April 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 Berger, Auditor III | 04/01/2025 07:34 AM | Gilda Priebe, Partner, Adelfia LLC | No | Stella Marie Santos, Partner, Adelfia LLC | Suralink and email
Emily Berger eberger-at-auditor.illinois.gov Gilda Priebe gbpriebe-at-adelfiacpas.com Stella Marie Santos sbsantos-at-adelfiacpas.com | N/A | I provided Gilda and Stella the FY24/25 Illinois Commerce Commission compliance examination Contracts for review and signature. |
| Christian Cortes, Auditor IV | 04/01/2025 09:32 AM | Meredith Angel, Director, Sikich CPA LLC | No | N/A | E-mail:
ccortes-at-auditor.illinois.gov meredith.angel-at-sikich.com | N/A - email | Meredith provided updated report dates on Schedule 1 for the contract amendment for the Department of Insurance FY23/24 Compliance Examination. |
| Emily Berger, Auditor III | 04/01/2025 10:02 AM | Stella Marie Santos, Partner, Adelfia LLC | No | Gilda Priebe, Partner, Adelfia LLC | Suralink and email
Emily Berger eberger-at-auditor.illinois.gov Stella Santos sbstantos-at-adelfiacpas.com Gilda Priebe gbpriebe-at-adelfiacpas.com | N/A | Stella sent back the signed contracts for the FY24/25 compliance examination of the Illinois Commerce Commission via Suralink file sharing and notified me via email. |
| Jeanne Michaud, Auditor V | 04/01/2025 03:19 PM | Jennifer Roan, Partner, Adelfia | No | N/A | E-mail: jsroan-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I let Jennifer know the proposed hours and rate by her firm for the FY20 audit of ROE 4 were accepted. | |
| Emily Berger, Auditor III | 04/01/2025 04:22 PM | Stella Marie Santos, Partner, Adelfia LLC | No | Gilda Priebe, Partner, Adelfia LLC | Suralink and email
Emily Berger eberger-at-auditor.illinois.gov Gilda Priebe gbpriebe-at-adelfiacpas.com Stella Santos sbsantos-at-adelfiacpas.com | N/A | I sent Gilda and Stella the signed contracts for the FY24/25 Illinois Commerce Commission compliance examination through the Suralink File Sharing. Gilda sent me an email confirming receipt of the contracts. |
| Stacie Sherman, Auditor V | 04/01/2025 06:33 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | Steven sent the proposal materials and proposed rate for the FY25 financial audit, single audit and compliance examination for Western Illinois University. | ||
| Andrea Alderman, Auditor IV | 04/01/2025 07:57 PM | Ana Ausan, Partner, Adelfia LLC | No | N/A | Email/Suralink | N/A | Ana provided the FY24/25 GAC Compliance Examination informal proposal documents via Suralink. |
| Stacie Sherman, Auditor V | 04/02/2025 10:49 AM | Gilda Priebe, Partner, Adelfia | No | Suralink | I sent Gilda the final signed contracts for the FY24/25 compliance examination of the Illinois Council on Developmental Disabilities. | ||
| Stacie Sherman, Auditor V | 04/02/2025 11:05 AM | Gilda Priebe, Partner, Adelfia | No | Suralink | I sent Gilda the final signed contracts for the FY24/25 compliance examination of the Liquor Control Commission. | ||
| Stacie Sherman, Auditor V | 04/02/2025 11:12 AM | Jennifer Roan, Partner, Adelfia | No | Suralink | I sent Jennifer the final signed contracts for the FY24/25 compliance examination of the Executive Ethics Commission. | ||
| Lisa Warden, Auditor V | 04/02/2025 12:50 PM | Ana Ausan, Partner, Adelfia LLC | No | ARAusan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov | Suralink | The partner submitted their informal proposal for the FY24/25 compliance examination of the General Assembly. | |
| Lisa Warden, Auditor V | 04/02/2025 02:23 PM | Ana Ausan, Partner, Adelfia LLC | No | Gilda Priebe, Partner, Adelfia | ARAusan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov | The partner proposed the rate and said she would be submitting additional information for her informal proposal for the FY24/25 compliance examination of the General Assembly. | |
| Stephanie Wildhaber, Auditor V | 04/03/2025 09:48 AM | Stella Santos, Managing Partner, Adelfia, LLC | No | N/A | Email and Suralink:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | I sent Ms. Santos the contract for the FY24/25 financial audit and compliance examination of the Illinois Literacy Foundation for her signature. |
| Stephanie Wildhaber, Auditor V | 04/03/2025 09:48 AM | Stella Santos, Managing Partner, Adelfia, LLC | No | N/A | Email and Suralink:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | I sent Ms. Santos the Phase I and Phase II contracts for the FY24/25 compliance examination of the Office of the Secretary of State for her signature. |
| Stephanie Wildhaber, Auditor V | 04/03/2025 09:56 AM | Stella Santos, Managing Partner, Adelfia | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | Ms. Santos sent me the signed contract for the FY24/25 financial audit and compliance examination of the Illinois Literacy Foundation. |
