June 2020

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
Audit Manager
06/09/2020 19:04 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
kmacdonna-at-auditor.illinois.gov
Email Jennifer Roan provided updated Schedule 1, Schedule 2, Standard Certifications, Disclosures and TIN forms to prepare an amendment and continuation contract for ROE #44.
Jeanne Michaud
Audit Manager
06/09/2020 20:03 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 17.
Jeanne Michaud
Audit Manager
06/10/2020 15:43 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 26.
Jeanne Michaud
Audit Manager
06/10/2020 15:44 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 28.
Jeanne Michaud
Audit Manager
06/10/2020 15:45 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 33.
Jeanne Michaud
Audit Manager
06/10/2020 15:45 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 44.
Jeanne Michaud
Audit Manager
06/10/2020 16:09 PM Chad Lucas, Partner,
Sikich
No Amy Sherwoood, Partner, Sikich Email: chad.lucas-at-sikich.com
amy.sherwood-at-sikich.com
jmichaud-at-auditor.illinois.gov
E-mails over the course of 37 minutes E-mailed Chad Lucas, Partner at Sikich to see if their firm would be interested in auditing ROE #21 for 6/30/20.
Jeanne Michaud
Audit Manager
06/10/2020 16:17 PM Kimberly Walker, Partner
Kemper CPA
No None Email: kwalker-at-kcpag.com
jmichaud-at-auditor.illinois.gov
E-mail E-mailed Kimberly Walker, Partner at Kemper CPA to see if their firm would be interested in auditing ISC #4 for 6/30/20.
Jeanne Michaud
Audit Manager
06/11/2020 15:16 PM Jennifer Roan, Partner
Adelfia, LLC
No Email: jsroan-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Emails over the course of 6 minutes Emailed Jennifer Roan to see if she would be available to discuss the proposed hours and rates for the 6/30/20 ROE audits.
Jeanne Michaud
Audit Manager
06/11/2020 15:47 PM Jennifer Roan, Partner
Adelfia, LLC
No Phone: Jennifer Roan 312-804-XXXX
Jeanne Michaud 815-274-XXXX
23 minutes Discussed proposed hours and rates proposed by Adelfia, LLC with Jennifer Roan for the 6/30/20 ROE audits.
Jeanne Michaud
Audit Manager
06/12/2020 12:25 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Discussed revisions of Schedule 1 and 2 with Jennifer Roan regarding ROE #44.
Jeanne Michaud
Audit Manager
06/15/2020 09:37 AM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Emailed Jennifer Roan, Partner Adelfia to let her know we accepted the proposed hours and rates for the firm to audit the 6/30/20 audits of ROE 17, 26, 28, 33 and 44.
Jeanne Michaud
Audit Manager
06/15/2020 14:51 PM Robert Arnholt, Partner
Doehring, Winders & Co., LLP
No Email: rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov
Email Received proposed hours and rates from Robert Arnholt, Partner Doehring, Winders & Co. LLP for the FY20 audits of ROE #'s 3, 20 and 50.
Jeanne Michaud
Audit Manager
06/16/2020 14:05 PM Robert Arnholt, Partner
Doehring, Winders & Co., LLP
No Email: rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov
Emails over the course of 2 minutes Emailed Robert Arnholt, Partner Doehring, Winders & Co. LLP to let him know we accepted the firm's proposed hours and rates for the FY20 audits of ROE #'s 3, 20 and 50.
Jeanne Michaud
Audit Manager
06/17/2020 10:25 AM Chad Lucas, Partner,
Sikich
No Amy Sherwoood, Partner, Sikich
Megan Cochran, Director, Sikich
Email: chad.lucas-at-sikich.com
amy.sherwood-at-sikich.com
megan.cochran-at-sikich.com
jmichaud-at-auditor.illinois.gov
Email Chad Lucas, Partner at Sikich submitted hours and rate for the FY20 audit of ROE 21.
Jeanne Michaud
Audit Manager
06/17/2020 10:59 AM Kimberly Walker, Partner
Kemper CPA
No None Email: kwalker-at-kcpag.com
jmichaud-at-auditor.illinois.gov
E-mail Received e-mail from Kimberly Walker, Partner at Kemper CPA with proposed hours and rates for the 6/30/20 audit of ROE #41.
