Attachment_02___Confidential_Information_Designation.pdf

PDF 251 KB Posted

Attached to
Community Accountability Program Services for Community Corrections
Solicitation number
BPM007036
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This is a Confidential Information Designation attachment for a Request for Proposal issued by the Arizona Department of Corrections, Solicitation No. BPM007036, for Community Accountability Program Services for Community Corrections Rehabilitation & Reentry located at 701 E. Jefferson Street, Phoenix, Arizona 85034. The attachment establishes the process and requirements for offerors to designate materials submitted in their proposals as confidential or proprietary information that should be excluded from public disclosure under Arizona public records law. Offerors must complete the designation form and return it with their offer, clearly identifying any trade secrets or proprietary information and providing supporting documentation to justify the confidential designation. The form requires offerors to certify whether their response does or does not contain proprietary or trade secret information; if neither option is checked, the State will assume the response does not contain such information and will be treated as public record in accordance with applicable Arizona Administrative Code regulations.

All information submitted as part of a proposal response is subject to Arizona public records law and will be disclosed upon appropriate public records requests unless successfully designated as confidential. Trade secrets are defined under A.A.C. R2-7-101(51) and must meet three criteria: derive independent economic value from not being generally known, be the subject of reasonable efforts to maintain secrecy, and constitute formulas, patterns, compilations, programs, devices, methods, techniques, or processes. Offerors agree that the entire offer, including confidential information, may be shared with evaluation committees and technical advisors during the evaluation process. The State's chief procurement officer will make a written determination regarding confidentiality claims, and offerors have the right to request a review by the state procurement administrator if their designation is denied. Offerors are required to indemnify and hold the State harmless from any claims arising from the State's withholding of information based on confidentiality designations, including all associated costs and attorney fees.

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Solicitation Attachment 04 – Confidential Information Designation | Revision No. 3 | Revised 03-24

Request for Proposal Arizona Department of Corrections, Solicitation No. BPM007036 Community Accountability Program Services for Community

Corrections

Rehabilitation & Reentry

701 E. Jefferson Street

Phoenix, AZ 85034

Attachment 02 – 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”:

x 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.

Solicitation Attachment 04 – Confidential Information Designation | Revision No. 3 | Revised 03-24

Request for Proposal Arizona Department of Corrections, Solicitation No. BPM007036 Community Accountability Program Services for Community

Corrections

Rehabilitation & Reentry

701 E. Jefferson Street

Phoenix, AZ 85034

Attachment 2 – 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.

Attachment 02 – Confidential Information Designation
Attachment 2 – Confidential Information Designation (for reference only)

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