2-[Acquisition and Relocation Services On Call] Confidentiality and Trade Secrets.pdf

PDF 224 KB Posted

Attached to
Acquisition and Relocation Services On Call
Solicitation number
BPM006797
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This is a confidentiality and trade secrets attachment from the Arizona Department of Transportation (ADOT) for Solicitation No. BPM006797, which pertains to On Call Acquisition and Relocation Services. The document outlines ADOT's process for handling proprietary and trade secret information submitted by offerors in response to the solicitation. All materials submitted as part of a response are subject to Arizona public records law and will be disclosed upon appropriate public records requests at the time of or after contract award, unless they qualify as trade secrets under Arizona Administrative Code R2-7-101(52). Offerors must complete and return the form with their solicitation response, selecting whether their submission contains proprietary or trade secret information. The solicitation release date is April 4, 2025, with a proposal submission deadline of April 25, 2025.

The document establishes a formal process for designating confidential information that meets the statutory definition of a trade secret: information that is a formula, pattern, compilation, program, device, method, technique, or process; derives independent economic value from not being generally known; and is subject to reasonable efforts to maintain its secrecy. Offerors must provide written explanation supporting any trade secret designation, and ADOT's chief procurement officer will make a written determination regarding confidentiality status. Contract terms, pricing, and publicly available information are explicitly not considered confidential. The signatory on the provided form is Mornith Clark Hochstein, Real Estate Services Division Manager and Vice President of Consultant Engineering, Inc., located in Phoenix, Arizona. Offerors agree to indemnify and hold ADOT harmless from claims related to the State's withholding of designated information and consent to sharing their complete offer with evaluation committees and technical advisors during the evaluation process.

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ATTACHMENT 5

ADOT CONFIDENTIALITY AND TRADE SECRETS

Solicitation No: BPM006797 Available online at https://app.az.gov

Rev 03/2025

All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there is an appropriate public records request at the time of or after the award of the contract.

Recognizing there may be materials included in a solicitation response that is proprietary or a trade secret, a process is set out in A.A.C. R2-7-103 (attached) that will allow qualifying materials to be designated as confidential and excluded from disclosure. For purposes of this process the definition of “trade secret” will be the same as that set out in A.A.C. R2-7-101(52).

This form must be completed and returned with the response to the solicitation and any supporting information to assist the State in making its determination as to whether any of the materials submitted as part of the solicitation response should be designated confidential because the material is proprietary or a trade secret and therefore not subject to disclosure.

All offerors must select one of the following:

My response does not contain proprietary or trade secret information. I understand that my entire response will become public record in accordance with A.A.C. R2-7-C317.

My response does contain trade secret information because it contains information that:

1. Is a formula, pattern, compilation, program, device, method, technique or process, AND

2. 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

3. Is the subject of efforts by myself or my organization that are reasonable under the circumstances to maintain its secrecy.

Please note that failure to attach an explanation may result in a determination that the information does not meet the statutory trade secret definition. All information that does not meet the definition of trade secret as defined by A.A.C. R2-7-101(52) will become public in accordance with A.A.C. R2-7-C317. The State reserves the right to make its own determination of Proposer’s trade secret materials through a written determination in accordance with A.A.C. R2-7-103.

If the State agrees with the proposer’s designation of trade secret or confidentiality and the determination is challenged, the undersigned hereby agrees to cooperate and support the defense of the determination with all interested parties, including legal counsel or other necessary assistance.

By submitting this response, proposer agrees that the entire offer, including confidential, trade secret and proprietary information may be shared with an evaluation committee and technical advisors during the evaluation process. Proposer agrees to indemnify and hold the State, its agents and employees, harmless from any claims or causes of action relating to the State’s withholding of information based upon reliance on the above representations, including the payment of all costs and attorney fees incurred by the State in defending such an action.

Company Name Signature of Person Authorized to Sign

Address Printed Name

City State Zip Title

Consultant Engineering, Inc.

10625 North 25th Avenue, Suite 200

Phoenix, AZ, 85029

Mornith Clark Hochstein

Real Estate Services Division Manager – Vice President

ATTACHMENT 5

ADOT CONFIDENTIALITY AND TRADE SECRETS

Solicitation No: BPM006797 Available online at https://app.az.gov

Rev 03/2025

R2-7-103. Confidential Information

A. If a person wants to assert that a person's offer, specification, or protest contains a trade secret or other proprietary information, a person shall include with the submission a statement supporting this assertion. A person shall clearly designate any trade secret and other proprietary information, using the term "confidential". Contract terms and conditions, pricing, and information generally available to the public are not considered confidential information under this Section.

B. Until a final determination is made under subsection (C), an agency chief procurement officer shall not disclose information designated as confidential under subsection (A) except to those individuals deemed by an agency chief procurement officer to have a legitimate state interest.

C. Upon receipt of a submission, an agency chief procurement officer shall make one of the following written determinations:

1. The designated information is confidential and the agency chief procurement officer shall not disclose the information except to those individuals deemed by the agency chief procurement officer to have a legitimate state interest;

2. The designated information is not confidential; or

3. Additional information is required before a final confidentiality determination can be made.

D. If an agency chief procurement officer determines that information submitted is not confidential, a person who made the submission shall be notified in writing. The notice shall include a time period for requesting a review of the determination by the state procurement administrator.

E. An agency chief procurement officer may release information designated as confidential under subsection (A) if:

1. A request for review is not received by the state procurement administrator within the time period specified in the notice; or

2. The state procurement administrator, after review, makes a written determination that the designated information is not confidential.

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