| Contact Date | Entered By | Contact Name | Registered Lobbyist | Participants | Contact Method | Contact Duration | Contact Summary |
| 5/1/23 7:12 AM | Andrea Alderman | Ana Ausan, Audit Manager | No | Email Ana - arausan-at-adelfiacpas.com Andrea - aalderman-at-auditor.illinois.gov |
N/A | I emailed Ana to follow up on the status of the Welcome Letter attachments. | |
| 5/1/23 10:02 AM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I sent Joe and Dan a revised engagement timetable for the FY22 IDES financial audit for their review as part of an amendment to the IDES contract. | |
| 5/1/23 2:49 PM | Dennis Gibbons | Dan Sethness, Senior Audit Manager, RSM US LLP | No | Joe Evans, Partner, RSM US LLP | Email: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
Dan replied to me to tell me that the proposed revised engagement timetable dates for the FY22 IDES financial audit looked good to the firm. | |
| 5/1/23 8:17 PM | Stacie Sherman | Brandon Reed, Partner, Crowe LLP | No | brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov |
Brandon sent me updated hours and hourly rates for the negotiation of the contracts for the FY23 financial audits (Fiscal Officer, College Savings Program, Illinois Funds) and FY22/23 compliance examination of the Office of the Treasurer. | ||
| 5/2/23 10:03 AM | Stacie Sherman | Gilda Priebe, Partner, Adelfia | No | Stella Santos | gbpriebe-at-adelfiacpas.com sbsantos-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I sent Gilda the final contracts for the FY22/23 compliance examination of the Abraham Lincoln Presidential Library and Museum. | |
| 5/2/23 10:14 AM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email
and Suralink: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I shared the FY22 IDES phase 2 contract amendment with Joe using Suralink and sent him an email to notify him. | |
| 5/2/23 10:39 AM | Stacie Sherman | Brandon Reed, Partner, Crowe LLP | No | brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov |
I sent Brandon the Welcome Letter for the FY23 financial audits for the Office of the Treasurer - Fiscal Officer Responsibilities, College Savings Program and Illinois Funds and the FY22/23 compliance examination of the Nonfiscal Officer Responsibilities. | ||
| 5/2/23 10:48 AM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email
and OAG portal: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
Joe provided the signed FY22 IDES amendment to me over the OAG portal and sent me an email to inform me that he had done it. | |
| 5/2/23 3:51 PM | Stacie Sherman | Elda Arriola, Partner, Roth and Co | No | earriola-at-rothcocpa.com ssherman-at-auditor.illinois.gov |
I sent Elda the signed contracts for the FY22/23 compliance examination of the Department of Public Health. | ||
| 5/4/23 7:06 AM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email
and OAG portal: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I shared the signed FY22 IDES contract amendment with Joe over the OAG portal and emailed him to let him know. | |
| 5/2/23 1:24 PM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | OAG Portal | Joe shared the FY23 IDES informal proposal documents with me over the OAG portal. | ||
| 5/4/23 7:28 AM | Jeanne Michaud | Kimberly Walker, Partner, Kemper CPA Group | No | N/A | E-mail: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
I uploaded the signed second amendment to the FY21 contract of ROE 30 to the OAG RFP portal. | |
| 5/4/23 11:17 AM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Email: Joe: joseph.evans-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I asked Joe to provide the signed standard certifications for the FY23 IDES informal proposal and provided some revised timetable dates. | ||
