May 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 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. |
|---|---|---|---|---|---|---|---|
| Andrea Alderman, Auditor IV | 05/01/2026 08:59 AM | Ana Ausan, Partner, Adelfia LLC | No | Stella Santos, Partner, Adelfia LLC | Suralink:
aalderman-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com arausan-at-adelfiacpas.com | N/A | I provided Ana and Stella the FY24/25 GAC contract amendment #2 for review and signature. |
| Andrea Alderman, Auditor IV | 05/01/2026 10:00 AM | Stella Santos, Partner, Adelfia LLC | No | Ana Ausan, Partner, Adelfia LLC | Email/Suralink:
aalderman-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com arausan-at-adelfiacpas.com | N/A | Stella returned the FY24/25 GAC contract amendment #2 to me with the Contractor's signature. |
| Quentin Kuntzman, Auditor V | 05/01/2026 11:15 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Mandy Merchant, Principal, CliftonLarsonAllen LLP
Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email:
adam.pulley-at-claconnect.com mandy.merchant-at-claconnect.com kevin.rogers-at-claconnect.com | N/A | I informed CLA of that the OAG has agreed to revise Schedule 3 as requested for the FY26 Illinois Gaming Board and Illinois Housing Development Authority contracts, and I requested updated Phase I engagement timetables for both engagements in order to finalize the contracting process. |
| Jim Dahlquist, Senior Administrative Manager | 05/01/2026 01:01 PM | Jim Dahlquist, Senior Administrative Manager | No | Shaida Hong, National Sales Manager, Becker | Phone:
S. Hong 703-975-xxxx J. Dahlquist 217-785-xxxx | 13 minutes | Shaida called and answered my questions about the Becker renewal documents. |
| Stacie Sherman, Auditor V | 05/04/2026 08:25 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 asked Christine to get me the additional information, originally requested April 27, 2026, for the FY26 contracts of the Office of the Treasurer's financial audits for the College Savings Program and Illinois Funds. | |
| Megan Green, Statewide Single Audit Manager | 05/04/2026 09:54 AM | Cathy Baumann, Partner, KPMG | No | None | Email
cbaumann-at-kpmg.com mgreen-at-auditor.illinois.com | N/A | I sent Cathy the final signed contract amendment for the FY25 Statewide Single Audit. |
| Emily Rivalland, Auditor IV | 05/04/2026 10:30 AM | Brain Greko, Partner, Plante & Moran | No | Email: brian.greko-at-plantemoran.com, erivalland-at-auditor.illinois.gov; Suralink | Sent Brian the draft FY26 EIU contracts via Suralink for his review and signature. | ||
| Quentin Kuntzman, Auditor V | 05/04/2026 11:25 AM | Kevin Rogers, Manager, CliftonLarsonAllen LLP | No | Mandy Merchant, Principal, CliftonLarsonAllen LLP | Email:
kevin.rogers-at-claconnect.com mandy.merchant-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A Email and response within 30 minutes | Kevin provided an updated engagement timetable for Phase I of the FY26 Illinois Housing Development Authority Engagement. I thanked Kevin for the updated timetable and informed him that I would provide the draft contracts after they've been approved internally for the firm's review and signature. |
| Quentin Kuntzman, Auditor V | 05/04/2026 01:23 PM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email:
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A - Email and response within 5 minutes | Adam provided an updated engagement timetable for Phase I of the FY26 Illinois Gaming Board Engagement. I thanked Adam for the updated timetable and informed him that I would provide the draft contracts after they've been approved internally for the firm's review and signature. |
