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GSA SmartPay® 2010 Conference Card Management Systems (Hands-On) Heelay Yaftali Vice President 12th Annual GSA SmartPay Conference Atlanta, GA August 10-12, 2010 ® Card Management Systems House Rules Federal Agencies To ensure the best possible learning experience for participants, please adhere to the following house rules: • • • Turn cell phones and pagers to vibrate Hold questions to end of session Ensure your participant badge is scanned to receive CLP credits • Take advantage of opportunities to provide feedback − For each course − Must leave room and re-enter − Please select the “Ask Citi” icon on any Citi PC at the conference − Answers to be emailed after the conference within 45 days ® Card Management Systems Goals & Objectives Federal Agencies This course is designed to assist you in achieving the following objectives: • • This session will help you become more self-sufficient in managing your cardholder accounts and setting up non-cardholders. Learn basic navigation, entitlements, and how to use Citi tools to establish, monitor, and maintain your program. ® Card Management Systems Agenda Federal Agencies 1. Overview Roles – Non-Cardholders – Cardholders 2. Hands-On session – CitiManager Secure Overview Icons – CitiDirect Card Management System (CCMS) ƒ Manage Contacts ƒ Application Process ƒ Card Management ® Card Management Systems 1. Overview Roles ® Card Management Systems Overview Roles Federal Agencies Multiple Card Program Participants to include: • • • Agency/Organization Program Coordinator Designated by the Agency/Organization to manage the card program for the Agency/Organization. Approving Official – Ensures compliance for agency use of the card. Authorizes and approves charges or payments. Cardholder – responsible for using the Card for official use. The Cardholder is responsible for understanding Agency/Organization policies and procedures regarding card use, reconciliation, disputes and payment. ® Card Management Systems Overview Roles – Non-Cardholders Federal Agencies Oversight and Daily Program Management • • • • • Access to CitiManager Secure, CCMS, CCRS, CSP, and Library Real time updates and maintenance Email notification functionality Electronic workflow eliminating paper Access to robust reporting ® Card Management Systems Overview Roles –Cardholders Federal Agencies Cardholder level of access is based on the agency structure • • • • • • Access to CitiManager Secure, CCMS, CSP Online application process Cycle statement Self register for the Citimanager Secure to access Card Statements and Payments (CSP) for Online Payments Email notification functionality Online dispute initiation and tracking ® Card Management Systems 2. Hands-On Session ® Card Management Systems Demo Federal Agencies CitiManager Secure– Login page with SSO CSP – Card statements and Payments CCMS - Real-time tools to control and action • Manage Contacts • Cardholder Application • Card Management – Card Management – ASC Management – Hierarchy – Reporting – Inquiry – Disputes – Assistance – What’s New – Help ® Card Management Systems Heelay Yaftali Federal Agencies ® Card Management Systems Reminders Federal Agencies y Thank you for attending! y Visit the Citibank Welcome Center – Across from Room#B212 – National Industries for the Blind will have a display of products – Conference Slide Show – come see yourself shine! y Visit the Citibank One-on-One Lab - B210 y Visit the Citibank Mini Sessions – B209 y Ask Citi Link – Tell us your thoughts ® Card Management Systems Interactive Training Events Federal Agencies Citi offers onsite training at no cost for agencies meeting the required minimum participant level of 20 or more as set forth in the GSA SmartPay2 Master Contract. Please contact your Account or Client Manager if you are interested in setting up a training session. Training can be conducted at a Citi Training Location or On-site at your office. y Regional Citi Training Locations – Norfolk, VA – Washington, DC y On-Site at your office – 20 participant minimum y Distance Learning – Computer Based Training is available via the CLASS icon in CitiManager. ® Terms & Disclosures IRS Circular 230 Disclosure: Citigroup Inc. and its affiliates do not provide tax or legal advice. Any discussion of tax matters in these materials (i) is not intended or written to be used, and cannot be used or relied upon, by you for the purpose of avoiding any tax penalties and (ii) may have been written in connection with the "promotion or marketing" of any transaction contemplated hereby ("Transaction"). Accordingly, you should seek advice based on your particular circumstances from an independent tax advisor. Any terms set forth herein are intended for discussion purposes only and are subject to the final terms as set forth in separate definitive written agreements. This presentation is not a commitment to lend, syndicate a financing, underwrite or purchase securities, or commit capital nor does it obligate us to enter into such a commitment. Nor are we acting in any other capacity as a fiduciary to you. By accepting this presentation, subject to applicable law or regulation, you agree to keep confidential the existence of and proposed terms for any Transaction. Tuesday, July 28, 2009 Prior to entering into any Transaction, you should determine, without reliance upon us or our affiliates, the economic risks and merits (and independently determine that you are able to assume these risks) as well as the legal, tax and accounting characterizations and consequences of any such Transaction. 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As a sustainability leader in the financial sector, Citi has taken concrete steps to address this important issue of climate change by: (a) targeting $50 billion over 10 years to address global climate change: includes significant increases in investment and financing of alternative energy, clean technology, and other carbon-emission reduction activities; (b) committing to reduce GHG emissions of all Citi owned and leased properties around the world by 10% by 2011; (c) purchasing more than 52,000 MWh of green (carbon neutral) power for our operations in 2006; (d) creating Sustainable Development Investments (SDI) that makes private equity investments in renewable energy and clean technologies; (e) providing lending and investing services to clients for renewable energy development and projects; (f) producing equity research related to climate issues that helps to inform investors on risks and opportunities associated with the issue; and (g) engaging with a broad range of stakeholders on the issue of climate change to help advance understanding and solutions. Citi works with its clients in greenhouse gas intensive industries to evaluate emerging risks from climate change and, where appropriate, to mitigate those risks. ® ® ©2010 Citibank, N.A. All rights reserved. Citi, Citi and Arc Design and CitiDirect are trademarks and service marks of Citigroup Inc., used and registered throughout the world.