LCL / QBO Procedures

Categories/Activities

Committee Lists 3-2-2007

Create An Applicant Report 7-23-2008

Deceased Members 3-10-2015

Deleting An Applicant 4-1-2008

Dues Increase 4-21-09

Lcl Web Reference Guide – Chapter

Lcl Web Reference Guide – Lodge

Lcl Web Reference Guide – Moose Legion

Newsletter Procedure 2-14-2008

Printing A Dropped List

Printing An Active List (10-6-21)

Printing An Expired List 2-14-2008

Reinstate A Member 8-10-2008

Status Code Definitions 6-24-2021

Transfer A Member 8-10-2008

Using The Export Feature In Lcl Web (9-12-21)

Moose Procedures

Board Of Officers Meeting Minutes

Checklist To Purchase Property (MI Link)

Continuous Accident Prevention Booklet

Dispensation For Community Service, Charitable & Fundraising Events With Alcohol (MI Link)

Dispensation For Lodge/chapter Fundraising Events Open To The Public (No Alcohol) (MI Link)

Felony Dispensation Notification (Member)

Felony Dispensation Notification (Applicant)

Financial Review Monthly Form (Excel Version)

Financial Review Monthly Form (Adobe Version)

General Laws

Generic Notice To Appear Before Board

Generic Special Meeting Notice (MI Link)

Hall Rental Insurance (Link To K&k Website)

Insurance Reference Manual (MI Link)

Lodge Board Meeting Agenda

Lodge Chart Of Accounts 12-6-2011

Lodge Class Listing 12-28-2006

Lodge General Membership Meeting Agenda

Lodge Election Handbook

Lodge Election Forms (MI Link)

Lodge Installation Of Officers

Lodge Important Dates & Deadlines

Lodge Item Listing 11-23-2011

Lodge Meeting Minutes

Officers’ & Committeemen’s Handbook

Printing Labels From LCL Web

Proper Use – SQ Incident Report Log

Registered Agents, Litigation And The Moose (MI Link)

Resolution To Organize A Wotm Chapter (MI Link)

Special Meeting Minutes

Special Meeting Notice (MI Link)

Special Meeting Notice To Amend Lodge By-laws

Special Meeting Notice To Dissolve & Forfeit Charter (MI Link)

Special Meeting Notice To Merge (MI Link)

Special Meeting Notice To Obtain Loan (MI Link)

Special Meeting Notice To Purchase Property (MI Link)

Special Meeting Notice To Sell Property (MI Link)

Special Meeting Notice To Retain Charter (MI Link)

Special Meeting Notice Multiple Choice (MI Link)

Tax Exempt Organization Information (MI Link)

The Private Policy (MI Link)

Universal Resolution/dispensation Request Form (MI Link)

Use Of Social Quarters Incident Report Log Book (MI Link)

The Moose International Education and Training Department has developed several tutorials to assist fraternal units with procedures.  Click the following link  to view the demos and tools available.
CLICK: MI VIRTUAL CLASSROOM

MOOSE TECHNICAL TRAINERS
Bringing Technology To You!

Cindy Raslavsky
Red Rock Chapter #862
Phone: (702) 622-9580
E-mail: cindyraz2006@centurylink.net

Toni Sherman
Sonora Chapter #1728
Phone: (209) 532-7973
Cell: (209) 484-1513

E-mail: tvsherman1969@gmail.com

Deborah Story
Torrance Chapter #44
Phone: (310) 704-7669
E-mail: ladyfelix@sbcglobal.net

Denise Angeles
Red Rock Chapter #862
Phone: (805) 312-4727
E-mail: dlangeles5@gmail.com

Debbie Berry
El Monte Chapter #1321
Phone: (626) 455-0970
Cell: (626)252-3407
E-mail: explorer1081@yahoo.com

Debi Price
Red Rock Chapter #862
Cell: 801-739-6211
Email: dlprice3@comcast.net

Mary Hagens
Fairfield Chapter #1379
Phone: (707) 330-4392

E-mail: mhagens@comcast.net

MESSAGE FROM THE COORDINATOR

Training at Moose International has advanced into the new age with the introduction of 2 HOTT on-line training, a Lodge Administration Assessment Test, Moose Units Audits course and Trustee Duties course.  These on-line training courses can be found at https://www.mooseintl.org/moose-training/online-training/

