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2014 Loaned Executive Training
NORCAL Region
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Welcome
2
Francine Roby, M.A., Executive DirectorSan Francisco Bay Area Federal Executive Board (FEB)
The FEB Office and Gail Castaneda and Francine Roby have moved effective 8/25/14. Please use this contact information below:
Email: [email protected] [email protected]
Phones: Francine: 415-625-7723
Gail: 415-625-2461
Address: SAN FRANCISCO FEDERAL EXECUTIVE BOARD (FEB) 90 7TH STREET, SUITE 18-300 SAN FRANCISCO CA 94103
CFC Local Federal Coordinating Committee Representative
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Who are You?
Thank you for partnering with the CFC!
Loaned Executive Team Introductions
Who you are
What agency you represent
Why you got involved
What you expect to get out of the experience
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Principal Combined Funding Organization (PCFO)Regional Fundraising Support Team
Introductions
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Angela Cleo SmithHub DirectorSan Francisco & surrounding [email protected]
Dee SuttonHub DirectorEast Bay/South Bay [email protected]
Antoinette “Toni” TaylorProject Director, Loaned Executive Program LeaderHub Director – AF BasesNorthern Calif. & surrounding [email protected]
Clarence BenjaminHub DirectorSacramento/Central [email protected]
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Principal Combined Funding Organization (PCFO)Administrative Support Team
Introductions
5
Doug BannickChief Financial [email protected](650) 712-1988
Irma JonesOperations [email protected]
Barbara BarfieldExecutive [email protected](719) 531-5501
Jen WeemsOnline Giving Support [email protected](720)-999-1015
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CFC Overview History & Story Structure Regulations Campaign Cycle Trends & Challenges Strategic Planning Loan Executive (LE Overview)
ECQs/Stephen Covey- The Eighth Habit NorCal CFC Structure NorCal CFC Overview Campaign Leadership Preparation 2014 Campaign Theme 2014 Promotional Material/Resources
Training AgendaMorning Session
Thank you for partnering with the CFC!
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The Combined Federal Campaign (CFC) is the annual fund-raising drive conducted by Federal employees in their workplace each fall.
Only authorized solicitation on federal premises OPM provides regulations, oversight and guidance Strict charity eligibility standards One campaign – once per year Designation campaign – feds select the charity of their choice The CFC is exclusively for: Civilian Federal Employees, Military Personnel, U.S. Postal
Employees Can give through payroll deduction, cash or check
CFC Overview
Thank you for partnering with the CFC! 7
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Prior to the 1950’s, on the job fundraising in the federal workplace was an uncontrolled free-for all. Agencies, charities, and employees were ill-used and dissatisfied.
Eliminates year-round solicitation by charitable organizations of Federal employees in the Federal workplace
CFC offers a donor the convenience of using payroll deduction to make charitable contributions.
The magic of payroll deduction; it’s: Simple Easy on the pocketbook Effective
Why CFC
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Complete history & campaign story: http://www.opm.gov/combined-federal-campaign/
The Early Years Overview Fundraising in the early Federal workplace can be traced back to
the late 1940’s Prior to the 1950’s, problems were:
No specific period of charitable solicitation; They were done throughout the year. Quotas for agencies and individuals were freely established Supervisors applied pressure to employees. Designations were not allowed.
CFC History Overview
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The Early Years Overview Continued In 1961 - President Kennedy gave formal authority to permit
fundraising in the Federal workplace and authorized the U.S. Civil Service Commission to develop guidelines and regulate fundraising in the Federal service.
In 1964 - The first “combined” called CFC were conducted in select federal locations
In 1971 - President Nixon announced that the CFC would be the uniform fundraising method for the Federal Service.
It continues to be the largest and most successful workplace philanthropic fundraising model in the world.
CFC History Overview
Thank you for partnering with the CFC! 10
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Choice – Employees designate to the charity than means the most to them
Convenience – Most agencies provide electronic pledging through payroll deduction which make larger gifts possible
Confidence - OPM and LFCC oversight; annual independent audit; random OIG audits
3 Cs of CFC
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CFC Structure:
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Key Workers1 per every 25
Executive CommitteeFederal Agency Heads & Military Senior Commanders
LFCCRegional Federal Agency and Military Reps
Charitable Organizations
PCFORegional Director
Ms. Barbara BarfieldHub Directors
Dee SuttonClarence Benjamin Angela Cleo Smith
Antoinette “Toni” Taylor
Agency Coordinators & Installation Project Officers
Department/Unit Project Officers
OPM
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Charity Structure:
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Fed Members
Local National International
Online Universal Giving
IndependentsFederations Federations FederationsIndependents Independents
Fed MembersFed Members
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Universal Giving Beginning with the 2014 Combined Federal Campaign, all
campaign regions must offer donors the opportunity to give through Universal Giving—the ability to donate to any national, international, or local charity not denied participation in the CFC.
