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NYS Comptroller

THOMAS P. DiNAPOLI

Office of Operations Training Resources
for State Agencies and Employees

Building Accountability and Public Trust Through Professional Development


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Topic Training Title Event
Name/Date
Owner/Presenter
Handouts/ Presentation
Payroll Workers' Compensation 201 - WC Issues 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Workers' Compensation 101 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll The Salary Refund and Exchange Process - AC230 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Handout

AC230 Checklist
Payroll Salary Calculations When Changing Between Bargaining Units With Different Raises 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Handout

Salary Calculations When Changing Between Bargaining Units With Different Raises
Payroll Retroactive Payments Over One Year Old 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Retirement 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Refunding New York City Taxes 2015 Fall Conference Bureau of State Payroll Services Presentations (PDF)
Payroll Promotions 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Handouts

Promotions
Promotions Scenarios
Payroll Payroll Processing Schedule 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll NS to Grade 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Handout

NS to Grade
Payroll General Tax Tips & Statistics 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Form 1099-MISC Deceased Employees 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Deferred Compensation 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Correction Sheet Report NPAY776 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Corrected W-2s & AC3206 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Control-D & Locked Queries 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Anniversary Dates & Increment Codes 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Handouts

Anniversary Dates & Increment Codes
Anniversary Dates & Increment Codes Scenarios
Payroll Additional Pay Adjustments 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll 2015 Year End 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Procurement IFB/RFP Documentation Guide Tips 2015 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Contract Monitoring 2015 Fall Conference Bureau of State Expenditures Presentation (PDF)
Systems Reporting Financial Data - How to Get Information About SFS Financial Transaction 2015 Fall Conference Statewide Financial System

Bureau of State Accounting Operations

Bureau of Financial Reporting and Oil Spill Remediation
Presentation (PDF)
Systems Changes to Procurement to Payment in EE1 2015 Fall Conference Statewide Financial System

Bureau of Contracts

Bureau of State Expenditures
Presentation (PDF)
Expenditures Risk Assessment 2015 Fall Conference Bureau of State Expenditures Presentation (PDF)

Handouts:

COSO Framework Seventeen Principles
Match Game
Risk Chart
Scenario Worksheet 2015
Scenario 1 - Purchasing - 2015
Scenario 1 - Purchasing - Org Chart
Scenario 1 - Purchasing - Flow Chart
Scenario 2 - AP - 2015
Scenario 2 - AP - Org Chart
Scenario 2 - AP - Flow Chart
Procurement Tools for an Effective Grant Procurement 2015 Fall Conference Bureau of Contracts Presentation (PDF)
Procurement Request For Proposals for Beginners 2015 Fall Conference Bureau of Contracts Presentation (PDF)

Handouts:

Handout
Case Study Q&As
Procurement Incidental Invitation for Bids 2015 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Voucher, Vendor, and Payment Processing 2015 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Travel Q & A 2015 Fall Conference Bureau of State Expenditures Presentation (PDF)
Systems SFS Today and Tomorrow; What's New, What's Next 2015 Fall Conference Statewide Financial Systems 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
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)
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)
Payroll Combining Employee Identification Numbers 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 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 Balance of Contract for SUNY Employees and Pay Equity for Institution Teachers 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 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
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)
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)
Expenditures Internal Controls 2011 Bureau of State Expenditures Presentation (Video)
Vendor Responsibility Review of the Vendor Responsibility Profile 2012 Bureau of Contracts Presentation (Video)
Systems Advantageous Efficiencies to Plant Now and Harvest Year Round 2016 Fall Conference Statewide Financial System Presentation (PDF)
Systems No Tricks Just Treats: Don't Let Fast Payment for Small Business Scare You (Preparing for 15 Day Prompt Pay) 2016 Fall Conference Statewide Financial System Presentation (PDF)
Financial Reporting An Introduction to GAAP Basis Financial Reporting 2016 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)
Expenditures Contract Monitoring 2016 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Contract Submission AG and OSC 2016 Fall Conference Bureau of Contracts, Department of Law Presentation (PDF)
Procurement Fall into Knowledge - Finding Answers to your Procurement, Contracting and Statewide Financial System (SFS) Questions 2016 Fall Conference Bureau of Contracts, Statewide Financial System Presentation (PDF)
Procurement Gateway to Success in Grant Procurements 2016 Fall Conference Bureau of Contracts, Office of Information Technology Services Presentation (PDF)
Procurement Lease Contracts for Real Property: The Life Cycle of a Lease 2016 Fall Conference Bureau of Contracts, Office of General Services, Business Services Center Presentation (PDF)

Handouts:
Common Lease Terminology
Holdover Lease Cost Notes
New Lease Step-By-Step
OGS Fair Reasonable Guidelines
RPN Team and Other Contacts
Sample Holdover Letter
Sample Lease Calculation
Accounting New York State Accounting Operations Bootcamp 2016 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Accounting NYS Banking Services – Agency Account Consolidation/Closure 2016 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Procurement Polishing Your Finished Procurement - Steps for Submitting a Complete Invitation for Bid (IFB) Package 2016 Fall Conference Bureau of Contracts Presentation (PDF)
Procurement Responsible or Non-Responsible: That is the Question 2016 Fall Conference Bureau of Contracts,OSC Legal, Office of General Services Presentation (PDF)
Expenditures Risk Assessment 101 2016 Fall Conference Bureau of State Expenditures Presentation (PDF)
Accounting SFS Accounting Basics: Transaction Processing from Budgets to Ledgers – Accounting Man to the Rescue! 2016 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)

Handout:

Transaction Flows
Procurement Test Your Request for Proposal (RFP) Knowledge 2016 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Travel Q & A 2016 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Voucher, Vendor, and Payment Processing 2016 Fall Conference Bureau of State Expenditures Presentation (PDF)
Payroll Check Reversal (AC-230) Workshop 2016 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Reference Material:
AC-230 Resources

Hands-on Examples:
AC-230 Excercise

Solution to Hands-on Examples:
AC-230 Solution
Payroll Salary Determination Workshop  2016 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Reference Material:
Salary References

Salary Table of Contents

Hands-on Examples:
Salary Exercises

Solution to Hands-on Examples:
Salary Solutions
Payroll Tax Administration Workshop 2016 Fall Conference Bureau of State Payroll Services Reference Material:
Tax References

Hands-on Examples:
Tax Exercises

Solution to Hands-on Examples:
Tax Solutions
Payroll Workers' Compensation Workshop 2016 Fall Conference Bureau of State Payroll Services Reference Material:
Workers' Comp References

Hands-on Examples:
Workers' Comp Exercises

Solution to Hands-on Examples:
Workers' Comp Solutions
Payroll TIAA Participants Calculations Workshop 2016 Fall Conference Bureau of State Payroll Services Presentation (PDF)

Hands-on Examples:
TIAA Exercises

Solution to Hands-on Examples:
TIAA Solutions