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!important;font-size: 12pt;}\n div#h5p_69ea9edf1a82e h2.Heading span {font-family: Liberation Sans;font-family: 'Liberation Sans';font-size: 14pt;}\n div#h5p_69ea9edf1a82e h2.Standard {font-size: 12pt;}\n div#h5p_69ea9edf1a82e h2.Standard span {font-size: 12pt;}\n div#h5p_69ea9edf1a82e p {orphans: 2;widows: 2;hyphenation-ladder-count: no-limit;hyphenation-keep: auto;writing-mode: page;font-size: 12pt;}\n div#h5p_69ea9edf1a82e p span {font-family: Liberation Serif;font-size: 12pt;language: en;country: US;hyphenate: false;hyphenation-remain-char-count: 2;hyphenation-push-char-count: 2;}\n div#h5p_69ea9edf1a82e table {border-collapse: collapse;font-size: 12pt;}\n div#h5p_69ea9edf1a82e table tr {keep-together: auto;font-size: 12pt;}\n\n<\/style>\n<div id=\"h5p_69ea9edf1a82e\"><section id=\"section_0\" class=\"h5p_layout h5p_page h5p_page_Mpm1\"><div class=\"Mpm1\"><p class=\"Subtitle\"><span>IMDC Contact Roster <\/span><span class=\"T1\">Specification and Usage <\/span><span class=\"T2\">Guidelines<\/span><span class=\"T3\"><sup><a href=\"#ftn1\">1<\/a><\/sup><\/span><\/p><p class=\"P2\"><span>Contact Roster<\/span><\/p><p class=\"P3\"><span>The<\/span><span class=\"T4\"> Contact Roster<\/span><span> <\/span><span class=\"T5\">is the I<\/span><span class=\"T6\">MDC <\/span><span class=\"T7\">D<\/span><span class=\"T4\">ata of <\/span><span class=\"T7\">R<\/span><span class=\"T4\">ecord<\/span><span class=\"T4\"><sup><a href=\"#ftn2\">2<\/a><\/sup><\/span><span class=\"T4\">.<\/span><\/p><p class=\"P4\"><span>The <\/span><span class=\"T8\">Contact Roster<\/span><span> information is strictly for use only by IMDC and <\/span><span class=\"T9\">shall<\/span><span> not be <\/span><span class=\"T10\">provided to or <\/span><span>shared with any unauthorized individual or organization.<\/span><\/p><p class=\"P5\"><span>The <\/span><span class=\"T11\">Contacts Roster<\/span><span> is comprised of profiles of people who have agreed to be contacted by IMDC for the purpose of engaging in ploitcal activities sponsored and supported by IMDC.<\/span><\/p><h2 class=\"P6\"><span>IMDC Member APP<\/span><\/h2><p class=\"P7\"><span class=\"T4\">Contact Profile <\/span><span class=\"T12\">Source and Use<\/span><\/p><p class=\"P8\"><span>The Contact Roster<\/span><span class=\"T13\"> is maintained in the <\/span><span class=\"T14\">Member App<\/span><span class=\"T13\"> database. <\/span><\/p><p class=\"P9\"><span>A <\/span><span class=\"T15\">C<\/span><span>ontact <\/span><span class=\"T15\">P<\/span><span>rofile includes private, personal and propritary information. <\/span><\/p><p class=\"P10\"><span class=\"T4\">Contact informaion shall be entered into the Member App database <\/span><span class=\"T16\">only <\/span><span class=\"T17\">with the <\/span><span class=\"T16\">consent of the individual contact<\/span><span class=\"T4\"> <\/span><span class=\"T7\">(after the provisioning period \u2013 <\/span><span class=\"T18\">see below<\/span><span class=\"T7\">)<\/span><\/p><p class=\"P11\"><span>All IMDC use of Contact informaion shall be sourced from the Member App. <\/span><\/p><p class=\"P12\"><span>Contact informaion shall be used only for projects, events and activities that are approved by the Executive Committee of IMDC<\/span><\/p><p class=\"P13\"><span>All communication with contacts for the purpose of soliciting engag<\/span><span class=\"T2\">ement of <\/span><span>volunteers to participate in IMDC activities shall use ONLY contacts sourced from the Member App databaser. This is to protect IMDC from complaints or possible legal action from non-consenting individuials.