From smauck at osrhe.edu Tue May 1 09:02:19 2012 From: smauck at osrhe.edu (Mauck, Sheri) Date: Tue, 01 May 2012 09:02:19 -0500 Subject: [Cobo] COBO Meeting, Thursday May 3, 2012 Message-ID: Here is a tentative agenda for this Thursday's meeting of the Council of Business Officers. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: AGE00512.doc Type: application/msword Size: 41472 bytes Desc: AGE00512.doc URL: From terri at ou.edu Wed May 16 08:31:33 2012 From: terri at ou.edu (Pinkston, Terri B.) Date: Wed, 16 May 2012 13:31:33 +0000 Subject: [Cobo] FW: Higher ed conversion to state vendor file Message-ID: <00F031C7D0721F4D96E2014F0B5C63CAF4D82BBF@it-monad.sooner.net.ou.edu> All - please see below from Lisa. Thanks, Terri From: Lisa McKeithan [mailto:Lisa.McKeithan at osf.ok.gov] Sent: Tuesday, May 15, 2012 1:47 PM To: Pinkston, Terri B. Subject: Higher ed conversion to state vendor file We would like to schedule a meeting next Wednesday morning to provide an update on the higher ed vendor file conversion process. We know everyone is working hard and we are taking some additional steps to clean up our vendor file and remove vendors with duplicate TINs. We would like to meet at 8:30am next Wednesday morning (May 23rd). I know that's early (sorry) but we are having a difficult time getting schedules arranged in our office so everyone can be in attendance. We will also provide a conference line so agencies can participate remotely. Will you please pass this along to all the agencies? The dial-in information is: 405-521-4496 Passcode: 974808# Those who can attend in person are welcome to come to our office at 3115 N Lincoln Blvd. I have reserved the same conference room we used last time. -------------- next part -------------- An HTML attachment was scrubbed... URL: From Lisa.McKeithan at osf.ok.gov Wed May 23 07:05:28 2012 From: Lisa.McKeithan at osf.ok.gov (Lisa McKeithan) Date: Wed, 23 May 2012 07:05:28 -0500 Subject: [Cobo] Higher ed conversion to state vendor file In-Reply-To: <00F031C7D0721F4D96E2014F0B5C63CAF4D82BBF@it-monad.sooner.net.ou.edu> References: <00F031C7D0721F4D96E2014F0B5C63CAF4D82BBF@it-monad.sooner.net.ou.edu> Message-ID: <55E90D71FAB0C147A9637FA59A462326F5E6F38692@EXCH01.agency.OK.local> I have attached a brief agenda for this morning's meeting. From: Pinkston, Terri B. [mailto:terri at ou.edu] Sent: Wednesday, May 16, 2012 8:32 AM To: cobo at onenet.net Cc: Forthman, Julie K.; Strout, Susan S.; Lisa McKeithan; mmanley at osrhe.edu Subject: FW: Higher ed conversion to state vendor file All - please see below from Lisa. Thanks, Terri From: Lisa McKeithan [mailto:Lisa.McKeithan at osf.ok.gov] Sent: Tuesday, May 15, 2012 1:47 PM To: Pinkston, Terri B. Subject: Higher ed conversion to state vendor file We would like to schedule a meeting next Wednesday morning to provide an update on the higher ed vendor file conversion process. We know everyone is working hard and we are taking some additional steps to clean up our vendor file and remove vendors with duplicate TINs. We would like to meet at 8:30am next Wednesday morning (May 23rd). I know that's early (sorry) but we are having a difficult time getting schedules arranged in our office so everyone can be in attendance. We will also provide a conference line so agencies can participate remotely. Will you please pass this along to all the agencies? The dial-in information is: 405-521-4496 Passcode: 974808# Those who can attend in person are welcome to come to our office at 3115 N Lincoln Blvd. I have reserved the same conference room we used last time. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Higher Ed Vendor File Update Meeting 052312.docx Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document Size: 14855 bytes Desc: Higher Ed Vendor File Update Meeting 052312.docx URL: From smauck at osrhe.edu Wed May 23 09:22:59 2012 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 23 May 2012 09:22:59 -0500 Subject: [Cobo] FW: FW: Notes from workgroup meeting In-Reply-To: References: Message-ID: PLEASE FIND IMPORTANT INFORMATION REGARDING IMPLEMENTATION OF THE CONVERSION TO THE STATE'S ELECTRONIC VENDOR PROCESS. PLEASE SHARE INTERNALLY WITH THE APPROPRIATE PERSONS ON YOUR CAMPUSES TO INCLUDE YOUR IT FOLKS. THANKS! From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of Pinkston, Terri B. Sent: Monday, April 02, 2012 5:24 PM To: cobo at onenet.net Cc: Steve Wilson; Mauck, Sheri; julie.dvorak at osf.ok.gov; Lisa McKeithan Subject: [Cobo] FW: Notes from workgroup meeting All, The attached documents are a result of meetings between Office of State Finance (OSF) personnel and the Vendor Working Group. You will recall the Vendor Working Group was established during one of our regular Council of Business Officer's meetings a few months ago to work with OSF regarding upcoming changes associated with HB1086. The discussions between the working group and OSF personnel were very productive. Here are descriptions of the files attached: 1) Vendor export (0152) - this can be used by the agencies that want to download vendor information. The format is changing effective April 1. 