Jeanne Michaud
Audit Manager
06/17/2020 11:37 AM Tonya Lofgren, Manager
Wipfli
No None Email: tlofgren-at-wipfli.com
jmichaud-at-auditor.illinois.gov
E-mail Received e-mail from Tonya Lofgren, Manager at Wipfli with the number of hours for amendment and continuation contract of the 6/30/17 audit of ROE 4.
Jeanne Michaud
Audit Manager
06/17/2020 13:19 PM Tim Gavin, Manager
Lauterbach & Amen
No None Email: tgavin-at-lauterbachamen.com
mberan-at-lauterbachamen.com
ramen-at-lauterbachamen.com
jmichaud-at-auditor.illinois.gov
E-mail Received e-mail from Tim Gavin, Manager at Lauterbach & Amen with the number of hours for amendment and continuation contract of the 6/30/19 audit of ROE 34.
Jeanne Michaud
Audit Manager
06/17/2020 17:03 PM Kimberly Walker, Partner
Kemper CPA
No None Email: kwalker-at-kcpag.com
jmichaud-at-auditor.illinois.gov
E-mail E-mailed Kimberly Walker, Partner at Kemper CPA to let her know the hours and rate proposed by her firm for the 6/30/20 audit of ROE #41 were approved.
Jeanne Michaud
Audit Manager
06/18/2020 08:55 AM Tim Gavin, Manager
Lauterbach & Amen
No None Email: tgavin-at-lauterbachamen.com
jmichaud-at-auditor.illinois.gov
E-mail Received e-mail from Tim Gavin, Manager at Lauterbach & Amen with the Schedule 1 timetable needed for amendment and continuation contract of the 6/30/19 audit of ROE 34.
Jeanne Michaud
Audit Manager
06/18/2020 09:58 AM Chad Lucas, Partner,
Sikich
No Amy Sherwoood, Partner, Sikich
Megan Cochran, Director, Sikich
Email: chad.lucas-at-sikich.com
amy.sherwood-at-sikich.com
megan.cochran-at-sikich.com
jmichaud-at-auditor.illinois.gov
Email E-mailed Chad Lucas, Partner at Sikich to let him know the hours and rate for the FY20 audit of ROE 21 have been approved.
Gordon French, IS V 06/18/2020 10:30 AM Crystal Boys, sales w/CDS Jason Sturtewagen, sales w/ CDW-G Jason Contreras, sales w/ Insight No None cboydATcdsot.com jasostuATcdwg.com Jason.ContrerasATinsight.com gjfrenchATauditor.illinois.gov Email Price quotes for cartridges and a HP scanner/printer combo
Jeanne Michaud
Audit Manager
06/18/2020 12:56 PM Tonya Lofgren, Manager
Wipfli
No None Email: tlofgren-at-wipfli.com
jmichaud-at-auditor.illinois.gov
Email Received e-mail from Tonya Lofgren, Manager at Wipfli with the Standard Certifications, disclosures and TIN forms to prepare the amendments and continuation contracts for the 6/30/17 audit of ROE 4.
Jeanne Michaud
Audit Manager
06/19/2020 11:31 AM Diana Smith, Partner
West & Company CPA
No Alex Hagen, Partner, West & Company, CPA
Email: dsmith-at-westcpa.com
agagen-at-westcpa.com
jmichaud-at-auditor.illinois.gov
Email Received e-mail from Diana Smith, Partner at West & Company, CPA with the firms proposed hours and rates for the ROE Audits of 11, 12, 24, 31, 32, 39, 40, 45 and 54.
Jeanne Michaud
Audit Manager
06/19/2020 11:35 AM Kristyl McDaniel, Manager
Winkel, Parker & Foster, CPA PC
No None Email: kmcdaniel-at-wpf-cpa.com
jmichaud-at-auditor.illinois.gov
Email Received e-mail from Kristyl McDaniel, Manager at Winkel, Parker & Foster with the firms proposed hours and rates for the ROE Audits of 8 and 49.
Jeanne Michaud
Audit Manager
06/22/2020 08:07 AM Diana Smith, Partner
West & Company CPA
No None Email: dsmith-at-westcpa.com
jmichaud-at-auditor.illinois.gov
Email Received Schedule 1 timetables from Diana Smith, Partner at West & Company, CPA to prepare the contract amendments and continuations for ROE #24 and 39 for 6/30/19.
