CLIENT FAQ

  • We welcome you to submit an inquiry form located on our website. After the form is submitted, a Ritz representative will contact you within 5-10 business days.

  • Yes, interested participants are offered a spot in the next available month, with consideration of the status of having a signed spending plan. Our inquiry team can also assist with adding you to our standby list if a sooner start date is desired, and it is determined a signed spending plan would be completed in time.

  • Interested participants can select the month of their choice from our standby list and will be contacted by our team when an opening for this preferred month becomes available.

  • We require a spending plan signed by the Regional Center. To allow for ample time for employees and vendors to enroll, a signed spending plan will be requested by the 2nd Wednesday of the month prior to your start date.

  • Our employer burden is 19.45%.

  • Yes, we are currently taking budgets under $150,000

  • Please feel free to request the month of your choice, we will be happy to accommodate you on our standby list for the month of your selection.

  • An estimated month indicates that you may be moved to a different month if a signed spending plan is not submitted by the deadline. If you submit a signed spending plan before the deadline, you can turn it from an estimate into an official month.

  • Our team will contact you two months prior to your estimated start date for updates and to request a draft/signed spending plan to secure your estimated start month.

  • We will provide you with deadlines according to your estimate start month.

  • Your draft is your spending plan without signatures from the Regional Center. By providing us with a draft six weeks prior to your estimate start month, it will allow you to secure your spot.

  • Besides securing your place for your estimated start month. The draft will allow us to provide feedback or assistance if required.

  • Yes, if you would like to include them, we will.

  • No, you are not required to have an IF to be accepted as a client of Ritz FMS.

  • Yes, it can be downloaded here. Please be advised, your regional center may already have a template which must be used. Ritz FMS will provide a template as a tool, or if the regional center does not provide one.

  • A Ritz FMS coordinator will be assigned in the weeks leading up to the start of the spending plan. The coordinator will be in contact to begin enrolling/onboarding and provide more information on our process leading up to the start of the spending plan.

    The coordinator will become your primary contact at Ritz FMS and will continue with you after the start of the spending plan.

  • Ritz FMS cannot reimburse the SDP participant for any goods/services purchased. Purchases for goods/services on the spending plan must be made by Ritz and will only be made after the start of the spending plan year when your account has been made active. Detail is necessary to ensure your purchase request is not delayed. If a good/service is not listed on the spending plan or there are not enough details in the description, this includes quantity, your coordinator will need to email your service coordinator at the regional center to confirm if we can proceed with the purchase.