July 2026

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.
Jim Dahlquist, Senior Administrative Manager07/02/2026 09:28 AMShaida Hong, National Sales Manager, BeckerNoN/AEmail: Jim Dahlquist: jdahlquist-at-auditor.illinois.gov
Shaida Hong: shaida.hong-at-becker.com		EmailShaida provided a signed copy of our Letter of Agreement.
Jennifer Baptist, Auditor V07/06/2026 08:45 AMAlex Hagen, Partner at West & CompanyNoSuralinkSent signed FY 26 ROE 3 contract to Alex Hagen, Partner West & Co.
Beth Obernuefemann, Auditor V07/06/2026 11:17 AMDavid Jelonek, Partner, GW & AssociatesNoJeanne Michaud, OAG Manager
Jennifer Baptist, OAG Manager
John Wysocki, Partner, GW & Associates		davidjelonek-at-cpagwa.com
jbaptist-at-auditor.illinois.gov
jtschaika-at-auditor.illinois.gov		Requested proposed hours and rates for FY26 contracts for ROE's 12, 31, 41, & 50 and they were received the same day. Sent email 7/7/26 that hours and rates were approved and to send contract documents in.
Jennifer Baptist, Auditor V07/07/2026 07:18 AMAaron Donnelly, Partner at Roth & Co.NoSuralink
adonnelly-at-rothcocpa.com		I uploaded the FY26 contracts for ISC 4, ROE 32 and ROE 53 for signature.
Joe Butcher, Audit Director07/07/2026 02:28 PMMike Noble, Consulting Actuary, CheironNoGene Kalwarski, Consulting Actuary
Jake Libauskas, Consulting Actuary
Matt Wells, Actuarial Analyst
Tricia Wagner, Performance Audit Director, OAG		Email:
mnoble-at-cheiron.us
gkalwarski-at-cheiron.us
jlibauskas-at-cheiron.us
mwells-at-cheiron.us
twagner-at-auditor.illinois.gov
jbutcher-at-auditor.illinois.gov		EmailMike provided Cheiron's proposal for the their FY27 work as the State Actuary.
Jim Dahlquist, Senior Administrative Manager07/08/2026 09:25 AMShaida Hong, National Sales Manager, BeckerNoN/AEmail: Jim Dahlquist: jdahlquist-at-auditor.illinois.gov
Shaida Hong: shaida.hong-at-becker.com		EmailShaida provided a signed copy of our Order Form.
Jennifer Baptist, Auditor V07/08/2026 01:21 PMAaron Donnelly, Partner at Roth & Co.NoSyndelle Manuel, Manager with Roth & Co., Henry de Jesus, Manager with Roth & Co.SuralinkSent signed FY26 contracts for ISC 4, ROE 32 and ROE 53
Jennifer Baptist, Auditor V07/08/2026 02:58 PMRobert Arnholt, Partner Doehring, Winders & Co.NoMatthew Clarkson, Manager and Megan Coy, Manager at Doehring, Winders & Co.Emailed rarnholt-at-dw.cpa, mclarkson-at-dw.cpa, and mcoy-at-dw.cpaAsked firm if they wanted to contract with us again on ROE 20 and ROE 51 and if so, to submit proposed hours and rates for those audits.
Jennifer Baptist, Auditor V07/08/2026 03:46 PMKimberly Walker, Partner at Kemper CPA GroupNoEmailed: kwalker-at-kempercpa.comSent FY26 ROE 45 Contract for signature.
Jennifer Baptist, Auditor V07/15/2026 09:51 AMJennifer Roan, AdelfiaNoJeanne Tschaika, OAG Audit Manager and Mavie Valera, Partner with AdelfiaEmail: jsroan-at-adelfiacpas.com, jtschaika-at-auditor.illinois.gov, and mbvalera-at-adelfiacpas.comEmailInformed firm the FY25 ROE 49 hours and rate were approved and to send the contract documents.
