October 2025
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. |
|---|---|---|---|---|---|---|---|
| Stacie Sherman, Auditor V | 10/01/2025 02:44 PM | Bill Sarb, Partner, RSM | No | Suralink | I sent Bill the final signed amendment for the FY24 Department of Revenue compliance examination, for his records. | ||
| Jeanne Michaud, Auditor V | 10/03/2025 01:44 PM | Syndelle Manuel, Manager, Roth & Co | No | Aaron, Donnelley, Partner, Roth
John Karlo Reazo, Manager, Roth Jennifer Baptist, Manager, OAG | E-mail: jmichaud-at-auditor.illinois.gov
jbaptist-at-auditor.illinois.gov adonnelley-at-rothcocpa.com smanuel-at-rothcocpa.com jreazo-at-rothcocpa.com | Syndelle emailed an updated timetable for the FY25 contract amendment of ISC 4 to remove single audit hours. | |
| Jeanne Michaud, Auditor V | 10/06/2025 04:46 PM | Syndelle Manuel, Manager, Roth & Co | No | Aaron Donnelly, Partner, Roth & Co.
Beth Obernuefemann, Manager, OAG | Email: jmichaud-at-auditor.illinois.gov
bobernuefemann-at-auditor.illinois.gov adonnelly-at-rothcocpa.com smanuel-at-rothcocpa.com | I emailed Syndelle and let her know the hours and rate proposed by her firm to perform the FY25 audit of ROE 39 were approved. | |
| Jeanne Michaud, Auditor V | 10/07/2025 10:11 AM | Aaron Donnelly, Partner, Roth & Co | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
adonnelly-at-rothcocpa.com | I uploaded the FY25 contract amendment for ISC 4 to Suralink for Aaron. | |
| Quentin Kuntzman, Auditor V | 10/08/2025 02:20 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Audit Manager, CliftonLarsonAllen LLP
Grace Smith, Senior, CliftonLarsonAllen LLP Quentin Kuntzman, Senior Audit Manager, OAG Tom Kizziah, Senior Audit Manager, OAG | Microsoft Teams Meeting | 7 minutes | Tom and Quentin inquired of the firm's interest and independence to perform the upcoming Financial Audit of the Illinois State Toll Highway Authority for the Year ending December 31, 2025. Adam confirmed the firm's interest, independence, and available staffing levels needed to perform the audit. A rough estimate of the anticipated start date and timeline for the audit was also discussed. Quentin informed Adam that he will get the Welcome Letter and associated material needed for the firm to prepare their informal proposal sent to the firm in the next couple of weeks. |
| Quentin Kuntzman, Auditor V | 10/08/2025 03:00 PM | Mandy Merchant, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Audit Manager, CliftonLarsonAllen LLP
Grace Smith, Senior, CliftonLarsonAllen LLP Quentin Kuntzman, Senior Audit Manager, OAG Tom Kizziah, Senior Audit Manager, OAG | Microsoft Teams Meeting | 10 minutes | Tom discussed the OAG's intent to forego the scheduled RFP for the next scheduled audit cycle for the Illinois Housing Development Authority (Financial Audit, Single Audit, and Compliance Examination) for the year(s) ended June 30, 2026, and extend it one more year to "correct" the cycle, (i.e. undergo a final F/C with the current firm, then start a fresh Yr1 F; Yr2 F/C; Yr3 F; Yr4 F/C; Yr5 F; Yr6 F/C rotation. In order proceed with this plan, Tom explained we need to determine if the firm is interested and independent and has the available staffing to perform the IHDA engagement for the year(s) ended June 30, 2026. Mandy confirmed the firm's interest, independence, and available staffing. A rough discussion of the anticipated timeline (start of the contracting process, fieldwork start, etc.) occurred afterwards. |
| Jeanne Michaud, Auditor V | 10/14/2025 12:28 PM | Aaron Donnelly, Partner, Roth & Co | No | N/A | Email: adonnelly-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov | Aaron sent the signed contract amendment for ISC 4 with Suralink. | |
| Jeanne Michaud, Auditor V | 10/15/2025 07:56 AM | Aaron Donnelly, Partner, Roth & Co | No | N/A | Email: adonnelly-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed FY25 contract amendment for ISC 4 to Suralink. | |
| Jeanne Michaud, Auditor V | 10/17/2025 09:37 AM | Casey Lisack, Administrative Assistant, GW and Associates | No | John Wysocki, Partner, GW and Associates | email: casey.lisack-at-cpagwa.com
john.wysocki-at-cpagwa.com jmichaud-at-auditor.illinois.gov | Casey emailed contracting documents to amend the FY22 contract of ISC 2 to add a single audit. | |
| Jeanne Michaud, Auditor V | 10/20/2025 09:31 AM | Casey Lisack, Administrative Assistant, GW and Associates | No | John Wysocki, Partner, GW & Associates | E-mail: jmichaud-at-auditor.illinois.gov
casey.lisack-at-cpagwa.com john.wysock-at-cpagwa.com | Casey emailed contracting documents for the FY23 audit of ISC 2. | |
| Jeanne Michaud, Auditor V | 10/20/2025 11:06 AM | John Wysocki, Partner, GW & Associates | No | Casey Lisack, GW & Associates, Admin Assistant | Email: jmichaud-at-auditor.illinois.gov
