Procurement Communications Report

October 2023

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.
Dennis Gibbons, Auditor V	10/02/2023 09:47 AM	Amy Sherwood, Partner, Sikich LLP	No		E-mail and Suralink Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov		I sent Amy the final signed contract amendment for the FY22 SERS AT-C 205 reports Phase 2 over Suralink, and e-mailed her to notify her.
Jeanne Michaud, Auditor V	10/03/2023 12:36 PM	Larry Fraze, Owner, Fraze CPA	No	N/A	E-mail: jmichaud-at-auditor.illinois.gov lfraze-at-frazecpa.com	E-mail	I sent the FY23 contract for ROE 49 to Larry through Suralink.
Jeanne Michaud, Auditor V	10/11/2023 09:46 AM	Hilda Renteria, Partner, Prado & Renteria	No	N/A	E-mail: hrenteria-at-pradorenteria.com jmichaud-at-auditor.illinois.gov	E-mail	I uploaded the signed contracts for the FY21 and FY22 audits of ROE 47 to Suralink.
Jeanne Michaud, Auditor V	10/19/2023 02:46 PM	John Wysocki, Partner, GW & Associates	No	David Jelonek, Partner, GW & Associates	E-mail: john.wysocki-at-gwcpa.com david.jelonek-at-gwcpa.com jmichaud-at-auditor.illinois.gov	E-mail	I asked John if his firm was still interested in performing the FY24 audit of ROE 56.
Jeanne Michaud, Auditor V	10/23/2023 12:47 PM	John Wysocki, Partner, GW & Associates	No	David Jelonek, Partner, GW & Associates	E-mail: john.wysocki-at-cpagwa.com david.jelonek- at-cpagwa.com jmichaud-at-auditor.illinois.gov	E-mail	John responded to my previous e-mail that it would be best if our Office could find someone else for the FY24 audit of ROE 56.
Tom Kizziah, Auditor V	10/23/2023 03:24 PM	Adam Pulley - Principal - CliftonLarsonAllen LLP	No	None	Leapfile email	N/A	Adam sent me the contract forms for the upcoming Illinois State Toll Highway Authority engagement for the year ended December 31, 2023.
Courtney Dzierwa, Statewide Single Audit Manager	10/23/2023 03:58 PM	Cathy Baumann, Partner, KPMG LLP	No	Jason Rosheisen, Senior Manager, KPMG LLP	Email cdzierwa -at- auditor.illinois.gov cbaumann -at- kpmg.com jrosheisen -at- kpmg.com	N/A - Email	Sent Cathy and Jason a mock-up of an amendment for timetable on the SSA 22 continuation contract.
Courtney Dzierwa, Statewide Single Audit Manager	10/25/2023 01:25 PM	Cathy Baumann, Partner, KPMG LLP	No	Jason Rosheisen, Senior Manager, KPMG LLP	Email cdzierwa -at- auditor.illinois.gov cbaumann -at- kpmg.com jrosheisen -at- kpmg.com	N/A - Email	Received confirmation back from Cathy Baumann that the proposed date revisions for the SSA 22 continuation contract timetable will work for her team.
Courtney Dzierwa, Statewide Single Audit Manager	10/26/2023 02:00 PM	Cathy Baumann, Partner, KPMG LLP	No	None	Suralink Secure File Sharing cdzierwa -at- auditor.illinois.gov cbaumann -at- kpmg.com	N/A - Suralink Secure File Sharing	Sent Cathy amendment (SSA 22 continuation contract amendment for timetable) for signature.