2015 Campaign Team Training.  CFC Overview  Office of Personnel Management (OPM) Update  Norcal CFC Overview  Campaign Team Overview  Team Member.

2015 Campaign Team Training

 CFC Overview  Office of Personnel Management (OPM) Update  Norcal 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 Overview: 2 Thank you for partnering with the CFC!

 Online Giving  Donor Confidentiality  Efficiency - Reduced administrative workload  Accuracy  PII  Multiple Giving Platforms  Lack of Reporting Mechanism for the Government platforms  EEX  myPay OPM Strategic Focus 3 Thank you for leading the CFC!

OPM Universal Giving Thank you for partnering with the CFC! Fed Members Local – All RegionsNationalInternational Online Universal Giving IndependentsFederations Independents Fed Members

 5 CFR 950 5 CFR 950  OPM Directives 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) CFC Guidance (Memoranda)  DoD Directives 503501 DoD Directives 503501  DoD Directive 503505 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!

 100% Awareness  100% Opportunity  100% Follow-Up  No Coercion  PII & OSI Compliance  Agency Ethics Rules CFC Regulations & Rules Summary 6 Thank you for partnering with the CFC!

 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 Thank you for partnering with the CFC!

Norcal CFC 2014 Results: 8 Thank you for partnering with the CFC! Total: $3,125,239 Universal: $138,630 - 4.4%

Norcal CFC 2014 Results: 9 Thank you for partnering with the CFC!

CFC Organizational Chart 10 Executive Committee Support Federal Agency Directors & Military Senior Commanders LFCC Oversight & Mentorship Agency Head Reps Charitable Organizations PCFO Board of Directors Campaign Director Campaign Coordinators Employee Campaign Coordinators or Installation Project Officers Unit/Dept Coordinators 100 or more employees Key Workers 1 per every 25 OPM Regulators

Agency/Installation Team Overview 11 Thank you for partnering with the CFC!  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

Campaign Team Roles 12 Thank you for partnering with the CFC! 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  Recruit Volunteer Assistants  Finance Officer  Public Relations/communications Coordinator  Events Coordinator  Motivate & Inspire Team  Oversee keyworkers  Contribution Collections, Reconciliation & Reporting  Campaign Reporting  Overall Campaign Activities  Pledge & Giving Activities

Campaign Team Roles 13 Thank you for partnering with the CFC!  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 Keyworker

Campaign Team Roles 14 Thank you for partnering with the CFC! 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

Campaign Team Roles 15 Thank you for partnering with the CFC! 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

Campaign Team Best Practices 16 Thank you for partnering with the CFC!  Secure Top-Down Support  Set a Timeline and Goal  Create Awareness  Coordinate Solicitation Process  Incorporate Fun  Campaign Celebration

 The 8 th Habit: CFC Strategic Plan 17 Thank you for partnering with the CFC! “Find your voice”… “…and inspire others to find theirs.”

 Team Development/Training  Virtually Connect Personnel to CFC Charity Causes  Engage Newer Personnel & Young Federal Employees Norcal Region Strategic Focus: Engagement Thank you for partnering with the CFC!

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

Promotional Materials Brochure & Poster 20 Thank you for leading the CFC! Online Flyer Thermometer Post It Reminder Post It Note Get Your Give ON-Line

 Training – “More Than Just a Bill”  Answers FAQs  Promoting  “Be a Change Maker”  “Thank you Feds”  “I Make It Possible”  link to CFC National Foundation website CFCToday:  http://www.cfctoday.org/_root/index.php?main_menu_id=1&con tent_id=5259 http://www.cfctoday.org/_root/index.php?main_menu_id=1&con tent_id=5259 Videos: 21 Thank you for partnering with the CFC!

Campaign Activities 22 Thank you for partnering with the CFC! ECC/IPO Campaign Planning: September  Recruit 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

Campaign Activities 23 Thank you for partnering with the CFC! 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  Burrito/Pancake Breakfast  Penny Wars  Your Ideas?

