April 2022
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. |
|---|---|---|---|---|---|---|---|
| Janis VanDurme, HHS Audit Manager | 04/01/2022 07:19 AM | Paul Pelletier, Borshnack, Pelletier & Co Partner | No | N/A | Email: jvandurme-at-auditor.illinois.gov
ppelletier-at-bpc-cpa.com | N/A | Mr. Pelletier sent me a partial response to my questions regarding the firm's informal proposal for the FY21/22 State Compliance Examination of the Department on Aging. He stated the rest of the answers will be forthcoming. |
| Jeanne Michaud, Auditor V | 04/01/2022 09:52 AM | Chad Lucas, Partner, Sikich | No | Amy Sherwood, Partner, Sikich
Anthony Cervini, Partner, Sikich Lindsey Fish, Manager, Sikich | E-mail: chad.lucas-at-sikich.com
amy.sherwood-at-sikich.com anthony.cervini-at-sikich.com lindsey.fish-at-sikich.com | Chad provided proposed hours and rates for the FY20 audits of ROE 19 and 34. | |
| Joseph Parochetti, Auditor III | 04/01/2022 11:00 AM | Adam Pulley, Partner, CLA | No | Paul King, Senior Associate, CLA | RFP Portal and Email
Adam.Pulley -at- claconnect.com Paul.King -at- claconnect.com jparochetti -at- auditor.illinois.gov | I shared the FY22 Illinois Gaming Board contracts with Adam and Paul via the RFP portal for the Firms review and signature. | |
| Megan Green, Auditor V | 04/01/2022 11:13 AM | Amy Sherwood, Partner, Sikich | No | N/A | OAG File Sharing Site | N/A | I let Amy know our office had accepted Sikich's informal proposal for the FY22 engagements of the Department of Central Management Services and provided the draft contracts for her signature. |
| Janis VanDurme, HHS Audit Manager | 04/01/2022 11:26 AM | Josh Shugart, KEB Partner | No | None | Email: jvandurme-at-auditor.illinois.gov
joshs-at-kebcpa.com | N/A | I sent Mr. Shugart some questions on some documents the firm submitted for its informal proposal for the FY21/22 State Compliance Examination and FY22 Financial Audit of the Illinois State Board of Education. |
| Janis VanDurme, HHS Audit Manager | 04/01/2022 11:30 AM | Stella Santos, Adelfia LLC Managing Partner | No | None | OAG File Sharing Site | N/A | I sent the contracts for the FY21/22 DOI State Compliance Examination to the firm for its review and signature. |
| Joseph Parochetti, Auditor III | 04/01/2022 11:35 AM | Adam Pulley, Partner, CLA | No | Paul King, Senior Associate, CLA | RFP Portal and Email
Adam.Pulley -at- claconnect.com Paul.King -at- claconnect.com jparochetti -at- auditor.illinois.gov | Adam sent me the FY22 Illinois Gaming Board contracts with the firm's signature. | |
| Megan Green, Auditor V | 04/01/2022 11:48 AM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | Amy provided me with the signed contract for the FY22 engagements of the Department of Central Management Services. |
| Stacie Sherman, Auditor IV | 04/01/2022 11:52 AM | Steven Bishop, Partner, Plante Moran | No | steve.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven the FY22 WIU contracts for his signature. | ||
| Janis VanDurme, HHS Audit Manager | 04/01/2022 12:01 PM | Amy Sherwood, Sikich LLP Partner | No | None | OAG File Sharing Site | N/A | Mrs. Sherwood sent me the firm's signed contracts for the FY22 HFS Financial Audit. |
| Jose Roa, Auditor V | 04/01/2022 01:17 PM | Paul Pelletier, Boarschnack, Pelletier & Co. | No | Phone:
Paul 815-933-1771 José 773-330-XXXX | 10 Minutes | Called Firm to inquiry about Illinois Mathematics & Science Academy and Fund FY22 financial audits and compliance examination. Firm stated they were independent and interested in performing engagement. Discussed some administrative items and that welcome letter will detail additional items for proposal/contracting. | |
| Janis VanDurme, HHS Audit Manager | 04/01/2022 01:32 PM | Linda Abernethy, RSM US LLP Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov linda.abernethy-at-rsmus.com | N/A | Mx. Abernethy sent me the firm's informal proposal for the FY22 Financial Audit of DHS. |
| Jose Roa, Auditor V | 04/01/2022 02:20 PM | Stella M. Santos, Partner, Adelfia LLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Stella Santos sbsantos-at-adelfiacpas.com | Provided welcome letter to firm for the FY22 Governors State University engagement. | ||
| Jose Roa, Auditor V | 04/01/2022 02:40 PM | Vicki Vandenberg, Partner, Plante & Moran PLLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Vicki Vandenberg Vicki.Vandenberg-at-plantemoran.com | Provided welcome letter to firm for the FY22 Northeastern Illinois University engagement. | ||
| Jose Roa, Auditor V | 04/01/2022 03:13 PM | Christine Torres, Partner, Crowe LLP | No | Email
Jose Roa jroa-at-auditor.illinois.gov Christine Torres Christine.Torres-at-crowe.com | Provided welcome letter to firm for the FY22 Illinois Student Assistance Commission engagement. | ||
| Jose Roa, Auditor V | 04/01/2022 03:24 PM | Paul Pelletier, Boarschnack, Pelletier & Co. | No | Email
Jose Roa jroa-at-auditor.illinois.gov Paul Pelletier PPelletier-at-bpc-cpa.com | Provided welcome letter to firm for the FY22 Illinois Mathematics & Science Academy and IMSA Fund engagement. | ||
| Jose Roa, Auditor V | 04/01/2022 03:41 PM | Joe Kowalski, Partner, Plante & Moran PLLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Joe Kowalski Joe.Kowalski-at-plantemoran.com | Provided welcome letter to firm for the FY22 Illinois Power Agency engagement. | ||
| Jose Roa, Auditor V | 04/01/2022 03:49 PM | Christine Torres, Partner, Crowe LLP | No | Email and RFP sharesite
Jose Roa jroa-at-auditor.illinois.gov Christine Torres Christine.Torres-at-crowe.com | Provided signed phase II amendment contract to firm for FY21 Illinois Student Assistance Commission engagement. | ||
| Jose Roa, Auditor V | 04/01/2022 03:55 PM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | Email
Jose Roa jroa-at-auditor.illinois.gov Leilani Rodrigo LRodrigo-at-rothcocpa.com | Provided welcome letter to firm for the FY22 Judicial Inquiry Board engagement. | ||
| Janis VanDurme, HHS Audit Manager | 04/02/2022 10:28 AM | Linda Abernethy, RSM US LLP Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov linda.abernethy-at-rsmus.com | N/A | I sent Mx. Abernethy some questions regarding the firm's informal proposal of the FY22 Financial Audit of DHS. |
| Jeanne Michaud, Auditor V | 04/04/2022 07:54 AM | Chad Lucas, Partner, Sikich | No | N/A | Email: chad.lucas-at-sikich.com
jmichaud-at-auditor.illinois.gov | Emails over the course of 26 minutes. | I requested best and final rates for the FY20 audits of ROE 19 and 34 and Chad provided revised rates. |
| Peggy Hartson, Auditor V | 04/04/2022 08:46 AM | Chuck Kozlik, Partner - CliftonLarsonAllen LLP | No | OAG portal | N/A | I uploaded the signed DOT contracts for the firm's files | |
| Dennis Gibbons, Auditor IV | 04/04/2022 08:50 AM | Heather Powell, Managing Director, BKD LLP | No | N/A | Email and OAG Portal
Heather: Hpowell-at-bkd.com Dennis: dgibbons-at-auditor.illinois.gov | Email and OAG Portal | I informed Heather that the OAG had accepted the firm’s informal proposal for the FY22 TRS engagement, and I shared with her the contracts for firm review and signature. |
| Peggy Hartson, Auditor V | 04/04/2022 09:05 AM | Elda Arriola, Partner, Roth & Co | No | OAG portal | N/A | I uploaded the FY22 & FY23 EPA engagement contracts for the firm's signature. | |
| Peggy Hartson, Auditor V | 04/04/2022 09:07 AM | Amy Sherwood, Partner Sikich LLP | No | OAG Portal | N/A | I uploaded the Comptroller - Fiscal and Comptroller - Nonfiscal engagement contracts for the firm's signature and Amy signed and returned them within 45 minutes | |
| Janis VanDurme, HHS Audit Manager | 04/04/2022 09:14 AM | Linda Abernethy, RSM US LLP Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov linda.abernethy-at-rsmus.com | N/A | Mx. Abernethy sent me responses to the questions I had regarding the firm's informal proposal of the FY22 Financial Audit of DHS. |
| Janis VanDurme, HHS Audit Manager | 04/04/2022 09:25 AM | Linda Abernethy, RSM US LLP Partner | No | None | Phone Call:
Van Durme XXX-XXX-8393 Abernethy XXX-XXX-1755 | 5 minutes | Mx. Abernethy and I discussed and finalized particulars of the testing areas and hours related to the FY22 Financial Audit of DHS. For questions related to cost, I directed her to contact Jane Clark, the OAG FC Division Director. |
| Lisa Warden, Auditor V | 04/04/2022 10:15 AM | Amy Sherwood, Partner, Sikich | No | Upload to OAG file sharing site | N/A - file upload | Partner submitted revised Informal proposal worksheet per discussion with deputy director. Also submitted updated background check form. | |
| Peggy Hartson, Auditor V | 04/04/2022 10:16 AM | Elda Arriola, Partner, Roth & Co | No | OAG portal | N/A | Elda submitted the EPA contracts with the firm's signature. | |
