Transcript MyPay/CFC Nexus/CFC Assistant

Potomac CFC
E-Giving in the 2013 Campaign
Potomac CFC
• Solicit over 21,000 employees
• Major installations
– Marine Corps Base – Quantico
– NSF-Dahlgren
– Ft. A.P. Hill
• Others
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United States Post Offices
Federal Aviation Administration
Veterans Administration
Social Security Administration
National Park Service
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Potomac CFC 0898
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History of E-Giving
•
2011 Campaign - $1.3 million
– Paper Only
– CFC Assistant
• Manually entered all pledges into CFC Assistant
• 3,462 Pledge Cards
•
2012 Campaign - $1.28 million
– EEX
• Imported EEX pledges into CFC Assistant
– 12 Pledges – manually entered into CFC Assistant/could not
import
– CFC Assistant
• Manually entered paper pledges into CFC Assistant
• 3,062 Pledge Cards
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History of E-Giving
•
2013 Campaign - $850,000
– EEX
• Imported pledge information into Nexus
– Nexus
• Credit Card Pledges
• Imported EEX/MyPay Pledge Information
• Entered paper pledge information
– MyPay
• Imported pledge information into Nexus
– CFC Assistant
• Import all information from Nexus
• Now used for disbursements primarily
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2013
MyPay/CFC Nexus/CFC Assistant
• Use By Type of Donation
– Payroll Deduction
• MyPay • Paper Pledges
• EEX
– Cash
– Check
– Credit Card
$801,010 - 94.2%
59.5%
38.8%
1.7%
$ 24,121 - 2.8%
$ 18,308 - 2.2%
$ 7,335 - 0.8%
Process
• All pledges were entered into CFC Nexus
• MyPay Reports were imported twice weekly into CFC Nexus
(Wednesday/Friday)
• EEX Reports were imported once weekly into CFC Nexus
(Friday)
• Manual Paper Pledges entered into CFC Nexus weekly
(Wednesday/Thursday)
• Twice a month, CFC Nexus Report for all pledges was
imported into CFC Assistant
Benefits of E-giving
Keyworkers
•
Do not have to pass out or collect pledge cards
•
Campaign information and reminders sent via e-mail
•
Up-to-date pledge information available via CFC Nexus
website
•
Keyworkers know how their campaign is going on a daily basis
vs a weekly basis
•
Incentive reports available to Payroll Coordinator (Lead
Keyworkers) of an organization showing employees who
donated and the level of donation
Benefits (Cont.)
PCFO
• Import saves time
– Do not have to enter each pledge card into system
– Do not have to audit each pledge card
• Import saves money
– Fewer paper pledge cards and charity booklets needed
– Less staff costs since you don’t have to input/audit each pledge card
• Campaign progress is readily available at anytime on website
• Pledge information can be broken down into different
agency/installations, etc.
• Charity donation information is available thru CFC Nexus Reports
• Agency or PCFO pledge information from website can be saved into
a spreadsheet for data analysis
Challenges
• Late Release of MyPay
– PCFO learning curve
• WHS weekly/bi-weekly phone conferences with OPM/DFAS were
helpful
– Keyworker Training/learning curve
• MyPay Report
– Work Address must match the Federal Agency name in CFC Nexus
– Created a Federal Agency named “Other” to hold employees until
Work Address could be corrected
• EEX Report
– Department/Agency Name must match Federal Agency name in
CFC Nexus
– Agency Reporting Number/Name must match the Agency
Identifier Code in CFC Nexus
Challenges (Cont.)
• CFC Nexus Report
– Federal Agency Name must match Employer Name in CFC
Assistant
– Agency Identifier Code in CFC Nexus must match Account
ID In CFC Assistant
• CFC Assistant
– Import to CFC Assistant has issues
Resources Created
• CFC MyPay E-Pledge Instructions and Unit List
– Step by Step Guide for Keyworkers
• CFC Step by Step for CFC Nexus Registration and Pledge
– For Keyworkers
• CFC Nexus Payroll Reports – Instructions
– Lead Keyworkers
• Information Cards for Keyworkers
– 3 ways to Pledge
– Produced in-house
– Handed out to employees
Contact Information
Tammi Ellis
Potomac CFC Manager
[email protected]
540-373-0041 ext 310
Sharon Patrick
Potomac CFC Coordinator
[email protected]
540-373-0041 ext 318