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Request More Information

Please use the request for proposal form below to let us know which of our association management services you would like more information about - the more details you provide initially, the faster we can turn around the information requested. 

Ask a CAE

Do you have a quick question about our association management services?  Send us an email at management@faseb.org and a Certified Association Executive (CAE) will respond.  Or, for immediate assistance, please contact us at 301.634.7213.

Summary of Services Requested

Please indicate services requested (mark all that apply; if services do not conform to categories provided, please mark “Other” and include brief description)* Check at least one
 








Background Information

Name of organization*  
Acronym
Year Incorporated
Incorporated in which State
Type of Organization*  
IRS classification*  
Geographical Scope of Organization
Number of Chapters/Regional Groups
Number of Board Members
Website address*  
Does your oganization have a strategic plan?
What areas would you like to see improvement in your organization? Detail up to 5




Proposal due date*   Select date  
Presentation (if needed) Due Date   Select date
Selection date*   Select date  
Proposed hire date   Select date
RFP contact name*  
Position within Organization*  
Complete mailing address*  
Phone*  
Fax
Email*  
Send proposals via  


 
If mailed, number of copies
What has prompted your search?*  

Current Management

Current provider of services requested
Number of full time equivalent personel
Number of hours currently devoted to service
Budget of services


Membership Services

Total number of members
How many membership categories do you have
Membership history for past few years
What type of renewal cycle for membership
Membership communication preference
What software does your organization currently use for your membership database
Do you sell items on your website?
Do you have a directory


Accounting & Financial Services

Are financial records current and available
Are financial routinely audited/reviewed by an independent CPA
        If yes, when was the last audit   Select date
Accounting method
Nature of financial activity, check all that apply
Please detail if other checked
Number of transactions per month
       Who processes these
        transactions
Total GROSS income from all sources
Equity at last fiscal year end
Financial History for past few years


Meeting Management Services

How many member related meetings per year (annual meetings, symposiums, etc.)
Do you offer other training classes, webinars, teleconferences, etc.?
If Yes, about how many per year


Publication Services

How many journals/newsletters/books do you publish annually
Do members receive any of these as part of membership
      If yes, explain and to which       membership types
If journal is not self published, how often do you send a label list to the publisher/online provider?


Marketing & Advertising Services

How do you currently market and advertise for your organization?




Other
What additional ways are you looking to market and advertise for your organization




Other
Are you interested in increasing your advertising sales via our AdNet Services? www.faseb.org/adnet
Do you have a Marketing Budget?


Project Management Services

Please describe the project in detail for which you are seeking assistance with


Other Services

Please describe other services.


Supporting Documents

Financial Statements upload
Bylaws upload
Strategic Plan upload (if available)
Written RFP upload (if available)
Other uploads that may help in the process include: internal policies, calendar of events, project timelines, 990s, last financial audit, etc.
You must select at least one type of service at the top of this page to continue

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