April 2026
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 |
|
Stacie Sherman, Auditor V |
04/01/2026 12:53 PM |
Michael Lawler, Partner, West & Co. |
No |
mlawler-at-westcpa.com |
I sent Mike the contracts, for the FY25/26 compliance examination of the Illinois Racing Board, for his signature. |
||
|
Reddy Bommareddi, Information Specialist V |
04/01/2026 12:55 PM |
Jojo Sadural, Partner, Roth |
No |
None |
Email: esadural-at-rothcocpa.com; rbommareddi-at-auditor.illinois.gov |
N/A |
I have uploaded the Office of Comptroller FY26 compliance signed contracts of Fiscal and Non-Fiscal for firm files. |
|
Quentin Kuntzman, Auditor V |
04/01/2026 01:49 PM |
Kevin Rogers, Manager, CliftonLarsonAllen LLP |
No |
Mandy Merchant, Principal, CliftonLarsonAllen LLP |
Email: |
N/A - Email and response |
Kevin replied to my 3/25/26 email with my questions/comments from my review of the firm's proposal documents provided for the FY25/26 Illinois Housing Development Authority Engagement, and noted he and Mandy will work on making the necessary revisions and provide updated documents after the revisions are made. I thanked Kevin for the update, and added that I will also need an updated Schedule 2 - Professional Staff Data Sheet and DHR form after the firm renews their DHR Public Contracts Number as it is currently set to expire on 4/5/26; I explained we will not be able to execute a contract until the firm has renewed their DHR number and the aforementioned forms reflect the new DHR expiration date. |
|
Lisa Warden, Auditor V |
04/01/2026 02:28 PM |
Jennifer Roan, Partner, Adelfia LLC |
No |
J Roan 312-804-xxxx |
1 hour, 10 minutes |
Negotiated all details of the contracts for the FY25/26 compliance examination of the Department of Corrections. |
|
|
Stacie Sherman, Auditor V |
04/01/2026 02:55 PM |
Heather Powell, Partner, Forvis Mazars |
No |
heather.m.powell-at-us.forvismazars.com
|
I sent Heather questions regarding the proposal documents for the FY26 financial audit, single audit, and compliance examination of Illinois State University. Specifically, I needed clarification on the timelines. I also requested a signed Taxpayer Identification Form and the firm's latest peer review report. |
||
|
Lisa Warden, Auditor V |
04/01/2026 03:57 PM |
Jennifer Roan, Partner, Adelfia LLC |
No |
JSRoan - at -
adelfiacpas.com |
n/a - email |
Partner sent revised informal proposal worksheet reflecting the changes we negotiated earlier in the day for the FY25/26 examination of the Department of Corrections. Partner also confirmed in writing their considerations regarding changes at DOC for the current engagement period and their conclusion that the negotiated audit hours are sufficient. |
|
|
Courtney Dzierwa, Deputy Auditor General |
04/01/2026 04:21 PM |
Courtney Dzierwa, Director, Office of the Auditor General |
No |
Marites Sy, Partner, Galleros Robinson Certified Public Accountants, LLP |
Phone - |
2 minutes |
Discussed results of RFP 26-14. Let Marites know the OAG had selected Galleros Robinson's proposal in response to the OAG competitive process for RFP 26-14. I told her I would email her the letter from the AG and the memo outlining the winning proposal later today. The award notices should also be posted to our website later tomorrow or Friday. Let Marites know the managers would be in contact in the coming weeks to start discussions regarding the contracting process. Let Marites know if she has any questions throughout the process, I am always available. Thanked the firm for their continued interest in our program. |
|
Courtney Dzierwa, Deputy Auditor General |
04/01/2026 04:28 PM |
Courtney Dzierwa, Director, Office of the Auditor General |
No |
Aaron Donnelly, Partner, Roth & Co |
Phone - |
2 minutes |
Discussed results of RFP 26-15. Let Aaron know the OAG had selected Roth & Co's proposal in response to the OAG competitive process for RFP 26-15. I told him I would email him the letter from the AG and the memo outlining the winning proposal later today. The award notices should also be posted to our website later tomorrow or Friday. Let Aaron know the managers would be in contact in the coming weeks to start discussions regarding the contracting process. Let Aaron know if he has any questions throughout the process, I am always available. Thanked the firm for their continued interest in our program. |
|
Stacie Sherman, Auditor V |
04/01/2026 04:46 PM |
Heather Powell, Partner, Forvis Mazars |
No |
heather.m.powell-at-us.forvismazars.com
|
Heather sent me the Forvis' peer review report and acceptance letter, signed TIN form and updated Phase II timetables for the FY26 financial audit, single audit, and compliance examination of Illinois State University. |
||
|
Jose Roa, Auditor V |
04/01/2026 05:06 PM |
Christine Torres, Partner, Crowe LLP |
No |
Colleen Graham, Executive Assistant, Crowe LLP |
Email and Suralink: Colleen colleen.graham-at-crowe.com Christine Christine.Torres-at-Crowe.com José jroa-at-auditor.illinois.gov |
N/A |
Firm provided contracting material for the Illinois Student Assistance Commission FY26 financial audits, compliance examination, and agreed upon procedures. |
|
Emily Rivalland, Auditor IV |
04/02/2026 08:40 AM |
Epifanio Sadural, Partner, Roth & Co., LLP |
No |
Email: esadural-at-rothcocpa.com; erivalland-at-auditor.illinois.gov |
I sent Epifanio an edited timeline for the ICF FY26 engagement for his approval. |
||
|
Stacie Sherman, Auditor V |
04/02/2026 09:48 AM |
Christine Torres, Partner, Crowe |
No |
Brandon Reed, Partner, Crowe |
christine.torres-at-crowe.com
|
Christine sent back the signed amendment for the FY24/25 compliance examination of the Office of the Treasurer - Nonfiscal Officer Responsibilities. |
|
|
Emily Rivalland, Auditor IV |
04/02/2026 10:30 AM |
Epifanio Sadural, Partner, Roth & Co., LLP |
No |
Email: esadural-at-rothcocpa.com; erivalland-at-auditor.illinois.gov |
Epifanio confirmed the timeline adjustment for the ICF FY26 audit. |
||
|
Reddy Bommareddi, Information Specialist V |
04/02/2026 01:41 PM |
Dan Sethness, Partner, RSM |
No |
None |
Email: dan.sethness-at-rsmus.com; rbommareddi-at-auditor.illinois.gov |
|
I have uploaded the University of Illinois revised contracts of financial, compliance, and single audit for the year ending June 30, 2026 for RSM signatures. |
|
Stacie Sherman, Auditor V |
04/02/2026 01:50 PM |
Heather Powell, Partner, Forvis Mazars |
No |
heather.m.powell-at-us.forvismazars.com
|
I sent Heather the contracts for the FY26 financial audit, single audit and State compliance examination of Illinois State University for her signature. |
