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FMS Membership

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Financial management services (FMS) membership is open to fiscal entities serving participant-directed programs. As an FMS member, you will enjoy benefits such as:

  • Access to online member forums, issue briefs, and Participant Direction 101/201 webinars
  • Peer-to-peer learning opportunities
  • The chance to contribute to the development of FMS industry best practices
  • The opportunity to provide feedback to the IRS and other federal agencies

To receive more information about the FMS membership offering, please contact Membership Specialist Molly Morris at membership@participantdirection.org or 617-552-1663.

Directory of current FMS members:

You may also access the following resources:

Upcoming Events for FMS Membership

CANCELLED: FMS Member Forum
Topic: Revenue Procedure 2013-39

This quarter’s FMS Member Forum will be a follow up to FMS Lead, Mollie Murphy’s presentation on the recently released IRS Revenue Procedure, 2013-39. Mollie and Policy Analyst, Lucia Cucu, will provide updates to FMS members as well as share scenarios on how the Revenue Procedure is applied. There will be time reserved at the end of the presentation for any questions you may have.
Date: TBD
Time: TBD
Click here to RSVP

Participant Direction 201 Training
Topic: CMS Waiver Regulations

Suzanne Crisp, NRCPDS Director of Program Design and Implementation, and Lucia Cucu, NRCPDS Policy Analyst, will present this year’s Participant Direction 201 online training for both FMS and state agency members. This upcoming session will focus on highlights of the recently released Centers for Medicare & Medicaid Services (CMS) final rule, CMS 2249-F and its impact on participant-directed services. The intent of this rule is to ensure that individuals receiving services through Medicaid authorities 1915c, 1915i and 1915k programs have full access to the benefits of community living and to enhance their quality of life. The rule provides states the option to combine multiple target populations in a single waiver. The rule also defines person-centered planning requirements. FMS members will have the opportunity to share their questions and comments during this webinar.
Date: Wednesday, April 30, 2014
Time: 3:00-4:00PM EST
Click here to RSVP

FMS Membership FAQ

Frequently Asked Questions

Q1: Why is the NRCPDS qualified to convene a membership offering for Financial Management Services (FMS) providers?

Q2: What types of benefits will my organization receive through FMS Membership?

Q3: What is posted in the members-only area on the website and how can I gain access? 

Q4: Who can become a member?

Q5: How can my agency apply for membership?

Q6: What is the value of being a member?

Q7: Why do you charge membership dues?

Q8: Do you offer any discounts on FMS membership dues?

Q9: Who should serve as the two representatives for our organization’s membership?

Q10: When does my membership begin?

Q11: I have more questions about membership, who can I contact?

1. Why is the NRCPDS qualified to convene a membership offering for Financial Management Services (FMS) providers?

A: The NRCPDS has more than a decade of experience making participant direction a reality across the nation. The Center builds on the lessons learned from the successful Cash & Counseling program, which has been implemented in 15 states.

At the Center, members of our staff are leading experts in the area of Financial Management Services and provide technical assistance in this area to participant-directed programs across the nation.  The NRCPDS has hosted the biennial FMS Conference since 2005, the only FMS industry conference of its kind.

In order to develop a membership track for FMS providers, the NRCPDS convened a steering committee comprised of six organizations representing the FMS industry to lend their expertise.  The steering committee developed a set of guiding principles for the FMS membership outlining the basic responsibilities of members and the NRCPDS.

2. What types of benefits will my organization receive through FMS Membership?

A:  Benefits include access to issue briefs, webinars, and the opportunity to contribute to a FMS industry code of standards and provide feedback to key federal stakeholders including the IRS.  See the full benefits list.

3. What is posted in the members-only area on the website and how can I gain access?

A:  In the members-only portion of our website, FMS members will gain access to resources available only to this select audience including issue briefs, FMS Member Forum recordings, and more. 

