October 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
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.
Gordon French IS IV 10/01/2019 11:32 AM Online: www.quark.com and www.corel.com No Online: www.quark.com and www.corel.com Online Viewed price quotes for updated graphics software
Jeanne Michaud
Auditor V
10/17/2019 09:06 AM Tim Gavin, Senior Manager Lauterbach & Amen No Matt Beran, Partner
Lauterbach & Amen
Phone: Tim Gavin 630-776-7329
Jeanne Michaud 312-814-4097
8 min Negotiated proposed hours and rates with Matt Beran, Partner and Tim Gavin, Senior Manager of Lauterbach and Amen for the 6/30/18 audit of ROE #19 DuPage County.
Jeanne Michaud
Auditor V
10/17/2019 09:55 AM Tim Gavin, Senior Manager Lauterbach & Amen No Matt Beran, Partner
Lauterbach & Amen
E-mail: tgavin-at-lauterbachamen.com
mberan-at-lauterbachamen.com
jmichaud-at-auditor.illinois.gov
E-mails over the course of 109 minutes. Negotiated proposed hours and rates with Matt Beran, Partner Lauterbach and Amen for the 6/30/18 audit of ROE #19 DuPage County.
Sara Metzger
Auditor V
10/09/2019 13:44 PM Amy Sherwood, Partner
Sikich LLP
No Phone: Amy Sherwood: 217-793-3363
Sara Metzger: 217-785-2982
2 min Confirmed the interest and independence of Sikich LLP for the CMS Deferred Compensation 12/31/19 audit and the CAFR FY19 Consultant work.
Sara Metzger
Auditor V
10/18/2019 08:03 AM Amy Sherwood, Partner
Sikich LLP
No Email: amy.sherwood-at-sikich.com
smetzger-at-auditor.illinois.gov
email Sent welcome letter for CAFR FY19 consultant work
Sara Metzger
Auditor V
10/18/2019 08:04 AM Amy Sherwood, Partner
Sikich LLP
No Email: amy.sherwood-at-sikich.com
smetzger-at-auditor.illinois.gov
email Sent welcome letter for CMS Deferred Compensation audit.