| 5/2/23 9:16 AM | Maggie Becker (ADMIN) | Crystal Boyd, Sales, CDS | No | email & took contract to CDS for signature | 10 minutes | Emailed Crystal to confirm she'd be in office, took contract to CDS for signature | |
| 5/3/23 9:19 AM | Maggie Becker (ADMIN) | Crystal Boyd, Sales, CDS | No | email & in person | 10 min | Corrections needed in contract, emailed to confirm she was in office, took to her in person for signature | |
| 5/3/23 9:22 AM | Maggie Becker (ADMIN) | Crystal Boyd, Sales, CDS | No | emailed signed contract to Crystal, received confirmation that the order was being processed. | |||
| 5/1/23 9:25 AM | Maggie Becker (ADMIN) | Michael Musser, Account Exec, CDW-G | No | emailed to verify stock levels for equipment purchase | |||
| 5/2/23 9:26 AM | Maggie Becker (ADMIN) | Michael Musser, Account Exec, CDW-G | No | received updated stock levels, provided PO to process order | |||
| 5/2/23 9:31 AM | Maggie Becker (ADMIN) | Carter Casper, Inside Account Manager, Dell | No | provided PO for equipment purchase, received confirmation it is being processed | |||
| 5/4/23 3:55 PM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email
and OAG portal: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
Joe agreed with the revised timeline dates for the FY23 IDES engagement and provided the signed/dated standard certifications form. | |
| 5/5/23 11:18 AM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email
and Suralink: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I informed Joe that the OAG had accepted the firm’s informal proposal for the FY22/23 IDES financial audit/compliance examination. I also shared the Phase 1 and 2 contracts with him over Suralink. | |
| 5/5/23 12:41 PM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email
and OAG portal: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
Joe shared the signed FY23 IDES contracts with me over the OAG portal and emailed me to inform me that he’d done so. | |
| 5/5/23 1:27 PM | Dennis Gibbons | Bill Sarb, Partner, RSM US LLP | No | Email Bill: Bill.Sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I gave Bill instructions on how to provide the FY23 SERS/JRS/GARS and ISBI informal proposal documents. | ||
| 5/5/23 1:36 PM | Dennis Gibbons | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Senior Manager, Sikich LLP | Email Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov |
I gave Amy and Ryan an update regarding the informal proposal Sikich submitted for the FY23 AT-C 205 census testing for the SERS employers (CMS, IDOT, DoIT). | |
| 5/5/23 2:20 PM | Andrea Alderman | Ana Ausan, Partner, Adelfia | No | Email Ana: arausan-at-adelfiacpas.com Andrea: aalderman-at-auditor.illinois.gov |
Ana provided the informal proposal documents for the FY22/23 compliance examination for the Guardianship and Advocacy Commission. | ||
| 5/8/23 1:50 PM | Maggie Sabo | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | None | Email ppelletier-at-bpc-cpa.com msabo- at -auditor.illinois.gov | N/A | Paul provided the FY23 Labor Relations Board informal proposal and criminal background check certification. |
| 5/4/23 2:06 PM | Emily Berger | Gilda Belmonte-Priebe, Partner, Adelfia LLC | No | Carl Ong, Audit Supervisor, Adelfia LLC | Email Gilda: gbpriebe-at-adelfiacpas.com Carl: crong-at-adelfiacpas.com Emily: eberger-at-auditor.illinois.gov |
Gilda informed me of potential for GAAP package review and need for a possible contract amendment for the FY22/23 ICC compliance examination. I replied asking for documentation of their request and ICC's response about federal expenditures in their preliminary inquiries with ICC during the contracting process, which Gilda immediately provided. I then said we could discuss a potential contract amendment further once the final federal spending is determined. | |
