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Contents
I.
History,Purpose,andMissionoftheColoradoCombinedCampaign(CCC)
OverviewoftheCCC
a. ExecutiveOrders
b. Definitions
c. CCCContractforServicesofCampaignManager
d. CCCBylaws
e. Financials
Roles,Duties,andResponsibilitiesofKeyPersonnel
a. ExecutiveCommittee
b. AdvisoryCommittee
c. LeadCoordinator
d. DepartmentDirectors
e. HonoraryChair
f. Governor
g. CampaignManager/Vendor
i. ExecutiveDirector
ii. CampaignCoordinator
iii. SeasonalCampaignRepresentativeandVolunteers
Events
a. AdvisoryCommittee
b. Agency/CollegeCampaignEvents
c. MajorFundraisingEvents
Outreach/Marketing
EvaluationsandMeasurements
II.
III.
IV.
V.
VI.
I.
Priorto1987,variousstatefunddriveswerecoordinatedbydifferentstateemployeeswithin
differentagenciesanddepartments.Therewaslittlechoiceinthedesignationsofnonprofit
organizationstodonatetoanddonatingthroughpayrolldeductionwasnotallowed;however,
charitablegivingbystateemployeeshasastronghistoryinColorado.
Recognizingtheimportanceofcharitablegivingbystateemployeesandunderstandingthatboth
employeesandcharitableorganizationswouldbenefitfromexpandingthenumberofdesignation
choicesmadeavailabletoemployeesandallowingemployeestodonatethroughpayrolldeductions,
GovernorRichardLammsignedExecutiveOrderB01186onJanuary9,1987,establishinga
ColoradoStateEmployeeAdvisoryCommitteeonCharitableGiving,nowknownastheColorado
CombinedCampaignAdvisoryCommittee(CCCAC).TheColoradoCombinedCampaignwascreated
byexecutiveorderandbydedicatedstateemployeestoimprovethestateofColoradoby
encouragingworkplacegivinginalldepartmentsofstategovernment.
ThestateemployeescomprisingtheoriginaladvisorycommitteewereappointedbytheGovernor
andwerechargedwithperformingthefollowingfunctionsincluding,butlimitedto:
Formulatecriteriafordeterminingwhichorganizationswouldbeincludedintheannual
charitablefunddrive;
Designanapplicationprocedurefororganizationstobechosen;
Considerinputfromcharitableorganizationsandstateemployeesinformulatingthesecriteria
andprocedures.
TheExecutiveOrderlistedseveralreasonsforcreatinganannualcharitablefunddriveforstate
employees,including:
Charitablegivingbystateemployeesshouldbeencouragedasanappropriateandconvenient
waytobenefitourcommunities;
Severalannualfunddriveshavealreadybeencoordinatedbystateemployees;
Requestshadbeenreceivedforpermissiontocreateameansforstatepayrolldonations;
Employeesandcharitableorganizationswouldbenefitfromanexpansiondonationchoicesfor
employees;
TheStatewouldbenefitfromhavinganadvisorycommitteetoestablishcriteriaanddesign
proceduresforanexpandedannualdrive.
ThefirstColoradoCombinedCampaignwasthe19871988campaignandraised$540,000.Thefirst
HonoraryChairorCoChairwasLt.GovernorMichaelCallihan.Sincethe19871988campaignthere
havebeen30plusHonoraryorCoChairs.TheCCChasbecomeanannualtraditionofstateemployee
givingbacktoColoradocitizensandcommunitiesthroughCCCnonprofitpartners.Stateemployees
haveconsistentlypledgedamillionplusdollarseveryyearsincethe19971998campaign.
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TheCCChasneverbeenmoreimportantthanitistodayasfiscalconstraintscontinuetolimitthe
servicestheStatecanoffertocitizensinneedandasnumerouscommunitiesthroughoutthestate
findthemselvesblindsidedbyemergencysituations.
AlthoughmembershipontheCCCAChaschangedovertheyears,theCCCAdvisoryCommittee
continuestomeetonaregularbasisthroughouttheyearinordertoactivelyoverseethe
administrationoftheannualcampaign.TheCCCACsannualtasksincludesettingCCCpolicyand
updatingtheCCCbylawsasneeded;approvingcampaignbudgets,finances,andpromotional
materials;,approvingapplicationsfromnonprofitorganizations;andrepresentingtheinterestsof
theirfellowstateemployees.
II.
ExecutiveOrderD00701 regardingentitiesallowedaspayrolldeductions
ExecutiveOrderD00607rescindingD00701
d. CCC Bylaws
ThecurrentCCCBylawsshouldalwaysbeavailableontheColoradoCombinedCampaign
website http://www.coloradocombinedcampaign.org/
PastversionsoftheCCCBylawsshouldbeavailableintheCCChistoricalfilesheldbythe
currentCCCVendorandCampaignManager.ItistheCCCAdvisoryCommitteesgoaltostore
asmanyhistoricaldocumentsaspossibleelectronicallyandinourowndatabases.
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e. Financials
i.
CCCBudgetAspartoftheCCCBylaws[SectionV(B)]andasrequiredinthevendor
contractwiththeDPA,theCCCCampaignManager/Vendor(CMV)willsubmitannual
campaignbudgettotheCCCAdvisoryCommittee(CCCAC)foritsapproval.Thebudget
submittedtotheCCCACmusthaveanticipatedcampaignneedsandcostsclearly
brokendownfortheCCCAC.ItalsoneedstoprovidetheCCCACwithatotal
administrativecostpercentage.Generally,theCCCACsgoalistoapproveacampaign
budgetof15%orlessoftheprojectedfundraisingtotalfortheyear.Thisworksgreat
whenfundraisingtotalsaresignificantlyabove$1Mdollars,butwhenfundraising
totalsdipdownto$1Morbelow,theCCCACmayneedtoapproveabudgetthatis
higherthan15%.WhenthisoccurstheCCCACshouldworkwiththeCMVtocut
expenseswhereverpossiblewithoutadverselyaffectingtheupcomingcampaign.Itis
alsoimportantfortheCCCACtorealizethatamilliondollarcampaigninevitablywill
haveasignificantamountofsetexpensesandwillmostlikelyalwayscostatleast
around$150,000ayear.
Onceabudgetpercentagehasbeenapproved,theCMVwillbedirectedtosetasidea
setpercentage(a5%or12%)ofallincomingmoniesinordertohaveanadministrative
accounttochargeexpensesto.
ii.
Expenses/InvoicesEachmonththeCampaignManager/Vendor(CMV)will
providetheCCCExecutiveCommittee(CCCEC)withanexpensereportandinvoicefor
CCCexpenses.EachmemberoftheCCCECwillreviewthereportandinvoice.Two
membersofCCCECwillneedtosignoffoneachmonthsinvoicebeforetheCMVcan
transferCCCfundsforpayment.
Whenreviewingexpensereportsandinvoices,oneshouldbeawareofwhatisthe
approvedorexpectedbudgetforcertainitemsandfeelfreetoaskquestionsorforan
explanationforanythingthatseemsoff suchasexpensesoutofseason,itemsover
budget,duplicateexpenses,unusualchangesinmonthlybillingamounts,etc.
Inaddition,itistheCMVsresponsibilitytoinformtheCCCECandAdvisoryCommittee
ofanysubstantialchangesinapprovedbudget.AsrequiredbytheDPAcontract,all
outgoingchecksfromCCCfundsrequiretwosignaturesandadesignatedpersonfrom
theDPAmusthavetheabilitytoreviewCCCbankaccountsatanytime.TheCMV
shouldprovideregularbankactivityreportstotheDPAandCCCECorasrequested.
iii.
ContributionTrackingContributiontrackingisimportantandreliesonattention
frommanydifferentplayers.DuringandaftertheannualCCCcampaigntheCampaign
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Manager/Vendor(CMV)willsendregularreportsofdonationstotheCCCExecutive
Committee(CCCEC)andAdvisoryCommittee(CCCAC).TheCMVisresponsiblefor
makingcertainthatallmoniesdonatedtotheCCCarereceivedintotheCCCaccounts
anddistributedasindicatedasdonors.LeadCoordinatorsassisttheCMVbychecking
allpaperformsturnedintothemandbyaccuratelyfillingoutdonationreportforms
fortheiroffices/agenciesbeforeturningalltheinformationintotheCMV.Afewdays
afterthefirstoftheyear,theCMVwillalsosendtoLeadCoordinatorsandPayroll
Departmentsthelistofonlinedonorsfromtheiroffices/agenciesdonatingthrough
payrolldeductions.TheCMVmaychoosetocrosschecktheirpayrolldonation
informationwithindividualpayrollrecordstomakesurethatallinformationhasbeen
enteredcorrectly.
Electronicversionsofpledgeformsandpledgeprocessingformscanbefoundonthe
CampaignResourcespageforLeadCoordinators
PerSectionsVandVIoftheCCCBylaws,theCMVisalsoresponsiblefordistributing
moneytotheCCCsnonprofitpartnersasdirectedbyCCCdonors.TheCCCACandthe
CMVholdfederationsandumbrellaorganizationsresponsiblefordistributingCCC
moniesasrequiredinthebylawsandforholdingthenonprofitsundertheirumbrella
tousing85%ofanyCCCmoniesonprogramcostsonly.
AtanypointtheCMVmaydoarandomcheckofnonprofitaccountstomakecertain
thatCCCpoliciesarebeingadheredto.
ACmemberrecruitment.AnimportantcomponentoftheCCCECsdutiesistotrytorecruit
CCCACmembersfromunrepresentedagenciesoruniversitieseachyear.TheCCCECreaches
outtoLeadCoordinatorsattheannualkickoffandthankyouevents.InadditiontheCCC
ExecutiveDirectormentionsCCCACopeningstoLeadCoordinatorswheneverappropriate.
TheCCCEChasdevelopedsomedocumentsthatcanbeupdatedandpersonalizedandsentto
potentialCCCACmembersandtheirsupervisor.Thesedocumentsaremeanttogivealittle
backgroundontheCCCACandwhatisexpectedofapotentialmember.
CCCACinvitationletter
ConsideringjoiningtheCCCAC
WelcometotheCCCAC
b. Advisory Committee
ThedutiesandresponsibilitiesoftheCCCAdvisory(CCCAC)andExecutiveCommittees
(CCCEC)arespelledoutinSectionIVoftheCCCBylawsandalsointheCCCACjobdescription
approvedbythecommitteein2014(andcopiedinbelow).
Ideally,theCCCACwouldconsistofonerepresentativefromeachstateagencyandstate
college/university.Butthisisnotrealistic.TheCCCACusuallyhas15to20stateemployee
membersrepresenting15to20stateagenciesand/oruniversities.TheCCCBylawsalsoallow
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foracertainnumberofatlargeCCCACmembersaslongastherearenotmorethantwo
membersfromthesameagency/university.Theallowanceofatlargemembershipshas
helpedtheCCCACwhentransitioningtonewrepresentativesandinengagingstateemployees
whoareinterestedinworkingwiththeCCCatthisleveleventhoughtheiragencyalreadyhas
onerepresentative.
BasicresponsibilitiesoftheCCCACmemberaretobeinvolvedinoverseeingandmaking
decisionsregardingtheannualCCCcampaign.Thisincludes:
SettingCCCpolicyandupdatingtheCCCbylawsasneeded;
Reviewingandapprovingannualcampaignbudgets,finances,andpromotional
materials;
Reviewingandapprovingapplicationsfromnonprofitagencyorganizationsfor
inclusioninthecampaign;
ReviewingandapprovingtheannualplanpreparedbytheCampaignManager/Vendor
(CMV);
HelpingandparticipatingwithspecialeventsandLeadCoordinatortraining;
Assistingwiththeirowndepartment/universitycampaignasnecessarycoordinated
withthedepartment/universityLeadCoordinator;
Serveonasubcommitteetoplanaspecialevent,resolveanoutstandingissue,or
updatethebylaws;
Andrepresentingtheinterestsoftheirfellowstateemployees.
CCCAdvisoryCommitteeMemberJobDescription
ParticipatesontheCCCAdvisoryCommitteeasfollows:
1. OverseestheannualcharitablegivingcampaignforColoradoStateEmployees.
2. Whennecessary,assistsinCCCcampaignmanagerselectionprocess.
3. Reviewsandapprovesthecampaignmanagersannualplanandbudget.
4. Reviewsthecampaignmanagersoverallperformance,administration,andfacilitation
ofCCCactivities.
5. Reviewscharitablefederation/umbrellaorganizationandcollege&university/state
serviceorganization(SSO)applicationsforpossibleinclusionintheCCC.
6. Recommendsapprovalorrejectionoffederation/umbrellaorganizationsorSSOsfor
CCCparticipation.
7. Reviewsandamendsbylawsasneeded.
8. RepresentshisorherstateagencyoreducationalinstitutionontheCCCandservesas
aCCCliaisonwithotherstaffandexecutivedirectors.
9. Attendsandparticipatesinasmanyadvisorycommitteemeetings/eventsaspossible.
Requestedcommitmentlevelattendanceathalfofthemeetings/eventseach
calendaryearandservingonatleastonesubcommittee.
10. Ifelectedbythecommittee,servesontheexecutivecommitteeaschair,vicechairor
secretary/financialofficerandfulfillsdutiesasdescribedinbylaws.
11. Activelysupportstheeffortsofhisorherstateagencyoreducationalinstitutionslead
coordinator.
12. Whenneeded,assistscommitteeinengagingleadcoordinatorswithinhisorher
agencyoreducationalinstitutionfortheannualcampaign.
13. Whenleavingthecommittee,assiststhecommitteeinengagingareplacement
representativefromhisorheragencyoreducationalinstitution.
AnnualreviewingofapplicationstotheColoradoCombinedCampaign:
OneofthemostimportanttasksthattheCCCAdvisoryCommittee(CCCAC)undertakesisthe
annualreviewofthenonprofitsthatwishtobeincludedinthecampaign.Mostofthe600+
organizationsbelongtoaFederationorUmbrella**organization,whichsignificantlycuts
downonthenumberofapplicationsthattheCCCAChastoreview.Eachfederationor
umbrellaorganizationisresponsibleforputtingtogetheroneapplicationforallofthe
organizationsunderitsumbrella.Generally,therewillbeapproximately25to30federation
applicationstoreviewand25to35Colleges&Universities/StateServiceOrganizations
(CU/SSO)++applicationstoreviewannually.
TheapplicationreviewmeetingusuallyoccursinMarch.Theprocesscanbeanalldayevent
andistypicallyheldattheofficeofthecampaignmanager.Itisusuallyscheduledtostartin
themorningandlunchisprovided.
Applicationreviewprocess.CCCACmembersarepairedupwithatleasttwomembers
reviewingeachapplicationsothat,ifapplicable,anynewmemberscanworkwithaseasoned
memberandfamiliarizethemselveswiththeprocess.
ApplicationsareusuallyreviewedpriortotheCCCACsreviewmeetingbyCCCstaffin
anefforttoidentifyanymissingorincompleteinformationfromapplicationsandto
obtainthismissinginformationfromtheapplicants.
CCCStaffcompletesthecheckofflistoftherequiredcriteria(fromthebylaws)for
inclusionintheColoradoCombinedCampaign.Thislistisprovidedwitheach
applicationandissubjecttoverificationbytheCCCAC.
AsCCCACmembersrevieweachapplication,thesubstantive1itemsarereviewed,
discussed,andadeterminationismadeoneachissue.Thedeterminationsareas
follows:
o Ifallrequireditemsareintheapplication,thereviewerswillnotethisonthe
checkoffform,signanddatetheform,andplacetheapplicationintheirstack
ofapplicationstorecommendthecommitteeapprovetheapplication.
o Ifsomethingismissingfromtheapplicationpacket,thereviewerswillnote
whatismissing,signanddatetheform,andplacetheapplicationintheirstack
ofapplicationstorecommendthecommitteeconditionallyapproveupon
receiptofthemissingitemsorapprovependingreceiptof....Meaningthat
oncethemissingitemshavebeenreceivedtheorganizationisapprovedfor
inclusionthereisnoneedforthecommitteetorevisittheapplication.Ifthe
itemsarenotreceivedthentheorganizationshouldnotbeincludedinthe
campaign.
o Ifthereviewersfindsignificantomissionsorproblemswiththeapplicationor
thattheAFR%doesnotfitwithinthecriterialistedintheCCCbylaws(andthe
reasonstatedforthehighAFRisquestionable)ortherelationshipwiththe
stateisweak(thisonlyappliestoCU/SSOs)theywillnotethisonthecheckoff
form,signanddatetheform,andplacetheapplicationintheirstackof
applicationstodiscusswiththecommitteeinmoredetailandpossibly
recommendthecommitteeconsidertheorganizationpendingdenialor
denied dependingontheirrecommendedaction.Pendingdenialisa
recommendationthattheorganizationbeallowedtocorrectorexplainany
problemswithinasettimeframeandbereconsideredbythecommittee.
Deniedindicatesthattheapplicationdoesnotcurrentlymeetthe
requirementsoftheCCCandisnotexpectedtowithinthenextcoupleof
months.Theapplicantiswelcometoapplythenextyearalthough,inthecase
ofaCU/SSOwithoutastaterelationship,theapplicantmayjustneedtojoina
federation.
Onceallapplicationshavebeenreviewed,thereviewerswillreportbacktothe
committeetherecommendedstatusfromeachoftheapplicationstheyhave
reviewed.Oncethisinformationisrecordedfromallreviewers,motionswillbemade
UsuallyistheconnectionwiththeStateofColoradoand/ortheadministrativefees.
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toapprovethelistoforganizationsrecommendedforapproval,conditionally
approvethelistoforganizationsrecommendedforconditionalapproval,andto
considerotherorganizationseitherpendingdenialordenied.
AttheAprilmeeting,theCCCstaffwillreporttotheCCCACwhichorganization
providedinformationandarenowconsideredapproved.CCCstaffwillalsoprovide
thecommitteewithanyapplicationinformation,suchasupdatedstatementsofState
relationship,orotheritemsthatrequirereconsiderationbythecommitteeandanew
voteontheapplicantsapprovalstatus.
CCCSubcommittees DivideandConquer
TwotofourtimeseachyearCCCAdvisoryCommittee(CCCAC)memberswillbeaskedto
volunteertoserveonadecisionmakingsubcommittee.Thesesubcommitteesconsistofthree
ormoreCCCACmembersandaCCCstaffmember.Thesesubcommitteestraditionallymeet
onlyoncetodiscussandmakeanymajordecisionsandcompletetherestoftheprocess
electronicallyineffortstobemindfulofmemberworkloadsandresponsibilities.
Eachyearthestandardsubcommitteesforplanningandimplementingare:theKickoffEvent,
theCampaignResourceDirectory,andtheThankYouEvent.Anyotheradhoc
subcommitteesformedareonanasneededbasisonly.
KickoffandThankYouEvents
Planningusuallyincludesdeciding:
Dateandtime
Venue
Menu
LeadCoordinatorgiftthemefortheeventifitistobeincorporated
Agendaandactivities
Trainingmaterials
Doorprizes
CampaignResourceDirectory
Planningincludes:
Brainstormingondirectorycoverartwork
CCCbranding,logos,campaignthemesandslogan
Reviewingmaterialsincludedinthedirectory
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Makingdecisionsonthenumberofpagesofextramaterialtoinclude
Reviewingthepledgeformformat
Keepingthedirectorycostswithintheapprovedbudgetamount.
Again,thesubcommitteewillusuallymeetoncetobrainstormandmakemajordecisions
withtheremainderoftheinformationsharinganddecisionsbeingmadeviaemail.
AdHocSubcommittees
Dependingonthesituation,subcommitteesareformedfromcommitteediscussionsand
generallyentailonlyoneortwomeetings,withanyotherdiscussionandinformationsharing
handledthroughemails.OnoccasiontheCCCExecutiveCommitteemayformanongoing
subcommitteetotakeonacontinuingproject.Inthesesubcommitteesthenumberof
meetingswilldependontheprojectandthegroupinvolved.
SamplesofeventagendasandplanningdocumentscanbefoundintheEventsportionofthis
documentfoundinSectionIV.
c. Lead Coordinators
LeadCoordinators(LC)areattheheartoftheColoradoCombinedCampaign.ItisthroughLCs
thatthecampaignislaunchedandbroughttotheattentionofstateemployees.LCsbecome
thefaceandvoiceofthecampaignfortheiragencyorcollege/universityandsometimes
requireassistanceconductingtheircampaigns.TheCCCACisalwaysinterestedincomments
andsuggestionsfromLCs.
CCCBylawsdefinition:
VolunteerCoordinators(orleadcoordinators)areindividualsfromvariousstateagencies
andofficeswhovolunteertocoordinatetherunningoftheColoradoCombinedCampaignand
collectionofpledgeinformationfortheirofficeoragency.
CCCACapprovedjobdescription:
ColoradoCombinedCampaignLeadCoordinator
The Lead Coordinator is responsible for developing the organizations annual campaign and a
strategy for encouraging employee giving. A successful coordinator will be able to work
effectively with the Advisory Committee, CCC staff, group coordinators and volunteers. The
coordinator will delegate tasks to the support team, schedule all meetings for their location,
motivate volunteers and provide overall enthusiasm for a successful campaign. Additionally,
the coordinator must carefully maintain records for contributions, submit reports on
campaign contributions, and communicate, as required, to the CCC staff and Advisory
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Committee. Please see the Lead Coordinator information, resources, and training manual
providedontheCCChomepage.
ExecutiveDirectors,University&Collegepresidents,AssistantDirectors,Chancellors,agency
orcollegesupervisors,andofficemanagerscanhaveasignificantimpactonthemessageof
theColoradoCombinedCampaignwiththeiremployees.Amessagefromadirectoror
presidentintroducingthecampaignandthedesignatedagency/universitycontactfor
additionalinformationreceivesmoreattention.Itisidealifthedirector/presidentisalso
willingtoendorsethecampaignorotherwiseshowsupportforthecampaignsuchas
attendingfundraisingeventsoractingasajudgeincompetitions.Anotherrolewouldbefor
thedirectororpresidentfromeachagencytodesignatesorappointanemployeeorapproves
aninterestedemployeesrequesttobeanagencyrepresentativeontheCCCAdvisory
Committee.TheCCCHonoraryChairplaysanimportantroleinreachingoutandopening
dialogwiththeGovernorsCabinetregardingtheCCC.
Theworkcultureofeveryagencyanduniversitycandifferregardingfundraisinginthe
workplace.ItisimportantfortheCCC,theCampaignManager/Vendor,andLead
Coordinatorstotaketimetounderstandthewrittenandunwrittenpoliciesforthe
organizationanditsleadershipinordertoshowrespect.CCCsBuildingStrongDonor
RelationshipsguidelinesincludedintheCCCLeadCoordinatorTrainingManualsuggesttrying
toengageofficeleadersandto,attheveryleast,letthemknowwhenthecampaignis
expectedtostartandendandtotrytoopenadialog.Perhapsaskforsuggestionsorhow
theywouldliketobeinvolvedinthecampaign.Theymaynotwanttobeinvolved,butit
seemsrespectfultooffertokeepthemintheloopandtoaskfortheiropinion.
e. Honorary Chairs
EachyeartheCCCAC,namelytheDirectoroftheCCCandtheCCCchair,invitesastate
employeeleaderorleaderstobecometheCCCHonoraryChair(s).TheCCCACasksfor
nominationsfromitsmembers,discussesthenominations,votes,anddeterminesatleasttwo
preferablecandidates.Ideally,theHonoraryChaircandidateshavebeenchosenbytheApril
meetingsothatCCCExecutiveCommitteeandtheCCCDirectorhavetheopportunitytotalk
tothenomineeinpersonandknowhisorheranswerinadvanceoftheAugustkickoff.
HonoraryChairsareveryimportanttotheColoradoCombinedCampaignbecausetheyserve
asthefaceofthecurrentyearcampaignandinteractwithotherleadersontheCCCsbehalf.
HonoraryChairresponsibilities:
1. Beenthusiasticandsupportiveofthecampaign.
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2. ReachouttootherstateleadersregardingtheCCCatCabinetmeetingsorotherhighlevel
staffmeetings.
3. Writealettertoemployeesfortheannualcampaignresourcedirectory.
4. BeavailabletoanswergeneralquestionsfromstateleadersorfromtheCCCregarding
possibleapproachestoengagingstateleadersinthecampaign.
5. Ifpossible,speakattheCCCkickoffandthankyouevents.
ChronologicallistofpastCCCHonoraryChairs
DraftwelcomelettertoHonoraryChair
f. Governor
EveryyeartheGovernoroftheStateofColoradoplaysasignificantroleinthestateemployee
givingcampaign.TheGovernorsrolemayvaryfromyeartoyearbasedontheGovernors
availabilityoranycurrentissuesbeingfacedbytheState.TheCCCACtypicallyhas
representationfromtheGovernorsOfficetoserveasaliaisonwiththeAdvisoryCommittee.
SuggestionsforGovernorInvolvement:
1. WritealetterfortheannualcampaignresourcedirectorycoordinatedbytheCCCAC
liaisonortheCCCDirector.
2. Dependingavailability,attendsprimaryevents(kickofforthankyouevents,other)to
speakandrecognizeleadcoordinators,advisorycommitteemembers,andCCCstaff.
3. Makeashortvideoaboutthecampaign,expressingsupportandenthusiasmforthe
campaign,and,perhaps,thankingallparticipants.Thevideocouldbealsousedforsocial
mediapurposes.
4. AcknowledgetheworkofLeadCoordinatorsandAdvisoryCommitteemembersviaemail
orothercorrespondence.(optional)
g. Campaign Manager/Vendor
TheDepartmentofPersonnelandAdministrationcontractswithanoutsidesourcetotake
careofthedaytodayrunningoftheannualCCCcampaignswhichincludes,butisnotlimited
to:
Thecollectionanddistributionofdonations,
Maintainingdocumentsanddatabases,
Planningeachyearscampaign,
MaintainingCCChistory,
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AssistingtheCCCAdvisoryCommitteewithitsmeetings,
KeepingthecommitteeinformedonCCCissues,
Initiatingandmaintainingpersonalcontactswithinthevariousagenciesandcolleges,
AndfindingwaystomaketheCCCbrandstrongereachyear.
ThespecificdutiesandresponsibilitiesoftheCCCCampaignManager/Vendor(CMV)andtheir
staffaredescribedindetailintheSectionVandVIIoftheCCCBylawsandinExhibitA
StatementofWorkportionoftheCCCcontractwiththeDPA.
TheCCCDirector(CCCD)isanindividualhiredbythecontractedCampaign
Manager/Vendor(CMV)toworkcloselywiththeCCCAdvisoryCommittee(CCCAC)
withtherunningoftheannualCCCcampaign.AlthoughtheCCCDisanemployeeof
theCMV,theCCCDactsunderthedirectionofandincooperationwiththeCCCAC
andthustheCCCACparticipatesinthishiringdecision.UsuallytheCMVnarrowsthe
candidatepooltoitstoptwoorthreechoicesandthentheCCCACinterviewsthese
candidatestohelpmakethefinalchoice.TheCCCreimbursestheCMVformostof
theCCCDssalary.
TheCCCDisresponsibleforthedaytodayrunningoftheCCCandessentially
becomesresponsibleforensuringthattheColoradoCombinedCampaignis
organizedandconductedwithinitscontractualagreementsandtherequirementsof
theCCCBylaws.Inaddition,theCCCDattendsallCCCACmeetings,activelyreaches
outtovariousagenciesandcollegesinordertofosterandmaintainrelationships,
andkeepsincontactwithCCCLeadCoordinatorsinordertoestablishstronger
relationshipswithCCCkeyplayersthroughoutthestateandthroughouttheyear.
TheCCCDassiststheCCCExecutiveCommitteewithbuildingagendasforCCCAC
meetings,budgetandinvoicedocumentation,andotherreportsandservices.
CCCExecutiveDirectorjobdescription.
ii. TheCCCCampaignCoordinator(CCCCC)assiststheCCCDirectorasneededand
usuallyhasothersignificantresponsibilitieswiththeCMVsothatthetimespendon
CCCactivitiesislessthan80%.TheCCCCCattendsCCCACandothermeetingsand
coordinatestheminutesforallCCCmeetings.Inaddition,theCCCCCisresponsible,
underthedirectionoftheCCCDirectorandtheCCCACforcreatingandmaintaining
allCCCCCelectronicdocuments,websites,andsocialmedia.TheCCCCampaign
CoordinatorinvestsasignificantamountoftimeassistingLeadCoordinatorsduring
theactivemonthsofthecampaignandalsohelpstheCCCinestablishingstronger
relationshipswithkeyplayersthroughoutthestate.TheCCCCmayalsohaveother
dutiesasassignedbytheCCCACandbytheCMV.
CCCCampaignCoordinatorjobdescription.
i.
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iii. SeasonalCampaignRepresentatives(SCR)arehiredonanasneededandusually
parttime(hourly)basis.ASCRmaybeaskedtoassistwithdeliveringdirectories,
forms,promotionalgiveaways,andotherrequesteditemstoLeadCoordinators.Also
theSCRmaybetaskedwithattendingmeetingsandtakingphotosatvariouskickoff
events,pickingupcontributioninformationfromLeadCoordinatorsandwith
inputtingthecontributionintothethedonationdatabaseaswellashelpingwith
othernecessaryactivities.
Ajobdescriptionforthispositionisusuallyposteduniquelyforthedutiesandtasks
thatarespecifictothatcurrentyearscampaign,buttypicallyperformtheabove
tasks.
CCCVolunteerscanhelpwithanyactivitiesthattheyarecomfortablewithand
wouldliketodo.Duringthecampaignseasonvolunteerscouldbeaskedtodomany
ofthetasksthataSCRwoulddo.Atothertimesoftheyear,avolunteermaybe
helpingwithorganizingCCCfilesanddataentryinCCCdatabases.
CCCSeasonalCampaignRepresentativejobdescription.
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IV. Events
a. Advisory Committee and Campaign
CCCKickoffEventheldinadvanceoftheannualcampaign.Presentedannuallyandis
consideredthestartingpointoftheFall/Wintercampaign.CCCcampaignstaffandtheCCCAC
planandhostthisevent,usuallyheldinAugust,specificallyforLeadCoordinators..Key
agendaitemsaretheintroductionofCCCstafftonewLeadCoordinators,theintroductionof
thisyearsHonoraryChairtoallLeadCoordinators,andanopportunityplatformforLead
Coordinatorstoshareideasandaskquestions.UpdatedTrainingGuidesareprovidedeach
year.TheCCCDirectorisresponsibleforupdatingthetrainingguideseachyearandusually
seeksapprovaloftheinformationfromeithertheExecutiveorAdvisoryCommittee,
dependingontimedemands.
Theeventcanincludeactivitiesandgifts,presentationsbypartnerorganizations(eitherinthe
formofanonprofitfairorafiveminutepresentation),andpaneldiscussions.Theevent
typicallyalsoincludesdoorprizes,agiftforLeadCoordinatorsfromtheCCC,andaspeech
fromtheHonoraryChair.Theeventisusuallyarrangedasacasualsitdownlunchandcango
aslongashalfaday.Trainingguidesaredistributed,sometimesnewresourceguidesare
unveiled,ornewpromotionalitemsmightbeshared.Anychangesincampaignmaterials,
procedures,ordonationsitesarehighlighted,andstaffisavailabletoanswerquestionsand
getfeedbackfromLeadCoordinatorsbeforelaunchingthestatewidecampaign.
CCCThankYouEventheldaftertheannualcampaign.Alsopresentedannually,theeventis
consideredtheofficialendofacampaignseason.TheThankYouEventisalsoplannedand
hostedbytheCCCcampaignstaffandCCCAdvisoryCommitteeandusuallyisheldtowards
theendofFebruary.ThepurposefortheeventistothankalltheLeadCoordinatorsfortheir
hardwork.TheThankYouEventisusuallyacasualafternooneventwithappetizersand
refreshments.EveryLeadCoordinatorreceivesaspecialthankyougift,doorprizesare
drawn,andfinalcampaigntotalsareannounced.Therearesomepresentationsmadeand
agencyawardshandedout,buttheformalpartoftheagendaiskeptbrief.AgencyAwards
include:
Agencywithmostnewparticipants
Agencywithhighestaveragedollars
Agencywithhighestpercentageincreaseofdonations
Others(mostcreativeagencykickoff,mostdollarsraised,etc.)
SampleEventAgendas,TrainingGuidesandotherinformation.
16
Chilicookoffs
Silentauctionswithdonateditems
Celebrityroasts
Breakfastchatswithnonprofitpresentations
Agencyfairs
Gamesandprizes(AgencyFairbingo)
Agencyfunrunswithdonationregistration
BasketsandBids
TacoTuesdayorBurritoThursday
DenimDaysorothernonbaseincentives
Photosandotherinformationprovidedfromstateagenciesandcollegesarepostedonthe
ColoradoCombinedCampaignswebsite,Twitter,andFacebookpages,andintheResource
Directory.TheCCCencouragesagenciesandcollegessharethisinformationwithussothat
wecanshareitwithotherstateemployees.
17
18
V.
Outreach / Marketing
CCCWebsiteandSocialMedia.Marketing,media,socialmedia,andotherelectronicmeansof
outreachtostateemployeesisanimportantandongoingendeavorfortheColoradoCombined
Campaign,theCCCAdvisoryCommitteeandtheCCCCampaignManager/Vendorinourgoalof
heightenedbrandrecognitionandtrustofservices.Amajorportionofthejobabilitiesand
responsibilitiesoftheCCCCampaignCoordinatorisupdatingandmanagingtheCCCselectronic
mediatheCCCwebsiteandtheCCCsTwitterandFacebookpages.
CCCandbrandrecognition.(Goalsandimplementationplansarestillinresearchand
developmentbyaCCCadhoccommittee.)
MediaandPressReleases.Asthestate,itsagencies,colleges,offices,andemployeesbecome
moreandmoreinvolvedintechnologybasedcommunications,itisbecomingimperativethatthe
CCCmustkeepupwitheasilyaccessibleelectronicmediawithpertinentinformationtoreinforce
acommunityofgivingyearround.ItiscriticalforCCCelectronicmediatohighlightournonprofit
agenciessothatdonorscanseethetangibleimpactstheircontributionsaremakingthroughout
thestate.ItisalsoimportantfortheCCCtohaveameanssuchasTwitterandFacebookforstate
employeesandournonprofitstohaveanopportunitytointeract.Inthelongrun,awell
developedandfriendlyonlinegivingsite,willmakedonatingeasierandsavemoneyasmoreand
morestateemployeesusethesiteyearafteryear.
InadditiontheCCChas,forthelastseveralyears,madeapracticeofsummarizingcampaign
outcomesintheformofpressreleases.ThesepressreleasesaresentouttoalltheGovernors
cabinetmembers,PresidentsofCollegesandUniversities,LeadCoordinators,andAdvisory
Committeememberstosendontointerestedpartiesandfellowstateemployees.Inthepast,
pressreleaseshavealsobeensenttovariousprintmedia.
CCCmarketingwithintheStatecommunicationplatform.Itcontinuestobeachallengetofinda
mechanismtosendthesamemessagetoallstateemployeesatthesametime.TheCCCwill
continuetoexploreoptionsforsendingoneblast2emaileachyearandtofindaconsistentmeans
ofcommunicationwithineachagencyorcollege/university.Manyagenciesandofficesare
institutingweeklynewslettersinordertodiminishthenumberofemailsbeingsentoutbyoffice
employeesandrestrictingallnonworkrelatedannouncementstothisformat.Other
departmentsalsohavesharedintranetsitesorcansenddepartmentalblastemailsinorderto
reachallemployeesinthedepartment.ItisimportantfortheCCCAdvisoryCommitteeand
CampaignManager/Vendortostayontopofinformationdisseminationtrendsinthestate
workingenvironmentinordertosupplyLeadCoordinatorswiththetoolstheymayneedfora
AnemailthatisgeneratedbytheGovernorsofficethatgoesouttoallstateemployees.Atthispoint,noother
departmenthasthecapabilitytosendoutamassemailanditisdifficulttohaveonecomeoutoftheGovernorsoffice.
19
successfulcampaign.Asolutiontopursueistoexplorethecapabilitiesandaccessibilitythe
DepartmentPIOsorHR/Personnelemployeeshaveandutilizetheirforumsinordertoestablish
andplatform.
SamplesofCCCmarketingreleasedincollaborationwiththeGovernorsoffice.
20
b. Campaign Manager/Vendor
CurrentlythereisnoannualevaluationdocumentcompletedregardingtheCampaign
Manager/VendorandCCCExecutiveDirectorshandlingoftheColoradoCombinedCampaign
andworkwiththeCCCAdvisoryCommittee(CCCAC).TheExecutiveCommitteeandCCCAC
relyonopencommunicationregardingsuggestionsandrequestsforcampaignimprovements.
Thereshouldalsobeashareddesireforallforthecampaigntoattainmoresuccesseachyear.
Aspartofthe2013contract,thereisaformalvendorevaluationformthatistobefilledout
priortoDPAsendingoutfordocumentedquotesduringtheRFPprocess(seeSectiondofpart
ll).ThisvendorevaluationformshouldhelptheCCCACduringtheRFPprocessbyallowing
themtodocumentwhetheravendorhasfulfilleditscontractsuccessfullyornot.Currently
thestateprocurementprocessrequiresthecontractcommitteetoonlyconsiderthe
submittedproposalswhenawardingacontract.
Othersurveysandperformancemeasurementsshouldbeexploredandimplementedasthere
currentlyisnotameans(otherthanwhatisstatedabove)inwhichtomeasurethe
satisfactionoftheCMVsandCCCstaffanditsobligationtofulfilitsdutyasastatecontractor.
21
Name, title
TBD
2017
TBD
2016
TBD
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
Institution affiliation
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
D 007 01
EXECUTIVE ORDER
Pursuant to the authority vested in the Office ofthe Governor ofthe State of
Colorado, I, Bill Owens, Governor ofthe State of Colorado, hereby issue this Executive
Order identifying the Colorado Combined Campaign as the sole entity authorized as
"state-sponsored for all state employees" and defining the policy ofthe State regarding
payroll deductions.
1.
state administered payroll deductions and provide greater privacy protection for
an employee's individual deduction choices.
2.
Designation
Directive
A.
B.
4.
This Executive Order shall supercede and replace all previous Executive Orders
pertaining to payroll deduction processing.
Duration
This Executive Order shall remain in force until further modification or rescission
by the Governor.
Bill Owens
Governor
STATEOF COLORADO
D 006 07
EXECUTIVE ORDER
Rescinding Executive Order D 007 01
Pursuant to the authority vested in the Office of the Governor of the State of Colorado, I,
Bill Ritter, Jr., Governor of the State of Colorado, hereby issue this Executive Order rescinding
Executive Order D 007 01, which designated the Colorado Combined Campaign as the sole or
only entity authorized as "state-sponsored for all state employees" for purposes of C.RS.
24-50-104(8)(c).
1.
From the 1930s until 2001, the State of Colorado allowed its employees to sign up for
payroll deductions. The State of Colorado deducted the dues from employees' paychecks and
forwarded the money collected to the employee associations. This process is known as "dues
checkoff."
In 1996, the General Assembly enacted Senate Bill 96-228, which reorganized the
Department of Personnel and Administration. This bill also repealed two statutes enacted in the
1970s and replaced them with. C.RS. 24-50.3-104(8). This new subsection continued to
require the Executive Director of the Department of Personnel and Administration to "regulate,
approve, and review all payroll deductions for all state employees," and continued to exempt
deductions that were "expressly authorized by statute, or state-sponsored." Under that law, the
employee associations no longer had a statutory right to automatic payroll deductions. In 1998,
House Bill 98-1312 repealed C.RS. 24-50.3-104(8) and reenacted it at its current location,
C.R.S. 24-50-104(8). Despite the statutory changes affecting automatic payroll deductions, the
dues checkoff program continued unchanged, and employee associations as well as many other
entities continued to utilize the program until 2001.
On May 25,2001, five years after the most recent substantive statutory change, Governor
Owens issued Executive Order D 007 01. In that Executive Order, the dues checkoff program
was substantially altered. Specifically, Executive Order D 007 01 designated the Colorado
Combined Campaign as the "sole entity authorized as 'state-sponsored for all state employees'"
under C.R.S. 24-50-104(8)(c). The statute and legislative history, however, support a broader
interpretation of which entities qualify as "state-sponsored for all state employees" under C.RS.
24-50-104(8)(c) than is set forth in the Executive Order. Therefore, I am rescinding Executive
Order D 007 01.
2.
Directive.
I hereby rescind Executive Order D 007 01. This rescission of Executive Order D 007 01
does not alter or effect the Colorado Combined Campaign's designation as an entity that is
"state-sponsored for all state employees." However, all other designations and directives in
Executive Order D 007 01, including the designation of the Colorado Combined Campaign as
the sole or only entity "state-sponsored for all state employees" under C.R.S. 24-50-104(8)(c),
are hereby rescinded.
3.
Duration
This Executive Order shall remain in force until further modification or rescission by the
Governor.
~~
X. WAIVERS ............................................................................................................................................................ 9
I. PURPOSE
A. To encourage charitable giving by expanding the choices of qualified and approved organizations in the COLORADO
COMBINED CAMPAIGN as a way to benefit the State and individual communities.
B. To set forth guidelines for an annual fund drive, hereinafter referred to as the COLORADO COMBINED CAMPAIGN
(hereinafter CCC,) to be coordinated by State employees in cooperation with approved organizations.
II. DEFINITIONS
Accrual Accounting System An accounting system recognizes revenues when earned rather than when cash is received
and recognizes expenditures when incurred rather than when paid.
Administrative Costs Any general administrative and fund raising expenses as defined by generally accepted accounting
principles not used for direct services.
Advisory Committee Member: A State of Colorado employee who is on the payroll of the respective state department or
institution of higher education, is appointed, if appropriate, by their respective departments Executive Director or Chief
Executive Officer, institution of Higher Education President, State Court Administrator, Legislative Director or Designee,
and is not a temporary classified employee.
Annual Budget An itemized summary of estimated expenditures and income for a one-year period.
At-Large Committee Member: A State of Colorado employee who is on the payroll of the respective state department or
institution of higher education, has attained any required supervisor permission for working on outside of office projects,
and is not a temporary classified employee who serves on the Advisory Committee with the same rights, responsibilities,
and voting privileges as Advisory Committee Members.
1
Audit An examination of books, records and financial statements to check and verify their fairness and accuracy.
Bylaws A set of procedures or guidelines. Rules adopted by an organization chiefly for the government of its members
and the regulation of its affairs.
Campaign Manager The organization contracted with and the individual designated by that organization to manage the
CCC and subject to oversight by the Colorado State Employee Advisory Committee and the Executive Director (DPA).
Campaign Plan The detailed annual plan prepared and developed by the Campaign Manager which guides the CCC and
is approved by the Colorado State Employee Advisory Committee.
Cash Basis of Accounting An accounting system that recognizes revenues when the cash is received rather than earned
and recognizes expenditures when paid rather than incurred.
Charitable Giving A gift for public benevolent purposes. In the CCC, a financial pledge or gift to an approved
organization that benefits the needy, suffering or other vital community services within the State of Colorado.
Charitable Organization An organization that is registered as a non-profit organization in Colorado by obtaining a
Certificate of Authority from the Secretary of States office, is exempt from federal income tax under Internal Revenue
Code 501(a) as described in Section 501(c), is a member of an umbrella organization and otherwise meets the criteria
established in the Bylaws of the Colorado State Employee Advisory Committee.
Colorado Combined Campaign The annual fund drive for charitable giving by State employees which is established by
Executive Order.
Colorado State Employee Advisory Committee on Charitable Giving A committee composed of employees from
each of the Branches and all Departments of the State of Colorado that advises the Governor and the Executive Director
(DPA) regarding all aspects of the CCC.
Contribution Money given or pledged to the CCC.
Contribution Year Calendar year.
Colleges & Universities/State Service Organizations (CU/SSO) An organization that a registered non-profit
organization in Colorado by obtaining a Certificate of Authority from the Secretary of States office, is exempt from federal
income tax under Internal Revenue Code 501(a) as described in Section 501(c), is directly associated with a department of
the State of Colorado Government and otherwise meets the criteria established in the Bylaws of the Colorado State
Employee Advisory Committee.
Criteria A standard rule, or test on which a judgment or decision may be based.
Designated Funds To specify or stipulate one or more organizations which are to receive a prescribed amount or portion
of the donation pledged by a particular State employee.
Direct Cost A cost for services or goods provided in direct support of a program; fund-raising and administrative
expenses associated with a program are not considered direct costs.
Direct Services Services and goods provided in direct support of a program; fund-raising and administrative expenses
associated with a program are not considered direct services.
Direct Solicitation Approaching, contacting, urging or influencing any State organization or employee at the work site
regarding contributions or designations during the CCCs fundraising drive.
Employee or State Employee Any temporary, permanent, part-time, or full-time person employed by the State of
Colorado.
Executive Order An order or directive issued by the Governor of the State of Colorado.
Generally Accepted Accounting Principles A common set of accounting standards and procedures that either have been
established by the governing bodies of the accounting profession or have been accepted over time as appropriate because of
Lobbying The act of trying to influence legislators or officials, especially in favor of a special interest.
Non-designated CCC Funds funds pledged to the Colorado Combined Campaign but not designated to a specific
charitable, umbrella, federation, or colleges & universities/state service organization.
Non-Profit Organization An organization that is exempt from federal income tax under Internal Revenue Code 501(a).
Pledge A binding promise or agreement to do or forbear.
Policy A plan or course of action designed to influence and determine decisions, actions and other matters.
Procedure A particular way of accomplishing something. An established way of doing something.
Umbrella Organization An organization that is registered as a non-profit organization in Colorado by obtaining a
Certificate of Authority from the Secretary of States office, is exempt from federal income tax under Internal Revenue
Code 501(a) as described in Section 501(c), serves as the agent for a group of at least five (5) charitable organizations and
otherwise meets the criteria established in the Bylaws of the Colorado State Employee Advisory Committee.
Uncollectible Funds Unmet pledges or other monies which are donated but not actually deducted from the payroll or
paid to the CCC and deposited to the account established by the Campaign Manager.
Volunteer Coordinators (or lead coordinators) are individuals from various state agencies and offices who volunteer to
coordinate the running of the Colorado Combined Campaign and collection of pledge information for their office or
agency.
a. If the Vice-Chairperson is not able to serve the full term as Vice-Chairperson or Chairperson, a new
Vice-Chairperson or Chairperson, who has served at least one year on the Committee, shall be elected
from the Committee to fill the vacancy.
b. If the Chairperson and the Vice-Chairperson resign or cannot fulfill their full term, a new Chairperson
and Vice-Chairperson shall be elected from the Committee.
5) The Committee Administrator shall chair the committee meetings in the absence of both the Chairperson and
Vice-Chairperson. Additionally, the Administrator oversees the preparation and review of the AC meeting
minutes prior to distribution to Committee members. CCC Staff will be responsible for taking the minutes at
meetings unless some other arrangement is agreed upon.
6) Executive Committee is responsible for the following:
a. Reviewing and approving monthly invoices from the Campaign Manager and sharing information or
concerns with the Advisory Committee when appropriate. Each invoice must have two Executive
Committee signatures.
b. Reviewing CCC bank account activity and signing off (as a second signature) on campaign
disbursements and other payments made via check from that account.
c. Maintaining the history of the Advisory Committee and the annual Campaign by working with the
Manager to provide storage and access to an annual electronic record that includes, but is not limited to,
meeting agendas, minutes, budgets, special event plans, and other materials deemed necessary to
document the annual history of the committee.
d. Recruiting Advisory Committee members and campaign coordinators when needed. One of the three
Executive Committee members or another Committee member may be nominated to act as an outreach
coordinator when the Committee is actively seeking new members, recruiting campaign coordinators, or
working on other special projects.
f. Arranging regular Executive Committee meetings to plan Committee agendas and to remain informed
on other committee business.
g. Keeping Advisory Committee members informed and involved in making CCC decisions.
3) Method and timetable for recruiting volunteer coordinators from state agencies and offices.
4) Method and timetable for training volunteer coordinators.
5) Method and timetable for organizing and conducting agency fairs, kick-offs or other presentations.
6) Method and timetable for distributing and collecting pledge cards.
7) Method, timetable and a description of the procedures used to distribute funds that fulfill the policy and
procedural requirements set forth in Section VII of these bylaws.
D. The Manager shall be guided by the approved Plan and the distribution requirements of Section V II of these bylaws in
the handling of all funds pertaining to the CCC and shall:
1) Deposit in an interest-bearing account at each payroll period the total amounts deducted from the employees
paychecks for charitable contributions;
2) Use a financial accounting system that is in accordance with generally accepted accounting principles;
3) Conduct fiscal operations in accordance with a detailed annual budget and not vary significantly from the
approved budget unless prior authorization is obtained from the Committee;
4) Be audited annually by an independent certified public accountant and submit an annual audit report to the
Executive Director (DPA). The Executive Director (DPA) may require that the scope of such audit include
reasonable tests for compliance by CU/SSOs, umbrella organizations, and charitable organizations with the
criteria set forth in Sections VIII of these bylaws. The opinion rendered on the financial statements of the CCC by
the accountant must be unqualified;
5) Maintain adequate funds in CCC accounts to cover approved administrative expenses of the annual campaign;
6) Submit periodic detailed invoices to the Executive Committee for signed approval for reimbursement of
campaign expenses; and
7) Provide, if the annual audit does not clearly do so, the Committee with an annual statement breaking down
pledged revenue, actual revenue, uncollected pledges, and final administrative expenses and their percentage of
actual revenue.
E. The Manager shall be the custodian of applications and other relevant documents related to the CCC and the Committee
and work with the Executive Committee to provide an electronic annual record of Committee activities and other storage as
needed.
F. The Manager shall ensure use of only approved, authorized campaign materials.
G. The Manager shall maintain a list of eligible umbrella and charitable organizations and state service organizations.
H. The Manager shall ensure that all materials regarding the CCC and the Committee and its operations remain the
property of the CCC and the Committee as specified in the state contract.
I. Other reasonable duties and responsibilities requested by the Committee in order improve the success of the campaign
each year within the scope of the contract.
B. CCC funds shall not be disbursed to any agency or charitable organization that has not been accep ted by the Committee
as an approved organization for the CCC.
C. Funds shall be distributed by the Manager from the account cited in Section V (D) (1) of these bylaws to eligible
umbrella organizations in proportion to the total amount designated to each umbrella organization and charitable
organizations.
D. There are three categories of funds which an umbrella organization (federation) may receive from the CCC; i.e., funds
designated to a specific charitable organization within an umbrella, funds designated specifically to the umbrella
organization, and non-designated CCC funds. The following guidelines apply to these circumstances:
1.) 100% of donations designated to specific CCC member charities must be disbursed by the umbrella
organization as designated. No administrative costs may be withheld from such designated funds by the
umbrella organization.
2.) Donations designated to an umbrella organization, must be allocated in the same manner and proportion as the
funds designated to the specific charities within the umbrella organization.
3.) The Manager will disburse non-designated CCC funds based upon actual receipts rather than the amount
pledged.
