Invoicing History Details for Ron Wine Period: December 2009 thru May 2015 Subject to corrections. Last updated 6/10/15. DW Vendor Account/PO Invoice? Source Invoice Amt Date Notes Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P5007079 P0019562 P0019561 P0019561 P0019561 P0019561 P0019561 P0019561 Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown Unknown WSU1019 W5 U1020 WSUJ 021 W5U1022 W5U1023 025 WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $24,000.00 $36,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $1,517.03 12/22/2009 No Further Info (NFI) 1/12/2010 NH 2/18/2010 NH 3/12/2010 NH 4/12/2010 NH 5/27/2010 NH 6/9/2010 NH 7/14/2010 NH 3/19/2010 NH 9/15/2010 NH 10/7/2010 NH 11/3/2010 NH 12/7/2010 NH 1/12/2011 NH 2/10/2011 NH 3/8/2011 NH 4/26/2011 NH 4/26/2011 NH 5/2/2011 NFI 5/6/2011 NH 6/7/2011 NH 7/5/2011 NH 8/16/2011 WSU - INITIAI 9/12/2011 WSU - INITIAI 10/11/2011 WSU - 11/14/2011 WSU - INITIAI 12/6/2011 WSU - INITIAI 1/11/2012 WSU - INITIAI Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ran Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine P0019561 P0019561 P0019561 P0019561 P0019561 P0019561 P0019561 P0025871 P0025871 P0025871 P0025871 P0025871 P0025871 P0025871 P0025871 P0025871 P0025871 P0025871 P0025871 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 1034-001 W5 U1 027 W5 U1 028 029 WSU1031 W5 U1 032 WSU 1033 WSU 1034 WSU 1035 WSU1036 WSU1037 WSU1038 WSU 1039 WSU 1040 WSU 1041 WS 1042 WSU1043 WSU 1044 WSA RC1045 WSARC1046 WSARC1047 WSARC1048 WSARC1049 WSARC1050 WSARC1051 WSARC1052 WSA RC1053 WSARC1054 W5ARC1055 WSARC1056 WSARC1057 WSARC1058 WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI WSRI wsru WSRI WSRI wsau $4,432.92 $7,312.00 $7,312.00 $7,312.00 $7,312.00 $7,312.00 $7,312.00 $3,916.07 $8,916.67 $8,916.67 $8,916.67 $8,916.67 $0,916.67 $14,750.00 $14,750.00 $14,750.00 $14,750.00 $14,750.00 $14,750.00 $17,500.00 $17,500.00 $17,500.00 $19,000.00 $32,948.00 $24,500.00 $27,000.00 $32,500.00 $20,500.00 $31,000.00 $35,000.00 $33,250.00 $23,000.00 $22,500.00 1/11/2012 WSU - INITIAI 2/13/2012 WSU - M003 3/7/2012 WSU - M003 4/20/2012 WSU - M003 5/24/2012 WSU - M003 6/13/2012 WSU - M003 6/30/2012 WSU - M003 7/31/2012 WSU - INITIAL 9/1/2012 WSU - INITIAL 10/1/2012 WSU - INITIAL 10/31/2012 WSU - INITIAL 11/30/2012 WSU - INITIAL 12/31/2012 WSU - INITIAL 1/31/2013 WSU - MOD 2/28/2013 WSU - MOD 3/29/2013 WSU - M00 4/30/ 2013 WSU - M00 6/3/2013 WSU - MOD 7/1/2013 WSU - MOD 8/1/2013 NO CONTRACT DOCUMENTATION AVAILABLE 9/1/2013 NO CONTRACT DOCUMENTATION AVAILABLE 10/2/2013 NO CONTRACT DOCUMENTATION AVAILABLE 12/13/2013 NO CONTRACT DOCUMENTATION AVAILABLE 12/13/2013 NO CONTRACT DOCUMENTATION AVAILABLE 1/3/2014 N0 CONTRACT DOCUMENTATION AVAILABLE 2/13/2014 NO CONTRACT DOCUMENTATION AVAILABLE 3/3/2014 NO CONTRACT DOCUMENTATION AVAILABLE 4/2/2014 NO CONTRACT DOCUMENTATION AVAILABLE 5/5/2014 NO CONTRACT DOCUMENTATION AVAILABLE 6/2/2014 NO CONTRACT DOCUMENTATION AVAILABLE 7/7/2014 NO CONTRACT DOCUMENTATION AVAILABLE 8/11/2014 N0 CONTRACT DOCUMENTATION AVAILABLE 9/2/2014 N0 CONTRACT DOCUMENTATION AVAILABLE Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Run Wine Ron Wine Ron Wine Ron Wine Ran Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine Ron Wine 1034-001 