| Dec 28 |
|
Canvass ARC; return and
new mbrs |
| Jan 1 |
|
Charitable Agencies:
Per 5 CFR 950.105(b), you have the opportunity at any time to
offer suggestions relating to the operation of the campaign,
campaign materials, and training; you may also review at the
PCFO office all reports, budgets, audits, training information ,
and other records pertaining to the CFC. If requested in
writing, you will be given the opportunity to attend all
campaign meetings, kickoff events, and training sessions.
Contact the PCFO at: CFC, 532 South Perry Street, Montgomery, AL
36106 (or email xlewis@riverregionunitedway.org) and/or LFCC
Chair, Ms. Kelly Noland, Assistant District Manager, Social
Security Admin, 1118 Greensboro Ave., Tuscaloosa, AL 35401 (or
email Kelly.Noland@ssa.gov). |
| Jan 3 |
|
Set up LFCC mtgs: coord.
with AL Power-Clanton on availability (Annette Rowe
205.280.4430) |
| Jan 3 |
|
Coordinate dates w/Maxwell
Officers’ Club (Colleen Paige 953.7820)
on availability of both Gold Room &
Ballroom) for Kickoff (Sept. 22) and Ballroom only for Victory &
Awards (Dec 8.) (confirmed w/Tina Crum on 11 Jan 2011 and
confirmation email sent 11 Jan to Tina Crum and Colleen Paige,
as well as C. Ferguson and J. Brooks) |
| Jan 3 |
|
Coordinate dates of KO,
Video shoot; Photo Op, Awards w/AU via email on availability
(Jennifer Brooks & Carrie Ferguson) (approved 4 Jan 2011) |
| Jan 10 |
|
Create paid-ad or charity
application window Jan 31 - Mar 4; run in Advertiser and
Tuscaloosa News on Jan 23 & Feb 13 |
| Jan 10 |
|
PCFO notifies last year’s
participating agencies; contact new agencies requesting app;
Advise application window is Jan 31-Mar 4; post application
on web site & email to agencies. |
| Jan 12 |
|
ARC responses due |
| Jan 17 |
|
Federal Holiday – MLK, Jr.
Birthday (not a holiday for RRUW) |
| Jan 31 |
|
PCFO submits paid-ad
notice for agency application window; publish in Advertiser and
Tuscaloosa News Feb 6 & 20; Campaign 2011 window runs Jan 31 to
Mar 4; also send PSAs to area media. |
| Jan 31 |
4 |
Charitable Agencies:
Campaign 2011 Agency Application window (OPM rec.
start is Feb 28) |
| Feb 1 |
|
Final Distribution of 4th qtr 2009
campaign funds (OPM deadline is March 31) |
| Feb 9 |
|
Target date; PCFO sends
2010 donor names & pledge amts to agencies (OPM deadline is
March 15) |
| Feb 10 |
|
Do OPM 1417 (OPM
deadline March 1) |
| Feb 10 |
|
Set up key dates for East
and NW kickoffs, NW awds celebration and NW PO Tng date |
| Feb 15 |
18 |
OPM/CFC Conf New Orleans,
LA |
| Feb 21 |
|
HOLIDAY - President’s Day
|
| Feb 22 |
25 |
Prep for LFCC Mtg #1 on
Mar 3-10 |
| Mar 2 |
|
LFCC Meeting # 1,
Working Lunch; 12 noon am to 1:30 pm; Place: AL Power Conf
Center, Clanton Purpose: LFCC selects PCFO (managing agent),
reviews and approves campaign plan(s), & other business |
| Mar 4 |
|
Charitable agency
application window closes |
| Mar 4 |
|
LFCC close-out of Local
application period (LFCC decisions must be rendered by Apr 29 as
directed in OPM’s 2010/2011 Calendar of Events. |
| Mar 8 |
|
Wiregrass Area LFCC met
to vote on merge with Heart of Alabama |
| Mar 15 |
|
OPM deadline for PCFO to
send Pledge Reports and Donor Names Reports to agencies |
| Mar 15 |
|
ARC meets; screen East &
West agency applications, United Way House, 8:00 am to 2:30 pm. |
| Mar 16 |
|
Depart for Tuscaloosa in
afternoon for tomorrow’s NW ARC |
| Mar 17 |
|
ARC meets to screen NW
2011 agency applications, 8:00 am to 2:30 pm; Place: Bldg. #137,
4th floor conference room (confirmed by K. Law
