June 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. |
|---|---|---|---|---|---|---|---|
| Logan Jones, Information Services Specialist V | 06/03/2024 01:21 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I forwarded Dave a copy of our MS GCC validation. | ||
| Logan Jones, Information Services Specialist V | 06/03/2024 01:21 PM | Dave Markko, Software Licensing Specialist, Dell | No | Dave.Markko[at]dell[dot]com | I forwarded Dave a copy of our MS GCC (Microsoft Government Community Cloud) eligibility confirmation. | ||
| Logan Jones, Information Services Specialist V | 06/03/2024 03:03 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave let me know that he had submitted the request to Microsoft and was waiting for forms to come back. | ||
| Logan Jones, Information Services Specialist V | 06/03/2024 03:03 PM | Dave Markko, Software Licensing Specialist, Dell | No | Dave.Markko[at]dell[dot]com | Dave informed me that he is now working with MS to create our enrollment package. | ||
| Jeanne Michaud, Auditor V | 06/04/2024 11:05 AM | Carmen Sendegas, Firm Administrator, GW & Associates | No | David Jelonek, Partner, GW & Associates
John Wysocki, Partner, GW & Associates | E-mail: jmichaud-at-auditor.illinois.gov
carmen-at-cpagwa.com david.jelonek-at-cpagwa.com john.wysocki-st-cpagwa.com | Carmen uploaded the information for the contract amendment and continuation contract for the FY23 audit of ROE 56. | |
| Logan Jones, Information Services Specialist V | 06/05/2024 11:45 AM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | Asked Shane for update or explanation regarding "ORDER VALID UNTIL May 31, 2024" line on quote. | |
| Logan Jones, Information Services Specialist V | 06/05/2024 12:50 PM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | Shane assured me that the date on the quote was an artifact of when the quote was generated, and that it could be used as-is. He added that he had initiated removal for the Help Desk portion. | |
| Jeanne Michaud, Auditor V | 06/05/2024 02:08 PM | John Wysocki, Partner, GW & Associates | No | N/A | E-mail:
jmichaud-at-auditor.illinois.gov john.wysocki-at-cpagwa.com | I uploaded the signed contract amendment and continuation contract for the FY23 audit of ROE 56. | |
| Logan Jones, Information Services Specialist V | 06/05/2024 06:26 PM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | I indicated to Shane that we would move forward on our end as-is. | |
| Dennis Gibbons, Auditor V | 06/06/2024 09:26 AM | Barb Jarocki, Client Service Manager, RSM US LLP | No | Bill Sarb, Partner, RSM US LLP | Email and Suralink
Barb: barbara.jarocki-at-rsmus.com Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Barb provided me the updated FY24 SERS/JRS/GARS informal proposal documents over Suralink, and emailed me to notify me. | |
| Dennis Gibbons, Auditor V | 06/06/2024 11:14 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I emailed Bill to ask about changing the FY24 SERS/JRS/GARS Phase I start dates to 6/11/2024, and Bill agreed. | ||
| Erica Oliver, Auditor III | 06/06/2024 02:12 PM | Erica Oliver | No | Tiffany Floresca, Senior TFloresca- at -rothcocpa.com, Epifanio Sadural, Partner esadural- at -rothcocpa.com, Syndelle Manuel, Senior smanuel- at -rothcocpa.com | 2nd request to Firm, Tiffany Floresca, for the DMA completed preliminary survey questionnaire. Asked for it by the end of the week, 6/8. | ||
| Dennis Gibbons, Auditor V | 06/06/2024 02:59 PM | Amy Sherwood, Principal, Sikich CPA LLC | No | Ryan Randolph, Director, Sikich CPA LLC | Email
Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy and Ryan the 2024 Welcome Letter and materials for the FY24 SERS census compliance examinations for CMS, IDOC, IDOT, and DoIT. | |
| Logan Jones, Information Services Specialist V | 06/06/2024 03:38 PM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | I told Shane we would likely finish processing the quote the following week. I inquired of him whether a key component was included with the quoted license. | |
| Logan Jones, Information Services Specialist V | 06/06/2024 03:42 PM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | Shane confirmed that the component is included. | |