1034-001 1034-001 1034-001 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034-006 1034 -006 WSARC1059 WSARC1060 WSARC1061 WSARC1062 WSARC1000 WSARC1001 WSARC1002 WSARC1003 WSARC1004 WSARC1005 WSARC1007 WSARC1008 WSARC1009 WSARC1010 WSARC1011 WSA RC1012 WSA RC1013 W5ARC1014 WSARC1015 WSARC 1016 WSARC1017 WSARC1018 WSARC1019 WSARC1020 WSA RC1021 WSA RC1022 WSARC1023 WSARC1024 WSARC1025 WSARC1026 WSARC1027 WSARC1028 WSARC1029 ARC ARC ARC ARC ARC ARC ARC ARC ARC NR ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC ARC $24,500.00 $23,500.00 $25,500.00 $26,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $36,750.00 $48,000.00 $52,500.00 $55,000.00 $57,250.00 $59,000.00 $61,750.00 $68,750.00 $37,000.00 $35,500.00 $36,250.00 $43,500.00 $44,750.00 $45,000.00 $30,000.00 $50,000.00 $60,000.00 $57,000.00 10/6/2014 NO CONTRACT DOCUMENTATION AVAILABLE 11/3/2014 NO CONTRACT DOCUMENTATION AVAILABLE 12/1/2014 NO CONTRACT DOCUMENTATION AVAILABLE 1/2/2015 NO CONTRACT DOCUMENTATION AVAILABLE 10/31/2011 Agreement 1034-006 11/30/2011 Agreement 1034-006 12/31/2012 Agreement 1034-006 1/31/2013 Agreement 1034-006 2/28/2013 Agreement 1034-006 3/29/2013 Agreement 1034-006 6/3/2013 Agreement 1034-006 7/1/2013 Agreement 1034-006 8/1/2013 Agreement 1034-006 9/1/2013 Agreement 1034-006 10/2/2013 Agreement 1034-006 11/15/2013 Agreement 1034-006 12/13/2013 Agreement 1034-006 1/3/2014 Agreement 1034-006 2/3/2014 Agreement 1034-006 3/3/2014 Agreement 1034-006 4/2/2014 Agreement 1034-006 5/5/2014 Agreement 1034-006 6/2/2014 Agreement 1034-006 7/7/2014 Agreement 1034-006 8/11/2014 Agreement 1034-006 9/2/2014 Agreement 1034-006 10/6/2014 Agreement 1034-006 11/3/2014 Agreement 1034-006 12/1/2014 Agreement 1034-006 1/2/2015 Agreement 1034-006 2/6/2015 Agreement 1034-006 3/5/2015 Agreement 1034-006 4/13/2015 Agreement 1034-006 Ron Wine 1034-006 WSARC1030 ARC $59,500.00 5/ 13/2015 Agreement 1034-006 $1,995,570.02 Funding History for Ron Wine Subject to corrections. Last updated 6/10/15. DW P5007079 P5007079 P5007079 P5007079 P5007079 P0019561 P0019562 Source Date WSRI WSRI WSRI WSRI WSRI WSRI WSRI 5/21/2010 8/13/2010 8/13/2010 2/9/2011 4/22/2011 6/9/2011 6/9/2011 Funded Amount $12,000.00 $36,000.00 $36,000.00 $36,000.00 $60,000.00 $36,000.00 $6,000.00 PO Cumul. $12,000.00 $84,000.00 $84,000.00 $120,000.00 $180,000.00 $36,000.00 $6,000.00 1034-006 ARC P0019561 WSRI P0025871 WSRI P0025871 WSRI 1034-006 ARC 1034-006 ARC 1034-006 ARC 1034-001 ARC 1034-001 ARC 7/1/2011 1/4/ 2012 9/7/2012 3/13/2013 7/1/2013 1/1/2015 1/1/2015 7/1/2013 3/5/2015 $400,000.00 $43,377.00 $53,500.02 $33,500.00 $400,000.00 $79,377.00 $53,500.02 $142,000.02 $600,000.00 $1,000,000.00 $200,000.00 $1,133,302.00 $1,133,302.00 $400,000.00 $400,000.00 $31,193.00 $431,193.00 *There are few formal documents with Ron Wine. The data has been assimilated from observations, assumptions, and verbal conversations. As such, it is subject to change based on new information. Ron Wine Vendor History Summary Period: December 2009 thru May 2015 Subject to carrections. Last updated 06/10/15. DW P00 Source Description Funded Expensed Balance P5007079 Services Rendered before 7/1/2011 $130,000 $174,000.00 $6,000.00 P0019561 WSRI contract for FY12 $79,877 $79,872.00 $5.00 P0019562 