| 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, or 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. |
| Stacie Sherman, Auditor V | 7/5/23 12:13 P.M. | Stella Santos, Managing Partner, Adelfia LLC | No | N/A | Email: ssherman-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Stella the Welcome Letter for the FY22/23 State Compliance Examination of the Illinois Council on Developmental Disabilities | |
| Stacie Sherman, Auditor V | 7/5/23 12:27 P.M. | Stella Santos, Managing Partner, Adelfia LLC | No | N/A | Email: ssherman-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com |
I sent Stella the Welcome Letter for the FY22/23 State Compliance Examination of the Executive Ethics Commission | |
| Megan Green, Auditor V | 7/5/23 1:02 P.M. | Marites Sy, Partner, Roth | No | N/A | Suralink | N/A | I sent Marites the contract for the FY22/23 compliance examination of the Board of Higher Education for her signature. |
| Megan Green, Auditor V | 7/5/23 1:00 P.M. | Adam Pulley, Principal, CLA | No | N/A | Suralink | N/A | I sent Adam the final signed FY22 Phase 2 contract amendment and Phase 3 continuation contract for the FY21/22 compliance examination of the Department of Transportation. |
| Megan Green, Auditor V | 7/6/23 3:31 P.M. | Marites Sy, Partner, Roth | No | N/A | Suralink | N/A | Marites sent me the signed contract for the FY22/23 compliance examination of the Board of Higher Education. |
| Megan Green, Auditor V | 7/7/23 11:13 A.M. | Marites Sy, Partner, Roth | No | N/A | Suralink | N/A | I sent Marites the final signed contract for the FY22/23 compliance examination o fhte Board of Higher Education. |
| Stacie Sherman, Auditor V | 7/10/2023 11:15 | Christine Torres, Partner, Crowe LLP | no | Brandon Reed, Partner, Crowe LLP | Email
and Suralink: ssherman-at-auditor.illinois.gov christine.torres-at-crowe.com brandon.reed-at-crowe.com |
N/A | Emailed the phase II contract for the FY22/23 compliance examination of the Treasurer - Nonfiscal Officer Responsibilites. |
| Stacie Sherman, Auditor V | 7/10/23 2:58 p.m. | Christine Torres, Partner, Crowe LLP | No | Sara Metzger, Assistant Director, OAG | Email
and Suralink: ssherman-at-auditor.illinois.gov christine.torres-at-crowe.com smetzger-at-auditor.illinois.gov |
N/A | Christine sent the signed phase II contract for the FY22/23 compliance examination of the Treasurer - Nonfiscal Officer Responsibilites. |
| Reddy Bommareddi, IS Auditor V | 7/11/2023 9:17 AM |
Marites Sy, Partner, Roth | No | N/A | Email: msy-at-rothcocpa.com Rbommareddi-at-auditor.illinois.gov | I have emailed Tes the contract of FY23 financial audit of capital asset account of the Department of Natural Resources for firm's review and signatures. | |
| Stacie Sherman, Auditor V | 7/11/23 3:57 p.m. | Christine Torres, Partner, Crowe LLP | No | Brandon Reed, Partner, Crowe LLP | Email:
ssherman-at-auditor.illinois.gov christine.torres-at-crowe.com brandon.reed-at-crowe.com |
I sent Christine the final phase II contract for the Office of the Treasurer - Nonfiscal Officer Responsibilities. | |
| Janis Van Durme, HHS Audit Manager | 07/7/2023
7:39 am |
William Sarb, RSM US LLP Partn | No | N/A | Suralink
- jvandurme-at-auditor.illinois.gov bill.sarb-at-rsmus.com |
N/A | The firm provided the informal proposal for the IDOR FY23 financial audit engagement. |
| Janis Van Durme, HHS Audit Manager | 07/10/2023
11:09 am |
William Sarb, RSM US LLP Partn | No | N/A | Suralink