2/2/2011). |
| Mar 17 |
|
Train Application Review
Committee; 8:00-9:00 am, TBD; conduct application review from
9:00 am to Noon following training. |
| Mar 18 |
|
Compile ARC results; meet
with ARC Chair on Mar 24 |
| Mar 24 |
|
Meet with ARC Chair in
prep for LFCC Mtg # 2 on Apr 6-14 |
| Mar 28 |
30 |
Prep for LFCC Mtg #2 on
Apr 6-14 |
| Mar 29 |
31 |
Prep for 2010 Disbursement
# 1 on Apr 1; determine threshold amt and email LFCC Vice Chair
for approval |
| Mar 31 |
|
OPM deadline for PCFO to
submit OPM Form 1417 (2010 campaign results) |
| Mar xx |
Apr xx |
Anticipate Air Force
Asst Fund runs on Maxwell AFB; avoid CFC-related taskings this
period |
| Apr 1 |
|
OPM deadline for 2011
Local Application period. |
| Apr 1 |
|
CFC Charity Registry is
available for local campaign data entry. |
| Apr 1 |
|
PCFO deadline to begin
quarterly disbursements per 5 CFR 950.901(i)(2); NOTE:
Contact LFCC Chair for approval of threshold amount for
disbursement to one-time recipients. |
| Apr 2 |
|
PCFO emails Campaign 2011
planning info to Campaign Chair (Air University Commander);
include talking paper with request to contact AUTV about 2011
video. |
| Apr 7 |
|
LFCC Meeting # 2;
Place: AL Power Conf Center, Clanton, 11:00 am to 1:30 pm;
Purpose: Agency app decisions, finalize campaign goal, and other
business. |
| Apr 8 |
|
PCFO sends LFCC’s agency
application decision notices; certified mail/receipt for
denials. Denial ltrs instruct agencies that appeals must be
received within 7 business days (Apr 20) from the date of
receipt of the initial LFCC decision (est. received 4/11) or 14
calendar days (Apr 22) from the date the decision was mailed
(Apr 8), whichever is earlier (per 5 CFR 950.205(b). |
| Apr 13 |
|
Contact Tuscaloosa VA
Medical Center (TVAMC) 2011 CFC manager. Set up mtg to plan 2011
activities. |
| Apr 18 |
26 |
Charitable Agencies:
This is your opportunity to let the CFC Office know if you’d
like to be considered to host an Agency Tour for Heart of
Alabama CFC Project Officers and Keyworkers. Let us know by Apr
18 (xlewis@riverregionunitedway.org), Tel: 334.264.7318 x 29 or
Fax 334.264.7485. |
| Apr 22 |
|
LFCC’s final date to
receive local appeals based on Apr 8 mailing of notices (must
be received within 7 business days (Apr 20) after receiving LFCC
decision or 14 calendar days (Apr 22), whichever is first). Per
5 CFR 950.205 (LFCC must notify appealing organization “within a
reasonable time” (target date for LFCC”s response is 5 business
days…Apr 29) (OPM deadline is June 3). |
| Apr 26 |
27 |
Set up agency tours: East,
West & Northwest. |
| Apr 27 |
|
Send video vol req; susp
May 7. |
| Apr 27 |
May 6 |
Charitable Agencies:
This is your opportunity to respond with video volunteers to
appear in the Campaign 2011 video. Respond to the CFC Office, (xlewis@riverregionunitedway.org),
Tel: 334.264.7318 x 29 or Fax: 334.264.7485 by May 6th. |
| Apr 29 |
|
OPM Deadline for LFCC to
notify local organizations of eligibility decisions in writing.
(5 CFR 950.204(e). |
| Apr 29 |
|
Target date for LFCC to mail
decisions on local appeals; mail notices by certified
mail/receipt (NOTE: OPM target date in the Calendar of Events is
Jun 3). Organizations denied on appeal must appeal to next level
to OPM in writing; the appeal must be received by OPM within 10
business days of receipt of LFCC’s denial of local appeal
(estimated receipt of LFCC appeals denial is May 6; OPM-level
appeals must be received by approx May 20 (10 bus days after May
6).
