August 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 |
08/10/17 1:54PM |
Britton Johnson– Sales exec. FoxIt Software |
No |
N/A |
Email: britton_johnsonATfoxitsoftware.com |
N/A |
Price quote on what a 100 copies of FoxIt Phantom PDF Full Version |
|
Lisa Warden Auditor V |
8/7/17 3:29pm |
Jennifer Roan, Partner Adelfia LLC |
No |
Stella Santos, Managing Partner Adelfia LLC |
Email: jsroan-at-adelfiacpas.com Lwarden-at-auditor.illinois.gov |
N/A |
Firm submitted informal proposal on financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending 12/31/17. |
|
Lisa Warden Auditor V |
8/9/17 11:41am |
Robert Arnholt, Partner Doehring, Winders & Co., LLP |
No |
N/A |
US mail |
N/A |
Received informal proposal on the financial and compliance audit of Illinois Board of Admissions to the Bar for the two years ending 9/30/17. |
|
Lisa Warden Auditor V |
8/10/17 10:52am |
Robert Arnholt, Partner Doehring, Winders & Co., LLP |
No |
N/A |
Robert Arnholt: 217-235-0377 Lisa Warden: 217-782-9307 |
22 minutes |
Discussed details of informal proposal on financial and compliance audit of Illinois Board of Admissions to the Bar for the two years ending 9/30/17. |
|
Lisa Warden Auditor V |
8/10/17 1:08pm |
Robert Arnholt, Partner Doehring, Winders & Co., LLP |
No |
N/A |
Email: Robert Arnholt: rarnholt-at-dwcocpa.com L.Warden: lwarden–at–auditor.illinois.gov |
N/A |
OAG manager requested additional information for the informal proposal on the financial and compliance audit of Illinois Board of Admissions to the Bar for the two years ending 9/30/17. |
|
Lisa Warden Auditor V |
8/10/17 1:27pm |
Robert Arnholt, Partner Doehring, Winders & Co., LLP |
No |
Matt Clarkson, Audit Manager, Doehring, Winders & Co., LLP |
Email: Robert Arnholt: rarnholt-at-dwcocpa.com L.Warden: lwarden–at–auditor.illinois.gov M. Clarkson: mclarkson-at-dwcocpa.com |
N/A |
Firm submitted requested additional information for the financial and compliance audit of Illinois Board of Admissions to the Bar for the two years ending 9/30/17. |
|
Lisa Warden Auditor V |
8/10/17 11:30am |
Jennifer Roan, Partner Adelfia LLC |
No |
N/A |
Jennifer Roan: 312-240-9500 Lisa Warden: 217-782-9307 |
31 minutes |
Discussed details of informal proposal on financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending 12/31/17. |
|
Donna Humphries Auditor V |
8/10/17 11:35am |
Tim Rollins, owner Veris |
No |
N/A |
Tim Rollins: 800 681 -8933 |
10 minutes |
Discussed receiving death record data from Veris, requested price quote and information on data |
|
Lisa Warden Auditor V |
8/14/17 1:13am |
Jennifer Roan, Partner Adelfia LLC |
No |
N/A |
Email: jsroan-at-adelfiacpas.com Lwarden-at-auditor.illinois.gov |
N/A |
Received additional information for informal proposal on financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending 12/31/17. |
|
Lisa Warden Auditor V |
8/14/17 11:00am |
Jennifer Roan, Partner Adelfia LLC |
No |
N/A |
Jennifer Roan: 312-240-9500 Lisa Warden: 217-782-9307 |
45 minutes |
Discussed hours, rate, and timetable and outstanding information needed re: informal proposal on financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending 12/31/17. |
|
Lisa Warden Auditor V |
8/14/17 11:53am |
Jennifer Roan, Partner Adelfia LLC |
No |
N/A |
Email: jsroan-at-adelfiacpas.com Lwarden-at-auditor.illinois.gov |
N/A |
Received additional information for informal proposal on financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending 12/31/17. |
|
Lisa Warden Auditor V |
8/14/17 12:18pm |
Robert Arnholt, Partner Matt Clarkson, Manager Doehring, Winders & Co.,LLP |
No |
N/A |
Email: Robert Arnholt: rarnholt-at-dwcocpa.com Matt Clarkson: mclarkson-at-dwcocpa.com L.Warden: lwarden–at–auditor.illinois.gov |
N/A |
OAG manager requested additional information for the informal proposal on the financial and compliance audit of Illinois Board of Admissions to the Bar for the two years ending 9/30/17. |
|
Lisa Warden Auditor V |
8/14/17 3:58pm |
Jennifer Roan, Partner Adelfia LLC |
No |
N/A |
Email: jsroan-at-adelfiacpas.com Lwarden-at-auditor.illinois.gov |
N/A |
Received additional information for informal proposal on financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending 12/31/17. |
|
Lisa Warden Auditor V |
