May 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.
Gordon French
IS V
05/01/2020 08:45 AM Cathy Crick, sales at CMA Joshua Wells, sales at FoxIT No Email:
ccrick-at-cmai.com
joshua_wells-at-foxitsoftware.com
gfrench-at-auditor.illinois.gov
Email Request price quote for annaul support for FoxIT Software
Dennis Gibbons
Audit Manager
05/04/2020 13:04 PM Amy Sherwood
Partner
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com;
dgibbons-at-auditor.illinois.gov
Email I provided Amy with a counter-proposal of hours for the FY19/20 compliance examination of the Illinois Dept. of Veterans' Affairs, and inquired about some items on the firm's informal proposal.
Dennis Gibbons
Audit Manager
05/04/2020 13:17 PM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com;
dgibbons-at-auditor.illinois.gov
Email Amy replied to my counter-proposal and notes on the informal proposal for the Illinois Dept. of Veterans' Affairs.
Dennis Gibbons
Audit Manager
05/04/2020 14:48 PM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com;
dgibbons-at-auditor.illinois.gov
Email I replied to Amy's notes on the counter-proposal and other informal proposal issues.
Dennis Gibbons
Audit Manager
05/04/2020 14:51 PM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com;
dgibbons-at-auditor.illinois.gov
Email Amy inquired whether I had received an email invitation to a conference on 5/8/20 between myself, IDVA, and Sikich about the IDVA engagement.
Dennis Gibbons
Audit Manager
05/04/2020 14:54 PM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com;
dgibbons-at-auditor.illinois.gov
Email I confirmed that I had received the email invitation to the conference on 5/8/20 between myself, IDVA, and Sikich about logistics of the engagement.
Lisa Warden
Audit Manager
05/01/2020 10:33 AM Ana Ausan, Partner,
Adelfia LLC
No Email
Ana: arausan-at-adelfiacpas.com
Lisa: lwarden-at-auditor.illinois.gov
Email Requested change to hours by class of auditors for FY20 Western Illinois University audit.
Lisa Warden
Audit Manager
05/01/2020 11:40 AM Ana Ausan, Partner,
Adelfia LLC
No Email
Ana: arausan-at-adelfiacpas.com
Lisa: lwarden-at-auditor.illinois.gov
Email Partner agreed to proposed change to hours by class of auditors for FY20 Western Illinois University audit.
Janis Van Durme
Senior Audit Manager V
05/11/2020 09:05 AM Jennifer Roan, Partner
Adelfia LLP
No Stella Maria Santos, Managing Partner
Adelfia LLP
Jane Clark, OAG FC Division Director
Email:
sbsantos-at-adelfiacpas.com
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov,
jclark-at-auditor.illinois.gov
Emailed back and forth between 9:05 am and 12:41 pm Discussed with Mrs. Roan questions regarding the status of the Informal Proposal for the FY20/21 Illinois and DuQuoin State Fair engagements, specifically regarding the potential cancelation of the Fairs.
Janis Van Durme
Senior Audit Manager V
05/11/2020 09:05 AM Gilda B. Priebe, Partner
Adelfia LLP
No Stella Maria Santos, Managing Partner
Adelfia LLP
Jane Clark, OAG FC Division Director
Email:
sbsantos-at-adelfiacpas.com
gbpriebe-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov,
jclark-at-auditor.illinois.gov
Email Emailed Mrs. Roan questions regarding the status of the Informal Proposal for the FY20/21 DuQuoin State Fair engagement.
Janis Van Durme
Senior Audit Manager V
05/11/2020 09:16 AM Tom Leach, Partner
Sikich LLP
No Phone:
Tom Leach - 217-233-XXXX
Janis Van Durme - 217-685-XXXX
Phone 10 minutes Mr. Leach and I discussed revised dates to make a 5th amendment to the FY18/19 HFS compliance examination contract timetable.
Reddy Bommareddi
Senior Audit Manager V
05/08/2020 11:45 AM Ed Ortiz, Partner
E.C. Ortiz & Co., LLP
No Email:
ecortiz-at-ecortiz.com
rbommareddi-at-auditor.illinois.gov
Email I emailed Ed Ortiz Welcome Letter and proposal documents for the FY20 compliance examination of the Illinois Law Enforcement Training and Standards Board.
Reddy Bommareddi
Senior Audit Manager V
05/11/2020 11:45 AM Epifanio Sadural (JoJo), Partner
E.C. Ortiz & Co., LLP
No Beula Castro, Admin Assistant
E.C. Ortiz & Co., LLP
Email:
ecortiz-at-ecortiz.com
bscastro-at-ecortiz.com
rbommareddi-at-auditor.illinois.gov
Email JoJo emailed me proposal documents for the FY20 compliance examination of the Illinois Law Enforcement Training and Standards Board.
