part I and part DHS B-52150.pdf

Sole Source Justification Form

Version 7.01 Page 1 of 5

Bulletin Reference Number 27-444DHS-MIS44-B-52150

Requesting Agency/University IL Department of Human Services

Sole Source Justification Form - Part I Section I - General Information

Department/Bureau/Section: Mental Health, Central Office and Department of Developmental Disabilities

Need Identified Date: Apr 15, 2026 Supply/Service Need By Date: Jul 1, 2026

Project Title: Westlaw Software

Vendor: West Publishing Corporation

Provide a description of the supplies or services required: Twenty (20) Westlaw Proflex software licenses

Value: Not to Exceed Value of Initial Term, this Change Order or Amendment: 113,520

Will this Sole Source amend a Professional or Artistic Services contract? Yes 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: New Sole Source

Section II - Proposed Term

One-Time Purchase Term Contract

Estimated Contract Begin Date: Jul 1, 2026

Estimated Contract End Date: Jun 30, 2027

Number of Potential Renewals:

Length of Each Renewal in Months:

Total Value of All Renewals:

If a Term Contract, does the term, including renewals, exceed 12 months? Yes No

Section III - Funding Source Select the type of funding to be used (Check all that apply): State Appropriate Funds Federal Funds 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)

Items are Copyrighted or Patented and the Items are Only Available from the Holder

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

Another justification that this purchase is only available from a sole source is because it is:

Items are Required for Research and No Other Source is Able to Meet the Researcher's Documented Need

Another justification that this purchase is only available from a sole source is because it is:

Software License/Upgrade/Maintenance

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Bulletin Reference Number 27-444DHS-MIS44-B-52150

Requesting Agency/University IL Department of Human Services

Section V - Purchase History

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

Term Term From Term To Value Description Contract Number Type

1 07/01/2020 09/30/2020 73,894.2 Westlaw Software P-18:76 Small Purchase

2 11/01/2020 12/28/2020 12,315.7 Westlaw Software MIS0002121 Small Purchase

3 01/01/2021 02/28/2021 12,315.7 Westlaw Software MIS0002135 Small Purchase

4 03/01/2021 05/31/2021 91,764.24 Westlaw Software MIS0002141 Small Purchase

5 05/28/2021 06/30/2021 6,157.85 Westlaw Software P-18-76 Small Purchase

6 07/01/2021 07/31/2021 6,157.85 Westlaw Software P-18-79 Small Purchase

7 08/01/2021 08/31/2021 6,157.85 Westlaw Software P-28681 Small Purchase

8 12/01/2021 11/30/2022 73,894.2 Westlaw Software 4100149940 Small Purchase

9 12/27/2022 11/30/2023 91,764.24 Westlaw Software 4100170216 Small Purchase

10 12/01/2023 11/30/2024 98,184 Westlaw Software 4100186348 Small Purchase

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

FY25 Small Purchase contract done while IFB conducted. Term: 01/01/25-6/30/25, cost $52,536.00, contract # 4100208366 Most recent contract term 07/08/2025 - 06/30/26, $108,240, Westlaw Software, 4100217323, Sole Source

Section VI - Business Rationale

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

Legal library access is required by statute for all patients who reside in a Department of Human Services (DHS) Mental Health facility.

Westlaw provides a secure digital access point for all sites.

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

Licenses for Westlaw legal access for all DHS Mental Health facilities to provide a accessible legal library for all patients.

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?

Westlaw legal software has been successfully utilized in the DHS Mental Health facilities to provide a legal library to the patients.

Westlaw uses a proprietary Key Numbering System with headnotes that make searching cases easy and efficient, and is the only recognized legal taxonomy in the United States. Patients within the DMH Mental Health facilities are already familiar with Westlaw and how it operates allowing for relevant legal searches of both State and Federal Statutes.

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:

The other software that is available to provide a legal library is LexisNexis which provides legal and professional solutions but that master contract is for use by State's attorneys and their staff only and does not meet the needs of the patients. Westlaw utilizes both Boolean and natural language searches to find relevant case law. The natural language search is not a feature in LexisNexis and makes Westlaw a better product for DHS.

West Publishing is the sole provider of Westlaw software. Staff and patients at these facilities are familiar with the product and how it functions providing the best legal resource for the patients.

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Bulletin Reference Number 27-444DHS-MIS44-B-52150

Requesting Agency/University IL Department of Human Services

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

5a. If no, why weren't alternatives evaluated?

Westlaw has historically been used successfully by the agency, the patients and staff are familiar with the product and it meets the legal requirements. In previous years, through solicitations, no other vendor was able to meet the needs of the agency and there has been no indication that this status has changed.

