United States Department of Agriculture Office of Procurement and Property Management USDA Transition to GSA SmartPay ® 2 - Purchase APC/LAPC Information

– USDA Charge Card Service Center – Purchase Card Training Agenda  Introductions  What is SmartPay2 (SP2)?  What’s New for USDA?  USDA Transition Information  USDA APC/LAPC Roles and Responsibilities  Charge Card Service Center (CCSC) Website

– USDA Charge Card Service Center – Purchase Card Training SmartPay®2 Overview Charge Card Service Center Team  Departmental Program Manager – John McCain  Transition/Implementation Lead – Veronica Nelson  Policy/Training Leads – Linda Wilson/Henry Hansen  Policy/Training PM Support – Tejal Patel  CCSC Address:  CCSC Website Address:

– USDA Charge Card Service Center – Purchase Card Training SmartPay®2 Overview U.S. Bank Relationship Management Team  Relationship Manager – Scott Kelly  Account Manager – Laura Horovitz  Product Trainers – Emily Stephans/Marsha Banovetz  Account Coordinator (Main contact for APC): Jen Dalhed

– USDA Charge Card Service Center – Purchase Card Training  New Government Card Contract under GSA  New Contract:  USDA Task Order Awarded: 5/29/2008  Base Period: 11/30/2008 through 11/29/2011  Option Periods: 11/30/2011 through11/29/2015 and 11/30/2015 through 11/29/2018  USDA Provider = U.S. Bank  Key Transition Requirements  New accounts will be created for all cardholders  Coordinator training will take the following three forms: Web-based training, Microsoft Office Live Meeting, and Instructor-led training  Cardholder and Approving Official (AO) training will be web-based  Certification required for all training  Purchase cards will be delivered directly to cardholder’s office address SmartPay®2 Overview What is SmartPay®2?

– USDA Charge Card Service Center – Purchase Card Training  New Card Design  New Dispute Rights Time Frame  90 days from transaction post date  Alternative Payment Methods  USDA Charge Card Service Center and Website  CCSC Address  FAQs for All Business Lines (Fleet, Travel, Purchase)  PCMS Replaced by Access® Online  Users Self-register to Obtain Access to Online System SmartPay®2 Overview What’s New for USDA?

– USDA Charge Card Service Center – Purchase Card Training SmartPay®2 Overview What’s New for USDA?  Mandatory Policy Training is Online  Card Activation will be Linked to Successful Completion of Training for Cardholders and AOs (FY 09)  Refresher Policy Training will be Provided Every 3 Years  Changes to Account Information is Real Time  Transaction Declines can be Reviewed Real Time  Blocked Merchant Category Codes  Purchase Card Prohibited for Official Travel and Fleet Related Transactions

– USDA Charge Card Service Center – Purchase Card Training SmartPay®2 Overview What’s New for USDA?  AOs will Review Selected Transactions and Approve Online  New Program Guides for Coordinators (APCs/LAPCs), AOs, and Cardholders – Under Development  Web-based Training  Managing Account  Organization Short Name  New Hierarchy Terminology

– USDA Charge Card Service Center – Purchase Card Training SmartPay®2 Overview What’s New for USDA?  Hierarchy Structure LevelsPCMS (Old) Access Online (New) Level 1All GovernmentUSDA Level 2USDAPurchase Level 3Agency Level 4RegionAgent Level 5UnitCompany Level 6SubunitDivision Level 7Department

– USDA Charge Card Service Center – Purchase Card Training SmartPay2 Overview Purchase Card Design - Front

– USDA Charge Card Service Center – Purchase Card Training SmatPay2 Overview Travel Card Design - Front

– USDA Charge Card Service Center – Purchase Card Training SmatPay®2 Overview Purchase/Travel Card Design - Back

– USDA Charge Card Service Center – Purchase Card Training SmartPay®2 Overview Fleet Card Design - Front

– USDA Charge Card Service Center – Purchase Card Training Milestone Effective Date  Completed cardholder enrollment form 8/29/08  Captured all maintenance and new cardholder set ups 8/30/08-11/10/08  Completed data validation process 9/15/08-10/1/08  U.S. Bank started creating USDA card accounts 10/1/08-10/15/08  BOA accounts closed 11/29/08 11:59 pm ET  U.S. Bank authorizes USDA accounts 11/30/ :01 am ET  Access Online setup and maintenance available 11/30/08  First USDA cycle date 12/7/08 SmartPay®2 Overview USDA Transition Information

– USDA Charge Card Service Center – Purchase Card Training  Participate in Training Sessions  Read Draft of DR  Be Familiar with the APC/LAPC Roles and Responsibilities  Know the Training Requirements for All Roles (i.e., Coordinators, Cardholders, and AOs)  Know your Points of Contacts (i.e., Agency, US Bank)  Communicate Information to your AOs and Cardholders (i.e., Card Mailing Dates, What to do with Old Cards, Deactivation, and Activation Timelines, Reconciling Transactions in PCMS) SmartPay®2 Overview Coordinators’ Roles and Responsibilities

– USDA Charge Card Service Center – Purchase Card Training CCSC Website Home Page

– USDA Charge Card Service Center – Purchase Card Training CCSC Website Purchase Card Home Page

– USDA Charge Card Service Center – Purchase Card Training CCSC Website Purchase Card – Regulations, Policy & Guides

– USDA Charge Card Service Center – Purchase Card Training To every A/OPC in the U.S. Department of Agriculture: U.S. Bank is honored to have been awarded the USDA Tailored Task Order for SmartPay ® 2, and we look forward to fulfilling our commitment to you. As members of the USDA Relationship Management Team, it is our privilege to work with you individually, providing your agency with the products and tools to manage the Purchase, Fleet, and Travel Card programs. – USDA Relationship Management Team A Message From U.S. Bank …