<\/span><\/p><p class=\"P14\"><span>Contact Profile Entry<\/span><\/p><p class=\"P15\"><span class=\"T1\">C<\/span><span>ontact Profiles are enetered into the Member App through the <\/span><span class=\"T1\">Membership Application form using a browser accessed through a link on the IMDC website or using a URL:<\/span><\/p><p class=\"P15\">&emsp;<span class=\"T1\">URL: inlandmendodmes.org\/Member<\/span><\/p><p class=\"P16\"><span>Profile Content<\/span><\/p><p class=\"P17\"><span>K<\/span><span class=\"T19\">e<\/span><span>y Field, Unique id \u2013 email address<\/span><\/p><p class=\"P17\"><span>First name<\/span><\/p><p class=\"P17\"><span>Family\/<\/span><span class=\"T19\">Last<\/span><span> name<\/span><\/p><p class=\"P18\"><span>A \u201cFamily\u201d is defied by all the contacts who share a common voter registration address<\/span><br\/><span>All members of Familie<\/span><span class=\"T2\">s<\/span><span> are MIGS by paying the Family Dues ($45 in 2026)<\/span><\/p><p class=\"P19\"><span>Address \u2013 address on contact\u2019s voter registration<\/span><\/p><p class=\"P20\"><span>Street number \u2013 e.g., 1234 Oak St<\/span><\/p><p class=\"P18\"><span>City<\/span><\/p><p class=\"P20\"><span>State \u2013 <\/span><span class=\"T19\">defaults to<\/span><span> California<\/span><\/p><p class=\"P18\"><span>Zip<\/span><\/p><p class=\"P19\"><span>Occupation or RETIRED<\/span><\/p><p class=\"P19\"><span>Employer or N\/A (if retired)<\/span><\/p><p class=\"P19\"><span>OK TO TEXT ME \u2013 there is a legal requirement that this choice be honored<\/span><\/p><p class=\"P19\"><span>OK T<\/span><span class=\"T5\">O CALL <\/span><span>or VOICE MAIL \u2013 should be honored <\/span><span class=\"T5\">b<\/span><span>y volunteer callers<\/span><\/p><p class=\"P19\"><span>OK tTO EMAIL ME \u2013 Brevo BLOCKLIST set if not set to YES<\/span><\/p><p class=\"P21\"><span>Status \u2013 indicates MIGS, NONMembers and other special tags<\/span><\/p><p class=\"P19\"><span>Date dues were paid \u2013 <\/span><span class=\"T20\">used to <\/span><span>calculate MIGS status<\/span><\/p><p class=\"P22\"><span>On initial entry to the Contacts Roster<\/span><\/p><p class=\"P23\"><span>OK TO MAIL - <\/span><span class=\"T21\">Email address is the unique identifier and <\/span><span class=\"T22\">is <\/span><span class=\"T21\">required for inclusion in the Contacts Roster, thus the OK TO MAIL is implicitely <\/span><span class=\"T22\">TRUE<\/span><span class=\"T21\">.<\/span><\/p><p class=\"P23\"><span>OK TO PHONE <\/span><span class=\"T21\">i- s set to <\/span><span class=\"T22\">TRUE<\/span><span class=\"T21\"> if a phone number is provided<\/span><\/p><p class=\"P24\"><span>OK TO TEXT \u2013 <\/span><span class=\"T21\">by default will be set FALSE. New contacts can elect to set it TRUE upon entry to the Contacts Roster.<\/span><\/p><p class=\"P25\"><span>Contacts have access to their profile through the Member App and can change any of the inforation except email address at any time. (04\/26)<\/span><\/p><p class=\"P26\"><span>NOTE: ECR \u2013 provide a mentod to change email address.<\/span><\/p><p class=\"P27\"><span>IMDC Membership<\/span><\/p><p class=\"P28\"><span class=\"T4\">M<\/span><span>embers <\/span><span class=\"T23\">I<\/span><span>n <\/span><span class=\"T4\">G<\/span><span>ood <\/span><span class=\"T4\">S<\/span><span>tanding (MIGS) are identified by the STATUS field in the pro<\/span><span class=\"T24\">fil<\/span><span>e set to \u201c<\/span><span class=\"T25\">MIGS<\/span><span>\u201d.<\/span><\/p><p class=\"P28\"><span>On August 31, the status of all contacts who have not renewed, that is, paid their dues for the subsequent year will be set to NONMEMBER.