1-Attachment 1 - Proprietary Info Disclosure Form.pdf

PDF 89 KB Posted

Attached to
Basic Life Insurance and Optional Life Insurance Program
Solicitation number
RFP-2026-004
Issued by
Milwaukee County, Mattoon Village, Wisconsin

About this file

This is a Proprietary Information Disclosure Form submitted in response to a Request for Proposal issued by Milwaukee County, Wisconsin for a Basic Life Insurance and Optional Life Insurance Program. The form serves as a mechanism for vendors to identify and protect confidential and proprietary information contained within their proposal responses. Milwaukee County intends to award a contract for an initial three-year term with renewal options to the selected respondent, with Willis Towers Watson Midwest, Inc. serving as the County's Broker of Record.

The form establishes that vendors must specifically identify pages and sections they wish to designate as confidential material, including trade secrets as defined under Wisconsin Statutes Section 134.90(1)(c). Importantly, the document clarifies that pricing information cannot be kept confidential and will become public information upon proposal submission. Vendors must provide specific section numbers and page references for any materials they claim qualify as trade secrets, demonstrating that the information derives independent economic value from not being generally known and that reasonable efforts have been made to maintain its secrecy. Vendors submitting this form agree to hold Milwaukee County harmless for any costs or damages arising from the County's decision to withhold designated materials, and failure to complete and include the form may result in all proposal information being subject to public examination and copying under Wisconsin Open Records Law.

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10-Attachment 11- Confidential Information Agreement.pdf PDF
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Text version

ATTACHMENT 1

PROPRIETARY INFORMATION

DISCLOSURE FORM

The attached material submitted in response to the Request for Proposal includes proprietary and confidential information, which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats. or is otherwise material that can be kept confidential under the Wisconsin Open Records Law. As such, we ask that certain pages, as indicated below, of this proposal response be treated as confidential material and not be released without our written approval.

Prices always become public information and therefore cannot be kept confidential.

Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in s. 134.90(1)(c).

Wis. Stats. as follows: “Trade Secret” means information, including a formula, pattern, compilation, program, device, method, technique or process to which all of the following apply:

1. The information derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use.

2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.

We request that the following pages not be released:

Section Page # Topic

IN THE EVENT THE DESIGNATION OF CONFIDENTIALITY OF THIS INFORMATION IS CHALLENGED, THE UNDERSIGNED HERBY AGREES TO PROVIDE LEGAL COUNSEL OR OTHER NECESSARY

ASSISTANCE TO DEFEND THE DESIGNATION OF CONFIDENTIALITY AND AGREES TO HOLD

MILWAUKEE COUNTY HARMLESS FOR ANY COSTS OR DAMAGES ARISING OUT OF MILWAUKEE

COUNTY’S AGREEMENT TO WITHHOLD THE MATERIALS.

Failure to include this form in the Request for Proposal may mean that all information provided as part of the proposal response will be open to examination and copying. Milwaukee County considers other markings of confidential in the proposal document to be insufficient. The undersigned agrees to hold Milwaukee County harmless for any damages arising out of the release of any materials unless they are specifically identified above.

Company Name __________________________________________________

Authorized Representative __________________________________________________

Signature __________________________________________________

Authorized Representative __________________________________________________

Type or Print Date ____________________________________

File details come from the government source that posted it. Updated .