February 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. |
|---|---|---|---|---|---|---|---|
| Reddy Bommareddi, Information Specialist V | 02/03/2025 10:36 AM | Jojo Sadural, Partner, Roth &Co., LLP | No | None | Email: Jojo: esadural-at-rothcocpa.com, Reddy: rbommareddi-at-auditor.illinois.gov | I have emailed Jojo to send me the updated timetable to amend the Phase II State compliance examination contract of the Law Enforcement Training and Standards Board for the two years ended June 30, 2024. Jojo emailed me back Schedule 1 with updated timeline. | |
| Courtney Dzierwa, Audit Director | 02/04/2025 09:44 AM | Courtney Dzierwa, Director, Office of the Auditor General | No | Stella Marie Santos, Principal, Adelfia LLC | Phone -
Dzierwa - 217-524-5450 Santos - 708-369-6401 | 2 minutes | Discussed results of RFPs 25-6 and 25-7. Let Stella know the OAG had selected Adelfia LLC's proposals in response to the OAG competitive RFP process. I told her I would email her the letters from the AG and the memo outlining the winning proposal later this morning. The award notices should also be posted to our website later today. Let her know the managers would be in contact later this spring to start discussions regarding the contracting process. Lastly, if she has any questions throughout the process, I am always available. Thanked the firm for their continued interest in our program. |
| Jeanne Michaud, Auditor V | 02/04/2025 10:27 AM | Leilani Rodrigo, Partner, Galleros, Robinson, Certified Public Accountants, LLP | No | N/A | Phone: Leilani 312-479-XXX and Jeanne 815-274-XXXX | 2 minutes | Discussed results of RFPs 25-2 to 25-6. I let Leilani know that her firm was selected in response to the OAG competitive RFP process. and that we would be in contact with her later this Spring for contracting and who the managers were for the respective audits. |
| Reddy Bommareddi, Information Specialist V | 02/05/2025 09:22 AM | Meredith Angel, Director, Sikich CPA LLC | No | None | Email: Meredith: meredith.angel-at-sikich.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have emailed Meredith to send me updated timeline to amend the Phase II contract of the Office of Comptroller - Nonfiscal Officer compliance examination for the two years ended June 30, 2024. Meredith emailed me back the updated Sch 1 with timeline to complete the engagement. | |
| Reddy Bommareddi, Information Specialist V | 02/05/2025 03:02 PM | Jojo Sadural, Partner, Roth &Co., LLP | No | None | Suralink: Jojo: esadural-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded via Suralink to Jojo for his review and signature the amended contract of the Law Enforcement Training and Standards Board for the two years ended June 30, 2024. Jojo uploaded the signed contract back to me. | |
| Reddy Bommareddi, Information Specialist V | 02/06/2025 08:52 AM | Amy Sherwood, Principal, Sikich | No | Meredith Angel, Director, Sikich | Email: Amy: amy.sherwood-at-sikich.com, Meredith: meredith.angel-at-sikich.com, Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded via Suralink to Amy for her review and signature the amended contract of the Office of Comptroller- Nonfiscal Officer for the two years ended June 30, 2024. Amy uploaded the signed contract back to me. | |
| Evan Johnson, Auditor IV | 02/06/2025 04:00 PM | Ana R. Ausan | No | Webex | 5 minutes | I asked Ana to provide updated report dates for the contract amendment for the Department of Financial and Professional Regulation audit. | |
| Jose Roa, Auditor V | 02/10/2025 10:10 AM | Christine Torres, Partner, Crowe LLP | No | N/A | Email
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Firm provided revised dates for phase II contract amendment for the FY23/24 Illinois Student Assistance Commission Financial Audits and compliance examination. |
| Andrea Alderman, Auditor IV | 02/10/2025 10:48 AM | Sarah Hammond, Senior Accountant, Sikich | No | Amy Sherwood, Partner, Sikich
Ryan Randolph, Director, Sikich | Email:
aalderman-at-auditor.illinois.gov sarah.hammond-at-sikich.com amy.sherwood-at-sikich.com ryan.randolph-at-sikich.com | N/A | Contacted Sarah for revised dates to the engagement timetable for the FY23/24 DCEO compliance examination in order to amend the contract. Amy replied at 11:13 am indicating she would work with Sarah to provide the information. |
| Stacie Sherman, Auditor V | 02/10/2025 11:50 AM | Brandon Reed, Partner, Crowe | No | Christine Torres, Partner, Crowe | brandon.reed-at-crowe.com
