January 2020
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. |
|---|---|---|---|---|---|---|---|
| Donna Humphries, Mgr IT | 01/21/2020 11:45 AM | Brooke Hanson, Comast Business Sales | No | Phone: 847-585-4828 | 5min on phone | Discussed increase on our bill and asked for options on Internet speed | |
| Gordon French, IS V | 01/16/2020 14:51 PM | Nick Sampson, sales Unitrends | No | Donna Humphries, Mgr IT | Email: nsampsonATunitrends.com | Request quote to upgrade our current backup appliance w/ support | |
| Reddy Bommareddi, Auditor V | 01/23/2020 14:35 PM | Leilani Rodrigo, Partner E.C. Ortiz & Co., LLP | No | Phone: Leilani Rodrigo 312-876-1900 Reddy Bommareddi 217-558-3971 | 2 minutes | We discussed the need to amend the timetable for the Criminal Justice Information Authority engagement and amended dates. | |
| Stacie Sherman, Auditor IV | 01/02/2020 14:30 PM | Gilda Priebe, Partner Adelfia LLC | No | Phone: Gilda Priebe 312-650-5241 Stacie Sherman 217-782-0808 |
5 minutes | We discussed the need to amend the timetable for the Abraham Lincoln Presidential Library and Museum engagement. | |
| Stacie Sherman, Auditor IV | 01/06/2020 15:33 PM | Gilda Priebe, Partner Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Gilda sent me the proposed dates for the amended timetable for the Abraham Lincoln Presidential Library and Museum engagement. | ||
| Janis Van Durme, Auditor V | 01/17/2020 06:35 AM | Linda Abernethy, Partner RSM US LLP | No | Phone: Abernethy 630-533-1755 Van Durme 217-782-8393 |
7 minutes | Linda and I discussed amended timetable for the FY19 DHS financial audit engagement. | |
| Janis Van Durme, Auditor V | 01/23/2020 11:36 AM | Tom Leach, Sikich LLC | No | Email: Tom.Leach-at-sikich.com jvandurme-at-auditor.illinois.gov |
I suggested to Tom that we do an amendement to the timetable of the FY19 HFS financial audit engagement. | ||
| Janis Van Durme, Auditor V | 01/23/2020 11:39 AM | Tom Leach, Sikich LLC | No | Email: Tom.Leach-at-sikich.com jvandurme-at-auditor.illinois.gov |
Tom agreed to an amendement to the timetable of the FY19 HFS financial audit engagement would be wise. | ||
| Janis Van Durme, Auditor V | 01/23/2020 00:59 AM | Tom Leach, Sikich LLC | No | Email: Tom.Leach-at-sikich.com jvandurme-at-auditor.illinois.gov |
I suggested dates for the amendement to the timetable of the FY19 HFS financial audit engagement. | ||
| Stacie Sherman, Auditor IV | 01/09/2020 15:22 PM | Gilda Priebe, Partner Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I let Gilda know that I had mailed the amendment for the ALPLM engagement. | ||
| Stacie Sherman, Auditor IV | 01/13/2020 12:50 PM | Lisa Stinson, Manager, Crowe LLP | No | Brandon Reed, Manager Crowe LLP Chris Mower, Partner Crowe LLP Emily Flint, Senior Crowe LLP Molly Moss, Senior Crowe LLP |
Email: lisa.stinson-at-crowe.com brandon.reed-at-crowe.com chris.mower-at-crowe.com emily.flint-at-crowe.com molly.moss-at-crowe.com ssherman-at-auditor.illinois.gov |
I asked for suggested updated timelines for the Treasurer's Fiscal Officer engagement and Secure Choice engagement. | |
| Stacie Sherman, Auditor IV | 01/13/2020 08:13 AM | Stella Santos, Adelfia LLC | No | Ana Ausan, Manager Adelfia LLC Melissa Nafarrete, Senior Adelfia LLC |
Email: sbsantos-at-adelfiacpas.com arausan-at-adelfiacpas.com mgnafarrete-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I asked for suggested updated timelines for the WIU financial and compliance engagements. | |
| Stacie Sherman, Auditor IV | 01/16/2020 12:14 PM | Stella Santos, Adelfia LLC | No | Ana Ausan, Manager Adelfia LLC Melissa Nafarrete, Senior Adelfia LLC |
Email: sbsantos-at-adelfiacpas.com arausan-at-adelfiacpas.com mgnafarrete-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Stella provided updated timetables for the WIU engagement amendment. | |
| Angela Coleman Auditor III, Sheila Smith Senior Fiscal Assistant | 01/02/2020 15:00 PM | Alisha Terry, Inside Sales Executive Stericycle, Shred-it Inc. | No | None | Phone: (Conference Call) Angela Coleman, Sheila Smith- (217)-524-6473 Alisha Terry (612) 322-6874 | 15-20 min. | The purpose of the call was to request a quote for onsite records destruction. Ms. Terry stated she would respond with a Purge Service Agreement via email on 1/2/20. |
| Angela Coleman Auditor III, Sheila Smith Senior Fiscal Assistant | 01/06/2020 00:00 AM | Alisha Terry, Inside Sales Executive Stericycle, Shred-it Inc. | No | None | Email (Reply) Sent from: Sheila Smith (ssmith- at -auditor.illinois.gov) Sent to: Alisha Terry (Alisha.Terry- at -Stericycle.com) Cc: Terri Davis (tldavis- at -auditor.illinois.gov) Cc: Angela Coleman (acoleman- at -auditor.illinois.gov) | The Purge Service Agreement was approved by the Fiscal Officer and returned to Ms. Terry via email on 1/6/20. | |
| Jeanne Michaud, Auditor V | 01/21/2020 15:06 PM | Robert Arnholdt, Partner Doehring, Winders & Co. | No | None | Email: rarnholt-at-dwcocpa.com jmichaud-at-auditor.illinois.gov |
Robert provided an updated timetable for the ROE #50 6/30/19 engagement amendment. | |
| Jeanne Michaud, Auditor V | 01/22/2020 09:12 AM | Robert Arnholdt, Partner Doehring, Winders & Co. | No | None | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Kimberly provided an updated timetable for the ISC #4 6/30/19 engagement amendment. | |
| Jeanne Michaud, Auditor V | 01/24/2020 10:35 AM | Jennifer Roan, Partner, Adelfia LLC |
No | Stella Santos, Partner, Adelfia LLC Mavie Valera, Partner, Adelfia LLC Beth Obernuefemann, Audit Manager, OAG Jennifer Baptist, Audit Manager, OAG Rhonda Huff, Audit Manager, OAG |
Email: jsroan-at-adelfiacpas.com mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com bobernuefemann-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov rhuff-at-auditor.illinois.gov ssherman-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
Jennifer Roan provided updated timetables for the ROE # 17, 26, 28 and 33 engagement amendments. | |
| Janis Van Durme, Auditor V | 01/28/2020 07:36 AM | Tom Leach, Partner, Sikich LLP |
No | Email: jvandurme-at-auditor.illinois.gov Tom.Leach-at-sikich.com |
I inquired of Tom if an amendment needed to be done for the timetable of the compliance examination of HFS for FY18/19. If so, I asked him to provide me a proposed revised date for the end of fieldwork. | ||
| Janis Van Durme, Auditor V | 01/28/2020 09:25 AM | Tom Leach, Partner, Sikich LLP |
No | Email: jvandurme-at-auditor.illinois.gov Tom.Leach-at-sikich.com |
Tom agreed to an amendement to the timetable of the FY18/19 HFS compliance examination engagement and gave proposed dates to start the processing of the amendment. | ||
| Janis Van Durme, Auditor V | 01/31/2020 06:15 AM | Linda Abernethy, Partner, RSM US LLP |
No | Email: jvandurme-at-auditor.illinois.gov Linda.Abernethy-at-rsmus.com |
I inquired of Linda if an amendment needed to be done for the timetable of the compliance examination of DHS for FY18/19. If so, I asked her to provide me a proposed revised dates for an amendment. | ||
| Janis Van Durme, Auditor V | 01/31/2020 07:18 AM | Linda Abernethy, Partner, RSM US LLP |
No | Email: jvandurme-at-auditor.illinois.gov Linda.Abernethy-at-rsmus.com |
Linda stated she would get with her staff and work on some proposed dates if they decide an amendment is needed for the timetable of the compliance examination of DHS for FY18/19. | ||
| Michael Bradley, Sr. Admin. Clerk |
01/15/2020 09:36 AM | Jeremy Lookis, Internet Sales Manager, Landmark Ford | No | Phone: Michael Bradley (217) 622-6815 Jeremy Lookis (217) 685-6097 |
2 minutes | Requested quote for two 2020 Ford Transit Connect Passenger Vans (Shadow Black and Dark Blue) | |
| Sheila Smith, Sr. Fiscal Assistant |
01/15/2020 12:53 PM | Jeremy Lookis, Internet Sales Manager, Landmark Ford | No | Email: ssmith-at-auditor.illinois.gov jeremylookis.landmarkford-at-gmail.com |
Received quote for two 2020 Ford Transit Connect Passenger Vans (Shadow Black and Dark Blue) |