Introduction to the Southwestern Fastener Association:
The Southwestern Fastener Association (SFA) has supported the South Central and Southwestern areas of the fastener Industry since 1975. Our membership is comprised of distributors, manufacturers, importers, processors, technology and independent sales reps from across the United States. Our goal is to provide our membership with avenues to create business opportunities through networking at annual meetings, happy hours, conferences and educational opportunities.
Call for Proposal: September 14, 2018
Proposal Deadline: October 22, 2018
Items to Include: See Elements of Proposal below
Address each area of the Scope of Services and your ability to provide support as part of the Executive Director position. Also indicate services that you outsource.
The selection committee will review all proposals and will select the top 3 candidates, then set up interviews. (Completed by October 29)
The position will begin January 1, 2019, immediately assuming all responsibilities including the 2019 Spring Conference (Galveston, TX) development and management responsibilities.
Scope of Services
The Executive Director for the Southwestern Fastener Association will be expected to oversee all operations of the Association in the areas of Management, Marketing Recruitment & Retention, and Financial & Legal. Key facets are included, but not limited to, items below each heading.
Work and assist the board members to develop, execute, and articulate the association’s short- and long-term goals and objectives.
Plan and arrange for all Board of Directors meetings
Attend Board meetings (in-person or via conference call/web meeting) and record minutes. Prepare minutes for approval of board
Maintain contact with Board members and committee chairs on association issues as they arise
Arrange travel and accommodations for Board and committee members when required
Coordinate meeting agenda, program, and speakers with the appropriate committee chair
Maintain and coordinate the Association’s Scholarship Program
Any other Management items deemed pertinent by the Board of Directors
Marketing, Recruitment, & Retention
Actively recruit new membership encompassing all forms of communication – Face to Face, Phone, email, etc.
Work with Membership Committee to develop membership recruitment and retention programs
Maintain membership and prospective member database
Be responsible for compiling, typesetting, editing and preparing for print and distribution of the SFA Newsletter
Assist in development of new benefit products, services and programs
Update website with events, news on a weekly basis
Organize, promote and work all association events, such as happy hours, city dinners, conferences and trade shows
Promote association events in industry trade media, social media and email marketing
Maintain and staff trade show booth display for use at industry and consumer trade shows
Any other Marketing, Recruitment, & Retention items deemed pertinent by the Board of Directors
Financial & Legal
Open and maintain checking and investment accounts as instructed by the association’s treasurer
Deposit checks that are received on a timely basis and record the deposits into QuickBooks Online
Issue invoices, and monitor payment, for event registration fees and products purchased
Prepare checks for signature as instructed and mail signed checks to payees
Audit charges made by director or their staff on behalf of SFA, submit to treasurer
Reconcile monthly bank statements and verify charges and credits to account are accurate
Prepare financial reports for Board of Directors in advance of each Board meeting
Work with treasurer/president/chairman to produce the annual budget
Set up treasurer to have read-only access to QuickBooks Online and online banking
Get authorized-signer forms updated for bank accounts when new officers are elected
Send information to designated CPA for preparation of required annual federal and state tax returns
Ensure that all required federal and state documents are filed on a timely basis
Elements of Proposal
Description of the firm/individual, employees and any areas outsourced.
Qualifications of the firm/individual.
List of clients with brief description of services provided.
Total annual fee for all services included in the Scope of Services.
Terms and additional fees, if applicable.
3 professional references from individuals or companies who have used your services.
The Association, originally known as the Texas Fastener Association, was founded on the basic principle that there was a need in the fastener industry to exchange ideas and experiences on successful business practices and techniques related to our market. The Association held its initial formative meeting at the La Baron Hotel in Dallas on November 21, 1974, with 27 persons, representing 20 companies.
From this embryonic stage came the first formal meeting held in January 1975, with 67 persons, representing 50 companies, in attendance. At this meeting, the name of the group formally changed to the Southwestern Fastener Association.
Southwestern Fastener Association has dedicated over 35 years of service to their members. Today, the Association membership exceeds 140 fastener companies. The membership is comprised of distributors and distributor representatives, manufacturers and manufacturer representatives, importers, processors, technology and independent sales agents.