RFI GSA Charge Card Pilot Project- Cancelled

Update 4/15/25 - a follow-up RFI for opportunity to provide demonstration/presentation has been posted.  System error prevented the linkage of this notice as a "Related Notice"; therefore, this update provides interested parties notice of a new/related posting (47QRAB25N0002-Demos). Otherwise, the content of this notice remains unchanged.

Update 4/12/25 - upon initial review of responses, the acquisition team determined it would be beneficial for the government’s market research to send a follow-up email to each of the initial respondents seeking further information about industry business opportunities. Responses were not mandated nor required any specific response date. The content of that email is shown below:

“Industry Partner,

The acquisition team for the subject potential acquisition is conducting research on how companies like yours identify and pursue new business opportunities, specifically outside of the government. We'd be grateful if you could share some insights into your company's approach. Specifically, we're interested in understanding:

1. Where do you typically search for new business? (e.g., online platforms, industry events, referrals, social media, etc.)

2. What are the key factors that influence your decision-making when pursuing new business? (e.g., market trends, customer needs, competitive landscape, terms and conditions, etc.)

3. What resources or tools do you find most valuable in identifying and evaluating potential opportunities? (e.g., market research, industry reports, CRM systems, etc.)

Your feedback would help us maximize industry participation for this effort. We understand your time is valuable, so we appreciate any insights you can share. Please feel free to reply (or send a new message) to the undersigned email address and to Joline.McDonald@gsa.gov. 

Thank you for your time and consideration.”

Further, additional questions were identified on 08 April 2025 after posting the Q&A attachment on 07 April 2025.  Those questions and answers have been added to the attachment. Answers to previously posted questions remain unchanged with the exception of minor corrections as shown in blue font. 

++++Original description below remains unchanged; response date will not be reopened/extended; posting reactivated until 18 April 2025 for recognition of new attachment and content above++++

-----------------------------------------------------------------------------------------------------------------------------------------------------------

Introduction

The General Services Administration (GSA) Center for Charge Card Management (CCCM) is responsible for overall program management and leadership of the GSA SmartPay® program. This government-wide program provides commercial charge card and payment related services to approximately 250 federal government agencies, organizations, and Native American Tribal organizations. In fiscal year 2024, more than 4.5 million GSA SmartPay 3 card and account holders spent nearly $40 billion, through approximately 90 million transactions.

Purpose

CCCM is conducting market research for the potential development of a pilot project under the authority of GSAM Part 571 - Pilot Program For Innovative Commercial Products and Commercial Services (Commercial Solutions Opening (CSO)), which will not exceed a total contract value of $25 million. This potential pilot project may assess the feasibility of an innovative charge card and commercial payments platform designed to leverage commercial best practices, integrated technology, and financial controls of current innovative and enhanced spend management tools. This potential pilot project may be conducted for a limited number of GSA purchase, travel, and fleet cards and accounts, and could also potentially include government to government (i.e., inter-governmental and/or intra-governmental) transactions.

GSA will use the results and lessons learned from this GSA pilot project to assess the ability of proposed products, services, and systems to provide more enriched data and better end-to-end tracking of purchases or transactions (i.e., from approval to reconciliation and payment). Additional considerations may include customization of GSA interface functions for non-charge card or commercial payment functions, such as order management, receipt tracking, and travel management.

Submission of Information

All responses shall be sent by email to the POCs listed in this posting, with the  subject line: “Response to RFI 47QRAB25N0002 - GSA Charge Card Pilot Project”. Responses sent to any other individuals, email address, or utilizing any other mechanism (e.g., meetings, phone calls) may not be considered as substantial feedback or explanation of capabilities.

Submit all responses to the questions below in the attached response template (Attachment 1 - Q&A Template) in an electronically searchable format, preferably Microsoft Word or PDF format.  Do not submit answers in the text of an email.  Submission of a general statement of capability or company profile is acceptable for informational purposes.  However, GSA will only consider information submitted in the template as substantial feedback or explanation of capabilities.  All applicable sections must be completed. All responses received in the format prescribed will be marked by GSA upon receipt as Controlled Unclassified Information IAW GSA CIO 2103.1 Controlled Unclassified Information (CUI) Policy.

