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General Trip Information


Updated	Fri Jun 01, 2018
Trip Name	Daggett Montessori School Choir-San Antonio, TX-05-24-2018
Client	Back to Client \|\| E-Mail
Sales Rep	E-Mail Sales Rep.
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 )	Fort Worth to San Antonio = 269 miles / 4.5 hrs non-stop 9/8/17: > SN spoke to Jerri today about her 2018 San Antonio trip. > She would like the clinic with Marguarite on May 24th, as soon as they get there if possible. > She really enjoyed staying at the Residence Inn downtown, just like last time. > They enjoyed the Cruise as well and in fact said she would like this trip to be as close to their last trip to San Antonio as possible. If we can include Sea World and The Alamo, like last time, that would be perfect. > They will be handling their own bus transportation as well. > She needs the trip put together ASAP so she can get board approval. 9/8/17: > Comps = 1:25 Paid. 9/28/17 > Jerri EM'd asking about the TO status, as she wants to do fundraisers in October and November for the trip, but cannot talk about it until is approved by her administration. 10/2/17: > BJS reviewed and completed attachments. > BJS ran rates. > CH, Ready for TO - old style. > Comps = 1:25 PAID > Tier 1 = 70 - 75 > Tier 2 = 64 - 69 (+14) > Tier 3 = 58 - 63 (+16). > If this could go to SN this afternoon, that would be great. If you want, copying the 2014 TO may be easiest - but I will leave that up to you. ____ CH ____ 10/16/17 > Jerri would like us to check downtown hotel availability for her, even though it will be more expensive. 10/25/17 > Jerri would like to know if we still can secure a downtown hotel. 10/27/17: > BJS sent Slack to SN - Please advise Jerri Davidson that we were able to secure the Residence Inn Downtown and an updated Trip Orchestration with the adjusted rates will accompany the E-Agreement which she should expect NLT Monday. > BJS set due dates. > BJS ran K version rates. > TO and IOG K versions are in DB. > Transportation is ON OWN, so include CCIF on Deadline Schedule / E-Agreement . > Comps = 1:25 Paid. > Tier 1 = 68 - 75 > Tier 2 = 61 - 67 (+ $20) > Tier 3 = 53 - 60 (+ $20) > JAF, ready for 1st & 2nd Payment Invoices. Transportation is on own. > CH, ready for E-agreement as soon as JAF completes the invoices. Please send to client NLT Monday, 10/30/17. Thanks! Don't forget CCIF. __x__ JAF _10/27/17___ ____ CH ____ 11/14/17: > Jerri alerted SN that the rates in the TO K Version do not match the rates in the Agreement. > Jerri also said that the trip has been approved by the board. 