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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 Retroactive Payments Over One Year Old 2015 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Procurement IFB/RFP Documentation Guide Tips 2015 Fall Conference Bureau of Contracts 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)
Systems Procurement Rearchitecture Business and Policy Primer 2014 December Office of Operations Presentation (PDF)
Accounting Reporting Uncashed Checks to the Office of Unclaimed Funds 2014 Fall Conference Office of Unclaimed Funds Presentation (PDF)
Procurement RFP Basics 2014 Fall Conference Bureau of Contracts Presentation (PDF)
Payroll Fair Labor Standards Act: Overtime Rules 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 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 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)
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
Systems Future Phase Agency Implementation of the Statewide Financial System 2010 Fall Conference Statewide Financial System Presentation (PDF)
Procurement Contract Submission AG and OSC 2016 Fall Conference Bureau of Contracts, Department of Law 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
Sample Holdover Letter
Sample Lease Calculation
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)
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
Procurement Is there a Procurement Opportunity? Best practices for advertising Single and Sole Source contracts 2018 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Optimizing the Agency/Vendor Relationship 2018 Fall Conference Bureau of State Expenditures

Statewide Financial System
Presentation (PDF)
Procurement Electronic Documents Submission System (EDSS) Video Library - Procurement Contracts and Amendments eLearning Bureau of Contracts Video (mp4)
If you are a State Agency employee, please use the following link to "Enroll" in and then "Launch" this eLearning Module in SLMS and receive a completion certificate:
Class in SLMS
Procurement Funds Reservation - Calculating Pre-Encumbrance Amounts for New Contracts and Amendments eLearning Bureau of Contracts Video (mp4)
If you are a State Agency employee, please use the following link to "Enroll" in and then "Launch" this eLearning Module in SLMS and receive a completion certificate:
Class in SLMS
Vendor Responsibility Completing the Vendor Responsibility Profile - Part 1 eLearning Bureau of Contracts Video (mp4)
If you are a State Agency employee, please use the following link to "Enroll" in and then "Launch" this eLearning Module in SLMS and receive a completion certificate:
Class in SLMS
Vendor Responsibility Completing the Vendor Responsibility Profile - Part 2 eLearning Bureau of Contracts Video (mp4)
If you are a State Agency employee, please use the following link to "Enroll" in and then "Launch" this eLearning Module in SLMS and receive a completion certificate:
Class in SLMS
Expenditures Proper Invoicing and Voucher: Policies and Best Practices 2018 Fall Conference Bureau of State Expenditures

Statewide Financial System

Business Services Center
Presentation (PDF)
Systems SFS Coach Demo - SFS Help When You Need It 2018 Fall Conference Statewide Financial System Presentation (PDF)
Systems Transforming Agencies' Procure-to-Pay (P2P) Processes: A case study with OMH and BSC 2018 Fall Conference Statewide Financial System

Office of Mental Health
Presentation (PDF)
Vendor Responsibility Vendor Responsibility for Subcontractors - Follow the State's Money 2018 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Voucher, Vendor, and Payment Processing 2018 Fall Conference Bureau of State Expenditures Presentation (PDF)
Systems Maximizing the Benefits of the Travel & Expense Report Builder 2019 Fall Conference Statewide Financial System Presentation (PDF)
Systems Tips and Tricks to Better Manage Your Work Using SFS 2019 Fall Conference Statewide Financial System Presentation (PDF)
Systems Using SFS Analytics for Your Agency's Reporting and Data Needs 2019 Fall Conference Statewide Finacial System Presentation (PDF)
Procurement Advance Your Request for Proposal (RFP) Knowledge 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Financial Reporting An Introduction to Financial Reporting for NYS 2019 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)
Procurement Best Practices for Best Price Procurements: Learn the Step-by-Step Process for Issuing an Invitation for Bids (IFB) 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Collaborating with Your Vendors 2019 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Contract Monitoring 2019 Fall Conference Bureau of State Expenditure Presentation (PDF)
Accounting FBIC Allocation Process 2019 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Accounting Finding the "Fun" in Refunds 2019 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Procurement Grants Partnership to Success (GPS) To Yes! 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Accounting New York State Accounting Operations Bootcamp 2019 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Accounting NYS Banking Service Agency Account Consolidation and Sole Custody Accounts and SFS 2019 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Expenditures Policies and Best Practices for Purchasing and Receiving 2019 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Prepare for Approval: What to Submit with your Invitation for Bid (IFB) or Request for Proposal (RFP) Procurement Record 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Procurement Real Property Leasing for State Agencies 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Risk Assessment 101 2019 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Travel Basics and Beyond 2019 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Using the Electronic Document Submission System 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Vendor Management Fundamentals 2019 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Vendor Responsibility and Workers Compensation Requirments 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Expenditures Voucher and Payment Processing 2019 Fall Conference Bureau of State Expenditures Presentation (PDF)
Payroll An Introduction to Payroll 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Handout (PDF)
Payroll Paycheck Taxes Workshop 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Handout (PDF)
Payroll Check Reversal (AC-230) Workshop 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Examples (PDF)
Payroll Additional Pay Adjustments 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Handout (PDF)
Payroll Direct Deposit and Payroll Check Reissuance 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Garnishments: The Income Execution Process 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Upgrade to 9.2 Update 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Salary Handout 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Salary Scenarios 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Salary Scenario Answers 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)