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TEAM BUCKLEY Campaign Team Training
2015 TEAM BUCKLEY Campaign Team Training
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Thank you for partnering with the CFC!
Overview: CFC Overview OPM Update Rocky Mountain CFC Overview Campaign Team Overview Team Member Role & Responsibilities Campaign Timeline Solicitation Tips, Tools & Activities Giving Methods Pledge Collection & Reporting PII & OSI Security Tips & Tools Q&A 2 Thank you for partnering with the CFC!
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CFC Organizational Chart
Executive Committee Support Federal Agency Directors & Military Senior Commanders LFCC Oversight & Mentorship Agency Head Reps Charitable Organizations PCFO Board of Directors Campaign Director Employee Campaign Coordinators or Installation Project Officers Unit/Dept Coordinators 100 or more employees Key Workers 1 per every 25 OPM 3 Thank you for partnering with the CFC! 3
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CFC Trends & Challenges
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 Thank you for partnering with the CFC! 4
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OPM Update New Regulations Effective 2017
Address the trends & Challenges Bring the CFC into the 21st Century Online Campaign Moving towards 100% online giving within four years Immediate Disaster Relief New employees can give w/in 30 days of being hired Lengthened Solicitation Period Regulated Campaign solicitation period 1 Sept - 15 Jan. Regions can pick a time period within these start and finish dates. Immediate Charity Acknowledgement of Contribution 5
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Thank you for leading the CFC!
OPM Strategic Focus Online Giving OPM initiative – PII Donor Confidentiality Efficiency - Reduced administrative workload Accuracy Cost Reductions to process pledges Multiple Giving Platforms Lack of Reporting Mechanism for the Government platforms 6 Thank you for leading the CFC! 6
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Online Universal Giving
Fed Members Local – All Regions National International Online Universal Giving Independents Federations Thank you for partnering with the CFC! 7
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Thank you for partnering with the CFC!
CFC Regulations 5 CFR 950 OPM Directives B , Occupational Safety and Health Review Commission--Refreshments for a Combined Federal Campaign Event, July 11, 2014 CFC Guidance (Memoranda) DoD Directives DoD Directive Air Force Regulations (AF ) Army Regulations (AR600-29) Guidance from Specific Agencies Ethics Officer General Council Thank you for partnering with the CFC! 8
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CFC Regulations Rules Overview
100% Awareness 100% Opportunity 100% Follow-Up No Coercion PII & OSI Compliance 5CFR Part 950 OPM Directives OPM Memorandum GAO Directive Agency Ethics Rules 9 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
RM CFC 2014 Results: $3,737,684 1010 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
RM CFC 2014 Results: 51% 49% 1111 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
CFC Strategic Plan The 8th Habit: 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.” “Find your voice”… “…and inspire others to find theirs.” 1212 Thank you for partnering with the CFC! 12
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Rocky Mountain Region Focus: Campaign Engagement
Team Development/Training Virtually Connect Personnel to CFC Charity Causes Engage Newer Personnel & Young Federal Employees Thank you for partnering with the CFC! 13
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CURe restore supply Be A Change Maker… Safeguard equip strengthen
uplift revolutionize nourish strengthen Care for sustain help empower transform improve Safeguard equip alter CURe Encourage renew motivate uphold provide Support restore supply rebuild inspire Be A Change Maker… Protect boost 11 14
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Promotional Materials
Brochure & Poster Online Flyer Get Your Give ON-Line Thermometer Post It Reminder Post It Note 15 Thank you for leading the CFC! 15
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Thank you for partnering with the CFC!
Video Options: Training – “More Than Just a Bill” Answers FAQs Promoting “Thank you Feds” Be A Change Maker Power Point Slide Show “I Make It Possible” link to CFC National Foundation website CFCToday: tent_id=5259 16 Thank you for partnering with the CFC! 16
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Campaign Team Overview
Employee Campaign Coordinator (ECC) or Military Installation Project Officer (IPO) Department or Mission Element Project Officers DPOC/MEPOC Keyworkers (1:25) Event & Activities Volunteers Finance Officer//Payroll Coordinator Communications Officer 17 Thank you for partnering with the CFC!
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Campaign Team Best Practices
Secure Top-Down Support Set a Timeline and Goal Create Awareness Coordinate a Solicitation Process Incorporate Fun Say “Thank You” Campaign Team Best Practices 18 Thank you for partnering with the CFC! 18
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Thank you for partnering with the CFC!
