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Roles Explanation

Role Name     Function Valid Roleholders Invalid Roleholders SOAR Impact Appears in PASS As: Comments
Account Specific Bu dget Responsible Manager The holder of this role will be added to an approval flow if the user selects an Index/PCA/Project/Grant that has been reported to the ASMP team as belonging to a certain manager. Agency employees only. OCP, ASMP, and OCFO employees None. N/A. See comments. Currently, a user cannot specify a relationship through the front-end. The PASS technical team must change the file directly. Call the ASMP Help Desk to have relationships changed.
Agency Catch All Budget Analyst This role appears on the approval flow if the program code used is not the requisitioner’s default program code and a program code supervisor is not assigned to the program code. DCPS Employees Only Any NONE "Agency Catch All Budget Analyst"
Agency Manager Yes Superclass of the "Agency Specific Agency Manager" role. User does not gain added functionality by holding this role. Any None None. Agency Manager
Agency Specfic Agency Manager No The holder of this role is notified when a purchase over a certain dollar amount (default $25,000) is created in the agency specified by the role. Only Agency employees should hold this role. Typically, it is the director and/or deputy director of the agency. OCP, ASMP and OCFO employees should not hold this role (unless it is for their specific agency) None. XX0 Agency Manager
Agency Specific Adhoc Shipping Address The holder of this role can add temporary, non-standard addresses to ship items to any location in the world. Agency managers. OCP and OCFO managers may also hold this role. ASMP and Agency basic requisitioners None. XX0 Adhoc Shipping Address
Agency Specific Agency Director Currently, this role only identifies the PASS user who is the director of an agency. No functionality is gained by holding this role. However, it may be used in future functionality, so only Agency Directors should hold the role. Agency directors only. OCP, ASMP, OCFO, and Agency employees None. XX0 Agency Director
Agency Specific Authorizing Official The holder of this role must approve all vehicle purchases for the agency. Agency employees only. OCP, ASMP, and OCFO employees None. XX0 Authorizing Official
Agency Specific Budget Director This role appears on the approval flow if the total dollar value is $750,000 or greater DCPS Employees Only Any NONE "Agency Specific Budget Director"
Agency Specific Budget Reviewer 1 Represents the OCFO employee that must approve requisitions that fall into the first of two dollar thresholds that are setup in PASS for each agency. The first threshold is usually described as $25K to $100K, but the Agency Director can request that this threshold limit be changed. OCFO employees only. OCP, ASMP, and Agency employees None. XX0 Budget Reviewer 1 Threshold values can only be changed by the ASMP team. Contact the Help Desk to have the values changed. Documentation to lower the threshold under $25K must come from the Agency Director.
Agency Specific Budget Reviewer 2 Represents the OCFO employee that must approve requisitions that fall into the second of two dollar thresholds that are setup in PASS for each agency. The second threshold is usually described as requisitions totaling more than $100K, but the Agency CFO can request that this threshold limit be changed. OCFO employees only. OCP, ASMP, and Agency employees None. XX0 Budget Reviewer 2 Threshold values can only be changed by the ASMP team. Contact the Help Desk to have the values changed.
Agency Specific CatchAll Budget Responsible Manager When a user selects an account in SOAR that has no relationship to an Account Specific Budget Responsible Manager, this individual is added to the approval flow. This person should not automatically approve the document; rather they should examine the accounting strings and determine whether or not the account selected is valid. Agency employees, or a Budget Director/Analyst with access to SOAR OCP and ASMP employees None. XX0 Budget Responsible Manager
Agency Specific Contracting Officer This role is currently held by the Agency Chief Contracting Officer. It is the last node on all requisition approval flows, unless the tiered contracting officer functionality is used. OCP employees, mostly. Agency employees may only hold this role if the agency's contracting authority is not derived from OCP. ASMP and OCFO employees User's 97 profile must be able to post encumberances for the specified agency. XX0 Contracting Officer
Agency Specific Contracting Officer 1 At the request of the ACCO, the Contracting Officer role can be tiered to certain dollar thresholds that match the ACCO's staff's Warrant amounts. This role represents the first of three tier levels that the ACCO can specify. This role will be the last one inserted in the approval flow of a requisition. There is no default value for any of the Tiered Contracting Officer roles. OCP employees, mostly. Agency employees may only hold this role if the agency's contracting authority is not derived from OCP. ASMP and OCFO employees User's 97 profile must be able to post encumberances for the specified agency. XX0 Contracting Officer 1
Agency Specific Contracting Officer 2 This role represents the second of three tier levels that the ACCO can specify. This role will be the last one inserted in the approval flow of a requisition. There is no default value for any of the Tiered Contracting Officer roles. OCP employees, mostly. Agency employees may only hold this role if the agency's contracting authority is not derived from OCP. ASMP and OCFO employees User's 97 profile must be able to post encumberances for the specified agency. XX0 Contracting Officer 2
Agency Specific Contracting Officer 3 This role represents the third of three tier levels that the ACCO can specify. This role will be the last one inserted in the approval flow of a requisition. There is no default value for any of the Tiered Contracting Officer roles. OCP employees, mostly. Agency employees may only hold this role if the agency's contracting authority is not derived from OCP. ASMP and OCFO employees User's 97 profile must be able to post encumberances for the specified agency. XX0 Contracting Officer 3
Agency Specific Invoice Manager 1 This roleholder has to approve and/or reconcile all invoices for the specified agency when the invoice total falls in the first of three dollar ranges. By default, the first range is $0 to $500,000. OCFO employees only. OCP, ASMP, and Agency employees User's 97 profile must be able to post vouchers for the specified agency. XX0 Invoice Manager 1 Holder of this role should also hold the superclass "Invoice Manager" role.
