April 2024
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, Auditor V | 04/01/2024 07:04 AM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I shared with Amy some information regarding the OAG disclosures contract form, and let her know that I received the FY23/24 IDVA informal proposals she provided. | ||
| Dennis Gibbons, Auditor V | 04/01/2024 09:14 AM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Regarding the FY23/24 IDVA engagement, I informed Amy that the OAG would be putting a 2-3 day pause on contracting to fix issues with one of the forms. | ||
| Stephanie Wildhaber, Auditor IV | 04/01/2024 09:55 AM | Amy Sherwood, Partner, Sikich | No | Email:
Amy Sherwood: Amy.Sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I asked Ms. Sherwood if she was still interested in performing the FY24 Financial Audit of the Secretary of State. I also asked if her firm is still independent. | ||
| Stephanie Wildhaber, Auditor IV | 04/01/2024 10:03 AM | Amy Sherwood, Partner, Sikich | No | Email:
Amy Sherwood: Amy.Sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Sherwood informed me her firm is still interested in performing the FY24 Financial Audit of the Secretary of State. She also stated her firm, Sikich, is still independent. | ||
| Stephanie Wildhaber, Auditor IV | 04/01/2024 11:18 AM | Amy Sherwood, Partner, Sikich | No | Email:
Amy Sherwood: Amy.Sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.com | I sent Ms. Sherwood the Welcome Letter for the FY24 Financial Audit of the Secretary of State. | ||
| Kenneth Matthews, Auditor IV | 04/01/2024 12:46 PM | Meredith Angel, Director, Sikich LLP | No | Sara Metzger, OAG | Email
Meredith: meredith.angel-at-sikich.com Kenny: kjmatthews-at-auditor.illinois.gov Sara: smetzger-at-auditor.illinois.gov | Two emails, within 10 minutes of each other | Meredith reached out to verify the date/time for the FY24 HFS Financial Audit entrance conference and asked if we were okay with a virtual meeting. I responded yes. |
| Dennis Gibbons, Auditor V | 04/01/2024 02:41 PM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | In connection with the FY23/24 IDVA informal proposal documents, I asked Amy about the status of the firm’s renewal of its DHR public contract number, which expires soon. | ||
| Stephanie Wildhaber, Auditor IV | 04/01/2024 02:42 PM | Stella Santos, Managing Partner, Adelfia, LLC | No | Email:
Stella Santos: sbsantos-at-adelfiacpas.com Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent the Welcome Letter to Ms. Santos for the Compliance Examination of the Department of Juvenile Justice for the two years ended June 30, 2024. | ||
| Dennis Gibbons, Auditor V | 04/01/2024 03:02 PM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Amy responded to my inquiry about the firm’s DHR public contract number, and provided an email from the firm’s legal department about the number renewal. | ||
| Dennis Gibbons, Auditor V | 04/02/2024 07:50 AM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy a copy of the revised disclosure form and asked if she could complete it and resubmit it. | ||
| Dennis Gibbons, Auditor V | 04/02/2024 08:08 AM | Amy Sherwood, Partner, Sikich LLP | No | Email and Firm Secure File Sharing
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Amy provided me the updated disclosure form and attachments for the IDVA informal proposal. | ||
| Jane Clark, Audit Director | 04/02/2024 08:54 AM | Paul Pelletier, Partner Borschnack Pelletier & Co | No | n/a | Phone: Jane 217-782-0811; Paul 815-xxx-1771 | 5 minutes | Discussed JIB and LRB (RFP 24-13). Let him know the OAG had selected Borschnack Pelletier's proposal in response to the OAG competitive RFP process for the Judicial Inquiry Board for the the two years ended June 30, 2024 and the Legislative Reference Bureau for two years ended June 30, 2025. I told him I would email him the letter from the AG later today and the award notices are posted to our website. Let him know the manager for JIB would be reaching out to him in the next couple of weeks to start the contracting process. Lastly, if he has any questions though out the process, I am always available. Thanked him for their continued interest in our program. |
| Jane Clark, Audit Director | 04/02/2024 09:04 AM | Stella Santos, Partner Adelfia LLC | No | n/a | Email: Jane Clark: jclark at auditor.illinois.gov; Stella Santos: sbsantos at adelfiacpas.com | n/a | Sent Award Notice Letter for RFP 24-14 and let her know their voice mail box was full and could not accept messages. |
| Jane Clark, Audit Director | 04/02/2024 09:06 AM | Maria Balita, Marlika PLLC | No | n/a | Phone: Jane Clark 217-782-0811; Maria Balita 773-xxx-8736 | 5 minutes | Welcomed Marharlika to the OAG program. Discussed Aging and Labor (RFP 24-11). Let her know the OAG had selected Marhalika's proposal in response to the OAG competitive RFP process for the Department on Aging for the the two years ended June 30, 2024 and the Department of Labor for two years ended June 30, 2025. I told her I would email her the letter from the AG later today and the award notices are posted to our website. Let her know the manager for Aging would be reaching out to her in the next couple of weeks to start the contracting process. Lastly, if she has any questions though out the process, I am always available. Thanked her for their interest in our program and we look forward to the start of this new relationship. |
| Kenneth Matthews, Auditor IV | 04/02/2024 09:28 AM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood- at -sikich.com Kenny: kjmatthews- at -auditor.illinois.gov | Amy sent over the FY24 HFS Financial Audit informal proposal materials. | ||
| Dennis Gibbons, Auditor V | 04/02/2024 10:29 AM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 5 minutes | I asked Amy about slightly adjusting the IDVA Phase 2 fixed fee to align with the implied hourly rate for the informal proposal. Amy responded and indicated she agreed with my proposed adjustment. | |
| Stacie Sherman, Auditor V | 04/02/2024 11:43 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven the amended contract dates for the FY23 State Compliance Examination of Western Illinois University. | ||
| Reddy Bommareddi, Information Specialist V | 04/02/2024 12:06 PM | Amy Sherwood, Partner, Sikich | No | None | Email: Amy.Sherwoood-at-sikich.com; Reddy: Rbommareddi-at-auditor.illinois.gov | N/A | Amy Sherwood emailed me the informal proposal documents for FY24 Fiscal Officer and Nonfiscal Officer audits of the Office of Comptroller. |
| Lisa Warden, Auditor V | 04/02/2024 01:56 PM | Elda Arriola, Partner, Roth and Co | No | earriola - at - rothcocpa.com
