October 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.

Jane Clark

Director

10/3/17

2:30pm

Jeff Bonick

Managing Partner

CliftonLarsonAllen

No

None

Phone:  Jeff Bonick 309-472-4831

Jane Clark 217-971-0811

3 minutes

Discussion with Mr. Bonick concerned a proposal submitted to the OAG in response to an RFP.  I requested additional information from CliftonLarsonAllen.  Mr. Bonick stated he would provide the information by the end of the day.

Jane Clark

Director

10/3/17

5:40pm

Jeff Bonick

Managing Partner

CliftonLarsonAllen

No

None

Email:  Jeff Bonick – jeff.bonick at claconnect.com;

jane clark – jclark at auditor.illinois.gov

Email

Provided information requested earlier in the day regarding information in response to an RFP.

Jane Clark

Director

10/12/17

1:30pm

Amy Sherwood, Partner

Sikich

No

None

Phone:

Amy Sherwood: 217-793-3363

Jane Clark: 217-782-0811

3 minutes

A telephone call was made to Ms. Sherwood to let her know the OAG had selected Sikich’s proposal in response to the OAG competitive RFP process to perform the upcoming compliance examination of the Illinois State Board of Elections.  Ms. Van Durme from the OAG would be in contact with the firm in the near future to discuss the contracting process.

Jane Clark

Director

10/12/17

1:55pm

Jeff Bonick

Managing Partner

CliftonLarsonAllen

No

None

Phone:

Jeff Bonick:  309-495-8731

Jane Clark: 217-782-0811

3 minutes

A telephone call was made to Mr. Bonick to let him know the OAG had selected CliftonLarsonAllen’s proposal in response to the OAG competitive RFP process to perform the upcoming financial audit and compliance examination of the Illinois Toll Highway Authority.  Mr. Kizziah from the OAG would be in contact with the firm in the near future to discuss the contracting process.

Thomas L. Kizziah

Audit Manager

10/13/17

9:05am

Jeff Bonick

Managing Partner

CliftonLarsonAllen

No

None

Phone:

Jeff Bonick  309-495-8731

Thomas L. Kizziah   217-782-0816

7 minutes

I called Jeff to discuss the planned scope and timing of the Illinois State Toll Highway Authority engagement.  We went through the forms I would need in order to draft the contract and we discussed the required interaction between CliftonLarsonAllen and the predecessor auditor.

Janis Van Durme

Audit Manager

10/13/17

11:15 am

Amy Sherwood, Partner

Sikich

No

None

Email.

Janis Van Durme: jvandurme-at-auditor.illinois.gov

Amy Sherwood: Amy.Sherwood-at-Sikich.com

Email

The Welcome Letter and corresponding attachments were sent to Ms. Sherwood for the State Board of Elections FY16/17 Compliance Examination.

Janis Van Durme

Audit Manager

10/13/17

2:56 pm

Amy Sherwood, Partner

Sikich

No

None

Email.

Janis Van Durme: jvandurme-at-auditor.illinois.gov

Amy Sherwood: Amy.Sherwood-at-Sikich.com

Email

 Ms. Van Durme received requested documents from Welcome Letter for the State Board of Elections FY16/17 Compliance Examination.

Janis Van Durme

Audit Manager

10/16/17

9:25 am

Amy Sherwood, Partner

Sikich

No

None

Email.

Janis Van Durme: jvandurme-at-auditor.illinois.gov

Amy Sherwood: Amy.Sherwood-at-Sikich.com

Email

Ms. Van Durme let Ms. Sherwood know the draft contract was approved and the contract is now ready for signatures.

Thomas L. Kizziah

Audit Manager

10/17/17

12:47pm

Jeff Bonick

Managing Partner

CliftonLarsonAllen

No

None

Email:  Jeff Bonick – jeff.bonick at claconnect.com;

Thomas L. Kizziah – tkizziah at auditor.illinois.gov

Email

Jeff emailed me the informal proposal forms I needed in order to draft the contract.

Thomas L. Kizziah

Audit Manager

10/18/17

Chuck Kozlik

Senior Manager

CliftonLarsonAllen

No

None

Address: 1301 W. 22nd Street, Suite 1100

Oak Brook, IL 60523

 

US Mail

The Welcome Letter and the mandates were sent to Chuck for the Illinois State Toll Highway Authority engagement.

Gordon French IS IV

10/25/17

7:46AM

Mat Buttrey

PaperCut NG

No

None

Email:

supportATpapercut.com

Email

Asked for a quote on a 100 users for Papercut print management software

Angela

Coleman Performance Auditor III

 

Sheila Smith

Senior

Fiscal Assistant

10/24/17

2:45pm.

Bernice Walker,

Inside Sales Executive, Stericycle, Inc.

No

None

Phone (Conference Call)

Shelia Smith-217-524-6473

Angela Coleman

BerniceWalker-847-943-6254

10min.

The purpose of the call was to request a quote for onsite records destruction.  Ms. Walker stated she would respond with a quote via email on, 10/24/17.

Angela

Coleman Performance Auditor III

10/25/17

8:58 am

Bernice Walker,

Inside Sales Executive, Stericycle, Inc.

 

 

Email (Reply)

Sent from: Angela Coleman: acoleman-at-auditor.illinois.gov

Sent to: Bernice Walker: Bernice.Walker-at-STERICYCLE.com

Copy to: Terri Davis:tldavis-at-auditor.illinois.gov

Sheila Smith:ssmith-at-auditor.illinois.gov

Email

The purpose of the email was to approve the quote that was emailed on, 10/24/17.  The Fiscal Officer received and approved the quote on, 10/25/17.