Intra-governmental Transactions

Working Group (ITWG)

April 12, 2022
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Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• What’s Next

• Trading Partner Queue (TPQ) Maintenance

• Connecting With Your Trading Partners

• Office Hours

• March Survey Results

• Reference Materials
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Tentative ITWG Schedule

 Feb 8 – Program Updates, Release 4.4 Coming Soon, In-Flight Orders 

Update, Office Hours, January Survey Results, Reference Materials

 March 8 – Program Updates, What’s Next, BizApp, Feature Management, 

G-Inv Implementation Timeline, G-Invoicing Production Statistics, Office 

Hours, March Survey, Reference Materials

 April 12 – Program Updates, What’s Next, Trading Partner Queue (TPQ) 

Maintenance, Connecting With Your Trading Partners, Office Hours, 

March Survey Results, Reference Materials

Planned Dates: May 10, June 14, July 12

Future Topics:

• Post-mandate enhancements

2-3:30 pm ET
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Program Updates

• Q2 FY22 Implementation Plans were due to Treasury by March 

31st

‒ Thank you for your timely submissions!

‒ These submissions will be reflected on your Q2 Scorecard

‒ Q3 FY22 Implementation Plans are due by June 30th

‒ Reminder: Please ensure that the correct Agency G-Invoicing POCs are 

captured on your quarterly submissions

• G-Invoicing R4.4 successfully deployed to QA-C (March 11th)

‒ Delivered GT&C Workflow by Org Group, Improved User API efficiencies, 

Undelivered Balance Enhancements, a more efficient GT&C Summary List 

page (larger agencies), New Report Menu and Performance Report, and 

New Supervisor Roles were created.
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Program Updates Continued

• Post-mandate API Specifications published on the G-Invoicing webpage

‒ Includes the following: 

• Constructive Order Acceptance (COA) 

• GT&C Modification/Revert

• In-Flight Orders (including template)

• Low Dollar Purchases (7600EZ)

• Order Modification/Revert

• Performance Amount (Rounding Refunds)

‒ Published 7600EZ Overview PPT in March

‒ Located under Future G-Invoicing Features/Enhancements

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

• G-Invoicing Program Guide – Under review for updates

‒ Guide for Basic Accounting and Reporting

‒ We’ll provide a brief update at Issues Resolution Committee (IRC) Meeting on April 

20th on our revisions/updates

‒ https://www.fiscal.treasury.gov/ussgl/resources-g-invoicing-program-guide.html
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• Development underway for Release 4.5.

– In-Flight Order Upload (Partner 1 Order 

Validations) in QA-F

– EZ Invoice (Create & access EZ Invoices through 

the UI and API) in QA-F in support of vendor efforts

– Business Application (BizApp) added to the GT&C

• New data element on the GT&C Header Detail tab

• Will default to Standard until a future release

• Allows G-Invoicing to apply conditional logic to govern documents

– Feature Management to control Account access to post-mandate 

functionality

• Software development tool that will be leveraged to control usage of new features

• G-Invoicing must control how new features are released - not all agencies will be 

ready to use a new feature at the same time.

– Projected Release: June/July 2022

What’s Next
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• The TPQ was established as a temporary placeholder for agencies to 

initiate GT&Cs with their Trading Partner’s ALCs until the agency was 

onboarded to Production 

• The TPQ will be decommissioned on 05/01/2022

– The TPQ will be disabled to prevent any additional GT&Cs from being 

created

– All future GT&Cs will need to be established with the Trading Partner’s 

Production Account

– Trading Partner discussions are encouraged to determine readiness for 

brokering GT&Cs. Contact information for Trading Partner POCs can be 

found in the Trading Partner Directory. 

• Existing GT&Cs will need to be migrated to an Agency 

Production Account

– All agencies who currently have GT&Cs in the TPQ will be contacted 

over the next few months to schedule the migration of these GT&C’s 

to their Agency Production Account

Trading Partner Queue (TPQ) Maintenance
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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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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:

‒ GSA Trading Partner Spotlight – GSA Transition to G-Invoicing (April 5th)

‒ Managing Performance While and Order is in Modification (April 19th)

‒ TBD (May 3rd)

‒ GPO Trading Partner Spotlight (May 17th)

‒ USPS Trading Partner Spotlight (May 31st)

‒ Trading Partner Spotlight: Providing Agencies a platform to discuss their G-Invoicing implementation approach with trading 

partners. 

Note: If Agencies would like to volunteer for a Trading Partner Spotlight session, please reach out to IGT@fiscal.treasury.gov

• Register for Office Hours here: https://fiscal.treasury.gov/training/g-invoicing-office-hours.html
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March Survey Results

1. What is the lowest Organizational Level that your agency expects to utilize 

Feature Flags?

a) 50% - Agency Account Level

b) 12% - Org Group + Descendants Level

c) 38% - Both (a + b)

2. If the answer to Question 1 is b or c, which post-mandate feature(s) (Slide 

4) would take you down to that level?

