2011 Agency Project Officer and Unit Project Officer Orientation

1. 2011 Agency Project Officer and Unit Project Officer Orientation https://community.apan.org/hawaii_cfc/www.cfc-hawaii.org

2. Before we start… Stand up exercise Guest Speaker

3. Today’s Agenda • Welcome • General Information • Organization and Planning Committee • Logo/Goal • You Make It Happen • Agency Project Officer (APO) Responsibilities • Unit Project Officer (UPO) Responsibilities • Keyperson • Review Campaign Guide • New Features • Wrap Up/Questions

4. General Information • CFC History – Signed by Executive Order in 1961 by John F. Kennedy. Celebrating the 50th Anniversary in 2011. • Mission - promote philanthropy through a voluntary program that is employee-focused, cost efficient and effective in providing all Federal employees the opportunity to improve the quality of life for all. • CFC Regulations • Ensuring that every employee is given the opportunity to participate • Employee solicitations shall be conducted during duty hours • Over 200 Combined Federal Campaigns nationally. • Hawaii-Pacific Area CFC is 5th with over $6 million dollars raised in 2010 from Federal Employees in Hawaii, Guam, Northern Marianas (Saipan, Rota, Tinian), and American Samoa.

5. Organizational Chart U.S. Congress U.S. Office of Personnel Management U.S. Pacific Command (USPACOM) Honolulu Federal Executive Board 2011 CFC Chair Organization Steering Committee (Local Agency Heads) Agency Project Officers YOUR ROLE in CFC! Unit Project Officers Key People (1:25) Individual Donors

6. 2011 Leadership CFC Chair - Admiral R. F. Willard; Commander, U.S. Pacific Command Executive Agent -Rear Admiral R. M. Watters; Chief of Staff, U.S. Pacific Command Executive Advisor - Col William “Pipes” Morrison, U.S. Pacific Command Federal Executive Board (FEB) Chair – MG Joseph J. Chaves FEB Local Federal Coordinating Committee CFC Advisor - Yolande ‘Yogi’ Fong

7. Planning Committee • LCDR David Koch – CFC Project Officer • hawaii_cfc@apan-info.net (808) 477-7895 Information Cell LT Theresa Donnelly - Public Affairs theresa.donnelly@pacom.mil (808) 477-9611 CPT Billy Croslow - Special Events billy.croslow@pacom.mil (808) 477-7801 LCDR Jason Young - Charity Coordinator 2011.cfc.charity.coord@gmail.com (808) 477-9539 SSG Sherrie Bowen - Data/Progress Reports Sherrie.bowen@pacom.mil (808) 477-7775 Operations Cell CSM Curtis Johnson Assistant CFC Project Officer curtis.a.johnson@pacom.mil (808) 477-9421 MAJ Jonathan Ishikawa - Training jonathan.ishikawa@pacom.mil (808) 477-8272 MSgt Hoang McChesney -Materials hoang.mcchesney@pacom.mil (808) 477-6690

8. Campaign Information Campaign Dates 3 October – 18 November 2011 Slogan

9. History of Giving • Number of federal employees – 85,014 (2010) • Average gift has generally increased • Participation is a concern • Use of payroll deduction is the preferred method of giving

10. 2011 Goals • Make 100% Face-to Face contact with every Federal Employee. • Raise 6.5 million dollars. • Increase payroll deduction from 70% to 85%. • Promote E-Pledging (on-line).

11. Regulations • The CFC is a single, annual, and authorized solicitation of Federal employees at the workplace during duty hours. Note: solicitation is not authorized to non-Federal employees, however, donations of cash/checks/money orders may be accepted. • Special CFC fundraising events, such as auctions, bake sales, car washes, athletic events, are permitted. Customers have the option of designating to a specific participating organization or be counted as an undesignated contribution. Note: Raffles and lotteries are illegal in Hawaii. Prohibited coercive activities. • Solicitation of employees by their supervisor or by any individual in their supervisory chain of command. • Supervisory inquiries about whether an employee chose to participate or not to participate or the amount of an employee's donation. • Setting of 100 percent participation goals. • Establishing personal dollar goals and quotas. • Developing and using lists of non-contributors. • Using as a factor in a supervisor's performance appraisal References: • http://ecfr.gpoaccess.gov/cgi/t/text/text-idx?c=ecfr&tpl=/ecfrbrowse/Title05/5cfr950_main_02.tpl • http://www.opm.gov/cfc/pdf/503501p.pdf

12. Agency Project Officer Responsibilities FIND • Identify and Confirm number of potential contributors in your Agency (assigned duty station within Hawaii, Guam, Northern Marianas and American Samoa). This will include all active duty, reserve, and federal civilian employees. EDUCATE • Have Keypersonsattend training. ASK • Ensure Keypersons make 100% face-to-face contact. Check Weekly Progress Reports. THANK • Thank all employees for their time and support during the campaign!

