April 2021
PROCUREMENT COMMUNICATIONS REPORT
OAG employees must document all written and oral communications they receive that impart or request material information or make a material argument regarding potential action concerning a procurement matter, including but not limited to an application, a contract, or a project. This requirement does not apply to communications regarding the administration and implementation of an existing contract, except communications regarding change orders or the renewal or extension of a contract.
| Name and Title OAG Employee |
Date/time of contact | Name and title of person making contact and name of company they represent |
Registered Lobbyist? |
Name and title of each additional participant to the communication |
Method of contact (oral by phone, oral in person, or in writing). If by phone, list each person's phone number. If in person, list location of meeting. |
Approximate duration of communication. |
Provide a detailed summary of the points made by each person involved in the communication, including any action requested or recommendation made, and the substance of your response. |
|---|---|---|---|---|---|---|---|
| Dennis Gibbons, Audit Manager | 04/01/2021 07:59 AM | Marites Sy, Partner Roth&Co. | No | Email: msy-at-rothcocpas.com dgibbons-at-auditor.illinois.gov |
I responded to Tes to let her know that I was waiting to receive approval to share the contracts with the firm, and briefly explained some of the issues related to the electronic contracting process. | ||
| Stacie Sherman, Audit Manager | 04/01/2021 09:47 AM | Stella Santos, Managing Partner, Adelfia LLC | No | Ana Ausan, Partner, Adelfia LLC | Email: sbsantos-at-adelfiacpas.com arausan-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I sent Stella the Welcome Letter for the FY21 Financial Audit, Single Audit, and Compliance Examination of Western Illinois University. | |
| Janis Van Durme, Auditor Manager V | 04/01/2021 10:22 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com jvandurme-at-auditor.illinois.gov |
I uploaded to the Sharesite the contracts for the FY20/21 compliance examination of the Illinois State Board of Elections for the firm to sign. | ||
| Janis Van Durme, Auditor Manager V | 04/01/2021 13:06 PM | Stella Marie Santos, Managing Partner - Adelfia LLC | No | Email: sbsantos-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
I emailed Stella the Welcome Letter for the the FY20/21 compliance examination of the Liquor Control Commission. | ||
| Megan Green, Senior Audit Manager | 04/02/2021 09:56 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
I uploaded to the Sharesite the contract for the FY21 financial audit of the Capital Development Board for signature. | ||
| Megan Green, Senior Audit Manager | 04/02/2021 10:55 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy uploaded to the Sharesite the firm's signed copies of the contracts for the FY20/21 financial audit of the Capital Development Board | ||
| Kathy Lovejoy, Principal of IS Audits | 04/01/2021 15:28 PM | Mike Lawler, Partner - West & Company | No | Email: mlawler-at-westcpa.com klovejoy-at-auditor.illinois.gov | Received firms proposal regarding the Governor's Office Compliance Examination for the two years ended June 30, 2021. | ||
| Stacie Sherman, Audit Manager | 04/05/2021 08:33 AM | Brandon Reed, Partner, Crowe LLP | No | Brandon Reed: 217-862-2706 Stacie Sherman: 217-782-0808 |
7 minutes | We discussed the Welcome Letter for the Treasurer's Office engagements including the ommission of the ABLE program due to GASB 84 determination. We also discussed the Fiscal Officer report being separated into two reports: a financial report and a compliance report. | |
| Joe Butcher, Division Director | 04/06/2021 14:00 PM | John Wysocki, Partner GW & Associates |
No | Email: john.wysocki-at-cpagwa.com jbutcher-at-auditor.illinois.gov |
I emailed Mr. Wysocki to request additional information regarding their Disclosures and Conflict of Interest form for RFPs No. 21-11, 21-15, and 21-17 | ||
| Joe Butcher, Division Director | 04/06/2021 14:03 PM | Richard Winkel, Managing Principal, Winkel, Parker & Foster |
No | Email: rwinkel-at-wpf-cpa.com jbutcher-at-auditor.illinois.gov |
I emailed Mr. Winkel to request the firm's most recent peer review in regards to RFP No. 21. | ||
| Joe Butcher, Division Director | 04/06/2021 14:32 PM | Kristyl McDaniel, Manager, Assurance Services, Winkel, Parker & Foster |
No | Richard Winkel, Managing Principal, Winkel, Parker & Foster |
Email: kmcdaniel-at-wpf-cpa.com rwinkel-at-wpf-cpa.com jbutcher-at-auditor.illinois.gov |
Kristyl emailed me the firm's most recent peer review. | |
| Joe Butcher, Division Director | 04/06/2021 17:32 PM | John Wysocki, Partner GW & Associates |
No | Email: john.wysocki-at-cpagwa.com jbutcher-at-auditor.illinois.gov |
John emailed the requested information regarding their Disclosures and Conflict of Interest form. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 08:17 AM | Marites Sy, Partner Roth&Co. | No | Email: msy-at-rothcocpas.com dgibbons-at-auditor.illinois.gov |
I notified Tes that the Phase I and II contracts for the FY20/21 Dept. of Human Rights compliance examination had been uploaded to the OAG RFP site for her, and asked that she review the contracts, complete the firm's portion on the cover pages, and digitally sign the cover pages. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 08:49 AM | Marites Sy, Partner Roth&Co. | No | Email: msy-at-rothcocpas.com dgibbons-at-auditor.illinois.gov |
Tes informed me that she had seen the Dept. of Human Rights contracts I uploaded to her on the OAG RFP site, but she was currently unable to sign using Entrust and was waiting for a call back from DoIT to fix her Entrust signature. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 09:27 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather provided the firm's informal proposal for the FY21 financial audit and compliance examination of TRS. | ||
| Thomas L. Kizziah Audit Manager V | 04/06/2021 10:50 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: Chuck.Kozlik-at-claconect.com tkizziah-at-auditor.illinois.gov | Chuck emailed me his proposal and contract forms for the upcoming engagement of the Illinois Housing Development Authority for the year ended 6-30-21. | ||
| Kathy Lovejoy, Principal of IS Audits | 04/06/2021 15:15 PM | Mike Lawler, Partner - West & Company | No | None | Mlawler-618/664-4848 Klovejoy-217/782-0798 | 10 minutes | Discussed changes to the proposal information related to the Office of the Governor's Compliance Examination for the two years ended June 30, 2021. |
| Thomas L. Kizziah Audit Manager V | 04/07/2021 10:15 AM | Catherine Baumann, Partner KPMG LLP | No | Email: cbaumann-at-KPMG.com tkizziah-at-auditor.illinois.gov | I provided Cathy with the most recent Standard Certifications form and also asked her when I could expect to receive her proposal for the upcoming engagement of the Illinois State Board of Investment for the year ended June 30, 2021. | ||
| Thomas L. Kizziah Audit Manager V | 04/07/2021 11:24 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: Chuck.Kozlik-at-claconect.com tkizziah-at-auditor.illinois.gov | Chuck emailed me his proposal and contract forms for the upcoming engagement of Northern Illinois University for the year ended 6-30-21. | ||
