[Eg-oversight-board] Evergreen Project Legal Counsel Search

Wed Oct 17 10:43:18 EDT 2018

Thank you, everyone.

I have sent emails to the two firms. I contacted Goldstein & Pressman
through the form on Martindale. Slagle, Bernard & Gorman did not have a
single email address, so I emailed the three attorneys at that practice who
specialize in non-profit law. I could not find an email for Roger
Fagerberg, so I called him and spoke with him. He is partially retired and
not currently an authorized tax preparer with the IRS, so he declined our
invitation. However, my conversation with him was helpful. He said it would
be helpful for us to find an attorney who is also a CPA that could deal
with any complicated tax issues that arise, or we should work with a CPA
separately.

I'll let you know if when I hear back from the firms. If I don't hear from
them by the end of the week, I will call them.

On Wed, Oct 17, 2018 at 9:06 AM scott.thomas at sparkpa.org <
scott.thomas at sparkpa.org> wrote:

> Hi Jessica,
>
>   Right now it looks like I can make all three of these. Thank you for
> getting this together. It must not have been easy.
>
>
> Scott
>
>
>
>
>
> *From:* eg-oversight-board [mailto:
> eg-oversight-board-bounces at list.evergreen-ils.org] *On Behalf Of *Jessica
> Woolford
> *Sent:* Tuesday, October 16, 2018 4:58 PM
> *To:* Terran McCanna <tmccanna at georgialibraries.org>
> *Cc:* eg-oversight-board <eg-oversight-board at list.evergreen-ils.org>
> *Subject:* Re: [Eg-oversight-board] Evergreen Project Legal Counsel Search
>
>
>
> That is a much appreciated contribution, Terran!
>
>
>
> On Tue, Oct 16, 2018 at 4:54 PM Terran McCanna <
> tmccanna at georgialibraries.org> wrote:
>
> Those dates and times all work for me. I don't feel that I'll have a lot
> to contribute to these calls, but as Secretary I'll do my best to take
> notes.
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> tmccanna at georgialibraries.org
>
>
>
> * The GPLS office is in the midst of relocating offices. We may be reached
> by all of the current mechanisms during the transition, but to ensure the
> most prompt response, please use the Help Desk:
> https://help.georgialibraries.org
>
>
>
>
>
> On Tue, Oct 16, 2018 at 4:33 PM, Jessica Woolford <jwoolford at biblio.org>
> wrote:
>
> Hi everyone,
>
>
>
> Thanks for those who participated in the poll! I'm glad you will be able
> to make it!
>
>
>
> We have 3 dates and 3 potential attorneys to contact. Unfortunately, I now
> have a conflict on one of the dates. Will October 31st still work for
> everyone if I move the time to 3 PM?
>
>
>
> Since Ron indicated a preference for firms, I will prioritize contacting
> those first. If we need to we, can pick a different date to offer the
> private practice. I will initiate contact with the firms tomorrow. If I
> hear back from them that our dates do not work, I will send out another
> poll.
>
>
>
> Goldstein & Pressman, P.C.- October 24th at 2 PM
>
> Slagle, Bernard & Gorman A Professional Corporation - October 25th at 2 PM
>
> Roger R. Fagerberg - October 31st at 3 PM (tentatively)
>
>
>
> Let me know if there are any question/comments/concerns.
>
>
>
> Jessica
>
>
>
> On Fri, Oct 12, 2018 at 2:37 PM Jessica Woolford <jwoolford at biblio.org>
> wrote:
>
> Friendly reminder to fill out the Doodle poll today, if you'd like to/can
> participate in the call. I will choose dates to offer the attorneys early
> next week.
