January 2019
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 |
Date/time of contact |
Name and title of |
Registered |
Name and title |
Method of contact (oral
by phone, oral |
Approximate |
Provide a detailed
summary of the points made by each |
|
Daniel J. Nugent. |
01/04/2019 17:39 PM |
Epifanio Sadural, |
No |
None |
E-Mail |
|
I submitted proposed adjustments to the engagement timetable and questioned whether the revised dates were reasonable. |
|
Daniel J. Nugent. |
01/04/2019 20:37 PM |
Epifanio Sadural, |
No |
None |
E-Mail |
|
Mr. Sadural indicated they would meet the proposed timelines deadline for completing fieldwork for my review. |
|
Janis Van Durme |
01/09/2019 13:13 PM |
Gilda Priebe, Partner |
No |
Stella Santos, Partner |
E-mail: |
|
I submitted proposed adjustments to the engagement timetable and questioned whether the revised dates were reasonable. |
|
Janis Van Durme |
01/09/2019 13:27 PM |
Gilda Priebe, Partner |
No |
None |
Vandurme: 217-782-8393 |
5 minutes |
Ms. Priebe stated the revised dates were pose some problems with some personal vacation time she was taking. As such, she requested we move revise the dates earlier than the vacation time so it would not interfere with the engagement deadlines. |
|
Janis Van Durme |
01/09/2019 13:31 PM |
Gilda Priebe, Partner |
No |
Stella Santos, Partner |
E-mail: |
|
I submitted revised proposed adjustments to the engagement timetable and questioned whether the revised dates were reasonable. |
|
Janis Van Durme |
01/09/2019 13:43 PM |
Gilda Priebe, Partner |
No |
Stella Santos, Partner |
E-mail: |
|
Ms. Priebe stated the revised dates were reasonable and indicated they would meet the proposed timeline to wrap up the engagement as soon as possible. |
|
Lisa Warden |
01/09/2019 14:57 PM |
Kate Ward, Partner Kerber, Eck & Braeckel LLP |
No |
None |
Email: Warden: lwarden - at
- auditor.illinois.gov |
|
I proposed revised timetable dates for the Illinois State Board of Education engagement. |
|
Lisa Warden |
01/10/2019 13:30 PM |
Kate Ward, Partner Kerber, Eck & Braeckel LLP |
No |
Marci Petropoulous, Manager Amanda Wells, Manager Kerber, Eck & Braeckel LLP |
Phone: Warden 217-370-1672 |
20 minutes |
We discussed the timetables going forward for the Illinois State Board of Education engagement and the firm agreed to the proposed amended dates. |
|
Peggy Hartson |
01/14/2019 09:12 AM |
Tom Leach, Partner |
No |
None |
Phone: |
Phone |
I contracted the firm to discuss specific dates as the Eastern Illinois University contracted timeline for the financial audit is over four weeks behind. |
|
Peggy Hartson |
01/14/2019 11:20 AM |
Kent Sorenson, Manager |
No |
None |
Phone: |
Phone |
Kent called to discuss the timeline for the Department of Transportation and revising the contracted timetable for the financial audit. |
|
Peggy Hartson |
01/15/2019 12:38 PM |
Mike Hillary, Partner |
No |
None |
Email: |
|
Emailed Mike to inquire about the revised dates for the contract amendment for the Comptroller Nonfiscal Operations Engagement. |
|
Daniel J. Nugent. |
01/15/2019 16:57 PM |
Epifanio Sadural, Partner |
No |
None |
E-Mail |
|
I asked Mr. Sadural to prepare an informal proposal for the upcoming financial audit of the Self-Insurers' Security Fund as of and for the year ended June 30, 2018. |
|
Daniel J. Nugent |
01/15/2019 16:58 PM |
Epifanio Sadural, Partner |
No |
None |
E-Mail |
|
Mr. Sadural replied indicating he would prepare an informal proposal for the upcoming financial audit of the Self-Insurers' Security Fund as of and for the year ended June 30, 2018. |
|
Peggy Hartson |
01/16/2019 09:42 AM |
Mike Hillary, Partner |
No |
None |
E-Mail: |
|
Mike emailed proposed dates for the contract amendment for the Comptroller Non-Fiscal Responsibilities engagement. |
|
Gordon French |
01/22/2019 14:19 PM |
Crystal Boyd, CDS sales |
No |
None |
Email: |
|
Asking quotes for CAT 6 cables & cartridges |
|
Sara Metzger |
01/16/2019 12:04 PM |
Greg Fiedler, Director |
No |
None |
Email: |
|
Emailed Greg to ask about amendment for CMS Financial statement audit timetable and suggested dates. |
|
Sara Metzger |
01/16/2019 16:37 PM |
Greg Fiedler, Director |
No |
None |
Email: |
|
Greg responded that Sikich felt an amendment was appropriate and agreed with my suggested dates. |
|
Jennifer Rankin |
01/23/2019 10:29 AM |
Amy Sherwood, Partner |
No |
None |
Email: jrankin-at-auditor.illinois.gov amy.sherwood-at-sikich.com |
|
Sherwood sent the OAG Manager a revised timeline for the DFPR compliance examination's contract amendment. |
|
Peggy Hartson |
01/24/2019 07:11 AM |
Tom Leach, Partner |
No |
None |
Email: pahartson-at-auditor.illinois.gov tom.leach-at-sikich.com |
|
Emaled Tom that I had not received the signed contract amendment on time and attached a revision. |
|
Peggy Hartson |
01/24/2019 09:15 AM |
Gilda Priebe, Partner Adelfia LLC |
No |
None |
Phone: P. Hartson (217)524-8748 G.Priebe (312)240-9500 |
Phone |
Gilda and I discussed amending the conract for the Illinois Racing Board engagement |
|
Peggy Hartson |
01/24/2019 10:24 AM |
Gilda Priebe, Partner Adelfia LLC |
No |
None |
Email: pahartson-at-auditor.illinois.gov gbpriebe-at-adelfiacpas.com |
|
Emailed Gilda a proposed amended timeline for the Racing Board engagment. |
|
Gordon French |
01/24/2019 11:10 AM |
Dan Matthews, CDS HP Printer sales |
No |
None |
217-306-6576 |
Phone |
Asking quote on HP785 |
|
Lisa Warden |
01/24/2019 15:04 PM |
Stella Santos, Partner Adelfia |
No |
None |
312-240-9500 |
56 minutes |
Discussed audit delays and discussed and agreed upon revised timetable dates for the Department of Corrections engagement. |
|
Gordon French |
01/29/2019 12:55 PM |
Lukas Wine, sales at SEP |
No |
None |
303-647-3918 |
Phone |
Asking for information and a quote on agents for a backup solution |
|
Peggy Hartson |
01/29/2019 15:15 PM |
Mike Hillary, Partner |
No |
None |
Email: pahartson-at-auditor.illinois.gov mike.hillary-at-claconnect.com |
|
Emailed Mike a revised cover page for the amendment as I had not received his signed copy on time. |
|
Donna Humphries |
01/31/2019 16:30 PM |
Devin Pool, HP sales |
No |
None |
Email: |
|
Asked information and quote on HP printer/copier. |
|
Courtney Dzierwa Auditor V |
01/31/2019 15:40 PM |
Marites Sy, Partner |
No |
None |
Email: |
|
Presented information on audit delays and requested a contract timetable extension for the Department of Natural Resources engagement. |