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GSA SmartPay

Training

Training is required at each agency for all account holders and program coordinators to ensure that each person understands their roles and responsibilities within the GSA SmartPay program.  

Account Holders

GSA SmartPay Online Training

OMB Circular A-I23 Appendix B requires each agency to provide training to all account holders and account managers (including A/OPCs and AOs).  Training is important in helping account holders and A/OPCs understand their roles and responsibilities, as well as reducing the risk of fraud, waste, and error.
   
In general, all program participants must:

  • Be trained prior to appointment and receive a training completion certificate
  • Take refresher training every 3 years (or more often if required by your agency’s training policy)

GSA SmartPay offers free online purchase and travel training for account holders and A/OPCs.  The GSA SmartPay online training allows account holders to register, set up a profile, and manage their online training courses and certificates.  Agency Level 1 A/OPCs (or Top Level A/OPCs) can manage the online training certificates by running reports on account holders or searching for a specific account holder within their agency. Level 1 A/OPCs can access account holder information such as the type of training received, the date completed, and quiz scores.

Each training should take approximately 45 minutes to complete.  Each quiz contains between 20-25 questions and you will need a score of 75% or higher to receive a completion certificate.

Note: Completing the online training does not guarantee that you will receive a GSA SmartPay Account. You must check with your agency's policies and procedures and apply for an account through your program coordinator. 

Printing Your Certificate:

To print/ download your certificate, you must first login to the GSA SmartPay Online Training.  Once logged in:

  1. Click on the "My Account" link located at the top of the page.  From My Account, click on the “My Certificates" button.  Next, click on the "View Certificate" link that corresponding to the required completed training course.
  2. Print/ Download your certificate by right clicking on the certificate image or through your web browser.  

Other Training

Federal Travel Regulations (FTR) Training
GSA Travel and Transportation Training Branch offers FTR specific training as well as other on-line and instructor-led courses. You can register for a course today and pay using a credit card. Courses start for as low as $50.  

GSA Fleet Drive-Thru Training
Federal Government Vehicle training and educational resources that will allow you to stay up to date and informed on GSA Fleet systems and offerings. 

Government Charge Card Usage in Emergency Situations 
Management and Cardholder Guidance on the use of the Government's charge card during emergency situations.

Program Coordinators

Training is important for program coordinators to help them understand their role and responsibilities in the GSA SmartPay program.  GSA encourages you to learn about your agency’s/organization’s specific program requirements and policies. Additionally, your issuing bank provides an Electronic Access System (EAS) and a program coordinator’s guidebook to help you manage the program.  To learn more about these tools, please contact the issuing bank.

Online Training

OMB Circular A-I23 Appendix B requires each agency to provide training to all account holders and account managers (including A/OPCs and AOs).  Training is important in helping account holders and A/OPCs understand their roles and responsibilities, as well as reducing the risk of fraud, waste, and error.
   
In general, all program participants must:

  • Be trained prior to appointment and receive a training completion certificate
  • Take refresher training every 3 years (or more often if required by your agency’s training policy)

GSA SmartPay offers free online purchase and travel training for account holders and A/OPCs.  The GSA SmartPay online training allows account holders to register, set up a profile, and manage their online training courses and certificates.  Agency Level 1 A/OPCs (or Top Level A/OPCs) can manage the online training certificates by running reports on account holders or searching for a specific account holder within their agency. Level 1 A/OPCs can access account holder information such as the type of training received, the date completed, and quiz scores.

Each training should take approximately 45 minutes to complete.  Each quiz contains between 20-25 questions and you will need a score of 75% or higher to receive a completion certificate.

Note: Completing the online training does not guarantee that you will receive a GSA SmartPay Account. You must check with your agency's policies and procedures and apply for an account through your program coordinator. 

Onsite Training

As requested by agencies/organizations, your bank provides on-site training at an agency/organization specified location to groups of 20 or more A/OPCs, Designated Billing Office and Transaction Disputes Office points of contact, or any combination thereof.  Agencies/organizations may group together to form a group of 20 or more for on-site training.  All Contractor travel and site related costs associated with on-site training shall be borne by the Contractor.  In some instances, GSA may provide a site to host this type of training.

Contact your implementation/ account manager at the bank to set up an on-site training session.

Other Training

Federal Travel Regulations (FTR) Training
GSA Travel and Transportation Training Branch offers FTR specific training as well as other on-line and instructor-led courses.  You can register for a course today and pay using a credit card.  Courses start for as low as $50.  

Defense Travel Management Office (DTMO) - DTMO provides oversight for commercial travel management, travel policy and implementation, travel card program management, training, functional oversight of the Defense Travel System (DTS) and customer support.

Government Charge Card Usage in Emergency Situations 
Management and Cardholder Guidance on the use of the Government's charge card during emergency situations.

Section 508 Micro Purchase Training

GSA SmartPay Training Forum

2017 GSA SmartPay Training Forum

GSA SmartPay Training Forum, August 1-3 in Phoenix AZ

Mark your calendars!  The 2017 GSA SmartPay Training Forum will be held at the Phoenix Convention Center in Phoenix, AZ on August 1-3, 2017.  The Center for Charge Card Management is planning a comprehensive training program that covers all aspects of successfully managing your charge card program.  Opportunities will also be available to share best practices and collaborate with other card managers, your bank representatives, GSA and other government organizations. 

Who should attend?

Agency/Organization Program Coordinators (A/OPCs)
Financial Managers
Billing Officials
Other agency personnel who play a role in managing the agency's GSA SmartPay charge card program

NOTE:  This Forum is NOT intended for cardholders.

 

The GSA SmartPay Forum website is live with general information about the training and location.  Registration and lodging information will open on the Forum website in early May 2017.  It is highly recommend that anyone registering for the Training Forum have agency approval to attend prior to registering online.

To view or download 2016 training certificates, please go to:  http://www.expodemand.com/gsa16/

Charge Card Manager Certification

A/OPCs once again have an opportunity to earn a “Charge Card Manager Certification” (CCMC) designation by completing the required coursework offered through the annual GSA SmartPay Training Forum and by possessing actual “hands-on” experience in managing a card program and in dealing with cardholders and managers. Use of this certification program is intended to help customer agencies ensure their card management personnel have the fundamental training and experience needed to manage a card program. 

Visit Smart Bulletin No. 22 for more information.  

 

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