Agency Specific Invoice Manager 2 This roleholder has to approve and/or reconcile all invoices for the specified agency when the invoice total falls in the second of three dollar ranges. By default, the second range is $500,000 to $1,000,000. OCFO employees only. OCP, ASMP, and Agency employees User's 97 profile must be able to post vouchers for the specified agency. XX0 Invoice Manager 2 Holder of this role should also hold the superclass "Invoice Manager" role.
Agency Specific Invoice Manager 3 This roleholder has to approve and/or reconcile all invoices for the specified agency when the invoice total falls in the third of three dollar ranges. By default, the final range is above $1,000,000. OCFO employees only. OCP, ASMP, and Agency employees User's 97 profile must be able to post vouchers for the specified agency. XX0 Invoice Manager 3 Holder of this role should also hold the superclass "Invoice Manager" role.
Agency Specific Master User 1 ASMP plans on making the Master User 1 role agency specific. Until then, this role should not be assigned to anyone. No PASS user should hold this role at this time All None. XX0 Master User 1
Agency Specific Master User 2 ASMP plans on making the Master User 2 role agency specific. Until then, this role should not be assigned to anyone. No PASS user should hold this role at this time All None. XX0 Master User 2
Agency Specific Master User 3 ASMP plans on making the Master User 3 role agency specific. Until then, this role should not be assigned to anyone. No PASS user should hold this role at this time All None. XX0 Master User 3
Agency Specific OCFO Encumbrance Error Handler This role is added to the approval flow of a requisiton when the preencumberance was successful, but the encumberance failed. This individual will have access to SOAR and the requisition in PASS to analyze the error code returned by SOAR and determine a solution. OCFO employees only. OCP, ASMP, and Agency employees None. XX0 OCFO Encumbrance Error Handler
Agency Specific Primary Contracting Officer The holder of this role will be added to an approval flow as a watcher when one of the three tiers of Contracting Officers are added to the flow. Typcially, the ACCO holds this role to be notified when a requisition is submitted to OCP for approval. OCP employees, mostly. Agency employees may only hold this role if the agency's contracting authority is not derived from OCP. ASMP and OCFO employees User's 97 profile must be able to post encumberances for the specified agency. XX0 Primary Contracting Officer
Agency Specific QueryAll The holder of this role has the ability to view all requisitions, purchase orders and receipts that are created in the specified agency. They also receive an email when requisitons are changed in PASS for the agency. OCP, ASMP, OCFO and Agency managers. Agency base requisitioners None. XX0 QueryAll
Agency Specific Receiver If a user selects a ShipTo location that has no Location Specific Receiver set for it, then this role is added to the approval flow for the receiving report. Agency receiving manager (or equivalent) OCP, ASMP, and OCFO employees None. XX0 Receiver
Agency Specific Security Officer This role is added to the approval flow of all User Maintenance E-Forms for the specified agency. The individual is responsible for ensuring that the information contained in the E-Form is correct and the roles requested are required to complete their tasks in PASS and comply with the requirements of this document. OFOS Specified PASS Users only. OCP, ASMP, OCFO, and Agency employees None. XX0 Security Officer
AP Specialist Allows roleholder to view the Invoice E-Form and Supplier E-Form OCFO Accounts Payable staff only. OCP, ASMP, and Agency employees None. AP Specialist
Blackman Jones Contracting Officer This role shows up only if the requisition is of a special procurement type. The threshold limits are from $0 - $9999999999.00 Any Any NONE Blackman Jones Contracting Officer
Budget Reviewer Superclass of the "Agency Specific Budget Reviewer" role. User will have permissions to edit a requisition while in the approvable state. OCFO employees only. OCP, ASMP, and Agency employees None. Budget Reviewer
CAFR Audit Services Contracting Officer This role shows up only if the requisition is of a special procurement type. The threshold limits are from $0 - $9999999999.00 Any Any NONE CAFR Audit Services Contracting Officer
Change Timesheet This role allows the requestor of the timesheet to be able to change/cancel the timesheet after it is fully approved DC Gov Contractors, PASS Support Change Timesheet
Contract Administrator Formerly known as the COTR- allows role holder the ability to view contracts in the Contracts Module. An observer only. COTR
