Class Descriptions
NEW: The Procure to Pay (P2P) Process
The OGS Business Services Center (BSC) is continuing its efforts to increase efficiencies, lower costs and support agencies utilizing the P2P process. In this session, we will review recommended best practices for ensuring successful and timely processing of your requisitions, purchase orders, receiving, invoices and vouchers.
Presenters:
Philip Reed, NYS OGS Business Services Center
Angela Murray, NYS OGS Business Services Center
Patrick Richtmeyer, NYS OGS Business Services Center
Francine Marzinsky, NYS OGS Business Services Center
Recommended Audience: State Agencies
Purchasing in New York State 101
This introductory course will help those new to state government procurement and those looking for a refresher. Learn about the procurement methods available to state agencies and when to use them. This includes Preferred Sources, centralized contracts, and agency contracts. You will also get information about discretionary purchases for items or services valued at $500,000 or less from NYS small businesses, MWBEs, SDVOBs, sellers of recycled/remanufactured products, and $200,000 or less for NYS food products.
Presenters:
Jennifer Stafford, NYS OGS Procurement Services
Allison White, NYS OGS Procurement Services
Recommended Audience: State Agencies
Having trouble watching the video on YouTube? Use this link: Purchasing in New York State 101
Ethics for Procurement Officials
Experience an overview of the New York State Public Officers Law and how it applies to you. Learn about your responsibilities in procurement activities and the State’s system for ethics, risk and compliance for agencies and authorities.
Presenters:
Michele Reale, NYS OGS Legal
Jessica Silver, State Office of the Inspector General
Recommended Audience: State Agencies
PBITS, HBITS, and Umbrella Contracts: The Contract Trifecta for Optimizing Your IT Service Procurements
Learn the most efficient way to procure IT Services using Project-Based IT Services (PBITS), Hourly Based IT Services (HBITS), and the Umbrella Manufacturer and Distributor contracts.
Presenters:
Steven Charles, NYS OGS Procurement Services
Sean McManus, NYS OGS Procurement Services
Todd Kayser, NYS OGS Procurement Services
Lydia Chan, NYS OGS Procurement Services
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: 2022 PBITS, HBITS, & Umbrella Contracts, The Contract Trifecta for Optimizing Your ITS Procurements
MWBE Goal Setting Demystified
Learn how to increase MWBE participation goals as you follow the procurement process. An expert panel will cover not only what this goal means for you, but how to meet it.
Presenters:
Michele June, Empire State Development
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: 2022 NYS MWBE Program Goal Setting Basics
NEW: Contract Management
What happens after the solicitation is over and the contract is approved? Contract management is a key and time-consuming part of the overall contract life cycle. Whether it’s contract assignments, price changes, or holding the vendor accountable, contract management activities ensure the contract continues to work for the program and the organization. OGS experts will share some contract management activities and other strategies for effectively overseeing contracts after they have been awarded.
Presenters:
Danielle Hayes, NYS OGS Procurement Services
Ruth Quezada, NYS OGS Procurement Services
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: Contract Management
Procurement Records: Why They're Important & How to Create Them
Learn everything there is to know about procurement records from our experts including who is responsible for developing them, why you need them, and how they should be used.
Presenters:
Jim Jasiewicz, NYS OGS Procurement Services
Bryant Kirk, NYS OGS Procurement Services
Recommended Audience: All
Additional Procurement Records documents:
NEW: Successful Procurements through Effective Scope Writing
A clear and comprehensive scope of work allows potential vendors to understand specifically what you want to procure so that your organization can fulfill your mission and get what they need. This course will teach you how to develop and write a strong scope of work that will help get you the best value, reduce your risk, and ensure that your solicitation meets the form, function and utility you need.
Presenters:
Erin Boyce, NYS OGS Procurement Services
Shannon Prica-Kast, NYS OGS Procurement Services
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: Successful Procurements through Effective Scope Writing
Intro to Local Government Procurement
This session will cover the basics of competitive bidding and municipal purchasing required by General Municipal Law. Participants will learn the obligations associated with procurement as well as the patterns and pitfalls of local government contracting.
Presenters:
Karen Storm, Albany County
Recommended Audience: Local
NEW: Time Management for the Procurement Professional
Purchasing professionals working in public sector organizations have many responsibilities, including but not limited to the coordination of procurement objectives, the development and maintenance of relationships with suppliers, and ensuring that purchasing initiatives generate the greatest value for the buying organization. Time management skills are essential. Participants will learn about: (1) Recognizing personal strengths and weaknesses in how they manage their time, (2) Better organizing themselves and their workspace for better efficiency, (3) Taking control of their time and making improvements to their work habits, (4) Setting goals and learning proper planning steps and methods and (5) Identifying time bandits, assessing priorities, and handling time-related stress.
