January 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.
Erica Oliver, Auditor III01/08/2026 12:00 PMJennifer Roan, Partner, Adelfia, LLCNoE-mail5 minutesDue to anticipated delays in completion of the engagement, the Firm proposed an amended timetable for the Dept. of Ag and IGIC FY24-25 audits
Jeanne Tschaika, Auditor V01/08/2026 12:07 PMAaron Donnelly, Partner, Roth & CoNoN/AE-mail: adonnelly-at-rothcocpa.com
jmichaud-at-auditor.illinois.gov		E-mailI uploaded the FY25 contract amendment for ROE 39 to Suralink.
Jeanne Tschaika, Auditor V01/08/2026 01:39 PMAaron Donnelly, Partner, Roth & CoNoN/AE-mail: jmichaud-at-auditor.illinois.gov
adonnelly-at-rothcocpa.com		EmailAaron signed and sent back the FY25 contract for ROE 39.
Stacie Sherman, Auditor V01/09/2026 09:56 AMSteven Bishop, Partner, Plante MoranNosteven.bishop-at-plantemoran.com
ssherman-at-auditor.illinois.gov		I requested Steven send me proposed amendment dates for the FY25 financial audit, single audit and compliance examination of Western Illinois University.
Jeanne Tschaika, Auditor V01/12/2026 07:56 AMAaron Donnelly, Partner, Roth & CoNoN/AE-mail: jmichaud-at-auditor.illinois.gov
adonnelly-at-rothcocpa.com		EmailI uploaded the final signed contract amendment 1 for the FY25 audit of ROE 39 to Suralink.
Lisa Warden, Auditor V01/13/2026 05:22 PMJennifer Roan, Partner, AdelfiaNoJSRoan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov		emailDue to delays in completion of the engagement ,OAG manager proposed amended timetable dates for the FY24/25 compliance examination of the Office of the Governor.
Lisa Warden, Auditor V01/13/2026 05:39 PMJennifer Roan, Partner, AdelfiaNoJSRoan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov		emailPartner agreed to the proposed amended timetable dates for the FY24/25 examination of the Office of the Governor.
Erica Oliver, Auditor III01/14/2026 12:00 AMJennifer Roan, Partner, Adelfia, LLCNoE-mail5 minutesI notified Ms. Roan that the contract amendments have been approved for the Dept of Ag and IGIC FY24/25 audits. Ms. Roan signed and returned the amendments to me.
Lisa Warden, Auditor V01/14/2026 06:10 PMStella Santos, Partner, AdelfiaNoJennifer Roan, Partner, Adelfiasbsantos - at - adelfiacpas.com
jsroan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov		emailNotified managing partner that contract amendment has been approved with the revised timetable agreed upon with audit partner for the FY24/25 compliance examination of the Office of the Governor.
Lisa Warden, Auditor V01/14/2026 07:44 PMAna Ausan, Partner, Adelfia LLCNoarausan - at - adelfiacpas.com
lwarden - at - auditor.illinois.gov		emailPartner agreed to proposed dates for the timetable amendment for the FY24/25 examination of the General Assembly.
Lisa Warden, Auditor V01/15/2026 03:00 PMAna Ausan, Partner, AdelfiaNoAna Ausan 312-451-xxxx
Lisa Warden 217-370-xxxx		25 minutesDiscussed delays, reason, how to wrap up despite outstanding requests, and expected timeframe for completion. Partner agreed to send me proposed amended timetable dates for the FY24/25 examinations of the Senate and House.
Lisa Warden, Auditor V01/15/2026 03:54 PMAna Ausan, Partner, AdelfiaNoARAusan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov		emailPartner sent proposed amended timetable dates for the FY24/25 examination of the General Assembly engagement.
Lisa Warden, Auditor V01/15/2026 04:50 PMAna Ausan, Partner, AdelfiaNoARAusan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov		emailI counter-proposed amended timetable dates for the FY24/25 examination of the General Assembly.
