Intragovernmental Transactions

Working Group (ITWG)

March 9, 2021
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Today’s Agenda

• Program Updates

• What’s Next

• Enterprise Resource Planning (ERP) Provider Information 

• G-Invoicing Implementation Timeline

• Agency Accomplishments

• Knowledge & Training Offerings

• February Survey Results

• Survey Questions
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Tentative ITWG Schedule

 January 12 – Program Updates, Trading Partner Directory, Agency 

Satisfaction Survey

 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

Planned Dates: Apr 13, May 11, June 8

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 are due to Treasury by 

March 31st 

‒ These submissions will be reflected on your Q2 Scorecard

‒ Submission of Attachment B – Trading Partner Directory ALC 

Implementation Status is highly encouraged.

• Release 4.1

‒ Seller Facilitated Orders (SFO) functionality

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

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

‒ Improved Accessibility (508 Compliance)

‒ Production Deployment tentatively scheduled for March 30th

‒ Release 4.1 Overview Webinars available for registration (three offerings in 

March)
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Program Updates Continued

• 7600A/B Forms

‒ Completed reviews of the 7600A/B Instructions with the Working Group

‒ Completed internal reviews of the 7600A/B feedback received and proposed 

updates to the 7600 Instructions/Forms.

‒ Targeting March/April for releasing updated forms & instructions

• TFM Chapter 4700 Updates Underway

‒ Internally reviewing current Appendices

‒ Over the next few months will be looking to strengthen the guidance in 

Appendix 8 concerning G-Invoicing

‒ Program Team is looking into various policy and system controls to address 

measuring and enforcement of G-Invoicing compliance.

‒ Annual publication June 2021
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• Development underway for Release 4.2 to align the application with 

the interface specifications published in June 2020.

• Specifications frozen to allow vendors to build & test:

– Federal Intragovernmental Data Standards (FIDS)

– System Mapping and Validation Rules (SM&VR)

– Existing APIs 

• Pull GT&C

• Push and Pull Orders

• Push and Pull Performance

• Pull Organization

• Functionality not frozen:

– Enhancements to G-Invoicing User Interfaces 

not impacted

• Users and Organizations

• GT&Cs, including but not limited to Workflow

• Orders and Performance

– New APIs (e.g., Remittance Advice)

What’s Next
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ERP Provider Info & G-Invoicing Timeline

• Updated Fiscal Service G-Invoicing webpage in February 

‒ Updated Enterprise Resource Planning (ERP) and Software Provider 

Information

• Points of Contact and Instructions for joining their Working Groups provided

‒ Updated Roadmap (next slide)

‒ https://www.fiscal.treasury.gov/g-invoice/resources.html#timelines
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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 4.0 (Release 12/3/20) – Included the 

implementation of the organizational access 

model, updated user maintenance UI, and 

the API to access organizational data based 

on specifications released in June 2020.

R 4.1 (Target March 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.

RX.x (B) – Includes updates to the following 

business rules to align with specification 

released in June 2020:

• Performance/Performance Adjustments

• Deferred Payments

• Order Closure

RX.x (C) – Includes the ability to route GT&C 

to a configurable number of reviewers prior 

to submitting the GT&C for approval

G-Invoicing Implementation Timeline
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Agency Accomplishments

100% of Significant Entities have been completing quarterly implementation plans

64% of Significant Entities have Production Account established

• Goal to achieve 100% by October 31, 2021

4 FR Entities Actively completing GT&Cs

• DoD

• Treasury

• GSA

• DoJ

4 FR Entities Piloting GT&Cs

• DoJ

• GSA

• VA

• STATE
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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:

‒ Orders Quick Overview (March 16th)

‒ Performance Transaction Overview (April 6th)

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

‒ 7600A/B Form Review (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 support/engagement is needed to move along your GInvoicing Implementation?

– Majority are actively working with SSPs and AITs – nothing additional 

needed

– Training, help connecting with TPs, application testing were a few other 

notable mentions

• Top TPs agencies are needing help connecting with

– Majority responded N/A or None. Good to see that most aren’t having 

issues.

– A few of the notable mentions were GSA and Treasury.

• We can supply Agency Points of Contact, if needed. Email us at IGT@fiscal.treasury.gov

• Majority of agencies are actively engaged with their ERP 

System Providers

February Survey Results
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• Majority of agencies indicated that they did not require assistance 

from Treasury in communicating with their ERP. 

– Those who indicated they need assistance, please email us at 

IGT@fiscal.treasury.gov

– Also, we’ve updated the ERP section of the webpage to include POCs

• 50/50 split response on whether agencies participated in 

Financial Management Standards Committee (FMSC) Subgroup

– For those not participating that wish to, we’ve updated our ERP 

Implementation Timeline section of the G-Invoicing webpage. Link provided 

on Slide 7.

• Have agencies aligned resources (personnel, funding, etc.) in 

preparation for integration of G-Invoicing solutions being 

delivered to your ERP.

– Most indicated Yes, TBD, or it’s a work in progress.

February Survey Results Continued
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Survey Questions

1. What other topics would you like to hear covered in an ITWG?

2. Any topics you’d like us to survey with this audience?
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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/