May 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. |
|---|---|---|---|---|---|---|---|
| Rhonda Huff, Senior Fiscal Assistant | 05/02/2024 07:09 AM | Paul Pelletier, Partner | No | Rhonda Huff, Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Contacted Paul to inquire about status of the contract proposals for IMSA and IMSA Fund. |
| Reddy Bommareddi, Information Specialist V | 05/02/2024 01:29 PM | JoJo Sadural, Partner, Roth & Co., LLP | No | None | Email: Jojo: esadural-at-rothcocpa.com; Reddy:rbommareddi-at-auditor.illinois.gov | I have sent the firm the signed compliance contracts of Law Enforcement Training and Standards Board for the two years ended June 30, 2024. | |
| Reddy Bommareddi, Information Specialist V | 05/02/2024 01:34 PM | Elda Arriola, Partner, Roth | No | Tes Sy, Partner, Roth | Email: Elda: earriola-at-rothcocpa.com; Tes: msy-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have sent the firm the signed contracts of Chicago State University for financial, single audit and compliance examination for the year ended June 30, 2024. | |
| Jose Roa, Auditor V | 05/02/2024 02:16 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | Email and Suralink
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | Sent Firm fully signed FY24 Illinois Workers' Compensation Commission engagement contracts. | ||
| Jose Roa, Auditor V | 05/02/2024 04:16 PM | Ana Ausan, Partner, Adelfia LLC | No | Email
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Firm proposed rate and hours for the FY24 Governors State University financial audit, single audit, and compliance examination. | |
| Jose Roa, Auditor V | 05/03/2024 10:24 AM | Ana Ausan, Partner, Adelfia LLC | No | Email
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Firm agreed to revised rate and hours for the FY24 Governors State University financial audit, single audit, and compliance examination. | |
| Kenneth Matthews, Auditor IV | 05/03/2024 01:31 PM | Crystal Bruns, Supervisor, RSM US LLP | No | Ryan Caldwell, Partner, RSM US LLP | Email
Crystal: crystal.bruns-at-rsmus.com Ryan: ryan.caldwell-at-rsmus.com Kenny: kjmatthews-at-auditor.illinois.gov | 4 hours (from initial email to response) | I reached out to Crystal and Ryan for an update on their informal proposal and if they were going to begin fieldwork prior to 6/30/2024 for the FY24 DHS Financial Audit. Crystal responded that they will not begin work prior to 6/30/2024 and that a Phase 1 contract is not necessary. They will be reaching out soon to get the Phase II contract in place. |
| Lisa Warden, Auditor V | 05/06/2024 07:45 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | n/a | Partner provided requested information re: the FY24 contract for the SIU audit. | |
| Christian Cortes, Auditor III | 05/06/2024 09:27 AM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | E-mail:
ccortes-at-auditor.illinois.gov Lrodrigo-at-rothcocpa.com | N/A | I emailed Leilani about amending the engagement timetable for the FY22/23 Deaf and Hard of Hearing compliance examination. |
| Dennis Gibbons, Auditor V | 05/06/2024 09:30 AM | Dan Sethness, Partner, RSM US LLP | No | Phone
Dan: 847-421-XXXX Dennis: 217-558-XXXX | 15 minutes | Dan and I discussed the FY24 IDES informal proposal, particularly about whether the firm feels confident it will be able to use its proposed Phase I hours within the short window of time for Phase I. | |
| Lisa Warden, Auditor V | 05/06/2024 09:48 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | n/a | Partner provided additional information requested for the contract for the FY24 audit of SIU. | |
| Quentin Kuntzman, Auditor IV | 05/06/2024 11:10 AM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | 2 emails over 2 hours | I contacted Elda to discuss the firm's interest and independence in performing the FY23/24 compliance examination of the Department of Innovation and Technology and FY24 financial audit of the Department's Technology Management Revolving Fund. Elda confirmed the firm’s interest in independence. |
| Lisa Warden, Auditor V | 05/06/2024 11:18 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | n/a | Partner provided requested information re: the proposal for the FY24 audit of SIU. | |
| Rhonda Huff, Senior Fiscal Assistant | 05/06/2024 11:48 AM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Firm provided IMSA informal proposal, FY24 Survey and Planning Update, Trustees mtg dates, and Org Chart. |
| Jose Roa, Auditor V | 05/06/2024 01:40 PM | Vicki VanDenBerg, Partner, Plante Moran PLLC | No | Brian Greko, Partner, Plante Moran PLLC | Email and Suralink
vicki.vandenberg-at-plantemoran.com Brian.Greko-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Firm provided contracting material for the FY24 Northeastern Illinois University financial audit, single audit, and compliance examination. |
| Dennis Gibbons, Auditor V | 05/06/2024 01:57 PM | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Director, Sikich LLP | Email
Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov | I asked the firm to let me know realistic revised dates for delivery of the FY22 and FY23 SERS pension and OPEB census reports. Ryan responded and indicated that a final delivery date of 5/31/24 would be reasonable. | |
| Quentin Kuntzman, Auditor IV | 05/06/2024 02:27 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | I sent Elda the Welcome Letter and related attachments for the FY23/24 engagement of the Department of Innovation and Technology. | |
| Megan Green, Auditor V | 05/06/2024 02:28 PM | 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 asked Amy to provide updated contract timetables for the Commission on Equity and Inclusion and Department of Central Management Services engagements. She responded with the revised timetables. |