11/15/17: > BJS reviewed and he updated the TO K Version with the correct rates. Rates in K were the correct rates and now they match. > SN, please send TO K Version .pdf to Jerri and apologize for my oversight. 11/20/17 > KMH printed fully executed contract and TO > KMH processed GLH per SOP > As this group is now UNDER CONTRACT, please review all and proceed as needed. __x___ CH _11/21/17____ _____ HMS _____ 01/04/18 > KMH recieved check #3472 for $7,525.00 02/01/18 > Jerri EM'd SN saying they have more participants than anticipated: 52 students and 35 adults, for a total of 87. > They will also need driver accommodations. SN is sending the CCIF to Jerri. __x__ CH _2/14/18__ __x___ HMS _2/6/18____ _____ BJS ____ 02/20/18 > KMH received check #3493 for $7,525.00 3/2/18: > REMEMBER - $32 pp.Credit on Final Invoice for the non-Sea World goers. > BJS reminded SN that we will need to know the exact number of non-sea world goers when she sends in her forms. ____ CH ____ ____ HMS ____ 3/23/18 > SN reviewed all forms rec’d on 3/23/18 (RL, FPGF, HIF & FAF). > Total Pax = 86 PAX (53 + 33). > RMS / PAX 12 Qt / 60 06 Q / 24 00 T / 00 01 D / 02 00 S / 00 TOTALS = 19 ROOMS and 86 PAX (53 + 33). > The group is handling their own bus arrangements. > The exact number of non-Sea World participants is on the room list. 4/3/18 > CH reviewed all forms processed by SN (RL, FPGF, HIF, FAF & CCIF). > Total Pax = 86 PAX (53 + 33). > RMS / PAX 12 Qt / 60 06 Q / 24 00 T / 00 01 D / 02 00 S / 00 TOTALS = 19 ROOMS and 86 PAX (53 + 33). > CH updated Bible numbers, IOG, and Status Schedule and printed. > CH sent RL to Hotel > As these numbers are now FINAL and GUARANTEED, please review and proceed as needed. > KMH, Please notify the ARC to send 86 Bags and 172 luggage tags > KMH, Please set up the group’s GTV > JAF, Ready for Final Invoice > CCIS is arranging for 2 driver rooms (transportation is on own). Please list the 2 driver rooms on the invoice for $235 / room > Comps 1:25 - 3 at the double rate > Non-Sea world participants receive a $32 credit on the final invoice. Please give a $32 / person credit to four trip participants (2 adults and 2 students) > Pricing is as listed below in red ___x__ JAF _4/3/18____ _____ KMH _____ ____ HMS ____ 4/3/18: > JAF created Final INV # 6417, due 4/17/18, $7,143.00. Mailed & Emailed. C to KH. 04/16/18 > KMH received check #3518 for $7,143.00 5/2/18 > KMH sent cashier's check via UPS ground 5/10/18: > BJS emailed final itinerary BOOKLET to Jerri et al. . . > Included FI as a PDF and also a word document as well so she can maneuver if she wants. > FI Box to mail on Monday, 5/14/18, pending receipt of SeaWorld Tickets and Park Meal Coupons. 5/15/19 > KMH sent FI box Via UPS 3 day select
Quote Price	Sext $ $ Quin $ $
FinalTier	Quad $ $ Tri $ $
	Dbl $ $ Sgl $ $

