Federal Acquisition Service U.S. General Services Administration Navigating the New GSA SmartPay Website Sarah Smith Varuna Singh Office of Charge Card

Federal Acquisition Service

U.S. General Services Administration

Navigating the New GSA SmartPay WebsiteNavigating the New GSA SmartPay Website

Sarah SmithVaruna SinghOffice of Charge Card Management (OCCM)

12th Annual GSA SmartPay Training ConferenceAugust 10 – 12, 2010

Sarah SmithVaruna SinghOffice of Charge Card Management (OCCM)

12th Annual GSA SmartPay Training ConferenceAugust 10 – 12, 2010


Value to the Customer

Learn how to navigate the New GSA SmartPay Website

Understand how the website can enhance your GSA SmartPay charge card program

Share your feedback about the new website

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Agenda Welcome to the New GSA SmartPay Website

Background & Benefits

What’s Inside the website

Program Coordinators

Cardholders

Business & Vendors

The New GSA SmartPay Blog

Live Demonstration

Group Discussion

Questions

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Welcome to the New GSA SmartPay Website!

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Background & Benefits According to Office of Charge Card Management (OCCM) FY 09 Customer

Survey results, improving the GSA SmartPay website had the potential to improve overall customer satisfaction

The website was developed based on website best practices to support collaboration between agencies/organizations and GSA SmartPay staff to share the latest information and resources, program developments, lessons learned, best practices, and more!

Benefits of the new website include: Easier role-based navigation throughout the website and improved end

user experience Increases awareness of Office of Charge Card Management (OCCM) tools Focuses on making information easy to find Serves as a communications tool to share information between

agencies/organizations Supports Obama Administration’s Web 2.0 Communication strategy

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Polling the Audience

How many audience members are:

A. A/OPCs

B. Cardholders

C. Both A/OPC and Cardholder

How often did you visit the old GSA SmartPay website?

A. At least once a month

B. Once a month

C. Once a year

D. I never visited the old website

E. I never knew that a website existed

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?


What’s Inside the Website


Enter the new GSA SmartPay website from a user’s perspective that is specific to you…

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What’s Inside: About GSA SmartPay

Learn about what’s new at GSA SmartPay and share your innovative ideas through the feedback form

View spreadsheets containing current data and statistics for the GSA SmartPay 2 Purchase, Fleet, and Travel Cards

Review the latest on legislation updates related to the GSA SmartPay program and submit comments, questions, or ideas to the GSA SmartPay staff

Find the tools/resources used to help agencies/organizations plan for and implement the transition to GSA SmartPay2

Browse the GSA SmartPay2 card designs (Purchase, Fleet, and Travel Cards) Access policies related to the GSA SmartPay program and a summary of key

highlights as they related to the program9


What’s New

Share an innovative idea with the GSA SmartPay team

Learn about new products and services

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Program StatisticsAccess Program Statistics as raw data or in a report format, which includes spend, transaction, and cardholder statistics for each program by agency/organizationSome reports include:

Total Agency Reports Total Agency History Agency Travel

Breakdown Total Program History Statistics by Bank

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How often have audience members used the GSA SmartPay website to access program statistics?

A. Once

B. More than once

C. Never

D. Not Applicable - I did not know I could access program statistics on the GSA

SmartPay website

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?



How many audience members think they will use the GSA SmartPay website to access program statistics?

A. Yes, this seems helpful

B. No, this is too complicated

C. I don’t know

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?


Legislation Update

Browse information on the most recent legislation information, including:A brief summary of the legislationStatus updates (if applicable)Provide your comments/ questions directly to the Office of Charge Card Management

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Transition ToolkitAccess valuable tools and resources that were available during the transition to GSA SmartPay2:What does this transition mean to me?Transition Tools and ToolkitGSA SmartPay2 Communication Campaign

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Logos & Designs

Browse, download, and print the GSA SmartPay2 card designs

Access the JPG Format

Access the GIF Format

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Tax InformationDownload and print a copy of the latest state Response Letters

Click on any of the states highlighted in red to access their tax exemption letter

Some states are still formulating their tax exemption policies and have not provided GSA SmartPay with a response letter

State Response Letters will be updated upon receipt

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PoliciesBrowse relevant legislation and regulations and understand how they pertain to the GSA SmartPay2 programOMB Circular No A-123 Appendix B—browse polices and procedures related to maintaining internal controls to reduce the risk of fraud, was, and error in government charge card programsFederal Acquisition Regulations (FAR)—access the principal set of rules in the Federal Acquisition Regulation SystemFederal Travel Regulation (FTR)—visit FTR and related filesPer Diem Rates--access current per diem rates, which GSA establishes for destinations within the continental US (CONUS); access links to foreign rates established by the State Department and non-foreign rates, set by DODPublic Laws—browse public laws and sources for public laws related to the GSA SmartPay program, such as TIPRAAmerican Recovery & Reinvestment Act of 2009 (ARRA) Spending—review guidance and memos on how your GSA SmartPay charge card and contracting bank can help you meet ARRA requirements

