February 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. |
|---|---|---|---|---|---|---|---|
| Evan Johnson, Auditor IV | 02/02/2026 10:45 AM | Paul Pelletier, Partner | No | N/A | Paul Pelletier 815-933-XXXX
Evan Johnson 217-524-XXXX | 5 Minutes | Discussion regarding changes to proposed amended timetable dates for the FY24/25 examination of the Educational Labor Relations Board. |
| Jeanne Tschaika, Auditor V | 02/02/2026 06:04 PM | Stella Marie Santos, Partner, Adelfia | No | N/A | Email: jmichaud-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com | Stella signed and uploaded the FY24 contract for the audit of ROE 49. | |
| Reddy Bommareddi, Information Specialist V | 02/03/2026 12:24 PM | Mike Lawler, Partner, West & Company LLC | No | None | Email: Mike: mlawler-at-westcpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | The audit delays of the Illinois Criminal Justice Information Authority's compliance examination for the two years ended June 30, 2025 were discussed and revised Phase II schedule 1 was sent to Mike for his review and Mike indicated the dates were sufficient to complete the audit within the updated timeframe. | |
| Evan Johnson, Auditor IV | 02/03/2026 01:30 PM | Paul Pelletier, Partner | No | N/A | Suralink and Email:
ppelletier - at - bpc-cpa.com ejohnson - at - auditor.illinois.gov | Suralink and Email | I uploaded the amended contract for signature for the Educational Labor Relations Board. |
| Evan Johnson, Auditor IV | 02/03/2026 02:10 PM | Paul Pelletier, Partner | No | Sharefile:
ppelletier - at - bpc-cpa.com ejohnson - at - auditor.illinois.gov | Sharefile | Paul provided the signed amended contract for the FY24/25 examination of the Educational Labor Relations Board. | |
| Reddy Bommareddi, Information Specialist V | 02/04/2026 09:00 AM | Mike Lawler, Partner, West & Company LLC | No | None | Email: Mike: mlawler-at-westcpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | N/A-email | I have uploaded the amended State compliance examination contract of the Illinois Criminal Justice Information Authority for the two years ended June 30, 2025 for Firm's review and signatures. |
| Jeanne Tschaika, Auditor V | 02/04/2026 10:21 AM | Stella Marie Santos, Partner, Adelfia | No | N/A | Phone - Santos - 312-240-9500
Michaud - 815-274-XXXX | 1 minute | I left a message for Stella to let her know her firm was awarded the RFP's for the FY26 audits of ISC 1, ROE 16 and ROE 48 . |
| Jeanne Tschaika, Auditor V | 02/04/2026 10:29 AM | Leilani Rodrigo, Partner, Galleros, Robinson, Certified Public Accountants, LLP | No | N/A | Phone: Jeanne Michaud 815-274-XXXX
Leilani Rodrigo 312-877-5187 | 1 minute | I called Leilani to let her know that her firm was awarded the RFP for the FY26 audit of ROE 1. |
| Jeanne Tschaika, Auditor V | 02/04/2026 10:50 AM | Aaron Donnelly, Partner, Roth & Co | No | N/A | Phone: Donnelly - 312-869-0750
Michaud - 815-274-XXXX | 2 minutes | I called to let Aaron know that his firm was awarded the RFP's for the FY26 audits of ROE 9, 47 and 53. |
| Courtney Dzierwa, Audit Director | 02/04/2026 11:09 AM | Courtney Dzierwa, Director, Office of the Auditor General | No | Aaron Donnelly, Partner, Roth & Co, LLP | Phone -
Dzierwa 217-524-5450 Donnelly 312-869-0750 | 3 minutes | Discussed results of RFPs 26-09 and 26-10. Let Aaron know the OAG had selected Roth & Co, LLP's proposals in response to the OAG competitive RFP process. I told him I would email him the letters from the AG and the memo outlining the winning proposal later today. The award notices should also be posted to our website later today or early tomorrow. 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. |
| Reddy Bommareddi, Information Specialist V | 02/04/2026 01:24 PM | Mike Lawler, Partner, West & Company LLC | No | None | Email: Mike: mlawler-at-westcpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | N/A | Mike uploaded the amended State compliance examination contract of the Illinois Criminal Justice Information Authority for the two years ended June 30, 2025 with Firm's signatures. |
| Christian Cortes, Auditor IV | 02/04/2026 03:38 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | Email:
ccortes-at-auditor.illinois.gov ppelletier-at-bpc-cpa.com | I asked Paul to provide updated report dates for the contract amendment of the Legislative Reference Bureau FY24/25 Compliance Examination. | |
