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NORCAL Region

NORCAL Region. 2014 Loaned Executive Training. CFC Local Federal Coordinating Committee Representative. Welcome. Francine Roby, M.A., Executive Director San Francisco Bay Area Federal Executive Board (FEB)

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NORCAL Region

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  1. NORCAL Region 2014 Loaned Executive Training

  2. CFC Local Federal Coordinating Committee Representative Welcome Francine Roby, M.A., Executive DirectorSan Francisco Bay Area Federal Executive Board (FEB) The FEB Office and Gail Castaneda and Francine Roby have moved effective 8/25/14. Please use this contact information below: Email: roby.francine@dol.gov castaneda.gail@dol.gov Phones: Francine: 415-625-7723              Gail: 415-625-2461 Address: SAN FRANCISCO FEDERAL EXECUTIVE BOARD (FEB)                90 7TH STREET, SUITE 18-300                SAN FRANCISCO CA 94103 

  3. Who are You? Loaned Executive Team Introductions • Who you are • What agency you represent • Why you got involved • What you expect to get out of the experience Thank you for partnering with the CFC!

  4. Principal Combined Funding Organization (PCFO) Regional Fundraising Support Team Introductions Antoinette “Toni” Taylor Project Director, Loaned Executive Program Leader Hub Director – AF Bases Northern Calif. & surrounding areas tonitaycfc@gmail.com 916-790-4966 Clarence Benjamin Hub Director Sacramento/Central Valley clarebjr.cfc@gmail.com 415-571-4670 Angela Cleo Smith Hub Director San Francisco & surrounding areas angcleocfc@gmail.com 510-927-7511 Dee Sutton Hub Director East Bay/South Bay deesuttoncfc@gmail.com 415-571-4285

  5. Principal Combined Funding Organization (PCFO) Administrative Support Team Introductions Doug Bannick Chief Financial Officer Bannick@aol.com (650) 712-1988 Barbara Barfield Executive Director BarbaraBarfield@comcast.net (719) 531-5501 Jen Weems Online Giving Support Manager CFConlinegivingsupprt@comcast.net (720)-999-1015 Irma Jones Operations Manager norcalcfc@comcat.net 415-571-4149

  6. Training AgendaMorning Session • CFC Overview • History & Story • Structure • Regulations • Campaign Cycle • Trends & Challenges • Strategic Planning • Loan Executive (LE Overview) • ECQs/Stephen Covey- The Eighth Habit • NorCal CFC Structure • NorCal CFC Overview • Campaign Leadership Preparation • 2014 Campaign Theme • 2014 Promotional Material/Resources Thank you for partnering with the CFC!

  7. CFC Overview • The Combined Federal Campaign (CFC) is the annual fund-raising drive conducted by Federal employees in their workplace each fall. • Only authorized solicitation on federal premises • OPM provides regulations, oversight and guidance • Strict charity eligibility standards • One campaign – once per year • Designation campaign – feds select the charity of their choice • The CFC is exclusively for: • Civilian Federal Employees, Military Personnel, U.S. Postal Employees • Can give through payroll deduction, cash or check Thank you for partnering with the CFC!

  8. Why CFC • Prior to the 1950’s, on the job fundraising in the federal workplace was an uncontrolled free-for all. Agencies, charities, and employees were ill-used and dissatisfied. • Eliminates year-round solicitation by charitable organizations of Federal employees in the Federal workplace • CFC offers a donor the convenience of using payroll deduction to make charitable contributions. • The magic of payroll deduction; it’s: • Simple • Easy on the pocketbook • Effective Thank you for partnering with the CFC!

  9. CFC History Overview • Complete history & campaign story: http://www.opm.gov/combined-federal-campaign/ • The Early Years Overview • Fundraising in the early Federal workplace can be traced back to the late 1940’s • Prior to the 1950’s, problems were: • No specific period of charitable solicitation; • They were done throughout the year. • Quotas for agencies and individuals were freely established • Supervisors applied pressure to employees. • Designations were not allowed. Thank you for partnering with the CFC!

