Parties

This Service Agreement is between Ezy Media Group Pty Ltd, trading as Optimum Plan Management and the participant/nominated representative in the National Disability Insurance Scheme.

Participant/ representative: ________

The Service Agreement will be in effective from today for the duration of the participants association with Optimum Plan Management, or until we [OPM] is notified in writing by the Participant/nominated representative to end this Service Agreement.

Upon acceptance of this Service Agreement, the Participant/nominated representative will provide a copy of their NDIS plan to Optimum Plan Management.

Schedule of Supports:

Optimum Plan Management [OPM] agrees to provide to the participant the services of plan management. The supports and their prices are set out in the schedule of support below. All pricing including the cost of providing the support are GST inclusive.

Expenses for things that are not included as part of a participant’s NDIS supports are the responsibility of the Participant/nominated representative.

Responsibilities of Plan Manager:

Optimum Plan Management [OPM] agrees to;

• Provide plan management services
• Reconcile client balances
• Pay suppliers invoices on behalf of participants
• Process participants’ reimbursement claims
• Track expenditures against participant’s budget
• Provide monthly statements of expenditure and available funding
• Participants/nominated representative liaison – email, phone etc
• Consult participant/nominated representative on request, regarding decisions about how funds are spent.
• Assists in the preparation of Service agreement with service providers
• Communicate openly and honestly in a timely manner
• Treat participant/nominated representative with courtesy and respect.
• Listen to feedback from participants/nominated representative and take appropriate action.
• Protect participants’ privacy and confidentiality as per Optimum Plan Management Privacy Policy.

Responsibilities of Participant/nominated representative:

• Take due steps to provide information as requested to Optimum Plan Management [OPM] including approvals in a timely manger
• Treat Optimum Plan Management and its staff with courtesy and respect
• Discuss any concern about our service with Optimum Plan Management
• Advise Optimum Plan Management immediately if the participant’s NDIS plan is suspended or replaced by new NDIS plan or the participant stops being a participant in the NDIS

Payments:

Optimum Plan Management [OPM] will claim directly from the NDIS an agreed monthly fee for the provision of support as agreed in schedule of supports.

By nominating Optimum Plan Management to provide plan management services and manage the funding, we will claim from NDIS portal for funding up to the amount specified in the support category and budget approved in the participant’s current NDIS plan. After these supports are delivered, the service provider or participant/nominated representative will claim payment for those supports from Optimum Plan Management by forwarding an invoice to: invoices@optimumpm.com.au

Changes to this Service Agreement:

If changes are required to be made to this Service Agreement, the parties agree to discuss and review this Service Agreement. The parties agree that any changes to this Service Agreement will be in writing, signed and dated by both parties.

Ending this Service Agreement:

Should either party wish to end this Service Agreement they must give one month’s notice in writing. If either party seriously breaches this Service Agreement the requirement of notice will be waived.

Feedback, Complaints and Dispute:

If the Participant/nominated representative wishes to provide feedback, or is not satisfied with the provision of supports and wishes to make a complaint, the Participant/nominated representative can contact head of services at Optimum Plan Management on 0403270390 or email admin@optimumpm.com.au

Goods and services tax [GST]

For the purpose of GST legislation, the parties confirm that:

• A supply of support under this Service Agreement is a supply of one or more of the reasonable and necessary supports specified in the statement included, under subsection 33[2] of the National Disability Insurance Scheme Act 2013, in the Participants NDIS plan currently in effect under section 37 of the NDIS Act:
• Optimum Plan Management will pay GST as per specified in the National Disability Insurance Scheme Act 2013.

Contact and Banking Details:

The Participant/nominee representative will provide bank details, if necessary, to Optimum Plan Management for reimbursement.

Schedule of Supports – Choice:

Support item code	Description of Support	Price and Payment Information
14_034_0127_8_3	Supports to help you manage your plan funding and pay for services. Support to set-up, develop, and process monthly statements [administrative functions only]	$104.45 /month
	TOTAL	$1,253.40 /year
01_134_0117_8_1	Capacity Building and Training in Self-Management and Plan Management.	$80.06/hr
15_035_0106_1_3	Assistance with Decision Making Daily Planning and Budgeting.	$70.23/hr

Please note any changes will be in accordance with the NDIA latest Pricing Arrangement.

Contact Details:

Plan Manager’s contacted Details:

Contact Name: Sunday Ehigie – Principal Plan Manager

Phone#: 1300 607 404.     Emergency# 0403270390.

Email : admin@optimumpm.com.au

Website: www.optimumpm.com.au

Address: P O Box 197 Dingley Village, VIC 3172