- jvandurme-at-auditor.illinois.gov bill.sarb-at-rsmus.com |
N/A | The OAG Audit Manager provided the firm the draft contract for the IDOR FY23 financial audit engagement so the firm could sign them. |
| Janis Van Durme, HHS Audit Manager | 07/10/2023
1:58 pm |
William Sarb, RSM US LLP Partn | No | N/A | Suralink
- jvandurme-at-auditor.illinois.gov bill.sarb-at-rsmus.com |
N/A | The firm provided the signed draft contract for the IDOR FY23 financial audit engagement. |
| Janis Van Durme, HHS Audit Manager | 07/12/2023
6:41 am |
William Sarb, RSM US LLP Partn | No | N/A | jvandurme-at-auditor.illinois.gov bill.sarb-at-rsmus.com |
N/A | The OAG Audit Manager provided the firm the final contract for the IDOR FY23 financial audit engagement. |
| Reddy Bommareddi, IS Auditor V | 7/12/2023 10:34 AM |
Marites Sy, Partner, Roth | No | N/A | Email: msy-at-rothcocpa.com Rbommareddi-at-auditor.illinois.gov | Tes has uploaded the firm signed contract of FY23 financial audit of capital asset account of the Department of Natural Resources for finaliazation. | |
| Reddy Bommareddi, IS Auditor V | 7/12/2023 1:20 PM |
Marites Sy, Partner, Roth | No | N/A | Email: msy-at-rothcocpa.com Rbommareddi-at-auditor.illinois.gov | I have uploaded the final signed contract of FY23 financial audit of capital asset account of the Department of Natural Resources for firm files. | |
| Emily Berger, Auditor III | 7/12/23 1:00 P.M. | Gilda Priebe, Partner, Adelfia | No | Carl
Ong, Audit Manager, Adelfia Stella Santos, Partner, Adelfia |
Email: gbpriebe-at-adelfiacpas.com crong-at-adelfiacpas.com sbsantos-at-adelfiacpas.com eberger-at-auditor.illinois.gov |
Gilda provided updated Partner's Certification and Background Check Disclosure Form to add an In-Charge team member for FY22/23 IL Commerce Commission Compliance Examination. | |
| Christian Cortes, Auditor III | 7/5/23 11:48 A.M. | Leilani Rodrigo, Partner, Roth & Co. | No | Beulah Castro, Administrative Manager, Roth & Co. | Email:
ccortes-at-auditor.illinois.gov lrodrigo-at-rothcocpa.com Bcastro-at-rothcocpa.com |
Leilani provided me with the informal proposal documents for the Deaf and Hard of Hearing Commission FY22/23 engagement. | |
| Teresa Davis Chief Procurement Officer |
7/5/23 Multiple times |
Tom Frost, General Manager Selective property Services, Inc. |
No | N/A | Email TLDavis-at-auditor.illinois.gov frost4003@att.net |
N/A | Property Lease Selection Committee requested additional information as to whether some renovations could be completed and if so would the original cost proposal would change. Tom provided a response on 7/12/23. |
| Teresa Davis Chief Procurement Officer |
7/13/2023 2:52 PM |
Tom Frost,
General Manager Selective property Services, Inc. |
No | N/A | Email TLDavis-at-auditor.illinois.gov frost4003@att.net |
N/A | Property Lease Selection Committee requested best and final offer by July 24, 2023 and indicated that a decision would be made July 25, 2023. |
| Teresa Davis Chief Procurement Officer |
7/13/2023 2:56 PM |
Alan Arndt,
Manager Investment Grade Loans |
No | N/A | Email TLDavis-at-auditor.illinois.gov aga-at-jlw.com |
N/A | Property Lease Selection Committee requested best and final offer by July 24, 2023 and indicated that a decision would be made July 25, 2023. |
| Jeanne Michaud, Auditor V | 7/14/23 11:18 A.M. | Carmen Sendejas, Firm Administrator, GW & Associates, PC | No | Beth
Obernuefemann, Auditor V, OAG Jennifer Baptist, Audtior V, OAG |