| Stephanie Wildhaber, Auditor V | 04/03/2025 09:56 AM | Stella Santos, Managing Partner, Adelfia, LLC | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | Ms. Santos sent me the signed contract for the FY24/25 compliance examination of the Secretary of State. |
| Quentin Kuntzman, Auditor V | 04/04/2025 01:12 PM | Elda Arriola, Partner, Roth & Co. LLP | No | Email/Suralink:
qkuntzman-at-auditor.illinois.gov earriola-at-rothcocpa.com | I provided Elda a copy of the final, signed FY23/24 DoIT Contract Amendment #2. | ||
| Quentin Kuntzman, Auditor V | 04/04/2025 01:16 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Email/LeapFile:
qkuntzman-at-auditor.illinois.gov adam.pulley-at-claconnect.com | I provided Adam a copy of the final, signed FY23/24 Illinois Gaming Board Contract Amendment. | ||
| Kenneth Matthews, Auditor IV | 04/07/2025 08:38 AM | Amy Sherwood, Principal, Sikich CPA | No | Meredith Angel, Director, Sikich CPA | Email + Suralink
Amy: amy.sherwood-at-sikich.com Meredith: meredith.angel-at-sikich.com Kenny: kjmatthews-at-auditor.illinois.gov | Email + Response | I sent the FY25 HFS State Compliance Examination phase I and phase II contracts to Amy and Meredith via Suralink for their review and approval. I sent an email to notify them that I had done so and to reach out if they had any issues accessing the files. Amy responded within the hour to inform me that she had signed the contracts and upoaded via Suralink for final OAG processing and approval. |
| Reddy Bommareddi, Information Specialist V | 04/07/2025 01:51 PM | Darlene Dizon, Senior Manager, Roth&Co., LLP | No | Aaron Donnelly, Partner, Roth &Co., LLP | Email: Darlene: ddizon-at-rothcocpa.com; Aaron: adonnelly-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have noticed on the Informal Proposal the firm used old version of Schedule 1 for the Financial Audit, Single Audit and Compliance examination of the Chicago State University for the year ended June 30, 2025 and asked the firm to re-send the updated Schedule 1 documents. Also, I have asked the firm if they can increase phase I hours to align those with early budgets. Firm re-sent the updated informal proposal documents. | |
| Kenneth Matthews, Auditor IV | 04/08/2025 09:30 AM | Kelly Kirkman, Partner, RSM US LLP | No | Paige Morgano, Manager, RSM US LLP
Megan Green, Statewide Single Audit Manager, OAG | Microsoft Teams Meeting | 30 minutes | OAG audit managers met with RSM to discuss the FY25 DHS Compliance examination facilities testing procedures. We reviewed prior year audit programs and identified areas for efficiency and reduction in duplicative testing. The conversations are expected to continue as we get the contract put together, as OAG staff will be conducing the DHS facilities testing procedures. |
| Kenneth Matthews, Auditor IV | 04/08/2025 10:13 AM | Kelly Kirkman, Partner, RSM US LLP | No | Crystal Bruns, Project Management, RSM US LLP
Jen Katz, Partner, RSM US LLP Paige Morgan, Manager, RSM US LLP | Email + Response
Kelly: kelly.kirkman-at-rsmus.com Crystal: crystal.bruns-at-rsmus.com Jen: jen.katz-at-rsmus.com Kenny: kjmatthews-at-auditor.illinois.gov | Email + response | I reached out to Kelly regarding the FY25 DHS Compliance Examination to inquire about early work hours budget needed and facilities testing to be conducted by the OAG staff. Kelly replied to let me know that they would be meeting internally on Thursday to discuss the hours' budget and let me know after that. I replied to say thanks. |
| Christian Cortes, Auditor IV | 04/08/2025 10:20 AM | Meredith Angel, Director, Sikich CPA LLC | No | N/A | E-mail and Suralink:
ccortes-at-auditor.illinois.gov meredith.angel-at-sikich.com | E-mail and Suralink | I sent Meredith the contract amendment, via Suralink and notified her via email, for the FY23/24 Department of Insurance compliance examination for review and signature. I received an out of office reply. |
| Kenneth Matthews, Auditor IV | 04/08/2025 10:25 AM | Paige Morgano, Manager, RSM US LLP | No | Kelly Kirkman, Partner, RSM US LLP
Megan Green, Statewide Single Audit Manager, OAG | Email
Paige: paige.morgano-at-rsmus.com Kelly: kelly.kirkman-at-rsmus.com Megan: mgreen-at-auditor.illinois.gov Kenny: kjmatthews-at-auditor.illinois.gov | Email + response | Upon concluding our Microsoft Teams Meeting to discuss the FY25 DHS Compliance Examination facilities testing, Paige sent her files to identify how we can increase efficiency and eliminate duplicative testing (specifically, the audit program and inventory testing procedures). I responded to thank her for sending the information and inform her that we would be meeting internally to review and reach out for another call soon. |
| Christian Cortes, Auditor IV | 04/08/2025 10:45 AM | Amanda Neeley, Manager, Sikich CPA LLC | No | N/A | Teams meeting | N/A | I asked Amanda who I should send the contract amendment for the FY23/24 Department of Insurance Compliance Examination for signature since Meredith was out of the office. |
