December 2017

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.
Jon Fox, Audit Manager	12/13/17, 6:36 p.m.	Chris Mower, Partner Crow Horwath LLP	No	None	Email: chris.mower-at-crowehorwath.com Email: jfox-at-auditor.illinois.gov	N/A – Email	I had previously contacted Chris on 12/6 suggesting we amend the Phase II contract for the Office of the Treasurer, Fiscal Officer Responsibilities to extend the due date for the final reports from 12/12/17 to 1/26/18 due to some unforeseen financial reporting issues.  Chris said she would review the proposed extension and get back to me tomorrow.
Jon Fox, Audit Manager	12/14/17, 10:58 a.m.	Chris Mower, Partner Crow Horwath LLP	No	None	Email: chris.mower-at-crowehorwath.com Email: jfox-at-auditor.illinois.gov	N/A – Email	Chris reviewed and accepted the proposed amendment to extend the Phase II contract due date for delivering the final reports for the Office of the Treasurer, Fiscal Officer Responsibilities from 12/12/17 to 1/26/18.
Stacie Sherman, Audit Manager	12/6/17, 12:05 p.m.	Lisa Stinson, Manager Crowe Horwath LLP	No	None	Lisa Stinson: 217-862-2710 Stacie Sherman: 217-558-4244	20 minutes	Lisa and I discussed the possibility of amending the Phase II contracts for the Office of the Treasurer, College Savings Program, Illinois Funds, and ABLE Program.
Stacie Sherman, Audit Manager	12/14/17, 2:19 p.m.	Chris Mower, Partner Crowe Horwath LLP	No	Lisa Stinson, Manager, Crowe Horwath LLP	Email: chris.mower-at-crowehorwath.com Email: lisa.stinson-at-crowehorwath.com Email: ssherman-at-auditor.illinois.gov	N/A – Email	I sent Chris the proposed dates for the contract amendments for the Office of the Treasurer, College Savings Program, Illinois Funds, and ABLE Program.
Stacie Sherman, Audit Manager	12/15/17, 11:56 a.m.	Lisa Stinson, Manager Crowe Horwath LLP	No	Chris Mower, Partner, Crowe Horwath LLP	Email: lisa.stinson-at-crowehorwath.com Email: chris.mower-at-crowehorwath.com Email: ssherman-at-auditor.illinois.gov	N/A – Email	Lisa stated that they agreed with the proposed dates for the contract amendments for the Office of the Treasurer, Illinois Funds and ABLE Program. However, Lisa stated that the dates for the Office of the Treasurer, College Savings Program may need to be extended.
Stacie Sherman, Audit Manager	12/19/17, 8:51 a.m.	Lisa Sinson, Manager Crowe Horwath LLP	No	Chris Mower, Partner, Crowe Horwath LLP	Email: lisa.stinson-at-crowehorwath.com Email: chris.mower-at-crowehorwath.com Email: ssherman-at-auditor.illinois.gov	N/A – Email	I sent Lisa and Chris adjusted dates for the contract amendment for the Office of the Treasurer, College Savings Program.  Lisa responded that they agreed with the proposed dates and Chris would be available to sign the amendments for all Office of the Treasurer amendments on Thursday, December 21, 2017.
Lisa Warden, Audit Manager	12/21/17  11:56am	Lisa Warden, Audit Manager, Office of the Auditor General	No	Jeff Bonick, Managing Partner & Chris Suda, Partner CliftonLarsonAllen	Lisa Warden:  lwarden – at – auditor.illinois.gov Jeff Bonick: Jeff.Bonick – at -claconnect.com Chris Suda:  Chris.Suda – at -claconnect.com	N/A – Email	OAG manager asked partners to propose revised financial timetable dates for the audit of Southern Illinois University for the year ended June 30, 2017.
Lisa Warden, Audit Manager	12/21/17  2:50pm	Chris Suda, Partner CliftonLarsonAllen	No	None	Lisa Warden:  1-217-782-9307 Chris Suda:  1-314-925-4395	15 minutes	Discussed revised financial timetable dates and contract amendment for the audit of Southern Illinois University for the year ended June 30, 2017.