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Event Management Services for Global Events

Buyer
Investment Diversity Advisory Council, Inc.
Place of performance
Offsite; Annual Summit in Philadelphia, PA (September 20-22, 2027) and Regional Events across the country
Submission deadline
Dec 11, 2026

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What the buyer needs

AI summary

The buyer seeks event management services for end-to-end event logistics, registration, sponsorship coordination, and financial reconciliation. All questions must be submitted no later than November 20, 2026.

Scope of work

  • End-to-end management of the IDAC 2027 and future Annual Summits.
  • Venue sourcing, site visits, hotel-room-block strategy, and vendor contract negotiation support.
  • Program and speaker logistics, including invitations, rehearsals, scripts, and run-of-show.
  • Registration, attendee communications, sponsor activation, onsite staffing, and day-of-event coordination.
  • Management of three to six Regional Events per contract year.
  • Annual Golf Tournament registration and payment management through Event Caddy.
  • Sponsorship relationship management across all iDAC and Foundation events.
  • Active management of Wild Apricot and Event Caddy technology platforms.

How proposals are evaluated

CriterionWeight / scoring
Organizational Capabilities & ExperienceNot specified
Technology & InfrastructureNot specified
Financial Transparency & ValueNot specified
Mission Alignment & Cultural FitNot specified

Minimum qualifications

  • Qualified event-management firms, independent individual professionals, and teams of independent professionals.
  • Ability to support both 501(c)(6) and 501(c)(3) entities in compliance with distinct regulatory requirements.
  • Demonstrated experience with Wild Apricot and Event Caddy, or a described transition approach.
  • Minimum of three professional references, at least two from nonprofit associations or trade organizations.

Documents to include with your response

  • Firm Overview
  • Proposed Service Model and Team Structure
  • Technology Platforms
  • Sample Reports or Deliverables (event production schedule, run-of-show, budget versus actual, risk register, post-event report)
  • Client References
  • Pricing and Cost Structure
  • Proposed Contract Term and Structure
  • Disclosure of commissions, rebates, referral fees, vendor incentives, markups, and conflicts of interest

How to submit

Method
Electronic via email or RFP submission link
Instructions
Submit electronically no later than 5:00 PM Eastern Time on December 11, 2026, via email or the RFP Submission Link (https://drl.idacfinance.org/rfp-submit).