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IPO, UPO & Keyworker Training. 2014. CFC Overview Pikes Peak CFC Overview Campaign Team Overview Team Member Role & Responsibilities Campaign Timeline Solicitation Tips, Tools & Activities Giving Methods Break Pledge Collection & Reporting PII & OSI Security Tips & Tools Q&A.

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overview

CFC Overview

  • Pikes Peak CFC Overview
  • Campaign Team Overview
    • Team Member Role & Responsibilities
  • Campaign Timeline
  • Solicitation Tips, Tools & Activities
  • Giving Methods
  • Break
  • Pledge Collection & Reporting
  • PII & OSI Security
  • Tips & Tools
  • Q&A

Overview:

Thank you for partnering with the CFC!

2

slide3

CFC

  • Established by Executive Order in 1961. Signed by President John F. Kennedy
  • Largest workplace giving campaign in the world and only campaign authorized to solicit and collect contributions from federal employees on behalf of charitable organizations

Thank you for partnering with the CFC!

3

cfc regulations rules overview

100% Awareness

  • 100% Opportunity
  • 100% Follow-Up
  • No Coercion
  • PII & OSI Compliance
  • 5CFR Part 950
  • OPM Directives
  • OPM Memorandum
  • GAO Directive
  • Agency Ethics Rules

CFC Regulations Rules Overview

Thank you for partnering with the CFC!

4

3 cs of cfc

3 Cs of CFC

  • Choice – Employees designate to the charity than means the most to them
  • Convenience – Most agencies provide electronic pledging through payroll deduction which make larger gifts possible
  • Confidence - OPM and LFCC oversight; annual independent audit; random OIG audits

Thank you for partnering with the CFC!

campaign timeline

Recommended Timeline

  • (Most Effective & Efficient)
  • Plan for a “campaign solicitation window”
  • Establish a kick-off and closing date
  • Include a mid campaign and final blitz
  • Schedule regular meetings to collect contributions and to evaluate what’s working and what’s not working
    • For PII compliance contribution collections should be weekly

Campaign Timeline

Thank you for partnering with the CFC!

6

pikes peak cfc organizational chart

Pikes Peak CFC Organizational Chart

Executive Committee

Regional Military Installation Senior Commanders & Federal Agency Directors

PCFO

Board of Directors

Campaign Director

LFCC

Regional Military and Federal Agency Reps

Installation Project Officers

Unit Project Officers

100 or more employees

Volunteer Assistants

Key Workers

1 per every 25

Thank you for partnering with the CFC!

7

Charitable Organizations

campaign team overview

Military Installation Project Officer (IPO)

  • Department or Mission Element Project Officers (MEPO/UPOs)
  • Keyworkers (1:25)
  • Event & Activities Volunteers
  • Finance Officer//Payroll Coordinator
  • Communications Officer

Campaign Team Overview

8

Thank you for partnering with the CFC!

campaign team roles

Installation Project Officer (IPO)

  • Installation Team Leader!
  • Recruit the Department/Directorate/Division Chairs
  • Create the Campaign Plan for Facility/Installation
  • Implement Campaign Activities
    • Kick Off Event
    • Rally
    • Fundraisers
  • Oversee Keyworkers (solicitors)
  • Recruit Volunteer Assistants
    • Finance Officer
    • Public Relations/communications Coordinator
    • Events Coordinator
  • Motivate & Inspire Team
  • Contribution Collections, Reconciliation & Reporting
  • Campaign Reporting
    • Overall Campaign Activities
    • Pledge & Giving Activities

Campaign Team Roles

9

Thank you for partnering with the CFC!

campaign team

Mission Element & Unit Project Officers

  • Mission Team Leader!
  • Recruit the Department/Agency/Division Team
  • Create the Campaign Plan
  • Inspire
  • Motivate
  • Campaign Reporting
  • Campaign Follow Up

Campaign Team

Thank you for partnering with the CFC!

10

campaign team roles1

Campaign Team Roles

Keyworker

  • Solicits Mission 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

11

Thank you for partnering with the CFC!

campaign team roles2

Campaign Team Roles

  • Support Volunteers
  • 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
  • Maintain PII Compliance

Thank you for partnering with the CFC!

