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Combined Federal Campaign

myPay Module Update

Summer-Fall 2014

Anthony DeCristofaroDirector, Voluntary Campaign Management Office

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myPay CFC Module

• Background Information

• 2013 Results

• 2014 Modifications

• Training Slides

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BACKGROUND INFORMATION

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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.)

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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

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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

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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)

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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

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2014 RESULTS

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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

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Pledge Volume

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Pledge Source

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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

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KEY TRAINING LESSONS

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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

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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

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TRAINING SLIDES

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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”

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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 Code2.All other donors’ campaign information will be automatically populated

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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. Other donors will not see this screen

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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

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ePledge Process

Donors can search for charities in

multiple ways.

The donor can specify the 5-digit Charity

Code.

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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 and/or

International 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. Donors

wishing to designate more than 30 charities should use paper

pledge forms

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ePledge Process

The donor enters the per pay period

or per month donation amount

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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

displayedKey Training Point For an

organization’s pledges to be

properly credited the donor MUST

enter the Command/Unit or

Federal Agency/Office

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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 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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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.

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QUESTIONS?

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BACKUP

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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

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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

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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

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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