In-Depth Exploration and Review of University of North Carolina – Charlotte’s Communications with Government Bodies and Other Stakeholders
| Tracking # |
24-72 |
| Submitted | April 8, 2024 |
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Communications
From: Eliab Marelli
To Whom It May Concern:
Pursuant to the North Carolina Public Records Law, I hereby request the following records:
Access to and copies of all records as detailed below, held by University of North Carolina-Charlotte (UNCC), regardless of format, medium, or physical characteristics. I am seeking records concerning the following UNCC employee:
• Carolyn Keith (ckeith11@uncc.edu)
And in connection with:
• Patrick Bourke (PBourke@eda.gov)
• Steve Kalland (steve_kalland@ncsu.edu)
• Allison Carr (akcarr@ncsu.edu)
• Samantha Gibson (sgibson3@ncsu.edu)
• Frank Avery (FAvery@eda.gov)
• Peter Ledford (peter.ledford@nc.gov)
• Eric Muth (ermuth@ncat.edu)
• Caroline Finklea Sullivan (caroline.sullivan@nc.gov)
• Andrea DeSantis (andrea.desantis@nc.gov)
• Jennifer Mundt (Jennifer.Mundt@commerce.nc.gov)
• Chet Mottershead (chet.mottershead@commerce.nc.gov)
• Machelle Sanders (machelle.sanders@commerce.nc.gov)
• Rob Cox (rcox3@uncc.edu, robert.cox@charlotte.edu)
• Robert (Bob) Powell (rpow426@gmail.com, rpowell@ncat.edu)
• Ward Lenz (ward@energync.org)
• Deb Wojcik (Deb@researchtrianglecleantech.org)
• Email domains: @ncat.edu, @ncsu.edu, @uncc.edu, @charlotte.edu, @nc.gov, @appstate.edu, @advancedenergy.org, @commerce.nc.gov, @researchtrianglecleantech.org, @ncat.edu, @ncsu.edu, @uncc.edu, @charlotte.edu, @nc.gov, @appstate.edu, @advancedenergy.org, @commerce.nc.gov, @researchtrianglecleantech.org
For records including but not limited to emails, text messages, phone call logs, phone call notes, video call logs, video call notes, notes referencing phone calls or video calls, social media posts, documentation, notes, emails, prepared agendas, meeting schedules during work hours or after, whether onsite or offsite, and whether on university equipment or personal devices.
This request includes any communications from, to, cc’d, or bcc’d, and regardless of current status (inbox, sent folder, outbox, junk mail, deleted items, or draft folders). The requested records span from September 1, 2022, up to and including the date of receipt of this request or until the date that this request is satisfied/fulfilled, whichever occurs later.
I understand that there may be fees associated with this request. I would appreciate if you would inform me of any possible charges in advance of fulfilling my request. However, if possible, I would prefer to receive these documents electronically to manage cost and expedite transference.
If there are any fees for searching or copying these records, please inform me if the cost will exceed [your maximum willing to pay amount]. However, I would also request a waiver of all fees as the disclosure of the requested information is in the public interest and will contribute significantly to the public’s understanding of the operations or activities of the government and is not primarily in my commercial interest.
If my request is denied in whole or part, I ask that you justify all deletions by reference to specific exemptions of the act. I will also expect you to release all segregable portions of otherwise exempt material. I reserve the right to appeal your decision to withhold any information or to deny a waiver of fees.
The requested documents will be made available to the general public, and this request is not being made for commercial purposes.
In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.
Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 10 business days.
Sincerely,
Eliab Marelli
From: University of North Carolina, Charlotte
UNC Charlotte
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This will acknowledge your request submitted to UNC Charlotte. We will respond accordingly.
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From: University of North Carolina, Charlotte
UNC Charlotte
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A message was sent to you regarding record request #24-72:
Eliab Marelli,
We reviewed your request and would like to discuss the scope. I tried calling the number you provided but it was unable to connect at this time. Would you please contact me at 704-687-8592 at your earliest convenience.
Thank you,
Tina Dadio
University Public Records Officer/Legal Specialist
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: Eliab Marelli
Hi Tina,
I am currently out of pocket with travels, however if you could explain any questions you have about scope. I'll commit to monitoring this platform to address.