Universal giving provides federal employees with the option to give to any participating CFC charity they choose, without regard to geographic boundaries.
Universal Giving is available in the Federal eGiving portals—Employee Express (EEX) and myPay—
It is also available in the web-based NEXUS eGiving platform. For traditional paper pledging the universal charity list is located
on the OPM website: https://apps3.opm.gov/CFC/CharitySearch/Main.jsp
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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
Thank you for partnering with the CFC! 15
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100% Awareness
100% Opportunity
100% Follow Up
No Coercion
No PII Breaches
CFC Rules
Thank you for partnering with the CFC!16
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PII ComplianceOPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum OPM defines OSI as any information:
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.
Campaign Responsibilities
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.
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
Thank you for partnering with the CFC!17
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PII Compliance Reporting PII Breaches
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. 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 [email protected] to OPM.
OSI whether physical or electronic
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.us-cert.gov/federal/reportingRequirements.html) and providing notification to victims of PII or OSI breaches, as appropriate.
Thank you for partnering with the CFC!18
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Mar 2014 – June 2014: Charity applications; Strategic Planning, Campaign Theme Selection; Select Gifts;
July 2014 – Aug 2014: Approve Gifts; Installation Campaign Plans; Plan Events, Approve Campaign Materials; Agency & Installation Team Recruitment; Campaign & Solicitation training
Sept 2014 – Dec 2014: Support Campaign Team; Promotional Events; Campaign Solicitation; Collection/Reconciliation/Campaign Reports; Event Evaluations; Pledge Processing; Donor Follow–Up; Gift Track & Distribution
Jan 2015 – Mar 2015: Data Processing; Campaign Reconciliation Campaign Hot wash;
Mar 2015 – Sept 2016: Charity Reports; OPM reports; Distributions; Compliance Audit; Financial Audit
CFC Campaign Cycle
Thank you for partnering with the CFC! 19
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Average gift continues to increase while participation continues to decrease
Baby Boomers Retiring – transitioning demographics Decreasing Volunteer Base - Downsizing government
personnel/more contracting PII Security Issue & Processing Inefficiency – Traditional paper
pledges Inefficiency – Local campaign geographic boundaries Ineffective – Lack of immediate donor feedback
CFC Trends & Challenges
Thank you for partnering with the CFC!20
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Campaign region consolidation Oversight consolidations Centralized training Website consolidation Pledge processing consolidation Young donors forum Social Media Communications Develop an electronic campaign (100% Online Giving within
5 years) Immediate Disaster Relief (2016) New hire giving within 90 days of hire
CFC Strategic Planning
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Virtually Connect Personnel to CFC Charity Causes
Engage Newer Personnel & Young Federal Employees
Team Development/Training
Focus: Campaign Engagement
Thank you for partnering with the CFC! 22
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Loaned Executive Program: The Loaned Executive program was initiated in 1971 by Presidential Order.
A Loaned Executive is a Federal Employee that is "loaned" by their agency to work on the CFC.
The Loaned Executive is usually relieved of all work duties for the period they are working on the CFC.
The role of a Loaned Executive is to conduct all solicitations among the federal employees in a campaign area.
They are usually trained by the PCFO and work out of the PCFO during the campaign period.
OPM Loaned Executive Program
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ECQ’s
ECQ 1: Leading Change
ECQ 2: Leading People
ECQ 3: Results Driven
ECQ 4: Business Acumen
ECQ 5: Building Coalitions
CFC Integration of Executive Core Qualifications (ECQ’s)
Thank you for partnering with the CFC! 24
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Getting out of that “Comfort Zone”
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Thinking “Outside the Box”
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Do you feel trapped? OR Are you thinking you
should try getting out:
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Campaign Region Identifier: 0106
40 Counties:Alameda Humboldt Placer SiskiyouAlpine Lake Plumas SolanoAmador Lassen Sacramento Sonoma Butte Marin San Benito Stanislaus Calaveras Mariposa San Francisco SutterColusa Mendocino San Joaquin TehamaContra Costa Merced San Mateo TrinityDel Norte Modoc Santa Clara TuolumneEl Dorado Napa Shasta YoloGlenn Nevada Sierra Yuba
Approximately 100,000 Federal Employees & Military Personnel
Nationally Recognized for Innovation Award
NORCAL CFC OVERVIEW:
Thank you for partnering with the CFC!27
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NORCAL CFC OVERVIEW
Thank you for partnering with the CFC!
