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Flexible budgets on PACE - Core Supports (updated*)

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. If funding is exhausted in one Core category, but there is available funding in another Core category, the NDIS will draw from the Core Available budget.



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. You should only consider the Remaining Amount in the Flexible subtotal when considering flexible budget. 

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:

  1. 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.
  2. 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.
  3. Submit the claim as normal.
  4. When funds are exhausted in a flexible Core category and the NDIS has drawn from another flexible Core category to fund supports, the remaining budget will display as a negative value and will be highlighted in red preceded with a minus sign (e.g., ).

    Additionally, if the Service Agreement (SA) allocated amount surpasses the approved budget for that category, it will also appear as a negative value.

Funding Periods and Core Flexibility

When allocating spend to a funding period, Planability will:

  • first use the budget from the matching category and funding period.
  • If that funding period has been fully used, it will then draw from any earlier funding periods with remaining budget.
  • If all budget for that category is exhausted, Planability will next use the flexible Core budget in the corresponding funding period, and
  • if that is also exhausted, it will attempt to draw from an earlier funding period.

 

Further reading:
PACE Plans in Planability 
How funding periods are handled in Planability (updated*)
Budget vs Actual in more detail
Create a Claim on Historical Budget - PACE Plans