PACE NATIONAL EXPANSION FROM 30 OCT 2023

DIA understands that the NDIA will in the coming days announce their intention to commence the PACE NATIONAL EXPANSION FROM 30 OCT 2023.

The NDIA have been developing a new CRM system based on Salesforce that they call “PACE”. The intention is that PACE will replace the current SAP based CRM system which we know has been far from ideal.

Whilst DIA supports the introduction of a new NDIA system, let’s be honest the current system is horrendous and does not befit a scheme of the scale or complexity as the NDIS, there are risks and DIA like many in the sector are very nervous given the risks.

DIA understands that all
 – New participants to the Scheme in across Australia will receive their first plan in the PACE system from 30 October 2023.
 – Existing NDIS participants across Australia will be migrated to the PACE system at the point of their natural / currently timed plan reassessment (plan review) from 30 October 2023.

Whilst the NDIA have pushed back the national rollout by a month, many providers remained significantly concerned about the risks of expanding PACE with limited time for providers to adequately be prepared for this significant system change.

DIA has previously discussed the rollout of PACE in Tasmania here.

Payment Portal

DIA understands that one element which is not changing during the “Test / Pilot” is that payment claims will remain through the myplace portal.

DIA also understands the current line-item codes will remain in place and will be “mapped” to the new Categories used in PACE in the background. On the one hand this is welcome as it reduces the need for providers to alter business systems to calibrate to new codes but also a leap of faith that the “mapping” will work seamlessly and flow correctly back to participants budgets.

One disappointing element of the “Test / Pilot” is the removal of the single claim functionality for transitioned and new participants in the myplace portal. During discussions between DIA and the NDIA, the Agency acknowledged the use and functionality of single claims but indicated that it is not the intention to reinstate this functionality in the new environment. As such all claims will need to be made via the Bulk Upload process.

Plan Manager and Participant Connection and Switching

In PACE Service Bookings are no longer and have been replaced by a “Participant Endorsed Provider” process. Essentially this process requires the Participant to notify the NDIA of their endorsed providers who will then be able to claim for the supports they deliver.

Changes to endorsed providers will be handled via the NCC (more on this later). Current providers with Service Bookings will be automatically rolled over to be endorsed providers, except for Plan Mangers! The participant will need to specify, via the NDIA, their plan management provider so they can act as the participants plan manager i.e. see budget details, claim as the plan manager on behalf of the participant and claim the (one-off) establishment fee and ongoing monthly fee.

Although there had been rumours swirling that Plan Managers and participants would be connected via an RFS process, this has been ruled out by the NDIA and is not in their plans for future releases.

This means that participants can endorse a plan manager at the planning stage or at any time during the course of their plan by calling the NDIA NCC.

The NDIA were less than committal on any guideline or documentation updates available to planners to facilitate the endorsement of a participant’s plan manger in the PACE environment.

The NDIA have outlined that participants can change / update their endorsed providers at anytime via the National Call Centre and this would take effect real-time. Endorsed providers would only be able to claim up to the date at which they were endorsed by the participant to deliver the support.

What isn’t clear is when a participant changes plan management providers where the former plan manger ceases and the new plan manager starts in relation to the responsibility of making claims on behalf of the participant.

The NDIA couldn’t provide DIA with a definitive answer as to whether this would occur on the date the participant makes the change, the invoice date or the support delivery date. This uncertainty raised the question of liability and compliance which the NDIA could obviously not answer.

Also, although unclear of where responsibility actually lies, the NDIA have stated that the previous plan manager would be able to claim against the participant plan for a period of 30 days after the participant has notified the NDIA of the change. There is a very real possibility that a participant could have two plan managers claiming against their budget with the “new” plan manager effectively blind for 30 days on any potential legacy claims, a difficult position to be in considering the compliance requirements placed on plan managers.

DIA has sort clarification from the NDIA on this important detail and will work with the NDIA to close this policy gap and requested that any compliance activities stemming from such a changeover situation to be paused whilst this policy issue is rectified.

