May 2019
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 |
|
Stacie Sherman, Audit Manager |
05/03/2019 11:08 AM |
Chris Mower, Partner |
No |
Phone: |
15 minutes |
Chris called to discuss the entrance conference date and cost proposals for the FY19 Treasurer's Office engagements. |
|
|
Stacie Sherman, Audit Manager |
05/03/2019 12:19 PM |
Chris Mower, Partner |
No |
Phone: |
4 minutes |
Chris and I had further discussions about the proposed entrance conference date for the FY19 Treasurer's Office engagements. |
|
|
Stacie Sherman, Audit Manager |
05/03/2019 17:38 PM |
Chris Mower, Partner |
No |
Email: |
|
Chris sent the proposals for the FY19 ABLE, College Savings Program, Fiscal Officer, Illinois Funds, and Secure Choice engagements for the Office of the Treasurer. |
|
|
Christian Cortes, |
05/01/2019 11:37 AM |
Janice Romack, Partner |
No |
Michael Lawler, Auditor, West and Company, LLC |
E-mail: |
|
I e-mailed Janice to let her know our Office had accepted her firm's contract proposal for the upcoming Legislative Reference Bureau engagement for the two years ended June 30, 2019. I told her I would mail the contract documents. |
|
Gordon French, |
05/03/2019 09:22 AM |
Askia Omar, Sales Exc. Foxit |
No |
Email:askia_omarATfoxitsoftware.com |
|
Request price quote for annual renewal of Foxit PDF & additional licensing |
|
|
Donna Humphries, Manager IT |
05/02/2019 14:01 PM |
JP Wilson, Senior Account Executive, GoAgilant (ASI) |
No |
jpwilsoATGoAgilant.com |
|
Price quote to upgrade Sophos Firewalls |
|
|
Elvin Lay, Single Audit Manger |
05/03/2019 13:05 PM |
Cathy Baumann, Partner KPMG |
No |
Phone: |
5 minutes |
We discussed if KPMG was interested in performing the FY'19 Statewide Single Audit and if any conflicts of interests. Cathy stated they were interested and no conflicts. |
|
|
Gordon French, |
05/03/2019 08:58 AM |
Sami Khudair, Senior Account Exec. SOLARWINDS |
No |
Email: sami.khudairATsolarwinds.com |
|
Price quote for additional patchmanagement/remote licenses |
|
|
Reddy Bommareddi, Auditor V |
05/01/2019 15:44 PM |
Heather Powell, Managing Director, BKD LLP |
No |
Email: hpowell-at-bkd.com; rbommareddi-at-auditor.illinois.gov |
|
I emailed Heather to send me an updated document for FY19 informal proposal for Illinois Gaming Board. |
|
|
Reddy Bommareddi, Auditor V |
05/06/2019 07:53 AM |
Maria Fides Balita, Partner, Adelfia, LLC |
No |
Stella Marie
Santos, Partner |
Email |
|
I emailed them updated proposal documents in order to start the informal proposal for the Illinois Arts Council and Foundation's compliance examination for the two years ending 6/30/19. |
|
Reddy Bommareddi, Auditor V |
05/06/2019 08:45 AM |
Marites U. Sy, Partner, E.C. Ortiz Co., LLP |
No |
Email |
|
I emailed Marites updated proposal documents in order to start the informal proposal regarding the Illinois Criminal Justice Information Authority's compliance examination for the two years ending 6/30/19. |
|
|
Reddy Bommareddi, Auditor V |
05/06/2019 14:05 PM |
Marites U. Sy, Partner, E.C. Ortiz Co., LLP |
No |
Phone: |
5 minutes |
Tes called me to discuss the entrance conference date and informal proposal timeline regarding the Illinois Criminal Justice Information Authority's compliance examination for the two years ending 6/30/19. |
|
|
Stacie Sherman, Audit Manager |
05/06/2019 10:35 AM |
Chris Mower, Partner |
No |
Email: |
|
I asked Chris some questions regarding the proposed hours for the FY19 Treasurer's Office engagements. I also addressed the cost proposal. |
|
|
Reddy Bommareddi, Auditor V |
05/06/2019 16:20 PM |
