December 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 Audit Manager V | 12/01/2021 09:00 AM | Rory Sohn, Partner Wipfli |
No | Tonya Lofgren, Manager Wipfli |
Email: rsohn-at-wipfli.com tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Uploaded signed audit contract for the 6/30/18 audit of ROE 4 to the OAG RFP portal. | |
| Jeanne Michaud Audit Manager V | 12/01/2021 09:42 AM | Ronald Amen, Partner Lauterbach & Amen |
No | Email: ramen-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Ron uploaded signed audit contract amendment for the 6/30/19 audit of ROE 34 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/01/2021 09:42 AM | Ronald Amen, Partner Lauterbach & Amen |
No | Email: ramen-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Ron uploaded signed audit contract amendment for the 6/30/19 audit of ROE 19 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/01/2021 16:00 PM | Ronald Amen, Partner Lauterbach & Amen |
No | Tim Gavin, Manager Lauterbach & Amen |
Email: ramen-at-lauterbachamen.com tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
I uploaded signed audit contract amendment for the 6/30/19 audit of ROE 19 to the OAG RFP portal. | |
| Jeanne Michaud Audit Manager V | 12/01/2021 16:02 PM | Ronald Amen, Partner Lauterbach & Amen |
No | Tim Gavin, Manager Lauterbach & Amen |
Email: ramen-at-lauterbachamen.com tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
I uploaded signed audit contract amendment for the 6/30/19 audit of ROE 34 to the OAG RFP portal. | |
| Janis Van Durme HHS Audit Manager |
12/08/2021 09:22 AM | Gilda Priebe, Partner Adelfia LLC |
No | Anjo Guillermos, Adelfia LLC Manager Stella Santos, Adelfial LLCPartner |
Email: gbpriebe-at-adelfiacpas.com sbsantos-at-adelfiacpas.com adguillermo-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
I requested the firm provide me updated dates of the contract timetable for the State Compliance Examination of the Liquor Control Commission in order to determine if a contract amendment would need to be performed in January. | |
| Janis Van Durme HHS Audit Manager |
12/08/2021 09:32 AM | Amy Sherwood, Partner Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com jvandurme-at-auditor.illinois.gov |
I requested the firm provide me updated dates of the contract timetable for the State Compliance Examination of the State Board of Elections in order to determine if a contract amendment would need to be performed in January. | ||
| Jeanne Michaud Audit Manager V | 12/07/2021 09:42 AM | Jennifer Roan, Partner Adelfia, LLC |
No | Mavie Valera, Partner, Adelfia, LLC Stella Santos, Partner, Adelfia, LLC Jennifer Baptist, Manager, OAG Katy MacDonna, Auditor, OAG |
Email: jsroan-at-adelfiacpas.com mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com jbaptist-at-auditor.illinois.gov kmacdonna-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
Jennifer Roan sent the updated timetable for the contract amendment of the 6/30/21 audit of ROE 26. | |
| Jeanne Michaud Audit Manager V | 12/07/2021 10:31 AM | Jennifer Roan, Partner Adelfia, LLC |
No | Mavie Valera, Partner, Adelfia, LLC Stella Santos, Partner, Adelfia, LLC Beth Obernuefemann, Manager, OAG Emily Berger, Supervisor, OAG |
Email: jsroan-at-adelfiacpas.com mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com bobernuefemann-at-auditor.illinois.gov eberger-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
Jennifer Roan sent the updated timetables for the contract amendment of the 6/30/21 audits of ROE 9,17,21,28 and 33. | |
| Jeanne Michaud Audit Manager V | 12/08/2021 09:31 AM | Diana Smith, Partner West & Company |
No | Rhonda Huff, Senior Fiscal Assistant, OAG Jordan Russell, West & Company |
Email: dsmith-at-westcpa.com jdrussell-at-westcpa.com jmichaud-at-auditor.illinois.gov rhuff-at-auditor.illinois.gov |
Diana Smith sent the updated timetable for the contract amendment of the 6/30/21 audit of ROE 39. | |
| Jeanne Michaud Audit Manager V | 12/09/2021 11:00 AM | Kristyl McDaniel, Manager Winkel, Parker & Foster |
No | Jennifer Baptist, Manager, OAG Beth Obernuefemann, Manager, OAG |
Email: kmcdaniel-at-wpf-cpa.com jbaptist-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
I requested the updated timetables for ROE 8 and 49 6/30/21 audits. | |
| Jeanne Michaud Audit Manager V | 12/10/2021 09:19 AM | Kristyl McDaniel, Manager Winkel, Parker & Foster |
No | Jennifer Baptist, Manager, OAG Beth Obernuefemann, Manager, OAG |
Email: kmcdaniel-at-wpf-cpa.com jbaptist-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
Kristyl provided the updated timetable for the 6/30/21 audit of ROE 8. ROE 49 was able to be completed and no amendment was necessary. | |
