Pikes Peak Region

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Transcript Pikes Peak Region

2013
Rocky Mountain Region
Employee Campaign Chair Training
Overview:
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CFC Overview
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Rocky Mountain CFC
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Role & Responsibilities
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Campaign Timeline
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Solicitation Tips, Tools & Activities
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Giving Methods
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Break
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Pledge Collection & Reporting
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PII & OSI Security
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Tips & Tools
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Q&A
Thank you for partnering with the CFC!
2013
PCFO Team
Eddie Bracken, Chairman of the Board, Irma Jones, Operations Manager, Barbara Barfield, Campaign Director, Cari Allen, Campaign Coordinator,
Jen Weem, Electronic Giving Coordinator, Chuck Bader, USPS Campaign Coordinator
PCFO Contact Info
Barbara Barfield - Campaign Director
719-531-5501 [email protected]
Irma Jones - Campaign Operations Manager
720-999-2015 [email protected]
Cari Allen - Campaign Coordinator
720-352-5076 [email protected]
Chuck Bader - USPS Account Manager
719-232-3373 [email protected]
Anita Obando – Larimer & Weld Counties
719-999 -1015 [email protected]
Jennifer Weems – Gift Redemption Manager
415-571-4852 [email protected]
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CFC
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The mission of the CFC is to promote and support
philanthropy through a program that is employee-focused,
cost-efficient, and effective in providing all Federal
employees the opportunity to improve the quality of life for
all
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Largest and most successful workplace giving campaign in the
world
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Only authorized charity fundraising in Federal workplace
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Designation Campaign – not all charities receive funds
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Each region sets Campaign Solicitation period sometime
between September 15 – December 15 each year
Thank you for partnering with the CFC!
Rocky Mountain CFC
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Thank you for partnering with the CFC!
Rocky Mountain CFC
Executive Committee
Regional Federal Agency Directors
PCFO
LFCC
Board of Directors
Regional Military and Federal Agency Reps
Campaign Director
Employee Campaign Chairs
Key Workers
Charitable Organizations
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Other Volunteers
Thank you for partnering with the CFC!
1 per every 25
Rocky Mountain Region
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Approximately 42,000 Federal Employees in 20 counties
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Raised $3.0 Million in 2012
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Geographic campaign hubs:
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Boulder
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Downtown
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Denver Federal Center & Lakewood
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Buckley & Aurora
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Larimer & Weld Counties
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Hubs supported with PCFO supported multi-agency kick-off
events
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Website: www.rockymountaincfc.org
What’s New
What’s new in 2013:
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The new name – Rocky Mountain CFC
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Campaign merger with Larimer & Weld Counties
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myPay Online Giving
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Goal criteria
Thank you for partnering with the CFC!
Themes:
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Themes:
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Kick Off Theme – “Moving Mountains”
We have combined with 2 other regions, so we wanted to have an
inclusive idea that all regions could promote at all of our
events.
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Thank you for partnering with the CFC!
2013 Video Options:
Training – “More Than Just a Bill”
Promoting – “Thank you Feds”
Promoting – “I Make It Possible”
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CFC Strategic Plan
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Stephen Covey – The 8th Habit “From Effectiveness to Greatness”
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Create culture for giving
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Create campaign ownership
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Educate donors on the impact, benefit and effectiveness of
their contribution through the CFC (increase donor awareness)
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Integrate workplace and personal core values into campaign
(“service before self,” “leaving a legacy”.)
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Increase participation by attracting/cultivating new donors
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Increase donations
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Enhance the giving experience
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Link donors and human health & welfare program recipients
Rocky Mountain CFC Rules
Rule #1: Must Have Fun!
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Rocky Mountain CFC Rules
Rule #2: Keep It Simple!
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OPM Campaign Regulations
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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
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PII & OSI Compliance
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5CFR Part 950 & OPM Memorandum
Thank you for partnering with the CFC!
Campaign Team
BUILD YOUR TEAM
KeyWorkers
Event
(1:25)
& Activities Volunteers
Finance
Officer/Payroll
Coordinator
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Other
Volunteers
Event
Participants
Thank you for partnering with the CFC!
What do I do?
Employee Campaign Chair (ECC)
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Team Leader!
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Recruit the Department/Agency/Division Team
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Create the Campaign Plan
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Inspire
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Motivate
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Educate & Train
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Campaign Reporting
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Campaign Follow Up
Thank you for partnering with the CFC!
What do I do?
Key Workers
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Give out materials
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Give opportunities to give
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Educate & Train
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Collect donations
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Give Thank You gifts
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Campaign Follow Up
Thank you for partnering with the CFC!
Campaign Timeline
Six Week Solicitation Outline (Most Effective & Efficient)
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Ideal Solicitation Period (6 weeks from Oct 1-Nov 15)
