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Full Service RFP

Getting Started

Instructions
Yes

Supporting Documentation
Yes

Page Break for Instructions

Key Information

Organization Name:
Association for Continuing Legal Education

Acronym:
ACLEA

Website Address:www.aclea.org

What prompted the search?
Current Management Service Agreement expiring.

Proposal Deadline:
Fri, 2013-03-22

What is the current budget?
$126,000

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

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

Membership history for the past 3 years:
Constant

Current Management Structure

What is your current management structure?
AMC

If managed by an AMC as indicated above, please answer next 5 questions. If not managed by an AMC, proceed to Question 7.
If managed by an AMC, who?
TICLE - Texas Institution of CLE

How many years does the organization have with its current management?
19

Has current management been asked to submit a Proposal?
Yes

Has current management been notified of the search?
Yes

Will current management submit a proposal to continue?
No

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)
2

Future Management Structure

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

If yes, are you using a third party?
No

Services Requested:(select all that apply)
Membership Management
Financials
Meeting/Conventions
Web Management
Publications
Marketing
Educational Workshops/Seminars

Future Management Structure

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

If yes, are you using a third party?
No

Services Requested:(select all that apply)
Membership Management
Financials
Meeting/Conventions
Web Management
Publications
Marketing
Educational Workshops/Seminars

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:
Una Doyle

Contact’s Position within the Organization:
Member of Executive Committee

Contact’s Email Address: unadoyle@iprimus.com.au

Mailing Address Address Line 1:
46 Cascade St

City:
Paddington,NSW 2021 Australia

State:
AL

Zip:
2021

Phone:
1 813-229-4358

How did you hear about the AMC Institute RFP Process?
Web search and recommendations

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

What is the date for initial screening of proposals by the Search Committee?
Mon, 2013-03-25

What is the target date for completion of due diligence on short-listed proposals?
Wed, 2013-05-01

What is the date for selected proposal presentation(s)?
Fri, 2013-05-17

What is the location for selected proposal presentation(s)?
New Orleans

What is the start of the transition process?
Sun, 2013-06-30

What is the formal start date?
Sun, 2013-09-01

More About the Organization

Year Established:
1964

Type of Organization:
Professional Society

IRS Classification
510(c)3

Geographic Scope of Organization:
International

Number of Chapters or Regional Groups:
0

Number of Board Members:
12

Does your organization have a strategic plan?
Yes

If yes, in what year was your most recent strategic plan developed?
2012

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

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

Do you plan to develop or re-develop a strategic plan under new management?
No

Total number of individual members (all classes):
600

Total number of company members:
0

How many classes of membership are there?
1

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

Conferences and Meetings

Number of in-person board/executive committee meetings per year:
4

Number of virtual board/executive committee meetings per year:
6-8

Number of in-person committee/Special Interest Group meetings per year:
2-6

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:
ACLEA's 49th Annual Meeting Baltimore Marriott Waterfront Baltimore, Maryland August 3 - 6, 2013 250 approx attendees $645
Meeting2:
Next meeting is Feb 2014

Organization Financial Information

What was the organization’s total Gross Income from all sources for the most recent completed fiscal year?
$550,000

Dues Billing Cycle:
Other

May

What was the total income from membership dues alone?
$129,000

Equity at last fiscal year-end:
$470,000

When does your fiscal year begin?
1 May

Accounting Method:
Cash

Are the financials routinely audited/reviewed by an independent CPA?
Yes

If yes, when was most recent audit performed?
December 2012

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:
Primary Member $245
Dues Type2:Second or more member from one organisation $195
Dues Type3:Associate member $65, 26 members

Document Upload

Supporting Document
ACLEA RFP to Manage the Association.pdf

Other

File1:
CW13_Brochure.pdf

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