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Writing an RFP

WRITING AN RFP

When an organization is developing a Request for Proposal (RFP), it is of utmost importance to think of where you came from, where you are now, and where you would like to be in the coming years. Defining these essential requirements will ensure that you will find an AMC with the expertise and resources needed to manage and grow your association.

THE INFORMATION NEEDED TO COMPLETE AN RFP INCLUDES:

  • History of organization (age, incorporation date and location)
  • Mission Statement
  • Strategic Plan/Goals and Objectives
  • Leadership Organization Chart (Board and Committee Structure)
  • Number of Board and Committee Meetings (In Person, Webinar, Conference Calls)
  • Number of Conferences/Year (Current and Future Dates and Locations)
  • Unique Programs (Example: Certification Programs, Special Interest Groups, Legislative Activity)
  • Audit Report and Past Three Year’s Financial Statements
  • Annual Budget
  • Membership Reports/Numbers (Recent and Past)
  • Bylaws
  • Articles of Incorporation
  • Most recent 990
  • IRS Application Form and Letter of Determination
  • Copies of Publications (E-newsletters, Magazines, Journals, Directories)
  • Copy of Conference Brochures
  • Calendar of Scheduled Events (Current and Future)
  • Scope of Services
  • Instructions to Submit Proposal
  • Selection Committee Chair’s Contact Information
  • Dates: Deadlines, AMC Presentation Dates, Selection Timeline, Hiring Date

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