part I and part II DHS B-48785.pdf

Sole Source Justification Form

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Bulletin Reference Number 26-444DHS-ALCHS-B-48785

Requesting Agency/University Illinois Department of Human Services

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

Department/Bureau/Section: Division of Behavioral Health and Recovery

Need Identified Date: Jul 9, 2025 Supply/Service Need By Date: Sep 30, 2025

Project Title: State Opioid Response Strategic Planning, Comprehensive Evaluation, IORAB and Steering Committee Management, and Implementation of State Overdose Action Plan

Vendor: Advocates for Human Potential

Provide a description of the supplies or services required:

Support to Department of Human Services (DHS) for strategic planning, service program comprehensive evaluation, management of State Overdose Crisis Response Advisory Council and its subcommittees; management of Illinois Opioid Remediation Advisory Board and its subcommittees, management of Opioid Steering Committee and its subcommittees, and reports on implementing State Overdose Action Plan to guide the work of the state in preventing opioid overdoses and deaths in Illinois.

Value: Actual Value of Initial Term, this Change Order or Amendment: 938,125

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: Sep 30, 2025

Estimated Contract End Date: Sep 29, 2026

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)

Federal/State Grant Requires Contract with Vendor

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

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Bulletin Reference Number 26-444DHS-ALCHS-B-48785

Requesting Agency/University Illinois 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 6/29/2017 6/30/2018 430,000 Strategic Plan 43VDASAAHP Sole Source

2 7/1/2018 7/30/2018 30,000 Small Purchase 43CXCAHP19 Small Purchase

3 8/7/2018 9/30/2018 60,000 Small Purchase 43CXCAHP20 Small Purchase

4 10/5/2018 9/30/2019 610,000 Strategic Planning for the Opioid Crisis 43CXZAHP21 Sole Source

5 10/31/2019 12/31/2019 87,500 Opioid - SOR strategic planning and process evaluation 43CYZAHP23 Small Purchase

6 1/1/2020 9/29/2020 262,500 Opioid - SOR strategic planning and process evaluation 43CYZAHP29 Sole Source

7 1/8/2021 9/29/2021 587,325 Opioid - SOR strategic planning and process evaluation 43CZZAHP21 Sole Source

8 11/16/2021 11/30/2021 97,888

SUPR State Opioid Response strategic planning, process evaluation, and creation of a new State Opioid Action Plan

24100150017 Small Purchase

9 12/16/2021 9/29/2022 342,606

State Opioid Response strategic planning, process evaluation, and creation of a new State Overdose Action Plan for SUPR

24100151813 Sole Source

10 11/7/2022 9/29/2023 450,000

Opioid Crisis Response Advisory Council and its subcommittees;

implementing new State Overdose Action Plan.

4100168438 Sole Source

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

FY24 sole source procurement was 9/30/2023- 9/29/2024 for $1,117,500 for SOR Strategic Planning and Evaluation and Implementation of State Overdose Action Plan on contract 4100184864.

FY25 sole source procurement was 9/30/2024 - 9/29/2025 for $838,125 for State Opioid Response Strategic Planning, Comprehensive Evaluation, IORAB and Steering Committee Management, and Implementation of State Overdose Action Plan on contract 4100202036.

Section VI - Business Rationale

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

DHS received funds from the federal agency Substance Abuse and Mental Health Services Administration (SAMHSA) Center for Substance Abuse Treatment (CSAT) for the State Opioid Response (SOR) grant, FAIN TI-087748. The purpose of the SOR grants is to support a range of prevention, treatment, recovery support, public education and infrastructure required to address the overdose crisis in Illinois. The DHS/DBHR application named Advocates for Human Potential (AHP) to provide support to DHS in the areas of strategic planning and evaluation of the many programs being implemented as part of the SOR grant. In addition, AHP finalized the State Overdose Action Plan (SOAP) in early 2022 and AHP is now the lead in assisting the state to manage and implement the SOAP. AHP manages all advisory councils and subcommittees associated with implementation of the SOAP. AHP manages the State Opioid Crisis Response Advisory Council on behalf of DHS/DBHR and works with each of its seven subcommittees to implement recommendations and strategies included in the SOAP. In addition, AHP manages the Illinois Opioid Remediation Advisory Board and its committees, whose work must also align with the SOAP and the SOR grant. Lastly, AHP manages the opioid Steering Committee, chaired by Lt. Gov.

Stratton, and all of its work. These last two (2) boards are subject to the open meetings act.