PCFO Strategic Plan To educate donors on the impact, benefit and effectiveness of
their contribution through the CFC (increase donor awareness)
To integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.)
To develop a working campaign theme that employees can relate to and identify with
To increase participation by attracting/cultivating new donors
Develop younger donor engagement
To increase donations
To enhance the giving experience
To link donors and human health & welfare program recipients28
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Strategic Plan Implementation – Apply Covey’s 8th Habit
NORCAL CFC OVERVIEW
Thank you for partnering with the CFC!
Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet—therein lies your voice, your calling, your soul’s code.”
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“Find your Voice…”
The 8th Habit Applied
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The 8th Habit Stephen R. Covey
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…“And inspire others to find theirs”
The 8th Habit Applied
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The 8th Habit Stephen R. Covey
The leadership challenge
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The 8th Habit Applied
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Covey Voices
The Voice of influence and drive
The Voice of trust
The empowering Voice
The Voice of execution
Using our Voices wisely to serve others
The 8th Habit Stephen R. Covey
Many Voices
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The 8th Habit Applied
Talent Your natural gifts and strengths
Conscience That still, small voice within that assures you of what is right
and that prompts you to actually do it
Passion Those things that naturally
energize, excite, motivate and inspire you
Need Including what
the world needs to pay you for
VOICE Unique, personal
significance
Thank you for partnering with the CFC!
The 8th Habit Stephen R. Covey
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Covey: From Effectiveness to Greatness
Create Significance
Provide Fulfillment
Develop Excitement
Implement a Shared Vision
The 8th Habit Applied
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The 8th Habit Stephen R. Covey
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Campaign Statistics Review2013Raised $3,147,46910.7% Participation$341.34 Average GiftCulture: Sequestration, Furloughs, Government shut down
2012Raised $4,093,173.3418.6% Participation$302 Average Gift
NORCAL CFC OVERVIEW
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Campaign Set-Backs2013
Administration TransitionNew Practices, Policies & Procedures Put in PlaceUnderwent a Multi-Year OIG Audit ( 2005 – 2012)Campaign Reboot following Government Shut DownFostering of Online Giving
NORCAL CFC OVERVIEW
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Campaign Set-backs cont…Current Social & Economic Conditions
EconomyCampaign ImpactCharity Impact
Federal Agency/Military Installation CultureBudget reductionsHiring FreezesPay FreezesDoD Pink Slips
NORCAL CFC OVERVIEW
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Next Steps!2014
Continue Administration Transition Additional Leadership Support Personnel Corrective Action OIG Report Focus Areas – Young/New Employees Social Media Universal Giving Deeper Integration of Online GivingGreen Campaign (paperless a much as possible)
NORCAL CFC OVERVIEW
Thank you for partnering with the CFC!38
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Campaign Leadership Preparation
Thank you for partnering with the CFC!39
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Campaign Leadership Preparation
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Thank you for partnering with the CFC!
Timeline Synopsis
Aug
PREPARE
NovOctSept Dec
RUN CAMPAIGN REPORT
LE CampaignTraining
Begin Solicitation10/01/14
Prepare Campaigns
Wrap Up Solicitation 11/26/14
Final Pledge Forms to
Payroll Offices
Official End of Campaign 12/15/14
Thank Yous!
Campaign Events
Jan Donor
Follow-Up
Campaign ECC/KWTraining
Team Recruitment
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Thank you for partnering with the CFC!
Overall Timeline
Aug - September
Team Building & Training
Materials Distribution – boxing completed ASAP
Traditional Materials
Posters & Flyers – Distributed at Coordinator/Keyworker Training
Brochures & Pledge forms boxed according to personnel strength
Also available in PDF format on website
Thank you gifts – provided at turn-ins
LE Materials Distribution
Campaign Leadership Preparation
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Thank you for partnering with the CFC!
Overall Timeline Cont…
Oct– Dec
Promote Campaign
Posters/Flyers
Email Blasts
Internal Newsletters
Ongoing Website Activities Updates
Social Media Communications
Young Forum Activities
Volunteer Opportunities
Leadership Opportunities
Campaign Leadership Preparation
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Thank you for partnering with the CFC!
