General Information
Association Name*:
Association Website Address:
Contact Person's Name*:
Title*:
Address 1:
Address 2:
City:
State:
Zip:
E-mail*:
Phone:
Fax:
Organization/Membership
1. Primary geographic scope of the association: International National Regional State Local
2. Primary industry or profession served by the association:
3. IRS tax status of the association: 501(c)3 501(c)6 Other:
4. Total number of current members: Membership outlook:
5. Does the association have chapters: yes no * if yes, number of chapters:
6. Classes of membership:
Financial Management
1. Association's current budgeted: Total annual revenues: Total expenses:
2. Month in which fiscal year begins:
3. Amount of fund balance at end of last fiscal year:
4. How often are the association's financial statements prepared:
5. Does the association conduct annual or periodic audits:
Services, Programs, and Activities
1. Which current services, programs, and activities are offered to the association's membership:
Management
1. Is the association currently being managed by an association management company: yes no * If yes, how many years has association been managed by the company:
2. Is the company aware of the search: yes no
3. If the association is not being managed by an association management company, does it currently have a management staff and a headquarters: yes no
4. If yes, is the current management staff aware of the search for new management: yes no
5. Has a request for proposal (RFP) been developed for this search: yes no
6. If yes, what is the deadline to respond to the RFP:
7. What is the anticipated start date for the new association management company:
8. Your preferred method of contact: phone fax email other (please specify):
Meeting, Conference, and Trade Shows
1. Meetings/conference schedule for next 12 months:
2. Number of full member meetings per year:
3. Number of in person board meetings per year:
4. Number of board meetings per year via teleconference:
5. Number of in person committee meetings per year:
6. Number of committee meetings per year via teleconference:
7. Number of board members:
Communications
1. Does the association produce a newsletter: yes no If yes, how often is it published: Does it carry advertising: yes no
2. Who is responsible for publishing the publication: Outside contractor Members Staff Combination:
3. Who is responsible for producing the membership directory: Outside contractor Members Staff Combination:
Required Materials
Please attach the following items: *Please no more then 10MB total.
Requested Materials
*Please no more then 10MB total.