May 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. |
|---|---|---|---|---|---|---|---|
| Gordon French IS V |
05/01/2020 08:45 AM | Cathy Crick, sales at CMA Joshua Wells, sales at FoxIT | No | Email: ccrick-at-cmai.com joshua_wells-at-foxitsoftware.com gfrench-at-auditor.illinois.gov |
Request price quote for annaul support for FoxIT Software | ||
| Dennis Gibbons Audit Manager |
05/04/2020 13:04 PM | Amy Sherwood Partner Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com; dgibbons-at-auditor.illinois.gov |
I provided Amy with a counter-proposal of hours for the FY19/20 compliance examination of the Illinois Dept. of Veterans' Affairs, and inquired about some items on the firm's informal proposal. | ||
| Dennis Gibbons Audit Manager |
05/04/2020 13:17 PM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com; dgibbons-at-auditor.illinois.gov |
Amy replied to my counter-proposal and notes on the informal proposal for the Illinois Dept. of Veterans' Affairs. | ||
| Dennis Gibbons Audit Manager |
05/04/2020 14:48 PM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com; dgibbons-at-auditor.illinois.gov |
I replied to Amy's notes on the counter-proposal and other informal proposal issues. | ||
| Dennis Gibbons Audit Manager |
05/04/2020 14:51 PM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com; dgibbons-at-auditor.illinois.gov |
Amy inquired whether I had received an email invitation to a conference on 5/8/20 between myself, IDVA, and Sikich about the IDVA engagement. | ||
| Dennis Gibbons Audit Manager |
05/04/2020 14:54 PM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com; dgibbons-at-auditor.illinois.gov |
I confirmed that I had received the email invitation to the conference on 5/8/20 between myself, IDVA, and Sikich about logistics of the engagement. | ||
| Lisa Warden Audit Manager |
05/01/2020 10:33 AM | Ana Ausan, Partner, Adelfia LLC |
No | Email Ana: arausan-at-adelfiacpas.com Lisa: lwarden-at-auditor.illinois.gov |
Requested change to hours by class of auditors for FY20 Western Illinois University audit. | ||
| Lisa Warden Audit Manager |
05/01/2020 11:40 AM | Ana Ausan, Partner, Adelfia LLC |
No | Email Ana: arausan-at-adelfiacpas.com Lisa: lwarden-at-auditor.illinois.gov |
Partner agreed to proposed change to hours by class of auditors for FY20 Western Illinois University audit. | ||
| Janis Van Durme Senior Audit Manager V |
05/11/2020 09:05 AM | Jennifer Roan, Partner Adelfia LLP |
No | Stella Maria Santos, Managing Partner Adelfia LLP Jane Clark, OAG FC Division Director |
Email: sbsantos-at-adelfiacpas.com jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov, jclark-at-auditor.illinois.gov |
Emailed back and forth between 9:05 am and 12:41 pm | Discussed with Mrs. Roan questions regarding the status of the Informal Proposal for the FY20/21 Illinois and DuQuoin State Fair engagements, specifically regarding the potential cancelation of the Fairs. |
| Janis Van Durme Senior Audit Manager V |
05/11/2020 09:05 AM | Gilda B. Priebe, Partner Adelfia LLP |
No | Stella Maria Santos, Managing Partner Adelfia LLP Jane Clark, OAG FC Division Director |
Email: sbsantos-at-adelfiacpas.com gbpriebe-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov, jclark-at-auditor.illinois.gov |
Emailed Mrs. Roan questions regarding the status of the Informal Proposal for the FY20/21 DuQuoin State Fair engagement. | |
| Janis Van Durme Senior Audit Manager V |
05/11/2020 09:16 AM | Tom Leach, Partner Sikich LLP |
No | Phone: Tom Leach - 217-233-XXXX Janis Van Durme - 217-685-XXXX |
Phone 10 minutes | Mr. Leach and I discussed revised dates to make a 5th amendment to the FY18/19 HFS compliance examination contract timetable. | |
