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2013 ECC & Keyworker Training. CFC 2 Thank you for partnering with the CFC!  Established by Executive Order in 1961. Signed by President John F. Kennedy.

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Presentation on theme: "2013 ECC & Keyworker Training. CFC 2 Thank you for partnering with the CFC!  Established by Executive Order in 1961. Signed by President John F. Kennedy."— Presentation transcript:

1 2013 ECC & Keyworker Training

2 CFC 2 Thank you for partnering with the CFC!  Established by Executive Order in Signed by President John F. Kennedy  Largest workplace giving campaign in the world and only campaign authorized to solicit and collect contributions from federal employees on behalf of charitable organizations  Only authorized solicitation of Federal employees on behalf of charities  Designation campaign

3  Stephen Covey – The 8 th Habit “From Effectiveness to Greatness”  Create culture for giving  Create campaign ownership  Educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness)  Integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.)  Increase participation by attracting/cultivating new donors  Increase donations  Enhance the giving experience  Link donors and human health & welfare program recipients CFC Strategic Plan 3

4 PCFO Team Eddie Bracken, Chairman of the Board, Irma Jones, Operations Manager, Barbara Barfield, Campaign Director, Cari Allen, Campaign Coordinator, Jen Weem, Electronic Giving Coordinator, Chuck Bader, USPS Campaign Coordinator 2013

5 Barbara Barfield - Campaign Director Irma Jones - Campaign Operations Manager Cari Allen - Campaign Coordinator Chuck Bader - USPS Account Manager Anita Obando – Larimer & Weld Counties Jennifer Weems – Gift Redemption Manager PCFO Contact Info 5

6  Strategic Plan Implementation CFC Strategic Plan 6 Thank you for partnering with the CFC! Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet—therein lies your voice, your calling, your soul’s code.”

7  The 8 th Habit Applied: CFC Strategic Plan 7 Thank you for partnering with the CFC! “Find your voice”…

8  The 8 th Habit Applied: CFC Strategic Plan 8 Thank you for partnering with the CFC! “…and inspire others to find theirs.”

9 CFC Timeline 9 Thank you for partnering with the CFC!  Plan for a “campaign solicitation window”  Establish a “clear” Kick-off and closing date  Schedule meetings to collect contributions and to evaluate what’s working and what’s not working

10 Campaign Timeline 10 Thank you for partnering with the CFC! Recommended Six Week Solicitation Outline (Most Effective & Efficient)  Solicitation:  Week 1 – 100% Awareness  Kickoff Event/Activity  Week 2 – 100% Opportunity  Group Presentation  Week 3 – 100% Follow Up  Collect Pledges  Week 4 – 6 Follow Up and answer questions

11 Themes: 11

12 OPM Campaign Rules  100% Awareness  100% Opportunity  100% Follow-Up  No Coercion  PII & OSI Compliance  5CFR Part 950  OPM Directives  OPM Memorandum CFC Regulations 12 Thank you for partnering with the CFC!

13 Campaign Team 13 Thank you for partnering with the CFC!  Employee Campaign Coordinator (ECC) or Military Installation Project Officer (IPO)  Department or Mission Element Project Officers  KeyWorkers (1:25)  Event & Activities Volunteers  Finance Officer//Payroll Coordinator  Event Participants  Other Volunteers

14 Campaign Team Best Practices 14 Thank you for partnering with the CFC!  Secure Top-Down Support  Set a Timeline and Goal  Create Awareness  Coordinate a Solicitation Process  Incorporate Fun  Say “Thank You”

15 Campaign Team Roles 15 Thank you for partnering with the CFC! Employee Campaign Coordinator (ECC) or Installation Project Officer (IPO)  Team Leader!  Recruit the Department/Division Team  Inspire  Motivate  Create the Campaign Plan  Plan, organize & host a promotional event  Distribute Materials to Keyworkers  Campaign Reporting  Campaign Follow Up

16 Campaign Team Roles 16 Thank you for partnering with the CFC!  Personally contact each employee you serve  Distribute campaign materials  Discuss importance of charity needs  Solicit contributions  Collect pledges  Report pledges  Pledge follow up  Award distribution Keyworker

17 Solicitation Tips 17 Thank you for partnering with the CFC! Tips  CFC Focus Group Results  Newer employees need education about what CFC is  Employees felt inundated with 4 – 6 weeks of solicitation  Your Tips - Discussion  Your Tools - Discussion