Non-Registered Support Coordinators

Tasmanian Non-Registered Support Coordinators will need to create a PRODA account so that a participant can nominate them in the new Request for Service (RFS) process, which will now include non-registered support coordinators.

The NDIA have outlined a process of SMS notification to participants and or nominees which will be “gradually” implemented during the Test / Pilot in Tasmania.

Unregistered Support Coordinators will need to have a PRODA account so that participants can identify them through the RFS process. The NDIA have indicated that Support Coordinators without a PRODA account that a participant wished to nominated through the RFS process will be flagged and followed-up for setup.

This remains to be seen in practice, and DIA recommends all our Non-Registered members to be proactive and set up a PRODA account now. As a member if you require support to do this please contact DIA and we will support you to connect with the NDIA to set up a PRODA account.

What happens if it all goes wrong (see the NDIA’s 2016 CRM launch)

The NDIA have indicated that they have a range of contingencies from micro individual interactions to a full pause / wind back of the Test / Pilot.

Again, we don’t have any visual confirmation (Guide, FAQ’s etc) of these contingencies so we will see the effectiveness of the Agency’s preparedness when issues arise.

Issues are to be reported as they are now, via the NCC or Payments with the NDIA saying that these areas have been sufficiently “trained up” on the release of PACE.

This will be closely monitored by DIA and we will work with the NDIA to resolve issues quickly.

Two systems running at the same time

A downside to a slower release structure is that two systems will be “live”  at the same time – PACE and current SAP System.

As PACE rolls out providers will be forced to engage with two different systems, an issue and inefficiency for organisations with national or multiple state reach. Employees of providers will need to be proficient at dual systems with limited learning and development opportunities before going live on the 30 October 2023.

NDIA force sector to absorb development and implementation costs

Considering the price freezes, for the forth financial year in a row for  Plan Managers and Support Coordinators,  along with the requirement for Plan Managers and Support Coordinators to opperate peak efficiency to be viable, how the NDIA expects transition costs to be absorb by providers remains unanswered by the NDIA.

Many DIA members have reported that they feel like the implementation of PACE is being rushed which will result in the front-line intermediary support providers, once again, bearing the brunt of such change.

Resources and Information

The NDIA has develope a new website containing everything PACE. It can be accessed here: We’re introducing a new computer system and improving the way we work | NDIS Improvements

This site homes all of the content appropriate for participants and providers. All content within the site is appropriate for use nationally.

On page content

The site homes 20 different landing pages as follows:

Landing pages Type
How we can help | NDIS Improvements Microsite landing page
Making connections | NDIS Improvements Microsite landing page
Apply to the NDIS | NDIS Improvements Microsite landing page
Leave the NDIS | NDIS Improvements Microsite landing page
Understand your plan | NDIS Improvements Microsite landing page
Using your plan | NDIS Improvements Microsite landing page
Working with providers | NDIS Improvements Microsite landing page
my NDIS participant portal and app | NDIS Improvements Microsite landing page
Changing your plan | NDIS Improvements Microsite landing page
Participant events | NDIS Improvements Microsite landing page
Provider tools and resources | NDIS Improvements Microsite landing page
Working with participants | NDIS Improvements Microsite landing page
my NDIS provider portal | NDIS Improvements Microsite landing page
Claims and payments | NDIS Improvements Microsite landing page
Frequently asked questions – for providers | NDIS Improvements Microsite landing page
Provider events | NDIS Improvements Microsite landing page
How we’re improving | NDIS Improvements Microsite landing page
How we’re listening | NDIS Improvements Microsite landing page
What we’re doing next | NDIS Improvements Microsite landing page

 Each landing page has a number of subpages within it.

