Federal Acquisition Service U.S. General Services Administration Navigating the New GSA SmartPay Website Sarah Smith Varuna Singh Office of Charge Card Management (OCCM) 12 th Annual GSA SmartPay Training Conference August 10 – 12, 2010 Sarah Smith Varuna Singh Office of Charge Card Management (OCCM) 12 th Annual GSA SmartPay Training Conference August 10 – 12, 2010

Federal Acquisition Service 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 2

Federal Acquisition Service 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 3

Federal Acquisition Service Welcome to the New GSA SmartPay Website! 4

Federal Acquisition Service 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 5

Federal Acquisition Service 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 6 ?

Federal Acquisition Service What’s Inside the Website

Federal Acquisition Service Enter the new GSA SmartPay website from a user’s perspective that is specific to you… 8

Federal Acquisition Service 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 program 9

Federal Acquisition Service What’s New  Share an innovative idea with the GSA SmartPay team  Learn about new products and services 10

Federal Acquisition Service Program Statistics Access Program Statistics as raw data or in a report format, which includes spend, transaction, and cardholder statistics for each program by agency/organization  Some reports include:  Total Agency Reports  Total Agency History  Agency Travel Breakdown  Total Program History  Statistics by Bank 11

Federal Acquisition Service Polling the Audience  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 12 ?

Federal Acquisition Service Polling the Audience  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 13 ?

Federal Acquisition Service Legislation Update Browse information on the most recent legislation information, including:  A brief summary of the legislation  Status updates (if applicable)  Provide your comments/ questions directly to the Office of Charge Card Management 14

Federal Acquisition Service Transition Toolkit Access valuable tools and resources that were available during the transition to GSA SmartPay2:  What does this transition mean to me?  Transition Tools and Toolkit  GSA SmartPay2 Communication Campaign 15

Federal Acquisition Service Logos & Designs Browse, download, and print the GSA SmartPay2 card designs  Access the JPG Format  Access the GIF Format 16

Federal Acquisition Service Tax Information Download 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 17

Federal Acquisition Service Policies Browse relevant legislation and regulations and understand how they pertain to the GSA SmartPay2 program  OMB 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 programs  Federal Acquisition Regulations (FAR)—access the principal set of rules in the Federal Acquisition Regulation System  Federal Travel Regulation (FTR)—visit FTR and related files  Per 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 DOD  Public Laws—browse public laws and sources for public laws related to the GSA SmartPay program, such as TIPRA  American 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 18

Federal Acquisition Service Program Coordinators

Federal Acquisition Service 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 20

Federal Acquisition Service Program & Card Basics Develop a basic understanding of the GSA SmartPay Program and card basics:  Information on the Master Contract and card qualifications  Details about administrative cost savings, discount programs, agency refunds  Instructions and guidelines for reporting a lost or stolen card  Guidance for identifying, detecting, avoiding, and reporting fraud and misuse  User Guides on how to manage your GSA SmartPay program  Instructions on how to participate in the program 21

Federal Acquisition Service Managing Your Program Access 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 22

Federal Acquisition Service Training Access 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 Training 23

Federal Acquisition Service Contract Documents View and download the GSA SmartPay1 and 2 Master Contracts  Master Contracts  Task Orders  Current Bank Specific Contract Pricing 24

Federal Acquisition Service FAQs Browse 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? 25

Federal Acquisition Service Cardholders

Federal Acquisition Service 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 27

Federal Acquisition Service Business & Vendors

Federal Acquisition Service 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 29

Federal Acquisition Service Accepting GSA SmartPay Charge Cards Access 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 30

Federal Acquisition Service Polling the Audience  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 31 ? General discussion: What additional information should be included on the GSA SmartPay website for business and vendors?

Federal Acquisition Service The New GSA SmartBlog

Federal Acquisition Service Polling the Audience  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) 33 ?

Federal Acquisition Service 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 34

Federal Acquisition Service About Blogging Why 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 addresses in the body of your comment  GSA SmartPay does not post anonymous comments 35

Federal Acquisition Service Polling the Audience  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 36 ? General discussion: What are some topics you would like to see included on the SmartBlog?

Federal Acquisition Service Live Demonstration/ Group Discussion

Federal Acquisition Service 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 38

Federal Acquisition Service Questions

Federal Acquisition Service 40 Thank you, and be sure to visit the website often! Please provide your feedback and suggestions for the new website! Contact Us Sarah Smith, Varuna Singh, GSA SmartPay Program Support Phone: (703)

Federal Acquisition Service Thank you!