Intragovernmental Transactions

Working Group (ITWG)

January 9, 2018
Page 2 L EAD ∙ T RANSFORM ∙ D ELIVER

Today’s Agenda

• Team Introductions

• G-Invoicing Release 2.1 Overview

• Preparing for Onboarding to G-Invoicing

• Next Steps 
Page 3 L EAD ∙ T RANSFORM ∙ D ELIVER

G-Invoicing Team Introductions

Program Mgmt./Agency Outreach Support, Fiscal 

Service

• Matt Conrad, Project Manager, Intragovernmental Branch 

• Keith Jarboe, IGT Agency Outreach, Project Support Division

Agency Onboarding and Implementation, Federal 

Reserve Bank of St. Louis (FRB STL)

• Jennifer Robinson, G-Invoicing Business Program Manager

• Robert Mattison, Agency Implementation Team (AIT) Manager

• Doug Larson , Project Manager

• George Pierce, AIT 

• Lena Napolitano, AIT 

• Will Beedie , AIT

• Shelley Sadler, AIT
Page 4 L EAD ∙ T RANSFORM ∙ D ELIVER

G-Invoicing Release 2.1 Overview 

• Targeted for Implementation in Production on 

3/26/2018

• Permits Governmentwide use of G-Invoicing to 

broker General Terms and Conditions (GT&C) 

• Modifies GT&C functionality to support internal 

drafts and multiple approvals

• Implements reporting service framework

− User Identity Report

• Aligns GT&C functionality with the Federal 

Intragovernmental Data Standards (FIDS)
Page 5 L EAD ∙ T RANSFORM ∙ D ELIVER

GT&C Updates 

• Updated GT&C Document States

− Internal Draft: Draft GT&C viewable only by initiator 

− Shared Draft: Draft GT&C shared by initiator for their trading 

partner to complete

• New GT&C Roles 

− Creator and Final Approver

• Aligns GT&C functionality with the Federal 

Intragovernmental Data Standards (FIDS)

• List of active partners by ALC will be maintained and 

published by Fiscal Service

− “Active” means that the ALC is reviewing and approving 

GT&Cs

• Trading Partner Bullpen

− Allows an FPA to establish an agreement with an inactive 

trading partner ALC
Page 6 L EAD ∙ T RANSFORM ∙ D ELIVER

G-Invoicing 2.1 GT&C Creation Process

• If both trading partners are active in G-Invoicing, GT&Cs can be approved and “Open 

for Orders”

• If one trading partner is active in G-Invoicing and their trading partner’s ALC is 

inactive (in the bullpen), draft can be shared with your trading partner

• If one trading partner is active in G-Invoicing and cannot find their trading partner’s 

ALC, reach out to Fiscal Service at igt@fiscal.treasury.gov

• Each trading partner can assign the following user roles: GT&C Initiator, GT&C 

Manager, Approver 1 and Approver 2
Page 7 L EAD ∙ T RANSFORM ∙ D ELIVER

Reports

• User Identity Report

• Update “advanced search” GT&C report
Page 8 L EAD ∙ T RANSFORM ∙ D ELIVER

• User Manager

– “User Manager” field specifies who is 

responsible for annually recertifying a user’s 

access

– Field will be required when users are added to 

the system

• Administrator in multiple accounts 

– One user can have administrator roles across 

multiple Disburser Accounts simultaneously

– Users can toggle between accounts after signing 

in with one user ID/PW combination

Other Updates
Page 9 L EAD ∙ T RANSFORM ∙ D ELIVER

Treasury Support 

• G-Invoicing Workgroups

– Intragovernmental Workgroup (ITWG) 

• Outreach and Onboarding Resources 

– Request a G-Invoicing Focus Group to provide 

overview to FPA key stakeholder group

– Request AIT Resource to begin onboarding process 

by sending a request to igt@fiscal.treasury.gov
Page 10 L EAD ∙ T RANSFORM ∙ D ELIVER

Treasury Support 

• Office Hours

– Q&A sessions held focused on G-Invoicing 

Onboarding

– Sign Ups will be posted on Fiscal Service Events 

Page 

– Small, group sessions to assist FPAs who are 

actively working through their onboarding and 

implementation

– FPAs should attempt to bring at least one trading 

partner that is also working through their 

implementation
Page 11 L EAD ∙ T RANSFORM ∙ D ELIVER

Internal Preparation

• Review reference material (Fiscal Service Page)

– G-Invoicing overview and User Guides 

– Federal Intragovernmental Data Standard (FIDS)

• Identify your stakeholders

• Inventory Existing Agreements 

– Determine LOE for inputting GT&Cs based on ALC

– Organize agreements by Trading Partner

• Map Agreement Process 

• Document organizational hierarchy and desired 

access to Buy/Sell GT&Cs
Page 12 L EAD ∙ T RANSFORM ∙ D ELIVER

• “Train the Trainer” approach for training of initial 

agency users

– Onsite training of Admins and Users 

– Training material will be made available to support 

training approach 

• Computer Based Training (CBTs)

– Available on Fiscal Service Website 

• Creating a GT&C

• Establishing an Access Model Structure

• Signup available on Fiscal Service Website Late- January for:

– Fiscal Service hosted G-Invoicing Workshops in Crystal 

City Virginia 

– G-Invoicing r2.1 webinar

User Training
Page 13 L EAD ∙ T RANSFORM ∙ D ELIVER

Establish Disburser Account

• Work with AIT to complete Account Enrollment 

Form

• Establish and test account in QA environment

– Test access model configuration

• Establish Production Account

– Apply configurations tested in QA to Production

– Create Production Users and assign Roles and 

Data Access 
Page 14 L EAD ∙ T RANSFORM ∙ D ELIVER

• April 2018 Agencies can begin brokering 

agreements governmentwide in G-Invoicing

• Buyer or Seller can initiate

• Trade with Agency Account or Bullpen ALC

• Determine Agency GT&C process

– Agreements brokered/signed in G-Invoicing

– Agreements brokered manually; signed in G- Invoicing

– Agreements brokered manually, signed outside of G- Invoicing, then uploaded as a completed PDF

• Up to two signatures per trading partner in G- Invoicing

Brokering Agreements
Page 15 L EAD ∙ T RANSFORM ∙ D ELIVER

• Reach out to your Shared Service Provider 

(SSP), if applicable

• Request AIT Resource to begin onboarding 

process by sending a request to 

igt@fiscal.treasury.gov

• Determine personnel to take part in 

implementation/rollout

• Distribute/review G-Invoicing Reference 

Material

• Register users for the G-Invoicing workshop

• Attend Release 2.1 Webinars

• Participate in G-Invoicing “Office Hours”

Potential Next Steps
Page 16 L EAD ∙ T RANSFORM ∙ D ELIVER

Questions