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 |
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 |
Sent welcome letter for CMS Deferred Compensation audit. |