September 2016
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. |
Thomas L. Kizziah, Audit Manager |
9-1-2016 |
Cathy Baumann, Partner - KPMG |
No |
N/A |
Email and Telephone Cathy Baumann – cbaumannATkpmg.com 312-665-8980 Thomas L. Kizziah – tkizziahATauditor.illinois.gov 312-814-4073 |
Telephone – 5 minutes |
I received an updated proposal for the Illinois State Toll Highway Authority engagement from Cathy Baumann for the December 31, 2016 year end. Later that afternoon, I called Cathy to tell her that our Office had accepted this proposal and that the contracting will take a couple of weeks or so. |
Michael Bradley Admin Clerk |
9/14/16 2:05-2:15 |
Ace Sign Co 217-522-8417 Ryan Swaar |
No |
N/A |
Telephone and Email Ryan Swarr 217-522-8417 Michael Bradley 217-785-8442 mbradleyATauditor.illinois.gov ryanATacesignco.com |
Telephone 10 minutes |
Price quote for new permit parking only sign for parking lot. Talked about appropriate size of sign. Sent him PDF of design idea. Ryan returned email with price quote and sample |
Michael Bradley Admin Clerk |
9/14/16 4:15p.m. |
Xtrem Graphix Solutions infoATxtremgraphix.com |
No |
N/A |
Email website to obtain quote for parking lot sign. mbradleyATauditor.illinois.gov infoATxtremgraphix.com |
|
Email website to obtain quote for parking lot sign. |
Michael Bradley Admin Clerk |
9/14/16 4:45p.m. |
Central IL Sign & Lighting Jeremy Conaway jeremyATcisign.co |
No |
N/A |
Email website to obtain quote for parking lot sign mbradleyATauditor.illinois.gov jeremyATcisignco |
|
Email website to obtain quote for parking lot sign. |
Daniel J. Nugent, Audit Manager |
09/20/16 1:16 p.m. |
Heather M. Powell, Managing Director, BKD, LLP |
No |
N/A |
Daniel J. Nugent - dnugent AT auditor.illinois.gov Heather M. Powell - hpowell AT bkd.com |
|
I sent an e-mail to Ms. Powell to have her give me a call to discuss changes to the prequalification process. |
Daniel J. Nugent, Audit Manager |
09/20/16 2:22 p.m. |
Heather M. Powell, Managing Director, BKD, LLP |
No |
N/A |
Phone Daniel J. Nugent – (217) 524-8153 Heather M. Powell – (217) 421-6869 |
Telephone – 7 minutes |
Ms. Powell and I discussed changes to the prequalification process and the Audit Guide. |
Michael Bradley Admin Clerk |
09/22/16 |
Ace Sign Co 217-522-8417 Ryan Swaar |
No |
N/A |
mbradleyATauditor.illinois.gov ryanATacesignco.com |
|
Email Ryan Swaar back with approval to order signs for parking lot. |