January 2018
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.
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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. |
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Jeanne Michaud, Auditor V |
1/4/18 4:08pm |
Tonya Lofgren, Manager, WIPFLI |
No |
Kelly Mittelstaedt, Auditor V, OAG |
E-mail: Jeanne Michaud: jmichaud-at-auditor.illinois.gov Tonya Lofgren: tlofgren-at-wipfli.com Kelly Mittelstaedt: kmittelstaedt-at-auditor.illinois.gov |
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E-mailed Tonya Lofgren, Manager, WIPFLI to see if the firm is interested in performing the FY16 audit of ISC #2 – West Cook County. |
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Lisa Warden, Auditor V |
1/4/18 4:10pm |
Stella Santos, Managing Partner, Adelfia LLC |
No |
N/A |
Phone: Stella Santos: 1-312-240-9500 Lisa Warden: 1-217-782-9307 |
28 minutes |
Discussed revised financial timetable dates and contract amendment for the FY17 audit of Western Illinois University. |
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Janis Van Durme, Auditor V |
1/3/18 2:26 pm through 2:53 pm |
Jennifer Roan, Partner Adelfia LLC |
No |
Maria Balita, Manager Adelfia LLC |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Maria Balita: mfbalita-at-adelfiacpas.com |
27 minutes |
Ms. Van Durme sent proposed dates for amending the contract’s compliance examination timetable for the FY17 examination of the Illinois Criminal Justice Information Authority. Adelfia emailed back stating the dates proposed were good. |
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Janis Van Durme, Auditor V |
1/2/18 9:16 am |
Amy Sherwood, Partner Sikich LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-sikich.com |
N/A |
Ms. Van Durme sent a request to Sikich LLP to send the OAG proposed dates for amending the contract’s financial audit timetable for the FY17 audit of the Illinois Department of Revenue. |
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Janis Van Durme, Auditor V |
1/2/18 3:19 pm |
Amy Sherwood, Partner Sikich LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-sikich.com |
N/A |
Ms. Sherwood sent proposed dates to Ms. Van Durme for amending the contract’s financial audit timetable for the FY17 audit of the Illinois Department of Revenue. |
|
Janis Van Durme, Auditor V |
1/3/18 2:18 pm through 2:20 pm |
Amy Sherwood, Partner Sikich LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-sikich.com |
2 minutes |
Ms. Van Durme sent revised proposed dates to Ms. Sherwood for amending the contract’s financial audit timetable for the FY17 audit of the Illinois Department of Revenue. Ms. Sherwood emailed back stating the dates proposed were good. |
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Janis Van Durme, Auditor V |
1/2/18 9:10 am through 9:13 am |
Linda Abernethy Partner, RSM US LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Linda Abernethy: Linda.Abernethy-at-rsmus.com |
N/A |
Ms. Van Durme sent a request to RSM US LLP to send the OAG proposed dates for amending the contract’s financial audit timetable for the FY17 audit of the Illinois Department of Human Services. Ms. Abernethy stated would have to get back in a few days so she can assess the timeline. Ms. Van Durme stated that would be fine. |
|
Janis Van Durme, Auditor V |
1/3/18 8:53 am |
Linda Abernethy Partner, RSM US LLP |
No |
Ryan Caldwell, Manager RSM US LLP |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Linda Abernethy: Linda.Abernethy-at-rsmus.com Ryan Caldwell: Ryan.Caldwell-at-rsmus.com |
N/A |
Ms. Abernethy sent proposed dates to Ms. Van Durme for amending the contract’s financial audit timetable for the FY17 audit of the Illinois Department of Human Services. |
|
Janis Van Durme, Auditor V |
1/6/18 10:07 am |
Linda Abernethy Partner, RSM US LLP |
No |
Ryan Caldwell, Manager RSM US LLP |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Linda Abernethy: Linda.Abernethy-at-rsmus.com Ryan Caldwell: Ryan.Caldwell-at-rsmus.com |
N/A |
Ms. Van Durme sent an email discussing revisions to Ms. Abernethy’s proposed dates for amending the contract’s financial audit timetable for the FY17 audit of the Illinois Department of Human Services. |
|
Janis Van Durme, Auditor V |
1/2/18 9:11 am through 11:54 am |
Tom Leach, Partner Sikich LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Tom Leach: Tom.Leach-at-sikich.com |
