26-448DOIT-APP44-R-318413 JPMC Cloud Participation CPO Signed.pdf

Cooperative Participation Purchase Request Form

State of Illinois Chief Procurement Office for General Services Cooperative Participation Purchase Request Form v.26.1

Project Title JPMC NASPO PA Cloud Solutions BidBuy Requisition Number 26-448DOIT-APP44-R-318

Requesting Agency DoIT - Innovation and Tech

Section I - General Information

1. Is the requested supply/service offered on a CMS or DoIT statewide master contract? No

1.1. If the requested supply/service is offered on a CMS or DoIT statewide master contract, why isn't the agency using the CMS or DoIT statewide master contract?

CPO-GS has a statewide master for this that expires 9/15/2026

2. Explain why the agency is not conducting its own competitive procurement.

The Cloud and Software Solutions RFP conducted by the State of Utah was an extensive and highly competitive procurement. The solicitation received 290 proposals, resulting in 58 awarded vendors. This level of participation demonstrates a broad and open competitive environment that drives strong pricing through economies of scale and ensures access to top-tier, industry-leading providers.

By leveraging this cooperative contract, the State of Illinois benefits from:

• A fully competed, compliant, and robust solicitation that meets our own competitive thresholds.

• Significant time and cost savings by avoiding the need to duplicate an already comprehensive procurement process.

• Accelerated access to solutions that align with current technology needs, without delaying implementation

• Pricing advantages gained through a larger national buying pool that Illinois would be unlikely to achieve independently.

• Reduced administrative burden while still maintaining full compliance with state procurement standards.

For these reasons, utilizing this cooperative procurement vehicle represents the most efficient, cost-effective, and timely approach to meet the State’s cloud and software solution needs.

Section II - Cooperative Details (When used below, the term cooperative also includes federal agencies and consortiums.)

1. Name of Cooperative NASPO Valuepoint

2. Name of Lead Entity State of Utah

3. Cooperative Contract # LS4983

4. Vendor Name Carahsoft Technology Corporation

5. Lead Entity's Original Contract Start Date Sep 16, 2026 5.1. Lead Entity's Current Contract End Date 9/15/2036

6. Cooperative's Method of Source Selection RFP If other, provide here.

Section III - Agency Contract Information

1. Provide a detailed description of the supply or service required.

The State is in need of an contract vehicle to allow the purchase of cloud solutions, Software as a Service, application licensing, professional services including implementation, maintenance and operations for a multitude of different products used in the States information technology posture. The current Cloud Solutions Contracts all end on 9/15/2026. Other current contracts in place such as

State of Illinois Chief Procurement Office for General Services Cooperative Participation Purchase Request Form v.26.1

Project Title JPMC NASPO PA Cloud Solutions BidBuy Requisition Number 26-448DOIT-APP44-R-318

Requesting Agency DoIT - Innovation and Tech the 4 "TOPS" contracts do not meet all of the State's needs such as having the ability to provided deliverable and SOW based projects/ resources nor does it allow for the ability to get resources from the OEM or OEM certified resources. A TOPS SOW is a supplement the State’s staff/resources for a project. The SOW associated with a TOPS contract is not a negotiated SOW that has milestones, deliverables, and timelines for a completed project. TOPS does not allow the hand-off of an all-encompassing project for completion but is more of a supplement to the State’s existing teams. When the State needs temporary increase in staffing/headcount for a limited time, TOPS fills that gap.

The State also needs access to OEM resources, at times, because of the quality, experience, expertise and availability that OEM resources can provide. While TOPS vendors might be able to source high end resources, there is always a possibility they cannot. A lot of the TOPS contractors are very proficient in many areas, making them very valuable for contracting as they can fulfill many needs. Being an expert in one specific piece of software isn’t as valuable in a freelance contractor role but working directly for an OEM allows an individual to be an expert in that one specific field. They would have the insight, experience, resources, and expertise to handle the highest-level projects/issues. Most of the time, if resources are available, TOPS will fulfill the State’s needs (at a lower cost than an OEM resource) but if TOPS can not source the skill set needed, going to the OEM will have those skill sets available.

2. Will this purchase obligate the State to this vendor for future procurements such as maintenance, licensing or continuing need?

Yes No

2.1. If yes, provide details regarding future obligations and/or needs

3. Explain how the agency determined that this price is competitive in the market place.

This vendor serves as the primary government distributor for approximately 60 percent of mid- to large-scale software publishers within the public sector market. Their extensive portfolio and long-standing relationships with major software manufacturers provide them with volume-based purchasing advantages and preferred government pricing structures.

As a result, the vendor is consistently able to provide highly competitive pricing on a wide range of software products. Their position in the market allows them to aggregate demand across numerous jurisdictions, achieving cost efficiencies that individual agencies are generally unable to secure on their own. Additionally, their pricing history across multiple government entities demonstrates stable, market-aligned rates supported by national cooperative purchasing benchmarks.

