Postage
Parkway
Parkway
The postage transferred to the next job should always match:
The Pioneer escrow tracker balance
You are working on a February job that has a postage transfer from January. The transfer on your summary does not match the amount on the January summary. You contact:
AR
Using only the Pioneer tracker, how do you verify the amount to be transferred to the next job?
The remaining balance at the end of your month
Using the Pioneer escrow tracker, determine how much was spent on cert fees
$21.80
Does the CHI ACQ/DL cost breakdown include or exclude postage credits?
Exclude
The Commingle rate for FA-Ongoing is:
$0.176
The Pioneer escrow tracker is missing a package. You contact:
The AM
What column on the Pioneer escrow tracker signifies the beginning of your job?
The date/drop column
Find the line that does not belong on the summary
The $9,0000 transfer from 71673 to 73977 on 12/20/22. The job numbers do not match what you are working on and the date is does not line up with your month/year
What 4 documents need to be attached when submitting an FA-Ongoing job?
1. JDR
2. Phase Billing Sheet
3. Forever Stamp Tracker
4. Pioneer Escrow Tracker
What package always uses forever stamps?
Pkg IRA
The Pioneer tracker is showing a payment received of $20,000, but the summary is showing that we only sent $10,000. Who do you contact?
AP
What is the easiest way to get your total quantity and postage used from the Pioneer tracker?
Highlight the cells in the date column & postage used (OE Amount) column for Excel to auto generate the totals
The Pioneer tracking sheet & postage rec show the same packages. Which section is incorrect?
The description for WK18 - IRA on the Pioneer postage tracker. This should read WK18 - F
Name at least 2 categories/item types that are excluded from the FeedingAmerica discount
Freight, shipping, & storage
What type of certs are always included on FA-Ongoing Jobs
Commingle, 3606, 3606-D
Name one AM that is working on FA-Ongoing
Chris Azbill or Christine Goff
What tracker(s) will the IRA packages appear on?
The forever stamp tracker & the Pioneer escrow tracker
Using the screenshots from the rec, determine the amount to be taken from escrow in order to transfer the correct amount to the next job
$17,599.47
Beginning balance - Postage Used - Cert Fees + Forever Stamps - Balance to be transferred
($2,991.69 - $14,813.68 - $10.90 - $10.90 + $44.55 - $5,800.23 = -$17,599.47)
What is a format requirement for the cost breakdown on the client invoice for CHI ACQ/DL?
There needs to be a blank line/space between the charges and the breakdown
The certs should be organized on the rec by:
They should be ordered by phase/element
There is a postage request that has not been submitted yet on your job. You contact:
The AM - they need to submit the request before AP can process it
Name 3 columns on the Pioneer escrow tracker
Date/Drop, Program, Description, Received, Invoiced, 3602/6, Quantity, OE Amount, Adjusted Amt, 3606 Fees, Used, & Balance
Find the PB payment for Pkg C on the listed summary
The payment we are looking for is $39.54 made on 11/7/23 for phase B
Does the CHI Breakdown include the cost or quantity?
Both