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Bulletin Reference Number 26-444DHS-ALCHS-B-48785

Requesting Agency/University Illinois Department of Human Services

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

DHS/SUPR funds programs funded by the Federal Grant to respond to the opioid crisis. SAMHSA requires an evaluation of these programs for both effectiveness and efficiency as part of its funding. AHP will conduct a complete evaluation for all of the SOR programs. Additionally, AHP will assist SUPR and the State with implementing the new SOAP, and managing three of its critical Boards working to address the overdose crisis: the State Opioid Crisis Response Advisory Council (the Council);The Illinois Opioid Remediation Advisory Board (IORAB), which manages all of the opioid settlement funds; and the Opioid Steering Committee, chaired by Lt. Gov.

Stratton, which approves all recommendations and funding decisions of the IORAB.

1. Provide key DHS/SUPR staff with evaluation design, plan and timeline for all SOR funded treatment and recovery service programs in compliance with due dates communicated by SUPR.

2. Develop and select information and data collection tools to be utilized in the service program process evaluations and submit all to DHS/SUPR staff for review and approval.

3. Provide key DHS/SUPR staff with periodic update documents and summary reports of the evaluation in compliance with a format and timeline identified by DHS/SUPR.

4. Convene and manage the Illinois Opioid Crisis Response Advisory Council (Council).

a. Convene and facilitate quarterly Council meetings.

b. Work with key DHS/SUPR staff to develop agenda.

c. Prepare and distribute Council meeting minutes and other meeting materials.

d. Maintain Council membership and email distribution lists.

e. Disseminate information on training opportunities, DHS/SUPR and State overdose-related activities and other relevant materials to Council members on an ongoing basis.

5. Convene and manage the six Council subcommittees (Committees).

a. Convene and facilitate Committee meetings.

b. Work with Chairs to develop meeting agendas and committee goals.

c. Work with Chairs and Committee members to implement and complete activities needed to achieve goals (i.e., ancillary data collection, creating toolkits, surveying stakeholders).

d. Prepare and distribute Committee meeting minutes and other meeting materials.

e. Maintain membership and email distribution lists for each Committee.

f. Disseminate information on training opportunities, relevant DHS/SUPR and State activities and other materials to Committee members.

6. Consult with DHS/SUPR to implement the recommendations of the SOAP that include goals, objectives and metrics developed by Council Committees.

7. Collaborate with DHS/SUPR Director and other key staff to develop timelines to implement SOAP recommendations.

8. Work with key DHS/SUPR staff and Committee Chairs to implement recommended initiatives documented in the SOAP. This includes initiatives assigned to DHS/SUPR and Committees.

Tasks may include:

a. Convening meetings to develop work plans and data collection tools.

b. Working with Chairs and Committee members to develop data collection tools and processes (e.g., focus group and survey protocols); drafting materials and sharing with Chairs and Committee members for review; finalizing data collection tools.

c. Conducting focus groups and key informant interviews.

d. Conducting literature reviews and preparing reports.

9. Collect/compile data on SOAP recommendations and metrics.

10. As directed by DHS/SUPR, provide intermittent analysis and updates to SOAP implementation plan and provide updates to key DBHR leadership in order to continuously monitor and improve SOAP implementation and progress towards State goals.

11. Prepare semi-annual reports that document implementation of SOAP recommendations and metrics, Department of Public Health (DPH) overdose data, and new challenges impacting the overdose crisis and SOAP recommendations.

a. Present drafts of SOAP implementation reports to DHS/SUPR key staff for review and approval.

b. As directed by DHS/SUPR, present drafts of SOAP implementation reports to leadership/key staff of State agencies listed in the SOAP DPH, Healthcare and Family Services (HFS), Department of Children and Family Services (DCFS), Illinois Department of Insurance (IDOI), Illinois Criminal Justice Information Authority (ICJIA), Illinois Department of Corrections (IDOC), and Illinois Department of Juvenile Justice (IDJJ) for review and approval.

c. Prepare and disseminate final versions of SOAP implementation reports.

d. As requested by DHS/SUPR, present SOAP implementation results/updates to Council, Committees, State leadership and other groups identified by DHS/SUPR.

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Bulletin Reference Number 26-444DHS-ALCHS-B-48785

Requesting Agency/University Illinois Department of Human Services

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?

