2015
Campaign Team Training
Overview:
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2
CFC Overview
Office of Personnel Management (OPM) Update
Rocky Mountain CFC Overview
Campaign Team Overview
 Team Member Role & Responsibilities
Campaign Timeline
Solicitation Tips, Tools & Activities
Giving Methods
Pledge Collection & Reporting
PII & OSI Security
Tips & Tools
Q&A
OPM Strategic Focus

Online Giving

Donor Confidentiality

Efficiency - Reduced administrative workload

Accuracy

PII

Multiple Giving Platforms

Lack of Reporting Mechanism for the Government
platforms

3
myPay
OPM Universal Giving
Local – All Regions
Federations
Fed Members
Independents
National
Federations
International
Independents
Fed Members
Online Universal Giving
24,000+ charities
Federations
Fed Members
Independents
CFC Regulations
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5 CFR 950
OPM Directives
B-325023, Occupational Safety and Health Review Commission--Refreshments for
a Combined Federal Campaign Event, July 11, 2014
http://www.gao.gov/products/B-325023
CFC Guidance (Memoranda)
DoD Directives 503501
DoD Directive 503505
Air Force Regulations (AF36-3101)
Army Regulations (AR600-29)
Guidance from Specific Agencies
 Ethics Officer
 General Council
CFC Regulations & Rules Summary
6
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100% Awareness
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100% Opportunity
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100% Follow-Up
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No Coercion

PII & OSI Compliance

Agency Ethics Rules
Rocky Mountain CFC:
7

Pikes Peak & Rocky Mountain Merged effective January 2015

37 counties and covers the Front Range in Colorado

Serve approximately 79,000 Federal Employees & Military Personnel

Rocky Mountain CFC raised over $3.7 Million in 2014
Rocky Mountain CFC 2014 Results:
$3,737,684
8
CFC Organizational Chart
OPM - Regulators
Executive Committee
Support
Federal Agency Directors & Military Senior Commanders
LFCC
Oversight & Mentorship
Agency Head Reps
PCFO
Board of Directors
Campaign Director
Campaign Coordinators
Employee Campaign Coordinators
or Installation Project Officers
Unit/Dept Coordinators
100 or more employees
Charitable Organizations
9
Key Workers
1 per every 25
CFC Strategic Plan

The 8th Habit:
“Find your voice”…
1
0
“…and inspire others to find theirs.”
Rocky Mountain Region Strategic Focus: Engagement

Team Development/Training

Virtually Connect Personnel to CFC Charity Causes

Engage Newer Personnel & Young Federal Employees
Campaign Resources:

www.rockymountaincfc.org

Home
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12
Pledge Online
Search Charities
Check Totals
Contact Campaign
About
Donors
Charities
Campaign Team Information
 Training
 Materials
 Forms
Videos:

Training – “More Than Just a Bill”
 Answers

13
FAQs
Promoting

“Be a Change Maker”

“Thank you Feds”

National Videos

President Obama Message

2015 Honorary National Chair, John Brennan, CIA
Director Message

“I Make It Possible”
Campaign Activities
IPO & ME POC Campaign Planning & Preparation:

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Plan Activities/Events

Kick-off Event

Charity Fair
Team Development
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14
Training

Distribute Materials

Promote Campaign

Solicitation

Contribution Reconciliation & Reporting

Follow Up
100% Awareness:

Promotional Activities

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Signage, Kiosks, Posters
Kick-Off Event
 Ceremony, Charity Fair & Activity
 Mission Group Presentations
 Staff Meetings or Commander’ Call
 “Mini Kick-Offs”
Videos
 Invite Speakers

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Charity Speakers list – www.rockymountaincfc.org –
Peer Testimonials
Terri’s Poem – Posted on website

Promotional Materials

Campaign Theme – “Be A Change Maker”
Campaign Activities
 Kick Off Activities & Charity Fairs
28
Promotional Activities
Best Practices
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17
Chili Cook-Off/ Crock Pot CookOff with different categories