lwarden - at - auditor.illinois.gov | OAG manager sent the revised disclosure form to the partner for use on the Environmental Protection Agency informal proposal. | ||
| Quentin Kuntzman, Auditor IV | 04/02/2024 02:03 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | 3 emails over 45 minutes | I contacted Adam to discuss the firm's interest and independence in performing the FY23/34 compliance examination of the Illinois Gaming Board and FY23 financial audit of the State Gaming Fund. I also noted the engagement would also include an expanded IS review. Adam confirmed the firm's interest and independence and asked if the IS review was optional or required. I thanked Adam for his reply and let him know I'd follow-up regarding his question on the IS review. I also requested Adam provide a preliminary estimate on the firm's proposed hours for Phase 1 work. | |
| Reddy Bommareddi, Information Specialist V | 04/02/2024 02:35 PM | Tes Sy, Partner, Roth & Co., LLP | No | Jojo Sadural, Partner, Roth | Email: Tes: Msy-at-rothcocpa.com; Jojo: Esadural-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | I have emailed the updated Disclosure and Conflicts Interests form to Roth & Co., LLP for FY24 audits of Law Enforcement Training and Standards Board, Department of Natural resources, IL Conservation Foundation and Chicago State University. | |
| Quentin Kuntzman, Auditor IV | 04/02/2024 03:45 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | I responded to Adam's inquiry regarding the requirement for an IS review and posed several questions/items for him to consider in determining the if other procedures performed during the course of the compliance examination and financial audit would sufficiently cover the work performed in an IS review before making a final determination. | ||
| Stacie Sherman, Auditor V | 04/02/2024 03:54 PM | Gilda Priebe, Partner, Adelfia | No | gbpriebe-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Gilda the amendment dates for the FY22/23 compliance examination of the Abraham Lincoln Presidential Library and Museum for her approval. | ||
| Stacie Sherman, Auditor V | 04/02/2024 04:23 PM | Steven Bishop, Partner, Plante Moran | No | Steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven the Welcome Letter and attachments for the FY24 Financial audit, single audit and State compliance examination of Western Illinois University. | ||
| Quentin Kuntzman, Auditor IV | 04/02/2024 05:08 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | Adam informed me the firm has the capacity to and is on board to perform the expanded IS review as part of the FY23/34 Illinois Gaming Board Engagement. | ||
| Dennis Gibbons, Auditor V | 04/03/2024 07:28 AM | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Director, Sikich LLP | Email
Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Amy and Ryan about possibly amending the engagement timetables for the FY22 SERS Census OPEB and FY23 SERS Census Pension reports, from 3/15/24 to 4/30/24. | |
| Dennis Gibbons, Auditor V | 04/03/2024 08:19 AM | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Director, Sikich LLP | Email
Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Amy agreed with my proposed amendment dates for the FY22 SERS Census OPEB and FY23 SERS Census Pension reports. | |
| Dennis Gibbons, Auditor V | 04/03/2024 08:31 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 1 minute. | I asked Bill about amending the engagement timetable for the FY22 SERS Census OPEB reports from 3/15/24 to 4/30/24. Bill agreed. | |
| Stacie Sherman, Auditor V | 04/03/2024 08:58 AM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven the contract amendment for the FY23 Western Illinois University compliance examination for his signature. | ||
| Dennis Gibbons, Auditor V | 04/03/2024 09:08 AM | Amy Sherwood, Partner, Sikich LLP | No | Email and Suralink
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy the FY23/24 IDVA contracts for review and signature over Suralink, and emailed her to notify her. | ||
| Reddy Bommareddi, Information Specialist V | 04/03/2024 09:30 AM | Tes Sy, Partner, Roth & Co., LLP | No | Jojo Sadural, Partner, Roth | Email: Tes: Msy-at-rothcocpa.com; Jojo: esadural-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | I have emailed the updated Schedule 2 form to Roth & Co., LLP for FY24 audits of Law Enforcement Training and Standards Board, Department of Natural resources, IL Conservation Foundation and Chicago State University. | |
| Reddy Bommareddi, Information Specialist V | 04/03/2024 09:34 AM | Amy Sherwood, Partner, Sikich | No | None | Email: Amy: amy.sherwood-at-sikich.com; Reddy: Rbommareddia-at-auditor.illinois.gov | I have emailed Amy Sherwood the updated Schedule 2 for the FY24 Fiscal and Nonfiscal audits of the Office of Comptroller. Amy emailed me back the updated Schedule 2 forms. | |
| Dennis Gibbons, Auditor V | 04/03/2024 09:35 AM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Amy reviewed the IDVA contracts and let me know of a needed change to add some firm-requested language. I acknowledged this and told Amy I would revise and resend the contracts. | ||
| Megan Green, Auditor V | 04/03/2024 09:47 AM | Amy Sherwood, Partner, Sikich LLP | No | N/A | N/A | I sent the contracts for the CDB FY23/24 compliance examination and FY24 financial audit to Amy for her signature. | |
| Reddy Bommareddi, Information Specialist V | 04/03/2024 09:56 AM | JoJo Sadural, Partner, Roth & Co., LLP | No | None | Email: Jojo: Esadural-at-rothcocpa.com; Reddy: RBommareddi-at-rothcocpa.com | Jojo emailed me the about proposal hours for the FY24 compliance examination of the Law Enforcement Training and Standards Board. I emailed him back concurring his estimates based on prior examination. | |
| Megan Green, Auditor V | 04/03/2024 10:17 AM | Amy Sherwood, Partner, Sikich LLP | No | N/A | N/A | Amy sent me the signed contracts for the FY24 financial audit and FY23 financial audit of the Capital Development Board. | |
| Dennis Gibbons, Auditor V | 04/03/2024 10:31 AM | Amy Sherwood, Partner, Sikich LLP | No | Email and Suralink
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy the revised IDVA contracts over Suralink and notified her via email. | ||
| Dennis Gibbons, Auditor V | 04/03/2024 10:43 AM | Amy Sherwood, Partner, Sikich LLP | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Amy provided the signed IDVA contracts. | ||
| Dennis Gibbons, Auditor V | 04/03/2024 01:06 PM | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Director, Sikich LLP | Email and Suralink
Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy the contract amendments for the FY22 SERS Census OPEB reports and the FY23 SERS Census Pension reports. | |
