Association Management Request for Proposal

Today's Date:*

CONTACT INFORMATION

Name:*

First Last

What is your current position with the organization?*

Email:*

Phone:*

KEY ASSOCIATION INFORMATION

Organization Name:*

Website:*

Type of Organization:*

IRS Classification:*

CURRENT MANAGEMENT STRUCTURE

What is the current management structure of the organization?*

If managed by an AMC, which one?

How many years has the AMC managed your organization?*

Has the current management company been notified of the search?*

Will the current management company be submitting a proposal?*

Has the organizations Board authorized this search?*

How many Full Time Equivalent (FTE) personnel currently manage the association? (e.g. 3.5 FTE):*

Services Requested: (select all that apply):*

ASSOCIATION SEARCH PROCESS

What prompted the search for a new management company?*

Proposal Deadline(e.g. mm/dd/yyyy)*

What is the current budget for the AMC services?*

Does the organization have a formalized search committee?*

What is the start date of the transition process?*

What is the formal start date?*

MORE ABOUT THE ORGANIZATION

Membership history for the past 3 years:*

Geographic Scope of Organization:*

Number of Chapters or Regional Groups:

Number of Board members:

Does your organization have a strategic plan?*

What year was your most recent strategic plan developed?*

Do you plan to include your strategic plan in the RFP?*

Key Membership Benefits (select all that apply):*

Education
Industry/Profession Research
Networking
Lobbying
Other

Do you plan to develop or redevelop a strategic plan under new management?*

Total number of individual members:

How many classes of membership are there?*

Total number of individual members:

What association management software does your organization use for its membership database?*

What accounting software does your organization use?*

CONFERENCE AND MEETINGS

Number of in-person board/executive committee meetings per year:*

Number of in-person committee/Special Interest Group meetings per year:*

Indicate all future conference and events (of any size) for the current calendar year:*

Number of attendees at largest conference:*

ORGANIZATION FINANCIAL INFORMATION

What is the total Gross Income from all sources for the most recent fiscal year?

Dues Billing Cycle?

What was the total income from membership dues alone?*

Equity at last fiscal year-end?*

When does your fiscal year begin?*

Accounting Method*

Are the financials annually audited/reviewed by an independent CPA*

When was the most recent audit performed?*

Describe your dues amounts:*

Dues Types (include the amount, the applicable member type, and number of members in each type):*

DOCUMENT UPLOAD

RFP -Request for Proposal Document

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