What is PACE and How it Works in MYP

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PACE (Participant and Customer Experience) is the National Disability Insurance Scheme’s (NDIS) system for managing participant plans and budgets. It replaces the older approach with a more streamlined and automated method. MYP supports PACE through Funding and HICAPS integration, providing real-time updates and reduced manual tracking.

Key Features of PACE in MYP

  • Automated Plan Updates: Plan renewals, extensions, and budgets update automatically via the PACE API.

  • Real-Time Budget Syncing: Budgets are updated and displayed in the participant’s engagement based on their active PACE plan.

  • Simplified Management: Engagements and budgets are housed in a single record that updates over time.

  • Improved Visibility: PACE plan start and end dates, along with the participant’s original onboarding date, are clearly displayed.

Managing Quarterly Funding Periods for PACE Participants (Section 33 Update)

From 19 May 2025, the NDIA began implementing funding periods in new and reassessed NDIS plans. This means that instead of receiving the full plan budget upfront, participants will have their funding released in intervals—most commonly quarterly—to support better budgeting and reduce the risk of overspending. This article outlines how these quarterly funding periods work in MYP for both HICAPS and non-HICAPS users.

Who This Applies To

These funding periods only apply to participants who have had:

  • Received a new NDIS plan approved on or after 19 May 2025

  • Undergone a full plan reassessment (plan review) on or after this date intermediaries.org.au

  • Participants with existing plans approved before 19 May 2025 will not be affected until their next plan reassessment.

Under these changes, the participant’s total plan funding is released incrementally, with a new amount available at the start of each quarter.

HICAPS-Integrated Services

If the participant is onboarded via HICAPS, no action is required at this time. A request to enhance the user interface to display quarterly released amounts has been submitted to the Product team for review.

For more information, see: Managing Quarterly Funding Periods - HICAPS Users

Platform Behaviour

  • The full plan budget continues to sync via the NDIA PACE API.

  • This budget appears in the Participant PACE Budget section of the engagement.

  • Important Notes:

    • The entire plan budget is displayed in the platform.

    • The system does not currently display the amount released for the current quarter.

    • This may raise concerns about overspending or difficulties tracking funding across quarters.

    • Enhancements to display funding period details are under consideration.

Non-HICAPS Users

If the participant is not integrated via HICAPS, quarterly funding periods must be managed manually in the platform.

There are two options for handling this in the Funding > Participant PACE Budget section:

Option A: Extend and Add to the Existing Budget

  • Extend the current plan budget’s end date to reflect the new quarter (e.g. 19 Aug → 19 Nov).

  • Increase the budget amount to include the newly released funds.

Best for: Simpler management with a cumulative total, especially if detailed quarter tracking is not required.

Option B: Create a New Budget for Each Quarter

  • Create a new plan budget entry for the newly released quarter (e.g. 20 Aug - 19 Nov).

  • Enter only the funds released for that period.

Best for: Clear visibility and reporting per quarter.

For a step-by-step, see Managing Quarterly Funding Periods - Non-HICAPS Users

Summary:

Note: Any unspent funds within a funding period will roll over into the next period within the same plan. However, unspent funds at the end of the plan will not carry over to a new plan.