8/15/17 12:56am |
Jennifer Roan, Partner Adelfia LLC |
No |
N/A |
Email: jsroan-at-adelfiacpas.com Lwarden-at-auditor.illinois.gov |
N/A |
Received additional information for informal proposal on financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending 12/31/17. |
|
Lisa Warden Auditor V |
8/15/17 10:33am |
Matt Clarkson, Manager Doehring, Winders & Co., LLP |
No |
N/A |
Email: Matt Clarkson: mclarkson-at-dwcocpa.com L.Warden: lwarden–at–auditor.illinois.gov |
N/A |
Received additional information for the informal proposal on the financial and compliance audit of Illinois Board of Admissions to the Bar for the two years ending 9/30/17. |
|
Lisa Warden Auditor V |
8/15/17 11:33am |
Matt Clarkson, Manager Doehring, Winders & Co., LLP |
No |
N/A |
Email: Matt Clarkson: mclarkson-at-dwcocpa.com L.Warden: lwarden–at–auditor.illinois.gov |
N/A |
Received additional information for the informal proposal on the financial and compliance audit of Illinois Board of Admissions to the Bar for the two years ending 9/30/17. |
|
Donna Humphries Auditor V |
8/15/17 3:29pm |
Tim Rollins, owner Veris |
No |
N/A |
Email:Tim Rollins: tjrollins-at-veris.com |
N/A |
Answered question regarding death master file. |
|
Donna Humphries Auditor V |
8/17/17 3:01pm |
Tim Rollins, owner Veris |
No |
N/A |
Email:Tim Rollins: tjrollins-at-veris.com |
N/A |
Answered additional questions and finalized details regarding death master file. |
|
Kelly Mittelstaedt Auditor V |
8/24/17 9:50am |
Colleen Porter, Manager McGreal & Company, PC Tom McGreal, Partner McGreal & Company, PC |
No |
N/A |
Email: Colleen Porter:colleen-at-mcgreal.com Kelly Mittelstaedt:kmittelstaedt-at-auditor.illinois.gov Letter: Tom McGreal |
N/A |
Received an e-mail from Colleen Porter, Manager at McGreal and Company. Attached was a letter from Tom McGreal, Partner at McGreal and Company containing the proposed hours and rates for the 6/30/17 audit of ROE #16 DeKalb County. |
|
Kelly Mittelstaedt, Auditor V |
8/25/17 1:37pm |
Dawn Carlson, Partner Sulaski & Webb, CPAs |
No |
N/A |
Email: Dawn Carlson: dcarlson-at-sulaskiwebbcpa.com Kelly Mittelstaedt: kmittelstaedt-at-auditor.illinois.gov |
N/A |
Received an e-mail from Dawn Carlson, Partner at Sulaski & Webb, CPAs containing the proposed hours and rates for the 6/30/17 audit of ROE #35 LaSalle County. |
|
Jeanne Michaud, Auditor IV |
8/28/17 10:00am |
Dawn Carlson, Partner Sulaski & Webb, CPAs |
No |
N/A |
Dawn Carlson 309-828-6071 Jeanne Michaud 312-814-4097 |
4 minutes |
Called Dawn Carlson, Partner at Sulaski & Webb CPA’s to discuss the hours and rates proposed for the audit of ROE #35 LaSalle County. |
|
Jeanne Michaud, Auditor IV |
8/28/17 10:08am |
Dawn Carlson, Partner Sulaski & Webb, CPA’s |
No |
N/A |
Email: Dawn Carlson: dcarlson-at-sulaskiwebbcpa.com Jeanne Michaud: jmichaud-at-auditor.illinois.gov |
N/A |
Received an e-mail from Dawn Carlson, Partner at Sulaski & Webb, CPAs containing revised proposed hours and rates for the 6/30/17 audit of ROE #35 LaSalle County. |
|
Jeanne Michaud, Auditor IV |
8/28/17 1:07pm |
Tom McGreal, Partner McGreal & Company, PC |
No |
Collen Porter, Manager McGreal & Company, PC |
Email: Tom McGreal: tommcgreal-at-mcgreal.com Colleen Porter: colleen-at-mcgreal.com Jeanne Michaud: jmichaud-at-auditor.illinois.gov |
N/A |
Sent an e-mail to Tom McGreal, Partner at McGreal & Company, PC to notifiy him that we approved the hours and rate proposed for the 6/30/17 audit of ROE #16 DeKalb County. |
|
Jeanne Michaud, Auditor IV |
8/28/17 1:10pm |
Dawn Carlson, Partner Sulaski & Webb, CPA’s |
No |
N/A |
Email: Dawn Carlson: dcarlson-at-sulaskiwebbcpa.com Jeanne Michaud: jmichaud-at-auditor.illinois.gov |
N/A |
Sent an e-mail to Dawn Carlson, Partner at Sulaski & Webb, CPA’s to notify her that we approved the hours and rate proposed for the 6/30/17 audit of ROE #35 LaSalle County. |
|
Gordon French IS IV |
08/30/17 1:15PM |
Aivy Nguyen: HP Sales Gus Monson: CDW-G Sales Jason Contreras: Insight Sales JP Wilson: ASI Sales |
No |
N/A |
Email: aivy.nguyenAThp.com Email: gusmATcdw.com Email:Jason.ContrerasATinsight.com Email: JPWilsonATasisystem.com |
N/A |
Price quote on 48 port PoE Switch & Stacking Module |
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