February 2020
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 |
Date/time of contact |
Name and title of |
Registered |
Name and title |
Method of contact (oral
by phone, oral |
Approximate |
Provide a detailed
summary of the points made by each |
|
Jane Clark, Director |
02/04/2020 08:27 AM |
Linda Abernethy, Partner, RSM US LLP |
No |
Phone: Jane 217-782-0811 Linda: 847-413-6248 |
2 minutes |
I called Linda Abernethy to let her know the OAG had selected RSM's proposal in response to the OAG competitive RFP process for the Dept. of Human Services. The assigned manager will be reaching out to her in the near future to discuss the contracting process. |
|
|
Jane Clark, Director |
02/04/2020 08:31 AM |
Susan Warren, Partner KPMG |
No |
Phone: Jane 217-782-0811 Susan: 512-320-5185 |
1 minute |
Left voice mail with Susan to let her know the OAG had selected KPMG's proposal in response to the OAG competitive RFP process for the State of IL single audit. Asked her to call me with any questions. |
|
|
Jane Clark, Director |
02/04/2020 09:32 AM |
Stella Santos, Managing Partner Adelfia LLC |
No |
Phone: Jane 217-782-0811 Stella: 312-240-9500 |
2 minutes |
Left voice mail with Stella to let her know the OAG had selected Adelfia's proposal in response to the OAG competitive RFP process for the Department of Corrections. Asked her to call me with any questions. |
|
|
Lisa Warden, Auditor V |
02/11/2020 09:22 AM |
Stella Santos, Managing Partner Adelfia LLC |
No |
Email: Stella sbsantos - at - adelfiacpas.com Lisa lwarden - at - auditor.illinois.gov |
|
Asked Stella to submit contract proposal forms broken out by phase for the FY19/20 audit of the Department of Corrections. |
|
|
Janis Van Durme, Audit Manager |
02/13/2020 13:27 PM |
Linda Abernethy, Partner, RSM US LLP |
No |
Phone: |
2 minutes |
I called Linda Abernethy to follow up on contract amendment dates for the timetable of the Compliance Examination of DHS for FY18/19. |
|
|
Janis Van Durme, Audit Manager |
02/14/2020 08:22 AM |
Linda Abernethy, Partner, RSM US LLP |
No |
Email: Linda.Abernethy-at-rsmus.com |
|
Linda Abernethy provided proposed amendment dates for the timetable of the Compliance Examination of DHS for FY18/19. |
|
|
Lisa Warden, Auditor V |
02/18/2020 19:20 PM |
Jennifer Roan, Partner Adelfia |
No |
Stella Santos and Mavie Valera, Partners, Adelfia |
Email: Stella sbsantos - at - adelfiacpas.com Lisa lwarden - at - auditor.illinois.gov |
|
Jennifer submitted the proposal forms for the FY19/20 audit of the Department of Corrections. |
|
Jeanne Michaud, Audit Manager |
02/19/2020 17:09 PM |
Robert Arnholdt, Partner, Doehring, Winders & Co., LLP |
No |
Email:
rarnholt-at-dwcocpa.com |
|
Robert Arnholdt provided revised amendment dates for the timetables of the 6/30/19 audit of ROE #48 and the 6/30/17 audit of ROE #51. |
|
|
Dennis Gibbons, Audit Manager |
02/21/2020 11:05 AM |
Amy Sherwood, Partner, Sikich LLP |
No |
Email:
Amy.Sherwood-at-sikich.com |
|
I contacted Amy Sherwood to inquire whether Sikich was interested in performing the FY19/20 compliance examination of the Illinois Dept. of Veterans' Affairs, and whether the firm was still independent. |
|
|
Lisa Warden, Auditor V |
02/21/2020 15:00 PM |
Janice Romack, Partner |
No |
Phone: Janice 618-664-4848 Lisa 217-782-9307 |
10 minutes |
Janice stated the firm is interested and independent to perform the FY19/20 examinations of the Office of the Attorney General and the State Police Merit Board. Discussed Phase I amount for each engagement. |
|
|
Reddy Bommareddi, Audit Manager |
02/24/2020 10:05 AM |
Leilani Rodrigo, Partner, E.C. Ortiz & Co., LLP |
No |
Phone: Reddy 217-558-3971 Leilani 312-876-1900 |
1 minute |
I called Leilani to inquire if E. C. Ortiz & Co., LLP was interested in performing the FY20 financial, compliance examination and single audit of the Chicago State University, and whether the firm was still independent. Leilani noted her firm is interested in it and no independence issues noted. |
|
|
Reddy Bommareddi, Audit Manager |
02/24/2020 10:09 AM |
Heather Powell, Partner,BKP LLP |
No |
Email: hpowell-at-bkd.com |
|
I emailed Heather to inquire if BKD, LLP was interested in performing the FY20 financial and compliance examination of the Illinois Gaming Board, and whether the firm was still independent. |
