Intragovernmental Transactions

Working Group (ITWG)

February 9, 2021
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Today’s Agenda

• Program Updates

• Release 4.1

• What’s Next

• Knowledge & Training

• January Survey Results

• Survey Questions
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Tentative ITWG Schedule

 December 8 – Program Updates, In-Flight Orders, PIV/PIV-I/CAC 

Two-Factor Authorization

 January 12 – Program Updates, Trading Partner Directory, Agency 

Satisfaction Survey

 February 9 – Program Updates, Release 4.1 & What’s Next, 

Knowledge and Training

Planned Dates: Mar 9, Apr 13, May 11

Future Topics:

• Low Dollar Purchases

• Measuring and Enforcing 

Mandate Compliance

2-3:30 pm ET
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Program Updates

• Q2 FY21 Implementation Plans are due to Treasury by March 31st 

‒ These submissions will be reflected on your Q2 Scorecard

‒ Submission of a Revised Attachment B – Trading Partner Directory

ALC Implementation Status is highly encouraged.

• Trading Partner Directory ALC Implementation Status 

(Attachment B) – Revised January 2021

‒ Broken out further below ALC to show status by Implementation 

Entity and Target Dates for Intra-governmental & Intra-departmental 

readiness.

‒ https://www.fiscal.treasury.gov/g-invoice/training.html

• 7600A/B Forms Working Group

‒ Completed reviews of the 7600A/B Instructions

‒ Treasury is reviewing the feedback received on the 7600 A & B

‒ Targeting March/April for releasing updated forms & instructions
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What’s Coming with Release 4.1

• Seller Facilitated Orders (SFO)

• Agencies will be able to assign Subordinate 

Groups & select DII in the GT&C

• Enhanced Org Tree option for Group Name & 

Description in GT&C details

‒ Expand/Collapse All Buttons Added

‒ Option to Select from Org Tree not 

available with R4.1 (future enhancement)

• Improved Accessibility

• Scheduled Production Deployment for Spring 

2021

• Overview Webinars will be scheduled in 

March
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• Development underway for Release 4.2 to align the 

application with the interface specifications published in 

June 2020.

– Specifications frozen to allow vendors to build & test

– Order Closure Rules

– Performance Rules

• Deferred Payments

• Adjustments (Refunds)

• Date Rules

• Quantity Rules

• GT&C Workflow

What’s Next
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Knowledge and Training Offerings

G-Invoicing Learning Opportunities

• Our Agency Implementation Team hosts a variety of training options including 

classroom, virtual, and in some cases on-site instruction

• Independent Learning Materials including videos, reference guides, and 

presentations are available through the G-Invoicing website: 

https://www.fiscal.treasury.gov/g-invoice/

• Register for Training, Office Hours, Webinars, and access our Independent 

Training Videos here: https://www.fiscal.treasury.gov/g-invoice/training.html
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Office Hours

• G-Invoicing Program conducts virtual Office Hours sessions twice monthly where we host targeted 

discussions as well as “open-mic” styled discussions

• Future Topics Include:

‒ What should my agency be doing now to prepare for the G-Invoicing Mandate – Feb 16

‒ Round Table Discussion on Phased Implementations and How Agencies are Implementing G-Invoicing

‒ Round Table Discussion on Lessons Learned thus far

‒ 7600A/B Form Review 

‒ GT&Cs: Learn All About them and how to get started with them 

‒ Orders : Brokering IGT Buy/Sell Activity with a Trading Partner

‒ Performance transactions in G-Invoicing

• Register for Office Hours here: https://www.fiscal.treasury.gov/g-invoice/training.html
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You’re Not Alone – We’re Here To Help

Agency Implementation Team (AIT)

• Education

‒ Business Process Walkthroughs

‒ Application Demos

‒ User Training

• Account Establishment

• Enrollment Assistance

• Production Support

• Assistance with Agency-Led Implementation Team

Engagement | Outreach | Support
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• Consensus from agencies the information presented in the Trading Partner 

Directory was helpful

• Suggested improvements to the Trading Partner Directory included:

– Listing the AIT assigned to each agency

– Notating agencies with phased implementations (ex. GSA)

– Include Org structures and where the organizations are in the implementation 

process

– Listing all agencies, even if an agency hasn’t established a production account

• Majority of those who responded felt no additional items should be collected 

on the Attachment A and B

• Suggested future Office Hours topics included:

– Phased Implementations (how other agencies are handling it)

– Performance transactions in G-Invoicing (including advances & refunds)

– Creating GT&C’s when your trading partner is not in production

– Additional 7600A/B discussions

– Lessons learned from agencies

January Survey Results
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Survey Questions

1. What sort of support or engagement does your agency need from the 

program team to help move your implementation along?

2. Which Trading Partners do you need help connecting with?

3. Are you actively engaging with your ERP System Provider regarding 

upgrades to your existing Financial System(s) in preparation for GInvoicing?

4. Does your agency require assistance from Treasury in communications 

with your ERP System Provider? (If yes, please describe in detail)

5. Do you participate in the Financial Management Standards Committee 

Subgroup which is aligned to your ERP System Provider(s)?

6. Have you aligned resources (personnel, funding, etc.) in preparation for 

the integration of G-Invoicing solutions being delivered by your ERP 

System Provider?
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G-Invoicing Program Contacts

For IGT Program Management and Agency Outreach Support

Andy Morris

Manager, Intragovernmental Transaction & Reconciliation Branch (ITRB)

Bureau of the Fiscal Service – Fiscal Accounting

andrew.r.morris@fiscal.treasury.gov

Jeff Board

G-Invoicing Product Owner, ITRB

Bureau of the Fiscal Service – Fiscal Accounting

jeffrey.board@fiscal.treasury.gov

Keith Jarboe

IGT Agency Outreach, Engagement & Onboarding

Bureau of the Fiscal Service – Fiscal Accounting

keith.jarboe@fiscal.treasury.gov

For Intragovernmental Transactions Working Group Information

IGT@fiscal.treasury.gov

https://www.fiscal.treasury.gov/g-invoice/