November 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.
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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. |
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Gordon French IS IV |
11/17/17 11:48AM |
Gus Monson: Sales @ CDWG Ron Clark: Sales @ CDS |
No |
N/A |
Email: gusATcdw.com
Online: http://www.cdsot.com/ |
Online |
Price quote on cartridges, labels, flash drives & DVI cables |
|
Jeanne Michaud, Auditor IV |
11/20/17 12:07AM |
Colleen Porter, Manager McGreal & Company, PC Michael P. Morrissey, Partner McGreal & Company, PC |
No |
N/A |
Email: Colleen Porter Colleenp-at-mcgreal.com Jeanne Michaud Jmichaud-at-auditor.illinois.gov Letter: Michael P. Morrissey |
N/A |
Received an e-mail from Colleen Porter, Manager at McGreal & Company, PC. Attached was a letter from Michael P. Morrissey, Partner at McGreal & Company, PC containing the proposed hours and rates for the 6/30/17 audit of ROE #56 Will County. |
|
Jeanne Michaud, Auditor IV |
11/21/17 1:33PM |
Michael P. Morrissey, Partner McGreal & Company, PC |
No |
N/A |
E-mail: Jeanne Michaud Jmichaud-at-auditor.illinois.gov Mikem-at-mcgreal.com Michael Morrissey |
N/A |
E-mailed Michael P. Morrissey, Partner at McGreal & Company, PC with a counter offer for the 6/30/17 audit of ROE #56 Will County. |
|
Jeanne Michaud, Auditor IV |
11/21/17 1:53PM |
Michael P. Morrissey, Partner McGreal & Company, PC |
No |
N/A |
E-mail: Jeanne Michaud Jmichaud-at-auditor.illinois.gov Mikem-at-mcgreal.com Michael Morrissey |
N/A |
Received an e-mail from Michael P. Morrissey, Partner at McGreal & Company, PC accepting our counter offer of proposed hours and rates for the 6/30/17 audit of ROE #56 Will County. |
|
Jeanne Michaud, Auditor IV |
11/21/17 1:53PM |
Michael P. Morrissey, Partner McGreal & Company, PC |
No |
N/A |
E-mail: Jeanne Michaud Jmichaud-at-auditor.illinois.gov Michael Morrissey Mikem-at-mcgreal.com |
N/A |
Sent an e-mail response to Michael P. Morrissey, Partner at McGreal & Company, PC confirming our negotiated contract amount for the 6/30/17 audit of ROE #56 Will County. |
|
Jeanne Michaud, Auditor IV |
11/21/17 2:02PM |
Colleen Porter, Manager McGreal & Company, PC |
No |
N/A |
E-mail: Colleen Porter Colleenp-at-mcgreal.com Michael Morrissey Mikem-at-mcgreal.com Jeanne Michaud Jmichaud-at-auditor.illinois.gov Letter: Michael P. Morrissey |
N/A |
Received an e-mail from Colleen Porter, Manager at McGreal & Company PC. Attached was a letter from Michael P. Morrissey, Partner at McGreal & Company, PC containing the updated proposed hours and rates for the 6/30/17 audit of Will County ROE #56 negotiated on 11/21/17. |
|
Gordon French IS IV |
11/17/17 3:57PM |
JP Wilson: Sales @ ASI Systems, Inc. |
No |
N/A |
Email: jpwilsonATasisystem.com |
|
Price quote on HPE Server and accessories & MS server license w/ CALs |
|
Gordon French IS IV |
11/21/17 12:13PM |
Brandon Engel: Sales @ MicroFocus |
No |
N/A |
Email: brandoneATmicrofocus.com |
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Quote for annual “Reload” for Groupwise support. |
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Sara Metzger, Audit Manager |
11/20/17 10am |
Amy Sherwood, Partner Sikich LLP |
No |
N/A |
Telephone: Sara Metzger 217-785-2982 Amy Sherwood 217-793-3363 |
3 minutes |
Inquired with Ms. Sherwood as to the firm’s interest and independence for performing consulting services related to the FY2017 Statewide CAFR. Ms. Sherwood stated Mr. Fred Lantz is interested and they are not aware of any independence issues. |
|
Gordon French IS IV |
11/28/17 3:23PM |
Gus Monson: Sales @ CDWG |
No |
N/A |
Email: gusATcdw.com
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Price quote on Eaton UPS Battery |
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