November 2019
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 V | 11/05/2019 14:29 PM | Fred Bascom, sales - at - CDS Jason Contreras, sales - at - Insight Jason Sturtewagen, sales - at - CDW-G | No | fbascoATcdsot.com jasostuATcdwg.com Jason.ContrerasATinsight.com | Asked for quote on Panasonic PRI card & VOIP phones & licenses. (Received quote on 11/6/19 from CDS only) Also worked with Fred on doing a contract for support. | ||
Jeanne Michaud, Auditor V | 11/06/2019 15:09 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia, LLC Mavie B. Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Jennifer Roan, Partner requesting additional hours for the 6/30/19 audit of ROE 33. | |
Jeanne Michaud, Auditor V | 11/06/2019 15:24 PM | Dawn Carlson, Partner, MCK | No | Email: dcarlson-at-mckcpa.com jmichaud-at-auditor.illinois.gov |
Received proposed hours and rate for the 6/30/19 audit of ROE #35 from Dawn Carlson, Partner at MCK. | ||
Gordon French, IS V | 11/07/2019 13:13 PM | CDS Online Jason Contreras, sales - at - Insight Jason Sturtewagen, sales - at - CDW-G | No | https://usm.channelonline.com jasostuATcdwg.com Jason.ContrerasATinsight.com | Price quote on cartridges, HDMI cables, etc & KVM switch, etc. (received quote from all 3 vendors on 11/8/19) | ||
Jeanne Michaud, Auditor V | 11/12/2019 13:11 PM | Matt Beran, Partner, Lauterbach & Amen | No | Tim Gavin, Senior Manager Lauterbach & Amen | Email: mberan-at-lauterbachamen.com tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 17 minutes | Negotiated hours and rate for the 6/30/18 audit of ROE #34 with Matt Beran, Partner at Lauterbach and Amen. |
Jeanne Michaud, Auditor V | 11/12/2019 15:48 PM | Dawn Carlson, Partner, MCK | No | Email: dcarlson-at-mckcpa.com jmichaud-at-auditor.illinois.gov |
Notified Dawn Carlson, Partner at MCK that the hours and rate proposed for the 6/30/19 audit of ROE #35 were approved. | ||
Jeanne Michaud, Auditor V | 11/12/2019 15:50 PM | Matt Beran, Partner, Lauterbach & Amen | No | Tim Gavin, Senior Manager Lauterbach & Amen | Email: mberan-at-lauterbachamen.com tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Notified Matt Beran Partner at Lauterbach & Amen that the hours and rate proposed for the 6/30/18 audit of ROE #34 were approved. | |
Gordon French, IS V | 11/19/2019 09:54 AM | Brian O'donnell, sales with Microfocus | No | email: Brian.ODonnellATmicrofocus.com | Request price quote for Reload for Retain (Groupwise) | ||
Gordon French, IS V | 11/19/2019 14:30 PM | Alex Leene, HPE sales Crystal Boyd, CDS sales Dave Klopack, ASI sales Jason Contreras, Insight Sales Jason Sturtewagen, CDW-G Sales | No | alex.leene-at-hpe.com; cboyd-at-cdsot.com; dklopack-at-goagilant.com; Jason.Contreras-at-insight.com; jasostu-at-cdwg.com |
Request price quote on an HP Server configuration | ||
Janis Van Durme, Audit Manager | 11/21/2019 11:45 AM | Linda Abernethy, RSM US LLP Partner | No | Jacob Bender and Ryan Caldwell, RSM Managers | Linda.Abernethy-at-rsmus.com Ryan.Caldwell-at-rsmus.com Jacob.Bender-at-rsmus.com jvandurme-at-auditor.illinois.gov |
Linda emailed me proposed revised dates to the DHS FY19 financial statement audit timetable. | |
Janis Van Durme, Audit Manager | 11/22/2019 13:52 PM | Tom Leach, Sikich LLP Partner | No | Tom.Leach-at-sikich.com jvandurme-at-auditor.illinois.gov |
Tom emailed me proposed revised dates to the HFS FY19 financial statement audit timetable. | ||
Janis Van Durme, Audit Manager | 11/25/2019 14:29 PM | Tom Leach, Sikich LLP Partner | No | Tom.Leach-at-sikich.com jvandurme-at-auditor.illinois.gov |
I emailed Tom revised proposed dates to the HFS FY19 financial statement audit timetable. | ||
Janis Van Durme, Audit Manager | 11/25/2019 14:34 PM | Linda Abernethy, RSM US LLP Partner | No | Jacob Bender and Ryan Caldwell, RSM Managers | Linda.Abernethy-at-rsmus.com Ryan.Caldwell-at-rsmus.com Jacob.Bender-at-rsmus.com jvandurme-at-auditor.illinois.gov |
I emailed Linda revised proposed dates to the DHS FY19 financial statement audit timetable. | |
Janis Van Durme, Audit Manager | 11/25/2019 14:37 PM | Tom Leach, Sikich LLP Partner | No | Tom.Leach-at-sikich.com jvandurme-at-auditor.illinois.gov |
Tom approved the revised proposed dates to the HFS FY19 financial statement audit timetable. | ||
Jeanne Michaud, Auditor V | 11/26/2019 14:05 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia, LLC Mavie B. Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 45 minutes. | Received e-mail from Jennifer Roan, Partner with a revised timetable for the 6/30/19 audit of ROE 33. Negotiated dates. |
Jeanne Michaud, Auditor V | 11/26/2019 15:33 PM | Stella Santos, Partner, Adelfia LLC | No | Jennifer Roan, Partner, Adelfia, LLC Mavie B. Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Stella Santos, Partner with a revised timetables for the 6/30/19 audits of ROE 17,26,28,33 and 44. |