| Christian Cortes, Auditor IV | 04/08/2025 11:19 AM | Amanda Neeley, Manager, Sikich CPA LLC | No | N/A | E-mail:
ccortes-at-auditor.illinois.gov amanda.neeley-at-sikich.com | N/A | Amanda replied to send the contract amendment for the Fy23/24 Department of Insurance Compliance Examination to Amy Sherwood for her review and signature. |
| Jeanne Michaud, Auditor V | 04/08/2025 01:20 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia
Stella Marie Santos, Partner, Adelfia | E-mail: jsroan-at-adelfiacpas.com
sbsantos-at-adelfiacpas.com mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov | Jennifer sent contracting documents for the FY21 Phase 1 and 2 contracts of ROE 4. | |
| Christian Cortes, Auditor IV | 04/08/2025 01:43 PM | Amy Shewood, Principal, Sikich CPA LLC | No | Meredith Angel, Director, Sikich CPA LLC | Email and Suralink:
ccortes-at-auditor.illinois.gov amy.sherwood-at-sikich.com meredith.angel-at-sikich.com | N/A | I sent Amy and Meredith the contract amendment, via Suralink and notified them via email, for the FY23/24 Department of Insurance compliance examination for review and signature. |
| Christian Cortes, Auditor IV | 04/08/2025 03:36 PM | Amy Shewood, Principal, Sikich CPA LLC | No | N/A | E-mail and Suralink:
ccortes-at-auditor.illinois.gov amy.sherwood-at-sikich.com | N/A | Amy provided me the signed contract via Suralink for the FY23/24 Department of Insurance compliance examination. |
| Stephanie Wildhaber, Auditor V | 04/08/2025 03:40 PM | Stella Santos, Managing Partner, Adelfia | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | I sent Ms. Santos the signed contracts for the FY24/25 compliance examination of the Secretary of State. |
| Stephanie Wildhaber, Auditor V | 04/08/2025 03:42 PM | Stella Santos, Managing Partner, Adelfia | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | I sent Ms. Santos the signed contract for the FY24/25 financial audit and compliance examination of the Illinois Literacy Foundation. |
| Reddy Bommareddi, Information Specialist V | 04/09/2025 08:16 AM | Michael Lawler, Partner, West & Company LLC | No | None | Email: Mike: mlawler-at-westcpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have sent the Illinois Criminal Justice Information Authority FY24/25 compliance examination contracts to Mike for firm signatures. Mike signed the contracts and emailed those back to me. | |
| Reddy Bommareddi, Information Specialist V | 04/09/2025 08:21 AM | Aaron Donnelly, Partner, Roth&Co., LLP | No | Darlene Dizon, Senior Manager, Roth&Co., LLP | Email: Aaron: adonnelly-at-rothcocpa.com; Darlene: ddizon-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have sent the Chicago State University FY25 financial audit, single audit and compliance examination contracts for firm signatures. Subsequently, Aaron signed the contracts and emailed me the signed contracts. | |
| Andrea Alderman, Auditor IV | 04/09/2025 11:35 AM | Ana Ausan, Partner, Adelfia LLC | No | N/A | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | I emailed Ana questions regarding the informal proposal documents for the FY24/25 Compliance Examination for GAC. Questions included the Disclosures and Conflict of Interest Form and the Informal Proposal Worksheet. |
| Jeanne Michaud, Auditor V | 04/09/2025 03:27 PM | Stella Marie Santos, Partner, Adelfia | No | N/A | E-mail: sbsantos - at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded to Suralink ROE 4's FY21 Phase 1 and 2 contracts for Stella to sign. | |
| Andrea Alderman, Auditor IV | 04/09/2025 06:01 PM | Ana Ausan, Partner, Adelfia LLC | No | N/A | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | Ana provided a revised version of the Informal Proposal Worksheet for the FY24/25 Compliance Examination for GAC. She also provided responses to my other questions. |
| Jeanne Michaud, Auditor V | 04/09/2025 08:57 PM | Stella Marie Santos, Partner, Adelfia | No | N/A | E-mail: sbsantos - at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | Stella uploaded to Sharefile ROE 4's FY21 Phase 1 and 2 contracts. | |
| Quentin Kuntzman, Auditor V | 04/10/2025 09:18 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Email/Suralink:
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | I provided Amy the FY24/25 Department of the Lottery Contracts for her review and signature. | ||
| Quentin Kuntzman, Auditor V | 04/10/2025 09:36 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Email/Suralink:
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | Amy returned the FY24/25 Lottery Contracts signed by the firm. | ||
| Jeanne Michaud, Auditor V | 04/10/2025 11:30 AM | Stella Marie Santos, Partner, Adelfia | No | N/A | E-mail: sbsantos - at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded to Suralink ROE 4's FY21 Phase 1 and 2 contracts signed contracts. | |