||
|
Lisa Warden, Auditor V |
04/02/2026 02:26 PM |
Stella Santos, Managing Partner, Adelfia |
No |
Jennifer Roan, Partner, Adelfia |
sbsantos - at -
adelfiacpas.com |
n/a -email |
Sent contracts to firm for signature for the FY56/26 examination of the Department of Corrections. |
|
Reddy Bommareddi, Information Specialist V |
04/03/2026 10:02 AM |
Jennifer Roan, Adelfia, Partner |
No |
None |
Email: jsroan-at-adelfiacpas.com; rbommareddi-at-auditor.illinois.gov |
N/A |
I have uploaded the FY26 compliance examination contracts of the Capital Development Board to Jennifer for firm signatures. |
|
Reddy Bommareddi, Information Specialist V |
04/03/2026 10:23 AM |
Dan Sethness, Partner, RSM |
No |
None |
Email: dan.sethness-at-rsmus.com; rbommareddi-at-auditor.illinois.gov |
N/A |
Dan has uploaded the University of Illinois revised contracts of financial, compliance, and single audit for the year ending June 30, 2026 with RSM signatures. |
|
Stacie Sherman, Auditor V |
04/03/2026 11:02 AM |
Christine Torres, Partner, Crowe |
No |
Christine.torres-at-crowe.com
|
I sent Christine the final signed amendment for the FY24/25 compliance examination of the Office of the Treasurer - Nonfiscal Officer Responsibilities. |
||
|
Stacie Sherman, Auditor V |
04/03/2026 12:21 PM |
Heather Powell, Partner, Forvis Mazars |
No |
heather.m.powell-at-forvismazars.com
|
Heather sent back the signed contracts for the FY26 financial audit, single audit and State compliance examination of Illinois State University. |
||
|
Kenneth Matthews, Auditor IV |
04/03/2026 01:26 PM |
Ryan Randolph, Director, Sikich CPA LLC |
No |
Email |
Email received and response sent within 20 minutes |
Ryan emailed to ask about the early work hours budgeted for the FY26 CMS engagements. He proposed his early work hours and rate. He also asked if he could reduce the early work hours. I responded to let him know that I would discuss internally and get back to him. |
|
|
Christian Cortes, Auditor IV |
04/03/2026 02:48 PM |
Epifanio Sadural, Partner, Roth & Co |
No |
N/A |
Email and Suralink: |
Email and Suralink |
Epifanio provided the informal proposal for the FY25/26 compliance examination of the Illinois Department of Natural Resources via email and Suralink. |
|
Stacie Sherman, Auditor V |
04/06/2026 07:04 AM |
Michael Lawler, Partner, West & Co. |
No |
mlawler-at-westcpa.com |
Mike sent me the signed contracts for the FY25/26 compliance examination of the Illinois Racing Board. |
||
|
Quentin Kuntzman, Auditor V |
04/06/2026 09:09 AM |
Amy Sherwood, Principal, Sikich CPA LLC |
No |
N/A |
Email/Suralink: |
N/A |
Amy submitted the firm's informal proposal documents for the FY26 Financial Audit of the State Lottery Fund. |
|
Lisa Warden, Auditor V |
04/06/2026 09:26 AM |
Meredith Angel, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Meredith.Angel - at -
sikich.com |
n/a - email |
Firm submitted informal proposal for the FY25/26 examination of the Office of the Attorney General. |
|
Christian Cortes, Auditor IV |
04/06/2026 09:27 AM |
Meredith Angel, Director, Sikich CPA LLC |
No |
Amanda Neeley, Manager, Sikich CPA LLC |
E-mail and Suralink: |
Email and Suralink |
Meredith provided the informal proposal for the FY25/26 compliance examination of the Illinois Department of Insurance via email and Suralink. |
|
Lisa Warden, Auditor V |
04/06/2026 09:27 AM |
Danielle Caldwell, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Danielle.Caldwell - at -
sikich.com |
N/A - email |
Firm submitted their informal proposal for the FY25/26 examination of the Illinois State Board of Education. |
|
Jose Roa, Auditor V |
04/06/2026 10:41 AM |
Kelly Kirkman, Partner, RSM US LLP |
No |
N/A |
Email and Suralink: Kelly Kelly.Kirkman-at-rsmus.com José jroa-at-auditor.illinois.gov |
N/A |
Firm sent contracting material for the Northern Illinois University FY26 financial audit, single audit, and compliance examination. |
|
Stephanie Wildhaber, Auditor V |
04/06/2026 11:05 AM |
Elda Arriola, Partner, Roth & Co. |
No |
Suralink: |
I sent Elda the Phase I and Phase II contracts for the FY25/26 State Compliance Examination of the Department of Children and Family Services and asked her to sign and return both contracts. |
||
|
Stephanie Wildhaber, Auditor V |
04/06/2026 11:10 AM |
Stella Santos, Managing Partner, Adelfia |
No |
Gilda Priebe, Partner, Adelfia |
Suralink: |
I sent the Phase I and Phase II contracts for the FY25/26 State Compliance Examination of the Illinois State Police for signature. I asked her to sign and return the contracts. |
|
|
Stephanie Wildhaber, Auditor V |
04/06/2026 12:08 PM |
Stella Santos, Managing Partner, Adelfia |
No |
Email: |
Stella sent me the signed contracts for the FY25/26 State Compliance Examination of the Illinois State Police. |
||
|
Stacie Sherman, Auditor V |
04/06/2026 01:39 PM |
Elda Arriola, Partner, Roth & Co. |
No |
Earriola-at-rothcocpa.com |
Elda sent me the proposal documents for the FY25/26 compliance examination of the Illinois Department of Revenue. |
||
|
Emily Rivalland, Auditor IV |
04/06/2026 01:48 PM |
Ryan Randolph, Director, Sikich |
No |
Email: Ryan.Randolph-at-sikich.com, erivalland-at-auditor.illinois.gov; Suralink |
Ryan sent me contracting documents for the Department of Veterans' Affairs compliance examination. |
||
|
Kenneth Matthews, Auditor IV |
04/06/2026 02:49 PM |
Ryan Randolph, Director, Sikich CPA LLC |
No |
Email |
Email sent and response received within two hours |
I emailed Ryan to let him know that the reduced early work budget was approved for the FY26 CMS engagements. He responded to say thanks and that he had submitted the informal proposal via Suralink. |
|
|
Stacie Sherman, Auditor V |
04/06/2026 02:54 PM |
Heather Powell, Partner, Forvis Mazars |
No |
Heather.m.powell-at-forvismazars.com
|
I sent Heather the contracts for the FY26 financial audit and census examination of the Teachers' Retirement System for her signature. |
||
|
Stephanie Wildhaber, Auditor V |
04/06/2026 02:54 PM |
Ryan Randolph, Director, Sikich |
No |
Suralink: |
I received the proposal documents from Sikich for the performance of the FY25/26 State Compliance Examination of the Department of Commerce and Economic Development. |
||
|
Stephanie Wildhaber, Auditor V |
04/06/2026 02:56 PM |
Elda Arriola, Partner, Roth & Co. |
No |
Suralink: |
Elda sent me the signed Phase I and Phase II contracts for the FY25/26 State Compliance Examination of the Department of Children and Family Services. |
||
|
Reddy Bommareddi, Information Specialist V |