| 5/9/23 5:20 PM | Dennis Gibbons | Joe Evans, Partner, RSM US LLP | No | Dan Sethness, Senior Audit Manager, RSM US LLP | Email
and Suralink: Joe: joseph.evans-at-rsmus.com Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I provided the signed FY23 IDES Phase I and II contracts to Joe over Suralink, and sent him an email to notify him. | |
| 5/1/23 12:54 PM | Evan Johnson | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | None | Email: ppelletier-at-bpc-cpa.com ejohnson-at-auditor.illinois.gov | N/A | I sent Paul the Welcome Letter and associated attachments for the FY22/23 Educational Labor Relations Board compliance engagement. |
| 5/8/23 1:53 PM | Evan Johnson | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | None | Email: ppelletier-at-bpc-cpa.com ejohnson-at-auditor.illinois.gov |
N/A | Paul provided the FY23 Educational Labor Relations Board informal proposal and criminal background check certification. |
| 5/9/23 9:36 AM | Lisa Warden | Gilda Priebe, Partner, Adelfia LLC | No | Email: GBPriebe - at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
n/a | Partner inquired whether they could conduct preliminary inquiries of the Illinois Community College Board necessary prior to contracting for the FY22/23 engagement and also noted the original RFP did not include hours for the expanded scope IS review that our office has requested for the current year. | |
| 5/10/23 1:30 PM | Lisa Warden | Gilda Priebe, Partner, Adelfia LLC | No | Email: GBPriebe - at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
N/A | In relation to the FY22/23 engagement of the Illinois Community College Board, the OAG manager advised partner that expanded scope IS review hours not already included in the requested scope of RFP 20-22 will be in addition to the proposed hours in response to the RFP. The partner can contact the Board once they receive the audit notification letter. | |
| 5/11/23 4:26 PM | Lisa Warden | Gilda Priebe, Partner, Adelfia LLC | No | Email: GBPriebe - at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
N/A | Sent welcome letter to partner for the FY22/23 examination of the Illinois Community College Board. | |
| 5/3/23 10:36 PM | Lisa Warden | Vicki VanDenBerg, Partner, Plante Moran | No | Email: Vicki.VanDenBerg - at - plantemoran.com LWarden - at - auditor.illinois.gov |
N/A | Sent welcome letter to partner for the FY23 SIU financial, compliance and single audit. | |
| 5/12/23 10:10 AM | Maggie Becker (ADMIN) | Joshua Wells, Foxit, Renewals Acct. Manager | No | requested quote for renewal of Foxit licenses | |||
| 5/10/23 10:13 AM | Maggie Becker (ADMIN) | Shane Patacairk, N-Able, Partner Success - Advisory | No | requested renewal quote for Help Desk Manager | |||
| 5/15/23 2:57 PM | Stephanie Wildhaber | Amy Sherwood, Partner, Sikich | No | N/A | Email: Amy Sherwood: Amy.Sherwood-at-sikich.com Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov |
N/A | I sent Ms. Sherwood the contract for the financial audit and compliance examination of the Illinois Literacy Foundation. I asked her to review and sign the contract. |
| 5/16/23 10:32 AM | Lisa Warden | Jennifer Roan, Partner, Adelfia LLC | No | Shelley Bethune, Executive Director, Illinois Courts Commission | Jennifer: 312-804-XXXX Shelley: 312-815-6600 Lisa: 217-370-XXXX |
10 minutes | Discussed timing of examination of Illinois Courts Commission for FY22/23 |
| 5/15/23 9:36 AM | Lisa Warden | Jennifer Roan, Partner, Adelfia LLC | No | Jennifer: 312-804-XXXX Lisa: 217-782-9307 |
16 minutes | Discussed pre-contracting matters for the examinations of the Illinois Supreme Court and the Illinois Courts Commission for the two years ending June 30, 2023, including timing, preliminary survey as the basis for the firm's proposal for the number of hours for the Commission since this is a new agency. | |