The following pages are subpages can be accessed from the landing pages above:

Page link Type
Claims and payments Microsite subpage
Provider tools and resources Microsite subpage
Checking your identity Microsite subpage
Children younger than 9 Microsite subpage
Consent for providers to see your plan Microsite subpage
Frequently asked questions for participants Microsite subpage
How we develop your plan Microsite subpage
How we make decisions Microsite subpage
Manage your plan Microsite subpage
New system improvements Microsite subpage
Participant consent viewing plans Microsite subpage
Participant-endorsed providers Microsite subpage
Participant-endorsed providers Microsite subpage
Paying for your supports Microsite subpage
People with disability aged over 9 Microsite subpage
Plan managers Microsite subpage
Support catalogue Microsite subpage
Support coordinators and psychosocial recovery coaches Microsite subpage

 

Other Resources

Within landing and subpages there are a number of resources, documents or guidance material.

This guidance material takes different forms- guidance information, resource materials, information packs, videos, and journey maps.

Some of this material has been newly developed for the purpose of the 3P roll out. Some of it is updated from previously developed content.

At the NDIA supporting documents are often created in both PDF and word documents. For the purpose of this document we have only included links for PDF versions of each document.

Please note, even though there are changes to the material that support process changes- there are no changes to how decisions are being made.

Newly developed material

Supporting document Type Page you can find it
Community Connections (PDF 169KB)  Our Guideline People with disability aged over 9
Information pack – what is consent – easy read PDF 3.90M Information pack Easy Read Consent for providers to see your plan
NDIS test in Tasmania provider information pack Information pack > Provider tools and resources
NDIS test in Tasmania provider information pack Information pack > Provider tools and resources
Support coordinator information pack.docx Information pack > Provider tools and resources
Support coordinator checklist.docx Checklist > Provider tools and resources
PACE technical documentation for providers (DOCX 628KB) Resource > Provider tools and resources
PACE technical documentation for providers (PDF 496KB) Resource > Provider tools and resources
What does day 1 look like – plan managers PDF Quick reference guide Plan managers
What does day 1 look like – plan managers DOCX Quick reference guide Plan managers
Overview of PACE for plan managers Video Plan managers
What does day 1 look like – support coordinators and recovery coaches PDF Quick reference guide Support coordinators and psychosocial recovery coaches
What does day 1 look like – support coordinators and recovery coaches DOCX Quick reference guide Support coordinators and psychosocial recovery coaches
Request for service demonstration Video Support coordinators and psychosocial recovery coaches
claims and payment checklist. Checklist Find an answer
Full report – NDIS test in Tasmania – insights from our evaluation report (DOCX 218KB) Report How we’re listening
Full report – NDIS test in Tasmania – insights from our evaluation report (PDF 372KB) Report How we’re listening
Plain English report NDIS test in Tasmania: insights from our evaluation report (DOCX 196KB) Report How we’re listening
Plain English report NDIS test in Tasmania: insights from our evaluation report (PDF 278KB) Report How we’re listening
Easy Read summary of NDIS test in Tasmania: insights from our evaluation report (DOCX 72KB) Report Easy read What we’re doing next
NDIS Support items mapped to PACE support category (XLSX 86KB) Resource Your budget
Summary of support category changes PDF Resource Support catalog
mapping of support items PACE support categories (XLSX 86KB). Resource Support catalog
Read the privacy notice. Privacy notice My NDIS participant portal and app
Terms and conditions Privacy notice My NDIS participant portal and app
My NDIS participant portal – how to register Video- this will be removed next week

My NDIS participant portal and app

 

My NDIS participant portal – how to sign in Video- this will be removed next week

My NDIS participant portal and app

 

My NDIS participant portal – how to reset your password Video- this will be removed next week My NDIS participant portal and app
My NDIS participant portal Video- this will be removed next week

My NDIS participant portal and app

 

 

The material listed below is previously existing content that has been updated to reflect any changes to systems and processes as a result of 3P national roll out : 

Supporting document Type Page you can find it
Mainstream and community supports – overview (PDF 156KB) 

Our guidelines

 