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Week 1 – 100% Awareness
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Week 2 – 100% Opportunity
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Group Presentation
Week 3 – 100% Follow Up
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Kickoff Event/Activity
Collect Pledges
Week 4 – 6 Follow Up and answer questions
Thank you for partnering with the CFC!
Solicitation Activities
Promote Campaign: September 30 – December 15
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Schedule pickup of Campaign Materials
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Materials will be should be picked up Sept 20 & 23 at
the DFC
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Will be available for pick up at Hub kick off events too
Promote Campaign
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Posters/Flyers
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Email Blasts & Internal Newsletters
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Events, Activities & Staff Meeting
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Attend a Hub Kick Off with your team
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Plan your own agency kick off
Solicitation Tips
Tips
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CFC Focus Group Results
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Newer employees need education about what CFC is
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Employees felt inundated with 4 – 6 weeks of
solicitation
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Run condensed solicitation in three weeks
Thank you for partnering with the CFC!
Solicitation Tools
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CFC Website: www.RockyMountainCFC.org
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Searchable Charity Database
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Links to online giving sources
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PDF Brochure
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Fill in Pledge Form
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All support materials
 PDF
of hard materials
 Charity
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Speakers’ List
All Training Tools
Thank you for partnering with the CFC!
Solicitation Events:
PCFO Supported Campaign Hub Events:
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Boulder NOAA, Boulder, CO –
Wed, Sept. 18 @ 11:00am – 1:30pm
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Denver Federal Center, Lakewood, CO –
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Downtown Kick Off, Denver, CO –
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Wed, Sept 25 @ 11:00am – 1:30pm
Buckley Air Force Base, Aurora, CO –
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Tues, Sept. 24 @ 11:00am – 1:30pm (Rain Day Sept 26)
Wed, Oct 2 @ 11:00 am – 1:30pm
Larimer County – TBA
Thank you for partnering with the CFC!
CFC Charity Fairs
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Solicitation Activities
Mid Campaign Blitz: Oct 21 - 25
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Get Your Give ON-Line
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Campaign Theme National promotion
Keeps Campaign Momentum Strong
Simplest means of giving
 CFC Nexus
 myPay
 Employee Express
Toolkit provided
Fun Reminder to complete pledging
Second opportunity for campaign marketing:
E-blast postcard reminder
Thank you for partnering with the CFC!
Solicitation Activities
Final Blitz
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December 1- December 13
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It’s about the NEED theme reminder
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Season of giving reminder
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Tax Deduction reminder
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Contribution cut off reminder
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Electronic giving will be turned off COB Dec 15
Solicitation Wrap Up
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All Contributions Received by ECC: December 13
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Final Turn-Ins scheduled with PCFO Account Managers
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Ensure totals for Awards have been submitted
Dec 16- 20
Promotional Materials
Poster
Flyer
Rocky Mountain CFC
www.rockymountaincfc.org
Get Your Give ON-Line
Thermometer
Thermometer
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Thank you for partnering with the CFC!
Pledging Materials
Donor Appreciation Awards
Pledge Form
Reporting Envelope
Appreciation Award Confirmation
Get Your Give
ON-Line
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One time credit card, cash or check Reoccurring Payroll deduction
Installation: ___________________
Unit Name:
____________________
Turn
in the portion of form to Keyworker
Donor: _____________________
Unit Code: __________________
Gift Level: General Patriot (one hour’s pay per pay period) Hero (two hour’s pay per pay period)
Eagle Silver Eagle  Golden Eagle
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I prefer not to receive a donor appreciation gift.
Giving Methods
Reoccurring Gift:
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Payroll Deduction – 95% of campaign
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Employee Express – Participating Federal agencies
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myPay
DoD
Military and Active Duty Civilians
Independent
EPA,
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Defense Agencies
Dept of Energy, HHS,
VA
Nexus Payroll Deduction – All Personnel
Giving Methods
One Time Gifts:
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Credit Card
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Nexus
Cash, Check
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Nexus
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Traditional pledge form (hard copy or PDF)
Giving Methods
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NEXUS Mobile Application Online:
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NEXUS Demo: www.cfcnexus.org/_root/mobile/
Thank you for partnering with the CFC!
Ideas from Last Year
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Chili Cook-Off/ Crock Pot CookOff with different categories
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Candy Grams
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Fall Festival with pumpkin
carving contest, cubicle
decorating contests, costume
contest
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Scavenger Hunt
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5K walk or run
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Silent Auction/Basket Auction
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Bake Sales/Burrito Sales
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Penny Drive
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Motorcycle Ride
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Pie in the Face
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Jeans or Sports Gear on Fridays
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Ice Cream Social/Sundae Bar
Thank you for partnering with the CFC!
Stretch Break
Next up?
Campaign Pledging & Reporting
Hurry back
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Thank you for partnering with the CFC!
Pledging
Pledge Form
Pledge Form
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Thank you for partnering with the CFC!
Pledging
Traditional Form IG Audit Findings:
OPM Compliance training
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Illegible, if it is unreadable, the pledge may not be processed
correctly
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Monthly gift is listed as the annual gift
