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GSA SmartPay Online Tools

GSA SmartPay Online Tools. Sarah Smith GSA SmartPay Training Forum July 16-18, 2019. Overview. GSA SmartPay Website Online Training Training Reports Other Available Online Tools Communication Tools Looking ahead to 2020…. GSA SmartPay Website Tour.

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GSA SmartPay Online Tools

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  1. GSA SmartPay Online Tools Sarah SmithGSA SmartPay Training ForumJuly 16-18, 2019

  2. Overview • GSA SmartPay Website • Online Training • Training Reports • Other Available Online Tools • Communication Tools • Looking ahead to 2020…. https://smartpay.gsa.gov

  3. GSA SmartPay Website Tour • Offers a wealth of information about the program • Bridging the gap within our community of A/OPCs, AOs, account holders and others spread out across the world. • Mobile/ Tablet Friendly Did you know the GSA SmartPay Website is Celebrating 10 Years?! https://smartpay.gsa.gov

  4. Interesting Statistics about Website Usage https://smartpay.gsa.gov

  5. Navigating the GSA SmartPay Website • Top Navigation • Categorized by Business Line: Travel, Purchase, Fleet, Integrated • Homepage Ad • Most common clicks listed across the middle • Lower Navigation https://smartpay.gsa.gov

  6. GSA SmartPay Saves • General Information about GSA SmartPay • SmartPay Benefits • Key Players in the Purchasing Process • How GSA SmartPay works • Refunds https://smartpay.gsa.gov

  7. Master Contract • GSA SmartPay 3 Master Contract Terms and Conditions • Eligibility and Application • How to Obtain Task Orders https://smartpay.gsa.gov

  8. Statistics • Program Statistics Overview and Executive Summary • Monthly Sales, Transactions and Account Holder data • GSA SamrtPay Program Refunds • Interesting Data Metrics • CFO Reports • Top Vendor Reports • Card Statistics Reports for FPDS • Socioeconomic Statistics Reports https://smartpay.gsa.gov

  9. Savings Calculator • An interactive tool for agencies to demonstrate the impact of transferring additional types of spend to the GSA SmartPay program. • Gives estimates for savings in the areas of: • Contract • Grants • Local Travel Subsidy • Help guide for instructions https://smartpay.gsa.gov

  10. Policies • OMB Circular No A-123 Appendix B • OMB Memorandum M-13-21 • Federal Acquisition Regulations (FAR) • Federal Travel Regulations (FTR) • Per Diem Rates • Public Laws • American Recovery and Reinvestment Act https://smartpay.gsa.gov

  11. SmartTax • Legal History • How to Recognize your Account • Surcharges • Common Questions • US State Tax Map and Specific Tax Information (smartpay.gsa.gov/smarttax) https://smartpay.gsa.gov

  12. Smartpay.gsa.gov/SmartTax • Each state determines its own tax exemption status and procedures • CBAs are exempt in every state • IBAs are exempt in some states • All forms and instruction can be found here • All POC information can be found here https://smartpay.gsa.gov

  13. Business Lines • Each business line has it’s own dedicated section and includes: • Purchase/ Travel/ Fleet/ Integrated • Information for Program Coordinators and Account Holders on: • Roles and Responsibilities • How the Program Works • Best Practices • Common Questions https://smartpay.gsa.gov

  14. Resources • Resources for Account Holders/ AOs, Program Coordinators, Vendors and State/ Local Governments • Grouped by Business Line • Interact and Acquisition Gateway Community Information • Training Forum Presentations • Audit Repository https://smartpay.gsa.gov

  15. Contact • Bank Customer Service Centers • Phone Numbers • Online Account Access • Agency Bank Information • GSA SmartPay Support Center https://smartpay.gsa.gov

  16. Smart Bulletins • Provides Information and Guidance to Customer Agencies about Topics Such As: • New or Updated Policies • Regulations • Program Management Best Practices • Task Order Administration • Master Contract Changes • Related laws https://smartpay.gsa.gov

  17. News/ Spotlight/ Multimedia • News Articles related to the Program • Program Coordinator Spotlight and Agency Savings Spotlight • Multimedia and Videos • Mythbusters Series • Getting to Know GSA SmartPay https://smartpay.gsa.gov

