PROCUREMENT TRAINING

(The following files are Microsoft Powerpoint, unless indicated otherwise.)

State Purchasing Forum - May 2009

• Keynote Address - Walter Simpson
  "Economy and Ecology: the Benefits of Green Purchasing" Walter Simpson, former Energy Officer and Director of the University of Buffalo Green Office.
  A presentation that looks behind the curtain to reveal the critically important environmental and social benefits of green purchasing and how to maximize them. By using our green $ purchasing power, we can really make a greener world. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Purchasing 101
  Discussion of commonly used procurement concepts such as purchasing thresholds, discretionary procurements and New York State Contract Reporter advertising. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Purchasing 102
  Continuation of Purchasing 101 with a more comprehensive explanation of the purchasing options available in procurement. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• New York State Finance Law
  Examination of the New York State Finance Law statutes which are directly related to State procurement and contract administration. View and download class materials:
  Powerpoint   |  Windows Media Player
  
  
• MWBE Utilization and the New York State Contract Reporter
  Description of New York State agency MWBE utilization requirements, guidance and best practice resources to establish goals and monitor contract compliance, and discussion of the MWBE directory and NYSCR advertising. View and download class materials:
  Discretionary Purchasing Guidelines (PDF)
  NYSCR Powerpoint MWBE Powerpoint
  
  
• Vendor Responsibility - Vendor Responsibility (VENDREP) System
  Best practices for what agencies can do to help vendors enroll, complete and certify a VendRep System questionnaire, as well as maximize agency use of VendRep in the vendor review process. View and download class materials:
  Powerpoint 
  
•  Discretionary Purchasing 
  Overview of discretionary purchasing and specific related requirements, such as the order of procurement, purchasing limits, practical examples and proper documentation.  View and download class materials:
  Discretionary Purchasing Guidelines (PDF)
  Powerpoint   |  Windows Media Player
  
• Preferred Sources
  Review of the Preferred Source guidelines and preferred source offerings. Representatives from the Preferred Sources describe many examples of their offerings. View and download class materials:
  OGS Powerpoint   |  Corcraft Powerpoint
  IBNYS Powerpoint   |  NYSID Powerpoint
  
• Ethics For Public Procurement
  The Public Employees Reform Act of 2007 re-examined and changed ethics laws and ethical requirements. Learn about changes such as acceptance of gifts, conflicts of interest, post-employment restrictions, political activities, outside employment, and restrictions on procurement lobbying. View and download class materials:
  Powerpoint
  
• RFP Basics
  What to do and what not to do when creating an effective Request for Proposal and the accompanying evaluation instrument. View and download class materials:
  Powerpoint
  
• Contract Administration
  Promote optimal contractor performance by managing a contract: promote desired contract performance during the bidding process, document contractor performance, hold contractors accountable, and conduct a responsibility hearing. View and download class materials:
  Handouts    |  Powerpoint   |  Windows Media Player
  
• Navigating the OGS Website
  Step-by-step instructions on how to find and use OGS contracts via the internet. If you struggle to find contract information on the OGS website, this is the class for you! View and download class materials:
  Powerpoint 
  
• Integrating Internal Controls in Contract Specifications
  Integrating internal control considerations in the contract development process to help facilitate the design of clear, complete, and verifiable specifications. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Executive Order No. 4 - State Green Procurement and Agency Sustainability Program
  Overview of the Order, progress to date, resources available, requirements of the affected entities, and future plans. Also, how to introduce "green" practices into your organization's operations and policies. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Reuse, Reduce and Recycle - A Purchasing Prospective
  Learn how you can "close the loop" to address the environmental aspects of reusing, reducing and recycling products when they have reached "end of life." View and download class materials:
  DEC 3 R's Powerpoint   |  DEC Challenge Powerpoint
  Windows Media Player
  
• Worker's Compensation
  Worker's Compensation and disability benefits requirements, including why it is necessary to obtain proof of these coverages prior to issuing government permits, licenses on contracts, how to perform this process correctly, and the liabilities for not doing it correctly. View and download class materials:
  Powerpoint   
  

State Purchasing Forum - May 2008

• Keynote Address - Scot Case, TerraChoice Environmental Marketing, Inc.
  Discussion of current responsible purchasing practices and future trends being implemented by state and local governments. Guidance to purchasing professionals in New York State who want to engage in environmentally responsible purchasing practices and avoid "Greenwashing." View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Purchasing 101
  Discussion of commonly used procurement concepts such as purchasing thresholds, discretionary procurements and NYS Contract Reporter advertising. View and download class materials:
  Powerpoint
  
• Purchasing 102
  Exploration of the purchasing options available in procurement such as backdrop contracts, multiple award contracts, single/sole source procurements, piggyback procurement and contracting vehicle options. View and download class materials:
  Powerpoint
  
• State Finance Law
  Examination of the New York State Finance Law statutes which are directly related to State procurement and contract administration. View and download class materials:
  Powerpoint
  
• MWBE Utilization and the New York State Contract Reporter
  Description of State agency MWBE utilization requirements, best practice resources to establish goals and monitor contract compliance, and discussion of the MWBE directory and NYSCR advertising. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Vendor Responsibility - Vendor Responsibility (VENDREP) System
  The VendRep System is available for use by vendors and State agencies. This session answers questions about the System's capabilities, current functionality, and upcoming enhancements. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Preferred Sources
  Review of the preferred source guidelines and preferred source offerings. Representatives from the Preferred Sources describe many examples of their offerings. View and download class materials:
  OGS Powerpoint   |  Corcraft Powerpoint
  IBNYS Powerpoint   |  NYSID Powerpoint
  
• Ethics For Public Procurement
  The Public Employees Reform Act of 2007 re-examined and changed ethics laws and ethical requirements. Learn about changes such as acceptance of gifts, conflicts of interest, post-employment restrictions, political activities, outside employment, and restrictions on procurement lobbying. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• RFP Basics
  What to do and what not to do when creating an effective Request for Proposal and the accompanying evaluation instrument. View and download class materials:
  Powerpoint   |  Windows Media Player
  
  
• Contract Administration
  Promote optimal contractor performance by managing a contract: promote desired contract performance during the bidding process, document contractor performance, hold contractors accountable, and conduct a responsibility hearing. View and download class materials:
  Powerpoint
  
• Navigating the OGS Website
  Step-by-step instructions on how to find and use OGS contracts via the internet. If you struggle to find contract information on the OGS website, this is the class for you! View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Internal Controls
  Learn internal control concepts that can make for a high performing organization. Often too much emphasis is placed on the wrong control components. Identify and implement the right controls to prevent past practices which have harmed organizations involved in fraud and scandals, from recurring. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Safe and Sustainable Practices
  How to integrate environmentally safe and sustainable values into your organization's policies, decisions and practices. It is not as hard as you think! View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Equipment Maintenance Program
  IInterested in saving your agency 25% on its contracted equipment maintenance service? OGS has a contract for an Equipment Maintenance Program that offers flexibility and savings. Find out about the features of the contract and learn how your agency can participate. View and download class materials:
  Powerpoint
  
• Combating Fraud in Public Procurement
  Learn how to foster competition and recognize signs of fraud and collusion - primarily allocation of customers and group boycotts - by businesses selling to public entities. View and download class materials:
  Powerpoint   |  Windows Media Player
  
• Electronics Recycling
  Options for recycling, regulatory requirements, how to choose a recycler, and other topics will be discussed. View and download class materials:
  Powerpoint