FY17 Command Brief Defense Finance and Accounting Service

Transcription

1 FY17 Command Brief Defense Finance and Accounting Service Bob Edwards Director, DFAS Cleveland

2 Our Foundation We are... The world s largest finance and accounting operation. Our Vision... To be a recognized leader in financial management by consistently delivering first-class service and products. Our Mission... Lead our customers in finance and accounting by ensuring the delivery of efficient, exceptional quality pay and financial information. Our Core Values... Integrity: Doing what is right Service: Striving to be a trusted financial partner Innovation: Creating new ways to do business 2

3 Our Customers All DoD military, retirees, annuitants and civilian personnel Major DoD contractors and vendors Customers outside the DoD: Executive Office of the President Department of Energy Department of Veterans Affairs Department of Health & Human Services Broadcasting Board of Governors 3

4 Our Footprint Note: DoD Base Budget and OCO Funds Only 4

5 Our Locations 5

6 Organizational Structure DFAS Director Principal Deputy Director Deputy Director Strategy & Support Deputy Director Operations Info & Technology Human Resources General Counsel ESS DFAS CL Enterprise Mgmt Svcs EEO Internal Review DFAS IN JA Strat, Policy & Reqmnts Human Capital Chief of Staff EU RO DFAS CO LI Resource Mgmt Corp Comm TEX 6

7 Mission Area Views 7

8 Pay Services 2.3M military members AGENCY ~6.4M customers paid 2.9M retirees & annuitants 1.2M civilians 631K military members DFAS-CL ~3.8M customers paid 2.9M retirees & annuitants 314K civilians Impact to Agency Amount Disbursed (billions) Transactions Processed (millions) DFAS-CL All Other Sites 8

9 Audit Readiness 17 Consecutive unmodified opinions DFAS Working Capital Fund 21 Consecutive unmodified opinions Military Retirement Fund 7 SSAE18 examinations completed Unmodified: Civilian Pay, Contract Pay, Disbursing, Military Pay* Modified: Defense Cash Accountability System (DCAS), Financial Reporting*, Vendor Pay* * anticipated Supporting Navy & USMC Full Financial Statement Audits 9

10 DFAS Cleveland Our Business 1.6M inquiries in Cleveland Customer Care Center 27K System Access Requests 275K Garnishment transactions 101M Disbursement & Collection transactions for $347B in Cleveland **************************************** $1.6B Disbursements in Japan 631K Military Pay accounts 314K Civilian Pay accounts 500K invoices in Cleveland ******************************** 58K invoices in Japan 109M Accounting transactions in Cleveland ************************* 5M Accounting transactions in Japan 2.9M Retired and Annuitant customers 10

11 Cleveland Organizational Structure Chief of Staff Director DFAS Japan Site Support Office Deputy Director DoN Client Executive Liaison Executive Liaison to the VA Accounting Customer Support / Services Finance Audit Customer Care Center Civilian Pay Departmental Reporting Disbursing Military Pay Accounts Maintenance & Control Systems Retired & Annuitant Pay Accounts Payable Garnishment Accounts Receivable 11

12 Our Workforce Experience 21% 6% 14% 19% < % Education 34% 13% Assc/Some College Bachelor's Master's 1% 18% 35% Doctorate No College 12

13 Retired & Annuitant Pay and You Oversee, manage all aspects of retiree & annuitant pay accounts Partner with VA pertaining to customers with overlapping entitlements Provide timely, pertinent information Current Initiatives Blended Retirement DFAS-VA Data Sharing Author requests for Legislative changes SBP Premiums out of CSRC 13

14 Our Call Center Workforce 281 Employees 215 Customer Service Representatives Tax Season Mid December Mid April Update your password early 14

15 Our Call Center (contd.) Call Back Assist Self Service mypay AskDFAS 160,000 22% 140, , ,000 80,000 60,000 40,000 20,000 - Self Service Capability Total Calls 15

16 Making Contact By Phone Asking a question or making a change Miss a question & start over! Choose appropriate option on call tree Answer challenge question #1 Answer challenge question #2 Answer challenge question #3 Talk CSR thru address change Answer challenge question #5 Answer challenge question #4 16

17 Other Tools mypay Secure logon in privacy of home Make the change you desire Convenient Reliable Faster 17

18 mypay by the Numbers Total Population # Active Users % Population DOE 11,529 11, % DoD Civilians 841, , % Navy 449, , % BBG 1,612 1, % Air Force 572, , % VA 433, , % Army 1,207,139 1,046, % JROTC Instructors 6,993 6, % HHS 95,883 82, % Cadet/Midshipman 17,263 14, % MSC 6,648 5, % HPIP Students 5,216 4, % Marine Corps 363, , % NAF 34,111 21, % Retirees 2,254,333 1,165, % ROTC Students 31,574 13, % Former Spouses 136,477 19, % Annuitants 328,388 30, % EPA % 18

19 Other Tools Online Sites 19

20 Contact Us Notify in writing of life changing events (e.g., birth, death, divorce) Send a copy of official document Birth certificate Divorce decree Death certificate Include brief letter that provides: Your name (please print) Your SSN Reason for the letter Your signature and the date 20

21 New Mailing Address Ms. Retiree 123 E. Service St Medina, OH Defense Finance and Accounting Service U.S. Military Retired Pay 8899 E. 56 th Street Indianapolis, IN Mr. Annuitant 5423 E. Honor Blvd Milwaukee, WI Defense Finance and Accounting Service U.S. Military Annuitant Pay 8899 E. 56 th Street Indianapolis, IN

22 Thank You for Your Service You are the reason we exist we re continually evolving our business to improve services and tools to serve you better 22