|
| May 1 |
|
Projected date for auditor
to begin Campaign 2010 AUP; deliv NLT Jul 2. |
| May 6 |
|
Susp for video vols. |
| May 20 |
|
Deadline for local agency
appeals to be received at OPM (10th business day
after estimated May 6th receipt of LFC denial of
local appeals. |
| May 23 |
|
Send PO and Population
Data req; susp Jun 6. |
| May 25 |
|
21st calendar
days after mailing local appeals decision per (decisions mailed
approx May 4). Estimated earliest date to check with OPM…any
appeals? (OPM deadline is July 29) |
| May 30 |
|
HOLIDAY - Memorial Day
|
| May 31 |
|
PCFO sets up Campaign 2010
Compliance Assessment (CA) with LFCC Chair and Vice-Chair; must
be completed by Aug 1; perform CA on Jun 28 or other date in
same vicinity. |
| Jun 6 |
|
Deadline for PO and
Population Data; begin follow-ups. |
| Jun 6 |
|
Meet with TVAMC re
September Kick-off. |
| Jun 13 |
|
Follow up w/Maxwell Officers’ Club (Colleen
Paige 953.7820) to confirm dates for September KO and December
Award events (confirmed w/Colleen Paige 5 Jan 2011). |
| Jun 13 |
|
Charitable Agencies:
This is your opportunity to make recommendations about campaign
materials. Suggestions and offers for giveaways are also
welcomed. Let the CFC Office know by Jun 24
(xlewis@riverregionunitedway.org), Tel: 334.264.7318 x 29 or Fax
334.264.7485. |
| Jun 13 |
|
Charitable Agencies:
If you wish to see your portion of the campaign’s Charity List,
please notify the CFC Office with a request by Jun 24
(xlewis@riverregionunitedway.org), Tel: 334.264.7318 x 29 or Fax
334.264.7485. |
| Jun 24 |
|
Deadline for Charitable
Agencies to make recommendations about campaign materials and
Charity List. |
| Jun 28 |
|
Projected date for LFCC
Chairman Vice-Chair to complete Compliance Assessment; rpt due
NLT Aug 1. |
| Jun 29 |
|
Work on AU Commander’s
(campaign chair) video script. |
| Jun 30 |
|
Target date for OPM to
release National/International list (via email). |
| Jul 4 |
|
Independence Day |
| Jul 5 |
8 |
Shoot 2011 campaign video. |
| Jul 14 |
|
AU Commander tapes Chair’s
segment of campaign video; 10:00 am – 10:45 am (date firmed
w/AU/CC sec. C. Ferguson - 4 Jan 2011). |
| Jul 15 |
|
Estimated date to print
charity list. |
| Jul 21 |
|
Expected date video ready
for repro. |
| Jul 21 |
|
Decide if LFCC Mtg # 3
needed for Aug 11. |
| Jul 25 |
|
Expected date video ready
for pick up. |
| Jul 26 |
|
Send PO tng notices; susp
Aug 4. |
| Jul 29 |
|
OPM target date to
complete Local appeals. |
| Jul 29 |
|
Deadline to do 2nd Qtr
Disb. |
| Aug 1 |
|
2011 CFC Audit Guide rpts
and supporting documentation must be submitted to LFCC;
documents due OPM NLT Sep 15. |
| Aug 1 |
3 |
Pack materials. |
| Aug 1 |
12 |
Prepare and fill port |
| Aug 4 |
|
PO tng responses due. |
| Aug 4 |
|
Prepare and send KO
invites to charities – West, East, and NW. |
| Aug 4 |
|
Charitable Agencies: Invitations will be sent to attend the
CFC Kickoffs for:
-
Sep 13,
East Campaign Kickoff, Central AL Veterans Health Care
System, East Campus, Tuskegee, Bldg 90.
-
Sep 15,
Northwest Campaign Kickoff, Place Auditorium, Tuscaloosa, AL
-
Sep 22,
West Campaign Kickoff, Maxwell AFB Officers Club
Contact the CFC Office by Aug 19
if you wish to attend,
xlewis@riverregionunitedway.org;
Tel: 334.264.7318 x 29; Fax: 334.264.7485. |
| Aug 5 |
|
Call. Set up Tng for Selma
PO (am) and Troy PO (pm) for Sep 2. |
| Aug 5 |
|
Prepare Campaign Kickoff
invitations for West, East and NW…send on Aug 22…RSVP Sep 7
-
Fed org heads, senior
leadership (Campaign Chairs & Local Federal Coordinating
Committee), Application Review Committee, IPOs)
-