Questions and/or comments concerning this RFI shall be made in writing (contractor format is acceptable). All questions and/or comments shall be sent by email to the POCs listed in this posting, with the  subject line: “Question/Comment to RFI 47QRAB25N0002 - GSA Charge Card Pilot Project”. Questions/comments sent to any other individuals, email address, or utilizing any other mechanism (e.g., meetings, phone calls) will not be addressed. Questions/comments beyond the responses requested in the Questions to Industry below, which were properly submitted in writing by the RFI response date (28 March 2025, 7PM ET), will be consolidated and posted as Attachment 2 - Questions/Answers to this RFI. The RFI will remain active until 15 April 2025 for reviewing Questions/Answers, but the response due date will not be extended.

Questions to Industry

Company Profile

1. Name of company
2. Type of company (e.g., financial technology, bank, network)
3. SAM.gov Unique Entity Identification number (See Footnote 1)
4. Relevant NAICS codes
5. Please provide any information about relevant products, services, and systems that your company is currently providing to federal government agencies or similar private sector organizations.

Interest in Participation

1. How interested is your company in competing for a potential pilot project to provide GSA with relevant products, services, and systems to meet the objectives described in the “Purpose” section?  Please indicate the following and provide a narrative reason for the response:
   • Very interested
   • Moderately interested
   • Slightly interested
   • Not interested
   • Definitely not interested
   • Unknown at this time
2. Are there any risks that would prevent or discourage your company from competing for a potential pilot project?

Capabilities

1. A potential pilot project for a charge card and commercial payments platform may include functionality that is currently described in the GSA SmartPay 3 master contract.  Please provide input as to how your company may deliver similar outcomes – specifically for products, services, and systems – and/or any potential alternatives as they align with also meeting objectives described in the “Purpose” section.
2. Please identify any known or perceived risks to the current GSA SmartPay 3 program, including reasons and assumptions, and how your company’s products, services, and systems will reduce, mitigate, or eliminate those risks.
3. Please provide a sample implementation timeline for the implementation of products, services, and systems for a potential pilot project.

Pricing

1. Please provide the commercial pricing structure that you would apply to the development of a charge card and commercial payments platform that would meet the objectives described in the “Purpose” section.
2. Please provide any sample agreements that include pricing.

Security

1. Please provide information about whether your company currently is required to comply with or currently complies with as best practice, the following technology security standards, laws, or protocols:
   • Commercial such as, but not limited to:
     • Payment Card Industry-Data Security Standard
     • System and Organization Controls 2
   • Federal government such as, but not limited to:
     • National Institutes of Science and Technology
     • Federal Information Security Management Act
     • Zero-trust Architecture
   • Banking or industry such as, but not limited to:
     • Sarbanes Oxley
     • Know Your Customer
     • Anti-money Laundering
     • Bank Secrecy Act
2. Is your company currently certified, pursuing, or eligible to receive certification for Federal Risk and Authorization Management Program (FedRAMP) for cloud computing?  Please provide any relevant details or narrative.

Fleet Specific

1. Does your company utilize open loop or closed loop issuers (or both)? 
2. What level of data does your company provide on Fleet transactions (e.g., Level 1, Level 2, Level 3)?
3. Does your company provide tax reclamation services on behalf of customers? If so, please describe the offering and process.
4. Does your company provide virtual fleet card offerings?

Footnote:

1. The Unique Entity Identifier (UEI) is a 12-character alphanumeric code, replacing the DUNS number, used by the federal government to identify entities (businesses, organizations, and people) registered for federal awards in the System for Award Management (SAM). Any entity seeking to receive federal funds or awards, or to bid on government contracts, needs a UEI.  

