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ACTIVE MEMBERSHIP MEETING. Tuesday, October 13, 2009 9:00 am – 12:00 pm. RANDALL GROGER Chairman, IAM RKG Associates. WHY CHANGE IAM’s MEMBERSHIP CATEGORIES?. Current governing or “Active” category excludes the majority of IAM’s commercially oriented members: 6% of total membership
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ACTIVE MEMBERSHIP MEETING Tuesday, October 13, 2009 9:00 am – 12:00 pm
RANDALL GROGER Chairman, IAM RKG Associates
WHY CHANGE IAM’s MEMBERSHIP CATEGORIES? • Current governing or “Active” category excludes the majority of IAM’s commercially oriented members: • 6% of total membership • Less than 30% of dues • Membership fees that are 600% higher than the “next” category • Less than 7% of total association growth over the past 10 years • Under DP3, the number could drop significantly
WHY CHANGE MEMBERSHIP CATEGORIES? • IAM Member Needs Survey data strongly supports: • 70% of all respondents are “very” or “somewhat” interested in such a change • Only 26% of Associate Members and 12% of Active Members indicated no interest in changing the governing category
WHAT ARE THE BENEFITS OF CHANGE? • Creates a Broad Financial and Governing Base • Builds IAM recognition as an industry leader and expands our global presence • All current Associate Members can choose their membership level based on interest and benefits
WHAT ARE THE BENEFITS OF CHANGE? • Growth at the governing membership level will have a positive effect on the revenue base derived from fees and will impact the magnitude of future dues adjustments for all categories • Just 40 Associate Members converting up to governing level would increase net association dues revenue by $100,000 (under the current dues structure)
WHAT IS THE IMPACT ON YOU? • Creates an opportunity to invest energy and resources more creatively and responsibly for IAM’s future growth • Establishes a new baseline for IAM leadership to impact and provide value to a varied base of “governing” members
WHAT IS THE IMPACT ON YOU? • The IAM industry leadership and focus on Military Personal Property Program will remainstrong! • DoD continues to be the single largest customer in the world and draws heavy participation from IAM members. This will notchange!
Chairman’s Report I urge you to approve the By-Law changes, as presented, aimed at expanding the governing base of the Association Thank you!
DOUG FINKE Commercial Affairs Sterling International
COMMERCIAL AFFAIRS • Importer Security Filing “10+2” • Enforcement phase by CBP will commence on January 26, 2010 • Regulation profoundly impacts all U.S. importers and their trading partners overseas • Special IAM ANNUAL MEETING Session will provide ANSWERS YOU NEED TO KNOW • Tuesday, October 13 at 1:30pm
COMMERCIAL AFFAIRS • Receivable Protection Program (RPP) • Current membership - 100 participants • Program is member-driven and focused on signing additional companies in 2009-10 in order to yield higher annual claim settlement amounts • Special IAM ANNUAL MEETING Session will provide ANSWERS YOU NEED TO KNOW • Monday, October 12 at 3:30pm
COMMERCIAL AFFAIRS • Shipper’s Guide • New online template being designed by IAM’s new Programs Manager, Brian Limperopulos • Current Custom’s information and regulations were solicited prior to Annual Meeting • Information will be updated on a regular basis and posted to the IAM website for both consumer and member availability
COMMERCIAL AFFAIRS • EIN: Proposed Elimination of Social Security numbers for U.S. Shipper Export • New U.S. Census Bureau ruling mandating elimination of the Social Security Number in the Automated Export System (AES) as a result of the Privacy Act of 1974 • Number to be obtained from Internal Revenue Service and submitted via AES in order to export household effects
COMMERCIAL AFFAIRS • EIN: Proposed Elimination of Social Security Numbers for U.S. Shipper Export • IAM General Counsel Alan F. Wohlstetter submitted official comment to U.S. Census Bureau regarding discriminatory practice and administrative burden • IAM recommendation to use the passport number to satisfy the Privacy Act requirement