| Logan Jones, Information Services Specialist V | 06/06/2024 03:43 PM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | I let Shane know we would proceed as planned the following week. | |
| Jeanne Michaud, Auditor V | 06/07/2024 07:41 AM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 33. | |
| Dennis Gibbons, Auditor V | 06/07/2024 09:45 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 SERS/JRS/GARS contracts via Suralink for review and signature. | ||
| Dennis Gibbons, Auditor V | 06/07/2024 11:30 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Email
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 10 minutes | Amy asked about how many timetables would be needed for the informal proposals for the FY24 SERS census examinations. I responded and explained the number and type of timetables that would be needed. | |
| Dennis Gibbons, Auditor V | 06/07/2024 03:09 PM | Amy Sherwood, Principal, Sikich CPA LLC | No | Suralink | Amy shared with me over Suralink the informal proposal materials for the FY24 SERS census examinations. | ||
| Jeanne Michaud, Auditor V | 06/07/2024 03:52 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-auditor.illinois.gov | Jennifer submitted contracting documents for the audits of FY24 audits of ROE 1, 8,9 16, 17, 21, 26, 28, 33, 53, 54, 56 and the FY20 audit of ROE 4. | |
| Jeanne Michaud, Auditor V | 06/07/2024 03:54 PM | Jennifer Roan, Partner, Adelfia | No | N/A | jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | N/A | Jennifer submitted contracting documents for the FY24 audit of ROE 1. |
| Jeanne Michaud, Auditor V | 06/07/2024 03:56 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted contracting documents for the FY24 audit of ROE 8. | |
| Jeanne Michaud, Auditor V | 06/07/2024 03:57 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 9. | |
| Jeanne Michaud, Auditor V | 06/07/2024 03:58 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 16. | |
| Jeanne Michaud, Auditor V | 06/07/2024 03:59 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 17. | |
| Jeanne Michaud, Auditor V | 06/07/2024 04:02 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted contracting documents for the FY24 audit of ROE 21. | |
| Jeanne Michaud, Auditor V | 06/07/2024 04:35 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 26. | |
| Jeanne Michaud, Auditor V | 06/07/2024 04:37 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 28. | |
| Jeanne Michaud, Auditor V | 06/07/2024 04:39 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 53. | |
| Jeanne Michaud, Auditor V | 06/07/2024 04:41 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 54. | |
| Jeanne Michaud, Auditor V | 06/07/2024 04:48 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY24 audit of ROE 56. | |
| Jeanne Michaud, Auditor V | 06/07/2024 04:52 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com | Jennifer submitted the contracting documents for the FY20 audit of ROE 4. | |
| Dennis Gibbons, Auditor V | 06/08/2024 03:43 PM | Bill Sarb, Partner, RSM US LLP | No | Suralink | Bill shared with me the signed FY24 SERS/JRS/GARS contracts. | ||
| Dennis Gibbons, Auditor V | 06/10/2024 11:02 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 signed FY24 SERS/JRS/GARS contracts over Suralink and emailed him to notify him. | ||
| Jeanne Michaud, Auditor V | 06/10/2024 05:09 PM | Alex Hagen, Partner, West & Company | No | Jennifer Baptist, OAG Manager
Beth Obernuefemann, OAG Manager Heather Wolke, Manager, West & Company | Email: Ahagen-at-westcpa.com
hwolke-at-westcpa.com jmichaud-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov | Alex submitted the contracting documents for the FY24 audits of ROE 3, 11 and 24. | |
| Jeanne Michaud, Auditor V | 06/11/2024 07:56 AM | Alex Hagen, Partner, West & Company | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
ahagen-at-westcpa.com | Alex proposed hours and rates for the FY24 audits of ROE 3, 11, 24 and 40. | |
| Jeanne Michaud, Auditor V | 06/12/2024 12:15 AM | Larry Fraze, Owner, Fraze CPA | No | Jennifer Baptist, Manager, OAG | E-mail: lfraze-at-frazecpa.com