Penny Drive

Swear Jar

Motorcycle Ride

Candy Grams

Fall Festival with pumpkin
 Pie in the Face
carving contest, cubicle decorating
 Jeans or Sports Gear on Fridays
contests, costume contest

Scavenger Hunt

Ice Cream Social/Sundae Bar

5K walk or run

Book Exchange Sale

Silent Auction/Basket Auction

Employee Testimonial E-Blasts
Promotional Materials
Brochure & Poster
Online Flyer
Get Your
Give ON-Line
Thermometer
Post It Note
18
Thank you for leading the CFC!
Post It Reminder
improve
supply CURe
rebuild
strengthen sustain
boost
Protect
p
l
i
help
uphold
f
inspire Support
empower
t
Safeguard
renew
Care
for
equip
restore
motivate
nourish
transform
alter
revolutionize
Be A Change Maker…
u
Encourage
provide
Solicitation

Recommended Timeline:

Week 1 – 100% Awareness (Agency/Installation wide)

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Week 2 – 100% Opportunity
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20
Group Presentation (Department/Unit)
Week 3 – 100% Follow Up
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Attend Kickoff Event/Activity/Charity Fair
One-on-One Solicitation
Week 4 – 6 Follow Up
Solicitation
 Tools
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21
CFC Website: www.rockymountaincfc.org
 Searchable Charity Database
 Links to online giving sources ( NEXUS, EEX, myPay)
 PDF Brochure Fill in Pledge Form
 All Support materials
 Speakers’ List for Charity Speakers at group
presentation
 Template E-Blasts
 All Training materials
 Links to OPM
 Links to CFC National Foundation Website
Solicitation
 Tools: www.rockymountaincfc.org Home Page
22
100% Opportunity
Meaningful Contact

Make the Ask

The Number One Reason People don’t Give…they
weren’t asked
 Provide

23
campaign materials
Discuss reasons for giving

Personal, Family, Friend Service/Benefit Impact

Pay Forward – Future Impact
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Encourage Payroll Deduction
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Remain available as a resource

Say “thank you” often
Giving Methods
 Online: MyPay
 Online: CFC Nexus
 Mobile Pledging
 Credit Card Giving
 CFC Paper Pledge Form
24
Pledging Online
CFC Website: www.rockymountaincfc.org
To practice:
https://emssdemo.dfas.mil/MYPAY.ASPX
Login ID 999999991, Password 25
Xma$1225
Giving Methods
Reoccurring Gift:

Payroll Deduction – 90% of campaign

myPay
DoD
Military and Government Civilians
Independent
EPA,
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26
Defense Agencies
Dept of Energy, HHS, VA
Nexus Payroll Deduction – NAF
myPay Pledging
Combined Federal Campaign on
Main Menu
Click on myPay logo in top left corner
27
myPay Pledging

Website Charity Search – www.rockymountaincfc.org

Login

Campaign Code & Confirm – 0141

The screen will ONLY be shown to active duty ARMY,
NAVY and AIR FORCE PERSONNEL

All other donors’ campaign information will be
automatically populated.

Enter Charity

Enter Allotment Amount
28

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Military Personnel – 12 allotments

Civilians – PER PAY PERIOD
Enter Unit Code – Keyworker provides:
myPay Pledging
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29
Buckley AFB Unit Code – Keyworker provides:
AAFES - Buckley Exchange Services, Colorado
Colorado Air National Guard
Colorado Air National Guard - 140th Wing
Colorado Army National Guard - Army Aviation Support Facility (AASF)
DOD - Aerospace Data Facility - Colorado
DOD - Defense Commissary Agency, Buckley AFB
National Geospatial-Intelligence Agency - Denver
US Coast Guard - Colorado
USA - 743d Military Intelligence Battalion
USAF - 310th Mission Support Group
USAF - 460 Medical Group
USAF - 460 Mission Support Group
USAF - 460 Operations Group
USAF - 460 Space Wing
USAF - 566th Intelligence Squadron
USAF - 566th Intelligence Squadron, Det 1
USAF - 8th Space Warning Squadron, Reserves
USAF - Air Force Office of Special Investigations
USAF - Air Force Operational Test and Evaluation Center OL-BC
USAF - Air Force Technical Applications Center, Det. 45
USAF - Air Reserve Personnel Center
USMC - Company A, Marine Cryptologic Support Battalion
USMC - Q Battery 5/14, 14th Marines
USN - Naval Operations Support Center, Denver
USN - Navy Information Operations Command,
USAF - Financial Management Center of Expertise
2007
2008
2028
2022
2004
2010
2023
2024
2003
2000
2026
2027
2029
2002
2017
2031
2019
2018
2005
2025
2006
2009
2016
2014
2015
2021
myPay Pledging

