8-Trade Secret Form.pdf

PDF 27 KB Posted

Attached to
Human Capital Management (HCM) Platform & Implementation Services
Solicitation number
25-68
Issued by
Montgomery County, Pennsylvania

About this file

This is a Trade Secret/Confidential Proprietary Information Notice Form related to Montgomery County, Pennsylvania's Human Capital Management (HCM) Platform & Implementation Services contract opportunity. The form serves as a template and instructions document for vendors submitting bids or proposals to assert claims that portions of their submissions contain trade secrets or confidential proprietary information that should be withheld from public disclosure. The form requires submitting parties to identify themselves, provide contact information, describe the materials being submitted, explain the purpose of the submission, and specifically list which portions of their materials constitute trade secrets or confidential proprietary information along with detailed justifications for such claims. Vendors must clearly mark designated sections of their submissions and acknowledge understanding of the form's requirements and limitations.

The form explicitly states that certain information cannot be claimed as trade secrets or confidential proprietary information, including vendor cost proposals, technical responses not pertaining to specific business practices or product specifications, publicly available information, and details regarding product names, quantities, and prices paid by the County. The submitting party must sign and date the form, acknowledging that the County is not liable for disclosure of unmarked materials and that the party agrees to defend and indemnify the County against any legal challenges to the County's release of claimed trade secrets or confidential information. The form also notes that the County retains the right to reject claims of trade secret status if the submitting party fails to meet the burden of proof, and that only information properly protected will remain nonpublic while the remainder of submissions will become public record.

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Text version

Trade Secret/Confidential Proprietary Information Notice

Instructions:

The County may not assert on behalf of a third party an exception to the public release of materials that contain trade secrets or confidential proprietary information unless the materials were accompanied by this form or a document containing similar information.

It is the responsibility of the party submitting this form to ensure that all statements and assertions made below are legally defensible and accurate. The County will not provide a submitting party any advice with regard to trade secret law.

Name of submitting party:

Contact information for submitting party:

Please provide a brief overview of the materials being submitted (e.g. bid proposal, grant application, technical schematics)

Please provide a brief explanation of why the materials are being submitted to the County (e.g. response to bid #12345, application for grant XYZ being offered by the Department of Health, documents required to be submitted under law ABC)

Please provide a list detailing which portions of the material being submitted you believe constitute a trade secret or confidential proprietary information, and please provide an explanation of why you think those materials constitute a trade secret or confidential proprietary information. Also, please mark the submitted material in such a way to allow a reviewer to easily distinguish between the parts referenced below. (You may attach additional pages if needed)

Note: The following information will not be considered a trade secret or confidential proprietary information:

Any information submitted as part of a vendor’s cost proposal Information submitted as part of a vendor’s technical response that does not pertain to specific business practices or product specification Information submitted as part of a vendor’s technical or disadvantaged business response that is otherwise publicly available or otherwise easily obtained

Information detailing the name, quantity, and price paid for any product or service being purchased by the County

Page Number Description Explanation

Acknowledgment

The undersigned party hereby agrees that it has read and completed this form, and has marked the material being submitted in accordance with the instructions above. The undersigned party acknowledges that the County is not liable for the use or disclosure of trade secret data or confidential proprietary information that has not been clearly marked as such, and which was not accompanied by a specific explanation included with this form.

The undersigned agrees to defend any action seeking release of the materials it believes to be trade secret or confidential, and indemnify and hold harmless the County, its agents and employees, from any judgments awarded against the County in favor of the party requesting the materials, and any and all costs connected with that defense. This indemnification survives so long as the County has possession of the submitted material, and will apply to all costs unless and until the undersigned provides a written statement or similar notice to the County stating that it no longer wishes to exempt the submitted material from public disclosure.

The undersigned acknowledges that the County is required to keep all records for at least as long as specified in its published records retention schedule.

The undersigned acknowledges that the County reserves the right to reject the undersigned’s claim of trade secret/confidential proprietary information if the County determines that the undersigned has not met the burden of establishing that the information constitutes a trade secret or is confidential. The undersigned also acknowledges that if only a certain part of the submitted material is found to constitute a trade secret or is confidential, the remainder of the submitted material will become public; only the protected information will be removed and remain nonpublic.

If being submitted electronically, the undersigned agrees that the mark below is a valid electronic signature.

Signature Title Date

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