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Monterey Santa Cruz Counties -0117 Combined Federal Campaign

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Monterey Santa Cruz Counties -0117 Combined Federal Campaign. DFAS – myPay ePledge. ePledge Initiative Combined Federal Campaign donations via electronic payroll deduction giving were previously not an option in the DoD

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Presentation Transcript
slide2

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
  • MyPayePledge:
    • 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
epledge overview

ePledge Overview

MyPayePledge 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.

epledge process

ePledge Process

Combined Federal Campaign option added to MyPay Main Menu

epledge process1

ePledgeProcess

Donor selects

“Add New Contribution”

slide6

ePledge Process

0117

Monterey Santa Cruz Counties

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

All other donors’ campaign information will be automatically populated

slide7

ePledge Process

0117

Entering an invalid campaign code will result in an error message

slide8

ePledge Process

0117

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

Other donors will not see this screen

slide9

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

slide10

ePledge Process

Donors can search for charities in multiple ways.

The donor can specify the 5-digit Charity Code.

slide11

ePledge Process

The donor can search for a specific charity by name.

slide12

ePledge Process

The donor can search for a specific charity by name.

slide13

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

slide14

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

slide15

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

slide16

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

slide17

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 the Command/Unit or Federal Agency/Office

slide18

ePledge Process

Final review and opportunity for donor to confirm intent

slide19

ePledge Process

Key Training Point

No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping.

slide20

ePledge Process

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

slide21

ePledge Process

Additional donation information

slide22

Key Training Point Recap

  • 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.
  • Maximum donation amount for military personnel is $833/month.
  • Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining).
  • Donors must be trained to enter their Command/Unit or Federal Agency/Office name code for pledges to be properly credited.
  • There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records.
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