CFC 101 A Combined Approach

Report
2015 Combined Federal Campaign National Training
CFC 101
A Combined Approach
February 18-19
Fort Worth, TX
Jennifer Howard & Larry Hisle
CFC 101 Objectives
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History of the Combined Federal Campaign (CFC)
Benefits of the CFC
Governance Structure of the CFC
Roles & responsibilities:
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Office of Personnel Management (OPM),
Local Federal Coordinating Committee (LFCC),
Principal Combined Fund Organization (PCFO),
Federal agencies
Non-profit
• Campaign Operations- A year at a glance
• Q&A Session
History of the CFC
• Established in 1961 to provide a ‘combined’ campaign, in lieu
of separate solicitations
• The largest workplace giving program in the world
• The only authorized workplace giving program for federal
employees
• Has raised over $7 billion dollars since it’s inception 54 years
ago
• 2014 campaign had 151 participating CFC’s
Benefits of the CFC
Confidence
• Non-profits apply annually
• Annual Audit
• LFCC Oversight
• Donor information is protected
Choice
• Designation based
• Pledge options
Convenience
• Payroll deduction
• Electronic pledging
Structure of the CFC
OPM
Sets Policy & Procedures
LFCC
Provides Campaign Oversight
PCFO
Manages Local Campaign
Local
Federal
Agencies
Annual Campaign Team
Loan Executives
Coordinators
Key Workers
Local, National
and International
Non-Profit
Organizations
OPM
Office of Personnel Management (OPM)
Office of CFC (OCFC)
Publishes CFC Regulations (5 CFR 950); CFC Memorandums & Directives
Establishes annual timelines
Provides guidance to PCFO/LFCC
Responsible for National/International List & updates
Final ruling for local application appeals
Audits oversight & follow up
Hosts training for Employee Express (EEX), myPay, Form 1417, National
Training, annual pilot projects etc.
• Looks for further efficiencies, recommends and approves
mergers etc.
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LFCC
Local Federal Coordinating Committee
Campaign Leadership Comprised of local Federal Employees
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Makes final campaign decisions (local level)
Liaison with Federal agencies
Hires PCFO
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PCFO Oversight
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Daily operations
Fiscal operation (Budget/Audit)
Annual application review
Policy review & guidance
Campaign operations
Other items per regulations
Additional LFCC Functions
Usually part-time assignment
Limited resources & time
Serve on Sub-Committee
Collaborate
 PCFO
 OPM
 Federal Executive Board (FEB)/Federal Executive
Associations (FEA)/Agency Heads
 Federal Agencies and Volunteers
• Partner with other LFCCs/Campaigns
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Federal
Agencies
• Campaign Leadership
• Communication Plan
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Interagency- regular updates
PCFO communication plan
Goals & Objectives
Performance report
• FEB/FEA Collaboration
• Public Service Recognition (PSRW) – May 3-9, 2015
 Award ceremony
 Incorporate CFC
 PSRW Toolkit
PCFO
Principal Combined Fundraising Organization
Non-profit organization hired by LFCC
Reports to LFCC
Daily operations
Facilitates annual application review
Develops campaign materials
Conducts local training
Campaign oversight & reporting
Serves as fiscal agent – collects, processes and distributes pledges/honors
designations
• Ensures OPM compliance
• Submits Financial Audit & Compliance Reports
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Additional PCFO Functions
• Collaboration is key
– LFCC
– OPM
– Federal Executive Boards (FEB)/Federal Executive
Associations (FEA)/Agency Heads
– Federal Agencies and Volunteers
– Non-Profit Organizations
• Find innovative ways to supplement resources, don’t
recreate the wheel
Campaign
Team
• Campaign Chair: Federal Agency Head to lead and support annual
campaign effort.
• Loaned Executives: Federal employee loaned to the campaign by a federal
agency, to serve in a leadership role managing accounts.
• Coordinators: Person assigned to facilitate annual campaign within their
particular federal agency.
• Key Workers: Team of federal employees generally identified by line of
business to support coordinator with campaign operations. (Example:
1:25 ratio)
Local, National
& International
Non-profit
Organizations
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Applies Annually- Application Workshop
Vetted by federal employees
Informed on regulations, directives, trends, future of CFC
Designation & Acknowledgement reports (PCFO/ OPM Due Date)
Speakers, Tours & Fairs - Workshop
Removal of Statewide / Adjacent CFC Memorandum 2014-06
 Federations may serve as fiduciary manager where 15 member requirement is
not met (2015 ONLY.) Must submit the 2015 Local Independent Application and
agreement.
Annual Campaign Calendar
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OPM Calendar of Events
LFCC Meeting Schedule
LFCC Sub-Committee Meetings
PCFO Calendar of Events
OPM 2014/15 Calendar of Events
LFCC Meeting Schedule
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Establish a Meeting Schedule
Provide to entire LFCC at the beginning of year
Consider your FEB/FEA Schedule
Include matters of business on agenda
Federal Record Keeper – Meeting minutes
LFCC Sub-committees
Supports the work of the LFCC
• Application Review Committee
 Conducts review of the annual non-profit application for the Charity List
 Handles appeals process when needed
• Finance Committee
 Conducts annual LFCC compliance review
 Presents annual Agreed Upon Procedures (AUP) and PCFO Financial
documents.
 Selects IA for AUP- biding process.
