April2019
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 |
|
Reddy Bommareddi, Auditor V |
04/01/2019 09:50 AM |
Heather Powell, Managing Director, BKD LLP |
No |
Tom Kizziah, Auditor V |
Phone |
3 minutes |
Heather said BKD was interested in continuing as the contract firm for the FY19 Illinois Gaming Board engagement. Heather said BKD does not have any conflicts of interest or independence issues. We discussed the early work money available to BKD and a potential start date. |
|
Reddy Bommareddi, Auditor V |
03/19/2019 16:15 PM |
Leilani Rodrigo, Partner |
No |
Phone |
1 minute |
Leilani called to check if the contract for Chicago State University FY19 engagement was received by our Office. I told her we received the contract. |
|
|
Sara Metzger, |
04/01/2019 08:20 AM |
Stella Marie Santos,
Partner |
No |
Jennifer Roan, Partner,
Adelfia, LLC |
Email |
Emails over the course of the day |
Correspondence emails regarding Adelfia's proposals for Department of Agriculture, Illinois State Fair, DuQuoin State Fair, and Illinois Grain Insurance Corporation negotiating price as well as hours split between phase I and phase II. Ended with notifying the firm of our acceptance of the negotiated proposal. |
|
Thomas L. Kizziah, Auditor V |
04/02/2019 07:24 AM |
Chuck Kozlik, Principal CliftonLarsonAllen LLP |
No |
Email |
|
I received from Chuck his proposal for the upcoming Northern Illinois University engagement. |
|
|
Stacie Sherman, Auditor IV |
04/01/2019 14:43 PM |
Stella Marie Santos,
Partner |
No |
Email |
|
Stella sent the proposed number of hours and rate for the FY19 financial audit, single audit and compliance examination of Western Illinois University. |
|
|
Stacie Sherman, Auditor IV |
04/02/2019 09:27 AM |
Stella Marie Santos,
Partner |
No |
Phone |
1 minute |
I spoke to Stella regarding the proposed rate and increase in hours for the FY19 financial audit, single audit, and compliance examination of Western Illinois University. |
|
|
Thomas L. Kizziah, Auditor V |
04/02/2019 09:50 AM |
Chuck Kozlik, Principal CliftonLarsonAllen LLP |
No |
Email |
5 minutes |
After reviewing the proposal for the upcoming Northern Illinois University, I called Chuck to discuss the hours, staffing and time table. Chuck emailed me revised proposal forms based on our discussion. |
|
|
Peggy Hartson, Auditor V |
04/03/2019 09:21 AM |
Elda Arriola, Partner E.C. Ortiz & Co LLP |
No |
Email: Elda Arriola EBArriola-at-ecortiz.com pahartson-at-auditor.illinois.gov |
|
Elda emailed a question about the rate for the Department of Public Health and I responded for her to present her request in writing and we could negotiate if necessary. |
|
|
Peggy Hartson, Auditor V |
04/03/2019 14:46 PM |
Elda Arriola, Partner E.C. Ortiz & Co LLP |
No |
Email: Elda Arriola EBArriola-at-ecortiz.com pahartson-at-auditor.illinois.gov |
|
Elda emailed the informal proposal for DPH. |
|
|
Jennifer Rankin, Auditor III |
04/03/2019 10:11 AM |
Michael Lawler, Auditor West and Company, LLC |
No |
Email Mlawlwer-at-westcopa.com jrankin-at-auditor.illinois.gov |
|
OAG Manager sent the firm an email stating that the contract has been overnighted to the firm for signatures. |
|
|
Thomas L. Kizziah, Auditor V |
04/03/2019 13:28 PM |
Chuck Kozlik, Principal CliftonLarsonAllen LLP |
No |
Email |
|
I sent Chuck an email letting him know that our Office had accepted his most recent proposal to perform the upcoming Northern Illinois University engagement and that I would be overnighting the contract to him for execution on 4/4/19. |
|
|
Stephanie Wildhaber, Auditor IV |
04/03/2019 14:35 PM |
Amy Sherwood, Partner Sikich, LLP |
No |
Email amy.sherwood-at-sikich.com swildhaber-at-auditor.illinois.gov |
|
