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Application Standards Checklist 2014 Spirit of North Carolina Campaigning for Excellence Application Form (www.unitedwaync.org) Company/Organization Name PepsiCo Address 1100 Reynolds Blvd. Winston-Salem 27102 Name of Person Completing Phone E-mail this Application Tony McLure 336-896-4216 [email protected] Name of Sponsoring UW of Forsyth County 3C United Way United Way Contact for 336-721-9370 [email protected] Questions Ryland Tisdale Does the company know a Spirit Application has been submitted on their behalf? X Yes No STANDARDS OF EXCELLENCE Below is a checklist of the components of the application. Please complete each standard, in addition to the Organizational Overview, with as much detail as possible. Each Standard is worth up to five (5) points unless designated with an asterisk (*). Designated Standards are worth up to ten (10) points. ALL APPLICATIONS MUST BE SUBMITTED USING THIS FORM and COMPLETED “AS IS”! Please do not add borders, headings, color, or make any changes to this form. Application Standards Checklist 1. Volunteer Culture 2. Partnership with Community 3. CEO/Senior Leadership Involvement and Giving 4. Corporate or Foundation Contributions & Other Non-traditional and In-kind Gifts 5. Employee Campaign Coordination, Incentive and Recognition 6. Overall Per Capita Gift 7. Participation Level Heads up: two new items! Please do not add pictures to the Standards Text Box. Instead, attach separate page with pictures labeling the corresponding Standard. (Attachment 1) You may also submit a DVD or attach a Video for viewing by the Selection Committee. The video should not exceed 3 minutes. Please send any DVDs to Anita Barker, 875 Walnut Street, Suite 150B, Cary, NC 27511. DVD’s must arrive on or before January 20, 2015. AWARD CATEGORIES Organization Type of Organization Employee Size Check the appropriate box for this Check the appropriate box for this application submission. application submission. Up to 50 employees Financial/Banking Institutions 51 – 100 employees Manufacturing 101 - 200 employees Business Campaign 201 - 500 employees City/ County Municipality 501 - 1000 employees Higher Education 1001 - 1500 employees School Campaigns 1501 - 2500 employees Hospital/ Health System 2501 - 5000 employees Retail 5001 + employees Not-for-Profit Agency - 501(C)3 Professional Services (small business,partnerships,LLC, accounting, architect, engineering firm, attorneys, etc.) To certify the contents of this application, the signature of the nominating United Way CEO or his/her direct designee must be obtained. An email from the United Way may accompany the application submission stating that it has been reviewed and approved if electronic signature is not available. United Way CEO/Designee Name: Ryland Tisdale _____________________________ Email: [email protected] ________________________________ Organizational Overview This information will be used during the Awards Ceremony for winning companies. Describe the mission, vision and philanthropic culture of your organization: The PepsiCo Customer Service Center (CSC) Winston -Salem was established in 1993. PepsiCo as a company embraces the annual Employee Giving Campaign in all of its locations, so it was only natural that the United Way would be a part of the Customer Service Center culture. The campaign has grown each year and we are most proud of our 2014 campaign. We currently have between 750 and 800 employees at our Winston Salem office, and our business requirements continue to transform. From a community relations perspective, each year we support the United Way, Angel Tree, Big Brother’s Big Sisters, Susan G. Komen and many other charitable organizations through our 10 Employee Resource groups and their community engagement. The PepsiCo Foundation supports and encourages employee charitable donations matching any donation over $25 and double match for Board memberships. In 2015 the PepsiCo Foundation will launch a program that provides donation matches for employee community volunteer hours. Describe ONE unique and meaningful event, activity, or communication that ignited the success of your campaign: (This will be shared at the Awards Banquet if selected as a winner) Each year we hold several events leading up to the campaign to encourage employee participation but the one event that is always a key to our success and ignites the campaign is our kickoff rally. During the rally members of Sr. Leadership are awarded the opportunity act\sing\dance in skits that are arranged by employees of our Kickoff Committee. You can always bet someone will be embarrassed but everyone will have fun! List 3 bullet-points highlighting numeric campaign successes: (This will be shared at the Awards Banquet if selected as a winner) (i.e., dollars