E. In the event an umbrella organization becomes defunct or out of compliance with applicable Colorado Statutes or
regulations, the Manager will distribute all funds, on a monthly basis, to member charities of said umbrella based upon
specified donor designations.
F. In the event a charitable organization becomes defunct or out of compliance with applicable Colorado Statutes or
regulations, the Manager will hold any funds designated to that organization until affected donors are notified in writing
and given the opportunity to redirect their donations to new organizations. Any funds not redirected within 120 days of this
written notice will revert to the CCC general fund.
G. There are two categories of funds which a state service organization (CU/SSO) may receive from the CCC; i.e., funds
designated specifically to the CU/SSO and funds not designated. The following guidelines apply to these circumstances:
1.) CU/SSO will receive 100% of donations designated specifically to it and any non-designated CCC donations
subsequently disbursed to said CU/SSO.
2.) The Manager will disburse non-designated CCC funds based upon actual receipts rather than the amount
pledged.
9.) Conduct financial operations in accordance with a detailed annual budget that is approved by the board of directors.
Authorization by the Board of Directors must be required for any significant variation from the approved budget.
10.) Be supported in part by voluntary contributions from the public.
11.) Engage only in activities that are consistent with the charitable organizations stated goals and objectives.
12.) Demonstrate that the publicity and promotional activities are based upon the actual program and operations of the
charitable organization.
13.) Annually update information made available to the public including:
a) A full description of the charitable organizations activities.
b) Methods of solicitation for contributions.
c) The names and contact information for all chief administrative personnel.
d) The names, contact information, and business affiliation for all members of the board of directors.
f) The percentage of expenditures out of total revenues used for direct services and the percentage used for
b) Will not sell or permit others to make any use of the lists of contributors who donate through the CCC.
c) Will not involve the mailing of unordered tickets or other merchandise to State employees with a request for
money in return.
d) Maintain an active volunteer board of directors that serves without compensation through regular meetings and
exercises satisfactory administrative controls in accordance with the charitable organizations articles of
incorporation and bylaws.
e) Demonstrate that their programs reside within and serve the State of Colorado as evidenced by the presence
within the State of Colorado of a staffed facility at which goods or services may be obtained such as an office,
f) Are a member of an umbrella organization (federation) that is approved for payroll deduction according to the
criteria set forth in Section VIII (A) and (B) of these bylaws or are designated as a CU/SSO.
g) Do not participate in more than one umbrella organization that receives State employee contributions in a single
campaign year.
i) Are in compliance with all applicable federal and state statutes or regulations.
j) Are in compliance with all statutes of the United States of America Patriot Act.
B. In addition to the requirements listed in Section VIII (A), Umbrella Organizations (Federations) must:
1.) Serve as the agent of a group of at least five (5) charitable organizations as defined by the criteria set forth in Section s
VIII (A) and (B) of these bylaws.
2.) Certify annually that all charitable organizations meet all the criteria set forth for charitable organizations in Section
VIII (A) of these bylaws.
3.) At minimum an umbrella organization must have a financial review performed annually by an independent certified
public accountant. Organizations that submit financial reviews in lieu of an audit must submit an audit performed by an
independent certified public accountant at least once in every three-year period. The umbrella organization must make
audited financial statements available to the public. The opinion rendered on the financial statements by the accountant
must be unqualified. The Committee reserves the right to request an audit at any time. Additional items may be included in
the scope of an audit or financial review at the request of the Committee.
4.) Distribute funds as provided in Section VII of these bylaws.
5.) Provide a description of the procedures used to disburse funds in compliance with the designation requirements cited in
Section VII (D) of these bylaws.
6.) Submit Internal Revenue Service Form 990 annually to the Committee.
7.) Provide information required from the Manager by the Committee or Executive Director (DPA).
8.) Have sufficient volunteer or staff to support the demands of being an umbrella organization.
9.) Maintain the information required by this section for the application process for three years from the date the application
was due. This information must be available for inspection or audit by the Committee or Executive Director (DPA) with 24
hours advance notice.
C. In addition to the requirements listed in Section VIII (A), College & Universities/State Service Organizations
(CU/SSO's) must:
1.) Demonstrate a direct association with a department of the State of Colorado Government. In order to be considered, the
organization must:
a) Be supported by the State of Colorado by state ownership of capital improvements or equipment, or state
sharing of operating or maintenance funding; or
b) Have a direct relationship to a state agency by providing enhanced services of that agency; or
c) Act as an agent of the state to operate, manage or administer a function of the state.
2.) Each applicant for CU/SSO status shall submit annually to the Colorado Combined Campaign a separate application that
consists of documents that prove it is in compliance with all criteria set forth in Section VIII (A) and (C) for a CU/SSO.
3.) The information required by the application process must be maintained in the files of the CU/SSO for three years and
be available for inspection or audit by the Committee or the State Auditor within one business day advance notice to the
CU/SSO.
4.) Provide information required from the Manager by the Committee or Executive Director (DPA).
IX. APPEALS
An organization that disagrees with decisions rendered by the Committee can submit a written request for reconsideration
to the Committee within 10 calendar days of receipt of such decisions.
X. WAIVERS
The Committee believes that it may be necessary to waive certain provisions of the bylaws under special circumstances and
also considers that such waivers should be the exception rather than the rule
9
STATE OF COLORADO
ISSUING OFFICE: This Documented Quote has been issued for the State of Colorado by the Department of
Personnel & Administration, Contracts & Procurement Office for the benefit of the Colorado Combined
Campaign. The Contract & Procurement Office is the SOLE point of contact concerning this solicitation.
Contract & Procurement Manager:
Telephone Number:
Fax Number:
E-mail Address:
Kyle Dilbert
303-866-2294
303-866-3034
kyle.dilbert@state.co.us
PER ALL STATE OF COLORADO TERMS AND CONDITIONS AND ATTACHED REQUIREMENTS,
SPECIFICATIONS AND SOLICITATION RESPONSE SHEET(S)
PURPOSE
The purpose of the request is to select a campaign manager for the annual Colorado Combined Campaign
(CCC). The campaign manager is responsible for conducting all aspects of the annual fund drive, which
provides information and assists approximately 33,000 State employees in making contributions to several
hundred agencies providing services within the State of Colorado. The 2012 CCC raised $1,206,679 from State
employees. The campaign manager is expected to manage the campaign fairly and equitably, to conduct
operations and accounting separately from its own voluntary agency operations, and to consider advice from and
consult with agencies participating in the Campaigns and State employees. The Campaign Manager is subject to
the oversight of the Committee and the State Controller.
Proposed Schedule
1. Deadline for Questions and Answers
1. Deadline for submission of proposals
2. Interviews (as necessary) with respondents
3. Selection of manager
4. Contract period
August 7, 2013
August 30, 2013
September 11, 2013
September 25, 2013
January 1, 2014 through December 31, 2016.
Page 1 of 4
INQUIRIES
Prospective bidders may make written or telephone inquiries to: Kyle Dilbert, Contract Administrator,
Department of Personnel & Administration; 633 17th Street, Suite 1600; Denver, CO 80202; (303) 866-2294 via
fax at 303-866-3034 or e-mail kyle.dilbert@state.co.us
SUBMISSION OF PROPOSALS
In order to be considered for selection, four copies of proposals must be submitted in writing, in accordance with
the outline below, no later than 3:00 p.m. August 30, 2013 to Kyle Dilbert Contract Administrator, Department
of Personnel & Administration; 633 17th Street, Suite 1600; Denver, CO 80202; (303) 866-2294, via fax at 303866-3034 or e-mail kyle.dilbert@state.co.us
SELECTION OF CAMPAIGN MANAGER
The Committee will select as Campaign Manager the party submitting the proposal that best demonstrates the
capacity to successfully manage the Campaign. The Committee may rescind this selection upon 30 days written
notice, for noncompliance with the terms of this request.
OUTLINE FOR PROPOSALS
Attached to this Document Quote as Exhibit A are the current approved CCC Bylaws under which the
Campaign will be managed. In order to be given full consideration, proposals must be developed in accordance
with these documents and in addition, must:
1.
Demonstrate and document ability to manage funds and provide all of the fiscal oversight of the
Campaign, including preparation of financial reports in accordance with intervals determined by the
Committee.
2.
Provide suggested budgets for the Campaign. The budgets should include items for personnel,
materials, travel, and other operating expenses. Submit proposal for allocating costs of the
Campaign to umbrella organizations and methods and timing of payments to the campaign manager.
3.
Demonstrate and document successful experience managing campaigns for charitable giving.
4.
Demonstrate and document successful fund raising, marketing, volunteer management experience
and public relations experience.
5.
Demonstrate and document the ability to work with and organize large, complex organizations.
6.
Demonstrate and document the ability to organize and manage special events, including campaign
coordinator orientation and training events, campaign coordinator recognition events, and special
events such as 5k running/walking events and anniversary milestone celebration events.
7.
Provide relevant career information of key campaign personnel and at least three professional
references for proposed campaign manager.
8.
Provide any additional evidence to demonstrate willingness and ability to comply with all of the
requirements for a campaign manager as stated in the Bylaws.
9.
Demonstrate ability to manage and track time on tasks including reporting detailed activity on a
quarterly basis.
Page 2 of 4
10.
Demonstrate capabilities to utilize social media, including but not limited to, for the purposes of
engaging employees and constituents, communicating campaign information, marketing initiatives,
and recognizing and rewarding those who benefit the campaign.
11.
Demonstrate ability to provide technical capabilities for web site design, improvement,
management, and manipulation for the purposes of a campaign, online giving, and related activities.
EVALUATION CRITERIA
Proposals will be evaluated based on the following weighted criteria:
40%
35%
Willingness and capabilities to provide technical assistance, support, and leadership in the areas
of fund management and reporting, promotion, public relations, special events, and publicity.
15%
Efficiency of proposed campaign management, as indicated by proposed budgets for the CCC.
10%
Experience and credentials of proposed individual staff members who would manage the
campaign.
Page 3 of 4
VENDOR F.E.I.N:
TERMS:
SIGNATURE:
DATE:
TYPED/PRINTED NAME:
TITLE:
COMPANY NAME:
ADDRESS:
CITY/STATE/ZIP:
PHONE:
Page 4 of 4
FAX:
JAN
FEB
$
$
180,000.00 $
180,000.00 $
9,596.56 $
9,596.56 $
122,800.00 $
$
$
131,126.68 $
5,942.00
454.56
600.00
6,996.56
14,476.21 $
14,476.21 $
APR
MAY
JUN
JUL
AUG
SEP
OCT
13,965.93 $
13,965.93 $
10,000.00 $
10,000.00 $
189,829.06
189,829.06
$
$
$
$
8,808.00
750.31
600.00
10,158.31
$
$
$
$
9,643.00
862.77
600.00
11,105.77
$
$
$
$
11,278.00
1,112.92
600.00
12,990.92
$
$
$
$
11,278.00
1,112.92
600.00
12,990.92
10,363.00 $
972.93
600.00
11,935.93 $
4,600.00 $
$
$
4,600.00 $
114,450.00
9,629.06
7,200.00
131,279.06
400.00
150.00
450.00
25.00
30.00
8,000.00
250.00
$
$
$
$
$
$
$
400.00
150.00
450.00
250.00
30.00
2,000.00
500.00
$
$
$
$
$
$
$
450.00
150.00
450.00
450.00
30.00
750.00
1,000.00
$
$
$
$
$
$
$
450.00
150.00
450.00
250.00
30.00
500.00
750.00
$
$
$
$
$
400.00 $
150.00 $
450.00 $
50.00
30.00
550.00
6,800.00
6,000.00
5,700.00
1,550.00
500.00
12,000.00
5,000.00
5,000.00
8,500.00
7,500.00
58,550.00
189,829.06
$
$
$
$
8,008.00
612.61
600.00
9,220.61
$
$
$
$
7,808.00
597.31
600.00
9,005.31
$
$
$
$
8,108.00
658.51
600.00
9,366.51
400.00
1,500.00
450.00
25.00
100.00
250.00
100.00
$
$
$
$
$
400.00
150.00
450.00
100.00
30.00
$
$
$
$
$
400.00
150.00
450.00
100.00
30.00
$
$
$
$
$
400.00
150.00
450.00
25.00
30.00
$
$
$
$
$
400.00
150.00
450.00
25.00
30.00
400.00 $
1,500.00 $
450.00 $
$
100.00 $
$
50.00 $
$
$
200.00 $
2,500.00 $
200.00 $
2,500.00
750.00 $
$
$
$
$
$
$
100.00 $
$
$
$
100.00 $
2,600.00 $
1,500.00
500.00 $
4,825.00 $
250.00 $
4,080.00 $
250.00 $
4,080.00 $
1,000.00 $
2,805.00 $
$
250.00 $
1,405.00 $
1,500.00 $
250.00 $
11,055.00 $
5,000.00 $
500.00 $
9,280.00 $
500.00
750.00 $
4,530.00 $
9,596.56 $
14,476.21 $
21,213.31 $
20,385.77 $
17,520.92 $
TOTAL EXPENSES
189,926.68 $
NET REVENUE
(9,926.68) $
ANNUAL BUDGET
16,320.92 $ 16,951.08 $
16,320.92 $ 16,951.08 $
8,208.00
627.91
600.00
9,435.91
INKIND
17,520.92 $
17,520.92 $
$
$
$
$
$
$
$
DEC
20,385.77 $
20,385.77 $
8,408.00
643.21
600.00
9,651.21
$
$
$
$
$
$
$
$
$
$
$
NOV
21,213.31 $
21,213.31 $
$
$
$
$
Other Expenses
Occupancy + Parking
Technology
Administration
Postage
Office Supplies
Printing
Travel
Audit
Donor Recognition
Events & Meetings
TOTAL OTHER EXPENSES
6,800.00
6,000.00
6,000.00
1,500.00
500.00
12,000.00
5,000.00
5,000.00
8,500.00
7,500.00
58,800.00
MAR
$ 11,998.00 $
$ 1,223.08 $
$
600.00 $
$ 13,821.08 $
$
$
$
$
$
$
$
750.00 $
3,130.00 $
400.00 $
2,030.00 $
1,850.00 $
1,500.00 $
300.00 $
$
$
$
$
$
$
1,750.00 $
5,400.00 $
16,320.92 $ 16,951.08 $
13,965.93 $
10,000.00 $
750.00 $
3,330.00 $
450.00
150.00
450.00
250.00
30.00
500.00
550.00
State Department/Division
State Department/Division Address
City
Lead Coordinator
Postal Code
Lead Coordinator Phone Number
Employee
Contributions
Payroll
Deduction
Checks
Cash
Fundraising
Events
Credit Cards
Total
Number of
Participants
Amount
Enclosed
WE HAVE JOINTLY VERIFIED THE CONTENTS OF THE ENVELOPE AND AGREE THAT THE AMOUNTS REPORTED ARE ACCURATE.
Date
Date
Batch Number
Date
Initials
Form Received
Corrected and Extended
Checks Copied
Cash/Checks/CC Logged
Entered into Database
Department Status Updated
iPledge Report Sent to Payroll
Date
Deposit Date
Date
Dear ----------,
As you may know, the Colorado Combined Campaign (CCC) is the Colorado State Employee annual charitable
giving campaign. What you may not realize that there is a group of state employees (CCC Advisory Committee)
who oversee this annual million dollar campaign. The CCC and the Advisory Committee were created in 1987
by Executive Order B011 86. Since the first CCC campaign 25 years ago, state employees have donated 25
million dollars to nonprofits serving our citizens throughout the state of Colorado.
The CCC Advisory Committee is proud to represent the interests of our fellow state employees and our
partners in the nonprofit world as we all work together to create a better Colorado. We believe that our work
with the campaign has never been more important than it is today as fiscal constraints continue to limit State
services and as communities throughout the state find themselves blindsided by emergency situations.
The CCC Advisory Committee is always interested in finding fellow state employees willing to assist the
committee in its duty to oversee the States annual employee charitable giving program and I am contacting
you today because your name was given to us a potential Advisory Committee Member.
We look forward to increasing the variety of perspectives and insights brought to meetings in order to better
represent the interests of Colorado State Employees. Your participation on the committee will be appreciated,
valued, and, most importantly, make a difference. The Advisory Committee oversees the administration of the
campaign, including, but not limited to, setting CCC policy, approving campaign materials, selecting nonprofit
organizations for inclusion in the campaign, and, when needed, drafting bylaw changes.
I have included copies of our Advisory Committee job description, the Executive Order creating the Colorado
State Employee Advisory Committee on Charitable Giving, and a meeting schedule. In terms of the normal
time commitment demands of the committee, we anticipate the following for 2014:
Six to seven monthly meetings lasting from one to two hours.
One extended meeting for application review lasting four to six hours.
Two events scheduled for Lead Coordinators lasting two to four hours each.
All meetings are scheduled during the normal workday.
Please contact me with any questions you may have regarding working with us. I look forward to hearing from
you soon.
Sincerely,
Date
Dear ----------,
We are pleased that you are considering joining the Colorado Combined Campaign (CCC) Advisory Committee
and look forward to working with you. We believe that our work with the States annual charitable giving
program (the Colorado Combined Campaign) has never been more important than it is today as fiscal
constraints continue to limit the services the State can offer to our citizens in need and as numerous
communities throughout the state find themselves blindsided by emergency situations.
