No. We do not have a wait-list. But there is much more to choosing a FMS than just going with the one that doesn't have a waitlist. We encourage you to explore all your options and make an informed decision. We evaluate each prospective client's needs carefully and only take on a client if we're confident that we are the right match for their needs

Generally we support a maximum budget size of $125,000, but it doesn't mean we'll take any budget under $125,000. Becoming your FMS partner is about more than meeting some arbitrary cut off point for us. When you contact us, the entirety of your individual needs will be evaluated and we'll let you know if we can support you. Good news is we'll complete our evaluation and get back to you within 1 business day.

Absolutely. While it is always easier to switch your FMS at renewal, we are happy to accomodate a mid-year transfer. Usually FMS companies require having your final approved Spending Plan and authorization prior to setting you up in your system. This causes a significant "gap" in service as you'll be out of your old FMS and potentially waiting several weeks before you can even submit your Vendors to the new FMS to be set up. We allow you to create your account with us and start adding your vendors while you wait for that authorization. By the time your authorization comes in, you already have all your vendors setup and we just need a few days (could take up to 2 weeks) to setup your employees and you're off to the races.

You are free to change vendors to find a better fit for your needs without revising your plan. You can spend more than you had anticipated in your spending plan on a particular activity, by taking away from another activity within the same service code. In this case you only need to inform the regional center.

If you're going to spend on an activity that is not on your spending plan, you will need to provide a revised spending plan.

If you're going to spend more than allotted for a particular service code by taking from another service code, we will require you to provide a revised spending plan as well as new POS authorizations from the regional center.

We provide you live reports to help you determine whether or not you're on track with your spending within each service code so that you can work with your regional center ahead of time and avoid running out of funds in any service code.

You have real-time access to your spending data. Your monthly reports are immediately available on the first day of the following month, but you don't need to wait till the end of the month to know where you're at with your spending. You can login to your account at any time and see exactly how much you've already spent, what's pending, and what's coming up.