January 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.

Gordon French IS IV

 01/08/16

9:08AM

Ron Clark CDS

 

Jason Contreras  Insight

 

Walter Meek  Novanis

No

 

No

 

 

No

None

 

None

 

 

None

Email: rclarkATcdot.com

 

Email: Jason.ContrerasATinsight.com

 

 

Email: Walter.MeekATnovanis.com

Email

 

Email

 

 

Email

Price quote on 2 HP printer trays and 2 cartridges

Roberta Pape Fiscal Office

1/12/16 12:29 PM

Caroline Petefish Dept of Corrections, Lincoln, Graham, Shawnee Superintendant

No

Jeffrey Compton, Dept of Corrections

Carolinepetefish-at-doc-illinois.gov

Email

Received price quote for repair of office chair

Gordon French IS IV

 01/14/16

8:43AM

Heather Slager  Tiger Direct

 

Jason Contreras  Insight

 

Gus Monson CDWG

No

 

 

No

 

 

No

None 

 

 

None

 

 

None

Email: Heather.SlagerATtigerdirect.com

 

 

Email: Jason.ContrerasATinsight.com

 

 

Email: gusmATcdw.com

Email

 

 

Email

 

 

Email

Price quote on IronKey 2TB ext. HDD w/ Encryption

Lisa Warden

Auditor V

01/21/16

1:50 PM

Jeff Bonick, Partner CliftonLarsonAllen

No

Jon Fox,

Auditor V

Phone:  Jeff Bonick   1-309-495-8731

Lisa Warden & Jon Fox  1-217-524-2149

10 minutes

Jeff stated he is interested in the FY16 Financial, Compliance, and Single audit of Southern Illinois University and the firm is independent.  Lisa will send a request for an informal proposal after the FY15 SIU audit is finalized and we will plan on contracting in March and a April start on the engagement.

Lisa Warden

Auditor V

01/21/16

2:45 PM

Gilda Priebe, Partner

EC Ortiz & Co, LLP

No

None

Phone:  Gilda Priebe  1-312-876-1900

Lisa Warden  1-217-785-2683

20 minutes

Gilda stated EC Ortiz is interested in the FY15/16 financial and compliance audit of Illinois State Board of Education. The firm is independent.  This will be the firm’s sixth and last rotation on the engagement.  The firm would like to start work in May, so Lisa will send a request for an informal proposal in March and we will contract in April.  Approximately $23,000 is planned for Phase I audit work.

Thomas L. Kizziah

Audit Manager V

1/21/16

4:00 PM

Cathy Baumann, Partner – KPMG LLP

No

None

Phone:

Cathy Baumann                 312-665-8980

Thomas L. Kizziah              312-814-4073

3 minutes

I called Cathy to ask her if she was still interested and independent in order to perform the June 30, 2016 engagement for the Illinois Housing Development Authority.  Cathy stated that they were interested and independent to perform the engagement as our Special Assistant Auditors.

Thomas L. Kizziah

Audit Manager V

1/21/16

4:45 PM

Joseph Evans, Partner, RSM US LLP

No

None

Phone:

Joseph Evans                       847-413-6919

Thomas L. Kizziah              312-814-4073

3 minutes

I called Joe to ask him if he was still interested and independent in order to perform the June 30, 2016 engagements for Northern Illinois University and Illinois Department of Employment Security.  Joe stated he was interested and independent to perform both engagements as our Special Assistant Auditors.

Bruce Bullard

Director

1/25/16

1:30pm

Amy Sherwood

Partner

Sikich LLP

No

None

Phone

Amy Sherwood 217-793-3363

Bruce Bullard 217-782-0811

6 minutes

Ms. Sherwood called about one of the OAG RFP currently on the street. She had a general question which I addressed. The nature of the question and the response provide do not require a notice to the Procurement Bulletin on the Office website.

Bruce

Bullard

Director

1/26/16

3:10pm

Janice Romack

Partner

West & Company

No

None

Phone

Janice Romack 618-664-4848

Bruce Bullard 217-782-0811

7 minutes

Ms. Romack called about OAG Notification of Intent to Issue Request for Proposals on the OAG web site. The specific question pertained to the Group 1 RFP listings and the main location column associated with RFP 16-1 pertaining to the State Universities Retirement System. In summary, our listing indicated Springfield. I explained that this was in error and the correct main location was Champaign, Illinois. I further indicated that we would revise the Procurement Bulletin on the OAG web site for this matter. I thanked Ms. Romack for the telephone call.

Gordon French IS IV

01/27/16

11:52AM

Heather Slager  Tiger Direct

 

Jason Contreras  Insight

 

Gus Monson  CDWG

No

 

 

No

 

 

No

None 

 

 

None

 

 

None

Email: Heather.SlagerATtigerdirect.com

 

 

Email: Jason.ContrerasATinsight.com

 

 

Email: gusmATcdw.com

Email

 

 

Email

 

 

Email

Price quote on 5 cartridges for HP 5550 printer & HP 400

Paul Usherwood, Contract Manager

01/28/16

3:40 pm

Gilda Priebe, Partner

E.C. Ortiz & Co. LLP

No

Ed Ortiz, Partner

Elda Arriola, Manager

E.C. Ortiz & Co., LLP

Email: GbpriebeATecortiz.com

           ECOrtizATecortiz.com

           EBArriolaATecortiz.com

           rpusherwoodATauditor.illinois.gov

Email

Discussed Department of Insurance engagement for the two years ending June 30, 2016 with Ms. Priebe.  Ms. Priebe indicated that E.C. Oritz & Co was interested in performing the engagement and that she was not aware of any conflicts of interest or independence issues that would affect them contracting with the OAG.  Provided the early work budgeted amount, Ms. Priebe indicated they would have no problem completing that level of work prior to June 30, 2016