Email: jmichaud-at-auditor.illinois.gov bobernuefemann- at-auditor-illinois-gov jbaptist-at-auditor.illinois.gov carmen-at-cpagwa.com |
Carmen e-mailed the contracting documents for the 6/30/23 audit of ISC 1. | |
| Jeanne Michaud, Auditor V | 7/11/23 6:34 P.M. | Jennifer Roan, Partner, Adelfia LLC | No | Mavie
Valera, Partner, Adelfia LLC Stella Santos, Partner, Adelfia LLC |
Email: jmichaud-at-auditor.illinois.gov jsroan-atadelfiacpas.com mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com |
Jennifer e-mailed hours and rates for the FY23 audits of ROE 1,9,16,17,26,28,33,44,53,21 and 54. | |
| Beth Obernuefemann, Auditor V | 7/6/23 3:35 P.M. | Alex Hagen, Partner, West & Co. | No | Jeanne
Michaud, Auditor V, OAG Jennifer Baptist, Auditor V, OAG Healther Wolke, Manager, West & Co. |
Email: jmichaud-at-auditor.illinois.gov jsroan-atadelfiacpas.com mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com |
E-mails over the course of 8 minutes. | Beth proposed a change to schedule 2 contracting document of the FY23 audit of ROE 11. Heather responded the firm agreed with the change. |
| Jeanne Michaud, Auditor V | 7/5/23 10:43 A.M. | Alex Hagen, Partner, West & Co. | No | Jennifer
Baptist, Auditor V, OAG Beth Obernuefemlann, Auditor V, OAG Heather Wolke, Manager, West & Co |
Email: jmichaud-at-auditor.illinois.gov ahagen-atwestcpa.com hwolke-at-westcpa.com bobernuefemann-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov |
Alex provided the FY23 contracting documents for the audit of ROE 40. | |
| Jeanne Michaud, Auditor V | 7/5/23 10:42 A.M. | Alex Hagen, Partner, West & Co. | No | Jennifer
Baptist, Auditor V, OAG Beth Obernuefemlann, Auditor V, OAG Heather Wolke, Manager, West & Co |
Email: jmichaud-at-auditor.illinois.gov ahagen-atwestcpa.com hwolke-at-westcpa.com bobernuefemann-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov |
Alex provided the FY23 contracting documents for the audit of ROE 3. | |
| Jeanne Michaud, Auditor V | 7/5/23 10:41 A.M. | Alex Hagen, Partner, West & Co. | No | Jennifer
Baptist, Auditor V, OAG Beth Obernuefemlann, Auditor V, OAG Heather Wolke, Manager, West & Co |
Email: jmichaud-at-auditor.illinois.gov ahagen-atwestcpa.com hwolke-at-westcpa.com bobernuefemann-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov |
Alex provided the FY23 contracting documents for the audit of ROE 11. | |
| Jeanne Michaud, Auditor V | 7/5/23 10:40 A.M. | Alex Hagen, Partner, West & Co. | No | Jennifer
Baptist, Auditor V, OAG Beth Obernuefemlann, Auditor V, OAG Heather Wolke, Manager, West & Co |
Email: jmichaud-at-auditor.illinois.gov ahagen-atwestcpa.com hwolke-at-westcpa.com bobernuefemann-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov |
Alex provided the FY23 contracting documents for the audit of ROE 24. | |
| Jeanne Michaud, Auditor V | 7/2/23 4:03 P.M. | John Wysocki, Partner, GW & Associates. | No | David Jelonek, Partner, GW & Associates | Email: jmichaud-at-auditor.illinois.gov john.wysocki-at-cpagwa.com david.jelonke-at-cpagwa.com |
John e-mailed and said his firm was not interested in performing the FY23 audit of ROE 8. | |
| Jeanne Michaud, Auditor V | 7/17/23 10:31 A.M. | Renee Brucker, Manager, MCK CPAs & Advisors | No | Cathy Mansur, Partner, MCK CPA's & Advisors | Email: jmichaud-at-auditor.illinois.gov rbrucker-at-mckcpa.com cmansur-at-mckcpa.com |
Renee e-mailed proposed hours and rates for the FY23 audit of ROE 35. | |
| Jeanne Michaud, Auditor V | 7/18/23 10:16 A.M. | Jennifer Roan, Partner, Adelfia LLC | No | Mavie