| Reddy Bommareddi, Information Specialist V | 02/05/2026 08:38 AM | Mike Lawler, Partner, West & Company LLC | No | None | Email: Mike: mlawler-at-westcpa.com; Reddy: rbommareddi-at-auditor.illinois.gov | I have uploaded the signed amended contract of the State compliance examination of the Illinois Criminal Justice Information Authority for the two years ended June 30, 2025 for Mike's (West & Co) records. | |
| Christian Cortes, Auditor IV | 02/05/2026 12:05 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | E-mail:
ccortes-at-auditor.illinois.gov ppelletier-at-bpc-cpa.com | N/A - Email | Paul provided the updated report dates on Schedule 1 for the contract amendment for the Legislative Reference Bureau FY24/25 Compliance Examination. |
| Jeanne Tschaika, Auditor V | 02/08/2026 04:35 PM | Kimberly Walker, Partner, Kemper CPA | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | Emails over the course of 39 minutes. | Requested revised documents to complete the FY25 contract of ROE 30. |
| Stacie Sherman, Auditor V | 02/09/2026 12:41 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | I sent Steven suggested amended timelines for the Western Illinois University financial audit, single audit and State compliance examination for the year ended June 30, 2025. | ||
| Stacie Sherman, Auditor V | 02/10/2026 09:52 AM | Bill Sarb, Partner, RSM | No | bill.sarb-at-rsmus.com
ssherman-at-auditor.illinois.gov | I sent Bill a suggested amended timeline for the FY23/24 compliance examination of the Department of Revenue. He agreed with the amended dates. | ||
| Jeanne Tschaika, Auditor V | 02/10/2026 02:28 PM | Kimberly Walker, Partner, Kemper CPA | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | E-mails over the course of 1 hour and 9 minutes | Kimberly provided revised documents for the FY25 contract of ROE 25. |
| Stacie Sherman, Auditor V | 02/10/2026 07:11 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov | Steven responded to my suggested amendment timelines for the Western Illinois University financial audit, single audit and compliance examination. Steven said that he agreed with the timelines for financial and single audit but though compliance may take an additional 10 days due to delays in getting requested information. | ||
| Jeanne Tschaika, Auditor V | 02/11/2026 10:36 AM | Kimberly Walker, Partner, Kemper CPA | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | I uploaded the FY25 contract for ROE 25 to Suralink. | |
| Jeanne Tschaika, Auditor V | 02/11/2026 12:16 PM | Kimberly Walker, Partner, Kemper CPA | No | N/A | Email: Jmichaud-at-auditor.illinois.gov
kwalker-at-kempercpa.com | Kimberly signed and uploaded the signed contract for the FY25 audit of ROE 30 to Suralink. | |
| Jeanne Tschaika, Auditor V | 02/11/2026 02:27 PM | Kimberly Walker, Partner, Kemper CPA | No | n/a | email: jmichaud-at-auditor.illinois.gov
kwalker- at -kempercpa.com | I uploaded the final signed contract for the FY25 audit of ROE 30 to suralink | |
| Stacie Sherman, Auditor V | 02/11/2026 04:48 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 | I sent Brandon and Christine amended timeline for the FY25 financial audit of the College Savings Program for their approval. | |
| Stacie Sherman, Auditor V | 02/13/2026 09:20 AM | Bill Sarb, Partner, RSM | No | Bill.Sarb-at-rsmus.com
ssherman-at-auditor.illinois.gov Suralink | I sent Bill the contract amendment for the FY23/24 compliance examination of the Department of Revenue for his signature. | ||
| Stacie Sherman, Auditor V | 02/13/2026 09:25 AM | Steven Bishop, Partner, Plante Moran | No | Steven.Bishop-at-plantemoran.com
Ssherman-at-auditor.illinois.gov Suralink | I sent Steven the contract amendment, for the FY25 financial audit, single audit and compliance examination of Western Illinois University, for his signature. | ||
| Jeanne Tschaika, Auditor V | 02/16/2026 04:25 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia
Jennifer Baptist, Manager, OAG | E-mail: jsroan-at-adelficpas.com
mbvalera-at-adelfiacpas.com jbaptist-at-auditor.illinois.gov jmichaud-at-auditor.illinois.gov | Jennifer Roan sent the hours and rate and contracting documents for the FY25 audit of ROE 44. | |
| Jeanne Tschaika, Auditor V | 02/17/2026 10:46 AM | Lindsey Fish, Principal, Sikich | No | N/A | E-mail: lindsey.fish-at-sikich.com
jmichaud-at-auditor.illinois.gov | Lindsey proposed hours and rate for her firm to conduct the FY22 audit of ROE 19. | |
