Intra-governmental Transactions

Working Group (ITWG)

May 11, 2021
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Today’s Agenda

• Program Updates

• Release 4.2

• FY20 IGT Buy/Sell Facts

• Knowledge & Training Offerings

• Office Hours

• April Survey Results

• May Survey Questions
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Tentative ITWG Schedule

 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

 May 11 – Program Updates, Release 4.2, FY20 IGT Buy/Sell Facts, 

Knowledge and Training 

Planned Dates: June 8, July 13, Aug 10

Future Topics:

• Low Dollar Purchases

• Measuring and Enforcing 

Mandate Compliance

2-3:30 pm ET
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Program Updates

• 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 

‒ Meeting to discuss the updated forms tentatively scheduled for May 18th

(1:00 – 2:30 PM ET)

• Release 4.1 Complete and Deployed

‒ 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

• TFM Chapter 4700 Updates Underway

‒ Draft #2 submitted to GAO on April 12th

• Out for comments until May 7th

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

& Enforcing G-Invoicing Compliance

• New section added to Appendix 8

• Agencies can expect a TFM Bulletin later in the year, following the June 

publication, once we have a final decision on this. 

‒ Annual publication June 2021

• Q3 FY21 Implementation Plans are due to Treasury by June 

30th

‒ These submissions will be reflected on your Q3 Scorecard
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• Performance and Order APIs built to June 2020 

specifications

– Deferred Payment accrual rules

– Improvements to Order and Performance use interface

– Early/extended support in QA to support ERP vendor testing

• GT&C Workflow functionality

• Production Deployment 

tentatively scheduled for this 

summer (late June)

Release 4.2
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FY20 IGT Buy/Sell Facts

G-Invoicing is the solution to 

improve the quality of 

Intragovernmental Transactions 

(IGT) - Buy/Sell data

IGT 

Buy/Sell 

Facts

(FY 2020)

IGT Buy/Sell transactions 

totaled approximately

$1.25 Trillion

92 Federal Program 

Agencies engage in IGT 

Buy/Sell activity and 

leverage approximately 

578 ALCs

Elimination Differences 

between Federal Trading 

Partners totaled $16 Billion

Benefits:

• Improve quality and 

reliability of Buy/Sell data

• Reduce Adjustments

• Facilitate reconciliation 

and elimination

• Improve Transparency
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IGT Reconciliation Progress

Total IGT Differences

 Total IGT Elimination Differences have shown steady progress each Fiscal Year (FY).

FISCAL YEAR TOTAL IGT DIFFERENCES

2017 $ 1,048,461,073,065.37

2018 $ 213,777,998,988.95

2019 $ 94,251,578,286.59

2020 $ 57,829,897,397.15

TOTAL INTRA-GOVERNMENTAL

 DIFFERENCES FY17-FY20

Pre-JV
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Status of IGT Reconciliation

Total IGT Differences by Count

 Largest IGT categories contributing to the total FY 

2020 differences based on the count:

1. Buy/Sell Transactions – 3,520

2. Benefits Transactions – 423

3. General Fund of the U.S. Government – 348

4. Transfers Transactions – 187

5. Non-Reciprocating Transactions – 122

Total IGT Differences by Amount

 Largest IGT categories contributing to the total FY 

2020 differences based on dollar value:

1. General Fund of the U.S. Government – $28.2 billion

2. Buy/Sell Transactions – $16.0 billion

3. Custodial and Non-Entity Transactions – $3.3 billion

4. Non-Reciprocating Transactions – $3.1 billion

5. Benefits Transactions – $2.7 billion
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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:

‒ Approaches to Brokering GT&Cs: Umbrella vs Specific (10:00-11:00 Eastern, May 18th)

‒ Accruals Overview (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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1. What are some lessons learned, best practices, constraints or other 

challenges that your Agency has experienced so far with 

implementing G-Invoicing?

April Survey Results

Best Practices Constraints/Other Challenges

Engage with stakeholders early/often ERP solution challenges

Develop project schedule with milestones New 7600 forms and training

Implement a cross functional team with 

varying skillsets & areas of expertise

Timing concerns: Recording transactions vs. 

trading partner Order approvals

Engage early with Fiscal Service and AIT’s Volume of transactions - need for EZ flow

Educate yourself, implementation team & 

leadership on SW changes and its effects

Lack of Agencies actively participating/using 

G-Invoicing (QA & Production)

Develop internal SOPs and Job Aids Onboarding large number of User Accounts

Standardize business processes/practices Trading Partner isn’t ready for G-Invoicing

Agreement on a single Statutory Authority

Need for internal Workflow mechanism
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2. What is your Agency’s plan for working in G-Invoicing 

under a Continuing Resolution (CR)?

– Appropriated Agencies:

• GT&C/Agreements (7600As) would be unaffected by a CR

• Incremental funding on Orders during a CR (cannot obligate beyond 

what the CR allows)

• As additional funding becomes available, modifications will be completed

– Non-Appropriated Agencies:

• Not affected by a CR. No change in their processes

April Survey Results Continued
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3. How is your Agency handling upper-level management 

approvals in G-Invoicing? Ex. Senior Management 

approvals. Will Pen & Ink signatures be attached or 

electronic approvals through the UI?

– Received a mixed bag of responses. 

• 1/3 of responders were uncertain or it was still to be determined (TBD) 

how they would handle upper-level management approvals.

• 1/3 of responders plan to utilize electronic approvals through the UI.

• Remaining 1/3 of responders indicated a mixture of both or primarily Pen 

& Ink signatures.

April Survey Results Continued
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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/