jmichaud-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov | Larry sent in contracting documents for the amendment and continuation contract of the FY23 audit of ROE 49. | |
| Dennis Gibbons, Auditor V | 06/12/2024 07:41 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I let Dan know there will need to be an FY23 IDES Phase 2 contract amendment and a Phase 3 continuation contract, due to the unlikelihood of the IDES engagement being finalized by 6/30/2024. I informed him that I proposed reducing the Phase 2 contract by 5% of the original hours and fee, and creating a Phase 3 contract with that same 5% hours and fees, for no net change in the total cost. I provided him proposed amended and continuation timelines for the engagements and asked him to review and let me know if they were feasible. | ||
| Megan Green, Auditor V | 06/12/2024 08:41 AM | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Director, Sikich LLP | Email
Amy.Sherwood-at-Sikich.com Ryan.Randolph-at-Sikich.com mgreen-at-auditor.illinois.gov | N/A | I inquired of Amy and Ryan about revising the timetable and hours needed for a contract amendment and extension for the FY23 Department of Central Management Services engagement. |
| Megan Green, Auditor V | 06/12/2024 08:43 AM | Kate Ward, Partner, KEB | No | Dakota Greer, Manager, KEB
Amanda Wells, Manager, KEB Josh Shugart, Partner, KEB | dakotag- at -kebcpa.com
amandaw- at -kebcpa.com joshs- at -kebcpa.com | N/A | I let the KEB group know we would need to do a contract amendment and continuation contract for the FY22/23 IEMA engagement and asked about a reasonable date for the final report and how many hours would be needed for the engagement past June 30. |
| Dennis Gibbons, Auditor V | 06/12/2024 10:10 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 30 minutes | Dan agreed with the proposed FY23 IDES contract amendment and continuation contract, and I inquired with him about how much (if any) of the Phase 3 continuation fee would be paid to the firm's subcontractor on the engagement, so I could prepare the contract forms accordingly. | |
| Dennis Gibbons, Auditor V | 06/12/2024 11:00 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Dan replied to me that RSM's FY23 IDES subcontractor had final billed them for the FY23 work on the engagement, so the subcontractor would not need to be noted as receiving any portion of the Phase 3 continuation contract funds. | ||
| Stacie Sherman, Auditor V | 06/12/2024 11:28 AM | Elda Arriola, Partner, Roth and Company | No | earriola-at-rothcocpa.com
ssherman-at-auditor.illinois.gov | I sent Elda a request for hours expected to be used in phase III for the contract continuation for the Department of Public Health. I also sent an amended timetable for the phase II contract and a timetable for the phase III contract. | ||
| Jeanne Michaud, Auditor V | 06/12/2024 11:50 AM | Larry Fraze, Owner, Fraze CPA | No | N/A | E-mail: Lfraze-at-frazecpa.com
jmichaud-at-auditor.illinois.gov | I e-mailed Larry proposed corrections to the contracting documents submitted for the the continuation and amendment of the FY23 audit of ROE 49. | |
| Stacie Sherman, Auditor V | 06/12/2024 12:57 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Managing Partner, Adelfia | jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | I sent Jennifer the phase II amended timetable, phase III timetable, and asked for the anticipated hours for phase III for the Executive Ethics Commission FY22/23 compliance examination. | |
| Dennis Gibbons, Auditor V | 06/12/2024 01:10 PM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 30 minutes | I proposed to Bill that the FY22 and FY23 SERS census pension and OPEB report engagements be amended/continued into FY25, with a reduction in hours/fee for the FY22 Phase 2 contract and a Phase 3 continuation contract, and an amendment to the FY23 Phase 2 and 3 contracts with final delivery date of 7/12/2024. Bill asked if that could be changed to 7/19/2024, since he would be out of office during the preceding week. I said that was fine and that I would make the change. | |
| Lisa Warden, Auditor V | 06/12/2024 01:22 PM | Jennifer Roan, Partner, Adelfia | No | Jennifer Roan 312-804-xxxx
