June 2016

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.

Kelly Mittelstaedt, Audit Manager

6/10/16 8:30 am

Kelly Mittelstaedt, Audit Manager, Office of the Auditor General

No

Robert Arnholt, Partner, Doehring Winders & Company

Tami Knight, Partner, Kemper CPA Group

Diana Smith, Partner, West & Company,

Chad Lucas, Partner, Sikich

Richard Winkel, Managing Principal, Winkel Parker and Foster,

Kristyl McDaniel, Manager, Winkel Parker & Foster.

Email

kmittelstaedtATauditor.illinois.gov

RarnholtAT dwcocpa.com

tknightATkcpag.com

dsmithATwestcpa.com

clucasAT sikich.com

rwinkelATwpf-cpa.com

KMcDanielATwpf-cpa.com

N/A

I informed all of these firms that contract hours and hourly rates proposed on continuing ROE contracts were approved by the Office and they could prepare and send in the contacting documents.

Gordon French

IS IV

6/13/16

2:43pm

JP Wilson

ASI Systems

No

n/a

Email: JPWilsonATasisystem.com

Email

Asked for quote on office antivirus (Sophos)

Gordon French

IS IV

6/16/16

10:33pm

Micron Consumer Products Group (Crucial)

Tiffanie Browning

No

n/a

Email: crucialgovedATmicron.com

Email

Asked for quote for 9 SODIMM Memory sticks

Gordon French

IS IV

6/16/16

12:13pm

Unitrends

Craig Carmichael

No

n/a

Email: ccarmichaelATunitrends.com

Email

Asked for quote on our Unitrends Backup annual maintenance premium license support.

Gordon French

IS IV

6/16/16

1:11pm

GWAVA

Brandon Engel

No

n/a

Email: brandoneATgwava.com

Email

Asked for quote on our GWAVA for exchange/smtp annual maintenance premium license support.

Kathy Lovejoy Audit Manager

6/14/16

2:09 pm

Kathy Lovejoy, Audit Manager

No

Mike Hillary, Partner, CLA.

Email

klovejoyATauditor.illinois.gov

Mike.HillaryATclaconnect.com

Email

Information regarding EIUís IS Review.

Kathy Lovejoy, Audit Manager

6/21/16

3:10 pm

Mike Hillary, Partner, CLA

No

n/a

Phone:  Mike Hillary 309/495-8720

              Kathy Lovejoy 217/782-6046

Phone call-10 minutes

To discuss the EIU IS Review scope and budget.

Kathy Lovejoy Audit Manager

6/21/16

4:26 pm

Kathy Lovejoy, Audit Manager

No

Mike Hillary, Partner, CLA

Email

klovejoyATauditor.illinois.gov

Mike.HillaryATclaconnect.com

Email

Followup to conversation regarding EIUís IS Review scope and budget.

Kathy Lovejoy

Audit Manager

6/21/16

Kathy Lovejoy, Audit Manager

No

Josh Ayers, Director, BDO USA LLP

Phone

Kathy Lovejoy-217/782-6046

Josh Ayers-314/889-1178

10 minutes

Discussed the contract for consulting on the DOIT FY 17 SOC engagement.

Kathy Lovejoy, Audit Manager

6/23/16 7:06 am

Kathy Lovejoy, Audit Manager

No

Mike Hillary, Partner, CLA

Email

klovejoyATauditor.illinois.gov

Mike.HillaryATclaconnect.com

Email

Provided additional information to firm related to EIUís IS Review scope and budget.

Kathy Lovejoy, Audit Manager

6/23/16 11:11am

Mike Hillary, Partner, CLA

No

 n/a

Email

klovejoyATauditor.illinois.gov

Mike.HillaryATclaconnect.com

Email

Provided additional information related to CLA staff performing EIUís IS Review.

Kathy Lovejoy, Audit Manager

6/27/16 4:24 pm

Kathy Lovejoy, Audit Manager

No

Mike Hillary, Partner, CLA

Email

klovejoyATauditor.illinois.gov

Mike.HillaryATclaconnect.com

Email

Email stating contract had been overnighted to firm.

Kathy Lovejoy, Audit Manger

6/28/16 9:59 am

Mike Hillary, Partner, CLA

No

n/a

Email

klovejoyATauditor.illinois.gov

Mike.HillaryATclaconnect.com

Email

Email from firm stating contract had been signed and returned to the OAG.