1-Confidentiality Claim Form.pdf

PDF 45 KB Posted

Attached to
RFSQ Employee Benefits Insurance Brokerage and Consulting Services
Solicitation number
TSD11032026KWR
Issued by
Utah County, Utah

About this file

This is a Claim of Business Confidentiality form submitted in connection with a Request for Statements of Qualifications (RFSQ) issued by Alpine School District's Department of Purchasing and conducted by Timpanogos School District for insurance brokerage and consulting services. The district seeks qualified insurance brokerage firms to assist with planning, developing, designing, consulting, negotiating, and monitoring employee benefit programs. The contract will be awarded under Utah Procurement Code 63G-6a Part 15 for Professional Service Providers and Consultants, with the highest-ranked vendor selected to negotiate contract terms at fair and reasonable compensation. If negotiations with the top-ranked vendor are unsuccessful, the district reserves the right to proceed with the next highest-ranked vendor.

The form permits vendors to claim business confidentiality protection for specific categories of information submitted with their qualifications, including non-public financial statements, employee contact information, and customer or client lists, provided such information qualifies as trade secrets or commercial information under Utah Code Annotated Section 13-24-2 or meets the criteria for competitive injury protection. Notably, pricing and cost proposals are explicitly excluded from confidentiality protection and will be considered public information. Vendors must identify the specific pages and paragraphs of their submission they wish to protect and provide detailed reasons supporting their confidentiality claims. The form requires that entire proposals cannot be blanket classified as protected, confidential, or proprietary.

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CLAIM OF BUSINESS CONFIDENTIALITY

Pursuant to Utah Code Annotated, Subsections 63G-2-305(1) and (2), and in accordance with Section 63G-2-309, (company name) asserts a claim of business confidentiality to protect the following information submitted as part of this solicitation. Pricing/Cost Proposals may not be classified as confidential or protected and will be considered public information. An entire proposal cannot be identified as “PROTECTED”, “CONFIDENTIAL” or “PROPRIETARY”.

Non-public financial statements Specific employee name and contact information Specific customer information, client lists, or subscription lists Other (specify):

This claim is asserted because this information requires protection as it includes:

trade secrets as defined in Utah Code Annotated Section 13-24-2 ("Trade secret" means information, including a formula, pattern, compilation, program, device, method, technique, or process, that: (a) 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; and (b) is the subject of efforts that are reasonable under the circumstances to maintain its secrecy).

commercial information or non-individual financial information obtained from a person if: (a) disclosure of the information could reasonably be expected to result in unfair competitive injury to the person submitting the information or would impair the ability of the governmental entity to obtain necessary information in the future; [and] (b) the person submitting the information has a greater interest in prohibiting access than the public in obtaining access.

This statement of reasons supporting the claim of business confidentiality applies to the following information in this proposal:

Page Paragraph Reason Please use additional sheets if needed.

You will be notified if a record claimed to be protected herein under Utah Code Annotated § 63G-2-305(1) or (2) is classified public or if the governmental entity determines that the record should be released after weighing interests under Utah Code Annotated § 63G-2-201(5)(b) or Utah Code Annotated § 63G-2-401(6). See Utah Code Annotated § 63G-2-309.

Signed:

On behalf of (company):

Date:

(Revision 6/4/2015)

CLAIM OF BUSINESS CONFIDENTIALITY

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