1. 2015 Campaign Team Training

2.  CFC Overview  Office of Personnel Management (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 Overview: 2 Thank you for partnering with the CFC!

3. Cari Allen, Northern Front Range Campaign Charity Coordinator (720)352-5076 rockymountaincfc0141@gmail.com Anna Childress, Southern Front Range Campaign Charity Coordinator (719) 623-9688 AnnaChildressCFC@comcast.net Jen Weems, CFC Projects (415)571-4852 jenweems@yahoo.com Irma Jones, Operations Manager (720)999-2015 rockymountaincfcoperations@gmail.com Doug Bannick, Financial Services (650)712-1988 Bannick@aol.com Barbara Barfield, Campaign Director (719)531-5501 barbarabarfield@comcast.net RM Campaign Team 3

4. Established by Executive Order in 1961. Signed by President John F. Kennedy Only authorized charity fundraising in Federal workplace 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. Largest and most successful workplace giving campaign in the world. Designation Campaign – not all charities receive funds Each region sets Campaign Solicitation period sometime between September 15 – December 15 each year CFC FACTS 4 Thank you for partnering with the CFC!

5. CFC Organizational Chart 5 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

6.  Online Giving  Donor Confidentiality  Efficiency - Reduced administrative workload  Accuracy  PII  Multiple Giving Platforms Nexus EEX myPay - Lack of Reporting Mechanism for the Government platforms OPM Strategic Focus 6 Thank you for leading the CFC!

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

8.  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!

9.  100% Awareness  100% Opportunity  100% Follow-Up  No Coercion  PII & OSI Compliance  Agency Ethics Rules CFC Regulations & Rules Summary 9 Thank you for partnering with the CFC!

10. Rocky Mountain CFC: 10  Pikes Peak & Rocky Mountain Merged effective January 2015  37 counties and covers the Front Range in Colorado  Serve approximately 79,000 Federal Employees & Military Personnel  Rocky Mountain CFC raised over $3.7 Million in 2014

11. RM CFC 2014 Results: 11 Thank you for partnering with the CFC! $3,737,684

12. RM CFC 2014 Results: 12 Thank you for partnering with the CFC! 51% 49%

13. Campaign Team 13 Thank you for partnering with the CFC! Employee Campaign Chair (ECC) Co-Chair, Administrative Assistant Key Workers (1:25) Finance Officer Events Coordinator Communications Coordinator

14. Campaign Team Roles 14 Thank you for partnering with the CFC! Employee Campaign Chair (ECC) Team Leader! SO, build your team Delegator of responsibilities Include & Involve Agency Heads in the Campaign Recruit, Educate & Train Keyworkers (1:25) Recruit Volunteer Assistants (Finance, Communications, Events) With your team, create the Campaign Plan for your Agency/Facility/Installation Set Goals for Awareness, Participation, Donations Implement Campaign Activities Motivate & Inspire your team and others to give Campaign Collection from Key Workers Campaign Reporting Campaign Follow Up

15. Campaign Team Roles 15 Thank you for partnering with the CFC! Co-Chair or Administrative Assistant  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

16. Campaign Team Roles 16 Thank you for partnering with the CFC! Inspires & Motivates Giving One-on-One Solicitation One-on-One Follow up Collect Pledge Forms Prepare Reporting Envelope Verify Contents with Finance Officer/ECC/IPO Distribute Thank You Gifts Donor Follow Up Keyworker

17. Campaign Team Roles 17 Thank you for partnering with the CFC! Finance Officer Collect Contribution Envelopes from Keyworkers Verifies Content of each Envelope Records Envelope Contents on Ledger Reconciles myPay Donor Report (if applicable) Processes NEXUS Payroll Contributions (if applicable) Verifies EEX Contributions (if applicable) Maintain PII Compliance Provides Thank You Recognition Gifts at the end of the campaign

18. Campaign Team Roles 18 Thank you for partnering with the CFC! Events Coordinator Helps to plan event for your agency kick-off Books location Promotes the events Plans periodic smaller events throughout the campaign Remember that you should have Paper Pledge Forms on hand at any event so that employees can designate their dollars to the charity of their choice If you collect cash, use ONE paper pledge form to designate where that cash goes unless a donor wants their cash to go to a different charity If you collect checks, use ONE paper pledge form PER CHECK to designate what charity will get those funds

19. Campaign Team Roles 19 Thank you for partnering with the CFC! Communications Coordinator Reads & uses info from weekly emails from your Account Rep with new, updates, financial totals to send to employees Emails weekly updates to all employees Sends information about kick off events Sends information out about deadlines Emails news about the campaign