Reddy Bommareddi
Senior Audit Manager V
05/11/2020 16:35 PM Epifanio Sadural (JoJo), Partner
E.C. Ortiz & Co., LLP
No Beula Castro, Admin Assistant
E.C. Ortiz & Co., LLP
Email:
ecortiz-at-ecortiz.com
bscastro-at-ecortiz.com
rbommareddi-at-auditor.illinois.gov
Email I emailed JoJo to check the firmís preference for receiving contract correspondence. JoJo indicated he prefers to have them in mail addressed to their business address.
Donna Humphries
IT Manager
05/07/2020 12:13 PM Margaret Getz, Director, Software Sales, CCH Wolters Kluwer No Email:
Margaret.Getz-at-wolterskluwer.com
dhumphries-at-auditor.illinois.gov
Email Request quote for FY21 Contract pricing for renewal of WorkPaper Manager
Gordon French
IS V
05/18/2020 12:49 PM Patrick Pruitt, Customer Retention Renewal Rep
SolarWinds
No Email:
patrick.pruitt-at-solarwinds.com
gfrench-at-auditor.illinois.gov
Email Request quote for annual SolarWinds RSM, MSP Manager, Technician License, Security Manager, AV Defender package for FY21
Janis Van Durme
Senior Audit Manager V
05/19/2020 12:57 PM Linda Abernethy, Partner
RSM US LLP
No Phone:
Linda Abernethy - 630-533-XXXX
Janis Van Durme - 217-685-XXXX
Phone 10 minutes Ms. Abernethy and I discussed revised dates to make a 4th amendment to the FY18/19 DHS compliance examination contract timetable.
Gordon French
IS V
05/19/2020 12:54 PM Mahdi Elmokashfi, sales/support
Matrix Systems Group
No Email:
mahdi-at-matrixsysinc.com
gfrench-at-auditor.illinois.gov
Email Request quote for annual GWAVA, Retain, WASP, etc for FY21
Gordon French
IS V
05/19/2020 14:36 PM JP Wilson, Senior Account Executive, ASI No Email:
jpwilson-at-GoAgilant.com
gfrench-at-auditor.illinois.gov
Email Request quote for annual firewall support, Sophos/Astaro for FY21
Jeanne Michaud
Auditor V
05/20/2020 10:23 AM Robert Arnholdt, Partner
Doehring, Winders & Co.
No E-mail:
rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov
Emails over the course of 6 hrs and 38 min. Received and negotiated proposed hours and rates for the FY18 and FY19 audits of ROE 51.
Jeanne Michaud
Auditor V
05/21/2020 09:14 AM Robert Arnholdt, Partner
Doehring, Winders & Co.
No Phone:
Robert Arnholt 217-235-XXXX
Jeanne Michaud 815-274-XXXX
10 minutes Negotiated hours and rates for FY18 and FY19 audits of ROE 51.
Jeanne Michaud
Auditor V
05/21/2020 19:20 PM Robert Arnholdt, Partner
Doehring, Winders & Co.
No E-mail:
rarnholt-at-dwcocpa.com
jmichaud-at-auditor.illinois.gov
Email Notified Robert Arnholt the hours and rates proposed by Doehring, Winders and Co. for the FY18 and FY19 audits of ROE 51 were approved.
Dennis Gibbons
Audit Manager
05/06/2020 11:36 AM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Email I informed Amy that the firm's proposal had been accepted for the IDVA engagement, and requested clarification on the preferred effective date of the contract.
Dennis Gibbons
Audit Manager
05/06/2020 12:17 PM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Email Amy informed me that an effective date of 5/18/2020 for the Phase I IDVA contract would be fine.
Dennis Gibbons
Audit Manager
05/06/2020 16:08 PM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Email I provided Amy with the OAG's copy of Sikich's Firm Business Agreement with OAG, signed 8/31/2011, and asked if she could review it and let me know whether it would be sufficient to include in the IDVA contract.
Dennis Gibbons
Audit Manager
05/06/2020 16:16 PM Amy Sherwood, Partner,
Sikich LLP
No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Email Amy informed me that the Firm Business Agreement signed between OAG and Sikich on 8/31/2011 would be sufficient for use in the IDVA contract.
Dennis Gibbons
Audit Manager
05/07/2020 14:00 PM Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs No Phone: (312)535-8110 (Conference Call) 12 minutes Myself and the other parties listed conducted a teleconference to discuss dates for the FY19/20 Illinois Dept. of Veterans' Affairs entrance conference and cover some logistical issues about the engagement.