Itinerary

Apple Watch
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)

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
Rates	Youth $ Adult $ Senior $ Group $
Item Notes ( Print Note )	$420 / 66 = 6.37pp. 5/15/18 > KMH mailed with FI Box

CCIS Sport Bag
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)

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
Rates	Youth $ Adult $ Senior $ Group $
Item Notes ( Print Note )

Group Travel Videos
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)

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

$10 Meal Credit
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)

Childrens Chorus of San Antonio
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)

Residence Inn Downtown
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)

Book My Group
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)

Embassy Suites San Antonio Airport
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)

Rio Rio Cantina
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)

Rio San Antonio Cruises
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)

The Alamo
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)

Tower, The
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)

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
Rates	Youth $ Adult $ Senior $ Group $
Item Notes ( Print Note )	9/8/2017 Marguerite, Thank you so much for getting back to me! Would it be possible to conduct the clinic on 5/24/2018 from 3:15 – 4:15PM? Are you able to secure a location? Would $1000 cover your honorarium and space rental? THANKS! 66/1000 = $15.15 9/22/17 Thank you so much! This sounds great! If you could handle the church rental that would be wonderful. I will send you a check for $500 a few weeks before the clinic. If you need it earlier, let me know. Here is the contact information for the director: Choir Director Jerri (Jerri) Davidson phone: (817) 814-6300 cell: (817) 223-4800 home phone: (817) 223-4800 jerri.davidson@fwisd.org Have a great weekend! Hollie M Stevenson Vice President, CCIS, Inc 114 Aubrey Drive, Butler, PA 16001 tel. 724.287.3222 x:202 \| fax 724.287.5333 \| cell 724.991.6121 web ccistravel.com From: Marguerite McCormick [mailto:mmccormick.satx@gmail.com] Sent: Thursday, September 21, 2017 12:11 PM To: Hollie Stevenson <hollie@ccistravel.com> Subject: Re: Daggett Montessori School Choir Clinic Good morning, Hollie, I have secured the Choir Room at Alamo Heights United Methodist Church, San Antonio, for the May 24th Clinic with the Daggett Montessori Choir. We have used this space in previous years and it works very well. The piano is a Steinway and there is ample room for approximately 50 singers as well as parents and chaperones. I booked the room for 2 hours, 2:30-4:30pm, to allow time for me to set up and also for the convenience of an arrival in time to start the clinic at 3:15pm. The rental fee is $50 per hour, with a total of $100 for the use of the room. Please let me know if you would like me to handle the financial arrangements, or if you wish to contact the church staff to arrange payment on that date. My fee for preparing and conducting the clinic is $400. So it seems that we’ve come in under budget for this part of the tour project – Yay! Please send me the contact information for the music teacher(s) at Daggett Montessori. I’m not sure I still have that from several years ago, or if the teacher is the same one I’ve worked with before. My information has definitely changed so I’ll want to pass that on. Usually we have some communication about the repertoire and the clinic itself as the date gets closer in the spring. I look forward to hearing from you - Have a good day, Marguerite Marguerite McCormick Founder and Artistic Director Emeritus The Children’s Chorus of San Antonio 131 Cunningham Avenue San Antonio, TX 78215 210.279.1118 5/9/18: > JAF paid church rental and clinician honorarium of $100 & $400 on cks # 10894 & 10895. 50066 = 7.58

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 )	> CH sent specs to BMG This group requires a suite property where there is a room between the LR and bedroom. This is because they put 4 students in the bedroom and one adult in the LR. These are mostly 6th graders. Last time they were there they stayed at the Residence Inn downtown. They liked that property so please check there first. This group is looking for information ASAP so If you could get something to me by Tuesday afternoon that would be great! Daggett Montessori School Choir San Antonio 75 (50 + 25) 25 Suites Arrive: 5/24/18 1 night Depart: 5/25/17 Breakfast in the morning Thanks! 9/27/17 > CH selected Embassy Suites Airport 10110 US Hwy 281 N San Antonio, TX $134.00 sgl – quad $144.00 Quints Includes Full American breakfast Comp 1/40 16.75% tax Driver rate $99.00 10/10/17 > CH reviewed, signed and returned k 10/12/17 > CH received countersigned contract from hotel - agreeing to our terms to delete the attrition. > Carolina also introduced Taja Coleman, our Event Planner and service contact going forward. She can be reached at 210-582-6511 or via email at taja.coleman@hilton.com. Taja will follow up closer to the date of our event and assist with all aspects of the group. 10/25/17 > CH cancelled per Jerri's request and asked BMG to get contract for Residence Inn.

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 at Rio Rio Cantina to include Tortilla Chips and Salsa, Combination Beef and Chicken Fajitas, Mexican Rice, Refried Beans, Flour Tortillas, Mexican Pastry Sprinkled with Cinnamon and Sugar, as well as soft drinks.
Item Notes ( Print Note )	9/8/2017 Hello! I have a group that would like to dine at Rio Rio on 5/24/2018 at 7:00PM. There will be 75 people. The menu that we have used in the past was: Dinner at Rio Rio Cantina to include Tortilla Chips and Salsa, Combination Beef and Chicken Fajitas, Mexican Rice, Refried Beans, Flour Tortillas, Mexican Pastry Sprinkled with Cinnamon and Sugar, as well as soft drinks. Would this still be available? If so, what is the cost? THANKS! >HMS put in $26 was $24 a few years ago 9/12/2017 >HMS received contract and will tx and charges it is $32.13 >updated cost 11/13/17 >HMSreceived contract >Sent OK to Pay >11/15/2017 12/21/2017 >HMS Paid deposit of $500 >emailed signed contract 4/20/18 Hi Mike! Just a quick updated on my group Daggett Montessori school coming to Rio Rio on May 24, 2018. I will have 86 people. I have attached a food allergy form for the group. I will be pre paying for the group. I have a different AMEX number than the one used for the deposit. Thanks and have a great weekend!

SeaWorld - San Antonio
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