>
>
>
> Thanks!
>
> Jessica
>
>
>
> On Mon, Oct 8, 2018 at 1:10 PM Jessica Woolford <jwoolford at biblio.org>
> wrote:
>
> Hi all,
>
>
>
> Here is the Doodle poll to help us choose potential dates for speaking to
> the attorneys: https://doodle.com/poll/rtgqvci9fi4sst55. Please fill it
> out if you would like to be on the call. I'll give everyone until the end
> of the week, then I will pick the dates and begin contact.
>
>
>
> Thanks,
>
> Jessica
>
>
>
> On Thu, Oct 4, 2018 at 1:58 PM Jessica Woolford <jwoolford at biblio.org>
> wrote:
>
> Hi Mike,
>
>
>
> I can certainly copy and paste the text of the document into an email. I
> planned to do that at least with the introduction, but I can include the
> questions as well. I changed the heading "Questions" to "Here is a list of
> our questions:"
>
>
>
> I would also like to include a list of possible dates for a phone call
> with the initial contact. If we don't have any changes to make to the
> document (knowing that text will be sent along to the attorneys), I'll send
> out a Doodle poll so that anyone who wants to participate in the call
> indicate their availability.
>
>
>
> Thanks,
>
> Jessica
>
>
>
> On Thu, Oct 4, 2018 at 1:49 PM Mike Rylander <mrylander at gmail.com> wrote:
>
> A big +1 from me, Jessica.
>
> Do we want to start with an email introducing ourselves, with the
> questions included, to speed up any following phone calls?
>
> Thanks!
>
> --
> Mike Rylander
>  | Executive Director
>  | Equinox Open Library Initiative
>  | phone:  1-877-OPEN-ILS (673-6457)
>  | email:  miker at equinoxinitiative.org
>  | web:  http://equinoxinitiative.org
>
> On Thu, Oct 4, 2018 at 10:35 AM Jessica Woolford <jwoolford at biblio.org>
> wrote:
> >
> > Paging Mike Rylander. What do you think?
> >
> > On Tue, Oct 2, 2018 at 8:24 AM Gagnon, Ron <gagnon at noblenet.org> wrote:
> >>
> >> Fine with me as well.
> >> Ron
> >>
> >> On Mon, Oct 1, 2018 at 8:13 AM Goben, Anna <AGoben at library.in.gov>
> wrote:
> >>>
> >>> Fine with me if you want to move forward on setting up some
> appointments!  Thanks for working on this!!!
> >>>
> >>>
> >>>
> >>> -Anna
> >>>
> >>>
> >>>
> >>> Anna Goben
> >>>
> >>> Evergreen Indiana Coordinator
> >>>
> >>> Indiana State Library
> >>>
> >>> 140 N Senate Ave
> >>>
> >>> Indianapolis, IN 46204
> >>>
> >>> 317-234-6624
> >>>
> >>> Fax: 317-232-3713
> >>>
> >>>
> >>>
> >>> From: eg-oversight-board [mailto:
> eg-oversight-board-bounces at list.evergreen-ils.org] On Behalf Of Garry
> Collum
> >>> Sent: Friday, September 28, 2018 8:12 PM
> >>> To: Terran McCanna <tmccanna at georgialibraries.org>;
> scott.thomas at sparkpa.org
> >>> Cc: eg-oversight-board <eg-oversight-board at list.evergreen-ils.org>;
> Gagnon, Ron <gagnon at noblenet.org>
> >>> Subject: Re: [Eg-oversight-board] Evergreen Project Legal Counsel
> Search
> >>>
> >>>
> >>>
> >>> **** This is an EXTERNAL email. Exercise caution. DO NOT open
> attachments or click links from unknown senders or unexpected email. ****
> >>>
> >>> ________________________________
> >>>
> >>> My thought as well.
> >>>
> >>>
> >>>
> >>> Garry
> >>>
> >>>
> >>>
> >>>
> >>>
> >>> That is my thought as well.
> >>>
> >>>
> >>> Terran McCanna
> >>> PINES Program Manager
> >>> Georgia Public Library Service
> >>> tmccanna at georgialibraries.org
> >>>
> >>>
> >>>
> >>> * The GPLS office is in the midst of relocating offices. We may be