| Janis VanDurme, HHS Audit Manager | 04/04/2022 10:31 AM | Linda Abernethy, RSM US LLP Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov linda.abernethy-at-rsmus.com | N/A | Mx. Abernethy sent me an email updating me on her discussion with Jane Clark, the OAG F/C Division Director regarding the cost of the FY22 Financial Audit of DHS. |
| Janis VanDurme, HHS Audit Manager | 04/04/2022 11:15 AM | Stella Santos, Adelfia LLC Managing Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com | N/A | I sent Mx Santos the Welcome Letter for the 2022 Illinois State Fair for the period ending September 30, 2022. |
| Janis VanDurme, HHS Audit Manager | 04/04/2022 11:16 AM | Stella Santos, Adelfia LLC Managing Partner | No | N/A | Email:
jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com | N/A | I sent Mx Santos the Welcome Letter for the 2022 DuQuoin State Fair for the period ending September 30, 2022. |
| Dennis Gibbons, Auditor IV | 04/04/2022 11:22 AM | Heather Powell, Managing Director, BKD LLP | No | N/A | Email and OAG Portal
Heather: Hpowell-at-bkd.com Dennis: dgibbons-at-auditor.illinois.gov | Email and OAG Portal | Heather shared the signed FY22 TRS contracts over the portal. |
| Jeanne Michaud, Auditor V | 04/04/2022 12:15 PM | Chad Lucas, Partner, Sikich | No | N/A | Email: Chad.lucas-at-sikich.com
jmichaud-at-auditor.illinois.gov | I sent an e-mail to Chad letting him know we accepted his firm's proposed hours and rates for the FY20 audits of ROE 19 and ROE 34. | |
| Stacie Sherman, Auditor IV | 04/04/2022 01:59 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | Emails between 1:59 pm and 3:23 pm | Steven sent me the signed contracts for the FY22 financial audit, single audit, and compliance examination of Western Illinois University. | |
| Janis VanDurme, HHS Audit Manager | 04/04/2022 03:16 PM | Stella Santos, Adelfia LLC Managing Partner | No | None | OAG File Sharing Site | N/A | Mx Santos sent me the signed contracts for the Department of Insurance FY21/22 State Compliance Examination. |
| Reddy Bommareddi, Information Specialist V | 04/04/2022 04:24 PM | Tes Sy, Partner, Roth & Co., LLP | No | N/A | Email: Tes: Msy-at-rothcocpa.com; Reddy: Rbommareddi-at-auditor.illinois.gov | N/A | Tes emailed me the proposal documents for the Illinois Conservation Foundation's financial audit for FY22. |
| Megan Green, Auditor V | 04/05/2022 08:22 AM | Amy Sherwood, Partner, Sikich | No | N/A | OAG File Sharing Site | N/A | I informed Amy that the OAG had accepted the firm’s informal proposal for the FY22 financial audit and FY21/22 compliance examination of the Capital Development Board, and I shared with her the contracts for firm review and signature. |
| Jennifer Rankin, Auditor IV | 04/05/2022 08:42 AM | Jennifer Rankin, Audit Manager, OAG | No | Joseph Evens, Partner, RSM US LLP
Erik Ginter, Auditor, RSM US LLP | Email:
Joseph Evens - Joseph.Evans- at -rsmus.com Erik Ginter - Erik Ginter- at -rsmus.com | N/A | Firm provided the OAG Manager its informal proposal documents. |
| Megan Green, Auditor V | 04/05/2022 10:05 AM | Amy Sherwood, Partner, Sikich | No | N/A | OAG Portal | N/A | I received the signed contract for the FY22 Financial Audit and FY21/22 Compliance Examination of the Capital Development Board. |
| Thomas Kizziah, Auditor V | 04/05/2022 10:50 AM | Chuck Kozlik | No | N/A | Email
Chuck.Kozlik- at -claconnect.com tkizziah- at -auditor.illinois.gov | N/A | Chuck emailed me his proposal and associated contract forms for the upcoming engagement of the Illinois Housing Development Authority for the year ended June 30, 2022. |
| Megan Green, Auditor V | 04/05/2022 03:34 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | I sent Amy the final signed contracts for the FY22 engagements of the Department of Central Management Services. |
| Joseph Parochetti, Auditor III | 04/05/2022 03:35 PM | Adam Pulley, Partner, CLA | No | Paul King, Senior Associate, CLA | RFP Portal and Email
Adam.Pulley -at- claconnect.com Paul.King -at- claconnect.com jparochetti -at- auditor.illinois.gov | I sent Adam the final signed FY22 Illinois Gaming Board contracts. | |
| Reddy Bommareddi, Information Specialist V | 04/05/2022 04:30 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: Msy-at-rothcocpa.com; Reddy: Rbommareddi-at-auditor.illinois.gov | Tes emailed me the proposal documents for the financial audit and compliance examination of the Department of Natural Resources for FY21/FY22. | |
| Dennis Gibbons, Auditor IV | 04/06/2022 07:25 AM | Heather Powell, Managing Director, BKD LLP | No | Email and OAG Portal
Heather: Hpowell-at-bkd.com Dennis: dgibbons-at-auditor.illinois.gov | I informed Heather that the FY22 TRS engagement contracts had been finalized, and I shared the finalized contracts with her over the OAG Portal. | ||
| Janis VanDurme, HHS Audit Manager | 04/06/2022 08:22 AM | Amy Sherwood, Sikich LLP Partner | No | N/A | OAG File Sharing Site | N/A | I sent Mx. Sherwood the final, signed contracts for the HFS FY22 financial audit. |
| Thomas Kizziah, Auditor V | 04/06/2022 08:40 AM | Chuck Kozlik - Principal - CliftonLarsonAllen LLP | No | Email
Chuck.Kozlik - at - claconnect.com tkizziah- at -auditor.illinois.gov | N/A | I emailed Chuck to let him know that the OAG had accepted his recent proposal for the upcoming engagement of the Illinois Housing Development Authority for the year ended June 30, 2022. | |
| Janis VanDurme, HHS Audit Manager | 04/06/2022 09:22 AM | Stella Santos, Adelfia LLC Managing Partner | No | None | OAG File Sharing Site | N/A | I sent Mx. Santos the final, signed contracts for the FY21/22 Dept of Insurance State Compliance Examination. |
| Janis VanDurme, HHS Audit Manager | 04/06/2022 01:38 PM | Paul Pelletier, Borshnack, Pelletier & Co Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov ppelletier-at-bpc-cpa.com | N/A | Mx. Pelletier sent me the final documents needed to finalize contract negotiations of the FY21/22 State Compliance Examination of the Department on Aging. |
| Dan Nugent, Technical Specialist | 04/06/2022 02:15 PM | Epifanio Sadural, Partner at Roth & Company, LLP | No | Ivory Pineda, Supervisor at Roth & Company, LLP | E-Mail
Mr. Sadural: esadural - at - rothcocpa.com Ms. Pineda: ipineda - at - rothcocpa.com Mr. Nugent: dnugent - at - auditor.illinois.gov | I submitted proposed dates to complete the Fiscal Year 2021 and Fiscal Year 2022 financial audits of the Self-Insurers Security Fund. I inquired of Mr. Sadural and Ms. Pineda whether, assuming officials at the Illinois Workers' Compensation Commission were able to complete their work timely, if these dates would work for Roth & Company, LLP. | |
| Quentin Kuntzman, Auditor III | 04/07/2022 07:55 AM | Amy Sherwood, Partner, Sikich LLP | No | Email/OAG File Sharing Site
Amy.Sherwood-at-sikich.com Qkuntzman-at-auditor.illinois.gov | I informed Amy that the OAG had accepted the firm's informal proposal for the FY22 financial audit of the Department of the Lottery's State Lottery Fund and shared the Phase I and II contracts via the OAG File Sharing Site for Amy to review and comple the contractor information. | ||
| Quentin Kuntzman, Auditor III | 04/07/2022 08:08 AM | Amy Sherwood, Partner, Sikich LLP | No | Email/OAG File Sharing Site
Amy.Sherwood-at-sikich.com Qkuntzman-at-auditor.illinois.gov | Amy provided the firm's signed Phase I and Phase II contracts for the FY22 Financial Audit of the Department of the Lottery's State Lottery Fund via the OAG File Sharing Site. | ||
| Peggy Hartson, Auditor V | 04/07/2022 10:24 AM | Amy Sherwood, Partner Sikich LLP | No | OAG Portal/email | N/A | Amy updated the informal proposal for EIU | |
| Janis VanDurme, HHS Audit Manager | 04/07/2022 01:50 PM | Bill Sarb, Partner RSM US LLP | No | None | Phone:
Van Durme: 217-782-XXXX Sarb: 847-909-XXXX | 7 minutes | Mr. Sarb contacted me to ask me some questions he had regarding the draft of the firm's informal proposal of the FY21/22 and FY22 Department of Revenue State Compliance Examination and Financial Statement Audit. |
| Kathy Lovejoy, Principal of IS Audits | 04/07/2022 04:41 PM | Michael Lawler, Partner, West & Company | No | none | Sent signed ISP contracts to Mike. | ||
| Dan Nugent, Technical Specialist | 04/07/2022 05:11 PM | Epifanio Sadural, Partner at Roth & Company, LLP | No | Ivory Pineda, Supervisor at Roth & Company, LLP | Phone
Mr. Sadural and Ms. Pineda - (224) 806-XXXX Mr. Nugent - (815) 405-XXXX | 16 Minutes | Mr. Sadural and Ms. Pineda called me to discuss the timetable for the Fiscal Year 2021 and Fiscal Year 2022 financial audits of the Self-Insurers Security Fund at the Illinois Workers' Compensation Commission. Mr. Sadural indicated he agreed with my proposed timetable, provided Commission officials can maintain the key deadline to provide auditable financial statements and supporting records by May 13, 2022. We also discussed our plan if Commission officials are unable to meet this key deadline.
