Name: Avery Colgin

Affiliation: Withheld.

Location: UConn Storrs

Request Date Start: Withheld.

Request Date End: Withheld.

Details: To the Public Records Administration, University of Connecticut:

This request concerns records of the following campuses: (a) University of Connecticut (Storrs), (b) University of Connecticut-Avery Point, (c) University of Connecticut-Hartford Campus, (d) University of Connecticut-Stamford, and (e) University of Connecticut-Waterbury Campus.

Pursuant to the Connecticut Freedom of Information Act, Conn. Gen. Stat. § 1-200 et seq., I request copies of the following records for each campus named above:

1. All current contracts, purchase orders, license agreements, or subscription agreements for remote proctoring, online exam proctoring, or online exam monitoring services or software — including but not limited to agreements with ProctorU / Meazure Learning, Honorlock, Respondus, Proctorio, Examity, or MonitorEDU — and including any such agreements executed through a reseller, distributor, or cooperative purchasing vehicle;

2. All pricing schedules, order forms, quotes, and amendments associated with the agreements in item 1, including contract start dates, end dates, and renewal terms;

3. The bid tabulation, proposal evaluation summary, or award summary from the institution's most recent competitive solicitation for remote proctoring services, if any.

I request records in electronic format (PDF) delivered by email to this address, which should eliminate duplication costs. If any fee would apply, please notify me with an itemized estimate before doing any work on this request. If any portion of a responsive record is withheld, please cite the specific exemption claimed and release all segregable portions.

Notes:

Name: Stephan Hendricks

Affiliation: Perspective Data Science

Location: UConn Storrs

Request Date Start: 07/01/2022

Request Date End: 06/30/2025

Details: I’m seeking machine-readable (CSV or Excel) exports that your offices can readily produce from existing reports or standard queries – no custom programming needed.

1. All external vendor payments made by The University Connecticut
for fiscal years 2023, 2024, and 2025, covering all funding sources. Also include transaction-level P-card (purchasing card) transactions for the same periods, as well as travel and expense spend, including transactions processed through any separate travel, booking, or expense-reimbursement portal or paid as employee reimbursements for travel.

We do not need PDFs, images, receipts, or attachments – just the data exports your systems already produce.
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Systems to Search
Please pull from whichever of these systems you use (or their data-warehouse mirrors). We accept separate files per system.
● ERP/AP/GL: PeopleSoft/Oracle Financials, Workday, SAP, Banner (Ellucian), Infor, etc.
● eProcurement/Contracts: Jaggaer (SciQuest), Ariba, Coupa (if used).
● Travel & Expense: Concur, Chrome River (only items paid directly to vendors or settled to the card).
● P-Card bank portals: Bank of America Works, U.S. Bank Access Online, JP Morgan PaymentNet, Wells Fargo, PNC, WEX, etc.
● Data warehouse/reporting: Cognos, Power BI, Tableau, SAS—existing canned reports are acceptable.
________________________________________
What to Send
Please provide data files with the following general structure where available:

1. Each row contains one payment or an aggregation of payments to a particular vendor over the identified time period

2. Data should contain:
● Individual university name (unless files are split per university)
● Vendor name
● Invoice date and / or Payment date
● Amount paid
● Description of product or service
● Department/Cost Center
● Payment method (invoiced, p-card, travel system billing)

3. If available / applicable (and included as part of the standard report), also include the following:
● Campus name
● Vendor address (or other contact information, e.g., email or URL)
● Program and Project/Grant
● PO number (if any) and Contract ID (if any)
● Payment method (check/ACH/wire/card); check/ACH/wire number masked as required

4. Do not send any sensitive personal information (e.g., SSNs, bank account or credit card numbers, birthdates).
________________________________________
Format & Delivery (to reduce cost and effort)
● Format: CSV or Excel
● How to produce: Please use existing, canned reports or standard ad-hoc exports your staff already runs (e.g., “Supplier Payments,” “Vouchers Paid,” “Account Activity (P-card)” in Works/Access Online/PaymentNet).
● No new code: Please do not do custom programming or field mapping beyond what your standard export allows. If any field isn’t available on your standard export, please proceed with the fields that are readily available
● Delivery: Email or secure link (SharePoint/OneDrive/SFTP). A single ZIP with the files is great.
● Document

Notes: