RFP Package

INTEGRATED, ELECTRONIC ENTERPRISE TMS

RFP ID: 370-600-20-004PROPOSAL DUE DATE: March 13, 2020

11/7/2019 2

TREASURER’S ORGANIZATIONAL

CHART

Executive StaffTreasurer

Chief Internal Auditor

Leighann Manning

Treasurer’sPersonnel Review

Board

Treasurer’sInvestment Board

Chief of StaffG. Allen Mayer

ILLINOIS STATE TREASURERMichael W. Frerichs

Advisory Committees

Executive StaffTreasurer - Chief of Staff

Chief of StaffAllen Mayer

Chief Legislative & Policy Officer

Catherine Shannon

Deputy Treasurer

&Chief Investment

OfficerRodrigo Garcia

ChiefTechnology

OfficerKaren Larson

Chief Communications

& Civic Engagement

OfficerParis Ervin

Doyle

Chief Financial Products Officer

Fernando Diaz

General Counseland Ethics

OfficerChris Flynn

(acting)

Chief Operating Officer

Aimee A. Pine

Director of Scheduling

Chelsea Lindeman

Senior Staff Exec AsstStephanie Goebel

Investments, Banking and FinanceTreasurer - Chief of Staff- Deputy Treasurer&Chief Investment Officer

Deputy Treasurer & Chief Investment Officer

Rodrigo Garcia

Director of Fiscal

OperationsDeborah

Miller

Director State

Investments &

BankingLiz

Turner

Director of ePay and IL Funds Johanna

Perez

Director IPTIP

InvestmentsJack

Weisenborn

Director of Portfolio &

Risk Analytics

Angel Herrera

Deputy Director IPTIP

InvestmentsBrenton Siemons

Senior Credit Risk Analyst

Rebecca FritchmanShannon Harris

Corporate Responsibility

& Inv Ops Project

CoordinatorRekha Vaitla

Director Investment

Analysis Due

DiligenceJoseph Aguilar

Director Corporate

Engagement & Invest Ops

Max Dulberger

Sr. Staff Executive Asst.

Janira Clark

Investment Analystvacant

Sr. Investment

Analystvacant

Senior Advisor

Kara HighfillDeborah Graham

Investment Analyst Diversity & Investment

Gerardo Martinez

DeputyDirector

Investment Analysis

Due Diligence

Jubril Durojaiye

LegalTreasurer - Chief of Staff- General Counsel and Ethics Officer

GENERAL COUNSEL AND ETHICS OFFICER

Chris Flynn - Acting

Assistant General CounselJennifer Olaya

Joanna CollBarbara Delano

vacant

Deputy Chief Procurement Officervacant

Chief Procurement OfficerMaria Oldani

Executive AssistantRenita Darnell

Legal Division Administrator

Chrystal Parsons

Deputy General Counsel

Laura DuqueGwendolyn Drake

Communications & Civic EngagementTreasurer - Chief of Staff- Chief Communications & Civic Engagement Officer

CHIEF COMMUNICATIONS & CIVIC ENGAGEMENT OFFICERParis Ervin Doyle

Deputy Communications

OfficerGreg Rivara

Press AssistantRebecca Markley Manager

of Civic Engagement

Sharon Howard -Garchitorena

Digital DirectorMichael Sobczak

Print Shop ManagerMatt Craig

Communications SpecialistTravis Collins

Senior AdvisorBryan Echols

Legislative & PolicyTreasurer - Chief of Staff- Chief Legislative & Policy Officer

CHIEF LEGISLATIVE & POLICY OFFICERCatherine Shannon

Deputy Director of

Legislative AffairsSheleda Doss

Sara Meek

Senior AdvisorVacant

Director of Financial Education

Nikki Giancola

Director of Charitable Trust

Alex Armour

Program Manager Invest in Illinois AG InvestRebecca Huston

Invest in Illinois Program

Coordinatorvacant

Director of PolicyLaura Williams

Information TechnologyTreasurer - Chief of Staff- Chief Technology Officer

CHIEF TECHNOLOGY OFFICERKaren Larson

Sr. IT Manager - Security and Infrastructure

Jason Kates

IT DeveloperBrian Irving

vacant

Sr. IT ManagerAmy Edwards

Business AnalystJim Curran

IT Client Support Supervisor

Austin Aleria

Network AnalystGary Boston

Business AnalystJeleta Robinson

(contractual)

SharePoint Developer

Cameron YatesLaura Durbin(contractors)

Sr. IT DeveloperThiri Aung

.Net DeveloperBlake Denherder

(contractor)

Applications Support Specialist

John Hibbs

Project ManagerAlan Duncan

Network Support Tech

Donald Mehsling

IT Security Manager

Joseph Daniels

Information Systems Analyst II

vacant

Sr. Network AnalystDawid Pabian

Network AnalystGabriel Kandukuri

(contractor)

ContractorSusan Kunz

Financial ProductsTreasurer - Chief of Staff - Chief Financial Products Officer

CHIEF FINANCIAL PRODUCTS OFFICERFernando Diaz

Director of ABLE ILJ.J. Hanley

Deputy Director College Savings

vacant

Director of Illinois Secure ChoiceCourtney Eccles

Deputy Director Illinois Secure Choice

Ashlee Gabrysch

Manager of ABLERosemary Laudani

Manager of College Savings

Marlyn Flores

Senior Advisorvacant

SchedulingChief of Staff- Director of Scheduling

DIRECTOR OF SCHEDULING Chelsea Gillogly

Assistant Director of Scheduling Blaise Bernardi

Emma Juby

Scheduling CoordinatorConnor Sloan

Paul FaraciConsultant

(contractual)