Valera, Partner, Adelfia LLC Stella Santos, Partner, Adelfia LLC Jennifer Baptist, Auditor V, OAG |
Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com jbaptist-at-auditor.illinois.gov mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY22 audit of ROE 44. | |
| Stacie Sherman, Au | 7/17/23 4:12 p.m. | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia L | Email:
sbsantos-at-adelfiacpas.com gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Gilda sent me the proposal documents for the FY22/23 compliance examination for the Illinois Council on Developmental Disabilities | |
| Jeanne Michaud, Auditor V | 7/18/23 11:02 A.M. | Jennifer Roan, Partner, Adelfia LLC | No | N/A | Email: jmichaud-at-auditor.illinois.gov jsroan-atadelfiacpas.com |
I e-mailed Jennifer and let her know the proposed hours and rates for the FY23 audits of ROE 1,9,16,17,26,28,33,44,53,21 and 54 were accepted. | |
| Joe Butcher, Performance Audit Director | 7/11/23 9:47 a.m. | Cory Nanus, FSA, EA, Aon | No | Katlyn LaCroix, Aon | Email:
cory.nanus-at-aon.com katlyn.lacroix-at-aon.com jbutcher-at-auditor.illinois.gov |
Email: | I provided a response to Cory regarding a potential independence issue and also proposed a reduction in Aon's proposed hourly rate. |
| Joe Butcher, Performance Audit Director | 7/18/23 8:20 a.m. | Cory Nanus, FSA, EA, Aon | No | Katlyn LaCroix, Aon | Email:
cory.nanus-at-aon.com katlyn.lacroix-at-aon.com jbutcher-at-auditor.illinois.gov |
Email: | Aon accepted our proposed rate and provided an attachment of disclosures |
| Stacie Sherman, Auditor V | 7/18/2023 | Jennifer Roan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia LLC | Email:
sbsantos-at-adelfiacpas.com jsroan-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Jennifer sent me the proposal documents for the FY22/23 compliance examination of the Executive Ethics Commission | |
| Stacie Sherman, Auditor V | 7/19/23 11:59 a.m. | Stella Santos, Managing Partner, | No | Gilda Prieve, Partner, Adelfia | Email:
sbsantos-at-adelfiacpas.com gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I sent Stella the contract for the compliance examination of the IL Council on Developmental Disabilities for her signature. | |
| Stacie Sherman, Auditor V | 7/19/23 3:18 p.m. | Stella Santos, Managing Partner, | No | Jennifer Roan, Partner, Adelfia | Email:
sbsantos-at-adelfiacpas.com jsroan-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I sent Stella the contract for the compliance examination of the Executive Ethics Commission for her signature. | |
| Stacie Sherman, Auditor V | 7/19/23 11:13 p.m. | Gilda Priebe, Partner, Adelfia | No | N/A | Email:
gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
Gilda sent me the signed contracts for the FY22/23 compliance examination of the Executive Ethics Commission and the FY22/23 compliance examination of the IL Council on Developmental Disabilities. | |
| Stacie Sherman, Au | 7/20/23 2:24 p.m. | Gilda Priebe, Partner, Adelfia | No | N/A | Email:
gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov |
I sent Gilda the final signed contracts for the FY22/23 compliance examination of the Executive Ethics Commission and the FY22/23 compliance examination of the IL Council on Developmental Disabilities. | |
| Christian Cortes, Auditor III | 7/21/23 8:08 A.M. | Leilani Rodrigo, Partner, Roth & Co. | No | Beulah Castro, Administrative Manager, Roth & Co. | Email:
ccortes-at-auditor.illinois.gov lrodrigo-at-rothcocpa.com Bcastro-at-rothcocpa.com |
