P-67509.76 FY26 Crowe Monitoring and Audit Services Executed _Redacted.pdf

24-416CMS-BOSS4-P-67509:76

Vendor Number: V00003849 Crowe LLP

3601 Wabash Avenue Suite 201 Springfield, IL 62711 chris.mower@crowe.com

Purchase Order

AGE - Aging

24-416CMS-BOSS4-P-

67509:76

Contract/PO #:

Release Order Number

Master Contract? Y

S H I P

T O

APO/CFO/Division AA One Natural Resources Way Suite 100 Springfield, IL 62702-1271

US

Email: allison.j.miller@illinois.gov

(217) 785-4476

VENDOR INSTRUCTIONS:

PURCHASE ORDER REQUIREMENTS - STATE OF ILLINOIS AGENCIES

Prior to commencement of billable work, delivery of supplies or rendering of any service on a Purchase Order:

--Initial Purchase Order/Contract - All parties, including the State and vendor, must fully execute the contract in its entirety.

--Release from an existing Purchase Order/Contract - The vendor must receive a Purchase Order signed by the State Agency and attached in BidBuy. Note, for any additional requirements see specific State Agency instruction.

PURCHASE ORDERS REQUIREMENTS - OTHER PURCHASING ENTITIES

B I L L

T O

APO/CFO/Division AA One Natural Resources Way Suite 100 Springfield, IL 62702-1271

US

Email: allison.j.miller@illinois.gov

(217) 785-4476

Solicitation (Bid) No.: N/A

Shipping Method:

Shipping Terms:

Release Begin Date: 11/14/2025 Release End Date: 11/13/2028

V E N D O R

Freight Terms:

Payment Terms: NA

Delivery Calendar Day(s) A.R.O.: 1

Master Con/Ref #: 9100001798

Item # 1 Class-Item 946-11

Project Manager -Hourly Rate: Years 3 and 4

Quantity UOMUnit Price Discount % Total Discount Amt. Tax Rate Tax Amount Freight Total Cost

426.00 HR$ 218.00 0.00 % $ 0.00 $ 0.00 $ 0.00 $ 92,868.00

Item # 2 Class-Item 946-11

Project Manager -Hourly Rate: Years 1 and 2

Quantity UOMUnit Price Discount % Total Discount Amt. Tax Rate Tax Amount Freight Total Cost

168.00 HR$ 218.00 0.00 % $ 0.00 $ 0.00 $ 0.00 $ 36,624.00

Item # 3 Class-Item 946-11

Staff Accountant -Hourly Rate: Years 1 and 2

Quantity UOMUnit Price Discount % Total Discount Amt. Tax Rate Tax Amount Freight Total Cost

68.00 HR$ 144.00 0.00 % $ 0.00 $ 0.00 $ 0.00 $ 9,792.00

Item # 4 Class-Item 946-11

Staff Accountant -Hourly Rate: Years 3 and 4

Quantity UOMUnit Price Discount % Total Discount Amt. Tax Rate Tax Amount Freight Total Cost

506.00 HR$ 144.00 0.00 % $ 0.00 $ 0.00 $ 0.00 $ 72,864.00

$ 212,148.00

$ 0.00

$ 0.00

APPROVED

By:

Phone#:

Veronica Williams

(217) 524-5817

BUYER

The undersigned agree to the Terms and Conditions as acknowledged by the Vendor and maintained in the State of Illinois' e-procurement system. This agreement consists of all terms as maintained in the state's e-procurement system inclusive of attached documents. The Vendor affirms that the Certifications and Financial Disclosures and Conflicts of Interest are true and accurate as of the date of the Vendor's execution of this Agreement. State documents will prevail in the event of a conflict between State and Vendor documents and information. The undersigned agree to the Terms and Conditions of this agreement:

OFFICIAL SIGNATURES:

Vendor Name: _______________________________

Vendor Signature

Printed Name: ______________________________

Title: _____________________________________

Phone #: ___________________________________

Email:______________________________________

Date: ______________________________________

State of Illinois Agency or Other Purchasing Entity Procuring State Agency or Entity:

Official Signature: _______

Printed Name: __ ________________

Title: _____ __________________________

Designee Signature: ________________________

Printed Name: ______________________________

Title: _____________________________________

Date: ______________________________________

Legal Signature: _________________________________

Printed Name: ______________________________

Title: _____________________________________

Date: ______________________________________

Fiscal Signature: _________________________________

Printed Name: ______________________________

Title: _____________________________________

Date: ______________________________________

FOR STATE OF ILLINOIS USE ONLY:

Acq. Type: ________________Source Sel. Method: _______________ Using Agency Funding Source:__________________________________ Detailed Expenditure Object Code:_____________________________ Approp. Acct Code: ___________________________________________ Award Code: __________________________________________________ Original Proc. Method:________________________________________ Subcontractors Disclosed:_____________________________________ Subcontractors Utilized:______________________________________ Publication Date:____________________ Financing Needed:_______ IPG Cert/Disclosure Yes_________ No__________________________

