State Employee Charitable Campaign (SECC)
DATE: [Insert date]
TO: SECC Local Campaign Manager Applicants
FROM: SECC Local Employee Committee [Insert Local Campaign Area]
SUBJECT: 2015 Local Campaign Manager Application Packet
Enclosed is the application packet for Local Campaign Manager in the [insert Local Campaign Area] for the 2015 State Employee Charitable Campaign (SECC). This Campaign Area covers the following counties: [Insert all counties served].
The authorizing statute for the State Employee Charitable Campaign is found in the Texas Government Code Annotated, Section 659.131 et seq. This statute requires that to be eligible for consideration for Local Campaign Manager, an applicant organization must be a federated community campaign organization or a charitable organization that has demonstrated capacity to conduct a local campaign.
The completed application must be hand-delivered or sent by certified mail to the SECC Local Employee Committee. The application must be delivered or postmarked no later than [insert date set by Local Employee Committee]. An application delivered or postmarked after that date will not be considered.
The application must be submitted in a loose-leaf notebook. Attachments should be tabbed.
Please send completed applications to:
SECC Local Employee Committee Attn: [Insert name of LEC Chair] [Insert address of LEC Chair]
For more information, please contact [Insert name and telephone contact of LEC Chair].
2015 SECC Application for Local Campaign Managers 1 State Employee Charitable Campaign (SECC)
LEGAL RESPONSIBILITIES OF LOCAL CAMPAIGN MANAGER
Although the local campaign manager must comply with all applicable provisions, the following sections of the statutes, rules, and policies governing the Campaign are provided for further guidance. Any questions may be addressed to: [Insert name of LEC Chair] [Insert telephone of LEC Chair]
Texas Government Code Annotated (The Statute)
Section 659.144. Local Campaign Manager.
Section 659.148. Fees.
Texas Administrative Code, Title 34, Section 5.48. (The Comptroller’s Rules)
(i) Payments of deductions.
(j) Distributions of deductions by local campaign managers.
(m) Refunding excessive payments of deductions.
(p) Responsibilities of local employee committees.
(r) Responsibilities of local campaign managers.
Texas Administrative Code, Title 34, Chapter 326, 327 and 333 (the SPC Rules)
Policy Statements
10% Campaign Expense Cap
Other Requirements
Payment of pro-rata share of expenses up-front.
Requirement to send a representative to a yearly training session. 2015 SECC Application for Local Campaign Managers 2 State Employee Charitable Campaign (SECC)
APPLICANT INFORMATION
[Insert Local Campaign Area]
Organization ______
Address ______
______
Toll Free # ______
Federal Tax # ______
Contact Person, Title ______
Address ______
______
Telephone/FAX (______)______(______)______
Website / E-mail ______
2015 SECC Application for Local Campaign Managers 3 State Employee Charitable Campaign (SECC)
APPLICATION
In order to meet requirements as a charitable organization under the governing statute, applicant organization must meet certain requirements. Please indicate applicant organization’s compliance by initialing below. Also, please note the instructions under each Section.
SECTION l. CHARITABLE ORGANIZATION. To be completed by all applicants.
A. Applicant organization is organized for charitable purposes under the Texas Non-Profit Corporation Act, Tex. Rev. Civ. Stat. Ann. art. l396-1.01 et seq., and its subsequent amendments, or holds a certificate of authority issued under that Act. Tex. Gov’t Code Ann. Section 659.131(2)(A). (See required ATTACHMENT A.) INITIALS: _____
B. Applicant organization is exempt from taxation under Section 501(a) of the Internal Revenue Code of l986 as an organization described in Section 501(c)(3) of that code and to which contributions are deductible for income tax purposes under Section 170 of that code. Tex. Gov’t Code Ann. Section 659.131(2)(B). (See required ATTACHMENT B.) INITIALS: _____
C. Applicant organization fully complies with all applicable federal nondiscrimination laws, including Chapter 2l, Title 42, United States Code. Tex. Gov’t Code Ann. Section 659.131(2) (C). INITIALS: _____
D. Applicant organization fully complies with all state statutes and rules relating to charitable organizations. Tex. Gov’t Code Ann. Section 659.131(2)(D). INITIALS: _____
E. Applicant organization is not a private foundation. Tex. Gov’t Code Ann. Section 659.131(2) (E). INITIALS: _____
F. To preserve the integrity of the campaign and to minimize intrusion into the workplace, applicant organization will adhere to the rule requirement prohibiting local campaign managers from soliciting deductions from state employees at the employees’ worksites unless the solicitation is pursuant to the state employee charitable campaign. 34 Tex. Admin. Code Section 5.48(r)(4) (Tex. Compt. of Public Accounts). INITIALS: _____
G. To preserve the security of processing cash donations and to minimize discrepancies all cash will be handled through check or money order if mailed to a local campaign manager and may be hand-delivered as cash or coins when the local campaign manger, campaign coordinator, and a third person are present. INITIALS: _____ 2015 SECC Application for Local Campaign Managers 4 State Employee Charitable Campaign (SECC)
2015 SECC Application for Local Campaign Managers 5 State Employee Charitable Campaign (SECC)
SECTION 2A. FEDERATED COMMUNITY CAMPAIGN ORGANIZATION (FCCO). To be completed only by federated community campaign organizations (FCCOs). Please indicate applicant organization’s compliance by initialing below. Other organizations, please skip to Section 2B.