| Dennis Gibbons, Auditor V | 04/03/2024 01:09 PM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill the contract amendment for the FY22 SERS Census OPEB reports. | ||
| Dennis Gibbons, Auditor V | 04/03/2024 01:21 PM | Amy Sherwood, Partner, Sikich LLP | No | Suralink | Amy sent me the signed amendments for the FY22 SERS Census OPEB and FY23 SERS Census Pension engagements via Suralink. | ||
| Quentin Kuntzman, Auditor IV | 04/03/2024 01:58 PM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | 7 emails over 2 hours | I contacted Amy to discuss the firm's interest and independence in performing the FY24 financial audit of the Department's State Lottery Fund. Amy confirmed the firm’s interest in independence. I asked Amy how many hours the firm would like to use during Phase 1 of the audit. Amy provided a summary of her proposal on hours and price for the Phase 1 and Phase 2 Contracts. We negotiated and come to an agreement expectations for hours and price. | |
| Reddy Bommareddi, Information Specialist V | 04/03/2024 02:37 PM | Amy Sherwood, Partner, Sikich | No | None | Email: Amy: Amy.Sherwood-at-sikich.com; Reddy: RBommareddi-at-auditor.illinois.gov | I have emailed Amy FY24 contracts for firm signatures for the audits of Fiscal and Nonfiscal Officer Responsibilities of the Office of Comptroller. A few minutes later, Amy emailed back the signed contracts. | |
| Stacie Sherman, Auditor V | 04/03/2024 02:53 PM | Bill Sarb, partner, RSM | No | Bill Sarb - 847-909-xxxx
Stacie Sherman - 217-782-0808 | 3 minutes | I asked Bill if RSM was interested in performing the FY24 financial audit and FY23/24 compliance examination of the Illinois Department of Revenue. He said they were. He also said they were independent and there were no conflicts of interest. I also asked if he thought an extended scope information system review was useful given the additional requirements of SAS 145. He responded that he doesn't think the expanded scope review wouldn't be necessary unless there is something specific the OAG wants tested. | |
| Quentin Kuntzman, Auditor IV | 04/03/2024 03:01 PM | Amy Sherwood, Partner, Sikich LLP | No | Meredith Angel, Director, Sikich LLP | Email:
amy.sherwood-at-sikich.com meredith.angel-at-sikich.com qkuntzman-at-auditor.illinois.gov | I sent Amy and Meredith the Welcome Letter and related attachments for the FY23/24 compliance examination of the Department of Insurance. | |
| Quentin Kuntzman, Auditor IV | 04/03/2024 03:01 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | Adman responded to my inquiry regarding the firm's planned number of hours available for Phase 1 work on the FY23/24 Illinois Gaming Board Engagements. | ||
| Quentin Kuntzman, Auditor IV | 04/04/2024 08:19 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | I sent Amy the Welcome Letter and related attachments for the FY24 financial audit of the Department of the Lottery | ||
| Jose Roa, Auditor V | 04/04/2024 08:40 AM | Vicki VanDenBerg, Partner, Plante Moran PLLC | No | Called
Vicki 269-567-4618 José 312-814-4073 | 8 minutes | Called Firm to inquiry about Northeastern Illinois University FY24 financial audit, single audit, 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. | |
| Dennis Gibbons, Auditor V | 04/04/2024 08:48 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill a reminder to please sign and return the FY22 SERS Census OPEB engagement amendment that I sent him on 4/3/24. | ||
| Quentin Kuntzman, Auditor IV | 04/04/2024 08:49 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | I sent Adam the Welcome Letter and related attachments for the FY23/24 Illinois Gaming Board engagements. | ||
| Dennis Gibbons, Auditor V | 04/04/2024 08:56 AM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Bill sent me the signed FY22 SERS Census OPEB engagement amendment through Suralink and emailed me to let me know he’d done so. | ||
| Jose Roa, Auditor V | 04/04/2024 09:00 AM | Christine Torres, Partner, Crowe LLP | No | Phone:
Christine 630-706-2074 José 312-814-4073 | 8 minutes | Called Firm to inquiry about Illinois Student Assistance Commission FY24 financial audits, compliance examination, and agreed upon procedures. 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. | |
| Jose Roa, Auditor V | 04/04/2024 09:25 AM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | Called
Leilani 312-235-4703 José 312-814-4073 | 8 minutes | Called Firm to inquiry about Illinois Workers' Compensation Commission FY24 financial audit. Firm stated they were independent and interested in performing engagement. | |
| Lisa Warden, Auditor V | 04/04/2024 09:49 AM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood- at - sikich.com
LWarden - at - auditor.illinois.gov | Partner submitted revised Phase I timetable for the FY23/24 examination of the Office of the Attorney General. | ||
| Courtney Dzierwa, Statewide Single Audit Manager | 04/04/2024 11:58 AM | Cathy Baumann, Partner, KPMG LLP | No | None | Email
cbaumann -at- kpmg.com cdzierwa -at- auditor.illinois.gov | N/A - Email | Partner's confirmation of the firm's interest and independence with the FY24 Statewide Single Audit |
| Reddy Bommareddi, Information Specialist V | 04/04/2024 02:24 PM | JoJo Sadural, Partner, Roth & Co., LLP | No | None | Email: JoJo: ESaural-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | Jojo Sadural emailed the informal proposal documents for the FY24 compliance examination of the Law Enforcement Training and Standards Board. | |
| Stacie Sherman, Auditor V | 04/04/2024 02:40 PM | Leilani Rodrigo, Partner, Roth & Co. | No | Elda Arriola, Partner, Roth & Co. | Leilani Rodrigo - lrodrigo-at-rothcocpa.com
Elda Arriola - earriola-at-rothcocpa.com Stacie Sherman - ssherman-at-auditor.illinois.gov | I sent Leilani several questions regarding the proposal for the FY23/24 compliance examination of the Department of Children and Family Services. I asked for additional forms not provided, clarification on hour, and let them know of the performance audit follow ups Roth will be required to perform. | |
| Jose Roa, Auditor V | 04/04/2024 02:50 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | Called
Paul 815-933-1771 José 312-814-4073 | 8 minutes | Called Firm to inquiry about Judicial Inquiry Board FY23/24 compliance examination. Firm stated they were independent and interested in performing engagement as proposed in RFP award. Discussed some administrative items and that welcome letter will detail additional items for proposal/contracting. | |
| Dennis Gibbons, Auditor V | 04/04/2024 03:07 PM | Amy Sherwood, Partner, Sikich LLP | No | Email and Suralink
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy the final signed FY23/24 IDVA contracts over Suralink and emailed her to notify her. | ||
