AMI Association RFP Background Information
Please provide detailed information about your organization and it's operations for AMI to get to know you better http://www.aminc.org/
General Information
General Information
Association Name
Acronym
Contact Person
Title
Address
Email
Phone
Fax
Organization
Organization
Primary geographic scope of your association?
Primary industry or profession served?
Primary type of membership in your association?
Companies/Institutions
Individuals
Both
IRS tax status of your association?
501(c)(3)
501(c)(6)
Other
Membership
Membership
Total number of current members?
Number of potential members?
Does your association have chapters?
Yes
No
How many chapters does your association have?
If you answered 'yes' to the previous question.
Please indicate classes of membership.
Include the following for each class: category/description, number of members, voting/non-voting and annual dues rates.
Board of Directors
Board of Directors
Number of members on board of directors?
Number of board meetings each year?
How many in person meetings?
Number of hours per meeting?
How many meetings by teleconference?
Does your association have an executive committee?
Yes
No
If 'yes', what # of in-person and teleconfernce?
Financial Mangement
Financial Mangement
Association's current budget:
Total annual revenues?
Total Expenses?
Month in which fiscal year begins?
Amount of fund balance at end of last fiscal year?
How often are financial statements prepared?
Services, Programs, and Activities
Services, Programs, and Activities
Which current services are offered to membership?
Lobbying
Lobbying
Does your association regularly retain lobbyists?
Yes
No
If 'yes', what is the scope of lobbying activity?
Management Staff
Management Staff
Is the association currently being managed?
(by an association management company)
Yes
No
If 'yes', how many years managed?
Is the company aware of the search?
Yes
No
Does the association have management staff?
(and a headquarters)
Yes
No
If 'yes', is staff aware of the search?
(for new management)
Has a request for RFP been developed?
(for this search)
Yes
No
If 'yes', what is the deadline to respond?
What is the anticipated start date?
(for the new association management company?)
Your preferred method of contact?
Telephone
Fax
Email
Meetings, Conferences, and Tradeshows
Meetings, Conferences, and Tradeshows
Please list all meetings, conference & tradeshows:
include number of meetings per year, where the event was held, no. of days per event, total attendance, no. of sessions, no. of exhibitors and total net square feet of exhibit space
Does your association attend other shows?
(other than those it produces?_
Yes
No
If 'yes', please explain why:
Communications
Communications
Does association produce any of the following:
select all that apply
If 'yes', how often is it published?
please list publishing frequencies for all options selection in previous question
Do any of them carry advertising?
Yes
No
If 'yes', please indicate which items advertise
select all that apply
Annually, how often are bulletins send to members?
or other mailings - explain if necessary.
Who is responsible for producing the publications?
Outside contractor
Members
Staff
Combination/Other
Who is responsible for managing social media?
Outside contractor
Members
Staff
Combination/Other
Who oversees producing membership rosters?
Required Materials
Required Materials
Please attach a copy of the following items: * These are not needed if they are located on the association's website -List of officers and directors -Mission statement or purpose of the association -Current financial statement -Financial statement of last full year -board meeting minutes from the past one to three years
Requested Materials
Requested Materials
The following items are also requested: -Magazine -Newsletter -Newspaper -Membership application -Membership brochure -Membership directory -Roster of present management -Annual meeting promotional brochure -Tradeshow promotional brochure
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