Project Officers
- Other Special Invitees
|
| Aug 11 |
|
LFCC Mtg # 3 –
Tentative. May not be needed |
| Aug 15 |
Sep 2 |
PCFO conducts Campaign
2011 Project Officer/Key Worker Training Sessions for West, East
and Northwest Campaign. See breakouts below. |
| Aug 15 |
19 |
PO/KW Tng UW House;
8-10:30a and 1-3:30p |
| Aug 22 |
|
Pre-position materials @
CAVHCS: Mont – am and Tuskegee - pm |
| Aug 23 |
|
CAVHCS Tuskegee Tng;
9-11:30a and 1-3:30p |
| Aug 24 |
|
CAVHCS Mont Tng; 9-11:30a
and 1-3:30p |
| Aug 25 |
|
Agency Tour, East Campaign
(Lee and Macon Counties) |
| Aug 26 |
|
Make-up West PO/KW Tng UW
House; 8-10:30a and 1-3:30p |
| Aug 30 |
31 |
Agency Tours, West
Campaign (Montgomery and surrounding Counties) |
| Aug 31 |
|
To Tuscaloosa in
afternoon, RON for Sep 1 PO/KW tng sessions. Use GPS to drive
Agency Tour route before checking into hotel. |
| Sep 1 |
Dec 15 |
2011 CFC Official
Solicitation Period (5 CFR 950.102(a)) |
| Sep 1 |
|
NW PO/KW tng @ TVAMC;
9-11:30a and 1-3:30p; Place: Bldg. #137, 2nd floor conference
room (confirmed by K. Law 2/2/2011). |
| Sep 2 |
|
PO/KW
Tng in Selma (am) and Troy (pm) |
| Sep 5 |
|
Labor Day |
| Sep 7 |
|
Depart for Tuscaloosa
at 6:00 am; Agency Tour, Northwest Campaign (Tuscaloosa and
surrounding Counties) |
| Sep 7 |
|
Send reminder to NW PO/KW,
Campaign Leadership, etc., re Sep15 KO. |
| Sep 8 |
|
Photo Op for campaign
chair signing pledge form (date firmed w/AU/CC sec. C. Ferguson
- 4 Jan 2011). |
| Sep 9 |
12,13 |
Wiregrass Area
KeyworkerTraining, Bldg 5700, Ft Rucker (0900 & 1300 each day) |
Sep 13
|
|
East Campaign Kickoff, Cen. AL Vet Health Care Sys (CAVHCS),
Tuskegee; Auditorium, 10-11:30 am.
|
Sep 15
|
|
Northwest Campaign Kickoff, Tuscaloosa VA Medical Center (TVAMC),
10 am-1 pm; agency fair & carnival. Sports Atrium reserved
8:30a-3:00p by K. Law (confirmed 2/2/2011)
|
| Sep 15 |
|
Deadline for LFCCs to send
copies of the 2010 CFC to send Compliance Assessment and
supporting documentation to OPM. |
| Sep 21 |
|
Wiregrass Area Campaign
Kickoff – 1100 @ The Landing, Ft. Rucker |
Sep 22
|
|
West Campaign Kickoff,
9-10:30 am, @ MAFB O-Club Main Ballroom plus Gold Room
(confirmed w/Collie Paige (953.7820) (date
firmed w/AU/CC sec. C. Ferguson - 4 Jan 2011). |
| Oct 31 |
|
Deadline to do 3rd
Qtr Disb (OPM deadline Nov 1). |
| Nov 4 |
|
Wiregrass Area Campaign
Ends (6 wk/2 days) |
Nov 10
|
|
Campaign Ends (7 wks, M-G; 8 wks, All Others)
|
| Nov 16 |
|
Wiregrass Area Closing
Ceremony @ Army Aviation Museum, Ft Rucker |
| Nov 14 |
|
Prepare Campaign Victory &
Awards Invitations for West/East…send on Nov 17…RSVP Dec 1
-
Fed org heads, senior
leadership (Campaign Chairs & Local Federal Coordinating
Committee), Application Review Committee, IPOs)
-
Project Officers
Other Special Invitees |
| Nov 21 |
|
Prepare Campaign Victory &
Awards Invitations for NW…send on Nov 29…RSVP Dec 9
-
Fed org heads, senior
leadership (Campaign Chairs & Local Federal Coordinating
Committee), Application Review Committee, IPOs)
-
Project Officers
Other Special Invitees |
| Nov 24 |
|
HOLIDAY - Thanksgiving |
Dec 9
|
|
CFC Victory & Awards Celebration; Maxwell AFB Officers’ Club, 9
am to 10:30 am (Reserved 1/4/2011 w/Colleen Paige (953.7820)
(date firmed w/AU/CC sec. C.
Ferguson - 4 Jan 2011). (Date changed from 8 to 9 1/27/2011 &
confirmed w/P. Williams; C. Ferguson & J. Brooks)
|
Dec 14
|
|
CFC Victory & Awards Celebration; TVAMC, 10 am to 11:30 am.
Sports Atrium reserved 9:00a-1:00p by K. Law (confirmed
2/2/2011)
|
| Jan 2012 |
or early Feb 2012 |
Do 4th Qtr Disb
of 2010 funds (final disb). |
Heart
of Alabama
