GSA SmartPay 2 Closeout Checklist

Here you will find a checklist that can be used by your agency as you work to close out your GSA SmartPay 2 task order. This checklist is optional and is meant to serve as a guide for task order closeout.

GSA SmartPay 2 Closeout Checklist

 

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GSA SmartPay 3 Ordering Procedures

Presented during the GSA SmartPay 3 Kick-Off Conference.

GSA SmartPay 3 Ordering Procedures

 

SP3 Task Order Pricing Basics

Presented during the GSA SmartPay 3 Kick-Off Conference and covers topics such as Refunds vs Fee-Based Pricing, Master Contract Pricing Structures, and Task Order Pricing Structures.

SP3 Task Order Pricing Basics

 

ePayables - What Makes Them Different?

ePayables are about saving administrative costs and simplifying overly burdensome administrative processes. Learn about the three major categories of separately priced ePayable products and services offered under the GSA SmartPay 3 Master Contract.

ePayables - What Makes Them Different?

 

GSA SmartPay 3 Frequently Asked Questions (FAQs)

The current GSA SmartPay® 2 Master Contracts expires on November 29, 2018. The future program is referred to as GSA SmartPay 3 or “SP3”. This document addresses a number of the most common questions program participants may have about the transition to the new contract, including:

  • General Questions,
  • Establishing a New Task Order,
  • Post-Award Transition Activities, and
  • Transition Resources & Support.

If you do not find an answer to your question here, please contact a GSA SmartPay Point of Contact (POC)  at gsa_smartpay@gsa.gov

SmartPay 3 FAQs

 

SP3 Tax Advantage Travel Card Handout

The GSA SmartPay Tax Advantage Travel Card Account is a new product offering that combines an Individually Billed Account (IBA) and Centrally Billed Account (CBA), providing a means to obtain tax exemption automatically at the point of sale for rental cars and lodging charges. This document provides FAQs about the new product.

SP3 Tax Advantage Travel Card Handout

 

GSA SP3 Master Contract

Contracting Officers may need the following information to complete their task order award documents:  

US Bank
Contract Number:  GS-36F-GA001 
Address: 800 Nicollet Mall, Minneapolis, MN 55402

Citibank, N.A.
Contract Number:  GS-36F-GA002 
Address:  701 E 60th St N, Sioux Falls, SD  57104-0432

Please use contact information found in the SP3 presentation packages to reach SP3 contractors about their product and service offerings.

GSA SmartPay 3 Master Contract

 

Master Contract Updates Quick Sheet

The purpose of this document is to provide a side-by-side comparison of changes between the GSA SmartPay 2 (SP2) and SmartPay 3 (SP3) Master Contracts.

Master Contract Updates Quick Sheet

 

GSA SmartPay 3 RFP

GSA SmartPay 3 Solicitation Number: GS10F17LPP0003

GSA SmartPay 3 RFP

 

Transition Executive Briefing

The Center for Charge Card Management (CCCM) recognizes that A/OPCs need the support of their agency’s/organization’s Executives to get the resources they need to carry out the transition to GSA SmartPay® 3 (SP3). This presentation is meant to be used as a guiding document for a discussion between an agency/organization’s Lead A/OPC(s) and Agency Executives.

Transition Executive Briefing

 

Transition Communications Planning Tool

This Transition Communications Planning Tool is a resource for agencies/organizations to use as they transition to GSA SmartPay® 3 (SP3). This tool is meant to help you effectively plan, develop, and implement communications about your agency’s/organization’s transition to SP3.

Transition Communications Planning Tool

 

Needs Assessment Tool

The Needs Assessment Tool can be used as a starting point for agencies/organizations to begin determining payment solution program needs under the GSA SmartPay 3 program (SP3).  It is meant to assist you with Task 1, Define Needs, as you conduct your Pre-Award Transition activities.  

Needs Assessment Tool

 

GSA SmartPay Task Order Type Tool

The Task Order Type Tool assists lead A/OPCs and/or their Contracting Officers as they conduct their agencies’/organizations’ Pre-Award transition activities.

GSA SmartPay Task Order Type Tool

 

Pre-Award Transition Checklist

The pre-award transition checklist is a resource for agencies to utilize as they transition to GSA SmartPay3® (SP3). This checklist covers tasks up to (but not after) placing the agency’s task order. The Post-Award Transition checklist Below details the tasks agencies will carry out after they have awarded their task orders.

Pre-Award Transition Checklist

 

GSA SmartPay Task Order Guide

The Task Order Guide assists A/OPCs and/or their Contracting Officers with developing and awarding their GSA SmartPay® 3 (SP3) task orders, as they conduct their agencies’/organizations’ task order pre-award transition activities.

GSA SmartPay Task Order Guide

 

Post-Award Transition Checklist

This post-award transition checklist is a resource for agencies/organizations to utilize as they transition to GSA SmartPay® 3 (SP3). This checklist covers transition tasks that should be performed after an agency/organization has awarded its task order.

Post-Award Transition Checklist

 

A/OPC Information Technology (IT) Quick Reference

Each agency/organization will need to complete a number of Information Technology (IT) related tasks to transition to GSA SmartPay 3 (SP3). This quick reference is meant to help Lead A/OPCs begin to identify these activities and some IT-related considerations. This document can also be used to begin conversations with the IT resources who will assist with the agency’s/organization’s transition. 

A/OPC Information Technology (IT) Quick Reference

 

Charge Up Video: Choosing Your Brand

 

Needs Assessment Training Tool

The Needs Assessment tool will help determine your agency/organization’s payment solution program needs. This presentation offers instructions on completing the needs assessment tool.

Note: To hear the audio, play the slideshow from the beginning of the presentation.

This presentation is intended for Government use only.

Needs Assessment Training Tool

 

Task Order Guide Tool Training

The GSA SmartPay 3 Task Order Guide Tool Training will explain the purpose of the tool, how to use it, and provide example task order request documents for you to utilize as you work through your task order development process.

Note: To hear the audio, play the slideshow from the beginning of the presentation.

This presentation is intended for Government use only.

Task Order Guide Tool Training