Solutions+ of New York Proposal to AHIC

Establish/transfer merchant account(s) Close existing accounts/forwarding address Insurance Issues Item/Action

Responsible Person(s)

Deadline Date

Comments

Obtain copies of the following:

Convention cancellation policy Directors and officers liability policy

General liability policy Dishonesty/fidelity bond Other insurance Notify carriers/agents of new address/ Management Inventories Item/Action

Responsible Person(s)

Deadline Date

Comments

Determine status of:

Electronic media (a/v tapes, CD-ROMs) Membership certificates/cards/pins Branded merchandise

Publications Newsletters Directories Office Supplies Other items Determine existence/contents of off-site storage Obtain copies of order forms, sales history and pricing policy