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Consumer Directed Community Support (CDCS) Manual

Consumer Directed Community Support (CDCS) Manual


Financial management services (FMS)

This page does not include policy for unbundled service categories. For the new version of this page, refer to CDCS Manual – Unbundled service category: FMS.

Page posted: 10/15/18

Page reviewed: 3/20/23

Page updated: 3/20/23

Legal authority

Federally approved BI, CAC, CADI, DD and EW waiver plans, Alternative Care (AC) program (Minn. Stat. §256B.0913)

Unbundling project

Effective Feb. 1, 2025, DHS will start the rolling implementation of the CDCS unbundling project. The current CDCS policy and CDCS unbundling project policy will be in effect at the same time. For more information, refer to the Dec. 10, 2024, eList announcement.

This page does not include policy for unbundled service categories.

Definition

Financial management services (FMS): Services that provide help with financial tasks, billing and employer-related responsibilities for people who self-direct their services through consumer directed community supports (CDCS) or the Consumer Support Grant (CSG). FMS providers deliver these services. For information, refer to CDCS Manual – FMS providers.

Covered services

FMS providers perform vendor fiscal/employer agent (VF/EA) tasks. This means the FMS provider’s role is to support the person to fulfill their responsibilities in being the employer of their workers.

In this role, the FMS provider performs tasks that include, but are not limited to:

  • · Billing DHS and paying vendors or the person’s individual workers for authorized goods and services.
  • · Ensuring what the person spends their funds on follows the rules of the program and the lead-agency-approved plan.
  • · Helping the person obtain workers’ compensation.
  • · Educating the person on how to employ workers.
  • · Documenting and reporting all spending of program funds.
  • · Initiating background studies for workers.
  • · Filing federal and state payroll taxes for workers on the person’s behalf.
  • Additional resources

    CDCS Manual – FMS providers
    CDCS Manual – FMS document and reporting requirements
    CDCS Manual – FMS reports to lead agencies and people/families

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