federal acquisition service u.s. general services administration cfl functions

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

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

Federal Acquisition Service

U.S. General Services Administration

CFL Functions

Page 2: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

computersforlearning.gov

This is what the

schools see

Page 3: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

computersforlearning.gov

Registration is simple

Page 4: Federal Acquisition Service U.S. General Services Administration CFL Functions

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®

Page 5: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 6: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Executive Order 12999

Page 7: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 8: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

NCES School Search

Page 9: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

NCES School Search

Enter Criteria and Click Search

Page 10: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

NCES Number

Page 11: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

School Information

Page 12: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

NCES Number

NCES Number Displayed

Page 13: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

NCES Number – More Information

Student to Teacher Ratio

Lunch Assistance

Page 14: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL School Registration

Questions to help the Property Manager make an allocation decision

Page 15: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

IRS 501 (C) 3 – irs.gov/Charities-&-Non-Profits

Resource To Verify501 (C)3 Statusat www.irs.gov

Page 16: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Non-Profit Certification Questions

Non-profit organizations certify

under penalty of

law

Page 17: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Non-Profit Certification Questions

Non-profit organizations MUST upload their current 501 (C) to register

Page 18: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

VALIDATION

SCHOOL:

• Valid NCES number

• Must serve grades Pre-K through 12th

• U.S. students

Page 19: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 20: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 21: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Entered in GSAXcess®

Page 22: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Immediately Visible in CFL

Page 23: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Property Manager NotificationAgency property

manager will receive an

email alerting them to school interest

Page 24: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Property Managers - View/Allocate Requested Items

Property Manager must log into

GSAXcess® to utilize CFL functions

Page 25: Federal Acquisition Service U.S. General Services Administration CFL Functions

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.

Page 26: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Activity Address Code View

APO, NUO, User with Multiple AAC’s: type in

AACType in the appropriate AAC, click

Submit

Page 27: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

View/Allocate Requested Items by Transfer Control Number

Page 28: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

View/Allocate Requested Items by School Name

Page 29: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 30: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Competing Requests for an Item

4 requests but only1 available item

Page 31: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Property Item Data Sheet

Page 32: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Competing Requests for an Item

Enter one (1) for Victory Innovative Christian Academyand Zero in all others to deny

the requests

Click the red Allocate button.

Page 33: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

AllocateStatus column changes,

Requested quantity changes

System messages change

Page 34: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Return to Complete Allocation

You can complete the entireallocation or come back later

Page 35: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 36: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Confirmation Allocation

Page 37: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Confirm Allocations

Another method to

confirm allocations if you forgot or decided to wait until

later.

Page 38: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Confirm Allocation

Page 39: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Confirm Allocation

Page 40: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Confirmation Allocation

Confirmation Success Message

Page 41: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Transfer Order

Schools receive an email after allocation

and confirmatio

n.

Page 42: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Transfer Order

Transfer Order

Page 43: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Transfer Requested Items

The transaction is not complete until theSchool or educational non-profit picks up theProperty and you go into the CFL Functions

Menu to the Transfer function and selectTransfer.

Page 44: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Transfer Requested Items

Click on the Transfer Control Number thatyou want to transfer

Page 45: Federal Acquisition Service U.S. General Services Administration CFL Functions

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.

Page 46: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Transfer Requested Items

The system displays a confirmation message. You can only change your transfer informationthe day of the transfer action. If you transferbefore pick-up and the organization changes

their mind, you will need to contact yourGSA Area Property Officer for assistance.

Page 47: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Change Transfer

To change or delete

the transfer the day of

the transfer.

Page 48: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Change Transfer – Requestor Info

Enter the transfer control

number and click Submit

Page 49: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Change Transfer

Enter the transfer control

number and click Submit

Page 50: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Change TransferYou have until the

nightly cycle of the day of transfer to

change transfer quantity

To deny the transfer, enter a zero.

Page 51: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

School Search

Page 52: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

School Search

Enter School Name And/or, State,And/or Zip to Search

Page 53: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

School Search Criteria

You Can Search by AnyOr All Three Criteria

Page 54: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

School Registration Information

Displays School

Registration

Information

Page 55: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 56: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 57: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Resend School Transfer Order

Confirmation message

Page 58: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Post Transaction Module

Two Ways To Go To the Post

Transaction Module

Page 59: Federal Acquisition Service U.S. General Services Administration CFL Functions

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.

Page 60: Federal Acquisition Service U.S. General Services Administration CFL Functions

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 fora school and pre-fill data

Page 61: Federal Acquisition Service U.S. General Services Administration CFL Functions

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.

Page 62: Federal Acquisition Service U.S. General Services Administration CFL Functions

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.

Page 63: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Post Transaction Module

All School Information Is Prefilled From NEA

Database

Page 64: Federal Acquisition Service U.S. General Services Administration CFL Functions

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

Page 65: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Post Transaction Module

Select the FSC from the from the dropdown

listing.

Page 66: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Post Transaction Module

Select the type of equipment.

Page 67: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Post Transaction Module

Select hard disk status

Page 68: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Post Transaction Module

Select disposal condition.

Page 69: Federal Acquisition Service U.S. General Services Administration CFL Functions

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.

Page 70: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

Post Transaction Module

Transfer Control Number Created Success Message

Page 71: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Agency Reports

Agency Downloadable Reporting

Data

Page 72: Federal Acquisition Service U.S. General Services Administration CFL Functions

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 Excelhypertext to the right.

Page 73: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Agency Reports

Page 74: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Agency Non-Federal Recipient Report

Page 75: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Total Transfer to a School

Page 76: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Total Transfers to a School

Page 77: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Agency Total Transfers to a School

Page 78: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

CFL Total Transfers to a School

Page 79: Federal Acquisition Service U.S. General Services Administration CFL Functions

Federal Acquisition Service

U.S. General Services Administration

QUESTIONS?