Welcome to the
Combined Federal Campaign
CFC 101
The Who, What, When, Where, Why
and How!
2012 Combined Federal Campaign Training Conference
Workshop Objectives
• To provide an overview of the campaign the
process and regulations
• To explain the essential players and
components of the campaign
• To discuss the interaction of LFCC’s, PFCO’s
and non-profit charities
• To address issues/concerns related to the
campaign
2012 Combined Federal Campaign Training Conference
Agenda
What is the CFC?
Three C’s of CFC
CFC Regulations
CFC Structure
Timeline
The Real Deal
Trends and Challenges
2012 Combined Federal Campaign Training Conference
What is the
• The only authorized workplace giving program for
federal employees
• The largest workplace giving program in the world
• Established in 1961 to provide a ‘combined’
campaign, in lieu of separate solicitations
• 50th Anniversary of CFC was celebrated in 2011
• Has raised nearly $7 billion dollars since 1961
• 200+ local campaigns
2012 Combined Federal Campaign Training Conference
Why the CFC? The Three ’s
Confidence
– Applicant organizations are reviewed to ensure
they meet all requirements of the campaign
– Annual audits to ensure proper receipt and
distribution of pledges
Choice
– Employees designate to the charity that means
the most to them
– May pledge cash, check or payroll deduction
Convenience
– Payroll deduction makes larger gifts possible
– Most campaigns are providing electronic pledging
2012 Combined Federal Campaign Training Conference
CFR
LFCC
FEB
PCFO
OPM
FEA
LE
OCFC
CFC
LIO
RFP
MOU
DEAO
APU
CC
EIN
AFR
IPA
GAAS
DBA
GAAP
2012 Combined Federal Campaign Training Conference
CFC Rules and Regulations
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5 CFR 950
CFC Memoranda
DoD Directive 5035.1
Army Regulations (AR600-29)
Guidance from Specific Agencies
– Ethics Officer
– General Counsel
2012 Combined Federal Campaign Training Conference
CFC STRUCTURE
OPM
LFCC
CABINET
PCFO
Local
Federal
Agencies
Loaned
Executives
Chairperson
Coordinators
Project Officers
Key Workers
Sets Policy & Procedures
Conducts Local Campaign
Leadership of LFCC
Manages Local Campaign
Local, National and
International Charities
2012 Combined Federal Campaign Training Conference
Office of Personnel Management (OPM)
Office of CFC (OCFC)
OPM
Publishes CFC Regulations
Establishes Timelines
Provides Direction and Guidance
Develops & Disseminates National / International List
Establishes Rules on Local Applications
Final Appeal
Audits
2012 Combined Federal Campaign Training Conference
CFC STRUCTURE
Federal Executive Board or Association
Committed Federal Employee Volunteers
LFCC
Hires PCFO
Approves Budget
Conducts Local Agency Review
Oversight and Management of PCFO
Approves Campaign Material
Conducts Compliance Audit
2012 Combined Federal Campaign Training Conference
CFC STRUCTURE
Federal Employees
LFCC Cabinet
LFCC
Membership
CABINET
Chair & Vice Chairs
Leadership Element of LFCC
Members from Federal Community
(Federal Civilians, Military & Postal)
Liaison to Federal Agency
Final Campaign Decisions
2012 Combined Federal Campaign Training Conference
CFC STRUCTURE
PCFO
Must be federation, charitable
organization or combination
thereof. Applies and/or is
reviewed annually
(Jan -Feb)*
Daily Operations
Facilitates Eligibility Process
Develops Campaign Materials
Serves as Fiscal Agent
Collects, Processes, Distributes Pledges
Honor Designations
Trains Loaned Executives and Campaign Personnel
Submits Financial Audit & Compliance Reports
2012 Combined Federal Campaign Training Conference
CFC STRUCTURE
Charities: Local, National
and International
• Charities are vetted annually by federal employees;
PCFOs may conduct initial completeness review
• Charities are partners in the campaign: Invite them to
LFCC meetings & encourage them to market their
participation
• Include charities in kick-offs, trainings & special events
• Ensure they are knowledgeable of pertinent rules and
that they are followed
2012 Combined Federal Campaign Training Conference
CFC STRUCTURE
Local
Federal
Agencies
• Gain support from Agency Director’s by meeting with them
annually, if possible
• Review their giving trends and ask for their assistance
• Directors provide volunteers to administer campaign in their
agency: Loaned Executives, Coordinators, Key Workers, Event Coordinators, etc.