Presenters:
Paul Brennan, Rockland County
Recommended Audience: All
NYS Public Schools and BOCES Purchasing
This class will cover BOCES structure and role as it relates to purchasing for a municipality and the nuts and bolts of the purchasing process for school districts, such as the nature of the purchasing function; procurement objectives; formal bidding and the elements of a bid; prevailing wage; exceptions to competitive bidding; and real issues we face every day for beginner to intermediate.
Presenters:
John Flynn, Liverpool CSD, SAMPO
Recommended Audience: Local
NEW: Delivering an Effective Debriefing
The best debriefing is a two-way communication with unsuccessful bidders. Review the rules and learn strategies for a debriefing that will show vendors how to improve their next bid response.
Presenters:
John Normile, NYS OGS Procurement Services
Seth Johnson, NYS OGS Procurement Services
Brett Bush, NYS OGS Legal Services
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: Delivering an Effective Debriefing
Best Practices for Contracting with Service-Disabled Veteran-Owned Businesses
Learn more about the NYS Service-Disabled Veteran-Owned Business Program and how to meet the State's contracting goals. You will learn how to find certified businesses and best practices for working with these companies.
Presenters:
Anthony Tomaselli, NYS OGS Division of Service-Disabled Veterans' Business Development
Dan Daley, NYS OGS Division of Service-Disabled Veterans' Business Development
Recommended Audience: All
Go Green! Sustainable Procurement Using OGS Contracts
Learn about the latest green purchasing options available through OGS contracts including green cleaning products, recycled copy paper, EPEAT computers, electric vehicles (EVs), EV charging stations and more.
Presenters:
Todd Gardner, NYS OGS Procurement Services
Heidi Langley, NYS OGS Procurement Services
Emily Rubenstein, NYS OGS Deputy Commissioner for Resiliency and Sustainability
Brendan Woodruff, NYS Department of Environmental Conservation Director of Sustainability
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: Go Green! Sustainable Procurement Using OGS Contracts
NEW: Effective Terms and Conditions for the Digital Age
More and more products and services have a technology component built into them, so it's important to protect your organization with the appropriate terms and conditions. This course provides an overview of what cloud offerings are and key points to consider in preparing terms and conditions for cloud solicitations.
Presenters:
Jordan Flores, NYS OGS Procurement Services
Jessica LaFlamme, NYS OGS Procurement Services
Hannah Schmidt, NYS OGS Procurement Services
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: Effective Terms & Conditions for the Digital Age
Insurance Requirements: Understanding the Terminology
This class includes panelists from the OGS Bureau of Risk & Insurance Management, the New York State Workers' Compensation Board and Arthur J Gallagher who will provide a basic understanding of insurance terms, what to look for on a certificate of insurance from your contractors, and how it impacts your contracting process. Our focus will be on Commercial General Liability, Automobile Liability, Workers’ Compensation and Disability Coverage. Please bring any questions for the Q & A.
Presenters:
Leighann Brown, NYS OGS Bureau of Risk Insurance Management
Leeann Nopper, NYS OGS Bureau of Risk Insurance Management
Walter Peretti, NYS Workers' Compensation Board
Paul Hennessey, Arthur J Gallagher
Recommended Audience: All
Preferred Sources Buying Strategies
Learn how to buy goods and services from NYS Correctional Industries (Corcraft), the New York State Preferred Source Program for People who are Blind (NYSPSP) and the New York State Industries for the Disabled (NYSID). You will leave this session knowing what the rules are and how to apply them.
Presenters:
Sean Hume, NYS OGS Procurement Services
Sarah Crossman, NYS OGS Procurement Services
Recommended Audience: All
NEW: The Supplier Practitioner Connection – Adding Value to Procurement
Explore how procurement pros can benefit from supplier feedback and market expertise to make their contract solicitations – and by extension – their departments more successful.
Presenters:
David Wetzel, National Institute of Government Procurement (NIGP) Business Council
Dr. Kim Abrego, National Institute of Government Procurement (NIGP) Business Council
Paul J. Murray, NYS Office of Mental Health - Bureau of Procurement Enterprise Services
John A. Flynn Jr., Liverpool Central School District (NY)
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: The Supplier Practitioner Connection - Adding Value to Procurement
NEW: Public Sector Negotiation Skills and Practices 101
Negotiating is one more tool for the contract manager's or purchasing officer's toolbox. Leave this session understanding who in your organization can negotiate, what can be negotiated, when it's appropriate to negotiate, how to negotiate effectively and ethically, and why it's so important to leverage this skillset.