04/06/2026 03:39 PM |
Dan Sethness, Partner, RSM |
No |
None |
Email: dan.sethness-at-rsmus.com; rbommareddi-at-auditor.illinois.gov |
N/A |
I have uploaded the University of Illinois signed contracts of financial, compliance, and single audit for the year ending June 30, 2026 for RSM files. |
|
Reddy Bommareddi, Information Specialist V |
04/06/2026 04:16 PM |
Jennifer Roan, Adelfia, Partner |
No |
None |
Emai: jsroan-at-adelfiacpas.com; rbommareddi-at-auditor.illinois.gov |
|
Jennifer emailed me requesting to resend the Phase II contract of the Capital Development Board, compliance examination for the two years ending June 30, 2026 as the firm was unable to sign it due to technical difficulties. I have resent them the Phase II contract for firm signatures. Subsequently, Jennifer emailed me the both Phase I and II signed contracts. |
|
Reddy Bommareddi, Information Specialist V |
04/06/2026 04:35 PM |
Darlene Dizon, Senior Manager, Roth |
No |
Aaron Donnelly, Partner, Roth |
Email: ddizon-at-rothcpa.com; adonnelly-at-rothcpa.com; rbommareddi-at-auditor.illinois.gov |
|
Darlene/Aaron emailed me the informal proposal documents for FY26 financial, compliance and single audit of Chicago State University. Based on my review, the proposed hours and rates were above the budgeted rates, so I made a counteroffer requesting to resend the informal proposal with updated rate/hours. |
|
Christian Cortes, Auditor IV |
04/06/2026 05:25 PM |
Gilda Priebe, Partner, Adelfia LLC |
No |
Stella Santos, Managing Partner, Adelfia LLC |
Email and Suralink: |
Email and Suralink |
Gilda provided the informal proposal for the FY25/26 compliance examination for the Illinois Department of Transportation via email and Suralink. |
|
Lisa Warden, Auditor V |
04/06/2026 05:36 PM |
Jennifer Roan, Partner, Adelfia |
No |
Jennifer Roan 312-804-xxxx |
15 minutes |
Partner said she just realized a new provision was omitted from schedule 3 of the Dept of Corrections FY25/26 examination contracts. I will discuss with my office whether these contracts can be corrected or amendments need to be prepared. |
|
|
Stephanie Wildhaber, Auditor V |
04/06/2026 11:56 PM |
Stella Santos, Managing Partner, Adelfia |
No |
Suralink: |
I received the signed Phase I and Phase II contracts for the performance of the FY25/26 State Compliance Examination of the Illinois State Police. |
||
|
Stacie Sherman, Auditor V |
04/07/2026 08:12 AM |
Heather Powell, Partner, Forvis Mazars |
No |
heather.m.powell-at-us.forvismazars.com
|
I sent Heather the FY26 contracts for the financial audit and census examination of the Teachers' Retirement System for her signature. |
||
|
Stacie Sherman, Auditor V |
04/07/2026 09:13 AM |
Heather |
No |
heather.m.powell-at-us.forvismazars.com
|
Heather sent back the signed FY26 contracts for the financial audit and census examination of the Teachers' Retirement System. |
||
|
Megan Green, Statewide Single Audit Manager |
04/07/2026 09:16 AM |
Cathy Baumann, Partner, KPMG |
No |
N/A |
Phone: |
Approximately 15 minutes |
We discussed early work and timetable for the FY26 Statewide Single Audit. |
|
Quentin Kuntzman, Auditor V |
04/07/2026 10:18 AM |
Kevin Rogers, Manager, CliftonLarsonAllen LLP |
No |
Mandy Merchant, Principal, CliftonLarsonAllen LLP |
Email: |
N/A - 3 emails over 2 hours |
Kevin provided revised contracting proposal documents for the FY26 Illinois Housing Development Authority Engagement, including revised phase II timetables and support for the firm's DHR contracting number renewal. I thanked Kevin for the updated documents and proposed a few additional edits to the phase II timetable for the State Compliance Examination to better conform to allowable timelines per the Auditor General's Administrative Rules regarding exit conferences and obtaining written responses to any findings noted. Kevin agreed to the proposed revisions and supplied a revised phase II engagement timetable incorporating the changes. |
|
Quentin Kuntzman, Auditor V |
04/07/2026 11:02 AM |
Amy Sherwood, Principal, Sikich CPA LLC |
No |
N/A |
Email/Suralink: |
N/A Email and response within 2 hours |
I sent Amy the draft Phase I and Phase II contract for the FY26 Financial Audit of the State Lottery Fund for review and signature. Amy reviewed and returned the draft contracts with her signature. |
|
Lisa Warden, Auditor V |
04/07/2026 11:30 AM |
Jennifer Roan, Partner, Adelfia |
No |
Jennifer Roan 312-804-xxxx |
17 minutes |
I notified the partner that the additional provision discussed is being added to Schedule 3 of the Phase I and Phase II contracts for the FY24/25 examination of the Dept of Corrections. I expect to send those revised contracts to the firm later today for their approval. |
|
|
Reddy Bommareddi, Information Specialist V |
04/07/2026 11:48 AM |
Darlene Dizon, Senior Manager, Roth |
No |
Aaron Donnelly, Partner, Roth |
Email: ddizon-at-rothcocpa.com; adonnelly-at-rothcocpa.com; rbommareddi-at-auditor.illinois.gov |
|
Roth has agreed to the revised hours and rate to conduct the financial audit, compliance examination and single audit of Chicago State University for the year ending June 30, 2026. Darlene provided me with updated informal proposal documents. |
|
Reddy Bommareddi, Information Specialist V |
04/07/2026 03:00 PM |
Darlene Dizon, Senior Manager, Roth |
No |
Aaron Donnelly, Partner, Roth |
Email: ddizon-at-rothcocpa.com; adonnelly-at-rothcocpa.com; rbommareddi-at-auditor.illinois.gov |
|
I have uploaded the Chicago State University's Phase I and II contracts of financial, compliance, and single audit for the year ending June 30, 2026 for Roth signatures. Roth signed the contracts and emailed those back to me. |
|
Reddy Bommareddi, Information Specialist V |
04/07/2026 04:35 PM |
Jennifer Roan, Adelfia, Partner |
No |
None |
Email: jsroan-at-adelfiacpas.com; rbommareddi-at-auditor.illinois.gov |
|
I have uploaded the Phase I and II contracts of the Capital Development Board compliance examination for the two years ending June 30, 2026 for firm files. |
|
Jose Roa, Auditor V |
04/08/2026 08:52 AM |
Kelly Kirkman, Partner, RSM US LLP |
No |
N/A |
Email and Suralink: Kelly Kelly.Kirkman-at-rsmus.com José jroa-at-auditor.illinois.gov |
N/A |
Sent FY26 contracts to Firm for review and signature for the Northern Illinois University FY26 financial audit, single audit, and compliance examination. |
|
Quentin Kuntzman, Auditor V |
04/08/2026 09:58 AM |
Mandy Merchant, Principal, CliftonLarsonAllen LLP |
No |
Kevin Rogers, Manager, CliftonLarsonAllen LLP |
Email/Suralink: |
N/A |
