Developing an RFP Process to Select a Chapter Administrator

The Southeastern Wisconsin Chapter conducted a comprehensive review of its administrator vendor services to align with the chapter’s evolving needs while maximizing value and efficiency. This process included drafting service priorities, creating a Request for Proposal (RFP), conducting interviews and reference checks, evaluating potential vendors via an evaluation matrix, and ultimately selecting a vendor. As a result, the chapter improved administrative efficiency and fiscal compliance, while freeing up time for board members to focus on high-value tasks aligned with the chapter mission.

• Southeastern Wisconsin - SOS Submission Form

• Southeastern Wisconsin - Additional Documentation

• Southeastern Wisconsin - Request for Proposal

• Southeastern Wisconsin - Evaluation Matrix

If your chapter has had a Sharing Our Success (SOS) submission accepted, is CARE achieved, and have not been featured recently as Chapter of the Month (within 18 months), you might be the next chapter for this award!

The COM program is managed by the Chapter Recognition Committee (CRC). Visit the CRC webpage for more information about COM and committee contact information.

If you have questions, please see the FAQs or contact your chapter relations manager (CRM). We look forward to working with you!