In addition, we discussed the status of the Commission's compliance examination for the two years ended June 30, 2021. We discussed wrapping up the draft findings over the next couple of weeks, so this part of the engagement is finished and only waiting for completion of the financial audit. |
| Gordon French, Information Specialist V | 04/08/2022 08:00 AM | Nathan Buse, sales agent for Wolters/Klewer | No | Email: Nathan.BuseATwolterskluwer.com | Requesting a software price for "document request tracking system" for compliance auditors. | ||
| Janis VanDurme, HHS Audit Manager | 04/08/2022 09:53 AM | Linda Abernethy, RSM US LLP Partner | No | None | Phone:
Van Durme: 217-685-XXXX Abernethy: 630-533-XXXX | 2 minutes | I told Mx. Abernethy the OAG accepted the hourly proposed rate for the FY22 DHS financial audit. |
| Jennifer Cicci, Auditor V | 04/08/2022 01:16 PM | Stella Santos, Managing Partner, Adelfia LLC | No | Gilda Priebe, Partner, Adelfia LLC; Jane Clark, Director of Financial and Compliance Division, OAG | Telephone: Ms. Santo's Mobile Phone - 1-708-369-6401 | 10 minutes | Discussion regarding change in scope of RFP 20-22. |
| Jose Roa, Auditor V | 04/08/2022 02:52 PM | Vicki Vandenberg, Partner, Plante & Moran PLLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Vicki VanDenberg Vicki.VanDenBerg-at-plantemoran.com | Firm provided contracting documents for FY22 Northeastern Illinois University engagement | ||
| Stephanie Wildhaber, Auditor IV | 04/08/2022 04:05 PM | Amy Sherwood, Partner, Sikich | No | Email:
Amy: Amy.Sherwood-at-sikich.com Stephanie: swildhaber-at-auditor.illinois.gov | I contacted Amy to let her know the proposed hours and rate were accepted for the FY22 financial audit of the Secretary of State and the draft contract would be sent to her for signature. | ||
| Stephanie Wildhaber, Auditor IV | 04/09/2022 10:06 AM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Managing Partner, Adelfia
Stella Marie Santos, Partner, Adelfia | Email
Jennifer: jsroan-at-adelfiacpas.com Mavie: mbvalera-at-adelfiacpas.com Stella: sbsantos-at-adelfiacpas.com Stephanie: swildhaber-at-auditor.illinois.gov | I received the informal proposal from Adelfia proposing to perform the FY21/22 Compliance Examination for the Department of Juvenile Justice. | |
| Kathy Lovejoy, Principal of IS Audits | 04/11/2022 07:42 AM | Elda Arriola, Partner, Roth & Company | No | None | Sent final DoIT contracts to Elda | ||
| Stephanie Wildhaber, Auditor IV | 04/11/2022 08:13 AM | Amy Sherwood, Partner, Sikich | No | Email:
Amy: Amy.Sherwood-at-sikich.com Stephanie: swildhaber-at-auditor.illinois.gov | I received the signed contract for the FY22 financial audit of the Secretary of State. | ||
| Jeanne Michaud, Auditor V | 04/11/2022 09:55 AM | Tonya Lofgren, Manager, Wipfli | No | Rory Sohn, Partner, Wipfli | Email: tlofgren-at-wipfli.com
rshoh-at-wipfli.com jmichaud-at-auditor.illinois.gov | Tonya provided an updated timetable for the amendment of ROE 4's FY18 contract. | |
| Megan Green, Auditor V | 04/11/2022 10:50 AM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | I sent Amy the final signed contracts for the FY22 Financial Audit and FY21/22 Compliance Examination of the Capital Development Board. |
| Peggy Hartson, Auditor V | 04/11/2022 01:22 PM | Amy Sherwood, Partner Sikich LLP | No | OAG Portal | N/A | I sent the EIU contracts for the firm's signature and Amy promptly returned them. | |
| Janis VanDurme, HHS Audit Manager | 04/11/2022 01:59 PM | Linda Abernethy, RSM US LLP Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov linda.abernethy-at-rsmus.com | N/A | I sent Mx. Abernethy some final questions regarding the contract negotiation of the FY22 DHS financial audit. |
| Janis VanDurme, HHS Audit Manager | 04/11/2022 02:30 PM | Josh Shugart, KEB Partner | No | None | Email:
jvandurme-at-auditor.illinois.gov joshs-at-kebcpa.com | N/A | Mx. Shugart send me revised documents and answers to my questions on the firm's informal proposal for the FY22 and FY21/22 Financial Audit and State Compliance Examination, respectively, of the Illinois State Board of Education. |
| Jeanne Michaud, Auditor V | 04/11/2022 05:31 PM | Jennifer Roan, Partner, Adelfia | No | N/A | Email - jsroan-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | Jennifer uploaded Phase 1 and and 2 contracting documents for the FY21 audit of ROE 44 to the OAG RFP portal. | |
| Janis VanDurme, HHS Audit Manager | 04/11/2022 06:35 PM | Jennifer Roan, Partner Adelfia LLC | No | Andrew Guerrero, Audit Manager Adelfia LLC
Mavie Valera, Partner Adelfia LLC | Email:
jvandurme-at-auditor.illinois.gov jsroan-at-adelfiacpas.com amguerrero-at-adelfiacpas.com mbvalera-at-adelfiacpas.com | N/A | Mx. Roan sent me proposed dates for an Amendment 2 (revised timetable only) for the FY20/21 IGIC, ISF, DSF, and Dept of Ag engagements. |
| Dennis Gibbons, Auditor IV | 04/12/2022 07:02 AM | Cathy Baumann, Partner, KPMG LLP | No | Anthony Solano, Senior Manager, KPMG LLP | Email
Cathy: Cbaumann-at-kpmg.com Anthony: Asolano-at-kpmg.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Cathy and Anthony how the FY22 ISBI informal proposal was going. I also asked them when they thought they could provide it, and whether there were any questions or concerns I could address. | |
| Stacie Sherman, Auditor IV | 04/12/2022 09:09 AM | Brandon Reed, Partner, Crowe | No | brandon.reed-at-crowe.com
ssherman-at-auditor.illinois.gov | Brandon sent me the contracting forms for the FY22 Treasurer's engagements (Fiscal Officer Responsibilities, College Savings Program, Illinois Funds). | ||
| Lisa Warden, Auditor V | 04/12/2022 10:05 AM | Amy Sherwood, Partner, Sikich | No | Phone
Lisa Warden 1-217-370-xxxx Amy Sherwood 1-217-862-xxxx | 25 minutes | Discussed staffing and negotiated details for the FY21-22 compliance examination of the Office of the Attorney General. | |
| Janis VanDurme, HHS Audit Manager | 04/12/2022 10:58 AM | Jennifer Roan, Partner Adelfia LLC | No | Andrew Guerrero, Adelfia Audit Manager
Mavie Valera, Adelfia Partner | Email:
jvandurme-at-auditor.illinois.gov jsroan-at-adelfiacpas.com amguerrero-at-adelfiacpas.com mbvalera-at-adelfiacpas.com | N/A | I sent Mx. Roan revised proposed dates for the Amendment 2s of the FY20/21 IGIC, ISF, DSF, and Dept of Ag engagements. |
| Stacie Sherman, Auditor IV | 04/12/2022 02:50 PM | Brandon Reed, Partner, Crowe | No | brandon.reed-at-crowe.com
ssherman-at-auditor.illinois.gov | I sent Brandon questions regarding the contract proposal documents and proposed hours for the FY22 Treasurer's financial audits of the Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds. | ||
| Peggy Hartson, Auditor V | 04/13/2022 07:38 AM | Amy Sherwood, Partner Sikich LLP | No | OAG portal | N/A | I uploaded the signed contracts that were filed for the firm's files. | |
| Jennifer Cicci, Auditor V | 04/13/2022 01:32 PM | Stella Santos, Managing Partner, Adelfia LLC | No | Jane Clark, Director of Financial and Compliance Audits, OAG; Terri Davis, Chief Procurement Officer and Fiscal Officer, OAG; Gilda Priebe, Partner, Adelfia LLC | Email/Memo | N/A | OAG and Adelfia, LLC signed a memo describing the circumstances surrounding the decision to change the scope of RFP 22-20, noting that the OAG agreed that it would be in the best interest of the State to negotiate a fair and reasonable contract(s) with Adelfia LLC for the two years ended June 30, 2023 rather than issuing a new Request for Proposal in FY23. The OAG would then consider the FY22/23 examination period to be the first renewal of the RFP and we would allow them to also negotiate a fair and reasonable contract(s) for the two years ended June 30, 2025 as the third and final renewal before once again issuing a Request for Proposal. |
| Dennis Gibbons, Auditor IV | 04/13/2022 02:12 PM | Anthony Solano, Senior Manager, KPMG LLP | No | Email
Anthony: Asolano-at-kpmg.com Dennis: dgibbons-at-auditor.illinois.gov | I followed up with Anthony on my inquiry from 4/12/22 about the progress of the FY22 ISBI informal proposal. | ||
| Dennis Gibbons, Auditor IV | 04/13/2022 02:33 PM | Cathy Baumann, Partner, KPMG LLP | No | Anthony Solano, Senior Manager, KPMG LLP
Courtney Dzierwa, Statewide Single Audit Manager, OAG | Email
Cathy: Cbaumann-at-kpmg.com Anthony: Asolano-at-kpmg.com Dennis: dgibbons-at-auditor.illinois.gov Courtney: cdzierwa-at-auditor.illinois.gov | Cathy emailed Courtney and myself to update us on the firm’s work on the informal proposals for the FY22 Statewide Single Audit and the FY22 Illinois State Board of Investment audit. She inquired about availability next week for a call, and I provided my dates/times of availability. | |
