1. 2015 Navy-Marine Corps Relief Society Active DUTY FUND DRIVE Campaign

2. Agenda Organization Subarea Campaign Management Donations
Collection Logs & Transmittal Forms
Weekly & Final Reports

3. 2015 NMCRS Campaign Fund drive March 1st-April 30th
Allotments start 1 Jun 2015; end 31 May 2016

4. Metro San Diego Area
Honorary Chairman: BGen James Bierman, CG MCRD/WRR
Overall Coordinator: Col Todd Finley
Assistant Coordinator: Maj Matthew Treptow
Treasurer: GySgt Patricia Winebrenner
SA-1
SA-2
SA-3
SA-4
SA-5
SA-6
SA-7
SA-8
Subareas (Flag Officer Commands) Rotate annually as Area Coordinator
Each Subarea:
Subarea Coordinator
Assistant Subarea Coordinator
Each Unit:
Activity Chairperson
Auditors
Auditors
Campaign Key Persons
Key Workers
Key Workers
Key Workers
Key Workers

5. NMCRS Locations Directors:
Naval Base SD: Mr. Barry White (619) ,
MCRD SD: Ms. Isabel Gonzalez (619) ,
NAS North Island: Ms. Traci Schuck (619) ,
MCAS Miramar: Ms. Leah Miller (858)

6. Pathway for Success 100% contact with ALL active duty personnel
Encourage participation: A little bit, helps a lot
Kick Off Events!
Start Early; enthusiasm from top down
Take advantage of all hands events
Testimonials
Base Marquee Signs
Weekly Base newspapers / s

7. Meaningful Contact Talk to ALL active duty* personnel
Educate on what NMCRS does
Fill out donation slips ahead of time with the persons name, rank, command
*Civilians / Reservists cannot be solicited, but may voluntarily contribute

8. Methods for Individuals to Donate
Online/Credit Card
Payroll Allotment
Check
Cash

9. Marine Online CANCELLED for 2015 Added in 2012 ADFD AND MARINE ONLINE
Marine OnLine (MOL) is the electronic payroll system, administered by DFAS, for all active duty USMC personnel. Each USMC member has secure, online access to his or her pay record and can make allotment changes to his or her pay record. The MOL charity event system was added to the suite of MOL applications in This application is opened for voluntary donations to the NMCRS between 1 March and 30 April each year. Marines may elect to receive an from MOL announcing the start of the ADFD.
Once logged into MOL, eligible Marines will be directed to the charity event system with options to do one of the following
--Make a donation
--Elect not to make a donation
--Return later
Once an election is made, MOL will signify contact has been made with the NMCRS Key Person. Subsequent reminders will be generated at the 15 and 30 day marks after the ADFD starts if one of the these elections is not made.
To donate via allotment, Marines must be active duty component and have an end of current contract (ECC) no earlier than 31 July of the fund drive year. Other methods of donation are available, such as cash or check delivered to Key Persons, or credit card payment through nmcrsfunddrive.org. If the allotment option is chosen, the first allotment will be processed with half of the monthly donation amount deducted on the 1st and 15th of each payday, beginning in June. Allotments will automatically terminate with final deduction on 15 May of the following year.
If no election is made and a Marine elects to return to the charity event system later, the system can be accessed through the resource tab by selecting the NMCRS hyperlink.
Contributing to the NMCRS using MOL is a convenient method for active duty Marines to make charitable donations. However, active duty Marines may still submit the traditional paper contribution form indicating their desired charitable allotment information to their Key Person if they choose not to use MOL. Local commander/unit Key Persons will have access to Contribution Summary and Not Contacted reports. The Contribution Summary report displays the reporting unit code, number of Marines notified, number of Marines electing via MOL, and the total monetary donation. The Not Contacted report displays all Marines who have not been contacted via MOL thus giving the local commander/unit Key Person a method for ensuring 100 percent contact is made.
NMCRS Headquarters has access to a Contribution Summary report that displays total Marines notified, total Marines electing via MOL, and total monetary donations.

