Service Agreement Practice Checklist

A practice checklist for providers preparing clear, participant-friendly service agreements, from supports and costs to changes, complaints and confirming understanding.

Preview of the first page of Service Agreement Practice Checklist
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Client group
NDIS providers preparing service agreements with participants.
Practice setting
Provider onboarding and service agreement meetings.
Format
Checklists
Details
A4 PDF, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Practitioners
Age groups
Practitioners and teams
Access
Plus members
Resource code
PP-NDIS-011
Version
1.0

About this resource

A good service agreement is clear, fair and understood. This checklist prompts providers to cover the supports, schedule, costs, cancellation terms, how changes are made, how the agreement ends and how to raise concerns, and to confirm the participant understands before signing.

Purpose

To help providers write agreements that participants can understand and agree to with confidence.

Who it is for

Primary profession: NDIS providers and support coordinators. Also relevant for disability support workers.

Client or participant group: NDIS providers preparing service agreements with participants.

Practice setting: Provider onboarding and service agreement meetings.

Suggested uses

  • Preparing new service agreements
  • Reviewing agreement templates
  • Training intake staff
  • Checking agreements before meetings

Instructions for practitioners

  1. Use plain language and the participant's preferred format.
  2. Cover every item on the checklist.
  3. Give the participant time and support to ask questions.
  4. Confirm understanding before signing.
  5. Check your agreements against current NDIS guidance and obtain legal advice where needed.

Accessibility considerations

Offer Easy Read versions, interpreters and support persons.

Scope and limitations

A practice checklist. It is not legal advice and does not on its own demonstrate compliance with NDIS rules or practice standards.

Research basis

This resource is designed to align with the NDIS Practice Standards and Code of Conduct; using it does not by itself demonstrate compliance. Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre.

What is included

A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.

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