Under PACE, a plan’s total and the amount that can be spent right now are different numbers. Funds are released in funding periods, and claiming against a category that has budget in the plan but nothing released in this period is rejected. Rostery models both.
NDIS funding periods — how it works
Plans are recorded with their funding periods, and each period carries the amount released for it. Validation checks the service date against the period that covers it and tests remaining funds in that period rather than against the plan total, so an invoice for work in a period with nothing left is stopped before it is claimed.
Where a plan allows flexibility between periods, that is modelled too. The result is a remaining figure that reflects what can actually be claimed today, which is the number a participant is really asking for when they ask what is left.
Why it matters for NDIS providers
The single most common PACE rejection is a claim against funds that exist in the plan but have not been released for the period. It looks like there is budget, the claim goes in, and it comes back. Modelling periods removes that whole class of rejection.
- Period, not just plan: remaining is calculated against the funding period covering the service date.
- Rejections avoided: the most common PACE rejection is caught by validation instead of by the NDIA.
- Honest remaining figures: what a participant is told is left is what can actually be spent.
What's included
- Funding period records. Periods with their dates and released amounts held against the plan.
- Period-aware validation. Service dates checked against the covering period, and funds tested within it.
- Flexibility handling. Plans that permit movement between periods are modelled accordingly.
- Committed versus remaining. What is approved but not yet claimed is visible alongside what is left.
- PACE plan flags. Plans marked as PACE are treated under PACE rules throughout.
Who it's for
Every plan manager operating under PACE, which is now the operating model for new and reassessed plans. It matters most to teams managing participants with high-value plans, where the difference between plan budget and released funds is large enough to cause real rejections.
Getting started
Funding Periods & PACE is included in your Rostery plan and works the moment your data is in — there is no separate module to buy or set up. Book a demo and we will show it on your own workflows, and use Rostery's “Smart Switch” data migration to bring your existing clients, staff, shifts and notes across from your current software in minutes.
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Source
The rules this feature works to are set by NDIS — Pricing Arrangements and Price Limits, which is the authority on them and is updated more often than any page here.