Internal AuditTreasurer - Chief Internal Auditor

CHIEF INTERNAL AUDITORLeighann Manning

Senior Internal Auditor Eric Williams

Internal Auditor Alex Deal

Civic EngagementChief Communications & Civic Engagement Officer- Director of Civic Engagement

Director of Civic EngagementVacant

Community Affairs SpecialistJeffery DrabeThomas Gary

Bonnie JeffersonParis McConnell

Alice MoralesGladys Piper

Daniel PogorzelskiJoan Riano-Chacon

LaVonte Stewart

Manager of Civic EngagementSharon Howard-Garchitorena

Marketing RepresentativeBarb Chalko

Michelle ChavezJoseph McNicholasAndrew Heffernan

Staff AssistantTim Coleman

Asst Mgr Civic Engagement

Blaise Bernardi

Community Affairs Specialist

Lisa BadgerDustin MorrisonPatrick O’Brien

vacant

OperationsTreasurer - Chief of Staff- Chief Operating Officer

Chief Operating OfficerAimee A. Pine

Manager Human

Resources

Matt Kisling

Director of Human

ResourcesVACANT

Chicago Office ManagerVeronica

Oganovich

Executive Assistant

Miguel Carlon

Operations Office Manager

UPMelissa

Macomber

Director of Unclaimed Property

and Compliance

Roxanna Hollenstine

Facilities Manager

Tyler Hanners

Storekeeper IBrian Flinn

Operations Associate

Danny Kern

Director of Public AffairsDavid Clarkin

Executive Assistant Capitol

ReceptionPatricia Dawson

Office Coordinator

Monroe Building

Rhonda Merritt

Human Resources Specialist

Lana Peterson

Unclaimed PropertyTreasurer - Chief of Staff- Chief Operating Officer - Director of Unclaimed Property & Compliance

DIRECTOR OF UNCLAIMED PROPERTY & COMPLIANCERoxanna Hollenstine

MANAGER FOR CLAIMSStephanie Ratliff

MANAGER FOR COMPLIANCERick Cory

MANAGER OF VAULT SECURITY

Vacant

MANAGER OF

SECURITIESBrian Durr

Administrator of Reporting & SecuritiesJeff Wininger

Office Associate

Jeremy BiggersDennis FisherJuan GonzalezvacantKristi NeumanDave PowellVacantvacant

Office CoordinatorJo Ellen Ackerman

Office AssistantJennifer CoxScott LeaveyTana Hupp

Office Specialist

CharlotteBricklerRichard CarverJenifer IrvingCarolyn KoehlerCoty LyonsAngel PittsBailey SandsShawn WhiteAndrew Young

Office AdminSpecialistStephanie RatliffLori VassmerCorey Prunty

Office CoordinatorPattie BeachCarrie BentonLisa Livingston Bev SaboAmanda Sturgisvacantvacant

Sr.SecuritiesSpecialistChris Vespa

ADVOCACY DIRECTOR

vacant

Examinations Audit Manager

Ashton Kulavic

Unclaimed Property ExaminerSpringfield –Otto HuberChicago – Jonathan Talarico

Contractual EmployeeDan Keller

Staff AssistantJim Wozny

Sr. Vault Security & Ops SpecialistRonald Boerke

Vault Security & Ops Specialist Melissa CarverMegan LayendeckerMike Paulauskis

11/7/2019 16

Budget ManagerKyle Looby

Deputy Director Fiscal OperationsWes Howerton

Accountant IIMike Binegar

Stefanie MunosKathy West

DIRECTOR OF FISCAL OPERATIONSDeborah Miller

Statewide Accounting ManagerApril Woerner

Agencywide Accounting ManagerElizabeth Owens

Fiscal OperationsTreasurer - Chief of Staff- Deputy Treasurer & Chief Investment Officer- Director of Fiscal Operations

Accountant IITim Shipp

Accountant IRebecca Hamilton

Kristi Schulte

Senior Accounting Specialist

Juston Triplett

Financial Accountant

Jamie Usherwood

Accountant IDana Bostwick

Allison Montney

Accountant IIKathy Painter

Senior Accounting Specialist

Sandy Huffman

Portfolio Investments Cash Management Officer

vacant

DIRECTOR OF STATE INVESTMENTS & BANKINGLiz Turner

Accountant IITawnya McCann

Manager Banking OperationsJustin Dietrich

State Investments & BankingTreasurer - Chief of Staff- Deputy Treasurer-Chief Investment Officer- Director of State Investments &

Banking

Deputy Director State Investments & Bankingvacant

Manager Investment OperationsJennifer Goodrich

Accountant IBob WalkupDave LehmanDawn GwinnNelida Ramirez

Accountant II (Treasury Operations)April Womack

Accountant I (Treasury Operations)Linda StuanDebra Miller

Senior AccountantKen Heuman

Illinois Funds & E-Pay Operations Treasurer - Chief of Staff- Deputy Treasurer-Chief Investment Officer - Director of E-pay & Illinois Funds

DIRECTOR OF E-PAY & ILLINOIS FUNDSJohanna Perez

ePay Relationship Manager

vacant

Illinois Funds Operations &

Compliance ManagerZach Sweet

ePAY Operations Manager

Denise McClung

Deputy Director E-Pay Illinois FundsAndy Schacht

Participant Services Specialist

Georgia BrahosJaleesa Davis

Participant Services Specialist

Kristen SchoneTierra CrumbleBailey Koebler

ePay IL Funds Project Manager

Leona Shannon