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Combined Federal Campaign

ePledge Update

September 2013

Xavier “Lew” LewisDirector, Heart of Alabama Combined Federal Campaign

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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

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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)

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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

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This is a transaction site only, and not a research site. 

• Donors will have 20-30 minutes to complete the transaction

o 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

o “Shop” in advance for which charities you select to designate, noting the charity’s 5-digit code

o Then go to MyPay to enter the transaction once you have finalized your charities

ePledge Process

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ePledge Process

Combined Federal Campaign option added to MyPay Main Menu

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ePledge Process

Donor selects “Add New Contribution”

Prior Year’s Pledge

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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 (0005)2.All other donors for USMC and DoD Civilians will be automatically linked to CFC 0005.

CFC Code 0005

Enter Code

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ePledge Process

Entering an invalid campaign code will result in an error message

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ePledge Process

1. Active Duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing

2. Others will not see this screen

Should read:0005 Heart of Alabama CFC

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ePledge Process

Donor selects donation amount per pay period/monthKey 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

Example: MIL12 mos. x $50 = $600

Example: CIV26 pps. x $25 = $650

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ePledge Process

Donors can search for charities in multiple ways.

However, see Key Training Point.

The donor can specify the 5-digit

Charity Code.

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.

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ePledge Process

The donor can search for a

specific charity by

name.

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ePledge Process

The donor can search for a charity by

service type.

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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

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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.

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ePledge Process

The donor enters the per pay period (Civ) or

per month (Mil) donation amount for

each charity

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ePledge Process

Balance remaining is automatically

calculated

Donor has the option to continue or add /

delete charities

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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)

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Examples of Unit Identifiers(35 Character Limit)

042 US EPA NAREL057 CAVHCS058 VARO116 42d ABW Staff118 42d MSG127 Spaatz Center CC and AR127/1 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.

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ePledge Process

Final review and opportunity for

donor to confirm intent

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ePledge Process

Key Training Point: No forms will be

submitted to Project Officer or Keyworker. Donor can view print PDF pledge form for

recordkeeping.

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ePledge Process

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

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ePledge Process

Additional donation

information

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• 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

LIMITING FACTORS

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Summary of Key Training Points

1. 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.

2. Maximum donation amount for military personnel is $9,999.99.

3. Twenty to thirty minute time limit to complete transaction.

4. Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining).

5. IMPORTANT: Donors must enter their CFC unit identifier for pledges to be properly credited.

6. There is no paperwork associated with this pledge type. The donor prints a receipt for his/her records.

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Heart of AlabamaCFC Unit Identifiers

Org Code Org Name017 Alabama ARNG019 U of A US Army ROTC023 Auburn Univ US Army ROTC025 Alabama ANG033 USA COE Tuscaloosa042 US EPA NAREL050 TVAMC057 CAVHCS058 VARO101 HQ Air University103 LeMay Center116 HQ 42d Air Base Wing Staff118 42d Mission Support Group120 42d Medical Group126 SAASS127 Spaatz Center CC and AR127/1 Air War College127/2 Air Command and Staff College127/4 Squadron Office College127/5 International Officer School127/6 Education Support Squadron131 Holm Center

Org Code Org Name133 ECPD135 MS Fairchild Research Info Ctr136 MAFB Elementary/Middle School137 AFRI139 AFHRA142 908th Airlift Wing148 Maxwell Commissary149 AFOSI Det 405156 USA COE Maxwell AFB157 AFLOA/JAGS158 AFLOA/JAS202 LCMC204 DECC Montgomery206 Barnes Center 207 MEPS and 8th BN209 Gunter Commissary213 USA Recruiting Battalion Mtg214 331st Recruiting Squadron215 AFAA FSO217 26th NOS218 AFFSO219 690 NSS DET 2

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QUESTIONS?