| Dennis Gibbons, Auditor IV | 04/13/2022 04:04 PM | Anthony Solano, Senior Manager, KPMG LLP | No | Email
Anthony: Asolano-at-kpmg.com Dennis: dgibbons-at-auditor.illinois.gov | Anthony responded to my inquiry about the FY22 ISBI informal proposal. | ||
| Dennis Gibbons, Auditor IV | 04/14/2022 08:28 AM | Anthony Solano, Senior Manager, KPMG LLP | No | Email
Anthony: Asolano-at-kpmg.com Dennis: dgibbons-at-auditor.illinois.gov | I responded to Anthony about the FY22 ISBI informal proposal and asked about setting up a time next week to discuss with his firm. | ||
| Jose Roa, Auditor V | 04/14/2022 11:55 AM | Vicki Vandenberg, Partner, Plante & Moran PLLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Vicki VanDenberg Vicki.VanDenBerg-at-plantemoran.com | Provided comments on contract documents for FY22 Northeastern Illinois University to the firm. | ||
| Janis VanDurme, HHS Audit Manager | 04/15/2022 04:15 AM | Jennifer Roan, Partner Adelfia LLC | No | Andrew Guerrero, Adelfia LLC Manager
Mavie Valera, Adelfia LLC Manager | Email
Guerrero, amguerrero-at-adelfiacpas.com Valera, mbvalera-at-adelfiacpas.com Roan, jsroan-at-adelfiacpas.com Van Durme, jvandurme-at-auditor.illinois.gov | N/A | Agreed on the proposed dates for the 2nd contract amendments for the IGIC, DoAg, ISF, and DSF FY21/22 State Compliance Examinations and the IGIC FY21/22 Financial Audit. |
| Jeanne Michaud, Auditor V | 04/15/2022 04:31 AM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia
Stella Santos, Partner, Adelfia | Email: jsroan-at-adelfia.com
mbvalera-at-adelfia.com sbsantos-at-adelfia.com jmichaud-at-auditor.illinois.gov | Jennifer emailed revised timetables for amendments for the 6/30/21 audits of ROE 9,17, 21 and 28. | |
| Dennis Gibbons, Auditor IV | 04/15/2022 07:52 AM | Joe Evans, Partner, RSM US LLP | No | Email and OAG Portal
Joe: Joseph.Evans-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I shared with Joe the contract amendment for the FY21 Dept. of Employment Security engagement for review and signature (amending contract timetables). | ||
| Dennis Gibbons, Auditor IV | 04/15/2022 09:10 AM | Joe Evans, Partner, RSM US LLP | No | Email and OAG Portal
Joe: Joseph.Evans-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Joe signed and submitted to me the FY21 Dept. of Employment Security contract amendment. | ||
| Reddy Bommareddi, Information Specialist V | 04/15/2022 02:36 PM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | Email: Leilani: Lrodrigo-at-rothcocpa.cpom; Reddy: Rbommareddi-at-auditor.illinois.gov | - | I emailed Leilani the welcome letter for FY22 financial, single audit and compliance examination for Chicago State University. |
| Janis VanDurme, HHS Audit Manager | 04/17/2022 08:06 AM | Linda Abernethy, RSM US LLP Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the contracts for the DHS FY22 Financial Audit for its review and signatures. |
| Janis VanDurme, HHS Audit Manager | 04/17/2022 08:11 AM | Josh Shugart, KEB Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the ISBE FY22 Financial Audit and FY21/22 State Compliance Examination contracts for its review and signatures. |
| Janis VanDurme, HHS Audit Manager | 04/18/2022 08:05 AM | Linda Abernethy, RSM US LLP Partner | No | None | OAG File Sharing Site | N/A | The firm sent the signed contracts for the DHS FY22 Financial Audit. |
| Jennifer Rankin, Auditor IV | 04/18/2022 09:19 AM | Joseph Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US, LLP
Erik Ginter, Auditor, RSM US, LLP | Email:
Jennifer Rankin: jrankin- at -auditor.illinois.gov Joseph Evans: Joseph.Evans- at -rsmus.com Dan Sethness: Dan.Sethness- at -rsmus.com Erik Ginter: Erik.Ginter- at -rsmus.com | N/A | Re-negotiated proposal terms. |
| Janis VanDurme, HHS Audit Manager | 04/18/2022 11:07 AM | Josh Shugart, KEB Partner | No | None | OAG File Sharing Site | N/A | The firm sent the signed contracts for the ISBE FY22 Financial Audit and FY21/22 State Compliance Examination. |
| Dennis Gibbons, Auditor IV | 04/18/2022 01:33 PM | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Manager, RSM US LLP | Email and OAG Portal
Joe: Joseph.Evans-at-rsmus.com Dan: Dan.Sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I shared the signed FY21 IDES Phase II contract amendment with Joe via the OAG portal, and I sent Joe and Dan and email to notify them. | |
| Jennifer Rankin, Auditor IV | 04/18/2022 01:51 PM | Joseph Evans, Partner, RSM US LLP | No | None | OAG File Sharing Portal | N/A | Firm sent the OAG Manager new proposal documents. |
| Gordon French, Information Specialist V | 04/19/2022 08:10 AM | Michael McVey | No | Email: M_McVe-AT-foxitsoftware.com | Requested quote for annual FoxIt .pdf support | ||
| Jose Roa, Auditor V | 04/19/2022 10:30 AM | Vicki Vandenberg, Partner, Plante & Moran PLLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Vicki VanDenberg Vicki.VanDenBerg-at-plantemoran.com | Firm provided updated contract documents for FY22 Northeastern Illinois University engagement. | ||
| Jennifer Rankin, Auditor IV | 04/19/2022 10:53 AM | Joseph Evans, Partner, RSM US LLP | No | None | OAG File Sharing Portal | N/A | OAG Manager sent the firm the contracts to sign. |
| Janis VanDurme, HHS Audit Manager | 04/19/2022 10:59 AM | Linda Abernethy, RSM US LLP Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the final, signed contracts for the DHS FY22 Financial Audit. |
| Jennifer Rankin, Auditor IV | 04/19/2022 12:27 PM | Joseph Evans, Partner, RSM US LLP | No | None | OAG File Sharing Portal | N/A | Firm sent the OAG Manager the firm-signed contracts. |
| Stacie Sherman, Auditor IV | 04/19/2022 04:36 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | gbpriebe-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | emails over 4 minutes | I sent Gilda the suggested amendment dates for the FY20/21 compliance examination of the Abraham Lincoln Presidential Library and Museum. She agreed with the dates. |
| Janis VanDurme, HHS Audit Manager | 04/20/2022 09:07 AM | Josh Shugart, KEB Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the final, signed ISBE FY22 Financial Audit and FY21/22 State Compliance Examination contracts. |
| Jennifer Rankin, Auditor IV | 04/20/2022 09:09 AM | Joseph Evans, Partner, RSM US LLP | No | None | OAG File Sharing Portal | N/A | The OAG Manager sent the firm the completed contract. |
| Janis VanDurme, HHS Audit Manager | 04/20/2022 09:40 AM | Paul Pelletier, Borshnack, Pelletier & Co Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the FY21/22 Dept on Aging State Compliance Examination contracts for its review and signature. |
| Dennis Gibbons, Auditor IV | 04/20/2022 10:00 AM | Cathy Baumann, Partner, KPMG LLP | No | Anthony Solano, Senior Manager, KPMG LLP
Courtney Dzierwa, Statewide Single Audit Manager, OAG | MS Teams Meeting | 20 minutes | Cathy and Anthony discussed recent changes to KPMG’s documentation tools/software and use of a third-party firm to provide certain specific services related to audit engagements. Cathy said she would provide us with more information which could be shared with the OAG front office for consideration in terms of contracting for the FY22 Statewide Single Audit and the FY22 Illinois State Board of Investment audit. |
| Reddy Bommareddi, Information Specialist V | 04/20/2022 12:09 PM | Jojo Sadural, Partner, Roth & Co., LLP | No | None | Email: JoJo: Esadural-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | N/A-Email | I have uploaded the Law Enforcement Training and Standards Board contacts for FY22 compliance examination into the OAG portal for firm signatures. |
| Reddy Bommareddi, Information Specialist V | 04/20/2022 12:09 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: Msy-at-rothcocpa.com, Reddy:Rbommareddi-at-auditor.illinois.com | None, email | I have uploaded the Department of Natural Resources contacts for FY22 financial and compliance examination into the OAG portal for firm signatures. |
| Reddy Bommareddi, Information Specialist V | 04/20/2022 12:09 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: Msy-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | N/A, email | I have uploaded the Conservation Foundation contacts for FY22 financial audit into the OAG portal for firm signatures. |
| Reddy Bommareddi, Information Specialist V | 04/20/2022 12:44 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: Msy-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | Tes uploaded into the OAG portal the signed contracts of FY22 audits for the Conservation Foundation and Department of Natural Resources. | |
