August 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.
Jeanne Michaud
Auditor V
08/05/2021 00:28 AM Michael Morrissey, Principal
McGreal & Company, PC
No Email: mikem-at-mcgreal.com
jmichaud-at-auditor.illinois.gov
Email Shared the signed contract for the 6/30/21 audit of Roe 56 on the OAG RFP portal.
Jeanne Michaud
Auditor V
08/10/2021 15:30 PM Stella Marie Santos, Partner
Adelfia, LLC
No Email: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Emails over the course of 6 minutes Shared the signed contracts for the 6/30/21 audits of 1,9,16,17,21,26,28,33,53 and 54 on the OAG RFP portal.
Jim Dahlquist, Sr Adm Mgr 08/11/2021 15:11 PM Christina Jones-Heiden, Govt Sales Mgr, Becker Professional Education No John Gioeli, Director, Govt Programs, Becker Professional Education Email: jdahlquist-at-auditor.illinois.gov Cjones-Heiden-at-becker.com jgioeli-at-becker.com Email Final subscription agreement documents for Beckerís Webcast and On Demand Continuing Professional Education offerings.
Jeanne Michaud
Auditor V
08/13/2021 16:49 PM Kimberly Walker, Partner
Kemper CPA Group, LLP
No Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Email Kimberly shared the FY21 contracting documents for the audit of ROE #41.
Jeanne Michaud
Auditor V
08/16/2021 10:47 AM Kimberly Walker, Partner
Kemper CPA Group, LLP
No Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Email Kimberly shared the FY20 contracting documents for the audit of ROE #30.
Jeanne Michaud
Auditor V
08/16/2021 10:48 AM Kimberly Walker, Partner
Kemper CPA Group, LLP
No Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Email over the course of 9 minutes Kimberly shared the FY21 contracting documents for the audit of ROE #45.
Jeanne Michaud
Auditor V
08/16/2021 11:02 AM Kimberly Walker, Partner
Kemper CPA Group, LLP
No Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Email Kimberly emailed revised contracting forms for the FY21 audit of ROE #41 and the FY20 audit of ROE #30.
Jeanne Michaud
Auditor V
08/19/2021 08:06 AM Cathy Mansur, Partner
MCK CPAs & Advisors
No Renee Brucker, Manager, MCK CPAs & Advisors
Katy MacDonna, Auditor II, OAG
Email: cmansur-at-mckcpa.com
rbrucker-at-mckcpa.com
kMacDonna-at-auditor.illinois.gov
jmichaud-at-auditor.illinois.gov
Email Cathy emailed the FY21 signed contract for the FY21 audit of ROE #35.
Jeanne Michaud
Auditor V
08/19/2021 08:20 AM Cathy Mansu, Partner
MCK CPAs & Advisors
No Phone: Cathy - 217-875-2655
Jeanne 312-814-4097
2 minutes Jeanne requested correct FY21 signed contract for the FY21 audit of ROE #35.
Jeanne Michaud
Auditor V
08/19/2021 08:24 AM Cathy Mansur, Partner
MCK CPAs & Advisors
No Email: cmansur-at-mckcpa.com
jmichaud-at-auditor.illinois.gov
Email Cathy emailed the corrected FY21 signed contract for the FY21 audit of ROE #35.
Jeanne Michaud
Auditor V
08/20/2021 13:50 PM Cathy Mansur, Partner
MCK CPAs & Advisors
No Renee Brucker, Manager, MCK CPAs & Advisors Email: cmansur-at-mckcpa.com
rbrucker-at-mckcpa.com
jmichaud-at-auditor.illinois.gov
Email Shared signed contract for FY21 audit of ROE #35 on the RFP portal to Cathy and Renee.
Jeanne Michaud
Auditor V
08/17/2021 16:02 PM Carmen Sendejas, Firm Administrator
GW & Associates PC
No Email: carmen-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Carmen shared corrected contracing documents on the OAG RFP portal for the 6/30/21 audit of ISC #1.