I provided Leilani with the FY22/23 Deaf and Hard of Hearing Commission contract for her review and signature via Suralink and let her know via e-mail. | |
| Jeanne Michaud, Auditor V | 7/24/23 11:45 A.M. | Alex Hagen, Partner, West & Company | No | N/A | Email: jmichaud-at-auditor.illinois.gov ahagen - at westcpa.com |
I uploaded the signed FY23 contracts for ROE 3, 11 and 40 to Suralink and shared with Alex. | |
| Christian Cortes, Auditor III | 7/24/23 9:58 A.M. | Leilani Rodrigo, Partner, Roth & Co. | No | N/A | Email:
ccortes-at-auditor.illinois.gov lrodrigo-at-rothcocpa.com |
Leilani provided me with the FY22/23 Deaf and Hard of Hearing Commission signed contract via Suralink and let her know via e-mail. | |
| Jeanne Michaud, Auditor V | 7/24/23 1:36 P.M. | Jennifer Roan, Partner, Adelfia | No | N/A | Email: jmichaud-at-auditor.illinois.gov jsroan - at adelfiacpas.com |
I uploaded the signed FY22 contract for ROE 44 to Suralink and shared with Jennifer | |
| Jeanne Michaud, Auditor V | 7/18/23 4:37 P.M. | Robert Arnholt, Partner, Doehring Winders | No | N/A | Email: jmichaud-at-auditor.illinois.gov rarnholt - at dwcocpa.com |
Robert proposed hours and rates for his firm to audit the FY23 audits of ROE 20 and 51. | |
| Jeanne Michaud, Auditor V | 7/25/23 8:07 A.M. | Robert Arnholt, Partner, Doehring Winders | No | N/A | Email: jmichaud-at-auditor.illinois.gov rarnholt - at dwcocpa.com |
I e-mailed Robert to let him know the proposed hours and rates for his firm to audit the FY23 audits of ROE 20 and 51 were accepted. | |
| Jeanne Michaud, Auditor V | 7/17/23 10:31 A.M. | Renee Brucker, Manager, MCK | No | Cathy Mansur, Partner, MCK CPA's & Advisors | Email: jmichaud-at-auditor.illinois.gov rbrucker - at mckcpa.com cansur - at-mckcpa.com |
I proposed a counter offer to MCK's proposed hours and rates for her firm to audit the FY23 audit of ROE 35. | |
| Jeanne Michaud, Auditor V | 7/20/23 7:44 A.M. | Cathy Mansur, Partner, MCK | No | Renee Brucker, Manager, MCK | Email: jmichaud-at-auditor.illinois.gov rbrucker - at mckcpa.com cansur - at-mckcpa.com |
E-mails over the course of 174 minutes. | Cathy e-mailed back wanting to discuss the rate I counter offered for her firm to audit the FY23 audit of ROE 35. I explained that my counter offer was what our Office would be willing to pay at this time. |
| Jeanne Michaud, Auditor V | 7/24/23 2:00 P.M. | Cathy Mansur, Partner, MCK | No | Renee Brucker, Manager, MCK | Email: jmichaud-at-auditor.illinois.gov rbrucker - at mckcpa.com cansur - at-mckcpa.com |
Cathy accetped the my counter offer for her firm to audit the FY23 audit of ROE 35. | |
| Jeanne Michaud, Auditor V | 7/24/23 12:33 P.M. | Cathy Mansur, Partner, MCK | No | Renee Brucker, Manager, MCK | Email: jmichaud-at-auditor.illinois.gov rbrucker - at mckcpa.com cansur - at-mckcpa.com |
E-mail over the course of 97 minutes. | Cathy accepted the my counter offer for her firm to audit the FY23 audit of ROE 35. I responded that the hours and rates for this audit were accepted. |
| Jeanne Michaud, Auditor V | 7/21/23 11:48 A.M. | Kimberly Walker, Partner, Kemper CPA | No | Ashley Norton, Manager, Kemper CPA | Email: jmichaud-at-auditor.illinois.gov kwalker-at-kcmpercpa.com anorton - at-kempercpa.com |
Kimberly proposed hours and rate for her firm to complete the FY23 audit of ROE 45. | |
| Jeanne Michaud, Auditor V | 7/26/23 8:27 A.M. | Kimberly Walker, Partner, Kemper CPA | No | N/a | Email: jmichaud-at-auditor.illinois.gov kwalker-at-kcmpercpa.com |
