September 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 | 09/01/2021 10:54 AM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
I requested and updated timetable to amend the FY19 contract of ROE 47. | ||
| Jeanne Michaud, Auditor V | 09/01/2021 17:08 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Kimberly provided the updated timetable to amend the FY19 contract of ROE 47. | ||
| Jeanne Michaud, Auditor V | 09/01/2021 16:26 PM | Johnny Campbell, Managing Principal Campbell, LLC |
No | Dawayne Stewart, Manager Campbell, LLC |
Email: johnecam-at-sbcglobal.net dawayne.stewart-at-yahoo.com jmichaud-at-auditor.illinois.gov |
I requested and updated timetable to amend the FY18 contract of ROE 13. | |
| Jeanne Michaud, Auditor V | 09/03/2021 09:25 AM | Dawayne Stewart, Manager Campbell, LLC |
No | Johnny Campbell, Managing Principal Campbell, LLC |
Email: johnecam-at-sbcglobal.net dawayne.stewart-at-yahoo.com jmichaud-at-auditor.illinois.gov |
Dawayne provided the updated timetable to amend the FY18 contract of ROE 13. | |
| Jeanne Michaud, Auditor V | 09/02/2021 15:38 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Email: jsroan-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
I emailed Jennifer and let her know the hours request to perform a Single audit on ROE #9's FY21 audit were approved and requested a revised timetable. I also requested a revised timetable for ROE 26 due to a delay in the ROE providing the FY21 financial statements. | ||
| Jeanne Michaud, Auditor V | 09/03/2021 11:14 AM | Carmen Sendejas, Firm Administrator GW & Associates PC |
No | Email: carmen-at-cpagwa.com jmichaud-at-auditor.illinois.gov |
Carmen uploaded the FY18 contracting documents for ISC 2. | ||
| Gordon French IS V | 09/07/2021 14:31 PM | AT Consulting, Erica Sommer, Sales rep | No | email: ericasATezaudit.net | Price quote for annual EZ-Audit Renewal | ||
| Jeanne Michaud, Auditor V | 09/06/2021 11:06 AM | Jennifer Roan, Partner Adelfia, LLC |
No | Email: jsroan-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Jennifer provided revised timetables for the FY21 audits of ROE 9 and 26. | ||
| Jeanne Michaud, Auditor V | 09/07/2021 11:09 AM | Jennifer Roan, Partner Adelfia, LLC |
No | Email: jsroan-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 6 minutes. | Jeanne proposed one change to the FY21 timetable to the firm and Jennifer was in agreement. | |
| Jeanne Michaud, Auditor V | 09/07/2021 12:57 PM | John Wysocki, Partner GW & Associates PC |
No | Email: john.wysocki-at-cpagwa.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 5 hours and 24 minutes | Jeanne proposed some corrections to the FY18 contracting documents of ISC 2 and John agreeed to the changes. | |
| Jeanne Michaud, Auditor V | 09/13/2021 14:48 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Marie Santos, Partner, Adelfia, LLC Maria Divina Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Shared signed contract amendment with Jennifer, Stella and Mavie for the FY21 audit fo ROE 9 on the OAG portal. | |
| Jeanne Michaud, Auditor V | 09/13/2021 14:50 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Marie Santos, Partner, Adelfia, LLC Maria Divina Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Shared signed contract amendment with Jennifer, Stella and Mavie for the FY21 audit fo ROE 26 on the OAG portal. | |
| Jeanne Michaud, Auditor V | 09/13/2021 14:53 PM | Kimberly Walker, Partner Kemper CPA Group, LLP |
No | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Shared signed contract amendment with Kimberly for the FY19 audit fo ROE 47 on the OAG portal. | ||
| Jeanne Michaud, Auditor V | 09/14/2021 11:04 AM | John Wysocki, Partner GW & Associates PC |
No | Email: john.wysocki-at-cpagwa.com jmichaud-at-auditor.illinois.gov |
Jeanne uploaded the signed FY18 contract for ISC 2 to the OAG RFP portal. | ||
| Jeanne Michaud, Auditor V | 09/14/2021 11:05 AM | Johnny Cambell, Managing Partner, Campbell, LLC | No | Dawayne Stewart, Manager, Campbell, LLC | Email: johnecam-at-sbcglobal.net dawayne.stewart-at-yahoo.com jmichaud-at-auditor.illinois.gov |
Jeanne uploaded the signed FY18 contract amendment for ROE 13 to the OAG RFP portal. | |
| Gordon French IS V | 09/14/2021 09:33 AM | Shiva Reddy, sales w/ Quark Software | No | Email: shivaATquark.com | Requested annual quote for QuarkExpress | ||
| Jeanne Michaud, Auditor V | 09/22/2021 08:41 AM | Diana Smith, Partner West & Company, LLC |
No | Email: dsmith-at-westcpa.com jmichaud-at-auditor.illinois.gov |
Jeanne uploaded the signed FY20 contract amendment for ROE 39 to the OAG RFP portal. | ||
| Donna Humphries, IT Manager | 09/27/2021 09:36 AM | Rodney Clark | No | Phone: (855) 525-2512 Email: rodney_clarkATcable.comcast.com | 33 Min phone & email | Asked billing on reducing the monthly price due to budgetary reasons. | |
| Jeanne Michaud, Auditor V | 09/28/2021 11:36 AM | Jennifer Roan, Partner Adelfia, LLC |
No | Jennifer Baptist, Auditor V | Email: jsroan-at-adelfiacpas.com jjbaptist-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov | Jennifer Roan provided a revised timetable for the FY20 audit of ROE 44. | |
| Donna Humphries, IT Manager | 09/28/2021 17:06 PM | Xavaier Oliphant, sales rep for VMWARE | No | Email & Phone: xoliphantATvmware.com (512) 568-3722 | Email & Phone | Requested price quote for VMWARE from 2 vendors | |
| Jeanne Michaud, Auditor V | 09/30/2021 13:53 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Marie Santos, Partner Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov | Jeanne uploaded the FY20 contract amendment of ROE 44 to the OAG RFP portal. | |
| Lisa Warden, Auditor V | 09/01/2021 13:31 PM | Gilda Priebe, Partner Adelfia, LLC | No | Email: gbpriebe - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov | Firm uploaded the FY20/21 proposed contracting documents for the Illinois Board of Admissions to the Bar. | ||
| Lisa Warden, Auditor V | 09/10/2021 13:21 PM | Leilani Rodrigo, Partner Roth & Co., LLP | No | Email: lrodrigo-at-rothcocpa.com lwarden - at - auditor.illinois.gov | Firm uploaded the 2020/21 proposed contracting documents for the Attorney Registration and Disciplinary Commission. | ||
| Lisa Warden, Auditor V | 09/23/2021 15:46 PM | Gilda Priebe, Partner Adelfia, LLC | No | Email: gbpriebe - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov | We will delay contracting until new contract forms are available for the FY20/21 audit of Illinois Board of Admissions to the Bar. Inquired how this would impact the firm's proposed timetable dates. | ||
| Lisa Warden, Auditor V | 09/24/2021 09:02 AM | Gilda Priebe, Partner Adelfia, LLC | No | Email: gbpriebe - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov | Move back all timetable dates by 2 weeks to accommodate the delayed contracting for the FY20/21 audit of illinois Board of Admissions to the Bar. |