October 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 of OAG Employee |
Date/time |
Name and title of person making contact and name of company they represent |
Registered |
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 |
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 |
10/01/2018 2:40 PM |
CDW-G: Jason Sturtewagen, Acct sales Insight: Jason Contreras, Acct sales CDS: Online Crucial: Online |
No |
N/A |
jasostu-at-cdwg.com
jason.contreras-at-insight.com
cboyd-at-cdsot.com crucialgoved-at-micron.com |
Online Online |
Price quote on Solid State drives. |
|
|
Gordon French, IS IV |
10/02/2018 3:12 PM |
CDW-G: Jason Sturtewagen, Acct sales Insight: Jason Contreras, Acct sales CDS: Online |
No |
N/A |
jasostu-at-cdwg.com
jason.contreras-at-insight.com
cboyd-at-cdsot.com |
Online |
Price quote HP server hard drive 600gb 10k SAS SFF and an HPE SAS Internal Server Cable Kit |
|
|
Janis Van Durme, Audit Manager |
10/2/18 3:43 PM |
Jennifer Roan, Partner Adelfia |
No |
N/A |
jvandurme-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
|
Ms. Roan sent proposed dates for the ICJIA FY16/17 Compliance Examination report as another amendment will need to be made to the timetable. |
|
|
Janis Van Durme, Audit Manager |
10/9/18 8:30 AM |
Jennifer Roan, Partner Adelfia |
No |
N/A |
Oral – In Person |
1 minute |
Ms. Roan dropped off the firm’s final version of the next amendment for the ICJIA FY16/17 Compliance Examination Report. |
|
|
Gordon French, IS IV |
10/16/2018 1:57 PM |
Dell Marketing: Stephen Bone, Acct mgr. |
No |
N/A |
Stephen.Bone-at-dell.com |
|
Price quote on Dell desktops. |
|
|
Sara Metzger, Audit Manager |
10/15/18 7:35 AM |
Amy Sherwood, Partner Sikich |
No |
N/A |
Oral by phone Sara Metzger: 217-785-2982 Amy Sherwood: 217-793-3363 |
3 minutes |
Discussed independence and interest for Sikich to perform State Employees Deferred Compensation audit and for Fred Lantz to perform CAFR Consulting work. |
|
|
Jim Dahlquist, Sr. Adm. Mgr. |
10/26/18 1:30 PM |
Julie Mester, Customer Service Account Manager, Accurate Biometrics |
No |
N/A |
Oral by phone Jim Dahlquist (217) 785-2642 |
5 minutes |
Discussed issue that Central Management Services will no longer be contracting with Accurate Biometrics for fingerprint services. |
|
|
Jim Dahlquist, Sr. Adm. Mgr. |
10/26/18 2:13 PM |
Julie Mester, Customer Service Account Manager, Accurate Biometrics |
No |
N/A |
jmester-at-accuratebiometrics.com |
|
Process for OAG to retain Accurate Biometrics as a fingerprint provider. |
|
|
Sara Metzger, Audit Manager |
10/15/18 2:45pm |
Amy Sherwood, Partner Sikich |
No |
N/A |
Amy.sherwood-at-sikich.com Smetzger-at-auditor.illinois.gov |
|
Sent email requesting informal proposal for CAFR consulting contract |
|
|
Sara Metzger, Audit Manager |
10/15/18 2:46pm |
Amy Sherwood, Partner Sikich |
No |
N/A |
Amy.sherwood-at-sikich.com Smetzger-at-auditor.illinois.gov |
|
Sent Welcome Letter for State Employees Deferred Compensation audit to Ms. Sherwood. |
|
|
Sara Metzger, Audit Manager |
10/19/18 11:09am |
Amy Sherwood, Partner Sikich |
No |
N/A |
Amy.sherwood-at-sikich.com Smetzger-at-auditor.illinois.gov |
|
Received informal proposal for CAFR consulting contract |
|
|
Sara Metzger, Audit Manager |
10/25/18 7:32am |
Amy Sherwood, Partner Sikich |
No |
N/A |
Amy.sherwood-at-sikich.com Smetzger-at-auditor.illinois.gov |
|
Received informal proposal for State Employees Deferred Compensation audit |
|
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