| Thomas L. Kizziah Audit Manager V | 04/07/2021 13:00 PM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Telephone: Chuck: 630-368-3662 Thomas: 217-782-0816 | 8 minutes | After reviewing Chuck's proposal for Northern Illinois University, I sent him an email to call me at 1pm to discuss some questions. Chuck called me at that time and we discussed his proposed hours and hours by class of auditor. Chuck agreed to send me a revision to some of the proposal forms as a result of our discussion. | |
| Kathy Lovejoy, Principal of IS Audits | 04/07/2021 10:39 AM | Mike Lawler, Partner - West & Company | No | Email: mlawler-at-westcpa.com klovejoy-at-auditor.illinois.gov | Received updated proposal documents related to Office of the Governor's Compliance Examination for the two years ended Juen 30, 2021. | ||
| Thomas L. Kizziah Audit Manager V | 04/07/2021 13:48 PM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: Chuck.Kozlik-at-claconect.com tkizziah-at-auditor.illinois.gov | Chuck emailed me his revised proposal forms for the upcoming Northern Illinois University engagement for the year ended June 30, 2021. | ||
| Reddy Bommareddi, Auditor Manager V | 04/07/2021 11:21 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com rbommareddi-at-auditor.illinois.gov |
I emailed Heather the Welcome Letter for the FY21 financial audit of the State Gaming Fund of the Illinois Gaming Board. | ||
| Reddy Bommareddi, Auditor Manager V | 04/07/2021 12:48 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Rona Lagdamen, Manager Roth & Co., LLP | Email: lrodrigo-at-rothcocpa.com rlagdamen-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
I emailed Leilani the Welcome Letter for the FY20/21 compliance examination of the Illinois Criminal Justice Information Authority. | |
| Reddy Bommareddi, Auditor Manager V | 04/07/2021 13:29 PM | Tes Sy, Partner - Roth & Co., LLP | No | Email: msy-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
I emailed Tes the Welcome Letter for the FY21 financial audit and compliance examination of the Illinois Conservation Foundation. | ||
| Reddy Bommareddi, Auditor Manager V | 04/07/2021 14:11 PM | Tes Sy, Partner - Roth & Co., LLP | No | Email: msy-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
I emailed Tes the Welcome Letter for the FY21 financial audit of the capital asset account of the Department of Natural Resources. | ||
| Reddy Bommareddi, Auditor Manager V | 04/07/2021 14:44 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Email: lrodrigo-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
I emailed Leilani the Welcome Letter for the FY21 Financial Audit, Single Audit, and Compliance Examination of Chicago State University. | ||
| Stacie Sherman, Audit Manager | 04/08/2021 08:42 AM | Brandon Reed, Partner, Crowe LLP | No | Brandon Reed: 217-862-2706 Stacie Sherman: 217-820-xxxx |
12 minutes | Brandon and I discussed moving the mandate testing portion of the Fiscal Officer engagement to the Nonfiscal Officer engagement. We also discuss the GASB 84 memos provided by the Treasurer's Office for Secure Choice and the College Savings Program. | |
| Thomas L. Kizziah Audit Manager V | 04/08/2021 07:42 AM | Heather Powell, Managing Director - BKD LLP | No | OAG File Sharing Portal | Download | Heather uploaded her proposal for the upcoming engagement of the State Universities Retirement System for the year ended June 30, 2021. | |
| Thomas L. Kizziah Audit Manager V | 04/08/2021 10:25 AM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | OAG File Sharing Portal | Upload | I uploaded the contracts to the OAG File Sharing Portal for the Illinois Housing Development Authority so that Chuck could sign and return back on the portal. | |
| Joe Butcher, Division Director | 04/08/2021 11:46 AM | Stella Marie Santos, Managing Partner - Adelfia LLC | No | sbsantos-at-adelfiacpas.com jbutcher-at-auditor.illinois.com |
I requested best and final offers for RFPs' 21-12, 21-13, 21-14, and 21-16 | ||
| Joe Butcher, Division Director | 04/08/2021 11:47 AM | Diana Smith, Partner, West & Company | No | dsmith-at-westcpa.com jbutcher-at-auditor.illinois.com |
I requested best and final offers for RFPs' 21-12, 21-13, and 21-16 | ||
| Joe Butcher, Division Director | 04/08/2021 20:27 PM | Stella Marie Santos, Managing Partner - Adelfia LLC | No | sbsantos-at-adelfiacpas.com jbutcher-at-auditor.illinois.com |
Stella provided a response to my best and final offer request | ||
| Joe Butcher, Division Director | 04/09/2021 06:59 AM | Diana Smith, Partner, West & Company | No | dsmith-at-westcpa.com jbutcher-at-auditor.illinois.com |
Diana provided a response to my best and final offer request | ||
| Reddy Bommareddi, Auditor Manager V | 04/09/2021 11:47 AM | Tes Sy, Partner - Roth & Co., LLP | No | Email: msy-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
Tes emailed me the informal proposal documents for the FY21 financial audit and compliance examination of the Illinois Conservation Foundation. | ||
| Stephanie Wildhaber, Audit Manager | 04/12/2021 09:18 AM | Amy Sherwood, Partner - Sikich LLP | No | Phone: Amy Sherwood 217-793-3363 Stephanie Wildhaber 217-785-0165 | 10 minutes | Amy and I discussed the proposed rate for the FY21 Financial Audit and FY20/21 Compliance Examination of the Illinois Secretary of State and the FY20/21 Financial Audit and Compliance Examination of the Illinois Literacy Foundation. |
|
| Megan Green, Senior Audit Manager | 04/12/2021 14:48 PM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
I emailed Amy the Welcome Letter and related attachments for the FY21 financial and attestation engagements of the Department of Central Management Services. | ||
| Reddy Bommareddi, Auditor Manager V | 04/13/2021 08:53 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com rbommareddi-at-auditor.illinois.gov |
Heather emailed me the informal proposal documents for the FY21 financial audit of the State Gaming Fund of the Illinois Gaming Board. | ||
| Christian Cortes, Audit Manager | 04/13/2021 11:26 AM | Michael Lawler, Manager - West and Company, LLC | No | Email: ccortes-at-auditor.illinois.gov mlawler-at-westcpa.com |
I sent Michael the Welcome Letter for the FY20/21 Compliance Examination of the Legislative Reference Bureau. | ||
| Reddy Bommareddi, Auditor Manager V | 04/14/2021 16:01 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Phone:Leilani-312-235-4703 Reddy-217-558-3971 |
2 minutes | Leilani called me to discuss about the FY21 informal proposal of Chicago State University and related census and OPEB testing hours. | |
| Thomas L. Kizziah Audit Manager V | 04/16/2021 14:35 PM | Heather Powell, Managing Director - BKD LLP | No | Dan Nugent | Phone: Heather - 217-421-6869 Thomas 217-782-0816 | 5 minutes | I called Heather while Dan participated from my office to discuss a revision to the State Universities Retirement System special provisions section for the upcoming engagement. Heather stated she would email me updated engagement hours for the change in the special provisions. |
| Thomas L. Kizziah Audit Manager V | 04/16/2021 14:48 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com tkizziah-at-auditor.illinois.gov |
Heather emailed me her hours revisions based on the change to the State Universities Retirement System special provisions section. | ||
