June 2020
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. |
|---|---|---|---|---|---|---|---|
| Jeanne Michaud Audit Manager |
06/09/2020 19:04 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov kmacdonna-at-auditor.illinois.gov |
Jennifer Roan provided updated Schedule 1, Schedule 2, Standard Certifications, Disclosures and TIN forms to prepare an amendment and continuation contract for ROE #44. | |
| Jeanne Michaud Audit Manager |
06/09/2020 20:03 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 17. | |
| Jeanne Michaud Audit Manager |
06/10/2020 15:43 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 26. | |
| Jeanne Michaud Audit Manager |
06/10/2020 15:44 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 28. | |
| Jeanne Michaud Audit Manager |
06/10/2020 15:45 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 33. | |
| Jeanne Michaud Audit Manager |
06/10/2020 15:45 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Jennifer Roan provided proposed hours and rates for the firm to audit the 6/30/20 audit of ROE 44. | |
| Jeanne Michaud Audit Manager |
06/10/2020 16:09 PM | Chad Lucas, Partner, Sikich |
No | Amy Sherwoood, Partner, Sikich | Email: chad.lucas-at-sikich.com amy.sherwood-at-sikich.com jmichaud-at-auditor.illinois.gov |
E-mails over the course of 37 minutes | E-mailed Chad Lucas, Partner at Sikich to see if their firm would be interested in auditing ROE #21 for 6/30/20. |
| Jeanne Michaud Audit Manager |
06/10/2020 16:17 PM | Kimberly Walker, Partner Kemper CPA |
No | None | Email: kwalker-at-kcpag.com jmichaud-at-auditor.illinois.gov |
E-mailed Kimberly Walker, Partner at Kemper CPA to see if their firm would be interested in auditing ISC #4 for 6/30/20. | |
| Jeanne Michaud Audit Manager |
06/11/2020 15:16 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Email: jsroan-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 6 minutes | Emailed Jennifer Roan to see if she would be available to discuss the proposed hours and rates for the 6/30/20 ROE audits. | |
| Jeanne Michaud Audit Manager |
06/11/2020 15:47 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Phone: Jennifer Roan 312-804-XXXX Jeanne Michaud 815-274-XXXX |
23 minutes | Discussed proposed hours and rates proposed by Adelfia, LLC with Jennifer Roan for the 6/30/20 ROE audits. | |
| Jeanne Michaud Audit Manager |
06/12/2020 12:25 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Discussed revisions of Schedule 1 and 2 with Jennifer Roan regarding ROE #44. | |
| Jeanne Michaud Audit Manager |
06/15/2020 09:37 AM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Emailed Jennifer Roan, Partner Adelfia to let her know we accepted the proposed hours and rates for the firm to audit the 6/30/20 audits of ROE 17, 26, 28, 33 and 44. | |
| Jeanne Michaud Audit Manager |
06/15/2020 14:51 PM | Robert Arnholt, Partner Doehring, Winders & Co., LLP |
No | Email: rarnholt-at-dwcocpa.com jmichaud-at-auditor.illinois.gov |
Received proposed hours and rates from Robert Arnholt, Partner Doehring, Winders & Co. LLP for the FY20 audits of ROE #'s 3, 20 and 50. | ||
| Jeanne Michaud Audit Manager |
06/16/2020 14:05 PM | Robert Arnholt, Partner Doehring, Winders & Co., LLP |
No | Email: rarnholt-at-dwcocpa.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 2 minutes | Emailed Robert Arnholt, Partner Doehring, Winders & Co. LLP to let him know we accepted the firm's proposed hours and rates for the FY20 audits of ROE #'s 3, 20 and 50. | |
| Jeanne Michaud Audit Manager |
06/17/2020 10:25 AM | Chad Lucas, Partner, Sikich |
No | Amy Sherwoood, Partner, Sikich Megan Cochran, Director, Sikich |
Email: chad.lucas-at-sikich.com amy.sherwood-at-sikich.com megan.cochran-at-sikich.com jmichaud-at-auditor.illinois.gov |
Chad Lucas, Partner at Sikich submitted hours and rate for the FY20 audit of ROE 21. | |