Attachment:

1. Q&A Template

Update 4/12/25 - upon initial review of responses, the acquisition team determined it would be beneficial for the government’s market research to send a follow-up email to each of the initial respondents seeking further information about industry business opportunities. Responses were not mandated nor required any specific response date. The content of that email is shown below:

“Industry Partner,

The acquisition team for the subject potential acquisition is conducting research on how companies like yours identify and pursue new business opportunities, specifically outside of the government. We'd be grateful if you could share some insights into your company's approach. Specifically, we're interested in understanding:

1. Where do you typically search for new business? (e.g., online platforms, industry events, referrals, social media, etc.)

2. What are the key factors that influence your decision-making when pursuing new business? (e.g., market trends, customer needs, competitive landscape, terms and conditions, etc.)

3. What resources or tools do you find most valuable in identifying and evaluating potential opportunities? (e.g., market research, industry reports, CRM systems, etc.)

Your feedback would help us maximize industry participation for this effort. We understand your time is valuable, so we appreciate any insights you can share. Please feel free to reply (or send a new message) to the undersigned email address and to Joline.McDonald@gsa.gov. 

Thank you for your time and consideration.”

Further, additional questions were identified on 08 April 2025 after posting the Q&A attachment on 07 April 2025.  Those questions and answers have been added to the attachment. Answers to previously posted questions remain unchanged with the exception of minor corrections as shown in blue font. 

++++Original description below remains unchanged; response date will not be reopened/extended; posting reactivated until 18 April 2025 for recognition of new attachment and content above++++

-----------------------------------------------------------------------------------------------------------------------------------------------------------

Introduction

The General Services Administration (GSA) Center for Charge Card Management (CCCM) is responsible for overall program management and leadership of the GSA SmartPay® program. This government-wide program provides commercial charge card and payment related services to approximately 250 federal government agencies, organizations, and Native American Tribal organizations. In fiscal year 2024, more than 4.5 million GSA SmartPay 3 card and account holders spent nearly $40 billion, through approximately 90 million transactions.

Purpose

CCCM is conducting market research for the potential development of a pilot project under the authority of GSAM Part 571 - Pilot Program For Innovative Commercial Products and Commercial Services (Commercial Solutions Opening (CSO)), which will not exceed a total contract value of $25 million. This potential pilot project may assess the feasibility of an innovative charge card and commercial payments platform designed to leverage commercial best practices, integrated technology, and financial controls of current innovative and enhanced spend management tools. This potential pilot project may be conducted for a limited number of GSA purchase, travel, and fleet cards and accounts, and could also potentially include government to government (i.e., inter-governmental and/or intra-governmental) transactions.

GSA will use the results and lessons learned from this GSA pilot project to assess the ability of proposed products, services, and systems to provide more enriched data and better end-to-end tracking of purchases or transactions (i.e., from approval to reconciliation and payment). Additional considerations may include customization of GSA interface functions for non-charge card or commercial payment functions, such as order management, receipt tracking, and travel management.

Submission of Information

All responses shall be sent by email to the POCs listed in this posting, with the  subject line: “Response to RFI 47QRAB25N0002 - GSA Charge Card Pilot Project”. Responses sent to any other individuals, email address, or utilizing any other mechanism (e.g., meetings, phone calls) may not be considered as substantial feedback or explanation of capabilities.

Submit all responses to the questions below in the attached response template (Attachment 1 - Q&A Template) in an electronically searchable format, preferably Microsoft Word or PDF format.  Do not submit answers in the text of an email.  Submission of a general statement of capability or company profile is acceptable for informational purposes.  However, GSA will only consider information submitted in the template as substantial feedback or explanation of capabilities.  All applicable sections must be completed. All responses received in the format prescribed will be marked by GSA upon receipt as Controlled Unclassified Information IAW GSA CIO 2103.1 Controlled Unclassified Information (CUI) Policy.

