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Letter of Instruction (LOI) - Fort Bragg

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IMWR-FP<br />

DEPARTMENT OF THE ARMY<br />

FAMilY AND MORALE, WELFARE AND RECREATION COMMAND<br />

US ARMY INSTAllATION MANAGEMENT COMMAND<br />

4700 KING STREET<br />

ALEXANDRIA VA 22302-4418<br />

MEMORANDUM FOR SEE DISTRIBUTION<br />

2 7 MAY2008<br />

SUBJECT: <strong>Letter</strong> <strong>of</strong> <strong>Instruction</strong> (<strong>LOI</strong>) for Soldier and Family Assistance Center (SFAC)<br />

Donations Management<br />

1. REFERENCES.<br />

a. AR 608-1, Army Community Service (ACS), 19 Sep 07.<br />

b. AR 1-100, Gifts to Department <strong>of</strong> the Army, 15 Nov 83.<br />

c. AR 1-101, Gifts for Distribution to Individuals, 1 May 81.<br />

d. AR 215-1, Military Morale, Welfare and Recreation Programs and Nonappropriated<br />

Fund Instrumentalities, 31 Jul 07.<br />

e. AR 215-4, Non-appropriated Fund Contracting, 28 Apr 08.<br />

f. IMCOM NETCALL 2008-19 SUBJECT: "How to" Guidance for Support and<br />

Donations (Gifts and Donations) 04 Mar 08.<br />

2. PURPOSE. To provide information/procedures for Soldier and Family Assistance<br />

Center (SFAC) personnel on managing d


IMWR-FP<br />

SUBJECT: <strong>Letter</strong> <strong>of</strong> <strong>Instruction</strong> (<strong>LOI</strong>) for Soldier and Family Assistance Center (SFAC)<br />

Donations Management<br />

(4) Financial Counseling<br />

(5) Transition/Employment Counseling<br />

(6) Education Counseling<br />

(7) Child Care and Youth Services<br />

(8) Pastoral Services<br />

(9) Legal Services<br />

b. Just as donations for Army Community Service (ACS) supported programs may<br />

be accepted by Garrison Commanders into the ACS Supplemental Mission Account,<br />

donations for the SFAC can now be accepted into a Supplemental Mission (SM) Fund.<br />

The Army Soldier and Family Readiness Donations Supplemental Mission Nonappropriated<br />

Fund Instrumentality (NAFI) has been established at Headquarters, Family<br />

and Morale, Welfare and Recreation Command (FMWRC). The Army Soldier and<br />

Family Readiness Donations SM NAFI serves as a depository for monetary (checks and<br />

money orders) donations. These non-appropriated funds (NAF) are used to provide<br />

quality <strong>of</strong> life services, items and supplies in support <strong>of</strong> the Warriors in Transition (WT)<br />

and their Families, and for which appropriated funds are not authorized. Some<br />

examples include:<br />

(1) Snacks and refreshments in the SFAC<br />

(2) Fees and charges for participation in Morale Welfare Recreation (MWR)<br />

activities, e.g., bowling, Information, Tours and Recreation, golf, and arts and crafts<br />

(3) Lodging expenses for WT Family members who are not authorized<br />

Invitational Travel Orders<br />

(4) Special events to foster Soldier and Family cohesion and morale<br />

(5) Local transportation costs, such as taxi fare coupons<br />

(6) Other programs where there is a fee, charge, or cost to participate<br />

c. The guidance in this <strong>LOI</strong> addresses how installations can accept donations<br />

designated for the SFAC.<br />

4. SCOPE. This <strong>LOI</strong> applies to all personnel assigned to the SFACs.


IMWR-FP<br />

SUBJECT: <strong>Letter</strong> <strong>of</strong> <strong>Instruction</strong> (<strong>LOI</strong>) for Soldier and Family Assistance Center (SFAC)<br />

Donations Management<br />

5. INSTRUCTIONS.<br />

a. Military Departments are not authorized to solicit gifts and donations as<br />

prescribed by Title 10, United States Code section 2601 and 000 5500.7-R, "Joint<br />

Ethics Regulation (JER).II SFAC personnel are forbidden from soliciting donations. In<br />

response to an unsolicited inquiry, the SFAC may inform potential donors <strong>of</strong> the needs<br />

<strong>of</strong> the SFAC in relation to assisting WT and their Families.<br />

b. Donations to the Army Soldier and Family Readiness SM NAFI can be by check<br />

or money order in support <strong>of</strong> the SFAC mission (see AR 215-1, para 13-14).<br />

(1) The donation must be received by an Appropriated Fund (APF) employee<br />

authorized in writing by the next higher level supervisor.<br />

(2) The servicing legal <strong>of</strong>fice will review the <strong>of</strong>fer.<br />