| Reddy Bommareddi, Information Specialist V | 04/11/2025 08:35 AM | Michael Lawler, Partner, West & Company LLC | No | None | Email: Mike: mlawler-at-westcpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have emailed Mike the FY24/25 signed contracts of compliance examination for the Illinois Criminal Justice Information Authority. | |
| Reddy Bommareddi, Information Specialist V | 04/11/2025 08:39 AM | Aaron Donnelly, Partner, Roth&Co., LLP | No | Darlene Dizon, Senior Manager, Roth&Co.,LLP | Email: Aaron: adonnelly-at-rothcocpa.com; Darlene: ddizon-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have emailed FY25 signed contracts of financial audit, single audit and compliance examination for the Chicago State University for firm files. | |
| Kenneth Matthews, Auditor IV | 04/11/2025 09:19 AM | Kelly Kirkman, Partner, RSM US LLP | No | Email
Kelly: kelly.kirkman-at-rsmus.com Kenny: kjmatthews-at-auditor.illinois.gov | Email + response | Kelly reached out to discuss the upcoming FY25 DHS Compliance Examination. As the previous partner in charge of this engagement is no longer with the firm, Kelly wanted to clarify if this engagement included AUP testing. Additionally, we have been having discussions regarding the OAG staff conducing the DHS facility work this year and the amount of early work hours RSM believes it will need. I responded the confirm that the AUP work is longer included, due to the change to the Statewide ACFR model. I also asked Kelly to provide me with an estimate of early work hours needed. I also informed Kelly that, once we had the estimated early work hours, I would send the informal proposal documents and we could get the contract in place before proceeding with planning out the DHS facility testing. | |
| Stephanie Wildhaber, Auditor V | 04/11/2025 09:22 AM | Elda Arriola, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Elda Arriola: earriola-at-rothcocpa.com | N/A | I sent Ms. Arriola the contracts for the FY24/25 compliance examination of the State Board of Elections for her signature. |
| Stephanie Wildhaber, Auditor V | 04/11/2025 10:06 AM | Elda Arriola, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Elda Arriola: earriola-at-rothcocpa.com | N/A | Ms. Arriola sent the signed contracts for the FY24/25 compliance examination for the Illinois State Board of Elections. |
| Dennis Gibbons, Auditor V | 04/11/2025 11:03 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Emails over 10 minutes | I inquired with Bill about whether the FY24/25 ISBI informal proposal would still be ready today. Bill indicated that it would be. | |
| Kenneth Matthews, Auditor IV | 04/11/2025 01:15 PM | Kelly Kirkman, Partner, RSM US LLP | No | Paige Morgano, Manager, RSM US LLP | Email
Kelly: kelly.kirkman-at-rsmus.com Paige: paige.morgano-at-rsmus.com Kenny: kjmatthews-at-auditor.illinois.gov | Email + multiple responses over the course of a week | In response to our previous discussions regarding the early work budget for the FY25 DHS Compliance Examination, Kelly reached out ask if RSM will still be doing AUP work so that she can provide an accurate projection of overall hours needed. I responded to let her know that the AUP work will no longer be included in this engagement, but that there would still be an expanded IS review. Kelly then provided an overall engagement estimate of hours and a new proposed rate, to which I responded that we would need the full informal proposal in order to discuss specific rates and contract amounts. Kelly provided the overall projected number of hours, as well as the range of early work hours needed. |
| Dennis Gibbons, Auditor V | 04/11/2025 05:12 PM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Bill provided me the FY24/25 ISBI informal proposal via Suralink and notified me by email. | ||
| Lisa Warden, Auditor V | 04/12/2025 07:44 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | email & Suralink | Partner submitted informal proposal for the FY25 financial and Single audit and compliance examination of Southern Illinois University | |
| Quentin Kuntzman, Auditor V | 04/14/2025 07:39 AM | Amy Sherwood, Principal, Sikich CPA LLC | No | Email/Suralink:
qkuntzman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | I provided Amy copies of the final, signed FY24/25 Lottery Contracts. | ||
| Christian Cortes, Auditor IV | 04/14/2025 07:45 AM | Amy Shewood, Principal, Sikich CPA LLC | No | Meredith Angel, Director, Sikich CPA LLC | Email and Suralink:
ccortes-at-auditor.illinois.gov amy.sherwood-at-sikich.com meredith.angel-at-sikich.com | N/A | I sent Amy and Meredith, via Suralink and notified them via email, the signed contract amendment for the FY23/24 Department of Insurance Compliance Examination. |
