Training Resources for State Agencies and Employees

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Topics Training Title Event Name/Date Owner/Presenter Presentation Handouts
Expenditures Travel Basics and Beyond – Travel Status and Lesser of Mileage eLearning Bureau of State Expenditures Video (mp4)
Procurement Benefits of the Online Vendor Responsibility Questionnaire eLearning Bureau of Contracts Video (mp4)
Expenditures Travel Basics and Beyond – Per Diems eLearning Bureau of State Expenditures Video (mp4)
Procurement Online Vendor Responsibility System Benefits for Agencies eLearning Bureau of Contracts Video (mp4) State employees: Watch video in SLMS & receive a completion certificate
Expenditures Travel Basics and Beyond – Transportation eLearning Bureau of State Expenditures Video (mp4)
Expenditures Travel Basics and Beyond – Miscellaneous Items and Taxable Travel eLearning Bureau of State Expenditures Video (mp4)
Expenditures Travel Basics and Beyond – Reminders, Best Practices and Resources eLearning Bureau of State Expenditures Video (mp4)
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
Accounting Introduction to the Office of Operations (OOO) 2021 Virtual Fall Conference Bureau of Contracts

Bureau of Financial Reporting and Oil Spill Remediation

Bureau of State Accounting Operations

Bureau of State Expenditures

Bureau of State Payroll Services

Office of Unclaimed Funds
Video (mp4) Presentation (PDF)

Handout
Accounting Life Cycle of Uncashed State Checks 2021 Virtual Fall Conference Office of Unclaimed Funds Video (mp4) Presentation (PDF)
Payroll Know Your W-2 and Tax Statement 2021 Virtual Fall Conference Bureau of State Payroll Services Video (mp4) Presentation (PDF)
Payroll General Deductions and Direct Deposit 2021 Virtual Fall Conference Bureau of State Payroll Services Video (mp4) Presentation (PDF)
Systems SFS Coach - Help When You Need It 2021 Virtual Fall Conference Statewide Financial System Video (mp4) Presentation (PDF)
Financial Reporting Financial Reporting Updates - New GASB Standards 2021 Virtual Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Video (mp4) Presentation (PDF)
Payroll Workers' Compensation in PayServ 2021 Virtual Fall Conference Bureau of State Payroll Services Video (mp4) Presentation (PDF)
Procurement Procurement Concepts and Best Practices 2021 Virtual Fall Conference Bureau of Contracts Video (mp4) Presentation (PDF)
Expenditures Contract Payment Review: Are We Getting What We Pay For? (Formerly Known as Contract Monitoring) 2021 Virtual Fall Conference Bureau of State Expenditures Video (mp4) Presentation (PDF)
Expenditures Travel Basics and Beyond 2021 Virtual Fall Conference Bureau of State Expenditures Video (mp4) Presentation (PDF)
Payroll Navigating Retirement and Savings Plans in PayServ 9.2 2021 Virtual Fall Conference Bureau of State Payroll Services Video (mp4) Presentation (PDF)
Vendor Responsibility Advanced Vendor Responsibility Topics 2021 Virtual Fall Conference Bureau of Contracts Video (mp4) Presentation (PDF)
Payroll PayServ Batch Schedule Overview 2021 Virtual Fall Conference Bureau of State Payroll Services Video (mp4) Presentation (PDF)
Procurement Lease Q&A – Best Practices for Lease Contract Submissions 2021 Virtual Fall Conference Bureau of Contracts Video (mp4) Presentation (PDF)
Payroll OSC and Agency Processing Schedule 2021 Virtual Fall Conference Bureau of State Payroll Services Video (mp4) Presentation (PDF)
Accounting Administration of State Agency Bank Accounts 2021 Virtual Fall Conference Bureau of State Accounting Operations Video (mp4) Presentation (PDF)
Accounting Reviewing Appropriation Information in SFS 2021 Virtual Fall Conference Bureau of State Accounting Operations Video (mp4) Presentation (PDF)
Procurement Setting Your Agency Up for Success – Purchase Order Best Practices 2021 Virtual Fall Conference Business Services Center