Member agency representatives will be given a username and password to access the member section upon approval of membership.  If you’re considering membership and would like a preview of the member area of the website, please contact us.

4. Who can become a member?

A:  FMS members must meet specific criteria in order to join:

  1. The FMS provider has a current contract in good standing* with a participant-directed program
  2. The FMS provider serves at least one program with either employer authority, budget      authority or both
  3. The FMS provider has served at least one participant-directed program for at least two full years and one full tax year
  4. If the prospective member is a Fiscal/Employer Agent, they file and deposit Federal taxes in the aggregate on behalf of program participants using a separate Employer Identification Number specifically for Fiscal/Employer Agent filings and deposits
  5. If the FMS provider provides Agency with Choice services, the Agency with Choice meets all of the following 5 components of a participant-directed Agency with Choice:

  • The agency acts as the joint employer of workers referred by the participant
  • The participant retains the right to recruit, select, train, supervise, and dismiss his/her workers
  • The agency serves as the employer for tax filing and depositing purposes
  • The agency manages either each participant’s budget or each participant’s service authorization on an individual basis
  • An agency obtains professional liability insurance, general liability insurance, and workers’ compensation policies to cover workers where applicable

* “Good standing” will be determined based on a conversation with the contract administrator for a participant direction program provided by the applicant.  NRCPDS will inquire with the contract administrator about the applicants’ performance and, based on the information provided, determine if the FMS provider applicant is in good standing.

If you are a participant and direct your own services, you may join the National Participant Network.  If you represent a state-level agency, you are eligible for our Program Membership option. 

If you are still interested in membership and do not fit in one of these categories, please contact us.  We are interested to learn about your needs and determine how we can help.

5. How can my agency apply for membership?

A:  In order to apply, please complete our application and submit via mail or e-mail to the following:

                                        Molly Morris, Assistant Director of Membership and Programs
                                        NRCPDS, Boston College
                                        314 Hammond Street
                                        Chestnut Hill, MA 02467
                                        membership@participantdirection.org

Please contact us at membership@participantdirection.org for an accessible version of the application.

6. What is the value of being a member?

A:  As the convener of this membership, the NRCPDS will facilitate the group’s efforts to promote participant direction and provide educational opportunities and access to our Center’s wide array of resources. Membership will help you:

  • Stay on top of national and state policy and program developments for participant direction and provide feedback to key stakeholders
  • Get practical assistance and educational support in the FMS field
  • Connect with peers in the FMS industry

7. Why do you charge membership dues?

A:  We recognize that businesses are currently operating during difficult budget times and therefore we strive to maintain our dues at a low cost.  Membership dues serve to cover the cost of providing member benefits.  Dues rates are determined based on the number of participants your organization serves, please see our application for specific rates. 

We also provide many free resources on our website including access to the larger NRCPDS library, videos on participant direction, and an online program map that depicts the availability of participant direction across the country

8. Do you offer any discounts on FMS membership dues?

A:  For FMS providers who currently subscribe to FMS Turbo, a subscription service offered by Annkissam, the NRCPDS will provide a $100 discount for member dues.

Not already an FMS Turbo subscriber?  Contact us to learn more about how to qualify for a discount.

9. Who should serve as the two representatives for our organization’s membership?

A:  Staff members at any level may serve as an organization representative for the FMS membership.  We recommend that member organizations select at least one leadership level staff person to serve as a representative.

Organization representatives will serve as the primary contact with the NRCPDS and gain access to our member-only area of the website.

10. When does my membership begin?

A:  Membership and access to benefits begins immediately upon approval of your organization’s application.  Please allow two weeks for the review of member applications, or longer as needed to contact your program reference.  Annual dues payment must be received within 90 days of membership approval. 

11. I have more questions about membership, who can I contact?

A: Please contact our Assistant Director of Membership and Programs, Molly Morris, with your questions.  Molly may be reached at 617-552-1663 or membership@participantdirection.org


National Resource Center for Participant-Directed Services
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