| Stephanie Wildhaber, Auditor V | 04/14/2025 11:21 AM | Elda Arriola, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Elda Arriola: Earriola-at-rothcocpa.com | N/A | I sent Ms. Arriola the Phase I and Phase II contracts for the FY24/25 compliance examination of the Department of Public Health for her signature. |
| Stephanie Wildhaber, Auditor V | 04/14/2025 11:41 AM | Elda Arriola, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Elda Arriola: earriola-at-rothcocpa.com | N/A | Ms. Arriola sent me the signed contracts for the FY24/25 Compliance Examination of the Department of Public Health. |
| Stephanie Wildhaber, Auditor V | 04/15/2025 08:30 AM | Elda Arriola, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Elda Arriola: earriola-at-rothcocpa.com | N/A | I sent Ms. Arriola the signed contracts for the FY24/25 Compliance Examination of the State Board of Elections. |
| Christian Cortes, Auditor IV | 04/15/2025 08:49 AM | Epifanio Sadural, Partner, Roth & Co | No | N/A | E-mail:
ccortes-at-auditor.illinois.gov esadural-at-rothcocpa.com | N/A | I sent Epifanio the Welcome Letter and associated attachments for the FY24/25 Deaf and Hard of Hearing Commission compliance engagement. |
| Christian Cortes, Auditor IV | 04/15/2025 08:49 AM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | E-mail:
ccortes-at-auditor.illinois.gov ppelletier-at-bpc-cpa.com | N/A | I sent Paul the Welcome Letter and associated attachments for the FY24/25 Legislative Reference Bureau compliance engagement. |
| Andrea Alderman, Auditor IV | 04/15/2025 09:33 AM | Ana Ausan, Partner, Adelfia LLC | No | N/A | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | I emailed Ana updates needing to be made to the Schedule 1 and Schedule 2 for the FY24/25 Compliance Examination for GAC. |
| Jose Roa, Auditor V | 04/15/2025 10:02 AM | Epifanio Sadural, Partner, Roth & Co., LLP | No | N/A | Email Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Firm provided contracting materials for the FY24/25 Illinois Workers' Compensation Commission Compliance Examination. |
| Emily Berger, Auditor III | 04/15/2025 03:15 PM | Maria Balita, Partner, Maharlika PLLC | No | email:
Emily Berger eberger-at-auditor.illinois.gov Maria Balita mfbalita-at-maharlikacpa.com | N/A | I requested Maria provide an updated timetable for us to process a 2nd Amendment for the FY23/24 Department on Aging compliance examination. | |
| Dennis Gibbons, Auditor V | 04/15/2025 03:42 PM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I sent Bill the ISBI contracts via Suralink and notified him via email. | ||
| Emily Berger, Auditor III | 04/16/2025 09:23 AM | Maria Balita, Partner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | email
Emily Berger eberger-at-auditor.illinois.gov Maria Balita mfbalita-at-maharlikacpa.com Karen Montejo kmmontejo-at-maharlikacpa.com | Maria provided an updated timetable for us to process a 2nd Amendment for the FY23/24 Department on Aging compliance examination. She asked me to let her know if the timelines are okay to schedule an exit conference. She copied Karen in case she would be out of the office. | |
| Emily Berger, Auditor III | 04/16/2025 10:43 AM | Maria Balita, Partner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | email
Emily Berger eberger-at-auditor.illinois.gov Maria Balita mfbalita-at-maharlikacpa.com Karen Montejo kmmontejo-at-maharlikacpa.com | I responded to Maria that I would work on the 2nd Amendment for the Department on Aging FY23/24 compliance examination for the updates to the timetable. I also reminded her that while the timetable has a date for the exit conference to be held, this is not set in stone so it cannot be scheduled until after the draft report has been transmitted to the Department. | |
| Lisa Warden, Auditor V | 04/16/2025 01:53 PM | Stella Santos, Managing Partner, Adelfia | No | Stella 1-708-369-xxxx
Lisa 1-217-370-xxxx | 34 minutes | Negotiated terms of the contracts for the FY24/25 examination of the General Assembly. | |
| Lisa Warden, Auditor V | 04/16/2025 02:37 PM | Stella Santos, Managing Partner, Adelfia | No | Ana Ausan, Partner, Adelfia | SBSantos - at - adelfiacpas.com
ARAusan - at - adelfiacpas.com LWarden - at - auditor.illinois.gov | Stella submitted revised contracting documents per our conversation today for the FY24/25 examination of General Assembly. | |
| Lisa Warden, Auditor V | 04/16/2025 03:38 PM | Stella Santos, Managing Partner, Adelfia | No | Ana Ausan, Partner, Adelfia | SBSantos - at - adelfiacpas.com
ARAusan - at - adelfiacpas.com LWarden - at - auditor.illinois.gov | I accepted revisions on proposal for the FY24/25 examination of the General Assembly. | |
| Stacie Sherman, Auditor V | 04/17/2025 09:27 AM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | christine.torres-at-crowe.com
brandon.reed-at-crowe.com ssherman-at-auditor.illinois.gov | I sent Christine and Brandon the 2025 welcome letter for the Office of the Treasurer - FY25 financial audits of the Illinois Funds and College Savings Program and the FY24/25 compliance examination of the Nonfiscal Officer Responsibilities. | |
