Dues Paid thru Date

This process selects members who have a dues paid thru date PRIOR to a monthend date you provide.

You are now asked for the monthend date that you want to use.

Include members with paid thru date before (MMDDYYYY)? ________

Enter a date in MMDDYYYY format.

The date must be a monthend date, i.e. the last day of a month.

Selection Criteria Correct

You are asked if your selection criteria is correct.

+Selection Criteria Correct?+ | Yes | | No | +---------------------------+

Select "Yes" if the selection criteria is correct, and you want to continue.

Select "No" to return to the previous prompt.

Report or Change

You are asked if you want to create a report of the selected members, or if you want to change the selected members to conditional withdrawal.

+--------------Report or Change---------------+ | Report of Members to be Changed | | Change Members to Conditional Withdrawal | +---------------------------------------------+

Select "Report of Members to be Changed" to create a report listing of the members selected.

Select "Change Members to Conditional Withdrawal" to proceed with changing the selected members to conditional withdrawal.

20.2.1 Creating a Report of Members to be Changed

Sort Option

You are asked how you want to sort the selected members for the report.

+--------Sort by---------+ | Member Name | | Member ID | | Employer | | Dues Paid Thru Date | | Class | +------------------------+

Select one of the sort options.

Proceed

You are asked if you want to proceed with creating the report.

+Proceed to Create Report+ | Yes | | No | +------------------------+

Select "Yes" to create the report.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes" the report is generated.

Report Example

The following is an example of a report of members who have a paid thru date prior to March 31, 2002:

07/04/2010 United Brotherhood of Carpenters and Joiners of America Page 1 Members Selected for Mass Conditional Withdrawal Sorted by Member Name Off- Member ID ice? Member Name Class Employer Paid Thru ----------- ---- ------------------------- ---------- --------------- ---------- U-1744-0683 Acorn Jr, Sam R MEMBER JOHNSON 06/30/2010 U-3933-9251 Apple, Candy MEMBER JOHNSON 08/31/2010 U-4933-9411 Appleby, Jackie MEMBER JOHNSON 07/31/2010 U-4766-4857 Barns, Pete MEMBER JOHNSON 07/31/2010 U-8000-1448 Bear, Jake R MEMBER JOHNSON 08/31/2010 U-1933-0245 Y Board Sr, Carl L MEMBER JOHNSON 05/31/2010 U-3207-6513 Coins, Jake R MEMBER JOHNSON 07/31/2010 U-4688-6519 Y Cook Jr, Sandy D MEMBER JOHNSON 08/31/2010 Total Members Selected : 8

20.2.2 Changing Members to Conditional Withdrawal

If you select the "Change Members to Conditional Withdrawal" option, you are asked for the following information.

Effective Date

You are asked for the effective date of the conditional withdrawal.

Effective Date of Conditional Withdrawal (MMDDYYYY)? ________

The default date is one month prior to the entered dues paid thru date.

Press [Enter] to accept the default effective date, or enter an effective date in MMDDYYYY format.

The effective date must be prior to the entered dues paid thru date.

Change Members

The members are selected, and you are asked if you actually want to change the members to conditional withdrawal.

+Change 5 to Conditional Withdrawal Effective 07/31/1999+ | Yes | | No | +-------------------------------------------------------+

Select "Yes" to change the selected members.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the selected members are changed to conditional withdrawal (CONWITH), or dropped (DROPPED) depending on their classification.

The MEMGOINITDISP - Change Mbr GO Init Disp Flag menu option is used to change member information regarding initiation under General Office initiation fee dispensation.

This option allows you to change whether a member was originally initiated under a General Office dispensation or not.

If a member WAS originally initiated under a General Office dispensation, this option allows you to change this to "No". If a member was NOT originally initiated under a General Office dispensation, you can change this to "Yes".

| Member and Dues Processing | | NEWMEM New Member Entry | | PAYCHRG Member Payments, Charges Entry | | CHANGE Member Maintenance | | IDCHANGE Member SSN/SIN Change | | MOVEWALKIN Move Walk-in to Member | | MEMNOTES Member Notes | | ALTCONTACT Alternate Contact Maintenance | | DUESCLASSCHA Future Dues/Class Change Maint | | CONWITH Mass Conditional Withdrawal | | MEMGOINITDISP Change Mbr GO Init Disp Flag |

This chapter describes how to change the General Office initiation fee dispensation flag.

