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Financial Management 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:

2015 Financial Management Services Conference

The 2015 FMS Conference will be held November 9 & 10, 2015 in at the Hyatt Regency in Baltimore, MD. Visit the 2015 FMS conference site to register. You may click here to view the 2013 FMS conference presentation slides.


National Resource Center for Participant-Directed Services
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