(3) The appropriate approval authority then determines if the donation may be<br />

accepted.<br />

(4) Acceptance and approval limits are prescribed by AR 215-1, para 13-14:<br />

Donations in excess <strong>of</strong> the IMCOM Region approval authority will be routed from the<br />

garrison through the IMCOM Region to FMWRC for processing and acceptance as<br />

follows:<br />

(a) Garrison MWR Director $15K,<br />

(b) Garrison COR $50K,<br />

(c) IMCOM Regional Director $1OOK,<br />

(d) CG FMWRC $250K,<br />

(e) SECARMY over $250K.<br />

(5) Monetary Donations. Unconditional monetary donations may be accepted<br />

and deposited into the Army Soldier and Family Readiness Donations SM NAFI. Once<br />

they are deposited into the Army Soldier and Family Readiness Donations SM NAFI,<br />

the funds will be available for distribution to all SFACs based on their WTU population.<br />

c. The SFAC Director will notify their Director, Family Morale Welfare Recreation<br />

(DFMWR) <strong>of</strong> a potential donation. The DFMWR will process the acceptance <strong>of</strong> that<br />

donation. Checks and money orders should be made out to the Army Soldier and


IMWR-FP<br />

SUBJECT: <strong>Letter</strong> <strong>of</strong> <strong>Instruction</strong> (<strong>LOI</strong>) for Soldier and Family Assistance Center (SFAC)<br />

Donations Management<br />

Family Readiness Donations SM NAFI. The DFMWR shall send monetary donations,<br />

the donor letter, and SJA approval <strong>of</strong> acceptance, by'mail to HQ, FMWRC, ATTN:<br />

Family Programs, SFAC, 4700 King Street, Alexandria, VA 22302-4418.<br />

d. Soldier and Family Assistance Center Directors will be required to prepare an<br />

annual list <strong>of</strong> prioritized expenditures for which APF are not authorized, but which may<br />

be obtained using Army Soldier and Family Readiness Donations SM NAFs as outlined<br />

in paragraph 5.j. The list will be updated quarterly as adjustments are needed. The<br />

DFMWR is responsible for forwarding lists to FMWRC, Family Programs through the<br />

IMCOM Region ACS Program Managers. An annual list is required by 15 Sep and<br />

quarterly updates by 15 Dee, 15 Mar, and 15 Jun.<br />

e. FMWRC-FP will make NAF Government Purchase Cards (GPC) available to<br />

each SFAC. The SFAC Information and Referral Specialist or other SFAC designated<br />

government employee will be the card holder. The SFAC Director will be the GPC<br />

Billing Official. SFAC directors will provide the name, phone, email address, and copy<br />

<strong>of</strong> certificate <strong>of</strong> completion <strong>of</strong> online training for NAF GPC cards and ethics training for<br />

both the designated cardholder and billing <strong>of</strong>ficial to both the GPC point <strong>of</strong> contact at<br />

FMWRC, Ms. Carol McKenzie, 703-681-5307, carol.mckenzie @us.armV.mil and the<br />

FMWRC Program Analyst, Ms. Jan Nowowiejski, 703-681-0643,<br />

ian.nowoweiiski@us.armV.mil. SFAC directors will review and accomplish all required<br />

actions as designated and in accordance with NAF Standing Operating Procedure,<br />

Purchase Card and Convenience Checks, 22 Jun 04,<br />

www.armV.mil/cfsc/documents/nafcontracti nq/Govern mentpu rchaseCardSOP. pdf. The<br />

ACS Director will be the Alternate Billing Official. In USAREUR, the SFAC Director will<br />

be the card holder, the ACS Director will be the Billing Official and the DFMWR will be<br />

the Alternate Billing Official. When donations are received by the Army Soldier and<br />

Family Readiness Donations SM NAFI, the FMWRC SFAC Project Director will provide<br />

a spending authorization which will allow the Garrison SFAC to make purchases on the<br />

NAF GPC.<br />

f. There are two classes <strong>of</strong> donations. Conditional- Offered with specified<br />

limitations and Unconditional - Offered with no limitations; however, a donation to a<br />

designated SFAC is not considered a conditional limitation. When the donation<br />

acceptance authority determines that a conditional donation cannot be accepted, the<br />

donation is incomplete and should be referred to: America Supports You at<br />

http://www.americasupportsyou.mil.<br />

g. General guidelines for processing/accepting unsolicited donations to the Army<br />

Soldier and Family Readiness Donations NAFI are as follows:


IMWR-FP<br />

SUBJECT: <strong>Letter</strong> <strong>of</strong> <strong>Instruction</strong> (<strong>LOI</strong>) for Soldier and Family Assistance Center (SFAC)<br />

Donations Management<br />

(1) Donor pays all mailing costs; there is no cost to the government; and no use<br />

<strong>of</strong> disclaimers by the donor.<br />

(2) Offer must be in writing, (i.e. who, what, when, where and how). The written<br />

<strong>of</strong>fer will include:<br />

(a) The Company/Organization information,<br />

(b) Description and quantity/amount <strong>of</strong> donations/items being <strong>of</strong>fered,<br />

(c) <strong>Instruction</strong>s on what donor wants the Army/SFAC to do with the donation,<br />

(d) Distribution period if applicable (i.e., one time, every month for the next year,<br />

etc),<br />

(e) Packaging information (shipped at donor's expense),<br />

(f) Acknowledgement <strong>of</strong> requirement to use disclaimer "No US Army<br />

endorsement <strong>of</strong> the supplier, product, or service is implied or intended,"<br />

