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New Campaign Contact Information Requirements and the 2000 Model Pledge Card.
Transmitted guidance regarding the CFC local unaffiliated and federation applications.
Issued a "Call for Abstracts" for information that describes strategies developed by local campaigns that made significant differences.
Issued a sample CFC press release developed to provide an opportunity for a local campaign to use in drawing special attention to its leadership, and the special efforts that make it such a success.
Transmitted the 1999/2000 calendar of events; gave guidance on charitable organizations being listed under the "Doing Business As" (DBA) name; and gave information on the Veterans Administration's HR Links.
Placed a one-year moratorium on the recognition of national federations.
Issued the 1999 National List on disk.
Addressed the 1997/98 audits, electronic funds transfer (EFT), donor acknowledgements, and updates to OPM for mass fax and e-mail system.
Transmitted the 1999 model pledge card with no modifications.
Transmitted a survey to assess charitable organizations' Year 2000 preparedness.
Clarified and administered guidance for the 1999 application process. This included listing of names in the 1999 brochure; allowing organizations to repeat their names in its 25-word statement; and random checking of local federations' member agencies.
Requested annual update of information for OPM computer system.
Transmitted 1998 National List on disk with guidance.
Administered guidance on the 1999 name listing in the CFC campaign brochure.
Transmitted the 1998 model pledge card with no modifications from the 1997 version.
Talks about non-compliance with CFC regulations governing the printing of CFC brochures.
This Memorandum contained information on
Transmitted the 1998 national application to national/international unaffiliated organizations and federations.
Transmitted guidance on the distribution of 1997 funds to the Vietnam Veterans Memorial Friends (dissolved) and the Help Hospitalized Children (fraudulent organization).
Transmitted OPM Form 1417 with guidance.
Transmitted the 1997 model pledge card with no modifications from the 1996 version.
Transmitted a sample National and Local application and the schedule of CFC events in 1997. Also provided administrative guidance on the application and appeal process.
Transmitted the 1997 National List on disk with guidance.
Transmitted the 1996 model pledge card. The following modifications had been made: 1) more giving levels added; and 2) the incorporation of local award recognition program.
Transmitted a sample National and Local application and the schedule of CFC events for 1996. Also provided administrative guidance on the application and appeal process.
Transmitted the mailing list of addresses for the national federations and national/international unaffiliated organizations participating in the 1996 CFC campaign.
Announced the dates and places for the three 1996 CFC workshops.
Transmitted the 1996 National List on disk with guidance.
Transmitted the 1995 model pledge card. The following modifications had been made: 1) "Attention Payroll Offices" was included next to the OPM CFC control number; and 2) a statement was added above the Payroll Deduction Authorization that says "CFC organizations do not provide goods or services in whole or partial consideration for any contributions made to the organizations via this pledge card."
Announced the dates and places for the three 1995 CFC workshops.
Transmitted the OPM Form 1417 that was used in reporting the results of the 1994 CFC.
Transmitted a sample National and Local application and the schedule of CFC events. Also provided administrative guidance on the application and appeal process.
Transmitted the 1995 mailing list of addresses for the national federations and national/international unaffiliated organizations.
Transmitted the 1995 National List on disk with guidance.
Announced the dates and places for the five 1994 CFC workshops.
Transmitted the revised OPM Form 1417 that was used in reporting the results of the 1993 CFC.
Transmitted a sample National and Local application and the schedule of CFC events in 1994. Also provided administrative guidance on the application and appeal process.
Provided the following administrative guidance to all LFCC's and PCFO's to clarify existing regulations or modify procedures and policy relevant to the conduct of the CFC:
Provided guidance for PCFO's when pledge cards are received with mathematical errors:
If a pledge card has designations that add up to less than the total amount pledged, the PCFO should honor the total amount pledged and treat the excess amount as undesignated funds.
If a pledge card has a total amount pledged that is less than the sum of the individual designations, the PCFO should honor the designations by assigning a proportionate share of the total gift to each organization designated.
For ease of administration and for this purpose only, we are deeming all campaigns nationwide to end on December 15. Therefore, the above notice must be made no later than February 15. Lists of contributors wishing their names released to organizations, required by section 950.601 of the regulations, should be included with the notification.
Amended previous guidance whereby, beginning with the fall 1993 CFC, initial disbursements of campaign receipts to organizations must be made by campaigns with gross receipts in excess of $500,000 no later than April 1, and monthly thereafter. Campaigns with gross receipts of $500,000 or less must make initial disbursements no later than June 1, and quarterly thereafter.
