Evan Dobelle Federal Lawsuit Initial Disclosures

8/12/2019 Evan Dobelle Federal Lawsuit Initial Disclosures

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UNITED STATES DISTRICT COURTFOR THE DISTRICT OF MASSACHUSETTS

WESTERN DIVISION

DR. EVAN S. DOBELLE CIVIL ACTION NO. 3:13-cv-30177 KPN

Plaintiff,

V.

JOHN JACK) FLYNN III, Individually,KEVIN R. QUEENIN, Individually,RICHARD M. FREELAND, Individually,RUB IN RUDMAN LLP,JAMES B. COX,

ELIZABETH D. SCHEIBEL, Individually,andOCONNOR DREW, P.C.

Defendants. June 4, 2014

PLAINTIFF DR. EVAN DOBELLES RULE 26 a INITIAL DISCLOSURES

Pursuant to Federal Rule of Civil Procedure 26 a l , Plaintiff Dr. Evan Dobelle

hereby provides his ini tial disclosures in the above-captioned matter. Dr. Dobelle provides

these Initial Disclosures based on information reasonably available to him at this time, and

wil l amend and/or supplement these Initial Disclosures as required by Fed. R. Civ. P.

26 e). These Initial Disclosures shall not constitute an admission that the information

provided herein is, or the documents described herein are, relevant or admissible in this

case. Nor shall these Initial Disclosures be construed as waiving any privileges or

objections that Dr. Dobelle may have to the information provided or the documents

described herein.

A. Individuals Likely to Have Discoverable Information

Case 3:13-cv-30177-KPN Document 62 Filed 06/04/14 Page 1 of 14


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Plaintiff

Dr Evan Dobelle former President of Westfield State University Crofut St

Pittsfield MA 01201 has information regarding the claims and defenses asserted in this

action including his tenure as WSU president the investigations into his expenditures in

that role and the circumstances surrounding his constructive discharge

wsU

2 James B Cox counsel to WSU 50 Rowes Wharf Boston MA 02110 has

information regarding the claims and defenses asserted in this action including the

investigations into Dr Dobelles expenditures as President of WSU and the circumstances

surrounding Dr obelles constructive discharge

3 David A Dilulis accountant for WSU 25 raintree Hill Office Park Suite 102

Braintree MA 02184 has information regarding the claims and defenses asserted in this

action including the investigations into Dr Dobelles expenditures as President of WSU

and the circumstances surrounding Dr Dobelles constructive discharge

4 John Jack Flynn III hairman of the W SU B oard of Trustees has information

regarding the claims and defenses asserted in this action including the investigations into

Dr Dobelles expenditures as President of WSU and the circumstances surrounding Dr

Dobelles constructive discharge

5 Thomas C Frongillo counsel to WSU One Marina Park Drive Boston MA

02110 has information regarding the claims and defenses asserted in this action including

Dr Dobelles whistleblower letter the investigations into Dr obelles expenditures as

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Pr esid e nt o f WSU and the c irc um s tan ce s su rro un d in g Dr Dobelles con stru ctiv e

discharge

M arkPeters counsel to W S U 50 Rowes Wharf Boston MA 0211 0 has

in for ma tion re ga rdin g the claims and defenses asserted in this action inc lud ing the

inv esti g ati ons into Dr Do be lle s exp e nd itu r e s as P res iden t o f W S U and the ci r cum sta nce s

sur r ou n din g Dr D o be lle s con stru c tiv e discharge

7 Kevin R Queenin S ec r eta ry and form er h air m an o f the WSU Board o f T ru s tee s

and m em be r and fo rm er Ch ai r ma n of the o ard o f D ire cto rs o f the W es tf ie ld State

F ou n da tion has in form at ion re g ar d in g the claims and de f en s es asserted in this action

inc lud ing the inv esti gat ion s into Dr D obe lle s exp end itu res as Pre side nt of W S U and the

c irc u m s tan c es su rro u nd ing Dr Dobelles co ns tr uc tiv e discharge

8 E liza bet h D Scheibel me m b er o f the W S U Board o f T rus t ee s and the o ar d o f

Trustees Exe cu tiv e Committee has inf o rm atio n re g ar d in g the claims and def en s es

asserted in this action inclu din g the inv esti g ati ons into Dr Dobelles ex pe ndi ture s as