2) Higher ed upload file layout (0243) - the layout has not changed since last fall when we added the email address and DUNS number. However, we will now accept vendor types of student and confidential. See the notes document for more information. 3) Electronic Payment Exemption Request Form 4) OFMA presentation by OST and OSF 5) Standards for vendor abbreviations 6) Meeting notes from the most recent Vendor Working Group meeting with OSF If you have questions about any of the attached documents, please contact Lisa McKeithan at OSF. Thanks to all who participated in this effort! The University of Oklahoma Home of the Sooners Terri B. Pinkston, CPA University of Oklahoma Controller 660 Parrington Oval, Room 301 Norman, OK 73019 terri at ou.edu tel: (405)325-3021 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: OCP_0152_PO Vendor File Int Doc - April 2012.doc Type: application/msword Size: 145920 bytes Desc: OCP_0152_PO Vendor File Int Doc - April 2012.doc URL: -------------- next part -------------- A non-text attachment was scrubbed... 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Name: Electronic Payment Exemption Request Form.pptx Type: application/vnd.openxmlformats-officedocument.presentationml.presentation Size: 475279 bytes Desc: Electronic Payment Exemption Request Form.pptx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Higher Ed - Meeting Notes - 20120308 revised.docx Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document Size: 17371 bytes Desc: Higher Ed - Meeting Notes - 20120308 revised.docx URL: -------------- next part -------------- An embedded and charset-unspecified text was scrubbed... Name: ATT360319.txt URL: From smauck at osrhe.edu Wed May 23 12:07:45 2012 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 23 May 2012 12:07:45 -0500 Subject: [Cobo] FW: Budget Packets In-Reply-To: References: Message-ID: We anticipate that the budget packets will be available for pick up Friday around noon. Please coordinate with your Presidents on who will be picking up your information. If you don't want to drive to OKC to pick it up, we will mail the packet to the President's address through regular mail and email your allocation detail summary sheet on Friday afternoon. Please email me with a request to mail your packet (to the President's address) should you not be making the drive to pick it up. Any packets not picked up by 5:00 pm will be mailed out through regular mail. Please carefully review all sheets and instructions in the packet as it provides useful information on helping with the budget process. Also, remember the due date for all budget items is WEDNESDAY, June 6, 2012. -------------- next part -------------- An HTML attachment was scrubbed... URL: From Lisa.McKeithan at osf.ok.gov Thu May 24 09:07:00 2012 From: Lisa.McKeithan at osf.ok.gov (Lisa McKeithan) Date: Thu, 24 May 2012 09:07:00 -0500 Subject: [Cobo] Vendor Interface Meeting - follow-up Message-ID: <55E90D71FAB0C147A9637FA59A462326F5E6F84FAF@EXCH01.agency.OK.local> Thanks to each of you who participated in the phone call yesterday. Here are the items that I needed to distribute. 1. The 'Move CORE Vendor File' attachment has the instructions for setting up the secure transfer to/from OSF. a. You need this in order to retrieve the VENDOR.FILE for comparison. b. You will also need it to send/receive files using the secure method. At this time, this is not required but you should be moving in this direction. c. My understanding is that you will have separate userids for the common VENDOR.FILE access and the nightly vendor interface files. 2. Foreign vendor look-up - there are several lists that should be used to validate foreign vendors a. Fraud website: http://exclusions.oig.hhs.gov/ b. Excluded Parties (EPLS) website: https://www.epls.gov/ c. Vendor Sanctions (2 websites): http://www.ustreas.gov/offices/enforcement/ofac/sdn/sdnlist.txt and http://www.state.gov/j/ct/rls/other/des/123085.htm d. Foreign vendor address formatting: http://bitboost.com/ref/international-address-formats.html 3. Standard abbreviations for vendor names - see attachment 'Vendor Abbreviations'. I am working on the list of errors from the nightly vendor interface and hope to have that early next week. I will also setup the weekly conference call for next week. If you have not sent me updated contact information, please do so. Lisa McKeithan Office of State Finance Information Services Division Lisa.mckeithan at osf.ok.gov 405.521.3772 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Move CORE Vendor File.pdf Type: application/pdf Size: 300859 bytes Desc: Move CORE Vendor File.pdf URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Vendor Abbreviations.xls Type: application/vnd.ms-excel Size: 39936 bytes Desc: Vendor Abbreviations.xls URL: From smauck at osrhe.edu Tue May 29 14:22:44 2012 From: smauck at osrhe.edu (Mauck, Sheri) Date: Tue, 29 May 2012 14:22:44 -0500 Subject: [Cobo] FW: CNG vehicle initiative - all public organizations welcome Message-ID: From: Paliotta, Amanda Sent: Tuesday, May 29, 2012 2:21 PM To: Mauck, Sheri Subject: FW: CNG vehicle intative - all public organizations welcome Sheri - Please forward this communication to the Business Officers. Thank you. ________________________________ From: Scott Schlotthauer [mailto:Scott_Schlotthauer at dcs.state.ok.us] Sent: Tuesday, May 29, 2012 1:50 PM To: Paliotta, Amanda Subject: FW: CNG vehicle intative - all public organizations welcome Hi Amanda - could you please forward this information to all State Higher Educational entities? I received confirmation from Sharon at OSU already. I do not have contacts for many of the other regional institutions. From: Scott Schlotthauer Sent: Tuesday, May 29, 2012 12:06 PM To: 'dsmith111 at uco.edu'; 'Trent.Gibson at sde.state.ok.us'; Millsap, Byron B.; (sharon.toy at okstate.edu); 'Hanke, Liza'; 'Yvonne Anderson - ACOG'; 'fdartis at tulsacc.edu'; 'mwebber at incog.org'; 'dbrown at pikepass.com' Cc: Preston Doerflinger; 'Carol.McFarland at osf.ok.gov'; 'Katie Altshuler'; Michael Ming; Jay Albert; 'Andrew Silvestri'; DCS Central Purchasing; Terry Zuniga; Peggy Beaty Subject: CNG vehicle intative - all public organizations welcome Governor Fallin unveiled an initiative to increase the use of Natural Gas vehicles (NGV) as a part of her state wide energy plan last fall. Natural Gas is a clean, affordable and domestic fuel. The State of Oklahoma initiated a Memorandum of Understanding (MOU) with the State of Colorado and we are gaining significant momentum in our pursuit of a multistate contract for NGV's. The purpose of the MOU is to appeal to the auto industry to manufacture an affordable and functional NGV available to the general public. Since Oklahoma and Colorado signed last November, 11 additional states have join the initiative. Oklahoma will be the lead state in a 13 state request for proposal (RFP) in which we will go to market to fulfill the MOU. Please see the attached MOU. I am sending you this note today asking you to participate in this important initiative for our State. Attached, you will find a timeline that contains all the key dates for this project. We are currently evaluating the level of commitment state agencies and local governments can contribute to this effort and in the coming weeks will be developing an RFP based on the input we receive. In an effort to maximize this opportunity, I am requesting any public organization in the state interested in purchasing CNG vehicles to notify me on a voluntary basis. We are aggregating demand, along with 12 other states, in order to leverage the best value for each user. As a start we would like to understand what types of vehicles you would be interested in purchasing, and how many you would purchase given the right proposal. Communicating the type or number of vehicles your organization would like to purchase is not a commitment to purchase. Your numbers, aggregated with many others, will simply help to communicate market demand to our US auto manufacturers. It will also demonstrate the size of the prize that can be captured with the right supplier proposal. The States designated contracting officer for this project is Laura Bybee. Laura's contact information; 405-522-1037, laura_bybee at dcs.state.ok.us If you have any questions about the RFP or contracting you may contact Laura. The State of Oklahoma Central Fleet group will be aggregating data for statewide purchases. Please send information on the type of CNG vehicles you would like to purchase and the number of units to Peggy Beaty. Peggy is the administrator of the Alternative Fuel and Grant Mgmt Program for the State. You may send your information via email to; peggy_beaty at dcs.state.ok.us. Please provide your information in the attached excel template. If you do not have excel software on your computer you may call Peggy at 405-521-2206 ext 233. You may participate by simply sending your information to Peggy. Providing information in no way obligates your organization. Acting together I am confident we can move the market and finally break out the auto availability-fueling infrastructure paradox. Best regards, Scott Schlotthauer State of Oklahoma State Purchasing Director 405-521-2115 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... 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Trying to get the word out to as many places as I can other than in newspapers. David N. Koehn, MBA, CPA Vice President for Business and Finance Northeastern State University 918-458-2030 koehn at nsuok.edu NSU will observe a 4-day work week, M - TH, May 21, 2012 through August 3, 2012. This electronic mail transmission (EMT) and any attached documents may contain confidential and privileged information. Such information is intended solely for the use of the individual(s) to whom this EMT was intended to be sent. Any printing, disclosure, reproduction, distribution or taking of action based on the information herin by other than the intended recipients(s) is strictly prohibited. If you believe you have received this EMT in error, please notify me, the sender, by telephone or via return email and delete this message from your system. -------------- next part -------------- An HTML attachment was scrubbed... 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