27-448DOIT-INFOT-B-53902 SSJF Part I~1.pdf

Sole Source Justification Form

Bulletin Reference Number 27-448DOIT-INFOT-B-53 902

Requesting Agency/University Department of Innovation and Technology

Sole Source Justification Form - Part I

Section I - General Information

Department/Bureau/Section: Department of Innovation and Technology

Need Identified Date: IAug 7, 2026 Supply/Service Need By Date: �lo_c _t _23_ ,_ 2_0_26 ____ �

Project Title: I Precisely Finalist Software

Vendor: I Precisely Software

Provide a description of the supplies or services required: 3 Year Precisely Finalist Software License

Value: �IA_c _tu_ a_l _______ �I Value of Initial Term, this Change Order or Amendment: �l6_1_0_,4 _s_o_.7 _7 ________ �

Will this Sole Source amend a Professional or Artistic Services contract? D Yes [gJ No

*Sole Source may not be used for amendments for Professional or Artistic Services if the amendment would increase the value by more than 5% of the initial award or extend the term by more than 60 days.

Type: lone-Time Amendment or Change Order

Section II - Proposed Term

D One-Time Purchase [gJ Term Contract

Estimated Contract Begin Date: IJul 3 1, 2026

Estimated Contract End Date: IJul 3 0, 2029

Number of Potential Renewals: �lo ___________ _, Length of Each Renewal in Months: �lo __________ _

Total Value of All Renewals: �lo __________ _ If a Term Contract, does the term, including renewals, exceed 12 months? [gJ Yes D No

If yes, provide a detailed justification including any economic benefit received for agreeing to a multi-year term:

This 3 Year Term Precisely Finalist Software Contract locks in pricing to avoid annual escalators as well as terminating two separate agreements, simultaneously, leading to one agreement to be considered in 2029 for included items.

Section Ill - Funding Source

Select the type of funding to be used (Check all that apply): � State Appropriate Funds D Federal Funds D Other (Explain):

Section IV - Sole Source Justification

This purchase is economically only available from a single source primarily because it is: (If "Other" explain in one sentence) Critical Changes to the Existing Contract are Necessary and Best Accomplished by the Contract Holder

Are there secondary justification(s) for this sole source? D Yes [gJ No

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Bulletin Reference Number I 27-448DOIT-INFOT-B-53902

Requesting Agency/University Department of Innovation and Technology

Section V - Purchase History

Has the Agency or University Purchased these supplies or services in the past? IZ] Yes D No

Term Term From Term To Value Description Contract Number

7/01/2007 6/30/2008 125,796 1 Year License with Maintenance CIC8240100

2 10/15/2008 6/30/2011 469,140 3 Year License with Maintenance CIC597220

3 7/1/2011 6/30/2014 469,140 3 Year License with Maintenance CIC597220

4 7/1/2014 6/30/2017 533,015 3 Year License with Maintenance CIC5863240

5 7/1/2017 6/30/2020 617,040 3 Year License with Maintenance CIC8061550

6 8/1/2020 6/30/2023 659,890 3 Year License with Maintenance CITl 1961600

7 7/1/2022 6/30/2025 383,091 3 Year ACR Finalist Licensing CIT3303900

8 7/1/2024 9/28/2024 261,316 1 Year License with Maintenance P81381

9 7/31/2026 7/20/2029 1,374,000 3 Year License with Maintenence P98524

If more than 10, or if other comments, explain:

Section VI - Business Rationale

1. Provide a detailed explanation of the need for the supplies or services:

Type

I sole Source

I sole Source

I sole Source

I sole Source

I sole Source

I sole Source

I sole Source

I Emergency

I sole Source

The current contract is associated with our z16 mainframe. We will be migrating to a new z17 mainframe in late October, and we will need the amended contract in place prior to that date so that we can obtain and apply the new license keys. The product keys are tied to the mainframe's serial number, and the keys for our current z16-506 will not function on the new z17-505 . To ensure a smooth transition, we must have the updated contract in order to receive the z17-specific product license key for Finalist Software.

2. Provide a list and describe in detail the specifications required to satisfy the need:

Finalist Software Subscription, MVS (IBM z/Os) Finalist Reference Database - USA Subscription Fulfillment Method: POX, EngageOne Compose Base-Maintenance (PL), Red Hat. Suite of Software Licensing required to address mainframe modernization and capacity issues for 3 year period.

3. Provide detail explaining the justification selected in Section IV to explain why the requested supplies or services are the only ones available that can satisfy the agency or university requirements?

The Precisely Finalist Suite is utilized to automatically balance the results of mainframe batch jobs. Without the added capacity of Finalist Software, Enterprise Operations staff would need to stop processing of mainframe jobs and manually perform the necessary balancing and reconciliation efforts. This is not only subject to error but extremely time consuming and impacts overall performance and uptime of the application. This software is used throughout mainframe job cycles to balance job totals. When an application is out of balance, the schedule stops, the out of balance condition is corrected, and the schedule is continued. Before this product was installed, the schedule would continue when the application was an out of balance. This caused expensive reruns and long delays in the completion of the application processing. This software has been customized for the state of Illinois and the MMIS, MARS and MEDI environments making it 100 percent unique and the code that manages the above processes is proprietary to the vendor.