Contract Specialist The Contract Specialist role gives the user the ability to edit requisitions while still in the approval flow, request changes to PO's, force a requisition stuck in "Ordering" to "Ordered", receives an email when a requisition they modified or approved is changed, and has access to the Supplier E-Form. Also has the ReceiveAll permission. Similar to the "Contracting Officer" role, except this role is not added to the flow automatically. OCP Contracting Specialists and independent agency Contracting Specialists only. ASMP, OCFO, and Agency employees. User's 97 profile must be able to post encumberances for the agency they support. Contract Specialist
Contracting Officer Superclass for the Agency Specific Contracting Officer role. It will allow the holder to edit requisitions while in the "Submitted" state, force Orders to the "Ordered" state, receive all orders, view the Supplier E-Form, receives an email when the requisition is modified, and holds the Purchasing Agent permission. OCP employees, mostly. Agency employees may only hold this role if the agency's contracting authority is not derived from OCP. ASMP and OCFO employees User's 97 profile must be able to post encumberances for the specified agency. Contracting Officer
Contracting Officer A This role is currently held by the Contracting Officer A. It is the last node on all requisition approval flows, unless the tiered contracting officer functionality is used.The threshold $value for this role is based on the agency Any Any NONE " Agency XX Contracting Officer A "
Contracting Officer B This role is currently held by the Contracting Officer B. It is the last node on all requisition approval flows, unless the tiered contracting officer functionality is used.The threshold $value for this role is based on the agency Any NONE " Agency XX Contracting Officer B "
Contractor Only users with the Contractor Role can have a timeshet created against them. DC GovContractors Contractor
Create Services PO This role allows a user to be able to create an hours based, timesheet tracked services requisition Managers or PASS users creating POs for contractors. Create Services PO
Create Services Invoice This role allows a user to create an invoice for hours based, time sheet tracked services PO. AP Specialists Create Services Invoice
Create Timesheet This role allows a user to create a time sheet. From the Create link on the swoosh screen, users will be able to select Timesheet Eform after clicking on Company eForm. DC Gov Contractors, PASS Support Create Timesheet
DCPS Central Office Master User This role allows the role holder to create requsitions for all Central Office program codes DCPS Employees Only Any NONE DCPS Central Office Master User
DCPS Master User This role allows the role holder to select any DCPS Program Code (PCA). The requisitioners/AP Specialists can hold his role. The user should belong to the Education Cluster Agencies. Authorized DCPS Employees Only/Education Cluster AP Specialists Non Education Cluster Employees NONE DCPS Master User
DCPS School Master User This role allows the role holder to create requsitions for all Schools DCPS Employees Only Non DCPS Employees NONE DCPS School Master User
Economic Development Agency IT Liaison "The Agency IT Liaison Role is a supervisory role that aggregates the functionality of the cluster-based liaison roles. This role appears on: Requisitions for non-exempt agencies that are not associated with a cluster-based IT Liaison role, and that meet the same criteria of having one or more line item containing an IT commodity code, and the total value of the requisition is greater than $25,000. The company eForm type “ePIF”." "BD0 BI0 BX0 CF0 CR0 CT0 DB0 EB0 EC0 EN0 SR0 TK0" NONE Economic Development Agency IT Liaison
Edit Timesheet This role allows users who are approving time sheets the ability to edit the time sheet Supervisors of DC Gov Contractors Edit Timesheet
Education Agency IT Liaison "The Agency IT Liaison Role is a supervisory role that aggregates the functionality of the cluster-based liaison roles. This role appears on: Requisitions for non-exempt agencies that are not associated with a cluster-based IT Liaison role, and that meet the same criteria of having one or more line item containing an IT commodity code, and the total value of the requisition is greater than $25,000. The company eForm type “ePIF”." "CE0 GA0 GB0 GC0 GD0 GE0 GF0 GM0 GN0 GO0 GW0 PE0 " Any NONE Education Agency IT Liaison
EOM and Boards Contracting Officer This role shows up only if the requisition is of a special procurement type Any Any NONE EOM & Boards Contracting Officer
