Enroll 360/Intersect (University of Massachusetts (Amherst))

To Whom It May Concern:

Pursuant to the Massachusetts Public Records Law, I hereby request the following records:

1) All contracts and statements of work between the university and EAB and/or Intersect (formerly Hobsons' Intersect). In particular, this should include contracts and statements of work related to EAB's Enroll 360 product and/or Intersect. This should also include any sole source justification documents.

2) All user manuals and employee training materials for Enroll 360 and/or Intersect.

3) Documentation of the Enroll 360 and Intersect predictive models the university uses to help identify prospective students, target student recruitment and advertising, determine financial aid, or inform other recruitment and enrollment decisions. This should include any documents—often called predictive model reports, data libraries, model performance reports, etc.—that describe the statistical and machine learning methods the model uses (e.g., logistical regression, gradient boosting, etc.), what data was used to train the predictive models, what data variables are incorporated in the models, how those variables are weighted, and/or how those models perform.

4) A list of the student academic and demographic variables that university employees can select from within the Intersect software to target recruitment messages to specific groups of students. If a list does not already exist, I will accept screenshots of the variables from the Intersect software.

5) Documentation of all targeted recruitment messages the university has sent through Intersect since Jan. 1, 2019. This should include, where possible, the student academic and demographic variables used to target those messages and impact and ROI reports for those messages.

Should you have any questions about any aspect of this request, please don't hesitate to ask.

I ask that all fees be waived as I am a journalist and intend to use the requested records to publish articles in the public interest. In the event you choose to impose fees, I request a detailed breakdown of the fees, including the hourly wage of each employee involved and an explanation justifying the employee hours required to fulfill the request.

Should you choose to reject this request or redact portions of it, I ask that you provide a detailed breakdown of the statutory exemptions and associated case law underlying your decision to withhold each/any portions from public review.

I also request that, if appropriate, fees be waived as we believe this request is in the public interest, as suggested but not stipulated by the recommendations of the Massachusetts Supervisor of Public Records. The requested documents will be made available to the general public free of charge as part of the public information service at MuckRock.com, processed by a representative of the news media/press and is made in the process of news gathering and not for commercial usage.

I expect the request to be filled in an accessible format, including for screen readers, which provide text-to-speech for persons unable to read print. Files that are not accessible to screen readers include, for example, .pdf image files as well as physical documents.

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, as the statute requires.

Sincerely,

Todd Feathers