Lisa Warden 217-370-xxxx | 32 minutes | Discussed whether a contract amendment may be required to complete the compliance examinations of Illinois Courts Commission and Illinois Supreme Court for FY22/23. Asked firm to confirm with the Court audit liaison whether they will provide management letters in time for the firm to finalize that engagement. Discussed actions needed to complete both engagements and impact on timing. | |
| Lisa Warden, Auditor V | 06/12/2024 01:22 PM | Jennifer Roan, Partner, Adelfia | No | Jennifer Roan jsroan - at - adelfiacpas.com
Lisa Warden lwarden - at - auditor.illinois.gov | n/a | Partner stated how much time would be needed to complete the engagement in July for a continuation contract for the FY22/23 Illinois Courts Commission examination. | |
| Reddy Bommareddi, Information Specialist V | 06/12/2024 01:49 PM | Jim Kreiser, Partner, CLA | No | Joel Eshleman, CLA, Partner
Nancy Kaplan, Director, CLA | Email: Jim: james.kreiser-at-claconnect.com; Joel: joel.eshleman-at-claconnect.com; Nancy: nancy.kaplan-at-claconnect.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have inquired with CLA to ensure they are meeting the Phase I hours goal as described in the contract for SOC audits of the Department of Innovation Technology. I have described to them the importance of meeting the Phase I goal, as Phase I and Phase II fall under two different State fiscal years. Jim noted that since they are using more experienced staff on the audit, they may be short of the estimated hours goal due to efficiencies gained with higher level staff. | |
| Dennis Gibbons, Auditor V | 06/12/2024 01:53 PM | Dan Sethness, Partner, RSM US LLP | No | Suralink | I sent Dan the FY23 IDES Phase 2 amendment and Phase 3 continuation contract for review and signature over Suralink. | ||
| Dennis Gibbons, Auditor V | 06/13/2024 07:48 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 SERS census OPEB Phase 2 amendment and Phase 3 continuation contract, and the FY23 SERS census pension Phase 2 and 3 amendments, via Suralink, and I emailed him to notify him. | ||
| Stacie Sherman, Auditor V | 06/13/2024 10:16 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 a request for the expected phase III hours for the Treasurer's audits: College Savings Program, Illinois Funds, and Nonfiscal Officer Responsibilities. I also asked for updated timelines for phase II amendment and timeline for phase III contracts. | |
| Dennis Gibbons, Auditor V | 06/13/2024 10:35 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 2 amended contract. Dan asked if it could be revised to allow the firm to submit a 75% progress billing soon. I said I would look at it again and make some revisions for my director's review. | |
| Dennis Gibbons, Auditor V | 06/13/2024 11:17 AM | Dan Sethness, Partner, RSM US LLP | No | Suralink | I sent Dan the revised FY23 IDES Phase 2 contract amendment over Suralink. | ||
| Dennis Gibbons, Auditor V | 06/13/2024 11:25 AM | Dan Sethness, Partner, RSM US LLP | No | Suralink | Dan sent the signed FY23 IDES Phase 2 amendment and Phase 3 continuation to me via Suralink. | ||
| Lisa Warden, Auditor V | 06/14/2024 02:31 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a - email | Partner counter proposed amended dates for the FY22/23 examination of the Courts Commission. | |
| Lisa Warden, Auditor V | 06/14/2024 02:44 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a - email | OAG manager agreed to partner's counter proposed dates for the amendment and Phase III contract for the FY22/23 Illinois Courts Commission examination. | |
| Lisa Warden, Auditor V | 06/14/2024 02:49 PM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia LLC | arausan - at - adelfiacpas.com
sbsantos - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | n/a - email | I proposed amended timetable dates for the FY22/23 examination of the General Assembly. |
| Logan Jones, Information Services Specialist V | 06/14/2024 03:21 PM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | Forwarded signed quote to Shane. | |
