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.
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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.
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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.
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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 ...
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Related to Plan Managed

  • Plan Administration AvMed may from time to time adopt reasonable policies, procedures, rules and interpretations to promote the orderly and efficient administration of this Contract.

  • Stock Plan Administration Service Providers The Company transfers participant data to ▇▇▇▇▇▇ ▇▇▇▇▇▇▇, an independent service provider based in the United States, which assists the Company with the implementation, administration and management of the Plan. In the future, the Company may select a different service provider and share the Participant’s data with another company that serves in a similar manner. The Company’s service provider will open an account for the Participant to receive and trade Shares. The Participant will be asked to agree on separate terms and data processing practices with the service provider, which is a condition to the Participant’s ability to participate in the Plan.

  • Stock Plan Administration Service Provider The Company transfers the Optionee's Personal Information to Fidelity Stock Plan Services LLC, an independent service provider based in the United States, which assists the Company with the implementation, administration and management of the Plan (the “Stock Plan Administrator”). In the future, the Company may select a different Stock Plan Administrator and share the Optionee's Personal Information with another company that serves in a similar manner. The Stock Plan Administrator will open an account for the Optionee to receive and trade Shares acquired under the Plan. The Optionee will be asked to agree on separate terms and data processing practices with the Stock Plan Administrator, which is a condition to the Optionee’s ability to participate in the Plan.

  • Union/Management Committee There shall be a union/management committee comprised of four (4) employee representatives appointed by the Union and four (4) employer representatives. The Committee's purpose is to provide and promote effective and meaningful communication of information and ideas and to make joint recommendations on matters of concern. Matters that are properly the subject of an individual grievance will not be discussed at this committee. The Committee will meet quarterly, unless agreed otherwise, at a time and place mutually agreed to provided there is business for their joint consideration. The parties will exchange agenda items at least one (1) week prior to the meeting. The parties further agree the Committee may meet at any time its members mutually agree a meeting should be held. The duties of the Chairperson will be shared by the parties. Copies of the minutes shall be provided to Committee members. The employer agrees to pay for time spent during regular working hours for representatives of the union attending such meetings. The parties may utilize video or teleconferencing services for the purposes of committee members attending committee meetings, where appropriate and available. Neither party can unreasonably deny an initiative to utilize video or teleconferencing services.

  • Discretionary Investment Management Services The Adviser shall act as investment adviser with respect to each Fund. In such capacity, the Adviser shall, subject to the supervision of the Board, regularly provide each Fund with investment research, advice and supervision and shall furnish continuously an investment program for each Fund, consistent with the respective investment objectives and policies of each Fund. The Adviser shall determine, from time to time, what securities shall be purchased for each Fund, what securities shall be held or sold by each Fund and what portion of each Fund’s assets shall be held uninvested in cash, subject always to the provisions of the Trust’s Agreement and Declaration of Trust (“Declaration of Trust”), as amended and supplemented (the “Declaration of Trust”), Bylaws and its registration statement on Form N-1A (the “Registration Statement”) under the 1940 Act, and under the Securities Act of 1933, as amended (the “1933 Act”), as filed with the Securities and Exchange Commission (the “Commission”), and with the investment objectives, policies and restrictions of each Fund, as each of the same shall be from time to time in effect. To carry out such obligations, and to the extent not prohibited by any of the foregoing, the Adviser shall exercise full discretion and act for each Fund in the same manner and with the same force and effect as each Fund itself might or could do with respect to purchases, sales or other transactions, as well as with respect to all other such things necessary or incidental to the furtherance or conduct of such purchases, sales or other transactions. No reference in this Agreement to the Adviser having full discretionary authority over each Fund’s investments shall in any way limit the right of the Board, in its sole discretion, to establish or revise policies in connection with the management of a Fund’s assets or to otherwise exercise its right to control the overall management of a Fund.