Dennis Gibbons
Audit Manager
05/07/2020 14:15 PM Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Jennifer.R.Bourn-at-illinois.gov
Joel.A.Meints-at-illinois.gov
Ryan.Randolph-at-sikich.com
Email Amy provided an email recap of the teleconference, and set some potential dates the week of May 18th for the entrance conference for the FY19/20 IDVA compliance examination.
Dennis Gibbons
Audit Manager
05/07/2020 14:23 PM Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Jennifer.R.Bourn-at-illinois.gov
Joel.A.Meints-at-illinois.gov
Ryan.Randolph-at-sikich.com
Sunga.Karl2-at-illinois.gov
Email Jennifer forwarded Amy's email recap to include Sunga Karl, the IDVA's new Assistant CFO.
Dennis Gibbons
Audit Manager
05/07/2020 14:25 PM Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Jennifer.R.Bourn-at-illinois.gov
Joel.A.Meints-at-illinois.gov
Ryan.Randolph-at-sikich.com
Sunga.Karl2-at-illinois.gov
Email Jennifer provided her availability for an entrance conference for IDVA as 5/20/2020 from 1:30 to 4:00 PM.
Dennis Gibbons
Audit Manager
05/07/2020 14:30 PM Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Jennifer.R.Bourn-at-illinois.gov
Joel.A.Meints-at-illinois.gov
Ryan.Randolph-at-sikich.com
Sunga.Karl2-at-illinois.gov
Email Sunga provided her availability for an entrance conference for IDVA as 5/20/2020 in the afternoon.
Dennis Gibbons
Audit Manager
05/07/2020 14:37 PM Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs No Email:
Amy.Sherwood-at-sikich.com
dgibbons-at-auditor.illinois.gov
Jennifer.R.Bourn-at-illinois.gov
Joel.A.Meints-at-illinois.gov
Ryan.Randolph-at-sikich.com
Sunga.Karl2-at-illinois.gov
Email I stated that an entrance conference for IDVA on 5/20/2020 in the afternoon would be fine for me.
Elvin Lay
Statewide Single
Audit Manger
05/07/2020 08:44 AM Cathy Baumann, Partner,
KPMG LLP
No Email:
cbaumann-at-kpmg.com
elay-at-auditor.illinois.gov
Email Emailed contracting documents to Cathy for signature and processing by the firm
Gordon French
IS V
05/27/2020 07:17 AM Elizabeth Bird, Software Renewal Team for MicroFocus No Email:
Elizabeth.Bird-at-microfocus.com
gfrench-at-auditor.illinois.gov
Email Request annual quote for OES & Groupwise support for FY21
Gordon French
IS V
05/28/2020 11:37 AM Joe DeDario,
Account Manager
Zones
No Email:
joe.dedario-at-zones.com
gfrench-at-auditor.illinois.gov
Email Request annual quote for annual maintenance for VM Ware for FY21
Teresa Davis
Fiscal Officer
05/28/2020 11:24 AM Melinda Crumly
Office Manager
Sentinal Pest Control
No Email
sentinelpestcontrol-at-gmail.com
tldavis-at-auditor.illinois.gov
Email Requested price quote for FY21 Pest Control Services.
Teresa Davis
Fiscal Officer
05/28/2020 11:33 AM Brooke Eastburn
Sales Rep
Xerox Corporation
No Email
brooke.eastburn-at-xerox.com
tldavis-at-auditor.illinois.gov
Email Requested price quote for Xerox Copier - W5645TC (located in Springfield Library).
Joe Butcher, Performance Audit Director 05/19/2020 11:32 AM John Wysocki, Partner,
GW & Associates
No Email:
John.Wysocki-at-cpagwa.com
jbutcher-at-auditor.illinois.gov
Email John request RFP information for 4 RFPs that had been issued: ISC 1, ISC 2, ROE 16, and ROE 48. I provided the information through the State's file sharing website
Joe Butcher, Performance Audit Director 05/22/2020 15:29 PM John Wysocki, Partner,
GW & Associates
No Email:
John.Wysocki-at-cpagwa.com
jbutcher-at-auditor.illinois.gov
Email Regarding proposals for ISC 1, ROE 16, and ROE 48, John asked if he should include hours for single audits. On 5/26/20, I replied that he did not need to include those hours as we did not expect the audits to reach the single audit threshold.
Joe Butcher, Performance Audit Director 05/26/2020 12:30 PM Nick Cavaliere, Partner, Baker Tilly Virchow Krause, LLP No Phone:
Cavaliere 630-645-XXXX
Butcher 217-785-XXXX
20 minutes Nick called with questions about the recent RFP issued for ROEs. Nick asked about workpapers and turning over workpapers at the end of the audit. I noted that all workpapers become public once the audit is released. He also asked other procedural related questions about the audit process.