| Emily Berger, Auditor III | 04/17/2025 10:30 AM | Maria Balita, Partner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | Suralink & email
Emily Berger eberger-at-auditor.illinois.gov Maria Balita mfbalita-at-maharlikacpa.com Karen Montejo kmmontejo-at-maharlikacpa.com | N/A | I provided the 2nd Amendment for Department on Aging's FY23/24 compliance examination to Maria and Karen via Suralink File Sharing and asked for them to complete the required fields, digitally sign, and provide back to me today via Suralink File Sharing. |
| Emily Berger, Auditor III | 04/17/2025 01:36 PM | Maria Balita, Partner, Maharlika PLLC | No | Karen Montejo, Manager, Maharlika PLLC | Suralink & email
Emily Berger eberger-at-auditor.illinois.gov Maria Balita mfbalita-at-maharlikacpa.com Karen Montejo kmmontejo-at-maharlikacpa.com | N/A | Maria provided the signed 2nd Amendment for FY23/24 Department on Aging compliance examination via Suralink file sharing. She then emailed me to confirm I received it. I responded I had received it and would get it processed and send her the final signed Amendment once able. |
| Andrea Alderman, Auditor IV | 04/17/2025 02:52 PM | Jennifer Roan, Partner, Adelfia LLC | No | Ana Ausan, Partner, Adelfia LLC | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com jsroan-at-adelfiacpas.com | N/A | Jennifer provided the updated files as requested for the FY24/25 Compliance Examination for GAC. |
| Stacie Sherman, Auditor V | 04/18/2025 10:17 AM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I emailed Steven to ask questions about Plante's proposal for the FY25 financial audit, single audit and compliance examination of Western Illinois University. | ||
| Stephanie Wildhaber, Auditor V | 04/18/2025 12:02 PM | Elda Arriola, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Elda Arriola: earriola-at-rothcocpa.com | N/A | I sent Ms. Arriola the signed contracts for the FY24/25 compliance examination of the Illinois Department of Public Health. |
| Emily Berger, Auditor III | 04/18/2025 12:38 PM | Maria Balita, Owner, Maharlika PLLC | No | N/A | Suralink File Sharing | N/A | I provided Maria the signed 2nd Amendment for FY23/24 Department on Aging compliance examination for their firms records via Suralink file sharing. |
| Lisa Warden, Auditor V | 04/20/2025 07:13 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | Requested additional information for the firm's proposal for the FY25 audit of Southern Illinois University. | ||
| Andrea Alderman, Auditor IV | 04/21/2025 08:30 AM | Ana Ausan, Partner, Adelfia LLC | No | Jennifer Roan, Partner, Adelfia LLC
Stella Santos, Partner, Adelfia LLC | Email/Suralink:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com | N/A | I sent the FY24/25 GAC contract for review and signature. |
| Andrea Alderman, Auditor IV | 04/21/2025 08:53 AM | Stella Santos, Partner, Adelfia LLC | No | Jennifer Roan, Partner, Adelfia LLC
Ana Ausan, Partner, Adelfia LLC | Email/Sharefile:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com | N/A | Stella provided the FY24/25 GAC contracts signed by the firm. |
| Lisa Warden, Auditor V | 04/21/2025 09:27 AM | Jennifer Roan, Partner, Adelfia | No | JSRoan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov | OAG manager requested more information for the firm's informal proposal for the FY24/25 examination of the Office of the Lieutenant Governor. | ||
| Lisa Warden, Auditor V | 04/21/2025 09:38 AM | Jennifer Roan, Partner, Adelfia | No | JSRoan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov | Firm submitted proposed Phase II timetable for the FY24/25 examination of the Office of the Lieutenant Governor. | ||
| Lisa Warden, Auditor V | 04/21/2025 11:57 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | Followed up on previous request for more information for the proposal for the FY25 audit of Southern Illinois University. | ||
| Stephanie Wildhaber, Auditor V | 04/21/2025 12:17 PM | Epifanio Sadural, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Epifanio Sadural: ESadural-at-rothcocpa.com | N/A | I emailed Mr. Sadural a question regarding the hours proposed for the FY24/25 Compliance Examination of the Illinois Board of Higher Education. |
| Andrea Alderman, Auditor IV | 04/21/2025 12:56 PM | Stella Santos, Partner, Adelfia LLC | No | Jennifer Roan, Partner, Adelfia LLC
Ana Ausan, Partner, Adelfia LLC | Email/Suralink:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com jsroan-at-adelfiacpas.com sbsantos-at-adelfiacpas.com | N/A | I sent the final, signed FY24/25 GAC contracts. Stella confirmed receipt. |
| Lisa Warden, Auditor V | 04/21/2025 01:46 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - -at - auditor.illinois.gov | OAG manager requested additional information for the FY25 Southern Illinois University audit proposal. | ||
