Training Brief Agency Project Officers One Team: Making a Difference 1 ...

40
Training Brief Training Brief Agency Project Officers Agency Project Officers One Team: Making a Difference 1 https://community.apan.org/2012_haw aii-pacific_area_cfc/default.aspx www.cfc-hawaii.org

Transcript of Training Brief Agency Project Officers One Team: Making a Difference 1 ...

Page 1: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Training BriefTraining Brief Agency Project Officers Agency Project Officers

One Team: Making a Difference

1

https://community.apan.org/2012_hawaii-pacific_area_cfc/default.aspx

www.cfc-hawaii.org

Page 2: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Training AgendaTraining Agenda WelcomeWelcome Charity SpeakersCharity Speakers CFC history and informationCFC history and information 2012 Goals2012 Goals RegulationsRegulations Introduce the TeamIntroduce the Team Agency Project Officer ResponsibilitiesAgency Project Officer Responsibilities Campaign Focus (FEAT)Campaign Focus (FEAT) Campaign RecognitionCampaign Recognition Campaign Roles (UPOs & Keypersons)Campaign Roles (UPOs & Keypersons) Campaign Materials OverviewCampaign Materials Overview CharitiesCharities Campaign ImpactCampaign Impact WebsitesWebsites QuestionsQuestions 2

Page 3: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

General InformationGeneral Information CFC historyCFC history

Established in 1961 by John F. KennedyEstablished in 1961 by John F. Kennedy Campaign occurs once a yearCampaign occurs once a year

September 1 – December 31September 1 – December 31 2012 Hawaii CFC2012 Hawaii CFC

1 October – 16 November1 October – 16 November Over 200 Combined Federal CampaignsOver 200 Combined Federal Campaigns Hawaii-Pacific Area CFC is 4th in most Hawaii-Pacific Area CFC is 4th in most

contribution raisedcontribution raised Over $272 million dollars raised nationally in Over $272 million dollars raised nationally in

20112011 3

Page 4: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Organizational ChartOrganizational ChartU.S. Congress

U.S. Office of Personnel Management

Honolulu Federal Executive Board

CFC Chair OrganizationUnited States Army Pacific

(USARPAC)

Agency Project Officers

Unit Project Officers

Key People

Individual Donors4

Page 5: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Local InformationLocal Information History of Giving in HawaiiHistory of Giving in Hawaii

Number of federal employees – 2006 deployments, 2007 - addition of Number of federal employees – 2006 deployments, 2007 - addition of Guam, Northern Marianas, American SamoaGuam, Northern Marianas, American Samoa

Average gift has generally increased (except 2011)Average gift has generally increased (except 2011) Participation is a concernParticipation is a concern Use of payroll deduction or on-line pledging is the preferred method of Use of payroll deduction or on-line pledging is the preferred method of

givinggiving

Year PopTotal

Achieved % PartAveGift

% Using Payroll

2006 63,814 $5,962,258 54% $173.23 70%

2007 81,191 $6,090,746 43% $194.39 70%

2008 83,101 $6,306,831 41% $187.06 68%

2009 82,804 $6,043,022 38% $189.94 69%

2010 85,014 $6,064,473 35% $202.85 70%

2011 91,705 $6,521,996 36% $198.99 71%5

Page 6: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

2012 Goals2012 Goals

6

1.1. Make 100% Face-to Face contact with every Make 100% Face-to Face contact with every Federal Employee.Federal Employee.

2.2. Promote E-Pledging (on-line).Promote E-Pledging (on-line).www.cfc-hawaii.org (e-pledging website) (e-pledging website)

Page 7: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

RegulationsRegulations

7

§ 950.102 § 950.102 The CFC is the only authorized solicitation of employees in the Federal workplace The CFC is the only authorized solicitation of employees in the Federal workplace

on behalf of charitable organizations. The campaign is intended to reduce on behalf of charitable organizations. The campaign is intended to reduce disruptions in the workplace by consolidating all approved solicitations into a disruptions in the workplace by consolidating all approved solicitations into a single, annual, officially supported campaign. single, annual, officially supported campaign.

