# Presentation: 370372

## CFC 101 SESSION

***OPM CFC WORKSHOP***

## AGENDA

**   ****CFC Structure**
**   ****CFC Regulations**
**   ****Annual Timeline**
**   ****The PCFO**
**   ****The LFCC**
**   ****CFC Trends**
**   ****3 C’s of CFC**
**   ****Magic Words**

## CFC STRUCTURE

***Sets Policy & Procedures***

***Conducts Local Campaign***

***Manages Local Campaign***

***Leadership of LFCC***

## OPM

**OPM**

**Publishes CFC Regulations**
**Establishes Timelines**
**Provides Direction and Guidance**
**Develops & Publishes National / International List**
**Establishes Rules on Local Application’s**
**Final Appeal **
**Audits**

_**Director, OPM**_
**Kay Coles James**
_**Director, CFC Operations**_
**Mara Patermaster**

_**CFC Staff**_
**Mark Lambert**
**Curtis Rumbaugh**
**Pamela Rogers**
**Valinda Pittman**

## LFCC

**LFCC**

**Hires PCFO**
**Approves Budget**
**Conducts Local Agency Eligibility**
**Provides Oversight of PCFO**
**Approves Campaign Material**
**Conducts Compliance Audit**

## LFCC

**Leadership Element of LFCC**
**Members from Federal Community**
**(Federal Civilians, Military & Postal)**
**Final Campaign Decisions**
**Liaison to Federal Agency Heads**

**CABINET**

**LFCC**

##   PCFO

**Local Federal Agencies**

**  ****PCFO**

**Chairperson,        Coordinators,**
**Project Officers,**
**Key Workers**
**          **

**Loaned**
** ****Executives**

**Local, National & **
**International Charities**

**Manages All Aspects of Campaign**
**Develops Campaign Materials**
**Fiscal Agent**
**Collects – Processes – Distributes Pledges**
**Train Loaned Executives & Campaign Personnel**

## CFC REGULATIONS – 5 CFR 950

- (November 24, 1995)
***“******The only authorized solicitation of employees in the Federal workplace on behalf of charitable organizations”***
***“******The Director (OPM) exercises general supervision over all operations of the CFC, and takes all necessary steps to ensure the achievement of campaign objectives”***

***5 CFR 950.102(a)***

***5 CFR 950.102(c)***

## CFC REGULATIONS – 5 CFR 950

- (November 24, 1995)
***“******A campaign may be conducted during a six week period, as determined by the LFCC, from September 1 through December 15 at every Federal agency in the campaign community...”***
***“******Current Federal civilian and active duty military employees may be solicited for contributions using payroll deduction, checks, money orders or cash”***

***5 CFR 950.102(g)***

***5 CFR 950.102(a)***

## CFC REGULATIONS – 5 CFR 950

- (November 24, 1995)
**OF SIGNIFICENT IMPORTANCE**
**950.104:   LFCC Responsibilities**
**950.105:   PCFO Responsibilities**
**950.108:   Preventing Coercive Activity**
**950.204:   Local List Eligibility**
**950.303:   Local Federations Eligibility**

## CFC REGULATIONS – 5 CFR 950

- (November 24, 1995)
**OF SIGNIFICANT IMPORTANCE**** ****(cont)**
**950.304:   Responsibilities ****of Local Federations**
**950.401:   Campaign Materials**
**950.601:   Release of Donor Names**
**950.602:   Solicitation & Fund Raising**
**950.801:   Campaign Schedule**

## OTHER DIRECTIVES

**DOD DIRECTIVE 5035.1**
**Fund Raising Within the Department of Defense**
**CFC MEMORANDUMS**
**Used to promulgate administrative guidance, regulation modifications, reports, policies, procedures, timelines, events, model applications, model pledge card and National / International Lists.**

## CAMPAIGN TIMELINE

- FEB-MAR	PCFO Application Period
- APR-JAN	Distribute Prior Year’s Campaign Funds
- APR-JUN	Local Organizations Eligibility Screening
- MAY-JUN	CPA & Compliance Audits
- JUL-AUG	Recruit Loaned Executives & Coordinators
- AUG		Train Loaned Executives
- AUG-SEP	Distribute Campaign Materials
- SEP		Train Coordinators & Key Workers
- SEP-DEC	Campaign Period *(1 Sep – 15 Dec)*
- OCT-JAN	Process Pledge Forms
- DEC-FEB	Appreciation Event
- FEB-MAR	Develop Distribution Plan
- APR-JAN	Distribute CFC Funds

## PCFO GOAL

***“******The primary goal of the PCFO is to conduct an effective and efficient campaign in a fair and even-handed manner aimed at collecting the greatest amount of charitable contributions possible.”***

***5 CFR 950.105(b)***

## PCFO SELECTIONWho May Be The PCFO?

**Non-profit Federations**
**Non-profit Charitable Organizations**
**Combination thereof**
**-----------------------------------------------------------**
**Must apply annually *****(Feb-Mar)***

