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Consumer Directed Community Support (CDCS) Manual

Consumer Directed Community Support (CDCS) Manual


CDCS unbundled service category: Financial management services (FMS)

For the previous version of this policy (i.e., before unbundling), refer to CDCS Manual – CDCS service category: FMS.

Page posted: 12/10/24

Page reviewed:

Page updated:

Legal authority

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

Unbundling project

This page includes CDCS unbundled service category policy. When a person transitions to the unbundled CDCS service categories, they will use the policy on this page.

For information about who must use this new policy, refer to the Dec. 10, 2024, eList announcement.

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 CDCS or the Consumer Support Grant (CSG). FMS providers deliver these services. For information, refer to CDCS Manual – FMS providers (unbundled).

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 (unbundled)
    CDCS Manual – FMS document and reporting requirements (unbundled)
    CDCS Manual – FMS reports to lead agencies and people/families

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