Combined Federal Campaign
CFC Memorandum 2003-9
COMBINED FEDERAL CAMPAIGN
SUGGESTIONS FOR ATTACHMENT "A"
All organizations seeking national list eligibility must certify that
it provides or conducts real services, benefits, assistance, or program activities,
in 15 or more different states or a foreign country over the 3 year period immediately
preceding the start of the year involved. This requirement cannot be met
on the sole basis of services provided through an "800" telephone
number or by sending materials via the U.S. Postal
Service or a combination thereof. A schedule listing those states (minimum
15) or the foreign countries (minimum 1) where the program activities have been
provided and a detailed description of the activities in each state or foreign
country must be included with the application. While it is not expected
that an organization maintain an office in each state or foreign country, a
clear showing must be made of the actual services, benefits, assistance, or
activities in each state or foreign country. See 5 CFR §
950.202(a).
DO
- Specify the recipient(s) of the service, benefit, assistance, or program
activity (WHO)
- Describe the type of activities provided or conducted (WHAT)
- Describe how the services were provided or conducted (HOW)
- Provide dates of services within the 3 year period immediately prior to
the application year (WHEN)
- Describe where the activities were provided by state or country (WHERE)
- a total of 15 states or 1 foreign country must be represented
DON'T
- Generalize the nature of the activity
- State that an activity was provided in "numerous states"
- List activities that were "offered"
- List location of membership organizations, affiliates, individual members,
or Board members
NATIONAL ELIGIBILITY GUIDANCE (CFC Memorandum 2002-7)
While CFC regulations note that an organization is not expected to maintain
an office in each state or foreign country, a clear showing must be made of
the actual services, benefits, assistance or program activities provided in
each state or foreign country. That is, a listing of services, benefits, assistance
or activities must be provided for each of the 15 or more states or 1 foreign
country where coverage is claimed. Providing the location of where organization
members reside, alone, is not a sufficient clear showing to support eligibility.
- Dissemination of Information/Research. The dissemination of information
and publications, alone, does not meet the eligibility criteria in CFC regulations
at 5 CFR §§ 950.202 and 203 for providing real services, benefits, assistance
or program activities.
- Use of lists (i.e. member listings/affiliated or support group listings).
Providing listings of affiliated support groups and a breakdown of attendees,
by state or foreign country, at an annual conference without further documentation
of national or international presence is not a sufficient demonstration of
real services, benefits, assistance or program activities required for national
or international eligibility.
- Memorials, Museums and Public Recreation Facilities. Merely listing
the names and addresses of an organization's members or visitors to a facility
does not satisfy national eligibility criteria.
EXAMPLE OF A QUALIFYING ATTACHMENT A
NOTE: There are many ways to present the information necessary to meet
this eligibility requirement. Following is a sample of one format with hypothetical
information that provides the required details.
1) STATE-BY-STATE DESCRIPTION OF SERVICES
California
June 1, 2002 - Sacramento - staff presented volunteer training on healthcare
advocacy issues; attended by 100 individuals from northern California
July 9, 2001 -- Annual meeting, "Philanthropy in the New Millennium" conducted
in San Francisco
Colorado
October 20, 2001 - Presented at the University of Colorado Health and Wellness
Fair. Staff were on-hand to distribute educational information and answer questions
from students
2) DESCRIPTION OF SERVICE WITH DETAILS ON RECIPIENTS
ABC Charity provides educational tools to inner-city schoolchildren whose families
are below the poverty line. $5,000 educational scholarships for tuition at
two or four year colleges are awarded to recipients who meet the eligibility
criteria (3.0 grade point average, involvement in extra-curricular activities,
500-word essay, etc.). Following is a listing of the students who have received
ABC scholarships in 2000-2002.
2001
A. Johnson - Miami, FL
C. Smith - Seattle, WA
J. Andrews - Los Angeles, CA
J. Callahan - Philadelphia, PA
EXAMPLES OF NON-QUALIFYING ATTACHMENTS A
ABC Charity's publication, ABC Cares, is distributed monthly to 3,000
members residing in all 50 states, the District of Columbia, and Puerto Rico. Thousand of others receive ABC Charity's information from our website and other
publications.
- This information does not provide specific information to demonstrate
that a real service was provided in at least 15 states.
ABC Charity offers educational packages to schools in every state. The package
includes information on cancer prevention and detection.
- This statement does not indicate that a real service has been provided.
Applicants must demonstrate clearly that a service was rendered, describe
the nature of the service, when it was provided, and who received it.
Attached is a listing of ABC Charity-affiliated support groups in 25 states.
- A listing of affiliated groups, alone, is not sufficient to demonstrate
real services, programs, or assistance. Applicants must provide additional
details on the nature of the applicant's relationship with these groups and
the services provided to them ( financial support, presentations, educational
materials, etc.)
Over the past three years, ABC Charity's literature is used by high schools
and universities in the following states: AL, CA, DE, FL, GA, IL, IN, ME, NY,
NH, OH, OR, PA,
- This example does not provide sufficient details to demonstrate who received
the service, when it was delivered, or how it was delivered.
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