[Eg-oversight-board] Evergreen Project Legal Counsel Search
Garry Collum
Garry.Collum at kentonlibrary.org
Wed Oct 17 13:57:08 EDT 2018
No objections here. Thanks for all your work Jessica.
Garry
________________________________
From: eg-oversight-board <eg-oversight-board-bounces at list.evergreen-ils.org> on behalf of Jessica Woolford <jwoolford at biblio.org>
Sent: Wednesday, October 17, 2018 1:29:27 PM
To: Goben, Anna
Cc: eg-oversight-board
Subject: Re: [Eg-oversight-board] Evergreen Project Legal Counsel Search
Thanks, Terran and Anna. If anyone has any objections to me reaching out to this firm, let me know by the end of the day today. Otherwise, I'll contact them tomorrow morning.
On Wed, Oct 17, 2018 at 11:34 AM Goben, Anna <AGoben at library.in.gov<mailto:AGoben at library.in.gov>> wrote:
I’m on board with taking the recommendation to at least talk with them. It does look like they have a pretty good grounding for non-profit work.
-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<mailto:eg-oversight-board-bounces at list.evergreen-ils.org>] On Behalf Of Terran McCanna
Sent: Wednesday, October 17, 2018 11:18 AM
To: Jessica Woolford <jwoolford at biblio.org<mailto:jwoolford at biblio.org>>
Cc: eg-oversight-board <eg-oversight-board at list.evergreen-ils.org<mailto:eg-oversight-board at list.evergreen-ils.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. ****
________________________________
Sounds good to me.
Terran McCanna
PINES Program Manager
Georgia Public Library Service
tmccanna at georgialibraries.org<mailto: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 Wed, Oct 17, 2018 at 11:05 AM, Jessica Woolford <jwoolford at biblio.org<mailto:jwoolford at biblio.org>> wrote:
I have a response from Goldstein & Pressman:
Thank you for considering our firm; however, we are not able to assist you in this matter. I suggest you contact either Tom Corbett tcorbett at thompsoncoburn.com<mailto:tcorbett at thompsoncoburn.com> or Chris Reid creid at thompsoncoburn.com<mailto:creid at thompsoncoburn.com>. If they personally can’t handle, the will put you in touch with someone at the firm who can be of assistance
I looked up the firm and it does look promising: https://www.thompsoncoburn.com/services/industries/nonprofit-and-charitable-organizations
What do we think about contacting them?
On Wed, Oct 17, 2018 at 10:49 AM Terran McCanna <tmccanna at georgialibraries.org<mailto:tmccanna at georgialibraries.org>> wrote:
Thank you for putting in all this leg work, Jessica!
Terran McCanna
PINES Program Manager
Georgia Public Library Service
tmccanna at georgialibraries.org<mailto: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 Wed, Oct 17, 2018 at 10:43 AM, Jessica Woolford <jwoolford at biblio.org<mailto:jwoolford at biblio.org>> wrote:
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<mailto:scott.thomas at sparkpa.org> <scott.thomas at sparkpa.org<mailto: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<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<mailto:tmccanna at georgialibraries.org>>
Cc: eg-oversight-board <eg-oversight-board at list.evergreen-ils.org<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto: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<mailto:miker at equinoxinitiative.org>
| web: http://equinoxinitiative.org
On Thu, Oct 4, 2018 at 10:35 AM Jessica Woolford <jwoolford at biblio.org<mailto: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<mailto: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<mailto: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<https://maps.google.com/?q=140+N+Senate+Ave+%0D%0A+%0D%0A+Indianapolis,+IN+46204&entry=gmail&source=g>
>>>
>>> Indianapolis, IN 46204<https://maps.google.com/?q=140+N+Senate+Ave+%0D%0A+%0D%0A+Indianapolis,+IN+46204&entry=gmail&source=g>
>>>
>>> 317-234-6624
>>>
>>> Fax: 317-232-3713
>>>
>>>
>>>
>>> From: eg-oversight-board [mailto:eg-oversight-board-bounces at list.evergreen-ils.org<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<mailto:tmccanna at georgialibraries.org>>; scott.thomas at sparkpa.org<mailto:scott.thomas at sparkpa.org>
>>> Cc: eg-oversight-board <eg-oversight-board at list.evergreen-ils.org<mailto:eg-oversight-board at list.evergreen-ils.org>>; Gagnon, Ron <gagnon at noblenet.org<mailto: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<mailto: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<mailto:scott.thomas at sparkpa.org> <scott.thomas at sparkpa.org<mailto: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<mailto:jwoolford at biblio.org>]
>>> Sent: Thursday, September 27, 2018 1:57 PM
>>> To: Gagnon, Ron <gagnon at noblenet.org<mailto:gagnon at noblenet.org>>
>>> Cc: scott.thomas at sparkpa.org<mailto:scott.thomas at sparkpa.org>; eg-oversight-board <eg-oversight-board at list.evergreen-ils.org<mailto: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<mailto: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<mailto: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<mailto:scott.thomas at sparkpa.org> <scott.thomas at sparkpa.org<mailto: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<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<mailto: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.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
>>>
>>> Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
>>>
>>> 203-577-4070 ext. 105
>>>
>>>
>>>
>>>
>>> --
>>>
>>> Jessica Woolford
>>>
>>> Evergreen Systems Manager
>>>
>>> Bibliomation, Inc.
>>>
>>> 24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
>>>
>>> Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
>>>
>>> 203-577-4070 ext. 105
>>>
>>> _______________________________________________
>>> eg-oversight-board mailing list
>>> eg-oversight-board at list.evergreen-ils.org<mailto: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<http://www.noblenet.org>
>>>
>>>
>>>
>>> --
>>>
>>> Jessica Woolford
>>>
>>> Evergreen Systems Manager
>>>
>>> Bibliomation, Inc.
>>>
>>> 24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
>>>
>>> Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
>>>
>>> 203-577-4070 ext. 105
>>>
>>>
>>> _______________________________________________
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>>> _______________________________________________
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>>> 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<http://www.noblenet.org>
>> _______________________________________________
>> eg-oversight-board mailing list
>> eg-oversight-board at list.evergreen-ils.org<mailto: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.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
> Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
> 203-577-4070 ext. 105
> _______________________________________________
> eg-oversight-board mailing list
> eg-oversight-board at list.evergreen-ils.org<mailto: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.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
203-577-4070 ext. 105
--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
203-577-4070 ext. 105
--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
203-577-4070 ext. 105
--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
203-577-4070 ext. 105
_______________________________________________
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--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
203-577-4070 ext. 105
--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+Waterbury,+CT+06708&entry=gmail&source=g>
Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+Waterbury,+CT+06708&entry=gmail&source=g>
203-577-4070 ext. 105
--
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
Waterbury, CT 06708<https://maps.google.com/?q=24+Wooster+Ave.+%0D%0A+%0D%0A+Waterbury,+CT+06708&entry=gmail&source=g>
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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