Intra-governmental Transactions

Working Group (ITWG)

August 8, 2023
Page 2 L EAD ∙ T RANSFORM ∙ D ELIVER

Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• 2023 Mid-Year Powerful User Recertification

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

• SSAE-18 Update

• Release 6.1

• Post-Mandate Enhancement Timeline

• Office Hours
Page 3 L EAD ∙ T RANSFORM ∙ D ELIVER

Tentative ITWG Schedule

Planned Dates: Sept 12, Oct 10, Nov 14

Future Topics:

• Post-mandate enhancements

• MFA/Encryption objective (CAIA)

2:00 -3:30 pm ET

 June 13– Why Have We Built G-Invoicing, Program Updates, R5.1.1, R5.2, Updating 

Existing Orders with Invalid Item Codes, R6.0 Treasury SSO Migration to CAIA, PostMandate Enhancement Timeline, Office Hours, May Survey Results, Survey Question

 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, Post-Mandate 

Enhancement Timeline, Office Hours
Page 4 L EAD ∙ T RANSFORM ∙ D ELIVER

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 Patch Release 5.1.1 successfully deployed to Production (June 

22nd) and QAC (June 30th)

‒ Delivered Mass User Admin update functionality, added Master/Primary Admins to the User 

Export Report and included a few defect remediations
Page 5 L EAD ∙ T RANSFORM ∙ D ELIVER

Program Updates Continued

• G-Invoicing Release 5.2 successfully deployed to Production (July 27th) and 

QAC (August 4th) 

‒ Delivered the following functionality:

• Performance during an Order Modification

• Order Revert

• Ability to view Order Modification History and compare Current Modifications to a previous version

• Ability to print previous versions of Orders (7600B) out of G-Invoicing

• Several System Integration Updates

• Partner 2 roles (Order Managers & Order Approvers) now have ability to Reject Orders in Shared with Partner 2 

(SP2) Status

• Item Code API Validation

‒ One R5.2 Overview Webinar held on 07/25/2023

• Meeting recording published on our G-Invoicing training page on 08/01/2023

‒ https://www.fiscal.treasury.gov/g-invoice/training.html
Page 6 L EAD ∙ T RANSFORM ∙ D ELIVER

Program Updates Continued

• Trading Partner Directory and POC Listing on Max.gov updated on 

07/13/2023 to reflect Q3 FY23 submissions

‒ Q3 FY23 Implementation Plans and Attachments A/B are also on Max.gov

‒ Agency updates since the previous TPD publication are captured in Red font

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

• G-Invoicing Rules of Engagement published on 07/12/2023

‒ Guide outlining the appropriate protocols for agencies to follow as they are transitioning Buy/Sell 

activity into G-Invoicing

‒ Added guidance around best practices for new obligations near fiscal year-end crossover

• https://www.fiscal.treasury.gov/files/g-invoice/g-invoicing-rules-of-engagement.pdf
Page 7 L EAD ∙ T RANSFORM ∙ D ELIVER

Program Updates Continued

• TFM Bulletin 2023-10 published on 07/27/2023

‒ Eliminated the October 2023 “In-Flight” Orders Mandate

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

‒ We’ve updated the main G-Invoicing webpage to reflect the removal of the IFO mandate

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

• TFM Chapter 4700 updates underway for FY24

‒ Agencies can expect to see a TFM Chapter 4700 publication in November (FY 2024)

‒ TFM Bulletin 2023-05 will be incorporated into Appendix 8 concerning the IPAC Timeline and 

IGT Scorecard Template Updates

‒ TFM Bulletin 2023-10 will also be incorporated into Appendix 8 concerning the elimination of 

the “In-Flight” Orders Mandate

‒ DLA Supply Transactions business line has been granted an exception to the $10k threshold 

for 7600EZ
Page 8 L EAD ∙ T RANSFORM ∙ D ELIVER

Program Updates Continued

• G-Invoicing Webpage updates

‒ Updated G-Invoicing System Integration Guide published under our Guidance section of the GInvoicing webpage

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

‒ System Interface Specifications

• Removed the following files: (Current Release)

‒ Pull GT&C (JSON)

‒ Low Dollar Purchases (7600EZ) - Push

‒ Low Dollar Purchases (7600EZ) - Pull

• Relocated GT&C/Orders/Performance/7600EZ - Pull (JSON) - no updates (Current Release)

• Relocated Orders/Performance/7600EZ - Push (JSON) - no updates (Current Release)

• Added the following new files: (Next Release)

‒ GT&C/Orders/Performance/7600EZ - Pull (JSON)