I sent Amy an email to advise her the Auditor General signed the contracts for FY19 Finanical Audit and FY18/19 Compliance Examination of Secretary of State as well as the FY18/19 Financial Audit and Compliance Examination for the Illinois Literacy Foundation contracts. |
|
|
Adam Ausmus, Auditor IV |
04/03/2019 13:51 PM |
Janice Romack, Partner, West & Company, LLC |
No |
Email: |
|
I sent Janice the 2019 Welcome Letter and related materials to request West & Company's informal proposal for our consideration regarding the compliance examination of the Office of the Governor. |
|
|
Adam Ausmus, Auditor IV |
04/04/2019 14:53 PM |
Janice Romack, Partner, West & Company, LLC |
No |
Email: |
|
Janice asked when I would like the contracting documents. I informed her she can provide them as soon as they're available and I would process them as quickly as possible. |
|
|
Stacie Sherman, Auditor IV |
04/02/2019 21:18 PM |
Chris Mower, Partner |
No |
Email: |
|
Chris emailed answers to questions I posed when sending the proposal documents to Crowe for the FY19 Treasurer's Office engagements. |
|
|
Stacie Sherman, Auditor IV |
04/03/2019 13:31 PM |
Chris Mower, Partner |
No |
Phone |
20 minutes |
I asked Chris additional questions regarding the FY19 Treasurer's Office engagements. |
|
|
Stacie Sherman, Auditor IV |
04/03/2019 23:02 PM |
Stella Marie Santos,
Partner |
No |
Email |
|
Stella sent the proposal documents for the FY19 financial audit, single audit and compliance examination of Western Illinois University. |
|
|
Stacie Sherman, Auditor IV |
04/04/2019 09:40 AM |
Stella Marie Santos,
Partner |
No |
Phone |
2 minutes |
Stella called to let me know that she would be sending updated proposal forms to add a member of the team that was not on the original documents provided for the FY19 financial audit, single audit and compliance examination of WIU. |
|
|
Stacie Sherman, Auditor IV |
04/04/2019 09:52 AM |
Stella Marie Santos,
Partner |
No |
Email |
|
Stella sent the updated proposal forms for the FY19 financial audit, single audit and compliance examination of WIU. |
|
|
Jennifer Rankin, Auditor III |
04/04/2019 07:23 AM |
Marites U. Sy, Partner E.C. Ortiz & Company, LLC |
No |
Email: MUSy-at-ecortiz.com jrankin-at-auditor.illinois.gov |
Email over two days |
OAG Manager asked the firm to provided a different timetable for the financial audit and compliance examination of the Illinois Conservation Foundation for the year ending June 30, 2019. The firm sent back a revised timetable. |
|
|
Jennifer Rankin, Auditor III |
04/05/2019 10:20 AM |
Marites U. Sy, Partner E.C. Ortiz & Company, LLC |
No |
Email: MUSy-at-ecortiz.com jrankin-at-auditor.illinois.gov |
|
OAG Manager sent the firm an email stating that the contract has been overnighted to the firm for signatures. |
|
|
Joe Butcher, Assistant Director |
04/05/2019 11:17 AM |
Mike Noble, Consulting Actuary, Cheiron |
No |
Gene Kalwarski, Consulting Actuary; Bill Hallmark, Consulting Actuary; Matt Wells, Actuarial Analyst |
Email: mnoble-at-cheiron.us |
|
Mike provided Cheiron’s proposal for their FY18 work as the State Actuary; I replied following my review of the proposal with no comments or changes. |
|
Stacie Sherman, Auditor IV |
04/08/2019 10:39 AM |
Stella Marie Santos,
Partner |
No |
Email |
|
I let Stella know that the proposal for the FY19 financial audit, single audit and compliance examination of Western Illinois University was accepted and I would be sending her the contracts for her signature. |
|
|
Adam Ausmus, Auditor IV |
04/05/2019 10:50 AM |
Michael Lawler, Auditor West and Company, LLC |
No |
Email: |
|
Mike provided the informal proposal documents for our consideration regarding the compliance examination of the Office of the Governor. |
|
|
Adam Ausmus, Auditor IV |
04/09/2019 15:47 PM |