People with disability aged over 9
Mainstream and community supports – interfaces (PDF 331KB) 

Our guidelines

 

 

People with disability aged over 9
Justice System (PDF 216KB) 

Our guidelines

 

 

People with disability aged over 9
Early childhood approach (PDF 199KB) 

Our guidelines

 

 

Children younger than 9
How the NDIS can help you (DOCX 99KB) Participant booklet

Making Connections

 

Understanding and using your plan

 

Participant booklet Booklets and information packs |
Your privacy and information (PDF 248KB)

Our guidelines

 

 

Checking your identity
Applying to the NDIS DOCX 122.68K

Our guidelines

 

 

Apply to the NDIS

 

Leaving the NDIS PDF 283.76K

Our guidelines

 

 

Leave the  NDIS

 

What evidence you need to give us before we create your plan (PDF 426KB) Ex Factsheet How we develop your plan
What principles do we follow to create your plan? (PDF 153KB) 

Our guidelines

 

 

How we develop your plan
Creating your plan (PDF 384KB) 

Our guidelines

 

 

How we develop your plan
Reasonable and necessary (PDF 412KB)  

Our guidelines

 

 

How we make decisions
Social and recreation support (PDF 170KB)  

Our guidelines

 

 

How we make decisions
Work and study supports (PDF 220KB)  

Our guidelines

 

 

How we make decisions
Assistance animals including dog guides (PDF 363KB)  

Our guidelines

 

How we make decisions
Assistive technology (PDF 281KB)  

Our guidelines

 

How we make decisions
Vehicle modifications and driving supports (PDF 260KB)

Our guidelines

 

How we make decisions
Specialist Disability Accommodation (PDF 310KB)  

Our guidelines

 

How we make decisions
Supported Independent Living (PDF 229KB)  

Our guidelines

 

How we make decisions
Short Term Accommodation or Respite (PDF 148KB)  

Our guidelines

 

How we make decisions
Medium term accommodation (PDF 196KB)  

Our guidelines

 

How we make decisions
Individualised living options (PDF 280KB)  

Our guidelines

 

How we make decisions
Younger people in residential aged care (PDF 200KB)  

Our guidelines

 

How we make decisions
Home modifications (PDF 438KB)  

Our guidelines

 

How we make decisions
Disability-related health supports (PDF 242KB)  

Our guidelines

 

How we make decisions
Continence Supports (PDF 162KB)  

Our guidelines

 

How we make decisions
Diabetes management supports (PDF 168KB)  

Our guidelines

 

How we make decisions
Dysphagia supports (PDF 74KB)  

Our guidelines

 

How we make decisions
Epilepsy Supports (PDF 183KB)

Our guidelines

 

How we make decisions
Nutrition supports including meal preparation (PDF 223KB)

Our guidelines

 

How we make decisions
Podiatry and foot care supports (PDF 54KB)  

Our guidelines

 

How we make decisions
Wound and Pressure Care Supports (PDF 170KB)  

Our guidelines

 

How we make decisions
Your plan DOCX 95.35K

Our guidelines

 

Using your plan

 

Child representatives (PDF 86KB) 

Our guidelines

 

Consent for providers to see your plan
Appointing a nominee (PDF 97KB) 

Our guidelines

 

Consent for providers to see your plan
How to claim from my plan PDF189.79K Participant guide/booklet Paying for your supports
Reviewing our decisions PDF 454.22K

Our guidelines

 

Changing your plan

 

Changing your plan PDF 305.54K

Our guidelines

 

Changing your plan

 

Form – recovery coach progress report DOCX Report Support coordinators and psychosocial recovery coaches
Form – recovery coach implementation report DOCX Report Support coordinators and psychosocial recovery coaches
Form – support coordinator progress report DOCX Report Support coordinators and psychosocial recovery coaches
Form – support coordinator implementation report DOCX Report Support coordinators and psychosocial recovery coaches
What does day 1 look like – NDIS providers (PDF) Quick reference guide > Provider tools and resources
Accessible end-to-end journey for new participants – provider role (DOCX 288KB) End-to-End map > Provider tools and resources
Accessible end-to-end journey for existing participants – provider role (DOCX 292KB) End-to-End map > Provider tools and resources
Provider portal system and error messages guide (PDF 592KB) Guide My NDIS provider portal
The new my NDIS provider portal Video

My NDIS provider portal

 

myplace provider portal step by step Guide > Claims and payments

 

 

Unchanged material

The material listed below is previously developed material located on the microsite but has no changes as a result of PACE.

