October 2021
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. |
|---|---|---|---|---|---|---|---|
| Lisa Warden, Auditor V | 10/08/2021 13:35 PM | Leilani Rodrigo, Roth & Co. | No | Email: lrodrigo - at - rothcocpa.com lwarden - at - auditor.illinois.gov | Requested revisions to contracting documents to conform to RFP proposal for 2021-2022 audit of Attorney Registration and Disciplinary Commission. | ||
| Lisa Warden, Auditor V | 10/08/2021 13:59 PM | Leilani Rodrigo, Roth & Co. | No | Email: lrodrigo - at - rothcocopa.com lwarden - at - auditor.illinois.gov | Firm proposed staff replacements for the 2021-2022 audit of Attorney Registration and Disciplinary Commission. | ||
| Lisa Warden, Auditor V | 10/08/2021 14:24 PM | Leilani Rodrigo, Roth & Co. | No | Email: lrodrigo - at - rothcocopa.com lwarden - at - auditor.illinois.gov | Requested second partner on contracting documents to conform to RFP proposal for 2021-2022 audit of Attorney Registration and Disciplinary Commission. | ||
| Lisa Warden, Auditor V | 10/08/2021 15:05 PM | Leilani Rodrigo, Roth & Co. | No | Email: lrodrigo - at - rothcocopa.com lwarden - at - auditor.illinois.gov | Firm agreed to add back proposed partner on 2021-2022 audit of Attorney Registration and Disciplinary Commission. | ||
| Lisa Warden, Auditor V | 10/08/2021 16:02 PM | Gilda Priebe, Adelfia | No | Email: gbpriebe - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | Requested additional information regarding proposal to conduct the FY21/22 audit of Illinois Board of Admissions to the Bar. | ||
| Gordon French, IS V | 10/05/2021 09:58 AM | CDS, CDW-G, Insight | No | Online: https://usm.channelonline.com/cds/storesite, https://www.cdwg.com, https://www.ips.insight.com | Online | Price quote on cartridges, laptops, cables, etc. | |
| Jeanne Michaud, Auditor V | 10/28/2021 15:23 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Kimberly uploaded signed contract amendment for the FY18 audit of ROE #47 to the OAG RFP portal. | ||
| Thomas L. Kizziah, Auditor V | 10/29/2021 08:59 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: tkizziah-at-auditor.illinois.gov Chuck.Kozlik-at-claconnect.com | Chuck emailed me his informal proposal for the upcoming engagement of the Illinois State Toll Highway Authority for the year ended December 31, 2021. | ||
| Jeanne Michaud, Auditor V | 10/29/2021 13:04 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Uploaded the final signed contract for the FY18 audit amendment of ROE #47 to the OAG RFP portal. |