188448-0 sole-source-determination-Citrix Renewal.pdf

SOLE-SOURCE DETERMINATION MEMO

FOR SUPPLIES AND SERVICES

Date: 10/2/2026 Sole source number: S-10000-00018120

To: Kirk N. Rhoades, Designated Procurement Officer

ODHS Office of Contracts & Procurement

Requestor: Damon Welke

Agency/division: OHA/ODHS – Office of Information Services

Program/office: Customer Service and Support – Technology Operations

Contract specialist: Burke Barnett

Agency Sole source rule: Sole source authority:

DHS OAR 125-247-0275 OAR 125-246-0170(2)

DAS Delegation 649-11, as amended

OHA OAR 137-047-0275 ORS 413.033

Estimated total contract value: $845,817.40

Description of goods or services: Renewal of Citrix Universal for Hybrid Multi Cloud subscription licensing for 8,310 users, including continued access to Citrix hybrid and multicloud application and virtual desktop delivery capabilities. The renewal also includes NetScaler hardware replacement and support coverage for two 15K–50S Series appliances, along with 10 Rapid Adoption Services credits at no additional cost. The total renewal value is $845,817.40.

1. Background: This sole source justification applies to the purchase of:

a) This determination applies to the one-year renewal of the agency's existing Citrix

Universal for Hybrid Multi Cloud subscription and related NetScaler support/RMA coverage. The requested coverage term is October 27, 2026 through October 26, 2027 for the Citrix subscription and October 27, 2026 through March 1, 2028 for two NetScaler 15K-50S Series appliances. Future purchases may include additional Citrix subscription licenses, renewals, NetScaler support/RMA coverage, and related Citrix services if needed and authorized.

b) The purchase includes 8,310 Citrix Universal for Hybrid Multi Cloud subscription licenses, support/RMA renewal for two NetScaler 15K-50S Series appliances, and

10 Rapid Adoption Services credits at no additional cost. The subscription supports the agency's existing Citrix application and virtual desktop delivery environment.

c) The agency is seeking a sole-source/brand-name procurement method because the requested renewal must be compatible with the agency's existing Citrix environment and entitlements. Citrix licenses, subscription rights, and NetScaler

RMA coverage are proprietary to Citrix. A substitute product would not renew the existing Citrix entitlements or support the current NetScaler appliances and would require a separate platform replacement and migration.

2. Prospective contractor/vendor:

Legal entity name: Citrix Systems, Inc

DBA:

Address: 851 W. Cypress Creek Road, Fort Lauderdale, FL 33309, United

States

Contact person: Spencer Coan

Phone: 303-645-8841

Email: Spencer.Coan@arrow.com

Protests are due by 3:00 PM within seven (7) calendar days after the first date the notice is posted on OregonBuys. Protests via telephone will not be accepted. Protests must be sent via email to the following address:

Oregon Department of Human Services

Office of Contracts and Procurement

ATTN: Burke Barnett

Address: 500 Summer St NE Salem, OR 97302

Phone: 503-910-7821 Fax: 503-378-4324

Email: Burke.C.Barnett@odhsoha.oregon.gov

Agency reserves the right to purchase additional goods or services, and acknowledges that the services will include maintenance.

3. Written findings of fact (market research):

The findings below must include factual information supporting the determination that meet the sole source requirement in statute.

Pursuant to ORS 279B.075, Agency must conduct market research that supports the assertion that there is only one source that can provide the goods or services. Market research includes utilization of the internet, trade journals, agency vendor lists, professional organizations, studies, catalogs/industrial periodicals, vendor sources, yellow pages, etc.

