December 2019
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 |
Date/time of contact |
Name and title of |
Registered |
Name and title |
Method of contact (oral
by phone, oral |
Approximate |
Provide a detailed
summary of the points made by each |
|
Peggy Hartson, Auditor V |
12/02/2019 13:35 PM |
Elda Arriola, Partner E.C. Ortiz & Co., LLP |
No |
Phone: Elda Arriola 312-879-1900 Peggy Hartson 217-524-8748 |
3 minutes |
We discussed the need to amend the timetable for the Department of Public Health engagement & Elda stated she would submit a proposed revision. |
|
|
Jennifer Rankin, Auditor III |
12/03/2019 13:20 PM |
Janice Romack, Partner West & Company |
No |
Mail: 919 East Harris Avenue, Greenville, IL 62246 |
US Mail |
OAG Manager sent the firm a contract amendment to change the timetable for the Office of the Lt. Governor. |
|
|
Peggy Hartson, Auditor V |
12/05/2019 13:49 PM |
Elda Arriola, Partner E.C. Ortiz & Co., LLP |
No |
Email: Ebarrriola-at-ecortiz.com pahartson-at-auditor.illinois.gov |
|
Elda emailed a revised timeline for the Department of Public Health engagement and I replied I would submit it for approval. |
|
|
Jeanne Michaud |
12/05/2019 17:53 PM |
Robert Arnholdt, Partner |
No |
Matthew Clarkson, Manager |
Email:
rarnholt-at-dwcocpa.com |
|
Received revised timetables from Robert Arnholdt, Partner at Doehring, Winders & Co. 6/30/19 audits of ROE 3 and 20 and the 6/30/17 audit of ROE 51 |
|
Jennifer Rankin, Auditor III |
12/06/2019 11:03 AM |
Janice Romack, Partner West & Company |
No |
Mail: 919 East Harris Avenue, Greenville, IL 62246 |
US Mail |
Firm sent OAG Manager back the signed copy of the contract amendment to change the timetable for the Office of the Lt. Governor. |
|
|
Jeanne Michaud |
12/09/2019 13:59 PM |
Leilani Rodrigo, Partner |
No |
Phone: Leilani Rodrigo
312-876-1900 |
12 minutes |
Called Leilani Rodrigo, Partner at E.C. Ortiz to see if her firm would be interested in auditing ROE #13 for 6/30/17. |
|
|
Jeanne Michaud |
12/09/2019 14:13 PM |
Kristyl McDaniel, Manager |
No |
Phone: Kristyl McDaniel
563-242-3440 |
12 minutes |
Called Kristyl McDaniel, Manager at Winkel, Parker & Foster to see if her firm would be interested in auditing ROE #13 for 6/30/17. |
|
|
Jeanne Michaud |
12/09/2019 14:27 PM |
Dawn Carlson, Partner |
No |
Phone: Dawn Carlson
309-828-6071 |
10 minutes |
Called Dawn Carlson, Partner at MCK to see if her firm would be interested in auditing ROE #13 for 6/30/17. |
|
|
Jeanne Michaud |
12/09/2019 15:23 PM |
Leilani Rodrigo, Partner |
No |
Email: LNRodrigo-at-ecortiz.com jmichaud-at-auditor.illinois.gov |
|
Sent follow up e-mail to Leilani Rodrigo, Partner at E.C. Ortiz to see if her firm would be interested in auditing ROE #13 for 6/30/17. |
|
|
Jeanne Michaud |
12/09/2019 15:24 PM |
Kristyl McDaniel, Manager |
No |
Richard Winkel, Partner |
Email:
Kmcdaniel-at-wpf-cpa.com |
|
Sent follow up e-mail to Kristyl McDaniel, Manager and copied Richard Winkel, Partner at Winkel, Parker & Foster to see if their firm would be interested in auditing ROE #13 for 6/30/17. |
|
Jeanne Michaud |
12/09/2019 15:38 PM |
Dawn Carlson, Partner |