raised, % increase over previous year, # of leadership givers, etc.) Leadership Givers – 160 New Leadership Givers, total of 245, more than double previous year From 2013 to 2014 campaign was an 8% increase in total donations Average employee donation in 2013 was $354.58 and was $442.16 in 2014 Standard 1 - Volunteer Culture Describe how volunteerism fits into the organization’s philanthropic mission. Include specific volunteer activities (listing recipient organizations) and, if possible, provide number of employees, volunteer hours and dollar value of volunteer participation. (Estimated value of volunteer time for 2013 is $22.55 per hour) Include organizational incentives for participating in community volunteer activities. Up to 5 points This team is Pepsi proud. We are proud of our Company, proud of our products, and proud of our efforts to be a strong partner in our community. United Way Board of Directors – Fran O’Rourke, VP US & Canada Food Service sits on the Board of Directors Big Brothers Big Sisters – Tony McLure, I/T Site Lead, Director Global R&D, sits on the Board of Directors PepsiCo Feeds America Day participates at the Second Harvest Food Bank – both staffing and providing food donations – supported by the Mosaic ERG Support of the Hispanic League of the Piedmont Triad through contributions and participation in Spanish Night and Fiesta! – supported by the Adelante ERG Our Valor ERG supported Big for a Day for Big Brothers Big Sisters, the Marine Mud Run and had a fund raiser for the National VFW Foundation and to the Local VFW organization Big Brothers Big Sisters Bowlathon, supported by our CONNECT ERG Women @ PBC supports the Susan G Komen run each year Our Fitness committee drives participation in The Heart walk for the American Heart Association, the United Way Halloween run, Color Run and several others. Support of the Local and National Urban League, including the WSUL Golf Tournament Boy Scouts of America Troop Leaders; Girl Scouts of America Troop Leaders Through a Partnership formed with Goodwill Industries of NWNC, we hosted a Job Fair event for 21 Veterans American Red Cross Blood Drive Local college recruiting program We have an annual pizza United Way volunteer lunch – and this year we had approximately 50 people showed up to assist us along with Ryland Tisdale from United Way. On-going involvement in Leadership Winston-Salem Participate in the Winston-Lake YMCA Black Achievers Program Allow our exempt employees to do charity work on company time Standard 2 – Partnership with community to raise awareness of needs and foster a spirit of giving Describe the organization’s philanthropic relationship with the community. Document specific rallies, events, or programs which generate enthusiasm for community involvement and support. Unique partnership and awareness activities should be highlighted such as specialized meetings, tours, speakers and fairs. Activities which have positive results for year-round engagement should be cited as well. Up to 5 points UNIQUE Campaign Rallies – our volunteer committee that oversees the rallies, comes up with a theme, different each year. The Senior Leadership team then participates in whatever skit/performance that the committee comes up with. These are usually hilarious, involving Sr. Leadership in all kinds of dress and in all kinds of activities. This draws the crowds to the rally to hear the message. In addition, this drives the “fun” factor of the campaign. A United Way speaker and the annual video are included in all kickoff rallies; along with PepsiCo specific incentives being offered this year. Posters are put up weeks before the campaign to raise awareness that the campaign is coming A package of the United Way form, brochure including what your dollars will provide and any other United Way pamphlets are distributed to all employees during our lead up meetings and rallies for the campaign Incentives are given for early submission of donations during our campaign as well as leadership givers levels and stepping up a level. Hosted our annual Big For A Day with Big Brothers Big Sisters Dusty Lanier came to speak at a rally about Young Leaders United and Women’s Leadership Council this year Pepsi’s community involvement culture is included in new employee orientation. Expectation that teams will do a “team event” and encouraging competition (like in the Golf tournament, the dunking booth, etc.) Standard 3 - CEO/Senior Leadership Involvement and Giving Given that Leadership participation is a Best Practice item: Describe how senior leadership (CEO/Direct reports) hosts, manages, organizes, participates in, and “influences” philanthropy, community support, and campaign activities. Describe how company leadership in general promotes a culture
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