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

Email

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

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

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

E-Mail

Daniel J. Nugent - dnugent AT auditor.illinois.gov

Heather M. Powell - hpowell AT bkd.com

E-Mail

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

Email

mbradleyATauditor.illinois.gov

ryanATacesignco.com

Email

Email Ryan Swaar back with approval to order signs for parking lot.