Because the interest from CFC contributions is earned on the recipient organizations' funds, they should receive the interest. To share this interest in an equitable manner, interest should be distributed to the organizations in the same proportion as they received gross campaign receipts.
To ensure that a payroll allotment is processed, a Federal employee (military, civilian, or postal service) may only contribute through the CFC to the campaign covering the geographic area where the employee's official duty station is located.
Recommend that campaigns that have a relatively small number of Federal employees or that have high administrative costs should explore with neighboring campaigns the possibility of merging.
Notification of retroactively denying eligibility.
Provided that those Federal employees who wished to provide assistance to the victims of the Flooding of the Mississippi River and its Tributaries could do so most effectively through the CFC since many of the voluntary agencies providing services to the flood victims were participating in the CFC.
Transmitted the 1993 model pledge card. The following modifications have been made: 1) Pledge cards are required to have local CFC campaign's name, address, and four-digit CFC code number added to the top of the card; 2) The "Name Release Authorization" section has been moved to the bottom left-hand corner of the card; and The "Payroll Deduction Authorization" section has been moved to the bottom right-hand corner of the card.
Announced the dates and places for the five 1993 CFC workshops.
Transmitted the revised OPM Form 1417 that was used in reporting the results of the 1992 CFC. This was the first year of implementing the August 1991 amendments to the CFC regulations concerning the distribution of funds not designated to specific agencies.
Transmitted a sample application and the schedule of CFC events in 1993. Also provided administrative guidance on the:
Provided a list of CFC-approved disaster relief organizations and additional guidance to allow Federal employees to make even more accelerated contributions to the Hurricane Andrew relief efforts.
Provided that those Federal employees who wished to provide assistance to the victims of Hurricane Andrew could do so most effectively through the CFC since many of the voluntary agencies providing services to the hurricane victims were participating in the CFC.
Transmitted the 1992 model pledge card. Noted the deletion of the sentence about the release of names and the change of "group(s)" to &voluntary organization(s)."
Announced the dates and places for the five 1992 CFC workshops.
Transmitted the OPM Form 1417 that was used in reporting the results of the 1991 CFC.
Transmitted a sample application and the schedule of CFC events in 1992. Also provided administrative guidance.
Only letters disapproving local applications must be sent by certified or registered mail.
Federations and agencies no longer have to request the names and addresses of their contributors that authorized the release of their names. PCFO's should automatically send this information to the federations and agencies within 60 days after their campaign's completion.
PCFO's should begin to disburse funds no later than March 1 for campaigns of more than $500,000 or more and no later than April 1 for campaigns under $500,000.
Transmitted the final regulations regarding funds not designated to specific agencies.
Transmitted the 1991 model pledge card.
Transmitted the proposed changes to the CFC regulations concerning funds not designated to specific agencies.
Announced the dates, places, and times for the five 1991 CFC workshops.
Transmitted a sample application and the schedule for the 1991 CFC.
Transmitted OPM Form 1417 that was used in reporting the results of the 1990 CFC. Also solicited comments on the two national CFC films that were available in 1990.
Announced the dates, places, and times for eight public meetings chaired by the Deputy Director of OPM to solicit the opinions and suggestions of the various CFC participants regarding the future distribution of undesignated funds.
Provided guidance on a number of subjects.
Explained that the significant change in the model pledge card for 1990 was that specific designation levels for allotments were deleted. Pointed out that suggested giving guides can be printed in the campaign brochure or on the cover sheet of the pledge card.
Announced that the formula for distribution of undesignated funds is fully operational in 1990. The formula is 82% of the undesignated funds to the local United Way(s), 7% to the International Service Agencies, 7% to the National Voluntary Health Agencies, and 4% to the eligible federations and agencies as determined by the LFCC.
Recommended that every effort be made to make the brochure useful and informative to the donor. In addition to the alphabetical index, also suggested the use of color coding of pages as well as thumb cuts or tabs to facilitate locating the various sections of the brochure. Again pointed out that designations must be honored and, therefore, PCFO's may not reassign designations because of specific contractual arrangements that voluntary agencies and local groups have as a part of their local fundraising efforts or arrangements made between a national group and its state/local affiliate.
Explained that special events, such as kick-offs, visits to voluntary agencies, and victory celebrations, are permissible and even encouraged. However, fundraising events are prohibited.
Pointed out that Federal retirees are no longer Federal employees and, therefore, cannot be solicited in the CFC.
