United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
Previous Contents Index

Expired Contracts

You are asked if you want to include expired contracts on the contract inquiry list. 



   +------Expired Contracts-------+ 
   |  Include Expired Contracts   | 
   |  Exclude Expired Contracts   | 
   +------------------------------+

Select "Include Expired Contracts" to include expired contracts on the inquiry.

Select "Exclude Expired Contracts" if you do NOT want to include expired contracts.

Expiration Date Range

You can include contracts that expire during a specific time period. You specify the start and end dates of the time period.

First, you are asked for the beginning date of the expiration date range. 



 Beginning of expiration date range (MMDDYYYY)? First___

Enter "First" to start with the oldest date.

Enter the start date in MMDDYYYY format.

Next, you are asked for the ending date of the expiration date range. 



 End of expiration date range (MMDDYYYY)? Last____

Enter "Last" to end with the most current date.

Enter the end date in MMDDYYYY format.

"Re-open Talks" Date Range

You can include contracts with "re-open talks" dates in a specific time period. You specify the start and end dates of the time period.

First, you are asked for the beginning date of the "re-open talks" date range. 



 Beginning of "re-open talks" date range (MMDDYYYY)? First___

Enter "First" to start with the oldest date.

Enter the start date in MMDDYYYY format.

Next, you are asked for the ending date of the "re-open talks" date range. 



 End of "re-open talks" date range (MMDDYYYY)? Last____

Enter "Last" to end with the most current date.

Enter the end date in MMDDYYYY format.

Sort Selection

You are asked how you want the contract inquiry listing data sorted. 



   +---------Sort by...---------+ 
   |  Contract ID               | 
   |  Contract Name             | 
   |  Industrial/Construction   | 
   |  Agreement Type            | 
   |  Market Segment            | 
   |  Expiration Date           | 
   |  Re-Open Date              | 
   +----------------------------+

Select one of the sort options from the menu.

Proceed

You are asked if you want to proceed with creating the contract inquiry listing. 



   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to generate the contract inquiry listing.

Select "No" to go back to the previous prompt.

Press <ESC> to abort this inquiry procedure.

If "Yes", the contract inquiry listing is generated.

Sample Listing

The following is an example of a contract inquiry listing: 


22-Mar-1998             United Brotherhood of Carpenters and Joiners of America                 Page 1 
                                          Contracts Reporting 
                                   Sorted by Industrial/Construction 
 
Aff ID   Contract ID Contract Name           Agreement Type  Market Segment  I/C Expires    Re-Open 
-------- ----------- ----------------------- --------------- --------------- --- ---------- ---------- 
UBC01444 CONSTRUT A  Construction contract A LOCAL           RESIDENT        CON 12/31/1998 09/15/1998 
UBC01444 CONSTRUT B  Construction contract B REGIONAL        INTSYSTEMS      CON 12/31/1998 09/15/1998 
UBC01444 INDUST A    Industrial contract A   INDMULTIUNIT    LIGHTCOMM       IND 12/31/1998 10/15/1998

Chapter 92
CONTRACTORS - Contractor Maintenance

The CONTRACTORS - Contractor Maintenance menu option is used to set up/add new contractor records, change contractor data, and delete contractor records. 



               +-----------Contracts / Contractors-----------+ 
               |                                             | 
               |            Contract Information             | 
               |  CONTRACTMAINT  Contract Maintenance        | 
               |  CONTRACTINQ    Contract Inquiry            | 
               |                                             | 
               |           Contractor Information            | 
               |  CONTRACTORS    Contractor Maintenance      | 
               |  INQCONTR       Contractor Inquiry          | 
               |  JOBSITEMAINT   Job Site Maintenance        | 
               |  EMPJOBSITE     Employer/Job Site Inquiry   | 
               |  EMPLABEL       Create Employer Labels      | 
               +---------------------------------------------+

This chapter explains how to add, change, and delete contractor records.