| Reddy Bommareddi Senior Audit Manager V |
05/08/2020 11:45 AM | Ed Ortiz, Partner E.C. Ortiz & Co., LLP |
No | Email: ecortiz-at-ecortiz.com rbommareddi-at-auditor.illinois.gov |
I emailed Ed Ortiz Welcome Letter and proposal documents for the FY20 compliance examination of the Illinois Law Enforcement Training and Standards Board. | ||
| Reddy Bommareddi Senior Audit Manager V |
05/11/2020 11:45 AM | Epifanio Sadural (JoJo), Partner E.C. Ortiz & Co., LLP |
No | Beula Castro, Admin Assistant E.C. Ortiz & Co., LLP |
Email: ecortiz-at-ecortiz.com bscastro-at-ecortiz.com rbommareddi-at-auditor.illinois.gov |
JoJo emailed me proposal documents for the FY20 compliance examination of the Illinois Law Enforcement Training and Standards Board. | |
| Reddy Bommareddi Senior Audit Manager V |
05/11/2020 16:35 PM | Epifanio Sadural (JoJo), Partner E.C. Ortiz & Co., LLP |
No | Beula Castro, Admin Assistant E.C. Ortiz & Co., LLP |
Email: ecortiz-at-ecortiz.com bscastro-at-ecortiz.com rbommareddi-at-auditor.illinois.gov |
I emailed JoJo to check the firm’s preference for receiving contract correspondence. JoJo indicated he prefers to have them in mail addressed to their business address. | |
| Donna Humphries IT Manager |
05/07/2020 12:13 PM | Margaret Getz, Director, Software Sales, CCH Wolters Kluwer | No | Email: Margaret.Getz-at-wolterskluwer.com dhumphries-at-auditor.illinois.gov |
Request quote for FY21 Contract pricing for renewal of WorkPaper Manager | ||
| Gordon French IS V |
05/18/2020 12:49 PM | Patrick Pruitt, Customer Retention Renewal Rep SolarWinds |
No | Email: patrick.pruitt-at-solarwinds.com gfrench-at-auditor.illinois.gov |
Request quote for annual SolarWinds RSM, MSP Manager, Technician License, Security Manager, AV Defender package for FY21 | ||
| Janis Van Durme Senior Audit Manager V |
05/19/2020 12:57 PM | Linda Abernethy, Partner RSM US LLP |
No | Phone: Linda Abernethy - 630-533-XXXX Janis Van Durme - 217-685-XXXX |
Phone 10 minutes | Ms. Abernethy and I discussed revised dates to make a 4th amendment to the FY18/19 DHS compliance examination contract timetable. | |
| Gordon French IS V |
05/19/2020 12:54 PM | Mahdi Elmokashfi, sales/support Matrix Systems Group |
No | Email: mahdi-at-matrixsysinc.com gfrench-at-auditor.illinois.gov |
Request quote for annual GWAVA, Retain, WASP, etc for FY21 | ||
| Gordon French IS V |
05/19/2020 14:36 PM | JP Wilson, Senior Account Executive, ASI | No | Email: jpwilson-at-GoAgilant.com gfrench-at-auditor.illinois.gov |
Request quote for annual firewall support, Sophos/Astaro for FY21 | ||
| Jeanne Michaud Auditor V |
05/20/2020 10:23 AM | Robert Arnholdt, Partner Doehring, Winders & Co. |
No | E-mail: rarnholt-at-dwcocpa.com jmichaud-at-auditor.illinois.gov |
Emails over the course of 6 hrs and 38 min. | Received and negotiated proposed hours and rates for the FY18 and FY19 audits of ROE 51. | |
| Jeanne Michaud Auditor V |
05/21/2020 09:14 AM | Robert Arnholdt, Partner Doehring, Winders & Co. |
No | Phone: Robert Arnholt 217-235-XXXX Jeanne Michaud 815-274-XXXX |
10 minutes | Negotiated hours and rates for FY18 and FY19 audits of ROE 51. | |
| Jeanne Michaud Auditor V |
05/21/2020 19:20 PM | Robert Arnholdt, Partner Doehring, Winders & Co. |
No | E-mail: rarnholt-at-dwcocpa.com jmichaud-at-auditor.illinois.gov |
Notified Robert Arnholt the hours and rates proposed by Doehring, Winders and Co. for the FY18 and FY19 audits of ROE 51 were approved. | ||
| Dennis Gibbons Audit Manager |
05/06/2020 11:36 AM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov |
I informed Amy that the firm's proposal had been accepted for the IDVA engagement, and requested clarification on the preferred effective date of the contract. | ||
