Bridgewater State Vendor Expenses, FY15-FY24
Submitted | Aug. 11, 2024 |
Due | Aug. 23, 2024 |
Est. Completion | None |
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Communications
From: AJ Vincelli
Hello,
Pursuant to the Massachusetts Public Records Law, I am hereby submitting a Public Records Request for all money given from Bridgewater State University to external vendors/suppliers in FY2015 through (and including) FY2024, a total of 10 years.
Specifically, the data I am requesting include (but are not limited to):
* all vendors, suppliers, individuals, and public-private partnerships
* all materials, goods, services, properties, commodities, equipment leases, property leases, and licenses
* all catalog orders, non-catalog orders, blanket orders, direct payments, bank card purchases, strategic sourcing, and competitive procurements
* all auxiliary services purchases (starts in 2022, may be from a different accounting system)
* all purchase orders, requisitions, and invoices
* all products, goods, services, contracts, and subcontracts
* all accounts, classes, commodities, and departments
* regardless of the funding source
I’m requesting the data in a single Excel spreadsheet file (.xlsx format) with at least the following columns:
* Amount
* Supplier/Vendor Name
* Account Description
* Commodity Description
* Fiscal Year
* Department/Origin Description
Please report every expense, even if one or more of the above fields is blank. Please also include negative expense amounts, which is rare but does occur.
In case it’s helpful, I've attached an image example of what I’m hoping to receive. The columns may be in any order, and the fiscal years may be on one sheet or different sheets. The columns can be sorted in any order, or unsorted if that’s easiest.
I’m anticipating that this request may be fulfilled by a simple financial report generation and export of the generated file, and therefore shouldn’t take much human time or incur any fees. Please let me know immediately if this isn’t the case, so I can modify my request as necessary to meet the PRL deadline of 10 business days.
Please email the Excel file by the deadline of Monday August 26th, 2024.
Thank you very much!
Sincerely,
AJ Vincelli
Graduate Student Union at UMass Dartmouth
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FOIA_Request_Example.jpg
From: Bridgewater State University
Hello AJ,
I am writing to acknowledge receipt of your request. I am away on vacation until August 26th. I have copied our Procurement team on this email and asked that they work with you in my absence.
Wishing you well.
Laura
Laura Machado
Staff Associate and Public Information Officer
Office of the President
Bridgewater State University
www.bridgew.edu<http://www.bridgew.edu>
(508)531-1791
From: AJ Vincelli
Hi Laura, thanks very much for letting us know. I hope you have a good vacation!
Jennifer and Nadine, please let me know if you have any questions. And thank you for your help, we appreciate it!
Sincerely,
AJ Vincelli
From: Bridgewater State University
Good afternoon,
Please see attached the requested excel spreadsheet listing all encumbrances between FY15-FY24. The file contains the following information:
* Amount
* Supplier/Vendor Name
* Purchase Order Description
* Fiscal Year
* Department Description
Please note the procard spreadsheet only goes back two (2) years due to the limited storage of our database which only saves up to two (2) years of data at a time.
Thank you,
Nadine
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Encumbrances FY15-FY24
From: AJ Vincelli
Hi Nadine,
Thank you for this info, and I apologize for my delay in responding.
I see your note that the PCard data only goes back 2 years, I think that's okay. Thank you for letting me know.
In the PO Report tab, I don't see the Account Description column (it would have entries like "management consulting" and "IT equipment" and such). Can this column please be added?
In the PCard Report tab, I think both the Account Description and Commodity Description columns are missing. Can these 2 columns please be added?
Thank you,
AJ Vincelli
From: Bridgewater State University
AJ,
I’ve run the report, however, as a reminder, the procard report can only go back 24 months. This means that I am only able to go back to November 29, 2022 as of today.
I will forward an updated report shortly.
Thank you,
Nadine
Nadine Rodriguez
She/Her/Hers
Assistant Director of Procurement Services
Bridgewater State University
nrodriguez@bridgew.edu<mailto:nrodriguez@bridgew.edu>
From: Bridgewater State University
AJ,
Please see the updated file. Please note, as we implemented a new procurement card system in 2017, the report that I run is no longer is able to pull the Account Description, however, the download I use provided the merchant description for the past 24 months. Please review the file and let me know if this information is sufficient. If it isn't, please let me know right away. I will contact our Procard Administrator and request her to run another report to see if she is able to pull more information.
Thank you,
Nadine
Nadine Rodriguez
She/Her/Hers
Assistant Director of Procurement Services
Bridgewater State University
nrodriguez@bridgew.edu<mailto:nrodriguez@bridgew.edu>
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Updated _ Encumbrances FY15-FY24
From: AJ Vincelli
Hi Nadine,
Unfortunately, I absolutely need to have the Account Description data, at least for the first tab (the PO reports). I understand that the procard data may be more difficult.
Sincerely,
AJ Vincelli
From: AJ Vincelli
Hi Nadine,
Please respond.
Thanks,
AJ Vincelli