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, 2014 Last Updated: December 03, 2014

Federal Acquisition Service Quick Navigation About this Training 2  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 About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation In this Training, you will learn… 3  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 pageCPRM Training Module  About this Training About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation Overview 4  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 About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation High-level CPRM Workflow 5  About this Training About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary 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.

Federal Acquisition Service Quick Navigation Contractor (Industry Partner) Workflow 6  About this Training About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary 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.

Federal Acquisition Service Quick Navigation How to Access CPRM 7  All users access CPRM from the ASSIST Portal  URL:  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 or  About this Training About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation Contractor CPRM User Role 8  ‘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 About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation Menu Navigation 9  Click the CPRM tab to access CPRM  Use the top menu to navigate to all features  About this Training About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation Help Resources 10  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 About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation Conclusion 11 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:  About this Training About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary

Federal Acquisition Service Quick Navigation Glossary 12  About this Training About this Training  You Will Learn You Will Learn  CPRM Overview CPRM Overview  High-level Workflow High-level Workflow  Contractor Workflow Contractor Workflow  System Access System Access  Contractor User Role Contractor User Role  Menu Navigation Menu Navigation  Help Resources Help Resources  Glossary Glossary TermDefinition AASBSAssisted Acquisition Services – Business Systems ASSISTAssisted Services Shared Information SysTem BIRTBusiness Intelligence Reporting Tool CAFContract Access Fee CLINContract Line Item Number CPRMContract Payment Reporting Module GWACGovernment-wide Acquisition Contract GLGeneral Ledger IDIQIndefinite Delivery Indefinite Quantity ITSSIT Solutions Shop IPIndustry Partner MACMultiple Award Contract OCOOrdering Contracting Officer OMBOffice of Management and Budget Pay.govA U.S. Treasury application that enables U.S. government agencies to accept payments via electronic bank transfer or credit card. PCOProcuring Contracting Officer POPPeriod of Performance REXRemittance Exchange. Another method for contractors to remit payments to the U.S. Government