Questions and/or comments concerning this RFI shall be made in writing (contractor format is acceptable). All questions and/or comments shall be sent by email to the POCs listed in this posting, with the  subject line: “Question/Comment to RFI 47QRAB25N0002 - GSA Charge Card Pilot Project”. Questions/comments sent to any other individuals, email address, or utilizing any other mechanism (e.g., meetings, phone calls) will not be addressed. Questions/comments beyond the responses requested in the Questions to Industry below, which were properly submitted in writing by the RFI response date (28 March 2025, 7PM ET), will be consolidated and posted as Attachment 2 - Questions/Answers to this RFI. The RFI will remain active until 15 April 2025 for reviewing Questions/Answers, but the response due date will not be extended.

Questions to Industry

Company Profile

1. Name of company
2. Type of company (e.g., financial technology, bank, network)
3. SAM.gov Unique Entity Identification number (See Footnote 1)
4. Relevant NAICS codes
5. Please provide any information about relevant products, services, and systems that your company is currently providing to federal government agencies or similar private sector organizations.

Interest in Participation

1. How interested is your company in competing for a potential pilot project to provide GSA with relevant products, services, and systems to meet the objectives described in the “Purpose” section?  Please indicate the following and provide a narrative reason for the response:
   • Very interested
   • Moderately interested
   • Slightly interested
   • Not interested
   • Definitely not interested
   • Unknown at this time
2. Are there any risks that would prevent or discourage your company from competing for a potential pilot project?

Capabilities

1. A potential pilot project for a charge card and commercial payments platform may include functionality that is currently described in the GSA SmartPay 3 master contract.  Please provide input as to how your company may deliver similar outcomes – specifically for products, services, and systems – and/or any potential alternatives as they align with also meeting objectives described in the “Purpose” section.
2. Please identify any known or perceived risks to the current GSA SmartPay 3 program, including reasons and assumptions, and how your company’s products, services, and systems will reduce, mitigate, or eliminate those risks.
3. Please provide a sample implementation timeline for the implementation of products, services, and systems for a potential pilot project.

Pricing

1. Please provide the commercial pricing structure that you would apply to the development of a charge card and commercial payments platform that would meet the objectives described in the “Purpose” section.
2. Please provide any sample agreements that include pricing.

Security

1. Please provide information about whether your company currently is required to comply with or currently complies with as best practice, the following technology security standards, laws, or protocols:
   • Commercial such as, but not limited to:
     • Payment Card Industry-Data Security Standard
     • System and Organization Controls 2
   • Federal government such as, but not limited to:
     • National Institutes of Science and Technology
     • Federal Information Security Management Act
     • Zero-trust Architecture
   • Banking or industry such as, but not limited to:
     • Sarbanes Oxley
     • Know Your Customer
     • Anti-money Laundering
     • Bank Secrecy Act
2. Is your company currently certified, pursuing, or eligible to receive certification for Federal Risk and Authorization Management Program (FedRAMP) for cloud computing?  Please provide any relevant details or narrative.

Fleet Specific

1. Does your company utilize open loop or closed loop issuers (or both)? 
2. What level of data does your company provide on Fleet transactions (e.g., Level 1, Level 2, Level 3)?
3. Does your company provide tax reclamation services on behalf of customers? If so, please describe the offering and process.
4. Does your company provide virtual fleet card offerings?

Footnote:

1. The Unique Entity Identifier (UEI) is a 12-character alphanumeric code, replacing the DUNS number, used by the federal government to identify entities (businesses, organizations, and people) registered for federal awards in the System for Award Management (SAM). Any entity seeking to receive federal funds or awards, or to bid on government contracts, needs a UEI.  

Attachment:

1. Q&A Template

Introduction

The General Services Administration (GSA) Center for Charge Card Management (CCCM) is responsible for overall program management and leadership of the GSA SmartPay® program. This government-wide program provides commercial charge card and payment related services to approximately 250 federal government agencies, organizations, and Native American Tribal organizations. In fiscal year 2024, more than 4.5 million GSA SmartPay 3 card and account holders spent nearly $40 billion, through approximately 90 million transactions.

