Job Responsibilities

KEYPERSON

The Combined Federal Campaign Keypersons are critical to the success of the campaign. Keypersons are responsible for providing each federal employee (military and civilian) in his or her area of responsibility a 100% Informed Opportunity to Give to their choice of charity or charities through the Combined Federal Campaign-Overseas (CFC-O).

Pre-Campaign (August-September)

• Attend CFC-O training session. Contact your Unit Coordinator for the date, time and location.
• Receive campaign materials (Charity Listing, Pledge Cards, Campaign Cards and Report Envelopes) from your Unit Coordinator.
• Assist Unit Coordinator with developing and planning campaign publicity events.
• Establish a plan with your Unit Coordinator concerning the process of turning in your weekly report envelops and when you will receive thank you gifts for contributors.

During Campaign (October-December)

• Attend the installation's campaign kick-off event (if applicable).
• Ensure 100% informed opportunity to give:

1. Make certain all potential contributors, which will include all active duty, reserve, and federal civilian employees, understand the benefits of giving through the CFC and are provided a 2011 Charity Listing and Pledge Card.
2. Use creative and effective methods to distribute campaign information materials.
3. Provide one-on-one contact with each potential contributor; personal contact while asking for a contribution is vital for your unit and CFC-O campaign success!
4. Encourage contributors to use e-Giving to make a pledge.

• Collect all completed Pledge Cards; verify all fields are completed accurately such as: the seven digit unit code for all contibutions and social security number and signature which are only required for payroll allotments. Additionally, please check all numerical calculations (i.e., total gift amount and total dollar amount per charity).
• Verify all checks are made out to the Combined Federal Campaign or CFC.
• Confirm all contributions to CFC-O are represented with a Pledge Card (fundraising, cash donations, checks, and payroll allotments).
• Fill out all Keyperson Report Envelopes accurately and completely and retain copies for your records.
• Ensure every contributor is thanked for their contribution and those making a minimum gift of $120 receive a 2011 CFC 50th Anniversary Commemorative Coin.
• If you do not have a Unit Coordinator, contact your installation's CAPO Team or call your supporting CFC-O office.

Post Campaign (January-February)

• Remain in contact with your Unit Coordinator for information concerning award presentations.

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 UNIT COORDINATOR

The Combined Federal Campaign Unit Coordinator and Alternate are responsible for planning, implementing and overseeing the Combined Federal Campaign for all military personnel and DoD civilians in his or her unit, squadron, company, battery, division or GSU.

Pre-Campaign (August-September)

• Provide contact information for yourself and an alternate Unit Coordinator to your CAPO Team.
• Notify your unit commander of your appointment and ask for his/her support in the CFC campaign.
• Obtain an accurate number of potential contributors in your unit. This will include all active duty, reserve, and federal civilian employees and report this to the CAPO as quickly as possible.
• It is important to recruit enough Keypersons to assist you with the campaign. We recommend one Keyperson to every 20 potential contributors in your area of responsibility.
• Invite Keypersons to attend the CFC-O training session at your installation/area.  Dates and times for training will be provided by your CAPO Team.
• Attend the CFC-O training session.
• Assist your CAPO with planning and executing a campaign kick-off event for your installation.
• Receive and distribute campaign materials (Charity Listing, Pledge Cards, Campaign Cards, Report Envelopes, etc.) to your Keypersons in preparation for the campaign kick-off (late September).

During Campaign (October-December)

• Attend the installation's campaign kick-off event.
• Publicize! Publicize! Publicize! See the "Publicity" on this website for more information.
• Encourage senior leaders, both officer and enlisted, to support and energize your local campaign.
• Ensure all potential contributors have a Charity Listing and Pledge Card. Provide potential contributors with 100% informed opportunity to give.
• Collect weekly Keyperson Report Envelopes and verify they are complete and accurate.
• Verify all Pledge Cards are complete and accurate. All contributions (individual donations and from fundraising) must be represented with a Pledge Card.
• Consolidate all Keyperson Report Envelopes into the weekly Unit Coordinator Report Envelope to submit to the CAPO; retain a copy of all weekly Unit Coordinator Report Envelopes for your records.
• Ensure Keypersons receive the appropriate number of 2011 CFC 50th Anniversary Commemorative Coins to distribtue to contributors who have earned them (those giving $120 or more).  More gifts can be ordered from the CAPO Team if needed.
• Remain in close contact with your Keypersons and your CAPO Team during the campaign.
• Brief unit leadership on weekly/overall campaign results.

