July 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 |
Date/time of contact |
Name and title of |
Registered |
Name and title |
Method of contact (oral
by phone, oral |
Approximate |
Provide a detailed
summary of the points made by each |
|
Jeanne Michaud, Auditor V |
07/01/2025 10:48 AM |
Kimberly Walker, Partner, Kemper CPA |
No |
N/A |
E-mail: kwalker - at -
kempercpa.com |
|
Kimberly uploaded contracting documents for the FY24 audit of ROE 30 via Suralink. |
|
Jeanne Michaud, Auditor V |
07/01/2025 12:06 PM |
Kimberly Walker, Partner, Kemper CPA |
No |
N/A |
E-mail:
kwalker-at-kempercpa.com |
|
Kimberly uploaded the contracting documents for the FY25 audit of ROE 45 to suralink. |
|
Stacie Sherman, Auditor V |
07/02/2025 02:10 PM |
Brandon Reed, Partner, Crowe |
No |
suralink |
I sent Brandon the final signed contract amendment and continuation contract for the FY24 financial audit of the Treasurer's College Savings Program. |
||
|
Jeanne Michaud, Auditor V |
07/03/2025 10:49 AM |
Jennifer Roan, Partner, Adelfia |
No |
Stella Santos, Partner,
Adelfia |
E-mail:
jsroan-at-adelfiacpas.com |
E-mails over the course of 2 minutes. |
Jennifer proposed hours and rates and provided contracting documents for her firm to audit the FY22 financial statements of ROE 4. |
|
Joe Butcher, Audit Director |
07/07/2025 07:40 AM |
Mike Noble, Consulting Actuary, Cheiron |
No |
Gene Kalwarski, Consulting
Actuary |
Email: |
|
Mike provided Cheiron's proposal for the their FY26 work as the State Actuary. |
|
Jeanne Michaud, Auditor V |
07/07/2025 10:37 AM |
John Wysocki, Partner, GW & Associates |
No |
David Jelonek, Partner, GW & Associates |
E-mail:
john.wysocki-at-cpagwa.com |
|
John proposed hours and rates for his firm to audit the FY22 financial statements of ISC 2 and the FY25 financial statements of ROE 12,31,41,48,50 and ISC 1. |
|
Jeanne Michaud, Auditor V |
07/07/2025 10:55 AM |
Jennifer Roan, Partner, Adelfia |
No |
N/A |
E-mail:
jsroan-at-adelfiacpas.com |
|
I let Jennifer know the hours and rate proposed by her firm for the FY22 audit of ROE 4 had been approved. |
|
Jim Dahlquist, Senior Administrative Manager |
07/08/2025 12:28 PM |
Shaida Hong, National Sales Manager, Becker |
No |
N/A |
Email:
shaida.hong-at-becker.com |
N/A |
I forwarded our Becker subscription renewal documents. |
|
Jeanne Michaud, Auditor V |
07/08/2025 03:01 PM |
Kimberly Walker, Partner, Kemper CPA |
No |
N/A |
E-mail: kwalker - at -
kempercpa.com |
E-mails over the course of 31 minutes. |
Kimberly submitted hours and rate for her firm to audit the FY25 financial statements of ROE 45 and I let her know that the hours and rate were accepted as proposed. |
|
Jeanne Michaud, Auditor V |
07/09/2025 08:49 AM |
John Wysocki, Partner, GW & Associates |
No |
N/A |
E-mail:
john.wysocki-at-cpagwa.com |
|
I let John know the hours and rates proposed by his firm for the FY25 audits of ROE 12,31,41,48,50, ISC 1 and the FY22 audit or ISC 2 were acceptable. |
|
Jeanne Michaud, Auditor V |
07/09/2025 10:55 AM |
Kimberly Walker, Partner, Kemper CPA |
No |
N/A |
E-mail: kwalker
-at-kempercpa.com |
|
I uploaded the FY24 contract for ROE 30 and the FY25 contract for ROE 45 to Suralink for signature. |
|
Jeanne Michaud, Auditor V |
07/09/2025 11:30 AM |
Stella Marie Santos, Partner, Adelfia |
No |
N/A |
Email: sbsantos - at -
adelfiacpas.com |
|
I uploaded the FY22 contract for ROE 4 to Stella for signature via Suralink. |
|
Jeanne Michaud, Auditor V |
07/09/2025 11:40 AM |
Kimberly Walker, Partner, Kemper CPA |
No |
N/A |
Email:
kwalker-at-kempercpa.com |
|
Kimberly uploaded the signed contracts for ROE 30 and ROE 45 to Suralink. |
|