18 Solicitation Tips 18 Thank you for partnering with the CFC! Tips  The Number One Reason People don’t Give…they weren’t asked  Ask sincerely  Discuss reasons for giving  Personal, Family, Friend Service/Benefit Impact  Pay Forward – Future Impact  Encourage Payroll Deduction  Remain available as a resource  Say “thank you” often

19 Solicitation Tools 19 Thank you for partnering with the CFC! Tools  CFC Website:  Searchable Chariy Database  Links to online giving sources ( NEXUS, EEX, myPay)  PDF Brochure Fill in Pledge Form  All Support materials  All Training materials  Links to OPM  Links to CFC National Foundation Website

20 Tools  Training – “More Than Just a Bill”  Answers FAQs  Promoting – “Thank you Feds”  Promoting – “I Make It Possible”  link to CFC National Foundation website CFCToday:  id=5259 id= Video Options: 20 Thank you for partnering with the CFC!

21 Solicitation Activities 21 Thank you for partnering with the CFC! Promote Campaign: 24 Sept – 15 Dec  Posters/Flyers  Blasts  Contests  Internal Newsletters  Website

22 Promotional Materials 22 Thank you for partnering with the CFC! Poster Thermometer Rocky Mountain CFC Get Your Give ON-Line Flyer Thermometer

23 Thank you for partnering with the CFC! Solicitation Activities Promote Campaign  Charity Fairs 22

24 Solicitation Activities 24 Thank you for partnering with the CFC! Promote Campaign: 24 Sepr – 15 Dec  Staff Meetings or Commander’ Call  “ Mini Kick-Offs” at Staff Meetings or Commanders Calls  Target timeframe: Oct  Videos  Thank You Feds video  I Make It Possible  Invite Speakers  Charity Speakers list – – currently under construction  Terri’s Poem – Posted on website  Peer Testimonials

25 Solicitation Activities 25 Thank you for partnering with the CFC! Mid Campaign Blitz: Oct  Get Your Give ON-Line  Campaign Theme National promotion  Keeps Campaign Momentum Strong  Simplest means of giving  CFC Nexus  myPay  Employee Express  Toolkit provided  Fun Reminder to complete pledging  Second opportunity for campaign marketing:  E-blast postcard reminder

26 Solicitation Activities 26 Final Blitz  December 1- December 15  It’s about the NEED theme reminder  Season of giving reminder  Tax Deduction reminder  Contribution cut off reminder  Electronic giving will be turned off COB Dec 15  All Contributions Received by UPO: December 16  Ensure totals for Awards have been submitted  Final Turn-Ins scheduled with PCFO Account Managers  Dec

27 Solicitation Activities 27 Thank you for partnering with the CFC! Chili Cook-Off/ Crock Pot Cook-Off with different categories Candy Grams Fall Festival with pumpkin carving contest, cubicle decorating contests, costume contest Scavenger Hunt 5K walk or run Silent Auction/Basket Auction Bake Sales/Burrito Sales Penny Drive Motorcycle Ride Pie in the Face Jeans or Sports Gear on Fridays Ice Cream Social/Sundae Bar  Best Practices

28 Giving Methods 28  CFC Rocky Mountain CFC Paper Pledge Form  Online: Employee Express or myPay  Online: CFC Nexus  Mobile Pledging  Credit Card Giving

29 Giving Methods 29 Reoccurring Gift:  Payroll Deduction – 95% of campaign  Employee Express – Participating Federal agencies  myPay  DoD Military and Active Duty Civilians  Independent Defense Agencies  EPA, Dept of Energy, HHS,VA  Nexus Payroll Deduction – All Personnel Thank you for partnering with the CFC!

30 Giving Methods 30 One Time Gifts:  Credit Card  Nexus  Cash, Check  Nexus  Traditional pledge form (hard copy or PDF) Thank you for partnering with the CFC!