| Logan Jones, Information Services Specialist V | 06/14/2024 03:23 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I asked Dave whether there had been any movement on the MS 365 paperwork between Dell and Microsoft. | ||
| Lisa Warden, Auditor V | 06/14/2024 03:26 PM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia LLC | arausan - at - adelfiacpas.com
sbsantos - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | n/a | Partner counter proposed timetable amendment dates for the FY22/23 examination of the General Assembly. Partner also estimated the number of hours to be incurred in Phase III contract. |
| Logan Jones, Information Services Specialist V | 06/14/2024 03:28 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave responded that he had received the documents from Microsoft, he had entered the information for the enrollment package, and we should be getting forms the following week. | ||
| Lisa Warden, Auditor V | 06/14/2024 05:00 PM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia | arausan - at - adelfiacpas.com
sbsantos - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | n/a - email | OAG manager counter proposed audit hours to move from Phase II contract to Phase III contract for the FY22/23 examination of the General Assembly. |
| Lisa Warden, Auditor V | 06/14/2024 05:08 PM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia | arausan - at - adelfiacpas.com
sbsantos - at - adelfiacpas.com lwarden - at - auditor.illinois.gov | n/a | OAG manager agreed to partner's proposed number of hours to move to Phase III contract for the FY22/23 examination of the General Assembly. |
| Jeanne Michaud, Auditor V | 06/14/2024 08:25 PM | Larry Fraze, Owner, Fraze CPA | No | N/A | E-mail: Lfraze- at -frazecpa.com
jmichaud-at-auditor.illinois.gov | Larry provided revised FY23 contracting documents for the continuation contract of ROE 49. | |
| Lisa Warden, Auditor V | 06/14/2024 10:48 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | N/A - email | OAG manager proposed moving 5% of contract hours to an FY25 Phase III contract and proposed amendment and contract dates for the FY22/23 examination of the Illinois Courts Commission. | |
| Dennis Gibbons, Auditor V | 06/17/2024 07:38 AM | Bill Sarb, Partner, RSM US LLP | No | Suralink | Bill sent me the signed FY22 SERS amendment and FY23 SERS amendments via Suralink. | ||
| Dennis Gibbons, Auditor V | 06/17/2024 07:41 AM | Bill Sarb, Partner, RSM US LLP | No | Phone:
Bill: 847-909-XXXX Dennis: 217-558-XXXX | 5 minutes | Bill called me and said he'd sent me three of the four SERS amendments/continuations over Suralink, but was having difficulty signing the FY22 SERS continuation. I said I would resend it to him over Suralink. | |
| Dennis Gibbons, Auditor V | 06/17/2024 07:47 AM | Bill Sarb, Partner, RSM US LLP | No | Suralink | I resent Bill the FY22 SERS Phase 3 continuation contract over Suralink. | ||
| Stacie Sherman, Auditor V | 06/17/2024 08:04 AM | Jennifer Roan, Partner, Adelfia | No | jsroan-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Jennifer the contract amendment and the continuation contract for the FY22/23 compliance examination of the Executive Ethics Commission for firm signature. | ||
| Stacie Sherman, Auditor V | 06/17/2024 08:51 AM | Jennifer Roan, Partner, Adelfia | No | jsroan-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | Jennifer sent the signed contract amendment and signed continuation contract for the FY22/23 compliance examination of the Executive Ethics Commission. | ||
| Jeanne Michaud, Auditor V | 06/17/2024 09:06 AM | Alex Hagen, Partner, West & Company | No | N/A | E-mail- jmichaud-at-auditor.illinois.gov
ahagen-at-westcpa.com | I informed Alex that his hours and rates have been accepted for the FY24 audits for ROE 3, 11 24 and 40. | |
| Megan Green, Auditor V | 06/17/2024 09:36 AM | Kate Ward, Partner, KEB | No | Josh Shugart, Partner, KEB
Dakota Greer, Manager, KEB | Email
mgreen-at-auditor.illinois.gov katew-at-kebcpa.com joshs-at-kebcpa.com dakotag-at-kebcpa.com | N/A | Regarding the FY22/23 compliance examination of the Illinois Emergency Management Agency and Office of Homeland Security - I asked Kate to complete contract forms for a phase III continuation contract. I also confirmed the revised timetable and number of hours needed for FY25. |
