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04 · TEMPLATE

Service agreement

Your practical resource, with the guidance to put it to work.

Prepared by Empower Mentors
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How to use this agreement

This service agreement template helps set clear expectations, communicate roles and responsibilities, and support a professional working relationship.

  1. Fill in the relevant details and customise the terms.
  2. Review the agreement with the participant before signing.
  3. Keep a signed copy for your records.
  4. Ensure the terms suit the supports, funding arrangements and current requirements.

Before using the original PDF: It includes a fixed 24-hour cancellation example and a service-suspension clause. These are not universal NDIS rules. Review and adapt them before use, taking account of the current pricing arrangements, participant circumstances and appropriate advice.

Provider & participant details

Support worker: Full name, business name if applicable, ABN, phone and email.

Participant: Full name, NDIS number where needed, plan type, plan manager if applicable, phone and email.

Complete these details in your downloaded copy, not on this website.

1. Purpose of this agreement

This agreement outlines the services provided, responsibilities of both parties, and payment terms to ensure a clear and professional working relationship.

2. Services to be provided

The support worker agrees to provide the selected services:

Record the relevant NDIS line items, days and times of support, and support locations. Describe a specific schedule where appropriate rather than leaving the arrangement unclear.

3. Rights & responsibilities

Support worker responsibilities

Participant responsibilities

4. Payment & invoicing

Agree and record:

Detail Complete in your agreement
Hourly rate $_____ per hour
Permitted travel costs Agreed amount and basis
Invoicing schedule Weekly / fortnightly / monthly
Payment due Within _____ days of invoice issue
Payment method Bank transfer / plan manager / other
Cancellation policy Agreed terms consistent with applicable requirements
Late payment process Reminder and follow-up arrangements

The original cancellation example states a full session fee for less than 24 hours’ notice or a no-show, and no charge for more than 24 hours’ notice. Do not copy this automatically. Confirm whether a charge is permitted, and the applicable notice period and conditions, before agreeing the policy.

5. Agreement duration & review

Record the start date and end date, or when the agreement will be reviewed or updated. The template offers review intervals of three months, six months or annually.

6. Termination of agreement

Record the agreed written notice period and appropriate grounds and procedures for ending services. Discuss arrangements for any transition of support.

The original template includes failure to meet responsibilities and breach of the Code of Conduct or misconduct as examples. Adapt this section to the actual service arrangement.

7. Confidentiality & privacy

Both parties agree to maintain confidentiality of personal and sensitive information. Records should be securely stored and used for appropriate professional purposes.

Explain when information may be shared with consent and any circumstances where disclosure is required or permitted by law. The original PDF’s consent wording should be reviewed to cover these circumstances accurately.

8. Dispute resolution

Discuss disagreements respectfully and explain the options for resolving them. The original template suggests involving an appropriate third party if needed. Include clear complaint contacts and avoid implying that a participant must use mediation before raising an external concern.

9. Signatures & agreement acceptance

Both parties should understand the agreed terms before signing. Record the support worker’s signature and date, and the participant’s or authorised representative’s signature and date. Give both parties a copy.

KEEP A COPY

Your original PDF

The original PDF includes fixed cancellation and service-suspension examples. Review and customise these terms for the services and current requirements before use.

Download original PDF ↓For printing or annotating in your PDF app.

Go a little deeper

View the original Canva resource

The original remains available for reference.

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