Contractor personnel, credit union employees and other persons present on Contractor personnel, credit union employees and other persons present on Federal premises, as well as retired Federal employees, may make single Federal premises, as well as retired Federal employees, may make single contributions to the CFC through checks, money orders, or cash. These non-contributions to the CFC through checks, money orders, or cash. These non-Federal personnel may not be solicited, but donations offered by such persons may Federal personnel may not be solicited, but donations offered by such persons may be accepted by the local campaigns.be accepted by the local campaigns.

Code of Federal RegulationsCode of Federal Regulations http://ecfr.gpoaccess.gov/cgi/t/text/text-idx?c=ecfr&tpl=/ecfrbrowse/Title05/5cfr950_main_02.

tpl

DoD Inst NUMBER 5035.01 January 31, 2008 DoD Inst NUMBER 5035.01 January 31, 2008   http://www.opm.gov/cfc/pdf/503501p.pdf

Page 8: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Regulations (cont’d)Regulations (cont’d)

8

§ 950.602   Solicitation methods.§ 950.602   Solicitation methods. (a) Employee solicitations shall be conducted during duty hours using methods that (a) Employee solicitations shall be conducted during duty hours using methods that

permit true voluntary giving and shall reserve to the individual the option of disclosing permit true voluntary giving and shall reserve to the individual the option of disclosing any gift or keeping it confidential. any gift or keeping it confidential.

Campaign kick-offs, victory events, awards, and other non-solicitation events to build Campaign kick-offs, victory events, awards, and other non-solicitation events to build support for the CFC are encouraged.support for the CFC are encouraged.

(b) Special CFC fundraising events, such as raffles, lotteries, auctions, bake sales, (b) Special CFC fundraising events, such as raffles, lotteries, auctions, bake sales, carnivals, athletic events, or other activities not specifically provided for in these carnivals, athletic events, or other activities not specifically provided for in these regulations are permitted during the campaign period if approved by the appropriate regulations are permitted during the campaign period if approved by the appropriate agency head or government official, consistent with agency ethics regulations. Chances agency head or government official, consistent with agency ethics regulations. Chances to win must be disassociated from amount of contributions, if any. Raffle prizes should to win must be disassociated from amount of contributions, if any. Raffle prizes should be modest in nature and value. be modest in nature and value. (Note: Raffles and lotteries are illegal in Hawaii)(Note: Raffles and lotteries are illegal in Hawaii)

(c) In all approved special fundraising events the donor must have the option of (c) In all approved special fundraising events the donor must have the option of designating to a specific participating organization or federation or be advised that the designating to a specific participating organization or federation or be advised that the donation will be counted as an undesignated contribution and distributed according to donation will be counted as an undesignated contribution and distributed according to these regulations.these regulations.

Page 9: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Regulations (cont’d)Regulations (cont’d)

9

950.108   Preventing coercive activity.950.108   Preventing coercive activity. (a) Solicitation of employees by their supervisor or by any individual in their supervisory (a) Solicitation of employees by their supervisor or by any individual in their supervisory

chain of command. This does not prohibit the head of an agency to perform the usual chain of command. This does not prohibit the head of an agency to perform the usual activities associated with the campaign kick-off and to demonstrate his or her support of the activities associated with the campaign kick-off and to demonstrate his or her support of the CFC in employee newsletters or other routine communications with the Federal employees.CFC in employee newsletters or other routine communications with the Federal employees.

(b) Supervisory inquiries about whether an employee chose to participate or not to (b) Supervisory inquiries about whether an employee chose to participate or not to participate or the amount of an employee's donation. Supervisors may be given nothing participate or the amount of an employee's donation. Supervisors may be given nothing more than summary information about the major units that they supervise.more than summary information about the major units that they supervise.

(c) Setting of 100 percent participation goals.(c) Setting of 100 percent participation goals.

