Membership Fees

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Membership Fees

This procedure defines the fees payable by members for the current year. It also defines the fees waived for complimentary members.

A member may optionally be charged a postal surcharge. This is the fee charged if the member chooses not to receive correspondence via email.

The system has the concept of a Financial Member, being a member that has paid their membership fee plus the postal surcharge if applicable, for the current year. If a member is not financial they are not permitted to enrol in a class. If such an attempt is made, they will be wiatlisted. A current financial member becomes not financial when fees for the new year are not paid.

The current year is determined by the current term as defined in Add/Edit Enrolment Terms.

The membership fees record has the following fields...

Fee Parameters

Field

Description

Full Year Membership Fee

The fee charged to continuing members and new members joining in Term 1.

Term 2 Joining Fee

The fee charged to new members joining in Term 2

Term 3 Joining Fee

The fee charged to new members joining in Term 3

Term 4 Joining Fee

The fee charged to new members joining in Term 4

Mail Correspondence Surcharge

Optional. The fee charged if the participant chooses postal correspondence rather than email.

Complimentary Parameters

Field

Description

Include membership fee in complimentary

Tick if membership fees are to be waived for complimentary members. The default is ticked.

Include Mail Surcharge in complimentary

Tick if the mail surcharge are to be waived for complimentary members. The default is ticked.

Include Course Fees Per Year in complimentary

Tick if course fees per year are to be waived for complimentary members. The default is not ticked meaning the fee will be charged.

Include Course Fees Per Term in complimentary

Tick if course fees per term are to be waived for complimentary members. The default is not ticked meaning the fee will be charged.

Maximum Leader Enrolments in complimentary

Enter the number of courses a leader is permitted to enrol before membership fees are charged. If a leader enrols in fewer courses than the value entered, that leader is awarded complimentary status when Complimentary Membership is executed and the Assign to Course Leaders? check box is ticked.

If 0 or an impossibly high number is entered, a leader will always be awarded complimentary status if Assign to Course Leaders? is checked in Complimentary Membership.

Note: This field implements a known business rule that exists in some U3A. If your U3A does not currently implement this rule, it is recommended that you do not introduce it. That is, set this field's value to zero.