Print This PageThe GSA SmartPay program office provided a number of tools and resources to help customer agencies/organizations plan for and implement the transition to GSA SmartPay2 (SP2). These tools are listed in the table below.
Transition Toolkit:
- Transition Quick Reference -- This two page document provides Agency/Organization Program Coordinators (A/OPCs) with a high-level introduction to the SP2 program and the transition to SP2.
- Executive Briefing -- This presentation is meant to be used as a guiding document for a discussion between an agency's Lead A/OPC and Agency Executives. It explains the importance of the transition and the potential need for additional funding and resources.
- Pre-Award Checklist -- The pre-award transition checklist is a resources agencies/organizations can use as a guide as they plan to transition to SP2. The checklist covers tasks up to (but not after) placing the agency's task order. (For a list of anticipated post-task order award tasks, see the Post-Award Checklist, below.)
- Transition Frequently Asked Questions (FAQs) -- This document addresses a number of the most common questions program participants may have about the transition to the SP2 program.
- Agency/Organization Needs Assessment Tool -- This questionnaire should be used as a starting point for A/OPCs to begin determining their agency/organization charge card program needs under SP2. The results of the self-assessment can be used to determine what task order type the agency/organization should use, develop a statement of work (if required), and begin planning for some pre- and post-award activities.
- Request for Proposals with Amendments -- A copy of the GSA SmartPay2 RFP with all amendments incorporated. (This document is provided as a reference to support the completion of the Agency /Organization Needs Assessment Tool.)
- Transition Communications Planning Tool -- A resource to help agencies/organizations plan and deliver communications to the multiple stakeholders impacted by the transition to SP2. The Supplement Tool to the Communications Tool will assist users on capturing the necessary data to accomplish this important task.
- A/OPC Information Technology Quick Reference -- A high-level overview of IT-related transition activities. This tool is meant to help A/OPCs in the planning and coordination phases of the transition.
- Task Order Type Tool -- This document is a resource meant to assist A/OPCs and/or their Contracting Officials to determine which of the four task order types - standard, tailored, tag-along, or pool - is "right" for their agency/organization. (See below)
- Task Order Guide and Sample Task Orders -- This guide provides an introduction to the elements of standard and tailored task orders and is intended to give agencies and organizations a "starting point" for developing their own task orders and statements of work (SOWs) are provided as a reference only and should be customized by agencies and organizations to meet their specific program needs. (See below)
- Post-Award Transition Checklist -- The post-award transition checklist is a resource agencies/organizations can use as a guide to the potential activities they may undertake as they plan to implement the transaction after task order award. As the post-award activities and timelines may vary greatly by agency, this list of activities should be customized by agencies and organizations to meet their specific transition environment. (For a list of anticipated pre-task order award tasks, see the Pre-Award Checklist, above.)
