CCIS: Manage Trip


Updated	Tue Jun 06, 2000
Trip Name
Client	Back to Client \|\| E-Mail
Trip Class / Division	CCIS DST
Destination	OR
Number of	PAX Youth Adults Escorts DOF
Comps	Single Dbl Trip Quad Quint Sext
Start	Date:	Time:
End	Date:	Time:
Contract	Due Received
Deposit	Due Received
Partial Deposit
First Payment	Due Received
Final PAX	Due Received
Final Room List	Due Received
Hotel Info Form	Due Received
Balance	Due Received
Contract Status	Under Contract Canceled
Trip Notes ( Print Note ) ( E-Mail Corporate )	12/17/99 > Chris Johnston called. > Highly recommended by Doug Kellner from Midlo Orch. > They (combined Thomas Dale and Midlo Orchestras) want to do a weekend trip to NYC. > They used Junior Tours last year and weren't happy. > Dates--Memorial Day wknd.(Friday AM to Sunday PM) > Budget=$400 > Wants: > 1 bus-- +/- 47 Pax (40 + 7) > Major shopping time > See NY Phil. Perfomance (FriPM?)--Carnegie or Avery Fisher Hall > Broadway show (Sat. afternoon or evening) > A NIGHT visit to the Empire State Building. > All-Inclusive Meal Plan > Chris said he is open to any other activity suggestions. > This is a "bid" but wants to use us. He apparently is getting other bids that are higher than ours so we look good. (his words.) > MWL told him (1) DSC would be his future contact and (2) the "proposal" would only be an estimate because of the "bid" status. > He said fine. Doesn't need it until the beginning of the new semester. > MWL faxed these notes to DSC. __X__ BJS __X__ 1/3/00: > DSC to meet with Client on 1/7/00 at 3pm. Needs to have PTP (fake bid) completed by 1/6/00, 2 pm. 1/7/00: > BJS completed PTP (dummy) for DSC's mtg. this afternoon. > MWL processed & DSC delivering to Client's apartment. > Gave DSC bus extimate of $2,000 - $2,500. > We'll confirm and proceed as directed following mtg. 1/7/00: > Per DSC mtg with client. > Extremely pleased & planning to use us. > Will call end of next week to have us confirm arrangements and then proceed to contract. > Broadway Show choice = Phantom (1st Choice), Beauty (2nd Choice) > Needs charter quotes 1-47, try Tourtime, Newton & National. __X__ SMP __X__ __X__ MPM __X__ 1/10/99 > SMP spoke with Scott Lambert > wants us to fax over PTP for Deanna Kringle (559-7326) > Lee Davis Orchestra wants to join trip? > SMP faxed over PTP 1/24/00: > Per DSC conv with Client - > They are going with us, but he will call back with numbers so we can then get to work confirming. > Lee Davis & Midlothian will also be traveling with them; that is why he is having a bit of difficulty getting projected count together. > We should have something by the end of week. > SMP, please check with Beverly at Tourtime to see if they might have a 55 available. We are currently under contract for a 47, but he may end up needing a 55 if it is available. If available, see if she can quote us based on the exact same IOG. __X__ SMP __X__ __X__ MPM __X__ 2/14/00: > PER DSC, count is steady at 40 (35 + 5); therefore, there is ono need for a 55 passenger coach - get the 47 secured! > Thomas Dale & Lee Davis HS Orchestras are the groups attending, not Midlothian. > All needs to be confirmed ASAP, for Client is ready for the contract; however, when the PTP was done, it was completed just as a "Dummy". > DSC planning to deliver Contract Notebook by week's end. __X__ SMP __X__ __X__ MPM __X__ 2/18/00: > BJS completed Revised PTP and Contract Packet, including Deposit / First Payment INV #2609, $4,588.00, all due on 3/3/00. > MWL, please process per SOP and make copies of complete Revision and Deadline Schedule for DSC. > DSC to p-up and deliver on Monday, 2/21/00. I do not know the time of the appointment. As of this moment, it has not yet been set. > As this has gone to contract, please review contract inclusions and confirm as needed. Thanks! __X__ MWL __X__ __X__ SMP _X___ __X__ MPM __X__ 2/18/00: > Per DSC, she spoke with Client and he would prefer we just mail the revision and contract. > MWL, please mail today and fax DSC's stuff to her. Thanks! __X__ MWL __X__ 3/3/00: > Per Client, DELETE Lunch en route, Lunch at Rosen's & Lunch at the HRCafe. They will be doing lunches on their own. > BJS reviewed quote and these deletions will take $32 off the pp rates. > DSC to instruct Client to notate deletions on CIA and fax back to office today with signed contract. > Client wants us to check into the newly re-opened Central Park Planeterium in place of a visit to the Met Museum of Art. DSC offered to gather some general info on this. > BJS revised IOG accordingly. > Scott Lambert called and needs a dummy $1,700 Invoice for the LDHS Orchestra portion of this trip. > BJS to create and fax dummy invoice to Scott. __X__ MPM __X__ 3/3/00: > BJS faxed dummy invoice #2634, $1,700 to Deanna Kringle at LDHS, per Scott's request. > MWL, this Invoice no longer exists in our accounting system, any checks received from LDHS will be credited to the Thomas Dale HS Orchestra account. NO real reason to process this per SOP, but keep it somewhere just so we have it! Thanks __X__ MWL __X__ 3/6/00: > Recv'd check# 15371, $2888.00, invoice #2609---partial payment. 3/8/00 > Recv'd check #16883, $1700.00, Deposit invoice #2609---PIF. 3/9/00: > BJS faxed OK to Pay to Client with copy to DSC for Phantom tickets. > Due back in our office NLT 1PM on Monday, 3/13/00. __X__ MPM __X__ 3/14/00: > Rec'd OK to Pay for 36 Phantom Tickets. 3/15/00: > DSC found info on the newly re-opened planetarium in Central Park. Per conversation with client on 3/3/00, he would like to include it if at all possible rather than the MET Museum of Art. > MPM, please check into this attraction and make reservation if possible - See IOG. > Price is no real concern, since he dropped a number of the meals, we can remain within his budget by dropping the MET Admission and then adding this. We have not quoted his new package rate yet, so we can reprice as needed. Thanks! __X__ MPM __X__ 3/17/00: > Chris Johnston called and spoke with MWL as DSC was at an appointment. > He wanted to call to let us know that he was adding 2 people (Scotty's wife and daughter) and see what he needed to do about it. > MWL told him as his FPGF, etc. was not due until 3/27/00, he was still fine; however, as far as the show tix were concerned, Scott would be responsible for purchasing the 2 extra tix on his own CC. > Chris also asked about us needing a signed copy of the contract---he can't find the original, but MWL told him to just sign the last page of the copy and fax it. MWL went to get his file and when I returned, we had been disconnected (I think he was on a cell phone). > We'll see if he calls back, but I think he understood. 3/27/00: > Recv'd FPGF, Rooming List, Signed Contract and Hotel Info Form today via fax. > Total Pax = 37 (30 + 7) > Rms / Pax 1 Sx / 06 4 Qt / 20 1 Qd / 04 2 Tp / 06 0 Db / 00 1 Sg / 01 TOTALS = 9 Rooms & 37 Pax. > He did OK to Pay for 36 Phantom tickets; therefore, he will be short by one and need to order it on his own. > BJS revised IOG & Bible based on these guaranteed numbers. > As these numbers are now guaranteed, please review, confirm and order as needed. > MPM, do we have any answers on the Planetarium yet? __X__ MPM __X__ __X__ SMP __X__ 3/29/00: > BJS from MPM - Yes answer on Planetarium. Reserved Space show at 10:30 am, group to arrive at 10am. Runs for 30 mins. (More than an I-MAX experience) - $7 for museum (Rose Center for Earth & Space) and space show narrated by Tom Hanks. They can add an Imax for an extra $3 making all 3 attractions for $10 p.p. Imax is either "Dolphins" or "Migrations." There is a nicer than Food Court where I suggest they have lunch. Let me know if they want to add Imax. Otherwise we are booked in the the other two attractions. ____X___BJS___X____ No need for IMAX; however, I will suggest they eat lunch at this location. 4/25/00: > BJS prepared, faxed and mailed Statement and INV #2667, $9,064.50. Due: 4/11/00! > Invoice includes credit for 37th Phantom ticket which we are unable to secure as well as Tourtime's Fuel Surcharge with accompanying letter. > BJS also revised IOG to show Planetarium as a definite inclusion and thereby deleted the visit to the MET Museum. BJS included this revised IOG in fax & mailing. > MWL, please process per SOP. Thanks! __X__ MWL __X__ 5/19/00 > Recv'd check #15666, $3500.00, Invoice #2667--partial. 6/6/00: > Chris called re: final amount due on account = $170.75. He also mentioned a credit of around $42 which was due from the hotel. . .Regardless of any credit, the amount due CCIS = $170.75. Any refund would be the porperty of CCIS, not Thomas Dale. > BJS called Chris and left message on his cell #. Amount due = $170.75.
Quote Price	Sext $ $ Quin $ $
FinalTier	Quad $ $ Tri $ $
	Dbl $ $ Sgl $ $

