Module 2: Sponsorship Policy

1
Module 2Sponsorship Policy

• Presented by
• Marion Grobb
• Director Communications
• CFPSA

2
Application

• 1) This policy applies
• to members of the CF
• Staff of the Non-Public Funds, and
• any other persons
• soliciting or accepting sponsorships or
  donations on behalf of non-public property
  organizations, events or activities

3
Enquiries

• 3)

• DComm, (CFPSA) policy interpretation
• CFO, CFPSA financial administration
• ND/CF Legal Advisor or the unit legal advisor for
  legal advice

4
Conflict of Interest (COI)

• 4) conflict that arises from an activity or
  situation that places a someone, in a real,
  potential or apparent conflict between their
  private interests and their official duties and
  responsibilities.

5
Donation vs Sponsorship

• 5) Donation without any expectation of any
  benefit
• 8) Exchange for some appropriate non-monetary
  benefit of approximately equal value

6
Non-Public Property (NPP)

• 6) Non-Public Property organization or activity
  including, CFPSA, SISIP FS, CANEX, and PSP
  activities

7
MW Activities

• Annex A to NPP Sponsorship and Donations Policy
• Sample NPP Sponsorship properties

• Military Fitness
• Military Sports

-No -Awards and prizes -Equipment in excess
of Public support -Social events
8
Operating Principles

• 13) Ethical and legal per financial guidelines
  
• consistent with the promotion of the NPP and CF
  mandate
• politically neutral
• exchange of benefits of approximately equal
  value

9
Operating Principles (contd)

• 13) stand the test of public scrutiny
• well documented (transparency and honesty)
• free from any expectation or perception of
  preferential treatment
• No endorsement

10
Accountability

• 15) COs have overall responsibility
• 16) AA administer sponsorship and donation
  activities
• 17) Each unit that solicits or receives
  sponsorships or donations shall have at least
  one AA
• 18) AA must complete NPP SD training

11
Coordination

• 20) do not conflict with existing agreement
  (CANEX,SISIP FS,PSP)

12
Record Keeping

• AA must maintain complete records
• Summary and Approval Form lt 1K
• Summary and Approval Form and MOU for
  sponsorships gt1,000

13
Approval

• 24) Approval of a senior authority is required
  
• superior to the organization receiving,
• CO or Director level
• the national dimension of local initiatives
• the political or sensitive nature of the event of
  SD
• the monetary value

14
Approval

• CDS over 250K
• CEO CFPSA up to 250K
• VP PSP up to 100K
• B/W Commanders up to 100K
• Commanding officers up to 50K

15
Soliciting

• 27) In such a manner that is fair and open to
  the industry sector involved.
• an independent, non-profit organization or
• in special and exceptional circumstances only, a
  contractor,

16
Canvassing potential sponsors

• must be
• reputable
• have practices that are consistent with the NPP,
  DND and the CF mandate and values
• 34) must not be given preferential treatment

17
Unsolicited sponsorships or donations

• 35) represent fair and equitable treatment to
  the industry sector involved.
• operating principles outlined in this policy apply

18
Use of sponsorships and donations

• 36) SD made to support a specific event may be
  applied towards other official NPP activities

19
Sponsorships and donations must NOT be
sought/accepted

• 39) if the timing is inappropriate (COI)
  appearance of endorsement
• 40) to offset an expenditure from a voted
  authority
• to offset temporary duty expenses

20
NPP Financial Administration

• 41) PIK value fair market value

21
Revenues NOT a sponsorship or donation

• 43) shall be treated as NPP operating revenues
  
• a. registration and entry fees
• b. licensing fees and royalties
• c. concession fees and revenues
• d. fees for booth or exhibit space
• e. advertising revenues and more

22
Restricted vs. unrestricted contributions

• 46) restricted trust accounts
• SR code 2298 sponsorships
• SR 2299 donations
• Unrestricted revenue of current period
• GL 7096 sponsorship
• GL 7095 donations

23
Tracking costs

• 47) Indirect
• GL 8496 sponsorship
• GL 8495 donations
• Direct trust accounts

24
Raising NPP Funds through third parties

• 53) the contractors fees, may be a flat fee or
  a percentage of the gross amount secured.

25
Quiz

• Which form(s)?
• a) lt 1 k
• b) gt1 k

• a) Summary
• B) (Summary) MOU

26
Quiz

• Difference between
• Sponsorship
• Donations

• A) Sponsorship in exchange for some
  appropriate non-monetary benefit of approximately
  equal value
• B) Donations without expectation of any benefit

27
Quiz

• There are two types of contributions
• ________
• ________

• A) Restricted
• B) Unrestricted

28
Source references

• Treasury Board Secretariat, The Federal
  Government as 'Partner' Six Steps to Successful
  Collaboration
• DAOD 7021-0, Conflict of Interest and
  Post-Employment DAOD 7021-1, Conflict of Interest
  Guidelines
• DAOD 7021-4, Sponsorships and Donations