| 5/15/23 11:31 AM | Lisa Warden | Gilda Priebe, Partner, Adelfia LLC | No | Gilda: 312-240-XXXX Lisa: 217-782-9307 |
23 minutes | Discussed pre-contracting matters for the firm's informal proposal for the examination of the Illinois Community College Board for the two years ending June 30, 2023. | |
| 5/16/23 10:43 AM | Lisa Warden | Jennifer Roan, Partner, Adelfia LLC | No | Jennifer: 312-804-XXXX Lisa: 217-370-XXXX |
27 minutes | Discussed timing, expected level of audit effort, rate, need for preliminary survey results as a basis for firm's proposal for the examination of the Illinois Courts Commission for the two years ending June 30, 2023. | |
| 5/16/23 9:17 AM | Jeanne Michaud | Ashley Norton, In-Charge Accountant, Kemper CPA | No | N/A | E-mail: anornton-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Ashley uploaded contracting documents for the FY22 audit of ROE 30 to Kempers portal. | |
| 5/16/23 7:29 AM | Stephanie Wildhaber | Amy Sherwood, Partner, Sikich | No | Email: Amy Sherwood - amy.sherwood-at-sikich.com Stephanie Wildhaber - swildhaber-at- auditor.illinois.gov |
Ms. Sherwood sent me the contract with her signature for the FY22/23 financial audit and compliance examination for the Illinois Literacy Foundation. | ||
| 5/16/23 3:23 PM | Stephanie Wildhaber | Amy Sherwood, Partner, Sikich | No | Email: Amy Sherwood - amy.sherwood-at-sikich.com Stephanie Wildhaber - swildhaber-at-auditor.illinois.gov |
I sent the completed and signed FY22/23 Illinois Literacy Foundation contract for her files. The contract is for performing the financial audit and compliance examination of the Illinois Literacy Foundation. | ||
| 5/16/23 7:20 PM | Dennis Gibbons | Bill Sarb, Partner, RSM US LLP | No | Email: Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I told Bill we may need to reschedule the SERS entrance conference to the week of 5/29 to give me time to get the contracts assembled. | ||
| 5/16/23 4:10 PM | Dennis Gibbons | Bill Sarb, Partner, RSM US LLP | No | Email
and Suralink: Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
Bill provided the informal proposals for ISBI and SRS. | ||
| 5/17/23 10:31 AM | Stacie Sherman | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com ssherman-at-auditor.illinois.gov |
I sent Steven the FY23 contracts, for the financial audit, compliance examination, and single audit of Western Illinois University, for his signature. | ||
| 5/17/23 12:43 PM | Stacie Sherman | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop-at-plantemoran.com ssherman-at-auditor.illinois.gov |
Steven sent me the signed contracts for the FY23 financial audit, compliance examination, and single audit of Western Illinois University. | ||
| 5/17/23 1:16 PM | Maggie Becker (ADMIN) | Crystal Boyd, Sales, CDS | No | cboyd-at-cdsot.com | placed misc. supply order - req #27 | ||
| 5/17/23 1:17 PM | Maggie Becker (ADMIN) | Josh Wells, Renewals Account Manager, Foxit Software | No | joshua_wells-at-foxitsoftware.com | placed order for Foxit license subscription renewals - req #28 | ||
| 5/17/23 1:19 PM | Maggie Becker (ADMIN) | Dan Matthews, CDS Office Technologies | No | dmatthews-at-cdsot.com | placed printer supply order- req #29 | ||
| 5/17/23 9:37 AM | Evan Johnson | Paul Pelletier, Partner, Borschnack, Pelletier & Co | No | None | Suralink:
ppelletier-at-bpc-cpa.com, ejohnson-at-auditor.illinois.gov |
N/A | I provided the draft ELRB Phase I and II contracts to Paul over Suralink. |
| 5/17/23 1:55 PM | Evan Johnson | Paul Pelletier, Partner, Borschnack, Pelletier & Co | No | None | Suralink:
ppelletier-at-bpc-cpa.com, ejohnson-at-auditor.illinois.gov |
N/A | Paul returned the signed ELRB Phase I and II contracts to me over Suralink. |
| 5/17/23 11:35 PM | Stacie Sherman | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com ssherman-at-auditor.illinois.gov |
