SDP Spending-Plan Changes

SDP Spending-Plan Changes

Below is information regarding spending-plan changes that may be helpful.

Overview of spending-plan changes:
During the participant's SDP budget year, there may be a desire to explore new services or move funds from one service category to another. A participant is able to move up to 10% of the amount originally assigned in one budget category to another category without requiring input from the planning team or triggering an IPP meeting. Spending-plan changes exceeding 10% require Regional Center authorization. Remember, all services and supports must still satisfy IPP goal(s).

An important note: Although spending-plan changes of 10% or less don't require Regional Center "authorization," they must still be informed of the change so that the adjustment can be appropriately processed in the Regional Center's accounting system.

Timeframe of changes:
Spending-plan changes require some pre-planning, as they are not "instant." Spending-plan changes can take 1 - 3 months for a Regional Center to process. It is important to plan your services accordingly, and notify FMS Pay timely if a spending-plan change is desired.

Requesting a spending-plan change:
Ideally, the participant or their Independent Facilitator contacts FMS Pay and informs them of the desire to change the spending-plan. This allow FMS Pay to appropriately track and monitor the spending-plan change and adjust the participant's balances as appropriate.

Your Regional Center Service Coordinator will need to process your spending-plan change in the Regional Center's accounting/authorization system. FMS Pay is happy to reach out on your behalf, or if you wish to initiate, we kindly ask you inform us or "cc" connect@fmspay.com

If you have any questions, please submit a help ticket.

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