For these reasons, the vendor’s proposed pricing is considered fair, reasonable, and reflective of the competitive conditions within the broader government technology marketplace.

4. Is this supply/service available on any other contract with another approved cooperative? Yes No

4.1. If yes, why did the agency select this contract?

The solicitation resulted in 56 total awards across a broad range of cloud and software solution providers. The Department of Innovation and Technology (DoIT) has been going through the contracts and evaluations to determine which awarded vendors are best suited for participation agreements. The selection process focuses on identifying vendors whose offerings most effectively align with the State’s current and future technology needs.

Key evaluation factors include:

• Breadth and depth of product offerings applicable to statewide IT initiatives.• Availability and quality of professional services necessary for implementation, integration, and ongoing support.

• Established partnerships and compatibility with software products and platforms already in use across Illinois agencies.

• The vendor’s ability to deliver scalable, enterprise-level solutions that meet existing architectural and security standards.

Based on this analysis, the recommended contract was chosen because it provides the most comprehensive combination of product coverage, service capability, and alignment with the State’s existing technology ecosystem. This ensures continuity, reduces integration risk, and enables the State to leverage solutions that can be deployed efficiently and cost-effectively.

State of Illinois Chief Procurement Office for General Services Cooperative Participation Purchase Request Form v.26.1

Project Title JPMC NASPO PA Cloud Solutions BidBuy Requisition Number 26-448DOIT-APP44-R-318

Requesting Agency DoIT - Innovation and Tech

5. Agency's Contract Start Date 9/16/2026 5.1. Agency's Contract End Date 9/15/2036

6. Is this an agency specific, joint purchase, or joint purchase master contract? JPMC - Joint Purchase Master Contract

6.1. If a joint purchase or joint purchase master contract, who are the intended users (agencies, qualified not-for-profits, governmental units)? All governmental units and qualified not-for-profits

7. What is the estimated value of the agency's contract? $200,000,000

8. The following documents are attached to the Requisition in BidBuy in relation to the awarded vendor:

IPG documents including Percentage of Ownership form Cooperative Contract

Small Business Set-aside Program Waiver (if applicable) Brand Name Only Form (if applicable)

Section IV - Business Enterprise Program

1. Enter the BEP goal percentage calculated for this purchase. 6

2. What percentage of the BEP goal did the vendor commit to fulfilling? 6

3. Select all that apply:

BEP goal setting form is complete and attached to the Requisition in BidBuy.

Utilization Plan is complete and attached to the Requisition in BidBuy (if applicable).

Good Faith Effort is complete and attached to the Requisition in BidBuy (if applicable).

Section V - Veterans Business Program

1. Enter the VBP goal percentage calculated for this purchase. 0

2. What percentage of the VBP goal did the vendor commit to fulfilling? 0

3. Select all that apply:

VBP goal setting form is complete and attached to the Requisition in BidBuy.

Utilization Plan is complete and attached to the Requisition in BidBuy (if applicable).

Good Faith Effort is complete and attached to the Requisition in BidBuy (if applicable).

State of Illinois Chief Procurement Office for General Services Cooperative Participation Purchase Request Form v.26.1

Project Title JPMC NASPO PA Cloud Solutions BidBuy Requisition Number 26-448DOIT-APP44-R-318

Requesting Agency DoIT - Innovation and Tech

APPROVAL SIGNATURES

Agency Procurement Officer Approval - The signature of the APO cannot be delegated or signed by a designee.

I examined the cooperative's process used to select the recommended vendor(s) and resulting pricing. I approve participation in this cooperative's award of this contract because it represents the best process for obtaining the required supplies/services, and is in the agency's best interest.

APO Signature

Printed Name Chris Brinkmeyer Title Agency Procurement Officer Date May 14, 2026

State Purchasing Officer's Recommendation

Based on my review of the information provided, it is in the best interest of the State to participate in this cooperative's award of this contract for the following reasons the agency is using a competitively procured contract, from an approved cooperative, to meet both its own needs and provide a statewide master contract to other permitted users with similar needs.

SPO's Signature

Printed Name Joshua Sergent Date Jun 26, 2026

Unified Procurement Program Review and Recommendation

Based on my review of the information provided, I concur it is in the best interest of the State to participate in this cooperative's award of this contract for the following reasons the competitively procured cooperative contract has favorable pricing and can meet the needs of the agency and other permitted users, statewide.

UPP Representative's Signature

Printed Name Andrew Hennig Date Jun 26, 2026

Chief Procurement Officer Approval

Based on my review of the information provided, I determine it is in the best interest of the State to approve this agency to award a contract from the qualified cooperative.

Pursuant to Section 2(a-5) of the Governmental Joint Purchasing Act, I authorize

State of Illinois Chief Procurement Office for General Services Cooperative Participation Purchase Request Form v.26.1

Project Title JPMC NASPO PA Cloud Solutions BidBuy Requisition Number 26-448DOIT-APP44-R-318

Requesting Agency DoIT - Innovation and Tech this joint purchase. This authorization extends to an amendment of the contract when the amendment is approved in writing by the State Purchasing Officer. Change orders will require written approval of the Chief Procurement Officer.