> reached by all of the current mechanisms during the transition, but to
> ensure the most prompt response, please use the Help Desk:
> https://help.georgialibraries.org
> >>>
> >>>
> >>>
> >>>
> >>>
> >>> On Thu, Sep 27, 2018 at 2:23 PM, scott.thomas at sparkpa.org <
> scott.thomas at sparkpa.org> wrote:
> >>>
> >>> Hi Jessica,
> >>>
> >>>   In my opinion you can proceed without having to wait for the next
> meeting.
> >>>
> >>>
> >>>
> >>> Scott
> >>>
> >>>
> >>>
> >>> From: Jessica Woolford [mailto:jwoolford at biblio.org]
> >>> Sent: Thursday, September 27, 2018 1:57 PM
> >>> To: Gagnon, Ron <gagnon at noblenet.org>
> >>> Cc: scott.thomas at sparkpa.org; eg-oversight-board <
> eg-oversight-board at list.evergreen-ils.org>
> >>> Subject: Re: [Eg-oversight-board] Evergreen Project Legal Counsel
> Search
> >>>
> >>>
> >>>
> >>> Hi everyone,
> >>>
> >>>
> >>>
> >>> Are we ready to move forward with contacting the potential attorneys,
> per the plan I outlined in my first message? Does anyone have any
> additional feedback? Do we want to wait until after our next meeting before
> proceeding?
> >>>
> >>>
> >>>
> >>> Whenever we're ready to move forward, I will set up a Doodle poll for
> those who want to attend the phone call so that I can offer the attorneys
> potential dates when I reach out to them.
> >>>
> >>>
> >>>
> >>> Thank you,
> >>>
> >>> Jessica
> >>>
> >>>
> >>>
> >>> On Fri, Sep 21, 2018 at 1:57 PM Gagnon, Ron <gagnon at noblenet.org>
> wrote:
> >>>
> >>> Jessica,
> >>>
> >>> Thanks for doing this.  The document looks very complete.
> >>>
> >>>
> >>>
> >>> My preference would be for a firm, both for variety of specialties and
> constant availability, I see one of the possibilities seems to be a sole
> proprietor, but we'll see how it plays out.
> >>>
> >>>
> >>>
> >>> Have a good weekend.
> >>>
> >>>
> >>>
> >>> Ron
> >>>
> >>>
> >>>
> >>> On Wed, Sep 19, 2018 at 11:47 AM Jessica Woolford <
> jwoolford at biblio.org> wrote:
> >>>
> >>> Thank you, Scott. I have added the question you suggested.
> >>>
> >>>
> >>>
> >>> Jessica
> >>>
> >>>
> >>>
> >>> On Wed, Sep 19, 2018 at 10:33 AM, scott.thomas at sparkpa.org <
> scott.thomas at sparkpa.org> wrote:
> >>>
> >>> Hi Jessica,
> >>>
> >>>    This is a great start. Thank you for doing this. We also may want
> to ask them about their experience with trademark, copyright, and
> intellectual property issues.
> >>>
> >>>
> >>>
> >>> Scott
> >>>
> >>>
> >>>
> >>> From: eg-oversight-board [mailto:
> eg-oversight-board-bounces at list.evergreen-ils.org] On Behalf Of Jessica
> Woolford
> >>> Sent: Tuesday, September 18, 2018 11:04 AM
> >>> To: eg-oversight-board <eg-oversight-board at list.evergreen-ils.org>
> >>> Subject: [Eg-oversight-board] Evergreen Project Legal Counsel Search
> >>>
> >>>
> >>>
> >>> Hi everyone,
> >>>
> >>>
> >>>
> >>> I have begun a document with an introduction and a list of potential
> questions for the attorneys. My thought is that the initial contact would
> be through email (though it could be a phone call if that is preferable),
> and our questions could be asked during a phone call in order to assess
> personality as well as experience. I'm requesting that Mike or one of the
> officers join me for the phone call, but you all are certainly invited!
> Does that sound like a plan?
> >>>
> >>>
> >>>
> >>> Below is a link to the document. It is a *very* rough draft. I look
> forward to your feedback and suggestions.
> >>>
> >>>
> >>>