Maria Fides Balita, Partner, Adelfia, LLC |
No |
Email |
|
I emailed Maria with proposed changes to the proposal documents for the Illinois Arts Council and Foundation's compliance examination for the two years ending 6/30/19. |
|
|
Dennis Gibbons, Auditor III |
05/06/2019 17:30 PM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
Joe Evans sent me the firm's informal proposal for the FY19 financial/compliance engagement for DES. |
|
Dennis Gibbons, Auditor III |
05/07/2019 11:11 AM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
I replied to Joe Evans' e-mail sending the informal proposal for the FY19 financial/compliance engagement of DES. I responded to Joe's question about the individual nonshared governmental funds at DES. |
|
Reddy Bommareddi, Auditor V |
05/07/2019 14:25 PM |
Marites U. Sy, Partner, E.C. Ortiz Co., LLP |
No |
Email |
|
Received revised forms of the informal proposal for the Illinois Criminal Justice Information Authority's compliance examination for the two years ending 6/30/19. |
|
|
Stacie Sherman, Audit Manager |
05/07/2019 16:28 PM |
Chris Mower, Partner |
No |
Phone: |
27 minutes |
Chris and I discussed the hours and proposed rate for the six Treasurer's Office engagements. |
|
|
Dennis Gibbons, Auditor III |
05/08/2019 09:24 AM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
I replied to Joe Evans (cc'd Dan Sethness) regarding the FY19 DES informal proposal and asked a question about the firm's rationale for its proposed hours. |
|
Reddy Bommareddi, Auditor V |
05/08/2019 13:15 PM |
Marites U. Sy, Partner, E.C. Ortiz Co., LLP |
No |
Phone: |
3 minutes |
I called Tes and informed her that the Office has accepted their informal proposal for the Illinois Criminal Justice Information Authority's compliance examination for the two years ending 6/30/19. Also discussed about the upcoming entrance conference. |
|
|
Reddy Bommareddi, Auditor V |
05/08/2019 13:10 PM |
Maria Fides Balita, Partner, Adelfia, LLC |
No |
Phone: |
1 minute |
I called Maria and informed her that the Office has accepted their informal proposal for the Illinois Arts Council's compliance examination for the two years ending 6/30/19. |
|
|
Dennis Gibbons, Auditor III |
05/09/2019 07:20 AM |
Joseph Evans, Partner, |
No |
E-mail: |
|
Joe Evans replied to my request for additional information on the firm's proposed hours and stated he would get back to me on 5/10/19. |
|
|
Dennis Gibbons, Auditor III |
05/09/2019 08:10 AM |
Joseph Evans, Partner, |
No |
E-mail: |
|
I replied to Joe Evans and told him it would be fine to contact me on 5/10/19 with additional information. |
|
|
Peggy Hartson, Auditor V |
05/10/2019 02:59 AM |
Elda Arriola, Partner E.C. Ortiz & Co LLP |
No |
Email: ebarrriola-at-ecortiz.com pahartson-at-auditor.illinois.gov |
|
Elda emailed the informal proposal for the FY19 Financial Audit of EPA's Water Revolving Fund. |
|
|
Gordon French, |
05/08/2019 13:31 PM |
Stephen Bone, Sales Exec. Dell Marketing |
No |
Email: Stephen.BoneATdell.com |
|
Price quote for new Dell Desktops |
|
|
Dennis Gibbons, Auditor III |
05/13/2019 09:23 AM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
Joe Evans provided a breakdown of the proposed hours for the FY19 DES financial/compliance engagement. |
|
Dennis Gibbons, Auditor III |
05/13/2019 15:02 PM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
I replied to Joe Evans (cc'd Dan Sethness) to discuss the Office's proposed hours for the FY19 DES engagement. |
|
Dennis Gibbons, Auditor III |
05/13/2019 15:53 PM |
Joseph Evans, Partner, |
No |
E-mail: |