<\/span><\/p><p class=\"P29\">&nbsp;<\/p><p class=\"P30\">&#x200b;&#x200b;&nbsp;<span class=\"T1\">Dues payments thast are <\/span><span>made off-line via check or cash are entered using the <\/span><span class=\"T11\">Enter Dues Paid Offline<\/span><span> feature in the Admin Portal of the Member App.<\/span><\/p><p class=\"P28\"><span class=\"T24\">When<\/span><span> dues are paid the status will be set to \u201c<\/span><span class=\"T25\">MIGS<\/span><span>.\u201d <\/span><\/p><p class=\"P31\"><span>IMDC <\/span><span class=\"T26\">do<\/span><span>es not maintain credit\/debit card or any other financial credentials.<\/span><\/p><p class=\"P32\"><span>Payments<\/span><\/p><p class=\"P33\"><span class=\"T27\">Payments<\/span><span> <\/span><span class=\"T21\">to IMDC are recorded in the Payment table. Payment data is comprised of:<\/span><\/p><p class=\"P34\"><span class=\"T10\">d<\/span><span>ate of payment<\/span><\/p><p class=\"P34\"><span>email address of payer<\/span><\/p><p class=\"P34\"><span>amount<\/span><\/p><p class=\"P34\"><span>family name<\/span><\/p><p class=\"P34\"><span>payer name<\/span><\/p><p class=\"P34\"><span>event id \u2013 <\/span><span class=\"T10\">events for which fees or donations are accepted, including payment of dues<\/span><\/p><p class=\"P35\"><span>Off-line Payments<\/span><\/p><p class=\"P36\"><span class=\"T26\">Dues and other payments<\/span><span>can be collected off-line via mail in check o<\/span><span class=\"T28\">r <\/span><span>handled personally. Off-line payments are entered through the admin protal.<\/span><\/p><p class=\"P37\"><span>On-lin Payments<\/span><\/p><p class=\"P36\"><span class=\"T29\">Dues <\/span><span class=\"T26\">and other payments <\/span><span class=\"T29\">can be paid on-lin<\/span><span class=\"T26\">e<\/span><span class=\"T29\"> using the Member App <\/span><span class=\"T30\">Dues<\/span><span class=\"T29\"> payment <\/span><span class=\"T26\">and <\/span><span class=\"T31\">Ticketing<\/span><span class=\"T26\"> <\/span><span class=\"T29\">feature<\/span><span class=\"T26\">s<\/span><span class=\"T29\"> in the Membership <\/span><span class=\"T26\">APP using<\/span><span> PayPal or ActBlue. ActBlue also accepts payments through Venmo, Google Pay, Credit or Debit Card. Payments made on line are recorded immediately in the Member App database. <\/span><\/p><p class=\"P31\">&nbsp;<\/p><p class=\"P38\"><span>Accessing MemberApp Data<\/span><\/p><p class=\"P39\"><span>Access by Event<\/span><\/p><p class=\"P40\"><span>Events are defind in the Member App. They include required volunteer opportunities. Volunteer opportunities can also reflect requirements for an event such as \u201cfor all MIGS\u2019, All Contacts, NON-Members, Candidates.<\/span><\/p><p class=\"P41\"><span>Events and Opportunities are creatred, maintained and launched through the Admin Portal of the Member APP. <\/span><\/p><p class=\"P41\"><span>https:\/\/inlandmendodems.org\/WP\/document\/member-app-admin-manage-events-03-26\/<\/span><\/p><p class=\"P42\"><span class=\"T25\">Launching an Event<\/span><span> <\/span><\/p><p class=\"P43\"><span>produces the phone tree lists for an event <\/span><span class=\"T3\">comprised of:<\/span><\/p><ul class=\"L1\" style=\"counter-reset: ulL1_1 0;\"><li style=\"color: initial; font-family: initial;\" class=\"removeBullet\"><ul style=\"counter-reset: ulL1_2 0;\"><li style=\"color: initial; font-family: initial;font-size: 12pt;font-weight: normal;margin-top: 0.0598in !important;margin-bottom: 0.0799in !important;text-align: left !important;\"><p style=\"display: table-cell;margin-left:0 !important;text-indent: 