Vendor: Crowe LLP Contract: #24-416CMS-BOSS4-P-67509

Term: December 1, 2025 - June 30, 2026

Staff Senior Staff Manager Total Hours Planning and Project Management

Planning - - - - Project Management - - - -

Agency-Wide GAAP Forms SCO-560 Leases - - - - SCO-580 Compensated Absences - - - - SCO-538 Capital Assets - - - -

GAAP Packages - - - - GAAP Package Preparation/Review - - - -

Other Reporting Financial Statements and Footnotes - - - - Schedule of Expenditures of Federal Awards (SEFA) - - - - Fee Imposition - - - -

Comments IOC Comments/Requests - - - - Auditor Comments/Requests - - - -

Reconciliations SB0 Reconciliations - - - - Federal Reconciliations - - - - Other Reconciliations - - - -

Other Assistance GAAP Cleanup - - - - Lease/SBITA Review - - - - GASB Implementation - - Policies and Procedures - - - - Training - Other (See tab Estimates) 68 - 168 236

Total Hours by Level 68 - 168 236 Rate 144$ 178$ 218$ Fee Estimate 9,792$ -$ 36,624$

Total Fee Estimate 46,416$

Note: Billing for services provided will represent actual hours incurred.

Illinois Department on Aging Approval

Name: ______________________________________ Date: ______________________

Crowe Approval

Name: ______________________________________ Date: ______________________

Procedure

Estimated Hours by Level

Illinois Department on Aging Statement of Work #2026 - 002

Provisions for Financial and Other Reporting Assistance

Description: Crowe will assist with technical review, analysis and recommendations of accounting processes and solutions, assistance with implementation of said processes and solutions, development of procedures, preparation and/or review of audit responses, federal reconciliations. In addition, Crowe will assist with auditor comments and potential audit findings, and annual reporting as deemed necessary. These services will be performed pursuant to the Master Contract #24- 416CMS-BOSS4-P-67509 (the “Master Contract”) dated July 1, 2024.

Deliverables: Crowe will provide a risk assessment tool, monitoring plan, and applicable checklists.

Requests/timelines: See tab "Estimate"

Billing: Crowe will invoice monthly for actual hours incurred, by level of resource.

Term: July 1, 2026 - June 30, 2027

Staff Senior Staff Manager Total Hours Planning and Project Management

Planning - - - - Project Management - - - -

Agency-Wide GAAP Forms SCO-560 Leases - - - - SCO-580 Compensated Absences - - - - SCO-538 Capital Assets - - - -

GAAP Packages - - - - GAAP Package Preparation/Review - - - -

Other Reporting Financial Statements and Footnotes - - - - Schedule of Expenditures of Federal Awards (SEFA) - - - - Fee Imposition - - - -

Comments IOC Comments/Requests - - - - Auditor Comments/Requests - - - -

Reconciliations SB0 Reconciliations - - - - Federal Reconciliations - - - - Other Reconciliations - - - -

Other Assistance GAAP Cleanup - - - - Lease/SBITA Review - - - - GASB Implementation - - Policies and Procedures - - - - Training - Other (See tab Estimates) 426 - 226 652

Total Hours by Level 426 - 226 652 Rate 144$ 178$ 218$ Fee Estimate 61,344$ -$ 49,268$

Total Fee Estimate 110,612$

Note: Billing for services provided will represent actual hours incurred.

Illinois Department on Aging Approval

Name: ______________________________________ Date: ______________________

Crowe Approval

Name: ______________________________________ Date: ______________________

Billing: Crowe will invoice monthly for actual hours incurred, by level of resource.

Estimated Hours by Level

Procedure

Illinois Department on Aging Statement of Work #2027 - 001

Provisions for Financial and Other Reporting Assistance

Description: Crowe will assist with technical review, analysis and recommendations of accounting processes and solutions, assistance with implementation of said processes and solutions, development of procedures, preparation and/or review of audit responses, federal reconciliations. In addition, Crowe will assist with auditor comments and potential audit findings, and annual reporting as deemed necessary. These services will be performed pursuant to the Master Contract #24- 416CMS-BOSS4-P-67509 (the “Master Contract”) dated July 1, 2024.

Requests/timelines: See tab "Estimate" Deliverables: Crowe will provide a corrective action plan template, applicable checklists, onsite reviews, desk reviews, monitoring workpapers, monitoring reports.

Term: July 1, 2027 - June 30, 2028

Staff Senior Staff Manager Total Hours Planning and Project Management

Planning - - - - Project Management - - - -

Agency-Wide GAAP Forms SCO-560 Leases - - - - SCO-580 Compensated Absences - - - - SCO-538 Capital Assets - - - -

GAAP Packages - - - - GAAP Package Preparation/Review - - - -

Other Reporting Financial Statements and Footnotes - - - - Schedule of Expenditures of Federal Awards (SEFA) - - - - Fee Imposition - - - -

Comments IOC Comments/Requests - - - - Auditor Comments/Requests - - - -

Reconciliations SB0 Reconciliations - - - - Federal Reconciliations - - - - Other Reconciliations - - - -

Other Assistance GAAP Cleanup - - - - Lease/SBITA Review - - - - GASB Implementation - - Policies and Procedures - - - - Training - Other (See tab Estimates) 80 - 200 280

Total Hours by Level 80 - 200 280 Rate 144$ 178$ 218$ Fee Estimate 11,520$ -$ 43,600$

Total Fee Estimate 55,120$

Note: Billing for services provided will represent actual hours incurred.