|
Joe Evans agreed to the FY19 DES engagement proposed hours. |
|
|
Dennis Gibbons, Auditor III |
05/14/2019 08:07 AM |
Joseph Evans, Partner, |
No |
E-mail: |
|
I e-mailed Joe to discuss providing the modified informal proposal for FY19 DES engagement. |
|
|
Reddy Bommareddi, Auditor V |
05/14/2019 09:45 AM |
Marites U. Sy, Partner, E.C. Ortiz Co., LLP |
No |
In person at 740 E Ash St, Springfield, IL 62703 |
2 minutes |
Tes dropped off the contract documents for the Illinois Criminal Justice Information Authority's compliance examination for the two years ending 6/30/19. Also discussed about the upcoming entrance conference. |
|
|
Jim Dahlquist Sr Adm Mgr |
05/14/2019 12:00 PM |
John Gioeli, Director, Gov’t Programs, Becker Professional Education |
No |
None |
Oral by phone: (703) 631-8840 |
5 minutes |
Confirmed contractual rate not increasing this year. |
|
Dennis Gibbons, Auditor III |
05/14/2019 12:10 PM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
Joe sent me the updated informal proposal for the FY19 DES engagement. |
|
Jeanne Michaud, Auditor V |
05/14/2019 13:36 PM |
Tonya Lofgren, Manager |
No |
None |
E-mail: |
|
Tonya sent me hours and rate for the 6/30/17 audit of ROE 4. |
|
Donna Humphries, Manager IT |
05/14/2019 14:05 PM |
Dell Direct Sales, Garrett Winslett |
No |
None |
Email: Garrett.WinslettATdell.com |
|
Price quote on projectors & monitors |
|
Donna Humphries, Manager IT |
05/14/2019 14:26 PM |
CDS Sales, Ron Clark & Crystal Boyd |
No |
None |
Email: rclarkATcdsot.com & cboydATcdsot.com |
|
Price quote on projectors. |
|
Jeanne Michaud, Auditor V |
05/14/2019 16:04 PM |
Tonya Lofgren, Manager |
No |
None |
Oral by phone: |
1 minute |
Called Tonya Lofgren at Wipfli, LLP to negotiate rate for the 6/30/17 audit of ROE 4. |
|
Dennis Gibbons, Auditor III |
05/14/2019 17:01 PM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
I requested the contract documents from RSM's subcontractor for the FY19 DES engagement. |
|
Dennis Gibbons, Auditor III |
05/15/2019 07:12 AM |
Joseph Evans, Partner, |
No |
None |
E-mail: |
|
Joe Evans provided the subcontractor documents from E.C. Ortiz for the FY19 DES engagement. |
|
Jeanne Michaud, Auditor V |
05/15/2019 08:12 AM |
Tonya Lofgren, Manager |
No |
None |
E-mail: |
Emails over the course of 5 hrs. and 44 min. |
Tonya agreed to the negotiated rate for the 6/30/17 audit of ROE 4 and I let her know those hours and rates were approved. |
|
Stacie Sherman, Auditor IV |
05/07/2019 22:45 PM |
Chris Mower, Partner |
No |
E-mail: |
|
Chris agreed to the negotiated rate for the FY19 Treasurer's Office engagements. Chris also proposed updated hours all 6 engagements. |
|
|
Stacie Sherman, Auditor IV |
05/08/2019 09:58 AM |
Chris Mower, Partner |
No |
E-mail: |
|
I asked Chris for the proposal for the FY19 Office of the Treasurer - Non Fiscal Officer Responsibilities. |
|
|
Stacie Sherman, Auditor IV |
05/09/2019 10:51 AM |
Chris Mower, Partner |
No |
E-mail: |
|
Chris provided the proposals for the FY19 Office of the Treasurer - Non Fiscal Officer Responsibilities. |
|
|
Stacie Sherman, Auditor IV |
05/13/2019 09:18 AM |
Chris Mower, Partner |
No |
E-mail: |
|
I asked Chris for the updated proposals for the Treasurer's Fiscal Officer, ABLE, CSP, Illinois Funds, and Secure Choice engagements based on the newly proposed hours from the email on 5/7/19. |
|
|
Stacie Sherman, Auditor IV |
05/13/2019 14:48 PM |
Chris Mower, Partner |
No |
E-mail: |
Emails over the course of 1 hour and 41 min. |
Chris provided the updated proposals for the Treasurer's Fiscal Officer, ABLE, CSP, Illinois Funds, and Secure Choice engagements. |
