November 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

 11/17/17

11:48AM

Gus Monson: Sales @ CDWG

Ron Clark: Sales @ CDS

 No

 N/A

Email: gusATcdw.com

 

Online: http://www.cdsot.com/

 Email

 

Online

 Price quote on cartridges, labels, flash drives & DVI cables

 Jeanne Michaud, Auditor IV

11/20/17

12:07AM

Colleen Porter, Manager McGreal & Company, PC

Michael P. Morrissey, Partner

McGreal & Company, PC

No

N/A

Email:

Colleen Porter

Colleenp-at-mcgreal.com

Jeanne Michaud

Jmichaud-at-auditor.illinois.gov

Letter:  Michael P. Morrissey

 N/A

Received an e-mail from Colleen Porter, Manager at McGreal & Company, PC.  Attached was a letter from Michael P. Morrissey, Partner at McGreal & Company, PC containing the proposed hours and rates for the 6/30/17 audit of ROE #56 Will County.

 Jeanne Michaud, Auditor IV

11/21/17

1:33PM

Michael P. Morrissey, Partner

McGreal & Company, PC

No

N/A

 E-mail:

Jeanne Michaud

Jmichaud-at-auditor.illinois.gov

Mikem-at-mcgreal.com

Michael Morrissey

 N/A

E-mailed Michael P. Morrissey, Partner at McGreal & Company, PC with a counter offer for the 6/30/17 audit of ROE #56 Will County.

 Jeanne Michaud, Auditor IV

11/21/17

1:53PM

Michael P. Morrissey, Partner

McGreal & Company, PC

No

N/A

E-mail:

Jeanne Michaud

Jmichaud-at-auditor.illinois.gov

Mikem-at-mcgreal.com

Michael Morrissey

N/A

Received an e-mail from Michael P. Morrissey, Partner at McGreal & Company, PC accepting our counter offer of proposed hours and rates for the 6/30/17 audit of ROE #56 Will County.

 Jeanne Michaud,

Auditor IV

11/21/17

1:53PM

Michael P. Morrissey, Partner

McGreal & Company, PC

No

N/A

E-mail:

Jeanne Michaud

Jmichaud-at-auditor.illinois.gov

Michael Morrissey

Mikem-at-mcgreal.com

N/A

Sent an e-mail response to Michael P. Morrissey, Partner at McGreal & Company, PC confirming our negotiated contract amount for the 6/30/17 audit of ROE #56 Will County.

 Jeanne Michaud,

Auditor IV

11/21/17

2:02PM

Colleen Porter, Manager

McGreal & Company, PC

No

N/A

E-mail:

Colleen Porter

Colleenp-at-mcgreal.com

Michael Morrissey

Mikem-at-mcgreal.com

Jeanne Michaud

Jmichaud-at-auditor.illinois.gov

Letter:

Michael P. Morrissey

 N/A

Received an e-mail from Colleen Porter, Manager at McGreal & Company PC.  Attached was a letter from Michael P. Morrissey, Partner at McGreal & Company, PC containing the updated proposed hours and rates for the 6/30/17 audit of Will County ROE #56 negotiated on 11/21/17.

Gordon French

IS IV

11/17/17

3:57PM

JP Wilson: Sales @ ASI Systems, Inc.

 No

 N/A

Email: jpwilsonATasisystem.com

 Email

 Price quote on HPE Server and accessories & MS server license w/ CALs

Gordon French

IS IV

11/21/17

12:13PM

Brandon Engel: Sales @ MicroFocus

 No

 N/A

Email: brandoneATmicrofocus.com

 Email

 Quote for annual “Reload” for Groupwise support.

Sara Metzger, Audit Manager

11/20/17

10am

Amy Sherwood, Partner

Sikich LLP

 No

 N/A

Telephone:

Sara Metzger 217-785-2982

Amy Sherwood 217-793-3363

3 minutes

  Inquired with Ms. Sherwood as to the firm’s interest and independence for performing consulting services related to the FY2017 Statewide CAFR.  Ms. Sherwood stated Mr. Fred Lantz is interested and they are not aware of any independence issues.

Gordon French

IS IV

 11/28/17

3:23PM

Gus Monson: Sales @ CDWG

 No

 N/A

Email: gusATcdw.com

 

 

 Email

 Price quote on Eaton UPS Battery