July 2020

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.
Jim Dahlquist Sr Adm Mgr 07/01/2020 09:55 AM John Gioeli, Director,Gov’t Programs, Becker Professional Education No None Phone
Dahlquist: 217-785-XXXX
Gioeli: 703-631-XXXX
20 minutes Discussed new on-linecourse contract, features and services.
Jim Dahlquist Sr Adm Mgr 07/01/2020 11:55 AM John Gioeli, Director,Gov’t Programs, Becker Professional Education No Christina Jones-Heiden,Gov’t Account Mgr, Becker Professional Education Email: jdahlquist-at-auditor.illinois.gov
jgioeli-at-becker.com Cjones-Heiden-at-becker.com
Email Subscription agreement documents for Becker’s Webcast and On Demand Continuing Professional Education offerings.
Peggy Hartson, Audit Manager 07/01/2020 09:46 AM Leiliani Rodrigo, Partner Roth & Co LLP No Ed Ortiz, Partner Roth & Co LLP Email: pahartson-at-auditor.illinois.gov
lnrodrigo- at -rothcocpa.com ecortiz- at -rothcocpa.com
Email Emailed the welcome letter and attachments for the Department of Military Affairs FY19/20 engagement.
Peggy Hartson, Audit Manager 07/02/2020 18:16 PM Beulah Castro, Administrative Asst Roth & Co LLP No Leiliani Rodrigo, Partner Roth & Co LLP Email: bcastro- at -rothcocpas.com lnrodrigo- at -rothcocpa.com Email The informal proposal documents for the Department o Military Affairs FY19/20 engagement were sent.
Janis Van Durme
Senior Audit Manager V
07/02/2020 08:35 AM Jennifer Roan, Partner
Adelfia LLP
No None Phone:
Van Durme: 217-685-XXXX
Roan: 312-804-XXXX
10 minutes Mrs. Roan and I agreed that Adelfia would provide revised Informal Proposals for the FY20 and FY21 Illinois and DuQuoin State Fair in early August once they obtain further information from the Department of Agriculture to assess the number of hours that would be needed. Fieldwork would be delayed until January 2021.
Peggy Hartson, Audit Manager 07/06/2020 15:05 PM Leiliani Rodrigo, Partner Roth & Co LLP No None Email: pahartson-at-auditor.illinois.gov
lnrodrigo- at -rothcocpa.com
Email Emailed Leiliani to let her know the proposal was approved and I would send the contract documents for signature
Jeanne Michaud, Audit Manager 07/14/2020 16:02 PM Leilani Rodrigo, Partner
Roth& Co LLP
No None Phone:
Leilani 312-876-XXXX
Jeanne 312-814-XXXX
10 minutes Called Leilani Rodrigo, Partner at E.C. Ortiz to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20.
Jeanne Michaud, Audit Manager 07/15/2020 13:14 PM Nick Cavaliere, Partner
Baker, Tilly, Virchow, Krause, LLP
No None Phone:
Nick 630-990-XXXX
Jeanne 312-814-XXXX
1 minute Called and left a message for Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP regarding the 6/30/20 audit of ISC #4.
Jeanne Michaud, Audit Manager 07/15/2020 13:19 PM Joel Hopkins, President
Hopkins & Associates
No None Phone:
Joel 815-339-XXXX
Jeanne 312-814-XXXX
5 minutes Called Joel Hopkins, President Hopkins & Associates to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20.
Jeanne Michaud, Audit Manager 07/15/2020 14:45 PM Nick Cavaliere, Partner
Baker, Tilly, Virchow, Krause, LLP
No None Phone:
Nick 630-645-XXXX
Jeanne 312-814-XXXX
17 minutes Received a return call from Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP regarding the 6/30/20 audit of ISC #4.
Jeanne Michaud, Audit Manager 07/15/2020 14:22 PM Leilani Rodrigo, Partner
Roth& Co LLP
No None Email:
lrodrigo-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov
Emails over the course of 137 minutes Sent follow e-mail to Leilani Rodrigo, Partner at E.C. Ortiz to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20. Leilani submitted proposed hours and rate for this audit.