10. Online Donation May elect one-time payment or monthly recurring
May elect one-time payment or monthly recurring
For record keeping, request online donors to also fill out a contribution form 5

11. Contribution Form Completely Filled Out for:
Allotments, cash, check, and online donations
Write Legibly & Press Hard to Transfer Carbon Copies

12. ENSURE 12-MONTH TOTAL IS A WHOLE DOLLAR AMOUNT AND IS DIVISIBLE BY 12
Contribution Form
Left Half
Individual fills in box indicating MONTHLY dollar amount
Or chooses OTHER, and indicates amount; Minimum monthly amount is $1.00
$2.00
$24.00
Multiply by 12; enter in 12-month Allotment TOTAL $
ENSURE 12-MONTH TOTAL IS A WHOLE DOLLAR AMOUNT AND IS DIVISIBLE BY 12

13. Write Legibly & Press Hard to Transfer Carbon Copies
Contribution Form
Individual fills in:
Right Half
Name
Paygrade
Full SSN for Allotments
John H.
Doe
E-1
Duty Station
MCRD San Diego
Co D, 1st Bn, RTR /
Command & UIC/RUC
End of Active Service
Status (Active Duty USMC)
$0.00
Fill in total of check, cash, or credit card amount; enter $0.00 if giving by Monthly Allotment
Write Legibly & Press Hard to Transfer Carbon Copies

14. Contribution Form Bottom Signatures Portion
Capt I.M. Awesome
John H. Doe
1 Mar 2015
Individual Signs and Dates
Key Person Signs
Write Legibly & Press Hard to Transfer Carbon Copies

15. Key Person Ensures Form is Completely Filled Out
Contribution Form
John H.
Doe
E-1
MCRD San Diego
Co D, 1st Bn, RTR /
$2.00
$0.00
$24.00
Capt I.M. Awesome
John H. Doe
1 Mar 2015
Key Person Ensures Form is Completely Filled Out

16. Contribution Form
Ensure carbon copy transferred to Copy 2 & 3; Handwrite in if needed
Copy 1 will go to PSD / Payroll Office (Original to DFAS)
Copy 2 will go to Activity Chairperson
Give Copy 3 to Individual (after thanking them of course)

17. Collection Logs (Form 2)
Capt Awesome
Co D, 1stBn, RTR
Rct John H. Doe
1 Mar 2015
$24.00
Rct Adam R. Smith
1 Mar 2015
$120.00
Key Person annotates Copy 2 of Contribution Forms Collection Log (Form 2)
Put ANNUAL Allotment amount on electronic copy of Collection Log (Form 2)
CHANGE 1 to the ADFD Manual, we added an Online Credit Column to the Collection Log (Form 2)
Enter totals on last line of form
144.00
0.00
0.00
0.00
(FORM 2)

18. Collection Logs (Form 2)
Capt Awesome
Co D, 1stBn, RTR
1 Mar 2015
$24.00
Rct Adam R. Smith
1 Mar 2015
$120.00
Place Copy 2 of Contribution in order as listed on Collection Log
Key Person --> Activity Chairperson
Activity Chairperson maintains copy for 2 years (pg. 7 of manual)
144.00
0.00
0.00
0.00
(FORM 2)

19. Pay Transmittal (Form 3)
RTR, MCRD SD, 34100
1 Mar 2015
IPAC, MCRD SD 2
144.00
Rct Doe, John H. $
Place up to 20x Copy 1 of Contribution Forms in order on Transmittal (Form 3)
Key Person --> Activity Chairperson
Rct Smith, Adam R. $
Activity Chairperson Fills out and Signs Bottom Left portion
Payroll Office Rep fills out and signs Bottom Right portion
C. A. America
20 Apr 2015
Ms. Macklin
C. A. America
RTR, S-3
Ms. Macklin RAB, IPAC, MCRDSD
Activity Chairperson maintains copy for 2 years (pg. 7); Encloses all (Form 3) in Final Report

20. Cash or check donations
Checks paid to: Navy-Marine Corps Relief Society Fund Drive Account
Fill out Contribution Form, SSN’s not req’d
Keep cash & checks in a secure place
DO NOT put in your personal account
Deposits are made at any Chase Bank
Make deposits at least weekly and get deposit receipt in duplicate
Use preprinted deposit slips NMCRS account# 
List checks on separate lines-include command and UIC/RUC on check
DO NOT send cash through the mail-if it’s the only way send to Chase by Mail, PO Box 36520, Louisville, KY
Will need to list each deposit on Final Report (Form 6)

21. Unit Weekly Report (Form 4)
Activity Chairpersons submit electronic version to Subarea Coordinator by COB Wednesday
Electronic copy provided in Excel spreadsheet

22. Unit Weekly Report (Form 4)
Top Half
Activity Chairperson will use Subarea # & Unit Code as listed on Subarea Summary Report Example shown will be for RTR of Subarea 6, 1st weekly report which will be due 4 March 2015
2015
6 / RTRMCRD
RECRUIT TRAINING REGIMENT
1 / 4 MAR 15

23. Unit Weekly Report (Form 4)
Top Half
Enter in Total Number of Active Duty Personnel on Board / on Hand at the unit/command
Enter in the amount that were contacted for this week, it will automatically added to Total Contacted each week
2015
6 / RTRMCRD
RECRUIT TRAINING REGIMENT
1 / 4 MAR 15
IMA IMA
IMA
IMA IMA IMA
Fill in WEEKLY CONTRIBUTIONS and WEEKLY BANK DEPOSITS as it pertains to each weekly report
Activity Chairperson Initials each line
3659
Activity Chairperson provides Name and Phone Number
Capt C. A. America,

24. Unit Weekly Report (Form 4)
Bottom Half
Each weekly report will automatically total at the bottom half
Provide name of Person who audits / reconciles report
Each week has its own spreadsheet tab
Activity Chairperson sends to Subarea Coord

25. Subarea Weekly Report Subarea Reports are due COB Thursday
Fill out names of preparer, reviewer, and approver
Again, weekly tabs will auto-total on Total Tab

26. Final Report (Form 6) Due NLT 15 May 15
Per SECNAV, each commander is responsible for the campaign
Every unit commander or OIC will sign their report
Activity Chairperson signs bottom left

27. Final Report (Form 6) 3 Enclosures: Electronic Copy Provided
Bank Receipts
Command Audit Report (Form 7)
Payroll Transmittal Forms (Form 3)
Electronic Copy Provided

28. Final Report (Encl 1) Enclosure (1):
Activity Chairperson keeps all original receipts throughout the campaign; maintains for 2 years
Provides a scanned copy for Final Report
Deposit Slip copies are not required, but good to have / show cash / check breakdown
Enclosure (1)

29. Command Audit (Encl 2)
Enclosure (2) : Activity Chairperson or Auditor should fill out and submit as to Unit CO/OIC in Final Report:
Lines a. & b. should match
Line c. is what Payroll / PSD reports the unit turned in with Copy 1 of Contributions Forms & Transmittal (Form 3)
Lines d. & e. should match, and verified by receipts (enclosure 1)
Line f. is the amount if receipts are missing
Line h. is total cash & check listed in Collection Logs
Line i. is the total amount of all funds collected
Enclosure (2)

30. Pay Transmittal (Encl 3)
RTR, MCRD SD, 34100
1 Mar 2015
Activity Coordinator will provide redacted copies, SSNs not required, of all Pay Allotment Transmittal Forms as enclosure 3 to Final Report
IPAC, MCRD SD 2
144.00
Rct Doe, John H. $
Rct Smith, Adam R. $
C. A. America
20 Apr 2015
Ms. Macklin
C. A. America
RTR, S-3
Ms. Macklin RAB, IPAC, MCRDSD
Enclosure (3)

31. Battle Rhythm Campaign Officially Starts!
Week 1 Unit Reports to Subarea Coord’s
Week 1 Subarea Report to MCRD
Week 1 Area Report to BGen Bierman
Week 2 Unit Reports to Subarea Coord’s
Week 2 Subarea Report to MCRD
Week 2 Area Report to BGen Bierman
Week 3 Unit Reports to Subarea Coord’s
Week 3 Subarea Report to MCRD
Week 3 Area Report to BGen Bierman
Week 4 Unit Reports to Subarea Coord’s
Week 4 Subarea Report to MCRD
Week 4 Area Report to BGen Bierman

32. Battle Rhythm Campaign Officially Ends 
Week 5 Unit Reports to Subarea Coord’s
Week 5 Subarea Report to MCRD
Week 5 Area Report to BGen Bierman
Week 6 Unit Reports to Subarea Coord’s
Week 6 Subarea Report to MCRD
Week 6 Area Report to BGen Bierman
Week 7 Unit Reports to Subarea Coord’s
Week 7 Subarea Report to MCRD
Week 7 Area Report to BGen Bierman
Week 8 Unit Reports to Subarea Coord’s
Week 8 Subarea Report to MCRD
Week 8 Area Report to BGen Bierman
Week 9 Unit Reports to Subarea Coord’s
Week 9 Subarea Report to MCRD
Week 9 Area Report to BGen Bierman
Campaign Officially Ends 

33. Review Organization Subarea Campaign Management Donations
SA-1
SA-2
SA-3
SA-4
SA-5
SA-6
SA-7
SA-8
Organization
Subarea Campaign Management
Donations
Collection Logs & Transmittal Forms
Weekly & Final Reports

34. Questions? Primary Campaign Coordinator
Colonel Todd R. Finley, (619) ,
Lead Area Coordinator
Maj Matthew A. Treptow, (619) ,
Area Treasurer
GySgt Patricia Winebrenner, (619) ,