JANUARY 2012
PROCUREMENT COMMUNICATIONS REPORT
OAG employees must document all written and oral communications they receive that impart or request material information or make a material argument regarding potential action concerning a procurement matter, including but not limited to an application, a contract, or a project. This requirement does not apply to communications regarding the administration and implementation of an existing contract, except communications regarding change orders or the renewal or extension of a contract.
|
Name and Title OAG Employee |
Date/time of contact |
Name and title of person making contact and name of company they represent |
Registered Lobbyist? |
Name and title of each additional participant to the communication |
Method of contact (oral by phone, oral in person, or in writing). If by phone, list each person's phone number. If in person, list location of meeting. |
Approximate duration of communication. |
Provide a detailed summary of the points made by each person involved in the communication, including any action requested or recommendation made, and the substance of your response. |
|
Paul Usherwood, Contract Manager |
01-03-2012, 9:30 am |
Andy Lascody, Partner Nick Appelbaum, Partner Both with Sikich LLP |
No
No |
None
None |
Via written email |
1 minute |
Requested firm to determine and submit revised Phase II contract timetable dates for the DHS financial statement audit in order to prepare contract amendment. |
|
Paul Usherwood, Contract Manager |
01-03-2012, 10:20 am |
Linda Abernethy, Partner McGladrey & Pullen LLP |
No |
None |
Via written email |
1 minute |
Requested firm to determine and submit revised Phase II contract timetable dates for the Office of the Treasurer engagements in order to prepare contract amendment. |
|
Paul Usherwood, Contract Manager |
01-03-2012, 10:55 am |
Linda Abernethy, Partner McGladrey & Pullen LLP |
No |
None |
Via written email |
1 minute |
Suggested amending final report and end of fieldwork date for the Illinois Funds engagement contract timetable to 01-20-2012. |
|
Paul Usherwood, Contract Manager |
01-03-2012, 11:45 am |
Linda Abernethy, Partner McGladrey & Pullen LLP |
No |
None |
Via written email |
1 minute |
Requested firm to determine and submit revised Phase II contract timetable dates for the Illinois Department of Revenue engagement in order to prepare contract amendment. |
|
Paul Usherwood, Contract Manager |
01-04-2012, 10:15 am |
Linda Abernethy, Partner McGladrey & Pullen LLP |
No |
Bill Sarb, Senior Auditor McGladrey & Pullen LLP |
Via written email |
1 minute |
Firm provided revised Phase II contract timetable dates for the Illinois Department of Revenue engagement in order to prepare contract amendment. |
|
Kathy Lovejoy, Contract Manager |
01-03-2012, 11:05 am |
Angela Allen, Partner Washington Pittman & McKeever |
No |
None |
Via email |
1 minute |
Requested firm provide revised Phase II contract timetable dates for the Illinois Department of Natural Resources engagement in order to prepare contract amendment. |
|
Kathy Lovejoy, Contract Manager |
01-03-2012, 11:15 am |
Angela Allen, Partner Washington Pittman & McKeever |
No |
None |
Via email |
1 minute |
Firm provided revised Phase II contract timetable dates for the Illinois Department of Natural Resources engagement in order to prepare contract amendment. |
|
Bruce Bullard Director |
1-4-12 2:30pm |
Robert Arnholt Partner Doehring Winders & Co |
No |
None |
Phone Robert Arnholt 217-235-0377 Bruce Bullard 217-782-0811 |
3 minutes |
Mr. Arnholt called with questions regarding the OAG notice of intent to issue RFPs which is posted on the OAG website. |
|
Gordon French IS III |
1-9-12 11:34AM |
Insight Public Sector Sean Phillips |
No |
None |
Sean Phillips Sean.PhillipsATinsight.com |
1 minute |
Quote on printer cartridges |
|
Gordon French IS III |
1-9-12 1:00PM |
CDS Office Tech |
No |
None |
OnLine Web estimate https://usm.channelonline.com/cds/storesite/Search/Category/?search_string= |
1 minute |
Quote on printer cartridges |
|
Gordon French IS III |
1-9-12 1:23PM |
Office Depot |
No |
None |
OnLine Web estimate https://business.officedepot.com/ |
1 minute |
Quote on printer cartridges |
|
Gordon French IS III |
1-9-12 1:33PM |
.gov Domain name registration service |
No |
None |
OnLine estimate: https://www.dotgov.gov/ |
5 Minutes |