| Stacie Sherman, Auditor V | 02/17/2026 01:28 PM | Steven Bishop, Partner, Plante Moran | No | steven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov suralink | I sent Steven the final signed amendment for the FY25 financial audit, single audit and compliance examination of Western Illinois University. | ||
| Stacie Sherman, Auditor V | 02/17/2026 04:29 PM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov Suralink | I sent Christine the contract amendment for the FY25 financial audit of the Office of the Treasurer - College Savings Program, for her signature. | ||
| Lisa Warden, Auditor V | 02/17/2026 07:58 PM | Jennifer Roan, Partner, Adelfia CPAs | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a - email | Asked partner for proposed amended timetable dates for the FY24/25 examination of the Office of the Lieutenant Governor. | |
| Lisa Warden, Auditor V | 02/18/2026 12:47 AM | Jennifer Roan, Partner, Adelfia CPAs | No | jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov | n/a - email | Partner proposed amended timetable dates for the FY24/25 examination of Office of the Lieutenant Governor. | |
| Stacie Sherman, Auditor V | 02/18/2026 08:27 AM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov suralink | Christine sent me the signed contract amendment for the FY25 financial audit of the Treasurer's Office College Savings Program. | ||
| Stacie Sherman, Auditor V | 02/18/2026 08:35 AM | Bill Sarb, Partner, RSM | No | bill.sarb-at-rsmus.com
ssherman-at-auditor.illinois.gov | Bill sent the signed contract amendment for the FY23/24 compliance examination of the Illinois Department of Revenue back to me. | ||
| Jeanne Tschaika, Auditor V | 02/18/2026 10:58 AM | Jennifer Roan, Partner, Adelfia | No | N/A | Email: jsroan-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I emailed Jennifer and let her know the hours and rate proposed by her firm for the FY25 audit of ROE 44 were approved. | |
| Lisa Warden, Auditor V | 02/18/2026 12:24 PM | Jennifer Roan, Partner, Adelfia CPAs | No | Jennifer Roan 312-804-xxxx
Lisa Warden 217-370-xxxx | 19 minutes | Negotiated changes to the timetable amendment for the FY24/25 Lt. Governor examination. | |
| Christian Cortes, Auditor IV | 02/18/2026 02:38 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | E-mail and Suralink:
ccortes-at-auditor.illinois.gov ppelletier-at-bpc-cpa.com | N/A - Email and Suralink | I sent Paull the contract amendment, via Suralink and notified via email, for the FY24/25 Legislative Reference Bureau compliance examination for review and signature. |
| Jeanne Tschaika, Auditor V | 02/18/2026 03:49 PM | Lindsey Fish, Principal, Sikich | No | N/A | Email: jmichaud-at-auditor.illinois.gov
lindsey.fish-at-sikich.com | I emailed Lindsey to let her know that the hours and rate proposed by her firm for the FY22 audit of ROE 19 were approved. | |
| Christian Cortes, Auditor IV | 02/18/2026 03:51 PM | Paul Pelletier, Partner, Borschnack, Pelletier & Co. | No | N/A | Suralink
ccortes-at-auditor.illinois.gov ppelletier-at-bpc-cpa.com | N/A - Suralink | Paul provided me the signed contract via Suralink for he FY24/25 Legislative Reference Bureau compliance examination. |
| Jeanne Tschaika, Auditor V | 02/18/2026 04:12 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia | Email: jsroan-at-adelfiacpas.com
mbvalera-at-adelfiacpas.com jmichaud-at-auditor.illinois.gov | Jennifer proposed hours and rate for her firm to conduct the FY23 audit of ROE 4. | |
| Jeanne Tschaika, Auditor V | 02/19/2026 01:01 PM | Stella Marie Santos, Partner, Adelfia | No | N/A | Email: sbsantos-at-adelfiacpas.com
jmichaud-at-auditor.illinois.gov | I uploaded the FY25 contract for ROE 44 to Suralink for signature. | |
| Jeanne Tschaika, Auditor V | 02/19/2026 01:12 PM | Stella Marie Santos, Partner, Adelfia | No | N/A | Email: sbsantos-at-adelfia.cpas.com
jmichaud-at-auditor.illinois.gov | Stella signed uploaded the FY25 contract of ROE 44 to Sharefile. | |
| Andrea Alderman, Auditor IV | 02/19/2026 03:46 PM | Ana Ausan, Partner, Adelfia LLC | No | N/A | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | Ana provided proposed amended dates for the FY24/25 GAC compliance examination. |
| Stacie Sherman, Auditor V | 02/20/2026 02:15 PM | Bill Sarb, Partner, RSM | No | bill.sarb-at-rsmus.com
ssherman-at-auditor.illinois.gov Suralink | I sent Bill the final signed continuation amendment, for the Department of Revenue FY23/24 compliance examination, for his records. | ||
