Report Date: 13 Apr 2018 805A-36A-7006 Process a Military Interdepartmental Purchase Request (MIPR) Status: Approved Distribution Restriction: Approved for public release; distribution is unlimited. Destruction Notice: None Foreign Disclosure: FD1 - This training product has been reviewed by the training developers in coordination with the US Army Financial Management School, Fort Jackson, SC foreign disclosure officer. This training product can be used to instruct international military students from all approved countries without restrictions. Page 1
Conditions: As a Budget Officer/Brigade S8, you are required to manually process a Purchase Requisition, DA Form 3953. You have access to the Financial Management Tactical Platform, DFAS-IN Regulation 37-1, Finance and Accounting Policy Implementation, DFAS-IN Manual 37-100-FY, The Army Management Structure, DoD Financial Management Regulation 7000.14-R, Volume 3, Budget Execution - Availability and Use of Budgetary Resources, and DoD Financial Management Regulation 7000.14-R, Volume 11A, Reimbursable Operations, Policy and Procedures. Standards: Process a MIPR by completing the following steps without error: 1. Determine the type of funding authority from the GFEBS Reimbursable Cum Status by Fund Center (ZFSC1). 2. Determine the type of Purchase Requisition. 3. Expand the Item Overview button an input required fields. 4. Expand the Item Detail button and input Valuation tab. 5. Click on account assignment tab and input required fields. 6. Click on Customer Data tab then PR Gen tab and input required fields. 7. Click on the Workflow tab and input required fields. Special Conditions: None Safety Risk: Low MOPP 4: Cue: None Task Statements None DANGER None WARNING None CAUTION Remarks: None Notes: All required references and technical manuals will be provided by the local Command. Page 2
Performance Steps 1. Determine the type of funding authority from the GFEBS Reimbursable Cum Status by Fund Center (ZFSC1). a. Funded Direct Authority (Will be identified in the Fund Group designator, i.e. 202010D17) b. For a specific purpose, mission activity. c. For a specific dollar amount. 2. Determine the type of Purchase Requisition. a. Create the manual Purchase Requisition by entering TCODE ME51N in the command field. b. Select Outbound MIPR PR from the dropdown menu under PR Document type. c. In the Header Section enter all relevant information pertaining to the MIPR. 3. Expand the Item Overview button and input the following: a. Account Assignment Category: select proper account assignment. b. Short Text: short description of what is being procured. c. Quantity: 1 (always 1). d. Unit of Measure: AU (always AU). e. Delivery Date: expected delivery date. f. Material Group: choose material group. g. Plant: select installation. h. Purchasing Group: select proper contracting office. i. Desired Vendor: choose vendor. j. Purchasing Organization: Army (always Army). 4. Expand the Item Detail button and input Valuation tab: enter amount of PR. 5. Click on Account Assignment tab and input the following: a. G/L Account: (defaults). b. Cost Center: enter the cost center. c. Fund: enter the fund. d. Functional Area: enter the functional area. e. Fund Center: enter the fund center. 6. Click on Customer Data tab then PR Gen tab and input the following: a. POC Info/Approving Officer: enter funding approver. b. POC Info/Approving Officer: enter telephone number. Page 3
c. General-SRN: enter the unique reference number. 7. Click on the Workflow tab and input the following: a. PR Routing Keys: enter paying office DoDAAC. b. Click on Check button. c. Click on Save button and record document number. (Asterisks indicates a leader performance step.) Evaluation Guidance: Score the Soldier GO if all performance measures are passed (P). Score the Soldier NO GO if any performance measure is failed (F). If the Soldier fails any performance measure, show what was done wrong and how to perform it correctly. Evaluation Preparation: This task can be evaluated by use of the performance measures as listed. This method of evaluation is appropriate if the Soldier performs the task on the job. Allow the Soldier to practice until the Soldier feels qualified and prepared for the evaluation. Then have the Soldier perform the task, using the materials listed in the CONDITIONS statement above. Score the Soldier "PASS" or "FAIL" as determined by the performance. PERFORMANCE MEASURES GO NO-GO N/A 1. Determined the type of funding authority from the GFEBS Reimbursable Cum Status by Fund Center (ZFSC1). 