25-1089_Pre-Proposal Conference Sign in Sheets_Bond Underwriting Services RFP 1 of 3.pdf
PDF 174 KB Posted
- Attached to
- RFP- Bond Underwriting Services
- Solicitation number
- 26-557THA-FINAN-B-51492
- Issued by
- Illinois
About this file
This is a Pre-Proposal Conference Sign-In Sheet for the State of Illinois RFP for Bond Underwriting Services, documenting attendees at the first of three scheduled bidders' conferences. The RFP seeks to establish contracts with a pool of qualified municipal bond senior underwriters that meet or exceed mandatory requirements specified in the solicitation. The State of Illinois, operating under CPO Notice 2020.06, requires all submissions to be made electronically, with paper responses not accepted. Written vendor questions were due by 5:00 PM on August 6, 2026, and should be submitted to smtaylor@getipass.com. The pre-proposal conference provided an opportunity for potential bidders to clarify requirements and ask questions prior to submitting proposals.
The sign-in sheet serves as documentation of which firms and individuals attended the pre-proposal conference, establishing a record of participation and engagement with the solicitation process. As a pre-proposal conference attendance document, this sheet does not contain pricing terms, contract amounts, set-asides, or other substantive contract terms, but rather functions as an administrative record of the bidders' conference proceedings for the Bond Underwriting Services RFP.
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PRE-SUBMISSION CONFERENCE SIGN-IN
V.20.1 Page of
ATTENDEES
PLEASE PRINT CLEARLY
NAME AND TITLE
COMPANY REPRESENTED
TELEPHONE
EMAIL ADDRESS
NAME AND TITLE
COMPANY REPRESENTED
TELEPHONE
EMAIL ADDRESS
STATE EMPLOYEES IN ATTENDANCE
11.0.0.20130303.1.892433.887364
| CurrentPage: |
| PageCount: |
| BidDescription: Bond Underwriting Services |
| BBNumber: B-51492 |
| SolPubDate: 2026-07-27 |
| DueDate: 2026-08-28 |
| VCDateTime: August 4, 2026 01:00PM |
| ConfLocation: Microsoft TEAMS Meeting |
| DropDownList1: Not Mandatory |
| TextField1: Teresa Cuevas Stern Brothers & Co., BEP Certified |
| TextField1: Bobby Zizka Academy Securities (BEP Certification Pending) |
| TextField1: Jean-Luc Theard PNC |
| TextField1: Xander Yang PNC Capital Markets LLC |
| TextField1: Alexander Khazaneh Cabrera Capital Markets LLC (BEP Certified) |
| TextField1: Jane Ott North South Capital (BEP certified) |
| TextField1: Logan Nash PNC |
| TextField1: Elizabeth Boyd |
| TextField1: Michael McIntyre |
| TextField1: Tamela Reed-McClinton |
| TextField1: Gardenia Rangel |
| TextField2: Sandrine Maurice (Barclays) |
| TextField3: Jaclyn Mahoney TRB Capital Markets |
| TextField4: Chris Crump Academy Securities |
| TextField5: Sarah Kim (Barclays) |
| TextField6: Anthony Kinsey Ramirez & Co., Inc. (BEP Certified) |
| TextField7: Sally Howe Barclays |
| TextField8: Jose J. Franco American Veterans Group, PBC |
| TextField9: Amar Paratusic Cabrera Capital Markets LLC (BEP Certified) |
| TextField10: Joyce Opinsky Stern Brothers (BEP Certified) |
| TextField11: Jennifer Wright Raymond James |
| TextField12: Matt Bernstein Truist Securities |
| TextField13: Joan Savage Mesirow Financial, Inc. |
| TextField14: Thomas Huettl Piper Sandler |
| TextField14: Donielle Hines |
| TextField14: Consuelo Ponce |
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