20. Campaign Timeline 20 Thank you for partnering with the CFC! Six Week Solicitation Outline (Most Effective & Efficient)  Ideal Solicitation Period (6 weeks from Oct 1-Nov 15)  Week 1 – 100% Awareness  Material Disbursement, Kickoff Event/Activity  Week 2 – 100% Opportunity  Group Presentation  Week 3 – 100% Follow Up  Collect Pledges  Week 4 – 6 Follow Up and answer questions

21. Campaign Timeline 21 Thank you for partnering with the CFC! SEPTEMBER - Campaign Planning Decide who you need on your team Recruit & Train Team Send Key Workers to training (see website for date/locations close to you) One Keyworker for every 25 staff is good so that not one person is doing too much Consider a Finance Coordinator, Events Coordinator, and/or Communications Coordinator for bigger agencies to help. Events Committee - Ask former ECCs or Key Workers to serve this way

22. 22 SEPT/OCT - AWARENESS & OPPORTUNITIES – Schedule pickup of Campaign Materials (brochures, paper pledge forms, envelopes, pens) Materials will be available at Key Worker Training Tuesday, September 22 9:00am-9:30am or 12:00noon-1:00pm – Attend Downtown Kick Off Event with your team Wednesday, October 7 South Lawn of the NIST Library 11:30am-1:00pm – Plan and execute your own mini kick-off event and invite a few charities to come and speak – Weekly turn-ins the week of October 19 Thank you for partnering with the CFC! Campaign Timeline

23. 23 NOVEMBER – PROMOTION & COLLECTION Get your Give On-line mid-campaign National Blitz will run the week of Nov 16-23, 2015. More tools and details to follow. Continue to collect donations. Thank you for partnering with the CFC! Campaign Timeline

24. 24 DECEMBER – COLLECTION & REPORTING Hero Nominations are due Friday, December 11. Forms will be available on the website 12/1 Names of all ECCs, Key Workers and Other Key Volunteers should be submitted to your Account Representative for Certificates of Appreciation by December 11 FINAL turn-ins should be the week of December 14-18 Thank you for partnering with the CFC! Campaign Timeline

25. 25 DECEMBER – COLLECTION & REPORTING December 1- December 11 Theme reminder – “Are you a change maker?” 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 Thank you for partnering with the CFC! Campaign Timeline

26. 26 JANUARY 2015 – CELEBRATE Attend Campaign Celebration – Invite your team – Invite key leadership or donors who would enjoy getting a big picture of the CFC Pick up your Donor Appreciation Gifts, Certificates of Appreciation, Agency Awards at one of the HUB celebration events. Thank you for partnering with the CFC! Campaign Timeline

27.  Hang Posters/Flyers  Email Blasts & Internal Newsletters with stories, updates, news  Distribute materials (brochures & paper pledge form)  Plan your own agency kick off  Do a fun activity every week to keep CFC in front of staff  Show CFC video at a staff meeting  Have a staff member share why they are involved  Invite a charity member (or a few) to come speak at an organized meeting. Use the “Preferred Speaker List” on the website (Available after Sept 21)  Show a charity slide show (download from the website) PROMOTION 27 Thank you for partnering with the CFC!

28. TOOLS TO USE Our website has all the tools you need to promote your campaign. www.rockymountaincfc.orgwww.rockymountaincfc.org CFC Handbook for ECCs and Key Workers Posters Poster Back Thermometer Event Flyer for Kick-Off Fairs Promotional Videos Training Videos Brochure Pledge Forms (For print or PDF to Fill-in) Mid-Campaign Blitz info Final Campaign Blitz info PROMOTION 28 Thank you for partnering with the CFC!

29. Promotional Materials Brochure & Poster 29 Thank you for leading the CFC! Online Flyer Thermometer Post It Reminder Post It Note Get Your Give ON-Line

30. 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

31.  Boulder Kick Off, Boulder, CO – NOAA Facility Wednesday, October 7 @ 11:30am – 1:00pm  Downtown Denver Kick Off, Denver, CO – Tuesday, October 13 @ 11:30am – 1:00pm (Alt Day 10/21)  Buckley Air Force Base, Aurora, CO – Wednesday, October 14 @ 1:00pm – 3:00pm  Denver Federal Center, Lakewood, CO – Thursday, October 15 @ 11:30am – 1:00pm (Rain Day 10/22)  Weld/Larimer County Kick Off, Ft. Collins – Tuesday, October 20@ @ 11:30am – 1:30pm Campaign HUB Events 31 Thank you for partnering with the CFC!