| Dennis Gibbons, Auditor V | 05/06/2024 02:45 PM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Bill if it would be feasible to amend the final delivery dates for the FY23 ISBI, FY23 SRS, and FY22 SRS engagements to 5/31/2024. | ||
| Lisa Warden, Auditor V | 05/06/2024 03:04 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - PlanteMoran.com
LWarden - at - auditor.illinois.gov | n/a | OAG manager requested clarification on proposed staffing for the FY24 audit of SIU. | |
| Jose Roa, Auditor V | 05/06/2024 05:13 PM | Christine Torres, Partner, Crowe LLP | No | Email
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Firm provided contracting materials for the FY23/24 Illinois Student Assistance Commission Financial Audits, compliance examination, agreed upon procedures, and IS Review. | |
| Dennis Gibbons, Auditor V | 05/07/2024 06:55 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I emailed Dan about some questions/comments I had on the FY24 IDES informal proposal, to include asking if the firm would consider a different number of hours and fixed fee, and also a request for the firm to reduce the proposed Phase I hours due to historically not incurring as many Phase I hours as expected. | ||
| Dennis Gibbons, Auditor V | 05/07/2024 08:45 AM | Dan Sethness, Partner, RSM US LLP | No | Phone
Dan: 847-421-XXXX Dennis: 217-558-XXXX | 10 minutes | Dan called to discuss the questions/comments about the FY24 IDES informal proposal. He proposed a different amount of hours that would result in a fixed fee somewhere between the initial proposed fee and my counter-proposal. I told him I would discuss it with my office and get back to him. | |
| Dennis Gibbons, Auditor V | 05/07/2024 10:10 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I emailed Dan to say I had discussed his counter-offer for the FY24 IDES engagement with my division director, and the OAG could accept it. I asked Dan to please provide me revised informal proposal worksheets to reflect the breakdown of the new proposed number of hours (3,600). | ||
| Rhonda Huff, Senior Fiscal Assistant | 05/07/2024 10:42 AM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Verified on Schedule 2 of the contract proposal that it was a mistake in marking 5 interns. Paul replied back "no interns". |
| Jose Roa, Auditor V | 05/07/2024 11:30 AM | Vicki VanDenBerg, Partner, Plante Moran PLLC | No | Brian Greko, Partner, Plante Moran PLLC | Email
vicki.vandenberg-at-plantemoran.com Brian.Greko-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Sent to Firm changes to contracting forms and questions on rate and hours for the FY24 Northeastern Illinois University financial audit, single audit, and compliance examination. |
| Lisa Warden, Auditor V | 05/07/2024 12:05 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | n/a | OAG manager asked for additional information re: the FY24 audit contract for Siu. | |
| Jose Roa, Auditor V | 05/07/2024 12:06 PM | Christine Torres, Partner, Crowe LLP | No | Email
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov" | N/A | Sent to Firm document requests and changes to forms for the FY23/24 Illinois Student Assistance Commission Financial Audits, compliance examination, agreed upon procedures, and IS Review. | |
| Dennis Gibbons, Auditor V | 05/07/2024 12:49 PM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Dan provided me the revised informal proposal worksheets for the FY24 IDES engagement. | ||
| Quentin Kuntzman, Auditor IV | 05/07/2024 06:30 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | Elda provided the firm's informal proposal for the FY23/24 compliance examination of the Department of Innovation and Technology and FY24 financial audit of the Technology Management Revolving Fund. | |
| Christian Cortes, Auditor III | 05/07/2024 11:48 PM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | E-mail:
Lrodrigo-at-rothcocpa.com ccortes-at-auditor.illinois.gov | N/A | Leilani provided me with proposed dates for the revised timetable for the FY22/23 Deaf and Hard of Hearing compliance examination. |
| Jose Roa, Auditor V | 05/08/2024 06:10 AM | Vicki VanDenBerg, Partner, Plante Moran PLLC | No | Brian Greko, Partner, Plante Moran PLLC | Email and Suralink
vicki.vandenberg-at-plantemoran.com Brian.Greko-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Firm confirmed changes to contracting forms and provided responses to questions on rate and hours for the FY24 Northeastern Illinois University financial audit, single audit, and compliance examination. |
| Dennis Gibbons, Auditor V | 05/08/2024 07:16 AM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I shared with Bill the contract amendments for the FY23 ISBI, FY23 SERS/JRS/GARS, and FY22 SERS/JRS/GARS engagements via Suralink and notified him via email. | ||
| Dennis Gibbons, Auditor V | 05/08/2024 07:19 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Bill to please sign and return the FY24 ISBI contracts that I sent him on 4/24/2024. | ||
| Jeanne Michaud, Auditor V | 05/08/2024 09:12 AM | Anthony Cervini, Partner, Sikich | No | Lindsay Fish, Manager, Sikich
Amy Sherwood, Partner, Sikich Jeanne Michaud, Manager, OAG | E-mail: jmichaud- at -auditor.illinois.gov
anthony.cervini- at -sikich.com lindsay.fish- at -sikich.com amy.sherwood- at -sikich.com | Sent proposed timetable revisions for the FY20 contract of ROE 34 to Anthony. | |
| Jeanne Michaud, Auditor V | 05/08/2024 10:39 AM | Anthony Cervini, Partner, Sikich | No | Lindsey Fish, Manager, Sikich
Amy Sherwood, Partner, Sikich | E-mail:
jmichaud- at -auditor.illinois.gov anthony.cervini- at -sikich.com lindsey.fish- at -sikich.com amy.sherwood- at -sikich.com | Anthony approved the revised timetable for the FY20 audit of ROE 34. | |
