federal acquisition service u.s. general services administration contract payment reporting module...
TRANSCRIPT
Federal Acquisition Service
U.S. General Services Administration
Contract Payment Reporting Module (CPRM)
Advanced Instruction on Workflow and System Access
CPRM Training Module for Contractor Users
Created: November 30, 2014Last Updated: December 03, 2014
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Quick Navigation About this Training
Training is self-paced. Use your keyboard arrow buttons or click the slide to advance to the next slide
Utilize the left-hand Quick Navigation menu to access different parts of the training
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
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Quick Navigation In this Training, you will learn…
Topics Overview Workflow Diagrams Accessing the System Contractor User Role Menu Navigation Help Resources Conclusion
For a high-level overview of the CPRM, please refer to the CPRM Training Module page
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
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Quick Navigation Overview
The CPRM was designed to enable you to report order data, invoice data and CAF payment data for your task/delivery orders awarded on GWACs, Connections II, OASIS and other IDIQ Multiple Award Contracts (MACs)
Reporting this data in CPRM provides the ability to: Meet the reporting requirements of GSA stakeholders, such as
• Office of Management and Budget (OMB)• Customers such as Office of Strategic Programs requirement for Prices
Paid Analysis Track Obligations Track Revenue
What this means to you as a GSA Industry Partner: Streamlined reporting capabilities Reduced manual data calls and other task order activity reporting Ability to track payment status
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
Federal Acquisition Service
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Quick Navigation High-level CPRM Workflow About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
explain…Each ‘swimlane’ in this diagram provides the basic workflow steps expected of each user type.
explain…
Customer: The contracting point of contact who signs the award document for the task order, i.e. Ordering Contracting Officer (OCO)
explain…
GSA: The program office that manages the IDIQ program.
explain… Contractor: The person(s) who manage the task order, invoice data and CAF Payment reporting for their company in CPRM.
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Quick Navigation Contractor (Industry Partner) Workflow About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
explain…
This diagram details the Contractor’s workflow and how it corresponds to activities that occur outside of the CPRM.
explain…
The CPRM system includes a custom link to the U.S. Treasury’s Pay.gov system via the ‘Pay’ button.
It is important to use the CPRM ‘Pay’ button to remit your CAF Payment because the system links your payment information to your contract number and other pertinent data in CPRM.
With the correct contract number and other data associated to your payment, the GSA’s systems and processes function most efficiently.
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Quick Navigation How to Access CPRM
All users access CPRM from the ASSIST Portal URL: https://portal.fas.gsa.gov/web/guest All users must have an ASSIST user account with access
to the CPRM system To register for a new ASSIST user account, users may
self-register at the URL above Select menu option: Registration – Register Contractor
To add CPRM access to an existing ASSIST user account, edit your account profile and request additional access to CPRM Your company POC for ASSIST Registration must approve
the role request Contact the AASBS Helpdesk for assistance at
[email protected] or 1-877-472-4877
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
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Quick Navigation Contractor CPRM User Role
‘RBA: CPRM’ on registration profile
This role enables the user to accomplish the following activities:
View / Add / Edit Orders and Order Mods View / Add / Edit Invoice Data and Zero Invoice Data View / Add / Edit CAF Payment Data
User has access to data associated to their company’s contracts that are supported in the CPRM.
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
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Quick Navigation Menu Navigation
Click the CPRM tab to access CPRM Use the top menu to navigate to all features
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
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Quick Navigation Help Resources
Access Help Pages by clicking the “Guide Me” link at the top of each page
Inside the help system, you may access other help documents using the ‘Tell Me About…’ tab
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
Federal Acquisition Service
Quick Navigation Conclusion
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Thank you for completing the CPRM Training Module: Workflow and System Access
Be sure to visit the other modules:CPRM Training Module: Advanced Instruction on Entering Order Data and Modification Data
CPRM Training Module: Advanced Instruction on Entering Invoice Data and CAF Payment
Tip: Help is available on each page in the system by clicking the ‘Guide Me’ link at the top.
AASBS Helpdesk contact info:[email protected]
877-472-4877
About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
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Quick Navigation Glossary About this Training You Will Learn CPRM Overview High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Help Resources Glossary
Term Definition
AASBS Assisted Acquisition Services – Business Systems
ASSIST Assisted Services Shared Information SysTem
BIRT Business Intelligence Reporting Tool
CAF Contract Access Fee
CLIN Contract Line Item Number
CPRM Contract Payment Reporting Module
GWAC Government-wide Acquisition Contract
GL General Ledger
IDIQ Indefinite Delivery Indefinite Quantity
ITSS IT Solutions Shop
IP Industry Partner
MAC Multiple Award Contract
OCO Ordering Contracting Officer
OMB Office of Management and Budget
Pay.gov A U.S. Treasury application that enables U.S. government agencies to accept payments via electronic bank transfer or credit card.
PCO Procuring Contracting Officer
POP Period of Performance
REX Remittance Exchange. Another method for contractors to remit payments to the U.S. Government