1. 2015 Heart of the Midlands Combined Federal Campaign Training: CFC Overview The Big Picture!

2. CFC 101 Objectives History of the Combined Federal Campaign (CFC) Common CFC Terms Benefits of the CFC Governance Structure of the CFC Roles & responsibilities:  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

3. 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

4. Common Terms LFCC- Local Federal Coordinating Committee Federal employees that act as a board of directors for the local campaign. PCFO- Principal Combined Fund Organization Selected by the LFCC, this organization administers the campaign operations. LE- Loaned Executive- Federal Employee temporarily reassigned to the campaign to assist in its administration

5. Common Terms CFC Coordinator- full-time year round administrator of campaign CM- The Campaign Manager is the employee that has volunteered(or voluntold) to oversee the campaign for a particular federal agency/office Keyworker- An employee assigned to assist in the administration of the campaign *In smaller agencies, it is common that the CM would function as the keyworker as well

6. 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

7. Structure of the CFC Local Federal Agencies Annual Campaign Team Loan Executives Coordinators Key Workers OPM LFCC PCFO (United Way of the Midlands) Local, National and International Non-Profit Organizations Sets Policy & Procedures Provides Campaign Oversight Manages Local Campaign

8. 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.

9. LFCC Local Federal Coordinating Committee Campaign Leadership Comprised of local Federal Employee Volunteers Makes final campaign decisions (local level) Liaison with Federal agencies Hires PCFO PCFO Oversight  Daily operations  Fiscal operation (Budget/Audit)  Annual application review  Policy review & guidance  Campaign operations  Other items per regulations

10. 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

11. Federal Agencies Campaign Leadership Communication Plan  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

12. PCFO Principal Combined Fundraising Organization Non-profit organization hired by LFCC- (United Way of the Midlands) 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

13. 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

14. 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. Campaign Coordinators/Managers: 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)

15. Local, National & International Non-profit Organizations 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.

16. Annual Campaign Calendar OPM Calendar of Events LFCC Meeting Schedule LFCC Sub-Committee Meetings PCFO Calendar of Events

17. OPM 2014/15 Calendar of Events

18. LFCC Meeting Schedule 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

19. LFCC Oversight 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

20. PCFO Accountability Know the Regulations & Memorandums Keep LFCC informed Understand areas of financial liability Develop safeguards for PCFO financial liability OPM Deadlines Detailed Schedules Detailed Budget & Expense Tracking Transparency

21. PCFO Best Practices Standard Operating Procedures Campaign Plan – Communications, marketing, social media 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

22. Websites www.opm.gov/cfc www.cfctoday.org www.cfcnexus.org

23. Resources OPM Regional Representative (Mary Capule, Curtis Rumbaugh, Marcus Glasgow) FEB/ FEA Director or Members Other PCFO’s Other LFCC Members