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 Email 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
Email 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
Email 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
Email 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
Email 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 Email 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 Email 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 Email 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 Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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
Email 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 Email Requesting possible broadband service to our location. Stated they are not close to our location as of 11-30-21