La Quinta Suites Meadowlands
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Hotel [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Comp. Policy
Rate / Tax	Group Rate Tax percent
Nights / Time	Nights Checkout Time
Rooms	Total # of Rooms:
Room List	Due Sent
Item Notes ( Print Note )	2/18/00 > SMP spoke with Betty > sending contract for 13 rooms > Quint Rate = $149.00 + 6% > Full American Breakfast included with room.

Ellen's Stardust Diner
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Restaurant [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Menu	Type Cost Per Person
Menu PTP	Dinner and Entertainment at Ellen's Stardust Diner featuring Chips and Salsa, choice of NY Sirloin Steak, Roast Turkey, Meatloaf, Chicken Marsala, Large Mixed Green Salad (with or without Chicken), or Gluten Free Pasta (with or without Chicken). Served with Iced Tea, Soda, Hot Coffee or Hot tea and choice of Fruit Cup, Plain Cheesecake, Hot Fudge Brownie Sundae, Carrot Cake or Rainbow Cake for dessert. Soft drinks, tea and coffee.
Item Notes ( Print Note )	2/16/00 > faxed confirmation to Nancy

New York Philharmonic Symphony
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
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	Under Contract Active (uncheck to make inactive)

Radisson Suites Hotel - Meadowlands
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End Date & Time	End Date End Time Duration
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	Under Contract Active (uncheck to make inactive)

Shopping Time
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Phantom of the Opera
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Seaport Liberty Cruise
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
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	Under Contract Active (uncheck to make inactive)

Suzie's Restaurant
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
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	Under Contract Active (uncheck to make inactive)

Empire State Building Observatory
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End Date & Time	End Date End Time Duration
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	Under Contract Active (uncheck to make inactive)

American Museum of Natural History
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
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	Under Contract Active (uncheck to make inactive)

$5 Meal Credit
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	Under Contract Active (uncheck to make inactive)