| Dennis Gibbons Audit Manager |
05/06/2020 12:17 PM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov |
Amy informed me that an effective date of 5/18/2020 for the Phase I IDVA contract would be fine. | ||
| Dennis Gibbons Audit Manager |
05/06/2020 16:08 PM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov |
I provided Amy with the OAG's copy of Sikich's Firm Business Agreement with OAG, signed 8/31/2011, and asked if she could review it and let me know whether it would be sufficient to include in the IDVA contract. | ||
| Dennis Gibbons Audit Manager |
05/06/2020 16:16 PM | Amy Sherwood, Partner, Sikich LLP |
No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov |
Amy informed me that the Firm Business Agreement signed between OAG and Sikich on 8/31/2011 would be sufficient for use in the IDVA contract. | ||
| Dennis Gibbons Audit Manager |
05/07/2020 14:00 PM | Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs | No | Phone: (312)535-8110 (Conference Call) | 12 minutes | Myself and the other parties listed conducted a teleconference to discuss dates for the FY19/20 Illinois Dept. of Veterans' Affairs entrance conference and cover some logistical issues about the engagement. | |
| Dennis Gibbons Audit Manager |
05/07/2020 14:15 PM | Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs | No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov Jennifer.R.Bourn-at-illinois.gov Joel.A.Meints-at-illinois.gov Ryan.Randolph-at-sikich.com |
Amy provided an email recap of the teleconference, and set some potential dates the week of May 18th for the entrance conference for the FY19/20 IDVA compliance examination. | ||
| Dennis Gibbons Audit Manager |
05/07/2020 14:23 PM | Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs | No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov Jennifer.R.Bourn-at-illinois.gov Joel.A.Meints-at-illinois.gov Ryan.Randolph-at-sikich.com Sunga.Karl2-at-illinois.gov |
Jennifer forwarded Amy's email recap to include Sunga Karl, the IDVA's new Assistant CFO. | ||
| Dennis Gibbons Audit Manager |
05/07/2020 14:25 PM | Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs | No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov Jennifer.R.Bourn-at-illinois.gov Joel.A.Meints-at-illinois.gov Ryan.Randolph-at-sikich.com Sunga.Karl2-at-illinois.gov |
Jennifer provided her availability for an entrance conference for IDVA as 5/20/2020 from 1:30 to 4:00 PM. | ||
| Dennis Gibbons Audit Manager |
05/07/2020 14:30 PM | Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs | No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov Jennifer.R.Bourn-at-illinois.gov Joel.A.Meints-at-illinois.gov Ryan.Randolph-at-sikich.com Sunga.Karl2-at-illinois.gov |
Sunga provided her availability for an entrance conference for IDVA as 5/20/2020 in the afternoon. | ||
| Dennis Gibbons Audit Manager |
05/07/2020 14:37 PM | Amy Sherwood, Partner, Sikich LLP; Ryan Randolph, Senior Audit Manager, Sikich LLP; Joel Meints, Chief Internal Auditor, Illinois Dept. of Veterans' Affairs; Jennifer Bourn, Chief Fiscal Officer, Illinois Dept. of Veterans' Affairs; Sunga Karl, Assistant CFO, Illinois Dept. of Veterans' Affairs | No | Email: Amy.Sherwood-at-sikich.com dgibbons-at-auditor.illinois.gov Jennifer.R.Bourn-at-illinois.gov Joel.A.Meints-at-illinois.gov Ryan.Randolph-at-sikich.com Sunga.Karl2-at-illinois.gov |
I stated that an entrance conference for IDVA on 5/20/2020 in the afternoon would be fine for me. | ||
| Elvin Lay Statewide Single Audit Manger |
05/07/2020 08:44 AM | Cathy Baumann, Partner, KPMG LLP |
No | Email: cbaumann-at-kpmg.com elay-at-auditor.illinois.gov |
Emailed contracting documents to Cathy for signature and processing by the firm | ||
