

FSPM will charge the capped price for Plan Management Funding as listed in NDIS pricing arrangement policy. Item 14_033_0127_8_3 will be claimed when setting up any new plan and item 14_034_0127_8_3 will be claimed monthly to cover ongoing Plan Management support. These amounts will be claimed directly from the NDIA. Inclusion of Plan Management Funding is required to receive FSPM Plan Management services. All NDIS participants are eligible to ask for Plan Management funding and FSPM can assist you to organise its inclusion in your plan.

All above listed services are included in the setup and monthly fees. FSPM is committed to working with you to make navigating the NDIS easier. We are happy to chat to you and talk about any needs you have. 

1. Flexible Supportive Plan Management (FSPM) has the authority to act on your behalf to claim payment for supports provided to you from your NDIS Plan and to pay these funds to providers.
2. A service booking will be created for the entire value of your Plan Managed Support Budget Categories through the NDIS provider portal.
3. The supports and maximum prices are set out in the NDIS Price List.
4. All prices are GST inclusive (if applicable) and include the cost of providing the supports.
5. We will claim from the NDIA portal for funding up to the amounts specified in the support category and budget approved in your current NDIS plan. After these supports are delivered, the service provider will claim payment for those supports from Flexible Supportive Plan Management (FSPM).
6. We have no involvement or liability for charges above the unit price as prescribed in the relevant NDIS price guide.
7. The 'gap' difference between the invoiced item amount and the NDIS unit price for supports purchased is your responsibility to pay to the provider directly.
8. Where a price change is executed by the NDIA for services provided historically, fees will be backdated to support full recovery.
9. Providers engage directly with you in relation to the provision of goods and services and send your invoice to Flexible Supportive Plan Management (FSPM) as your Plan Manager to arrange payment with the NDIS.
10. Providers are responsible for the quality and actual service provision and activities, as well as their safety while providing services to you. They will have their ABN and are responsible for their business activity as a business entity.
11. You may be required to sign a specific service agreement to receive goods and services provided by Providers.
12. As part of establishing your service agreement with them, or engaging their services, please take the time to ensure that they have the relevant coverage for public liability, medical malpractice, and personal injury.

 

FSPM offers the option for you to check and approve/decline all invoices sent from providers through our APP if you prefer. Please let us know if you would like this implemented.

Flexible Supportive Plan Management can work with the participant’s support coordinator if the participant has a support co-ordinator. In giving FSPM the following information, the participant/nominee gives permission for FSPM to add the support coordinator to our system. This enables them to see the participant budget, what has been spent, and what is remaining. This will assist them to coordinate supports more effectively and within the allocated budget.

If the Participant/nominee wishes to provide feedback, or is not satisfied with the provision of supports and wishes to make a complaint, the participant/nominee can contact management on 0493148328 or by email admin@fsplanmanagement.com. We also have a complaints management policy that can be provided in PDF or hard copy at request. If we are not able to resolve your complaint at Management level and you would like your complaint to be lodged further, you may contact the NDIS Commission by Phoning: 1800 035 544. Interpreters can be arranged. Further information can be found at: https://www.ndiscommission.gov.au/about/complaints

We also encourage feedback through our annual Participant Quality Improvement Survey. You can choose to remain anonymous if prefered. Please let us know if you would not like to receive this annual survey to support our service delivery.

Ending this Service Agreement

Should either party wish to end this Service Agreement they must give 7 days notice in writing.

If either party seriously breaches this Service Agreement the requirement of notice will be waived.

This agreement is made according to the rules and the goals of the National Disability Insurance Scheme (NDIS). A copy of the participant’s NDIS Plan is attached to this Agreement. FSPM maintains membership with The Association of Certified Bookkeepers (CBK) and is bound by the CBKs Code of Professional Conduct. A copy of the Code of Professional Conduct can be found https://www.atma.com.au/cbk/code-of-professional-conduct.

Goods and Services Tax (GST) A supply of supports under this Service Agreement 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, is not a taxable supply. Flexible Supportive Plan Management will not charge GST as per specified in National Disability Insurance Scheme Act 2013 (NDIS Act).

FLEXIBLE SUPPORTIVE PLAN MANAGEMENT

E: admin@fsplanmanagement.com

PLAN MANAGER Nicole Graham

PH: 0493148328

E: Nicole@fsplanmanagement.com

 

What's next?

1. Send a copy of the NDIS Plan to your chosen plan manager.

2. Submit this form! 

3. Let your providers know their invoices can be sent to admin@fsplanmanagement.com with your name in the subject line of the email.

4. If you need help with ensuring service agreements are compliant with the NDIS Price Guide and are within your Plan budget, send them unsigned to your plan manager for feedback.