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Topic Training Title Event
Name/Date
Owner/Presenter
Handouts/ Presentation
Vendor Responsibility Vendor Responsibility - Best Practices 2015 OGS Purchasing Forum Bureau of Contracts Presentation (PDF)
Systems Agency Insight: EE1 Business Processes, Assets, and Projects 2014 Fall Conference Statewide Financial System Presentation (PDF)
Systems EE1: Going Live with Payment Schedule Projection (PSP), and Budget/Commitment Control (KK) 2014 Fall Conference Statewide Financial System Presentation (PDF)
Systems EE1: Going Live with Procurement Updates 2014 Fall Conference Statewide Financial System Presentation (PDF)
Systems General Session: EE1 Project, Timeline, and Impacts 2014 Fall Conference Statewide Financial System Presentation (PDF)
Systems Procurement Rearchitecture Business and Policy Primer 2014 December Office of Operations Presentation (PDF)
Procurement Building a Strong Foundation in Invitation for Bid 2014 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Contract Monitoring 2014 Fall Conference Bureau of State Expenditures Presentation (PDF)
Financial Reporting Financial Reporting and Transacting in SFS 2014 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)

Handout:

Difference in Basis of Accounting
Procurement Fundamentals of Lease Contracts for Office Space 2014 Fall Conference Bureau of Contracts Presentation (PDF)
Accounting New York State Accounting Operations Bootcamp 2014 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Procurement Overview of BSC Purchasing 2014 Fall Conference OGS Business Services Center Presentation (PDF)
Procurement Overview/Update of the BSC 2014 Fall Conference OGS Business Services Center Presentation (PDF)
Accounting Reporting Uncashed Checks to the Office of Unclaimed Funds 2014 Fall Conference Office of Unclaimed Funds Presentation (PDF)
Procurement Request for Proposals (RFP) Evaluation Instrument 2014 Fall Conference Bureau of Contracts Presentation (PDF)
Accounting Revenue Accounting and Federal Grants Accounting in SFS 2014 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Procurement RFP Basics 2014 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Risk Assessment 101 2014 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Travel Q & A 2014 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Vendor Responsibility 101 – Basics 2014 Fall Conference Bureau of Contracts Presentation (PDF)

Handouts:

Vendor Responsibility Documentation Requirements for Contracting Entities


State Contracting Entity Quick Reference Guide

AC 3273-S Vendor Responsibility Profile Fillable Form (Word)
Procurement Vendor Responsibility – Advanced 2014 Fall Conference Bureau of Contracts Presentation (PDF)

Handouts:

Budget Bulletin H-1032: New York State Grants Reform


Instructions for Creating SAM User Account
Expenditures Voucher, Vendor, and Payment Processing 2014 Fall Conference Bureau of State Expenditures Presentation (PDF)
Payroll The Salary Refund & Exchange Process 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Combining Employee Identification Numbers 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Creating Additional Pay Adjustments 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Direct Deposit Procedures: Returns/Deletes/Reversals 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll How to Correct Employees' History 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Salary Determination NS to Grade 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Fair Labor Standards Act: Overtime Rules 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll The Pay Calculation and Confirmation Process 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Workers' Compensation/Corrected W-2s and Refunds 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Year- End Processing 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Systems Implementing Statewide Enterprise Applications: Lessons from New York's Statewide Financial System (SFS) and Learning Management System (SLMS) 2014 Oracle/Peoplesoft User Group Statewide Financial System Presentations:

NY Statewide Financial System (SFS) (PDF)

NYS Learning Management System (SLMS) (PDF)
Systems Consolidating Business Services and Processes Using Oracle/PeopleSoft Applications 2014 Oracle/Peoplesoft User Group Metropolitan Transit Authority (MTA)

OGS Business Services Center
(BSC)

Onondaga County
Presentations:

Metropolitan Transit Authority (MTA)(PDF)

NYS Business Services Center (BSC)(PDF)

Onondaga County (PDF)
Systems Oracle/PeopleSoft: Future Directions 2014 Oracle/Peoplesoft User Group Oracle Presentations:

Part One (PDF)
Part Two (PDF)
Financial Reporting/Systems Strategies for Obtaining and Using Data from PeopleSoft Applications 2014 Oracle/Peoplesoft User Group Bureau of Financial Reporting and Oil Spill Remediation

