Understand the arrangement before you say yes.

A useful service agreement describes what both sides have actually agreed. You can ask for time, a clear explanation and changes before deciding.

Find my next action Use the worksheet
A notebook, blank papers and a calculator ready for a planning conversation.

Your practical next steps

From a proposed service to an informed agreement

Make the service, total proposed cost and working terms understandable before you decide.

  1. Define the serviceAsk what is included.
  2. Understand the costRequest all proposed charges.
  3. Check the termsClarify review, cancellation and exit.

Open a question to see what to do next. You can add a situation to your conversation summary. Selections stay in this browser tab until you review and choose to send them.

Can you explain what service is actually being proposed?

Choose the situation closest to yours

  • The scope is clear

    Do this next: Check who will provide it, where and how often it happens, and the dates proposed for the arrangement.

    Go to question 2
  • The description is too vague

    Do this next: Ask for a plain-English description, including what is included and what would be charged separately.

    Go to question 2

Do you understand all proposed charges?

Choose the situation closest to yours

  • I have a full explanation

    Do this next: Review the total proposed cost, including any travel, reports, cancellations or other charges. Discuss how proposed supports fit your own plan with the appropriate contact.

    Go to question 3
  • Some charges are missing or unclear

    Do this next: Ask for an itemised explanation and a worked example of a typical period of service. Put the unanswered questions in writing.

    Go to question 3

Are you comfortable with the working and exit terms?

Choose the situation closest to yours

  • I understand them and want to proceed

    Do this next: Confirm the start, review, notice and cancellation arrangements. Keep your own copy of what is agreed.

    Make your next action clear
  • I need clarification, changes or more time

    Do this next: Ask for the wording or format you need and discuss changes. Consider getting independent help to understand an agreement before deciding.

    Make your next action clear

Resolve the gaps before making a decision

Circle the clauses or charges you want explained. Ask the provider to respond in a format you can use.

  • What is included
  • The full proposed cost
  • Review, cancellation and exit terms
Open the official service-agreement and pricing guidance

Read the full guide

Open only the explanation you need, or read them all.

Describe the service in concrete terms

Ask what support will be provided, who is responsible, where it happens and how often. Check the start and end dates and how the agreement will be reviewed. A broad service name can hide very different practical arrangements.

If a coordinator is working through another provider, ask who contracts with you, who invoices and who is responsible for delivery and complaints. Confirm our own provider arrangements before engagement.

Ask for the full cost

Ask for a clear explanation of the rate, quantities or hours and any other chargeable activities. Travel, reports, non-face-to-face work and cancellation terms may be relevant. Find out how charges will be approved and explained.

Ask who can confirm that the proposed support and payment arrangement fit your current plan. The website does not quote our rates, calculate an entitlement or promise that an introductory meeting will be funded.

Know how the relationship will work

Agree a contact method, how appointments are changed and what happens when a usual worker is away. Discuss communication, language, accessibility and the choice to include someone you trust.

Ask about privacy, the records kept, how consent is managed and any business relationship behind a recommendation. Clear expectations help you notice when the actual service differs from the agreement.

Read the cancellation and exit terms

Check how much notice each party gives, which fees can apply and what happens if the provider cancels. Ask how the agreement can be varied or ended and what happens to support during a transition.

If something is unclear, pause and ask for an explanation. Keep the version you agreed to and any later changes. For a dispute about legal obligations, seek appropriate independent advice.

Use a review point

Agree when you will check that the arrangement is useful and affordable within your own approved supports. Bring questions early if actual charges or delivery differ from what you understood.

The provider conversation sheet helps you record questions and answers. It is a personal preparation tool, not a contract or legal advice. Use the official NDIA guidance and seek advice for your particular agreement where needed.

Go to the source

General preparation guidance. Use the current official page and the details of your own plan for decisions.