Dennis Gibbons, Audit Manager 05/18/2020 09:15 AM Joseph Evans, Partner RSM US LLP No Email:
Joseph.Evans-at-rsmus.com;
dgibbons-at-auditor.illinois.gov
Email I confirmed with Joe Evans that I would be sending the FY18/19 IDES compliance contract amendment to his home, and confirmed his address.
Dennis Gibbons, Audit Manager 05/20/2020 10:20 AM Joseph Evans, Partner RSM US LLP No Email:
Joseph.Evans-at-rsmus.com;
dgibbons-at-auditor.illinois.gov
Email Joe emailed me to confirm receipt of the FY18/19 IDES compliance contract amendment, which he signed and mailed back to OAG.
Dean Devert
Chief of Staff
05/27/2020 13:50 PM Bret Hahn, Owner
Building Maintenance Services
No Phone
Hahn: 217-522-XXXX
Devert: 815-252-XXXX
5 minutes Asked Mr. Hahn if he had received the office's request for a temporary contract for increased janitorial services and he indicated he did and would respond.
Dean Devert
Chief of Staff
05/27/2020 02:02 AM Bret Hahn, Owner
Building Maintenance Services
No Email
BMS-at-springnet1.com
ddevert-at-auditor.illinois.gov
Email Received email with attachment from Mr. Hahn of BMS with quote for proposal for increased janitorial services.
Dean Devert
Chief of Staff
05/28/2020 11:11 AM Bret Hahn, Owner
Building Maintenance Services
No Phone:
Hahn: 217-522-XXXX
Devert: 815-252-XXXX
Email
BMS-at-springnet1.com
ddevert-at-auditor.illinois.gov
5 minutes for phone call and email Discussed the proposal sent to us by BMS the previous day. Asked about delaying date one week from June 1 to June 8, agreement of 2nd page of proposal, and about FY 2021 renewal. On email made him aware of the pro-rated quote for month of June.
Dean Devert
Chief of Staff
05/28/2020 12:08 PM Bret Hahn, Owner
Building Maintenance Services
No Email
BMS-at-springnet1.com
ddevert-at-auditor.illinois.gov
Email Received a revised proposal from B.M.S. and forwarded it to our Legal Counsel and Fiscal Officer.
Dean Devert
Chief of Staff
05/28/2020 16:35 PM Bret Hahn, Owner
Building Maintenance Services
No Email
BMS-at-springnet1.com
ddevert-at-auditor.illinois.gov
Email Email to BMS with attached contract for additional janitorial services.
Teresa Davis
Fiscal Officer
05/29/2020 12:43 PM Kimberly Kyle O. Catap
Purchase Order Associate
Xerox Corporation
No Email
yourXEROXinquiry-at-xerox.com
tldavis-at-auditor.illinois.gov
Email Received price quote for Xerox Copier - W5645TC (located in Springfield Library).
Janis Van Durme
Senior Audit Manager V
05/12/2020 11:06 AM Jennifer Roan, Partner
Adelfia LLP
No Email:
jsroan-at-adelfiacpas.com
jvandurme-at-auditor.illinois.gov,
Email Discussed with Mrs. Roan questions regarding the status of the Informal Proposal for the FY20/21 Illinois and DuQuoin State Fair engagements. She heard back from the Department that the Fairs will go on as originally scheduled.
Mike Bradley Senior Administrative Clerk 05/20/2020 11:20 AM Kathy at Building Maintenance service No Email
BMS-at-springnet1.com
mbradley- at -auditor.illinois.gov
Email Sent email stating we were in need of extra cleaning services because of the COVID-19
Josť G. Roa, Auditor V 05/15/2020 11:10 AM Sean Hickey, Manager, Plante & Moran, PLLC No Phone: Sean 630-946-XXXX Josť 773-330-XXXX 5 minitues Firm called to discuss informal proposal and adjusting timetable in RFP.
Josť G. Roa, Auditor V 05/08/2020 15:48 PM Christine Torres, Partner, Crowe LLP No E-mail: Christine Christine.Torres-at-crowe.com Josť jroa-at-auditor.illinois.gov Firm E-mailed items for informal proposal for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination.
Josť G. Roa, Auditor V 05/10/2020 23:35 PM Christine Torres, Partner, Crowe LLP No E-mail: Christine Christine.Torres-at-crowe.com Josť jroa-at-auditor.illinois.gov Firm E-mailed Disclosure Forms for informal proposal for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination.