0 !important;\" class=\"P44\"><span>first and last name<\/span><\/p><\/li><li style=\"color: initial; font-family: initial;font-size: 12pt;font-weight: normal;margin-top: 0.0598in !important;margin-bottom: 0.0799in !important;text-align: left !important;\"><p style=\"display: table-cell;margin-left:0 !important;text-indent: 0 !important;\" class=\"P44\"><span>email address<\/span><\/p><\/li><li style=\"color: initial; font-family: initial;font-size: 12pt;font-weight: normal;margin-top: 0.0598in !important;margin-bottom: 0.0799in !important;text-align: left !important;\"><p style=\"display: table-cell;margin-left:0 !important;text-indent: 0 !important;\" class=\"P44\"><span>phone number<\/span><\/p><\/li><li style=\"color: initial; font-family: initial;font-size: 12pt;font-weight: normal;margin-top: 0.0598in !important;margin-bottom: 0.0799in !important;text-align: left !important;\"><p style=\"display: table-cell;margin-left:0 !important;text-indent: 0 !important;\" class=\"P45\"><span>onl;y contacts with OK TO CALL TRUE are included in the phone tree lists<\/span><\/p><\/li><\/ul><p class=\"P44\"><span>sends an email announcing the event<\/span><\/p><ul style=\"counter-reset: ulL1_2 0;\"><li style=\"color: initial; font-family: initial;font-size: 12pt;font-weight: normal;margin-top: 0.0598in !important;margin-bottom: 0.0799in !important;text-align: left !important;\"><p style=\"display: table-cell;margin-left:0 !important;text-indent: 0 !important;\" class=\"P45\"><span>Only contacts with OK TO EMAIL TRUE will be sent the announcement letter<\/span><\/p><\/li><\/ul><\/li><\/ul><p class=\"P46\"><span>Solicit Volunteers <\/span><span class=\"T32\">for Specific Events<\/span><\/p><p class=\"P47\"><span>Soliciting volunteers requires the Volunteer Coorinaton team to have First and Last name, email address and phone number In some cases address, or zip code may be needed. Access to this data is obtained through the Admin Portal of the Member App.<\/span><\/p><p class=\"P47\"><span>Event Launch will produce a list of those contacts who have selected volunteer opportunities that are required by the event. Event launch will send a letter to those selected notifying of the need for their time and the list of those volunteers to the Volunteer Coordination team who can then follow up with phone calls<\/span><\/p><p class=\"P48\"><span>This process will require that the Volunteer Coordination team be aware of the requirements of handling Contact informaion.<\/span><\/p><p class=\"P49\"><span>Schedulet Contact Event<\/span><\/p><p class=\"P48\"><span>The Volunteer Coordinator may scheduler regular calls to members by launching a recurring Scheduled Event sent only to members<\/span><\/p><p class=\"P50\"><span>Send Email, <\/span><span class=\"T32\">Newsletter Campaign Events, <\/span><span>and Notificatioins<\/span><\/p><p class=\"P48\"><span>Usually done through the Brevo email application selecting Member, Non-member or both lists<\/span><\/p><p class=\"P51\"><span>Solicit Membership (time to renew) <\/span><span class=\"T32\">Annuall Renew Event <\/span><\/p><p class=\"P52\"><span class=\"T33\">S<\/span><span class=\"T34\">ent to MIGS and recent lapsed MIGS. <\/span><span class=\"T35\">Canalso be a Membership Drive Event<\/span><\/p><p class=\"P51\"><span>Urgent Action <\/span><span class=\"T32\">Event <\/span><span>(.g., Paass Prop 50) <\/span><\/p><p class=\"P53\"><span>Sent to all contazcts<\/span><\/p><p class=\"P54\"><span>Admin Portal Reporting<\/span><\/p><p class=\"P55\"><span>The Admin Portal of the Member App includes a reporting facility that generates CSV files driven by views and functions defined in the Member App databas<\/span><span class=\"T36\">e<\/span><\/p><p class=\"P55\"><span>https:\/\/inlandmendodems.org\/WP\/document\/member-app-admin-reports-04-26\/<\/span><\/p><p class=\"P38\"><span>Provisioning<\/span><\/p><p class=\"P56\"><span class=\"T9\">Provisioning - <\/span><span>consolidate the Brevo lists and the legacy IMDC roster and the current Member DB. Set all OK TO to yes.