| Stacie Sherman, Auditor V | 06/17/2024 09:54 AM | e | No | earriola-at-rothcocpa.com
ssherman-at-auditor.illinois.gov | I sent Elda the contract amendment and continuation contract for the FY22/23 Department of Public Health compliance examination for firm signature. | ||
| Stacie Sherman, Auditor V | 06/17/2024 10:17 AM | Elda Arriola, Partner, Roth and Company | No | EArriola-at-rothcocpa.com
Ssherman-at-auditor.illinois.gov | Elda sent me the signed contract amendment and continuation contract for the FY22/23 compliance examination of the Department of Public Health. | ||
| Kenneth Matthews, Auditor IV | 06/17/2024 11:55 AM | Ryan Caldwell, Partner, RSM US LLP | No | Email
Ryan: ryan.caldwell- at -rsmus.com Kenny: kjmatthews- at -auditor.illinois.gov | Single email followed up by a single reply | Ryan reached out to ask for more time completing the FY24 DHS contract files and signing of said contract. I confirmed that we could give them more time, with a target of mid-July. | |
| Megan Green, Auditor V | 06/17/2024 01:25 PM | Ryan Randolph, Director, Sikich CPA LLC | No | Amy Sherwood, Partner, Sikich CPA LLC | Email
Mgreen-at-auditor.illinois.gov Ryan.Randolph-at-sikich.com Amy.Sherwood-at-sikich.com | N/A | Ryan, Amy, and I agreed on hours and a revised timetable for a contract amendment and phase III continuation contract for the FY23 Department of Central Management Services engagement. |
| Lisa Warden, Auditor V | 06/17/2024 03:23 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a - email | OAG manager sent to the partner the contract amendment and Phase III contract for the FY22/23 examination of the Illinois Courts Commission for the partner's proposal. | |
| Jeanne Michaud, Auditor V | 06/17/2024 04:08 PM | Darlene Dizon, Manager Roth & Co | No | Aaron Donnelly, Partner, Roth & Co. | E-mail: jmichaud-at-auditor.illinois.gov
ddizon-at-rothcocpa.com adonnelly-at-rothcocpa.com | Darlene proposed hours and rate for her firm to audit Roe 13 for FY24. | |
| Jeanne Michaud, Auditor V | 06/18/2024 03:56 AM | Darlene Dizon, Manager Roth & Co | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
ddizon-at-rothcocpa.com adonnelly-at-rothcocpa.com | Darlene proposed hours and rates for the FY24 audit of ROE 32 and ISC 4. | |
| Megan Green, Auditor V | 06/18/2024 08:32 AM | Amy Sherwood, Partner, Sikich CPA LLC | No | None | Email
mgreen-at-auditor.illinois.gov Amy.Sherwood-at-sikich.com | N/A | I sent the contract amendment and continuation contract for the FY23 Department of Central Management Services engagement for Amy's signature. |
| Lisa Warden, Auditor V | 06/18/2024 08:48 AM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia LLC | arausan - at - adelfiacpas.com
sbsantos - at - auditor.illinois.gov lwarden -at - auditor.illinois.gov | n/a - email | OAG manager sent contract amendment and Phase III contract to partner for approval for the FY22/23 examination of the General Assembly. |
| Stacie Sherman, Auditor V | 06/18/2024 08:49 AM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov | I sent Christine the contract amendments and continuation contracts, for the Treasurers' College Savings Program, Illinois Funds, and Nonfiscal Officer Responsibilities, for signature. | ||
| Jeanne Michaud, Auditor V | 06/18/2024 08:54 AM | Alex Hagen, Partner, West & Company | No | N/A | E-mail:
Jmichaud-at-auditor.illinois.gov ahagen-at-westcpa.com | I uploaded the signed FY23 amendment and continuation contracts for ROE 40 in Suralink. | |
| Megan Green, Auditor V | 06/18/2024 09:50 AM | Amy Sherwood, Partner, Sikich CPA LLC | No | N/A | Email
MGreen-at-auditor.illinois.gov Amy.Sherwood-at-sikich.com | N/A | Amy sent me the signed amendment and continuation contract for the FY23 Department of Central Management Services engagement. |
| Dennis Gibbons, Auditor V | 06/18/2024 10:43 AM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 20 minutes | I resent Bill the FY22 SERS Phase 3 continuation contract over Suralink. He sent me the signed version back over Suralink and notified me via email. | |