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Program Coordinators


What’s Inside: Program Coordinators

Access information about the benefits of a GSA SmartPay card, how to report a lost/stolen card, how to protect your card

Learn how to apply best practices to help manage your GSA SmartPay charge card program

Access online training for both cardholders (travel and purchase) and coordinators, obtain training completion certificates, register for on-site training with GSA SmartPay contracting banks

Access the current GSA SmartPay2 Master Contract and the original GSA SmartPay1 Master Contract

View a list of general frequently asked questions (FAQs), and FAQs tailored for agencies/organizations and Fleet Cards

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Program & Card Basics

Develop a basic understanding of the GSA SmartPay Program and card basics:Information on the Master Contract and card qualificationsDetails about administrative cost savings, discount programs, agency refundsInstructions and guidelines for reporting a lost or stolen cardGuidance for identifying, detecting, avoiding, and reporting fraud and misuseUser Guides on how to manage your GSA SmartPay programInstructions on how to participate in the program

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Managing Your ProgramAccess valuable information for managing your GSA SmartPay Program and gain a better understanding for managing business-line specific programs

Managing your Travel Card Program

Managing your Purchase Card Program

Managing your Fleet Card Program

Managing your Integrated Card Program

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TrainingAccess relevant training materials all in one consolidated page

Travel Cardholder Training

Travel A/OPC Training

Purchase Cardholder Training

Purchase A/OPC Training

Bank On-site Training Registration

GSA SmartPay Training

Other Training23


Contract Documents

View and download the GSA SmartPay1 and 2 Master Contracts

Master Contracts

Task Orders

Current Bank Specific Contract Pricing

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FAQsBrowse a variety of FAQS that are tailored for different categories

What alternatives are available instead of charge cards?

What policies exist regarding the use of the charge card?

What supplies and/or services are offered under the Fleet Card?

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Cardholders


What’s Inside: Cardholders

Access information about the benefits of a GSA SmartPay card, how to report a lost/stolen card, how to protect your card, and more

Learn about the four GSA SmartPay business lines (Travel, Purchase, Fleet, and Integrated Cards)

Access online cardholder training (travel and purchase), obtain training completion certificates, register for on-site training with GSA SmartPay contracting banks

Access the current GSA SmartPay2 Master Contract and the original GSA SmartPay1 Maser Contract

View a list of general frequently asked questions (FAQs), and FAQs tailored for cardholders and Fleet Cards

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Business & Vendors


What’s Inside: Business & Vendors

Access information about accepting and recognizing a GSA SmartPay card

Learn about the different types of accounts within the GSA SmartPay program and state specific taxes

View a list of general frequently asked questions (FAQs), and FAQs tailored for businesses and vendors

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Accepting GSA SmartPay Charge CardsAccess relevant information on recognizing and accepting the GSA SmartPay charge cards

Review the different charge card designs

Identify what number the cards will begin with

Understand how to accept the card

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Now that you have a better understanding of the new website features, what is the likelihood that you will direct businesses and vendors to the new GSA SmartPay website?

A. Likely – I think the information is useful

B. Unlikely – I don’t think businesses and vendors will find this information useful

C. I don’t know

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?General discussion:

What additional information should be included on the GSA SmartPay website for business and vendors?


The New GSA SmartBlog



How many audience members have used a blog before:

A. I have no idea what a blog is

B. I have read a blog before

C. I have written a blog before

D. I have read and written a blog before (B and C)

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?


What’s New: GSA SmartBlog

Support collaboration between agencies/organizations and GSA SmartPay staff to share the latest in online program developments, lessons learned, best practices

The GSA SmartPay Program Office writes a regular blog about developments at GSA SmartPay

Users can subscribe to the blog

Users can respond to the blog

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About BloggingWhy Blog?

Clarify important charge card issues

Share best practices

Discuss relevant updates and initiatives as well as solicit feedback from the GSA SmartPay community

SmartBlog Comment Policy

GSA SmartPay will post all comments, except those that: Contain vulgar language, offensive terms, or personal attacks of any kind

Promote services or products

Are far off-topic

To protect your own privacy and the privacy of others, please do not include phone numbers or email addresses in the body of your comment

GSA SmartPay does not post anonymous comments

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Now that you have a better understanding of blogs, what is the likelihood that you will visit the SmartBlog?

A. Likely – I will visit the SmartBlog

B. Unlikely – I still don’t understand blogs

C. Unsure

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?General discussion:

What are some topics you would like to see included on the SmartBlog?


Live Demonstration/ Group Discussion


Discussion Topics

New Online Training Features

State Tax Information Pages

SmartBlog – Building an online community

New Legislation Comment Process

Eligibility for New Agencies (Online Form)

Expanding Statistics/ Reporting

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Questions


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Thank you, and be sure to visit the website often!Please provide your feedback and suggestions for the new

website!

Contact UsSarah Smith, [email protected]

Varuna Singh, [email protected]

GSA SmartPay Program Support Phone: (703) 605-2808

E-mail: [email protected]


Thank you!