ECC & Keyworker Training

ECC & Keyworker Training 2014

Employee Express Giving Platform • PII & OSI Security • Q&A Overview: Thank you for partnering with the CFC! 2

Online Giving • 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 3

Tools • CFC Website: www.rockymountaincfc.org • Searchable Charity Database • Links to online giving sources ( NEXUS, EEX, myPay) Solicitation Tools Thank you for partnering with the CFC! 4

Giving Methods • Reoccurring Gift: • Payroll Deduction – 90% of campaign • Employee Express – Participating Federal agencies Thank you for partnering with the CFC! 5

Pledging Materials www.norcalcfc.org Get Your Give ON-Line One time credit card, cash or check __ __ __ __ __ __ __ __ __ __ Turn in the portion of form to Keyworker Reoccurring Payroll deduction Installation: ___________________ Donor: _____________________ Unit Name: ____________________ Unit Code: __________________ Gift Level: General Patriot (one hour’s pay per pay period) Hero(two hour’s pay per pay period) Eagle Silver Eagle Golden Eagle I prefer not to receive a donor appreciation gift. Rocky Mountain CFC Get Your Give ON-Line Online Giving Flyer Online Appreciation Award Confirmation 6 Thank you for partnering with the CFC!

Pledging Online • CFC Website: www.rockymountaincfc.org To practice: https://emssdemo.dfas.mil/MYPAY.ASPX Login ID 999999991, Password Xma$1225

Pledging Ways to Contribute • Employee Express Overview – • Reoccurring payroll deduction only • Check to see if your agency uses Employee Express for your benefits administration (a list is available at cfcnorcal.com) • Log into your Employee Express account to make a pledge • Employee Express pledging closes on December 15, 2014 8

Pledging • Participating Agencies • Administrative Conference of the United States • Advisory Council on Historic Preservation • African Development Foundation • American Battle Monuments Commission • Appraisal Subcommittee-Federal Financial • Institutions Exam Council • Arctic Research Commission • Barry M. Goldwater Scholarship and Excellence in • Education Foundation • Christopher Columbus Fellowship Foundation • Commission for the Preservation of America's • Heritage Abroad • Commission of Fine Arts • Commission on Weapons of Mass Destruction • Committee for Purchase from People Who are Blind • or Severely Disabled • Consumer Product Safety Commission • Council of the Inspector General on Integrity and Efficiency 9 Thank you for partnering with the CFC!

Giving Methods • Participating Agencies • Delta Regional Authority • Department of Education • Department of State • Department of the Interior • Department of Transportation • Dwight D. Eisenhower Memorial Commission • Election Assistance Commission • Environmental Protection Agency • Equal Employment Opportunity Commission • Export-Import Bank of the United States • Federal Energy Regulatory Commission • Federal Labor Relations Authority • Federal Trade Commission • Financial Crisis Inquiry Commission • Foreign Service Annuitants • General Services Administration • Harry S Truman Scholarship Foundation • Helping to Enhance the Livelihood of People Around the Globe Commission • Institute of Museum and Library Services • Inter-American Foundation • International Trade Commission 10 Thank you for partnering with the CFC!

Giving Methods • Participating Agencies • Office of Federal Inspector - Alaska Natural Gas Transportation System • Office of Navajo and Hopi Indian Relocation • Office of Personnel Management • Overseas Private Investment Corporation • Pension Benefit Guaranty Corporation • Privacy and Civil Liberties Oversight Board • Public Interest Declassification Board • Railroad Retirement Board • Recovery Act Accountability and Transparency Board • Ronald Reagan Centennial Commission • Securities and Exchange Commission • Selective Service System • Senate Restaurant Associates • Social Security Administration • State Justice Institute • Stennis Center for Public Service • Superior Courts of the District of Columbia • Thrift Investment Board 11 Thank you for partnering with the CFC!

Giving Methods • Participating Agencies • U.S. Chemical and Safety Hazard Investigation Board • U.S. China Economic and Security Review Commission • U.S. Commission on International Religious Freedom • U.S. Holocaust Memorial Museum • U.S. Institute of Peace • U.S. Interagency Council on Homelessness • U.S. Trade and Development Agency • U.S. Tax Court • Valles Caldera Trust • Vietnam Education Foundation 12

Pledging • Employee Express • Demonstration: A Demonstration Account is available for all to familiarize Federal users with the CFC-EEX E-Pledge system. Go to https://www.employeeexpress.gov and Login with: 999999994 and Password: Demo#444 (Local charities for this account are in the Atlanta campaign.) Thank you for partnering with the CFC! 13

Employee Express Log In Screen EEX Pledging Enter your login ID and Password then click “Sign In”. 14 Thank you for partnering with the CFC!

EEX Pledging Select Your Federal Agency Select the radio button beside your agency then click “Submit” 15 Thank you for partnering with the CFC!

EEX Pledging Select CFC as the payroll action Click the “Combined Federal Campaign” button. 16 Thank you for partnering with the CFC!

