1-Confidentiality Claim Form.pdf

PDF 45 KB Posted

Attached to
RFSQ-Insurance Brokerage Services for Benefits Consulting
Solicitation number
APSD10152026
Issued by
Utah

About this file

This is a Claim of Business Confidentiality Form submitted in conjunction with a Request for Statements of Qualifications (RFSQ) issued by Alpine School District's Department of Purchasing, in coordination with Aspen Peaks School District's Human Resources Department, for Insurance Brokerage Services for Benefits Consulting. The District seeks an insurance brokerage firm to provide planning, developing, designing, consulting, negotiating, and monitoring services related to employee benefit programs. The procurement will be conducted under Utah Procurement Code 63G-6a Part 15 for Professional Service Providers and Consultants. The vendor receiving the highest ranking will be selected to enter into contract negotiations at compensation determined to be fair and reasonable. If negotiations with the highest-ranked vendor are unsuccessful regarding compensation, contract requirements, or contract documents, the District may proceed with negotiations with the next highest-ranked vendor.

The form permits vendors to claim business confidentiality protection for specific categories of information including non-public financial statements, employee contact information, customer information and client lists, and other proprietary materials, with the explicit requirement that pricing and cost proposals may not be classified as confidential and will be considered public information. Vendors must provide justification for confidentiality claims based on trade secrets as defined under Utah Code Annotated Section 13-24-2 or commercial information that could result in unfair competitive injury if disclosed. No pricing information should be included in submitted qualifications. The confidentiality claim form provides space for vendors to identify specific pages and paragraphs for which protection is sought and includes notification procedures regarding determinations on confidentiality status.

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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 .