Intragovernmental Transactions

Working Group (ITWG)

January 12, 2020
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Today’s Agenda

• Program Updates

• Upcoming Functionality and Development

• Trading Partner Directory

• Agency Satisfaction Survey

• December Survey Results

• Survey Questions
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Tentative ITWG Schedule

 November 10 – Program Updates, In-Flight Orders POC Recap

 December 8 – Program Updates, In-Flight Orders, PIV/PIV-I/CAC 

Two-Factor Authorization

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

Satisfaction Survey

Planned Dates: Feb 9, Mar 9, Apr 13

Future Topics:

• Low Dollar Purchases

• Measuring and Enforcing 

Mandate Compliance

2-3:30 pm ET
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Program Updates

• Q1 FY21 Implementation Plans were due to Treasury by 

December 31st 

‒ Thank you for your timely submissions!

‒ These submissions will be reflected on your Q1 Scorecard

‒ Q2 FY21 Implementation Plans are due by March 31st

• 7600A/B Forms Working Group

‒ Completed a review of the 7600A

‒ Treasury is reviewing the feedback received on the 7600A and has 

started the review for the 7600B

• Office Hours

• https://www.fiscal.treasury.gov/training/
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Upcoming Functionality and Development

• Updating Business Rules to align with Interface 

Specifications found on the G-Invoicing website

‒ Seller Facilitated Orders

‒ Order Closure 

‒ Performance Rules

• Deferred Payments

• Adjustments (Refunds)

• Date Rules

• Quantity Rules

• GT&C Workflow

• Notifications Improvements

• Performance UI Improvements
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• The Trading Partner Directory is a list of all targeted ALCs 

for onboarding to G-Invoicing

– Information regarding targeted implementation dates are included 

from Agency Implementation Plan updates, and Attachment A’s

– Includes Agency reported readiness for GT&C, Order, and 

Performance submitted through Attachment B’s 

– Available on OMB MAX G-Invoicing Site

– Trading Partner Directory will be discussed during Jan 19 Office 

Hours; interested agencies can register here for the session

Trading Partner Directory
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• Attachment B’s are used for Agencies to communicate their 

ALC’s readiness for G-Invoicing

– Agencies may submit an Attachment B at any time to 

IGT@fiscal.treasury.gov

– Information provided by Agencies will be used to update the Trading 

Partner Directory

Attachment B: ALC Readiness Status
2020 Customer Satisfaction Survey Highlights

Fiscal Accounting
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FA Satisfaction Rate | 93.8% Satisfied| Down 2.0%

Out of all the FA respondents, 

93.8% expressed a somewhat 

to extreme level of satisfaction 

with the Bureau. 

The FA satisfaction rate is on 

par with the Bureau’s overall 

satisfaction rate of 93.6%. 

This is lower than the 2019 FA 

satisfaction rate of 95.7% and 

higher than the 2018 FA 

satisfaction rate of 92.1%. 

93.60%

2020, 

95.80%

92.10%

86.90%

82%

84%

86%

88%

90%

92%

94%

96%

98%

2017 2018 2019 2020

Satisfaction with the Bureau

Bureau FA Satisfaction Rate
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G-Invoicing | Service Satisfaction

Training

• 62.1% of 

respondents 

received training 

in the past year. 

• 89.0% found 

it somewhat to 

extremely 

helpful. 

Ease of Use

• 66.1% of 

respondents 

found the 

service 

somewhat to 

extremely easy 

to use. 

• 20.0% found the 

service 

somewhat 

difficult to use. 

Issue 

Resolution/Support

• 19.1% of 

respondents 

recently contacted 

the Bureau with a 

question or issue on 

G-Invoicing. 

• 83.3% found 

support to be 

somewhat to 

extremely helpful. 

Communication

• 61.0% of the 

respondents 

found 

communications 

somewhat to 

extremely 

helpful. 

• The largest 

single group of 

respondents 

(35.2%) found 

the 

communications 

neither helpful 

nor unhelpful. 

Resources

• 71.8% of the 

respondents 

found 

resources 

somewhat to 

extremely 

helpful. 
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• Approximately 75% of agencies who responded said they have 

reviewed the amount of Orders that meet the criteria for Phase 2 

In-Flight Order Mandate of 10/01/24

• Majority of agencies responded with a low number of current 

Orders that extend beyond 09/30/23

• These Orders reported to extend into FY24 almost all had a 

Period of Performance longer than one year

• Responses were split evenly on whether agencies would submit 

Orders with just the remaining balance or if they would submit 

Orders capturing previously billed amounts

• Many agencies are still working through in-flight Order analysis 

and provided a TBD/unknown response for several questions

December Survey Results
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Survey Questions

1. If your agency has not established a production account, when does 

your agency plan to have this established?

2. Does your agency find the information presented in the Trading Partner 

Directory helpful?

3. What improvements could be made to the Trading Partner Directory?

4. Are there additional items that your agency feels should be collected 

via Attachment A or Attachment B?

5. Does your agency have any specific agenda items that you’d like to see 

included in a future Office Hours session?
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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/