With appreciation,
Eliab
From: University of North Carolina, Charlotte
UNC Charlotte
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A message was sent to you regarding record request #24-72:
Eliab:
This email is in response to your public records request, received on April 8, 2024, which asked for a variety of documents from September 1, 2022, up to the date of receipt of the request. The request includes:
1. “copies of all records…concerning the following UNCC employee Carolyn Keith (ckeith11@uncc.edu) and in connection with: Patrick Bourke (PBourke@eda.gov); Steve Kalland (steve_kalland@ncsu.edu); Allison Carr (akcarr@ncsu.edu); Samantha Gibson (sgibson3@ncsu.edu); Frank Avery (FAvery@eda.gov); Peter Ledford (peter.ledford@nc.gov); Eric Muth (ermuth@ncat.edu); Caroline Finklea Sullivan (caroline.sullivan@nc.gov); Andrea DeSantis (andrea.desantis@nc.gov); Jennifer Mundt (Jennifer.Mundt@commerce.nc.gov); Chet Mottershead (chet.mottershead@commerce.nc.gov); Machelle Sanders (machelle.sanders@commerce.nc.gov); Rob Cox (rcox3@uncc.edu, robert.cox@charlotte.edu); Robert (Bob) Powell (rpow426@gmail.com, rpowell@ncat.edu); Ward Lenz (ward@energync.org); Deb Wojcik (Deb@researchtrianglecleantech.org)”
2. Ms. Keith’s emails in connection with the following email domains: @ncat.edu, @ncsu.edu, @uncc.edu, @charlotte.edu, @nc.gov, @appstate.edu, @advancedenergy.org, @commerce.nc.gov, @researchtrianglecleantech.org, @ncat.edu, @ncsu.edu, @uncc.edu, @charlotte.edu, @nc.gov, @appstate.edu, @advancedenergy.org, @commerce.nc.gov, @researchtrianglecleantech.org.
3. “For records including but not limited to emails, text messages, phone call logs, phone call notes, video call logs, video call notes, notes referencing phone calls or video calls, social media posts, documentation, notes, emails, prepared agendas, meeting schedules during work hours or after, whether onsite or offsite, and whether on university equipment or personal devices.”
Once we received your request, we began analyzing the full scope of this request, including the hours and personnel required to fulfill the request.
For the first request, after running an email search between Ms. Carolyn Keith and the sixteen (16) individual domains listed in the first part of your request, it returned over 3,600 emails. We anticipate it will take approximately fifty (50) hours for review for responsiveness related to this part of the request.
The second part of your request (#2 above) resulted in over 19,000 emails, which would result in hundreds of hours of review.
The third part of your request (#3 above) is being processed and we will provide you with an estimate or charges once we review the extensiveness of the records.
While UNC Charlotte has every intention of complying with our statutory public records obligations, we have determined that your request requires extensive clerical and supervisory staff. The basis for this determination is the scope of this request, including reviewing over 22,000 emails. According to University Policy 605.8 (available at http://legal.uncc.edu/policies/up-605.8), this expenditure of time constitutes “extensive clerical and supervisory assistance” as defined by North Carolina Gen. Stat. §132-6.2. Since your request is considered extraordinary, it will incur a special charge at a presumptive rate of $18 per hour applied after the fourth hour of work on the request.
Given the scope of the request, would you like to revise or narrow the search, especially the first and second parts of your request?
Please let me know if you would like to proceed with your request by Monday, May 6, 2024. We will resume per your direction.
If you would like to discuss, I’m available at (704) 687-8592.
Regards,
Tina Dadio
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: Eliab Marelli
Hi Tina,
I am acknowledging receipt and will revert on or before Monday, May 6th, 2024.
Again, thank you!
Eliab
From: University of North Carolina, Charlotte
UNC Charlotte
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A message was sent to you regarding record request #24-72:
Thank you. We will await your response.
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: Muckrock Staff
To Whom It May Concern:
I'm following up on the following North Carolina Public Records Law request, copied below, and originally submitted on April 8, 2024. You had previously indicated that it would be completed on May 6, 2024. I wanted to check on the status of my request, and to see if there was a new estimated completion date. You had assigned it reference number #24-72.
Thanks for your help, and let me know if further clarification is needed.
From: Eliab Marelli
Hi Tina,
I hope that you had a weekend that was restorative to you! After reviewing the scope of the search, I understand the significant workload it entails.
Considering the extensive volume of emails returned from the search and the potential charges involved, at this time, I will revise, narrow and modify the request.
UNCC employee Carolyn Keith (ckeith11@uncc.edu) and Caroline Finklea Sullivan (caroline.sullivan@nc.gov); Andrea DeSantis (andrea.desantis@nc.gov); Jennifer Mundt (Jennifer.Mundt@commerce.nc.gov), plus emails, notes etc regarding the establishment of the Clean Carolinas' (www.cleancarolinas.io/Home) initiative.
I still would like to understand the details around the effort for #3 in your previous message.
Let me know if you require anything additional.
