National Resource Center for Participant-Directed Services

Financial management services (FMS) are a support function to help participants and their representatives use participant-directed services.

The primary duties of a FMS provider are to:

• Provide protections and safeguards for participants, their representatives and program administrative agencies.
• Complete financial transactions on behalf of participants in accordance with spending plans, authorizations and/or program rules. (This could include paying workers, agencies or other goods and services vendors.)
• Generate reports for individuals and program administrative agencies showing financial transactions, spending plan data and other information applicable to the program.

For more information:

• If you are new to FMS, watch our FMS 101 video.
• If you work for an FMS agency and are considering FMS membership, read this overview.
• Visit our Tools & Resources for extensive materials on FMS best practices and guidelines.

2013 Financial Management Services Conference

The 5th Biennial FMS Conference will be held November 4 & 5, 2013 in at the Hyatt Regency in Baltimore, MD.  For more details visit the conference webpage at: FMS Conference website

View the conference materials.