E-mails over the course of 93 minutes. | I e-mailed Kimberly to ask if her firm would be interested in performing the FY23 audit of ROE 8. Kimberly replied that her firm was not interested. |
| Jeanne Michaud, Auditor V | 7/26/23 8:25 A.M. | Robert Arnholt, Partner, Doehring Winders & Co. | No | N/a | Email: jmichaud-at-auditor.illinois.gov rarnholt-at-dwococpa.com |
I e-mailed Robert to ask if his firm would be interested in performing the FY23 audit of ROE 8. | |
| Jeanne Michaud, Auditor V | 7/26/23 8:28 A.M. | Cathy Mansur, Partner, MCK | No | N/a | Email: jmichaud-at-auditor.illinois.gov cmansur-at-mckcpa.com |
E-mails over the course of 49 minutes. | I e-mailed Cathy to ask if her firm would be interested in performing the FY23 audit of ROE 8. Cathy replied that her firm was not interested. |
| Jeanne Michaud, Auditor V | 7/26/23 8:36 A.M. | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/a | Email: jmichaud-at-auditor.illinois.gov ppelletier-at-bpc-cpa.com |
E-mails over the course of 130 minutes. | I e-mailed Paul to ask if her firm would be interested in performing the FY23 audit of ROE 8. |
| Jeanne Michaud, Auditor V | 7/26/23 3:12 P.M. | Jennifer Roan, Partner, Adelfia | No | N/a | Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY23 audits of ROE 1, 9, 16, 17, 26, 28, 33, 44, 53, 21 and 54. | |
| Jeanne Michaud, Auditor V | 7/26/23 3:14 P.M. | Jennifer Roan, Partner, Adelfia | No | N/a | Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY23 audit of ROE 1 and 9. | |
| Jeanne Michaud, Auditor V | 7/26/23 3:15 P.M. | Jennifer Roan, Partner, Adelfia | No | N/a | Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY23 audit of ROE 16 and 17. | |
| Jeanne Michaud, Auditor V | 7/26/23 3:16 P.M. | Jennifer Roan, Partner, Adelfia | No | N/a | Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY23 audit of ROE 21 and 26. | |
| Jeanne Michaud, Auditor V | 7/26/23 3:17 P.M. | Jennifer Roan, Partner, Adelfia | No | N/a | Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY23 audit of ROE 28. | |
| Jeanne Michaud, Auditor V | 7/26/23 3:18 P.M. | Jennifer Roan, Partner, Adelfia | No | N/a | Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY23 audit of ROE 33 and 53. | |
| Jeanne Michaud, Auditor V | 7/26/23 3:19 P.M. | Jennifer Roan, Partner, Adelfia | No | N/a | Email: jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
Jennifer e-mailed contracting documents for the FY23 audit of ROE 54. | |
| Jeanne Michaud, Auditor V | 7/31/23 10:01 A.M. | Leilani Rodrigo, Partner, Roth & Co. | No | N/a | Email: jmichaud-at-auditor.illinois.gov lrodrigo-at-rothcocpa.com |
I sent the signed contracts for the FY23 audit of ISC 4, ROE 32 and the FY22 audit of ROE 13 through Suralink. | |
| Christian Cortes, Auditor III | 7/31/23 9:48 A.M. | Leilani Rodrigo, Partner, Roth & Co. | No | N/A | Email:
ccortes-at-auditor.illinois.gov lrodrigo-at-rothcocpa.com |
I provided Leilani the final signed FY22/23 Deaf and Hard of Hearing Commission controct via Suralink and let her know via email. | |
| Janis Van Durme, HHS Audit Manager | 7/25/2023
7:53 am |
Leilani Rodrigo, Roth & Co Partn | No | N/A | Email jvandurme-at-auditor.illinois.gov lrodirgo-at-rothcocpa.com |
N/A | The OAG Audit Manager sent proposed dates for an amendment 1 to the continuation contract for the DCFS FY21/22 compliance examination engagement. |
| Janis Van Durme, HHS Audit Manager | 7/25/2023