| Logan Jones, Information Services Specialist IV | 04/21/2022 08:00 AM | Daniel Culleton, Security Specialist, N-able | No | MS Teams/Voice | 23 minutes | Daniel directed me to public demos for N-able's next-generation antivirus. I requested additional contact regarding their Help Desk and Security Event Management software. | |
| Jose Roa, Auditor V | 04/21/2022 10:05 AM | Vicki Vandenberg, Partner, Plante & Moran PLLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Vicki VanDenberg Vicki.VanDenBerg-at-plantemoran.com | Provided and received back contracts for FY22 Northeastern Illinois University. | ||
| Reddy Bommareddi, Information Specialist V | 04/21/2022 01:22 PM | Jojo Sadural, Partner, Roth & Co., LLP | No | N/A | Email: JoJo: Esadural-at-rothcocpa.cpm; Reddy: RBommareddi-at-auditor.illinois.gov | JoJo uploaded into the OAG portal the signed contract of FY22 compliance examination for the Law Enforcement Training and Standards Board. | |
| Jeanne Michaud, Auditor V | 04/21/2022 03:29 PM | Stella Marie Santos, Partner Adelfia | No | N/A | Email - Sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I shared the signed contract amendment for ROE 9 to the OAG RFP portal | |
| Jeanne Michaud, Auditor V | 04/21/2022 03:30 PM | Stella Santos, Partner, Adelfia | No | N/A | Email: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract amendment for ROE 17 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 04/21/2022 03:31 PM | Stella Santos, Partner, Adelfia | No | N/A | Email: sbsantos-at-adelfiacpas.com
jmichaud -at-auditor.illinois.gov | I uploaded the signed contract amendment for the 6/30/21 audit of ROE 21 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 04/21/2022 03:32 PM | Stella Santos, Partner, Adelfia | No | N/A | Email: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the signed contract for amendment for the 6/30/21 audit of ROE #28 to the OAG RFP portal. | |
| Jeanne Michaud, Auditor V | 04/21/2022 03:34 PM | Stella Santos, Partner, Adelfia | No | N/A | Email: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the Phase 1 and 2 6/30/21 contracts for ROE 44's audit to the OAG RFP portal. | |
| Stephanie Wildhaber, Auditor IV | 04/22/2022 08:54 AM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Managing Partner, Adelfia
Stella Marie Santos, Partner, Adelfia | Email
Stephanie - swildhaber-at-auditor.illinois.gov Jennifer - jsroan-at-adelfiacpas.com Mavie - mbvalera-at-adelfiacpas.com Stella - sbsantos-at-adelfiacpas.com | Jennifer asked if there is anything else we need to process the FY21/22 Department of Juvenile Justice compliance examination contract. | |
| Janis VanDurme, HHS Audit Manager | 04/22/2022 09:37 AM | Linda Abernethy, RSM US LLP Partner | No | Tom Leach, Sikich LLP Partner
Bill Sarb, RSM US LLP Partner Josh Shugart, KEB Partner | Email:
Tom Leach, Tom.Leach-at-sikich.com Bill Sarb, Bill.Sarb-at-rsmus.com Josh Shugart, JoshS-at-kebcpa.com Linda Abernethy, Linda.Abernethy-at-rsmus.com Van Durme, jvandurme-at-auditor.illinois.gov | N/A | Sent the firms on the FY21 IDOR, DHS, ISBE, and HFS financial statement audits notice that a contract amendment will need to be performed. The firms were told to provide proposed revised timelines for the financial statement audits (and State compliance examination if one was being performed). |
| Stephanie Wildhaber, Auditor IV | 04/22/2022 09:39 AM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Managing Partner, Adelfia
Stella Santos, Partner, Adelfia | Email
Stephanie - swildhaber-at-auditor.illinois.gov Jennifer - jsroan-at-adelfiacpas.com Mavie - mbvalera-at-adelfiacpas.com Stella - sbsantos-at-adelfiacpas.com | I responded to Jennifer's email and informed her the contract for the FY21/22 Department of Juvenile Justice compliance examination had been submitted for review and there was nothing needed from Adelfia at this time. | |
| Dennis Gibbons, Auditor IV | 04/22/2022 09:45 AM | Joe Evans, Partner, RSM US LLP | No | Bill Sarb, Partner, RSM US LLP | Email
joseph.evans-at-rsmus.com bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov | I sent Joe and Bill my suggested revised engagement timetable dates for the FY21 SERS, JRS, and GARS contract amendments, and asked for feedback on feasibility. | |
| Jose Roa, Auditor V | 04/22/2022 10:07 AM | Christine Torres, Partner, Crowe LLP | No | Email
Jose Roa jroa-at-auditor.illinois.gov Christine Torres Christine.Torres-at-crowe.com | Proposed revised dates for phase II contract of the FY21 Illinois Student Assistance Commission. | ||
| Janis VanDurme, HHS Audit Manager | 04/22/2022 10:13 AM | Stella Santos, Adelfia LLC Managing Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the 2nd contract amendments for the IGIC, DoAg, ISF, and DSF FY21/22 State Compliance Examinations and the IGIC FY21/22 Financial Audit for its review and signatures. |
| Janis VanDurme, HHS Audit Manager | 04/22/2022 10:14 AM | Paul Pelletier, Borshnack, Pelletier & Co Partner | No | None | OAG File Sharing Site | N/A | The firm sent me the signed contracts for the FY21/22 Dept on Aging State Compliance Examination. |
| Jose Roa, Auditor V | 04/22/2022 10:38 AM | Marites Sy, Partner, Roth & Co. | No | Email
Jose Roa jroa-at-auditor.illinois.gov Marites Sy Msy-at-rothcocpa.com | Proposed revised dates to amend FY21 Northeastern Illinois University phase II contract. | ||
| Jose Roa, Auditor V | 04/22/2022 10:40 AM | Paul Pelletier, Boarschnack, Pelletier & Co. | No | Email
Jose Roa jroa-at-auditor.illinois.gov Paul Pelletier PPelletier-at-bpc-cpa.com | Proposed revised dates for phase II contract of the FY21 Governors State University engagement. | ||
| Megan Green, Auditor V | 04/22/2022 12:04 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | Email:
Amy.Sherwood-at-sikich.com MGreen-at-auditor.illinois.gov | N/A - Email | I let Amy know we will have to amend the contract for the FY21 Financial Audit of the Capital Development Board. I proposed revised dates to her and asked for her feedback. |
| Megan Green, Auditor V | 04/22/2022 12:04 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | Email:
Amy.Sherwood-at-sikich.com MGreen-at-auditor.illinois.gov | N/A - Email | Discussion of the due date of the final report for the contract amendment for the FY21 financial audit of the Capital Development Board. |
| Megan Green, Auditor V | 04/22/2022 12:06 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | Email:
Amy.Sherwood-at-sikich.com MGreen-at-auditor.illinois.gov | N/A - Email | Amy I agreed on an amended timetable for the FY21 Financial Audit of the Capital Development Board. |
| Dennis Gibbons, Auditor IV | 04/22/2022 12:29 PM | Joe Evans, Partner, RSM US LLP | No | Bill Sarb, Partner, RSM US LLP | Email and OAG Portal
joseph.evans-at-rsmus.com bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov | I shared with Joe the contract amendments for the FY21 SERS, JRS, and GARS engagements via the OAG Portal. I emailed Joe and Bill to inform them of this and to provide instructions for review, signature, and return of the amendments. | |
| Dan Nugent, Technical Specialist | 04/22/2022 12:35 PM | Epifanio Sadural, Partner at Roth & Company, LLP | No | None | E-Mail
Epifanio Sadural: esadural-at-rothcocpa.com Daniel J. Nugent: dnugent-at-auditor.illinois.gov | I sent Mr. Sadural the Welcome Letter for the Fiscal Year 2022 Financial Audit of the Self-Insurers Security Fund at the Illinois Workers' Compensation Commission. | |
| Stephanie Wildhaber, Auditor IV | 04/22/2022 01:10 PM | Amy Sherwood, Partner, Sikich | No | Danielle Caldwell, Senior Manager, Sikich | Email
Stephanie - swildhaber-at-auditor.illinois.gov Amy - amy.sherwood-at-sikich.com Danielle - danielle.caldwell-at-sikich.com | I contacted Amy and notified her we need to process an amendment to the FY21 Financial Audit and FY21/22 Compliance Examination of the Secretary of State to extend the delivery dates of the final reports. I asked Amy to provide her thoughts on when she anticipated the reports could be provided. | |
| Stephanie Wildhaber, Auditor IV | 04/22/2022 01:20 PM | Amy Sherwood, Partner, Sikich | No | Danielle Caldwell, Senior Manager, Sikich | Email
Stephanie - swildhaber-at-auditor.illinois.gov Amy - amy.sherwood-at-sikich.com Danielle - danielle.caldwell-at-sikich.com | Amy responded with her thoughts on amended delivery dates of the reports for the FY21 Financial Audit and FY21/22 Compliance Examination of the Secretary of State. | |
