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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


2016 Fall Conference Registration Now Open

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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)
Accounting New York State Accounting Operations Bootcamp 2015 Fall Conference Bureau of State Accounting Operations Presentation (PDF)
Systems Reporting Financial Data - How to Get Information About SFS Financial Transaction 2015 Fall Conference Statewide Financial Systems

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 Systems

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
Systems NYS eMarketplace 2015 Fall Conference Office of General Services Presentation (PDF)
Vendor Responsibility Vendor Responsibility 101 - Basic 2015 Fall Conference Bureau of Contracts Presentation (PDF)
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)
Procurement Fundamentals of Lease Contracts for Office Space 2015 Fall Conference Bureau of Contracts Presentation (PDF)

Handout:

Sample Holdover Letter and STS
Procurement Fundamentals of Intergovernmental Agreements and MOUs 2015 Fall Conference Bureau of Contracts Presentation (PDF)

Handout:

Sample Cover Letter
Financial Reporting Bridging the GAAP: Transacting and Reporting 2015 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)

Handout:

Difference in Basis of Accounting
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)
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
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)
Vendor Responsibility 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
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)
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 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
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)
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)