1. USDA Transition to GSA SmartPay® 2 - Purchase
APC/LAPC Information

2. 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
Phase 4

3. 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:

4. 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

5. SmartPay®2 Overview What is SmartPay®2?
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
Phase 4

6. SmartPay®2 Overview What’s New for USDA?
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
Phase 4

7. 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

8. 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

9. SmartPay®2 Overview What’s New for USDA?
Hierarchy Structure
Levels
PCMS (Old)
Access Online (New)
Level 1
All Government
USDA
Level 2
Purchase
Level 3
Agency
Level 4
Region
Agent
Level 5
Unit
Company
Level 6
Subunit
Division
Level 7
Department

10. SmartPay2 Overview Purchase Card Design - Front

11. SmatPay2 Overview Travel Card Design - Front

12. SmatPay®2 Overview Purchase/Travel Card Design - Back

13. SmartPay®2 Overview Fleet Card Design - Front

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

15. SmartPay®2 Overview Coordinators’ Roles and Responsibilities
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)

16. CCSC Website Home Page

17. CCSC Website Purchase Card Home Page

18. CCSC Website Purchase Card – Regulations, Policy & Guides

19. in the U.S. Department of Agriculture:
A Message From U.S. Bank …
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