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Prepare an RFP

Are you a consultant or association volunteer? If so, we have resources that will help you through the process of searching for a management firm.  We know that you have the important responsibility to make prudent choices for your organization.

Once you have read through the resources for consultants or association volunteers, you are ready to gather the information that is needed to fill out an online RFP.  Utilizing our online RFP tool will enable you to reach our pool of members for proposals.

The process of preparing a Request for Proposal (RFP) is a process that will help your organization focus on goals and strategies of your organization.

After providing an overview of your organization, you'll be prompted to outline a scope of services including financial, meeting and membership details. Be as specific as possible, and avoid withholding financial information in the interest of trying to get a low-bid proposal. Common expectations are critical to a successful relationship between an association and an AMC. To elaborate on specific strategic issues, your organization should upload its own RFP document.

When submitting your online RFP, make sure that you include:

  • Request for Proposals 
  • Financial statements
  • Strategic Plan (if your organization has one).

Additionally, we suggest making sure that the deadline for initial submissions is at a minimum, 3-4 weeks.This is to ensure that you receive thorough proposals that are tailored directly to your organizations' needs.

The more information you provide about your organization, the higher quality proposals you will receive and the less time you will spend vetting questions.

In order to find additional resources, click here.

To get started on an RFP for your association, please select one of the buttons below.

RFP: Outsourced ServiceRFP: Full Service

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