Campaign Team Roles Employee Campaign Coordinator (ECC) or Military Installation Project Officer (IPO) 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 19 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Campaign Team Roles Keyworker 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 Donor Follow Up 20 Thank you for partnering with the CFC! 20
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Thank you for partnering with the CFC!
Campaign Team Roles Support Volunteers Administrative 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 21 Thank you for partnering with the CFC! 21
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Thank you for partnering with the CFC!
Campaign Team Roles Support Volunteers Finance 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 Compliance 22 Thank you for partnering with the CFC! 22
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Thank you for partnering with the CFC!
Campaign Activities ECC/IPO Campaign Planning: September Recruit & Train Team 1 Keyworker for every 25 staff Consider a Finance officer for larger agencies Responsible for weekly turn-ins and pledge reconciliation Events Committee - Ask former ECCs or KeyWorkers to serve on Events Committee By spreading out the tasks, you ensure everyone has fun and will want to help out again next year 23 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Campaign Activities ECC/IPO Campaign Planning: September Plan Activities/Events Kick-off Fair Charity Speakers at a Group Presentation (staff meeting or commander’s call) Chili Cook-offs Bake Sales Penny Wars Your Ideas? 24 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Campaign Activities ECC/IPO Campaign Preparation: September Event Kick-off/Activity Planning Confirm Logistics Secure Charity Involvement Charity Fair Charity Speaker Create a Fun Element Recruit Event Volunteers Confirm Employee Testimonial Request Agency Head/Dept Head to speak 2525 Thank you for partnering with the CFC! 25
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Thank you for partnering with the CFC!
Campaign Activities ECC/IPO Campaign Implementation: Late September Receive materials Pick UP Denver Federal Center PCFO delivery By Hub Account Manager By USPS Mail delivery (remote offices) Post promotional posters Distribute pledging tools Charity brochure Pledge form Begin promotional e-blasts 26 Thank you for partnering with the CFC! 26
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Solicitation Activities
Promote Campaign: 1 Oct – 15 Dec Group Presentations Staff Meetings or Commander’ Call “Mini Kick-Offs” at Staff Meetings or Commanders Calls Target timeframe: Oct Videos Invite Speakers Charity Speakers list – – currently under construction Terri’s Poem – Posted on website Peer Testimonials 27 Thank you for partnering with the CFC! 27
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Solicitation Activities
Mid Campaign Blitz: November Get Your Give ON-Line National campaign promotion E-blasts Flyers Simplest means of giving CFC Nexus Employee Express myPay 2828 Thank you for partnering with the CFC!
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Solicitation Activities
Final Blitz December 1- December 15 Theme reminder –Giving Tuesday Season of giving reminder Tax Deduction reminder Contribution cut off reminder Electronic giving will be turned off COB Dec 15 reminder Last call to submit your pledge reminder All Contributions should be received by your Finance Officer by December 16 I added “LE” to the 2nd main bullet that reads “All contributions received by UPO: December 16”. I am assuming the civilian counterpart is LE, right?
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Solicitation Timeline
Recommended Six Week Solicitation Window (Most Effective & Efficient) Solicitation: Week 1 – 100% Awareness (Agency/Installation wide) Kickoff Event/Activity Week 2 – 100% Opportunity Group Presentation (KW Department/Unit) Week 3 – 100% Follow Up Collect Pledges Week 4 – 6 Follow Up 30 Thank you for partnering with the CFC!
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Solicitation Activities
Best Practices Chili Cook-Off/ Crock Pot Cook- Off with different categories Bake Sales/Burrito Sales Penny Drive Candy Grams Motorcycle Ride Fall Festival with pumpkin carving contest, cubicle decorating contests, costume contest Pie in the Face Jeans or Sports Gear on Fridays Scavenger Hunt Ice Cream Social/Sundae Bar 5K walk or run Employee Testimonial E-Blasts Silent Auction/Basket Auction 31 Thank you for partnering with the CFC! 31
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Solicitation Activities Thank you for partnering with the CFC!
Promote Campaign Charity Fairs 28 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Solicitation Tools Tools CFC Website: Searchable Charity Database Links to online giving sources ( NEXUS, EEX, myPay) PDF Brochure Fill in Pledge Form All Support materials Speakers’ List for Charity Speakers at group presentation Template E-Blasts All Training materials Links to OPM Links to CFC National Foundation Website 33 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Solicitation Tips Tips The Number One Reason People don’t Give…they weren’t asked Ask sincerely Discuss reasons for giving Personal, Family, Friend Service/Benefit Impact Pay Forward – Future Impact Encourage Payroll Deduction Remain available as a resource Say “thank you” often 34 Thank you for partnering with the CFC! 34
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Thank you for partnering with the CFC!
