PACE^® Financial Planning Tools

The PACE Financial Planning Tools consist of detailed development case studies, a financial proforma model, a baseline scenario, and the PACE business planning checklist.  These tools help organizations assess the viability of developing a PACE program and present their plans for PACE development to others, including external investors.  These tools will help expanding PACE organizations explain PACE from a financial planning point of view.

• Business Planning Checklist for New PACE Programs – a checklist that assists in the organizing of information, assumptions and analyses related to the initiation or expansion of a PACE program
• Alexian Brothers Community Services, Chattanooga, TN Case Study – provides a detailed account of the start-up experience of the Alexian Brothers Community Services PACE program in Chattanooga, TN
• Total Longterm Care, Denver, CO Case Study – provides a detailed account of the start-up experience of the Total Longterm Care PACE program in Denver, CO
• PACE Financial Proforma Baseline Scenario (Members Only) – a detailed financial scenario reflecting the cost and revenue experience of successful operating PACE programs
• PACE Financial Proforma (Members Only) – an interactive tool for creating a financial projection that will help your organization determine the preliminary financial viability of a Program for All-inclusive Care for the Elderly (PACE program)
• PACE Financial Proforma User’s Guide (Members Only) –This guides offers step-by-step instructions on how to use the financial model

If you have questions regarding these resources please contact Robert Greenwood at (703) 535-1522 or Robertg@npaonline.org.