Janice Romack, Partner, West & Company, LLC |
No |
Email: |
|
I let Janice know that West & Company's proposal for the FY18/19 compliance examination of the Office of the Governor was accepted and I would be sending her the contracts for her signature. |
|
|
Jennifer Rankin, Auditor III |
04/05/2019 11:36 AM |
Janice Romack, Partner, West & Company, LLC |
No |
In writing. |
Overnight Mail |
Firm sent signed contract back to the OAG for its signature. |
|
|
Jennifer Rankin, Auditor III |
04/09/2019 10:30 AM |
Marites U. Sy, Partner E.C. Ortiz & Company, LLP |
No |
In writing. |
Overnight Mail |
Firm sent signed contract back to the OAG for its signature. |
|
|
Jon Fox, Auditor V |
04/05/2019 17:05 PM |
Paul Pelletier, Partner, Borschnack & Pelletier & Co. |
No |
Email: ppelletier-at-bpc-cpa.com; jfox-at-auditor.illinois.gov |
|
Paul was inquiring about the potential impact of the Cybersecurity Act on his proposal for the biennial State compliance examination of the Department of Human Rights for the two years ended June 30, 2019. |
|
|
Jon Fox, Auditor V |
04/09/2019 08:41 AM |
Joe Evans, Partner, RSM US LLP |
No |
Bill Sarb, Senior Manager, RSM US LLP |
Email: josepsh.evans-at- rsmus.com; jfox-at-auditor.illinois.gov |
|
Joe emailed RSM's informal proposals for the fiscal year 2019 financial audits and State compliance examinations of the State Employees', Judges' and General Assembly Retirement Systems. |
|
Jon Fox, Auditor V |
04/09/2019 16:20 PM |
Bill Sarb, Senior Manager, RSM US LLP |
No |
Phone: Bill Sarb (847) 413-4709; Jon Fox (217) 524-2149 |
8 minutes |
Bill called to inform me that the State Retirement Systems (SRS) needed more time to complete the preliminary survey for their informal proposals. Bill said they informally conveyed to him any changes they believe might impact the audit hours. The request for the survey was made to the SRS last week and they are requesting until the end of the month to complete it. That is too late for our timeline of completing the contract negotiations so we decided to request that SRS complete the preliminary survey by Monday, April 22nd. |
|
|
Jon Fox, Auditor V |
04/10/2019 10:06 AM |
Heather Powell, Managing Director, BKD LLP |
No |
Email: hpowell-at-bkd.com; jfox-at-auditor.illinois.gov |
|
Heather emailed me to ask for my thoughts on her proposal adjustment related to the cybersecurity and other IS related work for the fiscal year 2019 Teachers' Retirement System engagement. I responded that I did not want to make a quick judgment on only a part of her proposal that was attached and asked her to use her best judgment in preparing and submitting her complete proposal. |
|
|
Adam Ausmus, Auditor IV |
04/11/2019 23:56 PM |
Janice Romack, Partner, West & Company, LLC |
No |
Email: |
|
I let Janice know that I received the signed contracts for the Office of the Governor compliance examination for FY18/19 and had submitted them to be processed and signed. |
|
|
Jon Fox, Auditor V |
04/14/2019 07:54 AM |
Paul Pelletier, Partner, Borschnack & Pelletier & Co. |
No |
Email: ppelletier-at-bpc-cpa.com; jfox-at-auditor.illinois.gov |
|
Paul emailed Borschnack Pelletier & Co.'s informal proposals for the biennieal fiscal years 2018-2019 State compliance examination of the Department of Human Rights. |
|
|
Jon Fox, Auditor V |
04/15/2019 09:17 AM |
Heather Powell, Managing Director, BKD LLP |
No |
Email: hpowell-at-bkd.com; jfox-at-auditor.illinois.gov |
|
Heather emailed BKD's informal proposals for the fiscal year 2019 financial audits and State compliance examinations of the Teachers' Retirement Systems. |
|
|
Peggy Hartson, Auditor V |
04/15/2019 10:48 AM |
Gilda Priebe, Partner Adelfia LLC |
No |
Email: gbpriebe-at-adlfiacpas.com; pahartson-at-auditor.illinois.gov |