WSRI WSRI contract. No information. $6,000 $6,000.00 $0.00 P0025871 WSRI WSRI contract for FY13 $142,000 $142,000.02 $0.00 1034-001 ARC Previous contracts moved to ARC to separate from WSU. $461,198 $461,198.00 $0.00 1034-006 ARC Contract on WFD $1,138,802 $1,132,500.00 $6,302.00 Total $2,007,877 $1,995,570.02 $12,307.00 *There are few formal documents with Ron Wine. The data has been assimilated from observations, assumptions, and verbal conversations. As such, it is subject to change based on new information. View Document Page 1 of 4 WRIGHT STATE UNIVERSITY Need Help? Visit: .mighcedu/mc Xp View Document Order Date Trans Date Print Date Total 30 2011 Reason: Date: uestor: Research institute Adm State-Central Recelvl 1 OH 45435-0001 Wine 401 Halstead Circle 4 Number: 7-431-3621 7" #4 Issued 2011 to Increase nce 21651410 itant Services for order Is for all invoices and PurchInOrdu'Accom?ng Index Fund Orgn Acct Pray ActvILocn 1 lw I10 19000 21700071715040005 I IN 36,000.00 0/22/20 I 5 uucumem Page 2 01 4 [Intel or dISpleyed sequences: [36,000.09 Tax 0. 1 000. OlderAccoun Seq# FY Index Fund Orgn Acct Frog 5115:: Amount 1 10 190000 217000 717150 40005 In I 12,000.00 Total of displayed sequences: 12,000.00 Recluse #2 Issued 13 201 000.00 month and to extend the end date 1 order #2 000.00 Sane COAFY ndexlFund Orgn Acct Frog ActvILocn SusplArnount 1 11 [190000217000?1715040005 I IN I 36,000.00 Total of sequences: 36,0000 UL #3lssued Februa 9 201 EA extend the date June 30 2011 and I nce Revised order total 3 Is Order 11 oral ofd Purchase Order Com mod #4 Issued 22 2011 1 0/22/20 1 View Document Page 3 of 4 to Increase encumbrance Revised purchase order total Includan change #4 IS $100,000.00 Purchase out! Seq# 6071 FY Index Fund Oran Acct Frog Actv Locn Susp Amount 1 Iw 11 190000 217000 717150 40005 IN I 60,000.00 Total of displayed sequences: 60,000.00 1. 06 2009 Isltlon 1 2010 18 2010 un 07 2011 voice 12 2010 27 20 voice 09 2010 nvoice 14 2010 nvolce 15 20 0 2010 03 2010 nvoice 07 2010 nvolce 1 11 10 2011 08 1 26 2011 2011 23 2009 Disbursemen 106488 3 2010 eck 107356 Reconcilla 09 un 27 2011 186689 201 I r1 2010 eck Dlsbursernen 110368 IRecondlla 1 ed: 11 4 112158 I 28 2010 Dlsbursemen 115050 0 1 I 16 2010 Disbursemen 167879 201 29 2010 Dlsbursemen 171627 08 2010 72254 I lie 10 17 6 08 2010 175796 an 4 201 1 4 11 2011 178961 ar 09 180337 27 2011 183101 04 2011 183 Finance eFolder (24) I RELEASE: 8.5.0.4 ViewDoc 1 0122/20 1 5 new uucumcnl Page 4 at 4 2015 Ellucian Company LP. and It: af?liates. 10/22/2015 rm: Page I 01'2 Purchase Order Purchase Order Date I?D/Reference No. Revision No. Revision Date .A it? Jun 9, 2011 P0019561 2 Jan 4, 2012 - Buyer Information grist? Owner Name Melinda a_ Owner Email unwersny Owner Phone +1 (937) 775-5163 301 University .. .-. ll 5.240 Celene] Assigned Buyer Sandra Foster Glenn Hwy. Dayton, OH 45435-0001 Phone: (937)775- 2411 Fax: (937)775- 3711 Order acceptance Instructions: Wright State University requests acknowledgement of receipt of this P.O. The Terms and Conditions for this order are available on the Wright State University Purchasing website: All invoices must reference the purchase order number. Supplier Information Delivery Inl'ormatlon Supplier Name Ron Wine Consulting Group "elm"? Address Address 1401 Halstead Circle gum"t OH 45453 US Attn: Mellnda phone +1 (937) 431.3521 Building: Joshi Research Center Fax +1 (937) 775-3711 Roan? 230 Contract no value EeTtml gem? 0 one enn wy Bid/Contract No. no value Dayton: OH 45435_0001 Quote number United States Delivery Intormation Required Delivery Date Jun 30. 