Plan Managed Clause Samples
The "Plan Managed" clause defines the arrangement under which a third-party provider is responsible for managing the financial and administrative aspects of a participant's plan, typically in the context of disability or health support services. Under this clause, the plan manager handles tasks such as paying service providers, keeping financial records, and ensuring that spending aligns with the participant's approved budget. This arrangement allows participants to access a wider range of service providers, including those who may not be registered with the funding body, while relieving them of the burden of direct financial management. The core function of this clause is to provide participants with greater flexibility and support in managing their plan funds, while ensuring compliance and accountability in the use of those funds.
Plan Managed. The Participant’s Nominee manages the funding for supports provided under this Service Agreement. The Participant will provide the Child Development Institute with the contact details of their Plan Manager prior to commencing services. After providing services, the Child Development Institute will send the Participant’s Nominee an invoice for those services acquired. Payments must be made in accordance with the Payment Policy outlined in Appendix B - Payment Policy. Plan Managed Participants acknowledge that they have read, understood and agree to the Child Development Institute Payment Policy (See Appendix B - Payment Policy). Any difference between published NDIS price guide rates and the published CDI fees may be payable by the Participant.
Plan Managed. The Participant has nominated a Plan Manager to manage the funding for supports provided under this Service Agreement. The Disability Trust will provide the participant and Plan Manager with an outline of agreed services and expected costs over the life of the plan via the Schedule of Supports. After providing those supports, The Disability Trust will send the Participant’s Plan Manager an invoice for those supports for the Participant’s Plan Manager to pay. The Participant’s Plan Manager will pay in accordance with the terms of the invoice. In the circumstance that agreed funds are not available in the person's NDIS funding The Disability Trust will: - Firstly, work with the Plan Manager to re-coup any outstanding funds, this may include re-invoicing the Plan Manager under a different but suitable support category without necessarily issuing a new Schedule of Supports; - As a final measure, invoice the participant directly for costs incurred and will notify the NDIS of the situation should agreed costs for services provided not be remunerated. The Disability Trust reserves the right to cease future services until the outstanding debt is paid. By signing this Service Agreement you also consent to The Disability Trust (including its representatives) and your current, or past, plan manager(s) sharing information related to your supports, funding and accounts.
Plan Managed. The Participant has nominated a Plan Manager to manage the funding for supports provided under this Service Agreement. Fairhaven Services will provide the participant and Plan Manager with an outline of agreed services and expected costs over the life of the plan via the Schedule of Supports. After providing those supports, Fairhaven Services will send the Participant’s Plan Manager an invoice for those supports for the Participant’s Plan Manager to pay. The Participant’s Plan Manager will pay in accordance with the terms of the invoice. In the circumstance that agreed funds are not available in the person's NDIS funding Fairhaven Services will: - Firstly, work with the Plan Manager to re-coup any outstanding funds, this may include re- invoicing the Plan Manager under a different but suitable support category without necessarily issuing a new Schedule of Supports - As a final measure, invoice the participant directly for costs incurred and will notify the NDIS of the situation should agreed costs for services provided not be remunerated. Fairhaven Services reserves the right to cease future services until the outstanding debt is paid. By signing this Service Agreement you also consent to Fairhaven Services (including its representatives) and your current, or past, plan manager(s) sharing information related to your supports, funding and accounts.
Plan Managed. If you have a Plan Manager, they will pay us for your supports If you manage your own funding (self-manage), you need to: ● Have enough funding to pay for our services ● Pay for travel costs if you manage your own transport funding We will send you invoices that tell you how much you need to pay. You will need to pay those invoices within 7 days. If you don't, we might not be able to provide you with support. Tick the box to show how your funds are managed: ⬜ Agency Managed ⬜ Plan Managed ⬜ Self Managed If you are plan managed please provide as many of your plan manager details as you can below. It is very important that you let us know as soon as possible if your plan manager changes. Plan Manager Details Company Name: Contact Person: Contact Position: Contact Phone: Contact Email: Accounts Email: This agreement may need to change. You might want to change it. We might want to change it. We will talk to you about any changes. YOUR PRIVACY Your privacy is important. The information we collect from you is confidential. You can expect ▇▇▇▇▇ to adhere to privacy laws and have policies and procedures in place to safeguard your privacy and confidentiality. You can expect that information about you is only collected, stored and used for the purposes of providing services to you. You may contact us to discuss how your information is managed. SHARING OF PERSONAL INFORMATION It may be necessary to share information about you to other individuals and organisations to allow us to deliver services to you. For example, discussing recommendations and reports with your Local Provider or sending copies of reports to a Support Worker. You may withdraw your consent to share personal information at any time by contacting us. If there are people you do not want us to share information with please list them here ENDING THIS AGREEMENT You can end your service agreement if we can't give you the supports you need. You need to tell us 6 weeks before you want the agreement to end. If we need to end the agreement, we will tell you 6 weeks before the date. CANCELLING SERVICES You must tell us if you need to cancel an appointment at least 48 hours before. We will have to charge you the full fee if you don't tell us. If we have to charge you these fees more than 8 times in 1 year, we have to tell the NDIA. It's important that we know how you feel about our service. You can: Give us feedback- tell us how things are going Make a complaint- tell us if something is wrong. Tell us what you ...