December 2020

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.
Jeanne Michaud
Audit Manager
12/01/2020 16:58 PM Tim Gavin, Manager
Lauterbach & Amen
No Matt Beran, Partner
Lauterbach & Amen
Email: tgavin-at-lauterbachamen.com
mberan-at-lauterbachamen.com
jmichaud-at-auditor.illinois.gov
Emails over the course of 15 hours 46 minutes Negotiated hourly rate with Tim Gavin, Manager and Matt Beran, Partner of Lauterbach and Amen to perform the 6/30/19 audit of ROE 19.
Jeanne Michaud
Audit Manager
12/02/2020 08:01 AM Tonya Lofgren
Wipfli
No Email: tlfogren-at-wipfli.com
jmichaud-at-auditor.illinois.gov
Email Emailed Tonya Lofgran, Manager at Wipfli to notify her we accepted the hours and rate proposed by her firm for the 6/30/18 audit of ROE 4.
Jeanne Michaud
Audit Manager
12/02/2020 15:54 PM Matt Beran, Partner
Lauterbach & Amen
No Tim Gavin, Manager
Lauterbach & Amen
Email: tgavin-at-lauterbachamen.com
mberan-at-lauterbachamen.com
jmichaud-at-auditor.illinois.gov
Email Emailed Matt Beran, Partner at Lauterbach and Amen to notify him we accepted the hours and rate proposed by his firm for the 6/30/19 audit of ROE 19.
Jeanne Michaud
Audit Manager
12/03/2020 12:55 PM Dawayne Stewart, Manager
Campbell LLC
No Email: dawayne.stewart-at-yahoo.com
jmichaud-at-auditor.illinois.gov
Email Received email from Dawayne Stewart, Manager at Campbell, LLC with revised timetable for the 6/30/18 audit of ROE 13.
Jeanne Michaud
Audit Manager
12/16/2020 08:34 AM Cathy Mansur, Partner
MCK CPA's & Advisors
No Email: cmansur-at-mckcpa.com
jmichaud-at-auditor.illinois.gov
Email Received email from Cathy Mansur, Partner at MCK CPA's & Advisors with revised Schedule 2 for the 6/30/20 audit of ROE 35.
Dean Devert Chief of Staff 11/30/2020 13:54 PM Bret Hahn, Building Maintenance Service (B.M.S.) No Kathy, Secretary responded by email with quote from Bret Hahn. Email: bms- at -springnet1.com Email Requested a quote for a continuation of covid cleaning services.
Lisa Warden, Audit Manager 12/21/2020 15:04 PM Vicki VanDenBerg, Partner Plante Moran PLLC No Steven Bishop, Partner, Plante Moran PLLC Email: Vicki.VanDenBerg - at - plantemoran.com Steven.Bishop - at - plantemoran.com lwarden - at - auditor.illinois.gov Email Proposed revised timetable dates for SIU FY20 audit.
Lisa Warden, Audit Manager 12/21/2020 16:03 PM Vicki VanDenBerg, Partner Plante Moran PLLC No Steven Bishop, Partner, Plante Moran PLLC Email: Vicki.VanDenBerg - at - plantemoran.com Steven.Bishop - at - plantemoran.com lwarden - at - auditor.illinois.gov Email Partner agreed to proposed financial timetable amendment and countered with different compliance and single audit timetable dates for the FY20 SIU audit.
Lisa Warden, Audit Manager 12/21/2020 16:23 PM Vicki VanDenBerg, Partner Plante Moran PLLC No Steven Bishop, Partner, Plante Moran PLLC Email: Vicki.VanDenBerg - at - plantemoran.com Steven.Bishop - at - plantemoran.com lwarden - at - auditor.illinois.gov Email OAG manager agreed to partner's timetable dates for contract amendment for FY20 SIU audit.