21.1 Change GO Initiation Dispensation Flag Entry Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Member : Init Date: Entered to ULTRA: Initiated Under GO Init Fee Dispensation : Has Had Billing Transactions : Local Has Charged Initiation Fee : Member name or ID? ____________________________________________________________ <ESC>=Exit Change Member GO Init Disp <F2>=Back <F1>=Help

21.2 Change GO Initiation Dispensation Flag Entry Prompts

Member Name/ID

You are asked for the member name or member ID.

Member name or ID? ____________________________________________________________

Enter the name or ID of the member that you want to process.

After the member name or ID is entered, the following information is displayed:

member's current initiation date
actual date the member was entered or re-initiated on ULTRA
whether or not the member was initiated under a General Office initiation fee dispensation
whether or not the local has already been billed on a monthly statement for the month of this member's entry, or if a backdated activity transaction for billing was created
whether or not the local has charged the member an initiation fee since the entry date

For example:

Member : U-1000-8845 -- Anderson, Andrew A. Init Date: 11/14/2000 Entered to ULTRA: 11/14/2000 Initiated Under GO Init Fee Dispensation : N Has Had Billing Transactions : Y Local Has Charged Initiation Fee : Y

21.2.1 Changing From No to Yes

+Change Initiated under GO Initiation Dispensation to Yes+ | Yes | | No | +--------------------------------------------------------+

Select "Yes" to initiate this member under a General Office initiation fee dispensation.

Select "No" to make no change.

If "Yes", and the member was charged an initiation fee, the following message is displayed:

Member has been charged an initiation fee by the local. Use Payments/Charges Entry and reverse the initiation fee charge before making this change. Press the RETURN key to continue

Press [Enter] to return to the member name/ID prompt. This member cannot be changed at this time. The charged initiation fee must first be reversed before the member can be changed.

Proceed With Change

If the local has already been billed initiation fees by the General Office, or there is a backdated activity transaction created for billing, the following message is displayed:

Billing Credit Will Be Created

and you are asked if you want to proceed with changing the member and creating the billing credit.

+Proceed to Change Member & Billing Credit+ | Yes | | No | +-----------------------------------------+

Select "Yes" to change the member and create the billing credit.

Select "No" to return to the previous prompt.

If "Yes", the member is changed and the billing credit is created.

21.2.2 Changing From Yes to No

+Change Initiated under GO Initiation Dispensation to No+ | Yes | | No | +-------------------------------------------------------+

Select "Yes" to change this member from initiated under a General Office initiation fee dispensation to "No".

Select "No" to make no change.

Proceed With Change

If the local has already had monthly billing for the month of this member's entry, the following message is displayed:

Billing Charge Will Be Created

and you are asked if you want to proceed with changing the member and creating the billing charge.

+Proceed to Change Member & Billing Charge+ | Yes | | No | +-----------------------------------------+ Billing Charge Will Be Created Local will be able to charge member an initiation fee

Select "Yes" to change the member and create the billing charge.

Select "No" to return to the previous prompt.

If "Yes", the member is changed, the billing charge is created, and you will now be able to charge the member an initiation fee.

If a member's current status is WITHDRAWN, CONWITH, RESIGNED, SUSPENDED, DISBANDED or DROPPED, you can re-initiate the member. To re-initiate a member, select the REINITIATE option on the member processing procedures menu.

| Reinitiate Member - New Initiation Date | | REINITIATE Initiate Former Mbr-reinitiate |

22.1 Re-initiate Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Affiliate : At Branch : SSN/SIN : ID : Name, Last : Suffix : First : Nickname: Middle : Last Photo: Address 1 : Address 2 : City : State/Prov : Country : ZIP/Postal: Send Mag: Telephone : Date of Birth: Age: Gender: Class : Craft: Init Date : Tax Sched: To Journeyman: Signed Supp Dues: Auth Bargaining: Prior Member : Last Affiliate: CLIC Donation: Political Aff: EEOC Data: Citizen: Polling Dist : Language: Dues Code: 100% Emp Dues: Employer ID: Employee#: Payroll Ded : Local PAC : Council PAC: Affiliate ID? ________ <ESC>=Exit REINITIATE <F2>=Back <F1>=Help

22.2 Re-initiate Member Input

22.2.1 Affiliate ID

You are asked for the affiliate ID.