christine.torres-at-crowe.com ssherman-at-auditor.illinois.gov | I sent Brandon proposed dates for the contract amendments of the FY24 audits of the Treasure's Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds. | |
| Stephanie Wildhaber, Auditor V | 02/10/2025 01:27 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Mavie Valera: mbvalera-at-adelfiacpas.com | N/A | I emailed Jennifer and Mavie to inquire about issuing an amendment for the Phase II contact of Department of Juvenile Justice for the two years ended June 30, 2023. The amendment would extend the completion date. I asked Jennifer to discuss revised dates and get back to me with the proposed revision. |
| Andrea Alderman, Auditor IV | 02/10/2025 02:47 PM | Amy Sherwood, Partner, Sikich | No | Ryan Randolph, Director, Sikich
Sarah Hammond, Senior Accountant, Sikich | Email:
aalderman-at-auditor.illinois.gov sarah.hammond-at-sikich.com amy.sherwood-at-sikich.com ryan.randolph-at-sikich.com | N/A | Amy provided proposed amended dates for the FY23/24 DCEO compliance examination. |
| Evan Johnson, Auditor IV | 02/11/2025 12:00 PM | Ana R. Ausan | No | arausan - at - adelfiacpas.com
ejohnson - at - auditor.illinois.gov | N/A - email | Ana provided updated report dates for the contract amendment for the Department of Financial and Professional Regulation audit. | |
| Reddy Bommareddi, Information Specialist V | 02/11/2025 02:06 PM | Jojo Sadural, Partner, Roth &Co., LLP | No | None | Email: Jojo: esadural-at-rothcocpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded via Suralink the signed amended contract for the State compliance examination of the Law Enforcement Training Standards Board for the two years ended June 30, 2024. | |
| Reddy Bommareddi, Information Specialist V | 02/11/2025 02:10 PM | Amy Sherwood, Principal, Sikich | No | Meredith Angel, Director, Sikich | Emaill: Amy: amy.sherwood-at-sikich.com; Meredith: meredith.angel-at-sikich.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded via Suralink the signed amended contract for the State compliance examination of the Office of Comptroller- Nonfiscal Officer for the two years ended June 30, 2024. | |
| Stephanie Wildhaber, Auditor V | 02/12/2025 12:17 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Mavie Valera: mbvalera-at-adelfiacpas.com | N/A | Jennifer contacted me with the revised completion dates for an amendment for the Phase II contact of Department of Juvenile Justice for the two years ended June 30, 2023. |
| Tom Kizziah, Auditor V | 02/12/2025 03:23 PM | Heather Powell - Managing Director - FORVIS LLP | No | None | Telephone - Heather Powell - 217-xxx-6869; Thomas L. Kizziah - 630-xxx-6901 | 5 minutes | I called Heather to determine her interest and whether or not she was still independent in order to perform the Illinois State University engagement for the year ended June 30, 2025. She stated she was interested and independent. We discussed the potential timing for the receipt of her proposal and I mentioned to her that I would give her the Phase I budget upon receiving my assignments for the next fiscal year. |
| Stephanie Wildhaber, Auditor V | 02/14/2025 12:30 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Mavie Valera: mbvalera-at-adelfiacpas.com | N/A | I sent Jennifer and Mavie the amendment for the Phase II contract of Department of Juvenile Justice for the two years ended June 30, 2023 for signature. |
| Stephanie Wildhaber, Auditor V | 02/14/2025 12:32 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Mavie Valera: mbvalera-at-adelfiacpas.com | N/A | Jennifer sent me the signed amendment for the Phase II contact of Department of Juvenile Justice for the two years ended June 30, 2023. |
| Tom Kizziah, Auditor V | 02/18/2025 11:22 AM | Dan Sethness - Partner - RSM US LLP | No | None | Telephone - Dan Sethness 847-xxx-2022; Thomas L. Kizziah 630-xxx-6901 | 10 minutes | I called Dan to determine if RSM was still interested and independent in order to perform the upcoming engagements for both the Illinois Finance Authority and the University of Illinois for the year ended June 30, 2025. Dan stated they were both interested and independent for both engagements. We discussed the Phase I early work amounts and the expected timing of the receipt of the proposals and the expected start dates and entrance conference dates. |