Jeanne Michaud
Audit Manager
06/22/2020 13:46 PM Jennifer Roan, Partner
Adelfia, LLC
No Stella Santos, Partner, Adelfia, LLC
Mavie Valera, Partner, Adelfia, LLC
Email: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov
Email Received Schedule 1 timetable revisions and Schedule 2 updates from Jennifer Roan, Partner at Adelfia, LLC to prepare the contract amendments and continuations for ROE #17, 26, 28 and 33 for 6/30/19.
Jeanne Michaud
Audit Manager
06/22/2020 17:24 PM Diana Smith, Partner
West & Company CPA
No None Email: dsmith-at-westcpa.com
jmichaud-at-auditor.illinois.gov
Email Received revised Schedule 1 timetables from Diana Smith, Partner at West & Company, CPA to prepare the contract amendments and continuations for ROE #24 and 39 for 6/30/19.
Sara Metzger
Audit Manager
06/23/2020 07:30 AM Amy Sherwood, Partner
Sikich
No None Sara: 217-785-XXXX
Amy: 217-862-XXXX
10 minutes Discussed need for amendment/FY21 contract and potential timeline for amendment for State Employees Deferred Compensation Plan financial audit for the year ended 12/31/19. Agreed on timeline and Sara will prepare the documents.
Jeanne Michaud
Audit Manager
06/23/2020 07:42 AM Colleen, Porter, Manager
McGreal & Company CPA
No Mike Morrissey, Partner
McGreal & Company CPA
Email: colleenp-at-mcgreal.com
mikem-at-mcgreal.com
jmichaud-at-auditor.illinois.gov
Email Received revised Schedule 1 timetable, disslosures, standard certifications and TIN forms from Colleen Porter, Manager at McGreal & Company to prepare the contract amendments and continuations for ROE #16 for 6/30/19.
Joe Butcher
Performance Director
06/23/2020 11:10 AM Stella Marie Santos, Managing Partner
Adelfia LLC
No None Email: sbsantos-at-adelfiacpas.com Email Requested best and final offers to proposals submitted for six ROE engagements as part of the group 4 procurement
Jeanne Michaud
Audit Manager
06/23/2020 11:23 AM Tonya Lofgren, Manager
Wipfli
No None Email: tlofgren-at-wipfli.com
jmichaud-at-auditor.illinois.gov
Emal Received Schedule 1 timetable dates from Tonya Lofgren, Manager at Wipfli to complete the amendment and continuation contract for the 6/30/16 audit of ISC #2.
Jeanne Michaud
Audit Manager
06/23/2020 11:39 AM Tonya Lofgren, Manager
Wipfli
No None Email: tlofgren-at-wipfli.com
jmichaud-at-auditor.illinois.gov
Emal Received Schedule 1 timetable dates from Tonya Lofgren, Manager at Wipfli to complete the amendment and continuation contract for the 6/30/17 audit of ROE #4.
Jeanne Michaud
Audit Manager
06/23/2020 17:33 PM Kimberly Walker, Partner
Kemper CPA
No None Email: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov
Emal Received Schedule 1 timetable dates from Kimberly Walker, Partner at Kemper CPA to complete the amendment and continuation contract for the 6/30/17 audit of ROE #47.
Joe Butcher
Performance Director
06/23/2020 17:51 PM Stella Marie Santos, Managing Partner
Adelfia LLC
No None Email: sbsantos-at-adelfiacpas.com Email Stella Marie Santos provided Adelfia's best and final offers for six ROE engagements as part of the group 4 procurement
Teresa Davis
Fiscal Officer
06/11/2020 12:24 PM Melinda Crumly
Office Manager
Sentinal Pest Control
No Email
sentinelpestcontrol-at-gmail.com
tldavis-at-auditor.illinois.gov
Email Received price quote for FY21 Pest Control Services.
Dean Devert
Chief of Staff
06/09/2020 15:14 PM Bret Hahn, Owner
Building Maintenance Services
No Email
BMS-at-springnet1.com
ddevert-at-auditor.illinois.gov
Email Received price quote for FY21 Janitorial Services and forwarded it to our Fiscal Officer.