Jennifer Baptist, Auditor V07/16/2026 08:31 AMRobert Arnholt, Partner Doehring, Winders & Co.NoMatt Clarkson, Manager and Megan Coy, Manager with Doehring Winders & Co.Email: rarnholt-at-dw.cpa, mclarkson-at-dw.cpa, and mcoy-at-dw.cpaEmailInformed firm the hours and rates for ROE 20 and ROE 51 for FY26 were approved and to send contract documents.
Jennifer Baptist, Auditor V07/17/2026 10:38 AMJennifer Roan, Partner at AdelfiaNoEmail: jsroan-at-adelfiacpas.comEmailJennifer Roan sent proposed hours and rate for FY26 ROE 44 contract.
Jennifer Baptist, Auditor V07/17/2026 10:53 AMMatthew Clarkson, Manager at Doehring, Winders & Co.NoRobert Arnholt, Partner and Megan Coy, Manager at Doehring, Winders & Co.SafeSend: mclarkson-at-dw.cpa, rarnholt-at-dw.cpa, and mcoy-at-dw.cpaN/AReceived contracting documents for FY26 ROE 20 and FY26 ROE 51.
Jennifer Baptist, Auditor V07/20/2026 12:03 PMAaron Donnelly, Partner at Roth & Co.NoDarlene Dizon, Manager at Roth & Co.Suralink: adonnelly-at-rothcocpa.com and ddizon-at-rothcocpa.comSuralinkSent FY26 ROE 47 Contract for signature.
Jennifer Baptist, Auditor V07/20/2026 12:29 PMDarlene Dizon, Manager at Roth & Co.NoSuralink: ddizon-at-rothcocpa.comSuralinkReceived FY26 ROE 47 Contract back from Roth & Co.
Jennifer Baptist, Auditor V07/20/2026 01:42 PMKimberly Walker, Partner at Kemper CPA GroupNoSuralink: kwalker-at-kempercpa.comSuralink:I sent FY26 ROE 45 Contract to Kemper for signature.
Beth Obernuefemann, Auditor V07/20/2026 03:42 PMCasey LisakNoJohn Wysocki & David Jelonekcasey.lisack-at-cpagwa.comCasesy sent contracting documents for ROE's 12 & 31 for FY26. A few revisions were received on 7/21/26.
Jennifer Baptist, Auditor V07/20/2026 03:43 PMCasey Lisack, Admin Assistant at GW & AssociatesNoJennifer Baptist, OAG Senior Audit Manager, David Jelonek, Partner at GW and John Wysocki, Partner at GW.Email: jbaptist-at-auditor.illinois.gov, Casey.Lisack- at -cpagwa.com, david.jelonek- at -cpagwa.com, and John.Wysocki- at -cpagwa.comSuralinkReceived contracting documents from GW for FY26 ROE 41 and ROE 50.
Beth Obernuefemann, Auditor V07/21/2026 09:26 AMCasey LisackNoSuralinkContracts for ROE 12 & 31 received back from the firm with signature for FY26.
Jennifer Baptist, Auditor V07/21/2026 10:38 AMAaron Donnelly, Partner at Roth & Co.NoDarlene Dizion, Manager at Roth & Co.Suralink: adonnelly-at-rothcocpa.com and ddizon-at-rothcocpa.comSuralinkSent signed FY26 ROE 47 contract.
Jennifer Baptist, Auditor V07/21/2026 11:16 AMJennifer Roan, Partner at AdelfiaNojsroan-at-adelfiacpas.comEmailFollowed up with Jennifer Roan as to why the hours are still at 330 for ROE 44 FY26 since it was indicated last year that hours could go back to 288 after ROE gets some issues resolved.
Jennifer Baptist, Auditor V07/21/2026 11:30 AMJennifer Roan, Partner at AdelfiaNoEmail: jsroan-at-adelfiacpas.comEmailJennifer Roan revised hours and rate for FY26 ROE 44 after my inquiry.
Jennifer Baptist, Auditor V07/21/2026 11:31 AMJennifer Roan, Partner at AdelfiaNoSuralink: jsroan-at-adelfiacpas.comSuralinkSent FY 25 ROE 49 contract to Adelfia for signature.
