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HomeMy WebLinkAbout2004-04-01 ad Hoc Town Counsel Review Committee MinutesED SJ. Ad Hoe Town Counsel Review Committee Meeting April 1, 2004 The meeting convened at 7:00 p.m. in the Town Hall Berger Room, 16 Lowell Street, Reading, Massachusetts. Present were Chairman Richard Schubert, Selectman Camille Anthony, Assessor Tom Ryan, CPDC Member Susan DeMatteo, School Committee Member Rob Spadafora, Len Kopelman and John Giorgio from Kopelman & Paige, Gary Brackett, Elaine Lucas and Joan Langsam from Brackett & Lucas, Town Manager Peter Hechenbleikner. The first order of business was to interview two candidates for Town Counsel. They were Kopelman & Paige and Brackett & Lucas. Kopelman & Paige were interviewed first. Kopelman & Paige Interview Present were Len Kopelman and John Giorgio. Kopelman & Paige represents 118 communities as Town Counsel, and they also represent some communities for Town Counsel and Labor Counsel. There are three things that Kopelman & Paige does well. They provide the towns with accurate advice, they get back to the clients fast, and they are cost effective. Items two and three go together quick response and cost effectiveness. They work hard to keep their clients out of trouble. Reading has historically had a small firm there was one person who was Town Counsel for a number of years but changed firms. Len Kopelman indicated that they had trained former Town Counsel Ted Cohen when Cohen was in Brookline. The Town then switched to Brackett & Lucas which is a seven to eight person firm representing 10 towns. Mr. Kopelman indicated that he would like the Town to give Kopelman & Paige a try. If they are dissatisfied at any time, then they can make a change. He indicated that Kopelman & Paige has never been fired from any engagement they have had. They have not been rehired a couple of times. He reviewed the cost of Town Counsel services on a per capita basis for a number of communities --they average $3.65 per capita. Reading is currently at $4.06 per capita. They have a lot of information on file. For example, they have construction documents drawn that could be tailored to Reading's requirements. They don't recreate the wheel and as a result, they were able to respond quickly and with quality. They have scanned all documents into their computer systems. They do a question of the day in the office. John Giorgio indicated that he has been at Kopelman & Paige since 1986. He does exclusive municipal law and would be the prime attorney for Reading. He is also the prime attorney in Burlington, Chelmsford, Lexington and other communities, and he does a lot of work for North Reading. As the prime contact and principal attorney for Reading, he would make sure that promises are kept. He would be the single attorney at the firm that we would be dealing with. The services they provide would be cost effective and speedy. He would characterize his expertise as being general municipal law, land use law, licenses, contracts, specialty contracts and procurement and environmental law dealing with water, wastewater, landfill capping, etc. There are 50 lawyers in the firm and they serve 120 communities. Town Counsel Review Committee Meeting= April 1, 2004 - Page 2 Richard Schubert and Rob Spadafora indicated that he is a pattern lawyer. He noted that Town employees and Boards, Committees and Commissions enjoy the smaller boutique law firm feeling. John Giogio indicated that he would put together a small team of lawyers to work on Reading matters, and he would be the principal attorney. He would designate a back up, and have a land use attorney, real estate attorney and others as needed, and provides a high level of service. Through e-mail and internal control, the principal attorney is kept knowledgeable of what's going on with that client. Richard Schubert asked how as the principal attorney, he can work with Reading and still make sure he's available for meetings and other communities how do you deal with conflicts like Town Meeting, etc.? Mr. Kopelman noted that they have back-up systems in place and with an advance schedule of Town Meetings, they can schedule this. They will make appointments to be present at Town Hall if the community desires it. Susan DeMatteo asked if they would have the same person at Planning Commission Meetings. Mr. Giorgio indicated that land use law is so complicated and they have a lot of respect for members of Boards, Committees and Commissions who handle these matters. Their land use group is second to none. One of their principals was formerly counsel for MAPC. They will accommodate the communities' needs and desires as to who will serve that community. Mr. Kopelman noted that they are available by phone at no charge. They rarely get a call but they sometimes do, and they have a couple of attorneys on call in that manner. Tom Ryan asked about Appellate Tax Board expertise. Mr. Kopelman noted that they handle hundreds of cases and have an excellent record. They represent other towns in Appellate Tax Board cases. Mr. Ryan asked about the Hopkinton case. Mr. Kopelman indicated that they update clients with client advisories periodically. They do aggressive tax title work, and they have three people who do a lot of the work on Appellate Tax Board and tax work cases. Camille Anthony used Memorial Park issues as an example. She asked how they would handle the issues there. Mr. Kopelman indicated that they have done many cy pres agreements and they work