December 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 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. |
|
Stacie Sherman, Manager |
12/3/18 1:39 pm |
Chris Mower, Crowe LLP Partner |
No |
N/A |
Email: Chris.Mower-at-crowe.com Stacie.sherman-at-auditor.illinois.gov |
N/A |
I emailed Chris to see if Crowe was interested in the 2018 Secure Choice audit. Also, inquired about the firm’s independence and lack of potential conflict of interest. |
|
Gordon French, IS IV |
12/6/18 3:37 PM |
CDW-G: Jason Sturtewagen, Acct sales Insight: Jason Contreras, Acct sales CDS: Online PCLiquidations: Hannah Cave, Acct sales |
No |
N/A |
jasostu-at-cdwg.com jason.contreras-at-insight.com cboyd-at-cdsot.com hannah.cave-at-pcliquidations.com |
Online |
Price quote for HP cartridges, dvi/hdmi cables and Dell monitors |
|
Janis Van Durme, Manager |
12/11/18 2:00 pm |
Tom Leach, Sikich Partner |
No |
N/A |
Oral Van Durme: 217-782-8393 Leach: 217-423-6000 |
5 minutes |
I called Tom Leach to inquire if an amendment to the HFS FY18 Financial Audit timetable needed to be made. We both agreed an amendment would need to be made and discussed some revision dates. |
|
Janis Van Durme, Manager |
12/11/18 2:10 pm |
Linda Abernethy, RSM Partner |
No |
N/A |
Oral Van Durme: 217-782-8393 Abernethy: 847-413-6248 |
10 minutes |
I called Linda Abernethy to inquire if amendments to the IDOR FY18 Financial Audit timetable and the DHS FY18 Financial Audit timetable needed to be made. We both agreed amendments would need to be made and discussed some revision dates. |
|
Janis Van Durme, Manager |
12/12/18 9:14 am |
Linda Abernethy, RSM Partner |
No |
Bill Sarb, Senior Audit Manager RSM |
Van Durme: jvandurme-at-auditor.illinois.gov Abernethy: Linda.Abernethy-at-rsmus.com Sarb: Bill.Sarb-at-rsmus.com |
N/A |
Linda Abernethy sent revised timetable dates for the amendment to the IDOR FY18 Financial Audit to me for review. |
|
Janis Van Durme, Manager |
12/12/18 9:36 am |
Linda Abernethy, RSM Partner |
No |
Ryan Caldwell, Senior Audit Manager RSM |
Van Durme: jvandurme-at-auditor.illinois.gov Abernethy: Linda.Abernethy-at-rsmus.com Caldwell: Ryan.Caldweel-at-rsmus.com |
N/A |
Linda Abernethy sent revised timetable dates for the amendment to the DHS FY18 Financial Audit to me for review. |
|
Janis Van Durme, Manager |
12/13/18 2:43 pm |
Linda Abernethy, RSM Partner |
No |
N/A |
Oral Van Durme: 217-782-8393 Abernethy: 847-413-6248 |
10 minutes |
I called Linda Abernethy to finalize dates for amendments to the IDOR FY18 Financial Audit and the DHS FY18 Financial Audit. |
|
Janis Van Durme, Manager |
12/13/18 3:09 pm |
Tom Leach, Sikich Partner |
No |
N/A |
Oral Van Durme: 217-782-8393 Leach: 217-423-6000 |
5 minutes |
I called Tom Leach to finalize dates for the amendment to the HFS FY18 Financial Audit. |
|
Stacie Sherman, Manager |
12/12/18 5:15 pm |
Lisa Stinson, Crowe LLP Senior Manager |
No |
Chris Mower, Crowe LLP Partner |
Lisa.Stinson-at-crowe.com Chris.Mower-at-crowe.com Stacie.sherman-at-auditor.illinois.gov |
N/A |
Lisa sent a revised timetable for the amendment to the College Savings Program FY18 Financial Audit for me to review. |
|
Stacie Sherman, Manager |
12/13/18 9:05 am |
Lisa Stinson, Crowe LLP Senior Manager |
No |
Chris Mower, Crowe LLP Partner |
Lisa.Stinson-at-crowe.com Chris.Mower-at-crowe.com Stacie.sherman-at-auditor.illinois.gov |
N/A |
I asked Lisa to revise two of the dates on the updated timetable for the amendment to the College Savings Program FY18 Financial Audit. |
|
Stacie Sherman, Manager |
12/14/18 7:59 am |
Lisa Stinson, Crowe LLP Senior Manager |
No |
Chris Mower, Crowe LLP Partner |
Lisa.Stinson-at-crowe.com Chris.Mower-at-crowe.com Stacie.sherman-at-auditor.illinois.gov |
N/A |
Lisa sent a revised timetable for the amendment to the College Savings Program FY18 Financial Audit for me to review. |
|
Stacie Sherman, Manager |
12/17/18 2:34 pm |
Chris Mower, Crowe LLP Partner |
No |
Lisa Stinson, Crowe LLP Senior Manager |
Email: Lisa.Stinson-at-crowe.com Chris.Mower-at-crowe.com Stacie.sherman-at-auditor.illinois.gov |
N/A |
I told Chris the amendment to the College Savings Program FY18 Financial Audit was ready for her signature. |
|
Sheila Smith, Sr. Fiscal Assistant; Angela Coleman, Auditor III |
11/29/18 2:00 p.m. |
Greg Brown, Shred-It |
No |
N/A |
Oral: Sheila Smith: 217-524-6473 Angela Coleman: via speaker phone in Sheila Smith’s office Greg Brown: 314-343-5038 Email: Sheila.Smith-at-auditor.illinois.gov Greg.Brown-at-STERICYCLE.com |
15 minutes |
Obtain a price quote for an upcoming purge – Received a quote agreement via email as well as oral |
|
Sheila Smith, Sr. Fiscal Assistant |
12/5/18 |
Greg Brown, Shred-It |
No |
N/A |
Oral: Sheila Smith: 217-524-6473 Greg Brown: 314-343-5038 & Email: Sheila.smith-at-auditor.illinois.gov Greg.Brown-at-STERICYLE.com |
10 minutes |
Finalized agreement forwarded to Shred-It regarding upcoming purge |
|
Lisa Warden, Audit Manager |
12/27/18 11:30am |
Vicki VanDenBerg, Plante & Moran, PLLC, Partner |
No |
N/A |
Email: Vicki.VanDenBerg – at – plantemoran.com LWarden – at – auditor.illinois.gov |
|
I stated a contract amendment is needed for the financial timetable for the FY18 audit of Southern Illinois University and proposed amended dates. |
|
Lisa Warden, Audit Manager |
12/27/18 12:01pm |
Vicki VanDenBerg, Plante & Moran, PLLC, Partner |
No |
N/A |
Email: Vicki.VanDenBerg – at – plantemoran.com LWarden – at – auditor.illinois.gov |
|
Vicki agreed to the proposed revised timetable dates for FY18 SIU audit. |