  18. Events • GSA SmartPay events include in person and virtual training events that will benefit A/OPCs, AOs and others who help manage their agency’s program https://smartpay.gsa.gov

  19. New Strategic Payment Solutions • Card Not Present Solutions • Declining Balance Cards • Single Use Accounts • Mobile Payments • Ghost Cards • ePayables • Supplier Initiated Payments (SIP) • Straight Through Processing (STP) • Buyer Initiated Payments (BIP) https://smartpay.gsa.gov

  20. New Strategic Payment Solutions • Strategic Payment Solution Examples • Recurring Payments • New Employees, Temporary Employees, or Part-time Employees • Supplier Retail Operations • Specialized or Complex Invoicing Processes https://smartpay.gsa.gov

  21. GSA SmartPay Website Help • New GSA SmartPay Help Pages • Assist with most common questions about the GSA SmartPay website • Located on the Footer of the website under Contact. https://smartpay.gsa.gov

  22. OMB Training Requirement OMB Circular A-I23 Appendix B requires each agency to provide training to all account holders and account managers prior to appointment and every 3 years (or more often if required by your agency’s training policy) https://smartpay.gsa.gov

  23. What Does GSA Provide? • GSA offers FREEGovernment-wide training courses: • Travel Account Holder/ AO • Travel A/OPC • Purchase Account Holder/ AO • Purchase A/OPC • Fleet A/OPC (New!) • 1,034,850 registered users https://smartpay.gsa.gov

  24. Navigating the GSA SmartPay Training • First time users must register OR login if you have been here before • Select Training Course: • Purchase (Account Holder or A/OPC) • Travel (Account Holder or A/OPC) • Fleet (A/OPC Only) • Additional Training • Note: You do not need to login to view training content, only to complete the online assessment and receive your certificate. https://smartpay.gsa.gov

  25. Self Registration • Complete a one page, one time registration. This will allow us to store your training certificates for future reference. • Double check that your email and agency are correct. • Select your role (A/OPC or Account Holder) • Create your own unique user ID • Set up a password and security question https://smartpay.gsa.gov

  26. Training Courses Cover… • Program Overview • Key Program Participants • Program Coordinator/ Account Holder Responsibilities • Topics Specific to Business Line • Where to go for Questions • Policies/ Regulations • Risk Mitigation • Resources https://smartpay.gsa.gov

  27. Logged In Homepage • Welcome Message at the Top • Listing of Courses Offered • List of all quizzes and links to certificates https://smartpay.gsa.gov

  28. Review the Material • Click through the training by using the link on the bottom right. • The table of contents is listed under the grey “+” next to the red title bar. This provides a short cut to specific lessons. • Option to download the training as a PDF to view offline. • “Bookmark my place” allows you to re-enter the training at that point. https://smartpay.gsa.gov

  29. Completing the Quiz • At the end of each training course, you will be asked to complete a short quiz. • Each quiz has approximately 25 questions. • Click on “Start Quiz” to begin https://smartpay.gsa.gov

  30. View Quiz Results and Certificate • Results will display after you complete the final question in the quiz • Here you can review the questions you got wrong. • If you passed, you will receive a certificate. • If you did not pass, you can try again. https://smartpay.gsa.gov

  31. View Quiz Results and Certificate • Click on “My Certificates” to view a list of completed courses. • Click on “View Certificate” to view/ save/ print your training certificate for each course. • All training certificates are saved under the My Account/ My Certificates link at the top. https://smartpay.gsa.gov

  32. GSA SmartPay Professional Certification (GSPC) • Requirements include: • Complete Coursework, Hands on Experience, Maintenance Training Every 3 Years • Candidates will receive an email after the forum. • Complete the questionnaire • Certificates will be available under your account https://smartpay.gsa.gov

  33. My Account • View Your Information • Edit Your Information • My Certificates • My Results • Note: Level 1 A/OPC users are not able to edit their agency namefor security reasons. https://smartpay.gsa.gov

  34. Additional Training • GSA SmartPay Videos on Specific Topics • GSA SmartPay Mythbusters https://smartpay.gsa.gov

  35. Reporting Overview • Offer a variety of reports to meet agency needs including: • Your Personal Training Reports • General Reporting (Numbers only) • Monthly Trainee Report • Total Agency Quiz Report • Monthly Quiz Report • Detailed Reporting • Agency Trainee Report • Trainee Search https://smartpay.gsa.gov

