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Federal Acquisition Service U.S. General Services Administration CFL Functions.

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Presentation on theme: "Federal Acquisition Service U.S. General Services Administration CFL Functions."— Presentation transcript:

1 Federal Acquisition Service U.S. General Services Administration CFL Functions

2 Federal Acquisition Service U.S. General Services Administration computersforlearning.gov This is what the schools see

3 Federal Acquisition Service U.S. General Services Administration computersforlearning.gov Registration is simple

4 Federal Acquisition Service U.S. General Services Administration CFL School Registration Schools must have a “Valid” NCES number that matches the NEA database and GSAXcess ®

5 Federal Acquisition Service U.S. General Services Administration CFL School Registration Educational Non- profits will not be allowed to register unless they upload their valid 501 (C) document

6 Federal Acquisition Service U.S. General Services Administration Executive Order 12999

7 Federal Acquisition Service U.S. General Services Administration Nces.ed.gov Website resource for Property Managers to verify registration accuracy – http://nces.ed.gov Click on School, College & Library Search

8 Federal Acquisition Service U.S. General Services Administration NCES School Search

9 Federal Acquisition Service U.S. General Services Administration NCES School Search Enter Criteria and Click Search

10 Federal Acquisition Service U.S. General Services Administration NCES Number

11 Federal Acquisition Service U.S. General Services Administration School Information

12 Federal Acquisition Service U.S. General Services Administration NCES Number NCES Number Displayed

13 Federal Acquisition Service U.S. General Services Administration NCES Number – More Information Student to Teacher Ratio Lunch Assistance

14 Federal Acquisition Service U.S. General Services Administration CFL School Registration Questions to help the Property Manager make an allocation decision

15 Federal Acquisition Service U.S. General Services Administration IRS 501 (C) 3 – irs.gov/Charities-&-Non-Profits Resource To Verify 501 (C)3 Status at www.irs.gov

16 Federal Acquisition Service U.S. General Services Administration CFL Non-Profit Certification Questions Non-profit organizations certify under penalty of law

17 Federal Acquisition Service U.S. General Services Administration CFL Non-Profit Certification Questions Non-profit organizations MUST upload their current 501 (C) to register

18 Federal Acquisition Service U.S. General Services Administration VALIDATION SCHOOL: Valid NCES number Must serve grades Pre-K through 12 th U.S. students

19 Federal Acquisition Service U.S. General Services Administration VALIDATION EDUCATIONAL NON-PROFIT: Must have a 501 (C) AND their primary business must be education Must serve grades Pre-K-12 U.S. Students Should have a license, certification, or acknowledgement from local, state or federal goverment

20 Federal Acquisition Service U.S. General Services Administration CFL Selection Screen – What Schools See Property Manager Enters Property Reports in CFL in GSAXcess®, Schools See It Immediately In CFL Website

21 Federal Acquisition Service U.S. General Services Administration Entered in GSAXcess®

22 Federal Acquisition Service U.S. General Services Administration Immediately Visible in CFL

23 Federal Acquisition Service U.S. General Services Administration Property Manager Notification Agency property manager will receive an email alerting them to school interest

24 Federal Acquisition Service U.S. General Services Administration Property Managers - View/Allocate Requested Items Property Manager must log into GSAXcess® to utilize CFL functions

25 Federal Acquisition Service U.S. General Services Administration View/Allocate Requested Items System Messages By clicking on the blue hypertext, you see additional information and can perform transfers of the computer equipment. The hypertext changes colors once you have clicked on it.

26 Federal Acquisition Service U.S. General Services Administration Activity Address Code View APO, NUO, User with Multiple AAC’s: type in AAC Type in the appropriate AAC, click Submit

27 Federal Acquisition Service U.S. General Services Administration View/Allocate Requested Items by Transfer Control Number

28 Federal Acquisition Service U.S. General Services Administration View/Allocate Requested Items by School Name

29 Federal Acquisition Service U.S. General Services Administration View/Allocate Requested Items by Transfer Control Number You can see any competing requests for the item by clicking on the Item Control Number hypertext

30 Federal Acquisition Service U.S. General Services Administration Competing Requests for an Item 4 requests but only 1 available item

31 Federal Acquisition Service U.S. General Services Administration Property Item Data Sheet

32 Federal Acquisition Service U.S. General Services Administration Competing Requests for an Item Enter one (1) for Victory Innovative Christian Academy and Zero in all others to deny the requests Click the red Allocate button.

33 Federal Acquisition Service U.S. General Services Administration Allocate Status column changes, Requested quantity changes System messages change

34 Federal Acquisition Service U.S. General Services Administration Return to Complete Allocation You can complete the entire allocation or come back later

35 Federal Acquisition Service U.S. General Services Administration Allocation Confirmation Whenever you see this Confirmation button, you can Confirm your allocation from the same screen

36 Federal Acquisition Service U.S. General Services Administration Confirmation Allocation

37 Federal Acquisition Service U.S. General Services Administration Confirm Allocations Another method to confirm allocations if you forgot or decided to wait until later.