| Stacie Sherman, Auditor V | 04/04/2024 04:14 PM | Gilda Priebe, Partner, Adelfia | No | gbpriebe-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Gilda the contract amendment for the FY22/23 compliance examination of the Abraham Lincoln Presidential Library and Museum for signature. | ||
| Stacie Sherman, Auditor V | 04/04/2024 04:30 PM | Leilani Rodrigo, Partner, Roth & Co. | No | Elda Arriola, Partner, Roth and Co. | lrodrigo-at-rothcocpa.com
earriola-at-rothcocpa.com ssherman-at-auditor.illinois.gov | Leilani sent additional contracting forms for the FY23/24 compliance examination of the Department of Children and Family Services. | |
| Stacie Sherman, Auditor V | 04/04/2024 06:20 PM | Gilda Priebe, Partner, Adelfia | No | gbpriebe-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | Gilda sent back the signed contract amendment for the Abraham Lincoln Presidential Library and Museum FY22/23 compliance examination. | ||
| Dennis Gibbons, Auditor V | 04/05/2024 08:10 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I informed Bill that I would need to send him amendments for the FY22 GARS and JRS OPEB census engagements to amend the final delivery dates from 3/15/24 to 4/30/24. He responded and acknowledged. | ||
| Dennis Gibbons, Auditor V | 04/05/2024 08:13 AM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill the FY22 GARS and JRS census OPEB contract amendments via Suralink and notified him via email. | ||
| Dennis Gibbons, Auditor V | 04/05/2024 08:25 AM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Bill sent me the signed FY22 JRS and GARS OPEB census amendments via Suralink and notified me via email. | ||
| Dennis Gibbons, Auditor V | 04/05/2024 09:14 AM | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Director, Sikich LLP
Kenny Matthews, Audit Manager, OAG | Email
Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Kenny: kjmatthews-at-auditor.illinois.gov Dennis: dgibbons-at-auditor.illinois.gov | Emails over 20 minutes | I asked Amy and Ryan which one of them was going to be signing the FY23/24 DCEO contracts. Amy indicated that she would be signing the contracts. |
| Stacie Sherman, Auditor V | 04/05/2024 09:24 AM | Gilda Priebe, Partner, Adelfia | No | Stella Santos | gbpriebe-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | I sent the contract amendment for the Abraham Lincoln Presidential Library and Museum back because the test of the document was not recognizable. Stella had said she had issues signing the document with Entrust. | |
| Quentin Kuntzman, Auditor IV | 04/05/2024 12:43 PM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | Amy provided the firm's informal proposal for the FY23/24 compliance examination of the Department of Insurance | ||
| Megan Green, Auditor V | 04/05/2024 02:00 PM | Amy Sherwood, Partner, Sikich LLP | No | None | Email
Amy.Sherwood-at-sikich.com Mgreen-at-auditor.illinois.gov | N/A | Amy sent me the contracting documents for the FY24 Department of Central Management Services engagements. |
| Reddy Bommareddi, Information Specialist V | 04/08/2024 10:30 AM | Amy Sherwood, Partner, Sikich | No | None | Email: Amy: Amy.sherwood-at-sikich.com; Reddy: RBommareddi-at-auditor.illinois.gov | N/A | I have uploaded/emailed the signed contracts of FY24 fiscal and nonfiscal audits of the Office of Comptroller. |
| Megan Green, Auditor V | 04/08/2024 11:03 AM | Amy Sherwood, Partner, Sikich LLP | No | None | Email
Amy.Sherwood-at-sikich.com Mgreen-at-auditor.illinois.gov | N/A | I let Amy know the contract proposal amount for the Department of Central Management Services engagements for FY24 does not match to the Year 2 amount proposed in the RFP. I asked if she was ok with moving forward with the RFP rate. Amy responded at 11:09 AM that she was ok with moving forward with the RFP rate. |
| Dennis Gibbons, Auditor V | 04/08/2024 01:08 PM | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Director, Sikich LLP | Email and Suralink
Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy the signed contract amendments for the FY22 SERS OPEB census report and FY23 SERS pension census report engagements. | |
| Dennis Gibbons, Auditor V | 04/08/2024 01:11 PM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill the signed contract amendments for the FY22 SERS, JRS, and GARS OPEB census report engagements. | ||
| Kenneth Matthews, Auditor IV | 04/08/2024 02:38 PM | Ana Ausan, Partner, Adelfia | No | Email
Ana: arausan-at-adelfiacpas.com Kenny: kjmatthews-at-auditor.illinois.gov | Ana sent over the FY24 DFPR Compliance Examination Informal Proposal documents. | ||
| Quentin Kuntzman, Auditor IV | 04/08/2024 03:11 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | Adam provided the firm's informal proposal for the FY23/24 Illinois Gaming Board engagements. | ||
| Courtney Dzierwa, Statewide Single Audit Manager | 04/08/2024 03:20 PM | Cathy Baumann, Partner, KPMG LLP | No | Jason Rosheisen, Managing Director, KPMG LLP | Email
cdzierwa -at- auditor.illinois.gov cbaumann -at- kpmg.com jrosheisen -at- kpmg.com | N/A - Email | Sent Cathy and Jason the welcome letter and related materials for the FY24 Statewide Single Audit. |
| Reddy Bommareddi, Information Specialist V | 04/08/2024 04:46 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes: Msy-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | Tes and I discussed via email about the informal proposal questions and hours for FY24 audits of Chicago State University. | |
| Quentin Kuntzman, Auditor IV | 04/09/2024 09:19 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | 4 emails over the duration of 1 hour | I inquired with Amy about an inconsistency between the informal proposal documents and the RFP technical proposal documents, which awarded the firm to perform the FY23/24 Department of Insurance engagement. Amy responded to clarify the inconsistency and provided an updated Professional Staffing Data Sheet. | |
| Kenneth Matthews, Auditor IV | 04/09/2024 09:39 AM | Ana Ausan, Partner, Adelfia LLP & Stella Santos, Managing Partner, Adelfia LLP | No | Email
Ana: arausan-at-adelfiacpas.com Kenny: kjmatthews-at-auditor.illinois.gov | Email and response within 3 hours | I asked Ana & Stella whose name should be listed on the contract as signor for the FY24 DFPR Compliance Examination. Stella responded that it should be her own name. | |
| Tom Kizziah, Auditor V | 04/09/2024 09:58 AM | Dan Sethness - Partner - RSM US LLP | No | None | Suralink | N/A | Dan sent me the RSM US LLP proposal for the upcoming Illinois Finance Authority financial audit for the year ended June 30, 2024. |