| Evan Johnson, Auditor IV | 02/18/2025 12:00 PM | Ana R. Ausan | No | arausan - at - adelfiacpas.com
ejohnson - at - auditor.illinois.gov | N/A - email | Ana provided the signed contract amendment for the Department of Financial and Professional Regulation audit. | |
| Tom Kizziah, Auditor V | 02/18/2025 01:26 PM | Bill Sarb - RSM US LLP | No | None | Telephone: Bill Sarb - 847-xxx-4709; Thomas L. Kizziah - 630-xxx-6901 | 5 minutes | I called Bill and asked him if the Firm was still interested and independent in order to perform the upcoming engagement for the State Universities Retirement System for the year ended June 30, 2025. Bill stated they were interested and independent. We discussed the Phase I early work budget, the staffing for the engagement, the timing of the entrance conference and the field work start date. I asked Bill to try and have his proposal to me by the week of March 17. |
| Jose Roa, Auditor V | 02/18/2025 02:11 PM | Christine Torres, Partner, Crowe LLP | No | N/A | Email and SuraLink
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Provided phase II contract amendment 1 to Firm for review and signature for the FY23/24 Illinois Student Assistance Commission Financial Audits and compliance examination. |
| Tom Kizziah, Auditor V | 02/18/2025 04:01 PM | Kelly Kirkman - Partner, RSM US LLP | No | Ronnie Christopher - Senior Audit Manager | Teams Meeting | 5 minutes | At the conclusion of our weekly status meeting with Northern Illinois University (NIU), Kelly, Ronnie and Thomas L. Kizziah (me) stayed on the Teams call to discuss the FY25 upcoming engagement for NIU. I asked Kelly if the Firm was still interested and independent in order to perform the engagement. She stated they were interested and independent. We talked about staffing, timing of the entrance conference and the early work allocation. I asked Kelly to try and have her proposal to me either the week of March 17 or at the latest the week of March 24. |
| Tom Kizziah, Auditor V | 02/19/2025 09:00 AM | Mandy Merchant - Principal - CliftonLarsonAllen LLP | No | Dylan Power - Senior Associate | Teams Meeting | 20 minutes | I asked Dylan to set up a Teams meeting to discuss the upcoming engagement for the Illinois Housing Development Authority. In our discussions we covered the information system changes, scope of the engagement, timing, staffing and the effort needed to bring the current State Compliance Examination to closure so that a good hour estimate could be provided when the Firm sends their proposal. We also covered the Firm's interest and their confirmation of their independence along with the Phase I hour allocation. |
| Tom Kizziah, Auditor V | 02/19/2025 09:00 AM | Brian Greko - Partner - Plante Moran | No | None | Teams Meeting | 20 minutes | I met with Brian via Teams meeting to discuss the upcoming engagement for Eastern Illinois University for the year ended June 30, 2025. We discussed the Firm's interest in continuing on this engagement and their independence, the scope of the engagement, the Phase I hour allocation, the staffing, the various contract forms I would need as part of his proposal and the expected timing of the receipt of the Firm's proposal. We also discussed the entrance conference timing and location. |
| Andrea Alderman, Auditor IV | 02/19/2025 09:38 AM | Amy Sherwood, Partner, Sikich | No | Ryan Randolph, Director, Sikich
Sarah Hammond, Senior Accountant, Sikich | Email / Suralink:
aalderman-at-auditor.illinois.gov sarah.hammond-at-sikich.com amy.sherwood-at-sikich.com ryan.randolph-at-sikich.com | N/A | I provided Amy the FY23/24 DCEO contract amendment #2 for review and signature. Amy confirmed receipt at 9:57 am. |
| Andrea Alderman, Auditor IV | 02/19/2025 11:04 AM | Amy Sherwood, Partner, Sikich | No | N/A | Email / Suralink:
aalderman-at-auditor.illinois.gov amy.sherwood-at-sikich.com | N/A | Amy returned the FY23/24 DCEO contract amendment #2 to me with the contractor information filled out and Contractor's signature. |
| Andrea Alderman, Auditor IV | 02/20/2025 02:03 PM | Ana Ausan, Partner, Adelfia | No | N/A | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | I asked Ana if the firm is interested and independent to perform the FY24/25 Guardianship and Advocacy Commission compliance examination. |
| Jose Roa, Auditor V | 02/20/2025 02:55 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | No | Phone:
Sadural 312-235-4704 Roa 312-814-4073 | 10 Minutes | Confirmed with Firm that they are interested and independent to perform the FY24/25 Illinois Workers' Compensation Commission Compliance Examination. Requested informal proposal material along with rate and hours. Discussed OAG process and expectations. |
| Andrea Alderman, Auditor IV | 02/20/2025 03:08 PM | Ana Ausan, Partner, Adelfia | No | N/A | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | Ana said the firm is interested and independent to perform the FY24/25 Guardianship and Advocacy Commission compliance examination. |
| Stephanie Wildhaber, Auditor V | 02/21/2025 10:56 AM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Jennifer Roan: jsroan-at-adelfiacpas.com Mavie Valera: mbvalera-at-adelfiacpas.com | N/A | I sent Jennifer and Mavie the signed finalized amendment for the Phase II contact of Department of Juvenile Justice for the two years ended June 30, 2023. |
| Lisa Warden, Auditor V | 02/21/2025 11:50 AM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | n/a - email | I asked the partner to proposed amendment dates for the FY24 compliance examinations of the State Board of Education and Office of the Attorney General. | |
| Andrea Alderman, Auditor IV | 02/21/2025 12:31 PM | Amy Sherwood, Partner, Sikich | No | Ryan Randolph, Director, Sikich
Sarah Hammond, Senior Accountant, Sikich | Email / Suralink:
aalderman-at-auditor.illinois.gov sarah.hammond-at-sikich.com amy.sherwood-at-sikich.com ryan.randolph-at-sikich.com | N/A | I provided Amy a copy of the final, signed FY23/24 DCEO contract amendment #2 for the firm's records. Amy confirmed receipt at 12:32 PM. |
| Jose Roa, Auditor V | 02/21/2025 01:27 PM | Christine Torres, Partner, Crowe LLP | No | N/A | Email and SuraLink
Christine.Torres-at-Crowe.com jroa-at-auditor.illinois.gov | N/A | Provided fully signed phase II contract amendment 1 to Firm for the FY23/24 Illinois Student Assistance Commission Financial Audits and compliance examination. |
| Lisa Warden, Auditor V | 02/21/2025 02:43 PM | Amy Sherwood, Partner, Sikich | No | Amy.Sherwood - at - Sikich.com
LWarden - at - auditor.illinois.gov | n/a - email | Partner proposed amendment dates for step 11 for the FY23/24 compliance examinations of the State Board of Education and the Office of the Attorney General. | |
| Evan Johnson, Auditor IV | 02/24/2025 08:00 AM | Ana R. Ausan | No | arausan - at - adelfiacpas.com
ejohnson - at - auditor.illinois.gov | N/A - email | I provided Ana the fully signed contract amendment for the Department of Financial and Professional Regulation audit. | |
| Megan Green, Statewide Single Audit Manager | 02/24/2025 08:51 AM | Ryan Randolph, Director, Sikich CPA LLC | No | Amy Sherwood, Partner, Sikich CPA LLC | Email
Ryan.Randolph-at-sikich.com Amy.Sherwood-at-sikich.com MGreen-at-auditor.illinois.gov | N/A | I asked if Sikich was interested and independent regarding the FY25 engagements of the Department of Central Management Services and the Commission on Equity and Inclusion. Ryan responded that Sikich was interested and independent at 9:04 AM on 2/24/25. |
| Megan Green, Statewide Single Audit Manager | 02/24/2025 09:09 AM | Cathy Baumann, Partner, KPMG | No | Jason Rosheisen, Audit Managing Director, KPMG | Email:
cbaumann-at-kpmg.com jrosheisen-at-kpmg.com MGreen-at-auditor.illinois.gov | N/A | I inquired whether KPMG was interested and independent regarding the FY25 Statewide Single Audit. |
| Stacie Sherman, Auditor V | 02/24/2025 09:35 AM | Christine Torres, Partner, Crowe | No | Microsoft Teams | 5 minutes | I asked Christine to provide draft report dates for the contract amendments for the Office of the Treasurer FY24 financial audits - Fiscal Officer Responsibilities, College Savings Program, and Illinois Funds. | |
| Stacie Sherman, Auditor V | 02/24/2025 09:40 AM | Christine Torres, Partner, Crowe | No | Microsoft Teams | 2 minutes | I asked Christine if Crowe was interested in the FY25 jobs for the Office of the Treasurer. These include the FY25 financial audits of the Illinois Funds and College Savings Program and the FY24/25 compliance examination of the Nonfiscal Officer Responsibilities. Christine said Crowe was interested and independent. | |
| Lisa Warden, Auditor V | 02/24/2025 09:54 AM | Gilda Priebe, Partner, Adelfia | No | Gilda Priebe 312-363-xxxx