|
Gilda emailed the informal proposal for the FY18/19 GOMB engagement |
|
|
Jon Fox, Auditor V |
04/16/2019 14:05 PM |
Heather Powell, Managing Director, BKD LLP |
No |
Dennis Gibbons, Auditor III |
Phone: Heather Powell (217) 421-6869; Jon Fox (217) 524-2149 |
30 minutes |
I called Heather to discuss the upcoming FY19 Teachers' Retirement System engagement. We discussed Heather's informal survey of the System, the entrance conference date, new legislation, information systems and Executive Orders and their potential impact on the engagement. We discussed some minor changes to the timetable and some changes to the staffing. We discussed the proposed hours. I said I would submit the proposal and hope to have it overnighted to her for arrival Thursday. |
|
Jon Fox, Auditor V |
04/16/2019 14:41 PM |
Heather Powell, Managing Director, BKD LLP |
No |
Email: hpowell-at-bkd.com; jfox-at-auditor.illinois.gov |
|
Heather emailed BKD's most recent peer review report. |
|
|
Gordon French, IS IV |
04/17/2019 13:41 PM |
Crystal Boyd, Sales - at - CDS Jason Contreras, Sales - at - Insight Jason Sturtewagen, Sales - at -CDW-G |
No |
cboydATcdsot.com Jason.ContrerasATinsight.com jasostuATcdwg.com |
|
Price quote on printer cartridges |
|
|
Janis Van Durme, Auditor V |
04/16/2019 20:14 PM |
Tom Leach, Partner, Sikich LLP |
No |
Phone: Vandurme 217-782-8393; Leach 217-423-6000 |
5 minutes |
Tom inquired about potential dates for his submission of the Informal Proposal for HFS' FY19 engagements. |
|
|
Janis Van Durme, Auditor V |
04/16/2019 08:17 AM |
Tom Leach, Partner, Sikich LLP |
No |
Email: tom.leach-at-sikich.com; jvandurme-at-auditor.illinois.gov |
|
Janis responed to Tom's inquiry about potential dates for his submission of the Informal Proposal for HFS' FY19 engagements. |
|
|
Janis Van Durme, Auditor V |
04/16/2019 14:41 PM |
Tom Leach, Partner, Sikich LLP |
No |
Email: tom.leach-at-sikich.com; jvandurme-at-auditor.illinois.gov |
|
Tom sent the Informal Proposal for HFS' FY19 engagements. |
|
|
Janis Van Durme, Auditor V |
04/17/2019 11:10 AM |
Tom Leach, Partner, Sikich LLP |
No |
Email: tom.leach-at-sikich.com; jvandurme-at-auditor.illinois.gov |
|
Janis sent Tom some follow up questions regarding the Informal Proposal for HFS' FY19 engagements. |
|
|
Janis Van Durme, Auditor V |
04/17/2019 13:15 PM |
Tom Leach, Partner, Sikich LLP |
No |
Email: tom.leach-at-sikich.com; jvandurme-at-auditor.illinois.gov |
|
Tom responded to the follow up questions regarding the Informal Proposal for HFS' FY19 engagements. |
|
|
Jon Fox, Auditor V |
04/19/2019 08:13 AM |
Joe Evans, Partner, RSM US LLP |
No |
Email: josepsh.evans-at- rsmus.com; jfox-at-auditor.illinois.gov |
|
Joe responded to my email accepting my proposed revisions to the contract timetables, staffing forms and hour allocation for the fiscal year 2019 financial audits and State compliance examinations of the State Employees', Judges' and General Assembly Retirement Systems. |
|
|
Jon Fox, Auditor V |
04/19/2019 09:00 AM |
Joe Evans, Partner, RSM US LLP |
No |
Dennis Gibbons, Auditor III |
Phone: Joe Evans (847) 413-6919; Jon Fox (217) 524-2149 |
30 minutes |
I called Joe to discuss the upcoming FY19 financial audits and State compliance examinations of the State Employees (SERS)', Judges' and General Assembly Retirement Systems. We discussed Joe's informal survey of the Systems, the entrance conference date, new legislation, the expanded information systems review, the error on the fiscal year 2017 SERS pension allocation report and Executive Orders and their potential impact on the engagement. We discussed some minor changes to the timetables, staffing forms and hour allocation. We discussed the proposed hours. I said I would submit the proposals and hope to have it overnighted to him sometime next week. |
