Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro

1. CFC of South Hampton Roads The information in this document is specific to the South Hampton Roads CFC Campaign only. Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

2. ePledge Initiative Combined Federal Campaign donations via electronic payroll deduction giving were previously not an option in the DoD Teams from DFAS, OPM, and the VCMO collaborated to create the first true paperless payroll deduction giving for DoD personnel MyPay ePledge: Increases donor confidentiality Reduces administrative workload and administrative errors associated with paper pledge form processing Reduces campaign costs which results in fewer donor dollars being spent on overhead and more donor dollars being provided directly to the CFC supported charitable organizations

3. ePledge Overview MyPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season ePledge will be available to 89 of the 169 Combined Federal Campaigns in 2013 CFC of South Hampton Roads APPROVED ePledge development was mirrored on the Employee Express (EEX) electronic giving system OPM will not add additional campaigns or make changes to the CFC module in EEX.

4. ePledge Process Combined Federal Campaign option added to MyPay Main Menu

5. ePledge Process Donor selects “Add New Contribution”

6. ePledge Process CFCSHR CAMPAIGN CODE: 0897 Entering an invalid campaign code will result in an error message Key Training Point The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel & personnel must “Confirm Campaign” prior to continuing. Those donors must be provided their 4-digit Campaign Code => CFCSHR Code 0897 All other donors’ campaign information will be automatically populated; thus, other donors will not see this screen

7. ePledge Process Donor selects donation amount per pay period/month Key Training Point Maximum allowable total donation for military personnel is $833/month, which is $9,996/year. For donations higher than that, military donors should use a paper pledge form.

8. ePledge Process Donors can search for charities in multiple ways. The donor can specify the 5-digit Charity Code.

9. ePledge Process The donor can search for a specific charity by name.

10. ePledge Process The donor can search for a charity by service type

11. ePledge Process The donor can also search for charities using Administrative Overhead rate and/or by Keyword The donor can limit the search to National and/or International Charities

12. ePledge Process The donor can select charities or return to search for additional charities Key Training Point Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms

13. ePledge Process The donor enters the per pay period or per month donation amount

14. ePledge Process Balance remaining is automatically calculated Donor has the option to continue or add / delete charities

15. ePledge Process Pledge summary is displayed; undesignated funds are automatically calculated and displayed Key Training Point For an agency/command’s pledges to be properly credited the donor MUST enter the Federal Agency/Command Code CFCSHR will provide a numeric Code to each Coordinator in separate communication.

16. ePledge Process Final review and opportunity for donor to confirm intent

17. ePledge Process Key Training Point No forms will be submitted to Coordinator/Key Worker. Donor can view & print PDF pledge form for recordkeeping.

18. ePledge Process Donor receipt copy. Up to five charities are listed on Page 1

19. ePledge Process Additional donation information

20. Key Training Point Recap • The ‘Campaign Search’ screen will only be shown to active duty Army, Navy, and Air Force Personnel. This information is automatically provided for active duty Marines and Federal civilians. DHS personnel, such as USCG do not have MyPay; and thus, unable to participate. CFCSHR Campaign Code is 0897 • Maximum donation amount for military personnel is $833/month, which is $9,996/year. • Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining). • Donors must be trained to enter their Federal Agency/ Command code for pledges to be properly credited. CFCSHR WILL ISSUE A NUMERIC CODE TO ALL COORDINATORS! • There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records. • If donor cancels pledge, MUST contact their payroll/customer service. Cannot make new pledge via MyPay, but must do NEXUS or carbon form.