July 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. |
|---|---|---|---|---|---|---|---|
| Jim Dahlquist Sr Adm Mgr | 07/01/2020 09:55 AM | John Gioeli, Director,Gov’t Programs, Becker Professional Education | No | None | Phone Dahlquist: 217-785-XXXX Gioeli: 703-631-XXXX |
20 minutes | Discussed new on-linecourse contract, features and services. |
| Jim Dahlquist Sr Adm Mgr | 07/01/2020 11:55 AM | John Gioeli, Director,Gov’t Programs, Becker Professional Education | No | Christina Jones-Heiden,Gov’t Account Mgr, Becker Professional Education | Email: jdahlquist-at-auditor.illinois.gov jgioeli-at-becker.com Cjones-Heiden-at-becker.com |
Subscription agreement documents for Becker’s Webcast and On Demand Continuing Professional Education offerings. | |
| Peggy Hartson, Audit Manager | 07/01/2020 09:46 AM | Leiliani Rodrigo, Partner Roth & Co LLP | No | Ed Ortiz, Partner Roth & Co LLP | Email: pahartson-at-auditor.illinois.gov lnrodrigo- at -rothcocpa.com ecortiz- at -rothcocpa.com |
Emailed the welcome letter and attachments for the Department of Military Affairs FY19/20 engagement. | |
| Peggy Hartson, Audit Manager | 07/02/2020 18:16 PM | Beulah Castro, Administrative Asst Roth & Co LLP | No | Leiliani Rodrigo, Partner Roth & Co LLP | Email: bcastro- at -rothcocpas.com lnrodrigo- at -rothcocpa.com | The informal proposal documents for the Department o Military Affairs FY19/20 engagement were sent. | |
| Janis Van Durme Senior Audit Manager V |
07/02/2020 08:35 AM | Jennifer Roan, Partner Adelfia LLP |
No | None | Phone: Van Durme: 217-685-XXXX Roan: 312-804-XXXX |
10 minutes | Mrs. Roan and I agreed that Adelfia would provide revised Informal Proposals for the FY20 and FY21 Illinois and DuQuoin State Fair in early August once they obtain further information from the Department of Agriculture to assess the number of hours that would be needed. Fieldwork would be delayed until January 2021. |
| Peggy Hartson, Audit Manager | 07/06/2020 15:05 PM | Leiliani Rodrigo, Partner Roth & Co LLP | No | None | Email: pahartson-at-auditor.illinois.gov lnrodrigo- at -rothcocpa.com |
Emailed Leiliani to let her know the proposal was approved and I would send the contract documents for signature | |
| Jeanne Michaud, Audit Manager | 07/14/2020 16:02 PM | Leilani Rodrigo, Partner Roth& Co LLP |
No | None | Phone: Leilani 312-876-XXXX Jeanne 312-814-XXXX |
10 minutes | Called Leilani Rodrigo, Partner at E.C. Ortiz to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20. |
| Jeanne Michaud, Audit Manager | 07/15/2020 13:14 PM | Nick Cavaliere, Partner Baker, Tilly, Virchow, Krause, LLP |
No | None | Phone: Nick 630-990-XXXX Jeanne 312-814-XXXX |
1 minute | Called and left a message for Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP regarding the 6/30/20 audit of ISC #4. |
| Jeanne Michaud, Audit Manager | 07/15/2020 13:19 PM | Joel Hopkins, President Hopkins & Associates |
No | None | Phone: Joel 815-339-XXXX Jeanne 312-814-XXXX |
5 minutes | Called Joel Hopkins, President Hopkins & Associates to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20. |
| Jeanne Michaud, Audit Manager | 07/15/2020 14:45 PM | Nick Cavaliere, Partner Baker, Tilly, Virchow, Krause, LLP |
No | None | Phone: Nick 630-645-XXXX Jeanne 312-814-XXXX |
17 minutes | Received a return call from Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP regarding the 6/30/20 audit of ISC #4. |
| Jeanne Michaud, Audit Manager | 07/15/2020 14:22 PM | Leilani Rodrigo, Partner Roth& Co LLP |
No | None | Email: lrodrigo-at-rothcocpa.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 137 minutes | Sent follow e-mail to Leilani Rodrigo, Partner at E.C. Ortiz to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20. Leilani submitted proposed hours and rate for this audit. |
