Request for Proposal

Ready to submit your Request for Proposal (RFP)? Follow these steps:

1. Make sure your RFP includes all of the information necessary for prospective AMCs to develop a useful proposal for your review. For samples, tips, and advice, go here: http://www.amcinstitute.org/select/prepare.cfm. If you have additional questions as you are preparing your RFP, please contact AMC Institute Headquarters. Jennifer Miller is available to assist you through this process. She can be reached at (215) 564-3484, ext. 2249 or jmiller@amcinstitute.org.
   
   
2. Make sure you have all the information requested in the online profile form below. Scan the questions before you begin. If you have any questions about the profile form, contact Jenn.
   
   
3. Complete the online profile form. When you get to the bottom of the page, you can upload the RFP itself, plus any supplementary materials that would be useful to the prospective AMC.
   
   
4. After you click "Submit Request for Proposal," your entry will be sent directly to Jennifer Miller. She will review the proposal and make sure it includes everything necessary. Upon approval, she will post it to the Members Only section of the AMC Institute website and notify AMC Institute members that a new RFP is available.
   
   
5. Once the RFP has been posted, Jenn will send you a confirmation email within 48 hours.

IMPORTANT NOTE: Please allow 30-45 days minimum before proposals are due. AMC Institute members devote a lot of time and research into each RFP before bidding. They need at least 30-45 days to decide if your organization is a good fit for their company and if so, to prepare a comprehensive proposal. Thank you for your understanding.

* Required Fields

Section I. – Organizational Overview

Name of Organization: * Acronym: Year Established: Association Website Address: Type of Organization: * Trade Association Professional Society Foundation Other (Specify) IRS Classification: * 501 (c)3 501 (c)6 Other (Specify) Current Number of Members * Membership Outlook Increasing Decreasing Constant Membership Benefits (check all that apply) Education Networking Lobbying Other (Specify) Year in Which your Most Recent Strategic Plan Developed? If your Organization Does Not Have A Strategic Plan, is it Your Board’s Intention to Develop One Under New Management? Please Select Yes No Geographic Scope of Association * Please Select Local State Regional National International Number of Chapters/Regional Groups Proposal Contact Name * Position Within Association * Address * Phone * Fax * Email *

Section II. – RFP Details

For all entries that request a date, please use the format XX/XX/XXXX

Letter of Intent (To Submit Proposal) Due Proposal Due Date * Date & Location of Formal Presentation  Selection Date * Hire Date * Send Proposals Via   Please Select Mail Email Email and Mail Number of Copies Needed Currently Managed By? * Number of Years with Current Management Current Management Notified? * If you select NO, AMC Institute cannot distribute your RFP. Please Select Yes No Has Board Authorized Search? * Please Select Yes No Will Current Management Submit a Proposal to Continue? Please Select Yes No Don't Know What Has Prompted Your Search? * How Did You Hear About the AMC Institute RFP Process? How Important is it to your organization to Hire an AMC Institute Accredited AMC? Please Select Very Important Important Somewhat Important Not Important Learn More About AMC Institute Accreditation.

Section III. Scope of Services

Services Requested * (Mark all that apply)   Membership Management Financials Meeting/Convention Web Management Publications Marketing Educational Workshops/Seminars Specialized Lobbying Accreditation /Certification Other Are you Seeking Special or Unique Qualifications * (e.g. AMC Institute Accreditation, CAE Level Executive, Industry- or Profession-Specific Knowledge, etc.?)

Section IV. – Financial, Meeting and Membership Details

A. Financial Profile Total Annual Income for Most Recent Fiscal Year * Equity at Last Year-End * Fiscal Year Begins * Accounting Method * Please Select Cash Accrual Does your Organization have its Financial Statements routinely Audited or Reviewed by an Independent CPA? * Please Select Yes No Don't Know If Yes, When was Most Recent Audit Performed? Dues Billing Cycle * Please Select Anniversary Month January Billing Other - Month Dues Amounts: * Member Type Number Dues Amount B. Meeting Profile Number of Full Member Meetings Per Year * Number of Board Meetings Per Year in Person * Number of Board Meetings Per Year Via Teleconference * Number of Committee Meetings Per Year in Person * Number of Committee Meetings Per Year Via Teleconference * Number of Board Members * Meeting/Conference Schedule for the Next 12-Months: (include Full member, Board, Educational Conferences, other) For all entries that request a date, please use the format XX/XX/XXXX. Meeting Type Date Attendance Registration Fee City / Location Exhibit Total Average Number of Speakers at Member Meetings * AVG Number Of Educational Sessions at Member Meetings * Membership Communication Preference Please Select Electronic Paper Fax Combination File Upload 1 File Upload 2 File Upload 3 File Upload 4 File Upload 5

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