| Megan Green, Senior Audit Manager | 04/19/2021 08:46 AM | Amy Sherwood, Partner, Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov | I sent Amy the final signed contract for the FY21 financial audit of the Capital Development Board. | ||
| Megan Green, Senior Audit Manager | 04/19/2021 08:51 AM | Kate Ward, Partner, Kerber, Eck and Braeckel LLP | No | Email: katew-at-kebcpa.com mgreen-at-auditor.illinois.gov | I sent Kate the final signed contract for the FY20/21 compliance examination of the Illinois Emergency Management Agency. | ||
| Reddy Bommareddi, Auditor Manager V | 04/19/2021 10:04 AM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Phone: Leilani-312-235-4703 Reddy-217-558-3971 |
2 minites | Leilani called me to discuss the proposed hours and additional hours related to pension/OPEB testing for the FY21 Financial Audit, Single Audit, and Compliance Examination of Chicago State University. | |
| Stacie Sherman, Audit Manager | 04/19/2021 15:43 PM | Brandon Reed, Partner, Crowe LLP | No | Phone: Brandon Reed - 217-862-2706 Stacie Sherman: 217-782-0808 |
4 minutes | Brandon called to discuss having a separate rate for the financial audits and the compliance examination for the Treasurer's Office engagements. I told him to send me his proposal and we would consider it. | |
| Stacie Sherman, Audit Manager | 04/20/2021 11:40 AM | Gilda Priebe, Partner, Adelfia LLC | No | Phone: Gilda - 312-240-9500 Stacie - 217-782-0808 |
5 minutes | Gilda called to talk about the proposal documents for the FY20/21 compliance examination of the Abraham Lincoln Presidential Library and Museum. She also asked if the firm could propose additional hours. I informed her that since it is the second year of the RFP, and there was no unforeseen circumstances, the would be locked into the hours/rate proposed during the RFP process. | |
| Stacie Sherman, Audit Manager | 04/21/2021 10:33 AM | Gilda Priebe, Partner, Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Gilda sent the proposal documents for the FY20/21 compliance examination of the Abraham Lincoln Presidential Library and Museum. | ||
| Megan Green, Senior Audit Manager | 04/13/2021 10:38 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy about the number of ours budgeted for the IS review performed in conjunction with the FY20/21 compliance examination of the Department of Central Management Services. I responded that 250 have been budgeted. | ||
| Megan Green, Senior Audit Manager | 04/19/2021 11:34 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy sent me the informal proposal documents for the FY20/21 compliance examination and FY21 financial audits and attestation engagements of the Department of Central Management Services. | ||
| Megan Green, Senior Audit Manager | 04/21/2021 10:28 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
I let Amy know we had accepted their informal proposal and I provided the approved contract for the Department of Central Management Services for her signature. | ||
| Megan Green, Senior Audit Manager | 04/21/2021 10:38 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy provided me with the signed Department of Central Management Services contract. | ||
| Stacie Sherman, Audit Manager | 04/22/2021 10:57 AM | Gilda Priebe, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: gbpriebe-at-adelfiacpas.com sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I sent Gilda an updated phase II timetable to see if we could change the timeline from her proposed dates for the FY20/21 compliance examination for the Abraham Lincoln Presidential Library and Museum. Gilda agreed. | |
| Jeanne Michaud, Audit Manager | 04/18/2021 10:59 AM | Tim Gavin, Manager, Lauterbach & Amen | No | Email: tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Tim provided revised timetable for contract amendment of ROE 19's 6/30/19 audit. | ||
| Jeanne Michaud, Audit Manager | 04/20/2021 14:41 PM | Dawayne Stewart, Manager, Campbell, LLC | No | Johnny Campbell, Partner, Campbell, LLC Beth Obernuefemann, Manager, OAG |
Email: dawayne.stewart-at-yahoo.com johnecam-at-sbcglobal.net bobernuefemann-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov |
Dawayne provided revised timetable for contract amendment of ROE 13's 6/30/18 audit. | |
| Jeanne Michaud, Audit Manager | 04/21/2021 09:34 AM | Robert Arnholt, Partner, Doehring, Winders & Co., LLP | No | Email: rarnholt-at-dwcocpa.com jmichaud-at-auditor.illinois.gov |
Robert proposed hours and rate for Doehring, Wniders & Co, LLP to audit ROE 51's 6/30/20 financial statements. | ||
| Jeanne Michaud, Audit Manager | 04/22/2021 11:43 AM | Robert Arnholt, Partner, Doehring, Winders & Co., LLP | No | Email: rarnholt-at-dwcocpa.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 26 minutes | E-mailed Robert to let him know we accepted the proposed hours and rate for Doehring, Wniders & Co, LLP to audit ROE 51's 6/30/20 financial statements. | |
| Stacie Sherman, Audit Manager | 04/22/2021 10:36 AM | Brandon Reed, Partner, Crowe LLP | No | Email: brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov |
Brandon provided a spreadsheet with the proposed hours and rates for the four Treasurer's Office engagements (Fiscal Officer, Nonfiscal Officer, College Savings Program and Illinois Funds). | ||
| Stacie Sherman, Audit Manager | 04/22/2021 08:31 AM | Stella Santos, Managing Partner, Adelfia LLC | No | Gilda Priebe, Partner, Adelfia LLC | Email: sbsantos-at-adelfiacpas.com gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I let Stella know the ALPLM proposal had be accepted and the contracts had been uploaded for her signature. | |
| Thomas L. Kizziah Audit Manager V | 04/23/2021 16:54 PM | Catherine Baumann, Partner KPMG LLP | No | Email: cbaumann-at-KPMG.com tkizziah-at-auditor.illinois.gov | Cathy emailed me her proposal for the upcoming Illinois State Board of Investment engagement for the year ended June 30, 2021. | ||
| Reddy Bommareddi, Auditor Manager V | 04/26/2021 10:55 AM | Tes Sy, Partner - Roth & Co., LLP | No | Email: msy-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
I emailed Tes noting an edit to bemade to the informal proposal document for the FY21 financial audit of capital asset account of Department of Natural Resources. Tes emailed me back the updated form. | ||
| Janis Van Durme, Auditor Manager V | 04/01/2021 10:34 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com jvandurme-at-auditor.illinois.gov |
Amy uploaded to the Sharesite the firm's signed copies of the contracts for the FY20/21 compliance examination of the Illinois State Board of Elections. | ||
| Janis Van Durme, Auditor Manager V | 04/19/2021 10:10 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com jvandurme-at-auditor.illinois.gov |
I uploaded to the Sharesite the final signed copies of the contracts for the FY20/21 compliance examination of the Illinois State Board of Elections. | ||
| Janis Van Durme, Auditor Manager V | 04/21/2021 10:30 AM | Gilda Priebe, Partner - Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com sbsantos-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Gilda uploaded the IFP documents to the Sharesite for the FY20/21 compliance examination of the Liquor Control Commission. | ||
| Janis Van Durme, Auditor Manager V | 04/22/2021 11:21 AM | Gilda Priebe, Partner - Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com sbsantos-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