| Logan Jones, Information Services Specialist V | 06/19/2024 02:16 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I reached out to inform Dave that we still had not received the enrollment package. | ||
| Megan Green, Auditor V | 06/20/2024 08:53 AM | Kate Ward, Partner, KEB | No | None | Email
mgreen-at-auditor.illinois.gov katew-at-kebcpa.gov | N/A | I provided the phase 2 contract amendment #2 for the FY22/23 compliance examination of the Illinois Emergency Management Agency and Office of Homeland Security for Kate's signature. |
| Dennis Gibbons, Auditor V | 06/20/2024 01:37 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 signed FY23 IDES Phase 2 amendment and Phase 3 continuation contract over Suralink, and notified him over e-mail. | ||
| Dennis Gibbons, Auditor V | 06/20/2024 01:42 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 FY22 and FY23 SERS amendments/continuation over Suralink and notified him over e-mail. | ||
| Stacie Sherman, Auditor V | 06/20/2024 01:44 PM | Jennifer Roan, Partner, Adelfia | No | jsroan-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Jennifer the signed contract amendment and continuation contract for the FY22/23 compliance examination of the Executive Ethics Commission. | ||
| Stacie Sherman, Auditor V | 06/20/2024 01:49 PM | Elda Arriola, Partner, Roth and Company | No | earriola-at-rothcocpa.com
ssherman-at-auditor.illinois.gov | I sent Elda the signed contract amendment and continuation contract for the FY22/23 compliance examination of the Department of Public Health. | ||
| Stacie Sherman, Auditor V | 06/20/2024 02:03 PM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov | I sent Christine the signed contract amendments and continuation contracts for the ongoing Treasurer's audits - College Savings Program, Illinois Funds, and Nonfiscal Officer Responsibilities. | ||
| Megan Green, Auditor V | 06/20/2024 03:05 PM | Kate Ward, Partner, KEB | No | Josh Shugart, Partner
Dakota Greer, Manager | Email
mgreen-at-auditor.illinois.gov katew-at-kebcpa.com joshs-at-kebcpa.com dakotag-at-kebcpa.cm | N/A | Kate provided me with the contracting documents needed for the Phase III continuation contract for the FY22/23 Compliance Examination of the Illinois Emergency Management Agency and Office of Homeland Security. |
| Logan Jones, Information Services Specialist V | 06/20/2024 03:32 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave informed me that our enrollment had gotten hung up in the MS tool. They couldn't get it to send out to us, so they created a new package. | ||
| Megan Green, Auditor V | 06/21/2024 11:11 AM | Dakota Greer, Manager, KEB | No | None | Email
mgreen-at-auditor.illinois.gov Dakotag-at-kebcpa.com | N/A | Dakota provided me with the signed contract amendment #2 for the FY22/23 compliance examination of the Illinois Emergency Management Agency and Office of Homeland Security. |
| Megan Green, Auditor V | 06/21/2024 12:02 PM | Kate Ward, Partner, KEB | No | None | Email
mgreen-at-auditor.illinois.gov katew-at-kebcpa.com | N/A | I send the continuation contract for the FY22/23 compliance examination of the Illinois Emergency Management Agency and Office of Homeland Security for Kate's signature. |
| Logan Jones, Information Services Specialist V | 06/23/2024 06:14 PM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | Sent followup to ensure everything had gone smoothly. | |
| Megan Green, Auditor V | 06/24/2024 08:32 AM | Amy Sherwood, Partner, Sikich CPA LLC | No | None | Email
mgreen-at-auditor.illinois.gov Amy.Sherwood-at-sikich.com | N/A | I sent Amy the final signed contract amendment and continuation contract for the FY23 Department of Central Management Services engagement. |
| Logan Jones, Information Services Specialist V | 06/24/2024 08:47 AM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I contacted Dave to say we still were not receiving the enrollment. | ||
| Dennis Gibbons, Auditor V | 06/24/2024 10:15 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Email and Suralink
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy the FY24 SERS census report contracts for review and signature. | ||