| Gordon French IS V |
05/27/2020 07:17 AM | Elizabeth Bird, Software Renewal Team for MicroFocus | No | Email: Elizabeth.Bird-at-microfocus.com gfrench-at-auditor.illinois.gov |
Request annual quote for OES & Groupwise support for FY21 | ||
| Gordon French IS V |
05/28/2020 11:37 AM | Joe DeDario, Account Manager Zones |
No | Email: joe.dedario-at-zones.com gfrench-at-auditor.illinois.gov |
Request annual quote for annual maintenance for VM Ware for FY21 | ||
| Teresa Davis Fiscal Officer |
05/28/2020 11:24 AM | Melinda Crumly Office Manager Sentinal Pest Control |
No | Email sentinelpestcontrol-at-gmail.com tldavis-at-auditor.illinois.gov |
Requested price quote for FY21 Pest Control Services. | ||
| Teresa Davis Fiscal Officer |
05/28/2020 11:33 AM | Brooke Eastburn Sales Rep Xerox Corporation |
No | Email brooke.eastburn-at-xerox.com tldavis-at-auditor.illinois.gov |
Requested price quote for Xerox Copier - W5645TC (located in Springfield Library). | ||
| Joe Butcher, Performance Audit Director | 05/19/2020 11:32 AM | John Wysocki, Partner, GW & Associates |
No | Email: John.Wysocki-at-cpagwa.com jbutcher-at-auditor.illinois.gov |
John request RFP information for 4 RFPs that had been issued: ISC 1, ISC 2, ROE 16, and ROE 48. I provided the information through the State's file sharing website | ||
| Joe Butcher, Performance Audit Director | 05/22/2020 15:29 PM | John Wysocki, Partner, GW & Associates |
No | Email: John.Wysocki-at-cpagwa.com jbutcher-at-auditor.illinois.gov |
Regarding proposals for ISC 1, ROE 16, and ROE 48, John asked if he should include hours for single audits. On 5/26/20, I replied that he did not need to include those hours as we did not expect the audits to reach the single audit threshold. | ||
| Joe Butcher, Performance Audit Director | 05/26/2020 12:30 PM | Nick Cavaliere, Partner, Baker Tilly Virchow Krause, LLP | No | Phone: Cavaliere 630-645-XXXX Butcher 217-785-XXXX |
20 minutes | Nick called with questions about the recent RFP issued for ROEs. Nick asked about workpapers and turning over workpapers at the end of the audit. I noted that all workpapers become public once the audit is released. He also asked other procedural related questions about the audit process. | |
| Dennis Gibbons, Audit Manager | 05/18/2020 09:15 AM | Joseph Evans, Partner RSM US LLP | No | Email: Joseph.Evans-at-rsmus.com; dgibbons-at-auditor.illinois.gov |
I confirmed with Joe Evans that I would be sending the FY18/19 IDES compliance contract amendment to his home, and confirmed his address. | ||
| Dennis Gibbons, Audit Manager | 05/20/2020 10:20 AM | Joseph Evans, Partner RSM US LLP | No | Email: Joseph.Evans-at-rsmus.com; dgibbons-at-auditor.illinois.gov |
Joe emailed me to confirm receipt of the FY18/19 IDES compliance contract amendment, which he signed and mailed back to OAG. | ||
| Dean Devert Chief of Staff |
05/27/2020 13:50 PM | Bret Hahn, Owner Building Maintenance Services |
No | Phone Hahn: 217-522-XXXX Devert: 815-252-XXXX |
5 minutes | Asked Mr. Hahn if he had received the office's request for a temporary contract for increased janitorial services and he indicated he did and would respond. | |
| Dean Devert Chief of Staff |
05/27/2020 02:02 AM | Bret Hahn, Owner Building Maintenance Services |
No | Email BMS-at-springnet1.com ddevert-at-auditor.illinois.gov |
Received email with attachment from Mr. Hahn of BMS with quote for proposal for increased janitorial services. | ||
| Dean Devert Chief of Staff |
05/28/2020 11:11 AM | Bret Hahn, Owner Building Maintenance Services |
No | Phone: Hahn: 217-522-XXXX Devert: 815-252-XXXX BMS-at-springnet1.com ddevert-at-auditor.illinois.gov |