A. Applicant organization is a charitable, fundraising entity that acts as an agent for at least five charitable organizations, Tex. Gov’t Code Ann. Section 659.131(6)(B), and distributes funds raised through a cooperative community campaign to at least five agencies that provide direct services to residents of the campaign area, Tex. Gov’t Code Ann. Section 659.131(5)(B). Please indicate compliance by listing five qualifying agencies.
1. ______
2. ______
3. ______
4. ______
5. ______
INITIALS: _____
B. Applicant organization is supported by voluntary contributions by the public and is not organized exclusively to solicit contributions from Texas state employees. Tex. Gov’t Code Ann. Section 659.131(6)(C) and (D). INITIALS: _____
C. For this question, please check the appropriate box, and initial below.
Applicant organization is incorporated:
in the State of Texas and has an established physical presence in this state in the form of an office or service facility that is staffed at least 20 hours a week, Tex. Gov’t Code Ann. Section 659.131(6)(D)(i);
OR
outside of the state of Texas, includes at least 10 affiliated charitable organizations, has existed at least three years, and participates in state employee charitable campaigns in at least 10 other states, Tex. Gov’t Code Ann. Section 659.131(6)(D)(ii).
INITIALS: _____
2015 SECC Application for Local Campaign Managers 6 State Employee Charitable Campaign (SECC)
SECTION 2B. ALTERNATIVE, NON-FCCO ORGANIZATION. To be completed by organizations which are not FCCOs. A non-FCCO organization will only be eligible if no FCCOs apply. Please indicate applicant organization’s compliance by initialing below. FCCOs, please skip to Section 3.
Applicant organization does not distribute funds raised through a cooperative community campaign but would like to be considered in the absence of an application from a federated community campaign organization, because applicant organization has demonstrated the capacity to conduct a local campaign. Tex. Gov’t Code Ann. Section 659.143(e)(1)(B). INITIALS: _____
SECTION 3. DEMONSTRATED CAPACITY TO CONDUCT A LOCAL CAMPAIGN.
To be completed by all applicants.
The Local Employee Committee is mandated to consider the following criteria when selecting a Local Campaign Manager. 34 Tex. Admin. Code Section 5.48(p)(3) (1998, as amended) (Tex. Compt. of Public Accounts). Please indicate applicant organization’s compliance by initialing below.
1. The number and diversity of voluntary health and human services agencies or affiliates that rely on the organization for financial support.
2. The organization’s capability to conduct employee campaigns, as demonstrated by records of the amount of funds raised during the organization’s last completed annual public solicitation of funds.
3. The percent of solicited funds received by the organization during its last completed annual public solicitation of funds that were distributed to voluntary health and human services agencies.
4. The geographic area serviced by the organization.
5. The organization’s capability and expertise to provide effective campaign counsel and management as demonstrated by staff and equipment resources and examples of past campaign management.
Applicant organization should attach documentation to address these criteria, and to demonstrate expertise in providing effective campaign counsel and management, Tex. Gov’t Code Ann. Section 659.144(b)(1), and conducting workplace charitable campaigns, Tex. Gov’t Code Ann. Section 659.131(5)(A). Documentation should also demonstrate applicant organization’s demonstrated expertise to serve as fiscal agent for the eligible local charitable organizations. Tex. Gov’t Code Ann. Section 659.144(b)(2). (See required ATTACHMENT C.) INITIALS: _____
2015 SECC Application for Local Campaign Managers 7 State Employee Charitable Campaign (SECC)
SECTION 4. APPLICANT CERTIFICATION. To be completed by all applicants.
I, ______, am (Name)
______’s agent, (Organization) authorized to apply for the Local Campaign Manager position. I hereby certify to all statements in this application, including the initialed items, and I affirm that all information in this application is current, complete, accurate, and true.
______Signature Date Completed
______Type or Print Name Title
REQUIRED ATTACHMENTS
The following information must be included with the application.
Attachment A. Attach copy of letter indicating that applicant organization is organized for charitable purposes under the Texas Non-Profit Corporation Act, Tex. Rev. Civ. Stat. Ann. art. l396-1.01 et seq., or the certificate of authority issued under that Act. Tex. Gov’t Code Ann. Section 659.131(2)(A).
Attachment B. Attach copy of IRS determination letter indicating that applicant organization is exempt from taxation under Section 501(a) of the United States Internal Revenue Code as an organization described in Section 501(c)(3) of that Code and to which contributions are deductible for income tax purposes under Section 170 of that Code. Tex. Gov’t Code Ann. Section 659.131(2)(B)
Attachment C. Attach on a separate page or pages documentation that: demonstrates expertise in providing effective campaign counsel and management, Tex. Gov’t Code Ann. Section 659.144(b)(1), demonstrates expertise in conducting workplace charitable campaigns, Tex. Gov’t Code Ann. Section 659.131(5)(A),
2015 SECC Application for Local Campaign Managers 8 State Employee Charitable Campaign (SECC)
demonstrates expertise to serve as fiscal agent for the eligible local charitable organizations, Tex. Gov’t Code Ann. Section 659.144(b)(2), and addresses the other criteria listed in Section 3.
2015 SECC Application for Local Campaign Managers 9