  10. CFC History Overview • The Early Years Overview Continued • In 1961 - President Kennedy gave formal authority to permit fundraising in the Federal workplace and authorized the U.S. Civil Service Commission to develop guidelines and regulate fundraising in the Federal service. • In 1964 - The first “combined” called CFC were conducted in select federal locations • In 1971 - President Nixon announced that the CFC would be the uniform fundraising method for the Federal Service. • It continues to be the largest and most successful workplace philanthropic fundraising model in the world. Thank you for partnering with the CFC!

  11. 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!

  12. CFC Structure: OPM Executive Committee Federal Agency Heads & Military Senior Commanders PCFO Regional Director Ms. Barbara Barfield Hub Directors Dee Sutton Clarence Benjamin Angela Cleo Smith Antoinette “Toni” Taylor LFCC Regional Federal Agency and Military Reps Agency Coordinators & Installation Project Officers Department/Unit Project Officers Key Workers 1 per every 25 Charitable Organizations Thank you for partnering with the CFC!

  13. Charity Structure: Local National International Federations Independents Federations Independents Federations Independents Fed Members Fed Members Fed Members Online Universal Giving Thank you for partnering with the CFC!

  14. 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 portals—Employee Express (EEX) and myPay— • It is also available in the web-based NEXUS eGiving platform. • For traditional paper pledging the universal charity list is located on the OPM website: • https://apps3.opm.gov/CFC/CharitySearch/Main.jsp

  15. CFC Regulations • 5 CFR 950 • 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) • DoD Directives 503501 • DoD Directive 503505 • Air Force Regulations (AF36-3101) • Army Regulations (AR600-29) • Guidance from Specific Agencies • Ethics Officer • General Council Thank you for partnering with the CFC!

  16. CFC Rules • 100% Awareness • 100% Opportunity • 100% Follow Up • No Coercion • No PII Breaches Thank you for partnering with the CFC!

  17. 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. • 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. • 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 PII Compliance Thank you for partnering with the CFC!

  18. 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. 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. • OSI whether physical or electronic • 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. PII Compliance Thank you for partnering with the CFC!

  19. CFC Campaign Cycle • Mar 2014 – June 2014: Charity applications; Strategic Planning, Campaign Theme Selection; Select Gifts; • July 2014 – Aug 2014: Approve Gifts; Installation Campaign Plans; Plan Events, Approve Campaign Materials; Agency & Installation Team Recruitment; Campaign & Solicitation training • Sept 2014 – Dec 2014: Support Campaign Team; Promotional Events; Campaign Solicitation; Collection/Reconciliation/Campaign Reports; Event Evaluations; Pledge Processing; Donor Follow–Up; Gift Track & Distribution • Jan 2015 – Mar 2015: Data Processing; Campaign Reconciliation Campaign Hot wash; • Mar 2015 – Sept 2016: Charity Reports; OPM reports; Distributions; Compliance Audit; Financial Audit Thank you for partnering with the CFC!

  20. CFC Trends & Challenges • Average gift continues to increase while participation continues to decrease • Baby Boomers Retiring – transitioning demographics • Decreasing Volunteer Base - Downsizing government personnel/more contracting • PII Security Issue & Processing Inefficiency – Traditional paper pledges • Inefficiency – Local campaign geographic boundaries • Ineffective – Lack of immediate donor feedback Thank you for partnering with the CFC!

  21. CFC Strategic Planning • Campaign region consolidation • Oversight consolidations • Centralized training • Website consolidation • Pledge processing consolidation • Young donors forum • Social Media Communications • Develop an electronic campaign (100% Online Giving within 5 years) • Immediate Disaster Relief (2016) • New hire giving within 90 days of hire Thank you for partnering with the CFC!

  22. Focus: Campaign Engagement • Virtually Connect Personnel to CFC Charity Causes • Engage Newer Personnel & Young Federal Employees • Team Development/Training Thank you for partnering with the CFC!

  23. OPM Loaned Executive Program • Loaned Executive Program: The Loaned Executive program was initiated in 1971 by Presidential Order. • A Loaned Executive is a Federal Employee that is "loaned" by their agency to work on the CFC. • The Loaned Executive is usually relieved of all work duties for the period they are working on the CFC. • The role of a Loaned Executive is to conduct all solicitations among the federal employees in a campaign area. • They are usually trained by the PCFO and work out of the PCFO during the campaign period. Thank you for partnering with the CFC!

