2012 Combined Federal Campaign Training Conference Welcome to the Combined Federal Campaign CFC 101...
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Transcript of 2012 Combined Federal Campaign Training Conference Welcome to the Combined Federal Campaign CFC 101...
2012 Combined Federal Campaign Training Conference2012 Combined Federal Campaign Training Conference
Welcome to the Combined Federal Campaign
CFC 101
The Who, What, When, Where, Why and How!
2012 Combined Federal Campaign Training Conference
Workshop Objectives
• To provide an overview of the campaign the process and regulations
• To explain the essential players and components of the campaign
• To discuss the interaction of LFCC’s, PFCO’s and non-profit charities
• To address issues/concerns related to the campaign
2012 Combined Federal Campaign Training Conference
AgendaWhat is the CFC?Three C’s of CFCCFC RegulationsCFC StructureTimelineThe Real DealTrends and Challenges
2012 Combined Federal Campaign Training Conference
What is the • The only authorized workplace giving program for
federal employees• The largest workplace giving program in the world• Established in 1961 to provide a ‘combined’
campaign, in lieu of separate solicitations• 50th Anniversary of CFC was celebrated in 2011• Has raised nearly $7 billion dollars since 1961• 200+ local campaigns
2012 Combined Federal Campaign Training Conference
Confidence– Applicant organizations are reviewed to ensure
they meet all requirements of the campaign– Annual audits to ensure proper receipt and
distribution of pledgesChoice
– Employees designate to the charity that means the most to them
– May pledge cash, check or payroll deductionConvenience
– Payroll deduction makes larger gifts possible– Most campaigns are providing electronic pledging
Why the CFC? The Three ’s
2012 Combined Federal Campaign Training Conference
CFC
LFCC PCFOOPMFEB
FEA OCFC
LE
GAAPGAAS IPA
EIN DBAAFR
RFP
MOU
APUDEAO
LIO
CC
CFR
2012 Combined Federal Campaign Training Conference
CFC Rules and Regulations• 5 CFR 950• CFC Memoranda• DoD Directive 5035.1• Army Regulations (AR600-29)• Guidance from Specific Agencies
– Ethics Officer– General Counsel
2012 Combined Federal Campaign Training Conference
CFC STRUCTURECFC STRUCTURE
OPM
Local Federal
Agencies
PCFO
CABINET
Local, National and International Charities
LFCC
Chairperson Coordinators
Project Officers Key Workers
Loaned Executives
Sets Policy & Procedures
Conducts Local Campaign
Manages Local Campaign
Leadership of LFCC
2012 Combined Federal Campaign Training Conference
Publishes CFC RegulationsEstablishes Timelines
Provides Direction and GuidanceDevelops & Disseminates National / International List
Establishes Rules on Local ApplicationsFinal Appeal
Audits
OPM
Office of Personnel Management (OPM)Office of Personnel Management (OPM)Office of CFC (OCFC)Office of CFC (OCFC)
2012 Combined Federal Campaign Training Conference
CFC STRUCTURECFC STRUCTURE
LFCC
Hires PCFOApproves Budget
Conducts Local Agency ReviewOversight and Management of PCFO
Approves Campaign MaterialConducts Compliance Audit
Federal Executive Board or AssociationCommitted Federal Employee Volunteers
2012 Combined Federal Campaign Training Conference
CFC STRUCTURECFC STRUCTURE
Leadership Element of LFCCMembers from Federal Community(Federal Civilians, Military & Postal)
Liaison to Federal AgencyFinal Campaign Decisions
CABINET
LFCC
Chair & Vice Chairs
Federal Employees
Membership
LFCC Cabinet
2012 Combined Federal Campaign Training Conference
CFC STRUCTURECFC STRUCTURE
PCFO
Daily OperationsDaily OperationsFacilitates Eligibility ProcessFacilitates Eligibility Process
Develops Campaign MaterialsDevelops Campaign MaterialsServes as Fiscal AgentServes as Fiscal Agent
Collects, Processes, Distributes PledgesCollects, Processes, Distributes PledgesHonor DesignationsHonor Designations
Trains Loaned Executives and Campaign PersonnelTrains Loaned Executives and Campaign PersonnelSubmits Financial Audit & Compliance ReportsSubmits Financial Audit & Compliance Reports
Must be federation, charitable organization or combination thereof. Applies and/or is reviewed annually
(Jan -Feb)*
2012 Combined Federal Campaign Training Conference
CFC STRUCTURECFC STRUCTURECharities: Local, National