‒ GT&C/Orders/Performance - Pull (XML)

‒ Orders/Performance - Push (XML)

‒ Pull Organization from G-Invoicing (JSON)
Page 9 L EAD ∙ T RANSFORM ∙ D ELIVER

Program Updates Continued

• G-Invoicing Webpage updates continued 

‒ Federal Intragovernmental Data Standards (FIDS)

• Relocated Orders - no updates (Current Release)

• Relocated Performance - no updates (Current Release)

‒ System Mapping & Validation Rules (SM & VR)

• New Orders file (Current Release)

• New Orders file (Next Release)

‒ JSON Services

• Relocated Order/Performance v3_0 - no updates (Current Release)

‒ Additional Information

• Removed Order Upload File Template (Release 5.0)

• Relocated Constructive Order Acceptance (COA) - no updates (Release 5.1)

• New System Interface Overview file - (Release 5.1)

• Relocated Order Modification/Revert - no updates (Release 5.2)
Page 10 L EAD ∙ T RANSFORM ∙ D ELIVER

Program Updates Continued

• G-Invoicing Webpage updates continued

‒ CAIA Onboarding Guide published on 07/06/2023

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

‒ Training videos/materials updated in July

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

• New additions include: 

1) Welcome to G-Invoicing 2023

2) G-Invoicing GT&C Navigation March 2023

3) G-Invoicing GT&C Brokering March 2023

• Removal of the following videos: 

1) Creating and Approving a GT&C

2) Creating and Approving Buyer Initiated Orders in G-Invoicing

3) Creating and Approving Seller Facilitated Orders in G-Invoicing

4) Servicing Agency Performance in G-Invoicing

5) DoD Orders Webinar October 19, 2021

4) G-Invoicing Order Navigation 2023

5) G-Invoicing Order Brokering 2023

6) G-Invoicing Notifications 2023 
Page 11 L EAD ∙ T RANSFORM ∙ D ELIVER

• The Mid-Year Powerful User recertification window opened on July 18th and will close on August 

18th

‒ Applies to all Treasury Applications including G-Invoicing

• The G-Invoicing user’s “User Administrator” (also known as the Recertification Official) is required 

to recertify all user’s powerful access to G-Invoicing and verify 

their Role/Group assignments are appropriate in accordance 

with the principle of least privilege access

• All G-Invoicing “User Administrators” were notified to recertify 

all powerful users in their agency account(s)

• Note: If the “User Administrator” is inactive, the user’s access 

will not be able to be recertified.

‒ The new “User Administrator” will need to be updated in G-Invoicing and a screen shot sent to the recertification team 

(STLS GWA gwa@stls.frb.org) to confirm the update has been made. An email will be sent to the new “User 

Administrator” to recertify the user’s Access. Please see IPAC “Must See Message” and GINV “News and Information” 

for dates.

2023 Mid-Year Powerful User Recertification
Page 12 L EAD ∙ T RANSFORM ∙ D ELIVER

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

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

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)

• The new Treasury mandate is for CAIA will be implemented by end of Q3 2023 (Calendar Year) for all Fiscal 

Accounting applications. A CAIA Onboarding Guide has been published on the Fiscal Accounting application 

webpages. Agency communication was recently distributed to all IPAC and G-Invoicing users.

• If you do not have a PIV-I/CAC card, please review the CAIA 

Onboarding Guide for additional guidance. 

Note: Login.gov has been removed as an approved CSP for CARS, 

G-Invoicing, IPAC and SAM applications.

‒ Additional Information will be added to the CAIA Onboarding Guide next week related 

to Login.gov, BOT account migration and upcoming CAIA training and onboarding.

• R6.0 deployment planned for Sept 14th (Production) and Sept 22nd (QAC)
Page 13 L EAD ∙ T RANSFORM ∙ D ELIVER

SSAE-18 Update

• Status of FY 23 Examination for IPAC and G-Invoicing

– SSAE 18 Reports are a Service Organization Control (SOC) 1 Type 2 

• SOC 1 – Internal controls over financial reporting 

• Type 2 – Reports on the operating effectiveness of internal controls over a period-of-time, in addition to the 

controls’ design 

– External Auditor: Baker, Newman & Noyes

– Attestation Period: July1, 2022 – June 30, 2023

– Target Issuance Date: Late August

• A bridge letter will be issued in mid-October to cover the period of July 1, 

2023 – September 30, 2023

• An update will be provided at the September ITWG
Page 14 L EAD ∙ T RANSFORM ∙ D ELIVER

• Complementary User Entity Controls (CUECs) and Complementary 

Subservice Organization Controls are identified in the report

‒ Complementary User Entities are Federal Program Agencies that are users of G-Invoicing and 