| Jeanne Michaud Audit Manager V | 12/09/2021 11:02 AM | John Wysocki, Partner GW & Associates PC |
No | David Jelonek, Partner, GW & Associates PC Emily Berger, Supervisor, OAG Beth Obernuefemann, Manager, OAG |
Email: john.wysocki-at-cpagwa.com david.jelonek-at-cpagwa.com eberger-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
I requested revised timetables for the 6/30/21 audit of ROE 48 and the 6/30/18 audit of ISC 2. | |
| Jeanne Michaud Audit Manager V | 12/09/2021 17:44 PM | John Wysocki, Partner GW & Associates PC |
No | David Jelonek, Partner, GW & Associates PC Emily Berger, Supervisor, OAG Beth Obernuefemann, Manager, OAG |
Email: john.wysocki-at-cpagwa.com david.jelonek-at-cpagwa.com eberger-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
John provided revised timetables for the 6/30/21 audit of ROE 48 and the 6/30/18 audit of ISC 2. | |
| Jeanne Michaud Audit Manager V | 12/10/2021 11:36 AM | Leilani Rodrigo, Partner Roth & Co. LLP |
No | Phone: Leilani 312-876-XXXX Jeanne 312-814-XXXX |
14 minutes | I called Leilani to see if her firm would be interesting in performing the 6/3019 audit of ROE 13. | |
| Jeanne Michaud Audit Manager V | 12/10/2021 14:02 PM | Leilani Rodrigo, Partner Roth & Co. LLP |
No | Email: lrodrigo-at-rothcocpa.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 5 minutes | I sent a follow up e-mail to Leilani to see if her firm would be interesting in performing the 6/3019 audit of ROE 13. | |
| Janis Van Durme HHS Audit Manager |
12/13/2021 10:42 AM | Danielle Caldwell, Senior Manager Sikich LLP |
No | Amy Sherwood, Partner Sikich LLP |
Email: Danielle.Caldwell-at-sikich.com Amy.Sherwood-at-sikich.com jvandurme-at-auditor.illinois.gov |
Mrs. Caldwell emailed me to let me know the draft findings would be submitted by the contract timetable. Therefore, at this time an amendment will not need to be performed in January for the State Board of Elections compliance examination. | |
| Jeanne Michaud Audit Manager V | 12/10/2021 14:55 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Kimberly submitted revised timetables for the 6/30/21 audits of ROE 41 and 45, 6/30/20 audit of ROE 30 and 6/30/19 audit of ROE 47. | ||
| Jeanne Michaud Audit Manager V | 12/13/2021 13:51 PM | Carmen Sendejas, Firm Administrator GW & Associates PC |
No | Email: carmen-at-cpagwa.com jmichaud-at-auditor.illinois.gov |
Carmen uploaded the signed contract amendment for the 6/30/18 audit of ISC 2 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/13/2021 13:52 PM | Carmen Sendejas, Firm Administrator GW & Associates PC |
No | Email: carmen-at-cpagwa.com jmichaud-at-auditor.illinois.gov |
Carmen uploaded the signed contract amendment for the 6/30/21 audit of ROE 48 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 11:25 AM | Richard Winkel, Managing Principal Winkel, Parker & Foster |
No | Email: rwinkel-at-wpf-cpa.com jmichaud-at-auditor.illinois.gov |
Richard uploaded the signed amendment for the 6/30//21 audit of ROE 8 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 13:03 PM | Diana Smith, Partner West & Company |
No | Email: dsmith-at-westcpa.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendment of the 6/30/21 audit of ROE 39 on the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 13:04 PM | Stella Santos, Partner Adelfia, LLC |
No | Email: sbsantos-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendment of the 6/30/21 audit of ROE 9 on the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 13:06 PM | Stella Santos, Partner Adelfia, LLC |
No | Email: sbsantos-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendments of the 6/30/21 audit of ROE's 17 and 21 on the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 13:07 PM | Stella Santos, Partner Adelfia, LLC |
No | Email: sbsantos-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendments of the 6/30/21 audit of ROE's 26 and 28 on the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 13:08 PM | Stella Santos, Partner Adelfia, LLC |
No | Email: sbsantos-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendment of the 6/30/21 audit of ROE 33 on the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 13:09 PM | Richard Winkel, Managing Principal Winkel, Parker & Foster |
No | Kristyl McDaniel, Manager Winkel, Parker & Foster |
Email: kmcdaniel-at-wpf-cpa.com rwinkel-at-wpf-cpa.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendment of the 6/30/21 audit of ROE 8 on the OAG RFP portal. | |
| Jeanne Michaud Audit Manager V | 12/14/2021 13:10 PM | John Wysocki, Partner GW & Associates PC |