Overall Timeline Cont…
Oct 1– Nov 26
Implement Solicitation
Kick Off Events
Agency Rallies
Group Presentations
Charity Speakers
Employee Testimonies
One-on-One Solicitation
One-on-One Solicitation Follow Up
Campaign Leadership Preparation
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Campaign Leadership Preparation
Thank you for partnering with the CFC!
Overall Timeline Cont…
Mid Campaign Blitz: Nov 17 - 24
Get Your Give ON-Line National promotion Keeps Campaign Momentum Strong Simplest means of giving
CFC Nexus Employee Express myPay
Fun Reminder to complete pledging Second opportunity for campaign marketing: Post It Note Reminder E-blasts - Agency Head/Department Head Encouragement
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Campaign Leadership Preparation
Thank you for partnering with the CFC!
Overall Campaign Cont…
Final Campaign Blitz: Dec 1 - 15
Last call for Contributions E-blasts - Agency Head/Department Head Encouragement Website Tax Deduction Reminder Schedule Final Turn-in with Hub Director Distribute all Donor Recognition Coins
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Where do we start?Create the CultureMake the Connection
Feds and their Stories are featured
2014 Campaign Theme
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My Story…My Choice…My Pledge
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Where do we start?Campaign Promotional MaterialsMake the Connection
Brochure CoverPosterPledge Form Cover
2014 Campaign Promotional Materials
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Where do we start?Campaign Promotional MaterialsMake the Connection
Sticky Note Reminder
2014 Campaign Promotional Materials
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Where do we start?Campaign Promotional ResourcesMake the Connection
Norcal website: www.norcalcfc.orgCampaign information & updatesCampaign calendar of eventsCampaign training materialsCampaign promotional materials
CFC Foundation: www.cfctoday.org Campaign materials, videos, national best practices
OPM Website: www.opm.gov/cfcCampaign overview, history FAQs
2014 Campaign Promotional Resource
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Lunch
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Agenda Afternoon SessionCampaign Team Roles Overview
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Charity Speakers2013 LE MentorsOPMFederal Agency HeadsLFCCPCFOLoaned ExecutivesEmployee Campaign Coordinator (ECC) or Military Installation Project Officer (IPO)Department or Mission Element Project OfficersKey-Workers (1:25)Event & Activities VolunteersFinance Officer//Payroll CoordinatorEvent ParticipantsOther VolunteersWrap-Up
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Campaign Roles
Thank you for partnering with the CFC!
Regulates & Audits Campaign
Local Oversight of Campaign
Administers Campaign
OPM
Support Implementation of Campaign
PCFO
Charity PartnersBeneficiaries of Campaign
Agency Heads
LFCC
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Campaign Roles
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OPM
OPM Publishes CFC Regulations Establishes Timelines Provides Direction and Guidance Develops & Disseminates National / International List Establishes Rules on Local Applications Final Appeal Audits
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Campaign Roles
Thank you for partnering with the CFC!
LFCC
Agency Heads
LEsCoordinatorsKeyworkers
Support Volunteers
Agency Heads Supports Implementation of Campaign Provides LFCC Membership Reviews Giving Trends Initiates Internal Communications Recruits & Allocates Time for Agency Campaign Team
Provides Loaned Executives to PCFO Coordinator/Chair/Project Officer; Finance Officers PR Leader; Keyworkers; Event Volunteers 54
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Campaign Roles
Thank you for partnering with the CFC!
LFCC
Local Federal Coordinating Committee Hires & Oversees PCFO Determines Local Charity Eligibility Authorizes Campaign Plan Approves Campaign Materials Conducts Compliance Audit Reviews Financial Audit Reports to OPM any Significant Campaign Issues
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Campaign Roles
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PCFO
Principal Combined Fund Organization Daily campaign Operations Facilitates Eligibility Process Develops Campaign Materials Train Campaign Team Maintains an Even and Level Playing Field For
All Charities Serves as Fiscal Agency Collects, Processes, Distributes Pledges Submits to Financial and Compliance Audits
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Campaign Roles
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Charities Vetted Annually for Eligibility Verified Annually to be in Good Standing with
the IRS Partners in Campaign
Materials Packing Participate in Kick Off Events Speak on Behalf of the Campaign Support Campaign Celebration Substantial Regulation Training
Charity Partners
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Campaign Roles
Thank you for partnering with the CFC!
Loaned Executive Team Leader! Confirm Recruitment of the Agency Coordinators/Chairs Create the Campaign Plan for designated Federal Agencies Inspire Team Motivate Team Materials Packing & Distribution Develop & Implement Campaign Activities Pledge Reconciliation & Reporting Campaign Reporting
Overall Campaign Activities Pledge & Giving Activities
Campaign Reporting & Follow Up
LEs
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Campaign Roles
Thank you for partnering with the CFC!
