The Tax Operations for Reimbursements to Participants & Their Families webinar was held on 8/20/12 for NRCPDS FMS Members at Boston College. Mollie Murphy, the Center's FMS lead, presented on record-keeping and information returns when FMS... Read more
The following presentation and supplemental materials were created for a webinar on June 3, 2010 which outlined the strategic considerations for starting FMS in Community Living Programs (CLP) & Veteran-Directed Home and Community-Based... Read more
Tables of forms required for an Agency with Choice, to be used in conjunction with F/EA Requirements in the FMS toolkit.
Worksheet for monitoring the performance of a Fiscal/Employer Agent
Defining Your FMS Strategy/Completing Your FMS Readiness Review was conducted as part of the Veteran-Directed Home and Community-Based Services (VD-HCBS) Training Series in August 2011. This presentation defines FMS and its purpose, highlights... Read more
Checklist of things to do when contracting with an existing FMS provider.
The September 2009 Community LIving Program (CLP) TA call on Financial Management Services was facilitated by Mollie Grotpeter of the National Resource Center for Participant-Directed Services. These notes summarize discussion from the call.
Tables of forms required for an Agency with Choice, to be used in conjunction with Agency with Choice Requirements in the FMS toolkit
This February 2010 teleconference facilitated a peer-to-peer discussion of the pros and cons of AAAs performing their own financial management services to support self direction.
View the archived webinar... Read more
The following presentations are from the National Resource Center for Participant Directed Services (NRCPDS) 2015 Financial Management Services (FMS) Conference in Baltimore, MD.