(d) Establishing personal dollar goals and quotas.(d) Establishing personal dollar goals and quotas.

(e) Developing and using lists of non-contributors.(e) Developing and using lists of non-contributors.

(g) Using as a factor in a supervisor's performance appraisal the results of the solicitation in (g) Using as a factor in a supervisor's performance appraisal the results of the solicitation in the supervisor's unit or organization.the supervisor's unit or organization.

Page 10: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

2012 CFC Team2012 CFC Team

10

LTC Darren S. HolbrookU.S. Army Pacific (USARPAC)

476 Palm Circle Drive, Building T117, Fort Shafter, HI 96858-5100Fax: (808) 438-2482

Mailing Address

Chair•Lieutenant General Francis J. Wiercinski; Commander, U.S. Army Pacific (USARPAC)

Executive Agent•Major General Roger F. Mathews; Deputy Commanding General, U.S. Army Pacific (USARPAC)

Pacific Area Program Officer•LTC Darren Holbrook, U.S. Army Pacific (USARPAC) ([email protected]; [email protected]; C: (808) 224-0344

FEB: Local Federal Coordinating Committee CFC Advisor •Yolande ‘Yogi’ Fong ([email protected]) 472-0773

Principle Combined Fund Organization (PCFO)•Nita Yates - PCFO Director ([email protected]) 543-2233•Melanie Kaaihue - PCFO Asst. Director ([email protected]) 543-2232

Page 11: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

2012 CFC Team2012 CFC Team

11

Information Cell

MAJ Kurt MunizAssistant CFC Project [email protected](808) 438-2853

SFC Gerald [email protected](808) 438-2890

MAJ John Hunziker - [email protected](808) 655-1981

Operations Cell Mr. Russell Dodson - Public Affairs

[email protected](808) 438-2662

Major Hal Brown - Special Events & Charity [email protected] (808) 438-2740

MAJ Steven Stock - [email protected](808) 438-5681

SSG Justess Robinson -Data/Progress [email protected](808) 655-6888

*Cell phones will be issued to:Materials, Special Events/Charity Coordinator & Training

Page 12: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

APO / UPO / KeypersonAPO / UPO / Keyperson

12

USARPAC(APO)

25th ID(APO)

2nd Brigade(APO)

Battalion(UPO)

CompanyKeyperson

CompanyKeyperson

CompanyKeyperson

CompanyKeyperson

CompanyKeyperson

APO = Agency Project OfficerUPO = Unit Project Officer

CFC Pacific Area Program Officer

*Example

Page 13: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

APO’sAPO’s Coordinate your unitsCoordinate your units

ID your Units/Offices/agencies/etcID your Units/Offices/agencies/etc ID Unit Project Officers (UPO’s)ID Unit Project Officers (UPO’s) UPO’s will need to ID KeypersonsUPO’s will need to ID Keypersons For every 25 people, 1 Keyperson is requiredFor every 25 people, 1 Keyperson is required Find Form due on every Unit under APOsFind Form due on every Unit under APOs Pick up all materials for CFC HQ’s (ARMY) at Pick up all materials for CFC HQ’s (ARMY) at

Fort Shafter.Fort Shafter. Envelopes and Campaign Recognition Items Envelopes and Campaign Recognition Items

13

Page 14: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

APO’sAPO’s Coordinate your unitsCoordinate your units

Schedule training for your UPOs/KeypersonsSchedule training for your UPOs/Keypersons Weekly Reports; 9, 16, 23, 30 Oct, 6, 13, & 20 Weekly Reports; 9, 16, 23, 30 Oct, 6, 13, & 20

Nov Nov (Every Tuesday No Later Than 1200 Hours)(Every Tuesday No Later Than 1200 Hours)