The CCC Advisory Committee is always interested in finding fellow state employees willing to assist the
committee in their duty to oversee the States annual employee charitable giving program. The CCC and the
Advisory Committee were created in 1987 by Executive Order B 011 86. Since the first CCC campaign 25 years
ago, state employees have donated 25 million dollars to nonprofits serving our citizens throughout the state of
Colorado. The CCC Advisory Committee is proud to represent the interests of our fellow state employees and
our partners in the nonprofit world as we all work together to create a better Colorado.
We believe that increasing committee membership will serve to increase the variety of perspectives and
insights brought to our discussions and better represent the interests of Colorado State Employees. Your
participation on the committee will be appreciated, valued, and, most importantly, make a difference. The
committee consists of state employees who oversee the administration of the annual million dollar campaign
which includes, but is not limited to, setting CCC policy, approving campaign materials, selecting nonprofit
organizations for inclusion in the campaign, and, when needed, drafting bylaw changes.
I have included copies of our Advisory Committee job description, the Executive Order creating the Colorado
State Employee Advisory Committee on Charitable Giving, and a meeting schedule. In terms of the normal
time commitment demands of the committee, we anticipate the following for 2014:
Six to seven monthly meetings lasting from one to two hours.
One extended meeting for application review lasting four to six hours.
Two events scheduled for Lead Coordinators lasting two to four hours each.
All meetings are scheduled during the normal workday.
Please feel free to contact me with any additional questions you may have.
Sincerely,
(Chair name)
(state agency)
(Name)
We are pleased that you are considering joining the Colorado Combined Campaign (CCC) Advisory Committee
and look forward to working with you. We believe that our work with the States annual charitable giving
program (the Colorado Combined Campaign) has never been more important than it is today as fiscal
constraints continue to limit the services the State can offer to our citizens in need and as numerous
communities throughout the state find themselves blindsided by emergency situations.
The CCC Advisory Committee is always interested in finding fellow state employees willing to assist the
committee in their duty to oversee the States annual employee charitable giving program. The CCC and the
Advisory Committee were created in 1987 by Executive Order B 011 86. Since the first CCC campaign 25 years
ago, state employees have donated 25 million dollars to nonprofits serving our citizens throughout the state of
Colorado. The CCC Advisory Committee is proud to represent the interests of our fellow state employees and
our partners in the nonprofit world as we all work together to create a better Colorado.
We believe that increasing committee membership will serve to increase the variety of perspectives and
insights brought to our discussions and better represent the interests of Colorado State Employees. Your
participation on the committee will be appreciated, valued, and, most importantly, make a difference. The
committee consists of state employees who oversee the administration of the annual million dollar campaign
which includes, but is not limited to, setting CCC policy, approving campaign materials, selecting nonprofit
organizations for inclusion in the campaign, and, when needed, drafting bylaw changes.
I have included copies of our Advisory Committee job description, the Executive Order creating the Colorado
State Employee Advisory Committee on Charitable Giving, and a meeting schedule. In terms of the normal
time commitment demands of the committee, we anticipate the following for 2014:
Six to seven monthly meetings lasting from one to two hours.
One extended meeting for application review lasting four to six hours.
Two events scheduled for Lead Coordinators lasting two to four hours each.
All meetings are scheduled during the normal workday.
Please feel free to contact me with any additional questions you may have.
Sincerely,
(Chair Name)
Date: January
9, 2014
Participates on theMeeting
CCC Advisory
Committee
as follows:
1. Oversees the annual charitable giving campaign for Colorado State Employees.
2. When necessary, assists in CCC campaign manager selection process.
3. Reviews and approves the campaign managers annual plan and budget.
4. Reviews the campaign managers overall performance, administration, and facilitation of
CCC activities.
5. Reviews charitable federation/umbrella organization and college & university/state
CCC participation.
Application Reminders
Excel Sheet of Nonprofit Information: Nonprofit information for the brochure,
Attachment A, must be submitted electronically as an Excel document and
included as a hard copy with your submitted application. The electronic version can
be sent to: apply@coloradocombinedcampaign.org.
Charitable Solicitation Renewal Numbers: Applicants must provide proof of current
registration under the Charitable Solicitation Law with the Colorado Secretary of States
Office. In addition to certifying item VIII (A) (7), we are collecting renewal information
from participants. Attachment A (pg. 10) includes a column for the Renewal ID
Number for all participating charities.
Please do not hesitate to contact the CCC staff to address any questions about the application.
We look forward to working with you on a successful campaign!
Sincerely,
Nina Sundell
Executive Director of the Colorado Combined Campaign
nina@coloradocombinedcampaign.org
CONTACT INFORMATION
Organization Name:
Mailing Address:
City:
State: Colorado
Zip+4:
Fax:
Website URL:
Contact Person:
Email:
I, Name of Signatory, the duly appointed representative of Organization Name, have verified
and I certify and affirm all statements enclosed in this application to be true.
Signature
Title
Date of Application
Type Name
Listed below are the requirements to participate in the Colorado Combined Campaign as set
forth in the CCC Bylaws, revised October 2014. A copy is available for your reference at
http://www.coloradocombinedcampaign.org/by-laws--purpose.html. The items below are listed
in corresponding order with the CCC Bylaws, Section VIII (A) (1-15) and Section VIII (C) (1-4)
for your convenience. Please initial the box next to each certification statement.
The CCC Advisory Committee reserves the right to deny participation for false certification.
SE C TI O N VI I I ( A) C R I T ERI A AN D P RO C E D U R E S FO R AL L C H ARI T AB L E
O RG AN I Z AT I O NS
1. I certify that the organization named in this application has a policy and procedure of nondiscrimination with regard to race, color, religion, national origin, disability, age, gender, and
sexual orientation applicable to persons served by the organization.
2. I certify that the organization named in this application uses the funds contributed to the
charitable organization by State employees for their stated purposes within the State of
Colorado. No more than 15% of CCC funds may be used for the organizations administrative
costs.
3. I certify that the organization named in this application will limit direct monetary solicitation of
support from State employees to the Colorado Combined Campaign.
4. I certify that the organization named in this application can demonstrate a history of service in
the State of Colorado as a charitable organization under the criteria set forth in this Section VIII
for no less than 12 months prior to the date of application.
5. I certify that the organization named in this application is exempt from federal income tax
under Internal Revenue Code 501(a) as described in Section 501(c)(3).
6. I certify that the organization named in this application is registered as a nonprofit
organization with the Colorado Secretary of State by obtaining a Certificate of Good Standing.
7. I certify that the organization named in this application is registered, unless exempt, with the
Colorado Secretary of State in accordance with the Colorado Charitable Solicitation Act.
8. I certify that the organization named in this application uses a financial accounting system
that is in accordance with generally accepted accounting principles unless the organizations
annual expenditures are less than $100,000, in which case a cash basis of accounting is
acceptable provided that books and records are sufficient to allow for review by an auditor.
9. I certify that the organization named in this application conducts financial operations in
accordance with a detailed annual budget that is approved by the board of directors.
Authorization by the Board of Directors must be required for any significant variation from the
approved budget.
10. I certify that the organization named in this application is supported in part by voluntary
contributions from the public.
11. I certify that the organization named in this application engages only in activities that are
consistent with the charitable organizations stated goals and objectives.
CUSSO 2014 App Page 4
12. I certify that the organization named in this application can demonstrate that the publicity
and promotional activities are based upon the actual program and operations of the charitable
organization.
13. I certify that the organization named in this application prepares a report annually which is
available to the general public and includes:
a.
b.
c.
d.
b. Will not sell or permit others to make any use of the lists of contributors who donate
through the CCC.
c. Will not involve the mailing of unordered tickets or other merchandise to State
SE C TI O N VI I I ( C ) AD D I TI O N AL R E Q UI RE M E N TS F O R C O L L E G ES,
UNI V E R S I TI E S, AN D ST AT E S E R VI CE O R G AN I Z ATI O NS
In addition to the requirements listed in Section VIII (A), College & Universities/State Service
Organizations (CU/SSO's) must certify:
1. I certify that the organization named in this application has a direct association with a
department of the State of Colorado Government. In order to be considered, the organization
must:
a. Be supported by the State of Colorado by state ownership of capital improvements or
equipment, or state sharing of operating or maintenance funding; or
b. Have a direct relationship to a state agency by providing enhanced services of that
agency; or
c. Act as an agent of the state to operate, manage or administer a function of the state.
2. I certify that the organization named in this application will submit annually to the Colorado
Combined Campaign a separate application that consists of documents that proves it is in
compliance with all criteria set forth in Section VIII (A) and (C) for a CU/SSO.
3. I certify that the organization named in this application maintains in the files of the CU/SSO
the information required by the application process for three years and will make these files
available for inspection or audit by the Committee or the State Auditor within one business day
advance notice to the CU/SSO.
4. I certify that the organization named in this application will provide information required from
the Campaign Manager by the Committee or Executive Director (DPA).
I, Name of Signatory, the duly appointed representative of Name of Organization, have verified
and I certify and affirm all statements enclosed in this application to be true.
Signature
Title
Date of Application
Type Name
REQ U I R E D AP PL I C A TI O N AT T AC H M E N T S
Please include the following attachments clearly labeled in your application packet.
Attachment A: Excel Sheet of Contact Information
Attachment A should be the completed Excel sheet with requested information for your
nonprofit.
Full instructions for completing Attachment A are on page 10.
Name and address should match the name and address listed on IRS 990 and annual
report.
Contact the IRS for an updated letter is listed at: www.irs.gov/Charities-&-NonProfits/Charitable-Organizations.
Attachment H.3: A list of board members including names, professional affiliations, and
contact information.
If professional affiliation and contact information are not included in the
annual report, please supplement with a board list for the year of the annual
report.
Attachment H.4: Disclosure of how funds are solicited and sources of funding.
Attachment H.5: Disclosure of expenditures.
Attachment H.6: Disclosure of Administrative & Fundraising Ratio
The percentage of expenditures of revenues not used for direct services
should be calculated using the IRS 990 or pro forma for the year of the
annual report and the following equation.
Go to Part IX Statement of Functional Expenses located on page
10.
Add lines 25(C) Management and General Expenses and 25(D)
Fundraising Expenses
Go to Part VIII Statement of Revenue located on page 9.
Divide the total of 25(C) and 25(D) by line 12(A) Total Revenues.
This is the percentage of administrative and fundraising costs for
CCC reporting.
& % =
25() + 25()
: 12()
Attachment I: Administrative & Fundraising Ratio (If Required by a AFR higher than 35%)
Per the CCC Bylaws, administrative and fundraising costs shall not exceed
35% of the total expenses of the charitable organizations. If the administrative
cost exceeds 35% of total expenses in any given year, nonprofit organization
must submit an explanation as to why the 35% has been exceeded.
Complete attached Worksheet I if required by an AFR greater than 35%.
I NS TR U C TI O N S F O R AT T AC HM E N T A
Reminders:
Please submit Attachment A as an Excel sheet via email to:
apply@coloradocombinedcampaign.org and as a hard copy with your application.
Download the Excel sheet pre-formatted at:
http://www.coloradocombinedcampaign.org/nonprofit-resources.html. Remember,
the information from the Excel sheet will be imported into the 2015-2016 CCC
brochure and online giving site. Be sure to carefully proof the information before
submitting!
Attachment A:
Column A: Colorado Combined Campaign Code
If you are a new member agency, you do not need to provide a new four digit code;
CCC staff will assign these numbers and notify you.
Column B: Nonprofit Name for Brochure
Name of the nonprofit organization as it will be listed in the brochure and online
giving tool.
Some charities add a The or drop the Inc. when using their name in
print.
If the name for print is a Trade name or DBA, please include
documentation from the Secretary of State.
Column C: Legal Name
The organizations legal name as registered with the Colorado Secretary of State.
The organizations EIN can be found on IRS determination letter or IRS 990
Remember the descriptions are searchable on the website and the online giving tool;
Confirm good standing and enter each member agencys Charitable Solicitation
Registration renewal ID number in the column provided. All nonprofit
organizations are required to renew with the Secretary of State annually.
Go to: http://www.sos.state.co.us/.
_______________________________
_____________
Signature
Date
CUSSO 2014 App Page 13
_________________________________
___________
Signature
Date
CUSSO 2014 App Page 14
http://www.coloradocombinedcampaign.org/by-laws--purpose.html.
Cover Letter: Please address your application cover letter to Tim Villarosa, Chair,
Colorado Combined Campaign.
Administration & Fundraising Ratio (AFR): All partner agencies must use their most
recent IRS 990 or pro forma to calculate the AFR required in Attachment A: Column H
and Attachment J.6. The Colorado Combined Campaign has provided an equation for
calculating this ratio in Attachment J.6 (pg. 9).
Explanation of Administration and Fundraising Ratio: The Colorado Combined
Campaign bylaws state that the AFR of participating nonprofits shall not exceed 35% of
the total expenses of the charitable organization. This year, any nonprofit organization
with an AFR over 35% is REQUIRED to submit an explanation as to why the 35% has
been exceeded. Worksheet K (pg. 14) has been provided for this purpose. Upon receipt
of an adequate explanation, the committee, at its discretion, may grant a waiver of the
35% AFR maximum.
Application Reviews: This year we will be holding a webinar to review the application
process, provide tips and answer questions. An invitation with details will be sent soon.
Reminders
Excel Sheet of Nonprofit Information: Nonprofit information for the brochure,
Attachment A, must be submitted electronically as an Excel document and
included as a hard copy with your submitted application. Attachment A can be sent
electronically to apply@coloradocombinedcamapign.org.
Charitable Solicitation Renewal Numbers: Applicants must provide proof of current
registration under the Charitable Solicitation Law with the Colorado Secretary of States
Office. In addition to certifying item VIII. (A) (7), we are collecting renewal information
from participants. Attachment A includes a column for the Renewal ID Number for all
participating charities.
Please do not hesitate to contact the CCC staff to address any questions about the CCC
application. We look forward to working with you on another successful campaign!
Sincerely,
Nina Sundell
nina@coloradocombinedcampaign.org
CO N T AC T I NFO RM ATI O N
Umbrella Organization Name:
Mailing Address:
City:
State: Colorado
Zip+4:
Fax:
Website URL:
Contact Person:
Email:
Signature
Title
Date of Application
Type Name
BYL AW S C E R TI F I C A TI O N S
Listed below are the requirements to participate in the Colorado Combined Campaign as set
forth in the CCC Bylaws as revised October 2014. A copy of the CCC Bylaws is available for
your reference at: http://www.coloradocombinedcampaign.org/by-laws--purpose.html. The
items below are listed in corresponding order with the Bylaws Section VIII (A) (1-15) and
Section VIII (B) (1-9) for your convenience. Please initial the box next to each certification
statement.
The CCC Advisory Committee reserves the right to deny participation to an Umbrella
Organization for false certification.
SEC TI O N V I I I ( A) C R I TE R I A AN D P R O C E DUR ES F O R AL L CH A R I T AB LE
O RG AN I Z AT I O NS
1. I certify that the organization named in this application has a policy and procedure of nondiscrimination with regard to race, color, religion, national origin, disability, age, gender, and
sexual orientation applicable to persons served by the organization.
2. I certify that the organization named in this application uses the funds contributed to the
charitable organization by State employees for their stated purposes within the State of
Colorado. No more than 15% of CCC funds may be used for the organizations
administrative costs.
3. I certify that the organization named in this application will limit direct monetary solicitation
of support from State employees to the Colorado Combined Campaign.
4. I certify that the organization named in this application can demonstrate a history of service
in the State of Colorado as a charitable organization under the criteria set forth in this
Section VIII for no less than 12 months prior to the date of application.
5. I certify that the organization named in this application is exempt from federal income tax
under Internal Revenue Code 501(a) as described in Section 501(c)(3).
6. I certify that the organization named in this application is registered as a nonprofit
organization with the Colorado Secretary of State by obtaining a Certificate of Good
Standing.
7. I certify that the organization named in this application is registered, unless exempt, with the
Colorado Secretary of State in accordance with the Colorado Charitable Solicitation Act.
8. I certify that the organization named in this application uses a financial accounting system
that is in accordance with generally accepted accounting principles unless the organizations
annual expenditures are less than $100,000, in which case a cash basis of accounting is
acceptable provided that books and records are sufficient to allow for review by an auditor.
9. I certify that the organization named in this application conducts financial operations in
accordance with a detailed annual budget that is approved by the board of directors.
10. Authorization by the Board of Directors must be required for any significant variation from
the approved budget.
11. I certify that the organization named in this application is supported in part by voluntary
contributions from the public.
12. I certify that the organization named in this application engages only in activities that are
consistent with the charitable organizations stated goals and objectives.
13. I certify that the organization named in this application can demonstrate that the publicity
and promotional activities are based upon the actual program and operations of the
charitable organization.
14. I certify that the organization named in this application prepares a report annually which is
available to the general public and includes:
a. A full description of the charitable organizations activities.
b. Methods of solicitation for contributions.
c. The names and contact information for all chief administrative personnel.
d. The names, contact information, and business affiliation for all members of the board
of directors.
e. A full disclosure of the sources and uses of contributions.