Jennifer Baptist, Auditor V07/21/2026 11:51 AMKimberly Walker, Partner at Kemper CPA GroupNoSuralink: kwalker-at-kempercpa.comSuralinkResent FY26 ROE 45 contract for signature due to correction made to the Contract Summary page.
Jennifer Baptist, Auditor V07/21/2026 12:31 PMJennifer Roan, Partner at AdelfiaNoSuralink: jsroan-at-adelfiacpas.comSuralinkReceived signed FY25 ROE 49 contract.
Jennifer Baptist, Auditor V07/21/2026 01:13 PMRobert Arnholt, Partner Doehring, Winders & Co.NoSuralink: rarnholt-at-dw.cpaSuralinkSent FY26 contracts for ROE 20 and ROE 51.
Jennifer Baptist, Auditor V07/21/2026 01:16 PMJennifer Roan, Partner at AdelfiaNoEmail: jsroan-at-adelfiacpas.comEmailInformed Jennifer Roan the hours and rate for FY26 ROE 44 contract were approved and to send contracting documents.
Jennifer Baptist, Auditor V07/21/2026 01:24 PMRobert Arnholt, Partner Doehring, Winders & Co.NoSuralink and Email: rarnholt-at-dw.cpaSuralink and EmailSent FY26 ROE 20 and FY26 ROE 51 contracts for signature. Informed Robert the Taxpayer Id form also needed a signature for the ROE 51 contract.
Jennifer Baptist, Auditor V07/21/2026 01:29 PMJohn Wysocki, Partner at GW & AssociatesNoSuralink: John.Wysocki-at-cpagwa.comSuralinkSent the FY26 contracts for ROE 41 and ROE 50 to John for signature.
Jennifer Baptist, Auditor V07/21/2026 01:35 PMJennifer Roan, Partner at AdelfiaNoEmail: jsroan-at-adelfiacpas.comEmailReceived FY26 ROE 44 contracting documents.
Jennifer Baptist, Auditor V07/21/2026 04:11 PMMatthew Clarkson, Manager at Doehring, Winders & Co.NoRobert Arnholt, Partner at Doehring, Winders & Co.SafeSend and Email: mclarkson-at-dw.cpa and rarnholt-at-dw.cpaEmailReceived FY26 contracts for ROE 20 and ROE 51 back from the firm.
Beth Obernuefemann, Auditor V07/21/2026 04:17 PMCasey LisackNoJohn Wysocki & David JelonekSuralinkI sent contracts for ROE's 12 & 31 for signature from the firm.
Jennifer Baptist, Auditor V07/22/2026 08:01 AMJennifer Roan, Partner at AdelfiaNoSuralink and Email: jsroan-at-adelfiacpas.comSuralink and EmailSent signed ROE 49 FY25 contract.
Jennifer Baptist, Auditor V07/22/2026 01:33 PMJennifer Roan, Partner at AdelfiaNoSuralink: jsroan-at-adelfiacpas.comSuralinkSent FY26 ROE 44 contract for signature.
Jennifer Baptist, Auditor V07/22/2026 01:45 PMDavid Jelonek, Partner at GW & AssociatesNoSuralink: david.jelonek-at-cpagwa.comSuralinkSent FY26 Signed Contracts for ROE 41 and ROE 50.
Beth Obernuefemann, Auditor V07/23/2026 09:15 AMCasey LisackNoSuralinkSent final contracts for ROE's 12 & 31 for FY26.
Jennifer Baptist, Auditor V07/28/2026 07:32 AMMatthew Clarkson, Manager at Doehring, Winders & Co.NoSuralink: mclarkson-at-dw.cpaSuralinkSent FY26 Signed Contracts for ROE 20 and ROE 51.
Jennifer Baptist, Auditor V07/28/2026 07:37 AMJennifer Roan, Partner at AdelfiaNoSuralink: jsroan-at-adelfiacpas.comSuralinkSent FY26 Signed Contract for ROE 44.