12

campaign team best practices

Campaign Team Best Practices

  • Secure Top-Down Support
  • Set a Timeline and Goal
  • Create Awareness
  • Coordinate a Solicitation Process
  • Incorporate Fun
  • Say “Thank You”

Thank you for partnering with the CFC!

13

pikes peak cfc strategic plan

Pikes Peak CFC Strategic Plan

  • Stephen Covey – The 8th Habit “From Effectiveness to Greatness”
    • Create culture for giving
    • Create campaign ownership
    • Educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness)
    • Integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.)
    • Increase participation by attracting/cultivating new donors
    • Increase donations
    • Enhance the giving experience
    • Link donors and human health & welfare program recipients

14

pikes peak region cfc strategic plan

Pikes Peak Region CFC Strategic Plan

  • Strategic Plan Implementation

Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet—therein lies your voice, your calling, your soul’s code.”

Thank you for partnering with the CFC!

15

cfc strategic plan

CFC Strategic Plan

  • The 8th Habit Applied:

“Find your voice”…

and inspire others to find theirs.”

Thank you for partnering with the CFC!

16

2014 campaign theme

2014 Campaign Theme

Printed Materials

My Story…My Choice…My Pledge

Website

  • Designed to connect federal employees
  • with charity services and benefits.
  • This theme will be on all promotional
  • material that goes to the Federal employees.

11

Thank you for partnering with the CFC!

promotional materials

Promotional Materials

  • Poster

Thermometer

Pikes Peak CFC

www.peakcfc.com

Get Your Give ON-Line

Online Flyer

Post It Note

Thank you for partnering with the CFC!

18

videos

Videos:

  • Tools
    • Training – “More Than Just a Bill”
      • Answers FAQs
    • Promoting – My Story Testimonials
    • “Thank you Feds”
    • Additional - “I Make It Possible”
      • link to CFC National Foundation website CFCToday:
      • http://www.cfctoday.org/_root/index.php?main_menu_id=1&content_id=5259

Thank you for partnering with the CFC!

19

campaign activities

Campaign Activities

  • IPO/UPO Campaign Implementation:
  • Receive materials
    • Coordinate delivery & distribution
    • Post promotional posters
    • Distribute pledging tools
      • Charity brochure
      • Pledge form
    • Begin promotional e-blasts

20

Thank you for partnering with the CFC!

solicitation activities

Solicitation Activities

  • Promote Campaign: 1 Oct – 21 Nov
    • Event Implementation
      • Staff Meetings or Commander’ Call
      • “Mini Kick-Offs” at Staff Meetings or Commanders Calls
        • Target timeframe: Oct
        • Videos
          • Thank You Feds video
          • I Make It Possible
  • Coordinate Charity Speaker logistics (base security entrance)
    • Charity Speakers list – www.peakcfc.com
    • Terri’s Poem – Posted on website
    • Peer Testimonials

21

Thank you for partnering with the CFC!

solicitation timeline

Consolidated Solicitation Window

  • (Most Effective & Efficient)
  • Solicitation Compliance
    • Week 1 – 100% Awareness (Installation wide)
      • Kickoff Event/Activity
    • Week 2 – 100% Opportunity
      • Group Presentation (KW Department/Unit)
    • Week 3 – 100% Follow Up
      • One-on-One Follow UP
      • Collect Pledges
    • Week 4 – 6 Follow Up

Solicitation Timeline

Thank you for partnering with the CFC!

22

solicitation timeline1

Recommended Six Week Solicitation

  • (Most Effective & Efficient)
  • Solicitation:
    • Week 4 – Mid Campaign Blitz
    • Week 5 – Reporting & Campaign Assessment
    • Week 6 – Final Blitz & Collections

Solicitation Timeline

Thank you for partnering with the CFC!

23

solicitation activities1

National Mid Campaign Blitz: November 17 - 21

    • Get Your Give ON-Line
      • National campaign promotion
        • E-blasts
        • Flyers
      • Simplest means of giving
        • CFC Nexus
        • Employee Express
        • myPay

Solicitation Activities

Thank you for partnering with the CFC!