I emailed Gilda questions regarding some of the IFP documents for the FY20/21 compliance examination of the Liquor Control Commission. | ||
| Janis Van Durme, Auditor Manager V | 04/21/2021 10:30 AM | Gilda Priebe, Partner - Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com sbsantos-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Gilda uploaded the revised IFP documents to the Sharesite for the FY20/21 compliance examination of the Liquor Control Commission. | ||
| Janis Van Durme, Auditor Manager V | 04/08/2021 10:06 AM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
Josh uploaded the IFP documents to the Sharesite for the financial audit of the Illinois State Board of Education for FY21. | ||
| Janis Van Durme, Auditor Manager V | 04/12/2021 11:35 AM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
I emailed Josh questions regarding some of the IFP documents for for the financial audit of the Illinois State Board of Education for FY21. | ||
| Janis Van Durme, Auditor Manager V | 04/13/2021 08:06 AM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
Josh responded to the questions I asked him regarding some of the IFP documents for for the financial audit of the Illinois State Board of Education for FY21. | ||
| Janis Van Durme, Auditor Manager V | 04/22/2021 12:35 PM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
I uploaded the approved draft contracts to the Sharesite for the financial audit of the Illinois State Board of Education for FY21. | ||
| Janis Van Durme, Auditor Manager V | 04/22/2021 14:23 PM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
Josh uploaded the firm's signed draft contracts to the Sharesite for the financial audit of the Illinois State Board of Education for FY21. | ||
| Janis Van Durme, Auditor Manager V | 04/23/2021 08:51 AM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
I noticed an issue with the fimr's submission of the signed draft contracts to the Sharesite for the financial audit of the Illinois State Board of Education for FY21. Working with the firm to fix an issue with draft contract signature validation process. | ||
| Janis Van Durme, Auditor Manager V | 04/08/2021 08:01 AM | Meredith Angel, Manager - Sikich LLP | No | Email: Meredith.angel-at-sikich.com jvandurme-at-auditor.illinois.gov |
Meredith emailed me stating she had some questions regarding how to prepare the firm's IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | ||
| Janis Van Durme, Auditor Manager V | 04/08/2021 08:05 AM | Meredith Angel, Manager - Sikich LLP | No | Phone: Meredith - 217-233-XXXX Janis - 217-782-XXXX |
Phone - 5 minutes | I called Meredith to answer her questions regarding how to prepare the firm's IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | |
| Janis Van Durme, Auditor Manager V | 04/08/2021 09:44 AM | Meredith Angel, Manager - Sikich LLP | No | Email: Meredith.angel-at-sikich.com jvandurme-at-auditor.illinois.gov |
Meredith emailed me stating she had some further questions regarding how to prepare the firm's IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | ||
| Janis Van Durme, Auditor Manager V | 04/08/2021 10:08 AM | Meredith Angel, Manager - Sikich LLP | No | Phone: Meredith - 217-233-XXXX Janis - 217-782-XXXX |
Phone - 10 minutes | I called Meredith to answer her additional questions regarding how to prepare the firm's IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | |
| Janis Van Durme, Auditor Manager V | 04/13/2021 09:25 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com Meredith.angel-at-sikich.com jvandurme-at-auditor.illinois.gov |
Amy uploaded the IFP documents to the Sikich's secure email portal for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. She told me to contact Meredith Angel if I had any questions regarding the documents. | ||
| Janis Van Durme, Auditor Manager V | 04/13/2021 14:24 PM | Meredith Angel, Manager - Sikich LLP | No | Email: Meredith.angel-at-sikich.com jvandurme-at-auditor.illinois.gov |
I emailed Meredith some questions I had after I finished my review of the firm's IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | ||
| Janis Van Durme, Auditor Manager V | 04/13/2021 16:40 PM | Meredith Angel, Manager - Sikich LLP | No | Email: Meredith.angel-at-sikich.com jvandurme-at-auditor.illinois.gov |
Meredith emailed me stating she had some questions regarding the question I had after my review of the firm's IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | ||
| Janis Van Durme, Auditor Manager V | 04/14/2021 09:00 AM | Meredith Angel, Manager - Sikich LLP | No | Phone: Meredith - 217-233-XXXX Janis - 217-782-XXXX |
Phone - 5 minutes | I called Meredith to answer her questions about my questions regarding the firm's IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. After this conversation, I told Meredith I was able to draft the contracts for processing. | |
| Janis Van Durme, Auditor Manager V | 04/21/2021 09:46 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com jvandurme-at-auditor.illinois.gov |
I uploaded the approved draft contracts to the Sharesite for the firm to add its signature for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | ||
| Janis Van Durme, Auditor Manager V | 04/21/2021 09:56 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com jvandurme-at-auditor.illinois.gov |
Amy uploaded to the Sharesite for the firm's signed contracts for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Healthcare and Family Services. | ||
| Janis Van Durme, Auditor Manager V | 04/07/2021 13:27 PM | Linda Abernethy, Partner - RSM US LLP | No | Email: Linda.Abernethy-at-rsmus.com jvandurme-at-auditor.illinois.gov |
Linda sent me the IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Human Services. | ||
| Janis Van Durme, Auditor Manager V | 04/12/2021 09:09 AM | Linda Abernethy, Partner - RSM US LLP | No | Email: Linda.Abernethy-at-rsmus.com jvandurme-at-auditor.illinois.gov |
I sent Linda some questions I had after reviewing the IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Human Services. | ||
| Janis Van Durme, Auditor Manager V | 04/12/2021 14:22 PM | Linda Abernethy, Partner - RSM US LLP | No | Email: Linda.Abernethy-at-rsmus.com jvandurme-at-auditor.illinois.gov |
Linda answered the questions I had after reviewing the IFP documents for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Human Services. I responded that I could now moved forward with drafting the contracts. | ||
| Janis Van Durme, Auditor Manager V | 04/21/2021 10:30 AM | Linda Abernethy, Partner - RSM US LLP | No | Email: Linda.Abernethy-at-rsmus.com jvandurme-at-auditor.illinois.gov |
I uploaded the approved draft contracts to the Sharesite for the firm to add its signature for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Human Services. | ||
| Janis Van Durme, Auditor Manager V | 04/21/2021 15:04 PM | Linda Abernethy, Partner - RSM US LLP | No | Email: Linda.Abernethy-at-rsmus.com jvandurme-at-auditor.illinois.gov |
Linda uploaded the firm's signed draft contracts to the Sharesite for the FY20/21 compliance examination and FY21 financial statement audit of the Illinois Department of Human Services. | ||
| Janis Van Durme, Auditor Manager V | 04/26/2021 13:35 PM | Gilda Priebe, Partner - Adelfia LLC | No | Phone: Gilda - 312-363-XXXX Janis - 217-782-XXXX |