IPAC

‒ The Complementary Subservice Organization is National Information Technology which hosts 

Treasury’s shared infrastructure that is managed for the Treasury by FRB Richmond

• When the report is available, please coordinate with your G-Invoicing/IPAC 

POC to have one representative from your Agency request the reports from 

IGT@fiscal.treasury.gov or your Agency’s AIT

– It’s not necessary to have access to a secure email tool to receive

SSAE-18 Update
Page 15 L EAD ∙ T RANSFORM ∙ D ELIVER

• Bi-directional Order Modification

– Allows either trading partner to initiate an Order Modification

– Currently, only Partner 1 may initiate Order Modifications

• DLA 7600EZ Feature/BizApp Available on the GT&C

– Only available for DLA and their trading partners ($10k transaction threshold removed)

– Supply Transactions (Orders placed via supply system or front-end ordering system for materiel 

or materiel related services)

• R6.1 deployment planned for Q2 FY2024

Release 6.1
Page 16 L EAD ∙ T RANSFORM ∙ D ELIVER

The following enhancements are high priority following the mandate based on Agency requests. 

These enhancements will also require further ERP integration changes:

Note: Fiscal Service will continue to collaborate with ERP Vendors in support of their development timelines.

* Both Trading Partners must enable Feature Flags to use this Functionality.

Enhancement

G-Invoicing 

Development 

Completed

Available in 

Production Release Number Agency Implementation Date, if Required

In-Flight Order Upload Tool for the User Interface Q1 FY2023 2/16/2023 5.0 N/A

* 7600EZ (Low Dollar Purchases) Q1 FY2023 2/16/2023 5.0 Q1 FY2024

* Constructive Order Acceptance (GSA Rent) Q2 FY2023 5/18/2023 5.1 Q1 FY2025

* Performance During an Order Modification Q3 FY2023 7/27/2023 5.2 TBD

* Order Revert Q3 FY2023 7/27/2023 5.2 TBD

Treasury Single Sign-On (SSO) Migration to CAIA Q3 FY2023 Q4 FY2023 6.0 Q4 FY2023

* Bi-directional Order Modification Q1 FY2024 Q2 FY2024 6.1 TBD

* Performance Amount Enhancement TBD TBD TBD TBD

Post-Mandate Enhancement Timeline
Page 17 L EAD ∙ T RANSFORM ∙ D ELIVER

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:

‒ Open Topic (August 8th)

‒ Open Topic (August 22nd)

‒ Open Topic (September 12th)

‒ Open Topic (September 26th)

‒ CAIA Updates (TBD)

‒ GSA Fleet as a Seller (TBD)

‒ 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-officehours.html
Page 18 L EAD ∙ T RANSFORM ∙ D ELIVER

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
Page 19 L EAD ∙ T RANSFORM ∙ D ELIVER

Appendix

• IPAC Program Updates (Slide 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)
Page 20 L EAD ∙ T RANSFORM ∙ D ELIVER

IPAC Program Updates

• IPAC Webpage updates

‒ CAIA Onboarding Guide published on 07/06/2023

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

‒ IPAC Bulk File Layout updated on 07/18/2023

• Clarified the IGT Transaction Sub-Category Requirement date of 10/01/2023 for Bulk File submissions

• IGT Transaction Sub-Category change to required for Bulk File submissions was completed in QAF and QAC on 

7/12/2023 to support agency testing

• https://fiscal.treasury.gov/ipac/bulk-file-format.html

• IPAC Release 24.0 successfully deployed to Production (August 2nd) and 

targeted for QAC (August 11th)

‒ RITS Rewrite

‒ RITS Drawdown enhancement to build IPACs using a full set of OPM TAS-BETCs
Page 21 L EAD ∙ T RANSFORM ∙ D ELIVER

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
Page 22 L EAD ∙ T RANSFORM ∙ D ELIVER

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
Page 23 L EAD ∙ T RANSFORM ∙ D ELIVER

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.
Page 24 L EAD ∙ T RANSFORM ∙ D ELIVER

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
Page 25 L EAD ∙ T RANSFORM ∙ D ELIVER

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.
Page 26 L EAD ∙ T RANSFORM ∙ D ELIVER

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 

OMB Max if they need help 

identifying their Master/User 

Admins

‒ G-Invoicing features & functionality

‒ G-Invoicing application errors & issues
Page 27 L EAD ∙ T RANSFORM ∙ D ELIVER

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
Page 28 L EAD ∙ T RANSFORM ∙ D ELIVER

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