September 2018

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 of 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.
Kelly Mittelstaedt, Auditor V	9/10/18 9:57am	Dawn Carlson, Partner Sulaski and Webb	No	Jeanne Michaud, Auditor V	Phone:  Kelly Mittelstaedt 217-785-1233, Dawn Carlson 309-828-6071, Jeanne Michaud 312-814-4097	5 minutes	Negotiating hours and rate with Dawn Carlson, Partner at Sulaski and Webb for firm to complete the 6/30/18 audit of ROE 35.
Jeanne Michaud, Auditor V	9/10/18 10:06am	Dawn Carlson, Partner Sulaski and Webb	No	Kelly Mittelstaedt, Auditor V	E-mail:  Dawn Carlson dcarlson-at-sulaskiwebbcpa.com, Kelly Mittelstaedt kmittelstaedt-at-auditor.illinois.gov and Jeanne Michaud jmichaud-at-auditor.illinois.gov	3 E-mails	Negotiating hours and rate with Dawn Carlson, Partner at Sulaski and Webb for firm to complete the 6/30/18 audit of ROE 35.  E-mail included confirmation of 9/10/18 phone conversation and follow up question and response.
Jeanne Michaud, Auditor V	9/11/18 9:33am	Dawn Carlson, Partner Sulaski and Webb	No	Kelly Mittelstaedt, Auditor V	E-mail:  Dawn Carlson dcarlson-at-sulaskiwebbcpa.com, Kelly Mittelstaedt kmittelstaedt-at-auditor.illinois.gov and Jeanne Michaud jmichaud-at-auditor.illinois.gov	1 E-mail	Notified Dawn Carlson, Partner at Sulaski and Webb that OAG approved the firms proposed hours and rate for the 6/30/18 audit of ROE 35.
Donna Humphries IS V	9/12/18 3:09pm	ITsavvy, Inc. Dennis Winkowski, Client Executive	No	N/A	Email: dwinkowski-at-ITsavvy.com	Email	Price quote for upgrading HPE Server w/ cage, hot swappable drives, storage controller & memory
Gordon French, IS IV	09/13/2018 9:38 AM	CDW-G: Jason Sturtewagen, Acct sales Insight: Jason Contreras, Acct sales CDS: Crystal Boyd, Acct sales	No	N/A	jasostu-at-cdwg.com Jason.Contreras-at-insight.com cboyd-at-cdsot.com	Email Email Email	Price quote for upgrading HPE Server w/ cage, hot swappable drives, storage controller & memory.  Also video dongles and cartridge quotes.
Donna Humphries IS V	9/13/18 4:34 PM	Security Software Solutions / Veris.  Timothy Rollins	No	N/A	Email: tjrollins-at-veris-ssn.com	Email	Renewed annual contract for death record data
Sara Metzger, Auditor V	9/18/18 9am	Olivia Oechsner, Local Account Manager	No	Terri Davis, Fiscal Officer	Phone: Sara Metzger & Terri Davis: 217-785-2982, Ilivia Oechsner: 314-471-3862	10 minutes	Discussing options and pricing for PPC Practice Aids and Guides.
Donna Humphries IS V	9/21/2018 12:03 PM	ESET North America: Ryan Souza, Inside Partner Account Manager	No	N/A	Phone: +1 619-876-5721	2 minutes	Seeking information and a free demo on a FDE (full disk encryption) product they offer.
Gordon French IS IV	9/25/18 12:12 PM 3:10 PM	ASI:  JP Wilson, senior acct exec. Insight: Jason Contreras, Acct sales	No	N/A	jpwilso-at-asisystem.com Jason.Contreras-at-insight.com	Email	Quote on ML350 Gen9 smart-array cablekit.
Gordon French IS IV	9/27/18  PM	ESet: Ryan Souza, account manager.	No	N/A	Ryan.Souza-at-eset.com	Email	Quote on their FDE (Full Disk Encryption) they offer.