|
Jon Fox, Auditor V |
04/19/2019 09:49 AM |
Bill Sarb, Senior Manager, RSM US LLP |
No |
Email: bill.sarb-at- rsmus.com; jfox-at-auditor.illinois.gov |
|
Bill emailed to me the preliminary survey for the State Retirement Systems. |
|
|
Jon Fox, Auditor V |
04/19/2019 09:55 AM |
Joe Evans, Partner, RSM US LLP |
No |
Email: josepsh.evans-at- rsmus.com; jfox-at-auditor.illinois.gov |
|
Joe emailed to me RSM's revised informal proposal form for the fiscal year 2019 financial audit and State compliance examination of the State Employees' Retirement System. |
|
|
Jon Fox, Auditor V |
04/19/2019 10:07 AM |
Bill Sarb, Senior Manager, RSM US LLP |
No |
Email: bill.sarb-at- rsmus.com; jfox-at-auditor.illinois.gov |
|
I asked Bill if there was any noticeable impact from the preliminay survey form and he responded that there was nothing overly significant that came to his attention. |
|
|
Jane Clark, Director |
04/19/2019 09:58 AM |
Marites Sy, Partner E. C. Ortiz & Co. |
No |
Phone: Jane: 217-782-0811 Tes: 312-876-1900 |
2 minutes |
Called to inform Tes the OAG had selected E.C. Ortiz's proposals in response to the OAG competitive RFP process for the IL Criminal Justice Information Authority and the Attorney Registration Disciplinary Commission. The assigned managers will be reaching out to her in the near future to discuss the ccontracting process. |
|
|
Jane Clark, Director |
04/19/2019 11:06 AM |
Stella Marie Santos, Partner |
No |
Phone: Jane: 217-782-0811 Stella: 312-240-9500 |
3 minutes |
Called to inform Stella the OAG had selecteed Adelfia's proposals in response to the OAG competitive RFP process for the Board of Admissions to the Bar, the Abraham Lincoln Presidential Library and Museum and the Il Arts Council and Foundation. The assigned managers will be reaching out to her in the near future to discuss the contracting process. |
|
|
Reddy Bommareddi, Auditor V |
04/18/2019 17:01 PM |
Heather Powell, Managing Director, BKD LLP |
No |
Email: hpowell-at-bkd.com; rbommareddi-at-auditor.illinois.gov |
|
Heather emailed me FY19 informal proposal for Illinois Gaming Board. I replied back acknowledging the receipt of the proposal. |
|
|
Adam Ausmus, Auditor IV |
04/22/2019 07:50 AM |
Janice Romack, Partner, West & Company, LLC |
No |
Email: |
|
I let Janice know that both the Phase I and Phase II contracts for the Office of the Governor compliance examination for FY18/19 had been signed by the necessary OAG management staff. I also reminded her not to start Phase I work until the 1st day of the contract. I also reminded her that the Phase II contract is dependent upon the OAG's appropriation and they should not begin until they receive confirmation from our office. |
|
|
Jon Fox, Auditor V |
04/22/2019 08:09 AM |
Joe Evans, Partner, RSM US LLP |
No |
Email: josepsh.evans-at- rsmus.com; jfox-at-auditor.illinois.gov |
|
Joe emailed me and accepted my proposed revision to the allocation of hours for the fiscal year 2019 State Employees' Retirement System engagement. |
|
|
Jane Clark, Director |
04/22/2019 13:38 PM |
Janice Romack, Partner, West & Company, LLC |
No |
Phone: Jane: 217-782-011 Janice 618-664-4848 |
3 minutes |
Called to inform Janice the OAG had selected West & Company's proposal in response to the OAG competitive RFP process for the IL Department of Labor. The assigned manager will be reaching out to her in the near future to discuss the ccontracting process. Discussed early work. |
|
|
Reddy Bommareddi, Auditor V |
04/22/2019 13:38 PM |
Heather Powell, Managing Director, BKD LLP |
No |
Email: hpowell-at-bkd.com; rbommareddi-at-auditor.illinois.gov |
|
Heather emailed me updated FY19 informal proposal documents for Illinois Gaming Board and possible dates for entrance conference. |