Lisa Warden 217-782-9307 | 9 minutes | Partner confirmed firm is interested and independent to perform the FY24/25 examination of the Illinois Community College Board. There will be no federal agreed upon procedures or expanded scope information systems review this year. $37,500 has been budgeted for Phase I. After the notification letter is sent to ICCB, Gilda will ask the agency how soon we could start the examination to determine whether we could do more work in and use more early work funds in Phase I. I will need to get my office's approval for more funds. Gilda also asked if we are able to negotiate the rate this year since we're no longer under an RFP. I agreed that we can; she should submit her proposed rate with the informal proposal for my review and our discussion. | |
| Lisa Warden, Auditor V | 02/24/2025 10:34 AM | Jennifer Roan, Partner, Adelfia | No | Jennifer Roan 312-804-xxxx
Lisa Warden 217-782-xxxx | 16 minutes | Firm is interested and independent to perform the FY24/25 compliance examinations of Office of the Governor, Office of the Lieutenant Governor, Illinois Supreme Court and Illinois Courts Commission. Firm wants to start the Courts Commission in Phase II only since it is such a small examination, so they don't want to use any of the funds budgeted for early work. I asked the partner to get back to me whether they'll be able to use all, some, or need more Phase I funds than budgeted. No federal agreed upon procedures or expanded scope information systems reviews will be performed in this cycle. The firm will include their proposed rate in their informal proposals for the Supreme Court and Courts Commission and then we can negotiate the rate once I receive the entirety of the firm's proposal. | |
| Lisa Warden, Auditor V | 02/24/2025 11:07 AM | Ana Ausan, Partner, Adelfia LLC | No | Ana Ausan 312-451-xxxx
Lisa Warden 217-782-9307 | 12 minutes | Partner stated firm is interested and independent to perform the FY24/25 compliance examination of the General Assembly. $37,500 budgeted for Phase I work. Partner will contact the agency to determine their availability and let me know if the next couple weeks if that is an appropriate amount for work before June 30, 2025. | |
| Lisa Warden, Auditor V | 02/24/2025 11:51 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop - at - plantemoran.com
LWarden - at - auditor.illinois.gov | I asked the partner if their firm is still interested and independent to perform the FY25 audit of SIU per their RFP 24-9 proposal. I also asked if they would be able to use the $157,500 budgeted for 1,500 hours of Phase I work by June 30, 2025. | ||
| Stephanie Wildhaber, Auditor V | 02/24/2025 01:57 PM | 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 emailed Ms. Balita and asked if her firm was still interested in performing the upcoming FY24/25 Compliance Examination of the Department of Labor. I asked her to contact me stating her interest and if her and the firm are still independent. |
| Stephanie Wildhaber, Auditor V | 02/24/2025 02:04 PM | Maria Balita, Owner, Maharlika PLLC | No | N/A | Email:
Stephanie Wildhaber: swildhaber-at-auditor.illinois.gov Maria Balita: mfbalita-at-maharlikacpa.com | N/A | Ms. Balita responded to my email and stated her and the firm is independent and still interested in performing the upcoming FY24/25 compliance examination of the Department of Labor. |
| Stephanie Wildhaber, Auditor V | 02/24/2025 02:25 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 emailed Ms. Arriola and asked if her firm is still interested in performing the upcoming FY24/25 compliance examination of the Department of Public Health. I asked her to reply stating if they are interested and if she and the firm are still independent. |
| Stephanie Wildhaber, Auditor V | 02/24/2025 02:25 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 emailed Elda and asked if her firm is independent and still interested in performing the FY24/25 compliance examination of the State Board of Elections. |
| Stephanie Wildhaber, Auditor V | 02/24/2025 02:40 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 | Elda contacted me and stated her and her firm are independent and interested in performing the FY24/25 compliance examination of the State Board of Elections. |
| Stephanie Wildhaber, Auditor V | 02/24/2025 02:40 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 | Elda emailed me and stated her firm is still independent and interested in performing the FY24/25 compliance examination of the Department of Public Health. |
