10-Attachment D Proprietary Info Disclosure Form.pdf
PDF 38 KB Posted
- Attached to
- Investment Consulting Services
- Solicitation number
- RFP-2025-030
- Issued by
- Milwaukee County, Mattoon Village, Wisconsin
About this file
This is a Proprietary Information Disclosure Form for the Wisconsin Pension Board's Investment Consulting Services Request for Proposal. The form allows bidders to designate specific pages of their proposal responses as confidential material protected under Wisconsin Open Records Law, specifically qualifying information that meets the statutory definition of trade secrets as outlined in Wisconsin Statutes sections 19.36(5) and 134.90(1)(c). Bidders must identify by section and page number which materials they wish to keep confidential, understanding that pricing information cannot be designated as confidential and will automatically become public. The form includes blank spaces for bidders to list the specific sections, page numbers, and topics they are requesting remain confidential.
By submitting this form, the bidder's authorized representative agrees to provide legal assistance and hold the entities harmless from any costs or damages arising from challenges to the confidentiality designation or from the release of materials. The form emphasizes that failure to submit this disclosure document may result in all proposal information being subject to public examination and copying, and that markings of confidentiality within the proposal document itself are insufficient without formal submission of this attachment. Bidders must provide company name, authorized representative signature, printed name, and date to execute the form.
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Text version
ATTACHMENT D
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 THE
ENTITIES HARMLESS FOR ANY COSTS OR DAMAGES ARISING OUT OF THE ENTITIES’ 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. The Entities consider other markings of confidential in the proposal document to be insufficient. The undersigned agrees to hold the Entities 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 ____________________________________
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