Post Campaign (January-February)

• Provide your CAPO Team with the names of all the volunteers that assisted you during the campaign for awarding Certificates of Achievement.
• Provide your CAPO Team with award information for engraving purposes if needed.

 COMMUNITY/AREA PROJECT OFFICER (CAPO) TEAM

The Combined Federal Campaign CAPO Team is responsible for planning, implementing, reporting and overseeing the Combined Federal Campaign for all of the units within the geographic area to which they belong. Serving as a CAPO is a broad responsibility and demonstrates the trust placed in you by your command. Your local CFC-O office stands ready to assist you to make your campaign a success.

Pre-Campaign (July - September)

• Expect a welcome letter and information packet from your CFC-O office.
• Inform installation/area leadership of your appointment and request support.
• Participate in one of the scheduled CAPO Orientation Sessions offered by your supporting CFC-O office.
• Task each unit in your installation/area's footprint to provide you with a Unit Coordinator and an Alternate and create a contact list. Encourage them to recruit Keypersons as necessary. (Rule of thumb: 20 potential contributors per Keyperson.)
• Update your unit list (including potential contributor numbers) with your CFC-O office.
• Plan and execute a training session for all your campaign volunteers based on specific instructions you will receive from your CFC-O office.
• Begin planning a kick-off event for the start of the campaign and remember to include your Unit Coordinators and leadership.
• Develop a publicity plan for the campaign and consider appointing a publicity team.  See the Publicity section of this website for more information. 
• Contact various finance offices to ensure the effective processing of pledge forms.

1. Remember each service (Army, Air Force, Navy, etc.), the different forms of government civilian employees (GS & NAF) and various other agencies (DLA, Army Corps of Engineers, AAFES, DoDDS, etc.) each have a different finance office for processing payroll allotments.
2. Establish a plan for how/when the forms will be turned-in to each finance office, who will process the forms and how they will handle any problems that arise.
3. Provide your CFC-O office with a list of the finance offices and their contact information for continuity.

• Brief installation/area leadership regarding your plans for campaign execution.
• Receive and then distribute the campaign materials (Charity Listings, Pledge Cards, Campaign Cards, Report Envelopes, etc.) and the contributor thank you gifts (calendards) to your Unit Coordinators, based on the number of potential contributors are in each unit, in preparation for the kick-off of the campaign.

During the Campaign (October - December)

• Conduct campaign kick-off event.
• Publicize, publicize, publicize. Please see the "Publicity" page on our website for ideas and suggestions.
• Receive and process weekly turn-in envelopes from Unit Coordinators.

1. Verify all envelopes and Pledge Cards are completed accurately.
2. Ensure that all confidential gifts are opened in the presence of another person (not the Unit Coordinator) and processed like all other contributions.
3. Enter campaign results for each unit using the online MANAGE system. Enter only donations that have actually been collected, do not enter amounts that are projected to be turned in.
4. Sned all white copies of the Pledge Cards for contributions made by payroll allotment to the appropriate finance office for processing per the plan you established during the pre-campaign phase.
5. Deposit all cash and checks to the CFC-O bank account.
6. Collect all pink copies in CAPO Weekly Batch Report Envelopes.

• Distribute contributor thank you gifts (2011 CFC 50th Anniversary Commemoratvie Coins) to the Unit Coordinators as necessary and order additional gifts from the CFC office via the MANAGE system as your stock runs low. Be aware of processing and shipping lead time when placing your order for additional supplies.
• Remain in close contact with your Unit Coordinators to pro-actively resolve any problems that might arise.
• Brief installation/area leadership on the progress of the campaign.
• Send weekly pledge batches including all pink (audit) copies of the Pledge Cards you have collected to your local CFC-O office. 
• Wrap-up the campaign as expeditiously as possible (by the end of December) and mail your final turn-in to the CFC office.

1. Reconcile all pledge batches and ensure all information captured on the MANAGE system is correct.
2. Ensure all audit (pink) copies are turned in.
3. Ensure all payroll allotment copies have been turned in and follow up with the appropriate finance office to resolve any problems.

Post Campaign (January - February)

• Order the Unit Award plaques via the MANAGE system for the qualified units.
• Order Certificates of Achievement for all of your campaign representatives via the MANAGE system. When they arrive in the mail, distribute them to your Unit Coordinators.
• Contact installation/area leadership and suggest a unit/volunteer recognition ceremony at your installation. (Some components will have component wide ceremonies.) Plan ahead and ensure all plaques are ordered in plenty of time for the ceremony.
• Create (or add) to a continuity binder which can be passed on to your successor.

For more information on these specific job responsibilities, please see the 2011 Campaign Management Guide.