 Oversees/approves all expenses charged to campaign. Provides LFCC finance
report
• Marketing & Technology Committee
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Incentives & award items, Campaign theme,
Annual Marketing Plan
Website & Epledge oversight
Innovative practices
PCFO Calendar of Events
LFCC
Oversight
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Know the Regulations
Membership
LFCC Training
By-Laws
Budget & Expense Oversight
Meetings/Minutes
PCFO Goals & Strategic Planning
Review/Approve Website & Campaign Materials
Federal Agency Engagement
PCFO
Accountability
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Know the Regulations & Memorandums
Keep LFCC informed
Keep your PCFO informed
Understand areas of financial liability
Develop safeguards for PCFO financial liability
OPM Deadlines
Detailed Schedules
Detailed Budget & Expense Tracking
Transparency
PCFO
Best Practices
• Standard Operating Procedures
• Campaign Plan
– Communications, marketing, social media
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Set and track goals
Cost saving measures
Agency specific campaign planning
Agency speakers/charity fairs – charity engagement!
Scheduled meetings with staff
Internships
Loaned Executive Program
PCFO Calendar of Events
January
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Campaign closeout – PCFO
Appreciation opportunities
Charity Application Period- LFCC
One Time Payment - LFCC
Calendars & Campaign Plan – PCFO
PCFO Application – OPM 1/23 Deadline (suggestion)
Prepare proposed 2015 budget – PCFO
PCFO Calendar of Events
February
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Charity Application period opens
2/6 – Deadline for LFCC to select a PCFO -LFCC
Attend annual training/workshop
2014 Data entry completed and sampled - PCFO
2/27 1417 Campaign Results Due – PCFO
PCFO Calendar of Events
March
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Charity workshop training – PCFO
3/13 Designation/Acknowledgment Reports Due- PCFO
Application Review Process begins – LFCC Sub-committee
1417 Charity Registry OPEN
Final Budget provided to LFCC – PCFO
3/31 Final Disbursement for 2013 Campaign – PCFO
Marketing & Technology Planning begins – LFCC Subcommittee
PCFO Calendar of Events
April
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4/1 First distribution for 2014 Campaign funds – PCFO
4/1 Local application deadline – (LFCC may set earlier)
Application Review Continued- LFCC Sub-committee
4/23 1417 Deadline to enter Charity data into 1417- PCFO
4/30 Eligibility Determination deadline –LFCC
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Must be based on OPM’s verification of 501(c)(3) Status
Must include 5 digit code in notice
LFCC Must approve/document procedure for OPM verification
Denials must be sent via certified mail
• Solicit campaign input from participating charities
PCFO Calendar of Events
May
• Application appeals & review – LFCC Sub-committee
• 5/14 Appeal Deadline – LFCC
 (7) business days from date of receipt or
 (14) calendar days from date mailed
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Marketing/technology- LFCC Sub-committee
Audit preparations – PCFO
Begin recruitment of loaned executives - LFCC
PSRW- May 3-9 2015
Enter Charity eligibility decisions into 1417 system – PCFO
Schedule Agency meetings – PCFO & LFCC Chair
PCFO Calendar of Events
June
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6/5 Local appeals deadline - LFCC
Agency head calls
Loaned Executive/ Coordinator Recruitment Continued
Audit and LFCC Compliance Report
6/12 Deadline to enter eligibility decisions into 1417
System- 1417 CLOSURE - PCFO
PCFO Calendar of Events
July
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7/1 National/International Listing OPM deadline
7/31 Local Appeals target completion date OPM
Charity List Print - PCFO
Pledge Form - PCFO
Materials & incentives - PCFO
7/31 2nd Distribution deadline
PCFO provide audit documents to LFCC (due by Aug 3rd )
PCFO Calendar of Events
August
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8/3 PCFO deadline to present audit to LFCC
Set Campaign Goal – LFCC
8/7 OPM Issuance of Universal Giving list
Charity training- Speakers & Fairs - PCFO
Loaned Executive training -PCFO
Campaign Coordinator/ Keyworker training - PCFO
PCFO Calendar of Events
September
• Campaign Begins
• 9/15 – deadline to submit Paper Audit Guide Reports to
OPM - PCFO
• 9/30 – deadline to submit Electronic Audit Guide Reports
to OPM - PCFO
• CC & KW training continued
• Federal Agency Kick-offs
• Begin process of data entry - PCFO
PCFO Calendar of Events
October
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Campaign continues
Majority of accounts launch
Account follow up & LFCC engagement
10/31 3rd Distribution deadline
PCFO Calendar of Events
November
• Campaign continues
• Continue Account Management
• PCFO Payroll information due to OPM
PCFO Calendar of Events
December
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Campaign continues
Continue Account Management
12/15 Campaign closes
Closeout practices
Websites
www.opm.gov/cfc
www.cfctoday.org
www.cfcnexus.org
Resources
• OPM Regional Representative (Mary Capule, Curtis Rumbaugh, Marcus
Glasgow)
• FEB/ FEA Director or Members
• Other PCFO’s
• Other LFCC Members
Social Media
Maximize the Workshop
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Attend as many sessions
Sit somewhere new
Ask questions!
Meet the vendors
Find a mentor or build a new working relationship
Share what you learn back with your team
Thank You
• Opportunity for Q & A’s
– PCFO Specific
– LFCC Specific

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