COMMERCIAL AFFAIRS • Knowledge Lab • First year ever, IAM is conducting specific information sessions designed to educate the global membership • Variety of topics from managing cashflow more effectively to new programs and regulations • 12 Knowledge Lab sessions planned for this year’s Annual Meeting
CHARLES WHITE Director of Government & Military Relations, IAM
The last year has been a wild ride!!!! • November 19, 2008 “Families First” begins moving shipments between 17 installations • February 26, 2009 “DP3” made available worldwide • 2009 Peak season DP3 Issues: • DPS Performance Issues • Short Fuse shipment Issues • Webbots • SIT issues • Invoicing/PPSO invoice approval/accessorial approvals • Claims Module issues • CSS Response Rate
Where do we stand right now? • Currently running two programs side by side – TOPS & DP3. This will continue longer than previously envisioned - IS10 rates due 11/10/09. IW10….probably! • Overall - 15% of all DOD shipments moved since February 2009 have moved through DP3. Currently 12% of total traffic moving thru DPS • CSS – CRITICAL!!! Few TSPs Statistically Valid! • Short Fuse shipments & PPM scheduled to come into DPS – December 2009 • Money is critical! FY10 money became available Oct 1. This will be used for DPS hardware upgrades and development of SCRs. • No Open Season in 2009 for 2010 cycles
New Players in the game! • Gen Schwartz out at Transcom….in as Chief of the Air Force • Gen McNabb new Transcom Commander • Vice Admiral Harnitchek new Transcom Deputy Commander – Direct oversight of DP3/DPS • Ms Marge Leclaire – Transcom Director of AQ……. Ms Virginia Williamson (Transcom J6) retired Ms Patricia Young promoted – now at AF HQ • Major Gen Hodge – SDDC Commander for just one year • LTC Carberry to retire – replaced by Col Mike Miller • LtCol Bradley set to retire August 1, 2010 but may take terminal leave as early as April, 2010 • New Leadership……New philosophy?
What Does the Future Hold? • DOD looking to move at least 75% of traffic thru DPS by 2010 Peak season (May) • May be too late for many Business Rule (BR) changes due to Federal Register Process. SDDC want to move some BR back to the DP3 Solicitations (Int’l Tender & 400NG) • New leadership is milestone vs. date driven • Is some form of Outsourcing of the Personal Property on the horizon?
Contact info Chuck White Director of Government & Military Relations Charles.White@iamovers.org 703-317-9950
TERRY HEAD President, IAM
ASSOCIATION NAME CHANGE • “International Association of Movers” • Name change was effective January 1, 2009 • Full membership required to adopt new logo usage by December 31, 2009 www.IAMovers.org\logo.html
IAM “MEMBER NEEDS SURVEY” • Contracted McKinley Marketing Group to conduct a full survey and analysis of member perception and to solicit input on needed benefits and surveys • Broad survey distribution to more than 2000 members with a 30% response rate • Survey data and findings were published in the July/August ‘09 issue of The Portal
MEMBERSHIP • As of October 1, 2009: • 127 Active Members • 453 U.S. Associate Members • 1,517 Overseas Associate Members • 1 Student Member • 4 Industry Veteran Members • 103 Young Professionals (YP-35) Members • TOTAL - 2,205 Members in 170 countries
PROPOSED BY-LAW REVISIONS • Notice provided to the Membership by email and through The Portal magazine regarding: • Article IV (Membership), Section1 • Reclassification and renaming of Active and Associate Members to “Governing” and “Core” • Proposal to add a new category for Suppliers • Extend participation in YP-35 until age 40, if joined by age 35
FINANCIAL • Total Revenues for FY 08/09: $3,207,455 • Reflects a decrease of $340,702 over FY 07/08 • Total Expenses for FY 08/09: $3,137,247 • Reflects a decrease of $591,547 over FY 07/08 • Contribution to Members’ Equity: $70,198 • Total Unrestricted Net Assets - $2,037,304
MILITARY & GOVERNMENT REPRESENTATION • Charles (Chuck) White, IAM Director of Military and Government Relations • Representation of IAM Members with government and military organizations • Significantly increased and strengthened IAM’s relationships with a variety of DoD stakeholders, GSA & State Department • IAM has become the voice of the Industry on military issues