31 Pledging Materials 31 Pledge Form __ __ __ __ __ Turn in the portion of form to Keyworker Installation: ___________________Donor: _____________________ Unit Name: ____________________Unit Code: __________________ Gift Level:  General  Patriot (one hour’s pay per pay period)  Hero (two hour’s pay per pay period)  Eagle  Silver Eagle  Golden Eagle  I prefer not to receive a donor appreciation gift. Get Your Give ON-Line One time credit card, cash or check Reoccurring Payroll deduction Appreciation Award Confirmation Donor Appreciation Awards Reporting Envelope

32 Pledging 32 Thank you for partnering with the CFC! Pledge Form

33 Pledging 33 Traditional Form IG Audit Findings:  Illegible, ff it is unreadable, the pledge may not be processed correctly  Monthly gift is listed as the annual gift  Designation to an invalid code; pledges can oly be made to agencies listed in this region’s brochure  From isn’t signed; payroll deduction cannot be authorized if the form isn’t signed  Social security numbers is not provided; payrol deduction can not be authorized without the SSN; USPS employees may use their Employee ID#. Thank you for partnering with the CFC!

34 Pledging 34 Online Assisted Giving:  NEXUS Online: Available to anyone  Rocky Mountain CFC Website links to NEXUS  NEXUS Training: videos, Word doc & PDF https://www.cfcnexus.org/_root/ https://www.cfcnexus.org/_root/  Pledging Overview  One Time Contribution - Cash, Check,  One Time Credit Card – 3% third party convenience banking fee  Continual Gift – Payroll deduction (must renew annually, print & submit form)  Register  Search for charities  Complete Pledging  Confirmation

35 CFC NEXUS 35  Pledge Training link: https://www.cfcnexus.org/_root/https://www.cfcnexus.org/_root/ Thank you for partnering with the CFC!

36 CFC Nexus 36 CFC NEXUS  Pledging  Demo Link: https://www.cfcnexus.org/_root/ https://www.cfcnexus.org/_root/  Opportunity for Coordinator or Keyworker to try out the pledging process by creating a “fake” pledge on the demo account. Thank you for partnering with the CFC!

37 CFC NEXUS Overview Registration Thank you for partnering with the CFC!

38 CFC NEXUS Pledging 38 Thank you for partnering with the CFC! 1. Registration

39 CFC NEXUS Pledging 39 Thank you for partnering with the CFC! 2. Login

40 CFC NEXUS Pledging Pledging Thank you for partnering with the CFC!

41 3. Pledging Payroll Deduction only one for NOW Civilian or Military Monthly amount You must agree to terms! CFC NEXUS Pledging 41 Thank you for partnering with the CFC!

42 CFC NEXUS Pledging Sign Pledge Thank you for partnering with the CFC!

43 CFC NEXUS Pledging 43 Thank you for partnering with the CFC!

44 CFC NEXUS Pledging 44 Thank you for partnering with the CFC! SPECIAL INSTRUCTIONS Please make sure you print your pledge and turn your pledge with cash or check into your keyworker. Keyworers will turn your form in to your payroll office.

45 CF NEXUS Pledging 45 Thank you for partnering with the CFC! SPECIAL INSTRUCTIONS Credit Card contributions: -Fill in thank you gift award information online -Complete thank you gift confirmation form and submit to keyworker. Pledge will be processed by your bank card.

46 CFC NEXUS Pledging Confirmation Thank you for partnering with the CFC!

47 CFC NEXUS Pledging Confirmation Thank you for partnering with the CFC!

48 Mobile Pledging 48 Thank you for partnering with the CFC! Ways to Contribute  NEXUS Mobile Application Online:  Same process  NEXUS Demo:

49 Ways to Contribute  Employee Express Overview –  Reoccurring payroll deduction only  Check to see if your agency uses Employee Express for your benefits administration (a list is available at cfcnorcal.com)  Log into your Employee Express account to make a pledge  Employee Express pledging closes on December 15, 2013 Pledging 49

50 Pledging 50 Thank you for partnering with the CFC! Ways to Contribute  Employee Express  Only participating agencies that have paid for the module  Demonstration: A Demonstration Account is available for all to familiarize Federal users with the CFC-EEX E- Pledge system. Go to https://www.employeeexpress.gov and Login with: and Password: Demo#444 (Local charities for this account are in the Atlanta campaign.)https://www.employeeexpress.gov

51 Employee Express Log In Screen Enter your login ID and Password then click “Sign In”. EEX Pledging 51 Thank you for partnering with the CFC!

52 EEX Pledging 52 Thank you for partnering with the CFC! Select the radio button beside your agency then click “Submit” Select Your Federal Agency

53 EEX Pledging 53 Thank you for partnering with the CFC! Click the “Combined Federal Campaign” button. Select CFC as the payroll action

54 EEX Pledging 54 Thank you for partnering with the CFC! Routine Security Message Click the “Continue to Main Menu” button.