24

campaign activities1

Final Blitz

  • December 1- December 15
    • Regulated end of solicitation on Dec 15
      • Online systems turned off
    • Last call to submit your pledge reminder
  • Any outstanding contributions should be received by finance officer by December 16
  • PCFO final turn-in on December 17

Campaign Activities

solicitation tools

Tools

    • CFC Website: www.peakcfc.com
      • Searchable Charity Database
      • Links to online giving sources (myPay, EEX & Nexus)
      • 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

Solicitation Tools

Thank you for partnering with the CFC!

26

solicitation tips

Solicitation Tips

  • Tips
    • The Number One Reason People don’t Give…they weren’t asked
        • Ask sincerely
    • 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

Thank you for partnering with the CFC!

27

solicitation tips1

Solicitation Tips

  • Tips
    • CFC Focus Group Results
      • Newer employees need education about what CFC is
      • Employees felt inundated with too long of a solicitation

Thank you for partnering with the CFC!

28

charity structure

Charity Structure:

Local

National

International

Federations

Independents

Federations

Independents

Federations

Independents

Fed Members

Fed Members

Fed Members

Online Universal Giving

Includes local charities for all CFC geographic regions

Thank you for partnering with the CFC!

universal giving

Universal Giving

  • Beginning with the 2014 Combined Federal Campaign, all campaign regions must offer donors the opportunity to give through Universal Giving—the ability to donate to any national, international, or local charity not denied participation in the CFC.
  • Universal giving provides federal employees with the option to give
  • to any participating CFC charity they choose, without regard to geographic boundaries.
  • Universal Giving is available in the Federal eGiving portal: myPay
    • It is also available in the web-based NEXUS eGiving platform.
  • For traditional paper pledging the universal charity list is located

at the OPM link: https://apps3.opm.gov/CFC/CharitySearch/Main.jsp

30

giving methods

Giving Methods

  • Online: MyPay
  • Online: CFC Nexus
    • Credit Card Giving
  • CFC Paper Pledge Form

31

giving methods1

Giving Methods

  • One Time Gifts:
  • Credit Card ONLY
  • Cash, Check

Traditional pledge form (hard copy or PDF)

Thank you for partnering with the CFC!

32

online giving

Online Giving

  • CFC is moving towards 100% online giving
  • Why:
    • Increased donor confidentiality
    • Reduced administrative workload
    • Reduced possibility of administrative errors associated with paper pledge form processing
    • Reduces campaign costs
      • Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities

33

pledging materials

Pledging Materials

www.peakcfc.com

Get Your Give ON-Line

One time credit card, cash or check

__ __ __ __ __ __ __ __ __ __

Turn in the portion of form to Keyworker

Reoccurring Payroll deduction

Installation: ___________________ Donor: _____________________

Unit Name: ____________________ Unit Code: __________________

Gift Level)

Eagle Silver Eagle Golden Eagle

I prefer not to receive a donor appreciation gift.

Pikes Peak CFC

Get Your Give ON-Line

Pledge Form

Online Giving Flyer

Brochure

Appreciation Award Confirmation

34

Thank you for partnering with the CFC!

giving methods2

Giving Methods

  • Reoccurring Gift:
  • Payroll Deduction – 90% of campaign
    • myPay
      • DoD Military and Active Duty Civilians
      • Independent Defense Agencies
      • EPA, Dept of Energy, HHS, VA
    • Nexus Payroll Deduction – All Other Personnel

Thank you for partnering with the CFC!

35

pledging online

Pledging Online

  • CFC Website: www.peakcfc.com

To practice: https://emssdemo.dfas.mil/MYPAY.ASPX

Login ID 999999991, Password Xma$1225

pledging

Pledging

  • Ways to Contribute
    • myPay Online: Payroll deduction only
    • myPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season
    • Pikes Peak CFC Website links to myPay
      • myPay Overview
        • Login: https://mypay.dfas.mil/mypay.aspx
        • Select CFC option
        • Search for charities (not recommended; times out)
        • Pledge
        • Confirmation

Thank you for partnering with the CFC!

37

pledging1

Pledging

  • Ways to Contribute
    • myPay - The platform will be used until national systems are introduced by OPM in the future.
      • DOD
        • Military
        • Civilian
    • myPay - Used across three payroll systems:
        • DCPS (Civilians)
        • DJMS (Army, Navy and Air Force)
        • MCTFS (Marines)

Thank you for partnering with the CFC!

