January 2021
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 |
|
Lisa Warden, Audit Manager |
01/05/2021 15:39 PM |
Paul Pelletier, Partner, Borschnack, Pelletier & Co. |
No |
None |
Email: Paul ppelletier - at - bpc-cpa.com Lisa lwarden - at - auditor.illinois.gov |
|
Proposed amended timetable dates for FY20 compliance examination of Department on Aging. |
|
Lisa Warden, Audit Manager |
01/05/2021 16:39 PM |
Paul Pelletier, Partner, Borschnack, Pelletier & Co. |
No |
None |
Email: Paul ppelletier - at - bpc-cpa.com Lisa lwarden - at - auditor.illinois.gov |
|
Partner agreed to amended timetable dates for FY20 Department on Aging examination. |
|
Jeanne Michaud, Audit Manager |
01/05/2021 16:47 PM |
Diana Smith, Partner |
No |
Alex Hagen, Partner |
Email:
Dsmith-at-westcpa.com |
|
Diana Smith, Partner at West & Company sent in revised timetable dates to prepare the 6/30/20 amended contract of ROE #24. |
|
Lisa Warden, Audit Manager |
01/06/2021 15:40 PM |
Michael Lawler, Manager, West & Company, LLC |
No |
Janice Romack, Partner, West & Company, LLC |
Email: Mlawler - at - westcpa.com Jromack - at - westcpa.com Lwarden - at - auditor.illinois.gov |
|
Proposed amended timetable dates for FY20 compliance examination of Office of the Attorney General. |
|
Lisa Warden, Audit Manager |
01/06/2021 15:46 PM |
Michael Lawler, Manager, West & Company, LLC |
No |
Janice Romack, Partner, West & Company, LLC |
Email: Mlawler - at - westcpa.com Jromack - at - westcpa.com Lwarden - at - auditor.illinois.gov |
|
Partner agreed to amended timetable dates for FY20 Office of the Attorney General examination. |
|
Stacie Sherman, Audit Manager |
01/12/2021 14:03 PM |
Lisa Stinson, Senior
Manager, Crowe LLP |
No |
Chris Mower, Partner, Crowe LLP |
Email:
lisa.stinson-at-crowe.com |
|
I sent proposed timetable dates for the FY20 Treasurer audits of Fiscal Officer, College Saving Program, The Illinois Funds, and Secure Choice Savings Program. |
|
Reddy Bommareddi, Audit Manager |
01/11/2021 13:35 PM |
Leilani Rodrigo, Partner, Roth & Co., LLP |
No |
None |
Leilani Rodrigo: 312-235-4703 Reddy Bommareddi: 217-558-3971 |
2 minutes |
Proposed amended timetable dates for FY20 finanicial and compliance examination of Chicago State University. |
|
Reddy Bommareddi, Audit Manager |
01/13/2021 08:40 AM |
Heather Powell, Managing Director, BKD |
No |
None |
Heather Powell: 217-429-2411 Reddy Bommareddi: 217-558-3971 |
5 minutes |
Proposed amended timetable dates for FY20 compliance examination of the Illinois Gaming Board. |
|
Donna Humphries, IT Manager |
01/12/2021 15:40 PM |
Fred Bascom, sales - at - CDS Office Technologies Startechtel.com metrolinedirect.com |
No |
None |
Fred Bascom: fbascoATcdsot.com Online Online |
|
Price quote on additional VoIP phones and licenses |
|
Stacie Sherman, Audit Manager |
01/18/2021 19:04 PM |
Lisa Stinson, Senior Manager, Crowe LLP |
No |
Chris Mower, Partner, Crowe
LLP |
Email:
lisa.stinson-at-crowe.com |
|
Lisa communicated an update to the proposed Treasurer's Illinois Funds amendment timetable. Lisa also said the proposed amendment dates for the Treasurer's Secure Choice and College Saving Program were acceptable. |
|
Stacie Sherman, Audit Manager |
01/19/2021 15:55 PM |
Brandon Reed, Senior Manager, Crowe LLP |
No |
Chris Mower, Partner, Crowe
LLP |
Email:
lisa.stinson-at-crowe.com |
|
I sent Brandon an updated propose timetable for the Treasurer's Fiscal Officer Responsibilities amendment. |
|
Stacie Sherman, Audit Manager |
01/20/2021 10:44 AM |
Brandon Reed, Senior Manager, Crowe LLP |
No |
Chris Mower, Partner, Crowe
LLP |
Email:
lisa.stinson-at-crowe.com |
|
I told Brandon I had accepted changes to the Office of the Treasurer - Fiscal Officer Responsibilities amended timetable. I also let him know we would overnight the amendments for the Office of the Treasurer (College Savings, Illinois Funds, Secure Choice, and Fiscal Officer Responsibilities) to Chris Mower for signature. |
|
Lisa Warden, Audit Manager |
01/07/2021 22:23 PM |
Jennifer Roan, Partner Adelfia |
No |
Stella Santos, Partner, Adelfia Maria Valera, Partner, Adelfia |
Email: JSRoan - at - adelfiacpas.com SBSantos - at - adelfiacpas.com MBValera - at - adelfiacpas.com lwarden - at - auditor.illinois.gov |
|
Proposed amended financial timetable dates for the FY19/20 audit of the Department of Corrections. |
|
Lisa Warden, Audit Manager |
01/08/2021 14:23 PM |
Jennifer Roan, Partner Adelfia |
No |
Stella Santos, Partner, Adelfia Maria Valera, Partner, Adelfia |
Email: JSRoan - at - adelfiacpas.com SBSantos - at - adelfiacpas.com MBValera - at - adelfiacpas.com lwarden - at - auditor.illinois.gov |
|
Firm counter-proposed alternate financial timetable dates for the FY19/20 audit of the Department of Corrections. |
|
Janis Van Durme, Audit Manager |
01/27/2021 09:02 AM |
Gilda Priebe, Partner, Adelfia LLC |
No |
Phone: |
Phone - 12 minutes |
Discussed and agreed upon proposed amended compliance timetable dates for the FY19/20 audit of the Department of Insurance. |
|
|
Jeanne Michaud, Audit Manager |
01/27/2021 15:39 PM |
Tim Gavin, Manager |
No |
Email:
tgavin-at-lauterbachamen.com |
|
Tim Gavin, Manager at Lauterbach & Amen, LLP sent in revised timetable dates to prepare the 6/30/19 amended contract of ROE #34. |
|
|
Gordon French, IS V |
01/28/2021 12:12 PM |
CDS Insight CDW-G |
No |
www.cdsofficetech.com www.insight.com/en_US/home.html www.cdwg.com |
ONLINE |
Price quote for cables (cat6) & cartridges |
|
|
Jeanne Michaud, Audit Manager |
01/28/2021 16:00 PM |
John Wysocki, Partner |
No |
Email:
john.wysocki-at-cpagwa.com |
|
John Wysocki, Partner at GW & Associates, PC sent in revised timetable dates to prepare the 6/30/17 amended contract of ISC #2. |
|
|
Courtney Dzierwa, Statewide Single Audit Manager |
01/22/2021 14:20 PM |
Susan Warren, Partner KPMG |
No |
Phone: |
38 minutes |
Discussed necessity of a contract amendment for the Statewide Single Audit and hours/fees affected by known number of major programs and additional concerns |
|
|
Courtney Dzierwa, Statewide Single Audit Manager |
01/22/2021 14:34 PM |
Susan Warren, Partner KPMG |
No |
Email: smwarren-at-kpmg.com cdzierwa-at-auditor.illinois.gov |
|
Received proposed information for amendment to Statewide Single Audit contract |