I sent Mandy and Kevin the draft Phase I and Phase II contracts for the FY26 Illinois Hounding Development Authority Engagement for their review and signature. |
|
Quentin Kuntzman, Auditor V |
04/08/2026 10:35 AM |
Kevin Rogers, Manager, CliftonLarsonAllen LLP |
No |
N/A |
Phone: |
5 minutes |
Kevin called to ask about the Office of the Auditor General's expectations regarding responsibilities in producing electronic reports in compliance with the electronic ADA accessibility reporting requirements referred to in Schedule 3 of the FY26 IHDA draft contracts. He was specifically asking if this was expected to be the responsibility of the firm or management (auditee). I provided some background on the OAG's reasoning for including the language in Schedule 3 -- to allow firms to follow their own internal processes they've developed to meet the requirements rather than the OAG imposing a specific process/requirement on the firms. I let Kevin know that I'd discuss his/the firm's specific question with OAG management and would follow back up with more information. |
|
Stacie Sherman, Auditor V |
04/08/2026 11:28 AM |
Christine Torres, Partner, Crowe |
No |
Brandon Reed, Partner, Crowe |
christine.torres-at-crowe.com
|
I sent Christine the Welcome Letter for the FY26 financial audits of the Office of the Treasurer College Savings Program and the Illinois Funds. |
|
|
Stacie Sherman, Auditor V |
04/08/2026 11:50 AM |
Michael Lawler, Partner, West & Co. |
No |
mlawler-at-westcpa.com |
I sent Mike the final signed contracts for the FY25/26 compliance examination of the Illinois Racing Board for his records. |
||
|
Stacie Sherman, Auditor V |
04/08/2026 11:55 AM |
Heather Powell, Partner, Forvis Mazars |
No |
heather.m.powell-at-us.forvismazars.com
|
I sent Heather the final contracts for the FY26 financial audit and census examination of Illinois State University for her records. |
||
|
Kenneth Matthews, Auditor IV |
04/08/2026 02:39 PM |
Ryan Randolph, Director, Sikich CPA LLC |
No |
Email |
Email sent and response received within 2 hours |
Upon reviewing the FY26 CMS informal proposal, I reached out to ask Ryan about the total hours budgeted and the hour allocation. Ryan responded with to answer my questions and provided an updated informal proposal letter with the new total hours. |
|
|
Kenneth Matthews, Auditor IV |
04/08/2026 02:41 PM |
Maria Balita, Partner, Maharlika CPA |
No |
Email |
Email sent and response received within 1 hour |
I emailed to ask if Maria had any questions or concerns with providing the informal proposal for the FY26 Department on Aging compliance examination. Maria responded by providing the informal proposal documents. |
|
|
Quentin Kuntzman, Auditor V |
04/08/2026 02:44 PM |
Kevin Rogers, Manager, CliftonLarsonAllen LLP |
No |
Many Merchant, Principal,
CliftonLarsonAllen LLP |
Email: |
N/A Email and response over 2 hours |
I provided Kevin additional information regarding the OAG's position regarding viewpoints on who is to be considered the responsible party for meeting the ADA accessibility reporting reporting requirements referred to in Schedule 3 of the draft FY26 contracts, and then asked if the firm had any remaining questions or concerns related to this topic and if there was anything specific the firm is further seeking before signing the draft FY26 contracts. Kevin replied and thanked me for the additional information. Kevin added that the firm is still working internally to finalize their approach in meeting the new requirements, and the additional detail I provided will be helpful in guiding their discussions. He let me know he'd be in touch if there was anything further they wished to discuss regarding the draft contracts. |
|
Stephanie Wildhaber, Auditor V |
04/08/2026 03:20 PM |
Elda Arriola, Partner, Roth & Co. |
No |
Suralink: |
I sent Elda the finalized signed phase I and phase II contracts for the FY25/26 State Compliance Examination for the Department of Children and Family Services. |
||
|
Stephanie Wildhaber, Auditor V |
04/08/2026 03:28 PM |
Stella Santos, Managing Partner, Adelfia |
No |
Gilda Priebe, Partner, Adelfia |
Suralink: |
I sent the signed Phase I and Phase II contracts for the FY25/26 State Compliance Examination of the Illinois State Police to Adelfia for their records. |
|
|
Stacie Sherman, Auditor V |
04/08/2026 03:46 PM |
Heather Powell, Partner, Forvis Mazars |
No |
Heather.m.powell-at-us.forvismazars.com
|
I sent Heather the final signed contracts for the FY26 financial audit and census examination of the Teachers' Retirement System. |
||
|
Jose Roa, Auditor V |
04/08/2026 04:15 PM |
Kelly Kirkman, Partner, RSM US LLP |
No |
N/A |
Email and Suralink: Kelly Kelly.Kirkman-at-rsmus.com José jroa-at-auditor.illinois.gov |
N/A |
Sent fully signed FY26 contracts to Firm for the Northern Illinois University FY26 financial audit, single audit, and compliance examination. |
|
Reddy Bommareddi, Information Specialist V |
04/08/2026 04:33 PM |
Darlene Dizon, Senior Manager, Roth |
No |
Aaron Donnelly, Partner, Roth |
Email: ddizon-at-rothcocpa.com; adonnelly-at-rothcocpa.com; rbommareddi-at-auditor.illinois.gov |
N/A |
I have uploaded the signed Phase I and II contracts of financial, compliance exam and single audit of Chicago State University for the year ending June 30, 2026 for firm files. |
|
Quentin Kuntzman, Auditor V |
04/09/2026 07:39 AM |
Amy Sherwood, Principal, Sikich CPA LLC |
No |
N/A |
Email/Suralink: |
N/A |
I sent Amy the final, signed contracts for the FY26 Financial Audit of the State Lottery Fund for the firm's records. |
|
Stephanie Wildhaber, Auditor V |
04/09/2026 03:11 PM |
Stella Santos, Managing Partner, Adelfia |
No |
Suralink: |
I sent the Phase I and Phase II contracts of the FY25/26 State Compliance Examination of the Department of Juvenile Justice to Stella for signature. |
||
|
Jim Dahlquist, Senior Administrative Manager |
04/09/2026 03:52 PM |
Shaida Hong, National Sales Manager, Becker |
No |
Melissa Van Fossen, National Sales Manager, Becker |
Email: Jim Dahlquist:
jdahlquist-at-auditor.illinois.gov |
N/A |
I requested subscription information for the upcoming fiscal year. |
|
Jim Dahlquist, Senior Administrative Manager |
04/09/2026 04:05 PM |
Jim Dahlquist, Senior Administrative Manager |
No |
Shaida Hong, National Sales Manager, Becker |
Email: Jim Dahlquist:
jdahlquist-at-auditor.illinois.gov |
N/A |
Shaida Hong provided renewal cost information and documents to complete when renewing our next annual subscription. |
|
Stephanie Wildhaber, Auditor V |
04/09/2026 09:53 PM |
Stella Santos, Managing Partner, Adelfia |
No |
