CCIS: Manage Trip


Updated	Wed May 24, 2006
Trip Name
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 )	5/24/05: > Per DSC, client has already secured reservation for Bureau of Printing and Engraving. > May also want to include White House Tour - she is checking on that with someone in her school with some sort of connections. > BJS completed IOG based on the reservation she has already made at Engraving & Printing. > MPB has secured rooms at the Marriott Crystal Gateway in Crystal City as the Keybridge Marriott is sold out due to conventions. > HMS, please check with Air & Space Museum at the Smithsonian as this time the group would like a Guided Tour as well as admission to the Einstein Planetarium. Also call the Spy Museum and Holocaust Museum to check on reservations and admission rates, etc. > BJS is hoping to have PTP to Client on Wednesday afternoon. > Thanks! __X__ HMS __X__ 6/2/05: > Per DSC, group has decided to wait until Spring 2006. > DSC will forward new dates next week. > Really prefers to stay at Key Bridge Marriott rather than Crystal City Marriotts. 6/9/05: > Per DSC, dates are 4/27-28/2006 > Key Bridge Marriott with B-fast at hotel. > Delete Bureau of Printing and Engraving - per Andrea, they are already booked! > Wants lunch to be immediately following the National Archives > Wants guided tour of National Gallery's Renaissance Painting Collection, after National Archives. > BJS updated Bible & IOG accordingly. > Has not updated attachments. 6/10/05: > BJS shared hotel info with DSC so she can get a decision from the Client on the Marriotts or to go to alternate properties. Need decision NLT 6/17/05; otherwise, rate cannot be guaranteed. 6/13/05: > Per DSC, client waiting to get financial OKs from Principal. He is married to the Financial Secretary. > Still wants White House Tour. Has a parent who has connection to Michael Ball, an elected official in Washington. > Really wants Key Brigdge Marriott. If the package goes over $200pp quad., we can look for another property; however, she does nto want a hotel in Crystal City nor does she want it to take 45-minutes to get into downtown. 6/20/05: > BJS updated IOG and attachments as able. > BJS updated rates, using Key Bridge Marriott and their b-fast. > BJS completed PTP Rev1 and emailed with IOG to Client and DSC. > DSC to follow-up later this week to see how we are to proceed. 6/24/05: > DSC responded to cleint email wondering why rate had increased so much since last year. 6/27/05: > DSC forwarded yet another questioning email to BJS from client again, re: rate increase. > BSJ replied to client in very clear terms that the rate increase is due to the hotel's higher room and b-fast rates. > BJS suggested she let us secure another hotel which may be a bit less expensive. > BJS went ahead and made calls to Sheraton Suites Old Town and Courtyard Marriott Alexandria to check rate and availability. 6/27/05: > BJS gave DSC pprates based on Sheraton Suites Old Town so she can share with client. 6/28/05: > BJS emailed rates to Client as well as DSC based on Courtyard Marriott Alexandria as well. Sheraton Suites is still the best deal. 7/5/05: > DSC heard from Andrea - she wants to use the Sheraton Suites Alexandria. > DSC will advise as soon as she hears from her re: contract delivery and the meal credit amount in question. 7/5/05: > Per DSC, OK for BJS to FX K to school, attn: Jane Duffey (Ass't. Principal). > Wants to make the $5 Meal Credit ofr lunch on Friday en route a $10 Meal Credit. Rates will be increased by $5 per person. > BJS updated attachments, IOG and rates on Bible screen, also went ahead and completed PTP Rev2 with updated info for inclusion in CN. > BJS to complete K once DSC has received final word from Andrea regarding the White House. 7/12/05: > BJS spoke with Andrea, re: Friday AM so they can accommodate White House Tour in the unlikely event it happens. > BJS adjusted IOG and attachments accordingly and notified vendors as well. > Andrea ready for K. > BJS stated that K would be completed and sent via FX to school, Attention Jane Duffy, Middle School Prinicpal and arrive NLT 07/11/05 (Thursday). Andrea planning to meet with Prinicpal and return K on Friday via fax. BJS will make K and deposit due on 07/21/05. 7/12/05: > As Holocaust Museum has been denied, BJS replaced with American History from 11:30 -1PM on Friday. > BJS alerted Client to change as well as DSC. > BJS updated IOG and attachments, then emailed IOG to Client. 7/15/05: > Rec'd signed K via fax. > BJS mailed hard copy to client. 8/15/05: > Rec'd check #43142, $5,700.00. Deposit INV #4207 - PIF. 2/8/06: > Rec'd check #44245, $4,092.00. > 50% Payment INV #4208 PIF. > HMS, as deposit and 50% Payment are both PIF, please review and proceed as needed. __X__ HMS __X__ 2/13/06: > BJS sent FPGF / RL reminder email due 02/24/06. 2/20/06: > Rec'd FPGF, HIF, RL & CCIF (drivers on actual trip participants so it does not apply). > Total Pax = 87 (71 + 16) > Rms / Pax 20 Q / 80 01 T / 03 02 D / 04 00 S / 00 TOTALS = 23 ROOMS and 87 PAX (71 + 16). > BJS updated IOG and Bible accordingly. > HMS, as these numbers are now GUARANTEED, please review & proceed as needed, Thanks! __X__ HMS __X__ 3/13/06: > BJS faxed and mailed Final INV #4308, $4,710.00, due 03/13/06. 3/20/06: > Rec'd check #44433, $4,092.00. > Balance due on Account = $618.00. > BJS faxed and mailed STATEMENT. 4/6/06: > BJS made some client requested changes on IOG. They were some Friday switching which did not invoice any reservations, so I said no problem. > BJS emailed updated IOG to DSC. 4/11/06: > Rec;d check #44675, $618.00. > ACCOUNT IS PIF. > Gross Receipts = $16,122.00.
Quote Price	Sext $ $ Quin $ $
FinalTier	Quad $ $ Tri $ $
	Dbl $ $ Sgl $ $

Smithsonian Institute
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 )	7/12/05: > BJS made attachment, this is for the National Archives, a part of the Smithsonian Institute. > No reservation required and admission is complimentary.

$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)

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	Lunch, via a $10 Meal Credit, from your choice of eateries at the . . .
Item Notes ( Print Note )

International Spy Museum
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)

Guide Services of Washington
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)

Sheraton Suites Old Town
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)

National Gallery, 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)