3 minutes | I called Gilda to let her know we would need new signed forms to draft the contracts for the FY20/21 compliance examination of the Liquor Control Commission as the other ones were completed incorrectly. | |
| Reddy Bommareddi, Auditor Manager V | 04/26/2021 14:44 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Phone: Leilani-312-235-4703 Reddy-217-558-3971 |
3 minites | I called Leilani to discuss when I can expect informal proposals for FY21 Financial Audit, Single Audit, and Compliance Examination of Chicago State University and Compliance examination of the Illinois Criminal Justice Information Authority. | |
| Stacie Sherman, Audit Manager | 04/23/2021 10:59 AM | Stella Santos, Managing Partner, Adelfia LLC | No | Sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Stella provided the signed contracts for the FY20/21 Abraham Lincoln Presidential Library and Museum compliance examination. | ||
| Reddy Bommareddi, Auditor Manager V | 04/26/2021 14:36 PM | Tes Sy, Partner - Roth & Co., LLP | No | Email: msy-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
Tes emailed/uploaded to Sharefile the signed contract of FY21 financial audit of Capital Asset Account of Department of Natural Resources | ||
| Thomas L. Kizziah Audit Manager V | 04/26/2021 15:13 PM | Catherine Baumann, Partner KPMG LLP | No | Telephone: Cathy 312-665-8980 Thomas 217-782-0816 | 3 minutes | Cathy called me to discuss the contract hours and audit effort needed for the upcoming Illinois State Board of Investment engagement for the year ended 6-30-21. | |
| Reddy Bommareddi, Auditor Manager V | 04/26/2021 20:14 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com rbommareddi-at-auditor.illinois.gov |
Heather emailed/uploaded to sharefile the signed contract of FY21 financial audit of the State Gaming Fund of the Illinois Gaming Board. | ||
| Reddy Bommareddi, Auditor Manager V | 04/27/2021 09:34 AM | Tes Sy, Partner - Roth & Co., LLP | No | Email: msy-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
Tes emailed/uploaded to Sharefile the signed contract of FY21 financial audit and compliance examination of the Illinois Conservation Foundation. | ||
| Thomas L. Kizziah Audit Manager V | 04/27/2021 13:25 PM | Catherine Baumann, Partner KPMG LLP | No | Telephone: Cathy 312-665-8980 Thomas 217-782-0816 | 5 minutes | Cathy called me to have a further discussion related to the contract hours and audit effort needed for the upcoming Illinois State Board of Investment engagement for the year ended 6-30-21. | |
| Reddy Bommareddi, Auditor Manager V | 04/27/2021 16:42 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Email: lrodrigo-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
I emailed Leilani amended contract documents of FY20 Financial Audit, Single Audit, and Compliance Examination of Chicago State University. | ||
| Stacie Sherman, Audit Manager | 04/27/2021 16:37 PM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: arausan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Ana let me know that she had added the proposal materials, for the FY21 financial audit, compliance examination, and single audit of Western Illinois University, to the share site. | |
| Stacie Sherman, Audit Manager | 04/28/2021 16:33 PM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: arausan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I asked Ana questions about the proposed rate and hours for the FY21 WIU engagement. | |
| Reddy Bommareddi, Auditor Manager V | 04/27/2021 17:34 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Email: lrodrigo-at-rothcocpa.com rbommareddi-at-auditor.illinois.gov |
Leilani emailed/uploaded to Sharefile signed amended contract of FY20 Financial Audit, Single Audit, and Compliance Examination of Chicago State University. | ||
| Reddy Bommareddi, Auditor Manager V | 04/29/2021 11:42 AM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Phone:Leilani-312-235-4703 Reddy-217-558-3971/309-684-xxxx |
2 minutes | Leilani called me to discuss about the FY21 informal proposal of Illinois Criminal Justice Information Authority. | |
| Reddy Bommareddi, Auditor Manager V | 04/29/2021 14:09 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Email: lrodrigo-at-rothcocpa.com BCastro- at -rothcocpa.com rbommareddi-at-auditor.illinois.gov |
Leilani emailed proposal documents of FY21 Financial Audit, Single Audit, and Compliance Examination of Chicago State University. | ||
| Reddy Bommareddi, Auditor Manager V | 04/29/2021 15:08 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Email: lrodrigo-at-rothcocpa.com BCastro- at -rothcocpa.com rbommareddi-at-auditor.illinois.gov |
Leilani emailed proposal documents of FY21 Compliance Examination of the Illinois Criminal Justice Information Authority. | ||
| Reddy Bommareddi, Auditor Manager V | 04/29/2021 15:30 PM | Leilani Rodrigo, Partner - Roth & Co., LLP | No | Email: lrodrigo-at-rothcocpa.com BCastro- at -rothcocpa.com rbommareddi-at-auditor.illinois.gov |
I emailed Leilani provide me the updated cost summary of the proposal for FY21 Compliance Examination of the Illinois Criminal Justice Information Authority. Leilani emailed me back the cost summary. | ||
| Jim Dahlquist, Sr Adm Mgr | 04/30/2021 10:30 AM | John Gioeli, Director, Gov’t Programs, Becker Professional Education | No | Oral by phone: (703)631-8840 | 5 minutes | Confirmed contractual rate for next year. | |
| Megan Green, Senior Audit Manager | 04/05/2021 18:55 PM | Kate Ward, Partner, Kerber, Eck and Braeckel LLP | No | Email: katew-at-kebcpa.com mgreen-at-auditor.illinois.gov | I sent Kate via the Sharesite the contract for the FY20/21 compliance engagement of the Illinois Emergency Management Agency for her signature. | ||
| Megan Green, Senior Audit Manager | 04/08/2021 09:22 AM | Kate Ward, Partner, Kerber, Eck and Braeckel LLP | No | Email: katew-at-kebcpa.com mgreen-at-auditor.illinois.gov | I followed up with Kate regarding the signed contract for the FY20/21 compliance examination of the Illinois Emergency Management Agency. Kate responded she is working to get some IT issues fixed so she is able to digitally sign the contract. | ||
| Megan Green, Senior Audit Manager | 04/08/2021 14:40 PM | Kate Ward, Partner, Kerber, Eck and Braeckel LLP | No | Email: katew-at-kebcpa.com mgreen-at-auditor.illinois.gov | Kate sent me the signed contract for the FY20/21 compliance examination of the Illinois Emergency Management Agency. | ||
| Megan Green, Senior Audit Manager | 04/14/2021 12:19 PM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy uploaded a proposed revised timetable for a contract amendment for the FY20 financial audit and FY19/20 compliance examination of the Capital Development Board. | ||
| Megan Green, Senior Audit Manager | 04/16/2021 10:26 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
I uploaded a contract amendment for the FY20 financial audit and FY19/20 compliance examination of the Capital Development Board for Amy's signature. | ||
| Megan Green, Senior Audit Manager | 04/16/2021 10:38 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy uploaded the signed contract amendment for the FY20 fianncial audit and the FY19/20 compliance examination of the Capital Development Board. | ||
| Megan Green, Senior Audit Manager | 04/23/2020 13:07 PM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