Supporting document Type Page you can find it
Bulk Payment Request template (CSV 1KB) Template > Claims and payments
Bulk Payment Request self-help guide (DOCX 2.2MB). Guide > Claims and payments
How to make a bulk payment request Video > Claims and payments
Product catalogue settings PDF Resource Support catalog

 

 

 

 

NDIA Face to Face PACE Sessions

You can book for these sessions directly from the below links. Alternatively, we expect these to be available shortly on the NDIS website at: Latest events | NDIS

Date Location Eventbrite link
15/8/23

Wollongong – all Providers

Venue – Novotel Wollongong North Beach

Wollongong PACE information Session For all NDIS Providers Tickets, Multiple Dates | Eventbrite
22/8/23

Darwin – all Providers

Venue – Hilton Darwin

Darwin PACE information session for all NDIS Providers Tickets, Multiple Dates | Eventbrite
24/8/23

Alice Springs – all Providers

Venue – Alice Springs Convention Centre

Alice Springs PACE information session for all NDIS Providers Tickets, Multiple Dates | Eventbrite
29/8/23

Adelaide – General providers

Venue – Adelaide Convention Centre

Adelaide PACE information Session for General Providers Tickets, Tue 29/08/2023 at 9:00 am | Eventbrite
 

Adelaide – Plan Managers

Venue – Adelaide Convention Centre

Adelaide PACE information session for Plan Managers Tickets, Tue 29/08/2023 at 12:00 pm | Eventbrite
 

Adelaide – Support Coordinators

Venue – Adelaide Convention Centre

Adelaide PACE information session for Support Coordinators Tickets, Tue 29/08/2023 at 3:00 pm | Eventbrite
30/8/23

Cairns – all Providers

Venue – The Rydges Cairns

Cairns PACE information Session For all NDIS Providers Tickets, Multiple Dates | Eventbrite
31/8/23

Perth – General Providers

Venue – QT Perth

Perth PACE information Session for General Providers Tickets, Thu 31/08/2023 at 9:00 am | Eventbrite
 

Perth – Plan Managers

Venue – QT Perth

Perth PACE information session for Plan Managers Tickets, Thu 31/08/2023 at 12:00 pm | Eventbrite
 

Perth – Support Coordinators

Venue – QT Perth

Perth PACE information session for Support Coordinators Tickets, Thu 31/08/2023 at 3:00 pm | Eventbrite
1/9/23

Brisbane – General Providers

Venue – Brisbane Convention Centre

Brisbane PACE information Session for General Providers Tickets, Fri 01/09/2023 at 9:00 am | Eventbrite
 

Brisbane – Plan Managers

Venue – Brisbane Convention Centre

Brisbane PACE information session for Plan Managers Tickets, Fri 01/09/2023 at 12:00 pm | Eventbrite
 

Brisbane – Support Coordinators

Venue – Brisbane Convention Centre

Brisbane PACE information session for Support Coordinators Tickets, Fri 01/09/2023 at 3:00 pm | Eventbrite

All DIA members will be supported and should you run into any issues during the introduction of the PACE System please reach out to us (info@intermediaries.org.au) for support. 

DIA is a members-based organisation. We are only able to do the work that we do because of the ongoing support of our members. Thank you to all DIA members that continue to support the work we do. If your a provider delivering Support Coordination or Plan Management are not yet a member, you should consider joining.