Francis de Sales - Cincinnati, OH

Creation of G Suite Emails

Hello you two,


I know we had talked previously about getting those emails set up as soon as possible, so here is a quick rundown of our process:
  1. Initiate Domain Transfer
    1. Unlock your domain
      eNom/Tucows instructions here
    2. Send me the Authorization (EPP) Code
      eNom/Tucows instructions here
      Send to email valvarado@diocesan.com
    3. Diocesan initiates transfer
    4. You confirm the transfer
    5. Transfer complete!
  2. Email Information
    1. St Francis de Sales' EIN (Employer Identification Number)
    2. 501(c)(3) Letter of Group Exemption
    3. Completed Spreadsheet of Current & New Users (attached)
       
  3. Email Transfer 
    Probably looking at an early Wednesday morning (before 9am)

For the Domain Transfer, you can let us know if you or Michael (Cooldale? Couldel? Clawdell?) needs any assistance unlocking or finding the EPP code. 

If you have any questions at all, please just let us know. 
Have a blessed day, y'all!



Veronica Alvarado

Web Department, Diocesan
877-923-0777

FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Hi Veronica,

I have sent emails to Michel Keidel and Bonnie to gather the information you mention below. Hopefully we will have this by the end of the week.

Phil
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
Wonderful.

We have received the EPP Authorization code and are doing our part. 

As for the actual creation of the new emails, I will be out of the office January 19-28, but can create your G Suite accounts the Wednesday after I return. Normally, I would ask one of our developers that is familiar with G Suite, but he will also be out of the office January 21-28. 

Would you like me to go ahead and schedule the new emails to be created Wednesday, January 30 at 7:00 am? That way, I can have them done by 9:00 am. 

I look forward to hearing from you,


Veronica Alvarado

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Bonnie Lee Davis, Office Manager at St. Francis Staff (Cincinnati, OH)
Veronica, 
Yes, January 30th at 7am is perfect !

Question I have tried to use basecamp and not having success.  I have
received a password  and I will use it, then when I  go back to log on
it does not recognize my email - info@stfrancisds.com. and I have to
start the process over... please advise..

Thanks!

Bonnie

Quoting "Veronica Alvarado (Basecamp)" <notifications@3.basecamp.com>:
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan

Hi Bonnie,


Since you are a client, you are able to access the Clientside (all of our correspondence in one place).

It seems that no one shared the link to your Clientside, so here is that link along with the PIN to access it:

https://clients.3.basecamp.com/c/MHKZiU2TkjSnDSrCbPkDK6Cu
PIN: 6876

I have put January 30 as our email move and will hopefully send you an email January 29 to confirm! (Feel free to email me the 28 or 29th!)

Thank you,


Veronica Alvarado

Web Department, Diocesan
877-923-0777
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan

Hi Bonnie,


We actually need the Federal 501(c)(3) Group Exemption Letter, which should include the IRS Department of the Treasury letter, along with a copy of the Official Catholic Directory with St. Francis de Sales' information.

It should look like the one I have attached below:


Additionally, if you could please fil out hte New Email Account spreadsheet. I have put in teh three emails accounts that you currently have, but still need where to send the new passwords to (cannot be the @stfrancisds.com email) and whether or not each account will have admin privileges.


Thank you!


Veronica Alvarado

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Bonnie,

I added a 4th email address for webmaster@stfrancisds.com. I thought this might be useful to use for support questions or pushing any error messages to that might come as users are on the website. I would like to be aware of any of those issues when they do come up.

Please use the attached XLS file to complete the other email addresses as you want them to be setup and then send that on to Veronica.

Thanks,

Phil
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
This is the one! 

Thanks Bonnie :)


Veronica Alvarado

Web Department, Diocesan
877-923-0777
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan

Bonnie,


Here are the migration links that I mentioned in our phone call:
https://support.google.com/a/answer/6351474?hl=en

As for the email move, the plan is to begin at 7:00 am tomorrow, Wednesday. 

Once I have set up the emails, I'd like to go over a brief Google Suite Administrator training. Phil, if you'd like to take part, let me know. The training will only take about ~30 minutes or less, depending on the number of questions. 

I am available Thursday afternoon or any time but 11-noon on Friday. 

Thank you,

Veronica Alvarado

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Bonnie Lee Davis, Office Manager at St. Francis Staff (Cincinnati, OH)
Veronica,

Thursday at 1pm works for me...