38

slide39

myPay Pledging

Combined Federal Campaign on Main Menu

Thank you for partnering with the CFC!

39

slide40

myPay Pledging

Donor selects

“Add New Contribution”

Thank you for partnering with the CFC!

40

slide41

myPay Pledging

Key Training Point

The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel . Those donors must be provided their 4-digit Campaign Code (0140)

All other donors’ campaign information will be automatically populated

Thank you for partnering with the CFC!

41

slide42

myPay Pledging

Entering an invalid campaign code will result in an error message;

Enter 0140

Thank you for partnering with the CFC!

42

slide43

myPay Pledging

Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing

Other donors will not see this screen

Pikes Peak Region 0140

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myPay Pledging

Donor selects donation amount per pay period/month

Key Training Point

Maximum allowable total donation for military personnel is $833/month. For donations higher than that, military donors should use a paper pledge form

44

Thank you for partnering with the CFC!

slide45

myPay Pledging

The donor enters the per pay period or per month donation amount

45

Thank you for partnering with the CFC!

slide46

myPay Pledging

Balance remaining is automatically calculated

Donor has the option to continue or add / delete charities

46

Thank you for partnering with the CFC!

slide47

myPay Pledging

Key Training Point

For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office Code

your code, enter here:

DCAA,

DCMA,

FCCO,

HQ AFSPC,

N-NC

21SW & MS,

SAFB

USAFA

Pledge summary is displayed;

undesignated funds are automatically calculated and displayed

Unit Codes provided website: http://www.Pikes Peakcfc.org/_root/index.php?content_id=5119

47

slide48

Pledging

Final review and opportunity for donor to confirm intent

Thank you for partnering with the CFC!

48

slide49

Pledging

Donor receipt copy. Up to five charities are listed on Page 1

Thank you for partnering with the CFC!

49

slide50

Pledging

Key Training Point

Donor can view print PDF pledge form for recordkeeping.

Donor will complete epleding flyer pledge confirmation form

Key Training Point

No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping.

Thank you for partnering with the CFC!

50

pledging2

Pledging

  • Online Assisted Giving:
    • NEXUS Online: Available to anyone that myPay is not available to
      • 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

51

pledging3

Pledging

  • Online Assisted Giving:
      • Pikes Peak Website links to NEXUS
      • NEXUS IS WEB-BASED;
        • DOES NOT TIE DIRECTLY TO A GOV’T PAYROLL SYSTEM
        • PAYROLL ALLOTMENT NOT RECOMMENDED
          • PLEDGES MUST STILL BE MANUALLY PROCESSED
    • Nexus was originally developed because of donor demand to give electronically
    • Nexus has the capability to upload directly into any payroll system BUT OPM does not authorize it to do so
    • Manual processing means it is currently functions as “online assisted giving”

52

cfc nexus

CFC NEXUS

  • Pledge Training link:https://www.cfcnexus.org/_root/

53

Thank you for partnering with the CFC!

cfc nexus1

CFC Nexus

  • CFC NEXUS
    • Pledging
        • Demo Link: 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!

54

pledging4

Pledging

Traditional Pledge Form

  • Hard copy/PDF Fill-in - Payroll Deduction, check or cash

Available both in hard form and online as PDF fill-in form

Thank you for partnering with the CFC!

55

pledge form

Pledge Form

Thank you for partnering with the CFC!

56

pledging5

Pledging

  • 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!

57

thank you awards

Thank You Awards

Any Gift Level

$759 - $999

$1000 - $1249

$1250+

  • Online contributors print a tracking form and submit it
  • Traditional pledge form – request on pledge form
  • Donors don’t give for the donor gift, though they can easily feel slighted if promised something they don’t receive

Thank you for partnering with the CFC!

58

donor appreciation award tracking

PCFO Tracking Form Provided for UPOs & 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 UPO
    • Keyworkers also submit Thank you gift ledger electronically to UPO
    • Finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger

Donor Appreciation Award Tracking

Thank you for partnering with the CFC!

