What Info is Required on the Invoice?

The required information on an invoice depends on the type of vendor providing services.

Invoices for Local Business/Community Resource which provides services to the public, must include:

• Participant’s full legal name/ person served
• Vendors name as appears on W-9
• Service code under which services are provided (only one service code per invoice will be accepted)
• Service Dates
• Bill to: Ritz FMS
• Invoice Number and Date
• Ritz FMS accepts one invoice per month or quarterly invoice, if the frequency type differs, please communicate this with our team.

Invoices for a Business Entity, Regional Center Vendor, or an Independent Contractor whom only provides services to SDP Participant, and not the public:

• Participant’s full legal name/ person served
• Vendors name as appears on W-9
• Service code under which services are provided (only one service code per invoice will be accepted)
• Date each service/task was provided
• Hourly or daily rate charged by vendor
• Descriptions of specific service/task provided
• Total cost of the service/task provided
• A statement that all services specified in the invoice have been provided to the participant
• Must be billed to Ritz FMS

Note: When the participant and regional center vendor agree to use a vendored service in accordance with the traditional service program design, that regional center vendor may invoice at an hourly, daily or other rate. However, for those regional center vendors that are invoicing at a rate or unit different from their traditional services rate, the vendor shall bill in accordance with the more detailed requirements for SDP Providers that are not vendored by a regional center.