| Lisa Warden, Auditor V | 04/21/2025 01:51 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | Partner provided requested information re: their informal proposal for the FY25 Southern Illinois University audit. | ||
| Lisa Warden, Auditor V | 04/21/2025 02:11 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop - at - plantemoran.com
lwarden - at - auditor.illinois.gov | Requested additional information for the FY25 audit proposal for Southern Illinois University. | ||
| Lisa Warden, Auditor V | 04/21/2025 02:15 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | Partner provided requested information for the informal proposal for the FY25 audit of Southern Illinois University. | ||
| Lisa Warden, Auditor V | 04/21/2025 03:20 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop - at - plantemoran.com
lwarden - at - auditor.illinois.gov | Requested additional information for the firm's informal proposal for the FY25 audit of Southern Illinois University. | ||
| Stephanie Wildhaber, Auditor V | 04/21/2025 03:20 PM | Epifanio Sadural, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Epifanio Sadural: esadural-at-rothcocpa.com | N/A | Mr. Sadural provided revised proposed hours for the FY24/25 compliance examination of the Illinois Board of Higher Education. |
| Lisa Warden, Auditor V | 04/21/2025 04:33 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | Partner sent additional information requested for the proposal for the FY25 audit of SIU. | ||
| Lisa Warden, Auditor V | 04/21/2025 05:27 PM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | Accepted partner's proposal for the FY25 audit of SIU. | ||
| Stacie Sherman, Auditor V | 04/22/2025 12:19 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | Steven sent me an updated TIN form and reasoning for increased hours proposed for the FY25 financial audit, single audit and compliance examination of Western Illinois University. | ||
| Jim Dahlquist, Senior Administrative Manager | 04/22/2025 12:37 PM | Melissa Van Fossen, National Sales Manager, Becker | No | Shaida Hong, National Sales Manager, Becker | Email: Jim Dahlquist: jdahlquist-at-auditor.illinois.gov
Melissa VanFossen: Melissa.VanFossen-at-becker.com Shaida Hong: Shaida.Hong-at-becker.com | N/A | I requested the individual subscription rate for our next renewal year. |
| Jim Dahlquist, Senior Administrative Manager | 04/22/2025 01:35 PM | Shaida Hong | No | N/A | Email: Jim Dahlquist: jdahlquist-at-auditor.illinois.gov
Shaida Hong: shaida.hong-at-becker.com | N/A | Shaida Hong provided renewal cost information and documents to complete when renewing our next annual subscription. |
| Lisa Warden, Auditor V | 04/22/2025 03:21 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | OAG manager proposed revised timetables for the Supreme Court examination for the two years ending June 30, 2025 and asked for additional information on proposed staff. | ||
| Lisa Warden, Auditor V | 04/22/2025 03:21 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - auditor.illinois.gov | OAG manager proposed alternative timetable dates and requested additional information for the informal proposal for the FY24/25 examination of the Office of Governor. | ||
| Lisa Warden, Auditor V | 04/22/2025 03:21 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | OAG proposed different timetable dates and requested additional information for the firm's proposal for the FY24/25 examination of the Office of the Lieutenant Governor. | ||
| Lisa Warden, Auditor V | 04/22/2025 03:21 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Requested additional information for the FY24/25 examination of the Supreme Court. | ||
| Dennis Gibbons, Auditor V | 04/22/2025 04:47 PM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Bill sent me the signed FY25 ISBI contracts over Suralink and notified me via email. | ||
| Lisa Warden, Auditor V | 04/22/2025 04:48 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner submitted requested information for the FY24/25 Supreme Court informal proposal. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:19 PM | Jennifer Roan, Partner, Adelfia | No | JSRoan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov | OAG manager proposed revised Phase 2 timetable dates for the FY24/25 Office of the Governor examination. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:19 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner agreed to proposed amended timetable for the FY24/25 examination of the Office of the Governor. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:29 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner submitted additional information for the FY24/25 Office of the Governor proposal. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:38 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner submitted requested additional information for the FY24/25 Office of the Lieutenant Governor proposal. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:39 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner submitted requested additional information for their proposal for the FY24/25 examination of the Supreme Court. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:43 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner submitted revised partner's certification for the FY24/25 examination of the Illinois Courts Commission. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:45 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | OAG manager sent revised contracting forms to partner for Offices of the Governor, Lieutenant Governor and Supreme Court. | ||
| Lisa Warden, Auditor V | 04/22/2025 05:51 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner agreed to the proposed revisions with one change for the informal proposals for the FY24/25 examinations of the Offices of the Governor, Lieutenant Governor, and Supreme Court. | ||
| Lisa Warden, Auditor V | 04/22/2025 06:19 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | OAG manager proposed changes to the contract timetable for the FY24/25 Office of the Lieutenant Governor examination. | ||
| Lisa Warden, Auditor V | 04/22/2025 07:20 PM | Jennifer Roan, Partner, Adelfia | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | Partner agreed to proposed timetable changes for the FY24/25 examination of the Office of the Lieutenant Governor. | ||
| Stephanie Wildhaber, Auditor V | 04/23/2025 09:06 AM | Maria Balita, Owner, Maharlika PLLC | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Maria Balita: mfbalita-at-maharlikacpa.com | N/A | I contacted Ms. Balita and asked a question about the breakdown of total hours between Phase I and Phase II for the contracts of the FY24/25 compliance examination of the Illinois Department of Labor. |
| Stacie Sherman, Auditor V | 04/23/2025 12:35 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | Steven sent back the signed contracts for the FY25 financial audit, single audit, and compliance examination of Western Illinois University. | ||
| Stephanie Wildhaber, Auditor V | 04/23/2025 01:49 PM | Stella Santos, Managing Partner, Adelfia | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | I sent Ms. Santos the contracts for the FY24/25 compliance examination of the Illinois Emergency Management Agency - Office of Homeland Security for her signature. |
| Stephanie Wildhaber, Auditor V | 04/23/2025 02:10 PM | Stella Santos, Managing Partner, Adelfia | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | Ms. Santos sent me the signed contracts for the FY24/25 compliance examination of the Illinois Emergency Management Agency - Office of Homeland Security. |
| Stephanie Wildhaber, Auditor V | 04/23/2025 02:16 PM | Epifanio Sadural, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Epifanio Sadural: esadural-at-rothcocpa.com | N/A | I sent Mr. Sadural the contracts for the FY24/25 compliance examination of the Board of Higher Education for his signature. |
| Stephanie Wildhaber, Auditor V | 04/23/2025 03:00 PM | Epifanio Sadural, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Epifanio Sadural: esadural-at-rothcocpa.com | N/A | Mr. Sadural sent me the signed contracts for the FY24/25 compliance examination of the Illinois Board of Higher Education. |
| Stacie Sherman, Auditor V | 04/24/2025 04:03 PM | 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 FY25 financial audit, single audit and compliance examination of Western Illinois University. | ||
| Stephanie Wildhaber, Auditor V | 04/25/2025 09:43 AM | Epifanio Sadural, Partner, Roth & Co. | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Epifanio Sadural: esadural-at-rothcocpa.com | N/A | I sent Mr. Sadural the signed contracts for the FY24/25 compliance examination for the Board of Higher Education. |
| Kenneth Matthews, Auditor IV | 04/25/2025 10:22 AM | Kelly Kirkman, Partner, RSM US LLP | No | Crystal Bruns, Project Manager, RSM US LLP
Paige Morgano, Manager, RSM US LLP Jen Katz, Partner, RSM US LLP | Email + Suralink
Kelly: kelly.kirkman-at-rsmus.com Crystal: crystal.bruns-at-rsmus.com Paige: paige.morgano-at-rsmus.com Jen: jen.katz-at-rsmus.com Kenny: kjmatthews-at-auditor.illinois.gov | I sent the FY25 DHS Compliance Examination welcome letter packet via Suralink. I followed this up with an email to inform RSM that I had done so and request the informal proposal be turned in by a certain date. | |
| Stephanie Wildhaber, Auditor V | 04/25/2025 10:46 AM | Stella Santos, Managing Partner, Adelfia | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Stella Santos: sbsantos-at-adelfiacpas.com | N/A | I sent Ms. Santos the signed contracts for the FY24/25 compliance examination of the Illinois Emergency Management - Office of Homeland Security. |