Solicitation Tips Tips CFC Focus Group Results Newer employees need education about what CFC is Employees felt inundated with too long of a solicitation Your Tips - Discussion Your Tools - Discussion 35 Thank you for partnering with the CFC! 35
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Giving Methods CFC Website: www.rockymountaincfc.org Online:
CFC Paper Pledge Form - PDF CFC Website: 36 36
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Giving Methods Reoccurring Gift: Payroll Deduction – 90% of campaign myPay DoD Military and Active Duty Civilians Independent Defense Agencies EPA, Dept of Energy, HHS, VA 37 Thank you for partnering with the CFC! 37
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Thank you for partnering with the CFC!
Pledging Ways to Contribute myPay - The platform will be used until national systems are introduced by OPM in the future. DOD Military Civilian Others Veterans Administration Dept of Energy Health and Human Services myPay - Used across three payroll systems: DCPS (Civilians) DJMS (Army, Navy and Air Force) MCTFS (Marines) 38 Thank you for partnering with the CFC! 38
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Thank you for partnering with the CFC!
myPay Pledging Lessons Learned: Thirty-minute time limit for transaction Donor has no ability to change pledges electronically Work Address field is only an alpha-numeric field for tracking of military command/unit or Federal agency/office Some pledges by members of the military were not made in home geographic campaign area due to personnel records or donor entry Suggest personal confirmation of pledges $2,500 or higher; CIVPAY limit of $1,000 per pay period added this year Requirements: The work address must be official “.mil” or “.gov” address. This is for any official communication within the government about the gift. The “acknowledgement address (if selected) must be personal, not “.mil” or “.gov.” OPM rules bar charities from communicating about the CFC inside official government channels. 39 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
myPay Modifications : New Instructions Universal Giving Continues – use OPM or Rocky Mountain website for charity search prior to using myPay Time Out Warnings myPay Control Board will not authorize additional time for transaction Warnings have been modified but limit remains (30 minutes total) 40 Thank you for partnering with the CFC!
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myPay Pledging Click on myPay logo in top left corner
Combined Federal Campaign on Main Menu 41 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
myPay Pledging Log in with CAC or i.d. 42 Thank you for partnering with the CFC!
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Last contribution Per Pay Period Last contribution Annual Amount
myPay Pledging Off season message: Last contribution Per Pay Period Last contribution Annual Amount Browse Charities Print PDF of Last Card 43 Thank you for partnering with the CFC!
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Maximum time per session = 30 minutes
myPay Pledging Maximum time per session = 30 minutes Combined Federal Campaign option added to MyPay Main Menu 1 SEP to 15 DEC 44 Thank you for partnering with the CFC!
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“Add New Contribution”
myPay Pledging Donor selects “Add New Contribution” 45
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Thank you for partnering with the CFC!
myPay Pledging Key Training Point 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 All other donors’ campaign information will be automatically populated 46 Thank you for partnering with the CFC!
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Entering an invalid campaign code will result in an error message
myPay Pledging Entering an invalid campaign code will result in an error message 47
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myPay Pledging Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing Other donors will not see this screen 48 DoD recommendation – Use charity search on website and simply use myPay for transaction
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myPay Pledging Donors can search for charities in multiple ways.
The donor can specify the 5-digit Charity Code. 49 DoD recommendation – Use charity search on website and simply use myPay for transaction
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myPayPledging The donor can select charities or return to search for additional charities or modify results Key Training Point Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms 50 DoD recommendation– Use charity search on website and simply use myPay for transaction
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The donor enters the per pay period or per month donation amount
myPay Pledging The donor enters the per pay period or per month donation amount The donor enters the per pay period or per month donation amount 51 Thank you for partnering with the CFC!
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myPay Pledging Balance remaining is automatically calculated
Donor has the option to continue or add / delete charities 52 Thank you for partnering with the CFC!
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myPay Pledging Balance remaining is automatically calculated
Donor has the option to continue or add / delete charities Unit Codes provided website: 53
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Pledging Pledge summary is displayed;
undesignated funds are automatically calculated and displayed Key Training Point For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office 54 Thank you for partnering with the CFC!
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Work e-mail required at top.
