Intra-governmental Transactions

Working Group (ITWG)

April 13, 2021
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Today’s Agenda

• Program Updates

• Release 4.2

• Knowledge & Training Offerings

• Office Hours

• March Survey Results

• April Survey Questions
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Tentative ITWG Schedule

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

Knowledge and Training

 March 9 – Program Updates, What’s Next, ERP Provider Info & G-Inv 

Implementation Timeline, Agency Accomplishments, Knowledge and 

Training

 April 13 – Program Updates, Release 4.2, Knowledge and Training 

Planned Dates: May 11, June 8, July 13

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 were due to Treasury by 

March 31st 

‒ Thank you for your timely submissions!

‒ These submissions will be reflected on your Q2 Scorecard

‒ Q3 FY21 Implementation Plans are due by June 30th

• Release 4.1

‒ Seller Facilitated Orders (SFO) functionality

‒ Agencies will be able to assign Subordinate Groups, select Document 

Inheritance Indicator (DII) and view the Org Structure from the GT&C.

‒ Improved Accessibility (508 Compliance)

‒ Successfully deployed to Production (March 30th) and QA-C (April 9th)
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Program Updates Continued

• 7600A/B Forms

‒ Revised 7600A/B Forms and Instructions posted to the Fiscal Service 

webpage

‒ Also posted a Statutory Authority Job Aid

‒ Forms will be frozen until post mandate 

‒ A meeting will be scheduled to discuss these revisions

• TFM Chapter 4700 Updates Underway

‒ First & Second Draft Reviews completed. Draft submitted to GAO on April 

12th

‒ Treasury is considering both policy & system controls to address Measuring 

& Enforcing G-Invoicing Compliance

• New section added to Appendix 8 

‒ Annual publication June 2021
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• Performance and Order APIs built 

to June 2020 specifications

• GT&C Workflow functionality

• QAF Deployment scheduled for May 

to allow ERP Software Vendors to 

test their solutions

• Production Deployment tentatively scheduled for this 

summer (late June)

Release 4.2
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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:

‒ Performance Transactions in G-Invoicing (April 6th)

‒ Round Table Discussion on Working Capital Funds in G-Invoicing (April 20th)

‒ 7600A/B Form Review (Late April)

‒ Accruals Overview (TBD)

‒ Order Closure Rules (TBD)

‒ Operating Under a Continuing Resolution (TBD)

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

‒ Round Table Discussion on Lessons Learned thus far (TBD)

• 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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• What other topics would you like to hear covered in an 

ITWG?

– Majority wanted to hear an overview of the various business 

lines/transactions from other key Servicing Agencies who transact 

with all Agencies.

• GSA, DHS (Security), GPO (Printing), and USPS (Postage)

– Lessons learned & best practices from those Agencies who are 

piloting system integration with vendors.

– Converting GT&Cs and Orders data into G-Invoicing (In-Flight)

– Information about IPAC (future plans for IPAC & how G-Invoicing 

interfaces with IPAC)

– How will G-Invoicing handle Training SF-182s, Continuing 

Resolutions, Refunds/Negative Performance Transactions, Accrual 

Reporting, etc.

March Survey Results
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• Any topics you’d like us to survey with this audience?

– What are other Agency’s plans for working in G-Invoicing under a 

Continuing Resolution?

• Planned topic for a future Office Hours.

– How are Agencies handling approval related issues? Ex. Senior 

Management approvals.

• Pen & Ink signatures attached or digitally signed through the UI?

– What are some lessons learned, best practices, do’s and don'ts, 

system constraints and/or any other challenges Agencies 

experienced?

– How do Agencies plan to handle the following:

• User Access Processes (requests for access forms, system, Ts&Cs, etc.)

• User Certification Processes after go-live (process, documentation, resources)

– How far down into program offices has G-Invoicing been 

implemented at your Agency?

• This information is available in the Trading Partner Directory on OMB Max

March Survey Results Continued
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• Any topics you’d like us to survey with this audience?

– Are any Agencies planning to use a manual G-Invoicing process 

instead of interfacing their ERP with G-Inv?

• Based on Implementation Plans submitted to Treasury (as of 

December), the following Agencies are planning to utilize the G-Invoicing 

User Interface (UI):

– Department of Veterans Affairs 

– Department of Energy 

• FERC, SWPA & BNL

– Department of Commerce 

– Department of the Treasury

• BEP & OCC

– FDIC, PBGC, RRB, Smithsonian, TVA, U.S. International 

Development Finance Corporation (DFC), and U.S. Postal Service

March Survey Results Continued
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Survey Questions

1. What are some lessons learned, best practices, constraints or other 

challenges that your Agency has experienced so far with implementing 

G-Invoicing?

2. What is your Agency’s plan for working in G-Invoicing under a 

Continuing Resolution?

3. How is your Agency handling upper-level management approvals in GInvoicing? Ex. Senior Management approvals. Will Pen & Ink 

signatures be attached or digitally signed through the UI?
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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/