1 combined federal campaign mypay module update summer-fall 2014 anthony decristofaro director,...
TRANSCRIPT
1
Combined Federal Campaign
myPay Module Update
Summer-Fall 2014
Anthony DeCristofaroDirector, Voluntary Campaign Management Office
2
myPay CFC Module
• Background Information
• 2013 Results
• 2014 Modifications
• Training Slides
3
BACKGROUND INFORMATION
4
ePledge Overview
• MyPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season
• ePledge was available to personnel in 89 of the 163 campaign regions in 2013. Due to mergers, this is reduced to 85 regions in 2014.
• ePledge development was modeled on the Employee Express (EEX) electronic giving system but had some key differences
• CFC did not add additional campaigns to e-Giving lists in 2014 except through mergers (Fort Sill is a major installation included this year due to a merger.)
5
ePledge Initiative
• The 2.5 million military and civilian personnel within the DoD make up about 25 percent of the Federal workforce
• Making CFC donations via electronic payroll deduction was previously not an option in the DoD
• Teams from DFAS, OPM, and VCMO created the first paperless payroll deduction giving for DoD personnel
6
myPay CFC Module Benefits
• Increased donor confidentiality• Reduced administrative workload • Reduced possibility of administrative errors
associated with paper pledge form processing• Reduces campaign costs
– Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities
7
myPay Background
• The platform will be used until national systems are introduced by OPM in the future.
• Used across three payroll systems:– DCPS (Civilians)– DJMS (Army, Navy and Air Force)– MCTFS (Marines)
8
DFAS Customers
• DoD– MilPay– Civ Pay
• Others (subject to change)– Veterans Administration– Executive Office of the President– Department of Energy– Health and Human Services– Broadcasting Board of Governors
9
2014 RESULTS
10
2013 Campaign
• Dates: 1 SEP through 11 JAN– Due to Shutdown, OPM authorized additional
time for employee solicitation– Programming required shutdown of myPay a
few days early
• Campaign activities suspended in October and this had a major effect on donors
• Positive impact of myPay CFC Module is already significant
11
Pledge Volume
12
Pledge Source
13
Results Through 11 JAN
• $25 million pledged overall• 42,937 donors used myPay in all payroll
systems • $601,118 estimated savings
– $14 per pledge from CFC50 Commission testimony
• Average gift in myPay is almost $200 higher than overall giving in the markets which reported data
14
KEY TRAINING LESSONS
15
Lessons Learned
• No Ability to change/update pledges
• Only an Alpha-numeric field for tracking of “work address”
• Some Pledges not made in home geographic campaign area due to personnel records or donor entry
• Suggest personal confirmation of pledges $2,500 or higher
16
2014 Modifications
• Universal Giving– Use OPM or campaign sites for research
• Time Out Warnings– myPay Control Board would not authorize
additional time to enter the transaction.– Warnings have been modified but 20-30
minutes remains the limit.
• Market access changes only based upon mergers
17
TRAINING SLIDES
18
ePledge Process
Combined Federal Campaign option added to MyPay Main Menu
19
ePledge Process
Donor selects “Add New Contribution”
20
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 Code2.All other donors’ campaign information will be automatically populated
21
ePledge Process
Entering an invalid campaign code will result in an error message
22
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
23
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
24
ePledge Process
Donors can search for charities in
multiple ways.
The donor can specify the 5-digit Charity
Code.
25
ePledge Process
The donor can search for a
specific charity by
name.
26
ePledge Process
The donor can search for a charity by
service type
27
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
28
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
29
ePledge Process
The donor enters the per pay period
or per month donation amount
30
ePledge Process
Balance remaining is automatically
calculated
Donor has the option to continue or add /
delete charities
31
ePledge Process
Pledge summary is displayed;undesignated
funds are automatically calculated and
displayedKey Training Point For an
organization’s pledges to be
properly credited the donor MUST
enter the Command/Unit or
Federal Agency/Office
32
ePledge Process
Final review and opportunity for
donor to confirm intent
33
ePledge Process
Key Training Point No forms will be
submitted to Keyworker. Donor can view print PDF
pledge form for recordkeeping.
34
ePledge Process
Donor receipt copy. Up to five charities are listed on Page 1
35
ePledge Process
Additional donation
information
36
Key Training Point Recap
1. The ‘Campaign Search’ screen is 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. Highly recommend that they print this.
37
QUESTIONS?
38
BACKUP
39
National Capital AreaOverseasChesapeake Bay AreaHawaii- Pacific AreaSoCal (San Diego)San Antonio Area South Hampton Roads Heartland CFCMetropolitan AtlantaCFC Norcal Dallas-Fort Worth Central Oklahoma Greater SoCal (Greater Los Angeles Area) Miami Valley Intermountain Midwest CFC (Chicago Area)
Rocky MountainGateway CFC Tennessee Valley King County Texas Gulf CoastEastern PA and South JerseyPikes Peak RegionAtlantic Coast Arizona Southeastern Michigan New York City NE Florida- SE Georgia Olympic Peninsula Eastern Massachusetts Greater Chattanooga AreaVirginia Peninsula
CFC Campaigns
40
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 RicoHeart of Midlands Rhode Island and Southeastern
MassachusettsNorthern Lights 3Rivers/Pennsylvania WestOhio River Valley CFC Tennessee Regional Northern New England
CFC Campaigns
41
Greater Arkansas
Onslow County
Columbus/Fort Benning
Greater Southwest Texas
Central California
Greater Mississippi
Greater Wisconsin
Savannah River Area
EscaRosa
Ill-Iowa Bi-State CFC
Central Texas
Ft. Hood
Central Pennsylvania
Monterey-Santa Cruz
Western New York
North Puget Sound
Inland Northwest
North Coast Ohio
North Central West Virginia
Eastern Panhandle
Montana CFC (Big Sky)
Southwestern-Central Virginia
CFC Campaigns
42
Changes to Market Access
• Added Base– Fort Sill
• Dropped Markets (due to mergers)– California Gold Coast– SW Montana– St. Mary's– Maine– Ft. Leonard Wood