55 This is the top part of the next screen. Note that some information may be pre-filled. Also see that this payroll election becomes active on first pay period in January, 2014 and lasts for only one calendar year. Select Your Charity(s) & Dollar Amounts (Top of Page) EEX Pledging 55 Thank you for partnering with the CFC!

56 Pledging 56 Thank you for partnering with the CFC! This is the middle part of the same page where you can search for a charitable organization several different ways (by number, name, service category or composite search.) Select the related search button to initiate your search. Search results will return at the bottom of this same page. (See the next PowerPoint slide.) Select Your Charity(s) & Dollar Amounts

57 Pledging 57 Thank you for partnering with the CFC! This is the bottom part of the same page where search results are presented. Select your charity(s) by clicking the “Add to Cart” button(s). Select Your Charity(s) & Dollar Amounts

58 Select Your Charity(s) & Dollar Amount (Top of Page) Scroll up to the top part of the same page. Confirm (or enter) your “Pay Period Contribution” amount, edit the charity(s) you selected (if necessary), then click “Save Selected Charties and Continue.” Pledging 58 Thank you for partnering with the CFC!

59 Pledging 59 Thank you for partnering with the CFC! This is the top part of the next page. Confirm your contribution amount and charity(s) are accurate. Confirm/Edit Charity or Contribution Amount (Top of Page)

60 Pledging 60 Thank you for partnering with the CFC! This is the bottom part of the final page. Ensure the information entered is accurate. Click the “Yes” button if everything is correct otherwise click “No” if you wish to change/correct information, charity or contribution amount. Final Confirmation or Edit (Bottom of Page)

61 EEX Pledging 61 Thank you for partnering with the CFC! A charitable payroll deduction satisfies all documentation requirements for income tax reporting purposes.. If you wish to receive confirmation of this payroll action request, enter your address and click the “Submit and Return to Main” button. Otherwise, click the “No Thanks…” button. Exit Screen

62 Pledging 62 Thank you for partnering with the CFC! Ways to Contribute  myPay Online: Payroll deduction only  Norcal Website links to myPay  myPay Overview  Login: https://mypay.dfas.mil/mypay.aspx https://mypay.dfas.mil/mypay.aspx  Select CFC option  Search for charities  Pledge  Confirmation

63 Combined Federal Campaign option added to MyPay Main Menu myPay Pledging 63 Thank you for partnering with the CFC!

64 Donor selects “Add New Contribution” myPay Pledging 64 Thank you for partnering with the CFC!

65 Key Training Point 1.The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel. Those donors must be provided their 4-digit Campaign Code 2.All other donors’ campaign information will be automatically populated myPay Pledging 65 Thank you for partnering with the CFC!

66 Entering an invalid campaign code will result in an error message myPay Pledging 66 Thank you for partnering with the CFC!

67 1.Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing 2.Other donors will not see this screen Norcal Region 0106 myPay Pledging 67

68 Donor selects donation amount per pay period/month Key Training Point Maximum allowable total donation for military personnel is $833/month. For donations higher than that, military donors should use a paper pledge form myPay Pledging 68 Thank you for partnering with the CFC!

69 Donors can search for charities in multiple ways: 5-digit Charity Code, Charity Name, Type of service or AFR %. PCFO recommendation – Use charity search on website and simply use myPay for transaction myPay Pledging 69

70 Key Training Point Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms PCFO recommendation – Use charity search on website and simply use myPay for transaction myPayPledging 70

71 The donor enters the per pay period or per month donation amount myPay Pledging 71 Thank you for partnering with the CFC!

72 Balance remaining is automatically calculated Donor has the option to continue or add / delete charities myPay Pledging 72 Thank you for partnering with the CFC!

73 Pledge summary is displayed; undesignated funds are automatically calculated and displayed Key Training Point For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office Code Unit Codes provided on back side of epledging flyer myPay Pledging 73

74 Final review and opportunity for donor to confirm intent Pledging 74 Thank you for partnering with the CFC!

75 Key Training Point Donor can view print PDF pledge form for recordkeeping. Donor will complete epleding flyer pledge confirmation form Pledging 75 Thank you for partnering with the CFC!