| Lisa Warden, Auditor V | 04/22/2022 02:41 PM | Amy Sherwood, Partner, Sikich | No | Lisa Warden 217-370-xxxx
Amy Sherwood 217-862-xxxx | 9 minutes | Discussed standard rate for supervisors and phase I and II fee/hours for the FY21/22 compliance examination of the Office of the Attorney General. | |
| Reddy Bommareddi, Information Specialist V | 04/22/2022 03:40 PM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | Email: Leilani: LRodirgo-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | I have uploaded to the OAG portal the CSU FY21 contract amendment for firm signatures. | |
| Lisa Warden, Auditor V | 04/24/2022 07:31 PM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Email
Lisa: lwarden - at - auditor.illinois.gov Vicki: Vicki.VanDenBerg - at - plantemoran.com Steven: Steven.Bishop - at - plantemoran.com | N/A - email | OAG manager sent contracting forms and welcome letter to the firm and asked for the firm's informal proposal on the FY22 financial and single audit and compliance examination of Southern Illinois University. |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 09:00 AM | Bill Sarb, Partner RSM US LLP | No | Linda Abernethy, RSM US LLP Partner | Email
Abernethy, Linda.Abernethy-at-rsmus.com Sarb, Bill.Sarb-at-rsmus.com Van Durme, jvandurme-at-auditor.illinois.gov | N/A | The firm sent the proposed dates for the IDOR FY21 Financial Audit contract amendment. |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 09:01 AM | Stella Santos, Adelfia LLC Managing Partner | No | None | OAG File Sharing Site | N/A | The firm sent the signed 2nd contract amendments for the IGIC, DoAg, ISF, and DSF FY21/22 State Compliance Examinations and the IGIC FY21/22 Financial Audit. |
| Stacie Sherman, Auditor IV | 04/25/2022 09:17 AM | Stella Santos, Partner, Adelfia | No | Gilda Priebe, Partner, Adelfia | sbsantos-at-adelfiacpas.com
gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | Emails over 7 minutes | I sent the ALPLM FY20/21 contract amendment to the Stella for her signature. She returned the signed contract amendment. |
| Lisa Warden, Auditor V | 04/25/2022 09:23 AM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Email
Lisa: lwarden - at - auditor.illinois.gov Vicki: Vicki.VanDenBerg - at - plantemoran.com Steven: Steven.Bishop - at - plantemoran.com | N/A - email | Partner agreed to proposed amended timetable dates for the FY21 audit of Southern Illinois University. |
| Megan Green, Auditor V | 04/25/2022 09:30 AM | Amy Sherwood, Partner, Sikich LLP | No | N/A | Email:
Amy.Sherwood-at-sikich.com MGreen-at-auditor.illinois.gov | N/A - Email | I provided a suggested amended timetable for the FY21 DCMS engagements and asked Amy to provide feedback. |
| Stacie Sherman, Auditor IV | 04/25/2022 09:41 AM | Stella Santos, Partner, Adelfia | No | Ana Ausan, Partner, Adelfia | sbsantos-at-adelfiacpas.com
arausan-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | Stella sent back updated contract amendment dates for the FY21 financial audit, single audit and compliance examination of Western Illinois University. | |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 09:42 AM | Linda Abernethy, RSM US LLP Partner | No | None | Email:
Abernethy, Linda.Abernethy-at- rsmus.com Van Durme, jvandurme-at-auditor.illinois.gov | N/A | The firm provided proposed dates for the DHS FY21 Financial Audit and FY21/22 State Compliance Examination for the contract amendment. |
| Megan Green, Auditor V | 04/25/2022 09:43 AM | Amy Sherwood, Partner, Sikich LLP | No | N/A | Email:
Amy.Sherwood-at-sikich.com MGreen-at-auditor.illinois.gov | N/A - Email | Amy stated she agreed with my suggested amended dates for the timetables for the FY21 engagements of the Department of Central Management Services. |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 09:52 AM | Paul Pelletier, Borshnack, Pelletier & Co Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the final, signed contracts for the FY21/22 Dept on Aging State Compliance Examination. |
| Stephanie Wildhaber, Auditor IV | 04/25/2022 09:55 AM | Amy Sherwood, Partner, Sikich | No | N/A | Email
Stephanie - swildhaber-at-auditor.illinois.gov Amy - amy.sherwood-at-sikich.com | Sent the amendment of the FY21 Financial Audit and FY21/22 Compliance Examination of the Secretary of State contract to Amy for her signature. | |
| Miranda Karger, Information Specialist IV | 04/25/2022 10:00 AM | Amy Sherwood, Partner, Sikich LLP | No | OAG File Sharing Site | I sent the signed contract to Amy Sherwood via the OAG Portal. | ||
| Janis VanDurme, HHS Audit Manager | 04/25/2022 11:10 AM | Linda Abernethy, RSM US LLP Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the contract amendment for the IDOR FY21 Financial Audit contract amendment for its review and signature. |
| Reddy Bommareddi, Information Specialist V | 04/25/2022 11:17 AM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | Email: Leilani: LRodrigo-at-rothcocpa.com; Reddy: Rbommareddi-at-auditor.illinois.gov | I have emailed Leilani notifying her Chicago State University's FY21 amended contract is ready for firm signatures. Subsequently, Leilani signed the amended contract and uploaded it to the OAG portal at 11:59am. | |
| Stacie Sherman, Auditor IV | 04/25/2022 11:42 AM | Stella Santos, Partner, Adelfia | No | sbsantos-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Stella the contract amendment for the FY21 Western Illinois University financial audit, single audit and compliance examination. | ||
| Janis VanDurme, HHS Audit Manager | 04/25/2022 11:45 AM | Linda Abernethy, RSM US LLP Partner | No | None | OAG File Sharing Site | N/A | The firm sent the signed contract amendment for the IDOR FY21 Financial Audit. |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 11:59 AM | Tom Leach, Sikich Partner | No | N/A | Phone
Van Durme, 217-782-XXXX Leach, 331_305-XXXX | 5 minutes | Discussed proposed dates for the revised timetable for the HFS FY21 Financial Audit and FY21/22 State Compliance Examination contract amendment. |
| Jose Roa, Auditor V | 04/25/2022 12:09 PM | Marites Sy, Partner, Roth & Co. | No | Email
Jose Roa jroa-at-auditor.illinois.gov Marites Sy Msy-at-rothcocpa.com | Firm confirmed dates for phase II contract of the FY21 Northeastern Illinois University engagement. | ||
| Janis VanDurme, HHS Audit Manager | 04/25/2022 12:13 PM | Linda Abernethy, RSM US LLP Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the contract amendment for the DHS FY21 Financial Audit and FY21/22 State Compliance Examination for its review and signatures. |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 12:23 PM | Linda Abernethy, RSM US LLP Partner | No | None | OAG File Sharing Site | N/A | The firm sent the signed contract amendment for the DHS FY21 Financial Audit and FY21/22 State Compliance Examination. |
| Peggy Hartson, Auditor V | 04/25/2022 12:32 PM | Tom Leach, Partner, Sikich LLP | No | Meredith Angel, Manager, Sikich LLP | Email:
Tom.leach-at-sikich.com meredith.angel-at-sikich.com pahartson-at-auditor.illinois.gov | N/A | Emailed the firm to request proposed dates for the Eastern Illinois University contract amended timetable. |
| Jose Roa, Auditor V | 04/25/2022 12:41 PM | Christine Torres, Partner, Crowe LLP | No | Email
Jose Roa jroa-at-auditor.illinois.gov Christine Torres Christine.Torres-at-crowe.com | Firm confirmed dates for phase II amendment on the FY21 Illinois Student Assistance Commission. | ||
| Megan Green, Auditor V | 04/25/2022 12:42 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | I sent Amy the contract amendment for the FY21 engagements of the Department of Central Management Services for her review and signature. |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 12:45 PM | Tom Leach, Sikich Partner | No | Amy Sherwood, Sikich Partner | Email:
Sherwood, Amy.Sherwood-at-sikich.com Leach, Tom.Leach-at-sikich.com Van Durme, jvandurme-at-auditor.illinois.com | N/A | Finalized dates for the revised timetable for the HFS FY21 Financial Audit and FY21/22 State Compliance Examination contract amendment. |
| Megan Green, Auditor V | 04/25/2022 12:53 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | Amy provided me with the signed contract amendment for the FY21 engagements of the Department of Central Management Services. |
| Stephanie Wildhaber, Auditor IV | 04/25/2022 12:55 PM | Amy Sherwood, Partner, Sikich | No | N/A | Email
Stephanie - swildhaber-at-auditor.illinois.gov Amy - amy.sherwood-at-sikich.com | Amy sent the signed amendment of the FY21 Financial Audit and FY21/22 Compliance Examination of the Secretary of State contract to me for processing. | |