| Quentin Kuntzman, Auditor IV | 05/08/2024 10:59 AM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | 4 emails over 3.5 hours | I sent Elda follow up questions regarding the number of hours included in the firm's proposal for the FY23/24 DoIT engagement. Elda agreed to reduce the overall hours and reallocate some of the hours by engagement area documented in the proposal and submitted revised informal proposal documents. |
| Jose Roa, Auditor V | 05/08/2024 12:37 PM | Christine Torres, Partner, Crowe LLP | No | Email
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Firm mailed additional documents and confirmed changes to forms for the FY23/24 Illinois Student Assistance Commission Financial Audits, compliance examination, agreed upon procedures, and IS Review. | |
| Stephanie Wildhaber, Auditor IV | 05/08/2024 12:56 PM | Gilda Belmonte Priebe, Partner, Adelfia, LLC | No | Email:
Gilda Priebe: gbpriebe-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent the contracts for the FY23/24 compliance examination of the Illinois State Police to Ms. Priebe for signature. | ||
| Stephanie Wildhaber, Auditor IV | 05/08/2024 01:45 PM | Gilda Belmonte Priebe, Partner, Adelfia, LLC | No | Email:
Gilda Priebe: gbpriebe-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Priebe sent me the signed contracts for the FY23/24 Compliance Examination of the Illinois State Police. | ||
| Dennis Gibbons, Auditor V | 05/08/2024 01:52 PM | Dan Sethness, Partner, RSM US LLP | No | Email and Suralink
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I shared with Dan the FY24 IDES contracts over Suralink and notified him over email. | ||
| Lisa Warden, Auditor V | 05/08/2024 02:06 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - auditor.illinois.gov
Lwarden - at - auditor.illinois.gov | n/a | Informed partner contracts prepared for the FY24 audit of SIU. | |
| Jose Roa, Auditor V | 05/08/2024 02:59 PM | Vicki VanDenBerg, Partner, Plante Moran PLLC | No | Brian Greko, Partner, Plante Moran PLLC | Email and Suralink
vicki.vandenberg-at-plantemoran.com Brian.Greko-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Sent to Firm contracts for review and signature for the FY24 Northeastern Illinois University financial audit, single audit, and compliance examination. |
| Dennis Gibbons, Auditor V | 05/08/2024 03:14 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 FY24 IDES contracts via Suralink and informed me via email. | ||
| Megan Green, Auditor V | 05/08/2024 08:33 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
Adam.Pulley-at-claconnect.com MGreen-at-auditor.illinois.gov | N/A | Adam sent me the contracting documents for the FY24 financial audit and FY23/24 compliance examination of the Department of Transportation. |
| Dennis Gibbons, Auditor V | 05/09/2024 07:02 AM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Bill sent me the signed FY24 ISBI contracts via Suralink and informed me via email. | ||
| Jose Roa, Auditor V | 05/09/2024 09:41 AM | Ana Ausan, Partner, Adelfia LLC | No | Email and Suralink
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Firm provided contracting materials for the FY24 Governors State University financial audit, single audit, and compliance examination. | |
| Quentin Kuntzman, Auditor IV | 05/09/2024 10:52 AM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | I provided Elda the FY23/24 Department of Innovation and Technology Contracts for her review and signature. | |
| Quentin Kuntzman, Auditor IV | 05/09/2024 12:36 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | Elda returned the FY23/24 DoIT Contracts signed by the firm. | |
| Rhonda Huff, Senior Fiscal Assistant | 05/09/2024 01:28 PM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Sent Paul an email letting him know the contracts for IMSA had been shared via Suralink. |
| Dennis Gibbons, Auditor V | 05/09/2024 02:17 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 FY24 IDES contracts, signed by all parties, via Suralink and notified him via email. | ||
| Dennis Gibbons, Auditor V | 05/09/2024 02:21 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 FY24 ISBI contracts, signed by all parties, via Suralink and notified him via email. | ||
| Jose Roa, Auditor V | 05/09/2024 02:32 PM | Vicki VanDenBerg, Partner, Plante Moran PLLC | No | Brian Greko, Partner, Plante Moran PLLC | Email and Suralink
vicki.vandenberg-at-plantemoran.com Brian.Greko-at-plantemoran.com jroa-at-auditor.illinois.gov | N/A | Sent to Firm fully signed contract for the FY24 Northeastern Illinois University financial audit, single audit, and compliance examination. |
| Quentin Kuntzman, Auditor IV | 05/09/2024 03:19 PM | Maria Balita, Owner, Maharlika PLLC | No | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com | Maria inquired to determine if the firm's CPA license number or Stat of IL business registration number was to be entered on one of the Welcome Letter attachment forms. I informed Maria that the Firm's CPA License number should be entered into the field in question. | ||
| Courtney Dzierwa, Statewide Single Audit Manager | 05/09/2024 03:25 PM | Jason Rosheisen, Audit Managing Director, KPMG | No | None | Phone
Dzierwa - 217-524-XXXX Rosheisen - 312-665-XXXX | 4 minutes | Reminded Jason of the need to receive KPMG's FY24 informal proposal documents to move forward with contracting. |
| Lisa Warden, Auditor V | 05/09/2024 03:46 PM | Elda Arriola, Partner, Roth and Co | No | Elda 312-235-xxxx
Lisa 217-370-xxxx | 20 minutes | Negotiated terms of the FY23/24 contract engagements for EPA, EPTFC and PCB | |
| Lisa Warden, Auditor V | 05/09/2024 03:46 PM | Elda Arriola, Partner, Roth and Co | No | Elda 312-235-xxxx
Lisa 217-370-xxxx | 1 minute | Negotiated additional term of the contract for the FY23/24 EPA, EPTFC and PCB engagements. | |
| Lisa Warden, Auditor V | 05/09/2024 03:46 PM | Elda Arriola, Partner, Roth and Co | No | Earriola - at - rothcocpa.com