and International
• Charities are vetted annually by federal employees; Charities are vetted annually by federal employees; PCFOs may conduct initial completeness review PCFOs may conduct initial completeness review
• Charities are partners in the campaign: Invite them to Charities are partners in the campaign: Invite them to LFCC meetings & encourage them to market their LFCC meetings & encourage them to market their participationparticipation
• Include charities in kick-offs, trainings & special eventsInclude charities in kick-offs, trainings & special events• Ensure they are knowledgeable of pertinent rules and Ensure they are knowledgeable of pertinent rules and
that they are followedthat they are followed
2012 Combined Federal Campaign Training Conference
CFC STRUCTURECFC STRUCTURELocal
Federal Agencies
• Gain support from Agency Director’s by meeting with them annually, if possible
• Review their giving trends and ask for their assistance• Directors provide volunteers to administer campaign in their
agency: Loaned Executives, Coordinators, Key Workers, Event Coordinators, etc.
• They can initiate a communication plan & allocate time to ensure all employees are provided the opportunity to participate
• Remember to Thank them publicly (if possible) for their assistance in making the campaign the best ever!
2012 Combined Federal Campaign Training Conference
CFC STRUCTURECFC STRUCTURELoaned Executives
•Federal personnel ‘on loan’ to the campaign (full or part time)•Being a Loaned Executive (“LE”) is a career building opportunity•LEs are ambassadors for the CFC
•Participate in highly visible, major kick-off activities•Provide training for Coordinator’s and Key Worker’s•Assist Coordinators and Key Worker’s in development a campaign plan•Ensure timely delivery of materials and pick-up of pledges•Keep Agency Directors informed and updated on progress
•How CFCs, Agencies and LEs gain•LEs receive Leadership training and experience with community charities•Employer gains FREE training for LEs (public speaking, strategic planning, etc) •CFC has necessary resources to manage campaign, provide direct services, and deliver a more effective, efficient and meaningful process
2012 Combined Federal Campaign Training Conference
Timelines
2012 Combined Federal Campaign Training Conference
Calendar of Events - LFCC• OPM Updates Each Year
– Receipt/Decision of PCFO Application (Jan/Feb)– Receipt/Review of Local Applications (Jan-Mar)– Local Application Workshops (Jan/Feb)– CFC Workshop (Feb-Mar)– Review of Upcoming Campaign Materials (Apr-Jun)– Finalize Decisions on Charity Applications (May)– Leadership Level Visits (Apr-Jun)– Compliance Audit (Jul-Sep)– Ongoing LFCC / Cabinet Meetings
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO– January
• Finalize previous year’s campaign results• Thank you letters and appreciation events• Review successes & lessons from previous year• Develop campaign plan and strategy• Works with LFCC to Recruit Campaign Leadership • Charity applications accepted & charity workshops
conducted with LFCC
– February• PCFO selection results and/or review• Attend annual CFC Conference• Submits campaign results to OPM (form 1417)
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO– March
• Initial review of charity applications• Submits donor and pledge reports to charities (3/15)• Submit campaign results (form 1417) to OPM (3/16) • CFC Charity Registry data entry (ready 3/19)• Make final disbursement of 2010 campaign funds (3/31)
– April• First disbursement of 2011 funds (4/1)• Deadline for charity application period (4/2)• Assist LFCC in conducting application review• Deadline to notify charities of eligibility decisions, use certified
mail for denials (4/30)
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO– May - July
• LFCC receives appeals within 7 business days of LFCCs 4/30 letter or 14 calendar days from the 4/30 mailing (5/14)
• Submit eTechnology report to OPM (6/1)• LFCC to mail appeal decisions to local charities (6/4) • Update 2012 Charity Registry (ongoing)• Meet with Agency Directors (request LEs, discuss goals, etc)• Prepare Charity List (using OPM guideline’s) for LFCC approval • PCFOs Auditor to finalize 2010 Audit & Agreed Upon Procedures;