‒ Majority indicated Low Dollar 7600EZ

‒ Other post-mandate features mentioned include: Constructive Order 

Acceptance, GT&C Mod/Revert, Performance Amount, Order Mod/Revert, GSA 

Fleet Leasing, GSA Global Supply & GPO Printing

‒ We appreciate your feedback
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March Survey Results Continued

3. Is there a specific agency that you’d like to hear from during an 

upcoming Office Hours Trading Partner Spotlight session?

‒ Majority would like to hear from DoD and their components with two 

mentions for DFAS

‒ Other agencies requested include: GSA, Dept. of State, DHS, OPM, 

DOE, GPO, HHS, DOJ, HHS, NASA, NSA & ODNI

‒ We’ll coordinate with the agencies mentioned to see about having 

them present at a future Trading Partner Spotlight session.

4. Does your agency need any assistance in connecting with a specific 

Trading Partner? If so, please explain.

‒ Majority of responders indicated they did not need any assistance.

‒ If your agency indicated an issue, we will be in touch to see what assistance 

we can provide.
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Reference Materials

The Mandate

• Mandated that all Federal Program Agencies (FPAs) who process IGT 

Buy/Sell transactions must implement G-Invoicing 

https://tfm.fiscal.treasury.gov/v1/p2/c470.html

Program Guide

• Provides guidance regarding proper accounting treatment for IGT Buy/Sell 

transactions processed through G-Invoicing 

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 G-Invoicing 

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

OMB Max

• Access to the Trading Partner Directory and Agency Implementation Plans

https://community.max.gov/display/CrossAgencyExternal/Bureau+of+the+Fiscal+Service+GInvoicing

Federal Intragovernmental 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:

June 2021 (Updated Annually)

Guidance: 

G-Invoicing Program Guide for 

Basic Accounting and Reporting

Published:

February 2019

G-Invoicing System Integration 

Guide

Revised:

March 2021

G-Invoicing Rules of Engagement

Revised:

January 2022
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Appendix

• Post-Mandate Enhancements (Slide 14)

• Thresholds for Compliance (Slide 15)

• FY23 Non-Impacted Business Lines (Slide 16)

• Progress Towards the G-Inv Mandate (Slide 17)

• Resource, Knowledge, and Training Offerings (Slides 18-19)

• G-Invoicing Program Contacts (Slide 20)
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Post-Mandate Enhancements

• Below is a priority list of the Post-Mandate Enhancements.

‒ Order Upload

‒ Low Dollar Purchases (7600-EZ)

‒ Constructive Order Acceptance (GSA Rent)

‒ Allow Performance against an open Order while it’s being modified

‒ Allow Order Maintenance while GT&C is being modified

‒ Revert a modified GT&C or Order back to open status

‒ Allow Zero Quantity Refund

‒ Correct rounding issues
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TFM Bulletin 2022-03 (Published December 14, 2021)

• Defined the Monitoring and Enforcement metrics for G-Invoicing Mandate Compliance.

https://tfm.fiscal.treasury.gov/content/tfm/v1/bull/22-03.html

• Ranges are based on the dollar amount of Buy/Sell activity in G-Invoicing as compared to 

the FR Entities’ GTAS data and will increase each fiscal year.

Thresholds for Compliance
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 7600EZ Process – Transactions under $10,000 and business lines 

listed below. Entities will transition this activity to G-Invoicing and can 

begin using this new process flow by FY 2024.

– GSA Fleet Leasing

– GSA Global Supplies

– Government Publishing Office (GPO) select orders for publishing and printing

 GSA Rent - Will be leveraging the new Constructive Order Acceptance 

functionality. The Servicing Agency will supply all required Order data. 

The Requesting Agency will have 7 calendar days to review, correct, or 

approve the submitted Order. GSA Rent business line leveraging the GInvoicing Constructive Order Acceptance functionality will begin in FY 

2024.

Note: These activities will be included in the compliance calculation and were factored into 

Fiscal Service setting a 75% threshold to achieve compliance. If those identified make up 

more than 25% of an entity’s IGT Buy/Sell activity, they should reach out to Fiscal Service.

FY23 Non-Impacted Business Lines
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Pilot in QA-C

Establish 

Production 

Account

Define 

Organizational 

Hierarchy

Add/Train 

Users

Work with 

Trading 

Partners to 

Broker GT&Cs

Process 

Transactions

Sprinting Towards the October 1st, 2022 G-Invoicing Mandate

Progress Towards the G-Inv Mandate

• 97% of Significant Entities have established production accounts and are 

actively preparing for GT&Cs 

• AITs will continue to work with agencies to complete Organizational model, and 

train agency trainers in preparation for brokering GT&Cs. 

Agencies should be ready to broker GT&Cs with 

partners by June 2022.
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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

• Register for Webinar-based Training and access to On-Demand Financial 

Management Training Videos here: https://www.fiscal.treasury.gov/training/
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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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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/

For G-Invoicing Application Support

STLS.G-Inv.CBAF@stls.frb.org