<\/span><\/p><p class=\"P56\"><span>Send email and text to all entries stating the they have been entered into a <\/span><span class=\"T9\">provisioinal contact subscription with the OK T<\/span><span class=\"T20\">O<\/span><span class=\"T9\">s set to true. If the<\/span><span class=\"T20\">y<\/span><span class=\"T9\"> wish to be deleted from our contacts db to notify us. If the wish to change their OK TO settings, login and update your profiile.<\/span><\/p><p class=\"P57\"><span>Make opportunity selections<\/span><\/p><div style=\"margin: 5px 0; width: 33%; border-bottom: 1pt solid #333;\"> <\/div><div id=\"ftn1\" class=\"defaultNote\" style=\"clear:left\"><div style=\"display:table-cell; font-size: 10pt;\"><sup>1<\/sup><\/div><div style=\"display:table-cell\"><p class=\"P1\"><span class=\"T4\">Source<\/span><span>: <\/span>&#x200b;&#x200b;&nbsp;<span>\/IMDC\/Documents\/BYLAWS\/IMDC Contact Roster Policy.odt<\/span><\/p><\/div><\/div><div id=\"ftn2\" class=\"defaultNote\" style=\"clear:left\"><div style=\"display:table-cell; font-size: 10pt;\"><sup>2<\/sup><\/div><div style=\"display:table-cell\"><p class=\"Footnote\"><span class=\"T4\">Data of record<\/span><span>: A term used in various contexts, including law and business, to refer to a specific set of data that is considered authoritative or official.<\/span><\/p><\/div><\/div><footer><p class=\"MP1\"><span id=\"PageNumWizard_FOOTER_Default Page Style4\"\/><span>5<\/span><\/p><\/footer><\/div><\/section><script>(function( $ ) {\n    \/\/footnotes\n    $('.defaultNote').children(\":first\").css('cursor', 'pointer');\n    $('.defaultNote').children(\":first\").click(function(){\n        var gotoID = '#' + $(this).parent().attr('id');\n        $('html, body').animate(\n            {\n              scrollTop: $('a[href=\"' + gotoID + '\"]').offset().top - 60,\n            },\n            250,\n            'linear'\n          )\n    });\n}(jQuery));\n\n\n<\/script><script>\nvar numFormat = \",.\";\n(function( $ ) {\n    \"use strict\";\n    \/\/do some cleaning on load\n    var sortCells = $('td[data-sorting], th[data-sorting]');\n    sortCells.each(function(){\n        var first = $(this).text().trim().charAt(0);\n        if (first == '@'){\n            var oldHTML = $(this).html();\n            var newHTML = oldHTML.replace('@', '');\n            $(this).html(newHTML);\n        } \n    });\n    function sortingTable(node, pos, ordBy){\n        var rows = node.children('tbody').children('tr').get();\n\n        rows.sort(function(a, b) {\n\n        var X = $(a).children('td').eq(pos).text().toUpperCase();\n        var Y = $(b).children('td').eq(pos).text().toUpperCase();\n        \n        if (numFormat != '.,'){\n            \/\/we are dealing with a different locale and we need to do some \n            \/\/transformation in numbers\n            X = convert2number(X);\n            Y = convert2number(Y);\n        } else {\n            X = X.replace(\/,\/g, '').replace(\/ \/g, '');\n            Y = Y.replace(\/,\/g, '').replace(\/ \/g, '');\n        }\n        var currencies = ['$', '\u00a5', '\u00a3', '\u20ac'];\n        var arrayLength = currencies.length;\n        var XX = X;\n        var YY = Y;\n        for (var i = 0; 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