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Designation to an invalid code; pledges can only be made to
agencies listed in this region’s brochure
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Form isn’t signed; payroll deduction cannot be authorized if the
form isn’t signed
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Social security numbers is not provided; payroll deduction can not
be authorized without the SSN; USPS employees may use their
Employee ID#.
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Pledging
NEXUS Online Assisted: Available to anyone;
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Rocky Mountain CFC Website links to NEXUS
 One
Time Contribution - Cash, Check,
 One
Time Credit Card – 3% third party convenience banking fee
 Continual
Gift – Payroll deduction (must renew annually,
print & submit form)
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NAF, and non Employee Express or myPay personnel:
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Register
Search for charities
Complete Pledging
Print & submit
Confirmation
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CFC NEXUS
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Pledge Training link: https://www.cfcnexus.org/_root/
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CFC Nexus
CFC NEXUS
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Pledging
 Demo
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Link:
https://www.cfcnexus.org/_root/
CFC NEXUS Overview
1. Registration
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Pledging
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Employee Express
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Only participating agencies that have paid for the
module
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Demonstration: A Demonstration Account is available
for all to familiarize Federal users with the CFC-EEX EPledge system. Go to https://www.employeeexpress.gov
and Login with: 999999994 and Password: Demo#444
(Local charities for this account are in the Atlanta
campaign.)
Thank you for partnering with the CFC!
Pledging
myPay Online: Payroll deduction only
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Rocky Mountain Website links to myPay
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Website Charity Searchable database (step 1)
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myPay Transaction (step 2)
 Login: https://mypay.dfas.mil/mypay.aspx
 Select
CFC option
 Search
for charities (not recommended)
 Pledge
 Confirmation
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Thank you for partnering with the CFC!
myPay Pledging
Combined Federal Campaign
option added to MyPay Main Menu
Pledging
Donor selects
“Add New Contribution”
Pledging
Key Training Point
1.The screen will ONLY be shown to active duty Army,
Navy, and Air Force Personnel . Those donors must be
provided their 4-digit Campaign Code 0141
2.All other donors’ campaign information will be
automatically populated
myPay Pledging
Entering an invalid campaign code
will result in an error message;
Incorrect code will result in incorrect
charity list
myPay Pledging
Pikes Peak Region 0140
1. Active duty Army, Navy, and Air Force personnel
must “Confirm Campaign” prior to continuing
2. Other donors will not see this screen
myPay Pledging
Donor selects donation amount per pay
period/month
Key Training Point
Maximum allowable total donation for military
personnel is $833/month. For donations higher than
that, military donors should use a paper pledge form
myPay Pledging
Key Training
Point
Donor can select
a maximum of 30
charities. Donors
wishing to
designate more
than 30 charities
should use paper
pledge forms
DoD recommendation – Use charity search on website and use myPay for transaction
myPay Pledging
The donor enters
the per pay period
or per month
donation amount
myPay Pledging
Balance remaining
is automatically
calculated
Donor has the option
to continue or add /
delete charities
myPay Pledging
Key Training Point
For an
organization’s
pledges to be
properly credited
the donor MUST
enter the
Command/Unit or
Federal
Agency/Office
Code
Unit Codes provided on back side of epledging flyer
Pledge summary
is displayed;
undesignated
funds are
automatically
calculated and
displayed
Pledging
Final review and
opportunity for
donor to confirm
intent
Pledging
Key Training Point
Donor can view print PDF pledge form
for recordkeeping.
Donor will complete epleding flyer
pledge confirmation form
Thanks You Awards
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Donor Gifts:
Thank you for partnering with the CFC!
Donor Appreciation Award Tracking
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PCFO Tracking Form Provided for UPOs & Keyworkers
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Each KeyWorker keeps a list of their 25 co-workers with a check box
of what gift that donor requests and whether or not they have
received it
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Although Donors don’t give for the donor gift, they can easily
feel slighted if promised something they don’t receive
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General Gift thank you award provided with materials; distribute
as pledge forms/confirmation forms are collected by keyworker
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Patriot & Hero Thank You Awards - provided electronically
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Eagle Thank You Awards – provided with turn-ins
Thank you for partnering with the CFC!
Donor Appreciation Award Tracking
Traditional Form
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Record award information from pledge form
myPay & Nexus
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Donor fills out and submits donor contribution confirmation
form
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Keyworker includes tracking form with envelope(s)
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Keyworker uses tracking form to create list of donor gift needs
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Keyworker send tracking form electronically to ECC
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ECC tracks gift needs on master tracking form
Thank you for partnering with the CFC!
Donor Appreciation Award Tracking
Get Your Give ON-Line
One time credit card, cash or check
Reoccurring Payroll deduction
Federal Agency: ____________________________
Donor: _____________________________
Unit Name: ________________________________
Unit Code: __________________________
Gift Level: General Patriot (one hour’s pay per pay period) Hero (two hour’s pay per pay period)
Eagle Leadership  Mile HIgh
I prefer not to receive a donor appreciation gift.
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Thank you for partnering with the CFC!
Get Your Give ON-Line
One time credit card, cash or check
Reoccurring Payroll deduction
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Turn in the portion of form to Keyworker
Installation: ____________________________
Donor: _____________________________
Unit Name:
Unit Code: __________________________
____________________
Gift Level: General Patriot (one hour’s pay per pay period) Hero (two hour’s pay per pay period)
Eagle Leadership  Mile HIgh
I prefer not to receive a donor appreciation gift.
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Donor Appreciation Award Tracking Ledger
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Turn-In Flow Chart
Federal Payroll
Office
Keyworker
Donors
ECC
CFC Staff
(Regional PCFO Office)
Charitable Organizations
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Thank you for partnering with the CFC!
Campaign Reporting
Weekly Turn-Ins: Starting October 14-December 13
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Irma’s Turn In sites:
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Cari’s Turn In sites:
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Downtown – Tuesday
South Denver – Wednesday
Aurora & Buckley –Friday
Chucks Turn In: Coordinates all USPA
Anita’s Turn In Sites:
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Boulder – Tuesday
Denver Federal Center – Wednesday
Lakewood – Thursday
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Larimer – Tuesday
Weld – Wednesday
Contribution Collection Tips
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Keyworkers Collect Contributions &/or Confirmation Forms
Weekly
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PII & OSI Compliance –remove cover when placing in envelope to
submit to UPO
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Do not staple cash & checks to forms
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KeyWorkers make regular time to turn in report envelope with ECC
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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)
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Recommend one day prior to UPO turn-in
Thank you for partnering with the CFC!
KeyWorker Turn-In Pledge Preparation
All donors should turn in something:
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Traditional Pledge forms
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Pledges must be reviewed for completeness, accuracy and legibility
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Keep forms together until turn-in
NEXUS
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Print out of cash or check contributions, keep with cash or check
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Do not collect credit card print out – collect appreciation award form
Employee Express & myPay pledge confirmation forms
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Appreciation award form - Collect and verify forms:
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Ensure donor’s name and e-mail address is included
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Ensure unit/office code is completed
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Ensure gift request is completed
Report totals of each pledge type (cash, check and traditional payroll
pledges) on report envelope;
Key Worker Turn-In
NEXUS cash & Check
Forms
Traditional Forms
Donor Gift Request Form
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.
Campaign Reporting
The ECC/ IPO/Finance Officer will collect all KW envelopes, verify the contents
turn in to PCFO Account Manager weekly. ECC/IPO/finance officer will reverify the content of the envelopes with the PCFO Account Manager. A chain
of custody transition form on the envelope will be signed by the all parties at
each level of turn-in. ( IG Compliance)
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Thank you for partnering with the CFC!
KeyWorker Turn-In
ECC Envelope Verification - Weekly Turn-Ins
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Collect and Verify KW Report envelopes
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Verify # of each type of pledge in envelope
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Verify $ of each type of pledges reported
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Verify that the name on the check, matches the name on the pledge form (if not,
note the name of the donor on the check and the name from the check on the
pledge form).
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Verify e-pledging appreciation award confirmation forms
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Collect and verify forms:
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Ensure donor’s name is on form
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Ensure donor’s e-mail address is included
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Ensure unit/office code is completed
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Ensure gift request is completed
Sign off on report envelope once content and report accuracy
are verified
Pledge Report
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Report Envelope
Thank you for partnering with the CFC!
ECC Turn-In
ECCs Collection from KeyWorker
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If collecting from larger organizations that have multiple
departments, offices, units or even shifts (sub-sections), the ECCs
will track and turn in those pledges by the corresponding subsection.
(ie USPS GMF Tour 1, Tour 2, Tour 3 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.
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Each of these subsections should fill out their own KeyWorker
Envelope, which would then be collected by the ECC.
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ECC or Finance officer will record multiple envelopes on EEC
ledger
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ECC’s use Master Ledger to record all financial envelopes AND
donor gift requests
Thank you for partnering with the CFC!
ECC Turn-In
ECCs Ledger
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Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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OPM generally defines PII as information that:
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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
Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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For example, a name alone would generally not
constitute PII, but when linked to his or her social
security number (SSN), date of birth, or mother's maiden
name, would constitute PII. (PLEDGE FORM)
Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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OPM defines OSI as any information:
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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.
Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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Campaign Responsibilities
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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
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Campaign Responsibilities
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Proper control and handling of PII and OSI residing in
collection envelopes, on computers, on removable media,
and on paper and electronic documents
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Ensuring portable data storage and communication devices
are properly controlled and secured at all times
Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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Campaign Responsibilities
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Restricting access to PII and OSI to only those individuals
who have a business need for it
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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!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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Reporting PII Breaches
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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
Thank you for partnering with the CFC!
PII Compliance
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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Reporting PII Breaches
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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.
Thank you for partnering with the CFC!
Why do we have to do all that?
OPM Personal Identifying Information (PII) & Other
Sensitive Information (OSI) Memorandum
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Reporting PII Breaches
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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.
Thank you for partnering with the CFC!
Campaign Recognition
2013 Certificates of Appreciation