9:45 am |
Leilani Rodrigo, Roth & Co Partn | No | N/A | Email jvandurme-at-auditor.illinois.gov lrodirgo-at-rothcocpa.com |
N/A | Firm agreed to proposed dates for an amendment 1 to the continuation contract for the DCFS FY21/22 compliance examination engagement. |
| Janis Van Durme, HHS Audit Manager | 7/27/2023
10:04 am |
Leilani Rodrigo, Roth & Co Partn | No | N/A | Suralink jvandurme-at-auditor.illinois.gov lrodirgo-at-rothcocpa.com |
N/A | The OAG Audit Manager sent the firm the drafted contracts for an amendment 1 to the continuation contract of the DCFS FY21/22 compliance examination engagement so the firm could sign them. |
| Janis Van Durme, HHS Audit Manager | 7/27/2023
10:02 am |
William Sarb, RSM US LLP Partn | No | N/A | Suralink
- jvandurme-at-auditor.illinois.gov bill.sarb-at-rsmus.com |
N/A | The OAG Audit Manager provided the firm with the draft contract for an amendment 1 to the continuation contract of the IDOR FY21/22 state compliance examination engagement so the firm could sign them. |
| Janis Van Durme, HHS Audit Manager | 7/27/2023
10:28 am |
Leilani Rodrigo, Roth & Co Partn | No | N/A | Suralink jvandurme-at-auditor.illinois.gov lrodirgo-at-rothcocpa.com |
N/A | The firm sent back the drafted contracts for an amendment 1 to the continuation contract of the DCFS FY21/22 compliance examination engagement for final processing. |
| Janis Van Durme, HHS Audit Manager | 7/31/2023
3:28 pm |
William Sarb, RSM US LLP Partn | No | N/A | Suralink
- jvandurme-at-auditor.illinois.gov bill.sarb-at-rsmus.com |
N/A | The firm sent back the drafted contracts for an amendment 1 to the continuation contract of the IDOR FY21/22 compliance examination engagement for final processing. |
| Jeanne Michaud, Audit Manager | 7/28/2023
10:18 am |
Tonya Lofgren, Manger, Wipfli | No | Rory
Sohn, Partner, Wipfli Matt Scheuler, Partner, Wipfli |
Suralink
- jmichaud-at-auditor.illinois.gov tlofgren-at-wipfli.com rsohn-at-wipfli.com mschueler-at-wipfli.com |
N/A | Fonya e-mailed and said her firm would not be able to contract with the OAG to perform the FY19 audit of ROE 4. |
| Jeanne Michaud, Audit Manager | 7/27/2023
2:16 pm |
Jennifer Roan, Partner, Adelfia | No | N/A | Suralink
- jmichaud-at-auditor.illinois.gov jsroan-at-adelfiacpas.com |
N/A | Jennifer e-mailed her peer review report for the FY23 ROE audits. |
| José G. Roa, Auditor V | 7/11/23 8:20 AM | E. Sadural, Partner, Roth & Co., LLP | No | N/A | E-mail and Suralink: Esadural-at-rothcocpa.com José jroa-at-auditor.illinois.gov | N/A | Provided to Firm the fully signed FY23 IL Independent Tax Tribunal contract. |
| Quentin Kuntzman, Auditor IV | 7/10/2023 8:13 | Amy Sherwood, Partner, Sikich | No | N/A | Suralink/Email
- amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov |
I informed Amy the OAG accepted the firm's informal propsal and sent her the draft FY22/23 Court of Claims Compliance Examination contract for review and signature. | |
| Quentin Kuntzman, Auditor IV | 7/10/2023 8:22 | Amy Sherwood, Partner, Sikich | No | N/A | Suralink/Email
- amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov |
Amy returned the draft contract for the FY22/23 Court of Claims Compliance Examination signed by the Firm | |
| Quentin Kuntzman, Auditor IV | 7/10/2023 9:49 | Amy Sherwood, Partner, Sikich | No | N/A | Suralink/Email
- amy.sherwood-at-sikich.com qkuntzman-at-auditor.illinois.gov |
I sent Amy the final contract for the FY22/23 Court of Claims Compliance Examination. |