For another consecutive year, the DHS SOR SAMHSA grant application named Advocates for Human Potential (AHP) to provide Advisory Council meeting staffing support, to conduct an evaluation of the multiple programs supported by the SOR grant, and to implement the State Overdose Action Plan for the State. The DHS Division of Behavioral Health and Recovery (DBHR) developed the application for the formula grant award and the budget was approved by the DHS clearance process. AHP has successfully provided many of these services in support of previous SOR grants that were previously awarded to DBHR. AHP wrote the SOAP that was released in early 2022 and is now the best choice to manage continuous analysis and implementation of the SOAP through various agencies, councils, and boards in the state whose work must align with the SOAP. AHP is familiar with the calendaring, open meetings act requirements, deadlines, and various advisory council and board members whose critical work must all be managed in order to comply with the grant, implement the SOAP, and assist DBHR with addressing the opioid crisis through these various boards and councils.

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 Illinois SOR grant application references the Illinois Statewide Opioid Crisis Response Advisory Council which has been convening since January 2017 to speak to the numerous initiatives and programs across the State that have been implemented by various units of local government, healthcare systems, community-based organizations, and human services nonprofits. In addition to a need to coordinate these several initiatives, a comprehensive strategy and plan was required to address gaps in opioid-related treatment and prevention services that are noted in the SOR grant application and are identified through the State Overdose Action Plan, and the various needs assessment activities supported by the SOR grants. The need for evaluation for service programs supported by the SOR grant is of critical importance in support of decisions regarding the future design and funding of these services. The SOR grant funds services for persons with opioid and stimulant disorder, including fentanyl, methamphetamine and cocaine, and it is critical that DHS/ DBHR evaluate these new services to determine their importance and usefulness. Given its extensive familiarity with the development of these service programs, and its successful experience in developing strategic programs and plans, AHP is in a unique position to evaluate the SOR grant programs, and to monitor and manage all aspects of the implementation of the State Overdose Action Plan.

Additionally, AHP has been managing meetings of all boards and subcommittees working on overdose prevention in the State including the Council, the IORAB, and the Steering Committee. An award to AHP to continue in this capacity will allow for a seamless transition of these services that would almost certainly not be the case if another vendor assumed responsibility for these 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?

The federal funder of the SOR grant, SAMHSA, requires that states implement services as quickly as possible following notice of an award, within three months at the latest. Advocates for Human Potential was named in the SOR grant proposal to SAMHSA. We only contract with named providers so that we can quickly implement the contracts. From its experience with SOR and prior grants, DHS/ DBHR knew of AHP's capabilities to successfully provide the needed strategic planning, meeting staff support, process evaluation, and monitoring and report writing services that are critically needed to successfully implement the SOR grant, implement the SOAP, and manage all of the Boards, Councils and groups working on same. DHS/DBHR also knows of AHP's capabilities to implement the State Overdose Action Plan that was managed and written by AHP. This implementation work requires broad knowledge of multiple state agency staff and their initiatives working on the overdose crisis. DHS/DBHR is aware of AHP's national reputation for providing similar professional services to SAMHSA. AHP was named in the proposal to SAMHSA, and this proposed work was approved by SAMHSA. All of these factors supported DHS/DBHR's decision to name AHP as the provider of the strategic planning, process evaluation, meeting coordination, and State Overdose Action Plan implementation services.

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 for the service was determined by funding limitations and the historical cost of the work in prior years. AHP was able to perform the work at the rate of $838,125 during the current contract. This prior price was arrived at based on Federal funding and administrative cost limitations that are no longer required of the State Opioid Response grant. Because of this we were able to include additional work specifications in FY26. Based on previous work from AHP and historical pricing, the additional work was negotiated at $100,000, as a fair and reasonable amount for the additional work. This brings the new contract price to $938,125.

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Bulletin Reference Number 26-444DHS-ALCHS-B-48785

Requesting Agency/University Illinois Department of Human Services

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?

DHS/DBHR will not be in compliance with the SOR grant. The SOR funds which total $36,714,994 for each of three years will be in jeopardy, as well as additional funding that might be available from SAMHSA. Additionally, the work of the IORAB, the council and the Opioid Steering Committee is ongoing. Switching providers now would severely impact the State's ability to manage and coordinate the work of the various subcommittees and boards needed to comply with the various federal and state requirements to utilize opioid settlement funds and SOR funds.

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

In 2023 there were 3,502 deaths due to overdose in IL, representing the first decrease since 2018 according to the Department of Public Health. The serious impact of the ongoing overdose crisis affects the residents of the state of Illinois in profound ways. It is incumbent upon us to make the most timely and efficient use of the resources that are available to address this crisis. DHS/DBHR's request for sole source approval to award funding in support of AHP's work assisting DBHR with managing the overarching work of the SOAP, the SOR, the boards and councils, and the opioid settlement funds is critical to enabling us to meet the state's goal of further reducing overdose deaths. This is an ongoing crisis, and AHP has been deeply involved in much of the success we have had in fighting this crisis.

