A4_-_Confidential_Information_Creosote.pdf

PDF 162 KB Posted

Attached to
Lobbyist for Secretary of State (SOS)
Solicitation number
BPM006852
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This is a Confidential Information Designation form attachment (Attachment 4) issued by the Arizona Department of Administration State Procurement Office for Request for Proposal Solicitation No. BPM006852, which seeks professional intergovernmental state legislative lobbying services for the Arizona Secretary of State's office. The solicitation requires an "Authorized Public Lobbyist" as defined under A.R.S. 41-1231(2) to provide comprehensive legislative advocacy services beginning with the 2026 Arizona State Legislative Session. Proposals were due by July 16, 2025, with posting occurring on May 23, 2025. The State noted that it will not respond to technical inquiries submitted less than five business days before the proposal due date.

The form establishes the process for designating materials submitted in responses as confidential or containing trade secrets in accordance with Arizona Administrative Code R2-7-103. Offerors must complete the designation form and return it with their offer, clearly identifying any proprietary or trade secret information using the term "confidential" and providing supporting explanation. The State will not consider any material confidential unless properly designated on this form. Trade secret information must meet specific statutory criteria: it must be a formula, pattern, compilation, program, device, method, technique, or process; derive independent economic value from not being generally known; and be subject to reasonable secrecy efforts by the offeror. Contract terms, conditions, pricing, and publicly available information are not considered confidential. Offerors agree that the entire submission, including confidential materials, may be shared with evaluation committees and technical advisors, and agree to indemnify the State against claims relating to information withholding. The agency chief procurement officer will make written determinations on confidentiality claims, with appeal provisions available through the state procurement administrator.

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Text version

Request for Proposal

Solicitation No. BPM006852

Lobbyist

Arizona Department of Administration

State Procurement Office

Solicitation Attachment – Confidential Information Designation | Revision No. 3 | Revised 03-24

Attachment 4 – Confidential Information Designation

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 are proprietary or a trade secret, a process is set out in A.A.C. R2-7-103

(copy 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(51).

Complete this form and return it with your Offer along with the appropriate supporting information to assist the State in making its determination as to whether any materials submitted as part of your Offer should be designated confidential because the material is proprietary or a trade secret and therefore not subject to disclosure. Offerors shall create a redacted version of documents containing confidential information upon request from the Procurement Officer.

STATE WILL NOT CONSIDER ANY MATERIAL IN YOUR OFFER “CONFIDENTIAL” UNLESS DESIGNATED ON THIS FORM.

Check one of the following – if neither is checked, State will assume that it is equivalent to “DOES NOT”:

☐ This 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; or

☐ This response DOES contain trade secret information because it contains information that:

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

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.

NOTE: 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(51) will become public in accordance with A.A.C. R2-7-C317. State may make its own determination on materials in accordance with A.A.C. R2-7-103.

If State agrees with Offeror’s designation of trade secret or confidentiality and the determination is challenged, the Offeror 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, Offeror 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. Offeror agrees to indemnify and hold State, its agents and employees, harmless from any claims or causes of action relating to

State’s withholding of information based upon reliance on the above representations, including the payment of all costs and attorney fees incurred by State in defending such an action.

HuGOAT Polanco

Request for Proposal

Solicitation No. BPM006852

Lobbyist

Arizona Department of Administration

State Procurement Office

Solicitation Attachment – Confidential Information Designation | Revision No. 3 | Revised 03-24

Attachment – Confidential Information Designation (for reference only)

A.A.C. R2-7-103 [Confidential Information] as was current at time of Solicitation issuance

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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