CPO's Signature

Printed Name Ellen H. Daley Date Jun 29, 2026

Cooperative Participation Purchase Request Form Page of State of Illinois Chief Procurement Office for General Services Cooperative Participation Purchase Request Form v.26.1 Section I - General Information

1.1. If the requested supply/service is offered on a CMS or DoIT statewide master contract, why isn't the agency using the CMS or DoIT statewide master contract?

2. Explain why the agency is not conducting its own competitive procurement.

Section II - Cooperative Details (When used below, the term cooperative also includes federal agencies and consortiums.)

Section III - Agency Contract Information

1. Provide a detailed description of the supply or service required.

2. Will this purchase obligate the State to this vendor for future procurements such as maintenance, licensing or continuing need?

2.1. If yes, provide details regarding future obligations and/or needs

3. Explain how the agency determined that this price is competitive in the market place.

4. Is this supply/service available on any other contract with another approved cooperative?

4.1. If yes, why did the agency select this contract?

8. The following documents are attached to the Requisition in BidBuy in relation to the awarded vendor:

Section IV - Business Enterprise Program

3. Select all that apply:

11.0.0.20130303.1.892433.887364 Section V - Veterans Business Program

3. Select all that apply:

APPROVAL SIGNATURES

Agency Procurement Officer Approval - The signature of the APO cannot be delegated or signed by a designee.

I examined the cooperative's process used to select the recommended vendor(s) and resulting pricing. I approve participation in this cooperative's award of this contract because it represents the best process for obtaining the required supplies/services, and is in the agency's best interest.

State Purchasing Officer's Recommendation in the best interest of the State to participate in this cooperative's award of this contract for the following reasons Unified Procurement Program Review and Recommendation it is in the best interest of the State to participate in this cooperative's award of this contract for the following reasons Chief Procurement Officer Approval in the best interest of the State to approve this agency to award a contract from the qualified cooperative.

this joint purchase. This authorization extends to an amendment of the contract when the amendment is approved in writing by the State Purchasing Officer. Change orders will require written approval of the Chief Procurement Officer.

By leveraging this cooperative contract, the State of Illinois benefits from:

• A fully competed, compliant, and robust solicitation that meets our own competitive thresholds.

• Significant time and cost savings by avoiding the need to duplicate an already comprehensive procurement process.

• Accelerated access to solutions that align with current technology needs, without delaying implementation

• Pricing advantages gained through a larger national buying pool that Illinois would be unlikely to achieve independently.

• Reduced administrative burden while still maintaining full compliance with state procurement standards.

For these reasons, utilizing this cooperative procurement vehicle represents the most efficient, cost‑effective, and timely approach to meet the State’s cloud and software solution needs.

The State also needs access to OEM resources, at times, because of the quality, experience, expertise and availability that OEM resources can provide. While TOPS vendors might be able to source high end resources, there is always a possibility they cannot. A lot of the TOPS contractors are very proficient in many areas, making them very valuable for contracting as they can fulfill many needs. Being an expert in one specific piece of software isn’t as valuable in a freelance contractor role but working directly for an OEM allows an individual to be an expert in that one specific field. They would have the insight, experience, resources, and expertise to handle the highest-level projects/issues. Most of the time, if resources are available, TOPS will fulfill the State’s needs (at a lower cost than an OEM resource) but if TOPS can not source the skill set needed, going to the OEM will have those skill sets available.

As a result, the vendor is consistently able to provide highly competitive pricing on a wide range of software products. Their position in the market allows them to aggregate demand across numerous jurisdictions, achieving cost efficiencies that individual agencies are generally unable to secure on their own. Additionally, their pricing history across multiple government entities demonstrates stable, market‑aligned rates supported by national cooperative purchasing benchmarks.

For these reasons, the vendor’s proposed pricing is considered fair, reasonable, and reflective of the competitive conditions within the broader government technology marketplace.

HERE: The solicitation resulted in 56 total awards across a broad range of cloud and software solution providers. The Department of Innovation and Technology (DoIT) has been going through the contracts and evaluations to determine which awarded vendors are best suited for participation agreements. The selection process focuses on identifying vendors whose offerings most effectively align with the State’s current and future technology needs.

Key evaluation factors include:

• Breadth and depth of product offerings applicable to statewide IT initiatives.• Availability and quality of professional services necessary for implementation, integration, and ongoing support.

• Established partnerships and compatibility with software products and platforms already in use across Illinois agencies.

• The vendor’s ability to deliver scalable, enterprise‑level solutions that meet existing architectural and security standards.

Based on this analysis, the recommended contract was chosen because it provides the most comprehensive combination of product coverage, service capability, and alignment with the State’s existing technology ecosystem. This ensures continuity, reduces integration risk, and enables the State to leverage solutions that can be deployed efficiently and cost‑effectively.