Pledging Key Training Point Work required at top. Personal required for acknowledgment. Campaign can only release personal addresses to charities. 55 Thank you for partnering with the CFC!
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Final review and opportunity for donor to confirm intent
Pledging Final review and opportunity for donor to confirm intent 56 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Pledging Key Training Point No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping. 57 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Pledging 58 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Pledging 59 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Pledging Traditional Pledge Form Hard copy/PDF Fill-in - Payroll Deduction, check or cash Available both in hard form and online as PDF fill-in form 60 Thank you for partnering with the CFC! 60
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Thank you for partnering with the CFC!
Pledging Traditional Form IG Audit Findings: Illegible, if it is unreadable, the pledge may not be processed correctly Monthly gift is listed as the annual gift Designation to an invalid code; pledges can only be made to agencies listed in this region’s brochure Form isn’t signed; payroll deduction cannot be authorized if the form isn’t signed Social security numbers is not provided; payroll deduction can not be authorized without the SSN; USPS employees may use their Employee ID#. 61 Thank you for partnering with the CFC! 61
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Thank you for partnering with the CFC!
Thanks You Awards Philanthropist Level Available for contributions of $249-$999 Leadership Circle Available for contributions of $1000 + Traditional pledge form – request on pledge form Donors don’t give for the donor gift, they can easily feel slighted if promised something they don’t receive Traditional pledge form reporting 62 Thank you for partnering with the CFC!
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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 recognition coin I prefer not to receive a donor appreciation gift. Provided online for donor to print out and submit 63 Thank you for partnering with the CFC! 63
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Donor Appreciation Award Tracking
Traditional Form Donor fills out and submits donor contribution confirmation form when contributing online Keyworker includes tracking form in report envelope Keyworker uses tracking form to create list of donor gift needs Keyworker send tracking form electronically to UPO/finance officer or ECC as directed Keyworker reports gifts needed on report envelope for turn-in UPO tracks Unit gift needs on master tracking form 64 Thank you for partnering with the CFC! 64
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Donor Appreciation Award Tracking
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Donor Appreciation Award Tracking
PCFO Tracking Form Provided for ECCs & Keyworkers 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 Keyworkers submit contribution envelopes and gift tracking ledger to ECC/IPO or finance officer Keyworkers also submit thank you gift ledger electronically to ECC/IPO or finance officer ECC/IPO or finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger 66 Thank you for partnering with the CFC!
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Donor Appreciation Award Tracking Ledger
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Thank you for partnering with the CFC!
Stretch Break What will I miss if I go to the Bathroom?! Accounting and Reporting Procedures HURRY BACK! 68 Thank you for partnering with the CFC! 68
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Thank you for partnering with the CFC!
Turn-In Flow Chart Donors Keyworker ECC Federal Payroll Office CFC Staff (Regional PCFO Office) Charitable Organizations There may be a Unit Project Officer (UPO) in larger agencies if desired LE or PCFO Hub Administrator 69 Thank you for partnering with the CFC! 69
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KeyWorker Turn-In Pledge Preparation
Collect pledges weekly NEXUS Print outs of cash or check contributions with cash or check Do not collect credit card contributions – collect appreciation award form Do not collect donor receipts Traditional Pledge forms Pledges must be reviewed for completeness, accuracy and legibility DO NOT make changes to form; contact donor EEX & myPay pledge thank you gift confirmation form collection ONLY Collect and verify forms: Ensure donor’s name and address is included Ensure unit/office code is completed Ensure gift request is completed Report totals of each pledge type (cash, check and traditional payroll pledges) on report envelope; Report number of gifts requested on report envelope 70 70
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Campaign Reporting Contribution Collections Tips Keyworkers Collect Contributions &/or Confirmation Forms Weekly PII & OSI Compliance –remove cover when submitting to ECC KeyWorkers make regular time to turn in report envelope with ECC Ensure your turn-in 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) Recommend one day prior to ECC turn-in 71 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
KeyWorker Turn-In Envelope Verification - Weekly Turn-Ins with UPO Collect and Verify Report envelopes for Weekly Turn-In Verify # of each type of pledge in envelope Verify $ of each type of pledges reported Verify e-pledging appreciation award confirmation forms Collect and verify forms: Ensure donor’s name is on form Ensure donor’s address is included Ensure unit/office code is completed Ensure gift request is completed Sign off on report envelope once content and report accuracy are verified 72 Thank you for partnering with the CFC! 72
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Thank you for partnering with the CFC!
