2015 Heart of the Midlands
Combined Federal Campaign
Training:
CFC Overview
The Big Picture!
CFC 101 Objectives
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History of the Combined Federal Campaign (CFC)
Common CFC Terms
Benefits of the CFC
Governance Structure of the CFC
Roles & responsibilities:
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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
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
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
Common Terms
• CFC Coordinatorfull-time year round administrator of campaign
• CMThe Campaign Manager is the employee that has volunteered(or
voluntold) to oversee the campaign for a particular federal
agency/office
• KeyworkerAn 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
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
Structure of the CFC
OPM
Sets Policy & Procedures
LFCC
Provides Campaign Oversight
Local
Federal
Agencies
PCFO
(United Way of the Midlands)
Annual Campaign Team
Loan Executives
Coordinators
Key Workers
Manages Local Campaign
Local, National
and International
Non-Profit
Organizations
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.
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LFCC
Local Federal Coordinating Committee
Campaign Leadership Comprised of local Federal Employee Volunteers
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Makes final campaign decisions (local level)
Liaison with Federal agencies
Hires PCFO
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PCFO Oversight
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Daily operations
Fiscal operation (Budget/Audit)
Annual application review
Policy review & guidance
Campaign operations
Other items per regulations
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
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Federal
Agencies
• Campaign Leadership
• Communication Plan
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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
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
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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
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)
Local, National
& International
Non-profit
Organizations
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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.
Annual Campaign Calendar
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OPM Calendar of Events
LFCC Meeting Schedule
LFCC Sub-Committee Meetings
PCFO Calendar of Events
OPM 2014/15 Calendar of Events
LFCC Meeting Schedule
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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
LFCC
Oversight
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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
PCFO
Accountability
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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
PCFO
Best Practices
• Standard Operating Procedures
• Campaign Plan
– Communications, marketing, social media
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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
Websites
www.opm.gov/cfc
www.cfctoday.org
www.cfcnexus.org
Resources
• OPM Regional Representative (Mary Capule, Curtis Rumbaugh, Marcus
Glasgow)
• FEB/ FEA Director or Members
• Other PCFO’s
• Other LFCC Members