DOD PERSONAL PROPERTY PROGRAM • Key Issues for the Future: • Best Value Acquisition – TSP scores/validity • Reduction of Carriers/Capacity • DoD / Industry Communications • Managed Carriers – Fit into IAM model? • Outsourcing
GOVERNMENT & CONGRESSIONAL • General Services Administration: • Regular meetings between IAM and divisions of GSA that manage CHAMPS and the Transportation Audits Division • Congressional & Government Representation: • Jim Wise, PACE Government Relations, continues to hold responsibility to monitor, promote and advocate in all federal legislation, regulations and programs that could impact IAM members
INTERNATIONAL SHIPPERS ASSOCIATION (ISA) • IAM staff provide administrative services • Mario Rizzo, ISA Consultant • ISA maintains good relations with TAAFLO & TPAFBO • ISA Board works on a number of issues related to military shipments in Atlantic & Pacific trade lanes • Two military shipping agents Pasha and NAS • 2008 “Patronage Dividend” - $45,000 – 124 TSPs • Current Membership Total: 202 http://www.isaship.org/
YOUNG PROFESSIONALS (YP-35) GROUP • Stephan Geurts, Jr., Chairman • Paula Colmenares, Vice Chair • Current YP-35 Membership:103 • 2009 marks first year that YP-35 Management Board participated at the Leadership Meeting of EXECOM & AMMB • 2009 marks first year that YP-35 hosted a “Welcome Reception” on opening night
YOUNG PROFESSIONALS (YP-35) GROUP • 2009 marks first year that YP-35 hosted a special presentation session with representatives from The World Bank and the Inter-American Development Bank • YP-35 supports the promotional fundraising efforts for the IAM Scholastic Assistance Program and the Alan F. Wohlstetter Scholarship Fund http://www.yp-35.org/
IAM SCHOLASTIC ASSISTANCE PROGRAM • Heather Engel, President AFWSF • Jackie Agner, Secretary • 2009 marks first year that a special fundraising committee was established • Sandra Rowe Maier, Chairman • In honor of Alan F. Wolhstetter’s retirement more than $100,000 was raised in recognition • 5 awards of $4,000 each this year • 3 students in U.S. and 2 international
IAM PROGRAMS • Brian Limperopulos, IAMPrograms Manager • Receivable Protection Program (RPP) • Shipper’s Guides • Customs and Security Issues • ISF“10+2” Special Session; Tuesday, Oct.13 - 1:30pm Guest Speakers: • Christopher Dow, Chief CBP Officer, U.S. Customs and Border Protection • Patrick Gallagher, Gallagher Transport International • Doug Finke, Sterling International
TECHNOLOGY PARTNERSHIP • Gordon Keene, Chairman, Technology and Communications Committee • Active pursuit and oversight to develop Standards for the American National Standards Institute (ANSI) as an accredited Standards Developer • Overall objective to pursue common global Standards to ensure level playing field and common standards for application and development of technology in the Industry
IAM “HALL OF HONOR” • John Day, Chairman, HoH Selection Committee • Established to permanently enshrine individuals, companies, products or services that have made outstanding contributions to the association or the moving, transportation, forwarding or relocation industries. • 13 Inductees for 2009 • Call for 2010 Nominations by end of year • Revisions being made to Nomination Form • Revisions being made to Selection Committee and guidelines for final scoring
IAM PUBLICATIONS AND WEB SITE(S) • Janet Seely, IAM Director of Communications and Member Engagement • Oversight for all organizational communications • The Portal Magazine • Electronic Newsletters (e-Portals and e-Blast) • IAM website(s) • New site planned for 2010; more than just a point of info • Transactional focus to benefit both consumers and members • Fully electronic meeting format for the future • IAM Job Board
FOR FUTURE IAM ANNUAL MEETINGS • 2010: San Diego, CA • Manchester Grand Hotel; September 29-October 2 • 2011: Denver, CO • Denver Hyatt Regency; September 12-15 • 2012: Washington, D.C. • Gaylord National Resort and Convention Center; National Harbor, MD; October 10-13 IAM “50th” Golden Anniversary
Thank You for Attending ACTIVE MEMBERSHIP MEETING Tuesday, October 13, 2009 9:00 am – 12:00 pm