| Stacie Sherman, Auditor V | 05/04/2026 04:25 PM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | Christine.Torres-at-crowe.com
Brandon.Reed-at-crowe.com ssherman-at-auditor.illinois.gov | Christine provided additional information for the contacting of the FY26 financial audits of the Office of the Treasurer's College Savings Program and Illinois Funds. | |
| Stacie Sherman, Auditor V | 05/04/2026 04:32 PM | Brandon Reed, Partner, Crowe | No | Christine Torres, Partner, Crowe | brandon.reed-at-crowe.com
christine.torres-at-crowe.com ssherman-at-auditor.illinois.gov | Brandon provided the current and pending contract listing for Crowe's Disclosure and Conflict of Interest Form for the Office of the Treasurer FY26 contracts. | |
| Quentin Kuntzman, Auditor V | 05/05/2026 09:03 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email/Suralink:
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A | I provided Adam and Kevin the draft Phase I and Phase II contracts for the FY25/26 Compliance Examination of the Illinois Gaming Board for review and signature. |
| Quentin Kuntzman, Auditor V | 05/05/2026 11:35 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email/Suralink:
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illnois.gov | N/A | Adam provided the draft FY26 Phase I and Phase II Illinois Gaming Board contracts signed by him to me. |
| Jose Roa, Auditor V | 05/05/2026 12:53 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | email Paul ppelletier-at-bpc-cpa.com José jroa-at-auditor.illinois.gov | N/A | Firm provided contracting materials for the Judicial Inquiry Board FY25/26 compliance examination. |
| Jose Roa, Auditor V | 05/05/2026 03:17 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | email Paul ppelletier-at-bpc-cpa.com José jroa-at-auditor.illinois.gov | Firm provided updated contracting materials for the Judicial Inquiry Board FY25/26 compliance examination. | |
| Erica Oliver, Auditor III | 05/06/2026 11:41 AM | Elda Arriola, Partner, Roth & Co | No | Email: earriola- at -rothcocpa.com | 2 minutes | Spoke with and received an email from Partner Ela Arriola regarding successor and predecessor auditor introduction. 5/15/26 10:06AM Director-IPA Brian Granahan emailed the signed Letter to Client for Successor Access to the predecessor auditor. | |
| Stacie Sherman, Auditor V | 05/06/2026 11:54 AM | Christine Torres, Partner, Crowe | No | Brandon Reed, Partner, Crowe | brandon.reed-at-crowe.com
christine.torres-at-crowe.com ssherman-at-auditor.illinois.gov | I asked Christine if we could move back the phase I start date for the financial audits of the Office of the Treasurer - College Savings Program and Illinois Funds. She agreed. | |
| Erica Oliver, Auditor III | 05/06/2026 03:10 PM | Elda Arriola, Partner, Roth & Co | No | Suralink | 2 minutes | I sent the Partner Elda Arriola the FY26 IPA contract, signed by all parties, over Suralink and notified her via email. | |
| Jose Roa, Auditor V | 05/06/2026 03:20 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | email and Suralink Paul ppelletier-at-bpc-cpa.com José jroa-at-auditor.illinois.gov | N/A | Provided FY26 contracts to the Firm for review and signature for the Judicial Inquiry Board FY25/26 compliance examination. |
| Quentin Kuntzman, Auditor V | 05/06/2026 03:30 PM | Kevin Rogers, Manager, CliftonLarsonAllen LLP | No | Mandy Merchant, Principal, CliftonLarsonAllen LLP | Email/Suralink:
kevin.rogers-at-claconnect.com mandy.merchant-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A Email and response 1.5 hours later | I sent Mandy and Kevin the draft Phase I and Phase II contracts for the FY26 Illinois Housing Development Authority Engagement for review and signature. Kevin returned the contracts signed by Mandy. |
