August 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.
Jeanne Michaud, OAG Audit Manager	8/6/18 11:00am	Robert Arnholdt, Partner Doehring, Winders & Co., LLP	No	Kelly Mittelstaedt, OAG Audit Manager	E-mail:  Robert Arnholdt:  rarnholt-at-dwcocpa.com Jeanne Michaud: jmichaud-at-auditor.illinois.gov Kelly Mittelstaedt:  kmittelstaedt-at-auditor.illinois.gov	E-mail	Contacted Robert Arnholdt, Partner at Doehring, Winders & Co., LLP to accept the hours and rates proposed for the audits of ROE #’s 3, 20, 48 and 50.
Gordon French, IS IV	08/06/2018 10:47 AM	CDW-G: Jason Sturtewagen, Acct sales Insight: Jason Contreras, Acct sales CDS: Crystal Boyd, Acct sales	No	N/A	jasostuATcdwg.com Jason.ContrerasATinsight.com cboydATcdsot.com	Email Email Email	Request quote for 1Tb IronKey Ext. Hard Drive
Megan Rothe, OAG Contract Manager	8/2/18 3:18pm	Beulah Castro Administrative Personnel E.C. Ortiz & Co., LLP	No	Leilani Rodrigo, Partner E.C. Ortiz & Co., LLP	Email: BSSantos-at-ecortiz.com LNRodrigo-at-ecortiz.com MRothe-at-auditor.illinois.gov	Email	Beulah Castro, on behalf of Leilani Rodrigo, sent me the proposal for the upcoming engagement of Judicial Inquiry Board for the year ended June 30, 2018.
Thomas L. Kizziah, Senior Audit Manager	8/28/18 1:30pm	Chuck Kozlik, Principal CliftonLarsonAllen, LLP	No	N/A	Telephone: Chuck Kozlik 630-368-3662 Thomas L. Kizziah 217-782-0816	5 minutes	I called Chuck to discuss the contract forms needed for the upcoming Illinois State Toll Highway Authority engagement.  We discussed the Firm’s interest in continuing on the engagement, forms needed, including independence certifications forms, and an overview of the timetable.  Chuck stated he would work on the proposal right away and that we would provide me the information needed to draft the contract the following day.
Thomas L. Kizziah, Senior Audit Manager	8/29/18 11:32am	Chuck Kozlik, Principal CliftonLarsonAllen, LLP	No	N/A	Email: Chuck Kozlik – Chuck.Kozlik-at-claconnect.com Thomas L. Kizziah – tkizziah-at-auditor.illinois.gov	Email	Chuck emailed me the contracting documents for the upcoming Illinois State Toll Highway Authority engagement.
Thomas L. Kizziah, Senior Audit Manager	8/30/18 2:20pm	Chuck Kozlik, Principal CliftonLarsonAllen, LLP	No	N/A	Telephone: Chuck Kozlik 630-368-3662 Thomas L. Kizziah 217-782-0816	3 minutes	I called Chuck to let him know that our office had accepted his contracting documents and that I would overnight the forms for his signature for delivery on August 31.  We also discussed the Welcome Letter and Mandates that were included in my overnight delivery package.
Jim Dahlquist, Sr Adm Mgr	8/30/18 12:18pm	Ivy Walker, Co-Founder/CEO, Helios Digital Learning, Inc.	No	NA	Email: Ivy Walker - ivy-at-heliosdigital.com info-at-heliosdigital.com Jim Dahlquist - jdahlquist-at-auditor.illinois.gov	Email	Ms. Walker emailed me the specifics for the OAG to screen a training documentary.