DEPARTMENT OF THE NAVY OFFICE OF THE ASSISTANT SECRETARY (FINANOAL MANAGEMENT AND COMPTROLLER) 1000 NAVY PENTAGON WASHINGTON, DC

Transcription

1 DEPARTMENT OF THE NAVY OFFICE OF THE ASSISTANT SECRETARY (FINANOAL MANAGEMENT AND COMPTROLLER) 1000 NAVY PENTAGON WASHINGTON, DC Ser fmo/ 23 MAR From: To : Subj : Ref : Encl : De puty Assistant Secretary of the Navy (financial Operations) Command er, Navy Installations Command Commander, Marine Corps Installations Command, G DISTINGUISHED BANK AND CREDIT UNION AWARD NOMINATIONS (a} DoDfMR Vol. 12, Ch 33 (1) DON Distinguished Bank and Credit Union Awa rd Nomination Form The Department of the Navy (DON) has on- base Banks and Credit Unions (fis} that provide a wide array of products and services to the Installation Commander (IC} and those working on t he installation. Exampl es of the f i nancial product s and services they provide are : financia l education, financial counseling, a nd c hecki ng/savi ngs accounts for bot h i ndi v i dual s and organizations. 2. rhe Assistant Secretar y of the Navy (fi nanci a l Management and Comptr oller} recognizes on-base fis that provided e x t raordina r y ser vice, comply with reference (a}, and suppor t to commands and their personnel. This recognition is based on r ecomme ndations submitted by IC. The Departmen t of Defense "Communii:y Banks" overseas ai::e undei:: contract and therefore are not eligible for this award. 3. In 2017, thr ee Fis will be recognized : o ne large a nd one small credit union award, and o ne bank award. The Defense Credit Union Council has defined a large credit as one whose total assets exceed $1 billion dollars. Based on Lhe asset criteria, the following we r e d eemed as lar ge credit unions : Ame r i can He rita ge Fed e r al Cr edi t Union, California Cr edit Union, Chartway f ederal Credit Un ion, financia l Par tners Cr edi t Un i on, Kitsap Community Credit Union, Members i t federal Credii: Union, Na v y Ar my Community Credit Union, Navy federal Credit Union, Pen Air federal Credit Uni on, South Carolina Federal Credit Union,

2 Subj : 2017 DISTINGUISHED BANK AND CREDI T UN I ON AWARD NOMI NATIONS and VyStar Credit Union. Winning Fis will be presented a plaque at their respective annual conferenc e. Should ther e only be one FI i n a category, they will be formally recognized. 4. An IC may nominate their on- base Fls by completing enclosure (1) and returning i t to my points of cont act {POCs). Nominations should provide speci f i c exampl es of actions taken by the on- base FI during 2017 and is limi ted to only two pages, excluding the cover letter. 5. Each nomination will be evaluated based on the following criteria : a..ll. signed cover memo f r om the IC with justification of nomination of the on-base FI. b. Completion of the Nomination For m. c. financial Products and Services offer ed du r ing 2017 (i. e. speci fic financi al education, combating predatory l ending, counseling, special loans, etc. ). If more than f i ve exampl es, p l ease distinguish the top five. d. e. How the on-base f l identified and addressed the personal and professional financial challenges of the installation population. Any support t he FI provi ded to enhance the moral and welf~re and handl ing of public funds. If more than five examples, p l ease d i sti ngui sh the top five. How the on- base FI assisted with providing support for the Blende d Retirement System (BRS) during 2017(i. e., BRS education, investment opportunities, e nr o llment, etc. ). f. Addit ional j ustificati on o f Award Select i on - what exclusive services were provided that makes this FI most deserving of the award. g. Submission of a current Operating Agreement (OA), signed by the lc (within the five year period) and the FI representative.. Submission of an OA, as r equi red i n ref erence (a), lease agreements do not qualify as an OA. 6. Nominations must include all of the above crit eria ($ a-g), 2

3 Subj : 20: 7 DISTINGUISHECJ BANK AND CRED:':' UNION A~IARD NOMINATIONS and should be submitted by electronic mail ( ) no later than close of business 4 April 2018 to my POCs, dean. hunstad@navy.mil and kr istina. a. davidson. ctr@navy.mil. Nomination packages received after the deadline will not be considered. Widest dissemination of this announcement is requested. 7. Any questions regarding the nomi~ation process should be addressee to Mr. Dean Hunstad or Krist1na ~avidson. They may be reached by phone at (202) and (202) ~ or by e~ail at dean. hunsladqnuvy.mil and kr istina. a. davidson. ctr@navy. mil. Copy to: DON/AA COMUSFL '!'FORCOM COM PAC FLT COMNAVSEASYSCOM COMNAVAIRSYSCOM COMSPAWARSYSCOM COMNAVSUPSYSCOM COMNAVFACENGCOM COMNAVSPECWARCOM COMNAVRESFORC0:--1 CHNAVPERS CNIC- NBO COM SC BUM ED SSP NIA ONR NAVSYSMGMTACT F'LOSUP?ACT ~R. ~-u KAREN L. FENSTERMACHER

4 Department of the Navy Distinguished Bank and Credit Union 2017 Award Nomination Form..J.'!'tallation Commanding Officer: I DSN: Mihtarv Tnstallatioir Nontinating Installation Liaison Officer: I DSN: Official '-I ru.ulllation Address: Oraocb of Sen-ice (Select ont) I US!\ I I USMC I I Financial lnstituuon Name Address Fiuancial Citv. State..lm insti tution ~o mi na tion Catesory (Select one) ( H ) Profil I mancial Institutional Size (Sdcct one) I Bank I j Credit Union r I Cornpliance R D.atc Opcraung As,rcemcnt \\'8~ Sli:ne<I:, Large D Small D Date service charge> and fee< were revie,.ed of.\ccomplishmcnt' Summ a r~ Whal unique Financial Products and Serv;ccs w<. 'n: pro,ided by )Our on-base Fl' (i.e.. spcc1fic financial educatton. combattng predatory lending, coun ~c lmg, special loans, etc...): Way' your on ba.'" Fl supported the rollout of the Blended Retirement System (BRS)'I (i.e. educational traini1111 on enrollment. inve~ 11ncn1 options to consider, special promolio n~ to encourage savuigs. etc.)

5 Department of the Navy Distinguished Bank and Credit Union 2017 Award Nomination Form What 2017 Operational 'Financ13l Challenge' did )IOU! on-ba-.e ~I address? (i.e. i11>tallatioo challenges.. Military Drsburswg Offices, accomodation of cxchan&c 5ernces. etc. ) What 2017 effort., make your on-base Fl d=rving of this a.. ard! (Be specific)