| Stacie Sherman, Auditor V | 04/09/2024 10:37 AM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven the final signed amendment for the FY23 compliance examination of Western Illinois University. | ||
| Stacie Sherman, Auditor V | 04/09/2024 10:39 AM | Gilda Priebe, Partner, Adelfia | No | gbpriebe-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Gilda the final signed amendment for the FY22/23 compliance examination of the Abraham Lincoln Presidential Library and Museum. | ||
| Kenneth Matthews, Auditor IV | 04/09/2024 11:05 AM | Amy Sherwood, Partner, Sikich LLP | No | Dennis Gibbons, Auditor V, OAG | Email & Suralink
Amy: amy.sherwood-at-sikich.com Kenny: kjmatthews-at-auditor.illinois.gov Dennis: dgibbons-at-auditor.illinois.gov | Email and reply within 30 minutes | I sent Amy the FY24 DCEO contracts to be signed via Suralink and emailed her to let her know. Amy signed and sent back the contracts. |
| Kenneth Matthews, Auditor IV | 04/09/2024 01:01 PM | Amy Sherwood, Partner, Sikich LLP | No | Email & Suralink
Amy: amy.sherwood-at-sikich.com Kenny: kjmatthews-at-sikich.com | Single email | I sent Amy the FY24 HFS Financial Audit contracts for review and signature via Suralink. I then sent an email to notify her. | |
| Quentin Kuntzman, Auditor IV | 04/09/2024 01:59 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | 2 emails over 2 hours | I inquired with Adam about and proposed revisions to the engagement timelines submitted as part of the firm's informal proposal on the FY23/24 Illinois Gaming Board engagements. Adam responded, agreeing to my proposed revisions and provided revised engagement timelines. | |
| Quentin Kuntzman, Auditor IV | 04/10/2024 08:28 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | I provided Amy the FY23/24 Department of Insurance Contracts for her review and signature. | ||
| Kenneth Matthews, Auditor IV | 04/10/2024 08:47 AM | Stella Santos, Managing Partner, Adelfia LLP | No | Email & Suralink
Stella: sbsantos-at-adelfiacpas.com Kenny: kjmatthews-at-auditor.illinois.gov | Email and response within same hour | I sent Stella the FY24 DFPR contracts for her review and signature via Suralink. I followed that up with an email to inform her. Stella then sent back the signed contracts. | |
| Quentin Kuntzman, Auditor IV | 04/10/2024 09:49 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | Amy returned the FY23/24 Department of Insurance Contracts signed by the firm. | ||
| Jose Roa, Auditor V | 04/10/2024 09:52 AM | Christine Torres, Partner, Crowe LLP | No | Email
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Sent Firm welcome letter for the FY23/24 Illinois Student Assistance Commission Financial Audits, compliance examination, agreed upon procedures, and IS Review. | |
| Reddy Bommareddi, Information Specialist V | 04/10/2024 09:59 AM | Tes Sy, Partner, Roth & Co., LLP | No | Jojo Sadural, Partner, Roth | Email: Tes: msy-at-rothcocpa.com; Jojo: Esaural-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | Tes sent me the informal proposal documents for one year financial audit of capital asset account and two-year compliance examination of the Department of Natural Resources for FY24. I have proposed a few changes to the proposal documents and requested Tes to consider revising those. Subsequently, Tes sent me the revised proposal documents. | |
| Jose Roa, Auditor V | 04/10/2024 10:04 AM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | Email
ppelletier-at-bpc-cpa.com jroa-at-auditor.illinois.gov | n/a | Sent Firm welcome letter for the Judicial Inquiry Board FY23/24 compliance examination. | |
| Jose Roa, Auditor V | 04/10/2024 10:20 AM | Vicki VanDenBerg, Partner, Plante Moran PLLC | No | Email
vicki.vandenberg-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Sent Firm welcome letter for the Northeastern Illinois University FY24 financial audit, single audit, and compliance examination. | |
| Quentin Kuntzman, Auditor IV | 04/10/2024 11:06 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Phone:
Quentin Kuntzman - 217-785-3923 Adam Pulley - 309-495-8767 | 5 minutes | I spoke with Adam to further negotiate the terms of the contracts (hours and price) for the FY23/24 Illinois Gaming Board engagements based on what the firm submitted in their informal proposal. Adam proposed updated terms. I thanked Adam for the revised proposal and let him know I'd follow-up to let him know if the updated hours and price proposed will be accepted. | |
| Quentin Kuntzman, Auditor IV | 04/10/2024 11:42 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | Amy provided the firm's informal proposal for the FY24 financial audit of the State Lottery Fund. | ||
| Quentin Kuntzman, Auditor IV | 04/10/2024 11:59 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | Email and response | I informed Adam the firm revised proposal for the FY23/24 Illinois Gaming Board engagements will be accepted and requested Adam provide updated informal proposal documents based on the newly agreed terms in order to compile the related contracts. Adam provided me the updated informal proposal documents. | |
| Stacie Sherman, Auditor V | 04/10/2024 12:03 PM | Michael Lawler, Partner, West and Company | No | mlawler-at-westcpa.com
ssherman-at-auditor.illinois.gov | I sent Mike the contracts for the FY23/24 compliance examination of the Illinois Racing Board for his signature. | ||
| Jose Roa, Auditor V | 04/10/2024 02:04 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Leilani Rodrigo, Partner, Roth & Co., LLP | Email
Esadural-at-rothcocpa.com Lrodrigo-at- rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Sent Firm welcome letter for the Illinois Workers' Compensation Commission FY24 financial audit. |
| Reddy Bommareddi, Information Specialist V | 04/10/2024 03:39 PM | Tes Sy, Partner, Roth & Co., LLP | No | Jojo Sadural, Partner, Roth | Email: Tes: msy-at-rothcocpa.com; Jojo: Esadural-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | I have emailed the firm a few questions on the proposal documents and requesting them to submit an updated Schedule 2 for one year financial audit of capital asset account and two-year compliance examination of the Department of Natural Resources for FY24. Subsequently, Tes sent me the revised proposal documents. | |
| Reddy Bommareddi, Information Specialist V | 04/10/2024 05:13 PM | JoJo Sadural, Partner, Roth & Co., LLP | No | None | Email: Jojo: Esadural-at-rothcocpa.com; Reddy: RBommareddi-at-auditor.illinois.gov | Jojo emailed me the updated Disclosure form for the FY24 compliance examination of the Law Enforcement Training and Standards Board. | |
| Reddy Bommareddi, Information Specialist V | 04/10/2024 05:51 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 FY24 financial audit of the Illinois Conservation Foundation. | |
