RWA Basics Training 1. RWA Basics Training

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RWA Basics Training

1. RWA Basics Training

1.1 RWA Basics Training

Notes:


1.2 Welcome

1.3 Participant Resources

Notes:


1.4 Course Agenda

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1.5 Lesson 1: Definition & Overview

Notes:


1.6 Reimbursable Services (RS) Program

Notes:


1.7 What is an RWA?

Notes:

1.8 Knowledge Check


1.9 Knowledge Check #1

(Multiple Response, 0 points, 1 attempt permitted)

Correct Choice

X Is an agreement between GSA and a customer whereby GSA agrees to provide

goods and services and the customer agrees to reimburse PBS for the cost of

these goods and services, indirect costs, and fees.

X Captures and bills the cost of altering, renovating, repairing, or providing services,

in GSA-managed space, over and above the basic operations financed through

rent.

X Identifies the specific needs of the customer and establishes financial agreement.

X Provides documentation of a formal agreement.

Feedback when correct:

All of these statements apply to RWAs.

Feedback when incorrect:

All of these statements are true of an RWA.


Correct (Slide Layer)

Incorrect (Slide Layer)


1.10 Lesson 2: Laws & Policies

Notes:

1.11 Appropriations Laws

Notes:


1.12 Appropriations Laws (cont.)

Notes:


1.13 Annual, Multiple Year, and No-year Appropriations

Notes:

1.14 Full Funding vs. Incremental Funding

Notes:


1.15 Knowledge Check


(Multiple Choice, 0 points, 1 attempt permitted)


Correct Choice

True

X False


An RWA may only be amended for new scope in the fiscal year in which it was accepted.






1.17 Lesson 3: RWA Types

Notes:


1.18 Recurring vs. Nonrecurring

Notes:

1.19 Severable vs. Nonseverable Services

Notes:


1.20 What are the RWA Types?

Notes:





Correct Choice

X True


False


Overtime utilities in GSA owned space are not separately metered or billed, meaning there

would not be an actual invoice for the above standard service. Services which aren’t separately

metered or billed, as in this case, are known as recurring services (R-type for federal customers,

C-type for non-federal customers).









1.23 Lesson 4: RWA Lifecycle

Notes:


1.24 Phase 1: Requirements Development

Notes:

1.25 Phase 2: Cost Estimation

Notes:






Correct Choice

By email

In person

X Via eRETA

They may send by any of the means listed above


Beginning October 1, 2019, federal customers must use eRETA to send Work Requests, RWAs,

and amended RWAs to GSA.









Correct Choice

Yes


X No


In order for GSA to accept the RWA, the customer must fully fund the entire scope of work at

RWA Acceptance. Incremental Funding is prohibited.




Notes:




1.29 Phase 3: Submission, Receipt, and Acceptance

Notes:


1.30 Phase 3: Submission, Receipt, and Acceptance (cont.)

Notes:





Correct Choice

X A. Bona Fide Need

X B. Fully defined scope of work

X C. Cost Estimate

D. Completion Letter

X E. Proper Funding

X F. Required customer signature


A completion letter is not needed for an RWA to be accepted.







1.33 Phase 4: Execution

Notes:

1.34 Phase 4: Execution (cont.)

Notes:






Correct Choice

X A. Bona Fide Need exists

B. Must be an RWA from a prior fiscal year

X C. Funds are legally available for the new purpose

X D. Must be accepted in the same fiscal year as when the original RWA was

accepted.


Any amendment must meet the Bona Fide Needs Rule, include funds that are legally available

for the purpose of the amendment, and must be accepted in the same fiscal year as the original

RWA was accepted.




RWA was accepted.





1.37 Phase 5: Substantial Completion and Financial Closeout

Notes:





Correct Choice

True

X False


Customers should not deobligate their funds until the Financial Closeout phase. Substantial

Completion implies that the job is physically substantially complete. Financial Closeout implies

that the project financials have been settled and the project can be financially closed out.


Customers should not deobligate their funds until the Financial Closeout phase. Substantial

Completion implies that the job is physically substantially complete. Financial Closeout implies

that the project financials have been settled and the project can be financially closed out.







Correct Choice

X A. All obligations have been recorded, all costs of the work have been expensed,

and all reimbursements have occurred.

X B. GSA sends Closeout Letter to customer signifying that all punch list items are

complete and all costs have been billed.

C. GSA obligates funding to vendors as contracts are signed. GSA liquidates

obligations as vendors deliver goods and/or services.

D. GSA acknowledges receipt of RWA Form 2957.

X E. Upon receiving Closeout Letter, customer deobligates any remaining funds.


Options C and D do not apply to the financial closeout phase. Option C refers to an activity that

occurs during the execution phase, while Option D refers to an activity that occurs in the

Submission, Receipt, and Acceptance Phase.