Purpose

CCCM is conducting market research for the potential development of a pilot project under the authority of GSAM Part 571 - Pilot Program For Innovative Commercial Products and Commercial Services (Commercial Solutions Opening (CSO)), which will not exceed a total contract value of $25 million. This potential pilot project may assess the feasibility of an innovative charge card and commercial payments platform designed to leverage commercial best practices, integrated technology, and financial controls of current innovative and enhanced spend management tools. This potential pilot project may be conducted for a limited number of GSA purchase, travel, and fleet cards and accounts, and could also potentially include government to government (i.e., inter-governmental and/or intra-governmental) transactions.

GSA will use the results and lessons learned from this GSA pilot project to assess the ability of proposed products, services, and systems to provide more enriched data and better end-to-end tracking of purchases or transactions (i.e., from approval to reconciliation and payment). Additional considerations may include customization of GSA interface functions for non-charge card or commercial payment functions, such as order management, receipt tracking, and travel management.

Submission of Information

All responses shall be sent by email to the POCs listed in this posting, with the  subject line: “Response to RFI 47QRAB25N0002 - GSA Charge Card Pilot Project”. Responses sent to any other individuals, email address, or utilizing any other mechanism (e.g., meetings, phone calls) may not be considered as substantial feedback or explanation of capabilities.

Submit all responses to the questions below in the attached response template (Attachment 1 - Q&A Template) in an electronically searchable format, preferably Microsoft Word or PDF format.  Do not submit answers in the text of an email.  Submission of a general statement of capability or company profile is acceptable for informational purposes.  However, GSA will only consider information submitted in the template as substantial feedback or explanation of capabilities.  All applicable sections must be completed. All responses received in the format prescribed will be marked by GSA upon receipt as Controlled Unclassified Information IAW GSA CIO 2103.1 Controlled Unclassified Information (CUI) Policy.

Questions and/or comments concerning this RFI shall be made in writing (contractor format is acceptable). All questions and/or comments shall be sent by email to the POCs listed in this posting, with the  subject line: “Question/Comment to RFI 47QRAB25N0002 - GSA Charge Card Pilot Project”. Questions/comments sent to any other individuals, email address, or utilizing any other mechanism (e.g., meetings, phone calls) will not be addressed. Questions/comments beyond the responses requested in the Questions to Industry below, which were properly submitted in writing by the RFI response date (28 March 2025, 7PM ET), will be consolidated and posted as Attachment 2 - Questions/Answers to this RFI. The RFI will remain active until 15 April 2025 for reviewing Questions/Answers, but the response due date will not be extended.

Questions to Industry

Company Profile

1. Name of company
2. Type of company (e.g., financial technology, bank, network)
3. SAM.gov Unique Entity Identification number (See Footnote 1)
4. Relevant NAICS codes
5. Please provide any information about relevant products, services, and systems that your company is currently providing to federal government agencies or similar private sector organizations.

Interest in Participation

1. How interested is your company in competing for a potential pilot project to provide GSA with relevant products, services, and systems to meet the objectives described in the “Purpose” section?  Please indicate the following and provide a narrative reason for the response:
   • Very interested
   • Moderately interested
   • Slightly interested
   • Not interested
   • Definitely not interested
   • Unknown at this time
2. Are there any risks that would prevent or discourage your company from competing for a potential pilot project?

Capabilities

1. A potential pilot project for a charge card and commercial payments platform may include functionality that is currently described in the GSA SmartPay 3 master contract.  Please provide input as to how your company may deliver similar outcomes – specifically for products, services, and systems – and/or any potential alternatives as they align with also meeting objectives described in the “Purpose” section.
2. Please identify any known or perceived risks to the current GSA SmartPay 3 program, including reasons and assumptions, and how your company’s products, services, and systems will reduce, mitigate, or eliminate those risks.
3. Please provide a sample implementation timeline for the implementation of products, services, and systems for a potential pilot project.

Pricing

1. Please provide the commercial pricing structure that you would apply to the development of a charge card and commercial payments platform that would meet the objectives described in the “Purpose” section.
2. Please provide any sample agreements that include pricing.

