SBS-APEX: CMS - Recordkeeping & Reporting Essentials for M/WBEs,11/20/2025

Every day, the government buys billions of dollars' worth of goods and services from businesses. In an ongoing effort to assist businesses interested in selling to the government, the New York City Department of Small Business Services APEX Accelerator offers this six-part Contract Management series.

During this webinar, we will review the recordkeeping and reporting requirements for Contractors doing business with the City of New York. Contractors are required to retain all books, records, and documents created in the regular course of business for a period of six years after the receipt of their last payment. We will discuss the requirements for recordkeeping, the documents that need to be maintained and best practices for keeping this information. We will also talk about reporting requirements and review the process for preparing and submitting invoices, processing payment requisitions, and change orders.

You Will Learn:

• The requirements for maintaining books, records, and files on New York City contracts
• How to prepare and submit invoices
• How to prepare a payment requisition package
• How to request and make changes on contracts by processing a change order

Register today!

Don’t have a registered business yet?

The NYC SBS offers free business courses to guide NYC entrepreneurs as they start, operate, and grow their businesses. Courses are available on core topics in entrepreneurship, including business planning, financing, and marketing, and are accessible in multiple languages, including Spanish, Chinese, and Russian.

View upcoming live, online courses, hosted by our Business Solution Centers (BSC) which are available through registration on Eventbrite.

Webinar Registration Information

In order to receive a link to join the webinar, your registration form must be fully completed.

A Zoom Registration Link will be distributed prior to the webinar for successful registrations.

If there are any problems with your registration, or you do not receive a link, please contact us directly at apexaccelerator@sbs.nyc.gov.

Reminder

All webinar attendees are required to be registered individually for this workshop.

Multiple tickets may be selected per order; there is a checkbox that will allow company information to be applied to all attendees. Simply update the name, job title, and email address per each attendee.

We invite you to check the NYC Department of Small Business Services Eventbrite page for information on upcoming webinars in our Contract Management Series.

• Contract Award Process
• Prime and Subcontractor Relationships
• Contract Management and Performance Evaluations
• H R Management
• Project Management for Professional Services