Illinois Department on Aging Approval

Name: ______________________________________ Date: ______________________

Crowe Approval

Name: ______________________________________ Date: ______________________

Billing: Crowe will invoice monthly for actual hours incurred, by level of resource.

Estimated Hours by Level

Procedure

Illinois Department on Aging Statement of Work #2028 - 001

Provisions for Financial and Other Reporting Assistance

Description: Crowe will assist with technical review, analysis and recommendations of accounting processes and solutions, assistance with implementation of said processes and solutions, development of procedures, preparation and/or review of audit responses, federal reconciliations. In addition, Crowe will assist with auditor comments and potential audit findings, and annual reporting as deemed necessary. These services will be performed pursuant to the Master Contract #24- 416CMS-BOSS4-P-67509 (the “Master Contract”) dated July 1, 2024.

Requests/timelines: See tab "Estimate" Deliverables: Crowe will provide policies and procedures, grant close-out processes, training.

From: McKeon, Theresa To: Williams, Veronica; Harris, Sarah Cc: Howerton, Emily Subject: RE: CFO Signature Designation Threshold-Under $249,999K Date: Thursday, November 6, 2025 10:57:38 AM Attachments: image001.png

Veronica –

Upon talking with Sarah this morning, all procurements should be sent to Director for execution unless Director is unavailable, then Sarah and Becky are able to sign.

$250,000 and greater require CFO, Chief Legal, and Director.

Thanks, Teri

From: Williams, Veronica <Veronica.Y.Williams@Illinois.gov> Sent: Thursday, November 6, 2025 10:55 AM To: Harris, Sarah <Sarah.Harris@Illinois.gov> Cc: McKeon, Theresa <Theresa.McKeon@illinois.gov>; Howerton, Emily <Emily.Howerton2@Illinois.gov> Subject: CFO Signature Designation Threshold-Under $249,999K

Greetings, Can you confirm the signature authority you have to sign behalf of the Director, please?

Also, please confirm advise which cost thresholds you want internal preapprovals routed prior to execution routing, please:

Release PO Contracts-

$0-$10k:

$11k-$20k:

$21k-$50k:

$51k-$100k:

$101k-$249,999k:

$250k and Above$:

Direct PO Contracts-

$0-$10k:

$11k-$20k:

$21k-$50k:

$51k-$100k:

$101k-$249,999k:

$250k and Above$:

BOA Contracts-

$0-$10k:

$11k-$20k:

$21k-$50k:

$51k-$100k:

$101k-$249,999k:

$250k and Above$:

Thank you in advance for your time in response.

Sincerely, “Serving and advocating for older Illinoisans and their caregivers.”

Ms. Veronica Williams, MPA, LL.M, CPPO, CPPB, NIGP-CPP Agency Procurement Officer - APO

Illinois Department on Aging Desk: 217.524.5817 Cell: 217.685-2192 Web: ilaging.illinois.gov Email: Veronica.Y.Williams@illinois.gov

Senior HelpLine: 1.800.252.8966 One Natural Resources Way, Suite 100, Springfield, IL 62702

State of Illinois – CONFIDENTIALITY NOTICE: The information contained in this communication is confidential, may be attorney-client privileged or attorney work product, may constitute inside information or internal deliberative staff communication, and is intended only for the use of the addressee. Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify the sender immediately by return e-mail and destroy this communication and all copies thereof, including all attachments. Receipt by an unintended recipient does not waive attorney-client privilege, attorney work product privilege, or any other exemption from disclosure.

From: Harris, Sarah To: Albarracin, Hernando; Williams, Veronica Subject: SMH List and CROWE Subrecipient Monitoring estimate.xlsx Date: Wednesday, October 15, 2025 12:57:44 PM Attachments: SMH List and CROWE Subrecipient Monitoring estimate.xlsx image001.png

Hello, Please begin work on a release from the master contract for CROWE GAAP services. I have included a snippet below of the section of the contract pertaining to these services to ensure we able to clear up a repeat audit finding and be compliant with Federal monitoring regulations. I have also attached the estimated costs and work to be completed during the pan of the release. Thank you I need this started and in place as soon as possible which should not be more than a couple weeks since it a release off a master.

State of Illinois - CONFIDENTIALITY NOTICE: The information contained in this communication is confidential, may be attorney-client privileged or attorney work product, may constitute inside information or internal deliberative staff communication, and is intended only for the use of the addressee.

Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited

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