|
|
Gordon French IS V |
02/24/2020 14:26 PM |
Anthony Petrilli sales w/ SHI (Adobe Products) |
No |
Email: Anthony_PetrilliATSHI.com |
|
Price quote for upcoming maintenance/support on our current licensed Adobe Pro (Cloud) |
|
|
Thomas L. Kizziah Audit Manager V |
02/24/2020 11:03 AM |
Chuck Kozlik, Principal CliftonLarsonAllen LLp |
No |
In person |
7 minutes |
At the conclusion of the Northern Illinois University (NIU) exit conference, I met with Chuck and asked him if he was interested and independent in order to perform the upcoming FY20 engagement for NIU. He stated the Firm was interested and independent. We discussed the timing, staffing and the additonal information systems review scheduled for the FY20 engagement. We also discussed the hours budget for work performed before June 30, 2020. |
|
|
Thomas L. Kizziah Audit Manager V |
02/26/2020 09:25 AM |
Heather Powell, Partner,BKP LLP |
No |
Phone: Thomas 217-782-0816 Heather 217-421-6869 |
7 minutes |
I called Heather to discuss the upcoming engagement for the State Universities Retirement System for the year ended June 30, 2020. I asked Heather if she was interested and independent and she stated they were both interested and independent. We discussed the scope, timing, staffing, planned census testing and the hours budget for work performed before June 30, 2020. |
|
|
Peggy Hartson, Audit Manager |
02/25/2020 10:12 AM |
Gilda Priebe, Partner Adelfia LLC |
No |
Email: gbpriebe-at-adelfiacpas.com pahartson-at-auditor.illinois.gov |
|
I emailed Gilda to inquire if the firm was interested in performing the FY19/20 compliance examination of the Illinois Racing Board and whether the firm was independent. |
|
|
Peggy Hartson, Audit Manager |
02/25/2020 10:32 AM |
Elda Arriola, Partner, E.C. Ortiz & Co LLP |
No |
Emal: ebarriola-at-ecortiz.com pahartson-at-auditor.illinois.gov |
|
I emailed Elda to inquire if the firm was interested in performing the FY19/20 finacial audit & compliance examination of the Environmental Protection Agency, Pollution Control Board, and Environmental Trust Fund Commission, and whether the firm was still independent. |
|
|
Jeanne Michaud, Audit Manager |
02/27/2020 12:39 PM |
Tim Gavin, Manager, Lauterbach & Amen, LLP |
No |
Matt Beran, Partner,
Lauterbach & Amen |
Emal:
tgavin-at-lauterbachamen.com mberan-at-lauterbachamen.com |
|
Tim Gavin sent revised timetables for the 6/30/18 audits of ROE 19 and ROE 34. |
|
Stacie Sherman, Audit Manager |
02/27/2020 09:20 AM |
Chris Mower, Partner, Crowe LLP |
No |
Email:
chris.mower-at-crowe.com |
|
I emailed Chris to inquire if the firm was interested in performing the FY20 financial audit and compliance examination the Treasurer's Office Fiscal Responsibilities as well as the FY20 financial audits of ABLE, CSP, Illinois Funds and Secure Choice and whether the firm was independent. |
|
|
Stacie Sherman, Audit Manager |
02/27/2020 09:57 AM |
Marites Sy, Partner, E.C. Ortiz |
No |
Email: MUSy-at-ecortiz.com |
|
I emailed Tes to inquire if the firm was interested in performing the FY19/20 compliance examination the Department of Natural Resources, the FY20 financial audit of the Department of Natural Resouces, and the FY20 financial audit and compliance examination of the Illinois Conservation Foundation and whether the firm was independent. |
|
|
Stacie Sherman, Audit Manager |
02/27/2020 10:00 AM |
Stella Santos, Partner, Adelfia LLC |
No |
Email:
sbsantos-at-adelfia.com |
|
I emailed Stella to inquire if the firm was interested in performing the FY20 financial audit, single audit, and compliance examination of Western Illinois University and whether the firm was independent. |
|
|
Lisa Warden, Auditor V |
02/27/2020 18:19 PM |
Stella Santos, Partner, Adelfia LLC |
No |
Phone: Lisa 217-782-9307 Stella 312-240-9500 |
32 minutes |
Discussed timetables, staffing, and conduct of FY19/20 audit of Department of Corrections. |
|
|
Megan Green, Audit Manager |
02/28/2020 10:40 AM |
Amy Sherwood, Partner, Sikich LLP |
No |
Email:
Amy.Sherwood-at-sikich.com |
|
I contacted Amy Sherwood to inquire whether Sikich was interested in performing the FY19/20 engagements for the Department of Central Management Services (CMS), CMS - Deferred Compensation Plan, and Capital Development Board. and whether the firm was still independent. |