Security

1. Please provide information about whether your company currently is required to comply with or currently complies with as best practice, the following technology security standards, laws, or protocols:
   • Commercial such as, but not limited to:
     • Payment Card Industry-Data Security Standard
     • System and Organization Controls 2
   • Federal government such as, but not limited to:
     • National Institutes of Science and Technology
     • Federal Information Security Management Act
     • Zero-trust Architecture
   • Banking or industry such as, but not limited to:
     • Sarbanes Oxley
     • Know Your Customer
     • Anti-money Laundering
     • Bank Secrecy Act
2. Is your company currently certified, pursuing, or eligible to receive certification for Federal Risk and Authorization Management Program (FedRAMP) for cloud computing?  Please provide any relevant details or narrative.

Fleet Specific

1. Does your company utilize open loop or closed loop issuers (or both)? 
2. What level of data does your company provide on Fleet transactions (e.g., Level 1, Level 2, Level 3)?
3. Does your company provide tax reclamation services on behalf of customers? If so, please describe the offering and process.
4. Does your company provide virtual fleet card offerings?

Footnote:

1. The Unique Entity Identifier (UEI) is a 12-character alphanumeric code, replacing the DUNS number, used by the federal government to identify entities (businesses, organizations, and people) registered for federal awards in the System for Award Management (SAM). Any entity seeking to receive federal funds or awards, or to bid on government contracts, needs a UEI.  

Attachment:

1. Q&A Template

Introduction

The General Services Administration (GSA) Center for Charge Card Management (CCCM) is responsible for overall program management and leadership of the GSA SmartPay® program. This government-wide program provides commercial charge card and payment related services to approximately 250 federal government agencies, organizations, and Native American Tribal organizations. In fiscal year 2024, more than 4.5 million GSA SmartPay 3 card and account holders spent nearly $40 billion, through approximately 90 million transactions.

Purpose

CCCM is conducting market research for the potential development of a pilot project under the authority of GSAM Part 571 - Pilot Program For Innovative Commercial Products and Commercial Services (Commercial Solutions Opening (CSO)), which will not exceed a total contract value of $25 million. This potential pilot project may assess the feasibility of an innovative charge card and commercial payments platform designed to leverage commercial best practices, integrated technology, and financial controls of current innovative and enhanced spend management tools. This potential pilot project may be conducted for a limited number of GSA purchase, travel, and fleet cards and accounts, and could also potentially include government to government (i.e., inter-governmental and/or intra-governmental) transactions.

GSA will use the results and lessons learned from this GSA pilot project to assess the ability of proposed products, services, and systems to provide more enriched data and better end-to-end tracking of purchases or transactions (i.e., from approval to reconciliation and payment). Additional considerations may include customization of GSA interface functions for non-charge card or commercial payment functions, such as order management, receipt tracking, and travel management.

Submission of Information

Submit all responses to the questions below in the attached response template (Attachment 1 - Q&A Template) in an electronically searchable format, preferably Microsoft Word or PDF format.  Do not submit answers in the text of an email.  Submission of a general statement of capability or company profile is acceptable for informational purposes.  However, GSA will only consider information submitted in the template as substantial feedback or explanation of capabilities.  All applicable sections must be completed. All responses received in the format prescribed will be marked by GSA upon receipt as Controlled Unclassified Information IAW GSA CIO 2103.1 Controlled Unclassified Information (CUI) Policy.

Questions and/or comments concerning this RFI shall be made in writing (contractor format is acceptable). All questions and/or comments shall be sent by email to the POCs listed in this posting, with the  subject line: “Question/Comment to RFI 47QRAB25N0002 - GSA Charge Card Pilot Project”. Questions/comments sent to any other individuals, email address, or utilizing any other mechanism (e.g., meetings, phone calls) will not be addressed. Questions/comments beyond the responses requested in the Questions to Industry below, which were properly submitted in writing by the RFI response date (28 March 2025, 7PM ET), will be consolidated and posted as Attachment 2 - Questions/Answers to this RFI. The RFI will remain active until 15 April 2025 for reviewing Questions/Answers, but the response due date will not be extended.