Campaign Activities 24 Thank you for partnering with the CFC! 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 Speakers  Confirm Employee Testimonial  Request Agency Head/Dept Head to speak

Campaign Activities 25 Thank you for partnering with the CFC! ECC/IPO Campaign Implementation: Late September  Receive Materials  Pick Up Denver Federal Center/ Building 123 PAFB (flight line)  PCFO Delivery  By Hub Account Manager  By USPS Mail delivery (remote offices)  Promote Campaign  Post Promotional Posters  Distribute Pledging Tools  Charity Brochure  Pledge Form  Advertise Kick Off Event

Solicitation Activities 26 Thank you for partnering with the CFC! Promote Campaign: 1 Oct – 15 Dec  Group Presentations  Staff Meetings or Commander’ Call  “ Mini Kick-Offs”  Videos  Invite Speakers  Charity Speakers list – www.norcalcfc.org – currently under construction www.norcalcfc.org  Peer Testimonials  Terri’s Poem – Posted on website

Solicitation Activities 27 Thank you for partnering with the CFC! Mid Campaign Blitz: November 16 - 23  Get Your Give ON-Line  National campaign promotion  E-blasts  Flyers  Simplest means of giving  CFC Nexus  Employee Express  myPay

Solicitation Activities Final Blitz - December 1- December 15  Activities  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 28

Solicitation Timeline 29 Thank you for partnering with the CFC! 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

Thank you for partnering with the CFC! Solicitation Activities  Awareness: Charity Fairs 28

Campaign Events Mechanics  Hub Director posts event to website  Event post contains link to event registration workbook  All eligible charities must register to participate  Hub Director will collect registrations on behalf of Chair/IPO  Hub Director will compile all registrations into a master list  Chair/IPO will inform Hub Director of number of charities that can be accommodated in designated fair space  Hub Director will conduct a random drawing of registered charities if more register than space allows  Hub Director will send randomly selected charities a confirmation of participation  Confirmation will include all pertinent event logistics and information  Regret notifications will be sent to charities that were not randomly selected

Charity Fair Participants  Charities must have participated in charity briefing /speakers training  Charities must have submitted Norcal CFC MOU  Charities are trained to expect 3’ of display space  Charity fair participants are trained on do’s and don’ts for representing all CFC charities, CFC mechanics & CFC FAQs  Charity event participants should be provided logistics for event  Date, time, location, set up  Event schedule  Security requirements  Protocols

Presentation Speakers Campaign Speakers Mechanics Overview  Charity speakers must have participated in charity briefing /speakers training  Charity speakers must have submitted Norcal CFC MOU  Contact list of qualified speakers provided on website  Speakers may be contacted directly for engagement opportunities  Speakers have been briefed on dos & don’ts for speaking engagements  Contact 1-3 speakers for:  Keyworker training sessions  Staff meetings  Commanders Calls  Speakers are trained to limit presentation to 3 minutes  Speaker should be informed of logistics for presentation  Location  Time  Security  Parking  Entrance

Solicitation Activities 34 Thank you for partnering with the CFC! Chili Cook-Off/ Crock Pot Cook- Off with different categories Candy Grams Fall Festival with pumpkin carving contest, cubicle decorating contests, costume contest Scavenger Hunt 5K walk or run Silent Auction/Basket Auction Bake Sales/Burrito Sales Penny Drive Swear Jar Motorcycle Ride Pie in the Face Jeans or Sports Gear on Fridays Ice Cream Social/Sundae Bar Book Exchange Sale Employee Testimonial E-Blasts  Awareness: Best Practices

Fundraisers  Check with Ethics Officers for any agency specific rules  Make it fun  Engage all personnel  Fund Designations:  May designate to a specific fund BUT must provide pledge form for those participants who wish their contribution go to the charity of their choice  May designate to “undesignated” fund (goes to charities proportionate to their designations  May allow the “winner” or random draw participant to select charity designation  Collect funds  Convert funds to money order  Prepare pledge form –mark as “XYZ fundraiser”

Solicitation Tips 36  Make the Ask  The Number One Reason People don’t Give…they weren’t asked  Provide campaign materials  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  Opportunity: Meaningful Contact

Solicitation Tools 37 Thank you for partnering with the CFC!  CFC Website: wwwnorcalcfc.orgwwwnorcalcfc.org  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  Opportunity

Giving Methods 38  Online: Employee Express or MyPay  Online Assisted:  Mobile Pledging  Credit Card Giving  CFC Paper Pledge Form

Pledging Online 39 CFC Website: www.norcalcfc.orgwww.norcalcfc.org To practice: https://emssdemo.dfas.mil/MYPAY.ASPX https://emssdemo.dfas.mil/MYPAY.ASPX Login ID 999999991, Password Xma$1225

Giving Methods 40 Reoccurring Gift:  Payroll Deduction – 90% of campaign  Employee Express – Participating Federal agencies  myPay  DoD Military and Active Duty Civilians  Independent Defense Agencies  EPA, Dept of Energy, HHS, VA  Nexus Payroll Deduction – All Personnel Thank you for partnering with the CFC!

