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Full Service RFP

Getting Started

Instructions
Yes

Supporting Documentation
Yes

Page Break for Instructions

Key Information

Organization Name:
Association of Business Process Professionals International

Acronym:
ABPMP

Website Address:www.ABPMP.org

What prompted the search?
We are at a point in our association's growth where we desperately need professional association management services to support our programs and think we can finally afford to contract for them.

Proposal Deadline:
Tue, 2013-03-12

What is the current budget?
We are budgeting between $50,000 and $75,000 per year for AMC services

Think about the location where your new AMC might be headquartered.

Must your new AMC be headquartered in a specific location?
No

If yes, specify which country, region, state or metro area.
prefer Midwest, US major city

Membership history for the past 3 years:
Increasing

Current Management Structure

What is your current management structure?
Volunteer

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)
0

Future Management Structure

How important is it for you to hire an AMC Institute Accredited AMC?
Important/Preference will be given to Accredited AMCs

Services Requested:(select all that apply)
Membership Management
Financials
Meeting/Conventions
Web Management
Accreditation/Certification

Search Process and Contact Information

Does the organization have a formalized search party?
Yes

If yes, are you using a third party?
No

Is the RFP being distributed through any other organizations or platforms?
Yes

Contact Name:
Brett Champlin

Contact’s Position within the Organization:
Past President and 2013 VP Financial Services

Contact’s Email Address: brett@thechamplins.com

Mailing Address Address Line 1:
Perennial Lane

City:
Highland Park

State:
IL

Zip:
60035

Phone:
847-910-0602

How did you hear about the AMC Institute RFP Process?
ASAE website reference

How would you like proposals to be delivered to you?
Email

What is the date for initial screening of proposals by the Search Committee?
Sat, 2013-03-16

What is the target date for completion of due diligence on short-listed proposals?
Sat, 2013-03-23

What is the date for selected proposal presentation(s)?
Sat, 2013-03-30

What is the location for selected proposal presentation(s)?
Via Internet

What is the start of the transition process?
Fri, 2013-04-05

What is the formal start date?
Wed, 2013-05-01

More About the Organization

Year Established:
2003

Type of Organization:
Professional Society

IRS Classification
510(c)6

Geographic Scope of Organization:
International

Number of Chapters or Regional Groups:
17

Number of Board Members:
10

Does your organization have a strategic plan?
Yes

If yes, in what year was your most recent strategic plan developed?
2011

Do you plan to include your strategic plan with the RFP?
Yes

Key Membership Benefits: (select all that apply)
Education
Networking
Other

Certification Program

Do you plan to develop or re-develop a strategic plan under new management?
Yes

Total number of individual members (all classes):
950

Total number of company members:
10

How many classes of membership are there?
3

What software does your organization use for its membership database?
Affiniscape

Conferences and Meetings

Number of in-person board/executive committee meetings per year:
2

Number of virtual board/executive committee meetings per year:
2

Number of in-person committee/Special Interest Group meetings per year:
0

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.
Meeting

Meeting1:
Board of Directors meeting, March, probably Phoenix or San Antonio

Organization Financial Information

What was the organization’s total Gross Income from all sources for the most recent completed fiscal year?
211018

Dues Billing Cycle:
Anniversary Month

What was the total income from membership dues alone?
96440

Equity at last fiscal year-end:
427675

When does your fiscal year begin?
January 1

Accounting Method:
Cash

Are the financials routinely audited/reviewed by an independent CPA?
No

Describe your dues amounts. Include the amount, the member type it applies to, and the number of members in that type for each.
Due Type

Dues Type1:
Professional $150 Associate/Academic $75 Student $40 Corporate in increments of 10 professional members

Document Upload

Supporting Document
ABPMP_AMC_RFP.doc

Financial Statements
ABPMP balsheet 12-31-12 Excell

Statement of Financial Activities
ABPMP P&L2012 Excell

By-Laws
ABPMP Bylaws Ver 1.6 20130205.docx

Strategic Plan
ABPMP Strategic Marketing Plan BOD Revised Feb 2013.pptx

AMCI Partners

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