Lwarden - at - auditor.illinois.gov | Partner submitted information of changes at the agencies which could impact the level of audit effort for the FY23/24 engagement for EPA, EPTFC and PCB | ||
| Lisa Warden, Auditor V | 05/09/2024 03:46 PM | Elda Arriola, Partner, Roth and Co | No | Elda 312-235-xxxx
Lisa 217-370-xxxx | 13 minutes | Discussed proposal for the FY23/24 EPA, EPTFC and PCB contract engagements. | |
| Courtney Dzierwa, Statewide Single Audit Manager | 05/09/2024 03:51 PM | Ryan Caldwell, Partner, RSM US LLP | No | Megan Green, Auditor V, Office of the Auditor General
Crystal Bruns, Supervisor, Delivery Product Management, RSM US LLP | Email:
cdzierwa - at - auditor.illinois.gov ryan.caldwell - at - rsmus.com mgreen - at - auditor.illinois.gov crystal.bruns - at - rsmus.com | N/A - Email | Sent Ryan proposed Schedule 1 revisions for the DHS financial and compliance engagements in anticipation of a contract amendment for timetable. |
| Stacie Sherman, Auditor V | 05/09/2024 04:01 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Managing Partner, Adelfia | gbpriebe-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | I sent Gilda the amended timeline for the Liquor Control Commission FY22/23 compliance examination. | |
| Stephanie Wildhaber, Auditor IV | 05/10/2024 09:30 AM | Gilda Belmonte Priebe, Partner, Adelfia, LLC | No | Email:
Gilda Priebe: gbpriebe-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I resend the FY25 contract for the FY23/24 Compliance Examination of the Illinois State Police to Ms. Priebe for signature. The previous contract sent had an error occur when printing. | ||
| Quentin Kuntzman, Auditor IV | 05/10/2024 10:04 AM | Maria Balita, Owner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com kmmontejo-at-maharlikacpa.com | Maria provided the firm's informal proposal for the FY23/24 compliance examination of the Department on Aging. | |
| Jeanne Michaud, Auditor V | 05/10/2024 10:38 AM | Ashley Norton, Auditor, Kemper CPA Group | No | N/A | E-mail: anorton-at-kempercpa.com
jmichaud-at-auditor.illinois.gov | Ashley uploaded proposed hours and rates and contracting documents for the FY23 audit of ROE 30. | |
| Quentin Kuntzman, Auditor IV | 05/10/2024 10:43 AM | Maria Balita, Owner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com kmmontejo-at-mahalika.com | 2 emails over 1 hour | I sent Maria a follow-up questions on the informal proposal documents submitted, and Maria provided revised informal proposal documents. |
| Stacie Sherman, Auditor V | 05/10/2024 11:00 AM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Managing Partner, Adelfia | gbpriebe-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.com | I sent Gilda the contract amendment for the FY23 Liquor Control Commission compliance examination. | |
| Quentin Kuntzman, Auditor IV | 05/10/2024 12:45 PM | Maria Balita, Owner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com kmmontejo-at-mahalika.com | I sent Maria the OAG's Firm Business Associate Agreement to complete and return in order to complete the contracting process for the FY23/24 Department on Aging engagement. | |
| Logan Jones, Information Services Specialist V | 05/10/2024 02:36 PM | Shane Patacairk, Partner Success , N-Able | No | Sam Zwemer sam.zwemer[at]n-able[dot]com | shane.patacairk[at]n-able[dot]com | Shane sent me a renewal quote for N-Central and Help Desk Manager | |
| Jose Roa, Auditor V | 05/10/2024 02:36 PM | Ana Ausan, Partner, Adelfia LLC | No | Email and Suralink
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Firm provided timetables for the FY24 Governors State University financial audit, single audit, and compliance examination. | |
| Rhonda Huff, Senior Fiscal Assistant | 05/10/2024 04:57 PM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Firm shared signed IMSA contracts via Suralink. |
| Jose Roa, Auditor V | 05/10/2024 05:41 PM | Villalyn Baluga, Associate Vice President for Finance, Governors State University | No | Nuthatai De Castro, Assistant Chief Accountant, Governors State University
Ana Ausan, Partner, Adelfia LLC | Email
vbaluga-at-govst.edu ndecastro-at-govst.edu arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Discussed with Governors State University and Firm changes to timetables for the FY24 Governors State University financial audit, single audit, and compliance examination. |
| Quentin Kuntzman, Auditor IV | 05/12/2024 10:21 PM | Maria Balita, Owner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com kmmontejo-at-mahalika.com | Maria returned the signed firm business associate agreement to me. | |
| Dennis Gibbons, Auditor V | 05/13/2024 07:03 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Bill to please provide the signed amendments for FY23 ISBI, FY23 SERS/JRS/GARS, and FY22 SERS/JRS/GARS contracts as soon as possible so they could be signed by all parties. | ||
| Jeanne Michaud, Auditor V | 05/13/2024 07:32 AM | Amy Sherwood, Partner, Sikich | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
amy.sherwood-at-sikich.com | Amy uploaded the revised disclosure form for the FY20 audit of ROE 34 though the Sikich Portal. | |
| Dennis Gibbons, Auditor V | 05/13/2024 07:51 AM | Bill Sarb, Partner, RSM US LLP | No | Suralink | Bill provided me the signed amendments for the FY23 ISBI, FY23 SERS/JRS/GARS, and FY22 SERS/JRS/GARS contracts. | ||
| Christian Cortes, Auditor III | 05/13/2024 10:42 AM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | JoJo Sadural, Partner, Roth & Co., LLP | E-mail:
Lrodrigo-at-rothcocpa.com esadural-at-rothcocpa.com ccortes-at-auditor.illinois.gov | N/A | I sent Leilani and Jojo the FY22/23 Deaf and Hard of Hearing Commission contract amendment for her review and signature via Suralink, and emailed her to notify her. |
| Dennis Gibbons, Auditor V | 05/13/2024 11:05 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 amendments for the FY23 ISBI, FY23 SERS/JRS/GARS, and FY22 SERS/JRS/GARS contracts, signed by all parties. | ||
