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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25-1089_Addendum 1_Pre-Proposal and Bid Opening Details_Bond Underwriting Services RFP.pdf PDF
Request for Proposal Offer to the State of Illinois.pdf PDF
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Commitment to Diversity Vendor Answer Sheet.pdf PDF
Attachment A_ Certificate of No Change.pdf PDF
25-1089_Attachment B Pricing Document Tollway Projected Bond Issuance 2026-2035_Bond Underwriting_FINAL.xlsx XLSX spreadsheet
Commitment to Diversity Vendor Guidance~4.pdf PDF
BEP Utilization Plan v.26.1~2.pdf PDF
25-1089_Pre-Proposal Conference Sign in Sheets_Bond Underwriting Services RFP 3 of 3.pdf PDF
IPG Active Registered Vendor Disclosure Formerly Forms B~2.docx DOCX document
25-1089_ Pre-Proposal Meeting Attendance Report_Bond Underwriting Services.xlsx XLSX spreadsheet
25-1089_Pre-Proposal Conference Sign in Sheets_Bond Underwriting Services RFP 2 of 3.pdf PDF
Bond Underwriting Services Pre-Proposal Meeting-20260804_130014-Meeting Recording.mp4 MP4 file
25-1089_Addendum 2_Pre-Proposal Meeting and Attendance Register_Bond Underwiting Services.pdf PDF
25-1089_Pre-Proposal Meeting Microsoft TEAMS Meeting Chat Screenprint_Bond Underwiting Services.docx DOCX document
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Vendor Disclosure Formerly Forms A~2.docx DOCX document
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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

File details come from the government source that posted it. Updated .