Service Agreement for ConneXtions Plan Management

NDIS Participant Details

The Participant/Nominated Representative’s contact details:


The Participant/Nominated Representative will provide bank details if necessary, for reimbursement - (Optional)

Bank Branch
BSB Account
Account Name


List of Providers the Participant/Nominated Representative has a current Service Agreement with or intends to engage services - (Optional)

Providers Service Being Provided Service Agreement In Place?

This is a Service Agreement for provision of Financial Intermediary Services for your National Disability Insurance Approved Plan (NDIS Plan)

Who is this agreement between?

This Service Agreement is between ConneXtions – Plan Managed Options and Participant/nominated representative that is named on your NDIS Plan

When is it from?

This Service Agreement will be in effect for the duration of the Participant’s current plan and will expire 3 weeks after the plan end date to allow for finalisation of outstanding invoices. Or until ConneXtions – Plan Managed Options is notified otherwise in writing by the Participant/nominated representative.

To engage the services of ConneXtions –Plan Managed Option, you need to complete this service agreement and upon acceptance of this Service Agreement, the Participant/nominated representative, will provide a copy of their NDIS plan details to ConneXtions – Plan Managed Options representative.

If you choose to continue plan management services with ConneXtions for your subsequent NDIS plan’s you will need to complete a new service agreement via the ConneXtions online registration form.

Schedule of Supports

A Schedule of supports is the services that ConneXtions –Plan Managed Options agrees to provide the Participant financial intermediary services.

The supports and their prices are set out below. All prices are GST inclusive (if applicable) and include the cost of providing the supports.

What happens if I ask for something not in the schedule?

Additional expenses (i.e. things that are not included as part of a Participant’s NDIS supports) are the responsibility of the Participant/nominated representative and are not included in the cost of the supports.

Responsibilities of Provider
ConneXtions – Plan Managed Options agrees to:

  • provide financial intermediary services
  • reconcile client balances
  • claim for and pay supplier invoices on behalf of client
  • track expenditure against client budget
  • process client reimbursement claims
  • provide monthly statements of expenditure and available funding upon request
  • assist with purchases where appropriate
  • trouble shooting
  • client liaison - emails, phone calls etc
  • consult the Participant/nominated representative on request, regarding decisions about how funds are spent
  • communicate openly and honestly in a timely manner
  • treat the Participant/nominated representative with courtesy and respect
  • listen to the Participant/nominated representative’s feedback and resolve problems quickly
  • protect the Participant’s privacy and confidential information as per ConneXtions –Plan Managed Options Privacy Policy available on the ConneXtions website.

Responsibilities of Participant/nominated representative

 I agree to:

  • take due steps to provide information as requested by my Plan Manager in a timely manner
  • treat ConneXtions – Plan Managed Options staff with courtesy and respect
  • advise ConneXtions – Plan Managed Options immediately if the Participant’s NDIS plan is suspended or replaced by a new NDIS plan, or the Participant stops being a participant in the NDIS.


ConneXtions – Plan Managed Options will claim directly from the NDIA an agreed monthly fee for the provision of support as agreed in Schedule of Supports – Improved Life Choices (Support Category 14), upon acceptance of the service agreement.

By nominating ConneXtions – Plan Managed Options to provide plan management services and manage the funding we will claim from the NDIA portal for funding up to the amounts specified in the support category and budget approved in the Participant’s current NDIS plan.

This payment will be claimed by ConneXtions in advance and at monthly intervals, bi-monthly intervals, or at any other regularity that ConneXtions deems appropriate.

After these supports are delivered, the service provider or Participant/nominated representative will claim payment for those supports from ConneXtions – Plan Managed Options by forwarding an invoice to

Participant budgets to be managed

The Participant/nominated representative will provide ConneXtions – Plan Managed Options with details of their support budgets as per the Participant’s current NDIS plan. If the support categories or budgets change, the Participant/nominated representative agrees any changes will be submitted immediately in writing to ConneXtions– Plan Managed Options, signed, and dated by the Participant/nominated representative.

Changes to the Plan

The Participant/nominated representative, agrees to immediately notify ConneXtions – Plan Managed Options and provide relevant plan details in writing, if the Participant’s NDIS Plan is replaced by a new plan, or the Participant ceases to be a participant in the NDIS.

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 disputes

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 or call on 0407 299777

Goods and services tax (GST) For the purposes of GST legislation, the Parties confirm that:

•          a supply of supports 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 (NDIS Act), in the Participant’s NDIS plan currently in effect under section 37 of the NDIS Act;

•          ConneXtions –Plan Managed Options will pay GST as per specified in National Disability Insurance Scheme Act 2013 (NDIS Act)

Support Type

List the Name of the Support


Description of Support

List the details of the support

Price and Payment Information

Financial Intermediary Set-up costs

(14_032_0127_8_3) or (14_033_0127_8_3)

Loading of client details in the information management system

Receipt of funding

Setting up client account in finance system

Loading Plan and setting service and budget allocation

$ 327.41 or


$ 218.27 or


depending on plan

Financial Intermediary monthly processing(14_034_0127_8_3)

Reconciling client balances

Paying supplier Invoices on behalf of client

Processing client reimbursement claims

Tracking expenditure against client budget

Monthly statements of expenditure and available funding

Assisting with purchases

Trouble shooting

Client liaison and emails & phone calls

12 x$ 98.12 or

12 x$100.18

depending on plan

Total $ 1177.44 or


Total Annual Cost

(12 months service)

Financial Intermediary Services







I have read and accept this service agreement 

The Provider can be contacted on:

Contact Name Connextions
Phone (02) 6024 2460


PO Box 8115, Wodonga Vic 3689

1A Footmark Ct, Wodonga Vic 3689