Jeanne Michaud, Audit Manager 07/15/2020 14:25 PM Joel Hopkins, President
Hopkins & Associates
No None Email:
joel-at-hopkinsoffice.com
jmichaud-at-auditor.illinois.gov
Email Sent follow up e-mail to Joel Hopkins, President Hopkins & Associates to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20.
Jim Dahlquist Sr Adm Mgr 07/16/2020 10:45 AM John Gioeli, Director,Gov’t Programs, Becker Professional Education No Christina Jones-Heiden,Gov’t Account Mgr, Becker Professional Education Email: jdahlquist-at-auditor.illinois.gov
jgioeli-at-becker.com Cjones-Heiden-at-becker.com
Email Final subscription agreement documents for Becker’s Webcast and On Demand Continuing Professional Education offerings.
Jeanne Michaud, Audit Manager 07/16/2020 11:59 AM Nick Cavaliere, Partner
Baker, Tilly, Virchow, Krause, LLP
No None Email:
n.cavaliere-at-bakertilly.com
jmichaud-at-auditor.illinois.gov
Email Sent follow e-mail to Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20 along with some requested information regarding ISC #4.
Donna Humphries, IT Manager 07/20/2020 09:47 AM Jason Edwards, Acct. Rep for Wavecrest No None Email: jedwardsATwavecrest.net dhumphriesATauditor.illinois.gov Email Request price quote for firewall user info software (CyFin).
Joe Butcher, Performance Audit Director 07/01/2020 20:20 PM Cory Nanus, FSA, EA
Aon Consulting, Inc.
No Bridget Gainer, Actuarial Assistant
Aon Consulting, Inc.
Email:
jbutcher-at-auditor.illinois.gov
cory.nanus-at-aon.com
Email Cory provided updated contract information regarding hours, fees, and personnel for the CTA reviews.
Gordon French IS V 07/21/2020 09:00 AM CDS & CDW-G & INSIGHT sales, online No None Email:
www.cds.com
www.cdwg.com
www.insight.com
Online Price quotes on HP 24" Monitors
Gordon French IS V 07/23/2020 11:31 AM Erica Sommer, E-Z Audit Sales No None Email:
salesATezaudit.net
gjfrencATauditor.illinois.gov
Email Price quote on E-Z Audit 100 PC, annual license
Jeanne Michaud, Audit Manager 07/28/2020 15:24 PM Colleen Porter, Manager
McGreal & Company, PC
No None Email:
colleenp-at-mcgreal.com
jmichaud-at-auditor.illinois.gov
Email Received proposed hours and rates for the 6/30/20 audit of ROE #56 from Colleen Porter Manager at McGreal & Company, PC.
Jeanne Michaud, Audit Manager 07/29/2020 10:03 AM Mike Morrissey, Partne
McGreal & Company, PC
No Colleen Porter, Manager
McGreal & Company, PC
Email:
mikem-at-mcgreal.com
colleenp-at-mcgreal.com
jmichaud-at-auditor.illinois.gov
Email E-mailed Mike Morrissey, Partner at McGreal & Company to let him know the proposed hours and rates for the 6/30/20 audit of ROE #56 were approved.
Jeanne Michaud, Audit Manager 07/29/2020 10:50 AM Joel Hopkins, President
Hopkins & Associates
No None Email:
joel-at-hopkinsoffice.com
jmichaud-at-auditor.illinois.gov
Email Sent follow up e-mail to Joel Hopkins, President Hopkins & Associates to see if their firm was still interested in conducting the audit of ISC 4 for 6/30/20.
Jeanne Michaud, Audit Manager 07/29/2020 12:09 PM Nick Cavaliere, Partner
Baker, Tilly, Virchow, Krause, LLP
No None Email:
n.cavaliere-at-bakertilly.com
jmichaud-at-auditor.illinois.gov
Email Sent follow up e-mail to Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP to see if their firm was still interested in conducting the audit of ISC 4 for 6/30/20.