Program of All-Inclusive Care for the Elderly (PACE): Support for States with PACE Monitoring and Oversight

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For states with established PACE programs, Myers and Stauffer provides comprehensive oversight and monitoring support to state administering agencies (SAAs) to confirm regulatory compliance, financial sustainability, and high-quality participant outcomes. Our services combine structured state-defined assessments, data-informed monitoring, value-based payment support, with clinical, financial, and operational technical assistance and a deep understanding of the industry to support effective stewardship as PACE programs mature and evolve.

Questions for States Monitoring PACE

Do you have consistent performance across quality, financial, and operational areas?
Are your monitoring and oversight processes timely, standardized, and proportional to risk?
Are you using oversight findings to drive improvement, not just compliance?

PACE Organization Readiness, Operationalization, and Compliance Reviews

We support states through structured assessments and state readiness reviews to confirm PACE organizations meet federal and state requirements. Our approach includes administrative, financial, operational, and clinical reviews of PACE organization applications, policies and procedures, pre-operational readiness and operational assessment. We offer constructive feedback to support learning, compliance and readiness.

Our support includes review of PACE organization applications to both states and CMS; PACE organization-prepared fiscal projections and financing strategies, comprehensive administrative, financial, and operational reviews; on-site readiness reviews with critical clinical assessments that are aligned with federal regulations; and review of policies and procedures related to participant rights, infection control, transportation, dietary services, personnel qualifications, and overall participant safety.

Ongoing Provider Oversight and Monitoring Performance

We provide ongoing oversight to help states monitor PACE organization clinical, financial, and operational performance over time. Myers and Stauffer conducts periodic announced and unannounced on-site assessments, remote document reviews, and medical record reviews to evaluate compliance, sustainability, service delivery, and quality of care. These activities help identify risks early and promote access, transparency, and consistent performance across providers.

Financial Oversight, Sustainability, and Rate Monitoring

Myers and Stauffer assists in monitoring the financial health and sustainability of PACE organizations through financial reviews, cost analysis, and rate adequacy assessments. This work supports early identification of financial risk and helps confirm that PACE capitation payment methodologies align with agency goals and objectives.

Value-Based Payment and Incentive Program Support

We support states in designing and implementing value-based payment and incentive approaches for PACE programs. Support includes identifying meaningful clinical, financial, and operational performance measures; aligning incentives with desired outcomes; and integrating performance metrics into oversight and payment strategies that promote continuous improvement.

Data, Quality Metrics, and Monitoring Infrastructure

Myers and Stauffer assists states with the design of clinical, financial, and operational data sets, collection tools, performance metrics, and reporting structures tailored to address state priorities. We maintain secure monitoring portals and dashboards that enable efficient information exchange, data visualization, and trend analysis across multiple time periods and domains.

Clinical, Financial, and Operational Technical Assistance and Advisory Support

We provide technical assistance and advisory support to state agencies and PACE organizations throughout program operations. Our multidisciplinary team, including clinicians, former PACE directors, and subject matter experts, support monthly PACE organization meetings, assist SAAs with research and guidance, CMS interactions, system issues, quality assurance, and other targeted assistance to address emerging clinical, financial, or operational challenges. Some examples of technical assistance include the following:

Strategic planning.
Stakeholder engagement.
State Plan Amendments.
State policy updating or development.
Procurement assistance.
Rate setting and AWOP consulting.
Budget projections.
Legislative analysis.
Training.
Infrastructure assessment.
Tool development.
Medicare PACE/dual-eligibility issues.
Risk assessment.
Medicaid spend-down and post-eligibility treatment of income issues.

After Myers and Stauffer hosted a PACE forum in 2023, many of the PACE attendees suggested the idea of a dedicated workgroup for PACE professionals to network and communicate with peers.
Driven by the shared spirit of empowered innovation sparked at the event, we created the PACE Multi-State Learning Collaborative (PMLC).
The defining concept was to provide a safe place for you and others to share experiences, learn about other governmental agencies’ processes, compare approaches to PACE programs, and benefit from lessons learned.
The PMLC workgroup was designed to develop, share, and advance PACE best practices. It provides opportunities for learning and collaboration among state agency PACE leadership and offers a space for resource sharing.
To learn more and inquire about joining the group, please fill out this inquiry form.

Why Myers and Stauffer?

Established in 1977, Myers and Stauffer is a nationally based consulting and certified public accounting firm. For nearly 50 years, we have worked exclusively with government health and human services agencies to help them accomplish their most critical goals for the nation’s most vulnerable people.

Backed by disciplined professionals who meet the highest ethical and compliance standards, we continue to forge strong partnerships with our clients, built on trust earned through a long history of strong performance and exacting execution. We help clients – state agencies and CMS – meet their goals one engagement at a time. Each is a rewarding chapter in our ongoing effort to support health and human services programs nationwide.

Our newest PACE initiative, the PACE Multi-State Learning Collaborative, was created from the ground up to drive high-level thought leadership and sharing among state agency leadership. This dynamic and state-focused program, the only one of its kind in the country, now includes participants from more than 30 states, addressing more than 85 percent of all PACE participants nationally.

We are purposeful and mission-driven. The values that inspire us inform everything we do in support of government programs and the clients who administer them.