I sent Steven the final signed contracts for the FY23 financial audit, compliance examination and single audit of Western Illinois University. | ||
| 5/17/23 12:01 PM | Lisa Warden | Gilda Priebe, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Gilda:
GBPriebe - at - adelfiacpas.com Stella: SBSantos - at - adelfiacpas.com Lisa: LWarden - at - auditor.illinois.gov |
N/A | Partner submitted informal proposal for the FY22/23 compliance examination of the Illinois Community College Board, and informed me the proposal documents have been shared in the contracts portal. |
| 5/18/23 8:11 AM | Lisa Warden | Gilda Priebe, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | Gilda:
GBPriebe - at - adelfiacpas.com Stella: SBSantos - at - adelfiacpas.com Lisa: LWarden - at - adelfiacpas.com |
N/A - email | Asked Partner for additional information for informal proposal for the FY22/23 examination of the Illinois Community College Board. |
| 5/18/23 11:18 AM | Maggie Sabo | Paul Pelletier, Partner Borschnack, Pelletier & Co | No | None | Email
and Suralink: ppelletier-at-bpc-cpa.com msabo-at-auditor.illinois.gov |
N/A | Provided to firm the FY23 IL Labor Relations Board contracts for signature via Suralink |
| 5/18/23 11:10 AM | Lisa Warden | Michael Lawler, Partner, West and Co | No | Mike 618-664-4848 Lisa 217-370-XXXX |
29 minutes | Negotiated contract for the FY22/23 examination of the Office of the Governor. Asked partner to submit current DHR form and standard certifications. Agreed on hours, rate, timetables, staffing, phase I vs II, and hours by area. | |
| 5/18/23 12:06 PM | Lisa Warden | Michael Lawler, Partner, West and Co | No | Mike: MLawler - at - westcpa.com Lisa: LWarden - at - auditor.illinois.gov |
Partner submitted revised DHR and standard certification forms for the FY22/23 examination of the Office of the Governor. | ||
| 5/18/23 12:49 PM | Maggie Sabo | Paul Pelletier, Partner Borschnack, Pelletier & Co | No | None | Email
and Suralink: ppelletier-at-bpc-cpa.com msabo-at-auditor.illinois.gov |
N/A | Paul returned the signed LRB Phase I and Phase II contracts via Suralink. |
| 5/18/23 4:50 PM | Dennis Gibbons | Bill Sarb, Partner, RSM US LLP | No | Email
and Suralink: Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I provided the FY23 ISBI contracts to Bill over Suralink for his review and signature. | ||
| 5/19/23 12:08 PM | Dennis Gibbons | Bill Sarb, Partner, RSM US LLP | No | Email
and Suralink: Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
Bill provided the signed FY23 ISBI contracts to me over Suralink. | ||
| 5/19/23 2:51 PM | Lisa Warden | Vicki VanDenBerg, Partner, Plante Moran | No | Email Vicki Vicki.VanDenBerg - at - PlanteMoran.com Lisa LWarden - at - auditor.illinois.gov |
Partner submitted informal proposal for the FY23 financial, compliance and single audit of Southern Illinois University. | ||
| 5/22/23 7:40 AM | Lisa Warden | Vicki VanDenBerg, Partner, Plante Moran | No | Email: Vicki.Vandenberg - at - auditor.illinois.gov LWarden - at - auditor.illinois.gov |
N/A | Partner submitted additional requested form for the FY23 audit of Southern Illinois University. | |
| 5/22/23 11:07 AM | Dennis Gibbons | 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 over Suralink the FY23 SERS/JRS/GARS contracts for firm review and signature. | ||
| 5/22/23 11:23 AM | Dennis Gibbons | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Senior Audit Manager, Sikich LLP | Email
and Suralink Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov |
I shared with Amy over Suralink the FY23 SERS census testing contracts for CMS, DoIT, and IDOT, and informed her over email that they were ready for her review and signature. | |
| 5/22/23 12:34 PM | Lisa Warden | Elda Arriola, Partner, Roth & Co | No | Email: EArriola - at - rothcocpa.com LWarden - at - auditor.illinois.gov |