92.1 Contractor Maintenance Input Screen

After CONTRACTORS is selected from the menu, the contractor maintenance screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
ID/Short Name: 
Name         : 
 
Address      :                                      City: 
State/Prov   :           Zip/Post:               Country: 
Phone Number :                Alt:                   Fax: 
 
Contact Name :                                     Title: 
Status       : 
Fed Emp ID   : 
Unemp Comp # : 
Workcomp Pol#: 
Workcomp Carr: 
Bonded By    :                                           Expires: 
Business Type: 
Minority Type: 
Association  : 
Contract ID  : 
 
 
A+--------Option--------+                                Remit Order: 
 |  Add Contractor      | 
 |  Change Contractor   | 
 |  Delete Contractor   | 
 +----------------------+ 
 
<ESC>=Exit                      CONTRACTOR ENTRY             <F2>=Back <F1>=Help

92.2 Contractor Maintenance Options

After the contractor maintenance input screen is displayed, you are asked for the maintenance option you want to perform. 



   +--------Option--------+ 
   |  Add Contractor      | 
   |  Change Contractor   | 
   |  Delete Contractor   | 
   +----------------------+

The contractor maintenance options are:
  Add Contractor add new contractor records
  Change Contractor change contractor records
  Delete Contractor delete contractor records

Select the appropriate maintenance option.

92.2.1 Adding Contractor Records



   +--------Option--------+ 
   |  Add Contractor      | 
   |  Change Contractor   | 
   |  Delete Contractor   | 
   +----------------------+

Select the "Add Contractor" option to add new contractor records.

The following sections describe the prompts displayed when a contractor record is added.

Contractor ID

You are asked for the ID of the new contractor. 



 Add: Contractor ID? _______________

Enter a short name as the ID of the new contractor to be added.

The ID can be up to 15 characters in length.

Note: Once the contractor record has been created/added, the contractor ID CANNOT be changed.

Contractor Name

You are asked for the contractor name. 



 Add: Contractor Name? __________________________________________________

Enter the full name of the contractor.

The name can be up to 50 characters in length.

Contractor Address

You are asked for the contractor address. 



 Add: Contractor Address? ______________________________

Enter the address of the contractor.

The address can be up to 30 characters in length.

Country

You are asked for the country name. 



 Add: Country? UNITED STATES___________________________

You can press [Enter] to accept the default country name, if there is a default name and it is correct.

The country name can be up to 40 characters in length.

If you enter the first characters of the country, a menu of countries is displayed. You can then select the appropriate country.

The country must be a valid country in the COUNTRY file.

Contractor Zip/Postal Code

You are asked for the contractor zip code or postal code. 



  Add: Zip code? _________ 
 
      or 
 
  Add: Postal code? _________

Enter the zip/postal code of the contractor.

If this is US, enter a 5 or 9 digit zip code.

If this is Canada, enter 6 characters.

Do NOT enter dashes or spaces.

The input zip/postal code is validated against the ZIPCODE file. If it exists, the city and state are retrieved and used as defaults for the city and state prompts.

Contractor City

You are asked for the contractor city. 



 Add: Contractor city? Tucson______________

If a default city is displayed and it is correct, press [Enter] to accept the default.

If a list of city names is displayed, you can select a city from the list.

You can enter the contractor city.

The city name can be up to 20 characters in length.

Contractor State/Province

You are asked for the contractor state or province. 



 Add: Contractor state or province? AB________

If a default state/province is displayed and it is correct, press [Enter] to accept the default.

You can enter the contractor state or province.

If this is a state in the US, only a valid two character state abbreviation is allowed.

If this is a province, the province can be up to ten characters in length.

Contractor Phone Number

You are asked for the contractor telephone number. 



 Add: Contractor phone #? __________

Enter the contractor telephone number.

Enter only digits. Do NOT enter dashes, spaces, etc. For example, if the phone number is "(520) 555-1234", enter "5205551234".

Alternate Phone Number

You are asked for the alternate telephone number. 



