CCIS: Manage Trip


Updated	Thu Sep 05, 2002
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 )	10/26/00: > DSC spoke with Client on 10/12/00. Trip very similar to May 2000. > Trip will include Thomas Dale HS Orchestra - Chris Johnston, Dir.; Monacan HS Orchestra - Jill Foster, Dir.; and Manchester & LC Bird HS Orchestras - Cindy Ford, Dir. > BJS completed IOG & Bible. > BJS made attachments in system as much as possible. > FM, please secure quotes for 1-47 from Tourtime, Newton and National. > BJS has made hotel arrangements at the Radisson Suites Meadowlands (the same hotel from last year, but rate is $20 higher per nght!) > MWL, please review inclusions / attachemnts and update as needed. Thanks. > PTP to be completed on 10/30. > Per DSC conv with Client - Show choice = Beauty & The Beast. __X__ FM __X__ __X__ MWL ____ 11/2/00: > BJS completed PTP and faxed to DSC. > MWL, please process per SOP. > DSC to pick-up later this week for delivery to Client. __X__ MLW __X__ 11/2/00: > To be safe, BJS asked FM to secure coach contract from Newton. 11/9/00: > DSC met with Client. He was extremely pleased! > Wants coach from Tourtime! (Can you believe it FM? We already asked Doris for a Contract from Newton and he goes and selects a more expensive company!) > FM, please secure contract for coach from Tourtime and then once we are sure we have it, cancel the coach from Newton. > Delete Sony Technology Lab, extend Empire State by 30 minutes, and play with Lunch & Shopping Time as needed to fill. BJS revised IOG accordingly and updated system. > Needs to get final approval before we go to contract. __X__ FM __X__ __X__ MWL FYI 11/21/00: > Per DSC conv with Client . . . > May want to add NBC Studio Tour on Saturday morning. This will run $15 - $20 per person. > DSC to call Chris for his decision before this change is made and to get decision on final inclusions and Contract. 11/28/00 > Chris would like to add NBC Studio Tour and make Seussical first choice for Show. > If these, together, raise cost significantly, he will probably drop NBC Tour. He did not specify "how much is too much". 11/29 BJS 11/29 11/29/00: > BJS spoke with DSC re: price adjustment. NBC will add approx. $20 and since there are a limited number of low cost Seussical tickets available, we felt safe using only the $85 Seussical tickets; therefore, his overall price increase would be between $55 & $60 per person. > DSC will share these figures with the Client and we will proceed as directed. . . 12/18/00: > Cindy Ford called (Director at LC Bird & Manchester). > She has not yet received approval from her Principal and needs a copy of the proposal. > We faxed PTP Rev.1 to her attention at Bird (fax: 804-768-6117). 1/9/01: > Per DC conv with Client . . > Wants to use $85 budget for Seussical tickets as his broadway show choice. > Also, add NBC Studio Tour. > Ready for Contract. > Delete the two meal credits en route. > BJS revised IOG accordingly. > MWL, please revise attachemnts, delete, edit, etc as needed. > Rate will need revised, but revision and new rate can go with Contract. > DSC to deliver Contract +/- 1/17/01. > FM & MWL, as this is going to contract, please review and confirm all as needed. Thanks! 1/10 FM 1/10 1//11 MWL 1/18 1/25/01: > BJS completed Revision, Contract Packet, including Deposit INV #2834, $2,475 - due with Contract on 2/12/01. Also included First Payment INV #2835, $6,440 - due on 3/1/01. > FM / MWL, please process per SOP. DSC will be here later this AM and she can then deliver to client. Thanks! ____ FM/MWL ____ 2/2/01: > Cindy Ford called, one of the other directors involved. Wanted BJS to do up dummy invoices - BJS explained - she seems to understand why we can't really do that. BJS faxed her copies of our invoices and she said once she had that she could probably work with it. 2/27/01: > Rec'd signed Contract and Deposit check #16614, $2,475. INV #2834 - PIF. > As this is now UNDER CONTRACT, Please review all contract inclusions and confirm as needed. Thanks! ____ FM ____ ____ MWL ____ 3/9/01: > Rec'd check #16775, $6,440. INV #2835 - PIF. > Also rec'd check #20298, $750 from LC Bird. 3/27/01: > Rec'd FPGF, Room List & HIF. > Room List had only first names and chaps were written in column. BJS faxed copy to DSC on 4/11 and asked that she get the list donbe correctly and get it back to us by the middle of next week (per MWL, it is not due to hotel until 5/4). > Total Pax = 40 (33 + 7) > Rms / Pax 1 Qt / 05 7 Q / 28 0 T / 00 3 D / 06 1 S / 01 TOTALS = 12 ROOMS& 40 PAX (33 + 7) > BJS