Full-Service RFP Please fill out all form fields as accurately and completely as possible. 1Overview2Current Information3Selection Criteria4Supporting Documents Name of Organization* Acronym Website Address Proposal Due Date* MM slash DD slash YYYY Date and Location of Presentation*Selection Date* MM slash DD slash YYYY Hire Date* MM slash DD slash YYYY RFP Contact Name* Position Within Association* Mailing Address* Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Phone* Fax* Email* Send Proposals Via*Email and MailEmailMailNumber of Copies to Mail BasicYear Established*Type of Organization* Trade Association Professional Society Foundation IRS Classification* 501 (c)3 501 c(6) Geographic Scope of Association*LocalStateRegionalNationalInternationalNumber of Chapters/Regional Groups*Year when your most recent strategic plan was developed?Please make sure to upload your most recent strategic plan in the last section.If your organization does not have a strategic plan, do you intend to develop one under new management?YesNoPossiblyNumber of Board Members*Key Membership BenefitsCheck all that apply Education Networking Lobbying Other Please specify what you mean by "Other" Current ManagementCurrently managed by?* How many years with current management?*How many full time equivalent (FTE) personnel currently manage the association?*e.g., 2.75 FTEPlease enter a number greater than or equal to 0.Has current management been asked to submit a proposal?*YesNoHas current management been notified of the search?*YesNoWill current management submit a proposal to continue?*YesNoDon't KnowMembershipTotal number of individual members (all classes)*Please enter a number greater than or equal to 0.Total number of company members*Please enter a number greater than or equal to 0.How many classes of membership?*Membership history for the past 3 years* Increasing Decreasing Constant What software is your organization currently using for its membership database? FinancialTotal GROSS income from all sources for most recent completed fiscal year* Total income derived from membership dues* Billing cycles*Anniversary MonthJanuary BillingOtherPlease specify what you mean by "Other"? Equity at last fiscal Year-End* Fiscal year begins* Accounting methodCashAccrualAre financials routinely Audited/Reviewed by an independent CPA?*YesNoIf Yes, when was most recent audit performed? MM slash DD slash YYYY Dues AmountsMember TypeNumber of MembersDues Amount Conference & MeetingsNumber of board or executive committee meetings per year in person*Number of board or executive committee meetings per year via teleconference*Committee or Special Interest Group (SIG) meetings per year in person*Indicate all conferences of whatever size, for the current calendar year:*Meeting Name Location and HotelDatesRegistration FeeNumber of AttendanceNumber of Exhibits Services Requested*mark all that apply Membership Management Web Management Educational Workshops/Seminars Accreditation /Certification Financials Publications Specialized Meeting/Convention Marketing Government Relations / Lobbying Other Please specify what you mean by "Other" Please list up to five areas of service where you would like to see improvement from the new AMC:* How important is the Chief Staff Officer's knowledge of your organization's industry?*(On a scale from 1 least important to 5 most important)12345Please indicate if any special credentialing is expected of Chief Staff Officer (e.g., CAE, CMP):* How important is the Chief Staff Officer’s experience with or knowledge of the AMC professional or industry?*(On a scale from 1 least important to 5 most important)12345Must the AMC be headquartered in a specific location?*YesNoThird ChoiceIf yes, where?(specify country, region, state, or metro area) How important is it to hire an Accredited AMC? Not important / no preference will be given to Accredited AMCs Important / preference will be given to Accredited AMCs Mandatory / we will only consider Accredited AMCs (choose this to send RFP only to accredited firms) Supporting DocumentsEach organization is required to upload a Supporting Document. To view a sample and template, please visit the instructions page. We highly recommend that you also provide financial information, bylaws, and your strategic plan. It is in the best interest of not only your organization, but also potential AMCs, to provide this information up-front. This information will allow AMCs to develop quality RFPs that are responsive to your needs in the timeframe requested. Please upload all documents in PDF formatSupporting Document Upload (PDF)*Accepted file types: pdf, Max. file size: 100 MB.Bylaws Upload (PDF)Accepted file types: pdf, Max. file size: 100 MB.Strategic Plan Upload (PDF)Accepted file types: pdf, Max. file size: 100 MB.Other uploads that may be helpful include copies of internal policies and procedures, detailed annual calendar, project timelines, and samples of any meeting agendas, list of board members:Accepted file types: pdf, Max. file size: 100 MB.Other uploads that may be helpful include copies of internal policies and procedures, detailed annual calendar, project timelines, and samples of any meeting agendas, list of board members:Accepted file types: pdf, Max. file size: 100 MB.Other uploads that may be helpful include copies of internal policies and procedures, detailed annual calendar, project timelines, and samples of any meeting agendas, list of board members:Accepted file types: pdf, Max. file size: 100 MB.Other uploads that may be helpful include copies of internal policies and procedures, detailed annual calendar, project timelines, and samples of any meeting agendas, list of board members:Accepted file types: pdf, Max. file size: 100 MB.Other uploads that may be helpful include copies of internal policies and procedures, detailed annual calendar, project timelines, and samples of any meeting agendas, list of board members:Accepted file types: pdf, Max. file size: 100 MB.Security TestPlease click 'Submit' only once. 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