Financial Management Services

The Vendor is required to provide integrated financial management services (FMS) to implement the community support waiver ((CSW) anticipated service start date of 10/01/2026) under a budget authority model.
- Transition and implementation:
•    This timetable shall be designed to demonstrate how the bidder will become operational from the date of notification of award.
•    Plan for the deployment and use of management, supervisory or other key personnel during the implementation period. 
•    The plan should show all management, supervisory and key personnel that will be assigned to manage supervise and monitor the bidder’s implementation of the contract the mobilization period. 
•    Clearly identify management, supervisory or other key staff that will be assigned only during the implementation period.
•    Emphasis should be on how any subcontractor identified will be involved in the implementation plan
•    A comprehensive plan for the provision of transitional services to participants.
•    Solutions for service continuity and background check integration.
•    Provide updates to key stakeholders regarding any transition and onboarding of new FMS provider.
- Financial management services
•    Verifying provider qualifications including ensuring the required background checks are complete prior to service provision,
•    Executing provider agreements with the participant’s hired staff, 
•    Facilitating electronic visit verification (EVV), 
•    Processing payroll for participant’s staff members, 
•    Filing quarterly taxes and reports on behalf of the participant, 
•    Maintaining worker compensation insurance, 
•    Ensuring providers meet training requirements as outlined in the Medicaid provider agreement, and other activities, 
•    Providing monthly reports to the participant, support broker, organizations, and state regarding the participant’s budget and service utilization; and 
•    Purchasing individual-directed goods and services (IDGS) authorized in the participant’s person-centered service plan.
•    Support the administration of all CSW services delivered under the participant-directed model, including personal care and other authorized services, as well as individual-directed goods and services (IDGS), in accordance with the approved waiver
•    Propose a plan, for an orientation and initial and remedial skills training to waiver participants and their representative, with detailed information on the processes involved in participant-direction including but not limited to:
o    The participant’s responsibilities, rights, and risks when self-directing their services
o    The responsibilities of the FMS in supporting the participant 
o    The process for recruiting and hiring providers 
o    Required qualifications for providers including background checks 
o    To identify what training they may need to provide to their staff 
o    To develop a back-up plan when care is not available
o    Electronic visit verification (EVV) and payroll processes
o    Providing participant and representative-employer with orientation and training on the requirements of the program and using FMS, self-directing their services, developing strategies for resolving issues related to self-direction, and understanding general Medicaid and non-Medicaid rights and responsibilities;
o    Language access and cultural competency.