| Stacie Sherman, Auditor IV | 04/25/2022 01:09 PM | Brandon Reed, Partner, Crowe LLP | No | brandon.reed-at-crowe.com
ssherman-at-auditor.illinois.gov | Continuing contract negotiations for the FY22 financial audits of the Treasurer's Office (Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds). | ||
| Stacie Sherman, Auditor IV | 04/25/2022 01:20 PM | Brandon Reed, Partner, Crowe LLP | No | brandon.reed-at-crowe.com
ssherman-at-auditor.illinois.gov | Continue negotiations for the Treasurer's FY22 financial audits. | ||
| Megan Green, Auditor V | 04/25/2022 01:29 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | I provided the contract amendment for the FY21 financial audit of the Capital Development Board for Amy's signature. |
| Janis VanDurme, HHS Audit Manager | 04/25/2022 02:04 PM | Josh Shugart, KEB Partner | No | None | Email
Shugart, JoshS-at-kebcpa.com Van Durme, jvandurme-at-auditor.illinois.gov | N/A | The firm sent proposed dates for the contract amendment for the ISBE FY21 Financial Audit. |
| Reddy Bommareddi, Information Specialist V | 04/25/2022 02:57 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: Msy-at-rothcocpa.com; Reddy: Rbommareddi-at-auditor.illinois,gov | I have uploaded to the OAG portal with attention to Tes, the signed FY22 contracts of Department of Natural Resources (financial and compliance audits) and Illinois Conservation Foundation (financial audit). | |
| Megan Green, Auditor V | 04/25/2022 02:59 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | Amy provided me with the signed contract amendment for the FY21 Financial Audit of the Capital Development Board. |
| Reddy Bommareddi, Information Specialist V | 04/25/2022 03:01 PM | Jojo Sadural, Partner, Roth & Co., LLP | No | None | Email: Jojo: Esadural-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded to the OAG portal with attention to Jojo, the signed contract of the Illinois Law Enforcement Training and Standards Board compliance examination for the two years ended 6/30/22. | |
| Peggy Hartson, Auditor V | 04/25/2022 03:47 PM | Chuck Kozlik, Principal - CliftonLarsonAllen LLP | No | None | Email and OAG portal
chuck.kozlik-at-claconnect.com pahartosn-at-auditor.illinois.gov | Emailed and sent Chuck the Department of Transportation draft amendment documents for the revised FY21 timeline for the financial audit. | |
| Peggy Hartson, Auditor V | 04/25/2022 03:48 PM | Elda Arriola, Partner, Roth & Co | No | None | Email and OAG portal
earriola-at-rothcocpa.com pahartson-at-auditor.illinois.gov | I sent email the draft amendment documents to amend the timeline for the FY21 Environmental Protection Agency financial audit. | |
| Peggy Hartson, Auditor V | 04/25/2022 04:24 PM | Elda Arriola, Partner, Roth & Co | No | None | OAG portal | Elda returned the signed contract amendments for the Environmental Protection Agency FY21 financial audit. | |
| Peggy Hartson, Auditor V | 04/25/2022 04:56 PM | Amy Sherwood, Partner Sikich LLP | No | None | Email & OAG portal
amy.sherwood-at-sikich.com pahartson-at-auditor.illinois.gov | I sent Amy the draft amendment documents for the revisions in the Eastern Illinois University financial, compliance and single audit timelines. | |
| Peggy Hartson, Auditor V | 04/25/2022 05:19 PM | Chuck Kozlik, Partner - CliftonLarsonAllen LLP | No | None | OAG portal | Chuck returned the signed contract amendment documents for the FY21 Department of Transportation financial audit. | |
| Lisa Warden, Auditor V | 04/25/2022 07:04 PM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Email
Lisa: lwarden - at - auditor.illinois.gov Vicki: Vicki.VanDenBerg - at - plantemoran.com Steven: Steven.Bishop - at - plantemoran.com | N/A - email | I proposed amended timetable dates for the financial and single audit and compliance examination of Southern Illinois University for Fiscal Year 2021. |
| Reddy Bommareddi, Information Specialist V | 04/25/2022 09:44 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: Msy-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | Tes emailed me informal proposal documents for the FY22 audit of Chicago State University. | |
| Janis VanDurme, HHS Audit Manager | 04/26/2022 07:29 AM | Amy Sherwood, Sikich LLP Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the contract amendment for the HFS FY21 Financial Audit and FY21/22 State Compliance Examination for its review and signatures. |
| Janis VanDurme, HHS Audit Manager | 04/26/2022 07:29 AM | Josh Shugart, KEB Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the contract amendment for the ISBE FY21 Financial Audit for its review and signatures. |
| Janis VanDurme, HHS Audit Manager | 04/26/2022 07:34 AM | Amy Sherwood, Sikich LLP Partner | No | None | OAG File Sharing Site | N/A | The firm sent the signed contract amendment for the HFS FY21 Financial Audit and FY21/22 State Compliance Examination. |
| Peggy Hartson, Auditor V | 04/26/2022 08:03 AM | Amy Sherwood, Partner Sikich LLP | No | None | OAG portal | Amy returned the signed contract amendment documents for the FY21 Eastern Illinois University financial, compliance, and single audit | |
| Janis VanDurme, HHS Audit Manager | 04/26/2022 08:11 AM | Josh Shugart, KEB Partner | No | None | OAG File Sharing Site | N/A | The firm sent the signed contract amendments for the ISBE FY21Financial Audit. |
| Dennis Gibbons, Auditor IV | 04/26/2022 08:38 AM | Joe Evans, Partner, RSM US LLP | No | Bill Sarb, Partner, RSM US LLP | Email
joseph.evans-at-rsmus.com bill.sarb-at-rsmus.com dgibbons-at-auditor.illinois.gov | I notified Joe and Bill that the FY21 SERS, JRS, and GARS contract amendments had been signed. I said I would provide the firm with the signed amendments when I returned to the office on 5/2/22. | |
| Jose Roa, Auditor V | 04/26/2022 10:35 AM | Vicki Vandenberg, Partner, Plante & Moran PLLC | No | Email
Jose Roa jroa-at-auditor.illinois.gov Vicki VanDenberg Vicki.VanDenBerg-at-plantemoran.com | Email and RFP sharesite
Jose Roa jroa-at-auditor.illinois.gov Vicki VanDenberg Vicki.VanDenBerg-at-plantemoran.com | Provided signed contracts for FY22 Northeastern Illinois University engagement | |
| Jose Roa, Auditor V | 04/26/2022 11:35 AM | Paul Pelletier, Boarschnack, Pelletier & Co. | No | Email
Jose Roa jroa-at-auditor.illinois.gov Paul Pelletier PPelletier-at-bpc-cpa.com | Firm confirmed dates for phase II amendment on the FY21 Governors State University engagement. | ||
| Stacie Sherman, Auditor IV | 04/26/2022 12:19 PM | Brandon Reed, Partner, Crowe LLP | No | brandon.reed-at-crowe.com
ssherman-at-auditor.illinois.gov | I sent Brandon some revisions to the contracting forms for the FY22 Treasurer's Office engagements (Fiscal Officer, College Savings Program, and Illinois Funds). | ||
| Stacie Sherman, Auditor IV | 04/26/2022 01:57 PM | Stella Santos, Partner, Adelfia | No | sbsantos-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Stella the signed contract amendments for the FY20/21 compliance examination of the Abraham Lincoln Presidential Library and Museum and the FY21 financial audit, single audit, and compliance examination of Western Illinois University. | ||
| Logan Jones, Information Services Specialist IV | 04/26/2022 02:00 PM | Daniel Culleton, Security Specialist, N-Able | No | Donna Humphries | MS Teams Voice | 28 minutes | Donna and I discussed our interest in purchasing next-generation antivirus. Daniel agreed to send us a quote and a contract. |
| Reddy Bommareddi, Information Specialist V | 04/26/2022 02:04 PM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | Email: Leilani: Lrodrigo-at-rothcocpa.com; Reddy:rbommareddi-at-auditor.illinois.gov | I have uploaded to the OAG portal, with attention to Leilani, the signed amended contract of Chicago State University for the year ended June 30, 2021. | |
| Jose Roa, Auditor V | 04/26/2022 02:14 PM | Christine Torres, Partner, Crowe LLP | No | Email and RFP Sharesite
Jose Roa jroa-at-auditor.illinois.gov Christine Torres Christine.Torres-at-crowe.com | Sent and received phase II contract amendment from firm of the FY21 Illinois Student Assistance Commission engagement. | ||
| Jose Roa, Auditor V | 04/26/2022 02:38 PM | Marites Sy, Partner, Roth & Co. | No | Email and RFP sharesite
Jose Roa jroa-at-auditor.illinois.gov Marites Sy Msy-at-rothcocpa.com | Sent and received from firm phase II contract amendment for the FY21 Northeastern Illinois University engagement. | ||
