1. U.S. General Services Administration Federal Acquisition Service GSA SmartPay Online Tools Sarah Smith Office of Charge Card Management General Services Administration 2014 GSA SmartPay Virtual Training Forum Tuesday, July 29 at 11:30 a.m. Thursday, July 31 at 10:45 a.m.

2. Federal Acquisition Service Course Overview This course will discuss the following topics:  GSA SmartPay online tools and other offerings  Detailed tour of the GSA SmartPay website and free online training for cardholders and program coordinators  The new “Discussions with GSA SmartPay” online community — a private community using GSA Interact software, designed specifically for A/OPCs to share ideas and best practices

3. Federal Acquisition Service Agenda  History of the Website  Website Overview  Online Training  Discussions with GSA SmartPay using Interact

4. Federal Acquisition Service Where Did the Technology Begin?  The magnetic strip technology existed before charge cards as a storage method for audio recording technology  In the 1960s, Jerome Svigals and Forrest Parry discovered a new way to use existing technology and developed the magnetic strip charge card – the same one used today!  IBM developed the technology for free, hoping that it would be widely adopted. More transactions conducted, more demand for computer to process them, the more money they would make

5. Federal Acquisition Service GSA SmartPay Website Facts In November 2009, GSA SmartPay launched the GSA SmartPay website as a one stop shop for GSA SmartPay Program information:  The website receives between 90-100,000 visitors each month; enough to fill the Dallas Cowboys game in the AT&T Stadium!  Most popular page is the “SmartTax” page  Most visited states within SmartTax are Florida, Texas, California, and New York  Most downloaded file is the Georgia Tax Exemption Form

6. Federal Acquisition Service GSA SmartPay Website Facts (cont.)  Receive visitors from more than 50 countries; approximately 25% of all countries in the world  The US has the largest percentage of visitors and the most popular states include Maryland, Virginia, California, and Washington, DC

7. Federal Acquisition Service GSA SmartPay Online Training Facts In February 2011, GSA SmartPay expanded the website to include online training for A/OPCs and cardholders.  As of June 2014 there are over 585,000 registered GSA SmartPay online training users; that’s about the population of Milwaukee, Wisconsin

8. Federal Acquisition Service GSA SmartPay Website Outreach Where do I go to find the latest information on the GSA SmartPay Program?  GSA SmartPay Website Homepage  The website is the easiest and fastest way to find new information about the program.  https://smartpay.gsa.gov  Discussions with GSA SmartPay (Interact)  GSA SmartPay A/OPC private community for posting and contributing to discussions about the program  GSA SmartPay email updates

9. Federal Acquisition Service GSA SmartPay Website Outreach Where do I go to find the latest information on the GSA SmartPay Program?  Smart Bulletins – Provide guidance on charge card topics and issues such as OMB Memorandums, taxes and tax exemptions, surcharges, the environment, local travel, BPAs, and more  https://smartpay.gsa.gov/news/smart-bulletins Note: Smart Bulletins are located under News

10. Federal Acquisition Service GSA SmartPay Website Outreach Where do I go to find the latest information on the GSA SmartPay Program?  GSA SmartPay News: Articles and documents related to the GSA SmartPay Program  GSA SmartPay Events: Keep up-to-date on events, seminars, and conferences related to the program  Twitter – Follow us at: https://twitter.com/GSA_SP

11. Federal Acquisition Service GSA SmartPay Website Tools SmartTax Interactive Map – a quick way to locate your state and see if it is tax exempt or not for IBA cards.  Tax exemption status  POCs for each state  Forms  Links  Other instructions http://smartpay.gsa.gov/smarttax GSA SmartPay Website Tools

12. Federal Acquisition Service GSA SmartPay Website Tools Other SmartTax Information:  SmartTax Quiz with FAQs  Legal History (The Constitution and the US Supreme Court Decisions)  Tax information for vendors  Purchase, Travel, Fleet Specific  FAQ on surcharges  And more…  http://smartpay.gsa.gov/smarttax

13. Federal Acquisition Service GSA SmartPay Website Tools SmartPay Saves provides information about:  How the program works  Benefits  Refunds  Payment solutions  Innovation award winners  http://smartpay.gsa.gov/about-gsa- smartpay/how-it/works

14. Federal Acquisition Service GSA SmartPay Website Tools GSA SmartPay Charge Card Program Statistics:  Card Sales, Transactions, and Cardholder Data – updated monthly  GSA SmartPay Program Refund Information  CFO Reports – updated annually  Travel Card Delinquency Rates for IBA and CBA  Purchase Card Delinquency Rate  Overall Card Delinquency Rate  http://smartpay.gsa.gov/about-gsa- smartpay/program-statistics