revised IOG and Bible accordingly. > MWL, as these numbers are now guaranteed, please review, order, guarantee, etc. as needed. Thanks! ____ MWL ____ 5/1/01: > Received 2 REVISED and complete Room List from Chris via fax today! > These numbers are based on the second . . . (he had to make changes as he was +/- $500 short due to not enough Qunits and too many doubles - not our problem!) > REVISED Total Pax = 40 (32 + 8) Total pax did not change, just breakdown and number of hotel rooms is now 11, it had been 12. > Rms / Pax 1 Qt / 05 7 Q / 28 1 T / 03 2 D / 04 0 S / 00 REVISED TOTALS = 11 ROOMS& 40 PAX (32 + 8) > BJS updated IOG and Bible accordingly. > MWL, as these REVISED numbers are now guaranteed, please review, order, guarantee, etc. as needed. Thanks! ____ MWL ____ 5/1/01: > BJS faxed and mailed REVISED INV #2929, $8,006 - due, 4/10/01. 5/10/01 > Chris called and had some questions about financials for this trip. > He said we wanted a breakdown of just what he owed--MWL told him that it was not done by school. It all went into the one account. > Chris said he would call back and talk to BJS. > MWL also gave him the hotel name and number--no problem. 5/21/01: > Rec'd check #17082 (TD), $3,256 - Bal due = $4,750.00 5/24/01: > Rec'd check #20640 (LCB), $477.47 - Bal due = $4,272.53 Rec'd check #27321 (Manchester), $762.95 - Bal due = $3,509.58 5/29/01: > Rec'd check #1306 (LCB), $783.00 - Bal due = $2,726.58 5/31/01: > Rec'd check #17091 (TD), $1,937.50 - Bal due = $789.08 6/4/01: > Rec'd check #20670 (LC), $771 - Bal due = $18.08 > DSC informed Chris of Balance due.
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 )	10/26/00: > BJS spoke with the Radisson Suites Meadowlands. Christy Otero. > Rooms are available. > Rate = $159 + 6% including Full American B-fats Buffet in the Sandlewoods Restaurant. > Lourdes' last name = Lopez-Aguilar. > Either Christy Otero or Lourdes can be our contact. > Christy will forward contract to MWL's attention! 10/30/00 > Christy called and spoke with MWL to confirm some basic info for K. > Will be sending out K today--fax & mail. 11/8/00 > Recv'd K via mail (not fax) today. > MWL noticed that the "due/decision date" is marked on K as 11/6/00. Obviously this is before we EVER recv'd the K. > MWL tried to call Christy or Lourdes before leaving for the day--was mistransfered twice. > MWL to check first thing 11/10/00. 11/10/00 > MWL spoke with Catherine. > Disregard the K we have---they will be faxing over correct K with proper dates, etc. today. > They apologize for any confusion or incovenience. > The decision date on the K needed to stay 11/6/00, but for our purposes, 11/13/00 we need to sign and return. 11/20/00 > FM recv'd driver room reservation form. Driver needs 1 room for 2 nights. ________MWL FYI. 3/30/01 > MWL faxed CC# Authorization for Deposit today. 5/8/01 > MWL faxed Rooming List and HIF to Katherine today 5/18/01 > MWL faxed CC# authorization for PIF to Katherine today. > Included arrival and departure times as well as the breakfast schedule. > Everything should be set for this group. 5/21/01 > MWL faxed FI to Katherine today. > Everything IS set for this group.

Hard Rock Caf�/N.Y.
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	Enjoy this morning’s Breakfast at the Hard Rock Café including Fresh Fruit Medley, Scrambled Eggs, Pancakes or French Toast, Assorted Bagels and Pastries, Applewood Bacon and Breakfast Potatoes. Soft drinks, coffee, or tea.
Item Notes ( Print Note )	1/18/01 > MWL called and LVM for Jesse to call back. > Jesse called back--she can't do the reservation until 5:45pm. > Per MWL, this is fine. 40 people May, 25, 2001 5:45pm dinner > Jesse will be faxing confirmation. 1/23/01 > Recv'd confirmation via fax. 1/25/01 > MWl signed and returned for hold of reservation. 5/23/01 > MWL faxed CC# Authorization for PIF today.

Seussical the Musical
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)

Radisson Suites Hotel - Meadowlands
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)

NBC Studio Tour
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)

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)

Empire State Building Observatory
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
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Suzie's Restaurant
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)

New York Philharmonic Symphony
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)

Rose Space Center & Hayden Planetarium
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)