13. Unit Project OfficerResponsibilities BEFORE THE CAMPAIGN • Confirm number of potential contributors in your unit (assigned duty station within Hawaii, Guam, Northern Marianas and American Samoa). This will include all active duty, reserve, and federal civilian employees. • It is important to recruit enough Keypersons to assist you with the campaign. We recommend one Keyperson to every 25 (max 50) potential contributors in your area of responsibility. • Attend the training session with your Keypersons.  Dates and times for training will be provided by your Agency Project Officer or via APAN CFC website at https://community.apan.org/hawaii_cfc/. • Assist your Agency Project Officer with planning and executing a campaign kick-off event for your installation. Also, plan a smaller CFC kickoff event at your unit and keep APO updated with CFC events held. Example: Charity speaker at a group meeting. • Receive and distribute Keyperson Envelopes to your Keyperson in preparation for the campaign kick-off.

14. Unit Project OfficerResponsibilities DURING THE CAMPAIGN • Ensure 100% face-to-face contact of all potential contributors. Give each person a pledge card and give them access to a Charity List. • Publicize CFC! Place posters in high traffic area. Print useful marketing items from the CFC website. • Encourage leaders to support and energize your unit’s campaign. • Attend the installation's campaign kick-off event. • Remain in close contact with all Keypersons on weekly progress. • Brief and report Weekly Progress to the Agency Project Officer. • Collect completed Keyperson Envelopes and verify they are complete and accurate; submit to APO. • Verify all Pledge Cards are complete and accurate. All contributions (individual donations and from fundraising) must be represented with a Pledge Card. • Ensure #1 Pledge Card Payroll Deduction copies are submitted to the payroll office. • Check that a copy of the confirmation pledge from online giving is provided with the CFC Online Report Form. • Ensure Keypersons receive enough Appreciation gifts for every qualified contributor.  More gifts can be ordered from the Agency Project Officer.

15. Unit Project OfficerResponsibilities POST CAMPAIGN • Follow up with Keypersons to ensure their campaign has wrapped up and that all Keyperson Envelopes were returned to you. • Inform your Agency Project Officer if your unit achieved a Recognition Level.

16. KeypersonCharacteristics A GREAT Keyperson is vital to the success of your campaign! • Ask for volunteers…maybe someone who benefitted or supports a CFC participating charity. • Trustworthy • Organized • Possesses good communication skills • Enthusiastic

17. KeypersonResponsibilities • A keyperson is assigned the responsibility of 100% face-to-face contact of 25-50 coworkers. • Attend the installation's campaign kick-off event. • Explain the benefits and encourage contributors to make a pledge. • Ensure accountability of Pledge Cards!

18. Campaign Guide REVIEW Campaign Guide

19. Campaign Guide General Information

20. Campaign Guide Responsibilities and Checklists MAJ Ishikawa

21. Campaign Guide Awareness/Education LT Donnelly Kathy Wooldridge

22. Campaign Guide Strategies – The Art of Asking CPT Croslow

23. Kickoff Events Kick Off Events • Kick off events should be the start of the CFC campaign. • Events to be announced via APAN and at training sessions. Planning a Kickoff Event Tips • Submit CFC Special Event Request and charity request forms two weeks prior to event date. • Have charities be the highlight of the event. • Larger Federal agencies should plan to invite several charities, i.e. displays, guest speakers. • Smaller Federal agencies should plan to invite charities , i.e. displays, guest speakers. • Contact Special Events Coordinator CPT Billy Croslow and Charity Coordinator LCDR Jason Young.

24. Campaign Materials • Keyperson Envelopes (one envelope per 25 employees) • *(25) Pledge Cards • *(1) Keyperson’s Final Report • *(1) Bank Deposit Slip • *(1) $250+Cash/Check Form • *(1) Lost Pledge Card Form • *(1) e-Pledging Form • (1) CFC Poster • (1) Keyworker Guide • (3) Charity List • Materials located on Camp H.M. Smith, HI • POC for pick-up: MSgt McChesney, (808) 477-6690 (hoang.mcchesney@pacom.mil) *denotes that item must be returned

25. Campaign Guide Recognition, On-line, Forms

26. Oahu Trainings FOR Agency Project Officers, Unit Project Officers and Keypersons. Will cover overview of this training plus campaign procedures and E-Pledging Instructions. Additional times and locations TBD

27. Off Island Trainings Set training dates for Project Officers, Unit Project Officers and Keypeople:

28. New Features • E-Pledging (on-line) will be available • CFC Nexus will be available to ALL Federal Employees in the Hawaii-Pacific Area. Link will be on the Hawaii-Pacific Area CFC website (www.cfc-hawaii.org). • EEX (Employee Express) will be available to civilian agencies who currently use this system. • APAN CFC site: https://community.apan.org/hawaii_cfc • Follow us on - Links on www.cfc-hawaii.org andhttps://community.apan.org/hawaii_cfc

29. DUE OUTS • Complete and submit your FIND Form NLT 6 Sep 2011. • Start planning your Agency’s Kickoff Event NLT 6 Sep 2011.

30. Questions?