FMS Membership

Overview

The National Resource Center for Participant-Directed Services (NRCPDS) Financial Management Services (FMS) Membership at Applied Self Direction is open to Fiscal/Employer Agents and Agencies with Choice serving self-directed programs. As an FMS member, you will enjoy benefits such as:

  • Access to online member forums, issue briefs, and self direction trainings
  • Peer-to-peer learning opportunities
  • The chance to contribute to the development of FMS industry best practices
  • The opportunity to provide feedback to the Internal Revenue Service (IRS), Centers for Medicare and Medicaid Services (CMS), Department of Labor (DOL), and other federal agencies

To receive more information about the FMS Membership offering, please contact membership@appliedselfdirection.com.

If you are a current Member and would like to be added to the Membership e-mail distribution list, please contact membership@appliedselfdirection.com.

Benefits

FMS Membership benefits include: 

  • Feedback to Federal Agencies
  • Advocacy for Advancing & Expanding Self Direction
  • FMS Industry Best Practices & Opportunities
  • Written Resources
  • E-Mail Updates
  • Online Trainings
  • Member Webinars
  • Discussion Forums
  • Member-Only Website
  • Expansion of the Marketplace
  • Networking
  • Membership Committees
  • Public Policy Priorities
  • Online Directory
  • Conferences
  • Member Inquiry
  • Discounted Technical Assistance (TA) for Individualized Projects
  • New Benefits

Click here to learn more about our FMS Membership benefits. 

Dues

The FMS Membership year runs from July 1st- June 30th. You may join at any point on a prorated basis for the remainder of the Membership year.

Number of Participants Served Annual Dues
>=10,000 $15,000
7,000-9,999 $10,000
5,000-6,999 $7,000
3,000-4,999 $5,000
2,000-2,999 $4,500
1,500-1,999 $3,400
1,000-1,499 $2,850
<=999 $1,500

 

Application

You can apply for FMS Membership online here.

Directory

You can access the FMS Membership Directory here.   

Steering Committee

What is the FMS Membership Steering Committee?

The FMS Membership Steering Committee is a subgroup of FMS Members that advises the NRCPDS at Applied Self Direction on its Membership offering for FMS providers.

The FMS Membership Steering Committee was originally formed in September 2011. Over the 2011-2017 Membership Years, the founding Steering Committee Member organizations included Abilities in Motion, Acumen Fiscal Agent, Consumer Direct, Fiscal Assistance, Fogarty Center, Mains’l Services, and Public Partnerships, LLC. The 2011 founding Steering Committee established a set of Guiding Principles for all Members to follow to ensure open, honest, and productive collaboration.

As of the 2017-2018 Membership Year, FMS Member organizations are nominated and voted onto the FMS Steering Committee by the broad FMS Membership. As determined by the 2016-2017 FMS Members:

  • The FMS Membership Steering Committee has four size categories based on the number of self-directing participants served:
    • Small: Under 2,000
    • Medium: 2,000-8,000
    • Large: 8,000-15,000
    • Very Large: Over 15,000
  • The Steering Committee includes 2 Small organizations, 2 Medium organizations, 2 Large organizations, and 1 Very Large organization.
  • There is a two-year term limit for FMS Membership Steering Committee organizations.
    • Organizations must take one year off before rejoining the Steering Committee.
    • The only exception is if there are two or fewer Members interested in a size category, the existing Steering Committee Member is eligible for nomination without taking a year off.
  • Each FMS Membership Steering Committee organizations identifies two representatives to serve on the FMS Membership Steering Committee.

The NRCPDS does not provide Steering Committee Members with any sort of competitive advantage, including but not limited to recommendations or access to information.

What does the Steering Committee do?

The Steering Committee is gathered to perform several tasks, including:

  • Serve as a representative body for all FMS members.
  • Evaluate the NRCPDS’ Member Benefits and advise NRCPDS on their delivery.
  • Determine the public policy and expanding the marketplace priorities for FMS Membership each Membership Year.
  • Identify topics for one webinar, one discussion forum, and one written resource each Membership Year.

How does the Steering Committee operate?

The Steering Committee meets periodically by teleconference and in-person. The NRCPDS leads discussions around FMS Membership activities and the members of the Steering Committee provide feedback. The Steering Committee is not a voting or governing board.

Who is on the 2017-2018 Steering Committee?

FMS Member Organization

Size Category

Representative

Representative

Consumer Directions

Small

Shantel Jaszcak

Lisa Kampfer

MRCI

Small

Jennifer Drganc

Julie Lux

Acumen

Medium

J Auer

Scot McClinitic

Outreach Health Services

Medium

Steve Abshier

Heidi Davis

Consumer Direct

Large

Ben Bledsoe

Beth Peterson

iLIFE

Large

Amanda Cavanagh

Katherine Kasabuske

Tempus Unlimited

Very Large

Larry Spencer

Laura Fraticelli