November 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. |
|---|---|---|---|---|---|---|---|
| Quentin Kuntzman, Auditor V | 11/06/2024 08:33 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikch.com | I received the initial contracting forms for the ACFR consulting services contract from Amy. | |
| Quentin Kuntzman, Auditor V | 11/07/2024 08:00 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Sara Metzger, Assistant Director of Financial and Compliance Audits (OAG)
Meredith Angel, Director (Sikich) | Microsoft Teams | 30 Minutes | Meeting with Sikich to discuss estimated hours and testing plan for their testing of a restatement made to the FY23 ACFR for a subsequently discovered fact identified by HFS for incorporating into the scope of the ACFR Consulting Services contract. Sikich to submit revised contracting documents. |
| Jeanne Michaud, Auditor V | 11/07/2024 09:13 AM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
hrenteria-at-pradorenteria.com | I uploaded the FY23 and FY24 contracts to Hilda for signature. | |
| Quentin Kuntzman, Auditor V | 11/07/2024 10:12 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | N/A | Email
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | N/A | I received additional contracting documents for the ACFR Consulting Contract from Amy, including hours and staffing information for testing the ACFR restatement resulting from a subsequently discovered error identified by HFS management. |
| Jeanne Michaud, Auditor V | 11/08/2024 09:00 AM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adeflia
Jennifer Baptist, Manager, OAG | E-mail: jsraon-at-adelfia.com
mbvalera-at-adelfia.com jbaptist-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov | Jennifer Roan uploaded documents for the amendment of FY24 audit of ROE 26 to add single audit hours. | |
| Jeanne Michaud, Auditor V | 11/09/2024 08:20 AM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
hrenteria-at-pradorenteria.com | Hilda uploaded the signed FY23 and FY24 contracts for ROE 47 to Suralink | |
| Quentin Kuntzman, Auditor V | 11/12/2024 03:37 PM | Amy Sherwood, Principal, Sikich CPA LLC | No | N/A | Email:
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | N/A | I provided Amy the draft ACFR consulting contract for review and signature. |
| Jeanne Michaud, Auditor V | 11/12/2024 04:10 PM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
hrenteria-at-pradorenteria.com | I uploaded the signed contracts for the FY24 and FY23 audits of ROE 47 to suralink. | |
| Quentin Kuntzman, Auditor V | 11/13/2024 10:55 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | N/A | Email
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | N/A | Amy returned the draft ACFR consulting contract signed by the firm. |
| Quentin Kuntzman, Auditor V | 11/14/2024 01:25 PM | Amy Sherwood, Principal, Sikich CPA LLC | No | N/A | Email
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | N/A | I provided Amy a copy of the final, signed ACFR consulting contract. |
| Jeanne Michaud, Auditor V | 11/18/2024 10:34 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | Email: jmichaud-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com | I uploaded the FY24 contract amendment for ROE 26 to Suralink. | |
| Jeanne Michaud, Auditor V | 11/18/2024 01:13 PM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: jmichaud- at -auditor.illinois.gov
sbsantos- at -adelfiacpas.com | Stella uploaded the signed FY23 contract amendment for ROE 26. | |
| Jeanne Michaud, Auditor V | 11/19/2024 09:47 AM | Stella Santos, Partner, Adelfia, LLC | No | N/A | E-mail: jmichaud- at -auditor.illinois.gov
sbsantos- at -adelfiacpas.com | I uploaded the signed contract for the FY24 amendment of ROE 26 to Suralink. | |
| Sara Metzger, Assistant Director | 11/19/2024 03:34 PM | Amy Sherwood, Partner, Sikich CPA LLC | No | Quentin Kuntzman, Manager, OAG | Email
Smetzger-at-Auditor.illinois.gov qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | Sent the welcome letter and attachments for the FY25 ACFR and related engagements | |
| Megan Green, Auditor V | 11/20/2024 12:52 PM | Ryan Caldwell, Partner, RSM US LLP | No | None | Email
mgreen-at-auditor.illinois.gov Ryan.Caldwell-at-rsmus.com | N/A | I provided an amendment for the continuation contract for the FY22/23 compliance engagement and FY23 financial audit of the Department of Human Services for Ryan's signature. Ryan returned the signed amendment to me at 1:52 PM. |