| Jeanne Michaud Audit Manager |
06/17/2020 10:59 AM | Kimberly Walker, Partner Kemper CPA |
No | None | Email: kwalker-at-kcpag.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Kimberly Walker, Partner at Kemper CPA with proposed hours and rates for the 6/30/20 audit of ROE #41. | |
| Jeanne Michaud Audit Manager |
06/17/2020 11:37 AM | Tonya Lofgren, Manager Wipfli |
No | None | Email: tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Tonya Lofgren, Manager at Wipfli with the number of hours for amendment and continuation contract of the 6/30/17 audit of ROE 4. | |
| Jeanne Michaud Audit Manager |
06/17/2020 13:19 PM | Tim Gavin, Manager Lauterbach & Amen |
No | None | Email: tgavin-at-lauterbachamen.com mberan-at-lauterbachamen.com ramen-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Tim Gavin, Manager at Lauterbach & Amen with the number of hours for amendment and continuation contract of the 6/30/19 audit of ROE 34. | |
| Jeanne Michaud Audit Manager |
06/17/2020 17:03 PM | Kimberly Walker, Partner Kemper CPA |
No | None | Email: kwalker-at-kcpag.com jmichaud-at-auditor.illinois.gov |
E-mailed Kimberly Walker, Partner at Kemper CPA to let her know the hours and rate proposed by her firm for the 6/30/20 audit of ROE #41 were approved. | |
| Jeanne Michaud Audit Manager |
06/18/2020 08:55 AM | Tim Gavin, Manager Lauterbach & Amen |
No | None | Email: tgavin-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Tim Gavin, Manager at Lauterbach & Amen with the Schedule 1 timetable needed for amendment and continuation contract of the 6/30/19 audit of ROE 34. | |
| Jeanne Michaud Audit Manager |
06/18/2020 09:58 AM | Chad Lucas, Partner, Sikich |
No | Amy Sherwoood, Partner, Sikich Megan Cochran, Director, Sikich |
Email: chad.lucas-at-sikich.com amy.sherwood-at-sikich.com megan.cochran-at-sikich.com jmichaud-at-auditor.illinois.gov |
E-mailed Chad Lucas, Partner at Sikich to let him know the hours and rate for the FY20 audit of ROE 21 have been approved. | |
| Gordon French, IS V | 06/18/2020 10:30 AM | Crystal Boys, sales w/CDS Jason Sturtewagen, sales w/ CDW-G Jason Contreras, sales w/ Insight | No | None | cboydATcdsot.com jasostuATcdwg.com Jason.ContrerasATinsight.com gjfrenchATauditor.illinois.gov | Price quotes for cartridges and a HP scanner/printer combo | |
| Jeanne Michaud Audit Manager |
06/18/2020 12:56 PM | Tonya Lofgren, Manager Wipfli |
No | None | Email: tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Tonya Lofgren, Manager at Wipfli with the Standard Certifications, disclosures and TIN forms to prepare the amendments and continuation contracts for the 6/30/17 audit of ROE 4. | |
| Jeanne Michaud Audit Manager |
06/19/2020 11:31 AM | Diana Smith, Partner West & Company CPA |
No | Alex Hagen, Partner, West & Company, CPA |
Email: dsmith-at-westcpa.com agagen-at-westcpa.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Diana Smith, Partner at West & Company, CPA with the firms proposed hours and rates for the ROE Audits of 11, 12, 24, 31, 32, 39, 40, 45 and 54. | |
| Jeanne Michaud Audit Manager |
06/19/2020 11:35 AM | Kristyl McDaniel, Manager Winkel, Parker & Foster, CPA PC |
No | None | Email: kmcdaniel-at-wpf-cpa.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Kristyl McDaniel, Manager at Winkel, Parker & Foster with the firms proposed hours and rates for the ROE Audits of 8 and 49. | |
| Jeanne Michaud Audit Manager |
06/22/2020 08:07 AM | Diana Smith, Partner West & Company CPA |
No | None | Email: dsmith-at-westcpa.com jmichaud-at-auditor.illinois.gov |
Received Schedule 1 timetables from Diana Smith, Partner at West & Company, CPA to prepare the contract amendments and continuations for ROE #24 and 39 for 6/30/19. | |
| Jeanne Michaud Audit Manager |
06/22/2020 13:46 PM | Jennifer Roan, Partner Adelfia, LLC |
No | Stella Santos, Partner, Adelfia, LLC Mavie Valera, Partner, Adelfia, LLC |