|
|
Dennis Gibbons, Auditor III |
05/16/2019 08:56 AM |
Joseph Evans, Partner, |
No |
E-mail: |
|
I informed Joe that the firm's proposal had been accepted and confirmed mailing address for the contract. |
|
|
Dennis Gibbons, Auditor III |
05/16/2019 10:30 AM |
Joseph Evans, Partner, |
No |
Phone: |
2 minutes |
Joe replied to my questions on mailing address for the contract and we discussed entrance conference dates. |
|
|
Jeanne Michaud, Auditor V |
05/17/2019 13:15 PM |
Robert Arnholt, Partner, Doehring, Winders and Co. LLP |
No |
In writing |
Received proposed hours and rates for the 6/30/17 audit of ROE 51 from Robert Arnholt, Partner, Doehring, Winders and Co. LLP through U.S. mail. |
||
|
Janis Van Durme, Auditor V |
05/18/2019 09:24 AM |
Linda Abernethy, Partner RSM US LLP |
No |
Phone: |
4 minutes |
Linda called me to discuss amending the timetable dates for the FY18 Compliance Examination for the Department of Revenue to June 24, 2019. |
|
|
Dennis Gibbons, Auditor III |
05/19/2019 10:25 AM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
I sent an e-mail to Joe Evans, Dan Sethness, and Jim Schreiber (IDES Audit Liaison) to reschedule the time of the FY19 DES entrance conference. |
|
Thomas L. Kizziah Auditor V |
05/17/2019 09:11 AM |
Cathy Baumann, Partner KPMG LLP |
No |
Email: cbaumann-at-kpmg.com tkizziah-at-auditor.illinois.gov |
|
I received an email from Cathy that included the Firm's proposal for the upcoming engagement of the Illinois State Board of Investment for the year ended June 30, 2019. |
|
|
Thomas L. Kizziah Auditor V |
05/17/2019 11:45 AM |
Cathy Baumann, Partner KPMG LLP |
No |
Telephone: Cathy 312-665-8980 Thomas 217-782-0816 |
5 minutes |
I called Cathy to discuss the proposal she sent me earlier that morning pertaining to the Illinois State Board of Investment. We discussed the timing, contract disclosures and the cost proposed. |
|
|
Thomas L. Kizziah Auditor V |
05/20/2019 09:07 AM |
Cathy Baumann, Partner KPMG LLP |
No |
Email: cbaumann-at-kpmg.com tkizziah-at-auditor.illinois.gov |
|
I received a revised cost proposal from Cathy for the upcoming Illinois State Board of Investment engagement. |
|
|
Dennis Gibbons, Auditor III |
05/20/2019 09:36 AM |
Dan Sethness, Senior Manager, RSM US LLP |
No |
E-mail: |
|
Dan asked me if myself or the firm should prepare the entrance conference agenda for the FY19 DES engagement. |
|
|
Thomas L. Kizziah Auditor V |
05/20/2019 09:38 AM |
Cathy Baumann, Partner KPMG LLP |
No |
Telephone: Cathy 312-665-8980 Thomas 217-782-0816 |
3 minutes |
I called Cathy to let her know that our Office had accepted her most recent proposal for the upcoming Illinois State Board of Investment engagement. |
|
|
Dennis Gibbons, Auditor III |
05/20/2019 09:57 AM |
Dan Sethness, Senior Manager, RSM US LLP |
No |
E-mail: |
|
I responded to Dan and asked the firm to prepare the entrance conference agenda for FY19 DES. |
|
|
Gordon French, |
05/20/2019 10:08 AM |
CDW-G & CDS & Inight |
No |
Online quote |
Online |
Pricing out HP monitors and DVI-D cables |
|
|
Dennis Gibbons, Auditor III |
05/20/2019 10:30 AM |
Dan Sethness, Senior Manager, RSM US LLP |
No |
E-mail: |
|
Dan sent me the FY19 DES entrance conference agenda for review. |
|
|
Dennis Gibbons, Auditor III |
05/20/2019 14:53 PM |
Dan Sethness, Senior Manager, RSM US LLP |
No |
E-mail: |
|
I sent Dan the FY19 DES entrance conference agenda with my notes to make updates. |
|
|
Donna Humphries, Manager IT |
05/17/2019 11:25 AM |
CDS Sales, Fred |
No |
