October 2024

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.
Jeanne Michaud, Auditor V10/01/2024 02:49 PMAaron Donnelly, Partner, RothNoN/AE-mail: jmichaud-at-auditor.illinois.gov
adonnelly-at-rothcocpa.com		E-mailI uploaded the contract amendment for signature to Suralink for the FY24 audit of ISC #4 to add single audit hours.
Jeanne Michaud, Auditor V10/02/2024 10:01 AMAaron Donnelly, Partner, RothNoN/AE-mail: jmichaud-at-auditor.illinois.gov
adonnelly-at-rothcocpa.com		E-mailAaron sent the signed contract for the amendment of the FY24 audit of ISC #4.
Jeanne Michaud, Auditor V10/02/2024 12:59 PMAaron Donnelly, Partner, RothNoN/AE-mail: jmichaud-at-auditor.illinois.gov
adonnelly-at-rothcocpa.com		E-mailI uploaded the final signed contract amendment for the FY24 audit of ISC #4 to Suralink.
Logan Jones, Information Services Specialist V10/10/2024 12:50 PMMichael Moran, Sales, BitTitanNoNoneMS Teams10 minutesRegarding using BitTitan MigrationWiz to migrate user mailboxes from GroupWise to Exchange 365, Michael and I discussed pricing ($12 per user,) licensing terms (10 migration passes within a year,) high-level technical aspects(our environment requires an IMAP migration) , trial licensing for proof-of-concept (for a single user,) and whether BitTitan is certified with the State of Illinois (he couldn't tell me for certain, but mentioned that they have worked with multiple state and federal entities.)
Logan Jones, Information Services Specialist V10/11/2024 12:12 PMMichael Moran, Sales, BitTitanNoNonemmoran[at]BitTitan[dot]comN/AI emailed Michael to let him know I had set up an account and am awaiting a trial license.
Jane Clark, Audit Director10/15/2024 08:30 AMAmy Sherwood, Principal Sikich CPA LLCNoCourtney Dzierwa, Statewide Single Audit ManagerPhone: 217-782-0811 - Jane Clark; 217-862-1728 - Amy Sherwood5 minutesDiscussed Annual Comprehensive Financial Report RFP 25-1. Let her know the OAG had selected Sikich's proposal in response to the OAG competitive RFP process. I told her I would email her the letter from the AG and the memo outlining winning proposal later this morning. The award notices should also be posted to our website later today. Let her know the manager for the ACFR would be reaching out to her in early November to start discussions regarding the contracting process. Lastly, if she has any questions though out the process, I am always available. Thanked her for their continued interest in our program.
Jane Clark, Audit Director10/17/2024 10:00 AMAdam Pulley, Principle CLANoCourtney Dzierwa, Statewide Single Audit Manager, OAGPhone: Jane Clark - 217-782-0811; Adam Pulley -309-495-876730 minutesDiscussed results of RFP 25-1. Answered questions both generic and specific to the RFP 25-1 process.
Jose Roa, Auditor V10/19/2024 02:52 PMAna Ausan, Partner, Adelfia LLCNoEmail
Ana Ausan arausan-at-adelfiacpas.com
Jose G. Roa jroa-at-auditor.illinois.gov		N/AFirm provided revised timetables for the FY24 Governors State University financial audit, single audit, and compliance examination to be used in contract amendment.
Logan Jones, Information Services Specialist V10/23/2024 12:39 PMMichael Moran, Sales, BitTitanNommoran[at]BitTitan[dot]comI asked Michael whether they had a SOC report available
Logan Jones, Information Services Specialist V10/23/2024 02:16 PMMichael Moran, Sales, BitTitanNommoran[at]BitTitan[dot]comMichael communicated that they no longer do SOC reports, and hold ISO 27001 and 27701 certifications instead.
Jeanne Michaud, Auditor V10/25/2024 06:09 AMCitali Renteria, Digital Marketing & IT Coordinator, Prado & RenteriaNoN/Ae-mail: jmichaud-at-auditor.illinois.gov
crenteria-at-pradorenteria.com		E-mailCitali uploaded the FY23 and FY24 contracting documents for ROE 47 to suralink.
Jane Clark, Audit Director10/25/2024 10:30 AMAdam Pulley, Principle CLANoBill Early, CLA
Chris Rogers, CLA
Courtney Dzierwa, Statewide Single Audit Manager, OAG		Teams30 minutesDiscussed results of RFP 25-1. Answered questions both generic and specific to the RFP 25-1 process.
Courtney Dzierwa, Statewide Single Audit Manager10/28/2024 09:38 AMCourtney Dzierwa, Statewide Single Audit Manager, Office of the Auditor GeneralNoRyan Caldwell, Partner, RSM
Jen Katz, Partner, RSM
Crystal Bruns, Supervisor, RSM
Megan Green, Auditor V, Office of the Auditor General		email
cdzierwa -at- auditor.illinois.gov
ryan.caldwell -at- rsmus.com
jen.katz -at- rsmus.com
crystal.bruns -at- rsmus.com
mgreen -at- auditor.illinois.gov		N/A - EmailSent firm proposed dates for amendment for timetable re DHS FY23 financial statement audit and FY22/23 State compliance examination.
Quentin Kuntzman, Auditor V10/31/2024 09:29 AMAmy Sherwood, Principal, Sikich CPA LLCNoN/AEmail:
qkuntzman-at-auditor.illinois.gov
amy.sherwood-at-sikich.com		2 emails over 5 minutesI asked Amy if Sikich remained interested and independent to contract for ACFR consulting work services with the OAG for the FY24 ACFR audit and finalizing the FY23 ACFR audit. Amy responded confirming Sikch's interest and independence and indicated she'd submit the needed information for contracting within the week.