December 2025

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.
Emily Rivalland, Auditor IV12/01/2025 04:54 PMGilda Priebe, Partner, AdelfiaNoCharlene Rosario, Audit Supervisor, AdelfiaEmail
gbpriebe-at-adelfiacpas.com
CBRosario-at-adelfiacpas.com
Erivalland-at-auditor.illinois.gov		EmailGilda emailed an updated timetable for the FY24/25 compliance examination of the Illinois Council on Developmental Disabilities.
Sara Metzger, Assistant Director12/03/2025 03:41 PMAmy Sherwood, Partner, Sikich CPA LLCNoQuentin Kuntzman, Audit Manager, OAGEmail
Amy.Sherwood-at-sikich.com
smetzger-at-auditor.illinois.gov
qkuntzman-at-auditor.illinois.gov		emailSent the welcome letter for the FY26 ACFR and related engagement to Amy
Stephanie Wildhaber, Auditor V12/04/2025 01:57 PMKaren Montejo, Engagement Manager, Maharlika, PLLCNoMaria Fides Balita, Owner, Maharlika, PLLCEmail:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov
Karen Montejo: kmmontejo-at-maharlikacpa.com
Maria Fides Balita: mfbalita-at-maharlikacpa.com		N/AI contacted Karen about a possible amendment for the FY24/25 compliance examination contract for the Department of Labor. I sent Karen a revised Schedule 1 and asked if they are agreeable to the amended dates.
Stephanie Wildhaber, Auditor V12/04/2025 02:38 PMKaren Montejo, Engagement Manager, Maharlika, PLLCNoMaria Fides Balita, Owner, Maharlika, PLLCEmail:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov
Karen Montejo: kmmontejo-at-maharlikacpa.com
Maria Fides Balita: mfbalita-at-cpa.com		N/AKaren indicated the amended dates for the FY24/25 compliance examination of the Department of Labor contract were agreeable.
Emily Rivalland, Auditor IV12/09/2025 09:30 AMGilda Priebe, Partner, AdelfiaNoSuralinkI sent Gilda the amendment for the FY24/25 compliance examination of the Illinois Council on Developmental Disabilities for signature.
Stephanie Wildhaber, Auditor V12/09/2025 10:54 AMMaria Balita, Owner, Maharlika PLLCNoEmail:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.com
Maria Balita: mfbalita-at-maharlikacpa.com		N/AI emailed the amended contract for the FY24/25 compliance examination of the Department of Labor to Maria for her signature.
Stephanie Wildhaber, Auditor V12/10/2025 11:01 AMMaria Balita, Owner, Maharlika PLLCNoEmail:
Swildhaber-at-auditor.illinois.gov
mfbalita-at-maharlikacpa.com		N/AMaria sent me the signed contract amendment for the FY24/25 compliance examination of the Department of Labor.
Emily Rivalland, Auditor IV12/10/2025 01:30 PMGilda Priebe, Partner, AdelfiaNoSuralinkGilda sent me a signed copy of the amendment for the FY24/25 compliance examination of the Illinois Council on Developmental Disabilities via Suralink.
Stephanie Wildhaber, Auditor V12/10/2025 03:35 PMMaria Balita, Owner, Maharlika PLLCNoEmail:
Swildhaber-at-auditor.illinois.gov
mfbalita-at-maharlikacpa.com		N/AI sent Maria the signed amended contract for the FY24/25 compliance examination of the Department of Labor. The amendment extends the timeline by 2 months.
Emily Rivalland, Auditor IV12/11/2025 03:29 PMGilda Priebe, Partner, AdelfiaNoSuralinkN/AI sent Gilda the signed amendment for the FY24/25 compliance examination of the Illinois Council on Developmental Disabilities via Suralink. This amendment extends the timetable by 2.5 months.
Lisa Warden, Auditor V12/12/2025 04:29 PMSteven Bishop, Partner, Plante MoranNoSteven Bishop Steven.Bishop- at -plantemoran.com
Lisa Warden LWarden- at -auditor.illinois.gov		emailRequested amended timetable dates for the FY25 Southern Illinois University audit.
Lisa Warden, Auditor V12/14/2025 01:28 PMSteven Bishop, Partner, Plante MoranNoBrian Hale, Manager, Plante MoranSteven.Bishop - at - plantemoran.com
Brian.Hale - at - plantemoran.com
LWarden - at - auditor.illinois.gov		emailPartner proposed amended timetable dates for the FY25 audit of Southern Illinois University.
Lisa Warden, Auditor V12/15/2025 12:05 PMSteven Bishop, Partner, Plante MoranNoBrian Hale, Manager, Plante MoranSteven.Bishop - at - plantemoran.com
Brian.Hale - at - plantemoran.com
LWarden - at - auditor.illinois.gov		emailI counter-proposed amended timetable dates for the FY25 audit of Southern Illinois University.
Lisa Warden, Auditor V12/15/2025 05:16 PMJennifer Roan, Partner, Adelfia CPAsNoJennifer S. Roan jsroan - at - adelfiacpas.com
Lisa Warden lwarden - at - auditor.illinois.gov		emailOAG manager proposed amended timetable dates for the FY24/25 examination of the Office of the Lieutenant Governor.
Lisa Warden, Auditor V12/15/2025 05:32 PMJennifer Roan, Partner, Adelfia CPAsNoJSRoan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov		emailPartner agreed to the proposed amended timetable dates for the FY24/25 examination of the Office of the Lieutenant Governor.
Lisa Warden, Auditor V12/16/2025 06:23 AMSteven Bishop, Partner, Plante MoranNoBrian Hale, Manager, Plante Moransteven.bishop- at -plantemoran.com
Brian.Hale- at -plantemoran.com
lwarden- at -auditor.illinois.gov		emailPartner agreed to the amended timetable dates for the FY25 audit of Southern Illinois University.