Lisa Warden, Auditor V01/15/2026 05:38 PMAna Ausan, Partner, AdelfiaNoARAusan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov		emailPartner counter proposed different amended dates for the FY24/25 examination of the General Assembly.
Lisa Warden, Auditor V01/15/2026 06:08 PMAna Ausan, Partner, AdelfiaNoARAusan - at - adelfiacpas.com
LWarden - at - auditor.illinois.gov		emailOAG manager noted that concerns with proposed dates haven't been fully addressed and counter-proposed different timetable amendment dates for the FY24/25 General Assembly engagement.
Evan Johnson, Auditor IV01/21/2026 01:45 PMPaul Pelletier, PartnerNoJessica Witvoet, Managerppelletier - at - bpc-cpa.com
ejohnson - at - auditor.illinois.gov		EmailWe discussed audit delays and plans to receive outstanding requests. I requested Paul send me the proposed amended timetable dates for the FY24/25 examination of the Educational Labor Relations Board.
Jeanne Tschaika, Auditor V01/27/2026 06:15 PMKimberly Walker, Partner, Kemper CPANoN/AEmail: kwalker-at-kempercpa.com
jmichaud-at-auditor.illinois.gov		EmailKimberly uploaded contracting documents for the FY25 contract of ROE 30 to Suralink.
Jeanne Tschaika, Auditor V01/28/2026 03:03 PMJennifer Roan, Partner, AdelfiaNoN/AE-mail -jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com		Emails over the course of 1 hour and 17 minutes.For the FY24 contract of ROE 49 I asked Jennifer for corrected forms and negotiated hours and rate.
Jeanne Tschaika, Auditor V01/29/2026 12:20 PMJennifer Roan, Partner, AdelfiaNoN/AEmail: jmichaud-at-auditor.illinois.gov
jsroan-at-adelfiacpas.com		EmailI emailed Jennifer and let her know her hours and rate for the FY24 audit of ROE 49 were approved.
Tricia Wagner, Audit Director01/29/2026 03:25 PMTricia Wagner, Performance Audit DirectorNoLeilani Rodrigo, Partner, Galleros RobinsonEmail: twagner-at-auditor.illinois.gov; lrodrigo-at-gallerosrobinson.comI emailed Ms. Rodrigo requesting a Best and Final Offer for RFPs 26-01 and 26-03.
Tricia Wagner, Audit Director01/29/2026 03:25 PMTricia Wagner, Performance Audit DirectorNoStella Marie Santos, Partner, AdelfiaEmail: twagner-at-auditor.illinois.gov; sbsantos-at-adelfiacpas.comI emailed Ms. Santos requesting a Best and Final Offer for RFPs 26-01 and 26-03.
Jeanne Tschaika, Auditor V01/29/2026 03:58 PMStella Marie Santos, Partner, AdelfiaNoN/AEmail: jmichaud-at-auditor.illinois.gov
sbsantos-at-adelfiacpas.com		EmailI uploaded the FY24 contract for ROE 49 to Suralink for Stella to sign.
Tricia Wagner, Audit Director01/29/2026 05:45 PMTricia Wagner, Performance Audit DirectorNoLeilani Rodrigo, Partner, Galleros RobinsonEmail: twagner-at-auditor.illinois.gov; lrodrigo-at-gallerosrobinson.comReceived a Best and Final Offer for RFPs 26-01 and 26-03.
Tricia Wagner, Audit Director01/29/2026 05:55 PMTricia Wagner, Performance Audit DirectorNoStella Marie Santos, Partner, Adelfia; Jennifer Roan, Partner, AdelfiaEmail: twagner-at-auditor.illinois.gov; sbsantos-at-adelfiacpas.com; jsroan-at-adelfiacpas.comReceived a Best and Final Offer for RFPs 26-01 and 26-03.
Evan Johnson, Auditor IV01/30/2026 09:00 AMPaul Pelletier, PartnerNoJessica Witvoet, Managerppelletier - at - bpc-cpa.com
ejohnson - at - auditor.illinois.gov		EmailPartner sent proposed amended timetable dates for the FY24/25 examination of the Educational Labor Relations Board.