1. 2014 myPay CFC Module Training

2. 2  Online: MyPay CFC Module Training  Giving  Reporting

3. 3  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

4. Pledging 4 Thank you for partnering with the CFC!  Reoccurring Gift – Each pay period beginning Jan – Dec 2015  myPay Online: Payroll deduction only (90% of campaign)  MyPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season  Norcal Website links to myPay  myPay Overview  Login: https://mypay.dfas.mil/mypay.aspx https://mypay.dfas.mil/mypay.aspx  Select CFC option  Search for charities  Pledge  Confirmation

5. Pledging 5 Thank you for partnering with the CFC! Ways to Contribute  myPay - The platform will be used until national systems are introduced by OPM in the future.  DOD  Military  Civilian  Others  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)

6. Combined Federal Campaign on Main Menu myPay Pledging 6 Thank you for partnering with the CFC!

7. Donor selects “Add New Contribution” myPay Pledging 7 Thank you for partnering with the CFC!

8. 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 myPay Pledging 8 Thank you for partnering with the CFC!

9. Entering an invalid campaign code will result in an error message Use 0106 for Norcal CFC myPay Pledging 9 Thank you for partnering with the CFC!

10. 1.Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing 2.Other donors will not see this screen Norcal Region 0106 myPay Pledging 10

11. 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 myPay Pledging 11 Thank you for partnering with the CFC!

12. Donors can search for charities in multiple ways: 5-digit Charity Code, Charity Name, Type of service or AFR %. PCFO recommendation – Use charity search on website and simply use myPay for transaction myPay Pledging 12

13. Donors can search for charities in multiple ways: 5-digit Charity Code, Charity Name, Type of service or AFR %. PCFO recommendation – Use charity search on website and simply use myPay for transaction myPay Pledging 13

14. PCFO recommendation – Use charity search on website and simply use myPay for transaction myPay Pledging 14 The donor can search for a specific charity by name.

15. PCFO recommendation – Use charity search on website and simply use myPay for transaction myPay Pledging 15 The donor can search for a charity by service type

16. PCFO recommendation – Use charity search on website and simply use myPay for transaction myPay Pledging 16 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

17. Key Training Point Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms PCFO recommendation – Use charity search on website and simply use myPay for transaction myPayPledging 17

18. The donor enters the per pay period or per month donation amount myPay Pledging 18 Thank you for partnering with the CFC!

19. Balance remaining is automatically calculated Donor has the option to continue or add / delete charities myPay Pledging 19 Thank you for partnering with the CFC!

20. 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 Code Unit Codes provided website: http://www.norcalcfc.org/_root/index.php?content_id=5119http://www.norcalcfc.org/_root/index.php?content_id=5119 myPay Pledging 20 Use the following: Beale AFB Travis AFB

21. Final review and opportunity for donor to confirm intent Pledging 21 Thank you for partnering with the CFC!

22. Pledging 22 Thank you for partnering with the CFC! Donor receipt copy. Up to five charities are listed on Page 1

23. Pledging 23 Thank you for partnering with the CFC! Donor receipt copy. Up to five charities are listed on Page 1 Additional donation information

24. Key Training Point Donor can view print PDF pledge form for recordkeeping. Donor will complete epleding flyer pledge confirmation form Pledging 24 Thank you for partnering with the CFC! Key Training Point No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping.

25. Thanks You Awards 25  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

26. Donor Appreciation Award Tracking 26 Thank you for partnering with the CFC!  PCFO Tracking Form Provided for ECCs & Keyworkers  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  Keyworkers submit contribution envelopes and gift tracking ledger to ECC/IPO or finance officer  Keyworkers also submit thank you gift ledger electronically to ECC/IPO or finance officer  ECC/IPO or finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger

27. Donor Appreciation Award Tracking 27 Thank you for partnering with the CFC! 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

28. Donor Appreciation Award Tracking 28 Thank you for partnering with the CFC! Traditional Form  Donor fills out and submits donor contribution confirmation formwhen contributing online  Keyworker includes tracking form in report envelope  Keyworker uses tracking form to create list of donor gift needs  Keyworker send tracking form electronically to UPO/finance officer or ECC as directed  Keyworker reports gifts needed on report envelope for turn-in  UPO tracks Unit gift needs on master tracking form

29. Donor Appreciation Award Tracking Ledger 29 Thank you for partnering with the CFC!

30. Turn-In Flow Chart 30 Thank you for partnering with the CFC! DonorsKeyworkerECC Federal Payroll Office CFC Staff (Regional PCFO Office) Charitable Organizations There may be a Unit Project Officer (UPO) in larger agencies if desired LE or PCFO Hub Administrator

31. KeyWorker Turn-In Pledge Preparation 31  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

32. KeyWorker Turn-In 32 Envelope Submission - Weekly Turn-Ins with UPO  Verify e-pledging appreciation award confirmation forms  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!

33. Key Worker Turn-In 33 Thank you for partnering with the CFC! Campaign Reporting myPay award appreciation confirmation forms are collected and recorded on the envelope. 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.

34. Key Worker Turn-Ins 34 Thank you for partnering with the CFC! Keyowker records thank you gift requests on reporting envelope

35. Campaign Reporting 35 Thank you for partnering with the CFC! Thank You Awards Tracking  PCFO Tracking Form Provided  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  Although Donors don’t give for the donor gift, they can easily feel slighted if promised something they don’t receive  ThankYou awards provided weekly at Turn-In.

36. Campaign Reporting 36 Thank you for partnering with the CFC! Pledge Tracking  DoD did not build a reporting mechanism into the module for installation or unit breakdown  All contributions are identified donor submitting correct installation identifier  Identifiers are listed on the website under online pledging for units of military installations  Keyworker should access the list to determine what their unit identifier is  Keyworkers should promote this unit identifier when promoting the campaign

37. Questions? Q&A: 37 Thank you for partnering with the CFC!

38. 2014 Thank you for leading the CFC!