November 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 |
Date/time of contact |
Name and title of |
Registered |
Name and title |
Method of contact (oral
by phone, oral |
Approximate |
Provide a detailed
summary of the points made by each |
|
Jim Dahlquist Sr Adm Mgr |
11/17/2020 00:00 AM |
Bret Kobel, Managing Partner, Verracy |
No |
None |
Phone: Dahlquist 217-785-xxxx Kobel 512-658-xxxx |
10 minutes |
Called Bret Kobel to ask about a training course his organization provided at a Feb 2020 ISACA event. |
|
Sara Metzger |
11/03/2020 17:45 PM |
Amy Sherwood, Partner |
No |
None |
smetzger-at-auditor.illinois.gov |
|
Firm provided informal proposal for CAFR consulting work |
|
Sara Metzger |
11/05/2020 11:39 AM |
Amy Sherwood, Partner |
No |
None |
smetzger-at-auditor.illinois.gov |
|
Let firm know proposal was accepted and contract ready for signature |
|
Jeanne Michaud |
11/17/2020 11:26 AM |
Jennifer Roan, Partner |
No |
Stella Santos, Patner |
jsroan-at-adelfiacpas.com |
|
Jennifer Roan, Partner provided amended timetables for the 6/30/20 audits of ROE #'s1, 9, 16, 17, 26, 28, 33 and 53. |
|
Jeanne Michaud |
11/18/2020 13:45 PM |
Tonya Lofgren Manager |
No |
None |
Tonya Lofgren (815)
265-XXXX |
2 minutes |
Tonya Lofgren, Manager provided amended date for the amended timetable for the 6/30/17 audit of ROE #4. |
|
Jeanne Michaud |
11/19/2020 14:44 PM |
John Wysocki, Partner |
No |
Katy MacDonna, Auditor II |
john.wysocki-at-cpagwa.com |
|
John Wysocki, Partner provided revised timetable to amend the 6/30/17 audit of ISC #2. |
|
Jeanne Michaud |
11/19/2020 17:20 PM |
John Wysocki, Partner |
No |
Katy MacDonna, Auditor II |
john.wysocki-at-cpagwa.com |
|
John Wysocki, Partner provided new Schedule 2 for amendment of the 6/30/17 audit of ISC #2. |
|
Jeanne Michaud |
11/20/2020 10:47 AM |
Tonya Lofgren Manager |
No |
None |
tlofgren-at-wipfli.com |
|
Tonya Lofgren, Manager proposed hours and rate for Wipfli to perform the 6/30/18 audit of ROE #4. |
|
Megan Green, Audit Manager |
11/04/2020 15:18 PM |
Amy Sherwood |
No |
None |
Email:
Amy.Sherwood-at-sikich.com |
|
I asked Amy when she would be ready to start the contracting process for the Illinois State Employees' Deferred Compensation engagement. She responded that getting the contract done in November/December works fine. |
|
Megan Green, Audit Manager |
11/08/2020 10:32 AM |
Amy Sherwood |
No |
None |
Email:
Amy.Sherwood-at-sikich.com |
|
Provided Amy with the Welcome Letter and attachments for the Illinois State Employees' Deferred Compensation engagement. |
|
Megan Green, Audit Manager |
11/10/2020 16:49 PM |
Amy Sherwood |
No |
None |
Email:
Amy.Sherwood-at-sikich.com |
|
Amy provided me with the informal proposal for the Illinois State Employees' Deferred Compensation engagement. |
|
Megan Green, Audit Manager |
11/17/2020 09:31 AM |
Amy Sherwood |
No |
None |
Email:
Amy.Sherwood-at-sikich.com |
|
I let Amy know that the draft contract has been approved, and that I would be mailing out the draft contract for her signature that day. |
|
Stacie Sherman, Audit Manager |
11/23/2020 08:39 AM |
Adam Pulley |
No |
Andrew Zebell, Manager |
Email:
adam.pulley-at-claconnect.com |
|
Adam provided amendment dates for the FY20 DCFS financial audit. |
|
Janis Van Durme |
11/04/2020 11:26 AM |
Tom Leach, Partner |
No |
Email:
Tom.Leach-at-Sikich.com |
Mr. Leach stated he thought a contract amendment for the Department of Healthcare and Family Services' FY20 financial audit Phase II Timetable would need to be done and asked to set up phone call to discuss dates. |
||
|
Janis Van Durme |
11/04/2020 13:33 PM |
Tom Leach, Partner |
No |
Phone: Tom Leach (217)
423-6000 |
5 minutes |
I called Mr. Leach to discussed and we agreed on proposed revised contract amendment dates for the Department of Healthcare and Family Services' FY20 financial audit Phase II Timetable. |
|
|
Janis Van Durme |
11/12/2020 13:42 PM |
Tom Leach, Partner |
No |
Email:
Tom.Leach-at-Sikich.com |
Mr. Leach emailed me the signed contract amendment documents for the Department of Healthcare and Family Services' FY20 financial audit Phase II Timetable. |
||
|
Janis Van Durme |
11/02/2020 15:03 PM |
Bill Sarb, Audit Manager |
No |
