Skip to main content

Submit an RFP for Association Management Services

RFP Submission Form

We are interested in forming long-term, trusted relationships with forward-looking associations aligned with our values and interested in reliable operational support and strategic guidance. Let’s find out if we are a good match!

If you already have an RFP, you can upload it below.

Don’t have an RFP prepared yet? Don’t worry! Contact Megan Miller, CMP, VEMM, Vice President of Business Development, and she will be happy to provide you with a template that you can use to create your RFP if you haven’t already prepared one. Simply shoot us an email at info@sbims.com.

  • Organization

  • Contact Info

  • Scope of Services

  • Proposal Details

    If you have developed a request-for-proposal document, please upload it here. Please include any additional supporting documentation such as financial statements, budgets, strategic plans, bylaws, etc. SBI Association Management will treat all information as confidential and will not release any information without permission.
  • MM slash DD slash YYYY
  • Max. file size: 32 MB.
  • This field is for validation purposes and should be left unchanged.

Green shape with four sides icon

From Our Clients

What They’re Saying

“SBI has put in a lot of policies and procedures to help our volunteer organization be more organized and run more smoothly. We are more effective and efficient as an organization. SBI is very attentive to our needs, and is timely in their responding back to our questions. We knew SBI would be good, we did not realize they are actually great!”

Darrell DuncanSACUBO President

“For us, as a small organization of two staff members, SBI is able to increase our impact around our mission and effectively support us in the areas of finance, marketing & communication and event planning.”

Shoshanna Sumka, Executive DirectorIndependent Schools Experiential Education Network

“SBI took the management reins for our organization well into our annual conference planning cycle when our predecessor provider terminated relations unexpectedly. The SBI team hit the ground running and demonstrated superior flexibility and support to make the conference a success... and they have only built upon that success since.”

Mark Patterson, Conference Committee Co ChairInternational Ombuds Association

“WOW – just WOW!! I have been through a lot of conferences and conference planning, and I have to say—this was an extraordinary experience. I don’t know what it felt like behind the scenes but from where I sat, it was flawless. You all do better work than organizations twice this size with twice the number of staff. I am amazed and honored to work with you!”

Ellen Miller, Executive DirectorInternational Ombuds Association

“We've appreciated SBI's guidance, support, expertise, competence, kindness, and professionalism these past two years. We know that CERF 2023 is not your only client, but it sure seemed like we were. Without fail, you were immediately responsive to all of our many questions and requests. We also appreciated your positively and can-do attitudes. We think that if you had a motto, it would be, "Yes, let's make this happen!" Thanks in no small part to you, CERF 2023 is actually happening, and we know it will be a success.”

John Rybczyk and John CallawayCERF 2023 Conference Chairs

“Not only has SBI been efficient in assisting our board with daily tasks that would not get done otherwise, but they also take initiative in advising us on how to run our society smoothly. They seem to really care about our mission and have done great work in helping us achieve our goals”

Anatte Karmom, MDPCRS VP of Administration

“Having SBI’s assistance and expertise has been critical to our organization’s growing success and in meeting the needs of members to connect and share information with one another.”

Gina Galluppi, Newsletter EditorAssociation of Donor Relations Professionals

“SBI's technical expertise, professionalism, responsiveness, organizational strength and depth, attention to detail and support has contributed to the quality trainings offered to our members.”

Lori Cummings, Professional Development ChairWashington Recreation & Park Association

“Working with SBI has provided increased capacity for the Board to focus on setting direction because now our leadership has the time to strategize on the future of a fast-changing profession.”

Julie Bostian, Past PresidentAssociation of Donor Relations Professionals

“During the first year...we were able to establish a solid relationship that truly has been fruitful...We look forward to continuing our important work in partnership with the SBI team.”

Marcia Martínez-Helfman, Past PresidentInternational Ombuds Association

“The board meeting was fabulous. I think the diversity session was very well-received. The strategic planning session was great and gave us concrete strategic areas to work on going forward.”

Teresa Costantinidis, Past PresidentWestern Association of College and University Business Officers

“We love working with SBI! Preparing for and running our annual conference is made simple and straight forward due to their expertise.”

Mousa Shamonki, Past PresidentPacific Coast Reproductive Society

“I highly recommend SBI to any association seeking outside management.”

Paul Dudley, Past PresidentPacific Coast Reproductive Society

“Delightful group with whom to work. Has gone to great lengths to understand, assimilate and coordinate the process of our Society.”

Charles Coddington, Board MemberPacific Coast Reproductive Society

Featured Clients