Statewide Financial System

Office of Parks, Recreation and Historic Preservation
Video (mp4) Presentation (PDF)
Systems SFS Analytics for Advanced Users: Using Statewide Financial System (SFS) Data to Analyze Spending 2021 Virtual Fall Conference Statewide Financial System Video (mp4) Presentation (PDF)
Expenditures The Agencies’ Role in Reporting Payments on the New 1099-NEC (Non-Employee Compensation) Form 2021 Virtual Fall Conference Bureau of State Expenditures

Statewide Financial System
Video (mp4) Presentation (PDF)
Accounting Sole Custody Reporting 2021 Virtual Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Video (mp4) Presentation (PDF)
Accounting Budgets and Spending 2020 Virtual Fall Conference Bureau of State Accounting Operations Video (mp4) Presentation (PDF)
Accounting Cash Management 2020 Virtual Fall Conference Bureau of State Accounting Operations Video (mp4) Presentation (PDF)
Accounting Federal Billing and Projects 2020 Virtual Fall Conference Bureau of State Accounting Operations Video (mp4) Presentation (PDF)
Accounting Revenue, Refunds and Financial Plan Implementation 2020 Virtual Fall Conference Bureau of State Accounting Operations Video (mp4) Presentation (PDF)
Financial Reporting GASB Changes to Financial Reporting Requirements for Certain NYS Contracts 2020 Virtual Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Video (mp4) Presentation (PDF)
Financial Reporting Implementing the GASB Changes - The Role of Agency Chief Financial Officers 2020 Virtual Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Video (mp4) Presentation (PDF)
Procurement Grants Best Practices 2020 Virtual Fall Conference Bureau of Contracts Video (mp4) Presentation (PDF)
Procurement Vendor Responsibility Basics 2020 Virtual Fall Conference Bureau of Contracts Video (mp4) Presentation (PDF)
Payroll Salary Determination Workshop Part 1 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Procurement Vendor Responsibility and Workers Compensation Requirments 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Payroll Salary Determination Workshop Part 2 2019 Fall Conference Bureau of State Payroll Services 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)
Systems Maximizing the Benefits of the Travel & Expense Report Builder 2019 Fall Conference Statewide Financial System Presentation (PDF)
Payroll Check Reversal (AC-230) Workshop 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF) Examples (PDF)
Systems Tips and Tricks to Better Manage Your Work Using SFS 2019 Fall Conference Statewide Financial System Presentation (PDF)
Payroll Additional Pay Adjustments 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF) Handout (PDF)
Systems Using SFS Analytics for Your Agency's Reporting and Data Needs 2019 Fall Conference Statewide Financial System Presentation (PDF)
Payroll Direct Deposit and Payroll Check Reissuance 2019 Fall Conference Bureau of State Payroll Services 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 Garnishments: The Income Execution Process 2019 Fall Conference Bureau of State Payroll Services 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)
Payroll Upgrade to 9.2 Update 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Expenditures Collaborating with Your Vendors 2019 Fall Conference Bureau of State Expenditures 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)
Payroll Salary Scenario Answers 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Procurement Grants Partnership to Success (GPS) To Yes! 2019 Fall Conference Bureau of Contracts Presentation (PDF)
Payroll Salary Scenarios 2019 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Accounting New York State Accounting Operations Bootcamp 2019 Fall Conference Bureau of State Accounting Operations 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 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 Is there a Procurement Opportunity? Best practices for advertising Single and Sole Source contracts 2018 Fall Conference Bureau of Contracts 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)
Expenditures Optimizing the Agency/Vendor Relationship 2018 Fall Conference Bureau of State Expenditures

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) 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) 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 Workers' Comp References

Workers' Comp Exercises

Workers' Comp Solutions
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)
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)
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…
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 Balance of Contract for SUNY Employees and Pay Equity for Institution Teachers 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Payroll Step 3 Grievances 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)
Accounting Reconciliations: Ledgers and Cash 2013 Fall Conference Bureau of Financial Reporting and Oil Spill Remediation Presentation (PDF)
Payroll The Certification Process and You 2013 Fall Conference Bureau of State Payroll Services Presentation (PDF)