October 2018

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 of 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

 

10/01/2018

2:40 PM

CDW-G: Jason Sturtewagen, Acct sales

Insight: Jason Contreras, Acct sales

CDS: Online

Crucial: Online

 

 

No

 

 

N/A

jasostu-at-cdwg.com

 

jason.contreras-at-insight.com

 

cboyd-at-cdsot.com

crucialgoved-at-micron.com

Email

 

Email

 

Online

Online

 

 

Price quote on Solid State drives.

 

 

 

 

Gordon French,

IS IV

 

10/02/2018

3:12 PM

CDW-G: Jason Sturtewagen, Acct sales

Insight: Jason Contreras, Acct sales

CDS: Online

 

 

No

 

 

N/A

jasostu-at-cdwg.com

 

jason.contreras-at-insight.com

 

cboyd-at-cdsot.com

Email

 

Email

 

Online

 

Price quote HP server hard drive 600gb 10k SAS SFF

and an HPE SAS Internal Server Cable Kit

 

 Janis Van Durme,

Audit Manager

10/2/18

3:43 PM

Jennifer Roan,

Partner Adelfia

 No

N/A

jvandurme-at-auditor.illinois.gov

jsroan-at-adelfiacpas.com

Email 

Ms. Roan sent proposed dates for the ICJIA FY16/17 Compliance Examination report as another amendment will need to be made to the timetable.

 

 Janis Van Durme,

Audit Manager

10/9/18

8:30 AM

Jennifer Roan,

Partner Adelfia

 No

N/A

Oral – In Person

 1 minute

Ms. Roan dropped off the firm’s final version of the next amendment for the ICJIA FY16/17 Compliance Examination Report.

 

 

Gordon French,

IS IV

10/16/2018

1:57 PM

Dell Marketing: Stephen Bone, Acct mgr.

No

N/A

Stephen.Bone-at-dell.com

Email

 

Price quote on Dell desktops.

 

 Sara Metzger,

Audit Manager

 10/15/18

7:35 AM

 Amy Sherwood,

Partner Sikich

No

N/A

 Oral by phone

Sara Metzger: 217-785-2982

Amy Sherwood: 217-793-3363

3 minutes 

Discussed independence and interest for Sikich to perform State Employees Deferred Compensation audit and for Fred Lantz to perform CAFR Consulting work.

 

 

 Jim Dahlquist,

Sr. Adm. Mgr.

10/26/18

1:30 PM

 Julie Mester, Customer Service Account Manager, Accurate Biometrics

 No

 N/A

 Oral by phone

Jim Dahlquist (217) 785-2642

 5 minutes

 Discussed issue that Central Management Services will no longer be contracting with Accurate Biometrics for fingerprint services.

 

 

 Jim Dahlquist,

Sr. Adm. Mgr.

10/26/18

2:13 PM

 Julie Mester, Customer Service Account Manager, Accurate Biometrics

 No

 N/A

 jmester-at-accuratebiometrics.com

 Email

 Process for OAG to retain Accurate Biometrics as a fingerprint provider.

 

 

 Sara Metzger,

Audit Manager

10/15/18

2:45pm

Amy Sherwood,

Partner Sikich

No

N/A

 Amy.sherwood-at-sikich.com

Smetzger-at-auditor.illinois.gov

email 

Sent email requesting informal proposal for CAFR consulting contract

 

 

 Sara Metzger,

Audit Manager

10/15/18

2:46pm

Amy Sherwood,

Partner Sikich

No

N/A

 Amy.sherwood-at-sikich.com

Smetzger-at-auditor.illinois.gov

email 

 Sent Welcome Letter for State Employees Deferred Compensation audit to Ms. Sherwood.

 

 

 Sara Metzger,

Audit Manager

 10/19/18

11:09am

Amy Sherwood,

Partner Sikich

No

N/A

 Amy.sherwood-at-sikich.com

Smetzger-at-auditor.illinois.gov

email 

 Received informal proposal for CAFR consulting contract

 

 

  Sara Metzger,

Audit Manager

 10/25/18

7:32am

Amy Sherwood,

Partner Sikich

No

N/A

 Amy.sherwood-at-sikich.com

Smetzger-at-auditor.illinois.gov

email 

 Received informal proposal for State Employees Deferred Compensation audit