  24. CFC Integration of Executive Core Qualifications (ECQ’s) • ECQ’s • ECQ 1: Leading Change • ECQ 2: Leading People • ECQ 3: Results Driven • ECQ 4: Business Acumen • ECQ 5: Building Coalitions Thank you for partnering with the CFC!

  25. Getting out of that “Comfort Zone” Thank you for partnering with the CFC!

  26. Thinking “Outside the Box” • Do you feel trapped? OR Are you thinking you should try getting out: Thank you for partnering with the CFC!

  27. Campaign Region Identifier: 0106 • 40 Counties: Alameda Humboldt Placer Siskiyou Alpine Lake Plumas Solano Amador Lassen Sacramento Sonoma Butte Marin San Benito Stanislaus Calaveras Mariposa San Francisco Sutter Colusa Mendocino San Joaquin Tehama Contra Costa Merced San Mateo Trinity Del Norte Modoc Santa Clara Tuolumne El Dorado Napa Shasta Yolo Glenn Nevada Sierra Yuba • Approximately 100,000 Federal Employees & Military Personnel • Nationally Recognized for Innovation Award NORCAL CFC OVERVIEW: Thank you for partnering with the CFC!

  28. NORCAL CFC OVERVIEW • PCFO Strategic Plan • To educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness) • To integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.) • To develop a working campaign theme that employees can relate to and identify with • To increase participation by attracting/cultivating new donors • Develop younger donor engagement • To increase donations • To enhance the giving experience • To link donors and human health & welfare program recipients Thank you for partnering with the CFC!

  29. NORCAL CFC OVERVIEW • Strategic Plan Implementation – Apply Covey’s 8th Habit 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!

  30. The 8th Habit Applied • “Find your Voice…” The 8th Habit Stephen R. Covey Thank you for partnering with the CFC!

  31. The 8th Habit Applied • …“And inspire others to find theirs” The 8th Habit Stephen R. Covey • The leadership challenge Thank you for partnering with the CFC!

  32. The 8th Habit Applied • Covey Voices • The Voice of influence and drive • The Voice of trust • The empowering Voice • The Voice of execution • Using our Voices wisely to serve others The 8th Habit Stephen R. Covey Many Voices Thank you for partnering with the CFC!

  33. The 8th Habit Applied Talent Your natural gifts and strengths The 8th Habit Stephen R. Covey VOICE Unique, personal significance Passion Those things that naturally energize, excite, motivate and inspire you Need Including what the world needs to pay you for Conscience That still, small voice within that assures you of what is right and that prompts you to actually do it Thank you for partnering with the CFC!

  34. The 8th Habit Applied • Covey: From Effectiveness to Greatness • Create Significance • Provide Fulfillment • Develop Excitement • Implement a Shared Vision The 8th Habit Stephen R. Covey Thank you for partnering with the CFC!

  35. NORCAL CFC OVERVIEW • Campaign Statistics Review • 2013 • Raised $3,147,469 • 10.7% Participation • $341.34 Average Gift • Culture: Sequestration, Furloughs, Government shut down • 2012 • Raised $4,093,173.34 • 18.6% Participation • $302 Average Gift Thank you for partnering with the CFC!

  36. NORCAL CFC OVERVIEW • Campaign Set-Backs • 2013 • Administration Transition • New Practices, Policies & Procedures Put in Place • Underwent a Multi-Year OIG Audit ( 2005 – 2012) • Campaign Reboot following Government Shut Down • Fostering of Online Giving Thank you for partnering with the CFC!

  37. NORCAL CFC OVERVIEW Campaign Set-backs cont… • Current Social & Economic Conditions • Economy • Campaign Impact • Charity Impact • Federal Agency/Military Installation Culture • Budget reductions • Hiring Freezes • Pay Freezes • DoD Pink Slips Thank you for partnering with the CFC!