N/A | OAG manager asked the partner to submit proposed amended timetable dates for the FY21/22 compliance examinations of EPA, Pollution Control Board and EPA Trust Fund Commission. Also informed partner we need to contract for the FY23 financial audit of Fund 270 as soon as we are able. | |
| 5/22/23 8:52 PM | Lisa Warden | Jennifer Roan, Partner, Adelfia LLC | No | JSRoan
- at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
N/A | Requested partner propose amended timetable dates for the compliance timetable for the FY21/22 Department of Corrections engagement. | |
| 5/22/23 7:19 PM | Lisa Warden | Gilda Priebe, Partner, Adelfia LLC | No | Stella Santos, Managing Partner, Adelfia LLC | GBPriebe
- at - adelfiacpas.com SBSantos - at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
N/A | Requested additional information on proposed staffing and requested changes to the hours by audit area related to the firm's proposal on the FY22/23 examination of Illinois Community College Board. |
| 5/22/23 12:28 PM | Dennis Gibbons | Amy Sherwood, Partner, Sikich LLP | No | OAG Portal | Amy shared with me the signed FY23 SERS census testing contracts for CMS, DoIT, and IDOT over the OAG portal. | ||
| 5/23/23 7:51 AM | Maggie Sabo | Paul Pelletier, Partner Borschnack, Pelletier & Co | No | None | Email
and Suralink: ppelletier-at-bpc-cpa.com msabo-at-auditor.illinois.gov |
N/A | Provided Paul the final signed contracts for the FY22/23 compliance examination of the Illinois Labor Relations Board via Suralink. Also, emailed to remind of Phase I start date. |
| 5/22/23 9:52 AM | Dennis Gibbons | Bill Sarb, Partner, RSM US LLP | No | Email
and Suralink: Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
I shared the FY23 ISBI contracts with Bill over Suralink, signed by all parties. | ||
| 5/23/23 7:55 AM | Lisa Warden | Jennifer Roan, Partner, Adelfia LLC | No | JSRoan
- at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
N/A | Partner proposed amended compliance timetable dates for the FY21/22 compliance examination of Department of Corrections. | |
| 5/23/23 7:59 AM | Lisa Warden | Jennifer Roan, Partner, Adelfia LLC | No | JSRoan
- at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
N/A | Partner proposed amended financial timetable dates for the FY22 Department of Corrections audit. | |
| 5/22/23 10:20 AM | Evan Johnson | Paul Pelletier, Partner, Borschnack, Pelletier & Co | No | None | Suralink: ppelletier-at-bpc-cpa.com, ejohnson-at-auditor.illinois.gov |
N/A | I provided the FY22/23 Phase I and Phase II ELRB contracts to Paul over Suralink, signed by all parties. |
| 5/23/23 1:25 PM | Lisa Warden | Ana Ausan, Partner, Adelfia | No | Phone Ana 312-451-xxxx Lisa 217-370-xxxx |
19 minutes | Discussed pre-contracting matters for the FY22/23 examination of the Illinois General Assembly. | |
| 5/23/23 1:33 PM | Lisa Warden | Jennifer Roan, Partner, Adelfia LLC | No | JSRoan
- at - adelfiacpas.com LWarden - at - auditor.illinois.gov |
N/A | Partner submitted proposed hours and rate for the FY22/23 examination of the Illinois Courts Commission. | |
| 5/25/23 6:57 AM | Dennis Gibbons | Leilani Rodrigo, Partner, Roth & Company LLP | No | Email Leilani: lrodrigo-at-rothcocpa.com Dennis: dgibbons-at-auditor.illinois.gov |
I asked Leilani to provide me a proposed engagement timetable for the planned Phase III (FY24) continuation contract for the FY22 Dept. of Military Affairs compliance examination. | ||
| 5/25/23 7:05 AM | Dennis Gibbons | Josh Shugart, Partner, KEB | No | E-mail Josh: JoshS-at-kebcpa.com Dennis: dgibbons-at-auditor.illinois.gov |
I asked Josh to provide me a proposed engagement timetable for the planned Phase II (FY24) continuation contract for the FY22 State’s Attorneys Appellate Prosecutor compliance examination. | ||
