December 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 | 12/04/2024 10:17 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Dan to provide some amended timetable dates for the IDES contract amendment. | ||
| Emily Berger, Auditor III | 12/05/2024 07:09 AM | Maria Balita, Partner, Maharlika PLLC | No | Email
Maria Balita mfbalita-at-maharlikacpa.com Emily Berger eberger-at-auditor.illinois.gov | N/A | Firm provided revised timetable for the FY24 Department on Aging compliance examination to be used in a contract amendment. | |
| Dennis Gibbons, Auditor V | 12/05/2024 09:09 AM | Dan Sethness, Partner, RSM US LLP | No | Phone
Dan: 847-421-XXXX Dennis: 217-558-XXXX | 10 minutes | Dan and I discussed the IDES Phase II amended contract dates. | |
| Dennis Gibbons, Auditor V | 12/05/2024 09:51 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Dan sent me the suggested amended dates for the IDES contract amendment. | ||
| Megan Green, Statewide Single Audit Manager | 12/05/2024 10:47 AM | Ryan Caldwell, Partner, RSM US LLP | No | Jen Katz, Partner, RSM US LLP
Crystal Bruns, Project Manager, RSM US LLP | Suralink
Ryan.Caldwell-at-rsmus.com Crystal.Bruns-at-rsmus.com Jen.Katz-at-rsmus.com | N/A | I sent the final signed continuation contract amendment #1 for the Department of Human Services FY23 Financial Audit and FY22/23 compliance examination to RSM US LLP for their files. |
| Dennis Gibbons, Auditor V | 12/05/2024 01:00 PM | 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 IDES Phase II contract amendment over Suralink and notified him over e-mail. | ||
| Dennis Gibbons, Auditor V | 12/05/2024 01:18 PM | 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 Phase II contract amendment over Suralink and notified me over e-mail. | ||
| Dennis Gibbons, Auditor V | 12/06/2024 11:12 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 signed FY24 IDES Phase 2 contract amendment over Suralink and notified him over e-mail. | ||
| Megan Green, Statewide Single Audit Manager | 12/09/2024 09:44 AM | Ryan Randolph, Director, Sikich LLP | No | Angela Cresap, Sikich CPA LLC | Email
Angela.Cresap-at-sikich.com ryan.randolph-at-sikich.com mgreen-at-auditor.illinois.gov | N/A | Discussion of extending the timetable for the Department of Central Management Services FY24 engagements. |
| Megan Green, Statewide Single Audit Manager | 12/09/2024 03:43 PM | Amy Sherwood, Partner, Sikich CPA LLC | No | Ryan Randolph, Director, Sikich CPA LLC | Email
MGreen-at-auditor.illinois.gov Amy.Sherwood-at-sikich.com Ryan.Randolph-at-sikich.com | N/A | I sent the Department of Central Management Services contract amendment #2 for the FY24 engagements to Amy and Ryan for signature. |
| Megan Green, Statewide Single Audit Manager | 12/09/2024 03:59 PM | Amy Sherwood, Partner, Sikich CPA LLC | No | None | Email
Amy.Sherwood-at-sikich.com MGreen-at-auditor.illinois.gov | N/A | Amy sent me the signed contract amendment #2 for the Department of Central Management Services FY24 engagements. |
| Megan Green, Statewide Single Audit Manager | 12/10/2024 01:30 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Senior, CliftonLarsonAllen LLP | Microsoft Teams Meeting | approximately 30 minutes | Kevin, Adam, and I discussed a revised timetable for the Illinois Department of Transportation FY24 financial audit. |
| Stacie Sherman, Auditor V | 12/11/2024 09:02 AM | Brandon Reed, Partner, Crowe | No | Christine Torres, Partner, Crowe | brandon.reed-at-crowe.com
christine.torres-at-crowe.com ssherman-at-auditor.illinois.gov | I sent Brandon proposed dates for an amendment to the continuation contract for the FY22/23 compliance examination of the Office of the Treasurer - Nonfiscal Officer Responsibilities. | |
| Quentin Kuntzman, Auditor V | 12/11/2024 01:45 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email
EArriola-at-rothcocpa.com qkuntzman-at-auditor.illinois.gov | N/A | I asked Elda to consider and propose revised dates to the engagement timetable for the financial audit portion of the FY24 DoIT contract in order to amend the contract. Elda responded at 3:38 pm noting the firm would provide proposed dates for the contract amendment after considering information received through the end of the week. |
| Lisa Warden, Auditor V | 12/11/2024 06:48 PM | Andrew Guerrero, Manager, Adelfia | No | Jennifer Roan, Partner, Adelfia | AMGuerrero - at - adelfiacpas.com
JSRoan - at - adelfiacpas.com LWarden - at - auditor.illinois.gov | n/a - email | Firm proposed dates for the amendment for Phase II contract for the FY23/24 Corrections examination. |
| Emily Berger, Auditor III | 12/12/2024 12:22 PM | Maria Balita, Partner, Maharlika PLLC | No | Email
Maria Balita mfbalita-at-maharlikacpa.com Emily Berger eberger-at-auditor.illinois.gov | N/A | I uploaded the FY24 Department on Aging Compliance Examination Contract Amendment to Suralink and emailed Maria for the firm's signature. Maria provided it back signed at 12:52pm via Suralink. | |
