June 2017

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.

 Kathy Lovejoy Audit Manager

June 5, 2017

Richard Scarfino, Partner

BDO USA, LLP

No

None

Mail- BDO USA, LLP

101 South Hanley Road, Suite 800

St. Louis, MO 63105

 NA

Sent IL SOC Examination assistance contract to firm for signature.

 Terri Davis

Fiscal Officer

6/1/17

11:14 am

Nadine Liberatore

R.K. Dixon

Strategic Acct. Ex.

No

None

Email:

tldavis-at-auditor.illinois.gov

nliberator-at-rkdixon.com

 Email

 Received FY18 renewal pricing for Lanier copiers.

Megan Green

Audit Manager

6/2/17

8:48 a.m.

6/7/17

11:32 a.m.

 

Robert Arnholt, Partner

Doehring, Winders & Co. LLP

No

None

Email:

Robert Arnholt: rarnholt-AT-dwcocpa.com

Megan Green: mgreen-AT-auditor.illinois.gov

Email

I informed Robert the Doehring and Windersí informal proposal for the FY16/17 compliance examination has been accepted.† Robert responded he signed and mailed out the contract to me.†

Gordon French

IS IV

 6/7/17

8:32AM

Gus Monson CDW Sales

Jason Contreras Insight Sales

Ron CDS Tech Sales

 No

 

Email:

gusmAcdw.com

Jason.ContrerasAinsight.com

Online:  www.cdsofficetech.com

 Email

 

 

Online

Asked for quotes on toner cartridges, solid state hdd & KVM

 Jim Dahlquist

Sr. Adm. Mgr.

 6/14/17

9:58 a.m.

 Jennifer Williamson

Senior Training Consultant

Fred Pryor Seminars

 No

 None

 Email: jrossATpryor.com

 NA

 Discussed CPE options for participants enrolled in the Training Rewards program.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/14/17

10:30 a.m.

Tim Carpenter, Inside Sales Specialist, Becker Professional Education

 No

 None

 Oral by phone:

(877) 814-7488

 25 minutes

Discussed Beckerís On Demand and Webcast subscription program.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/14/17

2:28 p.m.

Tim Carpenter, Inside Sales Specialist, Becker Professional Education

 No

 None

 Email:

TCarpenterATbecker.com

 NA

Provided information on Beckerís Continuing Professional Education program.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/14/17

2:20 p.m.

Don Self, CPE Specialist, Thomson Reuters

 No

 None

 Oral by phone:

(800) 431-9025

 15 minutes

Discussed the Thomson Reuters Checkpoint Learning Packages.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/14/17

2:47 p.m.

Don Self, CPE Specialist, Thomson Reuters

 No

 None

Email: donald.selfATthomsonreuters.com

 NA

Provided info on the Thomson Reuters Checkpoint learning Packages.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/15/17

11:20 a.m.

Jay, Corporate Solutions Rep

No

 None

 Oral by phone: (844) 690-2167

 20 minutes

Discussed Western CPEís individual CPE training program.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/15/17

4:53 p.m.

Jay, Corporate Solutions Rep

No

 None

 Email: jay.greeneATwesterncpe.com

NA

Provided information on Western CPEís individual CPE training program.

Gordon French

IS IV

 6/6/17

1:53PM

ACL Services Ltd

Cynthia Coulthard, Sales

 No

 None

 Email: accountingATacl.com

 Email

 Price quote for annual support of ACL

Gordon French

IS IV

 6/14/17

5:11PM

ASI System Integration

JP Wilson, sales

No

 None

 Email: jpwilsoATasisystem.com

 Email

 Price quote for annual support of our Sophos Firewall

Gordon French

IS IV

 6/21/17

8:32AM

Gus Monson CDW

Brandon Engel, Sales

No

 None

 Email: brandoneATgwava.com

 Email

 Price quote for annual support on GWAVA & Retain

Donna Humphries

IS V

 6/14/17

9:00AM

Techno Consulting

Brad Gordon

No

 None

 OAG Springfield conference room

 N/A

 Reviewed and signed new FY18 consulting contract.