Josť G. Roa, Auditor V 05/12/2020 10:32 AM Christine Torres, Partner, Crowe LLP No E-mail: Christine Christine.Torres-at-crowe.com Josť jroa-at-auditor.illinois.gov E-mailed Firm questions on proposed hours for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination.
Josť G. Roa, Auditor V 05/18/2020 14:01 PM Christine Torres, Partner, Crowe LLP No E-mail: Christine Christine.Torres-at-crowe.com Josť jroa-at-auditor.illinois.gov Firm E-mailed response to questions on proposed hours for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination.
Josť G. Roa, Auditor V 05/19/2020 13:52 PM Christine Torres, Partner, Crowe LLP No E-mail: Christine Christine.Torres-at-crowe.com Josť jroa-at-auditor.illinois.gov Firm E-mailed updated forms for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination.
Josť G. Roa, Auditor V 05/20/2020 08:47 AM Christine Torres and Chris Mower, Partners, Crowe LLP Sara Metzger, Auditor V, OAG No E-mail: Christine Christine.Torres-at-crowe.com Chris Chris.Mower-at-crowe.com Josť jroa-at-auditor.illinois.gov Sara smetzger-at-auditor.illinois.gov Firm E-mailed requested changes to contract language for the Illinois Student Assistance Commision and Illinois Treasurer FY20 Enagagements.
Josť G. Roa, Auditor V 05/22/2020 09:09 AM Christine Torres and Chris Mower, Partners, Crowe LLP Sara Metzger, Auditor V, OAG No E-mail: Christine Christine.Torres-at-crowe.com Chris Chris.Mower-at-crowe.com Josť jroa-at-auditor.illinois.gov Sara smetzger-at-auditor.illinois.gov Firm E-mailed agreed to contract language changes as discussed for the Illinois Student Assistance Commision and Illinois Treasurer FY20 Enagagements.
Josť G. Roa, Auditor V 05/19/2020 10:21 AM Joe Kowalski, Partner, Sean Hickey, Manger, Plante Moran PLLC Jane Clark, Director, OAG No E-mail: Joe.Kowalski-at-plantemoran.com Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov jclark-at-auditor.illinois.gov Firm E-mailed agreed to contract language changes as discussed in RFP for the Illinois Power Agency FY20 Financial Audit and Compliance Examination
Josť G. Roa, Auditor V 05/20/2020 16:32 PM Sean Hickey, Manger, Plante Moran PLLC No E-mail: Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov Firm E-mailed contracting forms for the Illinois Power Agency FY20 Financial Audit and Compliance Examination
Josť G. Roa, Auditor V 05/21/2020 08:48 AM Sean Hickey, Manger, Plante Moran PLLC No E-mail: Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov E-mailed Firm request for updating forms for the Illinois Power Agency FY20 Financial Audit and Compliance Examination
Josť G. Roa, Auditor V 05/21/2020 09:06 AM Sean Hickey, Manger, Plante Moran PLLC No E-mail: Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov Firm E-mailed updated forms for the Illinois Power Agency FY20 Financial Audit and Compliance Examination
Lisa Warden
Audit Manager
05/21/2020 09:00 AM Gilda B. Priebe, Partner
Adelfia LLP
No E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov Requested Gilda submit proposed revised timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar.
Lisa Warden
Audit Manager
05/21/2020 16:19 PM Gilda B. Priebe, Partner
Adelfia LLP
No Stella Marie Santos, Managing Partner
Adelfia LLP
E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com Received proposed revised timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar.
Lisa Warden
Audit Manager
05/26/2020 08:40 AM Gilda B. Priebe, Partner
Adelfia LLP
No Stella Marie Santos, Managing Partner Adelfia LLP E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com Sent counterproposal on timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar.
Lisa Warden
Audit Manager
05/26/2020 08:46 AM Gilda B. Priebe, Partner
Adelfia LLP
No Stella Marie Santos, Managing Partner Adelfia LLP E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com Gilda agreed to my counterproposal on timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar.
Lisa Warden
Audit Manager
05/27/2020 14:48 PM Gilda B. Priebe, Partner
Adelfia LLP Stella Marie Santos, Managing Partner Adelfia LLP
No E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com Asked who would be the signatory on the contract amendment for FY18/19 Illinois Board of Admission to the Bar audit.
Lisa Warden
Audit Manager
05/27/2020 14:50 PM Gilda B. Priebe, Partner
Adelfia LLP Stella Marie Santos, Managing Partner Adelfia LLP
No E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com Firm responded regarding who would be the signatory on the contract amendment for FY18/19 Illinois Board of Admission to the Bar audit.