August 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. |
|---|---|---|---|---|---|---|---|
| Donna Humphries IT Manager | 08/06/2019 09:00 AM | Lucas Potter, Sales with Comcast Business | No | Gordon French, IS IV | Email: Lucas_PotterATcomcast.com and phone # (224) 229-4086 | Email and 18 minutes | Talked about pricing for Fiber connection |
| Gordon French, IS IV | 08/15/2019 12:49 PM | Jason Contreras, Insight Sales Jason Sturtewagen, CDW-G Sales CDS Office Techologies | No | Email: Jason.Contrerasatinsight.com Email: jasostuatcdwg.com Online: usm.channelonline.com/cds | Email and 18 minutes | Request price quotes on cartridges/scanners & cables | |
| Gordon French, IS IV | 08/20/2019 09:29 AM | Cheryl, Sales at serversupply | No | Phone: 800-778-7759 Email: cherylATserversupply.com | Email and 6 minutes | Quote on server part for our main server | |
| Thomas L. Kizziah Audit Manager V | 08/28/2019 09:18 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: Chuck.Kozlik-at-claconnect.com; tkizziah-at-auditor.illinois.gov | Chuck sent me his proposal for the upcoming Illinois State Toll Highway Authority engagement for the year ended December 31, 2019. | ||
| Thomas L. Kizziah Audit Manager V | 08/29/2019 07:50 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: Chuck.Kozlik-at-claconnect.com; tkizziah-at-auditor.illinois.gov | Chuck sent me additional information with regards to his proposal for the upcoming Illinois State Toll Highway Authority engagement for the year ended December 31, 2019. | ||
| Gordon French, IS IV | 08/27/2019 15:31 PM | Eric Sommer Sales Rep EZAudit Sales |
No | Email: gifrench-at-auditor.illinois.gov slares-at-ezaudit.net |
Request quote for auditing personal computers | ||
| Lisa Warden, Auditor V | 08/20/2019 16:00 PM | Gilda Priebe, Partner, Adelfia | No | Phone: 1-312-240-9500 G. Priebe 1-217-370-1672 L. Warden | 5 minutes | Discussed timetable for Illinois Board of Admissions to the Bar audit for the two years ending 9/30/19. | |
| Lisa Warden, Auditor V | 08/21/2019 12:15 PM | Leilani Rodrigo, Partner, EC Ortiz & Co. LLP | No | Phone: 1-312-876-1900 L. Rodrigo 1-217-370-1672 L. Warden | 3 minutes | Discussed audit of Illinois Attorney Registration and Disciplinary Commission for the two years ending 12/31/19. | |
| Lisa Warden, Auditor V | 08/21/2019 15:54 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | Email: gbpriebe - at - adelfiacpas.com sbsantos - at -adelfiacpas.com lwarden - at - auditor.illinois.gov | Gilda proposed timetable dates for Illinois Board of Admissions to the Bar audit for the two years ending 9/30/19. | |
| Lisa Warden, Auditor V | 08/23/2019 10:51 AM | Gilda Priebe, Partner, Adelfia | No | Email: gbpriebe - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | Discussed timetable dates for Illinois Board of Admissions to the Bar audit for the two years ending 9/30/19. | ||
| Lisa Warden, Auditor V | 08/23/2019 14:30 PM | Gilda Priebe, Partner, Adelfia | No | Phone: 1-312-240-9500 G. Priebe 1-217-370-1672 L. Warden | 5 minutes | Discussed timetable for Illinois Board of Admissions to the Bar audit for the two years ending 9/30/19. | |
| Lisa Warden, Auditor V | 08/23/2019 15:44 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | Email: gbpriebe - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | Submitted informal proposal for Illinois Board of Admissions to the Bar audit for the two years ending 9/30/19. | |
| Lisa Warden, Auditor V | 08/26/2019 16:29 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | Email: gbpriebe - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | Requested changes to informal proposal for Illinois Board of Admissions to the Bar audit for the two years ending 9/30/19. | |
| Lisa Warden, Auditor V | 08/26/2019 19:16 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | Email: gbpriebe - at - adelfiacpas.com sbsantos - at -adelfiacpas.com lwarden - at - auditor.illinois.gov | Submitted additional information and revised informal proposal for Illinois Board of Admissions to the Bar audit for the two years ending 9/30/19. |