Basic Meeting Planner Package - UF Conference Department

Basic	Select	Professional
Must be proficient in PeopleSoft and understand the University’s policy governing the collection and expenditure of registration fees. Services include:	Includes the services offered in the Basic package plus the following:	Includes the services offered in the Select package plus the following:
Online access to: budget template Letter of Agreement Pre-program Narrative forms Online access to financial management system: track revenue and expenses Training on DOCE procedures Establishment of Program Development Account (Share) for residual revenue	Online Registration Webpage Development Collect registrations via a secure server Receipt of registration via mail, fax, online, and email Preparation of bank deposits Confirmation email for each registration Invoicing purchase orders and tracking accounts receivable of registrations Maintenance of participant database and continuing education attendance records	Certified Meeting Professional (CMP, CGMP) Site Selection (i.e. hotel) Meeting and Program Design Budget Development and Monitoring Marketing Food and Beverage Arrangements Audio Visual Requirements VIP Arrangements Vendor Arrangements Special and Themed Events Spouse/Guest Programs Air/Ground Transportation On-Site Management Meeting Reports Post-Event Management