January 2016
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. |
Gordon French IS IV |
01/08/16 9:08AM |
Ron Clark CDS
Jason Contreras Insight
Walter Meek Novanis |
No
No
No |
None
None
None |
Email: rclarkATcdot.com
Email: Jason.ContrerasATinsight.com
Email: Walter.MeekATnovanis.com |
|
Price quote on 2 HP printer trays and 2 cartridges |
Roberta Pape Fiscal Office |
1/12/16 12:29 PM |
Caroline Petefish Dept of Corrections, Lincoln, Graham, Shawnee Superintendant |
No |
Jeffrey Compton, Dept of Corrections |
Carolinepetefish-at-doc-illinois.gov |
|
Received price quote for repair of office chair |
Gordon French IS IV |
01/14/16 8:43AM |
Heather Slager Tiger Direct
Jason Contreras Insight
Gus Monson CDWG |
No
No
No |
None
None
None |
Email: Heather.SlagerATtigerdirect.com
Email: Jason.ContrerasATinsight.com
Email: gusmATcdw.com |
|
Price quote on IronKey 2TB ext. HDD w/ Encryption |
Lisa Warden Auditor V |
01/21/16 1:50 PM |
Jeff Bonick, Partner CliftonLarsonAllen |
No |
Jon Fox, Auditor V |
Phone: Jeff Bonick 1-309-495-8731 Lisa Warden & Jon Fox 1-217-524-2149 |
10 minutes |
Jeff stated he is interested in the FY16 Financial, Compliance, and Single audit of Southern Illinois University and the firm is independent. Lisa will send a request for an informal proposal after the FY15 SIU audit is finalized and we will plan on contracting in March and a April start on the engagement. |
Lisa Warden Auditor V |
01/21/16 2:45 PM |
Gilda Priebe, Partner EC Ortiz & Co, LLP |
No |
None |
Phone: Gilda Priebe 1-312-876-1900 Lisa Warden 1-217-785-2683 |
20 minutes |
Gilda stated EC Ortiz is interested in the FY15/16 financial and compliance audit of Illinois State Board of Education. The firm is independent. This will be the firm’s sixth and last rotation on the engagement. The firm would like to start work in May, so Lisa will send a request for an informal proposal in March and we will contract in April. Approximately $23,000 is planned for Phase I audit work. |
Thomas L. Kizziah Audit Manager V |
1/21/16 4:00 PM |
Cathy Baumann, Partner – KPMG LLP |
No |
None |
Phone: Cathy Baumann 312-665-8980 Thomas L. Kizziah 312-814-4073 |
3 minutes |
I called Cathy to ask her if she was still interested and independent in order to perform the June 30, 2016 engagement for the Illinois Housing Development Authority. Cathy stated that they were interested and independent to perform the engagement as our Special Assistant Auditors. |
Thomas L. Kizziah Audit Manager V |
1/21/16 4:45 PM |
Joseph Evans, Partner, RSM US LLP |
No |
None |
Phone: Joseph Evans 847-413-6919 Thomas L. Kizziah 312-814-4073 |
3 minutes |
I called Joe to ask him if he was still interested and independent in order to perform the June 30, 2016 engagements for Northern Illinois University and Illinois Department of Employment Security. Joe stated he was interested and independent to perform both engagements as our Special Assistant Auditors. |
Bruce Bullard Director |
1/25/16 1:30pm |
Amy Sherwood Partner Sikich LLP |
No |
None |
Phone Amy Sherwood 217-793-3363 Bruce Bullard 217-782-0811 |
6 minutes |
Ms. Sherwood called about one of the OAG RFP currently on the street. She had a general question which I addressed. The nature of the question and the response provide do not require a notice to the Procurement Bulletin on the Office website. |
Bruce Bullard Director |
1/26/16 3:10pm |
Janice Romack Partner West & Company |
No |
None |
Phone Janice Romack 618-664-4848 Bruce Bullard 217-782-0811 |
7 minutes |
Ms. Romack called about OAG Notification of Intent to Issue Request for Proposals on the OAG web site. The specific question pertained to the Group 1 RFP listings and the main location column associated with RFP 16-1 pertaining to the State Universities Retirement System. In summary, our listing indicated Springfield. I explained that this was in error and the correct main location was Champaign, Illinois. I further indicated that we would revise the Procurement Bulletin on the OAG web site for this matter. I thanked Ms. Romack for the telephone call. |
Gordon French IS IV |
01/27/16 11:52AM |
Heather Slager Tiger Direct
Jason Contreras Insight
Gus Monson CDWG |
No
No
No |
None
None
None |
Email: Heather.SlagerATtigerdirect.com
Email: Jason.ContrerasATinsight.com
Email: gusmATcdw.com |
|
Price quote on 5 cartridges for HP 5550 printer & HP 400 |
Paul Usherwood, Contract Manager |
01/28/16 3:40 pm |
Gilda Priebe, Partner E.C. Ortiz & Co. LLP |
No |
Ed Ortiz, Partner Elda Arriola, Manager E.C. Ortiz & Co., LLP |
Email: GbpriebeATecortiz.com ECOrtizATecortiz.com EBArriolaATecortiz.com rpusherwoodATauditor.illinois.gov |
|
Discussed Department of Insurance engagement for the two years ending June 30, 2016 with Ms. Priebe. Ms. Priebe indicated that E.C. Oritz & Co was interested in performing the engagement and that she was not aware of any conflicts of interest or independence issues that would affect them contracting with the OAG. Provided the early work budgeted amount, Ms. Priebe indicated they would have no problem completing that level of work prior to June 30, 2016 |
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