P re side nt o f W S U and the circ um stan ce s sur rou n di n g Dr Dobelles co nst ruc tive

discharge

om mo nw eal th o f M a ssa ch u se tt s

9 Ric har d M Freeland o m m is sio n er o f H igh er E duc atio n for M as sac h us etts has

inf o rm atio n reg ard ing th e claims and de fen ses asserted in this action in c lu d in g the

circ um sta n ce s su rro un d ing Dr D ob elle s con str u cti v e discharge



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10 Matthew Malone Massachusetts Secretary of Education Executive Office of

Education One shburton Place Room 1403 Boston MA 02 108 has information

regarding the claims and defenses asserted in this action including the circumstances

surrounding Dr Dobelles constructive discharge

11 onstantia Papanikolaou General Counsel Massachusetts Department of Higher

Education One shburton Place Room 1401 Boston MA 02108 has information

regarding the claims and defenses asserted in this action including the circumstances

surrounding Dr Dobelle s constructive discharge

12 Deval L Patrick Governor of Massachusetts Massachusetts State House Office of

the Governor Room 105 Boston MA 02133 has information regarding the claims and

defenses asserted in this action including the circumstances surrounding Dr Dobelles

constructive discharge

13 rendan Ryan former hief of Staff to Massachusetts Governor Deval Patrick has

information regarding the claims and defenses asserted in this action including the

circumstances surrounding Dr Dobelles constructive discharge

Other Individuals with Discoverable Information

Dr Dobelle has reason to believe the following people have information regarding

the claims and defenses asserted in this action and will update this list with additional

information as it becomes known through discovery or otherwise:

Kamal Au

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19 anet Garcia

2 Torn ardner

21 eorge ilmer

22 Ken aar

23 Gerald Hayes

24 Robert Hayes

25 Margo enessey

26 Terrell Hill

27 Buzz Hoagland

28 Robin Jensen

29 Robert Johnson

3 Carol Katz

31 Trudy Knowles

32 Stone Koury

33 Susan LaMontagne

34 Mary Larrivee

35 Joanne Leighton

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36 Kenneth Lemanski

37 Waleska Lugo DeJesus

38 Michelle Maggio

39 Robert Magovern

4 Barry Maloney

41 Steven Marcus

42 Marsha Marotta

43 Ed Marth

44 ngelo Mazza

45 Ryan Meersman

46 Timothy Murphy

47 Mike Nockunas

48 uis Perez

49 arol Persson

5 Mark Peters

51 Julie Phillips

52 Carlton Pickron

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53 Elizabeth Preston

54 Susan Queen

55 Ariel Raphael

56 Joan Rasool

57 ames Ruberto

58 Nancy Salvidio

59 Milton Santiago

6 Laurie Simpson

61 avid Smailes

62 Elizabeth Stassinos

63 Kimberly Tobin

64 John Wesolowski

65 Max Wojtowicz

66 Teressa Young

67 Robert Ziomek

B Documents Electronically Stored Information and Tangible Things



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Dr. Dobelle identifies the following categories of non privileged documents

including emails, correspondence,and hardcopy documents that are in his possession

custody, or control and that he may use to support his c la ims or defenses:

1 Contract For College President between WSU and Dr. Dobelle dated December 21,

2007.

2. Letter from Kevin Queenin to Stephen W. Lenhardt dated December 21, 2011,

concerning annual evaluation of Dr. Dobelle for the period July 1 2010 through June 30,

2011.

3. A copy of the Bylaws of the Westfield State University as amended February 9,

2012.

4. A copy of WSUs Travel Policy, reviewed April 2012.

5. A copy of WSUs Corporate Credit Card Use Purchase Travel Policy, reviewed

April 2012.

6. Letter from Kevin Queenin to Stephen W. Lenhardt dated October 16, 2012,

concerning annual evaluation of Dr. Dobelle for the period July 1 2011 through June 30,

2012.

7. Letter from Jack Flynn to ommissioner Freeland dated November 13, 2012,

concerning recommendation for salary increase for Dr. Dobelle.

8. A copy of the 2012 WSU Financial Statements and Managements Discussion and

Analysis issued by O onnor Drew, as well as any and all drafts of the same.