Agency Coordinator/ChairMilitary Installation Project Officer Team Leader! Recruit the Department/Directorate/Division Chairs Create the Campaign Plan for Facility/Installation Implement Campaign Activities
Kick Off Event Rally Fundraisers
Oversee Keyworkers (solicitors) Recruit Volunteer Assistants
Finance Officer Public Relations/communications Coordinator Events Coordinator
Motivate & Inspire Team Contribution Collections, Reconciliation & Reporting Campaign Reporting
Overall Campaign Activities Pledge & Giving Activities
CoordinatorsKeyworkers
Support Volunteers
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Campaign Roles
Thank you for partnering with the CFC!
Support VolunteersFinance Officer Collect Contribution Envelopes from Keyworkers
Verifies Content
Provides Thank You Recognition Gifts
Records Envelope Contents on Ledger
Reconciles myPay Donor Report
Processes NEXUS Payroll Contributions
Verifies EEX Contributions
Maintain PII Compliance60
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Campaign Roles
Thank you for partnering with the CFC!
Support VolunteersAdministrative Assistant Team Support
Assists Agency Coordinator/Chairs or Military Installation Project Officer
Assists with coordination of campaign Assists with delivery of materials Assists with team contact information Assists with campaign communications Supports keyworker group meetings Enlists charity speakers Tracks all assigned unit information &activity Create the Campaign Plan for designated Federal Agencies
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Campaign Roles
Thank you for partnering with the CFC!
Keyworkers - 1:25 Ratio Solicits Personnel
Inspires & Motivates Giving
Group Presentation
Charity Speakers
Employee Testimonials
One-on-One Solicitation
One-on-One Follow up
Collect Traditional Pledge Form
Prepare Reporting Envelope
Verify Contents with Finance Officer/ECC/IPO
Distribute Thank You Gifts
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LE Administrative Activities/Responsibilities
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2014 Campaign Activities Outline (3 Ps) Planning – Today – Early Sept (two weeks)
Campaign team recruitment Goal Setting Activities/Events
Kick-offPresentations
Preparation –Mid Sept (Two Weeks) Meet with team Coordinator & Keyworker Training Determine activities to support campaign Set internal reporting schedule
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LE Administrative Activities/Responsibilities
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LE Campaign Planning: Determine the best approach & campaign plan for Achieving
Overall Regional Goals: To connect people to people
To connect people to their values
To connect people to their beliefs
To make a difference
To produce passion
To feel good about accomplishments
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LE Administrative Activities/Responsibilities
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LE Campaign Planning: Determine the best approach & campaign plan for Achieving
Overall Regional Goals: Integrate workplace core values into campaign
Air Force Example: “Service Before Self”; honor; valor; Integrate personal core beliefs into campaign
Covey Example: Life’s Purpose; Leaving a Legacy To increase participation To attract/cultivate new donors
Young/New Feds To enhance the giving experience To emphasize choice/directed giving To link donors to human health & welfare programs To run a quick and effective campaign 65
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Campaign Activities
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LE Campaign Planning: Best Practices
Plan Agency Activities/Events
Kick-off Fair
Charity Speakers at a Group Presentation
Chili Cook-offs
Bake Sales
Penny Wars
Your Ideas?
LE Administrative Activities/Responsibilities
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LE Administrative Activities/Responsibilities
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LE Campaign Preparation: Present Approach & Campaign Plan for Achieving Goals
Share your campaign recommendation with ECC
Use CFC presentation template for detailing how you reached the campaign parameters
Encourage ECC buy-in on campaign approach
Develop campaign strategies within the agencies to enhance the campaign achievements
Request Agency Head support
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LE Campaign Preparation: Event Kick-off/Activity
Work with PCFO Hub Administrators Confirm Logistics – set up/ break down Secure Charity Involvement – work with PCFO Hub Administrator
Charity Fair Charity Speaker
Fun Element – set up/ break down Recruit Event Volunteers
Confirm Employee Testimonial Request Agency Head/Dept Head to speak
Promote On-line Giving Materials Distribution
LE Administrative Activities/Responsibilities
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Day One Wrap Up
Thank you for partnering with the CFC!
What We Accomplished Today New LE Team Membership
CFC Overview History Structure Regulations Campaign Cycle Trends & Challenges Strategic Planning
Norcal CFC Overview Geographic Area Covey’s 8th Habit Integration Regional Assessment 3 Ps of Campaign Overview Campaign Roles LE Team Leadership
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