| Stacie Sherman, Auditor V | 02/20/2026 02:21 PM | Christine Torres, Partner, Crowe | No | christine.torres-at-crowe.com
ssherman-at-auditor.illinois.gov Suralink | I sent Christine the final signed amendment for the FY25 financial audit of the Office of the Treasurer - College Savings Program for their records. | ||
| Andrea Alderman, Auditor IV | 02/23/2026 08:14 AM | Ana Ausan, Partner, Adelfia LLC | No | N/A | Email:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | I provided Ana adjustments to her proposed dates. Ana accepted the adjusted dates at 10:56 am. |
| Jeanne Tschaika, Auditor V | 02/24/2026 12:12 PM | Stella Marie Santos, Partner, Adelfia | No | N/A | E-mail: jmichaud-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com | I uploaded the final signed contract for the FY25 audit of ROE 44 to Suralink. | |
| Stephanie Wildhaber, Auditor V | 02/24/2026 03:10 PM | Stella Santos, Managing Partner, Adelfia | No | Email:
swildhaber-at-auditor.illinois.gov and sbsantos-at-adelfiacpas.com | N/A | Stella sent me a revised timeline for the contract of FY24/25 compliance examination of the Illinois Emergency Management Agency - Office of Homeland Security. | |
| Andrea Alderman, Auditor IV | 02/25/2026 07:55 AM | Ana Ausan, Partner, Adelfia LLC | No | N/A | Email/Suralink:
aalderman-at-auditor.illinois.gov arausan-at-adelfiacpas.com | N/A | I provided Ana the FY24/25 GAC contract amendment #1 for review and signature. |
| Stephanie Wildhaber, Auditor V | 02/25/2026 08:25 AM | Stella Santos, Managing Partner, Adelfia | No | Email:
swildhaber-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com | I sent the amendment for the contract of the FY24/25 compliance examination of IL Emergency Management Agency - OHS for Stella's review and signature. | ||
| Stephanie Wildhaber, Auditor V | 02/25/2026 01:22 PM | Elda Arriola, Partner, Roth & Co. | No | Email:
swildhaber-at-auditor.illinois.gov earriola-at-rothcocpa.com | N/A | Elda sent me a revised timeline for the contract of the FY24/25 compliance examination of the Department of Public Health. | |
| Stacie Sherman, Auditor V | 02/25/2026 01:26 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | sbsantos-at-adelfiacpas.com
gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | I sent Stella and Gilda the contract amendment for the FY24/25 compliance examination of the Liquor Control Commission for signature. | |
| Stephanie Wildhaber, Auditor V | 02/25/2026 02:02 PM | Stella Santos, Managing Partner, Adelfia | No | Email:
swildhaber-at-auditor.illinois.gov sbsantos-at-adelfiacpas.com | Stella sent me the signed amendment for the contract of the FY24/25 compliance examination of the IL Emergency Management Agency - OHS. | ||
| Andrea Alderman, Auditor IV | 02/25/2026 02:49 PM | 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 #1 to me with the contractor information filled out and Contractor's signature. I acknowledged receipt at 3:06 pm. |
| Stacie Sherman, Auditor V | 02/25/2026 02:56 PM | Gilda Priebe, Partner, Adelfia | No | Stella Santos, Partner, Adelfia | sbsantos-at-adelfiacpas.com
gbpriebe-at-adelfiacpas.com ssherman-at-auditor.illinois.gov | Gilda sent back the signed contract amendment for the FY24/25 compliance examination of the Liquor Control Commission. | |
| Jeanne Tschaika, Auditor V | 02/25/2026 03:28 PM | Jennifer Roan, Partner, Adelfia | No | N/A | Phone - Jeanne 815-274-XXXX
Jennifer 312-804-XXXX | 6 minutes | I called to discuss with Jennifer the hours and rate proposed by her firm to audit the FY23 audit of ROE 4.
.. |
| Jeanne Tschaika, Auditor V | 02/25/2026 05:26 PM | Jennifer Roan, Partner, Adelfia | No | Mavie Valera, Partner, Adelfia | E-mail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com mbvalera-at-adelfiacpas.com | Jennifer replied to my question about the hours and rate proposed for the FY23 audit of ROE 4. | |
| Stephanie Wildhaber, Auditor V | 02/26/2026 12:15 PM | Elda Arriola, Partner, Roth & Co. | No | Email:
swildhaber-at-auditor.illinois.gov earriola-at-rothcocpa.com | I sent Elda the amendment to the contract for the FY24/25 compliance examination of the Department of Public Health for her review and signature. | ||
| Stephanie Wildhaber, Auditor V | 02/26/2026 12:45 PM | Elda Arriola, Partner, Roth & Co. | No | Email:
swildhaber-at-auditor.illinois.gov earriola-at-rothcocpa.com | Elda sent me the signed amendment for the contract of the FY24/25 compliance examination of the Department of Public Health. |