| Stacie Sherman, Auditor V | 04/11/2024 09:12 AM | Elda Arriola, Partner, Roth and Co | No | Leilani Rodrigo, Partner, Roth and Co. | EArriola-at-rothcocpa.com
LRodrigo-at-rothcocpa.com SSherman-at-auditor.illinois.gov | I sent Elda the contracts for the FY23/24 compliance examination of the Department of Children and Family Services for her signature. | |
| Quentin Kuntzman, Auditor IV | 04/11/2024 11:49 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | I provided Amy copies of the final, signed FY23/24 Department of Insurance Contracts. | ||
| Kenneth Matthews, Auditor IV | 04/11/2024 11:52 AM | Amy Sherwood, Partner, Sikich LLP | No | Email & Suralink
Amy: amy.sherwood-at-sikich.com Kenny: kjmatthews-at-auditor.illinois.gov | Email and response within 20 minutes | I sent Amy the FY23/24 DCEO Compliance Examination and FY24 HFS Financial Audit finalized contracts via Suralink. I then emailed Amy informing her. Amy confirmed that she received and had no questions/issues. | |
| Kenneth Matthews, Auditor IV | 04/11/2024 11:53 AM | Stella Santos, Managing Partner, Adelfia LLP | No | Email & Suralink
Stella: sbsantos-at-adelfiacpas.com Kenny: kjmatthews-at-auditor.illinois.gov | Single email | I sent Stella the FY23/24 DFPR Compliance Examination finalized contracts via Suralink. I followed that up with an email informing her. | |
| Stephanie Wildhaber, Auditor IV | 04/11/2024 01:25 PM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Roan sent me the informal proposal for the Department of Juvenile Justice compliance examination for the two years ended June 30, 2024. | ||
| Stephanie Wildhaber, Auditor IV | 04/11/2024 01:37 PM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I contacted Ms. Roan regarding the rate charged to complete the Department of Juvenile Justice compliance examination for the two years ended June 30, 2024. | ||
| Quentin Kuntzman, Auditor IV | 04/11/2024 01:42 PM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | 2 emails over 30 minutes | I informed Amy total hours by auditor class in the informal proposal did not agree to total hours for the audit throughout the rest of the informal proposal documents submitted. Amy responded and provided an updated breakdown of proposed hours by auditor class for the FY24 financial audit of the State Lottery Fund. | |
| Stephanie Wildhaber, Auditor IV | 04/11/2024 01:43 PM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Roan provided a revised rate to perform the compliance examination of the Department of Juvenile Justice for the two years ended June 30, 2024. | ||
| Stacie Sherman, Auditor V | 04/11/2024 01:44 PM | Bill Sarb, partner, RSM | No | bill.sarb-at-rsmus.com
ssherman-at-auditor.illinois.gov | I sent Bill the Welcome Letter and attachments for the FY24 financial audit and FY23/24 compliance examination of the Illinois Department of Revenue. | ||
| Reddy Bommareddi, Information Specialist V | 04/11/2024 02:26 PM | Tes Sy, Partner, Roth & Co., LLP | No | Epifanio Sadural, Partner, Roth | Email: Tes: msy-at-rothcocpa.com; Epifanio: esadural-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have emailed via Suralink FY24 contracts for financial and compliance examination of the Department of Natural Resources for firm signatures. Epifanio signed the contracts and sent the signed contracts back to me. | |
| Megan Green, Auditor V | 04/11/2024 02:49 PM | Amy Sherwood, Partner, Sikich LLP | No | None | Email
Amy.Sherwood-at-sikich.com mgreen-at-auditor.illinois.gov | N/A | I sent the contracts for the FY24 Department of Central Management Services engagements to Amy for her signature. Amy responded on 4/12/24 at 6:46 AM to let me know that I forgot to include a clause in Schedule 3 regarding the use of offshore resources. Also, she asked me to add in additional language in Attachment A to allow for staggered billings. On 4/15/24 at 1:06 PM I let Amy know I fixed schedule 3 and sent Attachment A for her to review. At 1:22 PM Amy responded that Schedule 3 sounds good and asked why we didn't include SEGIP in Attachment A. I responded at 1:25 PM that it was not included because it is typically the last to be completed. I told her I would proceed with processing the contract revisions. |
| Quentin Kuntzman, Auditor IV | 04/11/2024 02:54 PM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | I provided Amy the FY24 Department of the Lottery Contracts for her review and signature. | ||
| Quentin Kuntzman, Auditor IV | 04/11/2024 02:58 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | I provided Adam the FY23/24 Illinois Gaming Board contracts for his review and signature. | ||
| Stacie Sherman, Auditor V | 04/11/2024 03:14 PM | Elda Arriola, Partner, Roth and Co | No | earriola-at-rothcocpa.com
ssherman-at-auditor.illinois.gov | I sent Elda the final signed contracts for the FY23/24 compliance examination of the Department of Children and Family Services. | ||
| Stacie Sherman, Auditor V | 04/11/2024 03:15 PM | Michael Lawler, Partner, West and Company | No | mlawler-at-westcpa.com
ssherman-at-auditor.illinois.gov | I sent Mike the final signed contracts for the FY23/24 compliance examination of the Illinois Racing Board. | ||
| Quentin Kuntzman, Auditor IV | 04/11/2024 03:17 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | Adam returned the FY23/24 Illinois Gaming Board Contract signed by the firm. | ||
| Stephanie Wildhaber, Auditor IV | 04/12/2024 08:19 AM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I contacted Ms. Roan to advise her my Office agreed to the revised rate proposed to perform the compliance examination of the Department of Juvenile Justice for the two years ended June 30, 2024. | ||
| Quentin Kuntzman, Auditor IV | 04/12/2024 09:05 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | I provided Adam copies of the final, signed FY23/24 Illinois Gaming Board Contracts. | ||
| Reddy Bommareddi, Information Specialist V | 04/12/2024 09:37 AM | JoJo Sadural, Partner, Roth & Co., LLP | No | Tes Sy, Partner, Roth | Email: Jojo: esadural-at-rothcocpa.com; Tes: msy-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded via Suralink the signed contracts of FY24 audits of the Department of Natural Resources for firm files. | |
| Quentin Kuntzman, Auditor IV | 04/12/2024 10:36 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | Amy returned the FY24 Lottery Contracts signed by the firm. | ||
| Jose Roa, Auditor V | 04/12/2024 11:05 AM | Ana Ausan, Partner, Adelfia LLC | No | Phone:
Ana 312-451-7442 José 312-814-4073 | 8 minutes | Called Firm to inquiry about Governors State University FY24 financial audit, single audit, 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. | |
