DRAFT — not yet reviewed by legal counsel. Do not rely on this as a final or compliance-approved policy.
Last updated: [DATE]
Abrite FMS is operated by Brighter Vibes LLC, a state-vendored Financial Management Services (FMS) provider (Service Code 490) for California's Self-Determination Program (SDP). We act as a bill-payer / fiscal agent, managing Medicaid funds on behalf of program participants and their regional centers.
We use this information to verify and pay vendor invoices from participant budgets, generate monthly expenditure reports, maintain audit-grade financial records for regional center review, and comply with state and program requirements.
Participant and financial data is stored in Supabase (Postgres) with row-level security enabled. Every create, update, and delete action is recorded in an audit log with the acting staff member, timestamp, and change details. We do not store participant data in browser local storage.
[PLACEHOLDER — retention period to be specified per state and regional center recordkeeping requirements.]
California residents may have rights under the CCPA regarding access to and deletion of personal information. Because this system maintains audit-grade financial records required for regulatory and fiduciary purposes, some records may be exempt from deletion requests while retention obligations apply. [PLACEHOLDER — confirm exact scope with counsel.]
Questions about this policy: support@abritefms.com