> >>>
> https://docs.google.com/document/d/16HtXH7nIUcNzVblj-H4K2gWxSu7kOOGTKAktbBo5pGU/edit?usp=sharing
> >>>
> >>>
> >>>
> >>> Thank you!
> >>>
> >>> Jessica
> >>>
> >>>
> >>> --
> >>>
> >>> Jessica Woolford
> >>>
> >>> Evergreen Systems Manager
> >>>
> >>> Bibliomation, Inc.
> >>>
> >>> 24 Wooster Ave.
> >>>
> >>> Waterbury, CT 06708
> >>>
> >>> 203-577-4070 ext. 105
> >>>
> >>>
> >>>
> >>>
> >>> --
> >>>
> >>> Jessica Woolford
> >>>
> >>> Evergreen Systems Manager
> >>>
> >>> Bibliomation, Inc.
> >>>
> >>> 24 Wooster Ave.
> >>>
> >>> Waterbury, CT 06708
> >>>
> >>> 203-577-4070 ext. 105
> >>>
> >>> _______________________________________________
> >>> eg-oversight-board mailing list
> >>> eg-oversight-board at list.evergreen-ils.org
> >>>
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/eg-oversight-board
> >>>
> >>>
> >>>
> >>> --
> >>>
> >>> Ronald A. Gagnon
> >>>
> >>> Executive Director
> >>>
> >>> North Of Boston Library Exchange (NOBLE)
> >>>
> >>> Danvers, Massachusetts  01923
> >>> 978-777-8844
> >>>
> >>> www.noblenet.org
> >>>
> >>>
> >>>
> >>> --
> >>>
> >>> Jessica Woolford
> >>>
> >>> Evergreen Systems Manager
> >>>
> >>> Bibliomation, Inc.
> >>>
> >>> 24 Wooster Ave.
> >>>
> >>> Waterbury, CT 06708
> >>>
> >>> 203-577-4070 ext. 105
> >>>
> >>>
> >>> _______________________________________________
> >>> eg-oversight-board mailing list
> >>> eg-oversight-board at list.evergreen-ils.org
> >>>
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/eg-oversight-board
> >>>
> >>>
> >>>
> >>> _______________________________________________
> >>> eg-oversight-board mailing list
> >>> eg-oversight-board at list.evergreen-ils.org
> >>>
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/eg-oversight-board
> >>
> >>
> >>
> >> --
> >> Ronald A. Gagnon
> >> Executive Director
> >> North Of Boston Library Exchange (NOBLE)
> >> Danvers, Massachusetts  01923
> >> 978-777-8844
> >> www.noblenet.org
> >> _______________________________________________
> >> eg-oversight-board mailing list
> >> eg-oversight-board at list.evergreen-ils.org
> >>
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/eg-oversight-board
> >
> >
> >
> > --
> > Jessica Woolford
> > Evergreen Systems Manager
> > Bibliomation, Inc.
> > 24 Wooster Ave.
> > Waterbury, CT 06708
> > 203-577-4070 ext. 105
> > _______________________________________________
> > eg-oversight-board mailing list
> > eg-oversight-board at list.evergreen-ils.org
> >
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/eg-oversight-board
>
>
>
> --
>
> Jessica Woolford
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> 203-577-4070 ext. 105
>
>
>
> --
>
> Jessica Woolford
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> 203-577-4070 ext. 105
>
>
>
> --
>
> Jessica Woolford
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> 203-577-4070 ext. 105
>
>
>
> --
>
> Jessica Woolford
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> 203-577-4070 ext. 105
>
>
> _______________________________________________
> eg-oversight-board mailing list
> eg-oversight-board at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/eg-oversight-board
>
>
>
>
>
> --
>
> Jessica Woolford
>
> Evergreen Systems Manager
>
> Bibliomation, Inc.
>
> 24 Wooster Ave.
>
> Waterbury, CT 06708
>
> 203-577-4070 ext. 105
>

-- 
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070 ext. 105
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