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


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Change Contractor

You are asked if you want to change this contractor record.



   +Change Contractor+ 
   |  Yes            | 
   |  No             | 
   +-----------------+ 

Select "Yes" to change this contractor record.

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

Press <ESC> to abort this contractor change.

If "Yes", this contractor record is changed.

The menu bar is displayed, and you can select any of the options.

92.2.3 Deleting Contractor Records



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

Select the "Delete Contractor" option to delete contractor records.

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

Contractor ID

You are asked for the contractor ID.



 Delete: 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 
 +Delete Contractor+ 
 |  Yes            | 
 |  No             | 
 +-----------------+ 
 
<ESC>=Exit                      CONTRACTOR ENTRY             <F2>=Back <F1>=Help

Delete Contractor

You are asked if you want to delete this contractor record.



   +Delete Contractor+ 
   |  Yes            | 
   |  No             | 
   +-----------------+ 

Select "Yes" if you actually want to delete this contractor record.

Select "No" to go back to the menu of contractors.

Press <ESC> to abort this contractor delete.

If "Yes", this contractor record is deleted.


Chapter 93
INQCONTR - Contractor Inquiry



               +-----------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      | 
               +---------------------------------------------+ 

The INQCONTR - Contractor Inquiry menu option is used by affiliates to inquire on contractors.

You can display information about a single contractor, or get a list of specific contractors by selecting criteria options.

Contractor lists can be displayed on the screen and/or printed as a report.

Select INQCONTR to do contractor inquiries.

This chapter explains how to inquire on contractors, and select contractors by certain selection criteria.

93.1 Contractor Inquiry Input Screen

After INQCONTR is selected from the menu, the contractor inquiry input screen is displayed.



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate      : UBC01444  Tucson Local 
Contractor     : 
Contract ID    : 
Business Type  : 
Market Segment : 
Agreement Type : 
Minority Type  : 
Reopen Between :   Start Date:             End Date: 
Status         : 
Signatory or 
Non-signatory  : 
Sort By        : 
 
 
 
 
 
 
 
Contractor? __________________________________________________ 
 
               Enter "ALL" if you want to select all contractors 
<ESC>=Exit                     CONTRACTOR INQUIRY            <F2>=Back <F1>=Help

93.2 Prompts and Responses

The following sections describe the prompts displayed when you inquire on contractors.

Affiliate ID

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.

You are asked for the affiliate ID.



 Affiliate ID? ALL_____ 

Enter "ALL" to include all affiliates.

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

If an affiliate ID is entered, the affiliate name is displayed.

93.2.1 Displaying Data for a Single Contractor

This section describes how to display information on a single contractor.

Contractor

You are asked for the contractor ID.



 Contractor? __________________________________________________ 
 
                Enter "ALL" if you want to select all contractors 

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 - Tucson                  | 
 |  UBC01444  SO TUCSON CONST  South Tucson Construction Co.                  | 
 +----------------------------------------------------------------------------+ 

If you enter a contractor ID or select a contractor from a list of contractors, that contractor's information is displayed. For example:



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
ID/Short Name: SKYLINE 
Name         : Skyline Construction - Tucson 
 
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  : Woodworkers 
Contract ID  : UBC01444 CONSTRUT A,UBC01444 CONTRACT C 
 
 
Assessment Dues Type: Assess by amount per hour          Remit Order: ALPHA 
 
 
 
 
                        Press the RETURN key to continue 
<ESC>=Exit                     CONTRACTOR INQUIRY            <F2>=Back <F1>=Help

After the contractor data is displayed, press [Enter] to return to the contractor prompt.

93.2.2 Contractor Selection

You can use the selection criteria to display and/or print a list of all or specific contractors.

The following section describes the prompts that are displayed when you search for specific contractors.

Contractor

You are asked for the contractor ID.



 Contractor? __________________________________________________ 
 
                Enter "ALL" if you want to select all contractors 

Enter "all" at the contractor prompt.

Contracts

A list of contracts is displayed, and you are asked which contracts you want to include.



   +---------Contracts----------+ 
   |  All                       | 
   |  Construction contract A   | 
   |  Construction contract B   | 
   |  Construction contract C   | 
   |  Construction Contract D   | 
   |  Industrial contract A     | 
   |  Council Contract A        | 
   +----------------------------+ 

Select "All" to include all contracts.

Select one of the contracts from the menu.

Note: If you select a contract item from the menu, the next prompt will be "Active Signatories Only", and the other prompts will be skipped.

Business Type

A list of business types is displayed, and you are asked which types you want to include.



   +--------Business Type--------+ 
   |  All                        | 
   |  Industrial/Shop            | 
   |  Commercial                 | 
   |  Residential                | 
   |  Commercial & Residential   | 
   +-----------------------------+ 

Select "All" to include all business types.