Questions to Industry

Company Profile

1. Name of company
2. Type of company (e.g., financial technology, bank, network)
3. SAM.gov Unique Entity Identification number (See Footnote 1)
4. Relevant NAICS codes
5. Please provide any information about relevant products, services, and systems that your company is currently providing to federal government agencies or similar private sector organizations.

Interest in Participation

1. How interested is your company in competing for a potential pilot project to provide GSA with relevant products, services, and systems to meet the objectives described in the “Purpose” section?  Please indicate the following and provide a narrative reason for the response:
   • Very interested
   • Moderately interested
   • Slightly interested
   • Not interested
   • Definitely not interested
   • Unknown at this time
2. Are there any risks that would prevent or discourage your company from competing for a potential pilot project?

Capabilities

1. A potential pilot project for a charge card and commercial payments platform may include functionality that is currently described in the GSA SmartPay 3 master contract.  Please provide input as to how your company may deliver similar outcomes – specifically for products, services, and systems – and/or any potential alternatives as they align with also meeting objectives described in the “Purpose” section.
2. Please identify any known or perceived risks to the current GSA SmartPay 3 program, including reasons and assumptions, and how your company’s products, services, and systems will reduce, mitigate, or eliminate those risks.
3. Please provide a sample implementation timeline for the implementation of products, services, and systems for a potential pilot project.

Pricing

1. Please provide the commercial pricing structure that you would apply to the development of a charge card and commercial payments platform that would meet the objectives described in the “Purpose” section.
2. Please provide any sample agreements that include pricing.

Security

1. Please provide information about whether your company currently is required to comply with or currently complies with as best practice, the following technology security standards, laws, or protocols:
   • Commercial such as, but not limited to:
     • Payment Card Industry-Data Security Standard
     • System and Organization Controls 2
   • Federal government such as, but not limited to:
     • National Institutes of Science and Technology
     • Federal Information Security Management Act
     • Zero-trust Architecture
   • Banking or industry such as, but not limited to:
     • Sarbanes Oxley
     • Know Your Customer
     • Anti-money Laundering
     • Bank Secrecy Act
2. Is your company currently certified, pursuing, or eligible to receive certification for Federal Risk and Authorization Management Program (FedRAMP) for cloud computing?  Please provide any relevant details or narrative.

Fleet Specific

1. Does your company utilize open loop or closed loop issuers (or both)? 
2. What level of data does your company provide on Fleet transactions (e.g., Level 1, Level 2, Level 3)?
3. Does your company provide tax reclamation services on behalf of customers? If so, please describe the offering and process.
4. Does your company provide virtual fleet card offerings?

Footnote:

1. The Unique Entity Identifier (UEI) is a 12-character alphanumeric code, replacing the DUNS number, used by the federal government to identify entities (businesses, organizations, and people) registered for federal awards in the System for Award Management (SAM). Any entity seeking to receive federal funds or awards, or to bid on government contracts, needs a UEI.  

Attachment:

1. Q&A Template

Introduction

The General Services Administration (GSA) Center for Charge Card Management (CCCM) is responsible for overall program management and leadership of the GSA SmartPay® program. This government-wide program provides commercial charge card and payment related services to approximately 250 federal government agencies, organizations, and Native American Tribal organizations. In fiscal year 2024, more than 4.5 million GSA SmartPay 3 card and account holders spent nearly $40 billion, through approximately 90 million transactions.

Purpose

CCCM is conducting market research for the potential development of a pilot project under the authority of GSAM Part 571 - Pilot Program For Innovative Commercial Products and Commercial Services (Commercial Solutions Opening (CSO)), which will not exceed a total contract value of $25 million. This potential pilot project may assess the feasibility of an innovative charge card and commercial payments platform designed to leverage commercial best practices, integrated technology, and financial controls of current innovative and enhanced spend management tools. This potential pilot project may be conducted for a limited number of GSA purchase, travel, and fleet cards and accounts, and could also potentially include government to government (i.e., inter-governmental and/or intra-governmental) transactions.

