July2019.htm

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

07/02/2019 10:20 AM

John Gioeli, Director, Gov’t Programs, Becker Professional Education

No

None

Phone: 703-631-8840

40 minutes

Discussed new on-line course contract, features and services.

Jim Dahlquist
Sr Adm Mgr

07/02/2019 11:21 AM

John Gioeli, Director, Gov’t Programs, Becker Professional Education

No

None

Email: jdahlquist-at-auditor.illinois.gov
jgioeliATbecker.com

Email

Renewal documents from Becker’s On Demand and Webcast subscription program.

Jeanne Michaud
Auditor V

07/24/2019 16:12 PM

Mike Morrissey, Partner Mcgreal and Company, PC

No

None

Email: jmichaud-at-auditor.illinois.gov
mikem-at-mcgreal.com

Email

Received proposed hours and rates from Mike Morrissey, Partner at McGreal and Company, PC for the 6/30/19 audits of ROE #'s 16 and 56

Jeanne Michaud
Auditor V

07/25/2019 11:36 AM

Mike Morrissey, Partner Mcgreal and Company, PC

No

None

Email: jmichaud-at-auditor.illinois.gov
mikem-at-mcgreal.com

Email

Emailed Mike Morrissey, Partner at McGreal and Company, PC to let him know the hours and rates proposed by the firm for the 6/30/19 audits of ROE #'s 16 and 56 were accepted.

Jeanne Michaud
Auditor V

07/26/2019 08:56 AM

Tami Knight, Partner Kemper CPA Group, LLP

No

Kimberly Walker, Partner
Kemper CPA Group, LLP

Email: jmichaud-at-auditor.illinois.gov
tknight-at-kempercpa.com
kwalker-at-kempercpa.com

Email

Received proposed hours and rates from Tami Knight, Partner at Kemper CPA Group, LLP for the 6/30/19 audits of ROE #'s 9, 41, 53 and ISC #'s 1 and 4.

Jeanne Michaud
Auditor V

07/26/2019 09:37 AM

Tami Knight, Partner Kemper CPA Group, LLP

No

Kimberly Walker, Partner
Kemper CPA Group, LLP

Email: jmichaud-at-auditor.illinois.gov
tknight-at-kempercpa.com
kwalker-at-kempercpa.com

Emails over the course of 136 minutes

Emailed questions to Tami Knight, Partner at Kemper CPA group about proposed hours and rates submitted for the 6/30/19 ROE/ISC audits. Received a revised spreadsheet with proposed hours and rates for 6/30/19 ROE #'s 9, 30, 41, 53 and ISC #'s 1 and 4.

Jeanne Michaud
Auditor V

07/29/2019 13:14 PM

Tami Knight, Partner Kemper CPA Group, LLP

No

Email: jmichaud-at-auditor.illinois.gov
tknight-at-kempercpa.co

Email

Emailed Tami Knight, Partner at Kemper CPA group to let her know the hours and rates proposed by the firm for the 6/30/19 ROE/ISC audits of ROE #'s 9, 30, 41, 53 and ISC #'s 1 and 4 were accepted.

Donna Humphries IT Manager

07/30/2019 14:11 PM

Jason Edwards w/ WaveCrest

No

None

Email: jedwardsATwavecrest.net Phone: 321-953-5351

Email Phone (10 minutes)

Request info & quote on CyFin VM software