No |
Email: dcarlson-at-mckcpa.com jmichaud-at-auditor.illinois.gov |
|
Sent follow up e-mail to Dawn Carlson, Partner at MCK to see if her firm would be interested in auditing ROE #13 for 6/30/17. |
|
|
Jeanne Michaud |
12/09/2019 16:27 PM |
Leilani Rodrigo, Partner |
No |
Email: LNRodrigo-at-ecortiz.com jmichaud-at-auditor.illinois.gov |
emails over the course of 6 minutes |
Received a follow up e-mail from Leilani Rodrigo, Partner at E.C. Ortiz with proposed hours and rates for the 6/30/17 audit of ROE #13. |
|
|
Jeanne Michaud |
12/10/2019 09:20 AM |
Kristyl McDaniel, Manager |
No |
Richard Winkel, Partner |
Email:
Kmcdaniel-at-wpf-cpa.com |
emails over the course of 1 minute |
Received follow up e-mail from Kristyl McDaniel, Manager at Winkel, Partner at Winkel, Parker & Foster that said their firm had decided not to propose on the 6/30/17 audit of ROE #13. |
|
Jennifer Rankin, Auditor III |
12/10/2019 10:40 AM |
Rose Tucker, OAG Administrative Assistant |
No |
Jane Clark, Director, Sheila Smith, Senior Fiscal Assistant, and Terri Davis, Fiscal Officer |
Email: jrankin-at-auditor.illinois.gov, rtucker-at-auditor.illinois.gov,Jclark-at-auditor.illinois.gov, Ssmith-at-auditor.illinois.gov, and TLDavis-at-auditor.illinois.gov |
|
OAG Manager was sent an email confirmation that the timetable extention amendment for the Lt. Governor's Office was completed and sent to the firm. |
|
Jeanne Michaud |
12/10/2019 13:44 PM |
Mike Morrissey, Partner |
No |
Email: mikem-at-mcgreal.com
|
emails over the course of 49 minutes |
Received revised timetables from Mike Morrissey, Partner at McGreal and Company for the 6/30/19 audit of ROE 16. |
|
|
Jeanne Michaud |
12/10/2019 14:54 PM |
Kimberly Walker, Partner |
No |
Email:
Kwalker-at-kempercpa.com |
emails over the course of 45 minutes |
Received revised timetables from Kimberly Walker, Partner at Kemper CPA Group for the 6/30/19 audit of ISC 1 and the 6/30/17 audit of ROE 47. |
|
|
Gordon French IS V |
12/12/2019 08:31 AM |
Dan Matthews, Sales CDS |
No |
email: dmatthewsATcdsot.com |
|
Asked for quote on HP Multipurpose Premium Paper, 8.5x11 |
|
|
Janis Van Durme Auditor V |
12/11/2019 09:30 AM |
Linda Abernethy, Partner RSM US LLP |
No |
Email: |
|
Linda Abernethy sent me an email asking me to call her regarding the DHS and IDOR FY19 financial audits' contracted timetables. |
|
|
Janis Van Durme Auditor V |
12/11/2019 10:30 AM |
Linda Abernethy, Partner RSM US LLP |
No |
Phone: |
Phone 15 minutes |
I called Linda Abernethy to discuss and we agreed upon revised contract timeline dates for the DHS and IDOR FY19 financial audits. |
|
|
Janis Van Durme Auditor V |
12/11/2019 10:56 AM |
Linda Abernethy, Partner RSM US LLP |
No |
Email: |
|
I emailed Linda Abernethy telling her the Director, Jane Clark, approved the revised contract timetable for the DHS FY19 financial audit; however, we would wait to amend the FY19 IDOR timetable until the auditors have more information on the topics outstanding. |
|
|
Jeanne Michaud |
12/11/2019 12:02 PM |
Kristyl McDaniel, Manager |
No |
Email:
Kmcdaniel-at-wpf-cpa.com |
|