Jeanne Michaud, Auditor V |
07/09/2025 02:01 PM |
Stella Marie Santos, Partner, Adelfia |
No |
N/A |
E-mail: sbsantos-at-adelfiacpas.com
|
|
Stella uploaded the signed contract for ROE 4 to Suralink. |
|
Jeanne Michaud, Auditor V |
07/09/2025 03:16 PM |
Kimberly Walker, Partner, Kemper CPA |
No |
N/A |
Email:
kwalker-at-kempercpa.com |
|
I uploaded the final signed contracts for ROE 30 and 45 to Suralink. |
|
Joe Butcher, Audit Director |
07/10/2025 09:27 AM |
Katlyn LaCroix, Retirement Consultant, Aon |
No |
Cory Nanus, Associate Partner, Aon |
Email: |
|
Katlyn provided Aon's proposed hours and rate for conducting the CTA reviews. |
|
Jeanne Michaud, Auditor V |
07/14/2025 12:11 PM |
Stella Marie Santos, Partner, Adelfia |
No |
N/A |
E-mail: sbsantos - at-
auditor.illinois.gov |
|
I uploaded the final signed contract for the FY22 audit of ROE 4 to Suralink. |
|
Jeanne Michaud, Auditor V |
07/15/2025 10:55 AM |
Casey Lisack, Administrative Assistant, GW and Associates |
No |
N/A |
E-mail:
jmichaud-at-auditor.illinois.gov |
|
Casey emailed contracting documents for the FY22 audit of ISC 2. |
|
Jeanne Michaud, Auditor V |
07/17/2025 09:58 AM |
Casey Lisack, Administrative Assistant, GW and Associates |
No |
N/A |
Email: casey.lisak - at -
gwacpa.com |
|
Casey submitted corrected contracting documents for the FY22 audit of ISC 2. |
|
Jeanne Michaud, Auditor V |
07/17/2025 06:10 PM |
Jennifer Roan, Partner, Adelfia |
No |
N/A |
E-mail:
jsroan-at-adelfiacpas.com |
|
Jennifer emailed corrected document for the FY25 audit contracts. |
|
Jeanne Michaud, Auditor V |
07/17/2025 06:30 PM |
Jennifer Roan, Partner, Adelfia |
No |
Stella Santos, Partner, Adelfia
|
E-mail:
sbsantos-at-adelfiacpas.com |
|
Jennifer sent the hours and rates for her firm to audit the FY25 audits of ROE 1,8,9,16,21,26,53,4 and 56.. |
|
Jeanne Michaud, Auditor V |
07/21/2025 09:50 AM |
Renee Brucker, Manager, MCK, CPAs & Advisors |
No |
Cathy Mansur, Partner, MCK, CPAs & Advisors |
E-mail:
rbrucker-at-mckcpa.com |
|
Renee sent the hours and rate for her firm to audit the FY25 audit of ROE 35. |
|
Jeanne Michaud, Auditor V |
07/21/2025 05:00 PM |
Renee Brucker, Manager, MCK, CPAs & Advisors |
No |
N/A |
Email:
rbrucker-at-mckcpa.com |
|
I let Renee know the hours and rate proposed by her firm for ROE 35's FY25 audit were approved. |
|
Jeanne Michaud, Auditor V |
07/22/2025 10:07 AM |
Jennifer Roan, Partner, Adelfia |
No |
N/A |
E-mail:
jmichaud-at-auditor.illinois.gov |
|
I let Jennifer the hours and rates for the FY25 audits of ROE 1,8,9,16,21,26,53,54 and 56 have been accepted as proposed by her firm. |
|
Jeanne Michaud, Auditor V |
07/22/2025 04:30 PM |
Jennifer Roan, Partner, Adelfia |
No |
N/A |
E-mail:
jsroan-at-adelfiacpas.com |
Emails over the course of 2 minutes. |
Jennifer provided contracting documents for the FY25 audits of ROE 1,8,9,16,21,26 and 53. |
|
Jeanne Michaud, Auditor V |
07/24/2025 11:15 AM |
Casey Lisack, Administrative Assistant, GW and Associates |
No |
John Wysocki, Partner, GW and Associates |
E-mail:
casey.lisack-at-cpagwa.com |
|
Casey emailed corrected form for the FY22 contract of ISC 2. |
|
Jeanne Michaud, Auditor V |
07/24/2025 04:26 PM |
Matt Clarkson, Manager, Doehring Winders & Co., LLP |
No |
Robert Arnholt, Partner, Doehring Winders & Co., LLP |
Email:
jmichaud-at-auditor.illinois.gov |
|
Matt shared the contracting documents for the FY25 audits of ROE 20 and 51. |
|
Jeanne Michaud, Auditor V |
07/25/2025 02:41 PM |
Casey Lisack, Administrative Assistant, GW and Associates |
No |
N/A |
Email:
casey.lisack-at-cpagwa.com |
|
Casey sent the contracting documents for the FY25 audits of ROE 12,31, 41, 48 and ISC 2. |
