Name: Michael Aronow

Affiliation: Withheld.

Location: UConn Health

Request Date Start: Withheld.

Request Date End: Withheld.

Details: 1. A copy of any documents relating to the amount of money in the School of Medicine Academic Fund or Academic Enrichment Fund of current or past faculty of the Department of Orthopaedic Surgery at the University of Connecticut School of Medicine.
a. The documents should include original electronic copies of Microsoft word and Excel files, emails containing Microsoft word and Excel files, and paper copies containing net balance, deposits (date, amount, and source of funds), and/ or payments (date, amount, and destination of funds) that occurred between July 1, 2009 and May 24, 2018 involving the above School of Medicine Academic Fund or Academic Enrichment Fund.
b. The search should include the relevant records of the Department of Orthopaedic Surgery at the University of Connecticut School of Medicine as well as the computers used by Erika Ivanov, Sue Ellen Pelletier, Sandy Tolisano, Jay Lieberman, and Gus Mazzocca, as well as any Orthopaedic Department Shared Drives that they would have access to.
c. Computer and email search terms should include but not be limited to:
i. “AEF” anywhere within the file name
ii. “Academic Enrichment Fund” anywhere within the file name
iii. “School of Medicine Fund” anywhere within the file name.
iv. “School of Medicine Academic Fund” anywhere within the file name
v. “SOM Fund” anywhere within the file name
vi. “ALL Faculty 3-17079 AEF Spreadsheets” anywhere within the file name
vii. “MSA Accounts Workbook” anywhere within the file name
viii. Other terms containing the words that the department administrator and staff responsible for managing these two funds currently and previously used to label these files
2. A list of all documents that you have obtained related to the above requests but were excluded and the reason they were excluded.
3. A list of the individuals who carried out the search and all the search terms used.

Notes: