November 2022

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 V11/01/2022 08:47 AMLeilani Rodrigo, Partner, Roth & Co., LLPNoN/AE-mail: lrodrigo-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov		E-mailUploaded the FY contract for ROE #32 for the firm signature to the OAG RFP portal.
Jeanne Michaud, Auditor V11/01/2022 08:48 AMStella Santos, Partner, Adelfia, LLCNoN/AE-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov		E-mailI uploaded the FY22 contract amendment of ROE #1 to the OAG RFP portal.
Jeanne Michaud, Auditor V11/01/2022 08:49 AMStella Santos, Partner, Adelfia, LLCNoN/AE-mail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov		E-mailI uploaded the FY22 contract amendment for ROE 26 to the OAG RFP portal.
Jeanne Michaud, Auditor V11/01/2022 09:28 AMStella Santos, Partner, Adelfia, LLCNoN/AEmail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov		EmailStella uploaded signed FY22 contract amendments for the audits of ROE 1 and 26 to the OAG RFP portal.
Jeanne Michaud, Auditor V11/01/2022 06:15 PMLeilani Rodrigo, Partner, Roth & Co. LLPNoN/AEmail: lrodrigo-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov		EmailLeilani uploaded the signed FY22 contract for ROE 32 to the OAG RFP portal.
Jeanne Michaud, Auditor V11/02/2022 10:28 AMStella Santos, Partner, Adelfia, LLCNoN/AEmail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov		E-mailI uploaded the signed FY22 contract amendment for ROE 1 to the OAG RFP portal.
Jeanne Michaud, Auditor V11/02/2022 10:30 AMStella Santos, Partner, Adelfia, LLCNoN/AEmail: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov		E-mailI uploaded the signed contract amendment for the FY22 audit of ROE 26 to the OAG RFP portal.
Jeanne Michaud, Auditor V11/02/2022 10:32 AMLeilani Rodrigo, Partner, Roth & Co. LLPNoN/AEmail: lrodrigo-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov		E-mailI uploaded the signed contract for the FY22 audit of ROE 32 to the OAG RFP portal.
Sara Metzger, Assistant Director11/03/2022 05:30 PMAmy Sherwood, Partner, SikichNoRFP PortalAmy provided me with the proposal documents for the ACFR consulting.
Stephanie Wildhaber, Auditor IV11/04/2022 03:37 PMJennifer Roan, Partner, AdelfiaNoMavie B. Valera, Partner, Adelfia
Stella Marie Santos, Partner, Adelfia		Email
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov
Jennifer Roan: jsroan-at-adelfiacpas.com
Mavie B Valera: mbvalera-at-adelfiacpas.com
Stella Marie Santos: sbsantos-at-adelfiacpas.com		N/AMs. Roan sent the information proposal for the FY21/22 Compliance Examination of the Prisoner Review Board.
Stephanie Wildhaber, Auditor IV11/07/2022 10:59 AMJennifer Roan, Partner, AdelfiaNoN/AEmail
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov
Jennifer Roan: jsroan_at-adelfiacpas.com		N/AI asked Ms. Roan a question about the budgeted hours for the FY21/22 Compliance Examination of the Prisoner Review Board.
Stephanie Wildhaber, Auditor IV11/07/2022 11:10 AMJennifer Roan, Partner, AdelfiaNoN/AEmail
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov
Jennifer Roan: jsroan-at-adelfiacpas.com		N/AMs. Roan responded to my question concerning the budgeted hours for the FY21/22 Compliance Examination of the Prisoner Review Board.
Jose Roa, Auditor V11/09/2022 01:45 PMEpifanio Sadural, Partner, Roth & Co., LLPNoPhone:

Jose Roa: 773-330-XXXX
Epifanio Sadural: 312-235-4704		15 minutesDiscussed extension to contract time table for the FY22 IL Workers' Compensation Commission.
Sara Metzger, Assistant Director11/15/2022 11:00 AMAmy Sherwood, Partner, SikichNoOAG RFP PortalSent the contract for ACFR consulting to Amy for signature
Jeanne Michaud, Auditor V11/17/2022 05:54 PMDavid Payne, Jr., Manager, Prado & RenteriaNoHilda Renteria, Partner, Prado & RenteriaE-mail: dpayne-at-pradorenteria.com
hrenteria-at-pradorenteria.com
jmichaud-at-pradorenteria.com		E-mailDavid sent revised timetable and Schedule 2 for contract amendment of FY20 audit of ROE 47.
Jose Roa, Auditor V11/18/2022 04:37 PMEpifanio Sadural, Partner, Roth & Co., LLPNoEmail

Roa: jroa-at-auditor.illinois.gov
Sadural: ESadural-at-rothcocpa.com		Firm provided revised contract dates for amendment to FY22 IL Workers' Compensation Commission engagement.
Jeanne Michaud, Auditor V11/30/2022 08:49 AMJennifer Roan, Partner AdelfiaNoStella Santos, Partner, Adelfia
Mavie Valera, Partner, Adelfia
Beth Obernuefemann, Manager, OAG		E-mail: jsroan-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
bobernuefemann-at-auditor.illinois.gov
jmichaud-at-auditor.illinois.gov		E-mailJennifer submitted a revised timetable for the amendment of ROE 16's FY22 audit.
Jeanne Michaud, Auditor V11/30/2022 05:35 PMJennifer Roan, Partner, AdelfiaNoJennifer Baptist, Manager, OAG
Emily Berger, Supervisor, OAG
Beth Obernuefemann, Manager, OAG
Mavie Valera, Partner, Adelfia
Stella Santos, Partner, Adelfia		Email: jmichaud-at-auditor.illinois.gov
bobernuefemann-at-auditor.illinois.gov
eberger-at-auditor.illinois.gov
jbaptist-at-auditor.illinois.gov
mbvalera-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com		E-mailJennifer sent amended timetables for the FY22 audits of ROE 1,9,17,21,28 and 33.