Linda Abernethy, Partner |
Email:
Linda.Abernethy-at-rsmus.com |
Mr. Sarb sent me the proposed revised dates for the amended Department of Revenue's FY20 financial audit Phase II Timetable. |
|
|
Janis Van Durme |
11/04/2020 09:17 AM |
Linda Abernethy, Partner |
No |
Ryan Caldwell, Audit
Manager |
Email:
Linda.Abernethy-at-rsmus.com |
Ms. Abernethy submitted proposed revised dates for the Department of Human Services' FY20 financial audit Phase II Timetable. |
|
|
Janis Van Durme |
11/04/2020 07:57 AM |
Bill Sarb, Audit Manager |
No |
Linda Abernethy, Partner |
Email:
Linda.Abernethy-at-rsmus.com |
I sent Mr. Sarb some questions regarding the proposed revised dates for the amended Department of Revenue's FY20 financial audit Phase II Timetable. |
|
|
Janis Van Durme |
11/04/2020 08:29 AM |
Bill Sarb, Audit Manager |
No |
Linda Abernethy, Partner |
Email:
Linda.Abernethy-at-rsmus.com |
Mr. Sarb wanted to set up a time to discuss the questions I had regarding the proposed revised dates for the amended Department of Revenue's FY20 financial audit Phase II Timetable. |
|
|
Janis Van Durme |
11/04/2020 09:00 AM |
Bill Sarb, Audit Manager |
No |
Phone: Mr. Sarb (XXX)
XXX-6695 |
5 minutes |
Mr. Sarb and I discussed and agreed upon the proposed revised dates for the amended Department of Revenue's FY20 financial audit Phase II Timetable. I stated I would provide a write-up of those dates for final approval from RSM. |
|
|
Janis Van Durme |
11/05/2020 13:11 PM |
Bill Sarb, Audit Manager |
No |
Linda Abernethy, Partner |
Email:
Linda.Abernethy-at-rsmus.com |
I sent Mr. Sarb the proposed revised dates for the amended Department of Revenue's FY20 financial audit Phase II Timetable for RSM final approval. |
|
|
Janis Van Durme |
11/09/2020 06:02 AM |
Bill Sarb, Audit Manager |
No |
Linda Abernethy, Partner |
Email:
Linda.Abernethy-at-rsmus.com |
Mr. Sarb approved the proposed revised dates for the amended Department of Revenue's FY20 financial audit Phase II Timetable. |
|
|
Janis Van Durme |
11/05/2020 13:36 PM |
Linda Abernethy, Partner |
No |
Email:
Linda.Abernethy-at-rsmus.com |
I sent Mrs. Abernethy revised proposed dates for the Department of Human Services' FY20 financial audit Phase II Timetable. |
||
|
Janis Van Durme |
11/05/2020 13:43 PM |
Linda Abernethy, Partner |
No |
Email:
Linda.Abernethy-at-rsmus.com |
Mrs. Abernethy agreed to my proposed revised dates for the Department of Human Services' FY20 financial audit Phase II Timetable. |
||
|
Jeanne Michaud |
11/24/2020 09:58 AM |
Tonya Lofgren Manager |
No |
None |
Email:
Tlofgren-at-wipfli.com |
|
Tonya Lofgren, Manager provided additional new dates for amended timetable for the 6/30/17 audit of ROE #4. |
|
Jeanne Michaud |
11/23/2020 17:17 PM |
Tim Gavin, Manager |
No |
Matt Beran, Partner |
Email:
tgavin-at-lauterbachamen.com |
|
Matt Beran, Manager provided new dates for amended timetable for the 6/30/19 audit of ROE #34. |
|
Jeanne Michaud |
11/23/2020 17:17 PM |
Tim Gavin, Manager |
No |
Matt Beran, Partner |
Email:
tgavin-at-lauterbachamen.com |
|
Tim Gavin, Manager proposed hours and rate for Lauterbach & Amen to perform the 6/30/19 audit of ROE #19. |
|
Jeanne Michaud |
11/25/2020 08:41 AM |
Kimberly Walker, Partner |
No |
None |
Email:
kwalker-at-kempercpa.com |
|
Kimberly Walker, Partner provided new dates for amended contracts for the 6/30/18 audit of ROE #30 and the 6/30/20 audit of ROE #41. |
|
Jeanne Michaud |
11/25/2020 14:00 PM |
Diana Smith, Partner |
No |
Alex Hagen, Partner, West
& Company |
Email:
dsmiht-at-westcpa.com |
|
Diana Smith, Partner provided new dates for amended contracts for the 6/30/20 audits of ROE #'s 32 and 39. |
|
Sara Metzger |
11/30/2020 08:38 AM |
Joel Daniels, Thomson Reuters |
No |
Susan Assadi, Thomson Reuters |
Email:
smetzger-at-auditor.illinois.gov |
|
Inquired about current price for PC2Q (SOC2 PPC) and asked Joel to add a prorated subscription to our account and try to get it on the same rotation as our other subscriptions. |
|
Sara Metzger |
11/30/2020 09:37 AM |
Joel Daniels, Thomson Reuters |
No |
Email:
smetzger-at-auditor.illinois.gov |
|
Joel responded that the price went down 10% (from the 720 originally quoted in August) and said it would be added 12/1 |