| Dennis Gibbons, Auditor V | 06/24/2024 10:22 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Suralink | Amy sent me the signed FY24 SERS census report contracts. | ||
| Logan Jones, Information Services Specialist V | 06/24/2024 04:25 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave informed me that they had escalated with MS and were waiting for the agreement tool to be fixed. | ||
| Joe Butcher, Audit Director | 06/24/2024 05:07 PM | Katlyn LaCroix, Retirement Consultant, Aon | No | Cory Nanus, Associate Partner, Aon | Email:
katlyn.lacroix-at-aon.com cory.nanus-at-aon.com jbutcher-at-auditor.illinois.gov | Katlyn provided Aon's proposed hours and rate for conducting the CTA reviews. | |
| Megan Green, Auditor V | 06/25/2024 07:39 AM | Kate Ward, Partner, KEB | No | Dakota Greer, Manager, KEB | Email
mgreen-at-kebcpa.com katew-at-kebcpa.com dakotag-at-kebcpa.com | N/A | Kate provided me with the signed continuation contract for the FY22/23 compliance examination of the Illinois Emergency Management Agency and Department of Homeland Security. |
| Logan Jones, Information Services Specialist V | 06/25/2024 03:09 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave informed me that the tool was working and forwarded me the enrollment link. He added that he would need a copy of our purchase order. | ||
| Dennis Gibbons, Auditor V | 06/26/2024 07:05 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Email and Suralink
Amy: amy.sherwood-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Amy the final signed FY24 SERS census report contracts over Suralink and notified her over email. | ||
| Logan Jones, Information Services Specialist V | 06/26/2024 09:10 AM | Shane Patacairk, Partner Success, N-Able | No | Maggie Duckworth, Sam Zwemer sam.zwemer[at]n-able[dot]com, Emily Wentworth Emily.Wentworth- at -n-able.com | shane.patacairk[at]n-able[dot]com | Shane confirmed documents submitted on his end. | |
| Logan Jones, Information Services Specialist V | 06/26/2024 02:49 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I let Dave know that the only hangup we found was our old address on the contract. | ||
| Jeanne Michaud, Auditor V | 06/26/2024 04:37 PM | Darlene Dizon, Manager Roth & Co | No | Aaron Donnelly, Partner, Roth & Co | E-mail:
jmichaud-at-auditor.illinois.gov ddizon-at-rothcocpa.com adonnelly-at-rothcocpa.com | Darlene sent in revised hours and rates for the FY24 audits of ROE 13, 32 and ISC 4. | |
| Megan Green, Auditor V | 06/26/2024 08:05 PM | Kate Ward, Partner, KEB | No | Dakota Greer, Manager, KEB | Email
mgreen-at-auditor.illinois.gov katew-at-kebcpa.com dakotag-at-kebcpa.com | N/A | I provided the final signed amendment #2 and continuation contracts for the Illinois Emergency Management and Office of Homeland Security compliance examination for the two years ended June 30, 2023. |
| Logan Jones, Information Services Specialist V | 06/27/2024 09:04 AM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave let me know he had updated our address on his end, and to expect a new package via email. | ||
| Jim Dahlquist, Senior Administrative Manager | 06/27/2024 01:50 PM | Jim Dahlquist | No | Melissa Van Fossen, National Sales Manager, Becker
Shaida Hong, Sales Consultant, Becker | E-mail: Melissa.VanFossen-at-becker.com
Shaida.Hong-at-becker.com jdahlquist-at-auditor.illinois.gov | Subscription agreement documents for Becker Continuing Professional Education program. | |
| Logan Jones, Information Services Specialist V | 06/27/2024 03:59 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I let Dave know we had not received a new package, and suggested it might be hung up again. | ||
| Logan Jones, Information Services Specialist V | 06/27/2024 04:02 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | Dave forwarded me an updated copy of the enrollment package. | ||
| Logan Jones, Information Services Specialist V | 06/28/2024 02:41 PM | Dave Markko, Software Licensing Specialist, Dell Technologies | No | Dave.Markko[at]dell[dot]com | I let Dave know I had signed and submitted the form through the MS portal, and attached our purchase order. |