Email: jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov |
Received Schedule 1 timetable revisions and Schedule 2 updates from Jennifer Roan, Partner at Adelfia, LLC to prepare the contract amendments and continuations for ROE #17, 26, 28 and 33 for 6/30/19. | |
| Jeanne Michaud Audit Manager |
06/22/2020 17:24 PM | Diana Smith, Partner West & Company CPA |
No | None | Email: dsmith-at-westcpa.com jmichaud-at-auditor.illinois.gov |
Received revised Schedule 1 timetables from Diana Smith, Partner at West & Company, CPA to prepare the contract amendments and continuations for ROE #24 and 39 for 6/30/19. | |
| Sara Metzger Audit Manager |
06/23/2020 07:30 AM | Amy Sherwood, Partner Sikich |
No | None | Sara: 217-785-XXXX Amy: 217-862-XXXX |
10 minutes | Discussed need for amendment/FY21 contract and potential timeline for amendment for State Employees Deferred Compensation Plan financial audit for the year ended 12/31/19. Agreed on timeline and Sara will prepare the documents. |
| Jeanne Michaud Audit Manager |
06/23/2020 07:42 AM | Colleen, Porter, Manager McGreal & Company CPA |
No | Mike Morrissey, Partner McGreal & Company CPA |
Email: colleenp-at-mcgreal.com mikem-at-mcgreal.com jmichaud-at-auditor.illinois.gov |
Received revised Schedule 1 timetable, disslosures, standard certifications and TIN forms from Colleen Porter, Manager at McGreal & Company to prepare the contract amendments and continuations for ROE #16 for 6/30/19. | |
| Joe Butcher Performance Director |
06/23/2020 11:10 AM | Stella Marie Santos, Managing Partner Adelfia LLC |
No | None | Email: sbsantos-at-adelfiacpas.com | Requested best and final offers to proposals submitted for six ROE engagements as part of the group 4 procurement | |
| Jeanne Michaud Audit Manager |
06/23/2020 11:23 AM | Tonya Lofgren, Manager Wipfli |
No | None | Email: tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Emal | Received Schedule 1 timetable dates from Tonya Lofgren, Manager at Wipfli to complete the amendment and continuation contract for the 6/30/16 audit of ISC #2. |
| Jeanne Michaud Audit Manager |
06/23/2020 11:39 AM | Tonya Lofgren, Manager Wipfli |
No | None | Email: tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Emal | Received Schedule 1 timetable dates from Tonya Lofgren, Manager at Wipfli to complete the amendment and continuation contract for the 6/30/17 audit of ROE #4. |
| Jeanne Michaud Audit Manager |
06/23/2020 17:33 PM | Kimberly Walker, Partner Kemper CPA |
No | None | Email: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Emal | Received Schedule 1 timetable dates from Kimberly Walker, Partner at Kemper CPA to complete the amendment and continuation contract for the 6/30/17 audit of ROE #47. |
| Joe Butcher Performance Director |
06/23/2020 17:51 PM | Stella Marie Santos, Managing Partner Adelfia LLC |
No | None | Email: sbsantos-at-adelfiacpas.com | Stella Marie Santos provided Adelfia's best and final offers for six ROE engagements as part of the group 4 procurement | |
| Teresa Davis Fiscal Officer |
06/11/2020 12:24 PM | Melinda Crumly Office Manager Sentinal Pest Control |
No | Email sentinelpestcontrol-at-gmail.com tldavis-at-auditor.illinois.gov |
Received price quote for FY21 Pest Control Services. | ||
| Dean Devert Chief of Staff |
06/09/2020 15:14 PM | Bret Hahn, Owner Building Maintenance Services |
No | Email BMS-at-springnet1.com ddevert-at-auditor.illinois.gov |
Received price quote for FY21 Janitorial Services and forwarded it to our Fiscal Officer. | ||
| Jeanne Michaud Audit Manager |
06/23/2020 20:02 PM | Tim Gavin, Manager Lauterbach & Amen |
No | Matt Beran, Partner, Lauterbach & Amen Ron Amen, Partner, Lauterbach & Amen |
