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General Information
Name Area of Responsibility
Title Type of Organization
Company Email
Address Website
City
State Zip
Phone Best time to call?  CST
Fax Contact by

Other Information
Budgeted for this year? What is your decision timeframe?

Interests
Products   Cheque 21 Systems
  2500M Fundraising

Transaction Information
Current Process Manual Bank Lockbox Third-Party Caging Other
Types of Documents Checks Coupons  Forms  Letters  Envelopes Other
Transaction Types  1 Check + 1 Coupon
 1 Check + 1 Envelope or Reply Device on                        Cardstock
 Check Only
 Coupon Only
 1 or more Checks + 1 or more Reply Devices
 Other Documents, such as Invoices,                        Correspondence, A/P, Reports
Check Types  Personal/Consumer
 Business
 Other Check Types
Do you receive foreign checks? Yes
No
Foreign Checks
Total Number of Annual Transactions
Peak Number of Transactions  Per 
Average Number of Transactions  Per 
Peak Transaction Period  to  Other
Donations/Renewal/Pledges
Acquisitions
White Mail
Check and/or Reply Devices
Check with Other Documents

Staffing Information
FTE Full-Time Staff Equivalents
Is Temporary or Part-Time Equivalent Staff Hired? Yes
No
Amount spent last year on Temporary or Part-Time Equivalent Staff
What Days are You Working? Weekdays
Saturday
Sunday
Daily Productive Hours per Person
The Day Starts at
and Ends at
First Mail Delivery
Any more deliveries
Cut-Off Time for the Daily Bank Deposit is

Deposit Information
Transactions Deposited today, same day the mail was delivered
Deposited within 24 hours
Deposited between 1 and 2 days
Deposited over 2 days
Deposit Type Check 21 / Cheque 21
ARC Accounts Receivable Check
Take Checks / Cheques to the        Bank
Who do you bank with? Other
Type of Deposits? Check 21 / Cheque 21
ARC Accounts Receivable Check
Take Checks / Cheques to the        Bank
How many accounts at your primary bank? Single
Multiple
How many banks do you work with? Only Primary Bank Other

Hardware Information | Open Mail
How do you Open Mail and Remove the Envelope Contents? Envelopes are Manually Opened        by Hand
Don't Know How Mail is Opened
Single Edge Openers / Slitter
How was it acquired?
When was it acquired?
Number of Units?
Multiple-Edge Opener and Extractor
How was it acquired?
When was it acquired?
Number of Units?
Integrated Mail Opening, Envelope Contents Extraction and Immediate Image Scanning OPEX AS3600 Series with integrated        OPEX 51

Hardware Information | Capture
How do you capture today? Hand Scanner
Keyboard Wedge
Barcode Scanner
What Autofeed check / cheque scanner are you using?
Number of Units installed?
Other
What page scanners are you using today?
Other
Number of Units?

Hardware Information | PC and Network
What PC Manufacturer do you use today?
Other
What Operating Systems do you use today?
Other
What Monitors do you use today?
Other
What type of Network are you on today?
Other
Do you have Internet Access?

Software Information | NonProfit and Fundraising
Who is your NonProfit / Fundraising Software vendor?
Other
What NonProfit / Fundraising Software do you use?
Other
How many Raiser's Edge workstations do you have? Specific to Blackbaud Users
How many Raiser's Edge databases do you have?  Specific to Blackbaud Users
NonProfit / Fundraising Software Installed by?
Other

Software Information | Corporate
What Microsoft Software do you use? Microsoft Office 2007
Microsoft Office 2003
PowerPoint
Visio
What database software do you use? Access
Oracle
SQL Server
Other Databases
What Accounting Software do you use?
Other
Do you use any Other Software?

Agency Printer Information | Appeals, Newsletters, Receipts
Who are your outside printers? Barton-Cotton
Brewer Direct
DataProse NonProfit Team
Douglas Shaw & Associates
Enex
Grizzard    Missions Team    Food Bank Team
Masterworks
Milwaukee Direct
Russ Reid   Missions Team
What do you print yourself? Acknowledgements
Appeals
Newsletters
Receipts
Thank You
We print everything ourselves
Do you print Constituent ID on? 6# Envelopes
9# Envelopes
20# to 32# Paper
Business Reply Cards
We don't print the Constituent ID on Reply Devices
       Other Other Other Other

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Tel.: 800.350.4720
Fax: 847.229.0049
E-mail: contact@aqubanc.com