Resources

Request For Proposal

Interested in obtaining training in Policy Governance®? Use this form to submit a Request for Proposal to obtain a fully qualified Policy Governance® consultant for your organization. Once you have submitted your RFP, all qualified, participating IPGA Full member, Academy trained consultants will be alerted and asked to submit a proposal to you in the selected format and timeframe.

* Required Fields

Section I. - Organizational Overview

Name of Organization: *
Acronym:
Year Established:

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?
Geographic Scope of Association *
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 *
Send Proposals Via  
Number of Copies Needed
Number of Years with Current Consultant
Has Board Authorized Search? *
What Has Prompted Your Search? *
How Did You Hear About the IPGA RFP Process?
How Important is it to your organization to Hire a Policy Governance® Trained Consultant

Section III. Scope of Services

Services Requested *
(Mark all that apply)  
Board Governance Member Communication Ownership Linkage
CEO Oversight Policy Development Monitoring
Other
Are you Seeking Special or Unique Qualifications *
(e.g. 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 *
Does your Organization have its Financial Statements routinely Audited or Reviewed by an Independent CPA? *
If Yes, When was Most Recent Audit Performed?
Dues Billing Cycle *
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 *
Average Number of Speakers at Member Meetings *
AVG Number Of Educational Sessions at Member Meetings *
Membership Communication Preference
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