| Megan Green, Auditor V | 04/26/2022 02:56 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | I provided Amy with the final signed contract amendments for the FY21 engagements of the Department of Central Management Services. |
| Megan Green, Auditor V | 04/26/2022 02:57 PM | Amy Sherwood, Partner, Sikich LLP | No | N/A | OAG Portal | N/A | I provided Amy with the final signed contract amendment for the FY21 Financial Audit of the Capital Development Board. |
| Reddy Bommareddi, Information Specialist V | 04/26/2022 03:06 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: msy-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | Tes emailed me updated proposal documents for the financial audit, single audit and compliance examination of Chicago State University for the year ended June 30, 2022. | |
| Stephanie Wildhaber, Auditor IV | 04/26/2022 03:20 PM | Amy Sherwood, Partner, Sikich | No | N/A | Email
Stephanie - swildhaber-at-auditor.illinois.gov Amy - amy.sherwood-at-sikich.com | Sent the finalized amendment of the FY21 Financial Audit and FY21/22 Compliance Examination of the Secretary of State contract to Amy for her records. | |
| Stacie Sherman, Auditor IV | 04/26/2022 06:06 PM | Brandon Reed, Partner, Crowe LLP | No | brandon.reed-at-crowe.com
ssherman-at-auditor.illinois.gov | Brandon responded to my questions regarding the contracting forms provided for the FY22 Treasurer's audits of Fiscal Officer Responsibilities, College Savings Program and the Illinois Funds. | ||
| Jose Roa, Auditor V | 04/27/2022 09:41 AM | Paul Pelletier, Boarschnack, Pelletier & Co. | No | Email
Jose Roa jroa-at-auditor.illinois.gov Paul Pelletier PPelletier-at-bpc-cpa.com | Sent and received phase II contract amendment from firm of the FY21 Governors State University engagement. | ||
| Logan Jones, Information Services Specialist IV | 04/27/2022 09:44 AM | Daniel Culleton, Security Specialist, N-able | No | Email daniel.culleton[at]n-able.com | Informed Daniel that next-gen AV trial is underway and that we are waiting for a contract and a quote from him. | ||
| Logan Jones, Information Services Specialist IV | 04/27/2022 12:38 PM | Daniel Culleton, Security Specialist, N-able | No | Donna Humphries | I received a contract from Daniel. I forwarded it to Donna. | ||
| Stephanie Wildhaber, Auditor IV | 04/27/2022 01:44 PM | Jennifer Roan, Partner, Adelfia | No | N/A | Email
Stephanie - swildhaber-at-auditor.illinois.gov Jennifer - jsroan- at -adelfiacpas.com | N/A | I sent the Phase I and Phase II contracts for the compliance examination of the Department of Juvenile Justice to Jennifer for signature. |
| Janis VanDurme, HHS Audit Manager | 04/27/2022 02:02 PM | Stella Santos, Adelfia LLC Managing Partner | No | N/A | OAG File Sharing Site | N/A | Sent the firm the final, signed 2nd contract amendments for the FY21/22 State Compliance Examinations of the DoAg, ISF, DSF, and IGIC, and the FY21/22 Financial Audit of the IGIC. |
| Janis VanDurme, HHS Audit Manager | 04/27/2022 02:03 PM | Linda Abernethy, RSM US LLP Partner | No | No | OAG File Sharing Site | N/A | Sent the firm the final, signed contract amendments for the FY21/22 State Compliance Examination of DHS, and the FY21 Financial Audits of DHS and IDOR. |
| Janis VanDurme, HHS Audit Manager | 04/27/2022 02:04 PM | Josh Shugart, KEB Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the final, signed contract amendment for the FY21 Financial Audit of ISBE. |
| Janis VanDurme, HHS Audit Manager | 04/27/2022 02:04 PM | Amy Sherwood, Sikich LLP Partner | No | None | OAG File Sharing Site | N/A | Sent the firm the final, signed contract amendments for the FY21/22 State Compliance Examinations of HFS, and the FY21 Financial Audits of HFS. |
| Peggy Hartson, Auditor V | 04/27/2022 02:06 PM | Elda Arriola, Partner, Roth & Co | No | None | OAG portal | Elda returned the signed Environmental Protection Agency FY21 contract amendment | |
| Logan Jones, Information Services Specialist IV | 04/27/2022 03:00 PM | Daniel Culleton, Security Specialist, N-able | No | Donna Humphries | email - daniel.culleton[at]n-able.com | Requested clarification regarding contract that Daniel sent. | |
| Logan Jones, Information Services Specialist IV | 04/27/2022 03:02 PM | Daniel Culleton, Security Specialist, N-able | No | Phone call - inbound | 3 minutes | Daniel asked for clarification to my questions regarding the contract. I provided clarification. Daniel indicated that he will be contacting our customer success representative and will be responding to address the concerns I raised. | |
| Logan Jones, Information Services Specialist IV | 04/27/2022 03:18 PM | Daniel Culleton, Security Specialist, N-able | No | Donna Humphries; Shane Patacairk, Senior Partner Success Manager, N-able | email - daniel.culleton[at]n-able.com, shane.patacairk[at]n-able.com | Daniel emailed me and CC'd Shane to suggest a new timeline for renewals. I responded to lay out our goals for the timeline. | |
| Jose Roa, Auditor V | 04/27/2022 03:26 PM | Paul Pelletier, Boarschnack, Pelletier & Co. | No | Email
Jose Roa jroa-at-auditor.illinois.gov Paul Pelletier PPelletier-at-bpc-cpa.com | Provided signed phase II amendment contract to firm for FY21 Governors State University engagement. | ||
| Stephanie Wildhaber, Auditor IV | 04/27/2022 03:46 PM | Jennifer Roan, Partner, Adelfia | No | N/A | Email
Stephanie - swildhaber-at-auditor.illinois.gov Jennifer - jsroan-at-adelfiacpas.com | Jennifer sent the signed contracts for the FY21/22 compliance examination of the Department of Juvenile Justice. | |
| Jose Roa, Auditor V | 04/27/2022 03:49 PM | Marites Sy, Partner, Roth & Co. | No | Email and RFP sharesite
Jose Roa jroa-at-auditor.illinois.gov Marites Sy Msy-at-rothcocpa.com | Provided to firm signed phase II amendment contract for FY21 Northeastern Illinois University. | ||
| Logan Jones, Information Services Specialist IV | 04/28/2022 09:15 AM | Shane Patacairk, Senior Parnter Success Manager, N-able | No | Daniel Culleton, Security Specialist, N-able; Donna Humphries | Email-shane.patacairk[at]n-able.com,daniel.culleton[at]n-able.com | Shane informed me of the standard timeline for N-able contracts. I responded with information about our fiscal year and why and how it's a factor. | |
| Logan Jones, Information Services Specialist IV | 04/28/2022 12:00 PM | Daniel Culleton, N-able | No | Shane Patacairk, N-Able | MS Teams/Voice | 15 min | I informed Shane and Daniel that we need a contract amendment to include next-gen AV through the end of the FY, and that the amount due for the amendment should be easily obtainable from the submitted contract. |
| Logan Jones, Information Services Specialist IV | 04/28/2022 02:45 PM | Daniel Culleton, Security Specialist, N-able | No | Shane Patacairk, Senior Partner Success Manager, N-able;Gordon French, OAG | Reached out to let our N-able partners know that the window is rapidly closing for end-of-month procurement. They responded by sending a contract to Gordon. | ||
| Lisa Warden, Auditor V | 04/28/2022 03:00 PM | Vicki VanDenBerg, Partner, Plante Moran | No | Steven Bishop, Partner, Plante Moran | Phone
Lisa: 217-370-xxxx Vicki and Steven: 269-986-6900 | 32 minutes | Discussed pre-contacting discussion items for the FY22 audit of Southern Illinois University. |
| Logan Jones, Information Services Specialist IV | 04/28/2022 03:15 PM | Shane Patacairk, Senior Partner Success Manager, N-able | No | Donna Humphries, OAG, Daniel Culleton, N-able | Teams/Voice
shane.patacairk[at]n-able.com daniel.culleton[at]n-able.com | 30 mins | I attempted to establish a signing timeline while we waited for Donna. Donna asked her remaining questions regarding pricing and billing. |
| Courtney Dzierwa, Statewide Single Audit Manager | 04/29/2022 08:44 AM | Catherine Baumann, Partner, KPMG | No | None | Telephone
Courtney (217-971-XXXX) Catherine (708-205-XXXX) | 1 minute | I left a voicemail message for Catherine inquiring about the status of the informal proposal for the FY22 Statewide Single Audit contract. |
| Jeanne Michaud, Auditor V | 04/29/2022 09:48 AM | Carmen Sendejas, Firm Administrator, GW & Associates | No | N/A | Email: Carmen-at-cpagwa.com
jmichaud-at-auditor.illinois.gov | Carmen shared the 6/30/18 firm signed contract timetable amendment for ISC 2 to the OAG RFP portal. | |
| Lisa Warden, Auditor V | 04/29/2022 02:33 PM | Vicki VanDenBerg, Partner, Plante Moran | No | File upload to OAG file sharing site | N/A - file upload | Partner uploaded informal proposal and contracting forms proposed for the FY22 audit of Southern Illinois University. |