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 |
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 |
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 |
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 |
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 | 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 | 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 | 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 | OAG manager agreed to partner's timetable dates for contract amendment for FY20 SIU audit. |