 Add: Alternate phone #? __________

Enter the alternate telephone number.

Enter only digits. Do NOT enter dashes, spaces, etc.

Contractor FAX Number

You are asked for the contractor FAX number. 



 Add: Contractor fax #? __________

Enter the contractor FAX number.

Enter only digits. Do NOT enter dashes, spaces, etc.

Contractor Contact

You are asked for the name of the contact person for this contractor. 



 Add: Contractor contact? ______________________________

Enter the name of the contact person.

The name can be up to 30 characters in length.

Contact Person's Title

You are asked for the title of the contact person for this contractor. 



 Add: Contact person's title? _______________________

Enter the title of the contact person.

The title can be up to 23 characters in length.

Status

You are asked for the status of this contractor. 



   +Contractor Status+ 
   |  Active         | 
   |  Inactive       | 
   +-----------------+

Select "Active" if this is an active contractor.

Select "Inactive" if this contractor is inactive.

Federal Employer ID

You are asked for the contractor's federal employer ID number. 



 Add: Federal Employer ID? _______________

Enter the federal employer ID number.

Unemployment Compensation Number

You are asked for the contractor's unemployment compensation number. 



 Add: Unemployment Compensation #? _______________

Enter the unemployment compensation number.

Workman's Compensation Policy Number

You are asked for the contractor's workman's compensation policy number. 



 Add: Workman's Compensation Policy #? _______________

Enter the workman's compensation policy number.

Workman's Compensation Carrier

You are asked for the contractor's workman's compensation carrier. 



 Add: Workman's Comp Carrier? ________________________________________

Enter the workman's compensation carrier name.

The carrier name can be up to 40 characters in length.

Bonded By

You are asked who the contractor is bonded by. 



 Add: Bonded by? ________________________________________

Enter the name of the bonding company.

The name can be up to 40 characters in length.

Bonding Expires Date

You are asked for the date that the bonding expires. 



 Add: Bonding Expires? ________

Enter the bonding expire date in MMDDYYYY format.

Business Type

You are asked for the business type. 



   +--------Business Type--------+ 
   |  Commercial                 | 
   |  Residential                | 
   |  Commercial & Residential   | 
   +-----------------------------+

Select the appropriate business type from the menu.

Minority Type

You are asked for the minority type. 



 Add: Minority Type? _______________

Enter the minority type.

Association

You are asked for association information. 



 Add: Association? __________________________________________________

Enter the association.

You can enter up to 50 characters of free-form text.

Contracts

You are asked for the contract IDs that this contractor works under. 



   +----------------Select Contracts-----------------+ 
   |  non-signatory                                  | 
   |-------------------------------------------------| 
   |  UBC01444 CONSTRUT A  Construction contract A   | 
   |  UBC01444 CONSTRUT B  Construction contract B   | 
   |  UBC01444 CONTRACT C  Construction contract C   | 
   |  UBC01444 INDUST A    Industrial contract A     | 
   |  UBC04003 CO CONTR A  Council Contract A        | 
  <+-------------------------------------------------+

A list of the contracts is displayed.

Select "Non-signatory" if no contract is involved.

Select one or more of the contract IDs associated with this contractor.

Assessment Dues Type

You are asked for the assessment dues type. 



   +--Assess Dues Type---+ 
   |  Flat Amount        | 
   |  per hour           | 
   |  percent of gross   | 
   |  None               | 
   +---------------------+

Select "None" if no dues are accessed.

Select one of the menu items.

Remit Sort Order

You are asked for the sort order that this contractor/employer sends in their checkoff dues remittances. 



   +Add: Sort order in which employer remits dues+ 
   |  Alpha by Last Name                         | 
   |  Social Security Number                     | 
   |  Employee/Clock Number                      | 
   +---------------------------------------------+

Select the appropriate sort order from the menu.

Add Contractor

You are asked if you want to add this new contractor record. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
ID/Short Name: SKYLINE 
Name         : Skyline Construction Co. 
 
