November 2021
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 V | 11/01/2021 08:59 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Telephone: Chuck 630-368-3662 Tom 217-782-0816 | 5 minutes | Chuck called me at my request to discuss the proposal that he submitted to perform the upcoming engagement of the Illinois State Toll Highway Authority for the year ended December 31, 2021. | |
| Thomas L. Kizziah Audit Manager V | 11/01/2021 10:47 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: tkizziah-at-auditor.illinois.gov Chuck.Kozlik-at-claconnect.com | Based upon our earlier discussion, Chuck emailed me some revised proposal forms for the upcoming engagement of the Illinois State Toll Highway Authority for the year ended December 31, 2021. | ||
| Thomas L. Kizziah Audit Manager V | 11/01/2021 12:36 PM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Telephone: Chuck 630-368-3662 Tom 217-782-0816 | 2 minutes | I called Chuck to let him know that the we accepted his revised proposal for the upcoming emgagement of the Illinois State Toll Highway Authority for the year ended December 31, 2021. | |
| Jeanne Michaud Audit Manager V | 11/04/2021 09:17 AM | Jennifer Roan, Partner Adelfia LLC |
No | Mavie Valera, Partner Adelfia LLC Stella Santos, Partner Adelfia LLC |
Email: jsroan-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com |
Emailed Adelfia to ask about the status of the ROE drafts due 11/1/21. Requested amended timetables for any that could not be submitted by 12/1/21. | |
| Jeanne Michaud Audit Manager V | 11/04/2021 12:07 PM | Diana Smith, Partner West & Company, LLC |
No | Alex Hagen, Partner West & Company, LLC Heather Wolke, Manager West & Company, LLC Jordan Russell, Manager West & Company LLC |
Email: dsmith-at-westcpa.com jmichaud-at-auditor.illinois.gov ahagen-at-westcpa.com hwolke-at-westcpa.com jdrussell-at-west-cpa.com |
Emailed West to ask about the status of the ROE drafts due 11/1/21. Requested amended timetables for any that could not be submitted by 12/1/21. | |
| Jeanne Michaud Audit Manager V | 11/04/2021 09:17 AM | Jennifer Roan, Partner Adelfia LLC |
No | Mavie Valera, Partner Adelfia LLC Stella Santos, Partner Adelfia LLC |
Email: jsroan-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com |
Jennifer sent revised timetables for the 6/30/21 audits of ROE 1, 16 and 53. | |
| Jeanne Michaud Audit Manager V | 11/08/2021 20:59 PM | Diana Smith, Partner West & Company, LLC |
No | Email: dsmith-at-westcpa.com jmichaud-at-auditor.illinois.gov |
Diana uploaded the revised timetable for the 6/30/21 audit of ROE 24 to the OAG RFP Portal. | ||
| Lisa Warden, Audit Manager V | 10/08/2021 16:43 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | Email: lrodrigo - at - rothcocpa.com lwarden - at - auditor.illinois.gov | Firm proposed staff replacements for the 2021-2022 audit of Attorney Registration and Disciplinary Commission. | |
| Lisa Warden, Audit Manager V | 10/11/2021 11:27 AM | Leilani Rodrigo, Partner, Roth & Co. | No | Email: lrodrigo - at - rothcocopa.com lwarden - at - auditor.illinois.gov | Firm submitted revised contract proposal forms for the 2020-2021 audit of Attorney Registration and Discipliinary Commission. | ||
| Lisa Warden, Audit Manager V | 10/12/2021 13:07 PM | Leilani Rodrigo, Partner, Roth & Co. | No | Email: lrodrigo - at - rothcocopa.com lwarden - at - auditor.illinois.gov | Requested changes to contract proposal forms for the 2020-2021 audit of Attorney Registration and Discipliinary Commission. | ||
| Lisa Warden, Audit Manager V | 10/12/2021 14:05 PM | Gilda Priebe, Partner, Adelfia | No | lwarden 217-370-XXXX gpriebe 312-240-9500 | 47 minutes | Discussed and agreed upon changes to proposed terms to conduct the FY21/22 audit of Illinois Board of Admissions to the Bar. | |
| Lisa Warden, Audit Manager V | 10/13/2021 11:51 AM | Gilda Priebe, Partner, Adelfia | No | Email: gbpriebe - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | Sent revised timetable for the FY21/22 audit of Illinois Board of Admissions to the Bar. | ||