1.41 Lesson 5: RETA / eRETA

Notes:

1.42 What is RETA / eRETA?

Notes:


1.43 RETA/eRETA and Electronic RWA Enhancements

Notes:


1.44 How to Access RETA / eRETA?

Notes:





Correct Choice

Search for RWAs and export data to Excel.

Access RWA financial information and documentation.

Identify and submit new project or service needs (known as RWA Work Requests)

directly to GSA.

Enter and submit new and amended RWAs directly to GSA.

Utilize the RWA Digital Signature solution.

X All of the above.


Customers have the ability in eRETA to search for RWAs and export data to Excel, access RWA

financial information and documentation, identify and submit new project or service needs


(known as RWA Work Requests) directly to GSA, enter and submit new and amended RWAs

directly to GSA, and utilize the RWA Digital Signature solution.


The correct answer is all of the above. Customers have the ability in eRETA to search for RWAs

and export data to Excel, access RWA financial information and documentation, identify and

submit new project or service needs (known as RWA Work Requests) directly to GSA, enter and

submit new and amended RWAs directly to GSA, and utilize the RWA Digital Signature solution.




1.47 Reimbursable Work Authorization (RWA) Training Resources

Notes:


1.48 Participant Resources

Notes:

1.49 Web Resources: Internal GSA

Notes:


1.50 Web Resources: Customer Facing

Notes:


1.51 Reimbursable Services RWA Managers

Notes:

1.52 PDE Division RWA Contacts

Notes:


1.53 Quiz

1.54 Quiz Question #1



Correct Choice

X Is an agreement between GSA and a customer whereby GSA agrees to provide

goods and services and the client agency agrees to reimburse PBS for the cost of

these goods and services, indirect costs, and fees.

X Captures and bills the cost of altering, renovating, repairing, or providing services,

in GSA-managed space, over and above the basic operations financed through

rent.

X Identifies the specific needs of the customer and establishes financial agreement.

X Provides documentation of a formal agreement.


All of these statements apply to RWAs.


All of these statements are true of an RWA.







Correct Choice

True

X False











Correct Choice

X True

False

















Correct Choice

By email

In person

X Via eRETA

They may send by any of the means listed above







Notes:







Correct Choice

Yes

X No













Correct Choice

X A. Bona Fide Need

X B. Fully defined scope of work

X C. Cost Estimate

D. Completion Letter

X E. Proper Funding

X F. Required customer signature











Correct Choice

X A. Bona Fide Need exists

B. Must be an RWA from a prior fiscal year

X C. Funds are legally available for the new purpose

X D. Must be accepted in the same fiscal year as when the original RWA was

accepted.




RWA was accepted.




RWA was accepted.







Correct Choice

True

X False


Customers should not deobligate their funds until the financial closeout phase. Substantial

Completion implies that the job is physically substantially complete. Closeout implies that the

project financials have been settled and the project can be financially closed out.


Customers should not deobligate their funds until the financial closeout phase. Substantial

Completion implies that the job is physically substantially complete. Closeout implies that the

project financials have been settled and the project can be financially closed out.







Correct Choice

X A. All obligations have been recorded, all costs of the work have been expensed,

and all reimbursements have occurred.

X B. GSA sends Closeout Letter to customer signifying that all punch list items are

complete and all costs have been billed.

C. GSA obligates funding to vendors as contracts are signed. GSA liquidates

obligations as vendors deliver goods and/or services.

D. GSA acknowledges receipt of RWA Form 2957.

X E. Upon receiving Closeout Letter, customer deobligates any remaining funds.















Correct Choice

Search for RWAs and export data to Excel.

Access RWA financial information and documentation.

Identify and submit new project or service needs (known as RWA Work Requests)

directly to GSA.

Enter and submit new and amended RWAs directly to GSA.

Utilize the RWA Digital Signature solution.

X All of the above.


Customers have the ability in eRETA to search for RWAs and export data to Excel, access RWA

financial information and documentation, identify and submit new project or service needs


(known as RWA Work Requests) directly to GSA, enter and submit new and amended RWAs

directly to GSA, and utilize the RWA Digital Signature solution.


The correct answer is all of the above. Customers have the ability in eRETA to search for RWAs

and export data to Excel, access RWA financial information and documentation, identify and

submit new project or service needs (known as RWA Work Requests) directly to GSA, enter and

submit new and amended RWAs directly to GSA, and utilize the RWA Digital Signature solution.

Notes:




1.64 Results Slide

(Results Slide, 0 points, 1 attempt permitted)


Results for











Result slide properties

Passing

Score

70%


Success (Slide Layer)

Failure (Slide Layer)

RWA Basics Training 1. RWA Basics Training

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