Received revised timetables from Kristyl McDaniel, Manager at Winkel Parker and Foster for the 6/30/18 and 6/30/19 audits of ROE #8. |
|
|
Jeanne Michaud |
12/11/2019 12:49 PM |
Megan Cochran, Director |
No |
Chad Lucas, Partner |
Email:
Megan.Cochran-at-sikich.com |
Emails over the course of 2 hrs and 12 minutes |
Received revised timetable from Megan Cochran, Director at Sikich, LLP for the 6/30/19 audit of ROE #1. |
|
Jeanne Michaud |
12/12/2019 18:36 PM |
Diana Smith, Partner |
No |
Email:
DSmith-at-westcpa.com |
|
Received revised timetable from Diana Smith, Partner at West and Company 6/30/19 audits of ROE #39. |
|
|
Jeanne Michaud |
12/16/2019 09:39 AM |
Tonya Lofgren, Manager |
No |
Email:
TLofgren-at-wipfli.com |
Emails over the course of 84 minutes |
Received revised timetables from Tonya Lofgren, Manager at Wipfli for the 6/30/17 audit of ROE 4 and the 6/30/16 audit of ISC #2 |
|
|
Jeanne Michaud |
12/16/2019 11:33 AM |
Dawn Carlson, Partner |
No |
Email: dcarlson-at-mckcpa.com jmichaud-at-auditor.illinois.gov |
emails over the course of 3 minutes |
Sent follow up e-mail to Dawn Carlson, Partner at MCK to see if her firm was still interested in submitting hours and rates for the 6/30/17 audit of ROE #13. Dawn Carlson, Partner replied that she was not going to propose on the audit at this time. |
|
|
Jeanne Michaud |
12/18/2019 16:01 PM |
Leilani Rodrigo, Partner |
No |
Phone: Leilani Rodrigo
312-876-1900 |
Phone 6 minutes |
Called Lelani Rodrigo, Partner at E.C. Ortiz to let her know we approved the hours and rates proposed for the 6/30/17 audit of ROE #13. |
|
|
Jeanne Michaud |
12/18/2019 16:27 PM |
Leilani Rodrigo, Partner |
No |
Email: LNRodrigo-at-ecortiz.com jmichaud-at-auditor.illinois.gov |
emails over the course of 17 minutes |
Sent follow up e-mail to Lelani Rodrigo, Partner at E.C. Ortiz to let her know we approved the hours and rates proposed for the 6/30/17 audit of ROE #13 and send her required contracting documents. |
|
|
Lisa Warden Auditor V |
12/18/2019 21:06 PM |
Vicki VanDenBerg, Partner Plante Moran |
No |
Steven Bishop, Partner Plante Moran |
Email: Vicki.VanDenBerg - at - plantemoran.com Steven.Bishop - at plantemoran.com Lwarden - at - auditor.illinois.gov |
|
I proposed revised financial timetable dates for the SIU FY19 audit and asked for Vicki to let me know is she agrees. |
|
Lisa Warden Auditor V |
12/19/2019 07:53 AM |
Vicki VanDenBerg, Partner Plante Moran |
No |
Steven Bishop, Partner Plante Moran |
Email: Vicki.VanDenBerg - at - plantemoran.com Steven.Bishop - at plantemoran.com Lwarden - at - auditor.illinois.gov |
|
Vicki agreed to proposed amended timetable for the SIU FY19 financial audit. |
|
Jeanne Michaud |
12/19/2019 22:00 PM |
Matt Beran, Partner |
No |
Tim Gavin, Manager |
Email: mberan-at-lauterbachamen.com |
Emails over the course of 11 days |
Received e-mail from Matt Beran, Partner at Lauterbach & Amen, LLP with proposed hours and rate for the 6/30/19 audit of ROE 34. On 12/23/19 Matt had a question about the different contracting process which I explained. On 12/30/19, Matt requested to set up a conference call to negotiate the hours and rate for the 6/30/19 audit of ROE 34. |