Audit all your UPO’s paperworkAudit all your UPO’s paperwork Turn into CFC HQ’s (Army)Turn into CFC HQ’s (Army) Attend Final CFC Recognition CeremonyAttend Final CFC Recognition Ceremony Provide After Action Review Comments Provide After Action Review Comments

throughout the campaignthroughout the campaign

14

Page 15: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

APO’sAPO’s Coordinate your unitsCoordinate your units

Publicize the CampaignPublicize the Campaign Get Leaders involvedGet Leaders involved Kick off event for agencyKick off event for agency Get Charities involvedGet Charities involved

15

Page 16: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Reporting RequirementsReporting Requirements Agency Project Officers must Submit Weekly Status Reports online at: Agency Project Officers must Submit Weekly Status Reports online at:

https://community.apan.org/hawaii_cfc/https://community.apan.org/hawaii_cfc/

Reports due starting October 6th and every Tuesday until your campaign is Reports due starting October 6th and every Tuesday until your campaign is finished (Oct 9, 16, 23, 30, Nov 6, 13, 20)finished (Oct 9, 16, 23, 30, Nov 6, 13, 20)

On Tuesdays, provide all the information that you have from your keypersonsOn Tuesdays, provide all the information that you have from your keypersons

Do not hold reports waiting on data Do not hold reports waiting on data

Unit Project Officers and Keypersons must report their progress to Agency Unit Project Officers and Keypersons must report their progress to Agency Project Officer.Project Officer.

Each week's totals are a running (cumulative) sum. Each week's totals are a running (cumulative) sum.

Use your Agency Code and Agency Title off the list that will be provided. Do Use your Agency Code and Agency Title off the list that will be provided. Do not use old Agency Code numbers. not use old Agency Code numbers.

Once your campaign is complete, audit all of your Keyperson’s Envelopes, Once your campaign is complete, audit all of your Keyperson’s Envelopes, submit a Final Report and contact HQ to return your materials.submit a Final Report and contact HQ to return your materials.

17

Page 17: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Weekly Status Report Worksheet for APOWeekly Status Report Worksheet for APO

18

Use the Weekly Status Report Worksheet to collect inputs for your Weekly Status Reports.

Download the excel file from the web.

Page 18: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Agency Project OfficerAgency Project Officer Final Steps Final Steps

20

Audit all Keyperson Envelopes from UPO’sAudit all Keyperson Envelopes from UPO’s Inventory Recognition Item requirementsInventory Recognition Item requirements Contact HQ for appointmentContact HQ for appointment Bring the following to the turnover appointment:Bring the following to the turnover appointment:

Envelopes … Used and Unused envelopes (to maintain accountability)Envelopes … Used and Unused envelopes (to maintain accountability) Completed Audit ChecklistCompleted Audit Checklist Unused Recognition ItemsUnused Recognition Items List of Needed Recognition ItemsList of Needed Recognition Items

Page 19: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign FocusCampaign FocusFEATFEAT

Find (The Find Form)Find (The Find Form)EducateEducateAskAskThankThank

21

Page 20: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign FocusCampaign Focus FFINDIND

UNIT PROJECT OFFICERSUNIT PROJECT OFFICERS Locate all offices/departments in your unit.Locate all offices/departments in your unit. Create a contact list for each office/department.Create a contact list for each office/department.

Make sure list is complete so that all donors may be contactedMake sure list is complete so that all donors may be contacted Divide list for KeypersonDivide list for Keyperson

Keyperson should be responsible for 100% contact of 25 people (max Keyperson should be responsible for 100% contact of 25 people (max 50). 50).

KEYPERSONKEYPERSON Using a roster, ensure 100% face-to-face contact.Using a roster, ensure 100% face-to-face contact. If someone is out during your initial “ask”, follow up with that If someone is out during your initial “ask”, follow up with that

person when he/she returns to the office. person when he/she returns to the office.

22

Page 21: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign FocusCampaign Focus EEDUCATEDUCATE

Educate employees about the Combined Federal Campaign.Educate employees about the Combined Federal Campaign. Learn facts about CFC and charities.Learn facts about CFC and charities. Use Campaign Guide.Use Campaign Guide. Download and print CFC Awareness Items.Download and print CFC Awareness Items.

