Benefit Bank Training & Support

Benefit Bank training has two different categories: 

  • Understanding Benefit Bank - helps you understand the various benefit types and baseline calculations.
  • Using Benefit Bank - walks you through the process and pages used to enter benefit into the application

Understanding Benefit Bank

RESOURCE DESCRIPTION DATE AUDIENCE
Benefit Definitions Job Aid (pdf)

Handy reference guide outlining benefit and baseline types with examples of activities that generate benefit.

6.1.18

Submitters

Approvers

Calculating the Benefit (pdf)

Brief refresher training on the different benefit types and how to calculate it.

6.1.18

Submitters

Approvers

Choosing the Baseline (pdf)

Brief refresher training on the different baseline types and how to choose the correct type.

6.1.18

Submitters

Approvers

Approver Training (pdf)

How to review benefit calculations for accuracy and completeness, and determine validity of supporting documentation. 

3.23.16

Approvers

Using Benefit Bank

RESOURCE/DOCUMENT RESOURCE/WEBINAR DATE AUDIENCE
User Quick Start Guide (pdf) 7.15.14 Submitters
Basic Benefit Bank Training (pdf) Basic Benefit Bank Training Webinar 3.23.16 Submitters
Approver Quick Start Guide (pdf) 7.16.14 Approvers
Approver Webinar Presentation (pdf) Approver Webinar Recording 3.23.16 Approvers
UC Category Look-up Tool (xlsx) Provides UNSPSC codes  for tracking

Benefit Bank Enhancements

Now available: Benefit Bank Enhancement Details - 12.18.17 (ppt)

(See archive for past enhancement details)