Email: fbascomATcdsot.com |
|
Request price quote/Info on VOIP receptionist phone |
|
|
Dennis Gibbons, Auditor III |
05/21/2019 07:03 AM |
Joseph Evans, Partner, |
No |
E-mail: |
|
Joe told me that he'd signed the FY19 DES contract and sent it back to the OAG overnight, and estimated that it should arrive on the morning of 5/21/19. |
|
|
Elvin Lay, Single Audit Manger |
05/21/2019 11:11 AM |
Cathy Baumann, Partner KPMG |
No |
Email: |
|
Received proposed hours and rate for 6/30/19 statewide single audit and contracting documents. |
|
|
Teresa Davis |
05/22/2019 10:09 AM |
Brooke Eastburn, Sales Rep |
No |
E-mail |
|
Requested price quote for Xerox Copier - W5645TC (located in Springfield Library). |
|
|
Teresa Davis |
05/22/2019 10:27 AM |
Bret Hahn, Owner |
No |
E-mail |
|
Requested price quote for FY20 Janitorial Services. |
|
|
Teresa Davis |
05/22/2019 10:30 AM |
Melinda Crumly, |
No |
E-mail |
|
Requested price quote for FY20 Pest Control Services. |
|
|
Jeanne Michaud, Auditor V |
05/22/2019 10:43 AM |
Kristyl McDaniel, Manager, Winkel, Parker & Foster, CPA PC |
No |
E-mail |
|
Received hours and rates from Kristyl McDaniel, Manager at Winkel, Parker & Foster, CPA PC for the 6/30/19 audits for ROE 8 and 49. |
|
|
Teresa Davis |
05/22/2019 10:47 AM |
Melinda Crumly, |
No |
E-mail |
|
Received price quote for FY20 Pest Control Services. |
|
|
Jeanne Michaud, Auditor V |
05/22/2019 13:29 PM |
Robert Arnholt, Partner, Doehring, Winders and Co. LLP |
No |
E-mail |
Emails over the course of 22 minutes |
E-mailed Robert Arnholt at Doehring, Winders and Co. LLP and notified him we accepted the hours and rates proposed for the 6/30/17 audit of ROE 51. |
|
|
Jeanne Michaud, Auditor V |
05/22/2019 13:32 PM |
Kristyl McDaniel, Manager, Winkel, Parker & Foster, CPA PC |
No |
E-mail |
Emails over the course of 1 minute |
E-mailed Kristyl McDaniel, Manager at Winkel, Parker & Foster, CPA PC and notified her we accepted the hours and rates proposed for the 6/30/19 audits of ROE 8 and 49. |
|
|
Teresa Davis |
05/22/2019 16:12 PM |
Brooke Eastburn, Sales Rep |
No |
E-mail |
|
Received price quote for Xerox Copier - W5645TC (located in Springfield Library). |
|
|
Teresa Davis |
05/23/2019 11:39 AM |
Bret Hahn, Owner |
No |
E-mail |
|
Received price quote for FY20 Janitorial Services. |
|
|
Jose G. Roa, Auditor V |
05/01/2019 08:54 AM |
Angela Allen, Principal, Washington, Pittman & McKeever |
No |
none |
E-Mail |
|
Firm provided proposal for the FY19 Illinois Mathematics & Science Academy and IMSA Fund engagements. |
|
Jose G. Roa, Auditor V |
05/01/2019 09:54 AM |
Angela Allen, Principal, Washington, Pittman & McKeever |
No |
none |
E-Mail |
|
Firm stated working on DHR contract number for FY19 Illinois Mathematics & Science Academy and IMSA Fund engagements. |
|
Jose G. Roa, Auditor V |
05/02/2019 13:03 PM |
Angela Allen, Principal, Washington, Pittman & McKeever |
No |
none |
E-Mail |
|
Firm provided updated DHR contract number for FY19 Illinois Mathematics & Science Academy and IMSA Fund engagements. |
|
Jose G. Roa, Auditor V |
05/02/2019 13:15 PM |
Angela Allen, Principal, Washington, Pittman & McKeever |
No |
none |
E-Mail |
|
Provided questions on informal proposal for FY19 Illinois Mathematics & Science Academy and IMSA Fund engagements. |
|
Jose G. Roa, Auditor V |
05/10/2019 17:58 PM |
Angela Allen, Principal, Washington, Pittman & McKeever |
No |
none |
E-Mail |
|
Firm provided response to informal proposal and informed the hours and rate approved for FY19 Illinois Mathematics & Science Academy and IMSA Fund engagements. |
