BPM005735_AG24-0016_Attachment_II_Designation_of_Confidential_Information_05302024.pdf

Request for Proposal

Solicitation No. BPM005735

Outside Counsel - Consumer Fraud Contingency Fee

State of Arizona Office of the Attorney General

2005 N Central Avenue Phoenix, AZ 85004

Solicitation Attachment – Confidential Information Designation | Revision No. 1 | Revised 08-22

Attachment II: 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 of the 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.

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”:

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 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, 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.

Company name Signature of person authorized to sign

Address Printed name and title

City, State, ZIP Contact email address Contact phone number

Keller Rohrback L.L.P.

3101 North Central Avenue, Suite 1400 Lynn Lincoln Sarko, Managing Partner

Phoenix, AZ 85012 lsarko@kellerrohrback.com (602) 248-0088 rgriggs Sarko

Request for Proposal

Solicitation No. BPM005735

Outside Counsel - Consumer Fraud Contingency Fee

State of Arizona Office of the Attorney General

2005 N Central Avenue

Solicitation Attachment – Confidential Information Designation | Revision No. 1 | Revised 08-22

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.

KELLER ROHRBACK L.L.P.

ADAM L. ROSENBERG

(206) 428-0615

AROSENBERG@KELLERROHRBACK.COM

■ 3101 NORTH CENTRAL AVENUE, SUITE 1400, PHOENIX, AZ 85012 | TELEPHONE: (602) 248-0088 | FACSIMILE: (602) 248-2822 ■

SEATTLE (HQ) DENVER MISSOULA NEW YORK OAKLAND PHOENIX PORTLAND SANTA BARBARA

WWW.KELLERROHRBACK.COM | WWW.KRCOMPLEXLIT.COM

June 18, 2024

Cindy Palmer, Procurement Manager

Allyson Flanagan, Procurement Officer

State of Arizona

Office of the Attorney General

2005 N Central Avenue procurement@azag.gov

Re: Request for Proposal Solicitation #BPM005735 AGO Project #AG24-0016 Confidential Information Designation: Supporting Documentation

To whom it may concern:

I work for both public and private clients, some of whom will be put at a disadvantage if my rates are broadly disseminated. Additionally, per the terms of the RFP, I am offering a rate to the State of Arizona that is not available to other clients, so ensuring its confidentiality has independent economic value to myself as well. For these reasons, it is respectfully requested that confidentiality of the proposed rates be maintained.

Regards, Adam L. Rosenberg