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Contract Payment Reporting Module (CPRM)

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Presentation on theme: "Contract Payment Reporting Module (CPRM)"— Presentation transcript:

1 Contract Payment Reporting Module (CPRM)
Advanced Instruction on Workflow and System Access CPRM Training Module for Contractor Users Created: November 30, 2014 Last Updated: October 07, 2016

2 About this Training About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary 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. Detailed information may be accessed on many slides by clicking ‘more…’ or ‘explain…’ or ‘show me…’. Example, click on the words below to expose text and click on it again to hide the text. 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 Detailed information may be accessed on many slides by clicking ‘more…’ or ‘explain…’ or ‘show me…’. Example, click on the words below to expose text and click on it again to hide the text. more… Detailed information is presented this way. explain… Detailed explanations are presented this way.

3 In this Training, you will learn…
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Topics Overview Workflow Diagrams Accessing the System Contractor User Role Menu Navigation CPRM Industry Partner Contacts Information Help Resources Reports Conclusion For a high-level overview of the CPRM, please refer to the CPRM Training Module page

4 Overview About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary The CPRM was designed to enable you to report Transactional Data, such as order data, invoice data and contract access fee (CAF) payment data for your task/delivery orders awarded on GWACs, Connections II, OASIS, HCaTS, BMO 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

5 High-level CPRM Workflow
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Each ‘swimlane’ in this diagram provides the basic workflow steps expected of each user type. explain… Contractor: The person(s) who manage the task order, invoice data and CAF Payment reporting for their company in CPRM. explain… 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.

6 Contractor (Industry Partner) Workflow
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports 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. Alternate CAF Payment methods: Click here for additional information

7 How to Access CPRM All users access CPRM from the ASSIST Portal
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary 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: Register – Contractor Training Module is available here 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

8 Contractor CPRM User Role
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary ‘RBA: CPRM’ on registration profile This role enables the user to accomplish the following activities: View / Add / Edit CPRM Industry Partner Contact Data View / Add / Edit Orders and Order Mods View / Add / Edit Invoice Data and Zero Invoice Data View / Add / Edit CAF Payment Data Future Enhancements CPRM Communications User has access to data associated to their company’s contracts that are supported in the CPRM.

9 Menu Navigation Click the CPRM tab to access CPRM
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Click the CPRM tab to access CPRM Use the top menu to navigate to all features

10 Introduction to CPRM Industry Partner Contacts
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary For each of your company’s contracts, you must enter at least one contact name/phone/ in the CPRM Industry Partner Contacts section. The terms of your contract may specify that you provide a name of a person who will serve as the primary contact to the GSA for contract-related matters – such as a Program Manager. In addition to reporting this person’s name and contact information to your contracting office, you should also enter it into the CPRM in the Industry Partner Contacts section. The names entered into the CPRM Industry Partner Contacts section will be the people who will be contacted by CPRM analysts if there are issues to resolve with regard to meeting reporting requirements. You may provide a maximum of three contacts per contract.

11 Entering New Contact Data (slide 1 of 3)
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Access the CPRM Industry Partner Contacts page from the CPRM Communications menu by selecting the Search for CPRM Industry Partner Contacts option. The Search for CPRM Industry Partner Contacts page will open. Click the Add button. The following slides provide explanation of each for field.

12 Entering New Contact Data (slide 2 of 3)
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Start by entering the Name and selecting the Contract Number Enter the Contact Person’s name. If the name matches a name of a registered user, the system will present the name under the text box and you may select it. . Otherwise, type in the name. Select the Contract Number. The list is populated with all active contracts that you have access to for your company. Select the Role for your contact person on this contract. Your contract may have required a contact person to serve in a role such as Program Manager. If this is the case, identify the role for the person that was previously submitted and/or approved, per your contract. Enter the phone number, phone extension, address and any comments for your contact person. If you edit the phone number, extension or address, this data will not affect the user’s account, if the contact has a CPRM user account. Click ‘Submit’ to submit this form. Click ‘Cancel’ to discard your changes and close the form.

13 Entering New Contact Data (slide 3 of 3)
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Confirmation Page Upon successful submission, the system will present a confirmation page.

14 View Existing Contacts (slide 1 of 2)
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary You can access all your contacts from the Search for CPRM Industry Partner Contact page How to access this page: menu option CPRM Communications  Search CPRM Industry Partner Contacts Table is pre-populated with all contacts associated to your company contracts. Click the Name to open the Contact data to view, edit or delete.

15 View Existing Contacts (slide 2 of 2)
About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Click a Contact Name from the search page to open the Contact page. If you contract requires a certain type of contact person, such as a Program Manager, the system will not allow you to delete this contact, but you may edit it if you need to update the name / phone / of the contact. Click Edit to edit the contact. Click Delete to delete the contact. Click Cancel to return to the Search page.

16 Help Resources About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary 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

17 Reports About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Use the ‘Task Order Awards by Company’ report to validate that the invoice data is accurate and complete for your order(s) and the CAF payments have been made for the full amount owed. Report Portlet

18 Be sure to visit the other modules:
Conclusion About this Training You Will Learn CPRM Overview Training… High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary 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:

19 Glossary About this Training You Will Learn CPRM Overview Training…
High-level Workflow Contractor Workflow System Access Contractor User Role Menu Navigation Industry Partner Contacts Help Resources Reports Resources… Glossary Term Definition AASBS Assisted Acquisition Services – Business Systems ASSIST Assisted Services Shared Information SysTem BMO Building Maintenance and Operations CAF Contract Access Fee CLIN Contract Line Item Number CPRM Contract Payment Reporting Module GWAC Government-wide Acquisition Contract GL General Ledger HCaTS Human Capital and Training Solutions IDIQ Indefinite Delivery Indefinite Quantity ITSS IT Solutions Shop IP Industry Partner MAC Multiple Award Contract OASIS / OASIS SB One Acquisition Solution for Integrated Services; SB: Small Business 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

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