through the Attorney General's Office on these matters. They would give the Town a number of options, including possibly retaking the Memorial Park by eminent domain which would be a very aggressive stance. This would give the Town the greatest flexibility. Mr. Giorgio indicated that there is a benefit to a large firm. They can utilize the experience and expertise of all the attorneys on issues that Reading might have. He used Article 97 issues as an example. He indicated that they try to think three steps ahead and find out what the client is really trying to do. Camille Anthony asked where their offices were. They noted that there is a single lawyer in Pittsfield and the others are in Boston. They do a lot of in-house teaching and their insurance company has commended them for this. The three areas of practice are land use law, real estate law and contracts. Rob Spadafora indicated that his firm has converted to blackberries for communication purposes. Kopelman & Paige has not yet done this but uses electronics a lot. Tom Ryan asked what the largest and smallest communities were. It was noted that Plymouth was the largest and Mount Washington was the smallest. Town Counsel Review Committee Meeting - April 1, 2004 - Page 3 Rick Schubert noted that the relationship between Town Counsel and the Town is important. He asked why Kopelman & Paige was interested in Reading. Mr. Kopelman indicated that the 128/495 belt is their area of specialty. Reading fits in nicely with the portfolio of clients that they have. He also noted that when they raised their rates, generally the community does not have to raise their budget. They are very cost effective. The firm needs to grow and add clients or they cannot keep their staff. Camille Anthony noted that the Town of Reading expects a lot exceptional services, and wants to know who they will be dealing with. Mr. Kopelman noted that at the last interview process, he put himself down as the first person. He didn't do that this time. He doesn't want to make a false promise. Mr. Giorgio is the managing partner, and he indicated that the firm is very aware of the interest in personal services and they can deliver that. There was discussion about staff stability. They bring in a couple of lawyers per year. Some of the people they bring in are young people out of law school and others are people with experience in government. They seldom lose people to the private sector. The top land use people are Joe Bard, Betsy Lane and Judy Cutler. The top environmental people are John Giorgio and Mark Rich. Their top contracts people are John Giorgio and David Danesky and their top ATB person is Rich Bowen. The interview concluded at approximately 8:00 p.m. Brackett & Lucas Interview Gary Brackett, Elaine Lucas and Joan Langsam were present representing the firm. They indicated that they have eight attorneys and the minimum experience is 15 years. They serve communities from a population of 3,500 to a population of 40,000. They are special counsel to a number of communities. They contribute heavily to the profession by providing panelists for a number of MMA and City and Town Counsel Meetings. Elaine Lucas and Joan Langsam have been past presidents of the City and Town Counsel Association. Yvonne Gonzalez is very involved with the Massachusetts Association of Conservation Commissions. Their experience in Reading has been to provide quality, timely and cost effective service. Joan Langsam is the first level attorney. She's gotten to know Reading quite well and feels the community is very well run. Litigation has been minimal and she feels that Brackett & Lucas have been partly responsible for this. They provide succinct opinions and clear legal advice, and they respond in a timely manner. She enjoys working with Reading and noted that the staff is excellent. They get what they need from Town Counsel and Town Counsel pushes them to do those things that they can do themselves. Working with the Schools, they are working on construction documents and architect contracts. They have an excellent relationship with, the CPDC and Zoning Board of Appeals. Politics does not get in the way of their doing business in Reading. Elaine Lucas noted that the firm was founded in 1983. Reading is an important client. She personally shares mostly in the back-up role. She's also on the Wireless Steering Committee of MMA along with the Town Manager, and is involved with the advisory committee to the Housing Appeals Court. Town Counsel Review Committee Meeting - April 1, 2004 - Page 4 Rick Schubert asked what the potential for conflict with neighboring communities might be; i.e., Brackett & Lucas has done work as special counsel for Woburn, and we may have a conflict with Woburn on Inwood Office Park or the 128/93 Interchange. Gary Brackett noted that they anticipate issues and would not look to take on any special counsel role that would in any way conflict. Reading is the primary client here. Tom Ryan asked who their attorney is and who would be dealing with the Appellate Tax Board cases. John Gannon, who just left the firm to become City Solicitor in Somerville, was the person. Gary Brackett and Joan Langsam have experience and expertise in ATB cases. The firm has never handled cases against towns they've always represented towns. A lot of cases are settled. They talked about the Butler case with Flatley that resulted in a mixed result. Ellen Doucette will be working with Joan Langsam in the Winchester Office picking up much of what