This document discusses starting a SUE Association and outlines key issues to consider. It summarizes the initial meeting in 2015 and progress since. Key points include establishing the association's purpose, structure, membership categories and dues, governance including a board of directors, and priorities going forward such as approving bylaws and dues, and electing initial leadership. The document provides details on suggested bylaws, dues amounts for different member categories, and next steps to form the association.

1. Starting a SUE Association:
Issues for Consideration
John Palatiello
July 26, 2018
Washington, DC

2. 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

3. • Thank you to the “Big Four”
– Mike Maguire, John Berrittini of A/I/Data
– Justin Kline, Mark Amirault of Kline Agency

4. • Initial Meeting
–Bethesda, MD, March 4, 2015

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

6. • 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

7. • Is a new association necessary?
• Why are existing associations or societies
not suited?
–ASCE, NSPS, NUCA, NULCA

8. • Promote ASCE 38-02
• Avoid duplicating or competing with
existing associations and societies
– Identify a niche

9. • Is SUE “engineering” or “surveying”, as
defined by state PE or LS licensing laws?

10. • Should the new association be state,
regional, national or international?

11. • Should the new association be
comprised of individual members or
member companies?

12. • 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?

13. • 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?

14. • What should be the association’s structure?
501(c)(3):
professional society, education, research
501 (c)(6):
trade association, lobbying/advocacy

15. • What is the potential market; who are
targeted members?
Is there a list of prospects?

16. • Who do we seek to influence, inform,
and educate?
– Clients, Congress, State Legislatures,
Licensing Boards, etc.

17. • 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

18. 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

19. SUE Association
Kick Off
John Palatiello
July 26, 2018
Washington, DC

20. • 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

21. • Next Steps:
– Approve bylaws
– Approve a dues structure
– Establish initial board of
directors/officers
– Enroll members

22. •Bylaws

23. • 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

24. • 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

25. • Dues:
– Regular Member scaled based on
number of employees
– Associate scaled based on revenue
– Sustaining scaled based son revenue
– Affiliate, Independent is flat rate

26. • Voting:
– Each Regular Member firm has
one vote
– All other categories are non-
voting
– Board comprised of Regular
Member firm representatives

27. • 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

28. • Associate Member Dues
– Gross Annual Revenue < $1 million $ 5,000
Gross Annual Revenue > $1 million $ 10,000

29. • Affiliate Member Dues
– $ 2,500

30. • Independent Contractor Dues
– $ 500

31. • Sustaining Member Dues
– Base +
– Gross Annual Revenue < $1 million $ 2,500
Gross Annual Revenue > $1 million $ 5,000

32. •Vote

33. • Are there amendments to the
proposed bylaws?

34. • Shall the bylaws be
approved?

35. • Are there amendments to the
proposed dues?

36. • Shall the dues be approved?

37. • Are there candidates or
nominations of candidates for
the Board of Directors?

38. •Break

39. • 2018-2019 Officers

40. •Join

41. • Next Steps & SUE Association Priorities