15. Federal Acquisition Service GSA SmartPay Website Tools Savings Calculator:  Visual and interactive tool to demonstrate the impact of transferring additional types of spend to the GSA SmartPay program  Includes a graph and help guide

16. Federal Acquisition Service GSA SmartPay Website Tools Resources:  Guides and Publications  GSA SmartPay Presentations  How to Order – FREE! Contact:  Bank Points of Contact  Online Account Access links  Agency Bank Information  GSA SmartPay Points of Contact

17. Federal Acquisition Service GSA SmartPay Apps – Coming Soon! Travel Card SmartTax App  Displays state and tax exempt status information  FedRooms Hotel Directory  General Cardholder Information and Points of Contact  Travel Tips  Temporary Duty (TDY) Information  Airport Transportation  Location Based Services and Information (GPS)

18. Federal Acquisition Service GSA SmartPay Online Training Benefits to the Agencies:  Existing System  Free to Agencies  Meets the OMB Requirement Benefits to A/OPCs:  A/OPC training offered  Search for cardholders  Run reports at agency level Benefits to Cardholders:  Stores training certificates online  Easily edit and update your information  Receive 1 CLP credit per course

19. Federal Acquisition Service GSA SmartPay Online Training Register/Login  1 st time users will need to register  Click on “register here” to create a User Account  Select Job Function – Note: Level 1 A/OPCs must be manually verified  Login on the homepage  Forgot your password feature

20. Federal Acquisition Service GSA SmartPay Online Training My Profile:  Edit account information (name, address, agency, etc.)  Change password or security question  Quiz results – view certificate

21. Federal Acquisition Service GSA SmartPay Online Training My Training Courses:  Start Online Training  Take Quiz  Print/Download Certificate  “Printer Friendly” allows you to print the online training or you can save it as a PDF

22. Federal Acquisition Service GSA SmartPay Online Training Agency Training Reports—Training User Search:  Find a cardholder or A/OPC who has passed the online training  Search by first/last name or email View/Export Reports:  View all within your agency who have passed the online training selected  Save Reports as an Excel file – includes name, email, date completed, and score

23. Federal Acquisition Service Interact Online Community What is Interact?  Open, collaborative community for learning, communicating, and engaging across topics  Goal is to help increase government effectiveness through better communication and collaboration What are the benefits of using Interact?  GSA SmartPay has created an A/OPC community  Discuss issues related to the GSA SmartPay Program  Free software for agencies – open to all top level A/OPCs

24. Federal Acquisition Service Interact Online Community Registration:  “Create a New Account” on the homepage  Fill out the User account information  Check the box to agree to the terms of use  Click “Create a New Account”  An email will be sent to you for email verification

25. Federal Acquisition Service Interact Online Community Completing the registration process:  Click on the link provided in the email  Create a password by clicking on the “Log In” button (24 hours to complete this next step)  Create a password and click “Save”  Once you have completed these steps, you must email gsa_smartpay@gsa.gov to be addedgsa_smartpay@gsa.gov

26. Federal Acquisition Service Interact Online Community How do we add you to the group?  Once you send us your User ID, we use a search function to add you to the group

27. Federal Acquisition Service Interact Online Community Login:  Login name is displayed to other users Discussions with GSA SmartPay  Click on “Dashboard” and select “Discussions with GSA SmartPay” located below “My Groups”

28. Federal Acquisition Service Interact Online Community  Group Description  Upcoming Events  Members List  Featured Content  What’s Happening

29. Federal Acquisition Service Interact Online Community  Discussions – read and comment on the discussion topics listed  Documents – view/ download documents  Events – see details for the upcoming events  Polls – contribute to the poll questions

30. Federal Acquisition Service Interact Online Community Contribute  Create a Discussion  Upload a Document to share  Share an Event  Create a Poll

31. Federal Acquisition Service General Contact Information GSA Contact Information:  GSA SmartPay Program Support gsa_smartpay@gsa.gov or (703) 605-2808 gsa_smartpay@gsa.gov Bank Contact Information:  Citibank (http://www.cards.citidirect.com/welcome.asp)http://www.cards.citidirect.com/welcome.asp Customer Service: (800) 790-7206  JP Morgan Chase (https://www.paymentnet.com/Login.asp)https://www.paymentnet.com/Login.asp Customer Service: (888) 297-0781  U.S. Bank (https://access.usbank.com/cpsApp1/index.jsp)https://access.usbank.com/cpsApp1/index.jsp Customer Service: (888) 994-6722

32. Federal Acquisition Service Audience Questions

33. Federal Acquisition Service Thank you for your time and attention! Contact Information Sarah Smith sarah.smith@gsa.gov