September 2019
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 |
Thomas L. Kizziah Audit Manager V |
09/03/2019 16:58 PM |
Chuck Kozlik - Principal CliftonLarsonAllen LLP |
No |
|
|
Chuck emailed me cost information for the proposed subcontractor that CliftonLarsonAllen will be using on the upcoming Toll Highway Authrority engagement for the year ended December 31, 2019. |
|
Thomas L. Kizziah Audit Manager V |
09/05/2019 13:12 PM |
Chuck Kozlik - Principal CliftonLarsonAllen LLP |
No |
Phone |
3 minutes |
I called Chuck to let him know that our office accepted his most recent proposal to perform the upcoming Toll Highway Authority engagement for the year ended December 31, 2019. |
|
Lisa Warden Audit Manager V |
09/06/2019 08:56 AM |
Gilda Priebe, Partner, Adelfia |
No |
Stella Santos, partner |
Email: lwarden - at - auditor.illinois.gov GBPriebe - at - adelfiacpas.com SBSantos - at adelfiacpas.com |
|
I gave Gilda my proposed contract start date for the financial and compliance audit of Illinois Board of Admissions to the Bar for two years ending September 30, 2019. |
Lisa Warden Audit Manager V |
09/06/2019 13:51 PM |
Gilda Priebe, Partner, Adelfia |
No |
Email: lwarden - at - auditor.illinois.gov GBPriebe - at - adelfiacpas.com |
|
The draft contract has been approved for the financial and compliance audit of Illinois Board of Admissions to the Bar for two years ending September 30, 2019, pending processing by the dates discussed. |
|
Lisa Warden Audit Manager V |
09/06/2019 14:42 PM |
Beulah Castro, Support Staff, E.C. Ortiz & Co, LLP |
No |
Leilani Rodrigo, Partner, E.C. Ortiz & Co., LLP |
Email: BSSantos - at - ecortiz.com LNRodrigo - at - ecortiz.com Lwarden - at - auditor.illinois.gov |
|
Received proposal documents for the financial and compliance audit of Attorney Registration and Disciplinary Commission for the two years ending December 31, 2019. |
Jane Clark, Director of Financial and Compliance Audits |
09/13/2019 13:50 PM |
Kathy Downey, Partner Plante Moran |
No |
Voice Mail/Email Kathy.downey- at -plantemoran.com |
|
I left voice mail asking for Kathy to call me about a possible procurement opportunity in regards to the Illinois Power Agency (IPA). I then followed it up with an email asking her to call me back if she would like to discuss a contractual opportunity. |
|
Jane Clark, Director of Financial and Compliance Audits |
09/13/2019 14:20 PM |
Sean Hickey, Manager Plante Moran, PLLC |
No |
J. Clark 217-782-0811 S. Hickey 847-628-8930 |
3 minutes |
Returned call for Kathy Downey. Said they would be interested in further discussion. I asked if we could set up a meeting when the manager would be available. Yes. Agreed to 10 a.m. on 9/17/19 |
|
Lisa Warden Audit Manager V |
09/16/2019 10:07 AM |
Marites Sy, Partner, E.C. Ortiz & Co., LLP |
No |
L Warden 217-782-9307 M. Sy 1-312-276-1900 |
10 minutes |
Agreed upon revisions to timetable for the audit of Attorney Registration and Disciplinary Commission for the two years ending December 31, 2019 |
|
Donna Humphries, IT Manager |
09/18/2019 11:25 AM |
Timothy Rollins, Security Software Solutions |
No |
Email: tjrollinsATveris-ssn.com |
|
Finalized and submitted contract for annual purchase of death records (Veris Death Master File). |
|
Lisa Warden Audit Manager V |
09/17/2019 14:10 PM |
Marites Sy, Partner, E.C. Ortiz & Co., LLP |
No |
L Warden 217-782-9307 M. Sy 1-312-276-1900 |
3 minutes |
Notified partner the draft contract has been approved for the audit of Attorney Registration and Disciplinary Commission for the two years ending December 31, 2019. Also discussed the contract start date. |
|
Lisa Warden Audit Manager V |
09/17/2019 14:45 PM |
Marites Sy, Partner, E.C. Ortiz & Co., LLP |
No |
L Warden 217-782-9307 M. Sy 1-312-276-1900 |
2 minutes |
Corrected firm address for the audit of Attorney Registration and Disciplinary Commission for the two years ending December 31, 2019 |
|
Lisa Warden Audit Manager V |
09/19/2019 09:38 AM |
Marites Sy, Partner, E.C. Ortiz & Co., LLP |
No |
L Warden 217-782-9307 M. Sy 1-312-276-1900 |
3 minutes |
Discussed contract disclosure forms for the audit of Attorney Registration and Disciplinary Commission for the two years ending December 31, 2019 |
|
Jeanne Michaud, Auditor V |
09/20/2019 13:21 PM |
Matt Beran, Partner, Lauterbach & Amen, LLP |
No |
Tim Gavin, Senior Manager |
Email:
jmichaud-at-auditor.illinois.gov |
|
Matt Beran, Partner at Lauterbach & Amen, LLP were proposed for the 6/30/18 audit of ROE 19 DuPage County. |
Gordon French IS IV |
09/23/2019 11:32 AM |
Online CDS Jason Contreas, Insight sales Jason Sturtewagen, CDW-G sales |
No |
Online: usm.channelonline.com Jason.ContrerasATnsight.com jasostuATcdwg.com |
Online & Email |
Price quote for projector mount, iron keys and 2 cartridges |
|
Donna Humphries, IT Manager |
09/23/2019 13:52 PM |
J.P. Wilson, Agilant Solutions, sales |
No |
jpwilsonATGoAgilant.com |
|
Price quote for a new HP server |
|
Jane Clark, Director of Financial and Compliance Audits |
09/17/2019 10:00 AM |
Sean Hickey, Manager Plante Moran, PLLC |
No |
Office of the Auditor
General: Daniel J. Nugent, Auditor V Plante Moran, PLCC: Joe Kowalski,
Partner |
Joe Kowalski, Partner
248-223-3761 |
45 Minutes |
We discussed the emergency purchase process and provided information about the forthcoming Illinois Power Agency engagement. |
Jane Clark, Director of Financial and Compliance Audits |
09/17/2019 00:00 AM |
Sean Hickey, Manager Plante Moran, PLLC |
No |
Email: sean.hickey- at -plantemoran.com |
|
I provided Sean with the mandates and preliminary survey documents from most recent audit for their review in order to determine if they are interested and have the necessary expertise for this engagement. |
|
Jane Clark, Director of Financial and Compliance Audits |
09/27/2019 10:14 AM |
Sean Hickey, Manager Plante Moran, PLLC |
No |
Email: sean.hickey- at -plantemoran.com |
|
Stated they are interested in performing IPA audit. Asked about next steps. I responded I would have Dan send informal proposal documents. |
|
Daniel J. Nugent, Auditor V |
09/27/2019 11:00 AM |
Sean Hickey, Manager Plante Moran, PLLC |
No |
Sean Hickey, Manager 847-628-8930 |
10 Minutes |
I discussed the engagement materials and information I was going to send about the forthcoming Illinois Power Agency engagement. |
|
Daniel J. Nugent, Auditor V |
09/27/2019 13:31 PM |
Sean Hickey, Manager Plante Moran, PLLC |
No |
E-Mail (sean.hickeyATplantemoran.com) (dnugentATauditor.illinois.gov) |
|
I sent the Welcome Letter and materials for the emergency proposal from Plante Moran on the upcoming Illinois Power Agency engagement. |