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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/ AOs

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 free online purchase, travel, and fleet training for 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. 

Browse Training Courses for Account Holders
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

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. 

 

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. 

Browse Training Courses for Program Coordinators

 

On-site 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.  Agencies/organizations may group together to form a group of 20 or more for on-site training.  All contractor bank travel and site related costs associated with on-site training shall be borne by the contractor bank.  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

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.

Micro-Purchase and Section 508 Requirements Training - How to make micro-purchases that conform with the Revised 508 Standards, including how the requirements apply to micro-purchases of hardware, software, and other ICT.

GSA SmartPay Training Forum

GSA
2019 GSA SmartPay Training Forum

Atlanta, GA 
July 16-18, 2019

The Center for Charge Card Management is planning a comprehensive training program that covers all aspects of successfully managing your program.  Opportunities will also be available to share best practices and collaborate with other 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 account holders.

To view or download training certificates, please go to:  http://www.expodemand.com/gsa18/

 

GSA SmartPay Professional Certification (formerly CCMC)

New name, same great program! (formerly Charge Card Manager Certification or CCMC) 

We have updated the certification name to better reflect that this certification is intended for all GSA SmartPay® Program professionals:

  • 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.

Attendees have an opportunity to earn a “GSA SmartPay Program Certification” designation by completing the required coursework offered through the annual GSA SmartPay Training Forum and by possessing actual “hands-on” experience in a GSA SmartPay program and in dealing with account holders and managers. Use of this certification program is voluntary and 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. 022 for more information.  

Current CCMC are still valid!

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