Spreadsheet: 698863d1602206941-need-help-with-if-formula-with-adding-several-if-statements-with-different-results-rate-plan-cleanup-4-
Sheet: CHECKLIST

Rate Center Audit / 2021 CleanUp
Hotel | LNRs | Rate Plans | Rate Buckets | BAR 2021-2024 | Selling Limit Buckets | GTD/CXL Policies | STAR compset | Special Event Review | CTA/LOS settings | check in Feb 2021 SED LFF TIERS
*lnr renegotiation
 | Discuss negotiating with hotel team and provide reports to help them prepare for re-negotiation process.
 | Discuss increase/decrease - new rate recommendations for local accounts
 | Export LNR list and review production; YTD segmentation for Hotel to use in renegotation prep
 | Clean up / deactivate non producers - hotels do not have a 'delete' button.  Delete INACTIVE accounts after 3 months of being inactive
 | Choice Advantage Company History Master- review attached rate plans to profiles
*rate plan review
 | expiration dates - this is important on Local Rate Plans; check in 'Qualifications' Box.  If no date range posted, the account is not active.
 | Rate Plan description updates
 | Selling Limit updates
 | [NAME] updates
 | Determine if any discounts need to be flexed by season: SCPM/APR/SGM/OPQ/LWTO, ETC
 | LOS Promotions: these do not drop out at expiration date; audit the dates to make sure they are not expired and are set as intended.
 | Government: are new per diems set?  Use transfer rate bucket feature for markets that have seasonal per diems.
 | LOPQ: audit strategy.  [NAME] rate bucket needed for low vs peak season?  Does it need to be closed for peak season?
*rate buckets
 | Rates assigned for all rate years
 | Rates on all seasons
 | Review excluded bar levels
*BAR 2021-2024
 | Must have 3 rate years loaded at all times - weird system errors occur if hotels do not have enough rate years loaded.
 | review seasons/matrix set for 2021 - if you've actioned changes to hotels, check if they were actually completed.
 | **note if new seasons or room buckets are added; remember to go back to FIXED rates and add price points to new seasons
 | Use Tableau Dashboard as needed to help determine appropriate bar matrix setup
 | https://tableau.choicehotels.com/#/site/hoteldashboards/views/SRBarMatrixHealthScore/HealthScoreDashboard?:iid=1
 | Rate Center BAR Matrix level Changes (from 3-bar to 6-bar for example): email request [EMAIL]
*Selling Limit Buckets
 | Check if allotments need revised for new year / seasons
*GTD/CXL policies
 | Spot check next year events for accuracy in setup for gtd/cxl policy.  Sometimes hotels miss this when adding events.
 | **No longer necessary to submit form when updating/changing event CXL policies
*Star Compset
 | Can be revised 1x per year, usually opens in December
 | Verify all compset is ok and if changes needed, email AD or ask property email AD by end of November
*Special Event
 | Make sure events are set as per recommendations.
 | Make sure no missing events for 2020 dates that should have events implemented
 | If OTA strategy needed, make sure all buckets are checked to open in parity: OTA1, PCT0N, WHLS6
*CTA/LOS settings | Review future los settings in place for accuracy
 | You can run [NAME] from CA for the entire year to see otb and LOS settings together
*Review SED tiers | Wait until February to submit updates unless you need a change for first quarter.
 |  |  | U.S. [NAME]
 |  | ADR | SED | LFF | Required Seasons are: |  |  |  |  |  | Canada Hotels
 |  | <63 | 25 | 39 | September 15 to November 15 |  |  |  |  |  | <$85 | 35 | 55
 |  | 63.01-99.99 | 35 | 49 | November 16 to March 15 |  |  |  |  |  | $85.01-$109.99 | 45 | 65
 |  | >100 | 55 | 69 | March 16 to May 15 |  |  |  |  |  | >$110 | 55 | 75
 |  |  |  |  | May 16 to September 14
 |  | The rates are not automatically tiered by season. If we find that the hotel should be at a higher tier for a particular season (example May 16 to Sep 15) and their historical ADR for that season qualifies them, we (or the hotel) will need to submit the request for change to DCM.
 |  | Submit DCM other form if updates are needed; provide historical back up showing hotel ADR for that season (statistic report in Choice Advantage with date ranges above).
 |  | https://apps.choicecentral.com/ccweb/content/resources/ecomm/DCMOtherForm.html