5 minutes for phone call and email | Discussed the proposal sent to us by BMS the previous day. Asked about delaying date one week from June 1 to June 8, agreement of 2nd page of proposal, and about FY 2021 renewal. On email made him aware of the pro-rated quote for month of June. | |
| Dean Devert Chief of Staff |
05/28/2020 12:08 PM | Bret Hahn, Owner Building Maintenance Services |
No | Email BMS-at-springnet1.com ddevert-at-auditor.illinois.gov |
Received a revised proposal from B.M.S. and forwarded it to our Legal Counsel and Fiscal Officer. | ||
| Dean Devert Chief of Staff |
05/28/2020 16:35 PM | Bret Hahn, Owner Building Maintenance Services |
No | Email BMS-at-springnet1.com ddevert-at-auditor.illinois.gov |
Email to BMS with attached contract for additional janitorial services. | ||
| Teresa Davis Fiscal Officer |
05/29/2020 12:43 PM | Kimberly Kyle O. Catap Purchase Order Associate Xerox Corporation |
No | Email yourXEROXinquiry-at-xerox.com tldavis-at-auditor.illinois.gov |
Received price quote for Xerox Copier - W5645TC (located in Springfield Library). | ||
| Janis Van Durme Senior Audit Manager V |
05/12/2020 11:06 AM | Jennifer Roan, Partner Adelfia LLP |
No | Email: jsroan-at-adelfiacpas.com jvandurme-at-auditor.illinois.gov, |
Discussed with Mrs. Roan questions regarding the status of the Informal Proposal for the FY20/21 Illinois and DuQuoin State Fair engagements. She heard back from the Department that the Fairs will go on as originally scheduled. | ||
| Mike Bradley Senior Administrative Clerk | 05/20/2020 11:20 AM | Kathy at Building Maintenance service | No | Email BMS-at-springnet1.com mbradley- at -auditor.illinois.gov |
Sent email stating we were in need of extra cleaning services because of the COVID-19 | ||
| José G. Roa, Auditor V | 05/15/2020 11:10 AM | Sean Hickey, Manager, Plante & Moran, PLLC | No | Phone: Sean 630-946-XXXX José 773-330-XXXX | 5 minitues | Firm called to discuss informal proposal and adjusting timetable in RFP. | |
| José G. Roa, Auditor V | 05/08/2020 15:48 PM | Christine Torres, Partner, Crowe LLP | No | E-mail: Christine Christine.Torres-at-crowe.com José jroa-at-auditor.illinois.gov | Firm E-mailed items for informal proposal for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination. | ||
| José G. Roa, Auditor V | 05/10/2020 23:35 PM | Christine Torres, Partner, Crowe LLP | No | E-mail: Christine Christine.Torres-at-crowe.com José jroa-at-auditor.illinois.gov | Firm E-mailed Disclosure Forms for informal proposal for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination. | ||
| José G. Roa, Auditor V | 05/12/2020 10:32 AM | Christine Torres, Partner, Crowe LLP | No | E-mail: Christine Christine.Torres-at-crowe.com José jroa-at-auditor.illinois.gov | E-mailed Firm questions on proposed hours for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination. | ||
| José G. Roa, Auditor V | 05/18/2020 14:01 PM | Christine Torres, Partner, Crowe LLP | No | E-mail: Christine Christine.Torres-at-crowe.com José jroa-at-auditor.illinois.gov | Firm E-mailed response to questions on proposed hours for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination. | ||
| José G. Roa, Auditor V | 05/19/2020 13:52 PM | Christine Torres, Partner, Crowe LLP | No | E-mail: Christine Christine.Torres-at-crowe.com José jroa-at-auditor.illinois.gov | Firm E-mailed updated forms for the Illinois Student Assistance Commision FY20 Financial Audits and Compliance Examination. | ||
| José G. Roa, Auditor V | 05/20/2020 08:47 AM | Christine Torres and Chris Mower, Partners, Crowe LLP Sara Metzger, Auditor V, OAG | No | E-mail: Christine Christine.Torres-at-crowe.com Chris Chris.Mower-at-crowe.com José jroa-at-auditor.illinois.gov Sara smetzger-at-auditor.illinois.gov | Firm E-mailed requested changes to contract language for the Illinois Student Assistance Commision and Illinois Treasurer FY20 Enagagements. | ||
