2015 Heart of the Midlands Combined Federal Campaign

Training:CFC Overview

The Big Picture!

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

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 CommitteeFederal employees that act as a board of directors for the local campaign.

• PCFO- Principal Combined Fund OrganizationSelected 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 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

Benefits of the CFCConfidence

• 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

Local Federal Agencies

Annual Campaign Team

Loan ExecutivesCoordinatorsKey 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

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.

LFCCLocal 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

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

FederalAgencie

s• 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

PCFO

Principal Combined Fundraising OrganizationNon-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

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

• 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

• OPM Calendar of Events• LFCC Meeting Schedule• LFCC Sub-Committee Meetings• PCFO Calendar of Events

OPM 2014/15 Calendar of Events

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

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

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

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

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