  36. Reporting • Quizzes Taken by User • Quiz results for you, the A/OPC who is logged in • Similar to what you see under My Account/ My Certificates • Available for All Users https://smartpay.gsa.gov

  37. General Reporting • Monthly Trainee Report • The number of new user accounts registered per month • Overview only, no detail information • Export to CSV (Microsoft Excel compatible) https://smartpay.gsa.gov

  38. General Reporting • Total Agency Quiz Report • Total number of quizzes passed per quiz. • Filter by date • Overview only, no detail information • Export to CSV (Microsoft Excel compatible) https://smartpay.gsa.gov

  39. General Reporting • Monthly Quiz Report • Number of passed quizzes per month. • Overview only, no detail information • Export to CSV (Microsoft Excel compatible) https://smartpay.gsa.gov

  40. Detail Reporting • Agency Trainee Report • The passed quiz results for an agency, and / or a particular quiz. • Contains detailed information such as UserName, First Name Last Name, Email, Agency, Quiz, Score, Completed Dates and Results. • Export to a file and can open and manipulate in Excel • Filter by Quiz and Date https://smartpay.gsa.gov

  41. Detail Reporting • Trainee Search • Search for a specific account • Contains detailed information such as UserName, First Name Last Name, Email, Agency Quiz, Score, Completed Dates and results. • Export to a file and can open and manipulate in Excel • Filter by Quiz and Date https://smartpay.gsa.gov

  42. GSA SmartPay Training Help • New GSA SmartPay Help pages for Online Training • Answers most common questions about online training • Located on the footer under “Training Home” https://smartpay.gsa.gov

  43. Other Available Tools Online In addition to the GSA SmartPay website and online training website, GSA offers other tools. https://smartpay.gsa.gov

  44. GSA SmartPay Travel Card App • GSA SmartPay Travel Card App • The GSA SmartPay Travel Card App is available for iOS, Android and Blackberry devices through the Apple App Store, Google Play and Amazon App stores. Resources available through the app include A/OPC contact information, state-specific tax information, and more. https://smartpay.gsa.gov

  45. GSA SmartPay Travel Card App • GSA SmartPay Travel Card App • GSA Per Diem • My TSA • National Weather Service • My Trips • Notifications https://smartpay.gsa.gov

  46. Refunds Review Tool – New! • Automatically calculates refunds as outlined in the SP3 Contract. • AOPCs can download the tool and user guide by visiting their "CFO Act Agency Reports and Dashboards" group on GSA Interact • Note: The tool does not replace the requirement for agencies to perform their own independent review and assessment as indicated in Public Law 112-194.  https://smartpay.gsa.gov

  47. Interact Groups Discussions with GSA SmartPay – Interact with other program coordinators or the GSA SmartPay team, share best practices, view non public documents, information, and events CFO Act Agency Reports and Dashboards – Fiscal Year Metrics Dashboards, CFO reports, and Refund Summary Reports (Agency Specific) https://smartpay.gsa.gov

  48. Data Analytics • Data Warehouse • An application that houses numerous dashboards and reports that can be accessed via the web.  • Available to customer agencies (primarily the 24 CFO Act Agencies) • Located at https://spdatawarehouse.fas.gsa.gov/spdw/ (Login required) • For more information contact Shane Brosius (shane.brosius@gsa.gov) or Perry Hampton (perry.hampton@gsa.gov) https://smartpay.gsa.gov

  49. Mobile Application and Payments Options • Offered as Tier 1 products and services or at no additional cost: • Mobile Applications • The ability to access EAS, pay invoices, receive text/email alerts and view statement and payment information • Mobile Payments • The ability to make secure payments using a mobile device at the point of sale https://smartpay.gsa.gov

  50. Communication • Where do I go for GSA SmartPay Updates and Announcements? • Social Media: Twitter, FaceBookand LinkedIn • GSA SmartPay website • Participate in GSA SmartPay meetings and focus groups • Read all email communication from GSA SmartPay and pass it along to your account holders • Connect with other A/OPCs to share best practices • GSA SmartPay Forum – in person • GSA Interact - online https://smartpay.gsa.gov

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