76 Thanks You Awards 76 Thank you for partnering with the CFC!  Donor Gifts:

77 Donor Appreciation Award Tracking 77 Thank you for partnering with the CFC!  PCFO Tracking Form Provided for ECCs & Keyworkers  Each KeyWorker keeps a list of their 25 co-workers with a check box of what gift that donor requests and whether or not they have received it  Although Donors don’t give for the donor gift, they can easily feel slighted if promised something they don’t receive  General Gift thank you award provided with materials; distribute as pledge forms/confirmation forms are collected by keyworker  Silver & Gold Thank You Awards - provided electronically  Eagle Level Thank You Awards – provided at conclusion of solicitation

78 Donor Appreciation Award Tracking 78 Thank you for partnering with the CFC! Get Your Give ON-Line One time credit card, cash or check Reoccurring Payroll deduction Federal Agency: ____________________________Donor: _____________________________ Unit Name: ________________________________Unit Code:__________________________ Gift Level:  General recognition coin  I prefer not to receive a donor appreciation gift.

79 Donor Appreciation Award Tracking 79 Thank you for partnering with the CFC! Traditional Form  Record award information from pledge form myPay & Nexus  Donor fills out and submits donor contribution confirmation form  Keyworker includes tracking form in report envelope  Keyworker uses tracking form to create list of donor gift needs  Keyworker send tracking form electronically to UPO  Keyworker reports gifts needed on report envelope for turn-in  UPO tracks Unit gift needs on master tracking form

80 Donor Appreciation Award Tracking Ledger 80

81  What will I miss if I go to the Bathroom?!  Accounting and Reporting Procedures  HURRY BACK! Stretch Break 81 Thank you for partnering with the CFC!

82 Turn-In Flow Chart 82 Thank you for partnering with the CFC! DonorsKeyworkerECC Federal Payroll Office CFC Staff (Regional PCFO Office) Charitable Organizations

83 KeyWorker Turn-In Pledge Preparation 83  Collect pledges weekly  NEXUS  Print outs of cash or check contributions with cash or check  Do not collect credit card contributions – collect appreciation award form  Traditional Pledge forms  Pledges must be reviewed for completeness, accuracy and legibility  DO NOT make changes to form; contact donor  EEX & myPay pledge confirmation forms  Collect and verify forms:  Ensure donor’s name and address is included  Ensure unit/office code is completed  Ensure gift request is completed  Report totals of each pledge type (cash, check and traditional payroll pledges) on report envelope;  Report number of gifts requested on report envelope

84 Campaign Reporting 84 Thank you for partnering with the CFC! Contribution Collections Tips  Keyworkers Collect Contributions &/or Confirmation Forms Weekly  PII & OSI Compliance –remove cover when submitting to ECC  KeyWorkers make regular time to turn in report envelope with ECC  Ensure your turn-in leaves plenty of time for both KeyWorker and ECC to verify envelope content and sign off on report envelope for chain of custody (IG compliance)  Recommend one day prior to ECC turn-in

85 KeyWorker Turn-In 85 Envelope Verification - Weekly Turn-Ins with UPO  Collect and Verify Report envelopes for Weekly Turn-In  Verify # of each type of pledge in envelope  Verify $ of each type of pledges reported  Verify e-pledging appreciation award confirmation forms  Collect and verify forms:  Ensure donor’s name is on form  Ensure donor’s address is included  Ensure unit/office code is completed  Ensure gift request is completed  Sign off on report envelope once content and report accuracy are verified Thank you for partnering with the CFC!

86 Key Worker Turn-Ins 86 Thank you for partnering with the CFC! Campaign Reporting The UPO followed by the ME will collect all KW envelopes, verify the contents with the KW/UPO and turn in to IPO/Finance Officer weekly. IPO/finance officer will re-verify the content of the envelopes with the ME project officer. A chain of custody transition form on the envelope will be signed by the all parties at each level of turn-in. ( IG Compliance) NEXUS cash & Check Forms Traditional Forms Donor Gift Request Form Installation: ____________________________ Donor: _____________________________ Unit Name:____________________ Unit Code: __________________________ Gift Level:  General  Silver (one hour’s pay per pay period)  Gold (two hour’s pay per pay period)  Eagle  Silver Eagle  Golden Eagle  I prefer not to receive a donor appreciation gift.