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Bulletin Reference Number 26-444DHS-ALCHS-B-48785

Requesting Agency/University Illinois 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 Jul 29, 2025

Printed Name Kathleen Monahan E-mail Address Kathleen.Monahan@illinois.gov

Phone Number 312-235-9527

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 217-557-9298 Date Jul 29, 2025

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 217-299-5628 Date Jul 30, 2025

Printed Name Allegra Larson E-mail Address allegra.larson@illinois.gov

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Bulletin Reference Number 26-444DHS-ALCHS-B-48785

Requesting Agency/University Illinois Department of Human Services

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

Project Title State Opioid Response Strategic Planning, Comprehensive Evaluation, IORAB and Steering Committee Management, and Implementation of State Overdose Action Plan

Vendor Advocates for Human Potential

Initial Date of Procurement Bulletin Posting Aug 6, 2025

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 Aug 20, 2025

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

FY25 sole source procurement was 9/30/2024 - 9/29/2025 for $838,125 for State Opioid Response Strategic Planning, Comprehensive Evaluation, IORAB and Steering Committee Management, and Implementation of State Overdose Action Plan on contract 4100202036.

1. Provide key DHS/SUPR staff with evaluation design, plan and timeline for all SOR funded treatment and recovery service programs in compliance with due dates communicated by SUPR.

2. Develop and select information and data collection tools to be utilized in the service program process evaluations and submit all to DHS/SUPR staff for review and approval.

3. Provide key DHS/SUPR staff with periodic update documents and summary reports of the evaluation in compliance with a format and timeline identified by DHS/SUPR.

4. Convene and manage the Illinois Opioid Crisis Response Advisory Council (Council).

a. Convene and facilitate quarterly Council meetings.

b. Work with key DHS/SUPR staff to develop agenda.

c. Prepare and distribute Council meeting minutes and other meeting materials.

d. Maintain Council membership and email distribution lists.

e. Disseminate information on training opportunities, DHS/SUPR and State overdose-related activities and other relevant materials to Council members on an ongoing basis.

5. Convene and manage the six Council subcommittees (Committees).

a. Convene and facilitate Committee meetings.

b. Work with Chairs to develop meeting agendas and committee goals.

c. Work with Chairs and Committee members to implement and complete activities needed to achieve goals (i.e., ancillary data collection, creating toolkits, surveying stakeholders).

d. Prepare and distribute Committee meeting minutes and other meeting materials.

e. Maintain membership and email distribution lists for each Committee.

f. Disseminate information on training opportunities, relevant DHS/SUPR and State activities and other materials to Committee members.

6. Consult with DHS/SUPR to implement the recommendations of the SOAP that include goals, objectives and metrics developed by Council Committees.

7. Collaborate with DHS/SUPR Director and other key staff to develop timelines to implement SOAP recommendations.

8. Work with key DHS/SUPR staff and Committee Chairs to implement recommended initiatives documented in the SOAP. This includes initiatives assigned to DHS/SUPR and Committees.

Tasks may include:

a. Convening meetings to develop work plans and data collection tools.

b. Working with Chairs and Committee members to develop data collection tools and processes (e.g., focus group and survey protocols); drafting materials and sharing with Chairs and Committee members for review; finalizing data collection tools.

c. Conducting focus groups and key informant interviews.

d. Conducting literature reviews and preparing reports.

9. Collect/compile data on SOAP recommendations and metrics.

10. As directed by DHS/SUPR, provide intermittent analysis and updates to SOAP implementation plan and provide updates to key DBHR leadership in order to continuously monitor and improve SOAP implementation and progress towards State goals.

11. Prepare semi-annual reports that document implementation of SOAP recommendations and metrics, Department of Public Health (DPH) overdose data, and new challenges impacting the overdose crisis and SOAP recommendations.

a. Present drafts of SOAP implementation reports to DHS/SUPR key staff for review and approval.

b. As directed by DHS/SUPR, present drafts of SOAP implementation reports to leadership/key staff of State agencies listed in the SOAP DPH, Healthcare and Family Services (HFS), Department of Children and Family Services (DCFS), Illinois Department of Insurance (IDOI), Illinois Criminal Justice Information Authority (ICJIA), Illinois Department of Corrections (IDOC), and Illinois Department of Juvenile Justice (IDJJ) for review and approval.

c. Prepare and disseminate final versions of SOAP implementation reports.

d. As requested by DHS/SUPR, present SOAP implementation results/updates to Council, Committees, State leadership and other groups identified by DHS/SUPR.