July2019.htm

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.
Jim Dahlquist Sr Adm Mgr	07/02/2019 10:20 AM	John Gioeli, Director, Gov’t Programs, Becker Professional Education	No	None	Phone: 703-631-8840	40 minutes	Discussed new on-line course contract, features and services.
Jim Dahlquist Sr Adm Mgr	07/02/2019 11:21 AM	John Gioeli, Director, Gov’t Programs, Becker Professional Education	No	None	Email: jdahlquist-at-auditor.illinois.gov jgioeliATbecker.com	Email	Renewal documents from Becker’s On Demand and Webcast subscription program.
Jeanne Michaud Auditor V	07/24/2019 16:12 PM	Mike Morrissey, Partner Mcgreal and Company, PC	No	None	Email: jmichaud-at-auditor.illinois.gov mikem-at-mcgreal.com	Email	Received proposed hours and rates from Mike Morrissey, Partner at McGreal and Company, PC for the 6/30/19 audits of ROE #'s 16 and 56
Jeanne Michaud Auditor V	07/25/2019 11:36 AM	Mike Morrissey, Partner Mcgreal and Company, PC	No	None	Email: jmichaud-at-auditor.illinois.gov mikem-at-mcgreal.com	Email	Emailed Mike Morrissey, Partner at McGreal and Company, PC to let him know the hours and rates proposed by the firm for the 6/30/19 audits of ROE #'s 16 and 56 were accepted.
Jeanne Michaud Auditor V	07/26/2019 08:56 AM	Tami Knight, Partner Kemper CPA Group, LLP	No	Kimberly Walker, Partner Kemper CPA Group, LLP	Email: jmichaud-at-auditor.illinois.gov tknight-at-kempercpa.com kwalker-at-kempercpa.com	Email	Received proposed hours and rates from Tami Knight, Partner at Kemper CPA Group, LLP for the 6/30/19 audits of ROE #'s 9, 41, 53 and ISC #'s 1 and 4.
Jeanne Michaud Auditor V	07/26/2019 09:37 AM	Tami Knight, Partner Kemper CPA Group, LLP	No	Kimberly Walker, Partner Kemper CPA Group, LLP	Email: jmichaud-at-auditor.illinois.gov tknight-at-kempercpa.com kwalker-at-kempercpa.com	Emails over the course of 136 minutes	Emailed questions to Tami Knight, Partner at Kemper CPA group about proposed hours and rates submitted for the 6/30/19 ROE/ISC audits. Received a revised spreadsheet with proposed hours and rates for 6/30/19 ROE #'s 9, 30, 41, 53 and ISC #'s 1 and 4.
Jeanne Michaud Auditor V	07/29/2019 13:14 PM	Tami Knight, Partner Kemper CPA Group, LLP	No		Email: jmichaud-at-auditor.illinois.gov tknight-at-kempercpa.co	Email	Emailed Tami Knight, Partner at Kemper CPA group to let her know the hours and rates proposed by the firm for the 6/30/19 ROE/ISC audits of ROE #'s 9, 30, 41, 53 and ISC #'s 1 and 4 were accepted.
Donna Humphries IT Manager	07/30/2019 14:11 PM	Jason Edwards w/ WaveCrest	No	None	Email: jedwardsATwavecrest.net Phone: 321-953-5351	Email Phone (10 minutes)	Request info & quote on CyFin VM software