87 Pledge Report 87 Thank you for partnering with the CFC! Report Envelope

88 Department/Unit Project Officer Turn-In 88 ECC or IPO Collection from Department or Unit POC  If collecting from larger organizations that have multiple departments, offices, units or even shifts (sub-sections), the DPO or UPO will track and turn in those pledges by the corresponding subsection. (ie HR, Finance, Customer Service etc. or Squadron 1, Squadron 2 etc) This ensures proper credit to each part of that organization AND if donor information has to be verified, it provides for a contact closer to the donor to validate.  Each of these subsections should have envelope tracking 1 of 4, 2 of 4, 3 of 4, 4 of 4 on the reporting envelope, which would then be rubber banded together by the DPO or UPO.  ECC / IPO or designated Finance officer will record multiple envelopes on organization ledger & turn-in to PCFO.

89 Department/Mission Element Turn-In 89 Ledger

90 Why do I have to do All of This 90 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  OPM generally defines PII as information that:  Can be used to discern or trace a person’s or entity’s identity; and alone or combined with other information can be used to compromise the integrity of agency records relating to a person by permitting access to unauthorized disclosure of these records  Pledge form

91 PII Compliance 91 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  OPM defines OSI as any information:  Related to the Federal donor or charitable entity that could alone, or combined with other information, be used to commit fraudulent acts against the Federal donor or charitable entity. For example, a donor’s home address, bank account number or routing number would constitute other sensitive information.

92 PII Compliance 92 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  Campaign Responsibilities  It is the local campaign’s responsibility to ensure it has implemented adequate controls to protect against the unauthorized release and misuse of personally identifiable and other sensitive information. Local campaigns are responsible for the proper handling of PII and OSI, regardless of location.

93 PII Compliance 93 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  Campaign Responsibilities  Restricting access to PII and OSI to only those individuals who have a business need for it  Keeping paper documents with PII or OSI in locked storage rooms or safes which can only be accessed by authorized users or security personnel

94 PII Compliance 94 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  Reporting PII Breaches  A breach of PII or OSI includes the actual or suspected loss of control, compromise, unauthorized disclosure, unauthorized acquisition, or unauthorized access of PII or OSI whether physical or electronic

95 PII Compliance 95 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  Reporting PII Breaches  In accordance with 5 CFR § (b)(13) a LFCC is required to immediately report to OPM all potential PII data and OSI breaches -- whether they involve paper documents or electronic information. Potential PII data and OSI breaches must be reported within 30 minutes of discovery via telephone on (202) or at to OPM.

96 PII Compliance 96 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  Reporting PII Breaches  Both actual and suspected breaches should be reported, even if it is believed the breach is limited, small, or insignificant. In addition, the LFCC is reminded of its obligation to report all security incidents involving PII to US-CERT within the Department of Homeland Security (see US- CERT web site at cert.gov/federal/reportingRequirements.html) and providing notification to victims of PII or OSI breaches, as appropriate.http://www.us- cert.gov/federal/reportingRequirements.html

97 Solicitation Conclusion 97 Thank you for partnering with the CFC!  Electronic Giving turned off COB Dec 15 (regulations)  All Contributions Received by DPO or UPO: December 16  Ensure CFC Staff has your totals for Awards  Final Turn-ins scheduled with PCFO Dec 16 – 20  Ensure CFC Staff has your totals for Awards  Final Turn-Ins scheduled with PCFO Dec  Ensure Donors receive appreciations awards

98 Campaign Recognition 98 Thank you for partnering with the CFC! 2013 Certificates of Appreciation  Recognized all keyworkers & Campaign Volunteers  Track name, department, Agency  Template provided on website

99 Campaign Recognition 99 Thank you for partnering with the CFC! 2013 Agency Hero Nominations  All Federal Agency Campaign Team members may be nominated  Submit Hero Nominations by December 15  Nominate anyone you see going above and beyond during the Campaign  Heroes are selected by the LFCC and honored at the Campaign Celebration  Heroes may also be submitted to National Awards Committee for National recognition

100 Campaign Recognition  Unit, Department and Organization Awards  Gold, Silver & Bronze Awards  Agency Awards to those that reach 75% of award criteria  Benchmark: 5% above 2012 campaign – silver award  75% of Benchmark – Bronze award  125% of Benchmark – Gold Award  Award Distribution – ECCs and IPOs receive awards from PCFO – January  Internal organization presentation  CFC Commander’s call  Staff Meeting

101 Questions? Q&A: Thank you for partnering with the CFC!

102 2013


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