We are starting to get CRB clients, and they fall into one of two Tiers, detailed below. The tier will be indicated in the bottom notes section of the Overview Sheet when submitted to Implementation. Please take note as you setup or review the clients. There is also a new Extra Field, CRB Client Type, that will need to be updated to Tier 1 or Tier 2 on these clients.
CRB Tier 1 (touches the plant/products in some way)
- 3-day submit window for ACH or 2-day submit window for wires
- ACH processes through NorthBay Credit Union only using NorthBay bank accounts
- No OBC
- 3-year contract and price guarantee, increases by 6% yearly afterwards
- New clients (not from Payroll Systems) require CRB Due Diligence
CRB Tier 2 (provides services to CRB clients but does not touch the plant/products)
- ACH processes though Wells Fargo or ACB only using standard PayNW bank accounts
- No OBC
- 3-year contract and price guarantee, increases by 6% yearly afterwards
- New clients (not from Payroll Systems) require modified Due Diligence
CBD Tier 3
- 3-day submit window for ACH or 2-day submit window for wires
- ACH processes through NorthBay Credit Union only using NorthBay bank accounts
- No OBC
- 3-year contract and price guarantee, increases by 6% yearly afterwards
- New clients (not from Payroll Systems) require CBD Tier 3 Due Diligence