Email: |
Ms. Santos sent me the signed contracts for the FY25/26 Compliance Examination of the Department of Juvenile Justice. |
||
|
Jim Dahlquist, Senior Administrative Manager |
04/10/2026 11:56 AM |
Jim Dahlquist, Senior Administrative Manager |
No |
Shaida Hong, National Sales Manager, Becker |
Email: Jim Dahlquist:
jdahlquist-at-auditor.illinois.gov |
N/A |
Shaida Hong emailed me a response to a question I emailed her 30 minutes earlier regarding the individual subscription rate for our next renewal year. |
|
Quentin Kuntzman, Auditor V |
04/13/2026 07:51 AM |
Mandy Merchant, Principal, CliftonLarsonAllen LLP |
No |
Kevin Rogers, Manager, CliftonLarsonAllen LLP |
Email: |
N/A - Emails over 3 hours |
I followed up with Mandy and Kevin regarding their review and signing of the FY26 IHDA draft contracts emphasizing the scheduled effective for Phase I being 4/15/26 and the need to receive the signed contracts back from the firm in order to execute them in a timely manner. Kevin responded back and stated the effective date will need to be pushed back as the firm is still deliberating their approach to the new ADA reporting requirements. I replied to Kevin acknowledging I understood and informed him we'll will pause contracting efforts with the firm until the firm has concluded their internal discussions on the ADA reporting requirements topic. |
|
Stacie Sherman, Auditor V |
04/13/2026 08:58 AM |
Elda Arriola, Partner, Roth & Co. |
No |
earriola-at-rothcocpa.com |
I sent Elda the approved contracts for the FY25/26 compliance examination of the Illinois Department of Revenue for her signature. |
||
|
Stacie Sherman, Auditor V |
04/13/2026 09:43 AM |
Elda Arriola, Partner, Roth & Co. |
No |
earriola-at-rothcocpa.com |
Elda let me know that the contracts for the FY25/26 State compliance examination of the Illinois Department of Revenue had the incorrect firm address. |
||
|
Stacie Sherman, Auditor V |
04/13/2026 01:01 PM |
Elda Arriola, Partner, Roth & Co. |
No |
earriola-at-rothcocpa.com |
I sent Elda the updated contracts with correct firm address for the FY25/26 compliance examination of the Illinois Department of Revenue for her signature. |
||
|
Stacie Sherman, Auditor V |
04/13/2026 01:15 PM |
Elda Arriola, Partner, Roth & Co. |
No |
earriola-at-rothcocpa.com |
Elda sent back the signed contracts for the FY25/26 compliance examination of the Illinois Department of Revenue. |
||
|
Stacie Sherman, Auditor V |
04/13/2026 03:28 PM |
Elda Arriola, Partner, Roth & Co. |
No |
earriola-at-rothcocpa.com |
I sent Elda the final signed contracts for the FY25/26 compliance examination of the Illinois Department of Revenue. |
||
|
Stephanie Wildhaber, Auditor V |
04/14/2026 09:56 AM |
Stella Santos, Managing Partner, Adelfia |
No |
Suralink: |
I sent the signed contracts for the FY25/26 Compliance Examination of the Department of Juvenile Justice to Stella for her records. |
||
|
Christian Cortes, Auditor IV |
04/14/2026 04:25 PM |
Meredith Angel, Director, Sikich CPA LLC |
No |
Amanda Neeley, Manager, Sikich CPA LLC |
Email: |
N/A - email |
I requested changes to the engagement timetable for the FY25/26 compliance examination of the Department of Insurance. |
|
Emily Rivalland, Auditor IV |
04/14/2026 04:30 PM |
Ryan Randolph, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Email: ryan.randolph-at-sikich.com, amy.sherwood-at-sikich.com, erivalland-at-auditor.illinois.gov |
Emailed Ryan that his hours and rates were approved and I would be preparing contracts for signature. |
|
|
Christian Cortes, Auditor IV |
04/14/2026 04:57 PM |
Meredith Angel, Director, Sikich CPA LLC |
No |
Amanda Neeley, Manager, Sikich CPA LLC |
email: |
N/A - Email |
Meredith agreed to the proposed changes to the timetable for the FY25/26 compliance examination of the Department of Insurance. |
|
Christian Cortes, Auditor IV |
04/15/2026 10:20 AM |
Ana Ausan, Partner, Adelfia LLC |
No |
N/A |
E-mail and Suralink: |
email and suralink |
Ana provided the informal proposal for the FY25/26 compliance examination of the Illinoi Department of Financial and Professional Regulation via email and Suralink. |
|
Jose Roa, Auditor V |
04/15/2026 10:49 AM |
Ana Ausan, Partner, Adelfia LLC |
No |
N/A |
Email: Ana arausan-at-adelfiacpas.com José jroa-at-auditor.illinois.gov |
N/A |
Agreed on hours and rate with Firm for the Governors State University FY26 financial audit, single audit, and compliance examination with an Expanded Information System Review. |
|
Jose Roa, Auditor V |
04/15/2026 01:01 PM |
Ana Ausan, Partner, Adelfia LLC |
No |
N/A |
Email and Suralink: Ana arausan-at-adelfiacpas.com José jroa-at-auditor.illinois.gov |
N/A |
Firm provided contracting material for the Governors State University FY26 financial audit, single audit, and compliance examination with an Expanded Information System Review. |
|
Erica Oliver, Auditor III |
04/15/2026 01:20 PM |
Elda Arriola, Partner, Roth & Co |
No |
phone: 312-235-4702 |
5 minutes |
Confirmed with Firm that they are interested and independent to perform the FY25/26 IPA Compliance Examinations. We also discussed OAG process and expectations. |
|
|
Emily Rivalland, Auditor IV |
04/15/2026 03:13 PM |
Marites Sy, Partner, Galleros Robinson |
No |
Email: msy-at-gallerosrobinson.com, erivalland-at-auditor.illinois.gov |
Emailed the welcome letter for the FY26 compliance examination for LETSB to Marites. |
||
|
Emily Rivalland, Auditor IV |
04/15/2026 04:52 PM |
Ryan Randolph, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Email: ryan.randolph-at-sikich.com, amy.sherwood-at-sikich.com, erivalland-at-auditor.illinois.gov |
Emailed Ryan an edited phase I timetable for the FY26 DVA examination. |
|
|
Emily Rivalland, Auditor IV |
04/15/2026 04:54 PM |
Ryan Randolph, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Email: ryan.randolph-at-sikich.com, amy.sherwood-at-sikich.com, erivalland-at-auditor.illinois.gov |
Ryan confirmed that the adjusted start dates were acceptable for the FY26 DVA examination. |
|
|
Christian Cortes, Auditor IV |
04/16/2026 02:51 PM |
Gilda Priebe, Partner, Adelfia LLC |
No |
Stella Santos, Managing Partner, Adelfia LLC |
Email: |
N/A - Email |
I requested a correction on the engagement timetable for the FY25/26 compliance examination of the Department of Transportation. |
|
Christian Cortes, Auditor IV |
04/16/2026 02:56 PM |
Gilda Priebe, Partner, Adelfia LLC |
No |
Stella Santos, Managing Partner, Adelfia LLC |
E-mail: |
N/A - Email |
Gilda provided a revised engagement timetable for the FY25/26 compliance examination of the Department of Transportation. |
