Human Resources and Security Specialists should use this tool to determine the correct investigation level for any covered position within the U.S. Federal Government.
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The 2005 CFC Model Pledge Form issued with this memorandum has two modifications that must be included in all local 2005-pledge forms. The donors' recognition option box is revised to provide greater clarity to donors and PCFOs. A volunteer checkbox located beneath the recognition options box is added to assist in the recruitment of workplace CFC volunteers. Campaigns will need to establish a process for collecting and contacting prospective volunteers with their agency coordinators and key workers.
The following text revisions must also be included in local 2005 pledge forms:
The Unit/Division and Payroll Office box is now "optional". However, OPM still encourages campaigns to require keyworkers or agency coordinators to include this data on every pledge form. This information can be a valuable tool in tracking receipts from each of the Federal agencies especially in cases where the agency is part of a payroll center that serves multiple agencies. The information can be referenced to identify the amounts being transmitted from each agency.
If the campaign chooses to use this tool, it may wish to include the Agency's Locator Code (ALC) assigned by the Department of Treasury. This information appears on the attached Department of Treasury Payroll Office Identifier/ ALC by Department/Agency Name list. Another option would be to list the actual payroll provider for the donor's agency. For example, GSA pays OPM. Therefore, OPM employees would put GSA in that box. A list of each of the major payroll providers and the agencies it services is attached. (Agencies not appearing on this list perform their own payroll.)
Note: Most Federal agencies are migrating to one of the four major payroll providers: The National Finance Center (NFC), the Defense Financial Accounting System (DFAS), The National Business Center (NBC), and General Services Administration (GSA). As a result, campaigns can expect to receive fewer disbursements from Federal agencies as each of the four payroll providers is responsible for consolidating payments from all of the Federal agencies that it serves and disbursing it to the PCFO. CFC Operations is working with the providers to develop standardized reports that will itemize the amount disbursed from each of the agencies the payroll provider services. We will notify campaigns of any future changes to this information.
Please be advised that in accordance with CFC Regulations 5 CFR §950. 402 this pledge form may not be modified without prior approval from OPM. There is one exception. Campaigns may add their local giving levels and award recognition options to the pledge form without approval by OPM. All other modifications must be reviewed and approved in advance. Submit a Word or PDF file that shows the modifications requested along with an itemization of the changes by email to email@example.com for review. Please direct follow-up inquiries to your regional CFC staff representative. For information on your CFC staff contact, please go to our CFC Contact Us webpage.
The CFC pledge form is made available to campaigns from our website for the sole purpose of downloading and printing the document to make the hard copy pledge forms for the annual campaign.
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