No | Email: john.wysocki-at-cpagwa.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendment of the 6/30/21 audit of ROE 48 on the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/14/2021 13:11 PM | John Wysocki, Partner GW & Associates PC |
No | Email: john.wysocki-at-cpagwa.com jmichaud-at-auditor.illinois.gov |
I shared the signed contract amendment of the 6/30/18 audit of ISC 2 on the OAG RFP portal. | ||
| Janis Van Durme HHS Audit Manager |
12/15/2021 12:46 PM | Amy Sherwood, Partner Sikich LLP Linda Abernethy, Partner RSM US LLP Tom Leach, Partner Sikich LLP Josh Shugart, Partner KEB Kate Ward, Partner KEB |
No | Email: Amy.Sherwood-at-sikich.com Linda.Abernethy-at-rsmus.com Tom.Leach-at-sikich.com katew-at-kebcpa.com JoshS-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
I emailed the Special Assistant Auditor Partners assigned to my DHS, HFS, ISBE, and IDOR financial engagements a memo explaining the revised contract amendment process. | ||
| Daniel J. Nugent Technical Specialist | 12/15/2021 13:13 PM | Amy Sherwood, Partner Sikich, LLP Joseph Evans, Partner RSM US LLP Epifanio Sadural, Partner Roth & Co., LLP | No | E-Mail: amy.sherwood-at-sikich.com joseph.evans-at-rsmus.com esadural-at-rothcocpa.com dnugent-at-auditor.illinois.gov | I notified the auditor partners of the Department of the Lottery (Sikich), Illinois State University (RSM), and Illinois Workers' Compensation Commission (Roth) of the need to complete a contract amendment related to census data testing delays. | ||
| Gordon French, IS V | 12/15/2021 12:51 PM | Steve Handy, Sales, Hanson information systems | No | shandy-at-hansoninfosys.com | Request price quote for 42U Rack | ||
| Jeanne Michaud Audit Manager V | 12/15/2021 16:33 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Kimberly uploaded signed contract amendments for the 6/30/21 audits of ROE 41 and 45, 6/30/20 audit of ROE 30 and 6/30/19 audit of ROE 47. | ||
| Daniel J. Nugent Technical Specialist | 12/16/2021 08:43 AM | Joseph Evans, Partner RSM US LLP | No | OAG Portal | OAG Portal | Joe Evans uploaded a contract amendment for the Illinois State University, University of Illinois, Illinois Finance Authority, State Employees' Retirement System of Illinois, Judges' Retirement System, General Assembly Retirement System, and the Department of Employment Security engagements. | |
| Daniel J. Nugent Technical Specialist | 12/16/2021 09:37 AM | Marites U. Sy, Partner Roth & Company, LLP | No | OAG Portal | OAG Portal | Marites Sy uploaded a contract amendment for the Illinois Workers' Compensation Commission, Environmental Protection Agency, Northeastern Illinois University, and Chicago State University engagements. | |
| Jeanne Michaud Audit Manager V | 12/15/2021 14:54 PM | Leilani Rodrigo, Partner Roth & Co. LLP |
No | Email: lrodrigo-at-rothcocpa.com jmichaud-at-auditor.illinois.gov |
Leilani proposed hours and rate for the 6/30/19 audit of ROE 13. | ||
| Jeanne Michaud Audit Manager V | 12/16/2021 08:52 AM | Leilani Rodrigo, Partner Roth & Co. LLP |
No | Email: lrodrigo-at-rothcocpa.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 47 minutes | I counter offered a lower rate and Leilani accepted for the 6/30/19 audit of ROE 13. | |
| Jeanne Michaud Audit Manager V | 12/16/2021 13:16 PM | Leilani Rodrigo, Partner Roth & Co. LLP |
No | Email: lrodrigo-at-rothcocpa.com jmichaud-at-auditor.illinois.gov |
I e-mailed Leilani and let her know we accepted the hours and proposed rates for the 6/30/19 audit of ROE 13. | ||
| Jeanne Michaud Audit Manager V | 12/16/2021 13:44 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
I uploaded the signed contract amendment for the 6/30/20 audit of ROE 30 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/16/2021 13:45 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
I uploaded the signed contract amendment for the 6/30/19 audit of ROE 47 to the OAG RFP portal. | ||
| Jeanne Michaud Audit Manager V | 12/16/2021 13:47 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
I uploaded the signed contract amendments for the 6/30/21 audits of ROE 41 and 45 to the OAG RFP portal. | ||
| Daniel J. Nugent Technical Specialist | 12/17/2021 10:57 AM | Amy Sherwood, Partner Sikich, LLP | No | Jane Clark, Director of Financiala and Compliance Audits Megan Green, Senior Audit Manager Peggy Hartson, Senior Audit Manager Janis Van Durme, HHS Audit Manager Stephanie Wildhaber, Audit Manager | OAG Portal | OAG Portal | Amy Sherwood uploaded a contract amendment for the Capital Development Board, Department of Central Management Services, Eastern Illinois University, Office of the Comptroller, Department of the Lottery, Illinois State Board of Elections, Department of Healthcare and Family Services, Office of the Secretary of State, and Illinois Literacy Foundation engagements. |
