June 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. |
Kelly Mittelstaedt, Audit Manager |
6/10/16 8:30 am |
Kelly Mittelstaedt, Audit Manager, Office of the Auditor General |
No |
Robert Arnholt, Partner, Doehring Winders & Company Tami Knight, Partner, Kemper CPA Group Diana Smith, Partner, West & Company, Chad Lucas, Partner, Sikich Richard Winkel, Managing Principal, Winkel Parker and Foster, Kristyl McDaniel, Manager, Winkel Parker & Foster. |
kmittelstaedtATauditor.illinois.gov RarnholtAT dwcocpa.com tknightATkcpag.com dsmithATwestcpa.com clucasAT sikich.com rwinkelATwpf-cpa.com KMcDanielATwpf-cpa.com |
N/A |
I informed all of these firms that contract hours and hourly rates proposed on continuing ROE contracts were approved by the Office and they could prepare and send in the contacting documents. |
Gordon French IS IV |
6/13/16 2:43pm |
JP Wilson ASI Systems |
No |
n/a |
Email: JPWilsonATasisystem.com |
|
Asked for quote on office antivirus (Sophos) |
Gordon French IS IV |
6/16/16 10:33pm |
Micron Consumer Products Group (Crucial) Tiffanie Browning |
No |
n/a |
Email: crucialgovedATmicron.com |
|
Asked for quote for 9 SODIMM Memory sticks |
Gordon French IS IV |
6/16/16 12:13pm |
Unitrends Craig Carmichael |
No |
n/a |
Email: ccarmichaelATunitrends.com |
|
Asked for quote on our Unitrends Backup annual maintenance premium license support. |
Gordon French IS IV |
6/16/16 1:11pm |
GWAVA Brandon Engel |
No |
n/a |
Email: brandoneATgwava.com |
|
Asked for quote on our GWAVA for exchange/smtp annual maintenance premium license support. |
Kathy Lovejoy Audit Manager |
6/14/16 2:09 pm |
Kathy Lovejoy, Audit Manager |
No |
Mike Hillary, Partner, CLA. |
klovejoyATauditor.illinois.gov Mike.HillaryATclaconnect.com |
|
Information regarding EIU’s IS Review. |
Kathy Lovejoy, Audit Manager |
6/21/16 3:10 pm |
Mike Hillary, Partner, CLA |
No |
n/a |
Phone: Mike Hillary 309/495-8720 Kathy Lovejoy 217/782-6046 |
Phone call-10 minutes |
To discuss the EIU IS Review scope and budget. |
Kathy Lovejoy Audit Manager |
6/21/16 4:26 pm |
Kathy Lovejoy, Audit Manager |
No |
Mike Hillary, Partner, CLA |
klovejoyATauditor.illinois.gov Mike.HillaryATclaconnect.com |
|
Followup to conversation regarding EIU’s IS Review scope and budget. |
Kathy Lovejoy Audit Manager |
6/21/16 |
Kathy Lovejoy, Audit Manager |
No |
Josh Ayers, Director, BDO USA LLP |
Phone Kathy Lovejoy-217/782-6046 Josh Ayers-314/889-1178 |
10 minutes |
Discussed the contract for consulting on the DOIT FY 17 SOC engagement. |
Kathy Lovejoy, Audit Manager |
6/23/16 7:06 am |
Kathy Lovejoy, Audit Manager |
No |
Mike Hillary, Partner, CLA |
klovejoyATauditor.illinois.gov Mike.HillaryATclaconnect.com |
|
Provided additional information to firm related to EIU’s IS Review scope and budget. |
Kathy Lovejoy, Audit Manager |
6/23/16 11:11am |
Mike Hillary, Partner, CLA |
No |
n/a |
klovejoyATauditor.illinois.gov Mike.HillaryATclaconnect.com |
|
Provided additional information related to CLA staff performing EIU’s IS Review. |
Kathy Lovejoy, Audit Manager |
6/27/16 4:24 pm |
Kathy Lovejoy, Audit Manager |
No |
Mike Hillary, Partner, CLA |
klovejoyATauditor.illinois.gov Mike.HillaryATclaconnect.com |
|
Email stating contract had been overnighted to firm. |
Kathy Lovejoy, Audit Manger |
6/28/16 9:59 am |
Mike Hillary, Partner, CLA |
No |
n/a |
klovejoyATauditor.illinois.gov Mike.HillaryATclaconnect.com |
|
Email from firm stating contract had been signed and returned to the OAG. |
|
|
|
|
|
|
|
|