1-Claim of Business Confidentiality Updated.pdf.pdf
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- Attached to
- SNOC26271023 - RFP - Investment Services
- Solicitation number
- SNOC26271023
- Issued by
- Utah
About this file
This is a GRAMA (Government Records Access and Management Act) Business Confidentiality Claim form prepared by the Utah State Archives Office of the Government Records Ombudsman for use in the Snow College investment services contract opportunity (SNOC26271023). The form serves as a template for vendors submitting proposals to claim protection of trade secrets and commercial financial information that could result in unfair competitive injury if disclosed publicly. Per Utah Code 63G-2-305 and 63G-2-309, claimants must submit both redacted and non-redacted versions of their proposals, with the entire proposal unable to be fully redacted. The form requires claimants to provide company information, including name, address, representative contact details, and a concise statement of reasons supporting the confidentiality claim, specifying which pages and paragraphs require protection and the rationale for each designation.
This confidentiality claim form is ancillary to the primary RFP for investment services management of Snow College's Endowment and Foundation funds, valued at approximately $34 million. The form does not establish pricing terms, set-asides, or funding requirements but rather provides the mechanism for protecting sensitive business information submitted during the proposal process. Vendors responding to this investment services opportunity should utilize this form to identify proprietary information they wish to shield from public disclosure while complying with Utah's open records requirements. The Division of Purchasing will not redact proposals on behalf of claimants who fail to submit properly redacted versions, making completion of this form essential for vendors seeking confidentiality protections.
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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
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| statement of reasons: |
| date signed: |
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| print: |
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| Group1: Off |
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