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 Email 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
Email 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
Email 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 Email 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
Email 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
Email 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 Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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.