October 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. |
|
Jane Clark Director |
10/3/17 2:30pm |
Jeff Bonick Managing Partner CliftonLarsonAllen |
No |
None |
Phone: Jeff Bonick 309-472-4831 Jane Clark 217-971-0811 |
3 minutes |
Discussion with Mr. Bonick concerned a proposal submitted to the OAG in response to an RFP. I requested additional information from CliftonLarsonAllen. Mr. Bonick stated he would provide the information by the end of the day. |
|
Jane Clark Director |
10/3/17 5:40pm |
Jeff Bonick Managing Partner CliftonLarsonAllen |
No |
None |
Email: Jeff Bonick – jeff.bonick at claconnect.com; jane clark – jclark at auditor.illinois.gov |
|
Provided information requested earlier in the day regarding information in response to an RFP. |
|
Jane Clark Director |
10/12/17 1:30pm |
Amy Sherwood, Partner Sikich |
No |
None |
Phone: Amy Sherwood: 217-793-3363 Jane Clark: 217-782-0811 |
3 minutes |
A telephone call was made to Ms. Sherwood to let her know the OAG had selected Sikich’s proposal in response to the OAG competitive RFP process to perform the upcoming compliance examination of the Illinois State Board of Elections. Ms. Van Durme from the OAG would be in contact with the firm in the near future to discuss the contracting process. |
|
Jane Clark Director |
10/12/17 1:55pm |
Jeff Bonick Managing Partner CliftonLarsonAllen |
No |
None |
Phone: Jeff Bonick: 309-495-8731 Jane Clark: 217-782-0811 |
3 minutes |
A telephone call was made to Mr. Bonick to let him know the OAG had selected CliftonLarsonAllen’s proposal in response to the OAG competitive RFP process to perform the upcoming financial audit and compliance examination of the Illinois Toll Highway Authority. Mr. Kizziah from the OAG would be in contact with the firm in the near future to discuss the contracting process. |
|
Thomas L. Kizziah Audit Manager |
10/13/17 9:05am |
Jeff Bonick Managing Partner CliftonLarsonAllen |
No |
None |
Phone: Jeff Bonick 309-495-8731 Thomas L. Kizziah 217-782-0816 |
7 minutes |
I called Jeff to discuss the planned scope and timing of the Illinois State Toll Highway Authority engagement. We went through the forms I would need in order to draft the contract and we discussed the required interaction between CliftonLarsonAllen and the predecessor auditor. |
|
Janis Van Durme Audit Manager |
10/13/17 11:15 am |
Amy Sherwood, Partner Sikich |
No |
None |
Email. Janis Van Durme: jvandurme-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-Sikich.com |
|
The Welcome Letter and corresponding attachments were sent to Ms. Sherwood for the State Board of Elections FY16/17 Compliance Examination. |
|
Janis Van Durme Audit Manager |
10/13/17 2:56 pm |
Amy Sherwood, Partner Sikich |
No |
None |
Email. Janis Van Durme: jvandurme-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-Sikich.com |
|
Ms. Van Durme received requested documents from Welcome Letter for the State Board of Elections FY16/17 Compliance Examination. |
|
Janis Van Durme Audit Manager |
10/16/17 9:25 am |
Amy Sherwood, Partner Sikich |
No |
None |
Email. Janis Van Durme: jvandurme-at-auditor.illinois.gov Amy Sherwood: Amy.Sherwood-at-Sikich.com |
|
Ms. Van Durme let Ms. Sherwood know the draft contract was approved and the contract is now ready for signatures. |
|
Thomas L. Kizziah Audit Manager |
10/17/17 12:47pm |
Jeff Bonick Managing Partner CliftonLarsonAllen |
No |
None |
Email: Jeff Bonick – jeff.bonick at claconnect.com; Thomas L. Kizziah – tkizziah at auditor.illinois.gov |
|
Jeff emailed me the informal proposal forms I needed in order to draft the contract. |
|
Thomas L. Kizziah Audit Manager |
10/18/17 |
Chuck Kozlik Senior Manager CliftonLarsonAllen |
No |
None |
Address: 1301 W. 22nd Street, Suite 1100 Oak Brook, IL 60523
|
US Mail |
The Welcome Letter and the mandates were sent to Chuck for the Illinois State Toll Highway Authority engagement. |
|
Gordon French IS IV |
10/25/17 7:46AM |
Mat Buttrey PaperCut NG |
No |
None |
Email: supportATpapercut.com |
|
Asked for a quote on a 100 users for Papercut print management software |
|
Angela Coleman Performance Auditor III
Sheila Smith Senior Fiscal Assistant |
10/24/17 2:45pm. |
Bernice Walker, Inside Sales Executive, Stericycle, Inc. |
No |
None |
Phone (Conference Call) Shelia Smith-217-524-6473 Angela Coleman BerniceWalker-847-943-6254 |
10min. |
The purpose of the call was to request a quote for onsite records destruction. Ms. Walker stated she would respond with a quote via email on, 10/24/17. |
|
Angela Coleman Performance Auditor III |
10/25/17 8:58 am |
Bernice Walker, Inside Sales Executive, Stericycle, Inc. |
|
|
Email (Reply) Sent from: Angela Coleman: acoleman-at-auditor.illinois.gov Sent to: Bernice Walker: Bernice.Walker-at-STERICYCLE.com Copy to: Terri Davis:tldavis-at-auditor.illinois.gov Sheila Smith:ssmith-at-auditor.illinois.gov |
|
The purpose of the email was to approve the quote that was emailed on, 10/24/17. The Fiscal Officer received and approved the quote on, 10/25/17. |
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