  38. NORCAL CFC OVERVIEW • Next Steps! • 2014 • Continue Administration Transition • Additional Leadership Support Personnel • Corrective Action OIG Report • Focus Areas – Young/New Employees • Social Media • Universal Giving • Deeper Integration of Online Giving • Green Campaign (paperless a much as possible) Thank you for partnering with the CFC!

  39. Campaign Leadership Preparation • Stakeholders: • Who are our Stakeholders? • Federal Employees & Military Personnel • Donors • Non Donors • Local Federal Coordinating Committee (LFCC) • Office of Personnel Management (OPM) • Charity Partners • Determine • What are their needs • How do we meet their needs through the CFC? Thank you for partnering with the CFC!

  40. Campaign Leadership Preparation • Timeline Synopsis Aug Oct Nov Sept Dec PREPARE RUN CAMPAIGN REPORT Jan Donor Follow-Up Team Recruitment Prepare Campaigns Official End of Campaign 12/15/14 Campaign Events Campaign ECC/KW Training Begin Solicitation 10/01/14 Wrap Up Solicitation 11/26/14 LE Campaign Training Final Pledge Forms to Payroll Offices Thank Yous! Thank you for partnering with the CFC!

  41. Campaign Leadership Preparation Overall Timeline Aug - September • Team Building & Training • Materials Distribution – boxing completed ASAP • Traditional Materials • Posters & Flyers – Distributed at Coordinator/Keyworker Training • Brochures & Pledge forms boxed according to personnel strength • Also available in PDF format on website • Thank you gifts – provided at turn-ins • LE Materials Distribution Thank you for partnering with the CFC!

  42. Campaign Leadership Preparation • Overall Timeline Cont… • Oct– Dec • Promote Campaign • Posters/Flyers • Email Blasts • Internal Newsletters • Ongoing Website Activities Updates • Social Media Communications • Young Forum Activities • Volunteer Opportunities • Leadership Opportunities Thank you for partnering with the CFC!

  43. Campaign Leadership Preparation • Overall Timeline Cont… • Oct 1– Nov 26 • Implement Solicitation • Kick Off Events • Agency Rallies • Group Presentations • Charity Speakers • Employee Testimonies • One-on-One Solicitation • One-on-One Solicitation Follow Up Thank you for partnering with the CFC!

  44. Overall Timeline Cont… • Mid Campaign Blitz: Nov 17 - 24 • Get Your Give ON-Line • National promotion • Keeps Campaign Momentum Strong • Simplest means of giving • CFC Nexus • Employee Express • myPay • Fun Reminder to complete pledging • Second opportunity for campaign marketing: • Post It Note Reminder • E-blasts - Agency Head/Department Head Encouragement Campaign Leadership Preparation Thank you for partnering with the CFC!

  45. Overall Campaign Cont… • Final Campaign Blitz: Dec 1 - 15 • Last call for Contributions • E-blasts - Agency Head/Department Head Encouragement • Website • Tax Deduction Reminder • Schedule Final Turn-in with Hub Director • Distribute all Donor Recognition Coins Campaign Leadership Preparation Thank you for partnering with the CFC!

  46. 2014 Campaign Theme • Where do we start? • Create the Culture • Make the Connection • Feds and their Stories are featured My Story…My Choice…My Pledge Thank you for partnering with the CFC!

  47. 2014 Campaign Promotional Materials • Where do we start? • Campaign Promotional Materials • Make the Connection • Brochure Cover • Poster • Pledge Form Cover Thank you for partnering with the CFC!

  48. 2014 Campaign Promotional Materials • Where do we start? • Campaign Promotional Materials • Make the Connection • Sticky Note Reminder Thank you for partnering with the CFC!

  49. 2014 Campaign Promotional Resource • Where do we start? • Campaign Promotional Resources • Make the Connection • Norcal website: www.norcalcfc.org • Campaign information & updates • Campaign calendar of events • Campaign training materials • Campaign promotional materials • CFC Foundation: www.cfctoday.org • Campaign materials, videos, national best practices • OPM Website: www.opm.gov/cfc • Campaign overview, history FAQs Thank you for partnering with the CFC!

  50. Lunch Thank you for partnering with the CFC!

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