Intra-governmental Transactions

Working Group (ITWG)

March 8, 2022
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Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• What’s Next

• Business Application (BizApp)

• Feature Management

• G-Invoicing Implementation Timeline

• G-Invoicing Production Statistics

• Office Hours

• March Survey Questions

• Reference Materials
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Tentative ITWG Schedule

 Jan 11 – Program Updates, Order Mod/Revert, Office Hours, Progress 

towards the G-Inv Mandate, January Survey

 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

Planned Dates: Apr 12, May 10, June 14

Future Topics:

• Post-mandate enhancements

2-3:30 pm ET
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Program Updates

• Q2 FY22 Implementation Plans are due to Treasury by March 31st

‒ These submissions will be reflected on your Q2 Scorecard

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

your submissions 

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

you are submitting the most up-to-date version

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

• Additional Post-mandate API Specifications published on the GInvoicing webpage

‒ Now Includes: Constructive Order Acceptance, Low Dollar (7600-EZ), InFlight Orders, Order Mod/Revert, GT&C Mod/Revert and Performance 

Amount

‒ Located under Future G-Invoicing Features/Enhancements

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

• G-Invoicing R4.4 successfully deployed to Production (March 3rd)

‒ Targeted for QA-C deployment on 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.

• Release 4.4 Overview Webinars

‒ One date still available: March 10th

‒ If you haven’t already registered and would like to attend, please email us at 

IGT@fiscal.treasury.gov to be added to the list.
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Program Updates Continued

• 7600A/B Forms, Instructions & Download Guide

‒ New versions of the forms & instructions published

• Also published a download guide to help agencies with the “Please Wait” messaging 

when downloading the forms

‒ 508 Compliance issues prompted the revision

• Cosmetic updates only (font color)

‒ Additional Formatting Updates include:

• 7600A – Corrected to Reflect Servicing Agency for Block 7 to match instructions

• 7600B – Added blank field to drop-down select fields for Blocks 22 & 108

‒ Previously, once selected, there was no option to clear out those fields if completed in error

• 7600B – Fixed sorting issue when + button is clicked to add additional lines/schedules & 

eliminated 37-page maximum count

• 7600B – Removed asterisk from SLOA Heading that caused confusion indicating those 

were all required fields

• Minor updates to the explanation verbiage on both forms concerning Modifications, 

Closing and Rejecting
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• Development underway for Release 4.5.

– In-Flight Order Upload (Order Validations)

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

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

• 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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Business Application (BizApp)

• BizApp will be a new data element on the GT&C Header Detail tab

– Definition: A particular product line or type of operation, typically 

documented on an agreement between two business partners, and used to 

control attributes of that agreement and/or characterize transactions 

occurring under that agreement

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

– BizApp Conditions are not negotiable on each GT&C

– Allows for new data to be introduced without continually changing the GT&C

– Example conditions for BizApp ‘EZ-10k’

• Order Originating Partner Indicator must be Servicing

• Advance Payment Indicator must be No

• Reject Days = 30 new data

– Reject Days is an attribute of BizApp ‘EZ-10k’ (i.e., not stored on GT&C)

– Example conditions for BizApp ‘COA’ (constructive order acceptance)

• Order Originating Partner Indicator must be Servicing

• COA Days = 7 new data

– COA Days is an attribute of BizApp ‘COA’ (i.e., not stored on GT&C)
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Feature Management

• BizApp choices will be limited by Feature Management

– Example 1: BizApp ‘GSA Fleet Leasing’ is not yet supported by G-Invoicing

– Example 2: Agency XYZ not ready to use BizApp ‘EZ 10k’

• Not all agencies will be ready to use a new feature at the same time

̶ G-Invoicing users may have immediate access to new features

̶ ERP vendors release new features on their own cadence

̶ Agencies upgrade software on their own schedule

̶ Most documents involve two partnering agencies

• Feature Management controls when/how new functionality is used

1. Treasury will release a new application feature

2. Agencies will declare their readiness to use that feature

3. G-Invoicing will ensure both partners are ready to use a feature

4. Treasury may set a deadline for when all agencies must use a feature
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Manage Feature Flags

• Master Administrators will set Feature Flags to declare readiness

• Flags will initially be controlled at Agency Account level by “side”

• Survey question asks if Feature Flags should be controlled by Org Group (and 

descendants) 
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BizApp on the GT&C

• GT&C Manager will choose a partnering agency, Org Groups, and ALCs as 

they do today

• Once the partnership has been established, available BizApps appear in a 

drop-down list on Header/Detail tab

• Once selected, any BizApp conditions will be applied to that GT&C
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Additional releases will be added as planning occurs for future Program Increments. The following link can be 

used to reference the Services Quick Reference Guide for additional information regarding the versions of 

Application Program Interface (API), XML, specifications, Federal Intragovernmental Data Standards (FIDS) and 

System Mapping & Validation Rules (SM&VR) supported by each release.

R 4.1 (Release 03/30/2021) – Includes SellerFacilitated Orders (SFO) based on specifications 

released in June 2020. The release also allows 

agencies to control GT&C document inheritance 

(DI) and to share GT&Cs with subordinate 

groups from other areas of the organization.

R4.2 (Release 06/30/2021) – Includes updates 

to the business rules to align with specifications 

released in June 2020.

R4.3 (Release 09/16/2021) – Includes the 

ability to route the GT&C to a configurable 

number of reviewers prior to submitting the 

GT&C for approval.

R4.4 (03/03/2022) – GT&C Workflow by Org 

Group, new Performance Reporting, and other 

general enhancements.

• GT&C Workflow by Org Group

• Continue improving user API efficiencies

• Undelivered Balance enhancements

• More efficient GT&C Summary List page

• New report Menu and Performance report

• New Supervisor roles

RX.x (A) (Target June/July) – Phase one of new 

Order Upload and 7600EZ capabilities, plus 

infrastructure for Treasury and federal agencies 

to declare readiness to use new features.

RX.x (B) (Target Q4) – TBD

G-Invoicing Implementation Timeline

Q1
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GT&C Activity
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Orders and Performance Activity
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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:

‒ Department of Veterans Affairs Trading Partner Spotlight (March 15th) 

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

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

‒ GPO Trading Partner Spotlight (TBD May)

‒ DCMA Background Investigations (TBD May)

‒ 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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Survey Questions

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

utilize Feature Flags?

a) Agency Account Level

b) Org Group + Descendants Level

c) 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?

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

upcoming Office Hours Trading Partner Spotlight session?

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

Trading Partner? If so, please explain.

*Link to Survey Questions: https://www.surveymonkey.com/r/J293YX2

• Please submit feedback by COB Tuesday, March 15th
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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 19)

• Upcoming Program Objectives (Slide 20)

• Thresholds for Compliance (Slide 21)

• FY23 Non-Impacted Business Lines (Slide 22)

• Progress Towards the G-Inv Mandate (Slide 23)

• Resource, Knowledge, and Training Offerings (Slides 24-26)

• G-Invoicing Program Contacts (Slide 27)
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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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Upcoming Program Objectives

• G-Invoicing Program Guide – Under review for updates

‒ Guide for Basic Accounting and Reporting

‒ https://www.fiscal.treasury.gov/ussgl/resources-g-invoicing-program-guide.html
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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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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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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/