6. Are there resellers or distributors?

Yes No 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?

The price was determined to be fair and reasonable as it is within the approved rates from previous years. Each license is $473 per month with no additional costs or fees.

The agency is ordering 20 licenses priced at $5,676.00 each for a total of $113,520.

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

Yes 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?

Patients will not have access to legal research resources and a lawsuit will likely be filed against the State of Illinois.

DHS has a longstanding settlement-based obligation to provide resident access to legal research resources, the agreement specifically references Westlaw, and continuity of that access is needed for FY27.

10. Is there any additional information you would like to add to justify this sole source?

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Bulletin Reference Number 27-444DHS-MIS44-B-52150

Requesting Agency/University IL Department of Human Services

Section VII

Requesting Department Representative

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.

Date May 5, 2026

Printed Name Dainelle Powell E-mail Address dainelle.powell@illinois.gov

Phone Number 618-615-0849

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)

E-mail Address jean.sandstrom@illinois.gov

Phone Number 269-290-4725 Date May 6, 2026

Printed Name Jean Sandstrom

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

SPO Approval and Signature Required

I have reviewed and understand the contents of this Sole Source Justification and agree with the State Agency or University determination.

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 Phone Number 217-836-6172 Date May 6, 2026

Printed Name Shea Firebaugh E-mail Address shea.firebaugh@illinois.gov

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Bulletin Reference Number 27-444DHS-MIS44-B-52150

Requesting Agency/University IL Department of Human Services

Sole Source Justification Form - Part II Section I - General Information

Project Title Westlaw Software

Vendor West Publishing Corporation

Initial Date of Procurement Bulletin Posting May 6, 2026

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

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

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

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

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

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.

Other

CPO Signature CPO Phone 217-622-1857

Printed Name Ellen H. Daley Date May 20, 2026

CPO E-mail Ellen.H.Daley@illinois.gov

Version 7.01 Page of Sole Source Justification Form - Part I Section I - General Information Will this Sole Source amend a Professional or Artistic Services contract?

If yes, what was the original contract value?

*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.

Section II - Proposed Term If a Term Contract, does the term, including renewals, exceed 12 months?

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

Section III - Funding Source Select the type of funding to be used (Check all that apply):

Section IV - Sole Source Justification Are there secondary justification(s) for this sole source?

Section V - Purchase History Has the Agency or University Purchased these supplies or services in the past?

Term Term From Term To Value Description Contract Number Type Section VI - Business Rationale

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

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

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?

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:

5. Has the Agency or University considered alternative supplies or services to satisfy their need?

5a. If yes, name the alternative vendors whose supplies or services were evaluated:

5b. If yes, what were the alternatives for each vendor and why were they unacceptable? Be specific with regard to features, characteristics, requirements, capabilities and compatibility:

5c. Explain how the market evaluation was conducted?

*This evaluation is to determine available options within a market. If the evaluation is to determine quality or best suited option, this is not the appropriate source selection. Under no circumstances shall the evaluation consist of testing alternative options. These activities must be conducted in a competitive transparent environment (i.e. IFB or RFP).

5a. If no, why weren't alternatives evaluated?

6. Are there resellers or distributors?

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?

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

8a. If yes, please provide details regarding future obligations and/or needs:

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?

10. Is there any additional information you would like to add to justify this sole source?

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.

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) SPO Approval and Signature Required Sole Source Justification Form - Part II Section I - General Information Was a Sole Source hearing held per 30 ILCS 500/20-25?

Section II - Sole Source Hearing Details The State posted to the Illinois Procurement Bulletin a description of the State's need, the justification for the sole source decision, and information regarding the opportunity to submit comments and testify at a public hearing. Notice of the hearing was also posted outside of the hearing room 48 hours prior to the hearing.

The public hearing was conducted for the purpose of receiving testimony regarding the sole source determination. The Hearing Officer recommends the following:

The following relevant documents are attached:

Section III - CPO Approval and Signature Required 9.0.0.2.20101008.1.734229 Ellen.H.Daley@illinois.gov

Most recent contract term 07/08/2025 - 06/30/26, $108,240, Westlaw Software, 4100217323, Sole Source

West Publishing is the sole provider of Westlaw software. Staff and patients at these facilities are familiar with the product and how it functions providing the best legal resource for the patients.

The agency is ordering 20 licenses priced at $5,676.00 each for a total of $113,520.

DHS has a longstanding settlement-based obligation to provide resident access to legal research resources, the agreement specifically references Westlaw, and continuity of that access is needed for FY27.