| Courtney Dzierwa, Statewide Single Audit Manager | 05/13/2024 11:41 AM | Ryan Caldwell, Partner, RSM US LLP | No | Megan Green, Auditor V, Illinois Office of the Auditor General | Suralink | N/A - Suralink transmission | Transmitted the proposed DHS amendment for timetable to partner for signature. |
| Quentin Kuntzman, Auditor IV | 05/13/2024 01:35 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | I provided Elda copies of the final, signed FY23/24 DoIT Contracts. | |
| Quentin Kuntzman, Auditor IV | 05/13/2024 01:35 PM | Elda Arriola, Partner, Roth & Co. LLP | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | I provided Elda copies of the final, signed FY23/24 DoIT Contracts. | |
| Stephanie Wildhaber, Auditor IV | 05/13/2024 02:22 PM | Gilda Belmonte Priebe, Partner, Adelfia, LLC | No | Stella Santos, Partner, Adelfia, LLC | Email:
Gilda Priebe: gbpriebe-at-adelfiacpas.com Stella Santos: sbsantos-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | I sent a copy of the signed FY23/24 contracts for the compliance examination of the Illinois State Police to Adelfia for their records. | |
| Stacie Sherman, Auditor V | 05/13/2024 02:52 PM | Jennifer Roan, Partner, Adelfia LLC | No | jsroan-at-adelfiacpas.com
SSherman-at-auditor.illinois.gov | Jennifer sent the amended timetable for the FY22/23 compliance examination of the Executive Ethics Commission. | ||
| Lisa Warden, Auditor V | 05/13/2024 03:55 PM | Mike Lawler, Partner, West & Co | No | Mlawler - at - westcpa.com
LWarden - at - auditor.illinois.gov | n/a | OAG manager proposed amended timetable dates for the FY22/23 examination of the Office of the Governor. | |
| Lisa Warden, Auditor V | 05/13/2024 04:11 PM | Gilda Priebe, Partner, Adelfia | No | gbpriebe - at - adelfiacpas.com
lwarden - at - adelfiacpas.com | n/a | OAG manager proposed amended timetable dates for the FY22/23 examination of ICCB | |
| Lisa Warden, Auditor V | 05/13/2024 04:11 PM | Gilda Priebe, Partner, Adelfia | No | gbpriebe - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a | Partner agreed to proposed timetable amendment for FY22/23 ICCB examination | |
| Lisa Warden, Auditor V | 05/13/2024 04:19 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at -adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a | Proposed amended timetable for FY22/23 Illinois Supreme Court examination. | |
| Lisa Warden, Auditor V | 05/13/2024 04:27 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a | OAG manager proposed amended timetable dates for the Fy22/23 examination of the Illinois Courts Commission | |
| Lisa Warden, Auditor V | 05/13/2024 04:34 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a | Partner agreed to proposed timetable amendment for FY22/23 Supreme Court examination | |
| Lisa Warden, Auditor V | 05/13/2024 04:36 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a | Partner agreed to proposed amended dates for the FY22/23 examination of the Courts Commission. | |
| Lisa Warden, Auditor V | 05/13/2024 04:40 PM | Mike Lawler, Partner, West & Co | No | Mlawler - at - westcpa.com
LWarden - at - auditor.illinois.gov | n/a | Partner agreed to proposed amended timetable dates for the FY22/23 examination of the Office of the Governor. | |
| Stephanie Wildhaber, Auditor IV | 05/14/2024 12:30 AM | Jennifer Roan, Partner, Adelfia | No | Email:
Jennifer Roan: jsroan-at-adelfiacpas.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov | Ms. Roan sent me the signed FY25 contract for the FY23/24 compliance examination of the Illinois State Police. | ||
| Reddy Bommareddi, Information Specialist V | 05/14/2024 08:18 AM | Tes Sy, Partner, Roth & Co., LLP | No | Jojo Sadural, Partner, Roth | Email: Tes: msy-at-rothcocpa.com; Jojo: esadural-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | Tes sent me the informal proposal documents for the financial audit of the Illinois Conservation Foundation for the year ending June 30, 2024. I replied back indicating the acknowledgment of the proposal documents. | |
| Megan Green, Auditor V | 05/14/2024 08:59 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
Adam.Pulley-at-claconnect.com MGreen-at-auditor.illinois.gov | N/A | I provided the contracts for the FY24 financial audit and FY23/24 compliance examination of the Department of Transportation to Adam for his signature. |
| Megan Green, Auditor V | 05/14/2024 09:15 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
Adam.Pulley-at-claconnect.com MGreen-at-auditor.illinois.gov | N/A | Adam provided me with the signed contract for the FY24 financial audit and the FY23/24 compliance examination of the Department of Transportation. |
| Quentin Kuntzman, Auditor IV | 05/14/2024 09:26 AM | Maria Balita, Owner, Maharlika PLLC | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com | I provided Maria the FY23/24 Department on Aging contracts for her review and signature. | |
| Quentin Kuntzman, Auditor IV | 05/14/2024 09:58 AM | Maria Balita, Owner, Maharlika PLLC | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com | Maria returned the FY23/24 Department on Aging Contracts signed by the firm. | |
| Lisa Warden, Auditor V | 05/14/2024 11:08 AM | Ana Ausan, Partner, Adelfia | No | 11 minutes | Ana 312-451-xxxx
Lisa 217-370-xxxx | Discussed and agreed upon amended timetable dates for the FY22/23 examination of the General Assembly. | |
| Reddy Bommareddi, Information Specialist V | 05/14/2024 01:19 PM | Tes Sy, Partner, Roth & Co., LLP | No | Jojo Sadural, Partner, Roth | Email: Tes: msy-at-rothcocpa.com; Jojo: esadutal-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded the draft contract of the Illinois Conservation Foundation for the year ended June 30, 2024 for the firm signatures. Jojo sent the signed contract back to me. | |
| Jose Roa, Auditor V | 05/14/2024 01:32 PM | Ana Ausan, Partner, Adelfia LLC | No | Email and Suralink