Affiliate ID? ________

The affiliate ID is required. The affiliate must be active, and exist in the affiliate file.

You can enter the affiliate number which is a number from 1 to 99999, or enter the entire affiliate ID.

After the affiliate ID is entered, the affiliate name is displayed.

22.2.2 Branch ID

You are asked for the branch ID. This is the ID of the branch the member is associated with.

+----------------Branch ID----------------+ | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+

A menu of branch IDs is displayed.

Select the appropriate branch item from the menu.

22.2.3 Member SSN/SIN or UBC ID

SSN/SIN or UBC ID? _________

Enter 9 digits of the social security number (SSN) or social insurance number (SIN), or enter 8 digits of the UBC ID.

If the member exists, the member data is displayed. If the status is not WITHDRAWN, CONWITH, RESIGNED, SUSPENDED, DISBANDED or DROPPED, a message tells you that the member is not eligible for re-initiation.

22.2.4 Re-initiate this Member

You are asked if you are sure that you want to re-initiate this member, and give them a new initiation date.

Note: If the person being re-initiated is entered with a class of WALKIN or WALKAPP, you will not be asked for the re-initiation date. The re-initiation date will automatically be set to the original initiation date.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Affiliate : UBC01444 -- Tucson Local At Branch : NOTUCSON -- North Tucson SSN/SIN : 777-77-7202 ID : U-3744-1004 Name, Last : Pages Suffix : First : Steve Nickname: Middle : J Last Photo: No Photo Address 1 : 7004 E. Speedway Address 2 : City : Tucson State/Prov : AZ Country : UNITED STATES ZIP/Postal: 85712 Send Mag: Y Telephone : (520) 555-7044 Date of Birth: 03/14/1972 Age: 28 Gender: M *********************************************************************** ** ** ** This process will give the member a new initiation date. ** ** ** ** Are you sure you want the member to have a new initiation date? ** ** ** *********************************************************************** +Reinitiate this Member with New Initiation Date+ | Yes - NEW initiation date -or- WALKIN | | No - KEEP the current initiation date | +-----------------------------------------------+ Current status: SUSPENDED <ESC>=Exit REINITIATE <F2>=Back <F1>=Help

Select "Yes" if you DO want to continue with the re-initiation, and give the member a new initiation date.

Select "No" if you want the member to keep the current initiation date.

If "No", you can NOT re-initiation this member.

Assessments Due

Note to Local and General Office Users: If the member owes for assessments, the following message is displayed.

Member Has Assessments Due at Council UBC04003 Only the Council Can Reinitiate Press the RETURN key to continue

A local user can NOT re-initiate a member who owes for Council assessments.

General Alert Notes

If there are any general alert notes for this member, you are asked if you want to view these notes.

+View General Alert Notes?+ | Yes | | No | +-------------------------+ General Alert Notes exist for this member.

Select "Yes" if you DO want to view the general alert notes.

Select "No" if you do NOT want to see the general alert notes.

If "Yes", the general alert notes are displayed.

Matching Pending JATC

If this member's SSN/SIN is found in the pending JATC apprentice file, some JATC information is displayed, and you are asked if this is the same person. For example:

+--------------------------------------------------------+ | Existing JATC Information on File | | SIN/SSN: 555-55-2310 | | UBC ID : U-8769-5482 | | Name : Lance Deaver | | Address: TUCSON, AZ 85712 | | B'day : | | Council: UBC04003 | | JATC : VALLEYVIEW | +--------------------------------------------------------+ +Is this the person you wish to reinitiate as a member?+ | Yes | | No | +------------------------------------------------------+ Person with this SSN/SIN already on file in JATC data

Select "Yes" if this pending JATC person is the same as the member to be re-initiated.

Select "No" if this is not the same person.

If "Yes" and the pending JATC person is from a different council, you cannot re-initiate the member. If this occurs, the following message is displayed:

This JATC Pending is outside your council. He is pending from council nnnn and cannot be moved to a local in your council. Press the RETURN key to continue

Press [Enter] to return to the branch or SSN/SIN prompt.

If "No", the following message is displayed:

Duplicate SSN/SIN found in ULTRA and Pending JATC. Contact the JATC to resolve conflicting SSN/SIN. Press the RETURN key to continue

Press [Enter] to return to the branch or SSN/SIN prompt.