GSA SmartPay® Purchase Card
Your Blueprint for Success

Index

Introduction

• Card Benefits
  • Benefits to the Government
  • Benefits to You
• The Players
  1. Cardholder
  2. Approving Official
  3. Agency/Organization Program Coordinator (A/OPC)
  4. Transaction Dispute Officer (TDO)
  5. Designated Billing Office (DBO)
  6. Purchase Card Contractor
  7. Merchant

• Standards of Ethical Conduct
• Basic Gift Rules
• Recognizing Fraud
• Reporting Fraud

• Verifying Your Card
• Before Using the Card
  1. Plan Your Monthly Purchases
  2. Ensure Availability of Funds
  3. Conduct Market Research
  4. Select the Best Value
  5. Seek State Tax Exemption
  6. Talk To Merchants
     • What Are Point of Sale Discounts?
     • Is It Necessary to Distribute Purchases?
  7. Determine Dollar Limits
     • Exceeding Your Dollar Limit
  8. Select Required Sources
     • Small Businesses
  9. Shop Smarter
  10. Buy Green
      • Buying recycled content products
      • Buying energy efficient products
      • Buying biobased products
      • Buying environmentally preferable products
      • Buying non-ozone depleting substances

• What You Can Buy
• Place Your Order
• Over the Counter
• By Phone or Fax
• Online Orders
• Get an Accurate Quote
• Avoid "Splitting the Requirement"
• Maintaining Your Records

• Acceptance Procedures
• Order Cancellation
• Returning a Purchase
• Obtaining Redress
• Obtaining Sale Draft Copies
• Unapproved Purchases
• Reconciling a Credit
• Convenience Checks

• Requesting a Higher Dollar Limit
• Reconciling Your Statement
• Stolen or Lost Purchase Card Procedures
• Renewing the Purchase Card
• Cardholder Accounting Code Change
• Cardholder Name Change or Business Address Change
• Account Suspension/Cancellation
• Closing the Purchase Charge Card
• Billing Concerns
• Item Billed Not Received
• Item Billed Has Been Returned but Not Credited
• Multiple Billing
• Item Billed but Not Ordered
• Disputing a Transaction

References