Government Operations Agency IT Liaison "The Agency IT Liaison Role is a supervisory role that aggregates the functionality of the cluster-based liaison roles. This role appears on: Requisitions for non-exempt agencies that are not associated with a cluster-based IT Liaison role, and that meet the same criteria of having one or more line item containing an IT commodity code, and the total value of the requisition is greater than $25,000. The company eForm type “ePIF”." "AD0 AM0 BE0 BQ0 BU0 GS0 HD0 KA0 KG0 KT0 KV0 PO0 PW0 TO0" Any NONE Government Operations Agency IT Liaison
Health & Human Services Agency IT Liaison "The Agency IT Liaison Role is a supervisory role that aggregates the functionality of the cluster-based liaison roles. This role appears on: Requisitions for non-exempt agencies that are not associated with a cluster-based IT Liaison role, and that meet the same criteria of having one or more line item containing an IT commodity code, and the total value of the requisition is greater than $25,000. The company eForm type “ePIF”." "AP0 BY0 BZ0 HA0 HC0 HG0 HM0 HS0 HT0 JA0 JM0 JZ0 RL0 RM0 VA0" Any NONE Health & Human Services Agency IT Liaison
Human Services Contracting Officer This role is currently held by the Human Services Contracting Officer. It is the last node on all requisition approval flows, unless the tiered contracting officer functionality is used.The threshold $ value for this role is based on the agency Any Any NONE Human Services Contracting Officer
Human Services Contracting Officer A This role is currently held by the Human Services Contracting Officer. It is the last node on all requisition approval flows, unless the tiered contracting officer functionality is used.The threshold $ value for this role is based on the agency Any Any NONE Human Services Contracting Officer A
Independent Agency IT Liaison "The Agency IT Liaison Role is a supervisory role that aggregates the functionality of the cluster-based liaison roles. This role appears on: Requisitions for non-exempt agencies that are not associated with a cluster-based IT Liaison role, and that meet the same criteria of having one or more line item containing an IT commodity code, and the total value of the requisition is greater than $25,000. The company eForm type “ePIF”." " AA0 AC0 AE0 AF0 AG0 BA0 BK0 CG0 CH0 CJ0 CQ0 CW0 DA0 DH0 DJ0 DK0 DL0 DX0 JR0 LQ0 RK0 RP0 RS0 TC0" Any NONE Independent Agency IT Liaison
Invoice Manager Superclass of the Invoice Manager 1, 2, and 3 roles. Roleholder will be given permissions to access the Supplier E-Form, edit Invoice Due Dates, edit Invoice E-Forms, edit requisitions while still in the approvable state, approve invoices, reject invoices, and refer invoices to others. OCFO employees only. OCP, ASMP, and Agency employees None. Invoice Manager
ITSA PM This role is held by an ITSA project Manager. The ITSA PM appears in the approval flow when timesheets are changed or edited. ITSA Employees only Any NONE ITSA PM
Location Specific Receiver This role is added to the approval flow of a receiving report when the requisition specifies the address code that the role is tied to. Location receiving responsible party. OCP, ASMP, and OCFO employees None. "XX0-YY Receiver "
Master User 1 The holder of this role will be able to select any address in PASS, regardless of the users agency. ASMP System Support members. Some OCP, Agency, and OCFO users also require this if they are responsible for multiple agencies. Most PASS users None. Master User 1
Master User 2 This role will allow the holder to view and select all accounting attributes and purchase for any agency in PASS, regardless of the user's agency. ASMP System Support members. Some OCP, Agency, and OCFO users also require this if they are responsible for multiple agencies. Most PASS users User's 97 profile must be able to post encumberances for all District agencies. Master User 2
Master User 3 This role will allow the holder to view and select all PASS users for all requisition, eForm, searching, and reporting functions, regardless of the user's agency. ASMP System Support members. Some OCP, Agency, and OCFO users also require this if they are responsible for multiple agencies. Most PASS users None. Master User 3
Oapt Manager OCP requires that their customer agencies need to fill the o-APT eform so that OCP can understand the agencies procurement requirements for the upcoming fiscal year. It does not have any budget involved with it. OAPT manager role allows OCP to either accept the project or reject the project. OCP agency employees only ASMP, OCFO, and Agency employees. NONE Oapt Manager
OCTO PMO Director All OCTO req'uirements will flow through this role. OCTO
Opif Manager OCP requires the agencies to enter e-forms called oPIF for all agencies so that OCP can track the procurement work that comes to OCP for processing. This is a pre-Requisition requirement. It does not have any budget involved with it. OPIF Manager role allows OCT to either accept or reject the project OCP agency employees only ASMP, OCFO, and Agency employees. NONE Opif Manager