Bonnie

Quoting "Veronica Alvarado (Basecamp)" <notifications@3.basecamp.com>:
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Veronica,

Please include me on the demo time for Thursday. I will try to attend if the time is available, but Bonnie is the key person for that right now.

Thanks,

Phil
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
Wonderful! 
I've added it to my calendar.

Would you prefer me to call you or would you like to call me?

Veronica Alvarado

Web Department, Diocesan
877-923-0777
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
Bonnie, I am about to create the new G Suite account, so you may not see this message. 

Regardless, I plan on calling you this morning at about 8:30 to give you your new password.

Thank you,


Veronica Alvarado

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Veronica,

You can call me at 513-379-7052.

Thanks!
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Hi Veronica,

I wanted to let you know that I received the login credentials yesterday to Gsuite and had a chance to login and review.

I don't think it will be necessary for a call today to go over things. I should be good to go.

Thanks,

Phil
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
Hello all,

I got a response from TechSoup (the organization used to validate NPOs for Google) and they require the following:

  • A group exemption letter. This is a letter from an officer confirming your church as a subordinate under the group ruling of the national parent denomination, and must be composed on the letterhead of your national parent denomination.
  • A copy of your church's 501(c)(3) determination letter from the IRS, dated within the past 120 days - We do not accept state-issued exemption documents. Letters dated later than 120 days ago will not be valid. 
Unfortunately, the letter that you have sent me is from 2013 and does not qualify. Please send me a more recent copy and I will shoot it their way!

Thank you,


Veronica Alvarado

Web Department, Diocesan
877-923-0777
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
The blanket exemption certificate would be perfect, but TechSoup does not accept state issued NonProfit Organization documents.

I am not sure about the other documents, since the one you first sent (see attached) was the document they request, but a newer version.

I will see what they say. 

Thank you,


Veronica Alvarado 

Web Department, Diocesan
877-923-0777
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan

Good morning! 


I hope your weather is better than ours is up here in Grand Rapids. This morning thousands of people woke up to no power due to ice!

On the bright side, yesterday I submitted the 2013 501(c)(3) Group Exemption Letter and they accepted it!
This morning, I got the verification email saying that Google had given you NonProfit status.  I then enrolled in G Suite for Non Profits. We should hear back from them in the next day or so.

I will keep you updated!

Thank you,


Veronica Alvarado 

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Great news on G Suite! Thanks for your help on this.

In terms of weather, we are seeing heavy rains and warmer temps for now. Ice is no fun and not power is worse! I hope it melts quick and recovery is quick also.

Phil
FROM THE CLIENT Bonnie Lee Davis, Office Manager at St. Francis Staff (Cincinnati, OH)
Awesome Veronica!

Try to stay warm!!

Bonnie
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
I'll get power back by tomorrow at midnight, but I just have to remember that I'm fortunate enough to even have electricity, right? :)

Work has power and heat, though, so that's always a plus!

Stay dry, you two,


Veronica Alvarado 

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
HI Michel,

If you are able to zip and transfer the site, I'd like to think you could just send it to Diocesan direct.

Veronica, do you have a FTP location, google drive or some area where Michel could send the file to for St.Francis de Sales current content?

Just let us know.

Thanks,

Phil
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Hi Veronica,

The zip file of our website content should be on google drive shortly.

I will prepare an outline of the current content and indicate if we are moving it as is or have new updates.

Please let me know if you have any updates on a projected time line for development.

Thanks,

Phil
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
Alrighty, that sounds good! Feel free to upload those items to the Google Drive folder as well. 

As for the timeline, I spoke with our developer and he does plans on beginning your project next, so it will be forgoing the development queue and using the timeline that I previously sent you. 

Let me know if there is anything else you need help with. 

Thank you,


Veronica Alvarado

Web Department, Diocesan
877-923-0777
FROM THE CLIENT Phil Louis, St. Francis Staff (Cincinnati, OH)
Thanks for your help with this Veronica! We really appreciate it.

Phil
TO THE CLIENT Veronica Alvarado, Project Manager at Diocesan
Oh, of course! I'm actually really excited about your website's design. I think it's going to work really well for you guys in terms of content, plus it's so visually appealing that I truly believe that it's going to do a great job of showing visitors exactly what y'all are all about. 


Veronica Alvarado

Web Department, Diocesan
877-923-0777