Presenters:
Ronald King, National Institute of Government Procurement (NIGP)
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: Public Sector Negotiation Skills & Practices 101
Open Forum: Q & A for NY State Government Attendees with Sean Carroll – OGS Chief Procurement Officer
Don't miss this opportunity to meet with OGS CPO Sean Carroll. He wants to hear from you. Tell us what OGS Procurement Services is doing right. Share what we can do better, what kind of training you need, what new things we should have on contract, and any other comments or concerns. The floor is yours!
Presenters:
Sean Carroll, NYS OGS Procurement Services
JP Behrle, NYS OGS Procurement Services
Jill McCabe, NYS OGS Procurement Services
Wendy Reitzel, NYS OGS Procurement Services
Recommended Audience: State Agencies
Open Forum: Q & A for Local government, Educational & Other Attendees with Sean Carroll – OGS Chief Procurement Officer
Don't miss this opportunity to meet with OGS CPO Sean Carroll. He wants to hear from you. Tell us what OGS Procurement Services is doing right. Share what can we do better, what kind of training you need, what new things we should have on contract, and any other comments or concerns. The floor is yours!
Presenters:
Sean Carroll, NYS OGS Procurement Services
JP Behrle, NYS OGS Procurement Services
Recommended Audience: Local
NEW: Procurement During a Time of Crisis
Managing procurement during a crisis can be maddening, frustrating, aggravating and out right mind-blowing. This session will explore the reasons for the current supply chain crisis and offer strategic responses to help manage the procurement function during these turbulent times.
Presenters:
Paul Brennan, Rockland County
Recommended Audience: Local
NEW: How Your Contract Can Meet School and Vendor Responsibilities for Protecting Student Information
Does your school district use online educational technology? Does it provide student information to occupational therapists or community-based social service agencies? State and federal laws place obligations on both schools and their vendors to secure student information from unauthorized disclosure (e.g., Education Law 2-d, FERPA, COPPA). Learn how to meet these obligations through appropriate contract provisions.
Presenters:
Amanda Palmer, BOCES
David Pellow, BOCES
Recommended Audience: Local
Procurement Rules for Local Governments and School Districts
Overview of the exceptions to competitive bidding under General Municipal Law, Section 103, including professional services, emergency contracts, and “piggybacking” on certain other governmental contracts, as well as a discussion of contracts below the statutory dollar threshold.
Presenters:
Mark Stevens, Office of the New York State Comptroller Municipal Affairs
Ryan Perry, Office of the New York State Comptroller Municipal Affairs
Recommended Audience: Local
A Guide to RFPs for Procurement Professionals
This session will provide an overview of the Request for Proposal (RFP) process. The presentation will discuss laws, requirements, and basic concepts for RFP procurements. This introductory class is designed for new procurement professionals.
Presenters:
Jamie Nusbaum, NYS OGS Procurement Services
Julie Carlson, NYS OGS Procurement Services
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: A Guide to RFPs for Procurement Professionals
NEW: Using GSA's etools for Effective Market Research
Your Customer Service Director will demonstrate quick, time-saving product/service search tips while navigating GSA platforms. Learn how to access the Acquisition Planning Packages to prepare your acquisition package and the Market Research Report (MRAS) which streamlines the RFI process and consolidates the results into one report with visuals.
Presenters:
Debbie Paralemos, General Services Administration
Recommended Audience: All
Use of National Cooperative Contracts
When a Preferred Source or OGS centralized contract does not meet your “form, function, and utility” or you don’t have a contract of your own, municipalities do have other options. Municipal representatives will share best practices on where to find these agreements and how to adopt them.
Presenters:
Don Greene, NYS OGS Procurement Services
Karen Storm, Albany County
Recommended Audience: All
NEW: Speed Up Your IT Procurement with COMeT
Learn how to purchase off of the IT Umbrella Manufacturer contract using COMeT, the Centralized Online Management for eProcurement Tool. COMeT is a new tool designed to make the Request for Quote (RFQ) process easier than ever before. Learn how to utilize the COMeT system when drafting, releasing, and awarding RFQs. This class is intended for anyone who purchases off the IT Umbrella Manufacturer contract.
Presenters:
Josh Sack, NYS OGS Procurement Services
Alexis Bredenko, NYS OGS Procurement Services
Recommended Audience: All
Having trouble watching the video on YouTube? Use this link: 2022 Speed up your IT Procurement with COMeT