Combined Federal Campaign ePledge Update September 2013 Xavier “Lew” Lewis

1. Combined Federal Campaign ePledge Update September 2013 Xavier “Lew” Lewis Director, Heart of Alabama Combined Federal Campaign

2. ePledge Initiative Combined Federal Campaign donations via electronic payroll deduction were previously not an option in the DoD Teams from DFAS, OPM, and the DoD Volunteer Campaign Management Office (VCMO) collaborated to create the first true paperless payroll deduction option 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 allows military and civilian personnel in specific Executive Branch organizations (see next slide) to establish a CFC allotment within the CFC season ePledge will be available to 89 of the 169 Combined Federal campaigns in 2013 ePledge development was mirrored on the Employee Express (EEX) electronic giving system currently in use by several other Federal organizations IMPORTANT: CFC Office is responsible for funds distribution and has access only to the pledge data (e.g., donor’s name, allotment amount, and individual designations, but not Social Security Number and log-in information)

4. DFAS Customers • Military Departments • US Army • US Air Force • US Navy/US Marine Corps • Independent Defense Agencies and Field Activities • Defense Commissary Agency • Defense Contract Management Agency • Defense Finance and Accounting Service • Defense Information Systems Agency • Department of Defense Education Agency • Executive Branch Clients • Veterans Administration • Environmental Protection Agency

5. ePledge Process • This is a transaction site only, and not a research site.  • Donors will have 20-30 minutes to complete the transaction • Donors are urged to go to the Heart of Alabama CFC’s home page, www.heartofalabamacfc.org, in advance and click on the “Search Charities” link • “Shop” in advance for which charities you select to designate, noting the charity’s 5-digit code • Then go to MyPay to enter the transaction once you have finalized your charities

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

7. ePledge Process Prior Year’s Pledge Donor selects “Add New Contribution”

8. ePledge Process CFC Code 0005 Enter Code Key Training Point: The screen will ONLY be shown to Active duty Army, Navy, and Air Force Personnel . Those donors must be provided their 4-digit Campaign Code (0005) All other donors for USMC and DoD Civilians will be automatically linked to CFC 0005.

9. ePledge Process Entering an invalid campaign code will result in an error message

10. ePledge Process Should read: 0005 Heart of Alabama CFC • Active Duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing • Others will not see this screen

11. ePledge Process Example: MIL 12 mos. x $50 = $600 Example: CIV 26 pps. x $25 = $650 Donor selects donation amount per pay period/month Key Training Point: Maximum allowable total donation for military personnel is $9,999.99 (i.e., for MIL, $833/mo. x 12 mos.). For donations higher than that, the donor should use a paper pledge form

12. ePledge Process Key Training Point: Due to MyPay’s 20-30-minute time limitation, donor should use the search engine on the Heart of Alabama CFC website: www.heartofalabamacfc.org. Click on the “Search Charities” link to select charities, and use MyPay to complete the transaction. Donors can search for charities in multiple ways. However, see Key Training Point. The donor can specify the 5-digit Charity Code.

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

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

15. 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, International, and Local Charities

16. 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. Donor wishing to designate more than 30 should use paper pledge forms.

17. ePledge Process The donor enters the per pay period (Civ) or per month (Mil) donation amount for each charity

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

19. ePledge Process Pledge summary is displayed. Undesignated funds are automatically calculated and displayed. Key Training Point: For an organization’s pledges to be properly credited, the donor MUST enter their CFC Unit Identifier (see next slide)

20. Examples of Unit Identifiers (35 Character Limit) 042 US EPA NAREL 057 CAVHCS 058 VARO 116 42d ABW Staff 118 42d MSG 127 Spaatz Center CC and AR 127/1 Air War College (Note: do not use 127.1) 127/2 Air Command and Staff College (Note: do not use 127.2) 127/4 Squadron Officer College (Note: do not use 127.4) 127/5 International Officer School (Note: do not use 127.5) 127/6 Education Support Squadron (Note: do not use 127.6) Permitted Characters: numbers, letters, forward slash (/), number sign (#), and spaces.

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

22. ePledge Process Key Training Point: No forms will be submitted to Project Officer or Keyworker. Donor can view print PDF pledge form for recordkeeping.

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

24. ePledge Process Additional donation information

25. LIMITING FACTORS • Once the pledge is completed, the donor cannot reopen the MyPay CFC ePledge Record • To make a cancellation, donors must contact their Mil Pay or Civ Pay customer service office • Donors will have 20-30 minutes to complete the transaction

26. Summary of Key Training Points The ‘Campaign Search’ screen will only be shown to active duty Army, Navy, and Air Force Personnel to link to the Heart of Alabama CFC’s 4-digit Campaign Code (0005). USMC and Civ donors will automatically be linked to CFC 0005. Maximum donation amount for military personnel is $9,999.99. Twenty to thirty minute time limit to complete transaction. Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining). IMPORTANT: Donors must enter their CFC unit identifier for pledges to be properly credited. There is no paperwork associated with this pledge type. The donor prints a receipt for his/her records.

27. Heart of Alabama CFC Unit Identifiers

28. QUESTIONS?