• They can initiate a communication plan & allocate time to
ensure all employees are provided the opportunity to
participate
• Remember to Thank them publicly (if possible) for their
assistance in making the campaign the best ever!
2012 Combined Federal Campaign Training Conference
CFC STRUCTURE
Loaned Executives
•Federal personnel ‘on loan’ to the campaign (full or part time)
•Being a Loaned Executive (“LE”) is a career building opportunity
•LEs are ambassadors for the CFC
•Participate in highly visible, major kick-off activities
•Provide training for Coordinator’s and Key Worker’s
•Assist Coordinators and Key Worker’s in development a campaign plan
•Ensure timely delivery of materials and pick-up of pledges
•Keep Agency Directors informed and updated on progress
•How CFCs, Agencies and LEs gain
•LEs receive Leadership training and experience with community charities
•Employer gains FREE training for LEs (public speaking, strategic planning, etc)
•CFC has necessary resources to manage campaign, provide direct services, and
deliver a more effective, efficient and meaningful process
2012 Combined Federal Campaign Training Conference
Timelines
2012 Combined Federal Campaign Training Conference
Calendar of Events - LFCC
• OPM Updates Each Year
– Receipt/Decision of PCFO Application (Jan/Feb)
– Receipt/Review of Local Applications (Jan-Mar)
– Local Application Workshops (Jan/Feb)
– CFC Workshop (Feb-Mar)
– Review of Upcoming Campaign Materials (Apr-Jun)
– Finalize Decisions on Charity Applications (May)
– Leadership Level Visits (Apr-Jun)
– Compliance Audit (Jul-Sep)
– Ongoing LFCC / Cabinet Meetings
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO
– January
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Finalize previous year’s campaign results
Thank you letters and appreciation events
Review successes & lessons from previous year
Develop campaign plan and strategy
Works with LFCC to Recruit Campaign Leadership
Charity applications accepted & charity workshops
conducted with LFCC
– February
• PCFO selection results and/or review
• Attend annual CFC Conference
• Submits campaign results to OPM (form 1417)
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO
– March
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Initial review of charity applications
Submits donor and pledge reports to charities (3/15)
Submit campaign results (form 1417) to OPM (3/16)
CFC Charity Registry data entry (ready 3/19)
Make final disbursement of 2010 campaign funds (3/31)
– April
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First disbursement of 2011 funds (4/1)
Deadline for charity application period (4/2)
Assist LFCC in conducting application review
Deadline to notify charities of eligibility decisions, use
certified mail for denials (4/30)
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO
– May - July
• LFCC receives appeals within 7 business days of LFCCs 4/30
letter or 14 calendar days from the 4/30 mailing (5/14)
• Submit eTechnology report to OPM (6/1)
• LFCC to mail appeal decisions to local charities (6/4)
• Update 2012 Charity Registry (ongoing)
• Meet with Agency Directors (request LEs, discuss goals, etc)
• Prepare Charity List (using OPM guideline’s) for LFCC approval
• PCFOs Auditor to finalize 2010 Audit & Agreed Upon
Procedures; PCFO to finalize compliance report
• LFCC selects incentives
• 2nd disbursement of 2011 funds (7/31)
2012 Combined Federal Campaign Training Conference
Calendar of Events - PCFO
– August
• Submit audit reports to LFCC (8/1)
• 2012 CFC Charity Registry complete (on or before 8/31)
• Provide training for Loaned Executives, Coordinators & key
Workers
– September - December
• Campaign solicitation period (9/1-12/15)
• Kick-offs & distribution of materials
• LFCC submits audit reports & supporting
documents to OPM (9/17)
• 3rd Disbursement to charities (11/1)
2012 Combined Federal Campaign Training Conference
The Real Deal on LFCCs
Usually part-time assignment
Limited resources
Limited time
Must make a plan
Must prioritize
Collaborate
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PCFO
OPM
FEB / FEA / Agency Heads
Federal Agencies and Volunteers
Partner with other LFCCs / Campaigns
Please attend the LFCC Track on Day 3
2012 Combined Federal Campaign Training Conference
The Real Deal on PCFOs
Hopefully full time, but many times, a part
time job
Collaboration is Key!