| 5/25/23 8:33 AM | Dennis Gibbons | Bill Sarb, Partner, RSM US LLP | No | Email
and Suralink: Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov |
Emails over 1 hour | Bill provided the signed FY23 SERS, JRS, and GARS contracts over Suralink. | |
| 5/25/23 9:57 AM | Dennis Gibbons | Amy Sherwood, Partner, Sikich LLP | No | Ryan Randolph, Senior Audit Manager, Sikich LLP | Email
and Suralink Amy: amy.sherwood-at-sikich.com Ryan: ryan.randolph-at-sikich.com Dennis: dgibbons-at-auditor.illinois.gov |
I shared the signed FY23 SERS census contracts for DoIT, CMS, and IDOT with Amy over Suralink. | |
| 5/25/23 10:58 AM | Dennis Gibbons | Leilani Rodrigo, Partner, Roth & Company LLP | No | Email Leilani: lrodrigo-at-rothcocpa.com Dennis: dgibbons-at-auditor.illinois.gov |
Leilani provided a proposed engagement timetable for the FY22 Dept. of Military Affairs compliance examination continuation contract into FY24. | ||
| 5/18/23 7:15 AM | Jeanne Michaud | Kimberly Walker, Partner, Kemper CPA Group | No | Ashley Norton, Auditor. Kemper CPA Group | E-mail: anorton-at-kempercpa.com kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
E-mails over the course o | I had questions and proposed changes to the FY22 contracting documents of ROE 30. |
| 5/19/23 7:32 AM | Jeanne Michaud | Ashley Norton, Auditor, Kemper CPA Group | No | Kimberly Walker, Partner, Kemper CPA | E-mail: anorton-at-kempercpa.com kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Ashley submitted revised contracting documents for the FY22 audit of ROE 30. | |
| 5/22/23 12:05 PM | Jeanne Michaud | Kimberly Walker, Partner, Kemper CPA Group | No | Ashley Norton, Auditor, Kemper CPA Group | E-mail: kwalker-at-kempercpa.com anorton-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
E-mails over the course o | Discussed proposed changes to the timetable and contracting documents with Kimberly for the FY22 audit of ROE 30. |
| 5/24/23 4:33 PM | Jeanne Michaud | Kimberly Walker, Partner, Kemper CPA Group | No | N/A | E-mail: kwalker-at-kempercpa.com jmichaud-at-auditor.illinois.gov |
Kimberly e-mailed a revised timetable for the FY22 audit of ROE 30. | |
| 5/25/23 10:34 AM | Lisa Warden | Stella Santos, Managing Partner, Adelfi | No | Stella 1-708-369-xxxx Lisa 1-217-370-xxxx |
2 minutes | Discussed rate for the FY22/23 examination of Illinois Community College Board. | |
| 5/25/23 10:40 AM | Lisa Warden | Stella Santos, Managing Partner, Adelfi | No | Stella 1-708-369-6401 Lisa 1-217-370-xxxx |
2 minutes | Partner proposed rate for the FY22/23 compliance examination of Illinois Community College Board. | |
| 5/25/23 11:54 AM | Lisa Warden | Stella Santos, Managing Partner, Adelfi | No | Stella 1-708-369-xxxx Lisa 1-217-370-xxxx |
3 minutes | OAG manager agreed to the partner's proposed rate for the FY22/23 examination of the Illinois Community College Board and requested we move the contract start date back to June 2, 2023. | |
| 5/25/23 1:31 PM | Dennis Gibbons | Leilani Rodrigo, Partner, Roth & Company LLP | No | Email Leilani: lrodrigo-at-rothcocpa.com Dennis: dgibbons-at-auditor.illinois.gov |
Emails over 45 minutes. | I sent Leilani a revised Schedule 1 for the DMA amendment and asked her whether she felt it was feasible. She agreed. | |
| 5/25/23 1:25 PM | Lisa Warden | Jennifer Roan, Partner, Adelfia | No | Jennifer 1-312-804-xxxx Lisa 1-217-370-xxxx |
28 minutes | Discussed preliminary survey of the Illinois Courts Commission, nature and extent of testing, audit programs, reporting, and timing, all for the informal proposal for the FY22/23 engagement. | |
| 5/25/23 2:07 PM | Lisa Warden | Elda Arriola, Partner, Roth and Co | No | Elda: EArriola - at - rothcocpa.com Lisa: LWarden - at - auditor.illinois.gov |
N/A | Partner submitted informal proposal for the FY23 financial audit of the EPA Water Revolving Fund. | |