January 2017

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	1/3/17  9:08AM	CDS: Insight: CDWG: TigerDirect: Novanis:	No	Crystal Boyd Jason Contreras Gus Monson Heather Slager Walter Meek All individuals are sales representatives	cboydATcdsot.com Jason.ContrerasATinsight.com / brooks.barthelATinsight.com www.cdwg.com Heather.SlagerATtigerdirect.com Walter.MeekATnovanis.com	Email Email Email Email Email	Requested quote on server hard drive
Sara Metzger, Compliance V	1/25/17 9:43am	William Sarb, Senior Manager, RSM US LLP; Reddy Bommareddi, Director, CLA; Janice Romack, Partner, West & Company; Jennifer Roan, Partner, Adelfia	No	N/A	Email: SmetzgerAauditor.illinois.gov Bill.sarbArsmus.com Reddy.bommareddiAclaconnect.com jromackAwestcpa.com jsroanAadelfiacpsa.com	email	Informing participants from Department of Agriculture RFP 17-4 vendor conference that an amended document for RFP 17-4 has been placed on the OAG website.
Gordon French IS IV	1/25/17  1:32PM	Dell James Carranco	No		James.L.CarrancoATdell.com	Email	Requested quote on Dell laptops
Daniel J. Nugent, Senior Audit Manager	01/31/2017 2:00 p.m.	Dan Sethness, Manager; RSM US LLP Leilani Rodrigo, Partner; E. C. Ortiz & Co., LLP Jennifer Roan, Partner; Adelfia, LLC Mike Hillary, Partner; CliftonLarsonAllen, LLP	No	Heather Powell, Managing Director; BKD, LLP (predecessor auditor) JoEllen Bahnsen, Senior Associate Comptroller; Illinois State University John Baur, Associate Vice President for Research and Graduate Studies; Illinois State University Jason Wagoner, Director of Research and Sponsored Programs; Illinois State University Rob Blemler, Director of Internal Audit; Illinois State University Erika Jones, Accounting Associate; Illinois State University Jana Albrecht, Associate Vice President for Enrollment Management; Illinois State University Lisa Haas, Grants Accounting Director; Illinois State University Bridget Curl, Interim Director of Financial Aid; Illinois State University Kevin Crouse, Information Security Officer; Illinois State University	In-Person Vendor Conference Illinois State University Alumni Center – Room 116 1101 N. Main Street; Normal, Illinois 61761 2:00 p.m. on January 31, 2017	30 minutes	Mr. Nugent led a discussion among the potential bidders attending the vendor conference about the scope and timing of the Fiscal Year 2017 and Fiscal Year 2018 engagements of the University.  We discussed the U.S. Department of Education’s proposed 14^th Special Test and Provision for the Student Financial Aid Cluster and how that may impact the University’s Single Audit.  Afterwards, Ms. Bahnsen gave a general overview of the functions of the University Comptroller’s responsibilities for coordinating the annual engagement and the resources provided to the external auditors by the University while the auditors perform the annual engagement.  The forum was then opened for questions and comments from the potential bidders with the University’s response.  After the bidders had no remaining questions for the University, the vendor conference was concluded.