|
|
Peggy Hartson, Auditor V |
04/23/2019 08:34 AM |
Chuck Kozlik, Principal CliftonLarsonAllen LLP |
No |
Email: chuck.kozlik-at-claconnect.com pahartson-at-auditor.illinois.gov |
|
I emailed Chuck the welcome letter for the 6-30-19 financial audit of the Department of Transportation. |
|
|
Peggy Hartson, Auditor V |
04/23/2019 08:38 AM |
Elda Arriola, Partner E.C. Ortiz & Co LLP |
No |
Email: ebarriola-at-ecortiz.com pahartson-at-auditor.illinois.gov |
|
I emailed Elda the welcome letter for the 2019 Finacial Audit of EPA's Water Revolving Fund. |
|
|
Jon Fox, Auditor V |
04/24/2019 13:28 PM |
Paul Pelletier, Partner, Borschnack & Pelletier & Co. |
No |
Email: ppelletier-at-bpc-cpa.com; jfox-at-auditor.illinois.gov |
|
Paul emailed to inform me he accepted my suggested changes to Schedules 1 & 2 of the informal proposal for the biennieal State compliance examiation of the Department of Human Rights for the two years ending June 30, 2019. |
|
|
Dennis Gibbons, Auditor III |
04/24/2019 16:20 PM |
Joseph Evans, Partner, |
No |
Dan Sethness, Senior Manager, RSM US LLP |
E-mail: |
|
E-mailed Joe Evans (cc'd Dan Sethness) to follow up on the FY19 IDES welcome letter I sent on 3/28/19 and to inquire if there were any areas of concern for completing the informal proposal. |
|
Dennis Gibbons, Auditor III |
04/25/2019 08:53 AM |
Joseph Evans, Partner, |
No |
Phone: Joe Evans (312)634-4540; Dennis Gibbons (217)558-4244 |
5 minutes |
Joe called to discuss the FY19 DES informal proposal. He stated that he received my welcome letter, but was waiting until the completion of the FY18 DES engagement to provide a more accurate projection of anticipated hours. |
|
|
Christian Cortes, |
04/23/2019 20:49 PM |
Janice Romack, Partner, West & Company, LLC |
No |
Michael Lawler, Auditor, West and Company, LLC |
E-mail: |
|
Janice informed me she would be sending the proposal documents today. |
|
Christian Cortes, |
04/23/2019 09:54 AM |
Michael Lawler, Auditor West and Company, LLC |
No |
Janice Romack, Partner, West & Company, LLC |
E-mail: |
|
Michael provided me the informal proposal documents for the upcoming Legislative Reference Bureau complaince examination. |
|
Stacie Sherman, Auditor IV |
04/22/2019 15:06 PM |
Stella Marie Santos,
Partner |
No |
E-mail: |
|
I sent Stella the Welcome Letter for the FY18/19 Compliance Examination of the Abraham Lincoln Presidential Library and Museum. |
|
|
Stacie Sherman, Auditor IV |
04/22/2019 10:15 AM |
Stella Marie Santos,
Partner |
No |
Phone: |
3 minutes |
I talked to Stella about the proposal due date and the early work hours for the FY18/19 Compliance Examination of the Abraham Lincoln Presidential Library and Museum.. |
|
|
Stacie Sherman, Auditor IV |
04/22/2019 13:23 PM |
Chris Mower, Partner |
No |
Email: |
|
I emailed Chris to tell her that I heard back from the Treasurer's Office regarding Unclaimed Property and that I would like to wait to contract for the FY19 Nonfiscal Officer engagement. I also told her that I wanted the proposals for the other STO engagements (ABLE, CSP, IL Funds, Fiscal Officer, and Secure Choice) as soon as possible. |
|
|
Reddy Bommareddi, Auditor V |
04/29/2019 07:57 AM |
Heather Powell, Managing Director, BKD LLP |
No |
Email: hpowell-at-bkd.com; rbommareddi-at-auditor.illinois.gov |
|
I emailed Heather to notify their FY19 informal proposal for Illinois Gaming Board was accepted by our Office |
|
|
Peggy Hartson, Auditor V |
04/29/2019 09:32 AM |
Chuck Kozlik, Principal CliftonLarsonAllen LLP |
No |
Email: chuck.kozlik-at-claconnect.com pahartson-at-auditor.illinois.gov |
|
