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Public Buildings Service. eRETA - RWA Tools for the Customer General Services Administration Steven Sacco, Senior Program Analyst Ashlee Carlson, Senior Program Analyst. Office of Facilities Management & Services Programs Small Projects & Reimbursable Services Division May 2012.
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Public Buildings Service eRETA - RWA Tools for the CustomerGeneral Services Administration Steven Sacco, Senior Program AnalystAshlee Carlson, Senior Program Analyst Office of Facilities Management & Services Programs Small Projects & Reimbursable Services DivisionMay 2012
Customer Facing RWA eTools • What we will demonstrate: • www.gsa.gov/rwa: The first stop on your quest for RWA info • eRETA or “external RETA”: The new RWA Customer Portal launched in April 2011 • Bill View: View copies of RWA billing statements • What we will discuss: • BAAR and Web Presentment: the future Bill View • The Future: eRETA 2.0 – transitioning RWAs to an e-commerce world
www.gsa.gov/rwa Primary RWA Homepage
RWA Website • The first stop on your quest for RWA info • An easy website to remember: www.gsa.gov/rwa • Information provided includes: • Links to customer-facing tools and systems • Updated Forms and policies • Customer-facing Training • FAQs and POCs for questions
eRETA External RWA Entry and Tracking Application
eRETA 1.0 • Allows users access to RWAs managed by multiple agency bureau codes (ABC) with a single log-in • Search for RWAs and: • Review current financial activity of the RWA • View uploaded documents and files for the RWA • Download groups of RWA data to Excel for analysis • Replaced the antiquated “RWA Search” Website • Rolled out began in April 2011 • Available to all agencies by June 2011 • www.gsa.gov/ereta
BillView Portal to access copies of RWA Bills
Bill View • View copies of current and historical RWA billing statements • Go to www.gsa.gov/rwa for instructions on requesting User ID and password • Already have a User ID? • Jump to: www.finance.gsa.gov/billview/
Bill View - Billing Statement (Top Portion) New Fields Revised Field Will display data from last RWA submission in GSA
Bill View - Billing Statement (Middle Portion) New Field New field with breakdown of expenses incurred by category • New Field • Snapshot of billing history and current activity • Balance of RWA
Bill View - Billing Statement (Bottom Portion) • Details costs incurred during billing period • Allows customer to see what they are paying for • Broken down by work site • Provides reference data for GSA use in addressing customer questions
BAAR Billing and Accounts Receivable
BAAR and GSA Customers • Simplified Access • PDF versions of bills (except rent bills) • Send messages, ask questions and dispute bills online • Includes Collection Information • Robust querying capabilities
BAAR - Disputing a GSA Bill • Customer can dispute bills and check on the status of their disputes. • Disputes can be entered at two levels. • Dispute the entire bill • Dispute a specific detail of the bill
BAAR - Conversion • Conversion to BAAR will occur in three phases. • Phase I – Rent and Fleet only • Completed - August 2011 • Phase II – RWAs, Global Supply, Schedules • Anticipated - July 2013 • Only unpaid and new bills will be converted. • Historical bills available in legacy application (eg. Rent on the Web (ROW) for RWAs; Billview for RWAs, etc)
BAAR – RWA Conversion (Phase II) • Customer facing portion of BAAR is referred to as “Vendor and Customer Self-Service” or VCSS • Users with existing eRETA or Billview user IDs as of January 2013 will automatically have a VCSS user ID created • Not single-sign on, but quick links between eRETA and VCSS • www.gsa.gov/baar • View VCSS Brochure in right hand pane
eRETA 2.0 The Future of RWA e-Commerce
eRETA 2.0 - A look into the future • Electronically submit RWA Work Requests • Automatically routed to appropriate region for assignment of Project Manager, Estimator, RWA Analyst, etc • Track status of request, view estimates, and collaboratively update requirements documents online • Enter customer information (page 1 of RWA) to ensure data is not mis-keyed or omitted • Data interfaces automatically into RETA to ensure accuracy • Digitally sign RWA using eSignature • Real-time interface with RETA allows GSA to digitally sign and send Acceptance Letter within hours, even minutes
Points of Contact Director Keith Colella Keith.Colella@gsa.gov Customer Outreach & Education Ashlee Carlson Ashlee.Carlson@gsa.gov Data Management Steven Sacco Steven.Sacco@gsa.gov Project Specific Contact your Regional RWA Manager >> See Map