john.wysocki-at-cpagwa.com casey.liseck-at-cpagwa.com | Emails over the course of 4 hours and 31 minutes. | Casey and John submitted proposed hours and rate for the FY23 audit of ISC 2. |
| Jeanne Michaud, Auditor V | 10/21/2025 08:11 AM | John Wysocki, Partner, GW & Associates | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
john.wysocki-at-gwacpa.com | I let John know the hours and rate proposed by his firm for the FY23 audit of ISC 2 were accepted. | |
| Megan Green, Statewide Single Audit Manager | 10/21/2025 09:49 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
adam.pulley-at-claconnect.com mgreen-at-auditor.illinois.gov | N/A | I reached out to Adam regarding a revised timetable for the FY23/24 compliance examination of the Illinois Department of Transportation. |
| Megan Green, Statewide Single Audit Manager | 10/23/2025 09:47 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | email
mgreen-at-auditor.illinois.gov adam.pulley-at-claconnect.com | N/A | Adam proposed 12/1/25 as an amended final report date for the FY23/24 compliance examination of the Illinois Department of Transportation. |
| Jeanne Michaud, Auditor V | 10/23/2025 04:46 PM | Casey Lisack, Administrative Assistant, GW and Associates | No | John Wysocki, Partner, GW & Associates | Email: john.wysocki-- at --cpagwa.com
casey.lisack-at-cpagwa.com jmichaud-at-auditor.illinois.gov | Casey emailed corrected contracting documents for the FY23 contract of ISC 2. | |
| Jeanne Michaud, Auditor V | 10/23/2025 05:04 PM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | Email - hrenteria-at-pradorenteria.com
jmichaud-at-auditor.illinois.gov | Hilda proposed hours and rate for her firm to complete the FY25 audit of ROE 47. | |
| Quentin Kuntzman, Auditor V | 10/28/2025 10:36 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email/LeapFile:
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A | CLA provided their informal proposal for the 2025 financial audit of the Illinois State Toll Highway Authority. |
| Quentin Kuntzman, Auditor V | 10/28/2025 12:37 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email;
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A | I sent Adam the Welcome Letter and related attachments for the 2025 financial audit of the Illinois State Toll Highway Authority. |
| Megan Green, Statewide Single Audit Manager | 10/28/2025 01:49 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
mgreen-at-auditor.illinois.gov adam.pulley-at-claconnect.com | N/A | I sent continuation contract amendment #1 for the FY23/24 compliance examination of the Illinois Department of Transportation to Adam for his signature. |
| Quentin Kuntzman, Auditor V | 10/28/2025 02:27 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email:
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illinois.gov | 6 emails over 1 hour | I sent questions to the firm after reviewing their informal proposal. One related to an adjustment to the engagement timetable and one asking for a missing attachment related to the disclosures and conflicts of interest form. Adam responded to my inquires and provided the missing file needed for preparing the contract. |
| Megan Green, Statewide Single Audit Manager | 10/28/2025 02:33 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
mgreen-at-auditor.illinois.gov adam.pulley-at-claconnect.gov | N/A | Adam sent me the signed continuation contract amendment #1 for the FY23/24 compliance examination of the Illinois Department of Transportation. |
| Megan Green, Statewide Single Audit Manager | 10/30/2025 09:33 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
mgreen-at-auditor.illinois.gov adam.pulley-at-claconnect.com | N/A | I provided the final signed continuation contract amendment #1 for the Illinois Department of Transportation FY23/24 Compliance Examination. |
| Jeanne Michaud, Auditor V | 10/30/2025 02:53 PM | Casey Lisack, Administrative Assistant, GW and Associates | No | John Wysock, Partner, GW & Associates | Email: jmichaud-at-auditor.illinois.gov
john.wysocki-at-cpagwa.com casey.lisack-at-cpagwa.com | Casey emailed the signed contracts back for the FY22 amendment of ISC 2 and the FY23 contract of ISC 2. | |
| Quentin Kuntzman, Auditor V | 10/31/2025 09:08 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A | I sent the firm the draft contract for the 2025 Toll Highway Authority Financial Audit for their review and signature. |
| Jeanne Michaud, Auditor V | 10/31/2025 03:25 PM | Citali Renteria, Marketing and IT Coordinator, Prado & Renteria | No | Hilda Renteria, Partner, Prado & Renteria | Email: hrenteria-at-pradorenteria.com
crenteria-at-pradorenteria.com jmichaud-at-auditor.illinois.gov | Citali uploaded contracting documents for the FY25 contract of ROE 47 to Suralink. |