part I and part II DNR B-26813.pdf

Sole Source Justification Form

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Bulletin Reference Number 22-422DNR-LNDMG-B-26813

Requesting Agency/University Natural Resources

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

Department/Bureau/Section: Land Management

Need Identified Date: Jul 27, 2021 Supply/Service Need By Date: Mar 1, 2022

Project Title: Bike Sharing Program

Vendor: Lyft Bikes and Scooters LLC

Provide a description of the supplies or services required:

Installation and operation of a Divvy bike sharing station at William Powers State Recreation Area.

Value: Actual Value of Initial Term, this Change Order or Amendment: 4,500

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: Mar 1, 2022

Estimated Contract End Date: Feb 28, 2025

Number of Potential Renewals: 0

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

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

The Chicago Department of Transportation has a program called Divvy, which is a bike sharing program. Currently, Lyft Bikes and Scooters, LLC has a contract with the City of Chicago through 1/23/2028, subject to performance metrics to operate the bike sharing program. Should IDNR enter into a multi-year contract with Lyft Bikes and Scooters, LLC, IDNR will receive $1,500/year, $4,500 total for allowing Lyft Bikes and Scooters, LLC to operate the Divvy bike sharing service at William Powers State Recreation Area for three (3) years. The $4,500 value of the contract is total profit for IDNR as Lyft Bikes and Scooters, LLC assumes the full cost of installation, maintenance, operation, security, removal and restoration at the end of the contract. $1,500/year is on par with other executed Siting Agreements between the City of Chicago and the Chicago Park District. Cook County Forest Preserve has also been offered a hosting fee of $1,500/year, although this agreement has not been finalized. If the State were in a position to procure bike sharing services ourselves, the cost-benefit ratio would not be as advantageous for the State in terms of revenue generated and opportunity for our park visitors. Connecting William Powers State Recreation Area, the southernmost connection point for Divvy, to the bike sharing network within the City of Chicago can only be achieved through partnership with Divvy. The bike sharing program will increase visitor attendance, which will result in direct and indirect purchases made at the site. For example, many park visitors attend William Powers State Recreation Area to fish and would need to purchase and IL Fishing License.

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Bulletin Reference Number 22-422DNR-LNDMG-B-26813

Requesting Agency/University Natural Resources

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

Divvy is a program of the Chicago Department of Transportation and is expanding its services through a $50 million capital investment by Lyft. As stated in the proposed Site Agreement, Lyft is responsible for all installation, operating, and restoration expenses associated with the proposed hosting station at William Powers SRA. No IDNR funds will be spent on this project. This is a revenue generating contract.

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)

Divvy is the only bike sharing service in Chicago that will allow bikes to be rented an returned at different locations.

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

Section V - Purchase History

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

Section VI - Business Rationale

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

Citizens of the City of Chicago are dependent upon a variety of modes of transportation including public transit. Divvy is a program of the Chicago Department of Transportation and is Chicago's public bike sharing system. Bikes can be used for a variety of recreational and commuter needs, just as other public transportation is used. The Divvy bike sharing station will enhance visitors' recreational experience at William Powers SRA as well as provide commuter access to local manufacturing sites. The Divvy bike sharing station will also boost access to the Recreation Area for local residents by establishing connections to and from surrounding community destinations, including the Burnham Greenway, public transit, and residential areas.

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

• Site preparation – Lyft will pour a 6' X 41' concrete pad located on the south side of the sidewalk on the southeast corner of S. Avenue O and E. 126th Place/South Wolf Lake Blvd. at the park entrance. No existing park structures (entrance sign, fencing) will be disrupted.

The Divvy station will be installed on the concrete pad within the licensed area which has been certified under the comprehensive environmental review process.

• Maintenance – Lyft will maintain the station in good condition and maintain the improved surface of the licensed area in good condition, which may include cleaning, sweeping, trash removal, and snow and ice removal, as required.

• Operations – Lyft will ensure that the self-service bike sharing station has bikes available for rental, and docks available for the end of rental in accordance with the usability standards set forth its service level agreements with the City of Chicago

• Restoration - at the end of the term as set forth in the siting agreement, Lyft will remove the stations and the concrete pad and restore the grass to its prior condition

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?

Divvy is the only bike sharing system in Chicago. As approved by Chicago City Council in April 2019, the vendor is the City of Chicago's only bike sharing system operator. Divvy users are able to rent a bicycle from one station and return it to another station. If IDNR used a different bike sharing vendor, the bikes would have to be rented and returned to William Powers SRA. They could not be rented at William Powers and returned to a Divvy station elsewhere in the City. Connecting William Powers State Recreation Area, the southernmost connection point for Divvy, to the bike sharing network within the City of Chicago can only be achieved through partnership with Divvy.

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:

Currently, Divvy is the exclusive self-service bicycle rental for the City of Chicago. Only Divvy bikes can be rented from and returned to the self-service stations. One big selling feature of the Divvy system is that bikes can be rented at one location and returned at another location. Divvy currently has 670+ self-service bicycle rental stations that functions in concert to provide recreational and commuter opportunities. If another vendor were selected the bikes would not be interchangeable with the current Divvy system.

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

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Bulletin Reference Number 22-422DNR-LNDMG-B-26813

Requesting Agency/University Natural Resources

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

The City of Chicago already has a contract in place with Lyft Bikes and Scooters, LLC. There are no other bike sharing vendors in Chicago. Compatibility with the current program is crucial.

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?

There is no cost to IDNR as this is a revenue generating contract. The revenue rate of $1500/year is consistent with other local and county government agreements for this type of service.

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

Yes No

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

All maintenance will be performed by Lyft at no cost to IDNR. If the City of Chicago chooses to renew their contract with Lyft Bikes and Scooters, LLC, IDNR would likely consider procuring additional services to continue the bike sharing program at William Powers State Recreation Area.

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?

The State would lose out on a revenue generating contract of $1500/year. The Divvy program requires no State funds for set up, operation, and restoration.

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

The Divvy bike sharing program is a service to our constituents that will also benefit IDNR by generating revenue and indirect sales as a result of increased visitation at William Powers State Recreation Area.

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Bulletin Reference Number 22-422DNR-LNDMG-B-26813

Requesting Agency/University Natural Resources

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 20, 2021

Printed Name Greg Kelly E-mail Address greg.kelly@illinois.gov

Phone Number 708-710-1170

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 Eric.Michael2@illinois.gov

Phone Number 217-785-4494 Date Jan 24, 2022

Printed Name Eric Michael

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 2176221908 Date Jan 24, 2022

Printed Name Andrew Hennig E-mail Address Andrew.Hennig@illinois.gov

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Bulletin Reference Number 22-422DNR-LNDMG-B-26813

Requesting Agency/University Natural Resources

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

Project Title Bike Sharing Program

Vendor Lyft Bikes & Scooters LLC

Initial Date of Procurement Bulletin Posting Jan 24, 2022

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 2175586897

Printed Name Ellen H. Daley Date

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

• Maintenance – Lyft will maintain the station in good condition and maintain the improved surface of the licensed area in good condition, which may include cleaning, sweeping, trash removal, and snow and ice removal, as required.

• Operations – Lyft will ensure that the self-service bike sharing station has bikes available for rental, and docks available for the end of rental in accordance with the usability standards set forth its service level agreements with the City of Chicago

• Restoration - at the end of the term as set forth in the siting agreement, Lyft will remove the stations and the concrete pad and restore the grass to its prior condition