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Firm provided revised timetables and confirmed final changes for the FY24 Governors State University financial audit, single audit, and compliance examination. | |
| Jose Roa, Auditor V | 05/14/2024 03:06 PM | Ana Ausan, Partner, Adelfia LLC | No | Email and Suralink
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Provided contracts to Firm for review and signature for the FY24 Governors State University financial audit, single audit, and compliance examination. | |
| Jeanne Michaud, Auditor V | 05/14/2024 04:17 PM | Ashley Norton, Auditor, Kemper CPA Group | No | Kimberly Walker, Partner, Kemper CPA | E-mail: jmichaud-at-auditor.illinois.gov
anorton-at-kempercpa.com kwalker-at-kempercpa.com | I let Ashley know the hours and rate proposed by her firm for the FY23 audit of ROE 30 were accepted. | |
| Christian Cortes, Auditor III | 05/14/2024 10:57 PM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | E-mail
lrodrigo-at-rothcocpa.com ccortes-at-auditor.illinois.gov | N/A | Leilani sent me the signed contract amendment for the FY22/23 Deaf and Hard of Hearing compliance examination via Suralink and notified me via email. |
| Stacie Sherman, Auditor V | 05/15/2024 07:45 AM | Barb Jarocki, Client Service Manager, RSM US LLP | No | Bill Sarb, Partner, RSM US LLP | Barbara.Jarocki-at-rsmus.com
Bill.Sarb-at-rsmus.com ssherman-at-auditor.illinois.gov | Barb sent the contract proposal for the FY24 financial audit and FY23/24 compliance examination of the Department of Revenue. | |
| Stacie Sherman, Auditor V | 05/15/2024 09:26 AM | Jennifer Roan, Partner, Adelfia LLC | No | jsroan-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | I sent Jennifer the contract amendment for the FY22/23 compliance examination of the Executive Ethics Commission for her signature. | ||
| Stacie Sherman, Auditor V | 05/15/2024 09:52 AM | Jennifer Roan, Partner, Adelfia LLC | No | jsroan-at-adelfiacpas.com
ssherman-at-auditor.illinois.gov | Jennifer sent back the signed contract amendment for the FY22/23 compliance examination of the Executive Ethics Commission. | ||
| Jeanne Michaud, Auditor V | 05/15/2024 10:29 AM | Amy Sherwood, Partner, Sikich | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
amy.sherwood-at-sikich.com | I uploaded the signed contract amendment #2 for the FY20 audit of ROE 34 to suralink. | |
| Megan Green, Auditor V | 05/15/2024 11:29 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | None | Email
Adam.Pulley-at-claconnect.com M.Green-at-auditor.illinois.gov | N/A | I sent Adam the final signed contracts for the FY24 financial audit and the FY23/24 compliance examination of the Department of Transportation. |
| Jeanne Michaud, Auditor V | 05/15/2024 12:59 PM | Stella Santos, Partner, Adelfia, LLC | No | Jennifer Roan, Partner, Adelfia
Mavie Valera, Partner Adelfia Jennifer Baptist, Manager, OAG | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jbaptist-at-auditor.illinois.gov | E-mails over the course of 39 minutes. | I e-mailed Stella's firm to propose a revision to Schedule 1 and current TIN, Standard Certification and Disclosures forms for the FY23 Phase 1 and 2 contracts for ROE 44. The firm agreed with the change and provided revised forms. |
| Quentin Kuntzman, Auditor IV | 05/15/2024 01:06 PM | Maria Balita, Owner, Maharlika PLLC | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov mfbalita-at-maharlikacpa.com | I provided Maria copies of the final, signed FY23/24 Department on Aging Contracts. | |
| Reddy Bommareddi, Information Specialist V | 05/15/2024 01:24 PM | Amy Sherwood, Partner, Sikich | No | None | Email: Amy: amy.sherwood-at-sikich.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have sent Amy Sherowood signed amended contracts of the Office of Comptroller's fiscal and nonfiscal officer for the fiscal year(s) ending June 30, 2024. These amendments were made to reflect Sikich's reorganization. | |
| Stacie Sherman, Auditor V | 05/15/2024 01:32 PM | Jennifer Roan, Partner, Adelfia LLC | No | jsroan-at-adelfiacpas.com | I sent Jennifer the final signed amendment for the FY22/23 compliance examination of the Executive Ethics Commission. | ||
| Stacie Sherman, Auditor V | 05/15/2024 01:33 PM | Gilda Priebe, Partner, Adelfia | No | gbpriebe-at-adelfiacpas.com
ssherman-at-auditor.illlinois.gov | I sent Gilda the final amendment for the FY22/23 compliance examination of the Liquor Control Commission. | ||
| Jose Roa, Auditor V | 05/15/2024 01:39 PM | Christine Torres, Partner, Crowe LLP | No | Email and Suralink
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Sent to Firm contracts for review and signature for the FY23/24 Illinois Student Assistance Commission Financial Audits, compliance examination, agreed upon procedures, and IS Review. | |
| Jose Roa, Auditor V | 05/15/2024 01:43 PM | Ana Ausan, Partner, Adelfia LLC | No | Email and Suralink
arausan-at-adelfiacpas.com jroa-at-auditor.illinois.gov | N/A | Provided fully signed contracts to Firm for the FY24 Governors State University financial audit, single audit, and compliance examination. | |
| Rhonda Huff, Senior Fiscal Assistant | 05/15/2024 01:50 PM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Firm provided IMSA Fund Informal Proposal, Org Chart, and Preliminary Survey. |
| Rhonda Huff, Senior Fiscal Assistant | 05/15/2024 02:01 PM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Sent Paul the completed contracts for IMSA via Suralink. |
| Christian Cortes, Auditor III | 05/15/2024 02:07 PM | Leilani Rodrigo, Partner, Roth & Co., LLP | No | None | E-mail
lrodrigo-at-rothcocpa.com ccortes-at-auditor.illinois.gov | N/A | I sent Leilani the signed contract amendment for the FY22/23 Deaf and Hard of Hearing Commission compliance examination via Suralink, and notified her via email. |