| Dennis Gibbons, Assistant Director | 05/06/2026 04:26 PM | Bill Sarb, Partner, RSM US LLP | No | Suralink | Bill sent me the informal proposal for the FY26 ISBI engagement via Suralink. | ||
| Andrea Alderman, Auditor IV | 05/07/2026 07:35 AM | Stella Santos, Partner, Adelfia LLC | No | Ana Ausan, Partner, Adelfia LLC | Email/Suralink:
aalderman-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com arausan-at-adelfiacpas.com | N/A | I provided Stella a copy of the final, signed FY24/25 GAC contract amendment #2 for the firm's records. Stella confirmed receipt at 10:10 am. |
| Stacie Sherman, Auditor V | 05/07/2026 11:30 AM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov Suralink | I sent Christine the contracts for the Office of the Treasurer FY26 financial audits of the College Savings Program and Illinois Funds for her signature. | ||
| Stacie Sherman, Auditor V | 05/07/2026 01:11 PM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov suralink | Christine sent back the signed contracts for the FY26 financial audits of the Office of the Treasurer (College Savings Program and Illinois Funds). | ||
| Emily Rivalland, Auditor IV | 05/07/2026 04:01 PM | Brain Greko, Partner, Plante & Moran | No | Email: brian.greko-at-plantemoran.com, erivalland-at-auditor.illinois.gov; Suralink | I sent Brian the signed contracts for the FY26 EIU engagement. | ||
| Quentin Kuntzman, Auditor V | 05/08/2026 08:18 AM | Adam Pulley, Principal, CliftonLarsonAllen LLP | No | Kevin Rogers, Manager, CliftonLarsonAllen LLP | Email/Suralink:
adam.pulley-at-claconnect.com kevin.rogers-at-claconnect.com qkuntzman-at-auditor.illinois.gov | N/A | I sent Adam and Kevin the final, signed contracts for the FY26 Illinois Gaming Board Engagement for the firm's records. |
| Quentin Kuntzman, Auditor V | 05/08/2026 08:19 AM | Kevin Rogers, Manager, CliftonLarsonAllen LLP | No | Mandy Merchant, Principal, CliftonLarsonAllen LLP | Email/Suralink:
kevin.rogers-at-claconnect.com mandy.merchant-at-claconnect.com qkuntzmana-at-auditor.illinois.gov | N/A | I sent Kevin and Mandy the final, signed contracts for the FY26 Illinois Housing Development Authority Engagement for the firm's records. |
| Jose Roa, Auditor V | 05/08/2026 08:58 AM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | Email and Suralink: Paul ppelletier-at-bpc-cpa.com José jroa-at-auditor.illinois.gov | N/A | Provided fully signed contracts to the Firm for the Judicial Inquiry Board FY25/26 compliance examination. |
| Jose Roa, Auditor V | 05/08/2026 09:07 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 | Provided fully signed contracts to the Firm for the Northeastern Illinois University FY26 financial audit, single audit, and compliance examination with an Expanded Information System Review. |
| Dennis Gibbons, Assistant Director | 05/08/2026 12:32 PM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I let Bill know that the OAG accepted the firm's informal proposal for the FY26 ISBI financial audit, and that I would provide contracts in the following days. | ||
| Dennis Gibbons, Assistant Director | 05/11/2026 01:48 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 FY26 ISBI contracts for review and signature. | ||
| Erica Oliver, Auditor III | 05/11/2026 01:54 PM | Stella Santos, Partner, Adelfia LLP | No | Jennifer Roan, Partner, Adelfia LLP | Suralink | 2 minutes | I sent the Partners Stella and Jennifer the FY26 ISF and DSF interim contracts, signed by all parties, over Suralink and notified them via email. |
| Stacie Sherman, Auditor V | 05/11/2026 03:53 PM | Christine Torres, Partner, Crowe | No | Christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov suralink | I sent Christine the final signed contracts for the FY26 financial audits of the Office of the Treasurer - College Savings Program and Illinois Funds. | ||
