Membership Dues Overview Paige Freeman May 17, 2023 20:56 Updated You must have access to the ProductSetup.MembershipDuesSchedule security application to work with Membership Dues Schedules. The Membership Dues Schedule Maintenance page allows you to define membership structures as dependent on a schedule rather than a fixed amount. This schedule may be based on the number of members, size of the staff, revenue numbers, etc. For instance, if the company has 100 staff members, they must pay $500, or if the company has sales of $10,000,000, they must pay $5,000. Dues schedules are completed against a basis number which may be the number of staff or size of revenue. There are two types of schedules that can be set up: Schedule and Commission. Schedule: the dues amount is a fixed value based on the dues basis range. This is the most popular method of setting up the dues basis range table. Commission: the dues are calculated by percentage of the basis value that is selected in the basis value range table. A major feature includes the ability to assign an amount for each portion of the whole dues basis and adding them up, which is called Cumulative dues. For example, if there are four ranges, each of 1,000, and the dues basis is 4,000, then for each of the 1,000s the percentage can be different and calculate an amount for each row that is then added together. To access the Membership Dues Schedule Maintenance page: From the Product Settings page, select Membership Dues Schedules. The Membership Dues Schedule Maintenance page displays, as shown below. For more information, please see the following topics: Creating a Dues Basis Schedule Defining Associate Limits within Dues Schedule Copying a Dues Schedule Trade Association Sample Setup Example 1: Basis Value by Schedule Dues are based on a specific value (could be staff, revenue, etc). The specific value, called a Basis Value, is defined on the constituent record for each member company. That specific value is compared to a range of values, and then a flat dues amount is assigned based on which range the value falls in If number of staff is between 1-50, dues is $3000 a year If number of staff is between 51 and 100, dues is $4000 a year If number of staff is between 100 and 200, dues is $5000 a year If number of staff is between 201 and 9999999 dues is $10,000 a year Example 2: Basis Date by Schedule Dues are based on the number of months past a specific date. This specific date could be a birthdate, a graduation date, or other date. The number of months between the specific date of the member and the current date is then compared to a range of values, and then a flat dues amount is assigned based on which range the number of months falls in If number of months since graduation is between 1 and 12, dues is $150 If number of months since graduation is between 13 and 24, dues is $300 If number of months since graduation is between 25 and 99999, dues is $500 Example 3: Basis Value by Commission Dues are charged as a percentage of a basis value rather than a flat amount. For example, dues are charged based on a percentage of revenue. The basis value on a member’s record is compared to a range, and then based on that range, the dues will be calculated as a percentage of the basis value. There can also be a base amount that is added to the percentage that is calculated. If revenue is between 0 and $1 Million, dues are charged as $100 base amount plus .002% of basis value defined for the member. If revenue is between $1 Million and $2 Million, dues are charged as $200 base amount plus .003% of basis value defined for the member If revenue is between $3 Million and $5 Million, dues are charged as $300 base amount plus .004% of basis value defined for the member. Example 4: Cumulative Basis Value by Commission Dues are calculated in a cumulative fashion, rather than just calculating by a single percentage based on the range that meets the basis value. If the basis value of a member falls into the third range of the dues schedule, instead of pulling the percentage from that range, it will instead calculate the first portion of the dues by calculating the percentage multiplied times the maximum for that range, and then add it to the calculation for the second range, and so on, so that it is calculated in a cumulative fashion. The first $1 Million in revenue is calculated at .002% of the $1 Million, then the next $2 Million is calculated at .003% of that $2 Million, etc. It will add the dues from each range to come up with a cumulative dues amount that is to be charged to the member.