Best regards,
Eliab
From: University of North Carolina, Charlotte
UNC Charlotte
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A message was sent to you regarding record request #24-72:
Eliab,
We ran the following search based on your revised request received on May 6, 2024: (The search dates are from September 1, 2022, up to date the initial request was received, April 8, 2024):
* Emails to/from Carolyn Keith and Caroline Finklea Sullivan;
* Emails to/from Carolyn Keith and Andrea DeSantis;
* Emails to/from Carolyn Keith and Jennifer Mundt; and
* Emails with search terms: "establishment of Clean Carolinas initiative".
The total search resulted in 464 emails. We anticipate this will take around four (4) hours to compile and review for responsiveness. As previously mentioned, the University considers more than four hours to constitute as extensive use of personnel. After the fourth hour, there will be a surcharge of $18/per hour. If we exceed four (4) hours for this search, we will provide you with an estimate of charges prior to completing the review.
Please note that this time does not include the compilation and review for responsiveness of text messages, notes, or other documents related to your request (initial request #3).
Please confirm if you wish us to proceed with this review by May 10. We will provide you with an estimate of charges for text messages after we have determined the amount resulting from this request.
Thank you,
Tina Dadio
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: Eliab Marelli
Hi Tina,
It would be helpful for me to understand how many emails are in each category?
* Emails to/from Carolyn Keith and Caroline Finklea Sullivan has X number of emails?
* Emails to/from Carolyn Keith and Andrea DeSantis has X number of emails?
* Emails to/from Carolyn Keith and Jennifer Mundt has X number of emails?; and
* Emails with search terms: "establishment of Clean Carolinas initiative" has X number of emails?
This will help me better understand how to direct your time.
I look forward to your reply.
Kind Regards,
Eliab
From: Eliab Marelli
Hi Tina,
You suggested a decision time deadline of tomorrow, clearly that is now invalid given that I did not receive a reply, or an acknowledgement, in a reasonable enough time to make an informed decision regarding my FOIA request. I just wanted to document here for tracking purposed as we step forward together on this matter.
Thank you in advance for your cooperation.
Kind Regards,
Eliab
From: Eliab Marelli
Hi Tina,
I am following up with you regarding your prior note. Are you 1) receiving these correspondences, and 2) able to provide the requested ask?
I look forward to your prompt and timely reply.
Kind Regards,
Eliab
From: University of North Carolina, Charlotte
UNC Charlotte
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A document has been released for record request #24-72 along with the following message:
Establishment of Clean Carolinas emails.
* ~Emails_Establishment of Clean Carolina emails_Redacted.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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Documents have been released for record request #24-72 along with the following message:
1 of 2 - Establishment of Clean Carolinas attachments
* 0921_clusters_muro_katz.pdf
* 2022 NCIDEA Ecosystem Summit - Hardin.pdf
* 2023-10-30_Agenda.pdf
* Agenda - July 26th Governance Board Meeting.pdf
* All_PS_of_Proposal_2304047 (1).pdf
* Clean Carolinas - Management Plan.pdf
* Annual Report Meeting - Presentation.pdf
* Clean Carolinas - Kickoff Meeting.pdf
* Clean Carolinas - Pitch.pdf
* CLEANcarolinas Partners with Secretary Sanders_NCTOWERS Reception_2024-01-31.jpg
* CLEANcarolinas_Webinar.pdf
* Committee Assignments_2024-03-07_Rev2 (1).pdf
* CLEANcarolinas_Plan Forward_2024-03-06.pdf
* Committee Assignments_2024-03-07_Rev2 (3).pdf
* DE-FOA-0003302_RFI_Final (1).pdf
* FINAL STEAM Report_Aug2023.pdf
* Governance Board Meeting_2024-03-05.pdf
* Framework Model_SCRA-CU.pdf
* Greater Manchester overview.pdf
* IMG_0261.PNG
* June 7th -Agenda-Final.pdf
* IMG_1028.jpeg
* NC Automotive Supply Chain.pdf
* NC Delegation to NPH Prep Meeting.pptx
* Liverpool City Region overview.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
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CLEANcarolinas_Partners_with_Secretary_Sanders_NCTOWERS_Reception_2024-01-31
There are too many files to display on this communication. See all files
From: University of North Carolina, Charlotte
UNC Charlotte
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Documents have been released for record request #24-72 along with the following message:
2 of 2 - Establishment of Clean Carolinas email attachments
* NSF Budget Template.pdf
* North Wales Regional Economic Framework.pdf
* NC TOWERS CMS EPIC School Visit 1.31.pdf
* OSWC_Summary One Pager_MSM.pdf
* NSF-Engines_BAA_20220503.pdf
* Presentation 2 - Emily & Huw - Trade Policy.pdf
* Presentation 3 - Rich H.pdf
* Powering Up Britain.pdf
* Presentation 4 - Cheryl - offshore wind.pdf
* Presentation 5 - Paul Bevan.pdf
* WETO Offshore Wind 2023 Centers of Excellence Commuity Plan Overview.pdf
* SWOT_Quad Chart_Template_2023-10-16.pdf
* Sou_1n7bjMRlVQnVbNeqaxyr1XGvcDbDfn3p8.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