Jeanne Michaud
Audit Manager
06/23/2020 20:02 PM Tim Gavin, Manager
Lauterbach & Amen
No Matt Beran, Partner, Lauterbach & Amen
Ron Amen, Partner, Lauterbach & Amen
Email: tgavin-at-lauterbachamen.com
mberan-at-lauterbachamen.com
ramen-at-lauterbachamen.com
jmichaud-at-auditor.illinois.gov
Email Received e-mail from Tim Gavin, Manager, Lauterbach & Amen with Schedule 1 revisions needed to prepare the amendments and continuation contracts for the 6/30/18 audits of ROE 19 and 34.
Jeanne Michaud
Audit Manager
06/24/2020 09:52 AM Mike Morrissey, Partner
McGreal & Company CPA
No Colleen Porter, Manager
McGreal & Company CPA
Email: mikem-at-mcgreal.com
colleenp-at-mcgreal.com
jmichaud-at-auditor.illinois.gov
Email Received e-mail from Michael Morrissey, Partner at McGreal & Company with revised disclosure form for the 6/30/19 amendment and continuation contract of ROE #16.
Jeanne Michaud
Audit Manager
06/24/2020 17:24 PM Tonya Lofgren, Manager
Wipfli
No None Email: tlofgren-at-wipfli.com
jmichaud-at-auditor.illinois.gov
Email Received e-mail from Tonya Lofgren, Manager at Wipfli with revised disclosure form for the amendment and continuation contracts for Roe 4 (FY17) and ISC 2 (FY16).
Jeanne Michaud
Audit Manager
06/25/2020 11:48 AM Kimberly Walker, Partner
Kemper CPA
No None Email: kwalker-at-kcpag.com
jmichaud-at-auditor.illinois.gov
E-mails over the course of 50 minutes E-mailed a request to Kimberly Walker, Partner at Kemper CPA and later received a revised disclosure form attachment for the amendment and continuation contract of the 6/30/17 audit of ROE 47.
Jeanne Michaud
Audit Manager
06/25/2020 11:56 AM Kimberly Walker, Partner
Kemper CPA
No None Email: kwalker-at-kcpag.com
jmichaud-at-auditor.illinois.gov
E-mails over the course of 47 minutes E-mailed a request to Kimberly Walker, Partner at Kemper CPA and later received a revised disclosure form attachment for the amendment and continuation contract of the 6/30/17 audit of ROE 47.
Jeanne Michaud
Audit Manager
06/25/2020 15:57 PM Kimberly Walker, Partner
Kemper CPA
No None Email: kwalker-at-kcpag.com
jmichaud-at-auditor.illinois.gov
E-mails over the course of 63 minutes Received e-mail from Kimberly Walker, Partner at Kemper CPA to let me know her firm would not be able to complete the audit of ISC #4 for 6/30/20.
Jeanne Michaud
Audit Manager
06/26/2020 14:04 PM Kristyl McDaniel, Manager
Winkel, Parker & Foster, CPA PC
No None Email: kmcdaniel-at-wpf-cpa.com
jmichaud-at-auditor.illinois.gov
Email E-mailed Kristyl McDaniel, Manager at Winkel, Parker & Foster to let her know the firms proposed hours and rates for the ROE Audits of 8 and 49 were accepted.
Jeanne Michaud
Audit Manager
06/26/2020 15:03 PM Diana Smith, Partner
West & Company CPA
No Phone: Diana Smith 217-235-XXXX
Jeanne Michaud 815-274-XXXX
19 minutes Called Diana Smith, Partner at West & Company, CPA to negotiate the firms proposed hours and rates for the ROE Audits of 11, 12, 24, 31, 32, 39, 40, 45 and 54.
Jeanne Michaud
Audit Manager
06/29/2020 09:00 AM Diana Smith, Partner
West & Company CPA
No Phone: Diana Smith 217-235-XXXX
Jeanne Michaud 815-274-XXXX
Email Emailed Diana Smith, Partner at West & Company, CPA to let the firms know their hours and rates for ROE #11, 12, 24, 31, 32, 39, 40, 45 and 54 have been approved.
Janis Van Durme
Senior Audit Manager V
06/01/2020 11:34 AM Jennifer Roan, Partner
Adelfia LLP
No Stella Santos, Managing Partner Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com
Email Mrs. Roan sent the Informal Proposal for the FY20 Illinois State Fair engagement.
Janis Van Durme
Senior Audit Manager V
06/01/2020 12:42 PM Jennifer Roan, Partner
Adelfia LLP
No Stella Santos, Managing Partner Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com
Email Mrs. Roan sent the Informal Proposal for the FY20 DuQuoin State Fair engagement.