Jeanne Michaud
Auditor V
08/17/2021 16:03 PM Carmen Sendejas, Firm Administrator
GW & Associates PC
No Email: carmen-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Carmen shared corrected contracing documents on the OAG RFP portal for the 6/30/21 audit of ROE #12 and ROE #50.
Jeanne Michaud
Auditor V
08/17/2021 16:06 PM Carmen Sendejas, Firm Administrator
GW & Associates PC
No Email: carmen-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Carmen shared contracing documents on the OAG RFP portal for the 6/30/21 audit ofROE #48.
Jeanne Michaud
Auditor V
08/23/2021 09:19 AM John Wysocki, Partner
GW & Associates PC
No David Jelonek, Partner
GW & Associates, PC
Email: john.wysocki-at-cpagwa.com
david.jelonek-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Emails over the course of 2 hrs and 13 min Jeanne proposed corrections to the FY21 contracting documents for the audits of ROE 12, 48, 50 and ISC 2. John approved changes and sent revised timetables for all audits.
Jeanne Michaud
Auditor V
08/26/2021 13:10 PM Kimberly Walker, Partner
Kemper CPA Group, LLP
No Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Email Uploaded the signed contract for the FY20 audit of ROE 30 to the OAG RFP portal.
Jeanne Michaud
Auditor V
08/26/2021 13:12 PM Kimberly Walker, Partner
Kemper CPA Group, LLP
No Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Email Uploaded the signed contract for the FY21 audit of ROE 41 to the OAG RFP portal.
Jeanne Michaud
Auditor V
08/26/2021 13:45 PM Kimberly Walker, Partner
Kemper CPA Group, LLP
No Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Email Uploaded the signed contract for the FY21 audit of ROE 45 to the OAG RFP portal.
Jeanne Michaud
Auditor V
08/26/2021 11:24 AM Carmen Sendejas, Firm Administrator
GW & Associates PC
No Email: carmen-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Carmen shared the signed contracts for the FY21 audits for ROE 12, 48, 50 and ISC 1.
Jeanne Michaud
Auditor V
08/30/2021 14:48 PM John Wysocki, Partner
GW & Associates PC
No Email: john.wysocki-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Uploaded the signed contract for the FY21 audit of ISC 1 to the OAG RFP portal.
Jeanne Michaud
Auditor V
08/30/2021 14:51 PM John Wysocki, Partner
GW & Associates PC
No Email: john.wysocki-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Uploaded the signed contract for the FY21 audit of ROE 12 to the OAG RFP portal.
Jeanne Michaud
Auditor V
08/30/2021 14:52 PM John Wysocki, Partner
GW & Associates PC
No Email: john.wysocki-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Uploaded the signed contract for the FY21 audit of ROE 48 to the OAG RFP portal.
Jeanne Michaud
Auditor V
08/30/2021 14:54 PM John Wysocki, Partner
GW & Associates PC
No Email: john.wysocki-at-cpagwa.com
jmichaud-at-auditor.illinois.gov
Email Uploaded the signed contract for the FY21 audit of ROE 50 to the OAG RFP portal.
Jeanne Michaud
Auditor V
08/24/2021 17:30 PM Jennifer Roan, Partner
Adelfia, LLC
No Mavie B. Valera, Partner, Adelfia, LLC
Stella Marie Santos, Partner, Adelfia, LLC
Email: mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Jennifer Roan requested an additional 40 hours for the FY21 audit of ROE 9 due to exceeding the Single Audit threshhold.
Jeanne Michaud
Auditor V
08/24/2021 17:30 PM Jennifer Roan, Partner
Adelfia, LLC
No Mavie B. Valera, Partner, Adelfia, LLC
Stella Marie Santos, Partner, Adelfia, LLC
Email: mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Jennifer Roan requested an additional 40 hours for the FY21 audit of ROE 9 due to exceeding the Single Audit threshhold.