Intra-governmental Transactions

Working Group (ITWG)

September 12, 2023
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Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• Release 6.0 Treasury Single Sign-On (SSO) Migration to CAIA

• New CAIA Login User Experience

• G-Invoicing Fiscal Year End Reminder
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Tentative ITWG Schedule

Planned Dates: Oct 10, Nov 14, Dec 12

Future Topics:

• Post-mandate enhancements

2:00 -3:30 pm ET

 July 11 – No Meeting

 August 8 – Program Updates, 2023 Mid-Year Powerful User Recertification, 

R6.0 Treasury SSO Migration to CAIA, SSAE-18 Update, Release 6.1, PostMandate Enhancement Timeline, Office Hours

 September 12 – Program Updates, Release 6.0 Treasury SSO Migration to 

CAIA, New CAIA Login User Experience, G-Invoicing Fiscal Year End 

Reminder
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Program Updates

• Q4 FY23 Implementation Plans are due to Treasury by September 29th

‒ These submissions will be reflected on your Q4 Scorecard

‒ Please ensure that the correct Agency G-Invoicing POCs are captured on your quarterly 

Attachment A submissions

‒ Reminder: Pull templates from G-Invoicing webpage each quarter to ensure you are 

submitting the most up-to-date versions

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

‒ Attachment A Template is being revised for Q1 FY24 submissions

• Agencies will use the current template for Q4 FY23 submissions

• G-Invoicing R6.0 Overview Webinar

‒ This session will highlight what changes agencies can expect to see in the application 

following R6.0

‒ One offering: 09/12/23 (11:00am - 12:00pm ET)
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Program Updates

• G-Invoicing Performance Transaction / Fund Settlement Schedule

‒ FY24 version published back in April

‒ Designed to help agencies understand the difference between the Performance 

transaction window and the Fund Settlement window in G-Invoicing

‒ Will help agencies know exactly when they need to enter Performance transactions in GInvoicing to settle funds in the desired Accounting Period

‒ Clarifies whether or not Fund settlement will occur with each Performance transaction 

under both FOB Source and Destination

‒ https://www.fiscal.treasury.gov/g-invoice/resources.html#standards
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Release 6.0 Treasury Single Sign-On (SSO) Migration to CAIA

CAIA (Common Approach to Identity Assurance) will provide a consistent user experience 

for authentication to the Fiscal Accounting applications. The CAIA solution is similar to the 

existing Treasury Single Sign-On system known as ISIM. ISIM will be replaced with 

SailPoint IdentityIQ to allow users to authenticate to Treasury applications using a form of 

multifactor authentication (1. PIV/PIV-I, CAC or 2. ID.me)

• CAIA Onboarding Guides have been published on the Fiscal Accounting application webpages. The GInvoicing and IPAC guides were updated on 08/14/2023.

‒ https://www.fiscal.treasury.gov/g-invoice/enrolling-in-g-invoicing.html

‒ https://fiscal.treasury.gov/ipac/getting-started.html

• Training videos/materials published in August for CAIA Implementation.

‒ CAIA G-Invoicing User Access (August 2023) - https://www.fiscal.treasury.gov/g-invoice/training.html

‒ CAIA G-Invoicing Administration (August 2023) - https://www.fiscal.treasury.gov/g-invoice/training.html

‒ CAIA IPAC User Access - https://www.fiscal.treasury.gov/ipac/Tutorial/default.html

• IPAC R25.0 deployment planned for Sept 12th (Production) and Sept 15th (QAC)

• G-Invoicing R6.0 deployment planned for Sept 14th (Production) and Sept 22nd (QAC)
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New CAIA Login User Experience

Full Overview Video Link: https://www.fiscal.treasury.gov/videos/g-invoice/caia-g-invoicing-user-access.mp4
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G-Invoicing Fiscal Year End Reminder

• All FY23 G-Invoicing performance transactions must be settled within the IPAC 

system prior to 11:59 PM (EST) on September 30, 2023 to be dated as FY23. 

Any transactions not fully processed until 12:00 A.M. (EST) or after on October 1, 

2023 will be dated as FY24. 

• Per the TFM for Buy/Sell transactions, Volume 1 Part 2 Chapter 4700 Appendix 8, 

“Treasury has established an IPAC cutoff date that requires all IPAC Buy/Sell 

transactions to be successfully processed no fewer than three business days 

before the close of each month or five business days before the close of year-end 

reporting.”