Chuck emailed the informal proposal for the 6-30-19 financial audit of the Department of Transportation and I responded that it looked good but we will wait due to the 6-30-18 compliance examination not being completed. |
|
|
Jon Fox, Auditor V |
04/29/2019 14:08 PM |
Paul Pelletier, Partner, Borschnack & Pelletier & Co. |
No |
Email: ppelletier-at-bpc-cpa.com; jfox-at-auditor.illinois.gov |
|
Paul responded to my email inquiring about Director Clark's question on federal expenditures. He left a message with the Department of Human Rights Deputy Director and Chief Financial Officer to verify fiscal year 2019 expenditurres. |
|
|
Stacie Sherman, Auditor IV |
04/29/2019 15:26 PM |
Stella Marie Santos,
Partner |
No |
Gilda Priebe, Partner |
Email: |
|
I let Stella and Gilda know that the proposal for the FY18/19 compliance examination of the Abraham Lincoln Presidential Library and Museum had been accepted and that I was mailing the contracts to them. |
|
Jon Fox, Auditor V |
04/30/2019 08:31 AM |
Paul Pelletier, Partner, Borschnack & Pelletier & Co. |
No |
Email: ppelletier-at-bpc-cpa.com; jfox-at-auditor.illinois.gov |
|
Paul responded to my email inquiring about Director Clark's question on federal expenditures. According to the Chief Financial Officer of the Department of Human Rights, fiscal year 2019 federal expenditurres are not expected to exceed the $2.5 million threshhold necessary for agreed-upon procedures work. |
|
|
Lisa Warden, Auditor V |
04/05/2019 09:42 AM |
Vicki VanDenBerg, Partner Plante Moran |
No |
Steven Bishop, Partner Plante Moran |
Email: lwarden - at - auditor.illinois.gov Steven.Bishop - at - plantemoran.com Vicki.VanDenBerg - at - plantemoran.com |
|
Received informal proposal for audit of Southern Illinois University for FY19. |
|
Lisa Warden, Auditor V |
04/05/2019 10:35 AM |
Vicki VanDenBerg, Partner Plante Moran |
No |
Steven Bishop, Partner Plante Moran |
Email: lwarden - at - auditor.illinois.gov Steven.Bishop - at - plantemoran.com Vicki.VanDenBerg - at - plantemoran.com |
|
I requested additional information for the firm's proposal on the FY19 audit of Southern Illinois University. |
|
Lisa Warden, Auditor V |
04/05/2019 13:18 PM |
Vicki VanDenBerg, Partner Plante Moran |
No |
Steven Bishop, Partner Plante Moran |
Email: lwarden - at - auditor.illinois.gov Steven.Bishop - at - plantemoran.com Vicki.VanDenBerg - at - plantemoran.com |
|
Received revised form for the firm's proposal on the FY19 audit of Southern Illinois University. |
|
Lisa Warden, Auditor V |
04/05/2019 14:22 PM |
Vicki VanDenBerg, Partner Plante Moran |
No |
Steven Bishop, Partner Plante Moran |
Email: lwarden - at - auditor.illinois.gov Steven.Bishop - at - plantemoran.com Vicki.VanDenBerg - at - plantemoran.com |
|
Discussion of proposal on the FY19 Southern Illinois University audit. |
|
Lisa Warden, Auditor V |
04/10/2019 08:37 AM |
Kate Ward, Partner Kerber, Eck & Braeckel |
No |
None |
Email: lwarden - at - auditor.illinois.gov Katew - at - kebcpa.com |
|
Informed the firm of the amount allocated for Phase I work on the FY19 financial audit of the Illinois State Board of Education. |
|
Lisa Warden, Auditor V |
04/12/2019 09:30 AM |
Vicki VanDenBerg, Partner Plante Moran |
No |
None |
Lisa: 217-782-9307 Vicki: 269-567-4618 |
45 minutes |
Negotiated contract details for the FY19 audit of Southern Illinois University. |
|
Lisa Warden, Auditor V |
04/12/2019 14:44 PM |
Vicki VanDenBerg, Partner Plante Moran |
No |
None |
Lisa: 217-782-9307 Vicki: 269-567-4618 |
3 minutes |
Requested clarification of contract disclosures. |
|
Lisa Warden, Auditor V |
04/12/2019 14:51 PM |
Vicki VanDenBerg, Partner Plante Moran |
No |
None |
Email: lwarden - at - auditor.illinois.gov Vicki.VanDenBerg - at - plantemoran.com |
|
Received revised contract disclosures for FY19 Southern Illinois University audit. |