COMBINED FEDERAL CAMPAIGN PRINCIPAL CAMPAIGN FUND ORGANIZATION

PUBLIC NOTICE ACCEPTING 2013 PCFO APPLICATION PLANS COMBINED FEDERAL CAMPAIGN for the Greater New Orleans Area The New Orleans Local Federal Coordinating Committee (LFCC) is now accepting Principal Campaign Fund Organization (PCFO) plans, to administer the 2013 Combined Federal Campaign (CFC) for the Greater New Orleans Area. The primary responsibility of the PCFO is to support the federal government in managing a comprehensive local workplace fundraising campaign while ensuring the fiscal integrity, management, accountability, and transparency of the process. A primary goal of the PCFO is to conduct an effective and efficient campaign in a fair and even-handed manner. Only federations, charitable organizations or combinations thereof may serve as the PCFO. This is a multi-year agreement, which will begin in 2013 with two optional renewal periods for 2014 and 2015. Exercise of the optional renewal period will be based on prior year satisfactory work performance and the acceptance by the LFCC of an annual campaign budget. CFC Regulations, which include PCFO responsibilities, can be found in Title 5, Part 950 of the Code of Federal Regulations (5 CFR 950). Any interested federation or charitable organization should submit its plan to: New Orleans Federal Executive Board, LFCC, Post Office Box 53206, New Orleans, LA 70153-3206. Questions not addressed in 5 CFR 950, may be emailed to [email protected] or call (504) 426-0106. All submissions must be postmarked no later than January 7, 2013 for consideration. (PCFO selection will be announced no later than March 15, 2013.) Applicant submission must address all of the key elements and deliverables outlined below to be considered by the LFCC. Any federation, charitable organization or combinations thereof wishing to be selected as the PCFO must submit a timely application, and their submission must include a written narrative statement demonstrating the applicant's ability to meet all the referenced requirements: (1) A written campaign plan sufficient in detail to allow the LFCC to determine if the applicant could administer an efficient and effective CFC. The campaign plan must include a CFC budget that details all estimated costs required to operate the CFC. The budget may not be based on the percentage of funds raised in the local campaign. (2) A statement signed by the applicant's local director or equivalent pledging to: administer the CFC fairly and equitably; conduct campaign operations, such as training, kick-off and other events, and fiscal operations, such as banking, auditing, reporting and distribution separate from the applicant's non-CFC operations; and abide by the directions, decisions, and supervision of the LFCC and/or the Director of the Office of CFC Operations for the Office of Personnel Management. PCFO REQUIREMENTS AND STATEMENT OF WORK 1. Financial Accountability: a. The PCFO financial management plan, with the attached proposed budget, must present a sound fiscal approach, and demonstrate adherence to the fiduciary responsibilities of 5CFR 950.105. The plan should describe internal controls such as policies, procedures, practices and organizational structure designed to provide reasonable assurances that the fiduciary responsibilities of 5 CFR 950.105 will be achieved. The financial management plan must also specifically address the system for reconciliation of original pledge amounts with final distribution of funds. Description of the disbursing process to charities, including the system for reconciliation of the original pledge amounts with the final distribution. b. Mandatory reporting is required. The plan should emphasize the approaches to be used and degree of checks and balances to be implemented to ensure the transparency, accountability, and integrity of the internal system to be used. c. The applicant must adequately demonstrate financial competency, fiscal integrity and provide their most recently audited prior year financial statement (organization-wide, audit performed by a Certified Public Accountant). 2. Organizational Capacity and Capability: The applicant should adequately describe the overall mission, programs and services, and history of involvement in charitable fund raising activities. A description of the organizational capabilities of the applicant to deliver the PCFO services required in this solicitation must be presented. Factors to be considered are: a. Experience managing charitable fund raising initiatives on behalf of charitable organizations or analogous solicitation campaigns b. Ability to meet pledge processing and fund distribution requirements and overall technology related capacity to perform the requirements of the solicitation c. Staffing plan with the roles and resumes of the people proposed to perform PCFO services d. Description of the organization's structure and how the proposed PCFO program will fit into the structure 3. Prior Experience: The applicant should describe relevant, recent past performance on similar efforts for which work was done, the scope of the effort, and contract information for the LFCC to verify/ ascertain the quality of the work performed. 4. Overall Campaign Plan: The applicant should describe how it intends to perform the work described in this solicitation, including a discussion of the methods, activities, projected outcomes, and timing for performing the tasks required. (Including campaign timeline, which adheres to OPM recommended deadlines.) 5. Pledge Support: The applicant should provide an acceptable: a. Description of the pledge card preparation process b. Description of the thoroughness of pledge support training for federal employees, including methods of solicitation, and timing of start-up. c. Description of the system to ensure donor privacy and integrity of the solicitation process. 6. CFC Charity Applications Processing Support: The applicant will be evaluated on: a. Plans for the integration of web based charity lists. b. Support to LFCC in processing charitable organization applications including plans for dissemination of information about the application process. 7. Campaign Management Support: The applicant will be evaluated on: a. Cross cutting factors such as proactive customer service and system for handling inquiries b. Proposed management and implementation of quality controls for production of an accurate CFC brochure. c. Feasibility of plans for establishing a network of CFC volunteers and campaign workers. d. Submission of a comprehensive campaign management planning calendar 8. Campaign Marketing: The applicant will be evaluated on the description of the federal employee education and outreach, including: a. Timing and schedule of proposed activities. Applicants must perform this function as a part of or coinciding with pledge drive requirements. b. The ability to design, develop and submit CFC training, promotional, and web based marketing materiel.