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Vol. 2010, No. 11 (06/01/2010) PDF - Administrative Rules - Utah.gov

Vol. 2010, No. 11 (06/01/2010) PDF - Administrative Rules - Utah.gov

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DAR File <strong>No</strong>. 33650<br />

NOTICES OF PROPOSED RULES<br />

(e) whether the conditions of the service, product or<br />

delivery conditions are unable to be sufficiently described in the<br />

Invitation for Bids.<br />

(2) Determinations.<br />

(a) Except as provided in Section 63G-6-408 of the <strong>Utah</strong><br />

Procurement Code, before a solicitation may be issued for<br />

competitive sealed proposals, the procurement officer shall<br />

determine in writing that competitive sealed proposals is a more<br />

appropriate method for contracting than competitive sealed bidding.<br />

(b) The procurement officer may make determinations by<br />

category of supply, service, or construction item rather than by<br />

individual procurement. Procurement of the types of supplies,<br />

services, or construction so designated may then be made by<br />

competitive sealed proposals without making the determination<br />

competitive sealed bidding is either not practicable or not<br />

advantageous. The officer who made the determination may modify<br />

or revoke it at any time and the determination should be reviewed<br />

for current applicability from time to time.<br />

(3) Professional Services. For procurement of<br />

professional services, whenever practicable, the competitive sealed<br />

proposal process shall be used. Examples of professional services<br />

generally best procured through the RFP process are accounting and<br />

auditing, court reporters, x-ray technicians, legal, medical, nursing,<br />

education, actuarial, veterinarians, and research. The procurement<br />

officer will make the determination. Architecture and engineering<br />

professional services are to be procured in compliance with<br />

R33-5-510.<br />

3-202 Content of the Request for Proposals.<br />

The Request for Proposals shall be prepared in accordance<br />

with section 3-1<strong>01</strong> provided that it shall also include:<br />

(a) a statement that discussions may be conducted with<br />

offerors who submit proposals determined to be reasonably<br />

susceptible of being selected for award, but that proposals may be<br />

accepted without discussions; and<br />

(b) a statement of when and how price should be<br />

submitted.<br />

3-203 Proposal Preparation Time.<br />

Proposal preparation time shall be set to provide offerors a<br />

reasonable time to prepare their proposals. A minimum of 10<br />

calendar days shall be provided unless a shorter time is deemed<br />

necessary for a particular procurement as determined in writing by<br />

the procurement officer.<br />

3-204 Form of Proposal.<br />

The manner in which proposals are to be submitted,<br />

including any forms for that purpose, may be designated as a part of<br />

the Request for Proposals.<br />

3-204.1 Protected Records.<br />

The following are protected records and will be redacted<br />

subject to the procedures described below. From any public<br />

disclosure of records as allowed by the Governmental Records<br />

Access and Management [acte]Act (GRAMA) Title 63G, Chapter 2<br />

of the <strong>Utah</strong> Code. The protections below apply to the various<br />

procurement records including records submitted by offerors and<br />

their subcontractors or consultants at any tier.<br />

(a) Trade Secrets. Trade Secrets, as defined in Section<br />

13-24-2, will be protected and not be subject to public disclosure if<br />

the procedures of R33-3-204.2 are met.<br />

(b) Certain commercial information or nonindividual<br />

financial information. Commercial information or nonindividual<br />

financial information subject to the provisions of Section<br />

63G-2-305(2) will be a protected record and not be subject to public<br />

disclosure if the procedures of R33-3-204.2 are met.<br />

(c) Other Protected Records under GRAMA. There will<br />

be no public disclosure of other submitted records that are subject to<br />

non-disclosure or being a protected record under a GRAMA statute<br />

provided that the requirements of R33-3-204.2 are met unless<br />

GRAMA requires such nondisclosure without any preconditions.<br />

3-204.2 Process For Requesting <strong>No</strong>n-Disclosure. Any<br />

person (firm) who believes that a record should be protected under<br />

R33-3-204.1 shall include with their proposal or submitted<br />

document:<br />

(a) a written indication of which provisions of the<br />

submittal(s) are claimed to be considered for business<br />

confidentiality (including trade secret or other reason for nondisclosure<br />

under GRAMA; and<br />

(b) a concise statement of reasons supporting each<br />

claimed provision of business confidentiality.<br />

3-204.3 <strong>No</strong>tification. The person who complies with<br />

R33-3-204.2 shall be notified by the <strong>gov</strong>ernmental entity prior to<br />

the public release of any information for which business<br />

confidentiality has been asserted.<br />

3.204.4 <strong>No</strong>n-Disclosure and Dispute Process. Except as<br />

provided by court order, the <strong>gov</strong>ernmental entity to whom the<br />

request for a record is made under GRAMA, may not disclose a<br />

record claimed to be protected under R33-3-204.1 but which the<br />

<strong>gov</strong>ernmental entity or State Records Committee determines should<br />

be disclosed until the period in which to bring an appeal expires or<br />

the end of the appeals process, including judicial appeal. This<br />

R33-3-204-4 does not apply where the claimant, after notice, has<br />

waived the claim by not appealing or intervening before the records<br />

committee. To the extent provided by law, the parties to a dispute<br />

regarding the release of a record may agree in writing to an<br />

alternative dispute resolution process.<br />

3-204.5 Timing of Public Disclosure. Any allowed<br />

public disclosure of records submitted in the competitive sealed<br />

proposal process will only be made after the selection of the<br />

successful offeror(s) has been made public.<br />

3-205 Public <strong>No</strong>tice.<br />

Public notice shall be given by distributing the Request<br />

for Proposals in the same manner provided for distributing an<br />

Invitation for Bids under section 3-104.<br />

3-2<strong>06</strong> Pre-Proposal Conferences.<br />

Pre-proposal conferences may be conducted in accordance<br />

with section 3-1<strong>06</strong>. Any conference should be held prior to<br />

submission of initial proposals.<br />

3-207 Amendments to Request for Proposals.<br />

Amendments to the Request for Proposals may be made<br />

in accordance with section 3-107 prior to submission of proposals.<br />

After submission of proposals, amendments to the Request for<br />

Proposals shall be distributed only to offerors who submitted<br />

proposals and they shall be allowed to submit new proposals or to<br />

amend those submitted. An amendment to the Request for<br />

Proposals may be issued through a request for submission of Best<br />

and Final Offers. If, in the opinion of the procurement officer, a<br />

contemplated amendment will significantly change the nature of the<br />

procurement, the Request for Proposals shall be canceled and a new<br />

Request for Proposals issued.<br />

UTAH STATE BULLETIN, June <strong>01</strong>, <strong>2<strong>01</strong>0</strong>, <strong>Vol</strong>. <strong>2<strong>01</strong>0</strong>, <strong>No</strong>. <strong>11</strong> 29

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