|
Emily Rivalland, Auditor IV |
04/16/2026 03:23 PM |
Leilani Rodrigo, Partner, Galleros Robinson |
No |
Marites Sy, Partner, Galleros Robinson |
Email: lrodrigo-at-gallerosrobinson.com, msy-at-gallerosrobinson.com, erivalland-at-auditor.illinois.gov; Suralink |
Leilani sent me the contracting documents for the FY26 LETSB engagement via Suralink. |
|
|
Stephanie Wildhaber, Auditor V |
04/16/2026 04:11 PM |
Ryan Randolph, Director, Sikich |
No |
Suralink: |
I sent Ryan the Phase I and Phase II contracts for Department of Commerce and Economic Opportunity. I asked him to sign both and return to me. |
||
|
Emily Rivalland, Auditor IV |
04/17/2026 08:47 AM |
Epifanio Sadural, Partner, Roth & Co., LLP |
No |
Email: esadural-at-rothcocpa.com, erivalland-at-auditor.illinois.gov; Suralink |
Emailed Epifanio the contracts for FY26 ICF financial audit for his signature and review via Suralink. |
||
|
Emily Rivalland, Auditor IV |
04/17/2026 09:45 AM |
Epifanio Sadural, Partner, Roth & Co., LLP |
No |
Email: esadural-at-rothcocpa.com, erivalland-at-auditor.illinois.gov; Suralink |
Epifanio sent me the signed contracts for the FY26 ICF financial audit via Suralink. |
||
|
Jose Roa, Auditor V |
04/17/2026 09:51 AM |
Christine Torres, Partner, Crowe LLP |
No |
N/A |
Email and Suralink: Christine Christine.Torres-at-Crowe.com José jroa-at-auditor.illinois.gov |
N/A |
Firm provided updated contract forms for the Illinois Student Assistance Commission FY26 financial audits, compliance examination, and agreed upon procedures. |
|
Christian Cortes, Auditor IV |
04/17/2026 12:21 PM |
Meredith Angel, Director, Sikich CPA LLC |
No |
Amanda Neeley, Manager, Sikich CPA LLC |
Email and Suralink: |
email and Suralink |
I provided Meredith the contracts for the FY25/26 compliance examination of the Department of Insurance for her review and signature via Suralink and email notification. |
|
Christian Cortes, Auditor IV |
04/17/2026 12:46 PM |
Meredith Angel, Director, Sikich CPA LLC |
No |
N/A |
Email and Suralink: |
N/A - Email |
Meredith provided me with the signed contracts for the FY25/26 compliance examination of the Department of Insurance. |
|
Christian Cortes, Auditor IV |
04/17/2026 02:25 PM |
Epifanio Sadural, Partner, Roth & Co |
No |
N/A |
E-mail: |
N/A - email |
I requested changes to the engagement timetable for the FY25/26 compliance examination of the Department of Natural Resources. |
|
Christian Cortes, Auditor IV |
04/17/2026 03:26 PM |
Epifanio Sadural, Partner, Roth & Co |
No |
N/A |
E-mail: |
N/A - email |
Epifanio agreed to proposed changes to the timetable for the FY25/26 compliance examination of the Department of Natural Resources. |
|
Quentin Kuntzman, Auditor V |
04/20/2026 07:55 AM |
Adam Pulley, Principal, CliftonLarsonAllen LLP |
No |
Kevin Rogers, Manager, CliftonLarsonAllen LLP |
Email: |
N/A - Email and response over 2 hours |
Adam reached out to inform me he was notified that the new ADA reporting requirements effective date was pushed back a year, and asked, given this information, if the clause in Schedule 3 of the FY26 draft contracts could be removed. If so, he state the firm would be happy to sign the contracts. I replied to Adam thanking him for sharing this update and informed him I communicated this information to OAG management and would follow up after receiving further guidance. |
|
Stacie Sherman, Auditor V |
04/20/2026 11:53 AM |
Christine Torres, Partner, Crowe |
No |
Brandon Reed, Partner, Crowe |
christine.torres-at-crowe.com
|
I sent a follow up email to check on the status of the proposals for the FY26 financial audits of the Office of the Treasurer - College Savings Program and Illinois Funds. |
|
|
Christian Cortes, Auditor IV |
04/20/2026 03:17 PM |
Gilda Priebe, Partner, Adelfia LLC |
No |
Stalla Santos, Managing Partner, Adelfia LLC |
Email and Suralink: |
Email and Suralink |
I provided Gilda the contracts for the FY25/26 compliance examination of the Department of Transportation for her review and signature via Suralink and email notification. |
|
Christian Cortes, Auditor IV |
04/20/2026 04:00 PM |
Ana Ausan, Partner, Adelfia LLC |
No |
Jennifer Roan, Partner, Adelfia |
E-mail: |
N/A - Email |
I requested a correction to the Informal Proposal Worksheet and changed on the proposed timeline for the FY25/26 compliance examination of the Department of Financial and Professional Regulation. |
|
Christian Cortes, Auditor IV |
04/20/2026 04:17 PM |
Jennifer Roan, Partner, Adelfia LLC |
No |
Ana Ausan, Partner, Adelfia LLC |
E-mail: |
N/A - email |
Jennifer provided me with a revised Informal Proposal worksheet and agreed to proposed changes to the timetable for the FY25/26 compliance examination of the Department of Financial and Professional Regulation. |
|
Jose Roa, Auditor V |
04/21/2026 08:17 AM |
Ana Ausan, Partner, Adelfia LLC |
No |
Stella M. Santos, Managing Partner, Adelfia LLC |
Email and Suralink: Stella sbsantos-at-adelfiacpas.com Ana arausan-at-adelfiacpas.com José jroa-at-auditor.illinois.gov |
N/A |
Provided FY26 contracts to Firm for review and signature for the Governors State University FY26 financial audit, single audit, and compliance examination with an Expanded Information System Review. |
|
Emily Rivalland, Auditor IV |
04/21/2026 09:20 AM |
Ryan Randolph, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Email: ryan.randolph-at-sikich.com, amy.sherwood-at-sikich.com, erivalland-at-auditor.illinois.gov; Suralink |
I sent Ryan the FY26 DVA contracting documents for signature. |
|
|
Christian Cortes, Auditor IV |
04/21/2026 01:15 PM |
Stella Santos, Managing Partner, Adelfia LLC |
No |
Gilda Priebe, Partner, Adelfia LLC |
E-mail and Suralink: |
Email and Suralink |
I provided Stella revised contracts for the FY25/26 compliance examination of the Department of Transportation for her review and signature via Suralink and email notification. |
|
Christian Cortes, Auditor IV |
04/21/2026 01:38 PM |
Stella Santos, Managing Partner, Adelfia LLC |
No |
Gilda Priebe, Partner, Adelfia LLC |
E-mail: |
Email and Suralink |
Stella provided me with the signed contracts for the FY25/26 compliance examination of the Department of Transportation. |
|
Christian Cortes, Auditor IV |
04/21/2026 02:50 PM |
Meredith Angel, Director, Sikich CPA LLC |
No |
Amanda Neeley, Manager, Sikich CPA LLC |
Suralink: |
Suralink |
I provided Meredith with the signed contracts for the FY25/26 compliance examination of the Department of Insurance via Suralink. |
|
Stephanie Wildhaber, Auditor V |
04/21/2026 03:00 PM |