| Jeanne Michaud, Auditor V | 05/16/2024 01:35 PM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com | I uploaded the FY23 Phase 1 and Phase 2 contracts for ROE 44 through Suralink. | |
| Jeanne Michaud, Auditor V | 05/16/2024 03:56 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner Adelfia
Mavie Valera, Partner, Adelfia | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com | Jennifer proposed hours and rates for her firm to audit the FY24 audits of ROE 1, 9, 16, 17, 21, 28, 33, 44, 53, 54 and the FY20 audit of ROE 4. | |
| Donna Humphries, Manager of IT Operations | 05/17/2024 12:00 AM | George Alarm | No | email
Tracey G sales - at -georgealarm.com Donna H dhumphries- at -auditor.illinois.gov | Received quote on door control system as re configured | ||
| Erica Oliver, Auditor III | 05/20/2024 12:18 PM | Epifanio Sadural, Partner, Roth&Co; Leilani Rodrigo, Partner, Roth&Co; Syndelle Manuel, Manager, Roth&Co | No | Email and Suralink | 5/20 and 5/21 | Step G5-Contract Manager Checklist: e-mailed contractor to notify them that we had accepted their latest offer for negotiated engagements and the contract(s) has (have) been provided via Suralink. | |
| Stacie Sherman, Auditor V | 05/20/2024 02:13 PM | Bill Sarb, partner, RSM | No | Katie Rodriguez, Manager, RSM US LLP | bill.sarb-at-rsmus.com
katie.rodriguez-at-rsmus.com ssherman-at-auditor.illinois.gov | I sent Bill the revised dates for the contract amendment for the FY23 financial audit of the Department of Revenue. | |
| Jeanne Michaud, Auditor V | 05/20/2024 04:11 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner, Adelfia
Mavie Valera, Partner, Adelfia | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com | I let Jennifer know the hours and rates for the FY23 audits of ROE's 1,9,16,17,21,28,33,44,53, 54 and the FY20 audit of ROE 4 were approved. | |
| Reddy Bommareddi, Information Specialist V | 05/21/2024 09:19 AM | JoJo Sadural, Partner, Roth & Co., LLP | No | None | Email: Jojo: esadural- at -rothcocpa.cpm; Reddy: rbommareddi-at-auditor.illinois.gov | I have sent the firm the signed contract for the FY24 financial audit of the Illinois Conservation Foundation. | |
| Rhonda Huff, Senior Fiscal Assistant | 05/21/2024 09:26 AM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | 815-933-1771 | 5 minutes | Spoke to Paul about the amount of hours proposed for IMSA Fund. Paul stated the increase in hours are due to the implementation of new standards. |
| Rhonda Huff, Senior Fiscal Assistant | 05/22/2024 01:59 PM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Sent Paul the IMSA Fund contract to review and sign. |
| Stacie Sherman, Auditor V | 05/22/2024 02:35 PM | Bill Sarb, partner, RSM | No | bill.sarb-at-rsmus.com
ssherman-at-auditor.illinois.gov | I sent Bill the contracts, for the FY24 financial audit and FY23/24 compliance examination of the Department of Revenue, for his signature. | ||
| Donna Humphries, Manager of IT Operations | 05/23/2024 12:00 AM | Margaret Getz, Director, CCH Wolters Kluwer | No | email
Margaret Getz,CCH, "Margaret.Getz--at -wolterskluwer.com Donna Humphries, OAG, dhumphries--at-auditor.illinois.gov | Starting new fiscal year contract, requesting pricing and software agreement | ||
| Donna Humphries, Manager of IT Operations | 05/23/2024 12:00 AM | Chris Mack, Manager, Suralink | No | email
Christ Mack, Suralink, chris.mack-- at--suralink.com Donna Humphries, OAG, dhumphries--at-auditor.illinois.gov | Starting new fiscal year contract, requesting pricing and software agreement | ||
| Rhonda Huff, Senior Fiscal Assistant | 05/23/2024 07:50 AM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff-at-auditor.illinois.gov | N/A | Received signed IMSA Fund contract from firm. |
| Stacie Sherman, Auditor V | 05/23/2024 11:20 AM | Bill Sarb, partner, RSM | No | Suralink
bill.sarb-at-rsmus.com ssherman-at-auditor.illinois.gov | Bill sent back the signed contracts for the FY24 financial audit and FY23/24 compliance examination of the Department of Revenue. | ||
| Logan Jones, Information Services Specialist V | 05/24/2024 09:14 AM | Dave Markko, Software Licensing Specialist, Dell | No | Sam Spurling, Maggie Duckworth, Donna Humphries | Dave.Markko- at -dell[dot]com | Requested quote and guidance completing MS enrollment for MS365 | |
| Jose Roa, Auditor V | 05/24/2024 11:01 AM | Christine Torres, Partner, Crowe LLP | No | Email and Suralink
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Sent to Firm fully signed contracts for the FY23/24 Illinois Student Assistance Commission Financial Audits, compliance examination, agreed upon procedures, and IS Review. | |
| Dennis Gibbons, Auditor V | 05/28/2024 07:10 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill a follow-up asking for responses to my questions/comments on the FY24 SERS informal proposal. | ||
| Dennis Gibbons, Auditor V | 05/28/2024 08:42 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 30 minutes | Bill responded to my follow-up on the FY24 SERS informal proposal questions. | |
| Jose Roa, Auditor V | 05/28/2024 09:07 AM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | Email
ppelletier-at-bpc-cpa.com jroa-at-auditor.illinois.gov | N/A | Firm provided contracting material for the Judicial Inquiry Board FY23/24 compliance examination. | |
| Stacie Sherman, Auditor V | 05/28/2024 09:44 AM | Bill Sarb, partner, RSM | No | bill.sarb-at-rsmus.com
ssherman-at-auditor.illinois.gov | I sent Bill the final signed contracts for the FY24 financial audit and FY23/24 compliance examination of the Department of Revenue. | ||
| Jeanne Michaud, Auditor V | 05/28/2024 03:22 PM | Aaron Donnelly, Partner, Roth | No | Marites Sy, Partner, Roth | E-mail:
jmichaud-at-auditor.illinois.gov adonnelly-at-rothcocpa.com msy-at-rothcocpa.com | I uploaded the FY23 signed contracts for ROE 39 Phase 1 and Phase 2 to Suralink. | |