Combined Federal Campaign on Main Menu myPay Pledging 41 Click on myPay logo in top left corner

myPay Pledging 42  Website Charity Search – www.norcalcfc.org  Login  Campaign Code & Confirm - 0106  Enter Charity  Enter Allotment Amount  Enter Unit Code – Keyworker provides Thank you for partnering with the CFC!

myPay Pledging 43 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; E-Mail Requirements – The work e-mail address must be official “.mil” or “.gov” address. This is for any official communication within the government about the gift. – The “acknowledgement e-mail address (if selected) must be personal, not “.mil” or “.gov.” OPM rules bar charities from communicating about the CFC inside official government channels.

myPay Pledging 44 The ‘Campaign Search’ screen is only be shown to active duty Army, Navy, and Air Force Personnel. This information is automatically provided for active duty Marines and Federal civilians. Maximum donation amount for military personnel is $833/month; for civilians is $1,000/pay period. Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining). Donors must be trained to enter their Command/Unit or Federal Agency/Office name code for pledges to be properly credited. There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records. Highly recommend that they print this.

Ways to Contribute  Employee Express Overview –  Reoccurring payroll deduction only  Check to see if your agency uses Employee Express for your benefits administration (a list is available at cfcnorcal.com)  Log into your Employee Express account to make a pledge  Employee Express pledging closes on December 15, 2015 EEX Pledging 45

EEX Pledging 46  Website Charity Search – www.norcalcfc.org  Login  Select Agency  Select CFC  Security Alert – Click “continue”  Select Charity(ies)  Enter Pay Period Contribution  Confirm Amount & Charities  Click “YES” if correct  Click “NO” if changes are desired  Click “Submit and Return to Main Menu for Tax Deduction Confirmation  Employee Express – Participating Federal agencies  myPay  DoD Military and Active Duty Civilians  Independent Defense Agencies  EPA, Dept of Energy, HHS, VA  Nexus Payroll Deduction – All Personnel Thank you for partnering with the CFC!

Pledging 47 Online Assisted Giving:  Website links to NEXUS  NEXUS IS WEB-BASED:  Does Not Tie Directly To A Gov’t Payroll System  Pledges Must Still Be Manually Processed by Employee Campaign Coordinator

Pledging 48 Online Assisted Giving:  NEXUS Online: Available to anyone  Pledging Overview  One Time Contribution - Cash, Check, Credit Card  One Time Credit Card – 3% third party convenience banking fee  Continual Gift – Payroll deduction (must renew annually, print & submit form)  Register  Search for charities  Complete Pledging  Confirmation

Pledging 49 Online Assisted Giving:  NEXUS Training: Videos, Word doc & PDF https://www.cfcnexus.org/_root/ https://www.cfcnexus.org/_root/  Main Menu  Help & training  Pledging Overview  New Visitors To CFC Nexus: Registration - Donors coming to cfcnexus.org for the first time  Returning Donors: Login Or Password Recovery - Donors returning to cfccnexus.org with a previous user account  All Donors: Pledging donors completion of the pledge form on cfcnexus.org  Payroll Coordinators: Processing Pledges

CFC NEXUS 50  Pledge Training link: https://www.cfcnexus.org/_root/https://www.cfcnexus.org/_root/ Thank you for partnering with the CFC!

CFC Nexus 51 CFC NEXUS  Pledging  Demo Link: https://www.cfcnexus.org/_root/# https://www.cfcnexus.org/_root/#  Opportunity for Coordinator or Keyworker to try out the pledging process by creating a “fake” pledge on the demo account. Thank you for partnering with the CFC!

CFC NEXUS Pledging 52 Thank you for partnering with the CFC!  Make a NEXUS Test Pledge Online: https://www.cfcnexus.org/_root/#

Mobile Pledging 53 Thank you for partnering with the CFC! Ways to Contribute  NEXUS Mobile Application Online:  Same process  NEXUS Demo: www.cfcnexus.org/_root/mobile/www.cfcnexus.org/_root/mobile/

CFC NEXUS Pledge Processing 54 Thank you for partnering with the CFC! ECC or finance officer requests permission to have payroll coordinator status in the Nexus system

Pledging 76  Hard copy/PDF Fill-in - Payroll Deduction, check or cash Traditional Pledge Form Thank you for partnering with the CFC!

