June2019
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 |
Date/time of contact |
Name and title of |
Registered |
Name and title |
Method of contact (oral
by phone, oral |
Approximate |
Provide a detailed
summary of the points made by each |
|
Donna Humphries, Manager IT |
06/03/2019 11:08 AM |
Joe w/ BENQ Projectors, sales |
No |
Gordon French, IS IV |
Phone: 714-559-4925 |
24 minutes |
Asked for details and prices on projectors |
|
Jeanne Michaud, Auditor V |
06/04/2019 09:20 AM |
Chad Lucas, Partner Sikich, LLP |
No |
Kelly Mittelstaedt, Auditor V, OAG, Megan Cochran, Director, Sikich, LLP |
Email: jmichaud-at-auditor.illinois.gov, Chad.Lucas-at-sikich.com, Kmittelstaedt-at-auditor.illinois.gov, megan.cochran-at-sikich.com |
Emails over the course of 73 minutes |
Notified Chad Lucas, Partner, Sikich, LLP that we accepted the hours and rates proposed by the firm for the 6/30/19 audits of ROE #1 and #21. |
|
Jeanne Michaud, Auditor V |
06/05/2019 12:21 PM |
Diana Smith, Partner West & Company, LLC |
No |
Alex Hagen, Partner, West & Company, LLC |
Email: jmichaud-at-auditor.illinois.gov, Dsmith--at-westcpa.com, AHagen-at-westcpa.com |
|
Received proposed hours and rates from Diana Smith, Partner at West & Company, LLC for the 6/30/19 audits of ROE #11, 12, 24, 31, 32, 39, 40, 45 and 54. |
|
Thomas L. Kizziah, Auditor V |
06/06/2019 06:03 AM |
Cathy Baumann, Partner KPMG LLP |
No |
Email: cbaumann-at-kpmg.com tkizziah-at-auditor.illinois.gov |
|
Cathy emailed me her proposal for the upcoming Illinois Housing Development Authority engagement for the year ended June 30, 2019. |
|
|
Thomas L. Kizziah, Auditor V |
06/06/2019 11:20 AM |
Cathy Baumann, Partner KPMG LLP |
No |
Jane Clark, Financial/Compliance Director - Office of the Auditor General |
Face to face meeting |
20 minutes |
Discussion regarding the hours, timing, scheduling and Authority challenges with regards to the upcoming engagement for the Illinois Housing Development Authority. Cathy will be providing an update to her originally submitted proposal based on our discussion. |
|
Donna Humphries, Manager IT |
06/10/2019 10:31 AM |
Margaret Getz |
No |
none |
Email: Margaret.GetzATwolterskluwer.com |
|
Completing FY20 annual contract |
|
Jeanne Michaud, Auditor V |
06/11/2019 15:09 PM |
Diana Smith, Partner West & Company, LLC |
No |
Phone: 217-235-4747 |
16 minutes |
Negotiated rates with Diana Smith, Partner at West & Company, LLC for the 6/30/19 audits of ROE #11, 12, 24, 31, 32, 39, 40, 45 and 54. |
|
|
Thomas L. Kizziah, Auditor V |
06/12/2019 11:41 AM |
Cathy Baumann, Partner KPMG LLP |
No |
Email: cbaumann-at-kpmg.com tkizziah-at-auditor.illinois.gov |
|
Cathy emailed me her revised propsal for the upcoming engagement for the Illinois Housing Development Authority. |
|
|
Thomas L. Kizziah, Auditor V |
06/12/2019 14:20 PM |
Cathy Baumann, Partner KPMG LLP |
No |
Phone: Cathy Baummann 312-665-8980 Thomas L. Kizziah 217-782-0816 |
5 minutes |
Called Cathy to let her know that our Office accepted her most recent proposal for the upcoming engagement for the Illinois Housing Development Authority. We discussed the timing for the execution of the contract and the related contract forms. |
|
|
Gordon French IS IV |
06/13/2019 08:51 AM |
