1 These communication do not include the following:
A statements made by a person publicly in a public forum. However, communications made in a public forum, if made privately, must be reported;
B statements regarding matters of procedure and practice, such as format, the number of copies required, the manner of filing, and the status of a matter; and
C statements made by a
State employee to:
i the State employee's Agency Head;
ii other employees of that agency;
iii employees of the Executive Ethics Commission, including the CPO-GS, SPOs, PCMs and other CPO-GS staff; or
iv an employee of another
State agency who, through the communication, is either:
* exercising his or her experience or expertise in the subject matter of the particular procurement in the normal course of business, for official purposes, and at the initiation of the purchasing agency or the appropriate SPO; or
* exercising oversight, supervisory, or management authority over the procurement in the normal course of business and as part of official responsibilities;
D unsolicited communications providing general information about products, services, or industry best practices before those products or services become involved in a procurement matter;
E communications received in response to procurement solicitations, including, but not limited to,
vendor responses to a:
i RFI;
ii RFP;
iii Request for Qualifications;
iv IFB;
v small purchase, sole source, or emergency solicitation; or
vi questions or answers posted to the Illinois Procurement Bulletin to supplement the procurement action, provided that the communications are made in accordance with instructions contained in the procurement solicitation, procedures, or guidelines;
D communications that are privileged, protected, or confidential under law; and
E communications that are part of a formal procurement process as set out by statute, rule, or the
solicitation, guidelines, or procedures, including, but not limited to:
i the posting of procurement opportunities;
ii the process for approving a procurement business case or its equivalent;
iii fiscal approval;
iv submission of bids;
v the finalization of contract terms and conditions with an awardee or apparent awardee; and
vi any other similar formal procurement process.