- PCFO SELECTION***Who May Be The PCFO?***

## PCFO RESPONSIBILITIESManaging A Campaign

**Honor employee designations.**
**Help to ensure no employee is coerced.**
**Train Loaned Executives, Coordinators & Key Workers.**
**Ensure no employee is questioned as to his or her designation.**
**Prepare campaign materials. *****(LFCC approval)***

- PCFO RESPONSIBILITIES***Managing A Campaign***

## PCFO RESPONSIBILITIESManaging A Campaign (cont)

**Honor donor’s request to release / not to release name & address.**
**Maintain detailed schedule of expenses.**
**Keep and maintain financial records IAW GAAP.**
**Submit to LFCC an audit of collections & disbursements. *****(Prior to 15 June)***

- PCFO RESPONSIBILITIES***Managing A Campaign ******(cont)***

## PCFO RESPONSIBILITIESManaging A Campaign (cont)

**Absorb cost of reprinting of materials caused by non-compliance with regulations.**
**Absorb campaign costs that exceeding 10% of approved budget.**
**Design & implement a CFC awards program. *****(Donor & Federal Agency Recognition)***
**Respond timely to inquiries.**

- PCFO RESPONSIBILITIES***Managing A Campaign ******(cont)***

## PCFO RESPONSIBILITIESManaging A Campaign (cont)

**Notify recipient organizations of contributions. *****(Feb – Mar)***
**Disburse funds according to receipts.           *****(Pledge $s balance to Designation $s)***
**Give federations & charities an opportunity to review material.**
**Retain campaign documentation 3 years.**

- PCFO RESPONSIBILITIES***Managing A Campaign ******(cont)***

## LFCCTASK & STRUCTURE

- LFCCTASK & STRUCTURE

***“******That group of Federal officials designated by the Director (OPM) to conduct the CFC in a particular community.”***
***The LFCC will, whenever possible, be comprised of members of local Federal inter-agencies, such as; FEB, FEA, FBA, employee unions, local Federal officials and will include Federal agency heads and their representatives.***

***5 CFR 950.101***

***5 CFR 950.103(b)***

## LFCC RESPONSIBILITIESConduct A Local Campaign

**Maintain minutes of LFCC meetings.**
**Name a LFCC ****(Campaign)**** Chair.**
**Determine eligibility of local organizations.**
**Reproduce in local brochure nationally eligible organizations IAW regulations.**
**Ensure local pledge cards and brochures produced IAW regulations.**

- LFCC RESPONSIBILITIES***Conduct A Local Campaign***

## LFCC RESPONSIBILITIESConduct A Local Campaign (cont)

**Encourage local Federal agencies to appoint Loaned Executives.**
**Establish a network of Key Workers and volunteers for presentations.**
**Ensure that, to the extent possible, every federal employee is given an opportunity to participate in the CFC.  *****(100% Contact)***

- LFCC RESPONSIBILITIES***Conduct A Local Campaign ******(cont)***

## LFCC RESPONSIBILITIESConduct A Local Campaign (cont)

**Ensure PCFO includes in training to encourage employees to designate.**
**Ensure contributions are distributed IAW CFC regulations.**
**Ensure that no employee is coerced.**
**Bring allegations of coercion to the attention of the Director *****(OPM).***

- LFCC RESPONSIBILITIES***Conduct A Local Campaign ******(cont)***

## LFCC RESPONSIBILITIESConduct A Local Campaign (cont)

**Ensure that PCFO activities are kept separate from non-CFC operations.**
**Monitor the work of the PCFO.**
**Authorize the PCFO reimbursement of only those expenses legitimate to CFC costs.**
**Annually solicit applications for the PCFO via Public Notice.**

- LFCC RESPONSIBILITIES***Conduct A Local Campaign ******(cont)***

## LFCC INVOLVEMENT

**Provide active leadership.**
**Develop campaign strategies.**
**Be visible within Federal community.**

_***The Two Most Important People in a Campaign***_
**Federal Agency Head**
***Creates the TONE of the campaign***
**Coordinator / Key Worker**
***Creates the ENVIRONMENT of the campaign***

## CURRENT TRENDS

**Participation continues to decrease.**
**Average Gift continues to increase.**
**Leadership giving continues to increase.**

_***Remember***_
***    ******Integrity & Trust is the foundation of CFC***
***   ******The donor is the customer***
***   ******We handle people’s money... Handle it well***

## THE THREE C’s OF CFC

_**C**__**HOICE**_
***Select from a large number of charitable organizations.***
_**C**__**ONVENIENCE**_
***Donor may use Payroll Deduction.***
_**C**__**ONFIDENCE**_
***Every organization screened by Federal employees for:***
***   ******Fiscal Soundness***
***   ******Management Expertise***
***   ******Program Integrity***

## Magic Words

**From the Federal Agency Head...**
***          “******The CFC... It’s Important”***
**From the Loaned Executive...**
***          “******Let me tell you about CFC”***
**From the Coordinator & Key Worker...**
***          “******Let me tell you about CFC”***
***          “******Thank You!”***

## Thank You!

***We Each Make A Difference***