PCFO to finalize compliance report• LFCC selects incentives• 2nd disbursement of 2011 funds (7/31)
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO– August
• Submit audit reports to LFCC (8/1)• 2012 CFC Charity Registry complete (on or before 8/31)• Provide training for Loaned Executives, Coordinators & key
Workers
– September - December• Campaign solicitation period (9/1-12/15)• Kick-offs & distribution of materials• LFCC submits audit reports & supporting documents to OPM (9/17)• 3rd Disbursement to charities (11/1)
2012 Combined Federal Campaign Training Conference
The Real Deal on LFCCsUsually part-time assignmentLimited resourcesLimited timeMust make a planMust prioritizeCollaborate◦ PCFO◦ OPM◦ FEB / FEA / Agency Heads◦ Federal Agencies and Volunteers
Partner with other LFCCs / CampaignsPlease attend the LFCC Track on Day 3
2012 Combined Federal Campaign Training Conference
The Real Deal on PCFOs
Hopefully full time, but many times, a part time job
Collaboration is Key!◦ LFCC◦ OPM◦ FEB / FEA / Agency Heads◦ Federal Agencies and Volunteers
Partner with other CampaignsPlease attend the PCFO Track on Day 3
2012 Combined Federal Campaign Training Conference
• PCFOs are entrusted with the management of the local CFC & LFCCs are entrusted with it’s leadership.
• The CFC encourages employee choice in charitable giving; therefore PCFOs encourage diverse charity inclusion.
• Honor employee designations & privacy requests.
• Adhere to OPM regulations.
• Facilitate charitable eligibility process.
PCFO RESPONSIBILITIESPrimary Objective: To conduct an efficient and
effective campaign in a fair and even-handed manner.
2012 Combined Federal Campaign Training Conference
• Prepare campaign materials that are consistent with regulations (with input and approval from the LFCC)
• Absorb cost of reprinting of materials caused by non-compliance with regulations.
• Absorb campaign costs that exceed 110% of approved budget.
• Design & implement a CFC awards program. (with input and approval from the LFCC)
• Respond timely to inquiries.
PCFO RESPONSIBILITIESManaging A Campaign (cont)
2012 Combined Federal Campaign Training Conference
• Notify recipient organizations of contributions.
• Disburse funds according to receipts.
• Give federations & charities an opportunity to review material and provide input on campaign operations & activities.
• Retain campaign documentation 5 years.
PCFO RESPONSIBILITIESManaging A Campaign (cont)
2012 Combined Federal Campaign Training Conference
What We Know Now…• Set goals, have a plan• You need to prioritize what’s important• You won’t be able to do everything• Focus on what you can do, not what you can’t…• Use the resources available to you…we’re all in
this together!• Partner and collaborate…don’t reinvent• Find innovative ways to supplement resources
– Interns, community partnerships, agency partnerships
2012 Combined Federal Campaign Training Conference
An Effective Campaign• Campaign theme• Management endorsement• Kick-off event • Special events• Agency speakers / charity fairs• Scheduled meetings with staff• Track goals• Trusted, well-liked Keyworkers• Testimonials from respected colleagues• LE involvement
2012 Combined Federal Campaign Training Conference
Trends and Challenges• Dollars continue to increase, while
participation continues to decrease• Transition of donor base from ‘mature’ to
younger generation• Decreasing volunteer base
– Downsizing / contracting– Limited availability
• Technology– Electronic Pledging– eGiving via credit card (one-time gifts)– Social Media
2012 Combined Federal Campaign Training Conference
Helpful Websites
www.opm.gov/cfc www.cfctoday.org
2012 Combined Federal Campaign Training Conference
Questions?
2012 Combined Federal Campaign Training Conference
Make the Most of the WorkshopAttend as many sessions as possibleJoin us for breakfast…OPM ‘Tracks’ for PCFO and LFCC to optimize
your ability to learn what you need to knowMeet new people, make those contactsTake the knowledge back, make a plan!Share what you’ve learned with your staffFollow up with presenters, OPM staff, other
contacts you made while here
2012 Combined Federal Campaign Training Conference