| Lisa Warden, Auditor V | 04/12/2024 01:02 PM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - sikich.com
LWarden - at - auditor.illinois.gov | Requested additional documentation and requested changes to the timetables for the 6/30/24 engagement of the State Board of Education. | ||
| Lisa Warden, Auditor V | 04/12/2024 01:02 PM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | Partner agreed to requested timetable revisions for the 6/30/24 State Board of Education engagement. | ||
| Lisa Warden, Auditor V | 04/12/2024 01:02 PM | Amy Sherwood, Partner, Sikich | No | Amy 217-793-3363
Lisa 217-782-9307 | 18 minutes | Negotiated terms of the 6/30/24 engagements of the Office of the Attorney General and State Board of Education. | |
| Jose Roa, Auditor V | 04/12/2024 01:44 PM | Ana Ausan, Partner, Adelfia LLC | No | Email
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Sent Firm welcome letter for the Governors State University FY24 financial audit, single audit, and compliance examination. | |
| Lisa Warden, Auditor V | 04/12/2024 01:46 PM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | OAG manager sought clarification of proposed staffing for the State Board of Education FY24 engagement. | ||
| Lisa Warden, Auditor V | 04/12/2024 01:46 PM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | Partner provided requested information/clarification for the FY24 State Board of Education engagement. | ||
| Megan Green, Auditor V | 04/15/2024 01:54 PM | Amy Sherwood, Partner, Sikich LLP | No | None | Email
Amy.Sherwood-at-sikich.com Mgreen-at-auditor.illinois.gov | N/A | I sent the contracts for the FY24 engagements of the Department of Central Management Services for Amy's signature. Amy responded at 2:16 PM with the signed contracts. |
| Stephanie Wildhaber, Auditor IV | 04/15/2024 03:04 PM | Gilda Belmonte Priebe, Partner, Adelfia, LLC | No | Email:
Gilda Belmonte Priebe: gbpriebe-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent Ms. Priebe the Welcome Letter for the FY23/24 Compliance Examination of the Illinois State Police. | ||
| Quentin Kuntzman, Auditor IV | 04/16/2024 08:04 AM | Amy Sherwood, Partner, Sikich LLP | No | Email:
amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov | I provided Amy copies of the final, signed FY24 Lottery Contracts. | ||
| Stephanie Wildhaber, Auditor IV | 04/16/2024 01:37 PM | Amy Sherwood, Partner, Sikich | No | Email:
Amy Sherwood: amy.sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Sherwood sent me the proposal documents for Sikich to perform the financial audit of the Secretary of State for the one year ended June 30, 2024. | ||
| Lisa Warden, Auditor V | 04/16/2024 02:02 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - PlanteMoran.com
LWarden - at - auditor.illinois.gov | For the one year financial and single audit and compliance examination of Southern Illinois University for FY24, I sent contracting forms and letter and asked the firm to complete consistent with their RFP technical proposal and submit for my review and preparation of contracts. | ||
| Stacie Sherman, Auditor V | 04/17/2024 01:30 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | Steven sent me the proposal documents for the FY24 financial audit, single audit and compliance examination of Western Illinois University. | ||
| Dennis Gibbons, Auditor V | 04/18/2024 08:25 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Dan some proposed amended dates for an amendment to the timeline for the FY23 IDES contracts, and asked him if the dates appeared attainable. | ||
| Dennis Gibbons, Auditor V | 04/18/2024 09:14 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Dan indicated that he believed the amended FY23 IDES timetable dates were good. | ||
| Dennis Gibbons, Auditor V | 04/18/2024 10:15 AM | Dan Sethness, Partner, RSM US LLP | No | Email and Suralink
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I shared with Dan the FY23 IDES contract amendment over Suralink and emailed him to notify him. | ||
| Lisa Warden, Auditor V | 04/18/2024 10:18 AM | Elda Arriola, Partner, Roth and Co | No | Elda 312-235-4702
Lisa 217-370-1672 | 14 minutes | Requested additional information for the informal proposal for the one year financial audit of the 270 fund and two year compliance examinations of the Environmental Protection Agency, EPA Trust Fund Commission and Petroleum Resources Board for the periods ended June 30, 2024. | |
| Dennis Gibbons, Auditor V | 04/18/2024 10:51 AM | Dan Sethness, Partner, RSM US LLP | No | Email and Suralink
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Dan sent me the signed IDES contract amendment via Suralink and emailed me to notify me. | ||
| Dennis Gibbons, Auditor V | 04/18/2024 10:01 PM | Bill Sarb, Partner, RSM US LLP | No | Suralink | Bill sent me the informal proposals for the FY24 ISBI, SERS, JRS, and GARS engagements via Suralink. | ||
| Dennis Gibbons, Auditor V | 04/19/2024 08:47 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Bill to please resubmit the partner’s certification for the FY24 ISBI informal proposal to correct an error I noted. | ||
| Jose Roa, Auditor V | 04/19/2024 09:52 AM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Firm provided contracting items for the FY24 Illinois Workers' Compensation Commission engagement. | |
| Dennis Gibbons, Auditor V | 04/19/2024 10:12 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill some questions/comments on a few areas of the FY24 SERS informal proposal that needed revision or clarification. | ||
| Dennis Gibbons, Auditor V | 04/19/2024 11:20 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Bill indicated he would provide the updated partner’s recertification for the FY24 ISBI informal proposal. | ||
| Dennis Gibbons, Auditor V | 04/19/2024 12:29 PM | Bill Sarb, Partner, RSM US LLP | No | Suralink | Bill shared an updated partner’s certification for the FY24 ISBI informal proposal over Suralink. | ||
| Dennis Gibbons, Auditor V | 04/22/2024 07:55 AM | Dan Sethness, Partner, RSM US LLP | No | Email and Suralink
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Dan the FY23 IDES contract amendment (signed by all parties) over Suralink, and emailed him to notify him. | ||
| Dennis Gibbons, Auditor V | 04/22/2024 08:39 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill a comment about submitting a revised informal proposal form for the FY24 GARS informal proposals. | ||
| Stacie Sherman, Auditor V | 04/23/2024 08:41 AM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven the contracts for the FY24 financial audit, single audit and compliance examination for Western Illinois University for his signature. | ||