Visit www.cfc-hawaii.org for useful information.Visit www.cfc-hawaii.org for useful information. Hold a Donor Education Brief:Hold a Donor Education Brief:

Introduction of Agency Project Officer, Unit Project Introduction of Agency Project Officer, Unit Project Officers and Keypersons Officers and Keypersons

Leadership remarksLeadership remarks Invite a Charity Speaker or charities to display and speak.Invite a Charity Speaker or charities to display and speak. Answer questionsAnswer questions

23

Page 22: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign FocusCampaign Focus AASK (Keyperson’s responsibility)SK (Keyperson’s responsibility)

Visit each federal employee – face to face. Visit each federal employee – face to face. 100% contact is the goal!100% contact is the goal!

Provide a pledge card to each person and Provide a pledge card to each person and access to a Charity List.access to a Charity List.

Ask for contributionAsk for contribution Answer questionsAnswer questions Thank everyone!Thank everyone!

24

Page 23: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign FocusCampaign Focus TTHANKHANK

Give Appreciation Gift to Eagle and Super Give Appreciation Gift to Eagle and Super Eagle givers upon receipt of their contribution Eagle givers upon receipt of their contribution (or keep a roster of those who qualify. Request (or keep a roster of those who qualify. Request gifts through UPO or APO) gifts through UPO or APO)

Verbally recognize and thank everyoneVerbally recognize and thank everyone Other “Thank You” Ideas:Other “Thank You” Ideas:

Leadership thank you note or letterLeadership thank you note or letter Print out CFC Thank you cardsPrint out CFC Thank you cards Send Memos and e-mails to employeesSend Memos and e-mails to employees

25

Page 24: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign RecognitionCampaign Recognition Individual RecognitionIndividual Recognition

Eagle Recognition = Annual base pay x one percent (.01)Eagle Recognition = Annual base pay x one percent (.01) Super Eagle Recognition = Annual base pay x two percent Super Eagle Recognition = Annual base pay x two percent

(.02)(.02) (Individual suggested giving guide is located in the Charity (Individual suggested giving guide is located in the Charity List and on the website: www.cfc-hawaii.orgList and on the website: www.cfc-hawaii.org))

26

Appreciation GiftsAppreciation GiftsFor APOs, UPOs and

Keypersons who attend September training.

Eagle Giver Donor giving

1% of base pay.

Jotter Notepad with PenCFC Badge Holder Insulated Grocery Tote

Super Eagle Giver Donor

giving 2% of base pay.

Page 25: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign RecognitionCampaign Recognition Agency, Unit, Department RecognitionAgency, Unit, Department Recognition

Award Certificates presented to units/departments that achieve:Award Certificates presented to units/departments that achieve: 60% participation and $95 per capita = PLATINUM Award60% participation and $95 per capita = PLATINUM Award 55% participation and $90 per capita = GOLD Award55% participation and $90 per capita = GOLD Award 50% participation and $85 per capita = SILVER Award50% participation and $85 per capita = SILVER Award 45% participation and $80 per capita = BRONZE Award45% participation and $80 per capita = BRONZE Award

““Eco-Friendly” RecognitionEco-Friendly” Recognition““eco-friendly” recognition awards to encourage on-line giving. The top 3 agencies (by percent participation eco-friendly” recognition awards to encourage on-line giving. The top 3 agencies (by percent participation and per capita giving) in each of 3 categories will be recognized for earning the 2012 GREEN Award. and per capita giving) in each of 3 categories will be recognized for earning the 2012 GREEN Award. Categories are: Categories are:

  

Large Organizations: over 1,000 personnelLarge Organizations: over 1,000 personnel Medium Organizations: 100-1,000 personnelMedium Organizations: 100-1,000 personnel Small Organizations: fewer than 100 personnelSmall Organizations: fewer than 100 personnel

Keep track of all units below your APO level.Keep track of all units below your APO level.

