Intragovernmental Transactions

Working Group (ITWG)

August 11, 2020
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Today’s Agenda

• Tentative ITWG Schedule

• Program Updates

• G-Invoicing TPD ALC Implementation Status

• Release 4.0
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Tentative ITWG Schedule

 June 9 – Rules of Engagement, Attachment A, SFO, Performance 

Rules

 July 14 – Program Updates, Attachment A, G-Invoicing TPD ALC 

Implementation Status, Next Steps

 August 11 – Program Updates, Release 4.0

Planned Dates: Sep 8, Oct 13, Nov 10

Future Topics:

• Low Dollar Purchases

• Loading Active Documents

– Requirements in CY 2020

2-3:30 pm ET
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• Patch Release 3.3.2

– Deployed to Production on August 5th

– Allow modified reference data to be used when creating a GT&C

– Implement ISIM user create and modify exception handling 

• Release 4.0

– 3rd Organizational Data Access Model Release (R3.2 released in 

April and R3.3 released in June).

– The new Organizational Data Access Model that incorporates all the 

work released from R3.2 through R4.0 will be enforced and the 

current Data Access Group Model will be replaced.

– Pull Organization API

– 1:Many ALC functionality for GT&Cs

Program Updates
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• Quarterly Implementation Plan Updates

– 4th Quarter Implementation Plan Updates are due to Treasury by 

September 30, 2020.

• Reminder to submit new Attachment As for 4th Quarter submissions

• Vendors

– The G-Invoicing Program Team has asked vendors to supply an 

updated schedule by August 31st

• 2020 G-Invoicing Customer Satisfaction Survey

• 2020 GFMC

– Scheduled for August 24th to cover topics related to the Future of 

Federal Financial Management, Quality Service Management Office 

and Treasury Financial Management Experience (TFX) 

– September 1 is a tentative all-day session that will cover G-Invoicing, 

General Fund, GTAS, and other IGT related topics.

Program Updates Continued...
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• This Excel spreadsheet will communicate implementation 

status updates for ALCs

– One or more ALCs can be updated

– Dropdowns for both Intra-departmental and Intra-governmental 

columns that include 

• Dropdowns include selections for “Ready for GT&Cs” and “Ready for Orders and 

Performance”

• This does NOT have to be included with each Attachment A 

submission due at FY quarter-end.

– Can be submitted at any time to help provide updated status for 

better transparency

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

GINV TPD ALC Implementation Status
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What’s Coming with Release 4.0

• Implementation of new 

Organization Model 

• Updated Administrator Roles

• Master Administrator 

• User Administrator

• Organization Administrator 

• New Agency Account Module; Combines legacy “Disburser” 

and “Admin” Modules

• Improved Agency Account administration for Central 

Administrators 
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New User Summary 

Release 4.0 Admin Module (1 of 4)
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Updated User Profile View

Release 4.0 Admin Module (2 of 4)
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Streamlined User Management

Release 4.0 Admin Module (3 of 4)
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Improved User Interface for Managing Users

Release 4.0 Admin Module (4 of 4)
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Important Release 4.0 Dates 

• October 2020: Release 4.0 

Overview Webinars. Will be 

posted on the Fiscal Service 

Training Website

• November 6th 2020: Production 

account holders complete

transition steps. Contact your AIT for more information

• December 2020: Production Deployment 
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What are the Preparation Steps for Release 4.0

Preparation Steps are required to be completed by Nov 6th

1. Assign Disburser Administrator role: Disburser Administrators are responsible for building 

the new Organization Model; Identifying who will be assigned this role is a critical first 

step 

2. Build Organization Group Structure: Organization Groups is how access to your Agency 

G-Invoicing documents will be managed; this should closely mirror your SDAG structure 

3. Assign groups to GT&Cs: Any existing GT&Cs must be tied to groups to ensure your 

users can access them after the transition

4. Map existing SDAGs to Groups for user migration: The G-Invoicing program team will 

map your existing users to appropriate groups based on your SDAG to Group mappings; 

this saves Users Administrators from manually assigning Groups

5. Identify Master Administrators: Master Administrators will be the Primary Administrator(s) 

in Release 4.0; they will have broad access to the account and ability to manage any 

group and any user in the account

6. Verify User Administrator SDAG Assignments: Verifying User Administrator SDAG 

assignments will ensure there is no interruption to User Admin access after 

implementation of Release 4.0
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• We have spent the majority of this calendar year working on 

the 3 Org Model releases (R3.2, R3.3, and R4.0)

• GT&C Workflow and Seller Facilitated Orders are on the 

horizon as key enhancements

• Seller Facilitated Orders are a key enhancement that 

directly impact the vendors so it’s important to start that 

work and give the vendors time for testing

What’s Next
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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

Wes Vincent

Supervisory Accountant / G-Invoicing Product Owner, ITRB

Bureau of the Fiscal Service – Fiscal Accounting

wesley.vincent@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/