Fort Carson Unit Codes – Keyworker provides:
HHBN
ARTY
0CS
USAG
30
1BDE
4CAB
10SF
MEDC
2BDE
4SUS
71OD
OSJA
3BDE
4ENG
759P
myPay Pledging
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31
Peterson AFB - HQ NORAD & US NORTHCOM
Unit Codes – Keyworker provides:
NNC/CMDGP
NNC/CP
NNC/IG
NNC/NG
NNC/PA
NNC/J2
N/J3
NC/J3
NNC/J4
NNC/J5
NNC/J6
NNC/J7
NNC/J8
NNC/J9
DIAWCRO
NNC/SOCNORTH
Thank you for partnering with the CFC!
NNC/JA
NNC/J1
myPay Pledging

Peterson AFB - HQ AFSPC Unit Codes –
Keyworker provides:
HQ AFSPC A1
HQ AFSPC A2/3/6
HQ AFSPC A4/A7
HQ AFSPC A5/8/9
HQ AFSPC CC /CV/DS/CR/CG
Special Staff (HC/SE/SG/JA/FM/IG/IP/PA/SPP)
32
myPay Pledging

33
Peterson AFB - 21st Space Wing & Mission
Partners Unit Codes – Keyworker provides:
21 MDG
21 MSG
21 OG
721
1SB (first Space Brigade)
SMDA
Other MP & Ten
21 SWDS
302 AW
myPay Pledging

Schriever AFB Unit Codes – Keyworker provides:
SAFB 50SWCG
SAFB 50OG
SAFB 50NOG
SAFB 50MSG
SAFB USAFWC
SAFB 310SW
SAFB TENANTS
34
myPay Pledging

U.S. Air Force Academy Unit Codes – Keyworker
provides:
USAFA 10ABW
USAFA 10MG
USAFA 10MSG
USAFA AD
USAFA CW
USAFA DF
USAFA PL
USAFA Tenants
35
Thank you for partnering with the CFC!
myPay Pledging
• Thirty-minute time limit for transaction
• Donor has no ability to change pledges electronically
• Work Address field is only an alpha-numeric field for tracking of military
command/unit or Federal agency/office
• Some pledges by members of the military were not made in home
geographic campaign area due to personnel records or donor entry
• Suggest personal confirmation of pledges $2,500 or higher;
• E-Mail Requirements
– The work e-mail address must be official “.mil” or “.gov” address. This is for
any official communication within the government about the gift.
– The “acknowledgement e-mail address (if selected) must be personal, not
“.mil” or “.gov.” OPM rules bar charities from communicating about the CFC
inside official government channels.
36
myPay Pledging
• The ‘Campaign Search’ screen is only be shown to active duty Army,
Navy, and Air Force Personnel. This information is automatically
provided for active duty Marines and Federal civilians.
• Maximum donation amount for military personnel is $833/month;
for civilians is $1,000/pay period.
• Donors can designate to a maximum of 30 charities (29 if there are
‘undesignated’ funds remaining).
• Donors must be trained to enter their Command/Unit or Federal
Agency/Office name code for pledges to be properly credited.
• There is no paperwork associated with this pledge type. The donor
can print a receipt for his/her records. Highly recommend that they
print this.
37
Pledging
Online Assisted Giving:

NEXUS Online: Available to anyone

Pledging Overview

Cash, Check, Credit Card
 Register
 Search

38
for charities
 Complete Pledging
 Confirmation
One Time Credit Card – 3% third party convenience
banking fee
Pledging
Online Assisted Giving:

NEXUS Training: Videos, Word doc & PDF
https://www.cfcnexus.org/_root/


Main Menu

Help & training
Pledging Overview




39
New Visitors To CFC Nexus: Registration - Donors coming to
cfcnexus.org for the first time
Returning Donors: Login Or Password Recovery - Donors
returning to cfccnexus.org with a previous user account
All Donors: Pledging donors completion of the pledge form on
cfcnexus.org
Payroll Coordinators: Processing Pledges
CFC NEXUS

Pledge Training link: https://www.cfcnexus.org/_root/
40
CFC Nexus
CFC NEXUS

41
Pledging
 Demo Link: 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.
Mobile Pledging
Ways to Contribute

42
NEXUS Mobile Application Online:

Same process

NEXUS Demo: www.cfcnexus.org/_root/mobile/
Turn-In Flow Chart
DONORS


3 5,0 00 Pro sp e c ts (Assig ne d Person ne l)
1 3,0 00 t o 14,0 00 d o no rs re g io n wid e .

Ro ug hly 1 ,00 0 re g io nwid e
Finance Officer verifies envelope
content; verifies UPOs ledgers and reports
info on master installation ledger.
KEYWORKERS
Finance officer processes
NEXUS pledges in NEXUS System.
P
roject Officers(optional)
Finance officer turns in all contributions
to PCFO.
Finance Officer tracks myPay
donors for installation using Global
if necessary.

Assig ne d a s ne e d e d a t la rg e r
in sta lla tio n s to m a inta in a
m a na g e a b le n um b er o f ke ywo rke rs
re p o rting to o n e ind ivid ua l.
Base R
epresentative/POC

Finance Officer takes
traditional
and Nexus
forms to
payroll office weekly.
4
3
UPO/ME verifies content; spot
checks accuracy; reports
envelopes on UPO ledger
1 p e r b a se /lo c a tio n - Usua lly the
in sta lla tio n LFCC Re p re se nta tive, Ba se
Proje c t Office r o r his/he r d e sig n ee .
P
CFO(regional CFCoffice)


DO NOT SUBMIT myPay payroll allotm
confirmation forms; Submit traditional fo
cash, check & payroll deduction;
SUBMIT Nexus cash, check forms;
DO NOT SUBMIT credit Card or payoll
allotment forms.
KW verifies completeness,
accuracy & legibility of forms;
tallies forms and reports tallies
on reporting envelope
Proc e sse s a ll p le d g e s
Distrib u tes a ll p led g es to d e sig n a te d
c ha rita b le o rg a n iza t ion s..
Federal P
ayroll Office


Auth o rize s a n d im p lem e nts a ll p a yro ll
d e d u ct ion re q ue sts (o ve r 95 % of CFC
d e sig na tio ns a re p a yro ll d e d uc tio n ).
Fo rwa rd s m o n ey to PCFO a s a va ila b le
Charitable Organizations



Ro ug hly 1 ,70 0 e lig ib le o rg a niza tio ns.
Re c e ive s d e sig na t ed fund s m o n thly.
Pe rform s sp e cifie d c ha rita b le servic e s.
Thank you for partnering with the CFC!
KeyWorker Turn-In Pledge Preparation
Collect pledges weekly

NEXUS




Traditional Pledge forms

Pledges must be reviewed for completeness, accuracy and legibility

DO NOT make changes to form; contact donor
myPay pledge thank you gift confirmation form collection ONLY



44
Print outs of cash or check contributions with cash or check
Do not collect credit card contributions – collect appreciation award
form
Collect and verify forms:
 Ensure donor’s name and e-mail 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
Key Worker Turn-Ins
Keyworker verifies
completeness,
accuracy and
legibility of form.
45
Thank you for partnering with the CFC!
Campaign Reporting
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
46
Thank you for partnering with the CFC!
Key Worker Turn-Ins
47
Thank you for partnering with the CFC!
KeyWorker Turn-In
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