(g) Identification <strong>of</strong> any restrictions or conditions placed on the donations.<br />

h. Reasons to accept the donation are:<br />

(1) Supports the military and/or the SFAC,<br />

(2) Provides goodwill,<br />

(3) The <strong>of</strong>fer is needed,<br />

(4) No restrictions on the donation,<br />

(5) Complies with the intent <strong>of</strong> governing regulations.<br />

i. Donations will not be accepted if the donor seeks:<br />

(1) Brand recognition and loyalty,<br />

(2) Advertisements on installations, media recognition, and event programs,<br />

(3) Publicity,


IMWR-FP<br />

SUBJECT: <strong>Letter</strong> <strong>of</strong> <strong>Instruction</strong> (<strong>LOI</strong>) for Soldier and Family Assistance Center (SFAC)<br />

Donations Management<br />

(4) Merchandising opportunities,<br />

(5) Visibility,<br />

(6) Army or NAF funded transportation (cost factors).<br />

j. Soldier and Family Assistance Center Directors are encouraged to fully evaluate<br />

the donor's intent, Le., what does the <strong>of</strong>fer really entail, and must consult with their Staff<br />

Judge Advocate or Ethics Counselor, to verify that the donor is not seeking Army<br />

endorsement or special consideration to occur as a result <strong>of</strong> the donation.<br />

k. Monetary donations intended for a designated Garrison SFAC may be accepted<br />

and deposited into the Army Soldier and Family Readiness SM NAFI and will be<br />

earmarked for that Garrison SFAC.<br />

I. Donations <strong>of</strong> Goods. Donations <strong>of</strong> goods should only be accepted if they can be<br />

passed directly to the Service Members and/or their Families, lAW AR 1-101. The Army<br />

Soldier and Family Readiness Donations SM NAFI will not serve as a conduit for<br />

receiving, warehousing and redistributing gifts, therefore, SFACs will avoid accepting<br />

donations <strong>of</strong> goods where they need to be stored and inventoried as this can become<br />

costly and time consuming for the SFAC personnel. The servicing legal <strong>of</strong>fice will<br />

review the <strong>of</strong>fers.<br />

m. Donations <strong>of</strong> Real Property. If it is an <strong>of</strong>fer to construct a building or other<br />

permanent structure for the SFAC, refer to AR 1-100 as this is a donation to the<br />

installation, not the NAFI.<br />

n. Donations <strong>of</strong> services may be accepted if they are for quality <strong>of</strong> life services in<br />

support <strong>of</strong> WTs and their Families for which APF are not authorized.<br />

o. Expenditures from the Army Soldier and Family Readiness Donations SM NAFI<br />

may be for quality <strong>of</strong> life items, services and supplies for which APF are not authorized,<br />

such as snacks and refreshments in the SFAC and <strong>of</strong>fsetting the cost for MWR or other<br />

recreational activities. These activities include trips, lodging expenses for WT Family<br />

members who are not authorized Invitational Travel Orders and other programs where<br />

there. is a cost to the WT and/or Family members and APF are not authorized.<br />

p. Expenditure <strong>of</strong> Army Soldier and Family Readiness Donations SM NAFI must<br />

benefit Service Members and their Families in an appropriate manner. Appropriate use<br />

includes, but is not limited to: Special events to foster Soldier and Family cohesion and<br />

morale. Expenditures must comply with NAF procurement procedures in accordance<br />

with AR 215-4.


IMWR-FP<br />

SUBJECT: letter <strong>of</strong> <strong>Instruction</strong> (lOI) for Soldier and Family Assistance Center (SFAC)<br />

Donations Management<br />

6. GIFTS FOR DISTRIBUTION TO INDIVIDUALS. Refer donor to appropriate authority<br />

that can accept.<br />

7. GIFTS TO WARRIORS IN TRANSITION. The SFAC may not accept gifts on behalf<br />

<strong>of</strong> Warriors in Transition. If gifts for WTs are <strong>of</strong>fered, the SFAC Director will contact the<br />

WTU Cadre with information about the proposal and WTU Cadre will coordinate<br />

acceptance with their servicing SJA <strong>of</strong>fice regarding information and procedures <strong>of</strong> gifts<br />

toWTs. RefertoAR 1-101.<br />

8. GIFTS TO THE DEPARTMENT OF THE ARMY, AR 1-100. Refer donor to<br />

appropriate installation/region authority for additional information.<br />

9. POINT OF CONTACT. The overall intent <strong>of</strong> this lOI is to make the process easier to<br />

accept donations to the SFAC. Any recommendations to improve the process should<br />

be sent to FMWRC, Attn: IMWR-FP. Please address questions regarding this lOI to<br />

FMWRC-FP, SFAC Division, 703-681-0643 or 703-681-7399.<br />

DISTRIBUTION:<br />

HQ, IMCOM DFMWR<br />

IMCOM Region Director<br />

IMCOM Region DFMWR<br />

IMCOM Region Army Community Service Program Manager<br />

Garrison Commander<br />

Garrison DFMWR<br />

Garrison Army Community Service Director<br />

Garrison SFAC Director

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