Service Resource Library
Financial Management Services (FMS) Overview
What Are Financial Management Services (FMS)?
Financial Management Services (FMS) support individuals who participate in the Self-Determination Program (SDP) by managing the financial and administrative responsibilities related to their services. An FMS provider helps ensure that funds are used appropriately, service providers are paid accurately and on time, and all expenditures comply with program guidelines.
How to Get Help
Talk with your Service Coordinator about Financial Management Services
Participation in FMS is required for individuals enrolled in the Self-Determination Program
How the Regional Center Helps
SARC supports individuals using FMS by coordinating oversight and ensuring services align with the Individual Program Plan (IPP) and Self-Determination Program requirements. SARC works in partnership with:
Individuals and families
Financial Management Services providers
Service providers and independent workers
The California Department of Developmental Services (DDS)
Your Service Coordinator
Each individual is assigned a Service Coordinator who supports coordination with the FMS provider. The Service Coordinator:
Explains the role of FMS within the Self-Determination Program
Assists with selecting an FMS provider
Ensures services and budgets are documented in the IPP
Monitors services for health, safety, and compliance
Serves as a liaison between the individual, FMS provider, and DDS when needed
Important to Know
An FMS provider is required for all SDP participants
FMS providers do not make service decisions; individuals and families choose their services
All payments must align with the approved IPP and individualized budget
FMS providers must follow state and federal regulations
Financial Management Services May Include
Depending on the FMS provider and individual needs, services may include:
Processing payments to service providers and independent workers
Managing payroll, taxes, and employment-related documentation
Tracking budgets and expenditures
Maintaining financial records and reports
Ensuring compliance with SDP and Medi-Cal requirements
Every Plan Is Different
FMS services are tailored to the individual’s budget, services, and support needs
Two individuals may work with the same FMS provider but use services differently
Ongoing Oversight and Support
FMS services are reviewed regularly through the IPP process. SARC works with individuals, families, and FMS providers to ensure financial accountability while supporting flexibility, choice, and self-direction.
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