I uploaded the final signed contract amendment for the FY20 financial audit and FY19/20 compliance examination of the Capital Development Board. | ||
| Megan Green, Senior Audit Manager | 04/13/2021 07:41 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy provided a revised timetable for the contract amendment of the FY20 financial audits and attestation engagements of the Department of Central Management Services. | ||
| Megan Green, Senior Audit Manager | 04/15/2021 09:38 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
I uploaded the contract amendment for the Department of Central Management Services financial audits and attestation engagements for FY20 for Amy's signature. | ||
| Megan Green, Senior Audit Manager | 04/15/2021 10:10 AM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
Amy uploaded the signed contract amendement for the FY20 financial audits and attestation engagements for the Department of Central Management Services. | ||
| Megan Green, Senior Audit Manager | 04/23/2020 13:08 PM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov |
I uploaded the final signed contract amendment for the FY20 financial audits and attestation engagements for the Department of Central Management Services. | ||
| Janis Van Durme, Auditor Manager V | 04/26/2021 13:50 PM | Gilda Priebe, Partner - Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Gilda sent me new signed forms on the Share site to draft the contracts for the FY20/21 compliance examination of the Liquor Control Commission. | ||
| Janis Van Durme, Auditor Manager V | 04/28/2021 07:45 AM | Stella Santos, Managing Partner, Adelfia LLC | No | Email: sbsantos-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
I sent Stella the draft contracts for the firm to sign related to the FY20/21 compliance examination of the Liquor Control Commission. | ||
| Janis Van Durme, Auditor Manager V | 04/28/2021 10:19 AM | Stella Santos, Managing Partner, Adelfia LLC | No | Email: sbsantos-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Stella sent me the firm signed, draft contracts related to the FY20/21 compliance examination of the Liquor Control Commission. | ||
| Janis Van Durme, Auditor Manager V | 04/29/2021 01:08 AM | Jennifer Roan, Partner, Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Jennifer sent me the firm's IFP related to the FY20/21 compliance examination of the Illinois State Fair. | ||
| Janis Van Durme, Auditor Manager V | 04/30/2021 14:31 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Jennifer some follow up questions on the firm's IFP related to the FY20/21 compliance examination of the Illinois State Fair. | |
| Janis Van Durme, Auditor Manager V | 04/30/2021 14:50 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Jennifer answered my follow up questions on the firm's IFP related to the FY20/21 compliance examination of the Illinois State Fair. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 01:24 AM | Jennifer Roan, Partner, Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Jennifer sent me the firm's IFP related to the FY20/21 compliance examination of the DuQuoin State Fair. | ||
| Janis Van Durme, Auditor Manager V | 04/30/2021 14:31 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Jennifer some follow up questions on the firm's IFP related to the FY20/21 compliance examination of the DuQuoin State Fair. | |
| Janis Van Durme, Auditor Manager V | 04/30/2021 14:50 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Jennifer answered my follow up questions on the firm's IFP related to the FY20/21 compliance examination of the DuQuoin State Fair. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 09:45 AM | Jennifer Roan, Partner, Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Jennifer sent me the firm's IFP related to the FY20/21 compliance examination of the Department of Agriculture. | ||
| Janis Van Durme, Auditor Manager V | 04/29/2021 14:20 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Jennifer some follow up questions on the firm's IFP related to the FY20/21 compliance examination of the Department of Agriculture. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 14:23 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Jennifer answered my follow up questions on the firm's IFP related to the FY20/21 compliance examination of the Department of Agriculture. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 15:38 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Jennifer some further follow up questions on the firm's IFP related to the FY20/21 compliance examination of the Department of Agriculture. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 16:34 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Jennifer answered my additional follow up questions on the firm's IFP related to the FY20/21 compliance examination of the Department of Agriculture. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 16:55 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Jennifer an email stating the OAG had accepted the firm's negotiations and would move forward with the drafting of the contracts for the FY20/21 compliance examination of the Department of Agriculture. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 02:31 AM | Jennifer Roan, Partner, Adelfia LLC | No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Jennifer sent me the firm's IFP related to the FY20/21 financial audit and compliance examination of the Illinois Grain Insurance Corporation. | ||
| Janis Van Durme, Auditor Manager V | 04/29/2021 16:55 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Jennifer some follow up questions on the firm's IFP related to the FY20/21 financial audit and compliance examination of the Illinois Grain Insurance Corporation. | |
| Janis Van Durme, Auditor Manager V | 04/29/2021 17:51 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Jennifer answered my follow up questions on the firm's IFP related to the FY20/21 financial audit and compliance examination of the Illinois Grain Insurance Corporation. | |
| Janis Van Durme, Auditor Manager V | 04/30/2021 11:39 AM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Jennifer an email stating the OAG had accepted the firm's negotiations and would move forward with the drafting of the contracts for the FY20/21 financial audit and compliance examination of the Illinois Grain Insurance Corporation. | |
| Janis Van Durme, Auditor Manager V | 04/26/2021 15:21 PM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
Josh emailed me to let me know there was still a problem with one of the digital signatures on the contracts related the financial audit of the Illinois State Board of Education for FY21. | ||
| Janis Van Durme, Auditor Manager V | 04/27/2021 09:23 AM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
I emailed Josh to ask if the firm had fixed the problem with one of the digital signatures on the contracts related the financial audit of the Illinois State Board of Education for FY21, and if not we should set up a time for him to come to the OAG to digitally sign the contracts. | ||
| Janis Van Durme, Auditor Manager V | 04/27/2021 09:23 AM | Joshua Shugart, Partner - KEB LLP | No | Email: joshs-at-kebcpa.com jvandurme-at-auditor.illinois.gov |