| Dennis Gibbons, Assistant Director | 05/12/2026 11:29 AM | 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 FY26 ISBI contracts via Suralink. | ||
| Erica Oliver, Auditor III | 05/12/2026 12:00 PM | Michael Lawler, Partner, West & Co | No | Suralink | 2 minutes | I sent the Partner Michael Lawler the FY26 OSAAP and OSAD contracts, signed by all parties, over Suralink and notified him via email. | |
| Jeanne Tschaika, Auditor V | 05/12/2026 02:26 PM | Stella Marie Santos, Partner, Adelfia | No | Stella Santos, Partner, Adelfia
Mavie Valera, Partner, Adelfia | Email: sbsantos--at-adelfiacpas.com
mbvalera-at-adelfiacpas.com jtschaika-at-auditor.illinois.gov | Jennifer proposed hours and rates for her firm to perform the FY26 audits of ROE 8, 21, 26, 54 and 56. | |
| Dennis Gibbons, Assistant Director | 05/13/2026 07:39 AM | 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 FY26 State Employees' Retirement System (SERS) informal proposal over Suralink and notified me over email. | ||
| Dennis Gibbons, Assistant Director | 05/13/2026 07:47 AM | 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 FY26 Judges' Retirement System (JRS) and General Assembly Retirement System (GARS) informal proposals over Suralink. | ||
| Dennis Gibbons, Assistant Director | 05/13/2026 10:43 AM | Bill Sarb, Partner, RSM US LLP | No | Email
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I let Bill know that the OAG accepted the firm's informal proposal for the FY26 SERS, JRS, and GARS financial audits, and that I would provide contracts in the following days. | ||
| Emily Rivalland, Auditor IV | 05/13/2026 12:44 PM | Bill Sarb, Partner, RSM | No | Chad McCoy, Manager, RSM
Britney Maldonado, Staff, RSM | Email: bill.sarb-at-rsmus.com, chad.mccoy-at-rsmus.com, britney.maldonado-at-rsmus.com, erivalland-at-auditor.illinois.gov; Suralink | Bill sent me the informal proposal documents for the SURS FY26 engagement. | |
| Dennis Gibbons, Assistant Director | 05/13/2026 01:17 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 FY26 ISBI contracts, signed by all parties, over Suralink and notified him via email. | ||
| Dennis Gibbons, Assistant Director | 05/14/2026 03:35 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 FY26 SERS, JRS, and GARS contracts for review and signature. | ||
| Emily Rivalland, Auditor IV | 05/14/2026 04:22 PM | Bill Sarb, Partner, RSM | No | Email: bill.sarb-at-rsmus.com, erivalland-at-auditor.illinois.gov | I emailed Bill to ask for an explanation for the increase in proposed hours for the engagement. | ||
| Emily Rivalland, Auditor IV | 05/15/2026 08:11 AM | Bill Sarb, Partner, RSM | No | Email: bill.sarb-at-rsmus.com, erivalland-at-auditor.illinois.gov | Bill explained the reasoning for an increase in the proposed hours for the SYRS FY26 engagement. | ||
| Emily Rivalland, Auditor IV | 05/15/2026 02:31 PM | Bill Sarb, Partner, RSM | No | Email: bill.sarb-at-rsmus.com, erivalland-at-auditor.illinois.gov; Suralink | I sent Bill the draft contracts for his review and signature for the FY26 SURS engagement via Suralink. | ||
| Emily Rivalland, Auditor IV | 05/18/2026 11:22 AM | Bill Sarb, Partner, RSM | No | Chad McCoy, Manager, RSM | Email bill.sarb-at-rsmus.com, chad.mccoy-at-rsmus.com, erivalland-at-auditor.illinois.gov; Suralink | Bill sent the signed contracts for the FY26 SURS engagement via Suralink. | |
| Dennis Gibbons, Assistant Director | 05/18/2026 04:19 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 FY26 SERS contracts via Suralink. | ||
| Dennis Gibbons, Assistant Director | 05/18/2026 04:31 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 FY26 JRS and GARS contracts via Suralink. | ||
