R 141947Z SEP 12 ALCOAST 410/12 COMDTNOTE 5760 SUBJ: COAST GUARD FOUNDATION SHIPMATE FUND 2012: STATUS REPORT AND GUIDANCE A. COMDT COGARD WASHINGTON DC 052226Z APR 12/ALCOAST 160/12 B. COAST GUARD NONAPPROPRIATED FUND INSTRUMENTALITIES (NAFI) MANUAL, COMDTINST M7010.5 (SERIES) C. COAST GUARD MORALE, WELL-BEING, AND RECREATION MANUAL, COMDTINST M1710.13 (SERIES) 1. Field interest and submissions for the Shipmate Fund have generated significant enthusiasm within the Coast Guard Foundation (the Foundation) and provided significant benefits to Coast Guard members and their families. In 2011, the Foundation contributed nearly 300,000 dollars to purchase Shipmate Fund items. In response to a request from the Foundation, Reference (A) solicited a refreshed list of Shipmate Fund requests. A final list of items totaling 2.1 million dollars was approved by the Vice Commandant and submitted to the Foundation for consideration. The current prioritized shipmate fund list may be found at http://www.cg-exchange.com/iMWR.nsf/MWRDocs. 2. The Foundation is currently using this new list to generate additional donations for Shipmate Fund requests. During the 2012 Foundation Grants Committee meeting, the Foundation approved a 100,000 dollar gift to apply towards Shipmate Fund items. These funds will be used for remaining 2011 approved items, with the balance applied to the new list as prioritized by the Areas. Additionally, the Coast Guard Foundation will use the new list in fund raising efforts with the goal of raising an additional 300,000 dollars in Shipmate Funds this year. 3. Community Services Command (CSC) is actively working to distribute newly gifted funds from the Foundation. Units whose projects are selected for funding will be notified by email or message as funds become available throughout the year. Funds may be directed to items or projects specified by donors, or may be provided to the Coast Guard for broad application to the Shipmate Fund list. Not all items on this list will be funded and funding may not necessarily follow the published prioritization subject to donor desires. 4. It is the Coast Guard Foundations desire to provide immediate benefit to CG units, members, and families. To facilitate efficient procurements, Shipmate Funds will be electronically transferred by the CSC to field MWR accounts using the regular MWR funds distribution process. Shipmate Funds will be sent to the cognizant authority for MWR purposes, as defined in Reference (B), for further distribution as necessary. Commands in receipt of funds for further distribution or procurement shall act expeditiously to ensure proper, but rapid acquisition of items. 5. Units will receive the amount requested for each item. If the actual costs are more than what was approved, the unit must cover the additional cost. Should the unit be unable to cover these costs, the Shipmate Funds must be returned to the CSC through the cognizant authority. If the actual costs are less than funds received, and the difference is five percent or greater, the unit must also return these funds to the CSC. Substitution of items is not authorized. For example, a unit funded for a treadmill may not procure a kayak. Units are encouraged to consider using the Coast Guard Exchange System as a source for their Shipmate Fund procurements as discounts are provided on morale fund purchases. 6. All procurements must be made in accordance with Reference (B). Items that meet the requirements for inclusion on unit property records shall be recorded in Oracle FAM as required by Reference (C). Units must retain copies of this ALCOAST, the purchase request, and the invoice (marked received) in their MWR files. CSC or the cognizant authority for MWR purposes may request copies of this documentation. 7. Members of the Coast Guard Foundation greatly enjoy seeing the benefits CG members derive from their contributions. Foundation fund raisers also use pictures of equipment being used to assist in their fund raising efforts. Benefiting units are strongly encouraged to promptly assemble equipment and e-mail at least one photo of unit personnel enjoying the item to the following address: 09SA (AT) uscg.mil. 8. Unit Commanding Officers and Officers in Charge should promptly mail written thank you letters directly to the Coast Guard Foundation: Coast Guard Foundation, 394 Taugwonk Road, Stonington, CT 06378-1807. The Coast Guard Foundation donors may wish to visit units to see the benefits derived from their generosity. Benefitting units should make all efforts to accommodate such requests. 9. Please contact CWO2 William Pfeiffer (757) 842-4929 with any questions. William.L.Pfeiffer(AT)uscg.mil. 10. VADM J. P. Currier, Vice Commandant, sends. 11. Internet release is authorized.