For information technology contracts, any ownership or proprietary issues should be fully addressed with written documentation to support facts. [Attach supporting documentation, if applicable]

Agency must select at least one of the findings and prepare the determination as it specifically relates to the good or service being procured. More than one finding can be addressed. The findings are as follows:

Pursuant to ORS 279B.075 (2)(a): Provide findings supporting the determination that the efficient utilization of existing goods requires the acquisition of compatible goods or services from only one source. The agency currently operates a Citrix-based application and virtual desktop delivery environment with Citrix subscription entitlements and NetScaler 15K-50S Series appliances since 1995. Efficient utilization of those existing goods requires compatible Citrix Universal subscription licensing and Citrix NetScaler RMA coverage. The requested renewal maintains the existing platform, user access, configurations, and support path. Non-Citrix alternatives would not renew the existing Citrix entitlements or provide compatible

RMA coverage for the current appliances.

or

Pursuant to ORS 279B.075 (2)(b): Provide findings supporting the determination that the goods or services required for the exchange of software or data with other public or private agencies are available from only one source. [Enter supporting documentation] or

Pursuant to ORS 279B.075 (2)(c): Provide findings supporting the determination that the goods or services are for use in a pilot or an experimental project. [Enter supporting documentation] or

Pursuant to ORS 279B.075 (2)(d): Any other findings that support the conclusion that the goods or services are available from only one source. [Enter supporting documentation]

APPROVED:

By:

Signed by DPO electronically via OregonBuys

Kirk N. Rhoades or acting DPO

BRAND NAME DETERMINATION:

If a brand name is involved, Agency must also satisfy the requirements of OAR 125-247-

0691 by completing Attachment 1.

ATTACHMENT 1

DETERMINATION OF BRAND NAME SPECIFICATION

Requestor: Damon Welke

Agency/division: OHA/ODHS – Office of Information Services, herein after referred to as “Agency”

Program/office: Customer Service and Support – Technology Operations

Agency Brand name statute/rule: Brand name authority:

DHS OAR 125-247-0691 OAR 125-246-0170(2)

DAS Delegation 649-11, as amended

OHA ORS 279B.215 ORS 413.033

Total estimated cost: $845,817.40

1. Background: This sole source justification applies to the purchase of:

a) This determination applies to the renewal of the agency's existing Citrix Universal for Hybrid Multi Cloud subscription and related NetScaler support/RMA coverage. The requested coverage term is October 27, 2026 through October 26, 2027 for the Citrix subscription and October 27, 2026 through March 1, 2028 for two NetScaler 15K-50S Series appliances. Future purchases may include additional Citrix subscription licenses, renewals, NetScaler support/RMA coverage, and related Citrix services if needed and authorized. The agency has been using some form of Citrix remote service since 1995.

b) The product and services to be purchased are 8,310 Citrix Universal for Hybrid

Multi Cloud subscription licenses, NetScaler RMA renewal for two 15K-50S Series appliances, and 10 Rapid Adoption Services credits at no additional cost

c) The agency requires the Citrix brand because the renewal must interoperate with the agency's existing Citrix application and virtual desktop delivery environment, existing entitlements, and NetScaler appliances. A substitute product would not renew the current Citrix entitlements or provide compatible NetScaler RMA coverage and would require a separate replacement and migration project.

2. Brand name to be acquired:

Legal entity name: Citrix Systems, Inc

DBA:

Address: 851 W. Cypress Creek Road, Fort Lauderdale, FL 33309, United

States

Contact person: Spencer Coan

Phone: 303-645-8841

Email: Spencer.Coan@arrow.com

3. Findings to satisfy required standards:

Use of a brand name specification is unlikely to encourage favoritism in the awarding of public contracts or substantially diminish competition for public contracts because: The requirement identifies the existing Citrix products and technical functionality required for renewal.

or

Use of a brand name specification would result in substantial cost savings to the agency or the public because: [Provide total estimated cost savings to be gained and rationale for determining cost savings] or

There is only one manufacturer or seller of the product of the quality, performance or functionality required; because: Citrix is the sole manufacturer of the specified

Citrix Universal for Hybrid Multi Cloud subscription and Citrix NetScaler 15K-50S

Series products and the associated proprietary RMA service.

or

The efficient utilization of existing goods requires the acquisition of compatible goods or services because: The agency's existing production environment uses

Citrix application and virtual desktop delivery components and NetScaler appliances. Renewal of the Citrix subscription and NetScaler RMA coverage is necessary to preserve compatibility, existing entitlements, configurations, user access, and support. Replacing the platform would require a separate migration and would not be a compatible renewal of the existing goods.

FINDINGS

The findings are accepted, adopted, and incorporated by reference herein.