ECC’s will track all Key Workers and Campaign Volunteers

PCFO form provided.

ECC’s will turn in the master list to PCFO Rep by Dec 13.

PCFO will have certificates available for Key Workers and
Campaign Volunteers at the Celebration Event.

ECC’s can have a final meeting that recognizes these personnel
and celebrate how your agency met the needs of the community
through the CFC.
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Thank you for partnering with the CFC!
Campaign Celebration
2013 Campaign Celebration – January 15

Ensure all staff have the details regarding the Campaign
Celebration


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The Celebration is for everyone who contributed to the
campaign including your key workers, donors and
volunteers
Attend the Campaign Celebration

Charities will be planning the event

Agency Awards and Individual Recognition
Thank you for partnering with the CFC!
Campaign Celebration:
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Thank you for partnering with the CFC!
Agency Awards
Agency Awards

Gold, Silver & Bronze Awards

Formula based on raised funds from last year and current
employee counts

Awards are given to those that reach 75% of award criteria
 Benchmark:
 75%
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5% above 2012 campaign
of Benchmark – Bronze award
 100%
of Benchmark – Silver award
 125%
of Benchmark – Gold Award
Thank you for partnering with the CFC!
Campaign Recognition
2013 Agency Hero Nominations

All Federal Agency Campaign Team members may be
nominated

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Submit Hero Nominations by December 13

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
Thank you for partnering with the CFC!
Q&A:
What is my job? To help people understand
WHY & HOW
Why participate? Why give?
Personal Compelling stories
How do I choose? How do I give?
On-line, PDF, or Paper Pledge Form
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Thank you for partnering with the CFC!
Next Steps
Get with your ECC and other Key Workers to …
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
Plan your campaign goals and dates

Promote your campaign plan

Pick CFC Kick-off Fair to attend

Plan an In-house staff kick off/meeting – show video and
hand out materials (flyers, forms, brochure (if needed)

Plan other events in the giving period – Chili cook-off,
bake sale, golf tournament, etc

Invite a charity or a few charities to come speak

Train employees on giving process
Next Steps:
Plan campaign implementation
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
Pick collection day with Key Workers

Communicate with PCFO Acct Exec about which day
you’ll meet

Agree on the goals your agency will working toward

Get Envelope & Donor Award Ledger – fill out for every
meeting with PCFO Acct Exec

Hand out materials – flyers, forms, brochure (if needed)
Thank you for partnering with the CFC!
Q&A:
Questions?
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Thank you for partnering with the CFC!
Q&A:
THANK YOU
For going above &
beyond!
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Thank you for partnering with the CFC!
2013
Rocky Mountain Region