| Dennis Gibbons, Assistant Director | 05/18/2026 04:42 PM | Bill Sarb, Partner, RSM US LLP | No | Email and Suralink
Bill: bill.sarb-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | Bill re-sent me the FY26 JRS Phase I contract with his signature. | ||
| Jeanne Tschaika, Auditor V | 05/19/2026 10:35 AM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia
Stella Marie Santos, Partner, Adelfia | E-mail: jsroan-at-adelfiacpas.com
jtschaika-at-auditor.illinois.gov sbstantox-at-adelfiacpas.com mbvalera-at-adelfiacpas.com | E-mails over the course of 6 hours and 19 minutes | Jennifer sent in a split of hours for the amendment and continuation contract for the FY24 audit of ROE 56. |
| Dennis Gibbons, Assistant Director | 05/20/2026 02:52 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 FY26 SERS, JRS, and GARS contracts, signed by all parties, over Suralink and notified him over email. | ||
| Emily Rivalland, Auditor IV | 05/20/2026 03:21 PM | Bill Sarb, Partner, RSM | No | Email: bill.sarb-at-rsmus.com, erivalland-at-auditor.illinois.gov; Suralink | Sent Bill the final signed contracts for the FY26 SURS engagement via Suralink. | ||
| Jeanne Tschaika, Auditor V | 05/20/2026 04:26 PM | Kimberly Walker, Partner, Kemper CPA | No | N/A | Email: kwalker-at-kempercpa.com
jtschaika-at-auditor.illinois.gov | Kimberly emailed proposed hours and rate for her firm to complete the FY26 audit of ROE 45. | |
| Jeanne Tschaika, Auditor V | 05/21/2026 06:12 AM | Renee Brucker, Manager, MCK, CPAs & Advisors | No | Beth Obernuefemann, Manager, OAG
Cathy Mansur, Partner, MCK, CPAs & Advisors | Email: jtschaika-at-auditor.illinois.gov
bobernuefemann-at-auditor.illinois.gov rbrucker-at-mckcpa.com cmansur-at-mckcpa.com | Renee informed our Office that her firm did not plan to submit hours and rates for any ROE engagements this year for the FY26 audits. | |
| Jeanne Tschaika, Auditor V | 05/21/2026 11:29 AM | Jennifer Roan, Partner, Adelfia | No | Stella Marie Santos, Partner, Adelfia
Mavie B. Valera, Partner, Adelfia Jennifer Baptist, Manager, OAG Beth Obernuefemann, Manager, OAG | Email: jtschaika-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com sbsantos-at-adefliacpas.com mbvalera-at-adelfiacpas.com jbaptist-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov | Requested additional information for the FY26 audit proposals of ROE 8, 21, 26, 54 and 56. | |
| Beth Obernuefemann, Auditor V | 05/21/2026 03:02 PM | Leilani Rodrigo, Partner, Galleros Robinson | No | Jeanne Michaud, Manager, OAG jtschaika-at-auditor.illinois.gov Marites Sy, Partner, msy-at-gallerosrobinson.com | Email lrodrigo-at-gallerosrobinson.com | Galleros Robinson sent hours and rates for FY26 contracts. On 5-28-26 I responded the hours and rates are approved. | |
| Jeanne Tschaika, Auditor V | 05/21/2026 04:38 PM | John Wysocki, Partner, GW & Associates | No | David Jelonek, Partner, GW & Associates | Email: john.wysocki-at-cpagwa.com
david.jelonek-at-cpagwa.com jmichaud-at-auditor.illinois.gov | John proposed split of hours for continuation contract of the FY23 audit of ISC 2. | |
| Jeanne Tschaika, Auditor V | 05/21/2026 06:06 PM | Leilani Rodrigo, Partner, Galleros, Robinson, Certified Public Accountants, LLP | No | Marites Sy, Partner, Galleros, Robinson, Certified Public Accountants, LLP
Beth Obernuefemann, Manager, OAG | lrodrigo-at-gallerosrobinson.com
msy-at-galleros robinson.com jtschaika-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov | Lelani proposed hours and rates for her firm to perform the FY 26 audits of ROE 13, 17, 28 and 33. | |
| Dennis Gibbons, Assistant Director | 05/26/2026 08:46 AM | Dan Sethness, Partner, RSM US LLP | No | Email