| Dennis Gibbons, Auditor V | 05/29/2024 08:18 AM | 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 | Emails over 4 minutes | I informed Amy that I would begin the process of contracting for the FY24 SERS census engagements with Sikich after I had finalized details with RSM about which SERS entities RSM could perform census engagements on, and gave her some details about the expected number of contract phases with Sikich for this engagement. Amy responded and indicated that Sikich was interested and independent for these engagements. |
| Jose Roa, Auditor V | 05/29/2024 04:00 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | Email
ppelletier-at-bpc-cpa.com jroa-at-auditor.illinois.gov | N/A | Informed Firm on timetable dates changes for the Judicial Inquiry Board FY23/24 compliance examination. | |
| Jose Roa, Auditor V | 05/30/2024 09:42 AM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | Email and Suralink
ppelletier-at-bpc-cpa.com jroa-at-auditor.illinois.gov | N/A | Sent Firm contract for review and signature for the FY23/24 Judicial Inquiry Board compliance examination. | |
| Joe Butcher, Audit Director | 05/30/2024 09:53 AM | Cory Nanus, Associate Partner, Aon | No | Katlyn LaCroix, Aon | Email:
cory.nanus-at-aon.com katlyn.lacroix-at-aon.com jbutcher-at-auditor.illinois.gov | Initiated contract process with Aon regarding the CTA reviews. Asked Cory to provide updated information on hours, fees, and personnel. | |
| Jose Roa, Auditor V | 05/30/2024 01:29 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | Email and Suralink
ppelletier-at-bpc-cpa.com jroa-at-auditor.illinois.gov | N/A | Sent Firm fully signed contract for the FY23/24 Judicial Inquiry Board compliance examination. | |
| Logan Jones, Information Services Specialist V | 05/30/2024 01:53 PM | Shane Patacairk, Partner Success , N-Able | No | Sam Zwemer sam.zwemer[at]n-able[dot]com, Maggie Duckworth | shane.patacairk[at]n-able[dot]com | I let Shane know we would not be able to complete this before the 5/31 expiration date on the quote. I requested an updated quote minus Help Desk Manger. | |
| Erica Oliver, Auditor III | 05/30/2024 02:12 PM | Erica Oliver | No | email: Tiffany Floresca-TFloresca- at -rothcocpa.com, Epifanio Sadural-Sadural- at -rothcocpa.com, Syndelle Manuel-SManuel- at -rothcocpa.com | Emailed Firm (Supervisor Tiffany Floresca-TFloresca- at -rothcocpa.com, Partner Epifanio Sadural-Sadural- at -rothcocpa.com, Supervisor Syndelle Manuel-SManuel- at -rothcocpa.com ) the DMA’s Mandates Turnaround and DMA’s Master Mandate Report covering the FY23 and FY24 compliance examination. Requested the completed preliminary survey questionnaire, and Tiffany responded they have not received it from the Agency and will send it as soon as they receive it. | ||
| Logan Jones, Information Services Specialist V | 05/30/2024 02:25 PM | Shane Patacairk, Partner Success , N-Able | No | Sam Zwemer sam.zwemer[at]n-able[dot]com, Maggie Duckworth | shane.patacairk[at]n-able[dot]com | Shane removed the HDM quote and submitted a ticket to ensure our Help Desk Manager licensing is closed out.
The 5/31 end date in the quote was overlooked. |
|
| Rhonda Huff, Senior Fiscal Assistant | 05/30/2024 02:47 PM | Paul Pelletier, Partner | No | Rhonda Huff, OAG Audit Manager | ppelletier-at-bpc-cpa.com and rhuff- at -auditor.illinois.gov | N/A | Sent firm completed IMSA Fund contract. |
| Dennis Gibbons, Auditor V | 05/31/2024 07:12 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Bill if he was able to discuss the FY24 SERS informal proposal with me today, in particular to solidify the details about which SERS census entities RSM would be able to perform work on. | ||
| Dennis Gibbons, Auditor V | 05/31/2024 07:35 AM | Bill Sarb, Partner, RSM US LLP | No | Phone:
Bill: 847-909-XXXX Dennis: 217-558-XXXX | 16 minutes | Bill and I discussed the FY24 SERS informal proposal. Bill confirmed with me that per discussions with his colleagues at RSM, he felt it would be most prudent for RSM to not perform the FY24 census report engagements for the Dept. of Corrections, due to potential independence issue. Bill said he would modify the FY24 SERS proposed hours to remove hours allocated to DOC work, and that he would provide updated informal proposal spreadsheets to me today. Bill and I also discussed changing the Phase I start date from 6/3 to 6/7 to allow time for the contracts to be signed, and we also discussed the firm reducing the number of proposed hours in Phase I across the FY24 SERS/JRS/GARS informal proposals to account for the later start date. | |
| Joe Butcher, Audit Director | 05/31/2024 12:19 PM | Mike Noble, Consulting Actuary, Cheiron | No | Gene Kalwarski, Consulting Actuary
Matt Wells, Actuarial Analyst Angie Paschell, Administrative Assistant | Email:
mnoble-at-cheiron.us jbutcher-at-auditor.illinois.gov | Mike provided Cheiron's proposal for the their FY25 work as the State Actuary. | |
| Logan Jones, Information Services Specialist V | 05/31/2024 12:29 PM | Dave Markko, Software Licensing Specialist, Dell | No | Donna Humphries, Maggie Duckworth, Sam Spurling | Dave.Markko[at]dell[dot]com | Dave sent a quote and asked who would be his point of contact on our end. | |
| Logan Jones, Information Services Specialist V | 05/31/2024 01:24 PM | Dave Markko, Software Licensing Specialist, Dell | No | Donna Humphries, Maggie Duckworth, Sam Spurling | Dave.Markko[at]dell[dot]com | Dave followed up to inform me that we would need to verify eligibility as a government entity with Microsoft in order to continue. | |
| Logan Jones, Information Services Specialist V | 05/31/2024 01:41 PM | Dave Markko, Software Licensing Specialist, Dell | No | Donna Humphries, Maggie Duckworth, Sam Spurling | Dave.Markko[at]dell[dot]com | I informed Dave that I would be his point of contact. |