ePledge_Training_-_FINAL

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Combined Federal Campaign
ePledge Update
August 2013
Anthony DeCristofaro
Director, Voluntary Campaign Management Office
1
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
2
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
• 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.
3
ePledge Process
Combined Federal Campaign
option added to MyPay Main Menu
4
ePledge Process
Donor selects
“Add New Contribution”
5
ePledge Process
Key Training Point
1. 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
2. All other donors’ campaign information will be
automatically populated
6
ePledge Process
Entering an invalid campaign code
will result in an error message
7
ePledge Process
1. Active duty Army, Navy, and Air Force personnel
must “Confirm Campaign” prior to continuing
2. Other donors will not see this screen
8
ePledge Process
Donor selects donation amount per pay
period/month
Key Training Point
Maximum allowable total donation for military
personnel is $833/month. For donations higher than
that, military donors should use a paper pledge form
9
ePledge Process
Donors can
search for
charities in
multiple ways.
The donor can
specify the 5digit Charity
Code.
10
ePledge Process
The donor can
search for a
specific
charity by
name.
11
ePledge Process
The donor can
search for a
charity by
service type
12
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
13
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
14
ePledge Process
The donor enters
the per pay period
or per month
donation amount
15
ePledge Process
Balance remaining
is automatically
calculated
Donor has the option
to continue or add /
delete charities
16
ePledge Process
Key Training Point
For an
organization’s
pledges to be
properly credited
the donor MUST
enter the
Command/Unit or
Federal
Agency/Office
Pledge summary
is displayed;
undesignated
funds are
automatically
calculated and
displayed
17
ePledge Process
Final review and
opportunity for
donor to confirm
intent
18
ePledge Process
Key Training Point
No forms will be
submitted to
Keyworker. Donor
can view print PDF
pledge form for
recordkeeping.
19
ePledge Process
Donor receipt copy. Up to five
charities are listed on Page 1
20
ePledge Process
Additional
donation
information
21
Key Training Point Recap
1. 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.
2. Maximum donation amount for military personnel is
$833/month.
3. Donors can designate to a maximum of 30 charities (29 if
there are ‘undesignated’ funds remaining).
4. Donors must be trained to enter their Command/Unit or
Federal Agency/Office name code for pledges to be properly
credited.
5. There is no paperwork associated with this pledge type. The
donor can print a receipt for his/her records.
22
QUESTIONS?
23
BACKUP
24
DFAS Customers
• DoD
– MilPay
– Civ Pay
•
•
•
•
•
•
Veterans Administration
Executive Office of the President
Environmental Protection Agency
Department of Energy
Health and Human Services (2013 only)
Broadcasting Board of Governors
25
CFC Campaigns
National Capital Area
Overseas
Chesapeake Bay Area
Hawaii- Pacific Area
SoCal (San Diego)
San Antonio Area
South Hampton Roads
Heartland CFC
Metropolitan Atlanta
CFC Norcal
Dallas-Fort Worth
Central Oklahoma
Greater Los Angeles Area
Miami Valley
Intermountain
Chicago Area
Rocky Mountain
Gateway CFC
Tennessee Valley
King County
Texas Gulf Coast
Eastern PA and South Jersey
Pikes Peak Region
Atlantic Coast
Arizona
Southeastern Michigan
New York City
NE Florida- SE Georgia
Olympic Peninsula
Eastern Massachusetts
Greater Chattanooga Area
Virginia Peninsula
26
CFC Campaigns
Suncoast
Desert Southwest
Mid South
Middle Georgia Area
Pacific Northwest CFC
Central Ohio and West Virginia
Maricopa County
Coastal Carolina
Alaska
Greater Indiana
South Puget Sound
Greater North Carolina Area
Heart of Alabama
Okaloosa- Walton Counties
Central Florida
Greater New Orleans Area
Potomac
Coastal Bend Area
Midlands Area
Central Virginia Area
Northern New Jersey
Central Alabama
Puerto Rico
Heart of Midlands
Rhode Island and Southeastern
Massachusetts
Northern Lights
3Rivers/Pennsylvania West
Ohio River Valley CFC
Tennessee Regional
Northern New England
27
CFC Campaigns
Greater Arkansas
Onslow County
Columbus/Fort Benning
Greater Southwest Texas
Central California
Greater Mississippi
California Gold Coast
Greater Wisconsin
Savannah River Area
EscaRosa
Ill-Iowa Bi-State CFC
Central Texas
Ft. Hood
Southwest Montana
Central Pennsylvania
St. Mary's County CFC
Monterey-Santa Cruz
Western New York
North Puget Sound
Maine
Inland Northwest
North Coast Ohio
Ft. Leonard Wood
North Central West Virginia
Eastern Panhandle
Big Sky CFC
Southwestern-Central Virginia
28
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