| Emily Berger, Auditor III | 12/13/2024 11:23 AM | Maria Balita, Partner, Maharlika PLLC | No | Email
Maria Balita mfbalita-at-maharlikacpa.com Emily Berger eberger-at-auditor.illinois.gov | N/A | I notified Maria to complete the "Certification by Contractor" section of the FY24 Department on Aging Compliance Examination Contract Amendment and re-sign and submit back to me through Suralink. Maria provided back the corrected signed Amendment at 12:39pm via Suralink. | |
| Lisa Warden, Auditor V | 12/16/2024 04:08 AM | Elda Arriola, Partner, Roth and Co | No | Earriola - at - rothcocpa.com
lwarden - at - auditor.illinois.gov | n/a - email | OAG manager proposed dates for the amendment for Phase II contract for the FY24 EPA Fund 270 audit. | |
| Megan Green, Statewide Single Audit Manager | 12/16/2024 11:10 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
mgreen-at-auditor.illinois.gov Adam.Pulley-at-claconnect.com | I sent the contract amendment #1 for the Illinois Department of Transportation FY24 financial audit to Adam for signature. | |
| Megan Green, Statewide Single Audit Manager | 12/16/2024 11:23 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
mgreen-at-auditor.illinois.gov Adam.Pulley-at-claconnect.com | N/A | Adam sent me the signed contract amendment #1 for the Illinois Department of Transportation Financial Audit. |
| Logan Jones, Information Services Specialist V | 12/16/2024 12:43 PM | Dave Klopack, Senior Director, Healthcare CTO | No | Brad Gordon
Donna Humphries Matt Cobb | dklopack[at]goagilant.com | I introduced myself to Dave as the person taking over the Data Center as Donna retires, and asked for a quote for 65 NetXtender licenses in short order. | |
| Logan Jones, Information Services Specialist V | 12/16/2024 01:28 PM | Dave Klopack, Senior Director, Healthcare CTO | No | Brad Gordon
Donna Humphries Matt Cobb | dklopack[at]goagilant.com | Dave notified me that he would send the quote over ASAP. | |
| Lisa Warden, Auditor V | 12/16/2024 03:16 PM | Elda Arriola, Partner, Roth and Co | No | Elda 312-235-4702
Lisa 217-782-9307 | 15 minutes | Discussed outstanding items and reasonable dates for completion of and contract amendment for the FY24 financial audit of EPA Fund 270. | |
| Logan Jones, Information Services Specialist V | 12/16/2024 03:44 PM | Tyler Allen, BitTitan, Solution Sales Specialist | No | none | tallen[at]bittitan.com | I updated Tyler on the email migration project status, and asked whether the Demo key received in October 2024 would still work for our proof-of-concept in January 2025. | |
| Lisa Warden, Auditor V | 12/16/2024 04:33 PM | Elda Arriola, Partner, Roth and Co | No | Earriola - at - rothcocpa.com
lwarden - at - auditor.illinois,gov | n/a - email | The partner agreed to the proposed contract amendment dates for Phase II of the FY24 audit of EPA's Fund 270. | |
| Logan Jones, Information Services Specialist V | 12/16/2024 04:58 PM | Dave Klopack, Senior Director, Healthcare CTO | No | Brad Gordon
Donna Humphries Matt Cobb | dklopack[at]goagilant.com | Dave sent a quote. | |
| Megan Green, Statewide Single Audit Manager | 12/17/2024 11:11 AM | Ryan Randolph, Director, Sikich LLP | No | Amy Sherwood, Partner, Sikich LLP | Email
Amy.Sherwood-at-sikich.com Ryan.Randolph-at-sikich.com MGreen-at-auditor.illinois.gov | N/A | I sent the final signed contract amendment #2 for the Department of Central Management Services FY24 engagements. |
| Logan Jones, Information Services Specialist V | 12/17/2024 12:38 PM | Tyler Allen, BitTitan, Solution Sales Specialist | No | tallen[at]bittitan.com | Tyler indicated that BitTitan had not heard from me for months, and inquired about project status and interest in BitTitan. Effectively communicating that my email to him the prior day had gone either undelivered or unread. | ||
| Lisa Warden, Auditor V | 12/17/2024 01:58 PM | Amy Sherwood, Partner, Sikich | No | ASherwood - at - sikich.com
LWarden - at - auditor.illinois.gov | N/A - email | Proposed amended financial timetable dates for the FY24 audit of State Board of Education. | |
| Lisa Warden, Auditor V | 12/17/2024 03:08 PM | Amy Sherwood, Partner, Sikich | No | Amy.sherwood - at - sikich.com
LWarden - at - auditor.illinois.gov | N/A - email | Partner agreed to proposed amended timetable dates for the FY24 financial audit of the Illinois State Board of Education. | |
| Lisa Warden, Auditor V | 12/17/2024 04:18 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | N/A - email | I proposed amended financial timetable dates for the FY24 State Board of Education audit. | |
| Lisa Warden, Auditor V | 12/17/2024 04:38 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | n/a - email | Partner proposed pushing SIU financial timetable step 11 to the first full week of January. | |