Josh stated the firm was still unable to fix the problem with one of the digital signatures on the contracts related the financial audit of the Illinois State Board of Education for FY21, and sent me a time and date he would stop by the OAG to digitally sign the contracts on 4/29/2021. (He subsquently came to the OAG on 4/29/2021 at 11:00 am to sign the contracts.) | ||
| Peggy Hartson | 04/21/2021 10:35 AM | Gilda Priebe, Partner - Adelfia LLC | No | Email: gbpriebe-at-adelfiacpas.com pahhartson-at-auditor.illinois.gov | Gilda sent the informal proposal documents for the FY20/21 GOMB engagement | ||
| Peggy Hartson | 04/21/2021 15:36 PM | Amy Sherwood, Partner - Sikich LLP | No | Email: amy.sherwood-at-sikich.com pahartson-at-auditor.illinois.gov | I forwarded the Comptroller - Nonfiscal engagement | ||
| Peggy Hartson | 04/26/2021 15:38 PM | Chuck Kozlik, Principal CliftonLarsonAllen LLP | No | Email: chuck.kozlik-at-claconnect.com pahartson- at -auditor.illinois.gov | I forwarded Chuck the Department of Transportation amendment documents and he returned them. | ||
| Peggy Hartson | 04/26/2021 15:27 PM | Amy Sherwood, Partner - Sikich LLP | No | Email: Amy.Sherwood-at-sikich.com pahartson-at-auditor.illinois.gov | I forwarded Amy the EIU amendment and she returned the signed docuemnts. | ||
| Peggy Hartson | 04/21/2021 14:11 PM | Elda Arriola, Partner Roth & Co LLP | No | Email: earriola-at-rothcocpa.com pahartson- at -auditor.illinois.gov | I forwarded the EPA amendment forms and Elda returned the signed documents. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 12:53 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I informed Heather I'd reviewed the firm's informal proposal for TRS and I had a few comments which I shared with her to ask for revision/clarification. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 12:56 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather asked if I could share the informal proposal pages with her using the firm's secure messaging (she was not yet able to open the encrypted pages with Entrust). | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 13:01 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I provided Heather with the TRS informal proposal pages on which I had comments through the firm's secure messaging. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 13:52 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather provided the corrected pages of the firm's informal proposal for TRS. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 15:03 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I asked Heather to provide the firm's signed Standard Certifications for the TRS informal proposal. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 15:15 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather provided the signed Standard Certifications for the TRS informal proposal. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 15:34 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I requested BKD's most current peer review report and peer review acceptance letter. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 15:35 PM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather provided BKD's current peer review report and acceptance letter. | ||
| Dennis Gibbons, Audit Manager | 04/06/2021 16:00 PM | Marites Sy, Partner Roth&Co. | No | Email: msy-at-rothcocpas.com dgibbons-at-auditor.illinois.gov |
Tes uploaded the FY20/21 Dept. of Human Rights engagement contracts to the RFP site after signature by the firm, and she emailed me to tell me so. | ||
| Dennis Gibbons, Audit Manager | 04/07/2021 08:53 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I informed Heather that the firm's informal proposal for the FY21 financial audit and compliance examination of Teachers' Retirement System had been accepted, and that the Phase I and II contracts had been shared with her over the OAG's RFP site. | ||
| Dennis Gibbons, Audit Manager | 04/12/2021 12:07 PM | Joe Evans, Partner - RSM US LLP | No | Email: joseph.evans-at-rsmus.com dgibbons-at-auditor.illinois.gov |
I asked Joe whether the firm needed any additional information from OAG for preparation of the FY21 informal proposals for GARS, JRS, and SERS, and whether it would still be feasible to provide these proposals by 4/12/21. | ||
| Dennis Gibbons, Audit Manager | 04/13/2021 11:56 AM | Bill Sarb, Audit Senior Manager - RSM US LLP | No | Email: bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov |
Bill asked if I had a moment on 4/13/21 or 4/14/21 to discuss the FY21 State Retirement Systems' contracts. | ||
| Dennis Gibbons, Audit Manager | 04/13/2021 12:09 PM | Bill Sarb, Audit Senior Manager - RSM US LLP | No | Email: bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov |
I responded to Bill to provide my availability for a phone conversation regarding the FY21 SRS contracts/proposals. | ||
| Dennis Gibbons, Audit Manager | 04/15/2021 08:01 AM | Bill Sarb, Audit Senior Manager - RSM US LLP | No | Phone: Dennis Gibbons 217-558-4244 Bill Sarb 847-909-6695 |
7 minutes | I called Bill and we spoke about the status of the firm's informal proposals for the FY21 State Retirement Systems engagements. Bill indicated he anticipated the proposals to be ready by the end of next week, pending a meeting with his firm's national office to receive guidance on requirements for documentation segregation for the new census testing, and Bill had an outstanding question related to JRS/GARS data and the CMS OPEB portion to my office, which I said I would relay to the appropriate person. | |
| Dennis Gibbons, Audit Manager | 04/15/2021 09:25 AM | Bill Sarb, Audit Senior Manager - RSM US LLP | No | Email: bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov |
I provided Bill some information regarding the JRS/GARS data getting to CMS for the OPEB calculation (this relates to the FY21 State Retirement Systems engagements and informal proposals). | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 09:00 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I notified Heather that I would be sending the firm an updated set of FY21 TRS contracts utilizing a new cover form approved by the Comptroller, and asked her to disregard the previous contracts. | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 09:02 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather acknowledged my information about the updated FY21 TRS contracts and informed me she was also awaiting her firm's national office to approve the use of Entrust for digital signature. | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 10:12 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I discussed with Heather the need to modify the FY21 TRS Phase I contract start date because I felt it was unrealistic to have a signed contract accepted by the Comptroller before the original contract commencement date. | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 10:23 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather suggested a few alternate dates to which the FY21 TRS Phase I contract start date could be modified. | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 10:37 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I asked Heather if the firm would prefer moving the FY21 TRS entrance conference date to accommodate the new start date for fieldwork, and if she knew when BKD's national office would approve the use of Entrust. | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 10:44 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather informed me she was uncertain when her firm's national office would approve Entrust, and confirmed that the firm would prefer to have a few days before the FY21 TRS entrance conference to begin work. | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 10:49 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I notified Heather that I'd changed the FY21 TRS Phase I effective date/field work start date according to our discussion. | ||