48
Collect and verify forms:

Ensure donor’s name is on form

Ensure donor’s e-mail 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
Key Worker Turn-Ins
NEXUS cash & Check
Forms ONLY
Traditional Forms
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)
49
Key Worker Turn-In
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.
50
Online Donor Gift Request Form
Pledge Form Gift Request
Campaign Reporting
Traditional form gift requests, Nexus, EEX & myPay award appreciation
confirmation forms are collected and recorded on the envelope.
Department/Unit Project Officer Turn-In
ECC or IPO Collection from Department or Unit POC
51

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.
Department/Mission Element Turn-In
Ledger
52
Why do I have to do All of This
1. OIG tracking

53
All pledge envelopes must be accounted for at all times

If pledge envelopes were to be misplaced, the ECC/IPO
would know from the ledger what envelopes were
unaccounted for

If the PCFO were to misplace envelopes the hub director
could go back to the Ledger to track the date of the turnin.
Why do I have to do All of This
2. OPM Personal Identifying Information (PII) &
Other Sensitive Information (OSI) Memorandum

54
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
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum

OPM defines OSI as any information:

55
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.
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum

Campaign Responsibilities

56
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.
Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum

57
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
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum

Reporting PII Breaches

58
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
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum

Reporting PII Breaches

5
9
In accordance with 5 CFR § 950.104(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) 606-2564 or email at
cfc@opm.gov to OPM.
Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum

Reporting PII Breaches

6
0
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 http://www.uscert.gov/federal/reportingRequirements.html) and
providing notification to victims of PII or OSI breaches, as
appropriate.
100% Opportunity
Mid Campaign Blitz: November 16 - 23

Base Activity

Get Your Give ON-Line


6
1
National campaign promotion

E-blasts

Flyers
Simplest means of giving

myPay

Nexus – Credit Card
100% Follow Up
Final Blitz - December 1- December 15


Activities

Theme reminder

Giving Tuesday

Season of giving reminder

Tax Deduction reminder

Contribution cut off reminder

Electronic giving will be turned off COB Dec 15 reminder

Last call to submit your pledge reminder
All Contributions should be received by your Finance Officer
62
by December 16
Solicitation Conclusion

Electronic Giving turned off COB Dec 15 (regulations)

All Contributions Received by DPO or UPO: December 16


Final Turn-Ins scheduled with PCFO Dec 16- 18

6
3
Ensure CFC Staff has your totals for Awards
Ensure Donors receive appreciations awards
Campaign Recognition
2015 Agency Hero Nominations

All Federal Agency Campaign Team members may be
nominated

6
4
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
Campaign Recognition

Unit, Department and Organization Awards

Gold, Silver & Bronze Awards
 Benchmark:
 75%
of Benchmark – Bronze award
 125%

of Benchmark – Gold Award
Award Distribution – ECCs and IPOs receive awards from
PCFO – January

6
5
5% above 2014 campaign – silver award
Internal organization presentation

CFC Commander’s call

Staff Meeting
Campaign Recognition
2015 Certificates of Appreciation

Recognize all Keyworkers & Campaign Volunteers

Track name, department, agency

Agency generated & provided


PCFO template provided

Use certificate template provided
May request them to be PCFO generated

66
Forward completed template form list to PCFO Hub
Director
 PCFO
generated and provided
Thank you for partnering with the CFC!
Campaign Celebration
2015 Campaign Celebration – Late January TBA

Hub Celebration Events

Attend the Campaign Celebration

Invite all campaign team members & donors

Distribute event logistics

The Celebration is for everyone who contributed to the
campaign including donors and volunteers

Attend the Campaign Celebration

Agency Awards and Individual Recognition

6
7
Hub Directors & Charities will be planning and hosting
the event
Q&A:
Questions?
6
8
2015
Thank you
for leading the campaign