There are too many files to display on this communication. See all files
From: University of North Carolina, Charlotte
UNC Charlotte
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A document has been released for record request #24-72 along with the following message:
Uploaded Keith-Sullivan emails
* Emails Keith_Sullivan_Redacted.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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A document has been released for record request #24-72 along with the following message:
Uploaded Keith-Sullivan email attachment
* S4G - NC Careers_1q_EJ3VCWRDA6UPLkJ06tNziwkHs1470Bhtjw26QVlJA.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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A document has been released for record request #24-72 along with the following message:
Uploaded Keith-Mundt emails
* Emails Keith_Mundt_Redacted.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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Documents have been released for record request #24-72 along with the following message:
Uploaded Keith-Mundt email attachments
* CLEANcarolinas Webinar Agenda and Presenters Draft 04.02. 24.pdf
* CLEANcarolinas_Webinar Final.pdf
* FFTC venue-- table Layout- NCTowers 02.01.24.pdf
* NCTOWERS quarterly meeting agenda 02.01.pdf
* FFTC Rental Info.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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A document has been released for record request #24-72 along with the following message:
Uploaded Keith-DeSantis emails
* ~Emails Keith_DeSantis_Redacted.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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Documents have been released for record request #24-72 along with the following message:
Uploaded Keith-DeSantis email attachments
* Charlotte Region Confirmed Placements Short form.pdf
* S4G Charlotte Region Industry Partner Summary Table Final 05.02.pdf
* S4G April 18th_PowerPoint.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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Documents have been released to you for record request #24-72:
* Keith_Text Message 1_Redacted.pdf
* Keith_Text Message 2_Redacted.pdf
* Keith_Text Message 3_Redacted.pdf
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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A message was sent to you regarding record request #24-72:
Eliab Marelli,
I have uploaded all the records (emails and attachments) responsive to the revised request submitted on May 7, 2024 (as stated below):
* Emails to/from Carolyn Keith and Caroline Finklea Sullivan;
* Emails to/from Carolyn Keith and Andrea DeSantis;
* Emails to/from Carolyn Keith and Jennifer Mundt; and
* Emails with search terms: "establishment of Clean Carolinas initiative.
I have also attached the text messages responsive to this request.
Please note that this review took approximately four (4) hours. As mentioned previously, anything over four (4) hours constitutes extensive use of personnel time. If you require additional review of records, we will provide you with an estimate and there will be a surcharge of $18/per hour.
I have also uploaded emails and attachments between Carolyn Keith and Carolina Finklea Sullivan; Andre DeSantis; and Jennifer Mundt. In addition, to the emails and attachments related to the "establishment of Clean Carolinas initiative".
I believe this fulfills this request.
Regards,
Tina Dadio
University Public Records Officer/Legal Specialist
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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A message is now available for you to see for records request #24-72:
Eliab Marelli,
I have uploaded all the records (emails and attachments) responsive to the revised request submitted on May 7, 2024 (as stated below):
* Emails to/from Carolyn Keith and Caroline Finklea Sullivan;
* Emails to/from Carolyn Keith and Andrea DeSantis;
* Emails to/from Carolyn Keith and Jennifer Mundt; and
* Emails with search terms: "establishment of Clean Carolinas initiative.
I have also attached the text messages responsive to this request.
Please note that this review took approximately four (4) hours. As mentioned previously, anything over four (4) hours constitutes extensive use of personnel time. If you require additional review of records, we will provide you with an estimate and there will be a surcharge of $18/per hour.
I have also uploaded emails and attachments between Carolyn Keith and Carolina Finklea Sullivan; Andre DeSantis; and Jennifer Mundt. In addition, to the emails and attachments related to the "establishment of Clean Carolinas initiative".
I believe this fulfills this request.
Regards,
Tina Dadio
University Public Records Officer/Legal Specialist
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
From: University of North Carolina, Charlotte
UNC Charlotte
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Record request #24-72 has been closed.
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at UNC Charlotte.<br><em>Technical support:</em> See our <a href="https://www.nextrequest.civicplus.help/hc/en-us/categories/17720084172567-Requesters">help page</a>
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