GSA will use the results and lessons learned from this GSA pilot project to assess the ability of proposed products, services, and systems to provide more enriched data and better end-to-end tracking of purchases or transactions (i.e., from approval to reconciliation and payment). Additional considerations may include customization of GSA interface functions for non-charge card or commercial payment functions, such as order management, receipt tracking, and travel management.

Submission of Information

Submit all responses to the questions below in the attached response template (Attachment 1 - Q&A Template) in an electronically searchable format, preferably Microsoft Word or PDF format.  Do not submit answers in the text of an email.  Submission of a general statement of capability or company profile is acceptable for informational purposes.  However, GSA will only consider information submitted in the template as substantial feedback or explanation of capabilities.  All applicable sections must be completed. All responses received in the format prescribed will be marked by GSA upon receipt as Controlled Unclassified Information IAW GSA CIO 2103.1 Controlled Unclassified Information (CUI) Policy.

Questions to Industry

Company Profile

1. Name of company
2. Type of company (e.g., financial technology, bank, network)
3. SAM.gov Unique Entity Identification number (See Footnote 1)
4. Relevant NAICS codes
5. Please provide any information about relevant products, services, and systems that your company is currently providing to federal government agencies or similar private sector organizations.

Interest in Participation

1. How interested is your company in competing for a potential pilot project to provide GSA with relevant products, services, and systems to meet the objectives described in the “Purpose” section?  Please indicate the following and provide a narrative reason for the response:
   • Very interested
   • Moderately interested
   • Slightly interested
   • Not interested
   • Definitely not interested
   • Unknown at this time
2. Are there any risks that would prevent or discourage your company from competing for a potential pilot project?

Capabilities

1. A potential pilot project for a charge card and commercial payments platform may include functionality that is currently described in the GSA SmartPay 3 master contract.  Please provide input as to how your company may deliver similar outcomes – specifically for products, services, and systems – and/or any potential alternatives as they align with also meeting objectives described in the “Purpose” section.
2. Please identify any known or perceived risks to the current GSA SmartPay 3 program, including reasons and assumptions, and how your company’s products, services, and systems will reduce, mitigate, or eliminate those risks.
3. Please provide a sample implementation timeline for the implementation of products, services, and systems for a potential pilot project.

Pricing

1. Please provide the commercial pricing structure that you would apply to the development of a charge card and commercial payments platform that would meet the objectives described in the “Purpose” section.
2. Please provide any sample agreements that include pricing.

Security

1. Please provide information about whether your company currently is required to comply with or currently complies with as best practice, the following technology security standards, laws, or protocols:
   • Commercial such as, but not limited to:
     • Payment Card Industry-Data Security Standard
     • System and Organization Controls 2
   • Federal government such as, but not limited to:
     • National Institutes of Science and Technology
     • Federal Information Security Management Act
     • Zero-trust Architecture
   • Banking or industry such as, but not limited to:
     • Sarbanes Oxley
     • Know Your Customer
     • Anti-money Laundering
     • Bank Secrecy Act
2. Is your company currently certified, pursuing, or eligible to receive certification for Federal Risk and Authorization Management Program (FedRAMP) for cloud computing?  Please provide any relevant details or narrative.

Fleet Specific

1. Does your company utilize open loop or closed loop issuers (or both)? 
2. What level of data does your company provide on Fleet transactions (e.g., Level 1, Level 2, Level 3)?
3. Does your company provide tax reclamation services on behalf of customers? If so, please describe the offering and process.
4. Does your company provide virtual fleet card offerings?

Footnote:

1. The Unique Entity Identifier (UEI) is a 12-character alphanumeric code, replacing the DUNS number, used by the federal government to identify entities (businesses, organizations, and people) registered for federal awards in the System for Award Management (SAM). Any entity seeking to receive federal funds or awards, or to bid on government contracts, needs a UEI.  

Attachment:

1. Q&A Template