Starting a SUE Association: Issues for Consideration John - - PowerPoint PPT Presentation

Starting a SUE Association: Issues for Consideration

John Palatiello July 26, 2018 Washington, DC

About JMP&A

• Experienced association management company,

specializing in the A/E/S/M community

• John Palatiello – 35+ years experience
• Team – 60+ years experience
• ACSM, NSPS, MAPPS, COFPAES, ACEC/DPC,

MSS, VAS

• Thank you to the “Big Four”

– Mike Maguire, John Berrittini of A/I/Data – Justin Kline, Mark Amirault of Kline Agency

• Initial Meeting

–Bethesda, MD, March 4, 2015

• A/I/DATA
• Accumark
• JMT
• KCI
• Klein Agency
• AMT
• Insight
• AB Consultants

• Access to existing utility records and cooperation from utility companies
• The need to differentiate SUE from One Call services
• The need to educate engineers about SUE and its appropriate use
• Establishing consistent deliverables for all quality levels
• Participating in the revision/updating and promotion of ASCE 38-02
• The implications and challenges of depicting designated utilities in 3D
• Establishing whether SUE is engineering, surveying or a hybrid professional

practice

• Evaluating the need for specific certification of SUE firms or individual

practitioners

• Establishing coordination with AASHTO and ASCE
• Evaluating whether a SUE association should be a part of an existing

professional association

• Is a new association necessary?
• Why are existing associations or societies

not suited? –ASCE, NSPS, NUCA, NULCA

• Promote ASCE 38-02
• Avoid duplicating or competing with

existing associations and societies

– Identify a niche

• Is SUE “engineering” or “surveying”, as

defined by state PE or LS licensing laws?

• Should the new association be state,

regional, national or international?

• Should the new association be

comprised of individual members or member companies?

• Should the new association membership be private

sector/private practice only, or are there government agencies or employees who are potential members? How about universities?

• Should it be SUE service providers only? What

about equipment/software/support providers?

• What services and activities will the association provide?
• What will be its focus/primary purpose/mission?

– Networking, continuing education, standards, certification, advocacy/marketing/PR, lobbying?

• What should be the association’s structure?

501(c)(3): professional society, education, research 501 (c)(6): trade association, lobbying/advocacy

• What is the potential market; who are

targeted members? Is there a list of prospects?

• Who do we seek to influence, inform,

and educate?

– Clients, Congress, State Legislatures, Licensing Boards, etc.

• Next Steps:

– Raise seed money (grants or loans?) – Poll the market – Write bylaws – Establish initial board of directors/officers – File with state and IRS – Draft a strategic plan – Convene a meeting – Enroll members

John Palatiello John M. Palatiello & Associates, Inc. 1856 Old Reston Avenue Reston, VA 20190 (703) 787-6665 john@jmpa.us www.jmpa.us www.sueassociation.con

SUE Association Kick Off

John Palatiello July 26, 2018 Washington, DC

• Progress since March 2015 meeting:

– Seed money – Kline Agency – Develop prospect list – Poll the market – Draft bylaws – Obtain EIN – Open bank account – File with VA SCC – Draft a mission statement – Create a website – Convene a meeting

• Next Steps:

– Approve bylaws – Approve a dues structure – Establish initial board of directors/officers – Enroll members

• Bylaws

• Membership Categories:

– Regular Member: SUE service firm – Associate: Supplier of goods, services to SUE service firms or unaffiliated with SUE – Affiliate: government agencies, universities, other firms, institutions, organizations – Sustaining: Upgraded level of support

– Independent Consultant: No employer, employees

• Governance:

– 10-person Board of Directors elected by members – Officers elected from/by the Board – Annual Membership meeting – Minimum 3 Board meetings – Code of Ethics

• Dues:

– Regular Member scaled based on number of employees – Associate scaled based on revenue – Sustaining scaled based son revenue – Affiliate, Independent is flat rate

• Voting:

– Each Regular Member firm has

• ne vote

– All other categories are non- voting – Board comprised of Regular Member firm representatives

• Regular Member Dues

– 1-10 Employees $ 750 11-50 Employees $1,250 51-100 Employees $2,000 101-150 Employees $3,500 151-250 Employees $5,000 250+ Employees $7,500

• Associate Member Dues

– Gross Annual Revenue < $1 million $ 5,000 Gross Annual Revenue > $1 million $ 10,000

• Affiliate Member Dues

– $ 2,500

• Independent Contractor Dues

– $ 500

• Sustaining Member Dues

– Base + – Gross Annual Revenue < $1 million $ 2,500 Gross Annual Revenue > $1 million $ 5,000

• Vote

• Are there amendments to the

proposed bylaws?

• Shall the bylaws be

approved?

• Are there amendments to the

proposed dues?

• Shall the dues be approved?

• Are there candidates or

nominations of candidates for the Board of Directors?

• Break

• 2018-2019 Officers

• Join

• Next Steps & SUE Association Priorities