2. Determined the type of Purchase Requisition. a. Created the manual Purchase Requisition by entering TCODE ME51N in the command field. b. Selected Outbound MIPR PR from the dropdown menu under PR Document type. c. In the Header Section entered all relevant information pertaining to the MIPR. 3. Expanded the Item Overview button and input the following: a. Account Assignment Category: selected proper account assignment. b. Short Text: short description of what was procured. c. Quantity: 1 (always 1). d. Unit of Measure: AU (always AU). e. Delivery Date: expected delivery date. f. Material Group: chose material group. g. Plant: selected installation. h. Purchasing Group: selected proper contracting office. i. Desired Vendor: chose vendor. j. Purchasing Organization: Army (always Army). 4. Expanded the Item Detail button and input Valuation tab: entered amount of PR. 5. Clicked on Account Assignment tab and input the following: a. G/L Account: (defaults). b. Cost Center: entered the cost center. c. Fund: entered the fund. d. Functional Area: entered the functional area. e. Fund Center: entered the fund center. 6. Clicked on Customer Data tab then PR Gen tab and input the following: a. POC Info/Approving Officer: entered funding approver. b. POC Info/Approving Officer: entered telephone number. c. General-SRN: entered the unique reference number. 7. Clicked on the Workflow tab and input the following: a. PR Routing Keys: entered paying office DoDAAC. b. Clicked on Check button. c. Clicked on Save button and recorded document number. Supporting Reference(s): Page 4
Step Number Reference ID Reference Name Required Primary DFAS-IN 37-1 Finance and Accounting Policy Implementation. Yes Yes DFAS-IN MANUAL 37-100-FY DOD 7000.14-R VOL 11A DOD 7000.14-R VOL 3 The Army Management Structure Yes No Department of Defense Financial Management Regulation, Volume 11A, Reimbursable Operations, Policy and Procedures Department of Defense Financial Management Regulation, Volume 3, Budget Execution - Availability and Use of Budgetary Resources Yes Yes No No TADSS : None Equipment Items (LIN): None Materiel Items (NSN) : Step ID NSN LIN Title Qty 7022-01-512-3144 S63110 Support System Tactical: AN/TYQ-132(V)2 1 Environment: Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to the current Environmental Considerations manual and the current GTA Environmental-related Risk Assessment card. Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to ATP 3-34.5 Environmental Considerations and GTA 05-08-002 ENVIRONMENTAL-RELATED RISK ASSESSMENT. Safety: In a training environment, leaders must perform a risk assessment in accordance with current Risk Management Doctrine. Leaders will complete the current Deliberate Risk Assessment Worksheet in accordance with the TRADOC Safety Officer during the planning and completion of each task and sub-task by assessing mission, enemy, terrain and weather, troops and support available-time available and civil considerations, (METT-TC). Note: During MOPP training, leaders must ensure personnel are monitored for potential heat injury. Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the MOPP work/rest cycles and water replacement guidelines IAW current CBRN doctrine. Prerequisite Individual Tasks : None Supporting Individual Tasks : Task Number Title Proponent Status 805A-36A-7002 Capture Unit Costs 805A - Financial Management (Individual) Approved Supported Individual Tasks : Task Number Title Proponent Status 805A-36A-7010 Process Purchase Requisitions 805A - Financial Management (Individual) Approved Supported Collective Tasks : Task Number Title Proponent Status 14-EAC-8036 Perform Theater Accounting Support (FMSC) 14 - Finance (Collective) Approved Knowledges : Knowledge ID K24664 K25882 Knowledge Name Know the requirements and methods utilized in GFEBS Know how to communicate General Fund Enterprise Business System (GFEBS) Navigation Skills : Skill ID S1721 Skill Name Navigate Government Fund Enterprise Business System (GFEBS) ICTL Data : Page 5
ICTL Title 36A - Financial Manager - CPT Personnel Type MOS Data Officer AOC: 36A, Rank: CPT, Duty Pos: UFO Page 6