• Please call the Treasury Support Center at 877-440-9476 or email 

GInvoicing@stls.frb.org if you have any questions.”
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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

Intra-governmental Transactions Working Group Information

IGT@fiscal.treasury.gov

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

Treasury Support Center

GInvoicing@stls.frb.org

1-877-440-9476
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Appendix

• CAIA Backup Slides (Slides 11 - 20)

• Connecting With Your Trading Partners (Slide 21)

• Knowledge and Training Offerings (Slides 22 - 24)

• IPAC Transaction Sub-Category Timeline (Slide 25)

• Treasury Support Center (Slide 26)

• Commonly Referenced Resources (Slide 27)

• Reference Materials (Slide 28)
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Creating/Assigning Agency Accounts

Current G-Invoicing (GINV) Users will be able to log into G-Invoicing environments immediately without 

user or administrator intervention, provided the following are true:

• User account is active in G-Invoicing

• User has active PIV/CAC or ID.me validation

• User Identity Verification has been linked previously to G-Invoicing

• No changes required to existing GINV user account settings, per GINV environment

Expected User Experience:

• G-Invoicing user logs into the G-Invoicing Application via id.me or PIV/CAC 

• Selects appropriate SailPoint Roles (G-Invoicing environment from selection list)

• Accesses G-Invoicing

CAIA/G-Invoicing Agency Experience

For Existing G-Invoicing Agencies, the Bureau of Fiscal Service will be migrating all Agency accounts and their 

user accounts into CAIA/SailPoint.
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CAIA/G-Invoicing Access Information

CAIA/SailPoint Role Links are Useful for:

- New Users 

- Managing SailPoint Roles

• Acceptance = https://iiq-acc.fiscal.treasury.gov/

• Production = https://iiq.fiscal.treasury.gov/

G-Invoicing Environment URLs are Useful for 

access to G-Invoicing post-Identity Validation:

- Authorized GINV Users 

- Administrators

• QA-C/Test: https://qa.igt.fiscal.treasury.gov

• Production: https://www.igt.fiscal.treasury.gov/
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PIV/CAC: Process Summary

1. Follow Agency-specific guidelines for acquiring PIV/CAC card; Contact GINV 

POC for additional information

2. Navigate G-Invoicing URLs (QA-C/Test & Production)

SailPoint Role Links

Acceptance(QAC) https://iiq-acc.fiscal.treasury.gov/

Production https://iiq.fiscal.treasury.gov/

3. Insert PIV/CAC card into Reader; Validate PIV Certificate; 

4. Type PIN when prompted;

5. Verify email address; validate against PIV/CAC card; 

6. Code is emailed to Requestor

7. User enters code for validation

8. In SailPoint, Follow Identity Verification steps; Select Roles(G-Invoicing 

environments)
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PIV/CAC: Process Steps (con’t)

3. Insert PIV/CAC card into Reader; Select PIV Certificate

Example PIV/CAC User

Example PIV/CAC User

Example PIV/CAC User
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PIV/CAC: Process Steps (con’t)

4. Type PIN when prompted
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PIV/CAC: Process Steps (con’t)

5. In SailPoint, Verify email address; validate against PIV/CAC card

Example.user@stls.frb.org

Example.user@stls.frb.org
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PIV/CAC: Process Steps (con’t)

6. Code is emailed and user enters code into SailPoint for validation

Example.user@stls.frb.org
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PIV/CAC: Process Steps (con’t)

7. Code is emailed and user enters code into SailPoint for validation
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PIV/CAC: Process Steps (con’t)

8. In SailPoint, Follow Identity Verification steps; Follow SailPoint steps below
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ID.me: Access Summary

ID.me is an authentication option for when 

users do not have a PIV/CAC

1. Select the ID.me button

2. Follow the on-screen instructions to sign 

in with an existing account or create an 

account

3. If prompted, follow the on-screen 

instructions to verify your identity

*Note: ID.me Support Assistance: ID.me help; https://help.id.me/hs/en-us
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Connecting With Your Trading Partners

• Staying up to date on your Partners’ progress is key to your own success in transitioning your IGT 

Buy/Sell activity to G-Invoicing

• Fiscal Service provides several utilities to facilitate effective communication with your Partners to 

gain an understanding of their implementation approach and timeline 

• G-Invoicing’s OMB Max page contains data 

related to each Agency’s Implementation Status 

including the following:

‒ Implementation Plans for Significant Reporting 

Entities who receive IGT Scorecards 

‒ Trading Partner Directory which displays enrollment 

status and transaction processing readiness by 

Implementation Entity

‒ Visit our OMB Max site to access these resources: 

https://community.max.gov/x/szd0ZQ
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Knowledge and Training Offerings

G-Invoicing Learning Opportunities

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

• Independent Training Resources including pre-recorded G-Invoicing training 

videos are available through the G-Invoicing website: https://www.fiscal.treasury.gov/g-invoice/training.html
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Knowledge and Training Offerings Cont.

• Register for Webinar-based Training 

and access to On-Demand Financial 

Management Training Videos here: 

https://www.fiscal.treasury.gov/training/

• For your awareness, there are User and Admin 

Guides available within G-Invoicing, under the 

Help dropdown for you to reference as well.
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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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IPAC Transaction Sub-Category Timeline

TFM Bulletin 2023-05 provided updates to the IPAC Timeline

• October 2023 – The new IPAC data element becomes required for the Bulk File.