|
Jeanne Michaud, Auditor V |
07/28/2025 10:36 AM |
John Wysocki, Partner, GW & Associates |
No |
N/A |
Email:
jmichaud-at-auditor.illinois.gov |
|
I uploaded the FY22 ISC 2 contract to John for signature. |
|
Jeanne Michaud, Auditor V |
07/28/2025 01:20 PM |
Stella Marie Santos, Partner, Adelfia |
No |
N/A |
E-mail:
jmichaud-at-auditor.illinois.gov |
|
I uploaded the FY25 contracts to Suralink for ROE 1,8,9,16,21,26,53 and 54 for signature. |
|
Jeanne Michaud, Auditor V |
07/28/2025 03:05 PM |
Stella Marie Santos, Partner, Adelfia |
No |
N/A |
Email:
sbsantos-at-adelfiacpas.com |
Emails over the course of 1 hr and 15 minutes. |
Stella uploaded the signed FY25 contracts for ROE 1,8,9,16,21,26,53 and 54 to Suralink. |
|
Jeanne Michaud, Auditor V |
07/29/2025 10:10 AM |
Syndelle Manuel, Manager, Roth & Co |
No |
Darlene Dizon, Manager,
Roth & Co. |
Email:
smanuel-at-rothcocpa.com |
|
Syndelle submitted the contracting documents for her firm to audit the FY25 financial statements of ISC 4. |
|
Jeanne Michaud, Auditor V |
07/29/2025 02:28 PM |
Robert Arnholt, Partner, Doehring Winders |
No |
N/A |
Email:
jmichaud-at-auditor.illinois.gov |
|
I uploaded the FY25 contracts for ROE 20 and 51 to Suralink for signature. |
|
Stacie Sherman, Auditor V |
07/29/2025 04:00 PM |
Christine Torres, Partner, Crowe |
No |
Suralink |
I sent the contract amendments for the FY25 financial audits of the Treasurer's College Savings Program and Illinois Funds to Christine for her signature. The amendments will move the hours and money from the phase I contracts to the phase II contracts. |
||
|
Jeanne Michaud, Auditor V |
07/30/2025 09:15 AM |
Matt Clarkson, Manager, Doehring Winders & Co., LLP |
No |
N/A |
Email:
jmichaud-at-auditor.illinois.gov |
|
Matt uploaded the FY25 signed contracts to suralink for ROE 20 and 51. |
|
Jeanne Michaud, Auditor V |
07/30/2025 10:30 AM |
John Wysocki, Partner, GW & Associates |
No |
N/A |
Email:
john.wysocki-at-cpagwa.com |
|
I uploaded the FY25 for ROE 12, 31, 41, 48, 50 and ISC 1 for signature. |
|
Jeanne Michaud, Auditor V |
07/30/2025 01:44 PM |
Stella Marie Santos, Partner, Adelfia |
No |
N/A |
Email:
sbsantos-at-adelfiacpas.com |
|
I uploaded the signed contracts for the FY25 audits of ROE 1,8,9,16,21,26,53 and 54 to suralink. |
|
Jeanne Michaud, Auditor V |
07/30/2025 02:49 PM |
Renee Brucker, Manager, MCK, CPAs & Advisors |
No |
Cathy Mansur, Partner, MCK, CPAs & Advisors |
Email:
jmichaud-at-auditor.illinois.gov |
|
Renee submitted contracting documents for her firm to audit the FY25 financial statements of ROE 35. |
|
Jeanne Michaud, Auditor V |
07/30/2025 04:11 PM |
Henry de Jesus, Manager, Roth & Co |
No |
Darlene Dizon, Manager,
Roth & Co. |
Email:
hdejesus-at-rothcocpa.com |
|
Henry submitted the contracting documents for his firm to audit the FY25 financial statements of ROE 32. |
|
Jeanne Michaud, Auditor V |
07/30/2025 07:42 PM |
John Wysocki, Partner, GW & Associates |
No |
N/A |
Email:
jmichaud-at-auditor.illinois |
Emails over the course of 5 minutes |
John uploaded the signed contracts for the FY25 audits of ROE 12,31,41,48,50, ISC 1 and ISC 2 (FY22) to suralink. |
|
Jeanne Michaud, Auditor V |
07/31/2025 10:25 AM |
Robert Arnholt, Partner, Doehring Winders |
No |
N/A |
Email:
rarnholt-at-dwcocpa.com |
|
I uploaded the final FY25 contracts for ROE 20 and 51 to suralink. |
|
Jeanne Michaud, Auditor V |
07/31/2025 10:32 AM |
Alex Hagen, Partner, West & Company |
No |
Heather Wolke, Manager, West & Co. |
Email:
jmichaud-at-auditor.illinois |
Emails over the course of 5 minutes |
Alex uploaded the contracting documents for the FY25 audits of ROE 3,11, 24 and 40. |