The 2 HOTT on-line training can be taken by The Moose members who wish to take the training on-line versus in the classroom.  The member must pass the assessment test in order to receive credit for completion of the training.  For the Women of the Moose (WOTM) the training may be taken by an existing Star Recorder who wishes to submit her name for the office of Recorder.  As provided in the General Laws of the WOTM one of the requirements is completion of a 2 HOTT session every 2 years.  Taking the on-line training and assessment allows them to complete this requirement without attending a classroom training session.   For a coworker who is working toward attaining the Star Recorder degree she must attend a classroom session in order to receive credit for earning the Star Recorder degree.  Anyone is welcome to take the 2 HOTT on-line training with or without the assessment if they just want to stay up-to-date on what is happening with training!
The requirement for Administrators to attend an Administrator School every 3 years has been enhanced with the introduction of a Lodge Administration Assessment Test.  Anyone who previously attended a classroom Administrator School can obtain re-certification by completing and passing the assessment test.  This will eliminate the need to attend an instructor led Administrator School every 3 years.

Leadership training has also been introduced on-line along with an assessment that must be passed in order to receive credit for Leadership training.  The Lodge Operations and House Committee Modules must both be completed along with a Lodge Leadership Assessment Test in order to receive credit for the training.  For those who prefer instructor led training, sessions will continue to be scheduled within our Association.  Remember that is it a requirement that every officer complete Leadership Training every 3 years.  Territory Managers are required to review this requirement to ensure it is complied with

The possibility exists that a LOOM Board member could be removed from office for not completing this required training

Moose Unit Audits has also been introduced as on-line training.  There is also an End-of-Module Quiz that can be taken to test your knowledge of this on-line course.   Additionally for the LOOM there is also a Trustee Duties module to assist trustees in better understanding the duties and responsibilities of their position on the Board of Officers.
Have you been keeping your bartenders up to date on their Training for Intervention ProcedureS (TIPS) training?  Not keeping them current can be a costly mistake for a lodge. This training can also be taken on-line using the following link:  https://www.gettips.com/ Don’t forget to use your Moose discount code MOOSETIPS

It’s 990 tax time for our fraternal units.  Please file your 990 (990EZ, 990N) by the required due date of September 15th.  Not filing can be very costly as interest and penalties accrue daily.  Go to the CNMA website, click LCL net, scroll down the right side of the page and click the Tax Forms item to access the Moose International section on Tax Forms.  There is also a wonderful tutorial in the Virtual Classroom that walks you through the completion of the 990 form.  Not sure what to do Call a Moose Technical Trainer for assistance.  Remember failure to file the 990 for 3 years can result in a unit losing its tax exempt status.  We have many units that this has happened to.

All units of the order in California are also required to file the CA199N or CA199 using either an entity ID number (WOTM & Councils of Higher Degrees) or a Corporation ID (LOOM & Moose Legions).

As the Training Coordinator for the CNMA you may contact me directly at any time for assistance.  I can be reached at cheryl.volden@verizon.net or 805-338-1305.  I look forward to providing you with assistance in achieving your fraternal unit goals which secure the future of Mooseheart and Moosehaven.

Cheryl D Volden
CNMA Training Coordinator

Fraternal Unit Officer Entry

Administrators, Recorders, Moose Legion Secretaries

All Fraternal Units are required to enter the Fraternal Unit Officers and Chairmen using the Moose International website.  The Officer Maintenance function resides in the Moose Membership Management System (MMMS) Admin Menu which is accessed using the selection “Membership Information; Address Changes, Sponsor records, etc.

Step by step procedures can be found in the “Admin Menu” procedure located on this page. 

The Fraternal Unit Passcode for your fraternal unit will be needed to access the Admin Menu. If you do not have a Passcode, contact the Call Center at 888-906-3658 for assistance. 

NEED A WORKSHOP ON LCL NET AND QUICKBOOKS?
Contact CNMA Training Coordinator Cheryl Volden, if you would like to schedule a 2 day Workshop on LCL and Quickbooks. She will assist you in working out the details for date, location and qualified trainer.

Cheryl Volden
Telephone: (805) 486-5113 or (805) 338-1305
E-mail: cheryl.volden@verizon.net

Click the following for workbooks:
NOTE: THE 2 DAY WORKSHOP BOOKLETS MAY TAKE SOME TIME TO DOWNLOAD AS THEY ARE VERY LARGE FILES.
Below are the links to the workbooks on the Moose International website: Education & Training
Basic LCL Web Hands-On Technical Training Participant Guide PDF
Basic QuickBooks Online Hands-On Technical Training Participant Workbook PDF