*Per capita is computed by dividing the total amount raised by the total number of employees*Per capita is computed by dividing the total amount raised by the total number of employees28

Page 26: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Campaign Campaign FUNFUNdraisersdraisers

Special Special FUNFUNdraising Eventsdraising Events Use to wrap up campaignUse to wrap up campaign Bake sales and car washesBake sales and car washes Increases unit per capita achievedIncreases unit per capita achieved Raises moraleRaises morale Have fun!Have fun!

““FUN”draising booklet available online. FUN”draising booklet available online.

29

Page 27: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Unit Project Officer ResponsibilitiesUnit Project Officer Responsibilities LEADERSHIPLEADERSHIP

Ensures CFC campaign gets visibilityEnsures CFC campaign gets visibility Encourages use of Charity Participation (speaker/display)Encourages use of Charity Participation (speaker/display) Discourages prohibited practicesDiscourages prohibited practices Supports KeypersonsSupports Keypersons Briefs and reports to the Agency Project Officer the status of the Briefs and reports to the Agency Project Officer the status of the

campaign. Submits a Weekly Progress Report to APO.campaign. Submits a Weekly Progress Report to APO.

ACCOUNTABILITYACCOUNTABILITY MaterialsMaterials

Distribution and collection of Keyperson Envelopes to Keypersons.Distribution and collection of Keyperson Envelopes to Keypersons. Contents of each Keyperson Envelope is submitted.Contents of each Keyperson Envelope is submitted. Orders Appreciation Gifts from APO and distributes to Orders Appreciation Gifts from APO and distributes to

Keypersons. Keypersons. Review completed audit of envelopes and their contents with Review completed audit of envelopes and their contents with

Keypersons.Keypersons.30

Page 28: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Unit Project Officer ResponsibilitiesUnit Project Officer Responsibilities

ACCOUNTABILITY (cont’d)ACCOUNTABILITY (cont’d) Pledge CardsPledge Cards

Ensures all payroll deduction #1 copies of the pledge card is Ensures all payroll deduction #1 copies of the pledge card is submitted to the payroll office. submitted to the payroll office.

E-Pledging Donors submitted a Confirmation Copy of their E-Pledging Donors submitted a Confirmation Copy of their pledge and Keyperson completed the E-Pledge (Online) form.pledge and Keyperson completed the E-Pledge (Online) form.

Deposit slips Deposit slips Ensure cash/check donations get deposited, validated by a Bank Ensure cash/check donations get deposited, validated by a Bank

of Hawaii Teller, and returned to corresponding envelope.of Hawaii Teller, and returned to corresponding envelope. Establish and track the Recognition awards within your unit. Establish and track the Recognition awards within your unit.

Report awards to APO.Report awards to APO. Submits all completed and audited envelopes to APO.Submits all completed and audited envelopes to APO.

31

Page 29: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Keyperson ResponsibilitiesKeyperson Responsibilities

LeadershipLeadership Ensure campaign gets visibilityEnsure campaign gets visibility Report to the Unit Project Officer the status of the campaign via Report to the Unit Project Officer the status of the campaign via

the weekly status reportsthe weekly status reports Encourage participation of charities.Encourage participation of charities.

EducationEducation Attend Keyperson TrainingAttend Keyperson Training Learn about CFC so you can answer questions.Learn about CFC so you can answer questions.

AskAsk Prepares and holds a donor education brief. Prepares and holds a donor education brief. Ask each person (100% Face-to-Face contact) to give by providing Ask each person (100% Face-to-Face contact) to give by providing

a pledge cards. Allow accessibility to a Charity List.a pledge cards. Allow accessibility to a Charity List.

32

Page 30: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Keyperson ResponsibilitiesKeyperson Responsibilities(cont’d)(cont’d)

Ask (Continued)Ask (Continued) Encourage payroll deduction. A little each pay period makes a big Encourage payroll deduction. A little each pay period makes a big

difference!difference! Be prepared to answer donor’s questions. Be prepared to answer donor’s questions. Retrieve all pledge cards – used and unused. Retrieve all pledge cards – used and unused. Ensure accuracy of pledge card (legible, math correct, etc).Ensure accuracy of pledge card (legible, math correct, etc).