Authorized federations, not only on behalf of themselves, but also on behalf of their member agencies, to request and receive the names and addresses of those donors which authorized their release. Encouraged groups requesting this information of PCFO's to do so by the end of March and that PCFO's respond within 30 days of receipt of the requests. Also encouraged that in correspondence between PCFO's and voluntary agencies, that the correspondents use the local CFC's code number and the voluntary agencies' code numbers to assist the recipient in identifying the information. (This revised the guidance contained in CFC Memorandum 89-3.)
Announced the dates, places, and times for the five 1990 CFC workshops.
Transmitted a sample application and the schedule for the 1990 CFC.
Transmitted OPM Form 1417 that was used in reporting the results of the 1989 CFC.
Provided that those Federal employees that wished to provide assistance to the victims of the Northern California earthquake could do so through the CFC since many of the voluntary agencies providing services to the earthquake victims were participating in the CFC.
Provided that those Federal employees that wished to provide assistance to the victims of Hurricane Hugo could do so through the CFC since many of the voluntary agencies providing services to the hurricane victims were participating in the CFC.
Provided guidance on resolution of excess CFC funds and honoring employee designations.
Prescribed a policy on excess payments of CFC funds--either through (1) over-withholding from the pay of employees who elected a payroll CFC allotment or (2) an overpayment from the respective agencies' appropriations for employee salaries and expenses. The policy states that if the agency that made the particular excess payment can be identified, that agency should receive the excess monies. In cases where it was an over-withholding error, the agency should attempt to identify the affected employees and reimburse them. If the employees cannot be identified and in those cases where an overpayment was made, the recovered funds should be credited to the agency's salaries and expenses appropriation. Finally, if it is impossible to identify the source of the excess payments, the policy states that these monies should be deposited into the general fund of the U.S. Treasury.
Instructed PCFO's to forward all designated monies and shares of undesignated monies to the appropriate federation or specific agency that was designated by the donor on the pledge card regardless of whatever local arrangements (for example, side-by-side contracts) may have been concluded as part of the local fund drive.
The OPM Director, as she began her tenure in that position, announced that she would review the applications of those agencies that had been denied eligibility in the 1989 CFC.
Announced a policy to govern the eligibility of on-base Military Welfare and Recreation (MWR) activities. Provided a copy of the list of criteria MWR activities must meet to be eligible to participate in the CFC and stated that for each eligible MWR, the base commander must certify the agency as meeting all of the criteria. Pointed out that the base commander should be guided in his or her decisions by the stipulation that these agencies must be on-base family support and youth activities.
Provided administrative guidance on a number of subjects.
Instructed LFCC's that they:
Emphasized that information on completing the pledge card correctly should be addressed clearly and completely in training given to loaned executives and to key persons.
Emphasized that the CFC legislation authorized PCFO's to release the employees' names and addresses only to the agency that the employee had designated and then only if the agency requested it. (This position was revised in CFC Memorandum 90-4.)
Authorized LFCC's to include an alphabetical index of the voluntary agencies listed in the campaign brochure.
In campaigns with total receipts less than $100,000, authorized LFCC's to elect not to include the 25-word statements in the listing of each voluntary agency. Pointed out that each agency listing must still include the agency's legal name, percentage of total receipts charged to administration and fundraising, and telephone number.
Announced that the U.S. District Court for the District of Columbia ordered OPM not to enforce the dual solicitation portion of the CFC regulations.
Announced the dates, places, and times for four 1989 CFC workshops.
Transmitted a sample application and the schedule for the 1989 CFC.
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Announced OPM's approval of a special American Red Cross solicitation of Federal employees to provide earthquake disaster relief to Soviet Armenia.
Transmitted OPM Form 1417 that was used in reporting the results of the 1988 CFC.
While not numbered as a CFC Memorandum, this November 4, 1988, document transmits a copies of the first and only CFC newsletter; the Report of the Director's Task Force on the Combined Federal Campaign;, and CFC Opinions 88-5, 88-6, 88-7, 88-8, 88-9, 88-10, 88-11, and 88-12.
Announced the establishment of a CFC Opinion Program as the method for resolving substantive questions involving the interpretation of the CFC regulations or procedures. Explained the program and transmitted copies of CFC Opinions 88-1, 88-2, 88-3, and 88-4.
Transmitted the final CFC regulations that were published in the May 26, 1988, Federal Register.
Announced the dates, places, and times for three 1988 CFC workshops.
Transmitted the proposed CFC regulations that were published in the February 17, 1988, Federal Register.
Transmitted OPM Form 1417 that was used in reporting the results of the 1987 CFC.
Transmitted a copy of a portion of the Continuing Resolution for FY 1988 that enacted permanent legislation to govern the CFC. It also provided a copy of the relevant section of the congressional conference report.