32. Boulder Attendees Enjoyed the Day Over 75 charities participated Rocky Mountain Region Kick-off Fairs ROCKED!

33. Rocky Mountain Region Kick-off Fairs ROCKED!

34. Rocky Mountain Region Kick-off Fairs ROCKED! The Winner of the Colorado Pallet Sign

35. Solicitation Activities 35 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

36. 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

37. Solicitation Tips & Tools 37 Thank you for partnering with the CFC!  What worked and didn’t work???  Your Tips - Discussion  Your Tools - Discussion

38.  What will I miss if I go to the Bathroom?!  Accounting and Reporting Procedures  HURRY BACK! Stretch Break 38 Thank you for partnering with the CFC!

39. Giving Methods 39 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!

40. Giving Methods 40  Online: Employee Express or MyPay  Online: CFC Nexus  Mobile Pledging  Credit Card Giving  CFC Paper Pledge Form

41. Pledging Online 41 CFC Website: www.rockymountaincfc.orgwww.rockymountaincfc.org To practice: https://emssdemo.dfas.mil/MYPAY.ASPX https://emssdemo.dfas.mil/MYPAY.ASPX Login ID 999999991, Password Xma$1225

42. myPay Pledging 42  Website Charity Search – www.rockymountaincfc.org  Login  Campaign Code – 0141  Enter Unit Code – Keyworker provides  Enter Charity  Enter Allotment Amount Thank you for partnering with the CFC!

43. 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.

44. 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.

45. 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 www.rockymountaincfc.org )  Log into your Employee Express account to make a pledge  Employee Express pledging closes on December 15, 2015 EEX Pledging 45

46. Giving Methods 46  Website Charity Search – www.rockymountaincfc.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!

47. 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

48. 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

49. 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

50. CFC NEXUS Pledging 50 Thank you for partnering with the CFC!  Make a NEXUS Test Pledge Online: https://www.cfcnexus.org/_root/#

51. Mobile Pledging 51 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/

52. CFC NEXUS Pledge Processing 52 Thank you for partnering with the CFC! ECC or finance officer requests permission to have payroll coordinator status in the Nexus system

53. Pledging 53  Hard copy/PDF Fill-in - Payroll Deduction, check or cash Traditional Pledge Form Thank you for partnering with the CFC!

54. Pledge Form 54

55. Pledging 55 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!

56. Thanks You Awards 56 Thank you for partnering with the CFC! Traditional pledge form reporting  Recognition Coin - $120 - $1199  U.S. Mint Proof Set - $1,200+  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

57. Donor Appreciation Award Tracking 57 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

58. Donor Appreciation Award Tracking 58 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

59. Donor Appreciation Award Tracking 59 Thank you for partnering with the CFC!

60. Donor Appreciation Award Tracking 60 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

61. Donor Appreciation Award Tracking Ledger 61 Thank you for partnering with the CFC!

62. Turn-In Flow Chart 62 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

63. KeyWorker Turn-In Pledge Preparation 63  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

64. Campaign Reporting 64 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

65. KeyWorker Turn-In 65 Envelope Verification for Weekly Turn-Ins Downtown Weekly Turn-Ins: Collect and Verify Report envelopes.  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!

66. Key Worker Turn-Ins 66 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

67. Key Worker Turn-In 67 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

68. Key Worker Turn-Ins 68 Thank you for partnering with the CFC!

69. Turn-Ins 69 ECC Collection from Department 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.

70. Turn-Ins 70 Thank you for partnering with the CFC! Weekly Turn-Ins: Starting 10/19-12/18 – Irma’s Turn In sites: Larimer/Weld Co - Tuesday Boulder – Wednesday – Cari’s Turn In sites: Downtown – Tuesday South Denver – Wednesday Aurora & Buckley – Thursday USPS – Friday – Jen’s Turn In sites: Denver Fed Center/Lakewood – Tuesday

71. Turn-In Ledger 71 Ledger

72. Why do I have to do All of This 72 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.

73. Why do I have to do All of This 73 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

74. PII Compliance 74 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.

75. PII Compliance 75 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.

76. PII Compliance 76 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

77. PII Compliance 77 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

78. PII Compliance 78 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

79. PII Compliance 79 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

80. Solicitation Conclusion 80 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

81. Campaign Recognition 81 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

82. Campaign Recognition 82  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

83. Campaign Recognition 83 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

84. Campaign Celebration 84 Thank you for partnering with the CFC! 2015 Campaign Celebration – Late 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  Attend the Campaign Celebration  Agency Awards and Individual Recognition  Hub Directors & Charities will be planning and hosting the event

85. Next Steps? 1. Go to the RMCFC Website to print off your ECC Handbook 2. Pick up materials Sept 22 3. Plan to attend & promote the Boulder Fair Wednesday, Oct 7 Q&A: 85 Thank you for partnering with the CFC!

86. Questions? Q&A: 86 Thank you for partnering with the CFC!

87. THANK YOU For going above & beyond! Q&A: 87 Thank you for partnering with the CFC!