Crystal Boyd, Sales - at - CDS Jason Contreras, Sales - at - Insight Jason Sturtewagen, Sales - at -CDW-G |
No |
cboydATcdsot.com Jason.ContrerasATinsight.com jasostuATcdwg.com |
|
Price quote on cartridge, HDD's, USB Hubs & surge protectors |
|
|
Gordon French IS IV |
06/13/2019 09:09 AM |
Melissa Rogow, Senior Account Manager Sami Khudair, Senior Account Executive |
No |
melissa.rogowATsolarwinds.com sami.khudairATsolarwinds.com |
|
Quote for annual renewal of support for solarwinds for FY20 |
|
|
Gordon French IS IV |
06/12/2019 09:40 AM |
Drew Granzeau, Sales Assoc. & Vince Andrews, Installation Supervisor w/ Sundown One |
No |
Donna Humphries, IT Manager |
Called (217-793-8888) and then in person and then via email (drew.granzeauATsundownone.com) |
7 minutes (phone) 20 minutes in person Email |
Had Sundown One do a "walk thru" for an estimate on a projector and screen for both training room & conference room |
|
Jeanne Michaud, Auditor V |
06/17/2019 08:59 AM |
Diana Smith, Partner West & Company, LLC |
No |
Email: jmichaud-at-auditor.illinois.gov, Dsmith-at-westcpa.com |
|
Notified Diana Smith, Partner at West & Company, LLC that the proposed hours and rates for the 6/30/19 audits of ROE #11, 12, 24, 31, 32, 39, 40, 45 and 54 had been accepted. |
|
|
Jeanne Michaud, Auditor V |
06/18/2019 15:03 PM |
Jennifer Roan, Partner Adelfia, LLC |
No |
Stella Santos, Partner, Afelfia, LLC |
Email: jmichaud-at-auditor.illinois.gov, jsroan-at-adelfiacpas.com, sbsantos-at-adelfia.com |
|
Received hours and rate from Jennifer Roan, Partner at Adelfia, LLC for the 6/30/19 audit of ROE #26 |
|
Jeanne Michaud, Auditor V |
06/18/2019 16:10 PM |
Jennifer Roan, Partner Adelfia, LLC |
No |
Phone: 312-240-9500 Jennifer Roan, 312-814-4097 Jeanne Michaud |
7 minutes |
Discussed hours and rates proposed by Adelfia, LLC for the 6/30/19 audit of ROE #26 with Jennifer Roan, Partner. |
|
|
Jeanne Michaud, Auditor V |
06/19/2019 11:47 AM |
Jennifer Roan, Partner Adelfia, LLC |
No |
Stella Santos, Partner, Afelfia, LLC |
Email: jmichaud-at-auditor.illinois.gov, jsroan-at-adelfiacpas.com, sbsantos-at-adelfia.com |
|
Emailed Jennifer Roan, Partner at Adelfia, LLC that we have approved the hours and rate proposed for ROE #26. |
|
Gordon French IS IV |
06/19/2019 11:30 AM |
CDW-G Online CDS online Insight Online |
No |
Donna Humphries, IT Manager |
Online at: www.cdwg.com www.cdsot.com www.insight.com |
Online |
Final quotes (FY19) for transceiver module, mouse pads cartridge and DVI/HDMI dongle cables |
|
Donna Humphries, Manager IT |
06/18/2019 11:30 AM |
Garrett Winslett, Dell Inside Acct Mgr. |
No |
Phone: 512-513-0350 - at -2:04PM Email: Garrett.WinslettATdell.com - at -3:26PM |
2 minutes (phone) Email |
Called about priceing on projectors, then Dell sent a quote. |
|
|
Joe Butcher, Performance Audit Director |
06/24/2019 08:42 AM |
Cory Nanus, FSA, EA |
No |
Email: |
|
Initiated contract process with Aon regarding the CTA reviews. Asked Cory to provide updated information on hours, fees, and personnel. |
|
|
Joe Butcher, Performance Audit Director |
06/24/2019 11:20 AM |
Cory Nanus, FSA, EA |
No |
Email: |
|
Cory responded that he would gather the information I requested and get back to me later. |
|
|
Janis Van Durme, Audit Manager |
06/06/2019 07:28 AM |
Tom Leach, Partner Sikich LLP |
No |