Thank everyone!Thank everyone! Distribute Appreciation Gift to Eagle and Super Eagle giversDistribute Appreciation Gift to Eagle and Super Eagle givers Print CFC Thank you Cards. Send memos or emails. Print CFC Thank you Cards. Send memos or emails.

Manages the Keyperson Envelope(s). Manages the Keyperson Envelope(s). Completes the Keyperson Envelope and sign Keyperson’s Final Completes the Keyperson Envelope and sign Keyperson’s Final

Report. Report. Return all envelopes to Unit Project Officer or Agency Project Return all envelopes to Unit Project Officer or Agency Project

Officer (if UPO is unavailable).Officer (if UPO is unavailable).33

Page 31: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Keyperson Envelope Keyperson Envelope ContentsContents

All envelopes should contain the following:All envelopes should contain the following:

One (1) Keyperson Final ReportOne (1) Keyperson Final Report 25 Numbered Pledge Cards25 Numbered Pledge Cards One (1) Bank of Hawaii Deposit SlipOne (1) Bank of Hawaii Deposit Slip One (1) Small Point of Contact PosterOne (1) Small Point of Contact Poster One (1) Lost Pledge Card FormOne (1) Lost Pledge Card Form One (1) Keyperson GuideOne (1) Keyperson Guide Two (2) Charity ListsTwo (2) Charity Lists

34

Page 32: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Keyperson’s EnvelopeKeyperson’s Envelope

35

Page 33: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Charity ListCharity List

36

Page 34: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Charity ListCharity List SectionsSections

Table of ContentsTable of ContentsCFC InformationCFC InformationAlpha Index of CharitiesAlpha Index of CharitiesInternational CharitiesInternational CharitiesLocal Charities (~200)Local Charities (~200)National CharitiesNational Charities

37

Page 35: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Charity ListCharity List How did the charities get in there?How did the charities get in there?

Criteria in the federal register (regulations)Criteria in the federal register (regulations) IRS determination of non-profit status (501C3)IRS determination of non-profit status (501C3) Tax Form 990Tax Form 990 Financial Audit (revenues greater than $100,000)Financial Audit (revenues greater than $100,000) Local charities must be local Local charities must be local

All applications are screened by federal employeesAll applications are screened by federal employees OPM - Office of Personnel ManagementOPM - Office of Personnel Management

National and International charitiesNational and International charities FEB – Federal Executive BoardFEB – Federal Executive Board

Local charitiesLocal charities

38

Page 36: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

39

Must Visit WebsitesMust Visit Websites Hawaii-Pacific Area CFC official website:Hawaii-Pacific Area CFC official website:

www.cfc-hawaii.orgwww.cfc-hawaii.org

U.S. Army Pacific (USARPAC) 2012 CFC U.S. Army Pacific (USARPAC) 2012 CFC website:website:

https://community.apan.org/2012_hawaii-pacific_area_cfc/default.aspx

Hawaii-Pacific Area CFC Facebook Page: Hawaii-Pacific Area CFC Facebook Page: Search for: Search for: Hawaii-Pacific Combined Federal Hawaii-Pacific Combined Federal Campaign.Campaign.

Page 37: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

CFC - Hawaii-Pacific AreaBLDG: 443 Warner RdFort Shafter, HI 96858-5100

Vet Clinic

Thrift Shop

2012 CFC Warehouse

Page 38: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx
Page 39: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

DiscussionDiscussion

QuestionsQuestions If you have one, someone else may have If you have one, someone else may have

the same one. This is the time to ask!the same one. This is the time to ask!

QuizQuiz

42

Page 40: Training Brief Agency Project Officers One Team: Making a Difference 1  pacific_area_cfc/default.aspx

Thank You!Thank You!

You are the CFC lifeline between the You are the CFC lifeline between the people who need your help and the people who need your help and the people who can help.people who can help.

43