1-Claim of Business Confidentiality Updated.pdf.pdf

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Attached to
APA 2026-03 Bond Issuance Underwriting Services
Solicitation number
26-District-Underwriting
Issued by
Utah

About this file

This is a GRAMA Business Confidentiality Claim form issued by the Utah State Archives on behalf of the Office of the Government Records Ombudsman, applicable to the State of Utah Division of Purchasing's procurement for Underwriting Services through Utah Charter Academies (UCA). The form serves as a template for vendors submitting qualifications to protect trade secrets and commercial financial information from public disclosure under the Government Records Access and Management Act (GRAMA). Vendors are required to submit both redacted and non-redacted versions of their proposals; the Division of Purchasing will not perform redactions on behalf of claimants who fail to provide a redacted copy. The confidentiality claim must include a concise statement of reasons supporting the protection request and must be submitted simultaneously with the proposal materials. UCA is seeking a Managing Underwriter to provide investment banking services for a complex, multi-project bond issuance, with submissions accepted via Bonfire or email to dsparette@apamail.org.

The form emphasizes that confidentiality claims do not guarantee protected classification status if the government receives a GRAMA records request, as determinations are made under Utah Code 63G-2-305 and 63G-2-309. Vendors must complete all required fields including company name, address, representative contact information, and specific details about which pages, paragraphs, and sections of their submission warrant confidential treatment. No pricing information should be included in qualifications submissions, as vendor selection will be based on a value-based selection methodology with the highest-ranked vendor proceeding to contract negotiations at fair and reasonable compensation terms to be determined during discussions.

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Text version

Office of the Government Records Ombudsman Utah State Archives

Business Request for GRAMA Business Confidentiality Claim

Note: Utah Code § 63G-2-305(1) states that trade secrets can be protected if the person submitting the trade secret provides the governmental entity with a confidentiality claim. Likewise, Utah Code § 63G-2-305(2) states that commercial financial information can be protected if disclosure could reasonably be expected to result in unfair competitive injury to the person submitting the information, and that person has provided a confidentiality claim. Confidentiality claims are described in Utah Code § 63G-2-309. A claim must include a concise statement of reasons supporting the claim and must be submitted with the information requested to be protected. A claimant MUST submit a redacted and non-redacted version of their proposal. The entire proposal may NOT be redacted. The Division of Purchasing will not redact a proposal on behalf of a claimant if they fail to upload a redacted copy of their proposal.

State: ZIP code:

Email address:

Date:

Following is a concise statement of reasons supporting this confidentiality claim:

Signed:________________________________________

GRAMA Business confidentiality claim

Date:______________________________

Claimant information:

Company name:

Address:

City:

Name of company representative:

Telephone number:

Details about confidentiality claim:

This claim applies to records submitted to: Reason for submission:

Note: Making a confidentiality claim does not guarantee protected classification if government receives a records request.

Confidentiality request applies to:

page paragraph reason http://archives.utah.gov/opengovernment/ombudsman.html http://le.utah.gov/xcode/Title63G/Chapter2/63G-2-S204.html https://le.utah.gov/xcode/Title63G/Chapter2/63G-2-S305.html?v=C63G-2-S305_2020051220200512 https://le.utah.gov/xcode/Title63G/Chapter2/63G-2-S309.html?v=C63G-2-S309_2019051420190514

company name:
street address:
city:
state:
ZIP code:
company representative:
telephone number:
email address:
governmental entity:
date:
reason #2:
paragraph #2:
page #2:
page #1:
paragraph #1:
reason #1:
explanation:
page #3:
paragraph #3:
reason #3:
statement of reasons:
date signed:
reset:
print:
reason #4:
paragraph #4:
page #4:
Group1: Off

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