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.  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!

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

5.  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!

6.  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!

7. RM CFC 2014 Results: 7 Thank you for partnering with the CFC! $3,737,684

8. RM CFC 2014 Results: 8 Thank you for partnering with the CFC! 51% 49%

9. CFC Organizational Chart 9 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

10. Agency/Installation Team Overview 10 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

11. Campaign Team Roles 11 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

12. Campaign Team Roles 12 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

13. Campaign Team Roles 13 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

14. Campaign Team Roles 14 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

15. Campaign Team Best Practices 15 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

16.  The 8 th Habit: CFC Strategic Plan 16 Thank you for partnering with the CFC! “Find your voice”… “…and inspire others to find theirs.”

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

18. 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

19.  www.rockymountaincfc.org www.rockymountaincfc.org  Home Home  Pledge Online Pledge Online  Search Charities Search Charities  Check Totals Check Totals  Contact Campaign Contact Campaign  About About  Donors Donors  Charities Charities  Chairs Chairs  Training Training  Materials Materials  Forms Forms Campaign Resources: 19 Thank you for partnering with the CFC!

20. 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

21.  Training – “More Than Just a Bill”“More Than Just a Bill”  Answers FAQs  Promoting  “Be a Change Maker” “Be a Change Maker”  “Thank you Feds” “Thank you Feds”  National Videos  President Obama Message President Obama Message  2015 Honorary National Chair, John Brennan, CIA Director Message 2015 Honorary National Chair, John Brennan, CIA Director Message  “I Make It Possible” “I Make It Possible” Videos: 21 Thank you for partnering with the CFC!

22. 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

23. 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?

24. 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

25. 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

26. 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.rockymountaincfc.org – currently under construction www.rockymountaincfc.org  Peer Testimonials  Terri’s Poem – Posted on website

27. 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

28. 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

29. 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

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

31. Solicitation Activities 31 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

32. Solicitation Tips 32  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

33. Solicitation Tools 33 Thank you for partnering with the CFC!  CFC Website: www.rockymountaincfc.orgwww.rockymountaincfc.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

34. Giving Methods 34  Online: MyPay  Online: CFC Nexus  Mobile Pledging  Credit Card Giving  CFC Paper Pledge Form

35. Pledging Online 35 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

36. Giving Methods 36 Reoccurring Gift:  Payroll Deduction – 90% of campaign  Employee Express – Participating Federal agencies  myPay  DoD Military and Government Civilians  Independent Defense Agencies  EPA, Dept of Energy, HHS, VA  Nexus Payroll Deduction – All Personnel Thank you for partnering with the CFC!

37. Combined Federal Campaign on Main Menu myPay Pledging 37 Click on myPay logo in top left corner

38. myPay Pledging 38  Website Charity Search – www.rockymountaincfc.org  Login  Campaign Code & Confirm - 0141  Enter Charity  Enter Allotment Amount  Enter Unit Code – Keyworker provides: Thank you for partnering with the CFC!

39. myPay Pledging 39  Enter Unit Code – Keyworker provides:  HQ NORAD & US NORTHCOM: NNC/CMDGP NNC/CPNNC/IGNNC/JA NNC/NGNNC/PANNC/SOCNORTHNNC/J1 NNC/J2N/J3NC/J3NNC/J4 NNC/J5NNC/J6NNC/J7NNC/J8 NNC/J9DIAWCRO Thank you for partnering with the CFC!

40. myPay Pledging 40  Enter Unit Code – Keyworker provides: Thank you for partnering with the CFC!

41. myPay Pledging 41  Enter Unit Code – Keyworker provides: Thank you for partnering with the CFC!

42. myPay Pledging 42 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.

43. myPay Pledging 43 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.

44. Pledging 44 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  Credit Card Giving, Cash or Check

45. Pledging 45 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  Register  Search for charities  Complete Pledging  Confirmation

46. Pledging 46 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

47. CFC NEXUS 47  Pledge Training link: https://www.cfcnexus.org/_root/https://www.cfcnexus.org/_root/ Thank you for partnering with the CFC!

48. CFC Nexus 48 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!

49. CFC NEXUS Pledging 49 Thank you for partnering with the CFC!  Make a NEXUS Test Pledge Online: https://www.cfcnexus.org/_root/#

50. Mobile Pledging 50 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/

51. KeyWorker Turn-In Pledge Preparation 51  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  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

52. Campaign Reporting 52 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

53. KeyWorker Turn-In 53 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!

54. Key Worker Turn-Ins 54 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

55. Key Worker Turn-In 55 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

56. Key Worker Turn-Ins 56 Thank you for partnering with the CFC!

57. Department/Unit Project Officer Turn-In 57 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.

58. Department/Mission Element Turn-In 58 Ledger

59. Why do I have to do All of This 59 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.

60. Why do I have to do All of This 60 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

61. PII Compliance 61 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.

62. PII Compliance 62 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.

63. PII Compliance 63 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

64. PII Compliance 64 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

65. PII Compliance 65 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

66. PII Compliance 66 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

67. Solicitation Conclusion 67 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

68. Campaign Recognition 68 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

69. Campaign Recognition 69  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

70. Campaign Recognition 70 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

71. Campaign Celebration 71 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

72. Questions? Q&A: 72 Thank you for partnering with the CFC!

73. 2015 Thank you for leading the campaign