John Gannon had done. She's done Appellate Tax Board work. They were not familiar with the Hopkinton case. Camille Anthony asked how things work within the firm. Most things go through Joan Langsam and she'll address them. Some issues like conservation would be passed along to those with expertise like Yvonne Gonzalez. However, Joan Langsam would still be involved in those issues. When the workload is high, certain work will be delegated out. For example, John Gannon was doing Charter review work with the Charter Review Committee. If Joan feels that somebody else in the firm would be better experienced for a particular project, she will have them do that work. All work into and out of the firm is filtered through Joan Langsam. Joan Langsam, for example, pulls Gary Brackett in to review Warrants, and he generally attends Town Meeting since he has a lot of experience in that area. Rob Spadafora indicated that we have an exceptional school system. How has Joan Langsam worked with the school system? He noted especially that the School Department has people who are residents and watching everything that the School Department does with an eagle eye. Joan Langsam noted that she has open meeting questions and public records questions. Nine out of 10 times, they are not violations. Superintendent of Schools Pat Schettini is very proactive in these matters. There is a specific issue on open meeting violations with e-mails, and Gary Brackett noted that this may be a case where they should talk to the D.A's Office if they feel the D.A. is getting too aggressive. He did note that on public records, open meeting and conflict of interest issues, the firm tends to be conservative; i.e., avoiding any conflict or appearance of conflict with these laws. Rob Spadafora noted that we just interviewed a large law firm that has a meeting specialization in Cable TV, Appellate Tax Board, etc. How would Brackett & Lucas deal with these issues? Gary Brackett noted that large firms have a lot of associates and you pay for a lot of duplicated work. With Brackett & Lucas, you're dealing with a lot of experience and not paying to review work. For example, there is nobody at Kopelman & Paige who has the same level of expertise in contracts as Brackett & Lucas. Brackett & Lucas works on developing a relationship with a client and responds directly and immediately to questions. They replaced Kopelman & Paige in Billerica. They only lost one client and that was because they would not politicize their opinion. Town Counsel Review Committee Meeting April 1 2004 - Page 5 They are not the biggest municipal law firm but they feel they are the best. They focused a lot on education of their clients and of municipal officials. Richard Schubert asked if they provide general municipal information to all clients, or if things have to be specialized to particular clients. Brackett & Lucas indicated that opinions have to be specialized to clients because the facts in every situation will be different. Brackett & Lucas left at approximately 9:00 p.m. The committee continued to discuss and deliberate. The Town Manager indicated that the choices would be to send one or two candidates to the Board of Selectmen for their review. Tom Ryan felt that we should recommend only one. The Committee reviewed the charge establishing the committee, and noted that the first sentence reads "there is hereby established a Town Counsel Review Committee to solicit proposals for Town Counsel services, screen and interview candidates and make a recommendation to the Board of Selectmen." The recommendation could be one or two. Rob Spadafora noted that we do miss out on something by not having a large firm. To balance that, the relationship between Counsel and the Town is important. There are benefits to the small firm and considering all things, this small firm of Brackett & Lucas is doing an excellent job as one can see from the survey. The Town Manager reviewed Brackett & Lucas' overall performance. He noted the settlement of a number of cases: Video Expo, Cumberland Gulf, etc. He also noted that one area where there had been some concern was how the Nancy Eaton matter was done. Rob Spardafora felt that Town Counsel works well now and we should continue with Brackett & Lucas. On motion by Spadafora seconded by Ryan, the Town Counsel Review Committee voted to recommend Brackett & Lucas to the Board of Selectmen for reappointment as Town Counsel. It was noted that even though Bill Griset was not present that he would also be in favor of that action. The motion was approved by a vote of 5-0-0. The Town Manager will prepare a report to the Board of Selectmen and copies of the survey, and Tom Ryan's breakdown of who uses Town Counsel services will be included. The Town Manager will send a letter to both firms indicating that on the 13th there will be discussion with the Board of Selectmen, and the Board will then determine whether or not it wants to interview one or two firms or none. On motion by Anthony seconded by DeMatteo, the Board directed that Town Counsel be appointed for five years with an annual performance evaluation to be done. The motion was approved by a vote of 5-0-0. On motion by Spadafora seconded by DeMatteo, the Minutes of March 17, 2004 were approved by a vote of 5-0-0. Town Counsel Review Committee Meeting= April 1, 2004 - Page 6 On motion by Spadafora seconded by DeMatteo, the Town Counsel Review Committee Meeting of April 1, 2004 was adjourned at 9:55 p.m. by a vote of 5-0-0. pSecretary