| Stacie Sherman, Auditor V | 04/23/2024 09:06 AM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | Steven sent the signed contracts for the FY24 financial audit, compliance examination and single audit back to me for final approvals. | ||
| Stephanie Wildhaber, Auditor IV | 04/23/2024 09:20 AM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent Ms. Roan the contracts for the FY23/24 compliance examination of the Department of Juvenile Justice for her signature. | ||
| Stephanie Wildhaber, Auditor IV | 04/23/2024 09:25 AM | Amy Sherwood, Partner, Sikich | No | Email:
Amy Sherwood: amy.sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent Ms. Sherwood the contracts for the FY24 financial audit of the Secretary of State for her signature. | ||
| Stephanie Wildhaber, Auditor IV | 04/23/2024 10:27 AM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Roan sent me the signed contracts for the compliance examination of the Department of Juvenile Justice for the period of two years ended June 30, 2024. | ||
| Stephanie Wildhaber, Auditor IV | 04/23/2024 11:30 AM | Amy Sherwood, Partner, Sikich | No | Email:
Amy Sherwood: amy.sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Sherwood sent me the signed contracts for the FY24 Financial Audit of Secretary of State. | ||
| Stephanie Wildhaber, Auditor IV | 04/23/2024 02:23 PM | Amy Sherwood, Partner, Sikich | No | Email:
Amy Sherwood: amy.sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent the signed contracts for the FY24 Financial Audit of the Secretary of State to Ms. Sherwood. | ||
| Stacie Sherman, Auditor V | 04/23/2024 02:25 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven the final contracts for the FY24 Western Illinois University financial audit, single audit, and compliance examination. | ||
| Stephanie Wildhaber, Auditor IV | 04/23/2024 02:31 PM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent Ms. Roan the signed contracts for the FY23/24 compliance examination of Department of Juvenile Justice. | ||
| Dennis Gibbons, Auditor V | 04/24/2024 10:55 AM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill the FY24 ISBI contracts over Suralink and emailed him to notify him. | ||
| Jose Roa, Auditor V | 04/25/2024 11:05 AM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Firm provided additional information regarding sub contractor for FY24 Illinois Workers' Compensation Commission Engagement. | |
| Jose Roa, Auditor V | 04/25/2024 03:21 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email and Suralink
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Provided FY24 Illinois Workers' Compensation Commission contracts to the Firm for review and signature. | |
| Quentin Kuntzman, Auditor IV | 04/26/2024 08:25 AM | Maria Balita, Owner, Maharlika PLLC | No | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com | I sent Maria the Welcome Letter and related attachments for the FY23/24 engagement of the Department on Aging. | ||
| Stephanie Wildhaber, Auditor IV | 04/26/2024 10:40 AM | Gilda Belmonte Priebe, Partner, Adelfia, LLC | No | Email:
Gilda Belmonte Priebe: gbpriebe-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Priebe sent me the proposal documents for the FY23/24 compliance examination of the Illinois State Police. | ||
| Dennis Gibbons, Auditor V | 04/26/2024 10:51 AM | Dan Sethness, Partner, RSM US LLP | No | Email and Suralink
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Dan shared the FY24 IDES informal proposal with me over Suralink and emailed me to notify me. | ||
| Reddy Bommareddi, Information Specialist V | 04/26/2024 02:14 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 FY24 informal proposal documents for financial, single audit and compliance examination of Chicago State University. | |
| Reddy Bommareddi, Information Specialist V | 04/26/2024 04:49 PM | JoJo Sadural, Partner, Roth & Co., LLP | No | None | Email: Jojo: esadural-at-rothcocpa.com; Reddy:rbommareddi-at-auditor.illinois.gov | I have emailed Jojo to resend the revised Sch. 1 for the FY24 State compliance examination of Law Enforcement Training and Standards Board. Jojo emailed me back the updated forms. | |
| Reddy Bommareddi, Information Specialist V | 04/26/2024 04:51 PM | Tes Sy, Partner, Roth & Co., LLP | No | None | Email: Tes:msy-at-rothcocpa.com; Reddy:rbommareddi-at-auditor.illinois.gov | I have emailed Tes to revise the informal proposal documents to reflect the correct hours for the FY24 financial audit of the Illinois Conservation Foundation. | |
| Donna Humphries, Manager of IT Operations | 04/29/2024 12:00 AM | Crystal Boyd, Sales, CDS | No | Email Crystal, Boyd - cboyd -at- cdsot.com | Requested information to purchase laptop computers. | ||
| Quentin Kuntzman, Auditor IV | 04/29/2024 01:30 PM | Maria Balita, Owner, Maharlika PLLC | No | Microsoft Teams - Web conference | 30 minutes | I met with Maria to discuss the contracting process for the FY23/24 Department on Aging compliance examination and to answer any questions Maria had to help acquaint Maharlika PLLC to the OAG program. | |
| Lisa Warden, Auditor V | 04/29/2024 04:16 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | email and file transfer | Partner submitted informal proposal and contracting documents for the FY24 financial and single audit and compliance examination of Southern Illinois University. | |
| Lisa Warden, Auditor V | 04/29/2024 04:16 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | OAG manager requested additional information and revisions for the firm's informal proposal and timetables for the FY24 audit of Southern Illinois University. | ||
| Donna Humphries, Manager of IT Operations | 04/30/2024 12:00 AM | Crystal Boyd, Sales, CDS | No | email cboyd -at- cdsot.com | Completed purchase of laptop computers. | ||
| Reddy Bommareddi, Information Specialist V | 04/30/2024 09:32 AM | Tes Sy, Partner, Roth & Co., LLP | No | Elda Arroila, Partner, Roth | Email: Tes: msy-at-rothcocpa.com, Elda: earriola-at-rothcocpa.com; Reddy:rbommareddi-at-auditor.illinois.gov | I have sent the contracts for firm signatures for the financial, single audit and compliance examination of Chicago State University for the year ended June 30, 2024. Elda signed the contracts and sent me back those contracts. | |
| Reddy Bommareddi, Information Specialist V | 04/30/2024 01:39 PM | JoJo Sadural, Partner, Roth & Co., LLP | No | None | Email: JoJo: esadural-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have sent the contracts for firm signatures for the compliance examination of the Law Enforcement Training and Standards Board for the two years ended June 30, 2024. Jojo sent me back the signed contracts. |