2012 Shipping Instructions Attachments for suppller RWCG STATEMENT (121:) Supplier Terms and Conditions Catalog Size Unlt Ext. Line No. Product Description No. Packaging Price Quantity Price 1 0? 2 LINE MODIFIED (see Purchase Order History below) Professional Service Agreement 1-1-2011 to 12?31- EA 36,000.00 1 EA 36,000.00 2011 USD 050 2 ?f 2 LINE ADDED Change EA 43,877.00 1 EA 43,577.00 Order USD 050 10/22/2015 FM Change #1 issued to increase P0019561 by $43,077.00 to make total of PO to equal $79,377.00 and to extend end date to June 30, 2012. rage or 2 Shipping, Handling and Tax charges are calculated and charged by each supplier. Total 79,377.00 USD Billing Information Billing Address Charge to PO Listed Above Wright State University Payment Terms 0. Net 30 Wright State F.O.B. Destination Mt?: Accounts Payable 3640 Colonel Glenn nghway 301 University Hall Dayton, OH 45435-0001 United States Phone Number (937)775-2984 Purchase Order Hlstory Line No. Oate/?l?ime User Action Field Name From To 2 4:16 PM Sandra Foster PO Line Added Change Order Requlsmon 26718656 1 9/2312011 9:35 Sandra Foster PO modi?ed Product Professional Service Professional Service AM Description Agreement 7-1-2011 to Agreement 1-1-2011 to 12-31-2011 12-31-2011 10/22/2015 Fax Page 1 of 1 mm Purchase Order WRIGHT STATE Purchase Order Date POIReference No. Revision No. UN) Jun 9, 2011 P0019562 0 - Buyer Information Owner Name Helinda a_ Owner Email Un'Vers'tV Owner Phone +1 (937) 775-5163 301 University .-. .-- II 3240 Colonel Assigned Buyer Sandra Foster Glenn Hwy. Dayton, OH 45435-0001 Phone: (937)775- 2411 Fax: (937)775- 3711 Order acceptance instructions: Wright State University requests acknowledgement of receipt of this P.O. The Terms and Conditions for this order are available on the Wright State University Purchasing website: All invoices must reference the purchase order number. Supplier Information Delivery Information Supplier Name Ron Wlne Consulting Group DBIWEW ?dds-ifs Address 1401 Haistead wright State [13mmI on 45453 us Attn: Melinda phone +1 (937) 431.3521 Building: Research Center Fax +1 (937) 775-3711 Room: 200 no value Central Recelvmg I Bid/Contract No. no value 3540 CO one HWY Dayton, OH 45435-0001 Quote number United States Delivery Information Required Delivery Date Shipping Instructions Supplier Terms and Conditions Catalog Size Unit Ext. Line No. Product Description No. Packaging Price Quantity Price 1 of 1 Professional Services Contract for June 1 - 30, 2011 EA 6,000.00 1 EA 6,000.00 USD USD Shipping, Handling and Tax charges are calculated and charged by each supplier. Total 6,000.00 USD Billing Information Billing Address Charge to PO Listed Above Wright State University Payment Terms 0, Net 30 Wright State Rog Desanatlon Attn: Accounts Payable 3640 Colonel Glenn Highway 301 University Hall Dayton, OH 45435-0001 United States Phone Number (937)775-2904 583 00 1 0/22/20! 5