38 Federal Acquisition Service U.S. General Services Administration Confirm Allocation

39 Federal Acquisition Service U.S. General Services Administration Confirm Allocation

40 Federal Acquisition Service U.S. General Services Administration Confirmation Allocation Confirmation Success Message

41 Federal Acquisition Service U.S. General Services Administration Transfer Order Schools receive an email after allocation and confirmation.

42 Federal Acquisition Service U.S. General Services Administration Transfer Order

43 Federal Acquisition Service U.S. General Services Administration Transfer Requested Items The transaction is not complete until the School or educational non-profit picks up the Property and you go into the CFL Functions Menu to the Transfer function and select Transfer.

44 Federal Acquisition Service U.S. General Services Administration Transfer Requested Items Click on the Transfer Control Number that you want to transfer

45 Federal Acquisition Service U.S. General Services Administration Transfer Requested Items The Transfer screen displays. Make any adjustments as needed and click the red Transfer button.

46 Federal Acquisition Service U.S. General Services Administration Transfer Requested Items The system displays a confirmation message. You can only change your transfer information the day of the transfer action. If you transfer before pick-up and the organization changes their mind, you will need to contact your GSA Area Property Officer for assistance.

47 Federal Acquisition Service U.S. General Services Administration Change Transfer To change or delete the transfer the day of the transfer.

48 Federal Acquisition Service U.S. General Services Administration Change Transfer – Requestor Info Enter the transfer control number and click Submit

49 Federal Acquisition Service U.S. General Services Administration Change Transfer Enter the transfer control number and click Submit

50 Federal Acquisition Service U.S. General Services Administration Change Transfer You have until the nightly cycle of the day of transfer to change transfer quantity To deny the transfer, enter a zero.

51 Federal Acquisition Service U.S. General Services Administration School Search

52 Federal Acquisition Service U.S. General Services Administration School Search Enter School Name And/or, State, And/or Zip to Search

53 Federal Acquisition Service U.S. General Services Administration School Search Criteria You Can Search by Any Or All Three Criteria

54 Federal Acquisition Service U.S. General Services Administration School Registration Information Displays School Registration Information

55 Federal Acquisition Service U.S. General Services Administration Resend School Transfer Order Sometimes you need a copy of the transfer order resent because: RTF file was unreadable or customer lost original

56 Federal Acquisition Service U.S. General Services Administration Resend School Transfer Order If you check send only to above, it only goes to the email address you enter. Otherwise, it goes to all original recipients. If you send to yourself, you can reformat into a word document and forward on

57 Federal Acquisition Service U.S. General Services Administration Resend School Transfer Order Confirmation message

58 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Two Ways To Go To the Post Transaction Module

59 Federal Acquisition Service U.S. General Services Administration Post Transaction Module WHAT IS THE POST TRANSACTION MODULE OR PTM? The PTM is a method to enter your CFL information when you don’t go through the regular GSAXcess® CFL online process. This is an alternative method that captures the CFL Agency transaction and automatically sends the required Non-Federal Recipients report at Fiscal year end to the Office of Governmentwide Policy for your Agency.

60 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Displays with prefilled Transfer Control Number and Agency Identifier Click Private or Public School to search for a school and pre-fill data

61 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Results for All Private Schools. Search for school by entering criteria and Click on NCES ID hypertext to pre-fill data form.

62 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Results for All Public Schools. Search for school by entering criteria and Click on NCES ID hypertext to pre-fill data form.

63 Federal Acquisition Service U.S. General Services Administration Post Transaction Module All School Information Is Prefilled From NEA Database

64 Federal Acquisition Service U.S. General Services Administration Post Transaction Module The educational non-profit must provide a 501C number You can verify accuracy at www.irs.gov, then Charities and Non-Profits

65 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Select the FSC from the from the dropdown listing.

66 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Select the type of equipment.

67 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Select hard disk status

68 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Select disposal condition.

69 Federal Acquisition Service U.S. General Services Administration Post Transaction Module By adding either the unit cost or total cost, the system calculates for you. Click sbumit.

70 Federal Acquisition Service U.S. General Services Administration Post Transaction Module Transfer Control Number Created Success Message

71 Federal Acquisition Service U.S. General Services Administration CFL Agency Reports Agency Downloadable Reporting Data

72 Federal Acquisition Service U.S. General Services Administration CFL Agency Reports You can only see your AAC of responsibility Select Month, Year (FYTD), Type report and click the red Submit button. All results are displayed and can be downloaded by clicking the Excel hypertext to the right.

73 Federal Acquisition Service U.S. General Services Administration CFL Agency Reports

74 Federal Acquisition Service U.S. General Services Administration CFL Agency Non-Federal Recipient Report

75 Federal Acquisition Service U.S. General Services Administration CFL Total Transfer to a School

76 Federal Acquisition Service U.S. General Services Administration CFL Total Transfers to a School

77 Federal Acquisition Service U.S. General Services Administration CFL Agency Total Transfers to a School

78 Federal Acquisition Service U.S. General Services Administration CFL Total Transfers to a School

79 Federal Acquisition Service U.S. General Services Administration QUESTIONS?


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