Phone: |
Phone - 5 minutes |
Discussed a new HFS FY18 financial audit contract amendment and revised dates. Agreed to move hours and amount to a Continuation contract. |
|
|
Janis Van Durme, Audit Manager |
06/11/2019 07:15 AM |
Tom Leach, Partner Sikich LLP |
No |
Email: |
|
Emailed Tom to let him know the HFS FY18 financial audit contract amendment and revised dates were approved by the OAG front office. I also gave him instructions on when to send it back to the OAG for signature. |
|
|
Janis Van Durme, Audit Manager |
06/13/2019 08:32 AM |
Tom Leach, Partner Sikich LLP |
No |
Email: |
|
Tom emailed to let me know he received theHFS FY18 financial audit contract amendment and revised dates and gave the time he would be sending them back to the OAG. |
|
|
Janis Van Durme, Audit Manager |
06/06/2019 06:45 AM |
Linda Abernethy, Partner RSM US LLP |
No |
Phone: |
Phone - 5 minutes |
Discussed a new DHS FY18 financial audit contract amendment and IDOR FY18 compliance examinaiton contract amendment and their respective revised dates. Agreed to move hours and amount to Continuation contracts. |
|
|
Janis Van Durme, Audit Manager |
06/10/2019 14:26 PM |
Linda Abernethy, Partner RSM US LLP |
No |
Barbara Jarocki, RSM US LLP Secretary/Assistant |
Email: |
|
Emailed Linda to let her know the DHS FY18 financial audit contract amendment and IDOR FY18 compliance examinaiton contract amendment and their respective revised dates were approved by the OAG front office. I also gave him instructions on when to send them back to the OAG for signature. |
|
Jeanne Michaud, Auditor V |
06/25/2019 17:10 PM |
Robert Arnholdt, Partner Doehring, Winders & Co. LLP |
No |
Email: |
|
Received proposed hours and rates from Robert Arnholt, Partner at Doehring, Winders & Co., LLP for the 6/30/19 audits of ROE #3, 20, 48 and 50. |
|
|
Jeanne Michaud, Auditor V |
06/26/2019 12:43 PM |
Robert Arnholdt, Partner Doehring, Winders & Co. LLP |
No |
Email: |
Emails over the course of 70 minutes |
I emailed Robert a question and about the proposed hours and rate for the 6/30/19 audit of ROE #48 and received a response. |
|
|
Jeanne Michaud, Auditor V |
06/26/2019 16:32 PM |
Robert Arnholdt, Partner Doehring, Winders & Co. LLP |
No |
Email: |
Emails over the course of 6 minutes |
I emailed Robert to let him know we approved the hours and rates his firm proposed for the 6/30/19 audits of ROE #3, 20, 48 and 50. |
|
|
Jim Dahlquist |
06/27/2019 14:14 PM |
John Gioeli, Director, Gov’t Programs, Becker Professional Education |
No |
None |
Email:
jdahlquist-at-auditor.illinois.gov |
|
Renewal documents from Becker’s On Demand and Webcast subscription program. |
|
Joe Butcher, Performance Audit Director |
06/28/2019 12:42 PM |
Cory Nanus, FSA, EA |
No |
Bridget Gainer, Aon Consulting Inc., Actuarial Associate |
Email: |
|
Cory provided updated information on hours, fees, and personnel as previously requested. |
|
Kathy Lovejoy, Auditor V |
06/04/2019 10:45 AM |
Josh Ayers, Partner, BDO USA |
No |
Email: jayers-bdo.com klovejoy-auditor-illinois.gov |
|
Provided contract disclosures for review and signature |
|
|
Kathy Lovejoy, Auditor V |
06/13/2019 15:10 PM |
Josh Ayers, Partner, BDO USA |
No |
Email: jayers-bdo.com klovejoy-auditor-illinois.gov |
|
Receieved signed contract disclosures |