EEX Pledging Routine Security Message Click the “Continue to Main Menu” button. Thank you for partnering with the CFC! 17

EEX Pledging Select Your Charity(s) & Dollar Amounts (Top of Page) This is the top part of the next screen. Note that some information may be pre-filled. Also see that this payroll election becomes active on first pay period in January, 2014 and lasts for only one calendar year. Thank you for partnering with the CFC! 18

Pledging Select Your Charity(s) & Dollar Amounts This is the middle part of the same page where you can search for a charitable organization several different ways (by number, name, service category or composite search.) Select the related search button to initiate your search. Search results will return at the bottom of this same page. (See the next PowerPoint slide.) 19 Thank you for partnering with the CFC!

Pledging Select Your Charity(s) & Dollar Amounts This is the bottom part of the same page where search results are presented. Select your charity(s) by clicking the “Add to Cart” button(s). Thank you for partnering with the CFC! 20

Select Your Charity(s) & DollarAmount (Top of Page) Pledging Scroll up to the top part of the same page. Confirm (or enter) your “Pay Period Contribution” amount, edit the charity(s) you selected (if necessary), then click “Save Selected Charties and Continue.” Thank you for partnering with the CFC! 21

Pledging Confirm/Edit Charity or Contribution Amount (Top of Page) This is the top part of the next page. Confirm your contribution amount and charity(s) are accurate. Thank you for partnering with the CFC! 22

Pledging Final Confirmation or Edit(Bottom of Page) This is the bottom part of the final page. Ensure the information entered is accurate. Click the “Yes” button if everything is correct otherwise click “No” if you wish to change/correct information, charity or contribution amount. Thank you for partnering with the CFC! 23

EEX Pledging Exit Screen A charitable payroll deduction satisfies all documentation requirements for income tax reporting purposes.. If you wish to receive confirmation of this payroll action request, enter your email address and click the “Submit and Return to Main” button. Otherwise, click the “No Thanks…” button. Thank you for partnering with the CFC! 24

Online Incentive Award • Recognition Coin Awarded using online giving platforms in addition to giving level gifts Thank you for partnering with the CFC! 25

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 Donor Appreciation Award Tracking Thank you for partnering with the CFC! 26

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: __________________________ Please Check if Applicable (note: if preferred, you can choose an item from a lower category or if you choose to decline your gift check here:  I prefer not to receive a donor appreciation gift. Gift Level:  Eagle Club ($1,000 - $1,499) 2014 US Mint Quarter Set  Leadership Circle ($1,500 - $2,499) 2014 US Mint Presidential Dollar Set  Mile High Giver ($2,500+) 2014 US Mint Proof Set Provided online for donor to print out and submit 27

Donor Appreciation Award Tracking Ledger Thank you for partnering with the CFC! 28

Turn-In Flow Chart There may be a Unit Project Officer (UPO) in larger agencies if desired LE or PCFO Hub Administrator 29 Thank you for partnering with the CFC!

KeyWorker Turn-In Pledge Preparation • Collect pledges weekly • EEX 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 • Do not collect donor pledge confirmation e-mail 30

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 ReportingEEX award appreciation confirmation forms are collected and recorded on the envelope. Thank you for partnering with the CFC! 31

Key Worker Turn-Ins Thank you for partnering with the CFC! 32

Department/Unit Project Officer Turn-In • ECC or IPO Collection from Department or Unit POC • If collecting from larger organizations that have multiple departments, offices, units or even shifts (sub-sections), the DPO or UPO will track and turn in those pledges by the corresponding subsection. (ie HR, Finance, Customer Service etc. or Squadron 1, Squadron 2 etc) This ensures proper credit to each part of that organization AND if donor information has to be verified, it provides for a contact closer to the donor to validate. • Each of these subsectionsshould have envelope tracking 1 of 4, 2 of 4, 3 of 4, 4 of 4 on the reporting envelope, which would then be rubber banded together by the DPO or UPO. • ECC / IPO or designated Finance officer will record multiple envelopes on organization ledger & turn-in to PCFO. 33

Department/Mission Element Turn-In Ledger 34

1. OIG tracking • All pledge envelopes must be accounted for at all times • If pledge envelopes were to be misplaced, the ECC/IPO would know from the ledger what envelopes were unaccounted for • If the PCFO were to misplace envelopes the hub director could go back to the Ledger to track the date of the turn-in. Why do I have to do All of This Thank you for partnering with the CFC! 35

Solicitation Conclusion • Electronic Giving turned off COB Dec 15 (regulations) • All Contributions Received by DPO or UPO: December 16 • Ensure CFC Staff has your totals for Awards • Final Turn-ins scheduled with PCFO Dec 16 – 20 • Ensure CFC Staff has your totals for Awards • Final Turn-Ins scheduled with PCFO Dec 16- 20 • Ensure Donors receive appreciations awards Thank you for partnering with the CFC! 36

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

Thank you for leading the campaign 2014

ECC & Keyworker Training