September 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. |
|---|---|---|---|---|---|---|---|
| Jeanne Michaud, Auditor V | 09/03/2024 07:40 AM | Amy Sherwood, Partner, Sikich | No | N/A | E-mail: amy.sherwood-at-sikich.com
jmichaud-at-auditor.illinois.gov | Amy uploaded contracting documents for the FY21 contract of ROE 19 to Suralink. | |
| Stacie Sherman, Auditor V | 09/03/2024 02:33 PM | Brandon Reed, Partner, Crowe | No | Christine Torres, Partner, Crowe
Sara Metzger, Assistant Director of Finacial/Compliance, Office of the Auditor General | smetzger-at-auditor.illinois.gov
ssherman-at-auditor.illinois.gov brandon.reed-at-crowe.com christine.torres-at-crowe.com | I asked Brandon for an updated timeline for the Office of the Treasurer - Nonfiscal Officer Responsibilies for the FY22/23 compliance examination in order to prepare an amendment to the continuation contract. | |
| Jeanne Michaud, Auditor V | 09/03/2024 02:39 PM | Amy Sherwood, Partner, Sikich | No | N/A | E-mail : jmichaud-at-auditor.illinois.gov
amy.sherwood-at-sikich.com | I uploaded the contract to Suralink for signature for the FY21 audit of ROE 19 . | |
| Jeanne Michaud, Auditor V | 09/04/2024 02:52 AM | Amy Sherwood, Partner, Sikich | No | N/A | E-mail: jmichaud-at-auditor.ilinois.gov
amy.sherwood-at-sikich.com | I uploaded the signed FY21 contract for ROE 19 to Suralink. | |
| Stacie Sherman, Auditor V | 09/04/2024 02:07 PM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | christine.torres-at-crowe.com
brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov | I sent Christine a request for adjusted hour proposals for the FY24 financial audits of the Office of the Treasurer - Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds. | |
| Jeanne Michaud, Auditor V | 09/05/2024 03:44 PM | Jennifer Roan, Partner, Adelfia | No | Jennifer Baptist, Manager, OAG
Mavie Valera, Partner, Adelfia Carl Ong, Manager, Adelfia Stella Santos, Partner, Adelfia | E-mail: jsroan-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov mbvalera-at-adelfiacpas.com crong-at-adelfiacpas.com sbsantos-at-adelfiacpas.com | Jennifer proposed hours or the FY24 Single audit of ROE 26. | |
| Jeanne Michaud, Auditor V | 09/10/2024 12:15 PM | Jennifer Roan, Partner, Adelfia | No | Jennifer Baptist, Manager, OAG | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com jbaptist-at-auditor.illinois.gov | I e-mailed Jennifer Roan and let her know the hours and rate her firm proposed for the FY Single Audit of ROE 26 were approved. | |
| Jeanne Michaud, Auditor V | 09/12/2024 11:52 AM | Hilda Renteria, Partner, Prado & Renteria | No | Maria de J Prado, Partner, Prado & Renteria
Citlali Renteria, Digital Marketing and IT Coordinator, Prado and Renteria | E-mail: jmichaud-at-auditor.illinois.gov
hrenteria-at-pradorenteria.com mprado-at-pradorenteria.com crenteria-at-pradorenteria.com | Hilda proposed hours and rates for her firm to audit the FY23 and FY24 audits of ROE #47. | |
| Stacie Sherman, Auditor V | 09/12/2024 01:12 PM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe
Jane Clark, Financial/Compliance Director, Office of the Auditor General | christine.torres-at-crowe.com
brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov jclark-at-auditor.illinois.gov | I followed up with Christine regarding the contracting for the FY24 financial audits of the Office of the Treasurer, College Savings Program, Illinois Funds, and Fiscal Officer Responsibilities. | |
| Jeanne Michaud, Auditor V | 09/12/2024 03:57 PM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
Hrenteria-at-pradorenteria.com | I sent a counter offer to Hilda for her firm to audit the FY23 and FY24 audits of ROE 47. | |
| Jeanne Michaud, Auditor V | 09/17/2024 09:01 AM | Hilda Renteria, Partner, Prado & Renteria | No | Maria de J Prado, Partner, Prado & Renteria
