A4_-_Confidential_Information_Molera_Updated 7.24.25.docx

DOCX document 58 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 issued by the Arizona Department of Administration, State Procurement Office, for Solicitation No. BPM006852 regarding lobbying services for the Secretary of State. The document establishes the process and requirements for designating materials submitted in response to the solicitation as confidential or trade secret information under Arizona Administrative Code. Offerors must complete the form and submit it with their proposal, selecting whether their response contains trade secret information or does not contain proprietary or trade secret information. All materials submitted are subject to Arizona public records law and will be disclosed upon appropriate public records requests unless properly designated as confidential and meeting the statutory definition of trade secret as established in A.A.C. R2-7-101(51).

The document specifies that offerors seeking to designate information as confidential must provide a supporting explanation demonstrating that the material qualifies as a trade secret by meeting three criteria: it constitutes a formula, pattern, compilation, program, device, method, technique, or process; it derives independent economic value from not being generally known; and the offeror has taken reasonable efforts to maintain its secrecy. Contract terms, conditions, pricing, and publicly available information are explicitly excluded from confidentiality protection. The State reserves the right to share all submission materials, including designated confidential information, with evaluation committees and technical advisors during the evaluation process. Offerors agreeing to submit a response acknowledge that they will cooperate in defending any confidentiality designations that are challenged and will indemnify and hold the State harmless from any claims related to the State's withholding of information based on the offeror's confidentiality assertions.

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Text version

Request for Proposal

Solicitation No. BPM00XXXX

Title

Arizona Department of Administration State Procurement Office 100 North 15th Avenue Phoenix, AZ 85007

Request for Proposal

Solicitation No. BPM006852 Lobbyist Arizona Department of Administration State Procurement Office

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
X
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.

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.

Solicitation Attachment – Confidential Information Designation | Revision No. 3 | Revised 03-24 image2.jpg image1.jpg

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