| Jose Roa, Auditor V | 02/24/2025 03:14 PM | Epifanio Sadural, Partner, Roth & Co., LLP | No | N/A | Email
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Firm proposed rate and hours for the FY24/25 Illinois Workers' Compensation Commission Compliance Examination. Rate and hours were subsequently confirmed. |
| Stephanie Wildhaber, Auditor V | 02/25/2025 08:32 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 contacted Mr. Sadural and asked if the firm is independent and still interested in performing the FY24/25 compliance examination of the Board of Higher Education. |
| Stephanie Wildhaber, Auditor V | 02/25/2025 10:42 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 | Mr. Sadural contacted me and stated the firm is still independent and interested in performing the FY24/25 compliance examination of the Board of Higher Education. |
| Jose Roa, Auditor V | 02/25/2025 11:12 AM | Epifanio Sadural, Partner, Roth & Co., LLP | No | N/A | Email
Esadural-at-rothcocpa.com jroa-at-auditor.illinois.gov | N/A | Sent welcome letter with contracting materials to the Firm for the FY24/25 Illinois Workers' Compensation Commission Compliance Examination. |
| Lisa Warden, Auditor V | 02/26/2025 02:34 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | jsroan - at - adelfiacpas.com
sbsantos - at - adelfiacpas.com Lwarden - at - auditor.illinois.gov | Partner confirmed the firm will use the proposed amount of early work for Phase I of the FY24/25 examination of the Office of the Governor. | |
| Stacie Sherman, Auditor V | 02/26/2025 04:02 PM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov | I sent Christine the contract amendments for the FY24 financial audits of the Treasurer's Fiscal Officer Responsibilities, College Savings Program and Illinois Funds for her signature. | ||
| Logan Jones, Information Services Specialist V | 02/27/2025 10:00 AM | Dave Markko, Software Licensing Specialist, Dell | No | Matt Cobb, ISS III, OAG
Maggie Duckworth, ISS III, OAG | Dave.Markko[at]dell.com
MDuckworth[at]auditor.illinois.gov MCobb[at]auditor.illinois.gov | Asked for quote to add 8 shared mailboxes to our MS 365 Subscription | |
| Logan Jones, Information Services Specialist V | 02/27/2025 11:27 AM | Tyler Allen, Solution Sales Specialist, BitTitan | No | tallen[at]BitTitan.com | I informed Tyler that our mail migration was proceeding using built-in tools, and we would no longer be pursuing BitTitan. | ||
| Logan Jones, Information Services Specialist V | 02/27/2025 12:11 PM | Dave Markko, Account Manager, Federal, Dell | No | Maggie Duckworth, ISS III, OAG
Matt Cobb, ISS III, OAG Phillip Reavis, Account Manager, Dell | Dave.Markko[at]dell.com
Phillip.Reavis[at]Dell.com MDuckworth[at]auditor.illinois.gov MCobb[at]auditor.illinois.gov | Dave responded to loop in Phillip, our new account manager at Dell. | |
| Stacie Sherman, Auditor V | 02/27/2025 01:00 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I emailed Steven to confirm Plante's interest in the FY25 financial audit, single audit and compliance examination of Western Illinois University. | ||
| Kenneth Matthews, Auditor IV | 02/27/2025 01:22 PM | Michael Lawler, Partner, West & Company, LLC | No | Email
Mike Lawler: mlawler-at-westcpa.com Kenny Matthews: kjmatthews-at-auditor.illinois.gov | Emailed to confirm interest and independence for the FY25 ALPLM Compliance Examination. | ||
| Logan Jones, Information Services Specialist V | 02/27/2025 02:02 PM | Phillip Reavis, Software Licensing Specialist, North America, Dell Technologies | No | Maggie Duckworth, ISS III, OAG
Matt Cobb, ISS III, OAG | Phillip.Reavis[at]Dell.com
MDuckworth[at]auditor.illinois.gov MCobb[at]auditor.illinois.gov | Phillip introduced himself and asked for clarification on which licenses we needed. | |
| Logan Jones, Information Services Specialist V | 02/27/2025 04:04 PM | Phillip Reavis, Software Licensing Specialist, North America, Dell Technologies | No | Maggie Duckworth, ISS III, OAG
Matt Cobb, ISS III, OAG | Phillip.Reavis[at]Dell.com
MDuckworth[at]auditor.illinois.gov MCobb[at]auditor.illinois.gov | I canceled the quote request for shared mailboxes. | |
| Stacie Sherman, Auditor V | 02/27/2025 05:21 PM | Christine Torres, Partner, Crowe | No | Suralink | Christine sent me the signed contract amendments for the Treasurer's Office FY24 financial audits of the Fiscal Officer Responsibilities, College Savings Program and the Illinois Funds. |