| Janis Van Durme HHS Audit Manager |
12/17/2021 13:35 PM | Gilda Priebe, Partner Adelfia LLC |
No | Van Durme: 217-782-XXXX Priebe: 312-363-XXXX |
Phone - 10 minutes | The firm updated me on the situation of updating the contract timetable for the State Compliance Examination of the Liquor Control Commission. Formal revised dates will be proposed by the firm and a contract amendment would need to be performed in January. | |
| Janis Van Durme HHS Audit Manager |
12/23/2021 10:00 AM | Jennifer Roan, Partner Adelfia LLC |
No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
I requested the firm provide me updated dates of the contract timetable for the Financial Statement Audit and State Compliance Examination of the Illinois Grain Insurance Corporation in order to determine if a contract amendment would need to be performed in January. | ||
| Janis Van Durme HHS Audit Manager |
12/23/2021 10:00 AM | Jennifer Roan, Partner Adelfia LLC |
No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
I requested the firm provide me updated dates of the contract timetable for the State Compliance Examination of the Illinois State Fair in order to determine if a contract amendment would need to be performed in January. | ||
| Janis Van Durme HHS Audit Manager |
12/23/2021 10:01 AM | Jennifer Roan, Partner Adelfia LLC |
No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
I requested the firm provide me updated dates of the contract timetable for the State Compliance Examination of the DuQuoin State Fair in order to determine if a contract amendment would need to be performed in January. | ||
| Lisa Warden Audit Manager | 12/13/2021 16:00 PM | Jennifer Roan, Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
I proposed an amended timetable for the FY20/21 compliance examination of the Illinois Supreme Court. | ||
| Lisa Warden Audit Manager | 12/14/2021 12:19 PM | Jennifer Roan, Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
Partner counter-proposed with an alternate amended timetable for the Illinois Supreme Court examination. | ||
| Lisa Warden Audit Manager | 12/14/2021 13:56 PM | Jennifer Roan, Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
Requested more information regarding firm's proposed amended timetable for the Illinois Supreme Court examination. | ||
| Lisa Warden Audit Manager | 12/14/2021 14:05 PM | Jennifer Roan, Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
Partner provided requested information regarding firm's proposed amended timetable for the Illinois Supreme Court examination. | ||
| Lisa Warden Audit Manager | 12/14/2021 14:20 PM | Jennifer Roan, Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
Partner provided additional information regarding firm's requested timetable for the Illinois Supreme Court examination. | ||
| Lisa Warden Audit Manager | 12/28/2021 15:04 PM | Jennifer Roan, Partner Adelfia LLC | No | Phone: Jennifer 312-240-9500 Lisa: 217-370-XXXX | 6 minutes | Asked partner if the proposed amended timetable needed any further revisions based on current status for the Illinois Supreme Court examination. | |
| Lisa Warden Audit Manager | 12/28/2021 16:15 PM | Jennifer Roan, Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
Requested further changes to firm's proposed amended timetable for the Illinois Supreme Court examination. | ||
| Lisa Warden Audit Manager | 12/28/2021 17:03 PM | Jennifer Roan, Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
I responded to the partner's request to further change the timetable for the Illinois Supreme Court FY20/21 examination. | ||
| Lisa Warden Audit Manager | 12/29/2021 09:04 AM | Jennifer Roan, Partner Stella Santos, Managing Partner Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
I inquired into the firm's signatory on the contract amendment for the FY20/21 Supreme Court engagement. | ||
| Lisa Warden Audit Manager | 12/29/2021 09:05 AM | Stella Santos, Managing Partner Adelfia LLC | No | Jennifer Roan, Partner Adelfia LLC | Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com lwarden-at-auditor.illinois.gov |
Partner confirmed the firm's signatory on the contract amendment for the FY20/21 Supreme Court engagement. | |
| Stacie Sherman, Audit Manager | 12/17/2021 07:58 AM | Brandon Reed, Partner Crowe LLP | No | Lisa Stinson, Manager, Crowe LLP | Email: brandon.reed-at-crowe.com lisa.stinson-at-crowe.com ssherman-at-auditor.illinois.gov |
Brandon sent a revised Phase II timetable for the FY21 Financial Audit of the Office of the Treasurer - Illinois Funds. |