15. I certify that the percentage of total revenues not spent on direct services, referred to as the
Administrative Fundraising Ratio (AFR%) does not exceed 35%.
a. The AFR% will be calculated using the most recent IRS 990 or pro forma.
b. If the administrative cost exceeds 35% of total revenue in any given year, the
charitable organizations must submit an explanation as to why 35% has been
exceeded. Upon receipt of an adequate explanation, the committee, at its discretion,
may grant a waiver of the #5% maximum.
16. I certify that the organization named in this application ensures that we:
a. Will not imply directly or indirectly that approval for payroll deduction constitutes
endorsement of the organization by the State of Colorado.
b. Will not sell or permit others to make any use of the lists of contributors who donate
through the CCC.
c. Will not involve the mailing of unordered tickets or other merchandise to State
employees with a request for money in return.
d. Maintain an active volunteer board of directors that serves without compensation
through regular meetings and exercises satisfactory administrative controls in
accordance with the charitable organizations articles of incorporation and bylaws.
e. Demonstrate that their programs reside within and serve the State of Colorado as
evidenced by the presence within the State of Colorado of a staffed facility at which
goods or services may be obtained such as an office, clinic, mobile unit or field
agency.
f. Are a member of an umbrella organization (Federation) that is approved for payroll
deduction according to the criteria set forth in Section VIII (A) and (B) of these
bylaws or are designated as a CU/SSO.
g. Not participate in more than one umbrella organization that receives State
employee contributions in a single campaign year. (continued on page 6)
h. Not use donated State employee funds for lobbying activities.
i. Be in compliance with all applicable federal and state statutes or regulations.
j. Are in compliance with all statutes of the United States of America Patriot Act.
SE C TI O N VI I I ( B ) U M B RE L L A O R G AN I Z ATI O N ( FE DER AT I O N ) R EQ UI RE M E N TS
1. I certify that the organization named in this application serves as the agent of a group of at
least five (5) member charitable organizations as defined by the requirements set forth in
Section IV (A) of these Bylaws.
2. I certify that the organization named in this application accepts responsibility for certifying
annually that all member charitable organizations meet all CCC requirements set forth for
charitable organizations and are in compliance with all applicable Federal or State statutes
or regulations.
The federation should ensure all member organizations that participate in the CCC
have reviewed the Criteria and Procedures for All Charitable Organizations as
stated in Section VIII (A) (1-14) of the CCC Bylaws and have certified
comprehension and compliance.
CCC Bylaws Section VIII (A)(1-14) Criteria and Procedures for All Charitable
Organizations is available for download at:
http://www.coloradocombinedcampaign.org/by-laws--purpose.html.
At its discretion, the CCC Advisory Committee may request a federation provide
proof of compliance for member organizations.
The CCC Advisory Committee reserves the right to deny participation to an Umbrella
Organization for false certification of member organizations.
3. I certify that the organization named in this application has, at minimum, a financial review
performed annually by an independent certified public accountant. Organizations that
submit financial reviews in lieu of an audit must submit an audit performed by an
independent certified public accountant at least once in every three-year period. The
umbrella organization must make audited financial statements available to the public. The
opinion rendered on the financial statements by the accountant must be unqualified. The
Committee reserves the right to request an audit at any time. Additional items may be
included in the scope of an audit or financial review at the request of the Committee.
4. I certify that the organization named in this application distributes funds as provided in
Section VII of these bylaws.
5. I certify the organization named in this application disburses funds in compliance with the
designation requirements cited in Section VII (D) of these bylaws.
6. I certify that the organization named in this application submits Internal Revenue Service
Form 990 annually and will make a copy available for review by the Committee.
7. I certify that the organization named in this application will provide information required from
the Manager by the Committee or Executive Director (DPA).
8. I certify that the organization named in this application has sufficient staff or
volunteers to support the demands of being an umbrella organization.
9. I certify that the organization named in this application maintains the information required by
this section for the application process for three years from the date the application was due.
This information must be available for inspection or audit by the Committee or Executive
Director (DPA) with 24 hours advance notice.
I, [Name of Signatory], the duly appointed representative of [NAME OF FEDERATION], have
verified and I certify and affirm all statements enclosed in this application to be true.
Signature
Title
Date of Application
Type Name
REQ U I R E D AP P L I C A TI O N AT T AC H M E N T S
Please include the following attachments clearly labeled in your application packet.
Attachment A: List of Member Charitable Organizations
Excel sheet sent via email to apply@coloradocombinedcampaign.org and included
with your submitted application.
Attachment A instructions are included following the list of required attachments
Attachment B: IRS Determination Letter
Name and address should match the name and address listed on IRS 990 and
annual report.
A link to contact the IRS for an updated letter is included on the Nonprofit Resources
webpage on the CCC website: http://www.coloradocombinedcampaign.org/nonprofitresources.html.
Attachment C: IRS 990
The organizations most recently filed IRS 990 dated 6/30/2013 or more recent and
covering the same fiscal period as the audit submitted as Attachment D.
Attachment D: Audit
The organizations most recent audit dated 6/30/2013 or more recent and covering
the same fiscal period as the IRS 990 submitted as Attachment C.
Note: Umbrella Organizations submitting a financial review in lieu of an audit
must also submit an audit performed by an independent certified public
accountant dated within the past three fiscal years.
Attachment E: CCC Funds Distribution History
The amount of funds distributed to charitable organizations from the total funds
received for the previous Colorado Combined Campaign.
Attachment F: Description of Disbursement Procedures
A description of the procedures used to disburse funds in compliance with the
designation requirements cited in Section VII (D) of these bylaws.
Attachment G: Board Approved Non-Discrimination Policy
A copy of the organizations non-discrimination policy protecting, at minimum, the
classes listed in the CCC Bylaws: race, color, religion, national origin, disability, age,
gender, and sexual orientation applicable to persons served by the organization.
Attachment I.1: A copy of the organizations budget for the current fiscal year.
I NS TR U C TI O N S F O R AT T AC HM E N T A: LI S T O F M E M BER CH AR I T AB LE
O RG AN I Z AT I O NS
Reminders:
Please submit Attachment A as an Excel sheet via email to:
apply@coloradocombinedcampaign.org and as a hard copy with your application.
Download the Excel sheet pre-formatted at:
http://www.coloradocombinedcampaign.org/nonprofit-resources.html. Remember,
the information from the Excel sheet will be imported into the 2015-2016 CCC
brochure and online giving site. Be sure to carefully proof the information before
submitting! We encourage federations to request charities proof the
information in the Excel sheet before submitting to the Colorado Combined
Campaign.
Attachment A:
Column A: Colorado Combined Campaign Code
If you are adding a new member agency, you do not need to provide a new four digit
code; CCC staff will assign these numbers and notify you.
Column B: Nonprofit Name for Brochure
Name of the nonprofit organization as it will be listed in the brochure and online
giving tool.
Some charities add a The or drop the Inc. when using their name in
print.
If the name for print is a Trade name or DBA, please include
documentation from the Secretary of State.
Column C: Legal Name
The organizations legal name as registered with the Colorado Secretary of State.
The organizations EIN can be found on IRS determination letter or IRS 990
Remember the descriptions are searchable on the website and the online
giving tool; encourage your member organizations to optimize their descriptions with
key words.
Column H: Admin & Fundraising %
This should be calculated using the IRS 990 submitted as Attachment C. See J.6
(pg. 10) for an equation to calculate this ratio.
Column I: Solicitation Renewal Number
Confirm good standing and enter each member agencys Charitable Solicitation
Registration renewal ID number in the column provided.
Go to: http://www.sos.state.co.us/.
Click on Charities and Fundraisers.
Under Consumers, click on Search charities database.
Enter the charitys name in the text box and click search.
Click the charitys Registration No.
In the navigation column on the left, under For this Record click View
History and Documents.
Documents are listed from oldest to newest so you may need to navigate to
the most recent documents for the charity using the [Next >] button.
Under Description, the listings may include RENEWAL, REMINDER,
DELINQUENT NOTICE, or SUSPENDED NOTICE. Look for the most
recent document file date near the bottom of the list.
Note: If the description is DELINQUENT or SUSPENDED, the
charity must renew its registration before it will be eligible for
participation.
Click on the Document No. for the most recent RENEWAL listing.
The top two lines of the document include the initial Registration Number
followed by the Renewal ID.
The 10-digit Renewal ID number should be entered into Column I for the
corresponding charity. The first four digits should be 2014 or 2015 for
properly registered charities.
____________________________________________
Signature
_____________
Date
Coloradans
TABLE OF CONTENTS
CAMPAIGN 101
Getting Started................................................................................................................................................................ 13
HELPFUL FORMS
Pledge Form.................................................................................................................................................................... 20
During the 2013-2014 Colorado Combined Campaign state employees demonstrated their commitment to
these three values by pledging to donate more than $1 million to over 700 participating nonprofit
organizations. This success would not have been realized without the dedication and commitment of Lead
Coordinators like you. Thank You!
As we look towards the 2014-2015 campaign, the Colorado Combined Campaign Advisory Committee and
campaign management staff look forward to working with you on your departments campaign. This manual,
along with our online materials, was designed to provide you with a variety of resources and tools that will help
you launch a successful campaign. Please remember that we are also here to help you. Please dont hesitate
to contact us with any questions, concerns or requests for additional campaign materials and resources.
The Colorado Combined Campaign is entering its 26th year and, to-date, state employees have raised millions
of dollars for nonprofits whose work helps Colorado communities thrive. We truly appreciate all of your time,
energy and dedication and we are here to assist you in continuing this strong history of success!
Sincerely,
EDUCATION
Barb Lautenbach
Dept. of Education
6000 E Evans Ave #2, Suite 100
Denver, CO 80222
303-866-6816 / lautenbach_b@cde.state.co.us
HIGHER EDUCATION
Karla Viteri
AGRICULTURE
Carol Feiler
HUMAN SERVICES
Saundra Beaird
HUMAN SERVICES
Genette Hurt (At Large)
CORRECTIONS
Jason Sanchez
INFORMATION TECHNOLOGY
Dan Rivera
Dept. of Agriculture
700 Kipling Street, Suite 4000
Lakewood CO 80215-8000
303-239-4158 / carol.feiler@state.co.us
Dept. of Corrections
2862 South Circle Drive
Colorado Springs, CO 80906-4195
719-226-4234 / jason.sanchez@doc.state.co.us
LOCAL AFFAIRS
Bruce Eisenhauer
NATURAL RESOURCES
Tina Miller
Laura Darrow
REVENUE
Brooke Christopher
Nina Sundell
Executive Director
(720) 420-3240
nina@coloradocombinedcampaign.org
Lindsey Julen
Campaign Coordinator
(720) 420-3240
lindsey@coloradocombinedcampaign.org
CONTACT INFORMATION
Colorado Combined Campaign
Denver, CO 80203
720-420-3240
(FAX) 303-861-8354
WWW.COLORADO.GOV/CCC
www.facebook.com/ColoradoCombinedCampaign
https://twitter.com/cccgives
HISTORY
Charitable giving by state employees has a strong history in Colorado. Prior to 1987 State Fund Drives were
coordinated by various state employees in cooperation with different umbrella organizations. However,
employees could not opt to donate through payroll deductions and the number of nonprofit designation choices
was limited.
Recognizing the importance of charitable giving by state employees and understanding that both employees
and charitable organizations would benefit from expanding the number of designation choices made available
to employees, Governor Richard Lamm signed an Executive Order establishing the Colorado State Employee
Advisory Committee on Charitable Giving on January 9, 1987. Through this Executive Order, he created an
advisory committee of state employees from each agency which established bylaws creating procedures for an
expanded annual fund and outlining the criteria for participating nonprofit organizations.
The first Colorado Combined Campaign was held in 1988 and since then, state employees have donated
millions of dollars. During the 2013-2014 campaign more than 3,700 employees pledged to donate more than
$1 million to more than 700 participating agencies. Today the Colorado Combined Campaign Advisory
Committee, consisting of employee volunteers from different state departments, meets regularly to set CCC
policy and campaign budgets, update bylaws, evaluate participating nonprofit organizations, and ensure that
the money raised by state employees reaches the organizations designated by state employee donors.
September
October &
November
December
January
February
Recruit Members for Campaign Committee- Site/Office Coordinators
July
August
Q.
Q.
Q.
Q.
Is there money for me to use to plan a campaign kickoff or other campaign events?
A.
Yes. The Colorado Combined Campaign has allocated a small amount of seed money that
can be used to help boost your campaign. Each department, college, and university is allocated
5 cents per employee to be used to purchase any items that will enhance your campaign. In
order to receive reimbursement, you must fill out the reimbursement form on page 33 of the
manual. Submit your form to nina@coloradocombinedcampaign.org.
Q.
How do other departments, colleges and universities use their seed money?
A.
Seed money can be used for anything that will help inspire employees to participate in the
campaign, including:
Purchasing incentive gifts that are given through weekly drawings to individuals who
have opted to participate in the campaign.
Purchasing food for a campaign kickoff or agency fair
Q.
Q.
Other departments seem to have great give-a-ways such as gift cards, where can I get these
items?
A.
Aside from the limited amount of items that you receive directly from the CCC, Lead
Coordinators have solicited popular businesses for donations. Tip: Ask the stores you already
frequent for a donation. Take a walk at lunch and ask the stores and restaurants close to your
office for donations. A sample donation request letter and a sample donation thank you letter
can be found on pages 39 and 41 and on the Lead Coordinators page on the CCC website.
Q.
What kickoff events and fundraisers have departments hosted to increase participations and
pledges?
A.
Most departments, colleges and universities will host an agency fair so that employees can
learn about the different services being offered throughout the community. Many times these
agency fairs are paired with other events such as chili cook-offs, bake sales, and silent auctions.
Q.
Q.
Where can I find more information about the nonprofits participating in this years campaign?
A.
A current listing of participating nonprofits can be found on our website at:
www.coloradocombinedcampaign.org/donor-resources. During the campaign we will also be
highlighting our nonprofit partners through social media. Please like us on Facebook at:
www.facebook.com/coloradocombinedcampaign.
Q.
What do I do with pledge forms that have been completed and returned to my attention?
A.
If an employee has opted to donate through monthly payroll deductions, a copy of the pledge
form must be turned into both your payroll department and the CCC office. If the employee has
opted to donate with a credit card, cash or check, pledge forms and the method of payment
need to be submitted to the Colorado Combined Campaign office only. Please see page 7 for
more information and the CCC offices contact information.
If an employee is hired outside of the campaign season (January-August) can they still make a
pledge or do they have to wait until the next campaign year?
A.
Employees interested in making a check or credit card donation can do so at any time
throughout the year. The ability to process pledges made through paycheck deductions varies
by department. Please contact the CCC office for specific information about your department,
college or university.
What is the benefit of making a designated donation through the Colorado Combined Campaign
instead of giving directly to my favorite charity?
A.
The Colorado Combined Campaign allows employees to donate through monthly payroll
deductions in addition to making one-time credit card and check gifts. Opting to have your
donation taken out of your paycheck in smaller amounts throughout the year allows most people
to give more overall. Additionally, nonprofits can keep their administrative costs lower if they are
processing a single check form the CCC rather than several checks from individuals. Finally,
your donation through the CCC has a greater impact when it is combined with the generosity of
your fellow co-workers.
Q.
Q.
Why are only some of the Colorado nonprofits listed in the Campaign Brochure?
A.
All the nonprofits listed in the Campaign Brochure applied to be part of the CCC. The CCC
Advisory Committee reviews all applications and makes decisions regarding eligibility based on
compliance with the CCC bylaws. Agencies interested in applying to participate in the CCC
should contact the CCC office. A copy of the bylaws can be found online at
www.coloradocombinedcampaign.org/about-ccc.
Q.
How can I be sure that my donation goes to the charities I want to support?
A.
When you designate your gift, your contribution, less the CCC administrative cost, will go to the
charity or charities of your choice. You may request that the charity you choose send you a
letter of acknowledgement.
Q.
Q.
Q.
Q.
If I currently give through payroll deduction, do I have to complete a new pledge form each
year?
A.
Yes, for each new campaign you must complete a new pledge from.
Q.
Why should I donate to the CCC when I dont use any of the services provided by the agencies?
A.
Each of us benefits from living in a community that provides service to those who may need or
want them. Living in a healthy, safe and vibrant community gives us comfort in knowing that the
needs of the community are met.
Q.
Why should I support a campaign that includes organizations that I dont like?
A.
We recognize that state employees have a diversity of interests when it comes to charitable
giving. By supporting hundreds of nonprofits through the Colorado Combined Campaign we can
ensure that all employees are able to give to a cause that they find personally meaningful.
Because of the structure of the campaign, your donation will support the organizations you
designate.
Getting Started
Keys to Success
1. Distribute Campaign Materials
Distribute pledge forms and campaign brochures
Make blank pledge forms & campaign brochures available in shared office spaces
Send an email with a link to the online giving site: www.ipledgeonline.org/_coloradocombinedcamapgin
Send an email with a link to the online campaign brochure and printable pledge form
Have blank pledge forms and extra campaign brochures available at agency fairs and other CCC events
Remember: The #1 Reason People Dont Give - They are Not Asked!
Help us ensure that all state employees know they have the option to give!
Email: nina@coloradocombinedcampaign.org
Or
REMEMBER:
To arrange pick-up call us at 720-420-3210
DONT FORGET:
Event Logistics
Date
Time
Location
Building Security Information
Number of Attendees
Parking Information
Event Format
Type of Event
Speaking Engagement (How much time will each agency representative have to present?)
