Transcript Pikes Peak Region

2014
myPay CFC Module Training
 Online: MyPay CFC Module Training
 Giving
 Reporting
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 CFC is moving towards 100% online giving
 Why:
 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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Pledging

Reoccurring Gift – Each pay period beginning Jan – Dec 2015

myPay Online: Payroll deduction only
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MyPay ePledge allows military and civilian personnel to
establish a CFC allotment within the CFC open season

Norcal Website links to myPay
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(90% of campaign)
myPay Overview
 Login: https://mypay.dfas.mil/mypay.aspx
 Select CFC option
 Search for charities
 Pledge
 Confirmation
Thank you for partnering with the CFC!
Pledging
Ways to Contribute

myPay - The platform will be used until national systems
are introduced by OPM in the future.
 DOD
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Others
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Military
Civilian
Veterans Administration
Executive Office of the President
Dept of Energy
Health and Human Services
Broadcasting Board of Governors
myPay - Used across three payroll systems:
DCPS (Civilians)
 DJMS (Army, Navy and Air Force)
 MCTFS (Marines)
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Thank you for partnering with the CFC!
myPay Pledging
Combined Federal Campaign on
Main Menu
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Thank you for partnering with the CFC!
myPay Pledging
Donor selects
“Add New Contribution”
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Thank you for partnering with the CFC!
myPay Pledging
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 (0106 – Norcal CFC)
2. All other donors’ campaign information will be automatically
populated
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Thank you for partnering with the CFC!
myPay Pledging
Entering an invalid campaign code
will result in an error message
Use 0106 for Norcal CFC
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Thank you for partnering with the CFC!
myPay Pledging
Norcal Region 0106
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1. Active duty Army, Navy, and Air Force personnel
must “Confirm Campaign” prior to continuing
2. Other donors will not see this screen
myPay Pledging
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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Thank you for partnering with the CFC!
myPay Pledging
Donors can
search for
charities in
multiple ways:
5-digit Charity
Code, Charity
Name, Type of
service or
AFR %.
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PCFO recommendation – Use charity search on website and simply use myPay for transaction
myPay Pledging
Donors can
search for
charities in
multiple ways:
5-digit Charity
Code, Charity
Name, Type of
service or AFR %.
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PCFO recommendation – Use charity search on website and simply use myPay for transaction
myPay Pledging
The donor can
search for a
specific charity
by name.
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PCFO recommendation – Use charity search on website and simply use myPay for transaction
myPay Pledging
The donor can
search for a
charity by
service type
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PCFO recommendation – Use charity search on website and simply use myPay for transaction
myPay Pledging
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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PCFO recommendation – Use charity search on website and simply use myPay for transaction
myPayPledging
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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PCFO recommendation – Use charity search on website and simply use myPay for transaction
myPay Pledging
The donor enters
the per pay period
or per month
donation amount
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Thank you for partnering with the CFC!
myPay Pledging
Balance remaining
is automatically
calculated
Donor has the option
to continue or add /
delete charities
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Thank you for partnering with the CFC!
myPay Pledging
Key Training Point
For an
organization’s
pledges to be
properly credited
the donor MUST
enter the
Command/Unit or
Federal
Agency/Office
Code
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Pledge summary
is displayed;
undesignated
funds are
automatically
calculated and
displayed
Use the following:
Beale AFB
Travis AFB
Unit Codes provided website: http://www.norcalcfc.org/_root/index.php?content_id=5119
Pledging
Final review and
opportunity for
donor to confirm
intent
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Pledging
Donor receipt copy. Up to five
charities are listed on Page 1
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Thank you for partnering with the CFC!
Pledging
Additional
donation
information
Donor receipt copy. Up to five
charities are listed on Page 1
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Thank you for partnering with the CFC!
Pledging
Key Training
KeyPoint
Training Point
Donor
No forms
can view
will beprint PDF pledge form
submitted
for recordkeeping.
to
Keyworker.
Donor willDonor
complete epleding flyer
can view
pledge
print confirmation
PDF
form
pledge form for
recordkeeping.
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Thank you for partnering with the CFC!
Thanks You Awards
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Available to EVERY contribution no matter the contribution size
Online Contributors print a tracking form and submit it to their keyworker
Keyworker records request on tracking ledger and adds to reporting envelope
request
Keyworker distributes coin to donors upon receipt
Donors don’t give for the donor gift, they can easily feel slighted if promised
