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 |
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 | Final subscription agreement documents for Becker’s 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Jennifer Roan requested an additional 40 hours for the FY21 audit of ROE 9 due to exceeding the Single Audit threshhold. |