Agency Fair with booths
Other
Number of nonprofit representatives requested
Day of Information
Name and Contact Information the nonprofit representative can call the day -of event
Materials provided by the department vs. materials needed to be brought by nonprofit
Other instructions for day of arrival and setup
Parking Instructions
Security Requirements
Etc.
Seed Money
WHAT is Seed Money?
The Colorado Combined Campaign has allocated a small amount of seed money to each department,
college, and university that can be used to purchase items that will help boost your campaign. Seed money is
distributed as a reimbursement and the total amount requested during a campaign cannot exceed 5
cents/employee.
You can decide how to use your seed money as long as it is for a purpose related to your Colorado Combined
Campaign. If you have questions about using your seed money for a particular purpose please contact the
CCC office at 720-420-3210. Popular uses for seed money include:
Food for Kickoffs & other campaign related gifts
Incentive Gifts
Marketing Materials
Give-a-ways
$0.05
$_________________
Total
Seed money, in most cases, cannot be requested in advance of a purchase. Please submit your receipts and
reimbursement form to the CCC office via email, nsundell@gmail.com, or by mail, 789 Sherman Street, Suite
230, Denver, CO 80203.
The seed money reimbursement form can be found on page 33 of the Lead Coordinator Manual and also on
the Lead Coordinators resource page on the CCC website at:
www.coloradocombinedcampaign.org/campaign-resources.
REMEMBER
The Colorado Combined Campaign is a tax exempt 501(c)(3) organization. When making purchases please
remember to use our tax exemption letter on page 43 of the Lead Coordinator Manual or on the CCC
website at campaign-resources. We are unable to reimburse any taxes associated with CCC purchases.
University/College
Adams State College
Arapahoe Community College
Auraria Higher Education Center
Colorado Community College System
Colorado Mesa University
Colorado School of Mines
Colorado State University - Fort Collins
Colorado State University - Pueblo
Community College of Aurora
Fort Lewis College
Front Range Community College - Westminster
Front Range Community College- Boulder
Front Range Community College-Larimer
Metro State University of Denver
Morgan Community College
Northeastern Junior College
Pueblo Community College
Red Rocks Community College
University of Colorado - Boulder
University of Colorado - Colorado Springs
University of Colorado - Denver/Health Sciences
University of Colorado-Systems
University of Northern Colorado
Western State College
Western State Colorado University
TOTAL
State Department
Department of Agriculture
Department of Corrections
Department of Education
Department of Health Care Policy & Financing
Department of Higher Education
Department of Human Services
Department of Labor & Employment
Department of Law/Office of Attorney General
1218
29
52
1
37
13
692
111
66
Campaign Total
$2,242.00
$3,140.00
$4,543.01
$6,280.00
$9,996.00
$50,300.08
$115,105.88
$12,768.00
$7,707.00
$1,472.00
$3,276.00
$300.00
$9,831.00
$4,180.00
$3,254.00
$2,313.00
$8,659.00
$2,484.00
$22,892.50
$19,625.00
$124,921.04
$42,270.00
$14,992.00
$120.00
$240.00
$472,911.51
$5,669.00
$13,740.00
$165.00
$11,063.00
$2,064.00
$66,689.77
$26,637.00
$23,398.00
61
26
134
42
173
145
131
134
186
13
61
20
246
65
29
43
TOTAL
$16,207.00
$11,680.00
$35,676.00
$9,288.00
$42,691.00
$27,121.00
$24,347.29
$35,571.21
$34,945.74
$3,189.00
$23,765.00
$5,796.00
$73,803.00
$28,188.00
$13,432.00
$15,092.00
2510
$550,218.01
Other
Community Sponsorships & Events
$11,659.54
TOTAL
$11,659.54
3728
$1,034,789.06
PLEDGE FORM
THANK YOU FOR YOUR CONTRIBUTION!
Charity Code
1.
2.
3.
TOTAL:
$
If you wish to donate to more than 3 nonprofit agencies, please attach a separate form with all your additional designations or donate online.
Donation by:
Cash
Check (Please Attach Check Made Payable to CCC)
Credit Card (One Time Donation)
Credit Card (Recurring Donation)
$80 x 12 = $960
$15 x 12 = $180
$60 x 12 = $720
$10 x 12 = $120
$40 x 12 = $480
$5 x 12 = $60
$20 x 12 = $240
$2 x 12 = $24
$________ x _______ = _______
AMOUNT
MONTHS
Amount $___________________
Amount $___________________
Amount $___________________
Amount $___________________
TOTAL
SIGNATURE:_____________________________________________________________ DATE:______________________________
Thank You!
Please retain a copy of this pledge form and a copy of your final pay stub in order to claim a charitable deduction on your federal income taxes.
No goods or services were provided in consideration for this contribution.
PLEDGE FORM
THANK YOU FOR YOUR CONTRIBUTION!
Charity Code
1.
2.
3.
TOTAL:
If you wish to donate to more than 3 nonprofit agencies, please attach a separate form with all your additional designations or donate online.
MONTHS
TOTAL
Donation by:
Cash
Check (Please Attach Check Made Payable to CCC)
Credit Card (One Time Donation)
Credit Card (Recurring Donation)
Amount $___________________
Amount $___________________
Amount $___________________
Amount $___________________
SIGNATURE:_____________________________________________________________ DATE:______________________________
Thank You!
Please retain a copy of this pledge form and a copy of your final pay stub in order to claim a charitable deduction on your federal income taxes.
No goods or services were provided in consideration for this contribution.
State Department/Division
State Department/Division Address
City
Lead Coordinator
Postal Code
Lead Coordinator Phone Number
Employee
Contributions
Payroll
Deduction
Checks
Cash
Fundraising
Events
Credit Cards
Total
Number of
Participants
Amount
Enclosed
WE HAVE JOINTLY VERIFIED THE CONTENTS OF THE ENVELOPE AND AGREE THAT THE AMOUNTS REPORTED ARE ACCURATE.
Date
Date
Batch Number
Date
Initials
Form Received
Corrected and Extended
Checks Copied
Cash/Checks/CC Logged
Entered into Database
Department Status Updated
iPledge Report Sent to Payroll
Date
Deposit Date
Employee Name:______________________________Employee
_______ Signature: _________________
Vendor Name
Example: King Soopers
Items Purchased
Cookies
Event/Purpose
Agency Fair
Date of Purchase
9/25/2014
Original receipts must be submitted with this form to: CCC 789 Sherman St., #230, Denver, CO 80203
The Colorado Combined Campaign is tax exempt. Please use tax exemption letter for all purchases
Check #: ___________
Date: _____________
Cost
$5.00
EVENT POSTERS can be customized for your department events and used
to publicize incentive drawings and other campaign related functions and
events.
Find these at www.coloradocombinedcampaign.org/campaign-resources
Distributing Information
Marketing/Communication
Events
Incentive Gifts
"I use our seed money to buy
baskets from the women's bean
project and use them for
incentive giveaways throughout
the campaign."
SAMPLE DONATION
REQUEST LETTER
Giving. Caring. Sharing.
Date
Name
Company
Address
City, State Zip
Dear Name,
As a proud employee of the Colorado state government I am pleased to introduce you to the Colorado Combined
Campaign. This workplace giving campaign provides Colorado government employees the opportunity to donate to
charities that directly benefit Coloradans. Donations can be made through paycheck deductions and employees can
designate their donations to one or more of the more than 650 participating nonprofit organizations. Since its inception
in 1988, the Colorado Combined Campaign has raised millions of dollars for Colorado nonprofit organizations
and last year alone employees celebrated over 25 years of giving by pledging to donate over $1 million.
[Company/Business Name] is known across the state as a strong champion of charitable giving and we would like to
highlight your business as a supporter of the Colorado Combined Campaign by inviting you to donate a product or gift
card for us as an incentive to campaign participation. As a popular and well respected [business/company], your
donation will go a long way towards helping [name of department, college or university] encourage new donors and
increase the total amount of contributions, both of which will significantly impact our Colorado communities and contribute
to a more vibrant Colorado.
As a 501(c)(3) organization, your donation is tax deductible, as allowed by the law. T he Colorado Combined Campaigns
tax ID number is: 74-2401941.
If you have questions or would like additional information, please contact me at [email] or [phone number]. To learn
more about the Colorado Combined Campaign, visit our website: www.colorado.gov/ccc.
Thank you for your consideration. I look forward to following up with you soon.
Sincerely,
[Name]
[Department]
Date
Name,
Address
City, State Zip
Dear Formal Salutation,
On behalf of the Colorado Combined Campaign, thank you for your donation to the [Department Name, College or
University]s 2014-2015 Campaign! Your contribution will go a long way towards helping us encourage campaign
participation and increase the total amount of contributions, both of which will significantly impact Colorado nonprofits and
the communities they serve.
The Colorado Combined Campaign provides government employees an opportunity to donate to more than 650
participating nonprofit orginizations that specifically benefit Coloradans. Since its inception in 1988, state employees have
donated millions of dollars and last year alone, the Colorado Combined Campaign celebrated 25 years of giving by raising
over $1 million. Thanks to you and your donation, we are looking forward to continuing the strong tradition of charitable
giving among Colorado state employees.
Again thank you for your generous donation of:
[Enter item]
This letter serves as your receipt for tax purposes. The Colorado Combined Campaign (Tax ID: 74-2401941) is a nonprofit
501(c)(3) tax-exempt organization, recognized as such by the IRS. Please advise your own tax and financial advisors to
determine personal and/or business tax implications.
Thank you for choosing us as your partner in charitable giving and helping us impact our Colorado communities and
create a more vibrant Colorado.
Sincerely,
[Name]
[Departmentment]
www.facebook.com/ColoradoCombinedCampaign
https://twitter.com/cccgives
45
(Date)
(Honorary Chair)
(Address)
Denver, CO 80203
Dear (Name),
On behalf of the Colorado Combined Campaign Advisory Committee, thank you for accepting the position of
Honorary Chair for the 2014-2015 campaign! We truly appreciate your ongoing commitment to the campaign
and your leadership in demonstrating that when Colorado State Employees give, care, and share, Colorado
communities thrive.
As you know from past campaigns, the Honorary Chair is the lead champion and supporter of employee
charitable giving and acts as the Advisory Committees main connection to the Governor and the Governors
cabinet. The Honorary Chair is vital to the campaigns success and the Advisory Committee is grateful that you
will be helping us actively engage the department directors and reinforce the positive impact the campaign has
on the State of Colorado.
The 2014-2015 Colorado Combined Campaign officially kicks off on September 1. We acknowledge that your
time is valuable and look forward to discussing effective and efficient uses of your time that will best impact the
success of the campaign. In the meantime, we have two specific requests that would help us get the campaign
off to a strong start.
1. A welcome letter and photo which will be published in the inside of the annual campaign brochure. The
Honorary Chairs letter from last years brochure is included for your reference. If helpful, we would be
happy to draft a letter on your behalf for your review and edits.
2. We also hope you will consider helping us at our Lead Coordinator Training/Kickoff by addressing the
departments Lead Coordinators, either in person or through a video message. The date of the event is
to be determined and, if possible, we would like to coordinate with your office to find a date and time
that would work within your schedule. A keynote address from you will help set a positive and
enthusiastic tone for the campaign for all the Lead Coordinators that go above and beyond. Please let
us know if there is someone in your office we should work with regarding your schedule.
In addition to helping us kickoff the campaign, during the campaign we hope that you will be willing to:
1. Speak about the Colorado Combined Campaign at cabinet meetings and encourage the department
directors to become involved in their department campaigns. Members of the Advisory Committee and
management staff would be more than happy to help with talking points or, if you would like, attend
and present at a cabinet meeting.
2. Provide feedback from department directors on how we can work more effectively with the different
departments.
The Advisory Committee and CCC management staff welcomes the opportunity to assist you in your role as
Honorary Chair in any way you would find helpful.
I will reach out to your office early next week to follow-up on this letter.
Sincerely,
JOB DESCRIPTION
OVERVIEW
Since 1988, State of Colorado employees have donated nearly $30 million through the Colorado Combined Campaign.
Each year the 50,000+ State of Colorado employees are invited to make voluntary, tax deductible gifts via paycheck
contributions, cash, check, or credit card to 700 participating local nonprofit organizations. The CCC is a significant source
of funds for Colorado nonprofit organizations and an easy and efficient method for State of Colorado employees to invest
in the community.
Community Shares of Colorado was awarded the contract to serve as Campaign Manager of the Colorado Combined
Campaign beginning January 2014 and achieved a 2% campaign increase. We are seeking an energetic professional who
will build on the strong legacy of the CCC while embracing innovation and opportunities to expand the campaigns reach
and scope.
CORE RES PONSIBILIT IES
Work with the CCC Advisory Committee to develop a campaign strategy aligned with the vision, capacity, and
interests of State of Colorado employees
Execute a high-quality giving campaign with the goal of increasing number of participants and total gifts
Train staff, volunteers, and nonprofit representatives to represent the CCC at workplace giving events
Lead the hiring process, train, and manage any exempt and/or seasonal CCC staff and volunteers
Oversee production of tools, promotional materials, and programs needed to attract and retain CCC donors
Exceed expectations in donor stewardship and stakeholder management
Expand awareness of the giving campaign across the state and in individual departments and divisions
Produce real-time performance reports for the CCC Advisory Committee and Community Shares executive staff
Analyze campaign results to make recommendations on tactics to achieve the goals and objectives of the
campaign
A team mindset using soft power to bring out the best in staff members, volunteers, and stakeholders
Contagious enthusiasm with the capacity to inspire others to take action
Engaging communicator with the ability to meaningfully connect with an audience in group settings
Self-motivation to consistently improve organizational performance and add value
Management adaptability in pursuit of stated goals and objectives
The ability to build strategies, structures, and systems to drive success
An eye for potential with the aptitude to identify opportunities aligned with desired outcomes
Inclination to work joyfully and further a positive organizational culture
Ability to operate computer systems, manage phone calls, and travel to and from meetings and appointments in locations
across the state at times when public transportation is unavailable.
WORK ENVIRONMENT
Private office with computer and phone are available to the Campaign Director of the Colorado Combined Campaign. The
work entails a mix of office duties (including sitting at a desk perhaps for long periods of time) and external meetings.
Community Shares is located within the Colorado Collaborative for Nonprofits at 789 Sherman Street in Denver.
COMPENSATION
The compensation for this position is based on a director-level fundraising position working with the guidance of the CEO
and Vice President of Community Giving & Operations in an established fundraising structure. The starting salary range is
$44,000 - $50,000 depending upon experience. CCC staff members will be eligible for Community Shares full benefits
package.
APPLICATION PROCEDURE
Please email a rsum and cover letter specifically addressing your interest in the Campaign Director position to
jobs@cshares.org. The cover letter may be addressed to Erin Atwell, Vice President of Community Giving & Operations.
Interviews will be scheduled starting the week of April 13, 2015. The position will remain open until filled. Final
candidates will meet with the CCC Advisory Committee prior to the hiring decision. Any questions regarding the position
should be sent via email to jobs@cshares.org.
For more information about Community Shares of Colorado, please visit www.cshares.org.
For more information about the Colorado Combined Campaign, please visit
http:// www.colorado.gov/coloradocombinedcampaign or visit www.coloradocombinedcampaign.org.
Community Shares of Colorado does not discriminate against individuals on the basis of race, color, religion, creed,
national origin, gender, age, sexual orientation, gender expression, marital status, military status, veteran status, physical
or mental disability or any other unlawful basis in the administration of services, employment, volunteers, membership or
leadership. The Corporation provides equal employment opportunities to all individuals based on qualifications related to
the position and the ability to perform the job.
J O B D E S C R I P T I O N
OV ERV IEW
Since 1988, State of Colorado employees have donated nearly $30 million through the Colorado Combined Campaign.
Each year the 50,000+ State of Colorado employees are invited to make voluntary, tax deductible gifts via paycheck
contributions, cash, check, or credit card to 700 participating local nonprofit organizations.
The CCC Campaign Coordinator assists the Executive Director and the CCC Advisory Committee in managing an efficient
and successful Colorado Combined Campaign. An ideal candidate will have the experience and skills to manage multiple
ongoing projects and ensure excellent communication with internal and external stakeholders. Additionally, the ideal
candidate will have a background in or experience with marketing and social media. Individuals who are most successful
team members at Community Shares are committed to working in a team setting and are eager to accept new challenges.
This position requires close attention to detail, the ability to set priorities and meet deadlines, and work efficiently and
independently.