| José G. Roa, Auditor V | 05/22/2020 09:09 AM | Christine Torres and Chris Mower, Partners, Crowe LLP Sara Metzger, Auditor V, OAG | No | E-mail: Christine Christine.Torres-at-crowe.com Chris Chris.Mower-at-crowe.com José jroa-at-auditor.illinois.gov Sara smetzger-at-auditor.illinois.gov | Firm E-mailed agreed to contract language changes as discussed for the Illinois Student Assistance Commision and Illinois Treasurer FY20 Enagagements. | ||
| José G. Roa, Auditor V | 05/19/2020 10:21 AM | Joe Kowalski, Partner, Sean Hickey, Manger, Plante Moran PLLC Jane Clark, Director, OAG | No | E-mail: Joe.Kowalski-at-plantemoran.com Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov jclark-at-auditor.illinois.gov | Firm E-mailed agreed to contract language changes as discussed in RFP for the Illinois Power Agency FY20 Financial Audit and Compliance Examination | ||
| José G. Roa, Auditor V | 05/20/2020 16:32 PM | Sean Hickey, Manger, Plante Moran PLLC | No | E-mail: Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov | Firm E-mailed contracting forms for the Illinois Power Agency FY20 Financial Audit and Compliance Examination | ||
| José G. Roa, Auditor V | 05/21/2020 08:48 AM | Sean Hickey, Manger, Plante Moran PLLC | No | E-mail: Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov | E-mailed Firm request for updating forms for the Illinois Power Agency FY20 Financial Audit and Compliance Examination | ||
| José G. Roa, Auditor V | 05/21/2020 09:06 AM | Sean Hickey, Manger, Plante Moran PLLC | No | E-mail: Sean.Hickey-at-plantemoran.com jroa-at-auditor.illinois.gov | Firm E-mailed updated forms for the Illinois Power Agency FY20 Financial Audit and Compliance Examination | ||
| Lisa Warden Audit Manager |
05/21/2020 09:00 AM | Gilda B. Priebe, Partner Adelfia LLP |
No | E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov | Requested Gilda submit proposed revised timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar. | ||
| Lisa Warden Audit Manager |
05/21/2020 16:19 PM | Gilda B. Priebe, Partner Adelfia LLP |
No | Stella Marie Santos, Managing Partner Adelfia LLP |
E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com | Received proposed revised timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar. | |
| Lisa Warden Audit Manager |
05/26/2020 08:40 AM | Gilda B. Priebe, Partner Adelfia LLP |
No | Stella Marie Santos, Managing Partner Adelfia LLP | E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com | Sent counterproposal on timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar. | |
| Lisa Warden Audit Manager |
05/26/2020 08:46 AM | Gilda B. Priebe, Partner Adelfia LLP |
No | Stella Marie Santos, Managing Partner Adelfia LLP | E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com | Gilda agreed to my counterproposal on timetable dates for the FY18/19 audit of the Illinois Board of Admissions to the Bar. | |
| Lisa Warden Audit Manager |
05/27/2020 14:48 PM | Gilda B. Priebe, Partner Adelfia LLP Stella Marie Santos, Managing Partner Adelfia LLP |
No | E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com | Asked who would be the signatory on the contract amendment for FY18/19 Illinois Board of Admission to the Bar audit. | ||
| Lisa Warden Audit Manager |
05/27/2020 14:50 PM | Gilda B. Priebe, Partner Adelfia LLP Stella Marie Santos, Managing Partner Adelfia LLP |
No | E-mail: GBPriebe - at - adelfiacpas.com lwarden-at-auditor.illinois.gov sbsantos - at - adelfiacpas.com | Firm responded regarding who would be the signatory on the contract amendment for FY18/19 Illinois Board of Admission to the Bar audit. |