Email: tgavin-at-lauterbachamen.com mberan-at-lauterbachamen.com ramen-at-lauterbachamen.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Tim Gavin, Manager, Lauterbach & Amen with Schedule 1 revisions needed to prepare the amendments and continuation contracts for the 6/30/18 audits of ROE 19 and 34. | |
| Jeanne Michaud Audit Manager |
06/24/2020 09:52 AM | Mike Morrissey, Partner McGreal & Company CPA |
No | Colleen Porter, Manager McGreal & Company CPA |
Email: mikem-at-mcgreal.com colleenp-at-mcgreal.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Michael Morrissey, Partner at McGreal & Company with revised disclosure form for the 6/30/19 amendment and continuation contract of ROE #16. | |
| Jeanne Michaud Audit Manager |
06/24/2020 17:24 PM | Tonya Lofgren, Manager Wipfli |
No | None | Email: tlofgren-at-wipfli.com jmichaud-at-auditor.illinois.gov |
Received e-mail from Tonya Lofgren, Manager at Wipfli with revised disclosure form for the amendment and continuation contracts for Roe 4 (FY17) and ISC 2 (FY16). | |
| Jeanne Michaud Audit Manager |
06/25/2020 11:48 AM | Kimberly Walker, Partner Kemper CPA |
No | None | Email: kwalker-at-kcpag.com jmichaud-at-auditor.illinois.gov |
E-mails over the course of 50 minutes | E-mailed a request to Kimberly Walker, Partner at Kemper CPA and later received a revised disclosure form attachment for the amendment and continuation contract of the 6/30/17 audit of ROE 47. |
| Jeanne Michaud Audit Manager |
06/25/2020 11:56 AM | Kimberly Walker, Partner Kemper CPA |
No | None | Email: kwalker-at-kcpag.com jmichaud-at-auditor.illinois.gov |
E-mails over the course of 47 minutes | E-mailed a request to Kimberly Walker, Partner at Kemper CPA and later received a revised disclosure form attachment for the amendment and continuation contract of the 6/30/17 audit of ROE 47. |
| Jeanne Michaud Audit Manager |
06/25/2020 15:57 PM | Kimberly Walker, Partner Kemper CPA |
No | None | Email: kwalker-at-kcpag.com jmichaud-at-auditor.illinois.gov |
E-mails over the course of 63 minutes | Received e-mail from Kimberly Walker, Partner at Kemper CPA to let me know her firm would not be able to complete the audit of ISC #4 for 6/30/20. |
| Jeanne Michaud Audit Manager |
06/26/2020 14:04 PM | Kristyl McDaniel, Manager Winkel, Parker & Foster, CPA PC |
No | None | Email: kmcdaniel-at-wpf-cpa.com jmichaud-at-auditor.illinois.gov |
E-mailed Kristyl McDaniel, Manager at Winkel, Parker & Foster to let her know the firms proposed hours and rates for the ROE Audits of 8 and 49 were accepted. | |
| Jeanne Michaud Audit Manager |
06/26/2020 15:03 PM | Diana Smith, Partner West & Company CPA |
No | Phone: Diana Smith 217-235-XXXX Jeanne Michaud 815-274-XXXX |
19 minutes | Called Diana Smith, Partner at West & Company, CPA to negotiate the firms proposed hours and rates for the ROE Audits of 11, 12, 24, 31, 32, 39, 40, 45 and 54. | |
| Jeanne Michaud Audit Manager |
06/29/2020 09:00 AM | Diana Smith, Partner West & Company CPA |
No | Phone: Diana Smith 217-235-XXXX Jeanne Michaud 815-274-XXXX |
Emailed Diana Smith, Partner at West & Company, CPA to let the firms know their hours and rates for ROE #11, 12, 24, 31, 32, 39, 40, 45 and 54 have been approved. | ||
| Janis Van Durme Senior Audit Manager V |
06/01/2020 11:34 AM | Jennifer Roan, Partner Adelfia LLP |
No | Stella Santos, Managing Partner | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Mrs. Roan sent the Informal Proposal for the FY20 Illinois State Fair engagement. | |
| Janis Van Durme Senior Audit Manager V |
06/01/2020 12:42 PM | Jennifer Roan, Partner Adelfia LLP |
No | Stella Santos, Managing Partner | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Mrs. Roan sent the Informal Proposal for the FY20 DuQuoin State Fair engagement. | |
| Janis Van Durme Senior Audit Manager V |
06/01/2020 13:15 PM | Jennifer Roan, Partner Adelfia LLP |
No | None | Phone: Van Durme: 217-685-XXXX Roan: 312-804-XXXX |
