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
- Use plain language and the participant's preferred format.
- Cover every item on the checklist.
- Give the participant time and support to ask questions.
- Confirm understanding before signing.
- 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.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
- NDIS Quality and Safeguards Commission. NDIS Code of Conduct. https://www.ndiscommission.gov.au/rules-and-standards/ndis-code-conduct
- NDIS Quality and Safeguards Commission. NDIS Practice Standards and Quality Indicators. https://www.ndiscommission.gov.au/rules-and-standards/ndis-practice-standards
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.