OGS Business Services Center
(BSC)
Presentations:

Office of the State Comptroller - Financial Reporting and Transacting in SFS (PDF)

NYS Business Services Center (BSC)(PDF)
Systems OSC Agency Forum 2013 Fall Conference Office of Operations Presentation (Video)
Payroll Balance of Contract for SUNY Employees and Pay Equity for Institution Teachers 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Corrections Sheets - General Overview 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Introduction to Salary Calculations 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Handouts:
Promotion Percentages for Promotions Involving M/C M-Grades (PDF)
Payroll Payroll Earnings Day to Day & Duplicates, Soft Warnings and General Comments 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Processing Salary Payments Pursuant to Court Orders, Awards and Settlement Agreements (Formerly Back Salary Awards) 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Step 3 Grievances 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll The Certification Process and You 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Financial Reporting An Introduction to Governmental Accounting and Financial Reporting 2013 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)
Procurement Contract Monitoring 2013 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Fundamentals of Intergovernmental Agreements and MOUs 2013 Fall Conference Bureau of Contracts Presentation (PDF)

Handouts:

Architect, Engineering & Consultant Contracts Checklist

Lease Checklist

Real Property & Negotiated Contracts Team
Procurement Getting to Yes on Contract Approval/Procurement Mirror Check 2013 Fall Conference Bureau of Contracts Presentation (PDF)

Handout:

Contract Document Submission Guide - New Procurements, Amendments and Renewals (except Preferred Source and Discetionary Purchases)
Financial Reporting Overview of State Public Authority Reporting Requirements and PARIS 2013 Fall Conference State Public Authority Reporting Presentation (PDF)

Handout:
Procurement Report - Procurement Transactions Tip Sheet
Procurement Overview of the OGS Business Services Center
2013 Fall Conference OGS Business Services Center Presentation (PDF)
Accounting Reconciliations: Ledgers and Cash
2013 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)
Procurement RFP Advanced 2013 Fall Conference Bureau of Contracts Presentation (PDF)

Handout:

Scenario Answer Key
Expenditures Risk Assessment 101 2013 Fall Conference Bureau of State Expenditures Presentation (PDF)

Risk Assessment 101 Trivia Game (PDF)
Systems SFS Best Practices 2013 Fall Conference Office of Operations Presentation (PDF)
Procurement State Authority Contract Reporting, Filing and Approval Requirements 2013 Fall Conference Bureau of Contracts Presentation (PDF)

Handouts:

Class Exercises for State Authorities

Determining If a New State Authority Contract Amendment is Subject to OSC Filing or Prior Approval For Amendments Executed after 3/1/2010 (Other Than Exempt Contract Amendments)

Determining If a New State Authority Contract is Subject to OSC Filing or Prior Approval For Contracts Executed after 3/1/2010 (Other Than Exempt Contracts)
Key Terms Report, File or Approve? Written Notices
Procurement State Authorities – Vendor Responsibility 2013 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Travel Q & A 2013 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Voucher, Vendor and Payment Processing – State Expenditures 2013 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Vendor Management in the Statewide Financial System: Understanding NYS's Vendor File 2011 Bureau of State Expenditures Presentation (Video)
Systems Future Phase Agency Implementation of the Statewide Financial System 2010 Fall Conference Statewide Financial System Presentation (PDF)
Systems Keynote Address: Statewide Financial System 2010 Fall Conference Statewide Financial System Presentation (PDF)
Expenditures Purchasing Under Your Discretionary Threshold 2010 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement State Agency Compliance with Prompt Contracting Regulations 2010 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Techniques for Obtaining Reasonable Prices on Sole or Single Source Contracts 2010 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures The Statewide Vendor File Explained 2010 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Excel Tip and Tricks to Find Improper Payments Handout 2009 Fall Conference Bureau of State Expenditures Presentation (PDF)

Handout:

Excel Tip and Tricks to Find Improper Payments

Expenditures Fraud Red Flags 2009 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Introduction to Internal Controls 2009 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures OSC's Role in the Economic Recovery Act 2009 Fall Conference Bureau of State Expenditures
Presentation (PDF)
Procurement Voucher Processing 2009 Fall Conference Bureau of State Expenditures Presentation (PDF)