Stephanie Wildhaber,

Audit Manager

6/21/17

11:37am

Kate Ward, Partner

Kerber, Eck & Braeckel

No

None

Phone:

Kate Ward (217) 789-0960

Stephanie Wildhaber (217) 558-3971

4 minutes

Discussed the financial and compliance examination for FY16/17 for Illinois Literacy Foundation

 Jim Dahlquist

Sr. Adm. Mgr.

 6/23/17

9:00 a.m.

John Gioeli, Director, Govít Programs, Becker Professional Education

 No

 None

 Oral by phone:

(703) 631-8840

 35 minutes

Discussed Beckerís On Demand and Webcast subscription program.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/23/17

10:19 a.m.

10:55 a.m.

John Gioeli, Director, Govít Programs, Becker Professional Education

 No

 None

Email: jgioeliATbecker.com

 Email

Price Quote and contractual documents from Beckerís On Demand and Webcast subscription program.

 Joe Butcher, Audit Manager

6/14/17

10:25 am

Cory Nanus, FSA, EA

Aon Hewitt

No

Ameen Dada, Director of Performance Audits

Email: cory.nanusATaonhewitt.com

 Email

Inquired of Aonís interest in continuing to do the CTA reviews.  Asked Cory to provide updated information on hours, fees, and personnel.

  Joe Butcher, Audit Manager

 6/23/17

1:05 pm

 Cory Nanus, FSA, EA

Aon Hewitt

No

 Ameen Dada, Director of Performance Audits

Email: cory.nanusATaonhewitt.com

 Email

Cory provided updated information on hours, fees, and personnel as previously requested. 

Gordon French

IS IV

 6/27/17

11:09AM

CDS Office Technologies

 

CDW-G Gus Monson Sales

Insight Jason Contreras Sales

 No

 None

http://www.cdsot.com

 

gusmATcdw.com

Jason.ContrerasATinsight.com

Online

 

Email

Email

 Price quote for final maintenance/cartridge order

 Jim Dahlquist

Sr. Adm. Mgr.

 6/28/17

2:10 p.m.

John Gioeli, Director, Govít Programs, Becker Professional Education

 No

 None

 Oral by phone:

(703) 631-8840

 10 minutes

Discussed Beckerís On Demand and Webcast contract information.

 Jim Dahlquist

Sr. Adm. Mgr.

 6/28/17

3:25 p.m.

John Gioeli, Director, Govít Programs, Becker Professional Education

 No

 None

Email: jgioeliATbecker.com

 Email

E-mailed contractual documents for Beckerís On Demand and Webcast subscription program.

Josť G. Roa,

Audit Manager

6/14/17

7:00 am

7:01 am

8:25 am

11:00 am

11:08 am

 

 

Jennifer Roan, Partner

Adelfia LLC

No

None

Email:

jroa-at-auditor.illinois.gov

jsroan-at-adelfiacpas.com

 Email

Provided revised timetable for amendment on the FY16 financial audit for the Illinois Workersí Compensation Commission Ė Self Insurers Security Fund engagement. Firm reviewed and revised based on continued correspondence and came to an agreement.

 

Josť G. Roa,

Audit Manager

6/29/17

11:20 am

2:00 pm

 

Jennifer Roan, Partner

Adelfia LLC

No

None

Phone:

Josť G. Roa: 312-814-4008

Jennifer Roan: 312-240-9500

 

10 minutes

5 minutes

Discussed estimated hours for amendment and new FY18 contract on the FY16 financial audit for the Illinois Workersí Compensation Commission Ė Self Insurers Security Fund engagement. Notified Firm that contract will be drafted for signatures and provided the next day.

 

Josť G. Roa

Audit Manager

Dan Nugent

Audit Manager

6/30/17

11:40 am

 

Jennifer Roan, Partner

Adelfia LLC

No

None

In person

Workerís Compensation Commissionís Office

James R. Thompson Center

100 W. Randolph St, Suite 8-200

Chicago, IL 60601

10 minutes

Provided amendment and new FY18 contract on the FY16 financial audit for the Illinois Workersí Compensation Commission Ė Self Insurers Security Fund engagement for signature.