59

donor appreciation award tracking1

Donor Appreciation Award Tracking

Get Your Give ON-Line

One time credit card, cash or check

Reoccurring Payroll deduction

Installation: _______________ Unit Name:_____________________ Unit Code:________

Donor Name:____________________ E-Mail:__________________________

Gift Level: General Eagle Silver Eagle Golden Eagle

I prefer not to receive a donor appreciation gift.

Provided online for donor to print out and submit

Thank you for partnering with the CFC!

60

donor appreciation award tracking2

Donor Appreciation Award Tracking

Thank you for partnering with the CFC!

61

donor appreciation award tracking3

Donor Appreciation Award Tracking

  • Traditional Form
  • Donor fills out and submits donor contribution confirmation form when contributing online
  • Keyworker uses tracking ledger to create list of donor gift needs
  • Keyworker send tracking ledger electronically to UPO
  • Keyworker reports gifts needed on report envelope for turn-in
  • UPO tracks Unit gift needs on master tracking form and submits to finance officer

Thank you for partnering with the CFC!

62

donor appreciation award tracking ledger

Donor Appreciation Award Tracking Ledger

Thank you for partnering with the CFC!

63

turn in flow chart

Turn-In Flow Chart

Thank you for partnering with the CFC!

64

keyworker turn in pledge preparation

KeyWorker Turn-In Pledge Preparation

  • Collect pledges weekly
    • 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
    • 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
    • Report totals of each pledge type (cash, check and traditional payroll pledges) on report envelope ONLY;
    • Report number of gifts requested on report envelope

65

campaign reporting

Contribution Collections Tips

    • Keyworkers Collect Contributions &/or Confirmation Forms Weekly
      • PII & OSI Compliance –remove cover when submitting in envelope
      • KeyWorkers make regular time to turn in report envelope with UPO
      • Ensure your turn-in leaves plenty of time for both KeyWorker and UPO to verify envelope content and sign off on report envelope for chain of custody (IG compliance)
      • Recommend one day prior to Finance Officer turn-in

Campaign Reporting

66

Thank you for partnering with the CFC!

keyworker turn in

KeyWorker Turn-In

  • 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
    • Confirm # of gifts requested
    • Sign off on report envelope once content and report accuracy are verified

Thank you for partnering with the CFC!

67

key worker turn ins

Key Worker Turn-Ins

NEXUS cash & Check Forms ONLY – Not Promoting but may receive

Traditional Forms

Campaign ReportingThe 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)

Thank you for partnering with the CFC!

68

key worker turn in

Key Worker Turn-In

Pledge Form Gift Request

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.

Campaign ReportingTraditional form gift requests, Nexus, EEX & myPay award appreciation confirmation forms are collected and recorded on the envelope.

Keyworker retains confirmation form with ledger

Thank you for partnering with the CFC!

69

key worker turn ins1

Key Worker Turn-Ins

Thank you for partnering with the CFC!

70

mission unit project officer turn in

Mission/Unit Project Officer Turn-In

  • Finance Officer Collection from Mission/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 subsectionsshould 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.

71

why do i have to do all of this

1. OIG tracking

    • All pledge envelopes must be accounted for at all times
      • If pledge envelopes were to be misplaced, the ECC/IPO would know from the ledger what envelopes were unaccounted for
      • If the PCFO were to misplace envelopes the hub director could go back to the Ledger to track the date of the turn-in.

Why do I have to do All of This

Thank you for partnering with the CFC!

73

pii compliance

OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum

PII Compliance

  • 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.

Thank you for partnering with the CFC!

74

pii compliance1

OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum

PII Compliance

  • 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

Thank you for partnering with the CFC!

75

pii compliance2

OPM Personal Identifying Information (PII) & Other Sensitive Information (OSI) Memorandum

PII Compliance

  • 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 atcfc@opm.govto OPM.

Thank you for partnering with the CFC!

76

pii compliance3

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 athttp://www.us-cert.gov/federal/reportingRequirements.html) and providing notification to victims of PII or OSI breaches, as appropriate.

PII Compliance

Thank you for partnering with the CFC!

77

solicitation conclusion

Solicitation Conclusion

  • 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- 20
    • Ensure Donors receive appreciations awards

Thank you for partnering with the CFC!

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campaign recognition

Campaign Recognition

  • 2014 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

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Q&A:

  • Questions?

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