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LFCC
OPM
FEB / FEA / Agency Heads
Federal Agencies and Volunteers
Partner with other Campaigns
Please attend the PCFO Track on Day 3
2012 Combined Federal Campaign Training Conference
PCFO RESPONSIBILITIES
Primary Objective: To conduct an efficient and
effective campaign in a fair and even-handed manner.
• PCFOs are entrusted with the management of the
local CFC & LFCCs are entrusted with it’s leadership.
• The CFC encourages employee choice in charitable
giving; therefore PCFOs encourage diverse charity
inclusion.
• Honor employee designations & privacy requests.
• Adhere to OPM regulations.
• Facilitate charitable eligibility process.
2012 Combined Federal Campaign Training Conference
PCFO RESPONSIBILITIES
Managing A Campaign (cont)
• Prepare campaign materials that are consistent
with regulations (with input and approval from the LFCC)
• Absorb cost of reprinting of materials caused by
non-compliance with regulations.
• Absorb campaign costs that exceed 110% of
approved budget.
• Design & implement a CFC awards program. (with input
and approval from the LFCC)
• Respond timely to inquiries.
2012 Combined Federal Campaign Training Conference
PCFO RESPONSIBILITIES
Managing A Campaign (cont)
• Notify recipient organizations of contributions.
• Disburse funds according to receipts.
• Give federations & charities an opportunity to
review material and provide input on campaign
operations & activities.
• Retain campaign documentation 5 years.
2012 Combined Federal Campaign Training Conference
What We Know Now…
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Set goals, have a plan
You need to prioritize what’s important
You won’t be able to do everything
Focus on what you can do, not what you can’t…
Use the resources available to you…we’re all in
this together!
• Partner and collaborate…don’t reinvent
• Find innovative ways to supplement resources
– Interns, community partnerships, agency partnerships
2012 Combined Federal Campaign Training Conference
An Effective Campaign
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Campaign theme
Management endorsement
Kick-off event
Special events
Agency speakers / charity fairs
Scheduled meetings with staff
Track goals
Trusted, well-liked Keyworkers
Testimonials from respected colleagues
LE involvement
2012 Combined Federal Campaign Training Conference
Trends and Challenges
• Dollars continue to increase, while
participation continues to decrease
• Transition of donor base from ‘mature’ to
younger generation
• Decreasing volunteer base
– Downsizing / contracting
– Limited availability
• Technology
– Electronic Pledging
– eGiving via credit card (one-time gifts)
– Social Media
2012 Combined Federal Campaign Training Conference
Helpful Websites
www.opm.gov/cfc
www.cfctoday.org
2012 Combined Federal Campaign Training Conference
Questions?
2012 Combined Federal Campaign Training Conference
Make the Most of the Workshop
Attend as many sessions as possible
Join us for breakfast…
OPM ‘Tracks’ for PCFO and LFCC to optimize
your ability to learn what you need to know
Meet new people, make those contacts
Take the knowledge back, make a plan!
Share what you’ve learned with your staff
Follow up with presenters, OPM staff, other
contacts you made while here
2012 Combined Federal Campaign Training Conference
2012 Combined Federal Campaign Training Conference