Citlali Renteria, Digital Marketing and IT Coordinator, Prado & Renteria | E-mail: jmichaud-at-auditor.illinois.gov
hrenteria-at-pradorenteria.com mprado-at-pradorenteria.com crenteria-at-pradorenteria.com | Hilda accepted the counter offer for her firm to complete the FY23 and FY24 audits of ROE 47. | |
| Stacie Sherman, Auditor V | 09/17/2024 09:05 AM | Christine Torres, Partner, Crowe | No | 630-706-2074 Christine
217-782-0808 Stacie | 7 minutes | Christine and I spoke about the proposed hours and rate for the FY24 contracts of the Office of the Treasurer, financial audits of the Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds. | |
| Stacie Sherman, Auditor V | 09/17/2024 09:05 AM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe
Jane Clark, Financial/Compliance Director, Office of the Auditor General | christine.torres-at-crowe.com
brandon.reed-at-crowe.com jclark-at-auditor.illinois.gov ssherman-at-auditor.illinois.gov | Christine sent the updated proposed hours for the FY24 financial audits of the Office of the Treasurer - Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds. | |
| Stacie Sherman, Auditor V | 09/17/2024 11:30 AM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | christine.torres-at-crowe.com
brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov | I sent Christine and updated timetable for the FY22/23 compliance examination of the Office of the Treasurer - Nonfiscal officer responsibilities for her approval. | |
| Jeanne Michaud, Auditor V | 09/17/2024 11:41 AM | Hilda Renteria, Partner, Prado & Renteria | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
hrenteria-at-pradorenteria.com | I let Hilda know that hours and rates were approved for the FY23 and FY24 audits of ROE 47. | |
| Stacie Sherman, Auditor V | 09/17/2024 06:07 PM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | christine.torres-at-crowe.com
brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov | Christine sent updated informal proposal information for the FY24 Treasurer financial audits - Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds. | |
| Erica Oliver, Auditor III | 09/18/2024 01:30 PM | Epifanio Sadural, Partner, Roth & Co | No | Email tfloresca- at -rothcocpa.com | Firm provided status meeting agenda and follow-up notes from our on-line meeting | ||
| Tom Kizziah, Auditor V | 09/18/2024 03:34 PM | Adam Pulley - Principal - CliftonLarsonAllen LLP | No | None | Teams Meeting | 15 minutes | Adam asked to meet with me to discuss the upcoming Toll Highway Authority engagement for the year(s) ended 12-31-24. We discussed the financial audit hours, State Compliance hours and the Information Systems Review. At the end of our discussion Adam stated he would continue to work on the contracting forms and submit to me by the end of the month. |
| Stacie Sherman, Auditor V | 09/18/2024 03:35 PM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com | I sent Christine the FY24 contracts for the Treasurer's financial audits for her signature. | ||
| Stacie Sherman, Auditor V | 09/18/2024 03:35 PM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov | I sent Christine the FY23 NFO amendment for her signature. | ||
| Tom Kizziah, Auditor V | 09/23/2024 01:08 PM | Adam Pulley - Principal - CliftonLarsonAllen LLP | No | None | Suralink and leapfile | N/A | I sent the Illinois State Toll Highway Authority contract to Adam for his signature. He returned the signed contract to me via leapfile at 1:19pm. |
| Tom Kizziah, Auditor V | 09/23/2024 04:18 PM | Adam Pulley - Principal - CliftonLarsonAllen LLP | No | None | Suralink | N/A | I sent Adam the signed contract for the upcoming Illinois State Toll Highway Authority engagement via Suralink. |