| Lisa Warden, Auditor V | 12/17/2024 05:18 PM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | n/a - email | Informed partner that if the response due date is pushed back, we'll revisit the previously agreed upon amendment dates for the FY24 financial audit of the State Board of Education. | |
| Lisa Warden, Auditor V | 12/17/2024 06:27 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | n/A - email | OAG manager proposed updated financial timetable dates for the SIU FY24 audit. | |
| Lisa Warden, Auditor V | 12/17/2024 06:50 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at -plantemoran.com
lwarden - at - auditor.illinois.gov | N/A - email | Partner agreed to most recently proposed financial timetable dates for the FY24 SIU financial audit. | |
| Lisa Warden, Auditor V | 12/18/2024 08:49 AM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | n/a - email | Sent partner updated amendment dates for the FY24 financial audit of the State Board of Education. | |
| Lisa Warden, Auditor V | 12/18/2024 08:53 AM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | n/a - email | Partner agreed to the updated amendment dates for the FY24 financial audit of the State Board of Education. | |
| Jose Roa, Auditor V | 12/19/2024 09:03 AM | Brian Greko, Partner, Plante Moran PLLC | No | N/A | Email and Suralink Brian.Greko-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Sent to Firm FY24 Northeastern Illinois University amendment 1 contract for review and signature. |
| Stacie Sherman, Auditor V | 12/19/2024 12:34 PM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | brandon.reed-at-crowe.com
ssherman-at-auditor.illinois.gov christine.torres-at-crowe.com | I sent Christine amendment #2 to the continuation contract for the Office of the Treasurer, Nonfiscal Officers responsibilities. | |
| Quentin Kuntzman, Auditor V | 12/19/2024 01:59 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email
EArriola-at-rothcocpa.com qkuntzman-at-auditor.illinois.gov | several emails over 30 minutes | Elda provided me prosed amended dates for the FY24 DoIT Financial Audit. I reviewed the prosed amended dates provided by the firm and provided a few revisions after considering the calendar and State holidays. Elda agreed to the revised amended dates. |
| Logan Jones, Information Services Specialist V | 12/20/2024 09:11 AM | Tyler Allen, BitTitan, Solution Sales Specialist | No | tallen[at]bittitan.com | Tyler reached out again asking for a project update and to schedule a call. Additionally that this perceived lack of response could result in account closure. | ||
| Quentin Kuntzman, Auditor V | 12/20/2024 11:26 AM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email / Suralink
EArriola-at-rothcocpa.com qkuntzman-at-auditor.illinois.gov | N/A | I provided Elda the FY24 DoIT Contract Amendment #1 for review and signature. |
| Quentin Kuntzman, Auditor V | 12/20/2024 01:28 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email / Suralink
EArriola-at-rothcocpa.com qkuntzman-at-auditor.illinois.gov | N/A | Elda returned the FY24 DoIT Contract Amendment #1 to me with contractor information filled out and Contractor’s signature. |
| Logan Jones, Information Services Specialist V | 12/26/2024 11:03 PM | Tyler Allen, BitTitan, Solution Sales Specialist | No | tallen[at]bittitan.com | I used the link provided in Tyler's prior email to schedule a call for 1/3. | ||
| Emily Berger, Auditor III | 12/27/2024 04:59 PM | Maria Balita, Partner, Maharlika PLLC | No | Email
Maria Balita mfbalita-at-maharlikacpa.com Emily Berger eberger-at-auditor.illinois.gov | N/A | Maria inquired if I could provide her the final signed 1st amendment that is fully executed. I responded on 12/31/24 at 8:04am that I was having technical difficulties and would provide to her as soon as I am able. | |
| Quentin Kuntzman, Auditor V | 12/30/2024 08:33 AM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email / Suralink
EArriola-at-rothcocpa.com qkuntzman-at-auditor.illinois.gov | N/A | I provided Elda a copy of the final, signed FY24 DoIT Contract Amendment #1 for the firm’s records. |
| Logan Jones, Information Services Specialist V | 12/30/2024 02:43 PM | Dave Klopack, Senior Director, Healthcare CTO | No | Matt Cobb | dklopack[at]goagilant.com | I sent Dave a copy of the purchase order and digitally signed quote. | |
| Logan Jones, Information Services Specialist V | 12/30/2024 04:30 PM | Tyler Allen, BitTitan, Solution Sales Specialist | No | tallen[at]bittitan.com | Tyler apologized for the late response to my previous email. He indicated that the Demo key we received in October 2024 should have a shelf life of 12 months, and that he will send another if it does not for some reason. | ||
| Jose Roa, Auditor V | 12/31/2024 11:23 AM | Brian Greko, Partner, Plante Moran PLLC | No | N/A | Email and Suralink Brian.Greko-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Sent to Firm fully signed FY24 Northeastern Illinois University amendment 1 contract. |