|Full Service RFP|
What prompted the search?
What is the current budget?
Think about the location where your new AMC might be headquartered.
Membership history for the past 3 years:
Current Management Structure
What is your current management structure?
Has the organization’s Board authorized this search? Yes
How many full time Equivalent (FTE) personnel currently manage the association? (e.g. 2.75 FTE)
Future Management Structure
How important is it for you to hire an AMC Institute Accredited AMC?
Services Requested:(select all that apply)
Search Process and Contact Information
Does the organization have a formalized search party?
If yes, are you using a third party?
Is the RFP being distributed through any other organizations or platforms?
Contact’s Position within the Organization:
Contact’s Email Address: firstname.lastname@example.org
Mailing Address Address Line 1:
How did you hear about the AMC Institute RFP Process?
How would you like proposals to be delivered to you?
What is the date for initial screening of proposals by the Search Committee?
What is the target date for completion of due diligence on short-listed proposals?
What is the date for selected proposal presentation(s)?
What is the location for selected proposal presentation(s)?
What is the start of the transition process?
What is the formal start date?
More About the Organization
Type of Organization:
Geographic Scope of Organization:
Number of Chapters or Regional Groups:
Number of Board Members:
Does your organization have a strategic plan?
If yes, in what year was your most recent strategic plan developed?
Do you plan to include your strategic plan with the RFP?
Key Membership Benefits: (select all that apply)
Do you plan to develop or re-develop a strategic plan under new management?
Total number of individual members (all classes):
Total number of company members:
How many classes of membership are there?
What software does your organization use for its membership database?
Conferences and Meetings
Number of in-person board/executive committee meetings per year:
Number of virtual board/executive committee meetings per year:
Number of in-person committee/Special Interest Group meetings per year:
Indicate all future conferences and events (of any size) for the current calendar year. Include meeting name, location, hotel, registration fee and number attending for each.
Organization Financial Information
What was the organization’s total Gross Income from all sources for the most recent completed 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?
Are the financials routinely audited/reviewed by an independent CPA?
Describe your dues amounts. Include the amount, the member type it applies to, and the number of members in that type for each.
Statement of Financial Activities