July 2024
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. |
|---|---|---|---|---|---|---|---|
| Logan Jones, Information Services Specialist V | 07/01/2024 10:45 AM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave requested a copy of the signed enrollment forms. | ||
| Logan Jones, Information Services Specialist V | 07/01/2024 10:47 AM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I forwarded Dave a copy of the signed agreement I had uploaded to Microsoft. | ||
| Logan Jones, Information Services Specialist V | 07/01/2024 12:15 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave requested that I add my title to the agreement's signature form so MS wouldn't reject it. | ||
| Jeanne Michaud, Auditor V | 07/02/2024 10:12 AM | Robert Arnholt, Partner, Doehring Winders & Co | No | N/A | E-mail:
rarnholt-at-dw.cpa jmichaud-at.auditor.illinois.gov | Robert proposed audit hours and rates for the FY24 audits of ROE 20 and51. | |
| Jeanne Michaud, Auditor V | 07/02/2024 11:04 AM | Darlene Dizon, Manager Roth & Co | No | Aaron Donnelly, Partner, Roth & Co | E-mail: jmichaud-at-auditor.illinois.gov
ddizon-at-rothcocpa.com adonnelly-at-rothcocpa.com | E-mailed Darlene to let her know the revised hours and rates proposed by her firm for the FY24 audits of ROE 13, 32 and ISC 4 were accepted. | |
| Logan Jones, Information Services Specialist V | 07/02/2024 11:04 AM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I forwarded Dave a copy of the signed agreement that included my title. | ||
| Jeanne Michaud, Auditor V | 07/02/2024 11:31 AM | Aaron Donnelly, Partner, Roth | No | Darlene Dizon, Manager, Roth | E-mail: adonnelly-at-rothcocpa.com
ddizon-at-rothcocpa.com jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for the FY23 audit of ROE 39 in Suralink. | |
| Jeanne Michaud, Auditor V | 07/02/2024 11:37 AM | Robert Arnholt, Partner, Doehring Winders & Co | No | N/A | E-mail: rarnholt-at-dw.cpa
jmichaud-at-auditor.illinois.gov | I e-mailed Robert and let him know the hours and rates proposed for the FY24 audits of ROE 20 and 51 were accepted. | |
| Logan Jones, Information Services Specialist V | 07/02/2024 01:01 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Shortly after I received acknowledgement of the PO from Dell's automated systems, Dave reached out to let me know that he was submitting it to MS, and that we would receive Welcome emails when it was done processing. | ||
| Stacie Sherman, Auditor V | 07/08/2024 10:49 AM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | christine.torres-at-crowe.com
brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov | I sent Brandon and Christine the Welcome Letter for the FY24 financial audits of the Office of the Treasurer - Fiscal Officer Responsibilities, the College Savings Program, and the Illinois Funds. | |
| Logan Jones, Information Services Specialist V | 07/09/2024 11:59 AM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I let Dave know we had not received any onboarding materials. | ||
| Jeanne Michaud, Auditor V | 07/10/2024 02:23 PM | Alex Hagen, Partner, West & Company | No | N/A | E-mail: ahagen-at-westcpa.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed FY23 contracts of ROE 3,11 and 24 to suralink. | |
| Jeanne Michaud, Auditor V | 07/10/2024 02:32 PM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed audit contracts for FY24 audits ROE 1,8,9,16,17,21,26,28 and 33 and the FY20 audit of ROE 4. | |
| Jeanne Michaud, Auditor V | 07/10/2024 02:36 PM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com | I uploaded the signed contracts for the FY24 audits of ROE 53, 54 and 56 to Suralink. | |
| Jeanne Michaud, Auditor V | 07/11/2024 09:46 AM | Kimberly Walker, Partner, Kemper CPA Group | No | Ashley Norton, Auditor, Kemper CPA | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com anorton-at-kempercpa.com | Kimberly proposed hours and rate for her firm to conduct the FY24 audit of ROE 45. | |
| Logan Jones, Information Services Specialist V | 07/11/2024 01:13 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I followed up my previous email to let Dave know we had received some license certificates, but still had not received any welcome materials from MS. | ||
| Jose Roa, Auditor V | 07/11/2024 04:25 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email:
E. Sadural ESadural-at-rothcocpa.com J. Roa JRoa-at-auditor.illinois.gov | N/A | Firm informed OAG Manager of error in subcontract information in FY24 IL Workers' Compensation Commission phase II contract. | |
| Jose Roa, Auditor V | 07/12/2024 03:49 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email and Suralink
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Sent Firm revised FY24 IL Workers' Compensation Commission phase II contract correcting subcontractor information. | |
| Logan Jones, Information Services Specialist V | 07/15/2024 12:33 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave informed me that MS had set a start date for us of 8/1. | ||
| Jeanne Michaud, Auditor V | 07/16/2024 10:48 AM | Kimberly Walker, Partner, Kemper CPA Group | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | I let Kimberly know the hours and rate her firm proposed for the FY24 audit of ROE 45 were approved. | |
| Jose Roa, Auditor V | 07/16/2024 02:26 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email and Suralink
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Sent Firm fully signed FY24 IL Workers' Compensation Commission phase II contract amendment. | |
| Kenneth Matthews, Auditor IV | 07/17/2024 12:39 PM | Ryan Caldwell, Partner, RSM US LLP | No | Email
Kenny Matthews: kjmatthews-at-auditor.illinois.gov Ryan Caldwell: ryan.caldwell- at -rsmus.com | Initial email sent 6/17/2024
Response email received 6/18/2024 | I emailed Ryan asking for an update on the FY24 DHS Financial Audit contract and informal proposal materials. Ryan responded that he hopes to have the contract forms reviewed by next week. | |
| Kenneth Matthews, Auditor IV | 07/18/2024 09:33 AM | Ryan Caldwell, Partner, RSM LLP | No | Email
Ryan: ryan.caldwell-at-rsmus.com Kenny: kjmatthews-at-auditor.illinois.gov | A single email and response within 2 minutes | Ryan emailed to update me on the status of the FY24 DHS Financial Audit contract. The contract materials are moving into the final review stage and will be provided shortly. I responded to confirm receipt and thank him for his efforts. | |
| Jeanne Michaud, Auditor V | 07/19/2024 03:07 PM | Kimberly Walker, Partner, Kemper CPA Group | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | Kimberly submitted the FY23 contracting documents for ROE 30 through her firm portal. | |
| Jeanne Michaud, Auditor V | 07/19/2024 03:20 PM | Kimberly Walker, Partner, Kemper CPA Group | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | Kimberly submitted contracting documents for the FY24 audit of ROE 45 thorough her firm portal. | |
| Jeanne Michaud, Auditor V | 07/23/2024 07:08 AM | Renee Brucker, Manager, MCK | No | Cathy Mansur, Partner, MCK | E-mail: rbrucker-at-mckcpa.com
jmichaud-at-auditor.illinois.gov cmansur-at-mckcpa.com | Renee proposed hours and rates for her firm to conduct the FY24 audit of ROE 35. | |
| Jeanne Michaud, Auditor V | 07/23/2024 04:15 PM | Renee Brucker, Manager, MCK | No | Cathy Mansur, Partner, MCK | E-mail: jmichaud-at-auditor.illinois.gov
rbrucker-at-mckcpa.com cmansur-at-mckcpa.com | I let Renee know that the hours and rate for the FY24 audit of ROE 35 proposed by her firm were approved. | |
| Jeanne Michaud, Auditor V | 07/25/2024 08:58 AM | Aaron Donnelly, Partner, Roth | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
adonnelly-at-rothcocpa.com | I uploaded the signed FY24 contracts for ROE 13, 32 and ISC 4 to Suralink. | |
| Matthew Cobb, Information Services Specialist III | 07/25/2024 03:09 PM | Navepoint LLC | No | Email, sales -at- navepoint.com | Emailed Navepoint with a W-9 form to begin the process to certify them with the State Comptroller. They returned the W-9 and we found that they were already registered, but had dropped out of SAP. | ||
| Matthew Cobb, Information Services Specialist III | 07/25/2024 03:50 PM | Navepoint | No | navepoint.com | Created an account with Navepoint for IT supplies | ||
| Erica Oliver, Auditor III | 07/28/2024 06:00 PM | Michael Lawler, Partner, West & Co | No | Tyler Hutchinson, Supervisor, West & Co; Josh Shugart, Partner, Kerber, Eck & Braeckel LLP | Email: mlawler- at -westcpa.com; thutchinson- at -west.cpa; joshs- at -keb.com | Sent predecessor/successor notice to Josh (predecessor auditor) at Keb & Co. to communicate previous compliance examinations workpapers with Michael at West & Co (successor auditor). | |
| Jeanne Michaud, Auditor V | 07/29/2024 09:01 AM | John Wysocki, Partner, GW & Associates | No | David Jelonek, Partner, GW & Associates | E-mail: jmichaud-at-auditor.illinois.gov
john.wysocki-at-cpagwa.com david.jelonek-at-cpagwa.com | John submitted proposed hours and rates for the FY24 audits of ROE 12, 31, 41, 48, 50, ISC 1 and the FY21 audit of ISC 2. | |
| Matthew Cobb, Information Services Specialist III | 07/29/2024 10:12 AM | Michalene Albert, Sales and Service Representative Level III, NavePoint | No | Email, sales -at- navepoint.com | Requested clarification on the order process for Navepoint | ||
| Jim Dahlquist, Senior Administrative Manager | 07/30/2024 12:55 PM | Melissa Van Fossen | No | E-mail: Melissa.VanFossen-at-becker.com
jdahlquist-at-auditor.illinois.gov | I forwarded Becker CPE subscription documents for our 9/1/24 annual renewal. | ||
| Jeanne Michaud, Auditor V | 07/30/2024 03:20 PM | Matt Clarkson, Manager, Doehring Winders & Co | No | Robert Arnholt, Partner, Doehring Winders & Co. | E-mail: mclarkson-at-dw.cpa
rarnholt-at-dw.cpa jmichaud-at-auditor.illinois.gov | Matt sent the contracting documents for the FY24 audits of ROE 20 and 51. | |
| Jeanne Michaud, Auditor V | 07/31/2024 09:57 AM | Renee Brucker, Manager, MCK | No | Cathy Mansur, Partner, MCK | E-mail: jmichaud-at-auditor.illinois.gov
rbrucker-at-mckcpa.com cmansur-at-mckcpa.com | Renee sent the FY24 contracting documents for ROE 35 through her firm sharefile. |