|
Jose G. Roa, Auditor V |
05/23/2019 12:27 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Firm provided proposal for the FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/23/2019 15:29 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Informed Firm hours and rate need to be discussed for the FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/23/2019 16:31 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Provided Firm with questions on proposal for the FY19 Illinois Student Assistance Commission engagement. |
|
Donna Humphries, Manager IT |
05/29/2019 14:47 PM |
Kathleen Barnes, Regional Sales Consultant for Wolters Kluwer |
No |
none |
Email: kat.barnesATwolterskluwer.com Phone: (877) 250-7169 |
Email & phone |
Discussion of licensing & price quote for additional licensing for WPM |
|
Kelly Mittelstaedt, Auditor V |
05/29/2019 15:23 PM |
Chad Lucas, Partner Sikich, LLP |
No |
None |
Telephone: Chad Lucas 217-862-1724 Kelly Mittelstaedt 217-785-1233 |
Phone |
Chad Lucas called Kelly Mittelstaedt to let her know his firm was interested in doing the audits of ROE #1 and #21. |
|
Jeanne Michaud, Auditor V |
05/29/2019 15:52 PM |
Chad Lucas, Partner Sikich, LLP |
No |
Megan Cochran, Director, Sikich, LLP Kelly Mittelstaedt, Auditor V |
E-mail:
Chad.Lucas-at-sikich.com |
Emails over the course of 1hr. and 15 min. |
I e-mailed Chad Lucas and asked him for his firms proposed hours and rates to conduct the audits of ROE #1 and #21, which he did provide. |
|
Peggy Hartson, Auditor V |
05/30/2019 09:19 AM |
Elda Arriola, Partner E.C. Ortiz & Co LLP |
No |
None |
Email: pahartson-at-auditor.illinois.gov ebarriola-at-ecortiz.com |
|
I emailed Elda to ask her to update the Schedule 2 for the FY17-18 EPA prior engagement section and she replied with the information. |
|
Peggy Hartson, Auditor V |
05/30/2019 15:59 PM |
Chuck Kozlik, Principal CliftonLarsonAllen LLP |
No |
None |
Email: pahartson-at-auditor.illinois.gov chuck.kozlik-at-claconnect.com |
|
Chuck emailed that the draft contract docs for the FY19 Department of Transportation engagement look good and he will sign them and return them in the mail. |
|
Gordon French, |
05/30/2019 14:30 PM |
Walter Meek, sales w/ Novanis |
No |
None |
Phone: 217-698-0999 |
2 minutes |
Request price quote on 1 Aruba POE 48 port switch |
|
Jose G. Roa, Auditor V |
05/24/2019 14:15 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
Christine Torres 630-706-2074 José G. Roa 312-814-4008 |
10 minutes |
Call to discuss changes to rates, hours and timetable in FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/24/2019 14:12 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Firm provided completed forms for FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/24/2019 15:33 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Firm provided updated forms based on discussions for FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/28/2019 11:11 AM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Firm provided updated forms and rates based on discussions for FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/31/2019 11:00 AM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Requested Firm approve and change in rates and hours for FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/31/2019 12:30 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
Christine Torres 630-706-2074 José G. Roa 312-814-4008 |
10 minutes |
Call to dicuss changes to rates and hours in FY19 Illinois Student Assistance Commission engagement. |
|
Jose G. Roa, Auditor V |