2.5 hours |
Discussed proposed date revisions for amending the contract’s financial audit timetable for the FY17 audit of the Illinois Department of Healthcare and Family Services. |
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Janis Van Durme, Auditor V |
1/8/18 10:51 am through 11:12 am |
Jennifer Roan, Partner Adelfia LLC |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com |
.5 hour |
Ms. Van Durme emailed Adelfia the FY16/17 ICJIA contract amendment documents had been prepared and were going out for signature. Adelfia confirmed receipt of email. |
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Janis Van Durme, Auditor V |
1/10/18 11:44 am through 1:36 pm |
Jennifer Roan, Partner Adelfia LLC |
No |
Jane Clark, F/C Division Director, OAG Stella Santos, Partner Adelfia LLC |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Jane Clark: jclark-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com |
2 hours |
Ms. Van Durme emailed Adelfia Ms. Clark was going to hand-deliver the FY16/17 ICJIA contract amendments for signature to save the state shipping costs. Adelfia confirmed receipt of email. |
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Janis Van Durme, Auditor V |
1/3/18 11:14 am through 11:25 am |
Amy Sherwood, Partner Sikich LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-sikich.com |
11 minutes |
Ms. Van Durme emailed Sikich the FY17 IDOR contract amendment documents had been prepared and were available for signature. Sikich confirmed receipt of email. |
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Janis Van Durme, Auditor V |
1/8/18 11:15 am through 1:31 pm |
Tom Leach, Partner Sikich LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Tom Leach: Tom.Leach-at-sikich.com |
2.3 hours |
Ms. Van Durme emailed Sikich the FY17 Financial Audit of HFS contract amendment documents had been prepared and were available for signature. Sikich confirmed receipt of email. |
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Donna Humphries IS V Gordon French IS IV |
1/17/18 10:00 AM to 11:00AM |
Ron Clark and Fred Bascom Sales w/ CDS Office Technologies |
No |
N/A |
Oral in person(s) |
1 hour |
Talked about options for VOIP for our office and what CDS has to offer. |
|
Peggy Hartson, Auditor V |
1/25/18 10:15 am |
Mike Hillary, Partner CliftonLarsonAllen LLP |
No |
N/A |
Phone: Mike Hillary 309-495-8720 Peggy Hartson 217-524-8748 |
3 minutes |
Discussed amending the contract timetable for Eastern Illinois University. |
|
Janis Van Durme, Auditor V |
1/26/18 3:33-3:51 pm |
Bill Sarb Audit Senior Manager, RSM US LLP |
No |
N/A |
Email: Janis Van Durme: jvandurme-at-auditor.illinois.gov Bill Sarb: Bill.Sarb-at-rsmus.com |
18 minutes |
Discussed RSM need to submit an Analysis of Independence with its proposal, if the firm proposed on the IDOR RFP 18-04. RSM responded it would. |
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Lisa Warden, Auditor V |
1/24/18 4:50pm |
Jennifer Roan, Partner, Adelfia LLC |
No |
N/A |
Phone: Jennifer Roan: 1-312-240-9500 Lisa Warden: 1-217-782-9307 |
8 minutes |
Requested Jennifer submit proposed revised timetable dates for contract amendment for the FY16/17 audit of Illinois Supreme Court. |
|
Lisa Warden, Auditor V |
1/24/18 9:45pm |
Jennifer Roan, Partner, Adelfia LLC |
No |
N/A |
Jennifer Roan: jsroan – at – adelfiacpas.com Lisa Warden: lwarden – at – auditor.illinois.gov |
|
Followed up on request for proposed revised timetable dates for contract amendment for the FY16/17 audit of Illinois Supreme Court. |
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Lisa Warden, Auditor V |
1/25/18 10:26pm |
Jennifer Roan, Partner, Adelfia LLC |
No |
N/A |
Jennifer Roan: jsroan – at – adelfiacpas.com Lisa Warden: lwarden – at – auditor.illinois.gov |
|
Firm submitted proposed revised timetable dates for contract amendment for the FY16/17 audit of Illinois Supreme Court. |
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Lisa Warden, Auditor V |
1/25/18 1:44am |
Jennifer Roan, Partner, Adelfia LLC |
No |
N/A |
Jennifer Roan: jsroan – at – adelfiacpas.com Lisa Warden: lwarden – at – auditor.illinois.gov |
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Accepted proposed revised final timetable date for contract amendment for the FY16/17 audit of Illinois Supreme Court. |
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