Select one of the types from the menu.

Market Segment

A list of market segments is displayed, and you are asked which segments you want to include.



   +--------Segment--------+ 
   |  All                  | 
   |  Heavy & Highway      | 
   |  Industrial           | 
   |  Interior Systems     | 
   |  Light Commercial     | 
   |  Millwork             | 
   |  Millwright           | 
   |  Piledriving          | 
   |  Regular Commercial   | 
   |  Residential          | 
   +-----------------------+ 

Select "All" to include all market segments.

Select one of the items from the menu.

Agreement Type

A list of agreement types is displayed, and you are asked which types you want to include.



   +------------Agreement Type-------------+ 
   |  All                                  | 
   |  Industrial - multi employer          | 
   |  Voluntary recognition                | 
   |  Local Area Agreement                 | 
   |  Regional Agreement                   | 
   |  International Agreement              | 
   |  Industrial - single employer         | 
   |  Industrial, single emp, multi-unit   | 
   +---------------------------------------+ 

Select "All" to include all agreement types.

Select one of the items from the menu.

Minority Type

You are asked for the minority type you want to include.



 Minority Type? ALL____________ 

Press [Enter] to accept the default of "ALL".

Enter a minority type.

Re-open Dates

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

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



 Earliest reopen date? ALL_____ 

Press [Enter] to accept the default of "ALL" to include all dates.

Enter the earliest re-open date in MMDDYYYY format.

If you entered a start date, you are asked for the ending date of the date range.



 Last Reopen Date? LAST____ 

Press [Enter] to accept the default of "LAST".

Enter the end date in MMDDYYYY format.

Contractor Status

You are asked for the contractor status that you want to include.



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

Press [Enter] to accept the default of "Active" to include only the active contractors.

Select "Inactive" to include only the inactive contractors.

Select "All" to include both active and inactive contractors.

Signatories/Non-Signatories

You can select contractors who have current contracts or no contracts, or all contractors regardless of whether they have contracts or not.

You are asked to select the contractors you want to include.



   +-----Signatories or Non-signatories-----+ 
   |  all                                   | 
   |----------------------------------------| 
   |  Signatories, Current Contracts Only   | 
   |  Non-signatories Only                  | 
   +----------------------------------------+ 

Select "all" to include all contractors regardless of whether they have current/expired contracts or not.

Select "Signatories, Current Contracts Only" to include only those contractors who are signatories to current contracts.

Select "Non-signatories Only" to include only contractors who have no contracts either current or expired.

Sort Selection

You are asked how you want the selected contractor data sorted.



   +------Sort By-------+ 
   |  Association       | 
   |  Contractor Name   | 
   +--------------------+ 

Select "Association" if you want a report of contractors by association.

Select "Contractor Name" if you want to sort by contractor name.

Report or Inquiry

You are asked if you want to create a report or do an inquiry.



   +Report or Inquiry+ 
   |  Report         | 
   |  Inquiry        | 
   +-----------------+ 

Select "Report" if you want to create a report of the selected contractors.

Select "Inquiry" if you want to display the contractor information on the screen.

Contractor Address

You are asked if you want to include the contractor address on the report.

Note: This prompt is NOT displayed if you are creating a report of "non-signatories only".



   +Print Contractor Address+ 
   |  Yes                   | 
   |  No                    | 
   +------------------------+ 

Select "Yes" to include the contractor address on the report.

Select "No" if you do NOT want to print the contractor address.

Proceed

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



   +Start search+ 
   |  Yes       | 
   |  No        | 
   +------------+ 

Select "Yes" to proceed with the contractor report or inquiry.

Select "No" to return to the previous prompt.

Press <ESC> to abort this contractor inquiry procedure.

If "Yes", either a contractor report is generated, or a list of the selected contractors is displayed.

Inquiry Example

If you are doing an inquiry, and contractors are found for the selected criteria, a list of those contractors is displayed. For example:



 +------------- Select Contractor (from 15 Matching Contractors) -------------+ 
 |                                                                            | 
 |  Aff ID    Contractor ID    Contractor Name                                | 
 |  UBC01444  BAILEY WOOD      Bailey Wood Contractors                        | 
 |  UBC01444  BROOKS           Brooks Construction Co.                        | 
 |  UBC01444  COOK BROTHERS    Cook Brothers Construction                     | 
 |  UBC01444  JOHNSON          Donald R. Johnson Construction                 | 
 |  UBC01444  JONES & SONS     Ed Jones & Sons Construction                   | 
 |  UBC01444  JK BUILDERS      James King Building Co.                        | 
 |  UBC01444  PAGE CONST CO    Page Construction Company                      | 
 |  UBC01444  CARR BUILDERS    Robert Carr & Sons - Builders                  | 
 |  UBC01444  SKYLINE          Skyline Construction - Tucson                  | 
 |  UBC01444  SO TUCSON CONST  South Tucson Construction Co.                  | 
 |  UBC01444  THOMAS BROS      Thomas Brothers Construction                   | 
 |  UBC04003  ARIZONA STATE    Arizona State Building Inc.                    | 
 |  UBC04003  KENNEDY CONST    Kennedy Construction Company & Sons of Phoen   | 
 |  UBC04003  SKYLINE          Skyline Construction - Tempe                   | 
 |  UBC04003  WINTERS          Winters Home Builders                          | 
 +----------------------------------------------------------------------------+ 

If you want to display detail information for a contractor on the menu list, select that contractor.

Report Examples

The following is an example of a report of contractors who have no contracts. The data is sorted by association:


17-Aug-1999  United Brotherhood of Carpenters and Joiners of America      Page 1 
                        Contractors -- Affiliate UBC04003 
                              Non-Signatories Only 
 
 Affiliate  Contractor ID    Contractor Name 
 ---------  ---------------  -------------------------------------------------- 
 
 Association: 
 
 UBC04003   CANYON COUNTRY   Canyon Country Construction Co. 
 UBC04003   JENNINGS CO      Jennings Construction And Framing Co. 
 UBC04003   WESTSIDE WOOD    Westside Wood Flooring Co. 
 
 Association: Woodworkers 
 
 UBC04003   SMITHSON WOOD    Smithson Wood And Framing Co. 
 
 
 
17-Aug-1999  United Brotherhood of Carpenters and Joiners of America      Page 2 
                        Contractors -- Affiliate UBC01444 
                              Non-Signatories Only 
 
 Affiliate  Contractor ID    Contractor Name 
 ---------  ---------------  -------------------------------------------------- 
 
 Association: Woodworkers 
 
 UBC01444   BAILEY WOOD      Bailey Wood Contractors 
 UBC01444   COOK BROTHERS    Cook Brothers Construction 
 UBC01444   JK BUILDERS      James King Building Co. 
 UBC01444   THOMAS BROS      Thomas Brothers Construction 

The following is an example of a report of contractors with addresses, who have current contracts:


05-May-1999            United Brotherhood of Carpenters and Joiners of America              Page 1 
                                  Contractors -- Affiliate UBC04003 
                                Signatories to Current Contracts Only 
 
Affiliate  Contractor ID  Contractor Name                  Phone Number  Contract ID  Contract Exp 
---------  -------------  -------------------------------  ------------  -----------  ------------ 
UBC04003   MASON & SONS   Mason Contractors                602-555-6655  CO CONTR A   12/31/1999 
                          8899 W. Elder, Phoenix AZ 85034 
UBC04003   MONUMENT       Monument Wood and Stone          602-555-6060  CO CONTR A   12/31/1999 
                          999 E. Stone, Phoenix AZ 85045 
UBC04003   PLANTERS WOOD  Planters Wood Framing Co.        602-555-0204  CO CONTR A   12/31/1999 
                          9002 Ensign, Phoenix AZ 85055 
UBC04003   SOUTHLAND      Southland Framing Co.            602-555-3012  CO CONTR A   12/31/1999 
                          8989 W. Cedar, Phoenix AZ 85037 
UBC04003   UNION WOOD     Union Wood And Tile Co.          602-555-2003  CO CONTR A   12/31/1999 
                          8902 Main, Phoenix AZ 85021 
UBC04003   WINTERS        Winters Home Builders            602-555-3300  CO CONTR A   12/31/1999 
                          5044 N. 56th, Phoenix AZ 85033 
 
 
 
05-May-1999            United Brotherhood of Carpenters and Joiners of America              Page 2 
                                  Contractors -- Affiliate UBC01444 
                                Signatories to Current Contracts Only 
 
Affiliate  Contractor ID  Contractor Name                  Phone Number  Contract ID  Contract Exp 
---------  -------------  -------------------------------  ------------  -----------  ------------ 
UBC01444   COOK BROTHERS  Cook Brothers Construction       520-555-5000  CONTRACT C   12/31/1999 
                          5000 Ina Road, Tucson AZ 85723 
UBC01444   SKYLINE        Skyline Construction - Tucson    520-555-2909  CONTRACT C   12/31/1999 
                          9289 River Rd, Tucson AZ 85730 
UBC01444   SO TUCSON CON  South Tucson Construction Co.    520-555-2234  CO CONTR A   12/31/1999 
                          2234 Park, Tucson AZ 85706 


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