OTR Audit Services Contracting Officer This role shows up only if the requisition is of a special procurement type. The threshold limits are from $0 - $9999999999.00 Any Any NONE OTR Audit Services Contracting Officer
P Card Admin Role The P Card admin role is currently held by the OCP agency. They approve various Pcard requests for different agencies. OCP and agencies under OCPonly Any NONE P Card Admin role
Public Safety Agency IT Liaison "The Agency IT Liaison Role is a supervisory role that aggregates the functionality of the cluster-based liaison roles. This role appears on: Requisitions for non-exempt agencies that are not associated with a cluster-based IT Liaison role, and that meet the same criteria of having one or more line item containing an IT commodity code, and the total value of the requisition is greater than $25,000. The company eForm type “ePIF”." "BN0 CB0 DQ0 DV0 FA0 FB0 FE0 FH0 FJ0 FK0 FL0 FO0 FQ0 FR0 FS0 FT0 FV0 FX0 FZ0 PJ0 UC0" Any NONE Public Safety Agency IT Liaison
QueryAll The holder of this role has the ability to view all requisitions, purchase orders and receipts that are generated in the system, regardless of agency. PASS System Support members. OCP, OCFO and Agency employees None. QueryAll
Simplified Acquisitions Contracting Officer This role shows up in the approval flow when the $value is between $0 -$100000 for the agencies :TO0, DB0, RK0, JA0, BE0, JZ0, FB0, FX0, UC0, FR0,CR0, BN0, BY0, CB0, AD0, HM0, PO0, TC0, CT0, CQ0, SR0, EN0, TK0, BD0, BX0, LQ0, DA0, BJ0, AA0, DL0, GW0, CJ0, BZ0, BA0, AP0, CG0 OCP agency employees only Any NONE Simplified Acquisitions Contracting Officer
Special Ed Trasporation Contracting Officer This role shows up only if the requisition is of a special procurement type. The threshold limits are from $0 - $500000.00 Any Any NONE Special Ed Trasporation Contracting Officer
Special Projects Group Contracting Officer "This role is currently held by the Special projects Group Contracting Officer. It is the last node on all requisition approval flows, unless the tiered contracting officer functionality is used. KV0, DB0, FL0, KG0, FX0, JZ0, UC0, FR0, HA0, CR0,CB0, AD0, HM0, PO0, TC0,CT0,CF0, CQ0, SR0, EN0, TK0, BD0, BX0, LQ0, DA0, FK0, AA0, DL0, AE0, GW0, CJ0, BZ0, BA0, AP0, CG0 Employees only" OCP agency employees only Any NONE Special Projects Group Contracting Officer
Technology Contracting Officer The role is currently held by a TO0 contracting officer only if the commodity code is IT related. OCTO Only OCTO employees only NONE Technology Contracting Officer
Timesheet on Behalf Of This role allows users to create time sheets on behalf of other users. Timesheet on Behalf Of
Transportation and Specialty Equipment Contracting Officer This role shows up in the approval flow if the commodity code selected is Transportation related. The threshhold limits for this role are based on the agency. Any NONE Transportation and Specialty Equipment Contracting Officer
Transportation and Specialty Equipment Contracting Officer A This role shows up in the approval flow if the commodity code selected is Transportation related. The threshhold limits for this role are based on the agency. Any NONE Transportation and Specialty Equipment Contracting Officer A
Transportation and Specialty Equipment Contracting Officer B This role shows up in the approval flow if the commodity code selected is Transportation related. The threshhold limits for this role are based on the agency. Any NONE Transportation and Specialty Equipment Contracting Officer B
Transportation and Specialty Equipment Contracting Officer C This role shows up in the approval flow if the commodity code selected is Transportation related. The threshhold limits for this role are based on the agency. Any NONE Transportation and Specialty Equipment Contracting Officer C
Transportation and Specialty Equipment Contracting Officer D This role shows up in the approval flow if the commodity code selected is Transportation related. The threshhold limits for this role are based on the agency. Any NONE Transportation and Specialty Equipment Contracting Officer D
XX0 Grant Approver The approver will be the manager in the agency who is responsible for the approval of grant awards (usually the Agency Director) Agency (Director)
XX0 Grant Reviewer The role holder is a user from the agency who will review the grant requirements prior to the approver roles approving the requisition Agency
XX0 OCFO Grant Approver The approver is an individual in the agency's finance officer (Usually AFO) OCFO
XX0 OCFO Grant Reviewer OCFO employee who reviews grant OCFO
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