25-1089_Pre-Proposal Conference Sign in Sheets_Bond Underwriting Services RFP 2 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-Submission Conference Sign-In Sheet for the State of Illinois's Request for Proposal for Bond Underwriting Services (BB Number B-51492). The RFP seeks to establish contracts with a pool of qualified municipal bond senior underwriters that meet or exceed the mandatory requirements specified in the solicitation. The pre-proposal conference was held on August 4, 2026, at 1:00 PM via Microsoft Teams Meeting and was not mandatory for attendance. Written vendor questions must be submitted by 5:00 PM on August 6, 2026, to smtaylor@getipass.com. The RFP was published on July 27, 2026, with a response due date of August 28, 2026. All submissions must be made electronically, as paper responses are not accepted pursuant to CPO Notice 2020.06.

The sign-in sheet documents attendance from multiple financial services firms and bond underwriting companies, including Stifel, Nicolaus & Company, BofA Securities, Siebert Williams Shank, Goldman Sachs, Loop Capital, Jefferies LLC, Mischler Financial Group, and Academy Securities, among others. Several attendees represent businesses with BEP (Business Enterprise Program) certification or pending certification, indicating a focus on certified business participation. The document lists 25 attendees with their titles, company affiliations, telephone numbers, and email addresses, reflecting significant industry interest in the opportunity.

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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
25-1089_Attachment C References_Bond Underwriting Services.pdf PDF
25-1089_Pre-Proposal Conference Sign in Sheets_Bond Underwriting Services RFP 1 of 3.pdf PDF
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
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: Pablo Torres Ramirez & Co., Inc. (BEP Certified)
TextField1: Sophia Ford Stifel, Nicolaus & Company, Incorporated fords@stifel.com
TextField1: Rosemary Sammarco Stifel, Nicolaus & Company, Incorporated sammarcor@stifel.com
TextField1: Antti Suhonen, BofA Securities, Inc. antti.suhonen@bofa.com
TextField1: Rushda Mustafa BofA Securities, Inc. rushda.mustafa@bofa.com
TextField1: Rose Coughlin BofA Securities, Inc. rose.coughlin@bofa.com
TextField1: Collin Teague Siebert Williams Shank & Co., LLC cteague@siebertwilliams.com
TextField1: Gwendolyn Wingrey
TextField1: Gilletta Stewart
TextField2: Nico Antieri Mischler Financial Group (BEP Certified)
TextField3: James Carter Academy Securities (BEP Certification Pending)
TextField4: Leslie Song Huntington Capital Markets
TextField5: Mike Fadel, Siebert Williams Shank (BEP Certified)
TextField6: Riley Benz Goldman Sachs Riley.Benz@gs.com
TextField7: Matthew Webb Loop Capital matthew.webb@loopcapital.com
TextField8: John Gust Jeffries LLC jgust@jefferies.com
TextField9: Jeremy Newston, Stifel, Nicolaus & Company, Incorporated newstonj@stifel.com
TextField10: Omar Daghestani Stifel, Nicolaus & Company, Incorporated dashestanio@stifel.com
TextField11: Claude Lockhart Stifel, Nicolaus & Company, Incorporated LockhartC@stifel.com
TextField12: Christopher Valentino Stifel, Nicolaus & Company, Incorporated valentinoc@stifel.com
TextField13: Kyle Rosen Stifel, Nicolaus & Company, Incorporated rosenk@stifel.com
TextField14: Brett Knorr Stifel, Nicolaus & Company, Incorporated knorrw@stifel.com
TextField14: Brittany Tatum

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