Pledge Form 77

Pledging 78 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#. Thank you for partnering with the CFC!

Thanks You Awards 79 Thank you for partnering with the CFC! Traditional pledge form reporting  Recognition Coin – Any level of gift  Traditional pledge form – request on pledge form  EEX & myPay – request form on website  Donors don’t give for the donor gift, they can easily feel slighted if promised something they don’t receive

Donor Appreciation Award Tracking 80 Thank you for partnering with the CFC!  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

Donor Appreciation Award Tracking 81 Thank you for partnering with the CFC! 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

Donor Appreciation Award Tracking 82 Thank you for partnering with the CFC!

Donor Appreciation Award Tracking 83 Thank you for partnering with the CFC! Traditional Form  Donor fills out and submits donor contribution confirmation formwhen 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

Donor Appreciation Award Tracking Ledger 84 Thank you for partnering with the CFC!

 What will I miss if I go to the Bathroom?!  Accounting and Reporting Procedures  HURRY BACK! Stretch Break 85 Thank you for partnering with the CFC!

Turn-In Flow Chart 86 Thank you for partnering with the CFC! DonorsKeyworkerECC 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

KeyWorker Turn-In Pledge Preparation 87  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  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 e-mail 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

Campaign Reporting 88 Thank you for partnering with the CFC! 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

KeyWorker Turn-In 89 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 e-mail 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 Thank you for partnering with the CFC!

Key Worker Turn-Ins 90 Thank you for partnering with the CFC! 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) NEXUS cash & Check Forms ONLY Traditional Forms

Key Worker Turn-In 91 Thank you for partnering with the CFC! Campaign Reporting Traditional form gift requests, Nexus, EEX & myPay award appreciation confirmation forms are collected and recorded on the envelope. 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. Pledge Form Gift Request

Key Worker Turn-Ins 92 Thank you for partnering with the CFC!

Department/Unit Project Officer Turn-In 93 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.

Department/Mission Element Turn-In 94 Ledger

Why do I have to do All of This 95 Thank you for partnering with the CFC! 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.

Why do I have to do All of This 96 Thank you for partnering with the CFC! 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

PII Compliance 97 Thank you for partnering with the CFC! 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.

PII Compliance 98 Thank you for partnering with the CFC! 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.

PII Compliance 99 Thank you for partnering with the CFC! 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

PII Compliance 100 Thank you for partnering with the CFC! 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

PII Compliance 101101101 Thank you for partnering with the CFC! OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum  Reporting PII Breaches  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 cfc@opm.gov to OPM. cfc@opm.gov

PII Compliance 102102102 Thank you for partnering with the CFC! 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 http://www.us- cert.gov/federal/reportingRequirements.html) and providing notification to victims of PII or OSI breaches, as appropriate.http://www.us- cert.gov/federal/reportingRequirements.html

Solicitation Conclusion 103103103 Thank you for partnering with the CFC!  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  Ensure Donors receive appreciations awards

Campaign Recognition 104 Thank you for partnering with the CFC! 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

Campaign Recognition 105105105 Thank you for partnering with the CFC! 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

Campaign Recognition 106106106  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

Campaign Celebration 107107107 Thank you for partnering with the CFC! 2015 Campaign Celebration – February 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  Attend the Campaign Celebration  Agency Awards and Individual Recognition  Hub Directors & Charities will be planning and hosting the event

Questions? Q&A: 108108108 Thank you for partnering with the CFC!

2015 Thank you for leading the campaign

2015 Campaign Team Training.  CFC Overview  Office of Personnel Management (OPM) Update  Norcal CFC Overview  Campaign Team Overview  Team Member.

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Presentation on theme: "2015 Campaign Team Training.  CFC Overview  Office of Personnel Management (OPM) Update  Norcal CFC Overview  Campaign Team Overview  Team Member."— Presentation transcript:

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2015 Campaign Team Training.  CFC Overview  Office of Personnel Management (OPM) Update  Norcal CFC Overview  Campaign Team Overview  Team Member.

Similar presentations

Presentation on theme: "2015 Campaign Team Training.  CFC Overview  Office of Personnel Management (OPM) Update  Norcal CFC Overview  Campaign Team Overview  Team Member."— Presentation transcript:

Similar presentations

About project

Feedback