Core Categories 1-4 are flexible. In PACE Plans, if funding is exhausted in one Core category, claims submitted will automatically draw from remaining Flexible Core funds.
In PACE plans, categories 1-4 in Core Supports are flexible. Category 16 (Home and Living) is included within Core but is not flexible.
For plans that have category 16 funding, you will see a Flexible Subtotal row within the Core Supports. The remaining amount here will be the amount you can use across claims in categories 1-4.
As PACE plans do not have Service Bookings, funds do not need to be reallocated across flexible categories to use them.
To utilise flexible budgets in Core on PACE plans:
- Ensure the category you are trying to claim is listed on the plan. For example, while funding is flexible, if category 3 (Consumables) is not listed on the plan you will be unable to claim from it.
- Create your claim as normal. When entering a claim line, the system will show the available/unavailable amounts for the specific category you are claiming from, however funds can be pulled from any flexible category if required.
- Submit the claim as normal.
- You may now notice on the NDIS Budget when looking at a Participant) that you have an amount noted in parenthesis/brackets in the Remaining Amount column in Core Supports. This shows that funds were exhausted in this category and the NDIS has drawn from another flexible Core category to fund supports.
Further reading:
PACE Plans in Planability and
Budget vs Actual in more detail
Create a Claim on Historical Budget - PACE Plans