Ryan Randolph, Director, Sikich |
No |
Suralink: |
I sent Ryan the signed Phase I and Phase II contracts for the FY25/26 State Compliance Examination of the Department of Commerce and Economic Opportunity. |
||
|
Jose Roa, Auditor V |
04/21/2026 03:23 PM |
Ana Ausan, Partner, Adelfia LLC |
No |
N/A |
Email and Suralink: Ana arausan-at-adelfiacpas.com José jroa-at-auditor.illinois.gov |
N/A |
Provided fully executed FY26 contracts to Firm for the Governors State University FY26 financial audit, single audit, and compliance examination with an Expanded Information System Review. |
|
Megan Green, Statewide Single Audit Manager |
04/21/2026 03:24 PM |
Cathy Baumann, Partner, KPMG |
No |
Jason Rosheisen, Managing Director, KPMG |
Email |
N/A |
I discussed contracting for the FY26 Statewide Single Audit engagement and amending the contract for the FY25 Statewide Single Audit engagement. |
|
Jose Roa, Auditor V |
04/22/2026 08:05 AM |
Christine Torres, Partner, Crowe LLP |
No |
N/A |
Email and Suralink: Christine Christine.Torres-at-Crowe.com José jroa-at-auditor.illinois.gov |
N/A |
Provided FY26 contracts to Firm for review and signatures for the Illinois Student Assistance Commission FY26 financial audits, compliance examination, and agreed upon procedures. |
|
Emily Rivalland, Auditor IV |
04/22/2026 08:42 AM |
Epifanio Sadural, Partner, Roth & Co., LLP |
No |
Email: esadural-at-rothcocpa.com, erivalland-at-auditor.illinois.gov; Suralink |
Sent Epifanio the final signed contracts for the FY26 ICF financial audit. |
||
|
Emily Rivalland, Auditor IV |
04/22/2026 08:54 AM |
Ryan Randolph, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Email: ryan.randolph-at-sikich.com, amy.sherwood-at-sikich.com, erivalland-at-auditor.illinois.gov; Suralink |
Sent Ryan the revised FY26 DVA contracts for signature. |
|
|
Christian Cortes, Auditor IV |
04/22/2026 11:46 AM |
Stella Santos, Managing Partner, Adelfia LLC |
No |
Ana Ausan, Partner, Adelfia
LLC |
Email and Suralink: |
Email and suralink |
I provided Stella the contracts for the FY25/26 compliance examination of the Department of Financial and Professional Regulation for her review and signature via Suralink and email notification. |
|
Christian Cortes, Auditor IV |
04/22/2026 12:05 PM |
Epifanio Sadural, Partner, Roth & Co |
No |
N/A |
E-mail and Suralink: |
Email and Suralink |
I provided Epifanio the contracts for the FY25/26 compliance examination of the Department of Natural Resources for his review and signature via Suralink and email notification. |
|
Christian Cortes, Auditor IV |
04/22/2026 12:08 PM |
Stella Santos, Managing Partner, Adelfia LLC |
No |
Ana Ausan, Partner, Adelfia
LLC |
E-mail and Suralink: |
email and Suralink |
Stella provided me with the signed contracts for the FY25/26 compliance examination of the Department of Financial and Professional Regulation. |
|
Christian Cortes, Auditor IV |
04/22/2026 01:04 PM |
Epifanio Sadural, Partner, Roth & Co |
No |
N/A |
E-mail and Suralink: |
Email and Suralink |
Epifanio provided me with the signed contracts for the FY25/26 compliance examination of the Department of Natural Resources. |
|
Erica Oliver, Auditor III |
04/22/2026 02:14 PM |
Michael Lawler, Partner, West & Co |
No |
phone |
2 minutes |
Confirmed with Firm that they are interested and independent to perform the FY25/26 OSAD & OSAAP Compliance Examinations. Discussed OAG process and expectations. |
|
|
Lisa Warden, Auditor V |
04/22/2026 04:05 PM |
Amy Sherwood, Partner, Sikich |
No |
Amy 1-217-862-1728 |
1 hour |
Negotiated contracts for the FY25/26 examinations of the Office of the Attorney General and Illinois State Board of Education. |
|
|
Lisa Warden, Auditor V |
04/22/2026 05:32 PM |
Amy Sherwood, Partner, Sikich |
No |
Amy.Sherwood - at -
sikich.com |
n/a - email |
Asked for changes to the proposed hours by auditor class for the FY25/26 examination of the State Board of Education. |
|
|
Lisa Warden, Auditor V |
04/22/2026 05:39 PM |
Amy Sherwood, Partner, Sikich |
No |
Amy.Sherwood - at -
sikich.com |
n/a - email |
Partner proposed revised hours by auditor class for the FY25/26 examination of the State Board of Education. |
|
|
Lisa Warden, Auditor V |
04/22/2026 05:48 PM |
Amy Sherwood, Partner, Sikich |
No |
Danielle Caldwell, Director, Sikich |
Amy Amy.Sherwood - at -
sikich.com |
n/a - email |
Partner submitted revised hours by area for the FY25/26 examination of the State Board of Education. |
|
Lisa Warden, Auditor V |
04/22/2026 06:19 PM |
Amy Sherwood, Partner, Sikich |
No |
Danielle Caldwell,
Director, Sikich |
Amy.Sherwood - at -
sikich.com |
n/a - email |
Agreed to firm's proposed changes to the hours by class of auditor and by audit area for the State Board of Education. Sent the revised timetables agreed upon in earlier negotiations with one change for the State Board of Education and Office of the Attorney General FY25/26 examinations. |
|
Lisa Warden, Auditor V |
04/22/2026 06:45 PM |
Amy Sherwood, Partner, Sikich |
No |
Danielle Caldwell,
Director, Sikich |
Amy.Sherwood - at -
Sikich.com |
n/a - email |
Partner agreed to proposed terms for the FY25/26 examinations of the Office of the Attorney General and State Board of Education. |
|
Emily Rivalland, Auditor IV |
04/23/2026 09:04 AM |
Ryan Randolph, Director, Sikich |
No |
Amy Sherwood, Partner, Sikich |
Email: ryan.randolph-at-sikich.com, amy.sherwood-at-sikich.com, erivalland-at-auditor.illinois.gov; Suralink |
I sent Ryan the signed contracts for the FY26 DVA engagement. |
|
|
Erica Oliver, Auditor III |
04/23/2026 10:17 AM |
Elda Arriola, Partner, Roth & Co |
No |
email: earriola- at -rothcocpa.com |
3 minutes |
OAG Manager sent the welcome letter files to the partner, including the Generally Applicable Mandates, Master Mandate Report and Turnaround Document for the compliance FY26 examinations of the IPA. |
|
|
Emily Rivalland, Auditor IV |
04/23/2026 10:26 AM |
Leilani Rodrigo, Partner, Galleros Robinson |
No |
Email: Lrodrigo-at-gallerosrobinson.com, erivalland-at-auditor.illinois.gov; Suralink |
I sent Leilani the FY26 LETSB engagement contracts for her review and signature. |
||
|
Erica Oliver, Auditor III |
04/23/2026 11:29 AM |
Jennifer Roan, Partner, Adelfia, LLC |
No |
Email: jsroan- at -adelfiacpas.com |
3 minutes |
OAG Manager sent the welcome letter files, including the Generally Applicable Mandates, Master Mandate Report and Turnaround Document for the interim compliance FY26 examinations of the ISF & DSF. |
|
|
Christian Cortes, Auditor IV |
04/23/2026 12:53 PM |
Stella Santos, Managing Partner, Adelfia LLC |
No |