• Delayed the removal of Buy/Sell option for both the IPAC User Interface and IPAC Bulk File until 

October 2025 (Fiscal Year 2026).

December 2021

• New data element 

available as 

optional in IPAC.

October 2022

• New data element 

required in the 

IPAC User 

Interface, optional 

in IPAC Bulk File.

October 2023

• New data element 

required in IPAC 

Bulk File

October 2025

• Removal of 

Buy/Sell option for 

both the IPAC User 

Interface and IPAC 

Bulk File.
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Treasury Support Center (TSC)

• The Treasury Support Center is able to manage and escalate all G-Invoicing requests/issues to the 

appropriate support teams including the following:

‒ Enrolling in G-Invoicing

‒ Access Questions

‒ Resetting your Password

• Due to the large volume of agency requests/issues received through various email boxes and contacts, we 

are encouraging all G-Invoicing issues/requests to be escalated through the Treasury Support Center via 

email GInvoicing@stls.frb.org or via phone 1-877-440-9476. 

‒ This process will ensure all requests/issues are routed to the appropriate support staff and reviewed in a timely manner. If the

request/issue is of high urgency, please call the Treasury Support Center and request an immediate escalation.

‒ The Treasury Support Contact information can be found on the Fiscal Service website: https://www.fiscal.treasury.gov/ginvoice/contact.html

‒ Agencies should refer to 

Max.gov if they need help 

identifying their Master/User 

Admins

‒ G-Invoicing features & functionality

‒ G-Invoicing application errors & issues
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Resource Name Purpose Located?

Trading Partner Directory Look up trading partner G-Invoicing status and 

points of contact

OMB Max 

https://community.max.gov/x/szd0ZQ

G-Invoicing User Guide

General purpose resource for G-Invoicing 

resource. Includes detailed walk-throughs for 

using various application features

Within G-Invoicing under the “Help Menu”

G-Invoicing Administrator Guide

Resource for G-Invoicing users with 

administrator roles. Includes detailed walkthroughs for administrator only features Within G-Invoicing under the “Help Menu” 

G-Invoicing Self Paced Learning Videos Recorded demonstrations and walk-throughs 

for G-Invoicing features

In the Training section of the Fiscal Service GInvoicing page. 

G-Invoicing: Training (treasury.gov)

G-Invoicing Instructor Led Webinars

Instructor led webinars held weekly the 

focuses on brokering documents in GInvoicing and will include advanced features 

post R5.0

Bureau of the Fiscal Service - Training 

(treasury.gov)

Treasury Support Center Help Desk to assist with G-Invoicing issues

GInvoicing@stls.frb.org

1-877-440-9476 

Available Monday through Friday, 7:00am 

through 8:00pm (Eastern)

Commonly Referenced Resources
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Reference Materials

The Mandate

• Mandated that all Federal Program Agencies (FPAs) who process IGT Buy/Sell transactions must implement GInvoicing https://tfm.fiscal.treasury.gov/v1/p2/c470.html

• TFM Bulletin 2023-05 (March 23, 2023) Defined revised timeline for IPAC IGT Buy/Sell Subcategory Use, IGT 

Scorecard Updates, and Constructive Order Acceptance restrictions. https://tfm.fiscal.treasury.gov/v1/bull/23-05

• TFM Bulletin 2023-10 (July 27, 2023) Eliminated the In-Flight Orders Mandate 

https://tfm.fiscal.treasury.gov/v1/bull/23-10

Program Guide

• Provides guidance regarding proper accounting treatment for IGT Buy/Sell transactions processed through GInvoicing https://www.fiscal.treasury.gov/ussgl/resources-g-invoicing-program-guide.html

System Integration Guide

• Details how FPAs may utilize automated data exchanges to communicate IGT Buy/Sell activities to/from GInvoicing 

https://fiscal.treasury.gov/files/g-invoice/g-invoicing-system-integration-guidev1.1.pdf

Rules of Engagement

• Outlines protocol for Trading Partner interaction in support of transitioning IGT Buy/Sell business processes to 

G-Invoicing

https://www.fiscal.treasury.gov/files/g-invoice/g-invoicing-rules-of-engagement.pdf

Max.gov

• Access to the Trading Partner Directory and Agency Implementation Plans

https://community.max.gov/display/CrossAgencyExternal/Bureau+of+the+Fiscal+Service+G-Invoicing

Federal Intra-governmental Data Standards (FIDS)

• Defines the data attributes and the system mapping & validation rules for the new IGT Buy/Sell data standard 

which is implemented through G-Invoicing.

https://fiscal.treasury.gov/g-invoice/resources.html#standards

Policy: 

TFM Chapter 4700 – Appendix 8

Published:

November 2022 (Updated Annually)

Guidance: 

G-Invoicing Program Guide for 

Basic Accounting and Reporting

Revised:

August 2022

G-Invoicing System Integration

Guide

Revised:

May 2023

G-Invoicing Rules of Engagement

Revised:

July 2023