Registered for order of a “.gov” address for future build of our email server |
|
Gordon French IS III |
1-9-12 2:13PM |
CDS Office Tech Ron Clark |
No |
None |
Email: rclarkATcdsofficetech.com |
1 minute |
Asked for quote on renewal of Symantec Backup Exec |
|
Bruce Bullard Director |
1-10-12 3:20pm
|
Jeff Bonick Partner CliftonLarsonAllenLLP
|
No |
None |
Phone Jeff Bonick 309-495-8731 Bruce Bullard 217-782-0811 |
1 minute |
Brief discussion on information the OAG still needs to amend the contracts with Clifton Gunderson LLP as a result of the merger between Clifton Gunderson LLP with Larson Allen LLP to form Clifton LarsonAllenLLP (CLA). Mr. Bonick indicated the remaining information is expected to delivered to the OAG this week. |
|
Peggy Hartson, Contract Manager |
1-11-12 9:10am |
Nick Appelbaum, Partner, Sikich LLP |
No |
None |
Phone Nick Appelbaum 217-793-3363 |
5 minutes |
Discussed amending the Department of Transportation Financial Audit timetable as it is over 1 month late. We agreed to contact the Comptroller’s office to determine the status of their review to get a better idea of when the firm could complete the audit. |
|
Jon Fox, Contract Manager |
1-11-12 1:30pm |
Joe Evans Partner McGladrey & Pullen LLP |
No |
None |
Oral In Person |
5 minutes |
Joe said he saw that there would be additional University RFP’s up for proposal this year. He asked me if there were any differences in these engagements. I said they were generally the same scope including the LAC Guidelines, but some have some more extensive reports and the size of the various Universities could impact the engagements. |
|
Peggy Hartson, Contract Manager |
1-11-12 2:23pm |
Tom Leach Partner Sikich LLP |
No |
None |
Email: tleachatsikich.com |
1 minute |
Emailed Tom and requested him to provide me with information regarding the dates we will use for the revised timetable on the contract amendment for the Comptroller - Fiscal Officer audit. |
|
Bruce Bullard Director |
1-12-12 |
Jeff Bonick Partner CliftonLarsonAllenLLP |
No |
None |
Phone: Jeff Bonick 309-495-8731 Bruce Bullard 217-782-0811 |
3 minutes |
Mr. Bonick called to let me know that he has all the information necessary to amend the contracts we have with Clifton Gunderson LLP as a result of their merger with LarsonAllenLLP except for one item. He expects to receive the necessary information on this item yet this week. Mr. Bonick will then transmit all outstanding information to me for the contract amendments. |
|
Peggy Hartson, Contract Manager |
1-12-12 |
Tom Leach Partner Sikich LLP |
No |
None |
Email: tleachatsikich.com |
1 minute |
Tom emailed he expects to have draft budgetary statements for the IOC - FO engagement by 1/20/12 and submitted a revised Phase II contract timetable. |
|
Lisa Warden, Contract Audit Manager |
1-17-12 1:20pm |
Leilani Rodrigo Partner, EC Ortiz & Co. |
No |
None |
Phone: Leilani Rodrigo 212-876-1900 |
10 minutes |
Discussed routine audit issues (8 minutes), then discussed need to amend Phase II contract timetable to more accurately reflect anticipated final audit report dates for the Western Illinois University financial and compliance and Single audits. |
|
Bruce Bullard Director |
1-17-12 3:30pm |
Jeff Bonick Partner CliftonLarsonAllen LLP |
No |
None |
Phone Jeff Bonick 309-472-4831 Bruce Bullard 217-4782-0811 |
3 minutes |
Called Mr. Bonick about the contract amendments which were being sent to him by overnight mail today for the following engagements: 1) Dept. of Labor, 2) Governors Office of Management and Budget, and 3) Northeastern Illinois University. The amendments were necessitated because of the merger between Clifton Gunderson LLP and LarsonAllen LLP to form CliftonLasrsonAllenLLP (CLA). Mr. Bonick will review and sign the amendments tomorrow. Further, he will send the contract amendments back to my attention and I should have them on Thursday (1/19/12). |
|
Gordon French IS III |
1-17-12 11:00AM |
CDS Office Tech |
No |
None |
Online at: cds.com |
1 minute |
Ordered Image Kit for HP5550 |
|
Donna Humphries IS V |
1-20-12 3:55 PM |
Audience Response Systems Melissa Parker |
No |
None |
Phone 812-479-7507 |
2 minute |
Information on Audio Response systems |
|
Donna Humphries IS V |
1-20-12 4:00 PM
|
Option Technologies Mark Fite
|
No |
None |
Phone 407-872-3333
|
2 minute |
Information on Audio Response systems |
|
Donna Humphries IS V |
1-20-12 4:20 PM |