4. What are the unique features of the supplies or services that are not available in any other product or by any other vendor? Provide specific quantifiable factors/qualifications:

In accordance with Z/OS architecture, the specialized Finalist Solution helps DolT Trust, use adn maximize data sets from the mainframe. It cleans, validates, enhances customer records, reduces operations costs while improving risk factors.

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Bulletin Reference Number 27-448DOIT-INFOT-B-53902

Requesting Agency/University Department of Innovation and Technology

5. Has the Agency or University considered alternative supplies or services to satisfy their need? D Yes [gJ No

Sa. If no, why weren't alternatives evaluated?

At this time it is not feasible to migrate and convert agencies from this product. Mainframe resources are at an all time low at the state of Illinois due to retirement and lack of qualified resources to backfill positions. The process of replacing these applications is not accomplished quickly or easily and requires significant funding and staff resources. It involves changes to business processes and methodologies; a complete redesign of the application; significant investments in software, IT hardware and infrastructure, training;

full-time commitment of staff resources to complete; and continued maintenance and support of the existing system during the conversion. Business requirements would need to be assessed in order to determine a new vendor and the impact of replacing this vendor and software ..

6. Are there resellers or distributors?

0 Yes [gJ No O N/A

7. What efforts were made to get the best possible price (i.e. did the agency/university negotiate) and how did you determine the price for this purchase is considered fair and reasonable?

DolT Enterprise has received multiple pricing options and the version that aligned with the timeline of the previously executed agreement and compares closest to prior annual executed agreements for the same solution, is the best possible pricing for the State to pursue. In 2023, the exact product suite was 16% less than todays quoted amount of $61 OK and breaking this into 3 Annual Periods, the inflationary increase is roughly 5% each year which is substantially less than the expected annual increase rate of 10%. The proposed quoted 3 Year rate locks the price and prepares the State to receive a value-rich solution in 2029.

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

D Yes [gJ No

9. What will be the financial or other impact to the State if this sole source is not approved and a competitive bid is required?

We will be migrating to a new zl 7 mainframe in late October, and we will need the amended contract in place prior to that date so that we can obtain and apply the new license keys.

1 O. ls there any additional information you would like to add to justify this sole source?

Only to note that this procurement is necessary to address the October scheduled upgrade to the mainframe which will lad to and increase in MIPS capacity. The current licensing will not support the increase and upgrade efforts will be stalled completely. The currerntly proposed Finalist Suite will address these capacity issues and the mainframe upgrade will ensue smoothly.

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Requesting Agency/University Department of Innovation and Technology

Section VII

Requesting Department Signature Required

I know and understand the contents of this Sole Source Justification and attest that all statements are true and correct and the fairness and reasonableness of the price was adequately confirmed.

Dlgltally signed by Mlchael

I Requesting Department Representative Michael Cummings g�:��J:., 0.1411:0949_05.00. Phone Number 3128141822 I Date !Aug 28, 20261

Printed Name !Michael Cummings E-mail Address lmichael.cummings2@illinois.gov

State Agency Bureau/Division Head or University Purchasing Director Approval and Signature Required

I know and understand the contents of this Sole Source Justification and attest that all statements are true and correct and the fairness and reasonableness of the price was adequately confirmed. (All prior form fields will lock once this e-signature is completed)

Agency Bureau/Division Head or University Purchasing Director and Not a Designee

Digitally signed by Charles

Charles Levy ��:2026.10.2316,42,41 Phone Number !2176852791 -05'00'

Printed Name ._ lc_ h_a_rl_e _s _L _ev_ y _____________ __, E-mail Address lcharles.Levy@illinois.gov

SPO Approval and Signature Required

Date loct 23, 20261 lv'I I have reviewed and understand the contents of this Sole Source Justification and agree with the State Agency or University 161 determination.

D I have reviewed and understand the contents of this Sole Source Justification and do not agree with the State Agency or University determination. As a result, the State Agency or University must explore other sourcing methods to satisfy their need.

State Purchasing Officer Signature

Printed Name !Joshua Sergent

Version 7.01 h S t o;g;tally ,;gned by Joshua Se,gent Ph N b 121 7 685 9312 OS ua ergen Oate,2026.10.2614:06'53-05'00' one um er �---------�

I E-mail Address ljoshua.sergent@illinois.gov

Date loct 26, 2026

Requesting Agency/University Department of Innovation and Technology Sole Source Justification Form - Part II

Section I - General Information

Project Title I Precisely Finalist Software

Vendor I Precisely Software Incorporated

Initial Date of Procurement Bulletin Posting

Was a Sole Source hearing held per 30 ILCS 500/20-25?

D Yes - Complete Section II and Ill below (Section II will only be visible when this option is selected)

D No - Section II not required, go to Section Ill below Section Ill - CPO Approval and Signature Required

D Based on my review, I authorize the Agency/University to proceed in accordance with the published Notice referenced above.

D Based upon my review, I authorize the Agency/University to proceed with the following Changes.

D Based on my review, the Agency/University is not authorized to proceed with this sole source as presented and my recommendation is that it be cancelled.

D Other

CPO Signature CPO Phone

Printed Name Date

CPO E-mail

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