Training Resources for State Agencies and Employees

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Topics Training Title Event Name/Date Owner/Presenter Presentation Handouts
Systems Future Phase Agency Implementation of the Statewide Financial System 2010 Fall Conference Statewide Financial System Presentation (PDF)
Accounting Reconciliations: Ledgers and Cash 2013 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)
Financial Reporting Overview of State Public Authority Reporting Requirements and PARIS 2013 Fall Conference State Public Authority Reporting Presentation (PDF) Procurement Report - Procurement Transactions Tip Sheet
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)
Payroll Balance of Contract for SUNY Employees and Pay Equity for Institution Teachers 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Procurement State Authority Contract Reporting, Filing and Approval Requirements 2013 Fall Conference Bureau of Contracts Presentation (PDF) Class Exercises for State Authorities

Determining If a New State Authority Contract Amendment is Subject to OSC Filin…

Determining If a New State Authority Contract is Subject to OSC Filing or Prior…
Systems SFS Best Practices 2013 Fall Conference Office of Operations 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)
Payroll Fair Labor Standards Act: Overtime Rules 2014 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Procurement RFP Basics 2014 Fall Conference Bureau of Contracts Presentation (PDF)
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)
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) Transaction Flows
Payroll Workers' Compensation Workshop 2016 Fall Conference Bureau of State Payroll Services Workers' Comp References

Workers' Comp Exercises

Workers' Comp Solutions
Payroll TIAA Participants Calculations Workshop 2016 Fall Conference Bureau of State Payroll Services Presentation (PDF) TIAA Exercises

TIAA Solutions
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) Common Lease Terminology

Holdover Lease Cost Notes

New Lease Step-By-Step

OGS Fair Reasonable Guidelines

Sample Holdover Letter

Sample Lease Calculation
Procurement Test Your Request for Proposal (RFP) Knowledge 2016 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)
Expenditures Proper Invoicing and Voucher: Policies and Best Practices 2018 Fall Conference Bureau of State Expenditures

Statewide Financial System

Business Services Center
Presentation (PDF)
Expenditures Voucher, Vendor, and Payment Processing 2018 Fall Conference Bureau of State Expenditures Presentation (PDF)
Procurement Is there a Procurement Opportunity? Best practices for advertising Single and Sole Source contracts 2018 Fall Conference Bureau of Contracts 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)
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)
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)
Expenditures Policies and Best Practices for Purchasing and Receiving 2019 Fall Conference Bureau of State Expenditures 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)
Expenditures Vendor Management Fundamentals 2019 Fall Conference Bureau of State Expenditures Presentation (PDF)
Expenditures Voucher and Payment Processing 2019 Fall Conference Bureau of State Expenditures 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)
Financial Reporting An Introduction to Financial Reporting for NYS 2019 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation 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 Scenario Answers 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 Handout 2019 Fall Conference Bureau of State Payroll Services 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)
Procurement Using the Electronic Document Submission System 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Procurement Vendor Responsibility and Workers Compensation Requirments 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Procurement Advance Your Request for Proposal (RFP) Knowledge 2019 Fall Conference Bureau of Contracts 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)
Procurement Grants Partnership to Success (GPS) To Yes! 2019 Fall Conference Bureau of Contracts 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 Financial System Presentation (PDF)
Procurement Funds Reservation - Calculating Pre-Encumbrance Amounts for New Contracts and Amendments eLearning Bureau of Contracts Video (mp4) State employees: Watch video in SLMS & receive a completion certificate
Procurement Electronic Documents Submission System (EDSS) Video Library - Procurement Contracts and Amendments eLearning Bureau of Contracts Video (mp4) State employees: Watch video in SLMS & receive a completion certificate
Procurement Completing the Vendor Responsibility Profile - Part 1 eLearning Bureau of Contracts Video (mp4) State employees: Watch video in SLMS & receive a completion certificate
Procurement Completing the Vendor Responsibility Profile - Part 2 eLearning Bureau of Contracts Video (mp4) State employees: Watch video in SLMS & receive a completion certificate