25-1089_Pre-Proposal Meeting Microsoft TEAMS Meeting Chat Screenprint_Bond Underwiting Services.docx
DOCX document 15 KB Posted
- Attached to
- RFP- Bond Underwriting Services
- Solicitation number
- 26-557THA-FINAN-B-51492
- Issued by
- Illinois
About this file
This document is a Microsoft Teams meeting chat screenshot from a pre-proposal meeting conducted by the State of Illinois regarding an RFP for Bond Underwriting Services. The meeting facilitated discussion between state representatives and prospective vendors interested in establishing contracts within a pool of qualified municipal bond senior underwriters. The RFP seeks to identify underwriters meeting or exceeding mandatory requirements specified in the solicitation documents. Written vendor questions were required to be submitted by 5:00 p.m. on August 6, 2026, to smtaylor@getipass.com. Per CPO Notice 2020.06, all submissions must be submitted electronically; paper responses are not accepted.
The chat screenshot captures real-time dialogue and clarifications exchanged during the pre-proposal meeting, providing prospective bidders with insights into state expectations and technical requirements for the bond underwriting services contract. This pre-proposal meeting served as an opportunity for vendors to ask questions and receive guidance prior to proposal submission, ensuring a clear understanding of the scope and evaluation criteria before committing resources to their proposals.
View the file
Other files
Show all 17
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Teresa Cuevas, Stern Brothers & Co., BEP Certified Sandrine Maurice (Barclays) Jaclyn Mahoney - TRB Capital Markets Chris Crump Academy Securities Sarah Kim (Barclays) Anthony Kinsey - Ramirez & Co., Inc. (BEP Certified) Jose J. Franco - American Veterans Group, PBC Sally Howe-Barclays Amar Paratusic - Cabrera Capital Markets LLC (BEP Certified) Joyce Opinsky - Stern Brothers (BEP Certified) Jennifer Wright, Raymond James Matt Bernstein - Truist Securities Joan Savage, Mesirow Financial, Inc.
Thomas Huettl - Piper Sandler Bobby Zizka - Academy Securities (BEP Certification Pending) Jean-Luc Theard, PNC Xander Yang, PNC Capital Markets LLC Alexander Khazaneh - Cabrera Capital Markets LLC (BEP Certified) Jane Ott North South Capital (BEP certified) Logan Nash, PNC Pablo Torres - Ramirez & Co., Inc. (BEP Certified) Nico Antieri - Mischler Financial Group (BEP Certified) James Carter - Academy Securities (BEP Certification Pending) Leslie Song, Huntington Capital Markets Mike Fadel, Siebert Williams Shank (BEP Certified) If you are not able to add your name, company information in the chat, please send your information to the Solicitation contact SMTaylor@getipass.com.
Please remember to mute yourself when you are in this meeting. Thank you Thank you for joining us today. Please add your name, company and also if you are a Prime Vendor or Sub and if you have BEP/VET designations to the chat.
This recording, slide deck, attendance and chat will be uploaded to BidBuy as an addendum in the next 48 hours. Thank you for your interest in our solicitation.
File details come from the government source that posted it. Updated .