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Create Service Agreements - PACE Plans

Enter a Service Agreement in Planability to hold the agreed amount for a provider in the participants current PACE budget.

Table of Contents:
Create a Service Agreement
Align Service Agreement allocation with Funding Periods

Service Agreements are a feature of Planability that enables you to set aside funds for a Provider in one or more categories of a Plan.

NOTE: From 17th October, you can select a Limit Type on each Service Agreement. Choosing 'Warning' will trigger a claim line alert if the Service Agreement's allocated funds are exhausted, or if the current claim line would cause the allocation to be exceeded. Selecting 'Limited' will prevent the claim line from being processed in these scenarios.

In addition, there are some optional Service Agreement warning emails that can be enabled on your account which are sent to Plan Managers and Directors.

Note: If Service Agreements are set to mandatory in the Participant's profile they will limit spending to the allocated amount by default regardless of any limit type selected. 

Create a Service Agreement

To create a new Service Agreement, you will first need to select the Participant's NDIS Plan.

  • Select Service Agreements > Create Agreement from the menu.

  • Enter the Provider name. 
  • The Start and End dates will default to the Plan Start and End Dates. Edit if required.
  • [Optional] Select a Limit Type. Choosing "Warning" will trigger a claim line alert if the Service Agreement's allocated funds are exhausted, or if the current claim line would cause the allocation to be exceeded. Selecting "Limited" will prevent the claim line from being processed in these scenarios.
  • Click Next
  • Click Add Item
  • Select the Support Category from the available pull down options
  • Enter the Contract Amount

  • [Optional] For more specific fund allocation, you can set aside funds for a support item by selecting an Item code. 


The calculations at the top of the window show the maximum amount allocatable to this Service Agreement line.

Total Budget: the budget approved for the category, or Core Flexible budget (if a Core category is selected in PACE)

Released Amount: the amount released. If the Plan has a funding release schedule, the released amount will show as a hyperlink. Click to view the schedule

SB Allocated: this is not applicable to PACE Plans and will show $0.00

SA Allocated: the amount already allocated to a Service Agreement

SA Unallocated: the amount not allocated to a Service Agreement

Spend: the sum of claims in this category (or PACE Core)

Remaining: the remaining balance (Total Budget - Spend)

Max Allocatable: the maximum amount that can be allocated to the Service Agreement line. (Total Budget - SA Allocated - Spend with other Providers). Any claim amount for the provider will be considered allocatable.

  • Enter the Contract amount.

The Contract Amount is the total value of the Service Agreement item for this provider. 

If the Service Agreement has been active and services have already been claimed outside of Planability, you can input the total Contract Amount. Next, enter the amount that has already been claimed outside of Planability - the External Spent Amount. The Total Amount will calculate to show the balance that needs to be set aside.

Align Service Agreement allocation with Funding Periods

If the Plan has a funding release schedule there will be an option to Add Multiple Funding Periods. This allows you to set aside budget in each or any selected period.

  • Click 'Update' to save the Item.

Continue adding Items to quarantine funding as required. 

NOTE: the sum of the amounts entered in the funding periods will need to match the Contract Amount. Until the figures match, the boxes will show red.

Items can be added either at category level or with a specific item number selected. You may include multiple lines in a Service Agreement; however, entering the same category or item with overlapping start and end dates is not permitted.

Whilst still creating the Service Agreement you can edit or delete a line item by clicking on the ellipses buttons to the right. (See also: Edit Service Agreement)

When all Items have been added click Continue

The Service Agreement Details page will now display the added services. You can edit, and add to Notes & Documents to store the Service Agreement document or related emails on this page.

If you have previously entered or submitted claims you should now manage the claim assignment. See: Assign Claims

Additional reading:
Assign Claims
Service Agreements - Agency Settings; 
View Service Agreements
Edit Service Agreements (PACE)