Important Information and updates for chapter VPs, January 2014
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Important information for BNI chapter Vice Presidents, BNI Mid America, January 2014
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Important Information and updates for chapter VPs, January 2014
- 2. DO enter the following items in BNI Connect: 1. Renewals 2. New Members 3. Dropped members - only if a new company rep will not take their place. If a new rep will be taking their place DO NOT enter anything into BNI Connect. VP responsible for mailing all applicable paperwork + payments to BNI Mid America office.
- 3. DO NOT enter any of the following items in BNI Connect: 1. Freeze/Medical Leave 2. Member Changes 3. Transfers – either transferring into your chapter or a company rep change VP responsible for mailing all applicable paperwork + payments to BNI Mid America office. Will require an approved Membership Change Transfer form.
- 4. DO submit PALMS on a weekly basis!!! • • VP’s have until end of business on the 4th of every month to complete ALL PALMS for the prior month. VP’s who do not submit all weekly PALMS reports for the month by the 4th will be fined. This means they will lose 1 month of their membership.
- 5. Questions??? Email Michelle Tobin at: michelletobin@bnimidamerica.com
- 6. Questions??? Email Michelle Tobin at: michelletobin@bnimidamerica.com
Editor's Notes
- Important info that needs to be shared regarding processing certain items in Connect. Have had several issues with this info & it is causing some issues at the office.
- VP enters approved renewal & new members into Connect. For drops - Be 100% sure that a member is dropping before submitting. If a new person will represent the company DO NOT DROP MEMBERSHIP!!! Office has behind the scenes activity for transfers of membership. A typical drop is someone who is simply not renewing. Dropped members are immediately removed from active roster but may still show on monthly PALMS if they had any activity or were present for a portion of the month.
- VP’s are trying to drop members in these situations. The regional office must handle as there are special steps behind the scenes. Freezes, medical leaves & member changes (ie co name, classification) ALWAYS require an approved change form. VP’s are trying to enter transfers as “new members” and this causes the system to want a full payment when one is not due. There may be a certificate of credit & it is best to let the office handle.
- Please remind VP’s that members are entering data as well. Any report listed as a “draft” should be submitted so the data counts toward overall chapter totals. Reports are checked beginning on the 5th of each month with fines being assessed.
- Since I know you don’t want to deal with these things, I will. Although I may have to contact office to verify what was received.