Janis Van Durme
Senior Audit Manager V
06/01/2020 13:15 PM Jennifer Roan, Partner
Adelfia LLP
No None Phone:
Van Durme: 217-685-XXXX
Roan: 312-804-XXXX
10 minutes I told Mrs. Roan I would need various additional information for the FY20 Illinois and DuQuoin State Fair informal proposals.
Janis Van Durme
Senior Audit Manager V
06/03/2020 09:16 AM Jennifer Roan, Partner
Adelfia LLP
No None Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
Email Mrs. Roan sent me the additional information needed to complete the Illinois and DuQuoin State Fair informal proposal review.
Janis Van Durme
Senior Audit Manager V
06/03/2020 11:02 AM Jennifer Roan, Partner
Adelfia LLP
No Stella Santos, Managing Partner Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com
Email I sent Mrs. Roan additional review comments for the FY20 Illinois and DuQuoin State Fair informal proposals.
Janis Van Durme
Senior Audit Manager V
06/03/2020 11:24 AM Jennifer Roan, Partner
Adelfia LLP
No Stella Santos, Managing Partner Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com
Email Mrs. Roan sent me partial responses to my additional review comments for the FY20 Illinois and DuQuoin State Fair informal proposals.
Janis Van Durme
Senior Audit Manager V
06/03/2020 11:57 AM Jennifer Roan, Partner
Adelfia LLP
No Stella Santos, Managing Partner Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com
Email Mrs. Roan sent me the remainder responses to my additional review comments for the FY20 Illinois and DuQuoin State Fair informal proposals.
Janis Van Durme
Senior Audit Manager V
06/09/2020 08:06 AM Jennifer Roan, Partner
Adelfia LLP
No None Phone:
Van Durme: 217-685-XXXX
Roan: 312-804-XXXX
10 minutes Mrs. Roan and l discussed the OAG's decesion to stop contract negotiations on the FY20 Illinois and DuQuoin State Fairs until after July 1, 2020 to see if the State Fairs were cancled.
Janis Van Durme
Senior Audit Manager V
06/16/2020 09:02 AM Jennifer Roan, Partner
Adelfia LLP
No None Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
Email Mrs. Roan sent me the notice from the Department of Agriculture that stated the FY20 Illinois and DuQuoin State Fairs had been canceled.
Janis Van Durme
Senior Audit Manager V
06/22/2020 07:34 AM Jennifer Roan, Partner
Adelfia LLP
No Stella Santos, Managing Partner
Jane Clark, OAG FC Division Director
Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com
jclark-at-auditor.illinois.gov
Email I sent Mrs. Roan an email asking her to obtain certain operational information from the Department of Agriculture which would outline the timing and scope of contracting for the FY20 Illinois and DuQuoin State Fair engagements.
Jane Clark, Director 06/30/2020 08:48 AM Tes Sy, Partner E.C. Ortiz & Co. No Phone: Jane Clark 217-782-0811
Tes Sy 312-876-XXXX
Phone - 3 minutes Informed Tes that her firm was awarded the RFP 20-21 (Dept. of Military Affairs engagement. Discussed expectations to use the same personnel listed in RFP even though they will be merging into Roth & Company LLP, effective tomorrow. Let her know the audit manager will be reaching out to her in the near future.
Jane Clark, Director 06/30/2020 09:02 AM Stella Marie Santos, Managing Partner
Adelfia LLC
No Phone: Jane Clark 217-782-0811
Stella Santos 312-240-XXXX
Phone - 3 minutes Informed Stella that her firm was awarded the RFP 20-22 IL Community College Board engagement. Let her know the audit manager will be reaching out to her in the near future.
Kathy Lovejoy, Principal 06/05/2020 11:00 AM Josh Ayers, Partner, BDO USA No Phone: Kathy Lovejoy 217-782-0798 Josh Ayers 314-323-XXXX Phone - 10 minutes Discussed the FY21 DoIT SOC consulting contract and staffing for the contract.
Kathy Lovejoy, Principal 06/18/2020 12:30 PM Josh Ayers, Partner, BDO USA No Email: klovejoy-at-auditor-illinois-gov Jayers-bdo-com Email Email regarding certification questions related to the FY 21 DOIT SOC consulting contract.