| Jeanne Michaud Audit Manager V | 11/04/2021 11:23 AM | Tonya Lofgren, Manager WIPFLI, LLP |
No | Email: tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 7 minutes | Tonya uploaded contracting documents for the 6/30/18 audit of ROE 4 to the Wipfli Portal. | |
| Jeanne Michaud Audit Manager V | 11/09/2021 16:34 PM | Tonya Lofgren, Manager WIPFLI, LLP |
No | Email: tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 6 minutes | Jeanne sent some questions to Tonya regarding the contracting documents for the 6/30/18 audit of ROE 4. | |
| Jeanne Michaud Audit Manager V | 11/10/2021 14:30 PM | Tonya Lofgren, Manager WIPFLI, LLP |
No | Phone: Tonya 815-265-6772 Jeanne 815-274-XXXX |
10 minutes | Discussed additional follow up questions related to the 6/30/18 contracting documents for the 6/30/18 audit of ROE 4. | |
| Jeanne Michaud Audit Manager V | 11/17/2021 09:03 AM | Stella Santos, Partner Adelfia, LLC |
No | Email: jmichaud-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Uploaded signed contract amendment for the 6/30/21 audit of ROE 1 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 11/17/2021 09:05 AM | Stella Santos, Partner Adelfia, LLC |
No | Email: jmichaud-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Uploaded signed contract amendment for the 6/30/21 audit of ROE 16 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 11/17/2021 09:07 AM | Stella Santos, Partner Adelfia, LLC |
No | Email: jmichaud-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Uploaded signed contract amendment for the 6/30/21 audit of ROE 53 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 11/17/2021 09:09 AM | Stella Santos, Partner Adelfia, LLC |
No | Email: jmichaud-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Uploaded signed contract amendment for the 6/30/21 audit of ROE 54 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 11/17/2021 09:11 AM | Diana Smith, Partner West & Company, LLC |
No | Email: dsmith-at-westcpa.com jmichaud-at-auditor.illinois.gov |
Uploaded signed contract amendment for the 6/30/21 audit of ROE 24 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 11/17/2021 17:21 PM | Katie Gurke, Principal Lauterbach & Amen |
No | Tim Gavin, Manager Lauterbach & Amen Christopher Macfarlane, IT Lauterbach & Amen |
Email: kgurke-at-lauterbachamen.com tgavin-at-lauterbachamen.com cmacfarlane-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
I requested revised timetables to prepare amendments of the 6/30/19 audits of ROE 19 and 34. | |
| Jeanne Michaud Audit Manager V | 11/18/2021 11:43 AM | Katie Gurke, Principal Lauterbach & Amen |
No | Tim Gavin, Manager Lauterbach & Amen |
Email: kgurke-at-lauterbachamen.com tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Katie provided revised timetables to prepare amendments of the 6/30/19 audits of ROE 19 and 34. | |
| Jeanne Michaud Audit Manager V | 11/18/2021 14:47 PM | Tim Gavin, Manager Lauterbach & Amen |
No | Email: timgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Uploaded contract amendment for the 6/30/19 of ROE 19. | ||
| Jeanne Michaud Audit Manager V | 11/18/2021 14:49 PM | Ronald Amen, Partner Lauterbach & Amen |
No | Tim Gavin, Manager Lauterbach & Amen |
Email: ramen-at-lauterbachamen.com timgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Uploaded contract amendment for the 6/30/19 of ROE 34. | |
| Jeanne Michaud Audit Manager V | 11/18/2021 14:51 PM | Ronald Amen, Partner Lauterbach & Amen |
No | Email: ramen-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Uploaded contract amendment for the 6/30/19 of ROE 19. | ||
| Jeanne Michaud Audit Manager V | 11/29/2021 15:52 PM | Rory Sohn, Partner Wipfli |
No | Email: rsohn-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Rory uploaded the signed contract for the 6/30/18 audit of ROE 4 to the OAG RFP portal. | ||
| Gordon French, IS V | 11/29/2021 08:07 AM | Brent Cordes, i3 BroadBand sales | No | Email: brent.cordesATi3broadband.net | Requesting possible broadband service to our location. Stated they are not close to our location as of 11-30-21 |