Step 1: Verify Customer PACE Membership Status
Once PACE is confirmed on the SSA, determine whether the customer is already a PACE member.
How to Check Membership
Open the PACE Membership List
Search for the customer name
Step 2: If the Customer Is Already a PACE Member
✅ No additional membership agreement is required
Proceed with processing as normal under the PACE cooperative agreement.
Step 3: If the Customer Is Not a PACE Member
If the customer does not appear on the PACE membership list, they must complete a PACE membership agreement before the order can move forward.
Customers can sign up by completing a state‑specific PACE Interlocal Agreement .
Step 4: Provide the Correct State Membership Agreement
Identify the customer’s state
Provide the corresponding PACE Interlocal Agreement for that state
Instruct the customer to:
Download the agreement
Complete and sign it
Step 5: Upload the Signed Agreement to the Deal
Once the customer returns the signed agreement:
✅ Upload the signed PACE membership agreement directly into the deal
✅ Ensure the document is clearly labeled (example: “PACE Membership Agreement – Signed”)