Address      : 9289 River Road                      City: Tucson 
State/Prov   : AZ        Zip/Post:   85730       Country: UNITED STATES 
Phone Number : (520)555-2909  Alt: (520)555-2910     Fax: (520)555-2911 
 
Contact Name : James Wells                         Title: Gen. Mgr. 
Status       : ACTIVE 
Fed Emp ID   : 123-4567898 
Unemp Comp # : 24-948652 
Workcomp Pol#: 4321-3456789 
Workcomp Carr: National Insur Co. 
Bonded By    : Avis Bonding Co                           Expires: 12/31/2002 
Business Type: Commercial & Residential 
Minority Type: 
Association  : 
Contract ID  : UBC01444 CONSTRUT A,UBC01444 CONTRACT C 
 
 
Assessment Dues Type: Assess by amount per hour          Remit Order: ALPHA 
 +Add Contractor+ 
 |  Yes         | 
 |  No          | 
 +--------------+ 
 
<ESC>=Exit                      CONTRACTOR ENTRY             <F2>=Back <F1>=Help

Select "Yes" to add this contractor record.

Select "No" to go back to the assessment dues type prompt.

Press <ESC> to abort this contractor entry.

If "Yes", this record is added to the contractor file.

Options

After a new contractor record is added, a menu bar is displayed at the bottom of the screen. This menu bar shows what options you can perform. 



+------------------------------------------------------------------------------+ 
|  Next Contractor    Job Site Maint    Exit                                   | 
+------------------------------------------------------------------------------+

The options are:
  Next Contractor ask for the next contractor ID
  Job Site Maint add, change, delete or inquire on job site and site skills information
  Exit exit back to the maintenance options menu

Select one of the options.

92.2.2 Changing Contractor Records



   +--------Option--------+ 
   |  Add Contractor      | 
   |  Change Contractor   | 
   |  Delete Contractor   | 
   +----------------------+

Select the "Change Contractor" option to change contractor records.

The following sections describe the prompts displayed when a contractor record is changed.

Contractor ID

You are asked for the contractor ID. 



 Change: Contractor? __________________________________________________

Enter one or more characters of the contractor ID or short name.

If more than one contractor ID begins with the entered characters, a menu of contractors is displayed. You can then select a contractor from the list. For example: 



 +------------- Select Contractor (from 2 Matching Contractors) --------------+ 
 |                                                                            | 
 |  Aff ID    Contractor ID    Contractor Name                                | 
 |  UBC01444  SKYLINE          Skyline Construction Co.                       | 
 |  UBC01444  SO TUCSON CONST  South Tucson Construction Co.                  | 
 +----------------------------------------------------------------------------+

After you enter/select a contractor, the data for that contractor is displayed. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
ID/Short Name: SKYLINE 
Name         : Skyline Construction Co. 
 
Address      : 9289 River Road                      City: Tucson 
State/Prov   : AZ        Zip/Post:   85730       Country: 
Phone Number : (520)555-2909  Alt: (520)555-2910     Fax: (520)555-2911 
 
Contact Name : James Wells                         Title: Gen. Mgr. 
Status       : ACTIVE 
Fed Emp ID   : 123-4567898 
Unemp Comp # : 24-948652 
Workcomp Pol#: 4321-3456789 
Workcomp Carr: National Insur Co. 
Bonded By    : Avis Bonding Co                           Expires: 12/31/2002 
Business Type: Commercial & Residential 
Minority Type: 
Association  : 
Contract ID  : UBC01444 CONSTRUT A,UBC01444 CONTRACT C 
 
 
Assessment Dues Type: Assess by amount per hour          Remit Order: ALPHA 
 
 
Change: Contractor Name? Skyline Construction Co.__________________________ 
 
 
<ESC>=Exit                      CONTRACTOR ENTRY             <F2>=Back <F1>=Help

You can change any of the contractor data except for the contractor ID.

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