Key Worker Turn-Ins NEXUS cash & Check Forms ONLY Traditional Forms Campaign Reporting The UPO followed by the ME will collect all KW envelopes, verify the contents with the KW/UPO and turn in to IPO/Finance Officer weekly. IPO/finance officer will re-verify the content of the envelopes with the ME project officer. A chain of custody transition form on the envelope will be signed by the all parties at each level of turn-in. ( IG Compliance) 73 Thank you for partnering with the CFC! 73
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Thank you for partnering with the CFC!
Key Worker Turn-In Pledge Form Gift Request 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 Traditional form gift requests, Nexus, EEX & myPay award appreciation confirmation forms are collected and recorded on the envelope. 74 Thank you for partnering with the CFC! 74
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Thank you for partnering with the CFC!
Key Worker Turn-Ins 75 Thank you for partnering with the CFC! 75
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Key Worker Turn-Ins 76 Thank you for partnering with the CFC! 76
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Department/Unit Project Officer Turn-In
ECC or IPO Collection from Department or Unit POC If collecting from larger organizations that have multiple departments, offices, units or even shifts (sub-sections), the DPO or UPO will track and turn in those pledges by the corresponding subsection. (ie HR, Finance, Customer Service etc. or Squadron 1, Squadron 2 etc) 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. Each of these subsections should have envelope tracking 1 of 4, 2 of 4, 3 of 4, 4 of 4 on the reporting envelope, which would then be rubber banded together by the DPO or UPO. ECC / IPO or designated Finance officer will record multiple envelopes on organization ledger & turn-in to PCFO. 77 77
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Department/Mission Element Turn-In
Ledger 78 78
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Why do I have to do All of This
1. OIG tracking All pledge envelopes must be accounted for at all times If pledge envelopes were to be misplaced, the ECC/IPO would know from the ledger what envelopes were unaccounted for If the PCFO were to misplace envelopes the hub director could go back to the Ledger to track the date of the turn- in. 79 Thank you for partnering with the CFC!
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Why do I have to do All of This
2. OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum OPM generally defines PII as information that: 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 Pledge form 80 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
PII Compliance OPM 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. 81 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
PII Compliance OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum 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. 82 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
PII Compliance OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum Campaign Responsibilities 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 83 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
PII Compliance OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum 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 whether physical or electronic 84 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
PII Compliance OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum Reporting PII Breaches In accordance with 5 CFR § (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) or at to OPM. 8585 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
PII Compliance OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum Reporting PII Breaches 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 cert.gov/federal/reportingRequirements.html) and providing notification to victims of PII or OSI breaches, as appropriate. 8686 Thank you for partnering with the CFC!
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Solicitation Conclusion
Electronic Giving turned off COB Dec 15 (regulations) All Contributions Received by DPO or UPO: December 16 Ensure CFC Staff has your totals for Awards Final Turn-ins scheduled with PCFO Dec 16 – 18 8787 Thank you for partnering with the CFC! 87
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Thank you for partnering with the CFC!
Campaign Recognition 2015 Agency Hero Nominations All Federal Agency Campaign Team members may be nominated Submit Hero Nominations by December 15 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 8888 Thank you for partnering with the CFC! 88
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Campaign Recognition Unit, Department and Organization Awards
Gold, Silver & Bronze Awards Benchmark: 5% above 2014 campaign – silver award 75% of Benchmark – Bronze award 125% of Benchmark – Gold Award Award Distribution – ECCs and IPOs receive awards from PCFO – January Internal organization presentation CFC Commander’s call Staff Meeting 8989
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Campaign Recognition 2015 Certificates of Appreciation Recognize all Keyworkers & Campaign Volunteers Track name, department, agency Agency generated & provided PCFO template provided Use certificate template provided May request them to be PCFO generated Forward completed template form list to PCFO Hub Director PCFO generated and provided 90 Thank you for partnering with the CFC!
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Thank you for partnering with the CFC!
Campaign Celebration 2016 Campaign Celebration – January TBA Hub Celebration Events Attend the Campaign Celebration Invite all campaign team members & donors Distribute event logistics The Celebration is for everyone who contributed to the campaign including donors and volunteers Agency Awards and Individual Recognition Hub Directors & Charities will be planning and hosting the event 9191 Thank you for partnering with the CFC!
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Q&A: Questions? 9292 Thank you for partnering with the CFC! 92
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Thank you for leading the campaign
2015 Thank you for leading the campaign
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