FMS provider reporting frequency to lead agencies and people/families
The information on this page is separated into the following categories of reporting:
The frequency of reporting listed represents the minimum standard.
Spending summary contents
Type of report | FMS reporting frequency to lead agencies | FMS reporting frequency to people/families |
Person’s total yearly budget amount | Quarterly | Monthly |
Amount budgeted in each service category | Quarterly | Monthly |
Amount used in each service category | Quarterly | Monthly |
Balance remaining in each service category | Quarterly | Monthly |
Total budget used | Quarterly | Monthly |
Total budget remaining | Quarterly | Monthly |
Percent of budget spent, year-to-date | Quarterly | Monthly |
Prorated percent of budget spent, year-to-date (This is 1/12th of budget multiplied by the number of months, year-to-date) | Quarterly | Monthly |
Projected worker costs (i.e., how quickly staffing dollars will be spent if current staffing usage continues) | Quarterly | Monthly |
Payments made to vendors in the reporting period, including good(s), units and dollars | Quarterly | Monthly |
Overspending and underspending reports
Type of report | FMS reporting frequency to lead agencies | FMS reporting frequency to people/families |
When the person overspends his/her total budget: Generate a report when a person has spent his/her total budget by more than 15 percent of what the prorated year-to-date budget should be | Monthly | Monthly |
When a person overspends his/her staffing budget: Generate a report when a person has spent his/her total staffing (i.e., worker) budget by more than 15 percent of what the prorated year-to-date budget should be | Monthly | Monthly |
When a person underspends his/her total budget: Generate a report when a person has spent less than 50 percent of what the prorated year-to-date budget should be | Monthly | Monthly |
When a person underspends his/her staffing budget: Generate a report when a person has spent his/her total staffing (i.e., worker) budget by less than 50 percent of what the prorated year-to-date budget should be | Monthly | Monthly |
Wage reports
Type of report | FMS reporting frequency to lead agencies | FMS reporting frequency to people/families |
Hourly wages paid: Lowest to highest and average wage paid | As requested | N/A |
Overtime: Any overtime paid during the report period (This includes overtime paid for parents of minor and spouses) | Monthly | Monthly |
Parents of minors/spouses: Summary of numbers of hours per week being paid for each parent of a minor and spouse | As requested | N/A |
Other required reports
Type of report | FMS reporting frequency to lead agencies | FMS reporting frequency to people/families |
Year-to-date usage and balances reminaing for each service category, by person | As requested | N/A |
Number of people served by the FMS for the lead agency requesting information | As requested | N/A |
Total number of people the FMS serves in the state | As requested | N/A |
Names of workers and hours submitted, by person | As requested | N/A |
All notices sent to the person by the FMS that request missing information, such as: | As requested | N/A |
Initial budgeted amount for each service, by person | At start of service | N/A |
Fee changes to the FMS service, by person | At any change | N/A |
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