| Dennis Gibbons, Audit Manager | 04/16/2021 11:01 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather acknowledged the change to the FY21 TRS Phase I contract dates. | ||
| Dennis Gibbons, Audit Manager | 04/19/2021 09:00 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I notified Heather that updated FY21 TRS contracts had been provided to the firm via the OAG's upload site. | ||
| Dennis Gibbons, Audit Manager | 04/19/2021 09:03 AM | Marites Sy, Partner Roth&Co. | No | Email: msy-at-rothcocpas.com dgibbons-at-auditor.illinois.gov |
I notified Tes that the FY21 DHR contracts had been signed by all parties and that I had provided them to the firm via the OAG's RFP upload site. | ||
| Dennis Gibbons, Audit Manager | 04/22/2021 11:01 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
Heather notified me that she had signed the FY21 TRS contracts and uploaded them to the OAG RFP site. | ||
| Dennis Gibbons, Audit Manager | 04/22/2021 11:23 AM | Heather Powell, Managing Director - BKD LLP | No | Email: hpowell-at-bkd.com dgibbons-at-auditor.illinois.gov |
I told Heather I had received the FY21 TRS contracts and that I would let her know when I received notice the contracts had been fully signed and accepted. | ||
| Dennis Gibbons, Audit Manager | 04/26/2021 12:48 PM | Bill Sarb, Audit Senior Manager - RSM US LLP | No | Email: bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov |
I asked Bill to please send me an update of RSM's progress towards compiling the informal proposals for the FY21 State Retirement Systems engagements. | ||
| Dennis Gibbons, Audit Manager | 04/28/2021 08:59 AM | Bill Sarb, Audit Senior Manager - RSM US LLP | No | Email: bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov |
Bill provided an update of the FY21 SRS informal proposals. | ||
| Jane Clark, Director | 04/15/2021 09:00 AM | Stella Santos, Managing Partner, Adelfia LLC | No | phone: Jane Clark 217-782-0811 Stella 312-240-9500 | 3 minutes | Called Stella to let her know the OAG has selected Adelfia's proposals in response to the OAG competitve procurement process fo the Office of the Executive Inspector General, the IL General Assembly (House and Senate) and the Liqour Control Commission. The assigned managers will be reaching out in the next couple of weeks. Thanked her for Adelfia's continued interest in our program. | |
| Stacie Sherman, Audit Manager | 04/29/2021 08:13 AM | Adam Pulley, Partner, CliftonLarsonAllen | No | Amanda Campbell, Manager, CLA | email: adam.pulley-at-claconnect.com amanda.campbell-at-claconnect.com ssherman-at-auditor.illinois.gov |
Adam sent the proposed amendment timeline for the compliance examination of DCFS. | |
| Stacie Sherman, Audit Manager | 04/29/2021 11:00 AM | Adam Pulley, Partner, CliftonLarsonAllen | No | Paul King, Senior Associate, CLA Amanda Campbell, Manager, CLA |
phone: Stacie Sherman 217-820-xxxx CLA: 309-430-6815 (conference line) |
22 minutes | We discussed the proposed amendment timeline provided and the need to wrap up the compliance examination of DCFS prior to 6/30. |
| Stacie Sherman, Audit Manager | 04/29/2021 10:32 AM | Ana Ausan, Partner, Adelfia LLC | No | phone: Stacie Sherman 217-820-xxxx Ana: 312-650-5190 |
3 minutes | I spoke with Ana regarding the proposed hours and rate for the FY21 Western Illinois University financial audit, single audit and compliance examination. | |
| Jeanne Michaud, Audit Manager | 04/27/2021 20:19 PM | Tim Gavin, Manager, Lauterbach & Amen | No | Email: tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Tim provided revised timetable for contract amendment of ROE 34's 6/30/19 audit. | ||
| Lisa Warden, Audit Manager | 04/07/2021 18:48 PM | Vicki VanDenBerg, Partner Plante Moran | No | Steven Bishop, Partner, Plante Moran | Email: Lwarden - at - auditor.illinois.gov Vicki.VanDenBerg- at -plantemoran.com Steven.Bishop- at -plantemoran.com | Sent welcome letter to the firm for the FY21 audit of Southern Illinois University. | |
| Lisa Warden, Audit Manager | 04/08/2021 14:57 PM | Jennifer Roan & Stella Santos, Partners, Adelfia LLC | No | Email: JSRoan - at - adelfiacpas.com SBSantos - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov | Sent welcome letter to the firm for the FY20/21 examination of the Illinois Supreme Court. | ||
| Lisa Warden, Audit Manager | 04/08/2021 16:21 PM | Janice Romack & Michael Lawler, Partners, West & Co. | No | Email: Jromack - at - westcpa.com Mlawler - at - westcpa.com Lwarden - at - auditor.illinois.gov | Sent welcome letter to the firm for the FY20/21 examination of the Office of the Lieutenant Governor. | ||
| Lisa Warden, Audit Manager | 04/20/2021 20:51 PM | Vicki VanDenBerg, Partner Plante Moran | No | Steven Bishop, Partner Danny Sklenicka, Manager Samantha Norman, Manager | Email: Lwarden - at - auditor.illinois.gov Vicki.VanDenBerg-at-plantemoran.com Steven.Bishop - at - plantemoran.com Danny.Sklenicka - at - plantemoran.com Samantha.Norman-at-plantemoran.com | Vicki sent information regarding a potential change in scope for the FY21 audit of Southern Illinois University. | |
| Lisa Warden, Audit Manager | 04/26/2021 14:00 PM | Jennifer Roan, Partner, Adelfia LLC | No | Lisa: 217-782-9307 Jennifer: 312-240-9500 | 50 minutes | Discussed informal proposal, scope, timetable, and contracting materials for the FY20/21 examination of the Supreme Court. | |
| Lisa Warden, Audit Manager | 04/12/2021 14:12 PM | Michael Lawler, Manager West and Company, LLC | No | Lisa: 217-782-9307 Michael: 618-664-4848 | 35 Minutes | Discussed informal proposal, scope, timetable, and contracting materials for the FY20/21 examination of the Office of the Lieutenant Governor. | |
| Lisa Warden, Audit Manager | 04/27/2021 09:20 AM | Michael Lawler, Manager West and Company, LLC | No | Email: Mlawler - at - westcpa.com Lwarden - at - auditor.illinois.gov | Partner submitted proposal for the FY20/21 examination of the Office of Lieutenant Governor | ||
| Lisa Warden, Audit Manager | 04/27/2021 19:14 PM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: JSRoan - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov SBSantos - at - adelfiacpas.com | Submitted proposal for the FY20/21 examination of the Illinois Supreme Court. | |
| Lisa Warden, Audit Manager | 04/28/2021 09:41 AM | Jennifer Roan, Partner, Adelfia LLC | No | Email: JSRoan - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov | Submitted additional proposal information for the FY20/21 examination of the Illinois Supreme Court. | ||
| Lisa Warden, Audit Manager | 04/27/2021 08:38 AM | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Email: JSRoan - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov SBSantos - at - adelfiacpas.com | Advised partner on timing of submission of background check certifications for the FY20/21 examination of the Illinois Supreme Court. |