The following is a checklist that will facilitate a comprehensive, open exchange of information between your organization and Total Management Solutions. Please fill in as much information as possible and click the submit button at the bottom of the page. If you prefer, you may download this form as a .pdf document by clicking here.

Date:

GENERAL INFORMATION

Association Name:

Contact Person: Association Position:

Contact title, company:

Association Address:

City:

State: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY Zip:

E-Mail Address:

ORGANIZATION

1. What is the primary geographic scope of your association? International National Regional State Local 2. What is the primary industry or profession served by your association? 3. What is the primary type of membership in your association? Companies/Institutions Individuals Both

4. Is the association incorporated? Check if yes State of incorporation AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY 5. What is the IRS tax status of your association? 501(c)3 501(c)6 Other: 6. Is your association's IRS tax exemption letter of determination on file? Check if yes

MEMBERSHIP

1. Total number of current members in your association? 2. What is the number of potential members? 3. Is the membership: Increasing Decreasing About same as last year	4. Is your association's membership information computerized? Check if yes      a. If "yes," what equipment is used?      b. If "yes," what software is used?
5. What are the classes of membership in your association? Category/Description Number Voting/Non-Voting Annual Dues Rate/Category Voting Non-Voting $ Voting Non-Voting $ Voting Non-Voting $

BOARD OF DIRECTORS

1. Number of directors on the board 2. Number of officers 3. How often does the board typically meet each year?      Number of days per meeting       In person By teleconference 4. On what dates and in what cities did your board hold meetings during the past year? Date City

5. Does your association have an executive committee? Check if yes      a. If "yes," how many members serve on the executive committee?      b. How often does the executive committee meet each year?      Number of days per meeting       In person By teleconference

COMMITTEES

1. Please list all other current committees/task forces, and provide meeting information for each (per year): Name of Committee No. Serving On Committee No. of Meetings in person No. of Days Per Meeting No. of Meetings by Teleconference 2. Are board or committee members reimbursed for expenses? Check if yes      If "yes," on what basis?

MEETINGS, CONFERENCES AND TRADE SHOWS
1. Please list all meetings, conferences and trade shows produced by/for your association each year:

Type of Event No. of Meetings Per Year City/Cities Where Event Last Held No. of Days Per Event Total Attendance No. of Sessions No. of Exhibitors Total Net Square Feet of Exhibit Space 2. Does your association typically attend meetings, conferences or shows other than those it produces? Check if yes      If "yes," explain why:

COMMUNICATIONS

1. Does the association have a newsletter? Check if yes      If "yes,"           a. How often is it published?           b. Number of pages?           c. Does it carry advertising? Check if yes 2. Does the association have a magazine or newspaper? Check if yes      If "yes,"           a. How often is it published?           b. Number of pages?           c. Does it carry advertising? Check if yes 3. Does the association have a membership directory or roster? Check if yes      If "yes,"           a. How often is it published?           b. Number of pages?           c. Does it carry advertising? Check if yes           d. What other information does it contain?

4. Approximately how many times are bulletins or other mailings sent to members each year? Explain, if necessary 5. Who is responsible for producing your publications? Outside Contractor Members Staff Combination 6. Who is responsible for producing your membership directory? Outside Contractor Members Staff Combination 7. Does your association have a Web site? Check if yes      If "yes,":           a. What is your Web address?           b. How often is your Web site updated? Daily Weekly Monthly Other            If other (please explain)           c. Who updates your Web site? Outside Contractor Members Staff Combination

FINANCIAL MANAGEMENT

1. What is your association's current budgeted:      Total annual revenues?      Total expenses? 2. In what month does your fiscal year begin? January February March April May June July August September October November December 3. What was your fund balance at the end of last fiscal year? 4. How often are your association's financial statements prepared?

5. What procedures do you use in administering your checking account(s)? Number of Signatures req. Number of accounts Other If "Other", please describe: 6. What is your association's employer identification number (EIN)? 7. Do you have copies of your IRS Form 990 available for the past 3 years?      Check if yes

SERVICES, PROGRAMS AND ACTIVITIES
Please indicate which current services, programs and activities your association offers its membership:

Statistical Reporting Market Research Group Insurance Chapter Programs/Assistance Training Other (please describe)

Surveys Marketing Promotion/Advertising Education Government Relations Credit/Collection

Standardization Public Relations Testing and Certification Long Range Planning Technical

LEGAL

1. Does your association regularly retain or employ legal counsel? Check if yes      If "yes," who?

2. Does your legal or any other external service report directly to any of the following? Board Executive Committee Executive Director Account Exec. of Assn. Mgt. Company Other If "Other", please describe:

LOBBYING

1. Does your association regularly retain or employ a lobbyist? Check if yes

2. If "Yes," what is the scope of your lobbying activities?

MANAGEMENT STAFF

1. Is your association currently being managed by an association management company? Check if yes 2. Is the company aware of the search? Check if yes

3. If your association is not being managed by an association management company, does it currently have a management staff and a headquarters? Check if yes 4. If "yes," is the current management staff aware of the search for new management? Check if yes

REQUIRED MATERIALS
Please send a copy of the following items:

• Copy of by-laws, Current financial statement, Financial statement of last full year
• List of officers and directors, Mission statement or purpose of the association

REQUESTED MATERIALS
The following are also requested:

• Magazine, Membership Application, Roster of present management
• Newsletter, Membership brochure, Annual meeting promotional brochure
• Newspaper, Membership directory, Trade show promotional brochure
• Board meeting minutes from the past 1-3 years