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How funding periods are handled in Planability

From Monday 19th May 2025, funding periods will start to roll out for any newly created or reassessed PACE Plans. The new funding period changes will be reflected in the budget page of Planability, claim guardrails and statements.

Content:
NDIS Plan - Budget Page
Creating and Reviewing Claim Lines
Service Agreements

This is the first update to the software in relation to this change and we are committed to providing continuous updates and improvements as we learn more and are exposed to real-world scenarios. 

NDIS Plan - Budget page

The Budget page for all PACE plans has been updated to include a new column for Released Amount. 

Click on the released amount to view the Funding Period Schedule.

The newly labelled Available column displays the balance of the released amount after spend has been deducted. When a new funding period begins, the Released Amount and all available budget calculations will be updated.

PACE Plans created prior to 19th May

For PACE Plans with a start date prior to 19th May, the full approved funding for a category is available for the duration of the Plan. This figure will show in the Released amount column and will not have a hyperlink to view the Funding Period Schedule.

Non PACE Plans

There is no change to the information displayed on the Budget page for non-PACE plans. 

Creating and Reviewing Claim lines

All the usual guardrails will still be applied to any claim line entered into Planability, but you will need to be aware of how the available budget for the claim line is calculated and displayed. 

In-line editing:

  1. Support Category: The total approved budget for the category for the duration of the Plan less any spend. 
  2. Service Agreement: The remaining balance of the Service Agreement allocation for the Provider (if applicable).
  3. Available Budget: The remaining released amount less any Unavailable Budget (4).
  4. Unavailable: The amount that is not available due to pending claims or Service Agreement reserved amounts. 
Pop-up editing:

Service Agreements

We understand that the new Funding Periods and their release schedule will impact on how you administer Service Agreements and that this has the potential to increase your workload throughout the duration of the plan.

Therefore, if you choose, you can establish a Service Agreement for the entire approved budget, without limiting the funding allocation to the released amount.

ALERT:

Planability will quarantine based on the approved budget, ignoring the released amount.

Claims that are not linked to a Service Agreement will be permitted provided the SA Allocated amount is below the remaining budget.

Claims are handled on a first-come, first-served basis; if funds are depleted during a release period, you must wait for the next release.

Example: Create Service Agreement for Cat 15 - Improved Daily Living Skills for $15,000 for the duration of the 12 month Plan

  1. Total Budget $25,000 over 12 months
  2. Released Amount: $12,500 
  3. Max Allocatable: $25,000 
  4. Contract Amount: $10,000

What does this mean?

Over the duration of the Plan (12 months) you have set aside $10,000 for this provider. $15,000 remains available for other provider claims. In the first 6 months of the Plan all $12,500 released funds could be spent with another provider. The SA will not hold a proportion of the allocated amount for the first release period.

In the example below. $10,000 of the total $25,000 is held for a different provider. The available budget for this claim line is $12,500. The Service Agreement will not start quarantining budget until $15,000 has been spent, which will not happen until the 2nd release period.

If there are multiple Service Agreements within Core or a single Category (in Capital Supports and Capacity Building), the allocated amounts will not be distributed proportionately across each release period. Instead, the budget allocation is for the Total Budget.

To prevent overspending outside the Service Agreement or to avoid spending too much with one provider, leaving insufficient funds for another during a release period, you will need to allocate all funds to Service Agreements or activate Mandatory SA in the participant's Settings.

We will be working on improving this functionality over time, and as we have access to more data and test scenarios.

Further reading: Understanding Funding Periods