Dan: dan.sethness-at-rsmus.com Dennis: dgibbons-at-auditor.illinois.gov | I asked Dan to provide me several updated contracting forms for a planned continuation contract for the FY24/25 Department of Employment Security engagement, and shared with him the draft timelines. | ||
| Jeanne Tschaika, Auditor V | 05/26/2026 10:11 AM | Heather Wolke, Manager, West & Co. | No | Alex Hagen, Partner, West & Co | Email: hwolke-at-westcpa.com
ahagen-at-westcpa.com jtschaika-at-auditor.illinois.gov | Heather submitted hours for a continuation contract for the FY25 audit of ROE 11. | |
| Jeanne Tschaika, Auditor V | 05/26/2026 11:33 AM | Jennifer Roan, Partner, Adelfia | No | N/A | Phone | 2 minutes | Discussed with Jennifer moving forward with the FY26 hours and rates proposed by her firm with the exception of ROE 56 to be determined at a later date due to the audit being delayed. |
| Jeanne Tschaika, Auditor V | 05/26/2026 02:08 PM | Jennifer Roan, Partner, Adelfia | No | Stella Santos, Partner, Adelfia
Mavie Valera, Partner, Adelfia Jennifer Baptist, Audit Manager, OAG Beth Obernuefemann, Audit Manager, OAG | Email: jsroan - at-adelfiacpas.com
mbvalera-at-adelfiacpas.com sbsantos-at-adelfiacpas.com jbaptist-at-auditor.illinois.gov bobernuefemann-at-auditor.illinois.gov jtschaika-at-auditor.illinois.gov | Emailed Jennifer to let her know her hours and rates for they FY26 audits of ROE 8,21,26 and 54 were approved as proposed. | |
| Jeanne Tschaika, Auditor V | 05/26/2026 03:31 PM | Heather Wolke, Manager, West & Co. | No | Alex Hagen, Partner, West & Co. | E-mail: hwolke-at-westcpa.com
ahagen-at-westcpa.com jbaptist-at-auditor.illinois.gov jtschaika-at-auditor.illinois.gov | Heather submitted the hours for the amendment and continuation contract for the FY26 audit of ROE | |
| Jeanne Tschaika, Auditor V | 05/26/2026 08:30 PM | Jennifer Roan, Partner, Adelfia | No | N/A | Email: jsroan-at-adelfiacpas.com
jtschaika-at-auditor.illinois.gov | Jennifer sent documents for the continuation contract of the FY24 audit of ROE 56. | |
| Jennifer Baptist, Auditor V | 05/27/2026 10:43 AM | Kimberly Walker, Partner and Ashley Norton, Manager at Kemper CPA Group | No | Emailed kwalker- at- kempercpa.com and cc'd anorton- at- kempercpa.com | Emailed Kimberly Walker and cc'd Ashley Norton to let them know their hours and rate for the FY26 audit of ROE 45 was approved as proposed. | ||
| Jennifer Baptist, Auditor V | 05/27/2026 03:16 PM | Syndelle Manuel, Manager at Roth & Co. | No | Jeanne Tschaika, Senior Audit Manager at OAG, Aaron Donnelly, Partner and Henry de Jesus, Manager at Roth & Co. | Email: SMauel-at-rothcocpa.com. jtschaika-at-auditor.illinois.gov, adonnelly-at-rothcocpa.com and hdejesus-at-rothcocpa.com | Syndelle Manuel emailed proposed hours and rates for her firm to complete the FY26 audit of ROE 32 and ISC 4. | |
| Jeanne Tschaika, Auditor V | 05/28/2026 11:27 AM | Alex Hagen, Partner, West & Company | No | N/A | E-mail: ahagen-at-westcpa.com
jtschaika-at-auditor.illinois.gov | Alex proposed hours and rates for his firm to audit the FY26 financial statements of ROE 3,11,24 and 40. | |
| Jeanne Tschaika, Auditor V | 05/28/2026 01:17 PM | Heather Wolke, Manager, West & Co. | No | N/A | Email: - Hwolke-at-- at -westcpa.com
jtschaika-at-auditor.illinois.gov | Heather uploaded contracting documents for the FY25 continuation contracts of ROE 11 and 40 to Suralink. | |
| Jeanne Tschaika, Auditor V | 05/29/2026 04:08 PM | Hilda Renteria, Partner, Prado & Renteria | No | Jennifer Baptist, Manager, OAG | Email: hrenteria-at-pradorenteria.com
jtschaika-at-auditor.illinois.gov jbaptist-at-auditor.illinois.gov | Hilda sent in documents for the continuation contract of the FY25 contract of ROE 25. |