05/31/2019 13:29 PM |
Christine Torres, Partner, Crowe LLP |
No |
none |
E-Mail |
|
Firm provided updated forms and rates based on discussions for FY19 Illinois Student Assistance Commission engagement. |
|
Lisa Warden, Auditor V |
05/01/2019 14:51 PM |
Stella Marie Santos, Partner, Adelfia LLC |
No |
none |
E-Mail |
|
Asked partner to call me re: proposal for the FY18/19 audit of Supreme Court |
|
Lisa Warden, Auditor V |
05/03/2019 08:56 AM |
Stella Marie Santos, Partner, Adelfia LLC |
No |
None |
Telephone: Stella Santos 312-240-9500 Lisa Warden 217-782-9307 |
45 minutes |
discussed proposal for the FY18/19 audit of Supreme Court |
|
Lisa Warden, Auditor V |
05/03/2019 10:55 AM |
Stella Marie Santos, Partner, Adelfia LLC |
No |
None |
Telephone: Stella Santos 312-240-9500 Lisa Warden 217-782-9307 |
20 minutes |
discussed proposal for the FY18/19 audit of Supreme Court |
|
Lisa Warden, Auditor V |
05/03/2019 12:28 PM |
Stella Marie Santos, Partner, Adelfia LLC |
No |
Mavie Valera, Partner, Adelfia |
E-Mail |
|
Requested change to Phase I & II hours for the FY18/19 audit of Supreme Court |
|
Lisa Warden, Auditor V |
05/03/2019 13:24 PM |
Mavie Valera, Partner, Adelfia |
No |
Stella Marie Santos, Partner, Adelfia Jennifer Roan, Partner, Adelfia |
E-Mail |
|
Proposed revisions to staffing plan for FY18/19 audit of Supreme Court |
|
Lisa Warden, Auditor V |
05/15/2019 13:00 PM |
Kate Ward, Partner, Kerber Eck & Braeckel, LLP |
No |
Josh Shugart, Partner Marci Petropoulos, Manager Amanda Wells, Manager Kerber Eck & Braeckel, LLP |
E-Mail |
|
Inquired about Financial audit contract for Illinois State Board of Education for the year ended 6/30/19. |
|
Lisa Warden, Auditor V |
05/15/2019 16:41 PM |
Kate Ward, Partner, Kerber Eck & Braeckel, LLP |
No |
Josh Shugart, Partner Marci Petropoulos, Manager Amanda Wells, Manager Kerber Eck & Braeckel, LLP |
E-Mail |
|
Requested informal proposal for the financial audit contract for Illinois State Board of Education for the year ended 6/30/19. |
|
Lisa Warden, Auditor V |
05/17/2019 09:23 AM |
Kate Ward, Partner, Kerber Eck & Braeckel, LLP |
No |
Marci Petropoulos, Manager Kerber, Eck & Braeckel LLP |
E-Mail |
|
Asked if firm could still use all budgeted Phase I funds for the FY19 financial audit of State Board of Education. |
|
Lisa Warden, Auditor V |
05/03/2019 14:07 PM |
Mavie Valera, Stella Santos, Jennifer Roan, all Partners, Adelfia |
No |
None |
E-Mail |
|
discussed number of hours and rate for the FY18/19 audit of Supreme Court |
|
Lisa Warden, Auditor V |
05/28/2019 13:19 PM |
Kate Ward, Partner, Kerber Eck & Braeckel, LLP |
No |
Josh Shugart, Partner, Kerber Eck & Braeckel, LLP |
E-Mail |
|
Discussed timetable for FY19 financial audit of Illinois State Board of Education. |
|
Lisa Warden, Auditor V |
05/28/2019 14:04 PM |
Kate Ward, Partner, Kerber Eck & Braeckel, LLP |
No |
Josh Shugart, Partner, Kerber Eck & Braeckel, LLP |
E-Mail |
|
Requested information on hours for FY19 financial audit of Illinois State Board of Education. |
|
Lisa Warden, Auditor V |
05/28/2019 15:01 PM |
Kate Ward, Partner, Kerber Eck & Braeckel, LLP |
No |
Josh Shugart, Partner, Kerber Eck & Braeckel, LLP |
E-Mail |
|
Provided information regarding hours for FY19 financial audit of Illinois State Board of Education. |
|
Lisa Warden, Auditor V |
05/31/2019 12:06 PM |
Jennifer Roan, Partner, Adelfia |
No |
Stella Marie Santos, Partner, Adelfia Mavie Valera, Partner, Adelfia |
E-Mail |
|
We will need to amend the contract for the Department of Corrections for the two years ended June 30, 2018 |