Option Technologies Mark Fite
|
No |
None |
Phone 407-872-3333 and Email: mfiteAToptiontechnologies.com |
2 minute
1 minute |
Additional Information on Audio Response systems and received info via email |
|
Donna Humphries IS V |
1-20-12 4:10 PM |
The Extreme Group John Collins |
No |
None |
Phone 813-964-8844 and Email: jcollinsATtheextremegroup.com |
2 minute
1 minute |
Information on Audio Response systems and received info via email |
|
Donna Humphries IS V |
1-23-12 8:22 AM |
Audience Response Systems Melissa Parker
|
No |
None |
Email: mparkerAaudienceresponse.com |
1 minute |
Received info and quote via email |
|
Donna Humphries IS V |
1-23-12 1:00 PM |
Meridia Ray Reed |
No |
None |
Phone 610-260-6800 and Email: rreedATmeridiaars.com |
5 minute
1 minute |
Information on Audio Response systems and received info via email |
|
Donna Humphries IS V |
1-23-12 2:00 PM |
Turning Technologies |
No |
None |
Phone 330-259-7654 and Email: mgomonATturningtechnologies.com |
5 minute
1 minute |
Information on Audio Response systems and received info via email |
|
Donna Humphries IS V |
1-24-12 2:00 PM |
Turning Technologies Matt Gomon |
No |
None |
Phone 330-259-7654 and Email: mgomonATturningtechnologies.com |
5 minute
1 minute |
Additional questions on Audio Response systems and received info via email |
|
Gordon French IS III |
1-30-12 9:30AM |
Insight Public Sector Sean Phillips |
No |
None |
Sean Phillips Sean.PhillipsATinsight.com |
1 minute |
Asked for quote on Dymo Labeler |
|
Gordon French IS III |
1-17-12 10:15AM |
CDS Office Tech |
No |
None |
OnLine Web estimate https://usm.channelonline.com/cds/storesite/Search/Category/?search_string= |
1 minute |
Online quote on Dymo Labeler |
|
Gordon French IS III |
1-17-12 10:30AM |
CDS Office Tech |
No |
None |
OnLine Web order https://usm.channelonline.com/cds/storesite/Search/Category/?search_string= |
1 minute |
Ordered Dymo Labeler |
|
Bruce Bullard Director |
1-27-12 5 pm |
Shawn Williamson Fick, Eggemeyer, & Williamson |
No |
None |
Shawn Williamson 314-845-7999 Bruce Bullard 217-782-0811 |
5 minutes |
Mr. Williamson called about obtaining RFP for the Illinois Literacy Foundation. I took Mr. Williamson to the OAG website and walked him through the Procurement Bulletin section where the RFPs that have been released can be located. The Illinois Literacy Foundation engagement is part of the competitive RFP procurement with the Office of the Secretary of State (RFP 12-1). Any proposals submitted in response to this RFP need to address both the Secretary of State and the Illinois Literacy Foundation engagements. Any firm submitting a proposal in response to the RFP would need to be prequalified at level IV with the OAG. |
|
Bruce Bullard Director |
1-23-12 2:30pm |
Jennifer Roan Partner Adelfia LLC |
No |
None |
Jennifer Roan 312-240-9500 Bruce Bullard 217-782-0811 |
5 minutes |
Ms. Roan called about the OAG prequalification process. Also, she called about setting up a meeting on February 1st with the OAG. The purpose of the meeting would meet with OAG officials about Adelfia LLC and services that the firm provides. A meeting was scheduled for 2pm on February 1st. |
|
Peggy Hartson, Audit Manager |
1-26-12 |
Nick Appelbaum Partner Sikich LLP |
No |
None |
|
1 minute |
Mr. Appelbaum emailed the suggested timetable revisions for the amendment to schedule 1 (contracted timeline) for the completion of the audit of the Department of Transportation’s financial statements. |
|
Paul Usherwood, Contract Manager |
01-25-2012, 7:31 am |
Linda Abernethy, Partner McGladrey & Pullen LLP |
No |
Rolake Adedara, Director McGladrey & Pullen LLP |
Via written email |
1 minute |
Requested firm to determine and submit revised Phase II contract timetable dates for the Office of the Treasurer NFO engagement in order to prepare contract amendment. |
|
Lisa Warden, Contract Manager |
01-26-2012, 5:20pm |
Leilani Rodrigo, Partner, EC Ortiz & Co., LLP |
No |
Edilberto Ortiz, Partner, EC Ortiz & Co, LLP |
|
1 minute |
Sent proposed amended timetable for Phase II of the Western Illinois University engagement |
|
Lisa Warden, Contract Manager |
01-26-2012, 5:24pm |
Leilani Rodrigo, Partner, EC Ortiz & Co., LLP |
No |
None |
Phone Lisa 217-370-1672 Leilani 312-479-2386 |
12 min. |
Discussed amended timetable dates in order to prepare a contract amendment for Phase II of the Western Illinois University engagement |