1. Private Organizations March 2011

2. Overview

3. Guidance AFI 34 - 223 Private Organization (PO) Program AFI 34-223 Private Organization (PO) Program- Incorporating Change1 CAFBI 34 - 223 Fundraising for Private Organizations and Unofficial Activities AFI 36 - 3101 Fundraising within the Air Force AF Services 2009 PO Guidebook

4. Definition What is a Private Organization? Self sustaining special interest groups, set up by people acting exclusively outside the scope of any official capacity as officers, employees, or agents of the Federal Government

5. Not a federal entity and not treated as such Not a NAFI (NAF entity) Not entitled to the sovereign immunities and privileges given to NAFIs or the Air Force Operate on an Air Force installation with the written consent of the installation commander Definition Continued...

6. Unofficial activities/orgs are unit coffee funds, flower funds, and other small operations like booster clubs When an unofficial activity’s/organization’s current monthly assets exceed a monthly average of $1000 over a 3-month period, the activity must: Become a PO Discontinue base operations Or reduce its current assets PO Establishment

7. Must have a Constitution and By-Laws State nature, function, objectives, membership eligibility, and sources of income Outline personal financial responsibility of members Describe PO officer responsibilities Describe asset disposition procedures Update every two years or when officers change PO Establishment Continued...

8. Must have liability insurance Only the installation commander can waive Must be reevaluated annually Must notify members of joint and individual liability for obligations of the PO, as provided by law PO Establishment Continued...

9. 22 November, 2010 (Private Organization NAME) All (Private Organization NAME) members understand and acknowledge that they are jointly and severally liable for the obligations or liability of (Private Organization NAME). The absence of liability insurance places their personal assets immediately at risk in the event of (Private Organization NAME) obligation or liability. PO Establishment Liability Form Example Printed NameSignatureDate 1. 2. 3.

10. Treasurer bonding is not required Tax Exemption is the PO responsibility to seek from IRS Must comply with all local, state, Federal and foreign laws PO Establishment Continued...

11. Identify goals & objectives for control of assets Budget Financial Statements Not required for POs with $5000 or less in annual assets PO Financial Requirements

12. PO with gross annual revenue of: $5000, less than $100,000 – Financial Statements $100,000, less than $250,000 – Financial review by an accountant Paid by the PO $250,000 or more – Annual audit by CPA Paid by the PO Installation commander may request AF audit anytime PO Audits

13. PO provides its own equipment, supplies, & mat’ls No APF or NAF support No direct financial assistance to a PO from a NAFI in the form of contributions, dividends, or donations of monies or other assets Government may provide occasional meeting place Logistical Support

14. Government systems Daily bulletin boards and/or electronic public folders may be used to provide notice of unofficial off-installation fundraising campaigns and volunteer requests if approved by the Installation Commander. In NO event should official email, mail, computers, copiers, BITS, etc., be used to provide notice of these type of activities. *AFI34-223 w_ IC Chg Nov 10 Logistical Support

15. POs operating on DoD installations may use the name or abbreviation of the DoD, an Air Force organizational unit, or installation in the PO name Provided there is no appearance of official support by the DoD. POs must have written approval from the installation commander before using the name or abbreviation of the installation or organizational unit. Requests for use of the DoD or Air Force name or abbreviation must be routed through the MAJCOM/A1S to HQ AFSVA/CDM. Do not use your rank or job title in correspondence *AFI34-223 w_ IC Chg Nov 10 Operating Policy

16. The following disclaimer should be on all print and electronic media mentioning the PO’s name confirming that a the PO is not part of the DoD; “ T HIS IS A PRIVATE ORGANIZATION. I T IS NOT A PART OF THE D EPARTMENT OF D EFENSE OR ANY OF ITS COMPONENTS AND IT HAS NO GOVERNMENTAL STATUS.” Operating Policy

17. Also not authorized: Income to individuals except as wages Competition/duplication w/AAFES or Services (FSS) Frequent or continuous resale Exceptions: Thrift Shops, AF Museum, & School/Squadron Memorabilia Amusement, slot machines, raffles, lotteries, and other games of chance Raffle restrictions in AFI 34-223, para 10.16 - can be done when all parameters are met and approved by Legal and Installation Commander or designee Operating Policy Continued...

18. Not authorized: Sale of alcoholic beverages Use of MWR Commercial Sponsorship Solicitation on base is prohibited Off base solicitation permitted with no connection to the base or official part of the AF DO NOT contact local businesses while in uniform Do not promise a business something in return for the donation or gift – it is that...a donation or gift One time recognition at the event in the form of a thank you is all that is authorized Operating Policy Continued...

19. Fundraising Most fundraising requests are routine Bake sales, cookouts, car washes Fundraising request must be routed through: Facility being used for the fundraiser AAFES, Shoppette, Golf Course, Bowling etc Public Health (if food is involved) Safety and Security Forces depending on function of the event Legal Force Support (Resource Management Flight) Approved by Force Support Commander or Deputy

20. Fundraising Continued... CAFBI 34-223 requires fundraising requests seven days in advance of the event More time is always appreciated! OCCASIONAL fundraisers are authorized Two per calendar quarter Limited fundraising during CFC and AFAF Must not take place in the work place

21. Copy of your Constitution and By- Laws List of current officers Financial Statement Copy of liability insurance policy or waiver Provide certification that PO members have been notified and understand their personal financial liability (AFI34-223 w_ IC Chg Nov 10) Electronic submissions or disk required Required from POs & Unofficial Activities

22. Air Expo 2011 Required Forms EFT Enrollment form Memorandum of Understanding - BOOTH CONCESSION PO T- Shirt Form Barnstormers Form is not required unless your PO plans to sell squadron unique items at the 2011 Air Expo

23. PO Establishment/ Air Expo 2011 Please complete and forward any forms, submit documentation or ask any questions @: E-mail: 628FSS.PrivateOrganizations@charleston.af.mil628FSS.PrivateOrganizations@charleston.af.mil Contact: Maria Proano, Office 963-4327 Vicki Parrish, Office 963-4333 OR Deliver to: 628 FSS/FSR, Bldg. 322, Suite 207