Gilda Priebe, Partner, Adelfia LLC |
Suralink: |
Suralink |
I provided Stella with the signed contracts for the FY25/26 compliance examination of the Department of Transportation via Suralink. |
|
Christian Cortes, Auditor IV |
04/23/2026 12:54 PM |
Epifanio Sadural, Partner, Roth & Co |
No |
N/A |
Suralink: |
Suralink |
I provided Epifanio with the signed contracts for the FY25/26 compliance examination of the Department of Natural Resources via Suralink. |
|
Christian Cortes, Auditor IV |
04/23/2026 12:57 PM |
Ana Ausan, Partner, Adelfia LLC |
No |
Stella Santos, Managing
Partner, Adelfia LLC |
Suralink: |
Suralink |
I provided Ana with the signed contracts for the FY25/26 compliance examination of the Department of Financial and Professional Regulation via Suralink. |
|
Erica Oliver, Auditor III |
04/23/2026 02:09 PM |
Jennifer Roan, Partner, Adelfia, LLC |
No |
phone |
2 minutes |
Confirmed with Firm that they are interested and independent to perform the FY25/26 DSF & ISF Compliance Interim Examinations. Discussed OAG process and expectations. |
|
|
Erica Oliver, Auditor III |
04/23/2026 11:02 PM |
Michael Lawler, Partner, West & Co |
No |
|
2 minutes |
OAG Manager sent the welcome letter for the FY26 examinations of the OSAD & OSAAP. |
|
|
Lisa Warden, Auditor V |
04/24/2026 11:13 AM |
Stella Santos, Partner, Adelfia LLC |
No |
Ana Ausan, Partner, Adelfia LLC |
Stella sbsantos - at -
adelfiacpas.com |
n/a - email |
Emailed firm regarding proposed amended timetable dates for the FY24/25 examination of the General Assembly. |
|
Lisa Warden, Auditor V |
04/24/2026 11:42 AM |
Stella Santos, Partner, Adelfia LLC |
No |
Ana Ausan, Partner, Adelfia LLC |
Stella sbsantos - at -
adelfiacpas.com |
n/a - email |
Partner sent counterproposal for timetable amendment for the FY24/25 examination of the General Assembly. |
|
Lisa Warden, Auditor V |
04/24/2026 11:49 AM |
Stella Santos, Partner, Adelfia LLC |
No |
Stella 1-708-369-xxxx |
25 minutes |
Negotiated amended timetable for the FY24/25 examination of the General Assembly. |
|
|
Stacie Sherman, Auditor V |
04/27/2026 12:00 AM |
Christine Torres, Partner, Crowe |
No |
christine.torres-at-crowe.com
|
I sent questions to Christine regarding the informal proposal documents she provided for the FY26 financial audits of the Office of the Treasurer, Illinois Funds and College Savings Program. |
||
|
Stacie Sherman, Auditor V |
04/27/2026 11:26 AM |
Christine Torres, Partner, Crowe |
No |
christine.torres-at-crowe.com
|
Christine sent informal proposal documents for the FY26 financial audits of the Office of the Treasurer, Illinois Funds and College Savings Program. |
||
|
Stacie Sherman, Auditor V |
04/27/2026 12:01 PM |
Christine Torres, Partner, Crowe |
No |
christine.torres-at-crowe.com
|
Christine sent informal proposal documents for the FY26 financial audits of the Office of the Treasurer, Illinois Funds and College Savings Program. |
||
|
Stacie Sherman, Auditor V |
04/27/2026 01:21 PM |
Christine Torres, Partner, Crowe |
No |
christine.torres-at-crowe.com
|
Christine sent informal proposal documents for the FY26 financial audits of the Office of the Treasurer, Illinois Funds and College Savings Program. |
||
|
Emily Rivalland, Auditor IV |
04/27/2026 02:13 PM |
Leilani Rodrigo, Partner, Galleros Robinson |
No |
Email: lrodrigo-at-gallerosrobinson.com, erivalland-at-auditor.illinois.gov; Suralink |
I sent Leilani the final signed contracts for the FY26 LETSB engagement. |
||
|
Jose Roa, Auditor V |
04/28/2026 04:04 PM |
Christine Torres, Partner, Crowe LLP |
No |
N/A |
Email and Suralink: Christine Christine.Torres-at- Crowe.com José jroa-at-auditor.illinois.gov |
N/A |
Provided fully signed FY26 contracts to Firm for the Illinois Student Assistance Commission FY26 financial audits, compliance examination, and agreed upon procedures. |
|
Emily Rivalland, Auditor IV |
04/29/2026 09:20 AM |
Brain Greko, Partner, Plante & Moran |
No |
Brian Hale, Partner, Plante & Moran |
Email: Brian.Greko-at-plantemoran.com, Brian.Hale-at-plantemoran.com, erivalland-at-auditor.illinois.gov; Suralink |
Brian Greko sent me the FY26 EIU contract proposal documents via Suralink. |
|
|
Emily Rivalland, Auditor IV |
04/29/2026 10:00 AM |
Brain Greko, Partner, Plante & Moran |
No |
Brian Hale, Partner, Plante & Moran |
Email: brian.greko-at-plantemoran.com, brian.hale-at-plantemoran.com, erivalland-at-auditor.illinois.gov |
I sent Brian Greko a revised timetable for the FY26 EIU Single Audit for his approval. He accepted the revised timetable. |
|
|
Andrea Alderman, Auditor IV |
04/29/2026 10:15 AM |
Ana Ausan, Partner, Adelfia LLC |
No |
N/A |
Email: |
N/A |
Ana provided proposed amended dates for the FY24/25 GAC compliance examination. |
|
Jose Roa, Auditor V |
04/29/2026 10:40 AM |
Brian Greko, Partner, Plante Moran PLLC |
No |
N/A |
Email and Suralink: Brian Brian.Greko- at -plantemoran.com José jroa-at-auditor.illinois.gov |
N/A |
Form provided contracting material for the Northeastern Illinois University FY26 financial audit, single audit, and compliance examination with and Expanded Information System Review. |
|
Emily Rivalland, Auditor IV |
04/29/2026 10:50 AM |
Brain Greko, Partner, Plante & Moran |
No |
Brian Hale, Partner, Plante & Moran |
Email: brian.greko-at-plantemoran.com, brian.hale-at-plantemoran.com, erivalland-at-auditor.illinois.gov |
I approved the proposed rate and hours for the FY26 EIU financial audit, compliance examination, and single audit. |
|
|
Megan Green, Statewide Single Audit Manager |
04/30/2026 08:30 AM |
Cathy Baumann, Partner, KPMG |
No |
None |
Phone Call |
approximately 10 minutes |
Cathy and I discussed the contract amendment and progress billings for the FY25 Statewide Single Audit. |
|
Megan Green, Statewide Single Audit Manager |
04/30/2026 01:16 PM |
Cathy Baumann, Partner, KPMG |
No |
None. |
Email |
N/A |
I sent a contract amendment for the FY25 Statewide Single Audit to Cathy for her signature. |
|
Megan Green, Statewide Single Audit Manager |
04/30/2026 01:25 PM |
Cathy Baumann, Partner, KPMG |
No |
None |
Email |
N/A |
Cathy provided me with the signed contract amendment for the FY25 Statewide Single Audit. |
|
Jose Roa, Auditor V |
04/30/2026 03:55 PM |
Brian Greko, Partner, Plante Moran PLLC |
No |
N/A |
Email and Suralink: Brian Brian.Greko-at-plantemoran.com José jroa-at-auditor.illinois.gov |
N/A |
Provided FY26 contracts to the Firm for review and signature for the Northeastern Illinois University FY26 financial audit, single audit, and compliance examination with and Expanded Information System Review. |