something they don’t receive
Donor Appreciation Award Tracking
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PCFO Tracking Form Provided for ECCs & Keyworkers
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Each KeyWorker keeps a list of their 25 co-workers with a check box
of what gift that donor requests and whether or not they have
received it
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Keyworkers submit contribution envelopes and gift tracking ledger to
ECC/IPO or finance officer
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Keyworkers also submit thank you gift ledger electronically to
ECC/IPO or finance officer
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ECC/IPO or finance officer cuts and pastes keyworker ledger info
onto master gift tracking ledger
Thank you for partnering with the CFC!
Donor Appreciation Award Tracking
Get Your Give ON-Line
One time credit card, cash or check
Reoccurring Payroll deduction
Federal Agency: ____________________________
Donor: _____________________________
Unit Name: ________________________________
Unit Code: __________________________
Gift Level:  General recognition coin
 I prefer not to receive a donor appreciation gift.
Provided online for donor to print out and submit
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Thank you for partnering with the CFC!
Donor Appreciation Award Tracking
Traditional Form
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Donor fills out and submits donor contribution confirmation
formwhen contributing online
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Keyworker includes tracking form in report envelope
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Keyworker uses tracking form to create list of donor gift needs
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Keyworker send tracking form electronically to UPO/finance
officer or ECC as directed
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Keyworker reports gifts needed on report envelope for turn-in
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UPO tracks Unit gift needs on master tracking form
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Thank you for partnering with the CFC!
Donor Appreciation Award Tracking Ledger
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Thank you for partnering with the CFC!
Turn-In Flow Chart
Keyworker
Donors
Federal Payroll
Office
There may be a
Unit Project Officer
(UPO) in larger agencies
if desired
LE or PCFO Hub Administrator
ECC
CFC Staff
(Regional PCFO Office)
Charitable Organizations
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Thank you for partnering with the CFC!
KeyWorker Turn-In Pledge Preparation
Collect pledges weekly
 myPay pledge thank you gift confirmation form collection
ONLY
 Collect and verify forms:
 Ensure donor’s name and e-mail address is included
 Ensure unit/office code is completed
 Ensure gift request is completed
 Report number of gifts requested on report envelope
 Not all donors will submit the tracking form but will have
requested the gift in the myPay system
 Keyworker will receive period reports of system recorded
contributors who requested a thank you gift
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KeyWorker Turn-In
Envelope Submission - Weekly Turn-Ins with UPO
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Verify e-pledging appreciation award confirmation forms
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Collect and verify forms:
 Ensure
donor’s name is on form
 Ensure
donor’s e-mail address is included
 Ensure
unit/office code is completed
 Ensure
gift request is completed
Thank you for partnering with the CFC!
Key Worker Turn-In
Donor Gift Request Form
Installation: ____________________________
Donor:
_____________________________
Unit Name:
____________________
Unit Code:
__________________________
Gift Level: General Silver (one hour’s pay per pay period) Gold (two
hour’s pay per pay period)
Eagle Silver Eagle  Golden Eagle
I prefer not to receive a donor appreciation gift.
Campaign Reporting
myPay award appreciation confirmation forms are collected and recorded on
the envelope.
Thank you for partnering with the CFC!
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Key Worker Turn-Ins
Keyowker records
thank you gift requests
on reporting envelope
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Thank you for partnering with the CFC!
Campaign Reporting
Thank You Awards Tracking
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PCFO Tracking Form Provided
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Each KeyWorker keep a list of their 25 Co-Workers with a
check box of what gift that donor requests and whether or
not they have received it
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Although Donors don’t give for the donor gift, they can
easily feel slighted if promised something they don’t
receive
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ThankYou awards provided weekly at Turn-In.
Thank you for partnering with the CFC!
Campaign Reporting
Pledge Tracking
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DoD did not build a reporting mechanism into the module for
installation or unit breakdown
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All contributions are identified donor submitting correct
installation identifier
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Identifiers are listed on the website under online pledging
for units of military installations
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Keyworker should access the list to determine what their
unit identifier is
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Keyworkers should promote this unit identifier when
promoting the campaign
Thank you for partnering with the CFC!
Q&A:
Questions?
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Thank you for partnering with the CFC!
2014
Thank you for leading the CFC!