CORE RESPONSIBILITIE S
Create and maintain internal organizational infrastructure and project management processes that ensure
effective campaign management and clear communication with all stakeholders
Direct processing of all campaign donations including data entry, donor acknowledgement, and distribution of
donor information to participating federations and nonprofit organizations
Responsible for accuracy, confidentiality, and timely entry of donor records
Manage the development, production and editing of print CCC promotion and pledge materials
Maintain the online giving tool available to donors
Maintain the CCC website and social media accounts
Design and manage newsletters, brochures and other marketing materials
Provide exemplary customer service for a diverse set of CCC stakeholders
Schedule nonprofit representatives to speak at campaign events across the state
Manage production of tools, promotional materials, and programs needed to attract and retain workplace donors
Coordinate successful meetings and events including securing vender contracts, drafting agendas, taking notes,
and providing effective pre- and post-meeting/event communications to all participants
Plan and coordinate the ampaign Directors meeting and travel schedule
Manage the annual nonprofit application process to ensure participating nonprofits are in compliance with
campaign requirements as stated in the CCC bylaws
W E S E E K T H E F O L L O W I N G T A L E N T S
Ability to create and manage internal campaign structures with an eye towards accuracy and efficiency
! team mindset and comfort working with a wide variety of stakeholders including volunteers, donors, and
nonprofit representatives
An eye for detail and high expectations for the quality of communication pieces
WORK ENVIRONMENT
Open office workspace with computer and phone. The work entails a mix of office duties (including sitting at a desk
perhaps for long periods of time) and external meetings. Community Shares is located within the Colorado Collaborative
for Nonprofits at 789 Sherman Street in Denver.
COMPENSATION
The compensation for this position is based on a coordinator-level position working with the guidance of the Campaign
Director in an established fundraising structure. The starting salary range is $32,000 - $36,000 depending upon
experience. CCC staff members will be eligible for ommunity Shares full benefits package.
APPLICATION PROCEDUR E
Please email a rsum and cover letter specifically addressing your interest in the Campaign Coordinator position to
jobs@coloradocombinedcampaign.org with the subject ampaign oordinator. The cover letter may be addressed
to Nina Sundell, Executive Director, Colorado Combined Campaign. The position will remain open until filled. Any
questions regarding the position should be sent via email to jobs@coloradocombinedcampaign.org.
For more information about Community Shares of Colorado, please visit www.cshares.org.
For more information about the Colorado Combined Campaign, please visit www.colorado.gov and search .
Community Shares of Colorado does not discriminate against individuals on the basis of race, color, religion, creed, national origin,
gender, age, sexual orientation, gender expression, marital status, military status, veteran status, physical or mental disability or any
other unlawful basis in the administration of services, employment, volunteers, membership or leadership. The Corporation provides
equal employment opportunities to all individuals based on qualifications related to the position and the ability to perform the job.
/!$$K\
JOB DESCRIPTION
EXEMPT/NON-EXEMPT: Non-Exempt
DIVISION: Donor Relations
SUMMARY
On-site fundraising
Implementing On-line pledge tool as needed
Coordinate speakers, tours and activities as needed
Collection and follow-up of campaign documentation
Production of required reports including account plans and
campaign summaries
- Recognition activities at the account
Utilize a consultative, in-person approach to manage donor relations activities
>
DESIRABLE QUALIFICATIONS
Education:
Special skills/knowledge:
Honesty, integrity, and ethical behavior.
Computer skills:
0^
Supervisory experience:
Date Job Description Written:
Campaign Totals
Thank you!
Highest % of participation
Campaign Brochures
Campaign Swag
Program Agreement
Upon reaching agreement regarding certain terms and conditions, the __________________ (Event
name & activity) will become an official fundraising program for the Colorado Combined Campaign
(CCC). This document outlines the programs operations regarding working with the CCC and is
intended to provide consistency and clarity regarding expectations for this partnership.
Partnership
As an official program for the Colorado Combined Campaign, the __________________ (Event
name & activity) will be planned and executed by volunteers (state employees or others) with support
from the CCC Advisory Committee (CCCAC) and CCC staff, as specified in this agreement.
The CCCAC will assign two members to sit on the __________________ (Event name & activity)
Organizational or Steering Committee to assist in planning, promoting, and marketing, and, if
wanted, to assist in recruiting additional volunteer state employees from various departments to
assist with the planning and implementation of the event and assist with other delegated tasks.
The CCCAC members main role, however, will be to answer questions regarding CCC bylaws
and campaign practices as it relates to implementing this program and to provide guidance
regarding this programs budgets and finances.
The __________________ (Event name & activity) will benefit the Colorado Combined Campaign
and will: (include only those that apply)
Raise awareness among state employees about the State of Colorados departments and
programs
Raise awareness among state employees about the Colorado Combined Campaign
Raise money for local nonprofit organizations
Introduce employees to the nonprofit organizations who benefit from the Colorado
Combined Campaign
Provide state employees the opportunity to participate in a healthy initiative
Budgets
Because the expenses for the __________________ (Event name & activity) flow through the
Activities Statement of the CCC, __________________ (Event name & activity) expenses, including
any requested staff support time, must be included in the annual proposed CCC budget approved
by the CCCAC each year. For inclusion in in the annual CCC budget proposal the
__________________ (Event name & activity) budget must be submitted to CCC staff by December 1
(i.e., by 12/1/2015 to be included in the budget for 2016). The CCCAC can consider an amended
budget to include a proposed fundraising event at other times during the year -- providing the
previously approved budget can absorb any potential costs and remain within it administrative cost
percentage.
CCC Management will use the budgeted allotment of staff time to clarify the CCC staffs priorities
and to help them align the goals of the __________________ (Event name & activity) with overall
campaign goals, with the annual CCC campaign taking precedence over any other activities.
Expenses
The __________________ (Event name & activity) is responsible for covering all its expenses through
event proceeds.
Each year, a minimum of $1,000 can be withheld from the __________________ (Event name &
activity) revenue as seed money for the next years fundraising event as there can be costs that
need to be covered prior to the receipt of sponsorship dollars. This seed money can only be used
if the future event is held to benefit the CCC. In addition, any expenses exceeding the initial
$1,000 seed money will not be paid until sponsorship money has been secured. In the event that
the __________________ (Event name & activity) is canceled or discontinued, any remaining seed
money will be distributed to nonprofit organizations participating in the CCC.
Work with the Organizational or Steering Committee to set annual goals for increased
participation and sponsorship
Lend expertise regarding sponsorship levels so they are inclusive of both sponsorship
opportunities and branding during the entire campaign with the goal of increasing revenue
for the __________________ (Event name & activity)
Assist in tracking expenses and revenue
Manage online registration by providing web portal
Manage online/social media marketing initiatives
Act as the liaison with nonprofit organizations
Assist in recruiting state departments to man booths at the event
Raise awareness of the event within state agencies
Manage distribution of donations to the participating nonprofits
long term relationship, the CCC and the __________________ (Event name & activity) ensure that
this event will continue annually despite any personnel changes in either organization and agree to
work together to form a solid foundation for the future success of this event. Following this initial
agreement and with the future commitment of the CCC and the __________________ (Event name
& activity) the CCCAC will, if needed, effectuate these conditions in the CCC bylaws to further
ensure continuity and the retention of this program.
_________________________________
CCC Chair
_____________________________
Organization Chair
COLORADO
COMB
F. n
CAMPAIGN
The (Name of the Walk) 5K Walk/Run is an official program of the Colorado Combined Campaign
and will be planned and executed by volunteer state employees with support from the CCC
Advisory Committee and CCC staff.
The CCC Advisory Committee will assign two members to sit on the 5K Steering Committee and
will work, alongside the 5 K Steering Committee Members, to assist in planning the event, raising
awareness, and recruiting employees from each department to sit on the various 5K
subcommittees. These Advisory Committee members will serve to report to the entire Advisory
Committee and solicit any feedback or necessary oversight.
The Advisory Committee's main role will be to answer questions regarding CCC bylaws and
campaign practices and to provide guidance regarding budgets and finances.
Purpose/ Goals (Suggested- will be finalized by the 5K Steering Committee)
The (Name of Walk) 5K Run/Walk will benefit the Colorado Combined campaign and will:
Raise awareness among state employees about the State of Colorado's Departments
and programs
Raise awareness among state employees about the Colorado Combined Campaign
Raise money for local nonprofit organizations
Introduce employees to the nonprofit organizations who benefit from the Colorado
Combined Campaign
This event will be consistently referred to as the (Name of Walk) 5K Walk/Run benefitting the
Colorado Combined Campaign in all marketing materials.
This event has been and will continue to be planned and executed by a group of state employee
volunteers and not the CCC AdvisoryCommittee. In order to preserve the integrityof this event,
all materials will describe the (Name of Event) 5K Walk/Run as a program planned and executed
by volunteer state employees with proceeds benefiting the Colorado Combined Campaign.
Budgets
Because the expenses for the (Name of the Walk) 5K flow through the Activities Statement of the
Colorado Combined Campaign, 5K event expenses, including requested staff support time, will
be included in the proposed CCC budget. This budget is approved by the Advisory Committee
annually in February. The 5K budget will be submitted to CCC staff annually by 12/1. (Adjusted
for 2015).
CCC Management will use the budgeted allotment of staff time to help clarify the CCC staffs
priorities and to help them align the goals of the (Name of the Walk) 5K with overall campaign
goals.
Expenses
The (Name of Walk) 5K Walk/Run is responsible for covering all expenses through event
proceeds.
Each year, a minimum of $1,000 will be withheld from the 5K revenue as "seed money". Because
there are some expenses that need to be paid prior to the receipt of sponsorship dollars, this
seed money will be used to cover those costs. Expenses exceeding the initial $1,000 will not be
paid until sponsorship money has been secured. In the event that the 5K is canceled or
discontinued, seed money will be distributed to the participating nonprofit organizations.
Advisory Committee
There are several ways in which the CCC Advisory Committee (CCCAC) and the Management Staff can
lend their expertise and assistance to the 5K Walk Committee while ensuring the integrity of the event as
independent and volunteer led.
Work with 5K committee to set annual goals for increased participation and sponsorship
Lend expertise regarding sponsorship levels so they are inclusive of both walk sponsorship
opportunities and branding during the entire campaign with the goal of increasing revenue for the
5K.
Given the upward trending success of the 5K, it is important to retain ongoing engagementand
commitment to this event. Byassociating and collaborating the CCC with the 5K Steering Committee,
this ensures that the event will continue annually despite changes on either committee and form a solid
structure to base the foundation of this event. Following this initial agreement between the committees,
the Advisory Committee will effectuate these conditions in the bylaws to ensure continuity and retention of
this program.
CCC Chair
while learning about state government and supporng the over 700 charies
We need you:
There are 5 slots remaining on our steering/planning commiee. If your
department is interested in lling one of these slots, please email
elise.masters@state.co.us or diane.rodriguez@state.co.us.
We also need many volunteers for the day of the 5K. If you are interested in
volunteering for the day of the event, please email elise.masters@state.co.us or
diane.rodriguez@state.co.us.
6/13/14
DATE
NAME
ADDRESS
CITY, STATE, ZIP
Good afternoon,
Please allow this letter to introduce you to the Colorado Combined Campaign (CCC), a workplace campaign
that provides a way for Colorado government employees to donate to charities benefitting Coloradans. This
letter is requesting support for the second annual Together Colorado, a 5k Walk/Run to be held August 23,
2014 at Sloans Lake in Denver.
Created in 1988, the CCC allows state employees to donate to over 700 non-profit organizations. One shining
example of a non-profit organization supported by the CCC is We Dont Waste. This non-profit systematically
recovers unused food from venues, events, caterers, restaurants and other major food purveyors and delivers
it to community-based, non-profit agencies serving vulnerable populationsat no cost to the donor or the
recipient agency.
Over the past 25 years, the CCC has raised more than $29,800,000. Because state employees voluntarily run
the campaign, administrative costs are extremely low allowing for more than 92 percent of contributions to be
distributed directly to the non-profit organizations. We are working to increase the annual contribution with the
Together Colorado 5K Run/Walk. All proceeds from this event will directly benefit the Colorado Combined
Campaign.
This is a unique opportunity for your company to receive exposure to more than 33,000 state employees and
help support a large number of non-profit organizations throughout Colorado. As a participating sponsor you
will receive:
Title Sponsor / $5,000
Start and/or finish line signage with prominent logo & name placement
Event day recognition as a Title Sponsor announced at event
Title Sponsor logo/name placement in electronic messaging to thousands of state employees and on
event website
Title Sponsor logo/name placement on printed materials (advertisements, posters, flyers)
Title Sponsor logo/name placement on event day t-shirts
Complimentary booth space (must reserve by July 25, 2014)
15 Complimentary event entries & t-shirts
Sponsor / $2,500
Event day recognition as a Finish Line Sponsor announced at event
Logo/name placement in electronic messaging to thousands of state employees and on event website
Logo/name placement on printed materials (advertisements, posters, flyers)
Logo/name placement on event day t-shirts
Complimentary booth space (must reserve by July 25, 2014)
10 Complimentary event entries & t-shirts
Sponsor / $1,000
Event day recognition Race Sponsor announced at event
Logo/name placement in electronic messaging to thousands of state employees and on event website
Logo/name placement on printed materials (posters, flyers)
Logo/name placement on event day t-shirts
5 Complimentary event entries & t-shirts
Friends of the CCC
You have the option to provide financial support, or items, gift cards, or gift certificates to be used as prizes in a
drawing on race day.
Event day recognition as a sponsor
Logo/name placement on the event website
We appreciate your consideration and sponsorship for the 5K Walk/Run Together Colorado and the Colorado
Combined Campaign. More information about the Colorado Combined Campaign can be found at
www.colorado.gov/ccc.
Enclosed is a registration form, or you may call me at 720-420-3210 or e-mail me at
nina@coloradocombinedcampaign.org for more information.
For questions, please contact_______________________.
Sincerely,
Nina Sundell
Colorado Combined Campaign
www.colorado.gov/CCC/
Tax ID Number: 74-2401941
STATE OF COLORADO
EXECUTIVE CHAMBERS
136 State Capitol
Denver, CO 80203 - 1792
Phone (303) 866-2471
____________________
John Hickenlooper
Governor
John W. Hickenlooper
Governor
1. How many years have you been lead coordinator for your office?
First Year
2 Years
3 Years
4 Years
5 or more years
2. When did your 2010 campaign start and approximately how long did it last?
30 days or less
31 to 60 days
61 to 90 days
91 days or more
3. Are you considering any changes to the timing of your next campaign?
Yes, I plan to start sooner
4. What CCC services did you find most helpful in implementing your campaign?
You may choose more than one service. Please also include any suggestions for
other services the CCC could provide in the future in the comment box.
Lead Coordinator Training
Email suggestions
Success stories
CCC website
5. Please tell us more about this past campaign. Did it go well? What internal or
external factors affected it positively and/or negatively? What, if anything, do you
anticipate doing differently regarding the implementation of your next campaign?
6. Did you receive any pledges through the CCC online giving site or did you use the
giving site yourself?
Yes
No
7. Regarding the CCC online giving site, which of the following applications, if any,
seemed to be hard to use? Please also share any feedback or other information in
the space provided.
Login/Creating new profile
ID Numbers
Choosing charities
Answering questions
Form modification
8. Do you have any suggestions for improving the CCC online giving site or the CCC
website?
9. If the CCC offered a training session for the online giving site, would you attend?
Yes
No
10. Please share any other comments or suggestions you may have for the CCC
Advisory Committee to consider. If you would like an Advisory Committee
member to contact you to discuss your responses, please also include your name
and contact information.
State of Colorado
Upon completion of each personal services contract with a value over $100,000, the individual selected by the state agency or
institution of higher education (IHE), pursuant to CRS 24-103.5-101(3), to monitor the contractors work under the contract
(Contract Monitor) shall complete this FINAL Contractor Performance Evaluation (Evaluation) and submit the completed Evaluati on
to the contractor for review and comment pursuant to CRS 24-103.5-101(6). This Evaluation and contractors response, if any, shall
be added to the statewide Contract Management System (CMS) within 30 days after contract completion and become publically
available as part of the States searchable website. Soliciting state agencies and IHEs are required to review completed Evaluations
prior to making future contract awards to ensure that the prospective contractor meets applicable responsibility. A contracto r who
disputes any information contained in an Evaluation may exercise the contract rights set forth in CRS 24-109-106, 107, 201 or 202.
Completing this Form
Before completing this Evaluation, the Contract Monitor shall ensure that ALL applicable fields in CMS are completed upon
conclusion of the contract.
The Contract Monitor or Procurement Staff shall submit the completed Evaluation to the contractor for review and comment
within 30 days of contract completion.
The state agency or IHE shall maintain this Evaluation and contractors response, if any, as part of its official contract file and
shall post the Evaluation on CMS within 30 days of contract completion.
This Evaluation shall remain a part of CMS for at least 5-years following the date it is attached to the CMS contract record.
C.R.S. 24-105-102(4).
If the contract is for construction services with a value of $500,000 or more, the Contract Monitor also shall complete the form
entitled Construction Contractor Final Performance Evaluation Report.
This Evaluation is not required for contracts under Medicare, the Colorado Medical Assistance Act, Articles 4 to 6 of Title
25.5, CRS, the Childrens Basic Health Plan Act, Article 8 of Title 25.5, CRS, or the Colorado Indigent Care Program, Par t I
of Article 3 of Title 25.5, CRS.
Yes
No*
Yes
No*
Yes
No*
Below Standard
Standard
Above Standard
>>The following to be completed by the State following submittal to Contractor for review <<
Provided contractor with opportunity to review Evaluation? (Date sent:
Yes
No*
Yes
No
Yes
No
By signing below, I acknowledge that I have completed this Final Contractor Performance Evaluation in accordance with
C.R.S. 24-102-205(6)
____________________________________
Signature
Print Name
Date
Title
Phone