| Jeanne Michaud, Audit Manager | 07/15/2020 14:25 PM | Joel Hopkins, President Hopkins & Associates |
No | None | Email: joel-at-hopkinsoffice.com jmichaud-at-auditor.illinois.gov |
Sent follow up e-mail to Joel Hopkins, President Hopkins & Associates to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20. | |
| Jim Dahlquist Sr Adm Mgr | 07/16/2020 10:45 AM | John Gioeli, Director,Gov’t Programs, Becker Professional Education | No | Christina Jones-Heiden,Gov’t Account Mgr, Becker Professional Education | Email: jdahlquist-at-auditor.illinois.gov jgioeli-at-becker.com Cjones-Heiden-at-becker.com |
Final subscription agreement documents for Becker’s Webcast and On Demand Continuing Professional Education offerings. | |
| Jeanne Michaud, Audit Manager | 07/16/2020 11:59 AM | Nick Cavaliere, Partner Baker, Tilly, Virchow, Krause, LLP |
No | None | Email: n.cavaliere-at-bakertilly.com jmichaud-at-auditor.illinois.gov |
Sent follow e-mail to Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP to see if their firm would be interested in conducting the audit of ISC 4 for 6/30/20 along with some requested information regarding ISC #4. | |
| Donna Humphries, IT Manager | 07/20/2020 09:47 AM | Jason Edwards, Acct. Rep for Wavecrest | No | None | Email: jedwardsATwavecrest.net dhumphriesATauditor.illinois.gov | Request price quote for firewall user info software (CyFin). | |
| Joe Butcher, Performance Audit Director | 07/01/2020 20:20 PM | Cory Nanus, FSA, EA Aon Consulting, Inc. |
No | Bridget Gainer, Actuarial Assistant Aon Consulting, Inc. |
Email: jbutcher-at-auditor.illinois.gov cory.nanus-at-aon.com |
Cory provided updated contract information regarding hours, fees, and personnel for the CTA reviews. | |
| Gordon French IS V | 07/21/2020 09:00 AM | CDS & CDW-G & INSIGHT sales, online | No | None | Email: www.cds.com www.cdwg.com www.insight.com |
Online | Price quotes on HP 24" Monitors |
| Gordon French IS V | 07/23/2020 11:31 AM | Erica Sommer, E-Z Audit Sales | No | None | Email: salesATezaudit.net gjfrencATauditor.illinois.gov |
Price quote on E-Z Audit 100 PC, annual license | |
| Jeanne Michaud, Audit Manager | 07/28/2020 15:24 PM | Colleen Porter, Manager McGreal & Company, PC |
No | None | Email: colleenp-at-mcgreal.com jmichaud-at-auditor.illinois.gov |
Received proposed hours and rates for the 6/30/20 audit of ROE #56 from Colleen Porter Manager at McGreal & Company, PC. | |
| Jeanne Michaud, Audit Manager | 07/29/2020 10:03 AM | Mike Morrissey, Partne McGreal & Company, PC |
No | Colleen Porter, Manager McGreal & Company, PC |
Email: mikem-at-mcgreal.com colleenp-at-mcgreal.com jmichaud-at-auditor.illinois.gov |
E-mailed Mike Morrissey, Partner at McGreal & Company to let him know the proposed hours and rates for the 6/30/20 audit of ROE #56 were approved. | |
| Jeanne Michaud, Audit Manager | 07/29/2020 10:50 AM | Joel Hopkins, President Hopkins & Associates |
No | None | Email: joel-at-hopkinsoffice.com jmichaud-at-auditor.illinois.gov |
Sent follow up e-mail to Joel Hopkins, President Hopkins & Associates to see if their firm was still interested in conducting the audit of ISC 4 for 6/30/20. | |
| Jeanne Michaud, Audit Manager | 07/29/2020 12:09 PM | Nick Cavaliere, Partner Baker, Tilly, Virchow, Krause, LLP |
No | None | Email: n.cavaliere-at-bakertilly.com jmichaud-at-auditor.illinois.gov |
Sent follow up e-mail to Nick Cavaliere, Partner at Baker, Tilly, Virchow, Krause, LLP to see if their firm was still interested in conducting the audit of ISC 4 for 6/30/20. |