10 minutes | I told Mrs. Roan I would need various additional information for the FY20 Illinois and DuQuoin State Fair informal proposals. |
| Janis Van Durme Senior Audit Manager V |
06/03/2020 09:16 AM | Jennifer Roan, Partner Adelfia LLP |
No | None | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Mrs. Roan sent me the additional information needed to complete the Illinois and DuQuoin State Fair informal proposal review. | |
| Janis Van Durme Senior Audit Manager V |
06/03/2020 11:02 AM | Jennifer Roan, Partner Adelfia LLP |
No | Stella Santos, Managing Partner | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Mrs. Roan additional review comments for the FY20 Illinois and DuQuoin State Fair informal proposals. | |
| Janis Van Durme Senior Audit Manager V |
06/03/2020 11:24 AM | Jennifer Roan, Partner Adelfia LLP |
No | Stella Santos, Managing Partner | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Mrs. Roan sent me partial responses to my additional review comments for the FY20 Illinois and DuQuoin State Fair informal proposals. | |
| Janis Van Durme Senior Audit Manager V |
06/03/2020 11:57 AM | Jennifer Roan, Partner Adelfia LLP |
No | Stella Santos, Managing Partner | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
Mrs. Roan sent me the remainder responses to my additional review comments for the FY20 Illinois and DuQuoin State Fair informal proposals. | |
| Janis Van Durme Senior Audit Manager V |
06/09/2020 08:06 AM | Jennifer Roan, Partner Adelfia LLP |
No | None | Phone: Van Durme: 217-685-XXXX Roan: 312-804-XXXX |
10 minutes | Mrs. Roan and l discussed the OAG's decesion to stop contract negotiations on the FY20 Illinois and DuQuoin State Fairs until after July 1, 2020 to see if the State Fairs were cancled. |
| Janis Van Durme Senior Audit Manager V |
06/16/2020 09:02 AM | Jennifer Roan, Partner Adelfia LLP |
No | None | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov |
Mrs. Roan sent me the notice from the Department of Agriculture that stated the FY20 Illinois and DuQuoin State Fairs had been canceled. | |
| Janis Van Durme Senior Audit Manager V |
06/22/2020 07:34 AM | Jennifer Roan, Partner Adelfia LLP |
No | Stella Santos, Managing Partner Jane Clark, OAG FC Division Director |
Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com jclark-at-auditor.illinois.gov |
I sent Mrs. Roan an email asking her to obtain certain operational information from the Department of Agriculture which would outline the timing and scope of contracting for the FY20 Illinois and DuQuoin State Fair engagements. | |
| Jane Clark, Director | 06/30/2020 08:48 AM | Tes Sy, Partner E.C. Ortiz & Co. | No | Phone: Jane Clark 217-782-0811 Tes Sy 312-876-XXXX |
Phone - 3 minutes | Informed Tes that her firm was awarded the RFP 20-21 (Dept. of Military Affairs engagement. Discussed expectations to use the same personnel listed in RFP even though they will be merging into Roth & Company LLP, effective tomorrow. Let her know the audit manager will be reaching out to her in the near future. | |
| Jane Clark, Director | 06/30/2020 09:02 AM | Stella Marie Santos, Managing Partner Adelfia LLC |
No | Phone: Jane Clark 217-782-0811 Stella Santos 312-240-XXXX |
Phone - 3 minutes | Informed Stella that her firm was awarded the RFP 20-22 IL Community College Board engagement. Let her know the audit manager will be reaching out to her in the near future. | |
| Kathy Lovejoy, Principal | 06/05/2020 11:00 AM | Josh Ayers, Partner, BDO USA | No | Phone: Kathy Lovejoy 217-782-0798 Josh Ayers 314-323-XXXX | Phone - 10 minutes | Discussed the FY21 DoIT SOC consulting contract and staffing for the contract. | |
| Kathy Lovejoy, Principal | 06/18/2020 12:30 PM | Josh Ayers, Partner, BDO USA | No | Email: klovejoy-at-auditor-illinois-gov Jayers-bdo-com | Email regarding certification questions related to the FY 21 DOIT SOC consulting contract. |