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9. Memorandum from Mark Peters to Dr. Dobelle dated March 2013 regarding

discovery and circulation of a certain packet of documents at the University.

10. OConnor Drews draft Independent Accountants Reportdated July 30 2013

and accompanying attachments as well as any and all drafts of the Report.

11. Letter from Ross. H. Garber to Thomas Frongillo dated September 25 2 13

regarding Defendants violations of state open meeting laws the WSU bylaws and other

tortious conduct.

12. Letter from Ross. H. Garber to Thomas Frongillo dated September 25 2013

regarding indemnification for Dr. Dobelles attorneys fees and costs.

13. Letter from Commissioner Freeland to Dr. Dobelle dated September 25 2013

regarding the OConnor Drew report.

14. Letter from Dr. Dobelle to Commissioner Freeland dated October 5 2013

including attachments responding to Commissioner Freelands September 25 letter.

15. Letter from Ross. H. Garber to Thomas Frongillo dated October 10 2013

regarding indemnification for Dr. Dobelles attorneys fees and costs.

16. Letter from Commissioner Freeland to the W SU Board of Trustees dated October

11 2013 respondingto Dr. Dobelles October

5letter.

17. Letter from Dr. Dobelle to WSU Board of Trustees dated October 16 2013

regarding Dr. Dobelles offered resignation

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18 Email from Ross H G a rb e rt o Thomas Fro ng illo dated N o ve m b er 5 2 13

re g ar d in g in d em ni fi ca ti on for Dr Dobelles at to r n ey s fees and costs

19 Email from Ross H G ar be r to Caroline Simons da ted N o v em b er

52013 rega rdi n g

ind em n if ic at ion for Dr Dobelles atto rneys fees and costs

20 Email from Ross H Ga rb e r to T ho m as Fr o ng illo dated N o ve m b er 5 2013

rega rdin g in de m n if ic a tio n for Dr D ob el l e s a tto rn e y s fees and costs

21 Le tter from Dr Do bel le to WSU Board of T ru s tee s dated N o ve m b er 8 2 1 3

re ga rdi n g Dr Do be l les resig na t io n

22 D oc um ents conc ern ing Dr Do be l le s em pl o ym en t contract wi th WSU

23 D oc u m e nts co n ce r ni n g Dr Do b el l e s p e rf o rm an ce as WSU president

24 D o cu me n ts co nc ern ing the inve stig a tio ns into Dr D obe lle s exp end itu res as WSU

president

25 Do cu m en ts co n c er ni n g th e D ef e nda nts in ter fere n ce w ith Dr Do be ll e s contract

w ith WSU

26 D oc um ents co n ce rni n g th e c irc u m stan ces sur rou n din g Dr Dobel les cons tru c tive

dis ch a rg e from WSU

27 Do cu m en ts co n ce rnin g Dr D ob elle s d am age s claims



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Dr D ob elle reserves the rig ht to ide ntif y additional relev ant documents

elec tro n ica lly stored information and tan gib le things as th ey be com e kno w n thro ugh

di sco ver y or otherwise

C D am age s

Dr D ob elle intends to seek the fol lowing categories of damages:

Com pe nsa tory pecuniary co nse qu ential and pu nit iv e damages for to rtious

in te rfe re nc e w ith contractual re lations civil conspiracy and viol at io n of 42 U S C 1983

in an am oun t to be de term in ed at trial bu t no less than 1 6 86 44 2 .94 re pre sen tin g Dr

Do be l les los t wages at a salary o f 2 40 920 .42 pe r year until Dr Dobelles plan ne d

re tire m ent at age 75

2 Pre ju dg m ent and post-j udg m ent inte re st on all dam ag es awarded

3 Attorneys fees and costs

4 N om in al damages

Dr D ob e lle reserves the rig ht to ide ntif y ad dit iona l catego r ies of damages as they

bec om e kn ow n thro ugh dis cov ery or othe rwis e.

D Ins u ra n ce A gr eem en ts

Dr Do bell e is not aware o f any ap pli cab le in su ran ce ag ree m ents under w hic h an

insu ran ce busi ne ss m ay be liable to sati sfy all or par t of a poss ib le judg me nt in the ation

or to ind em nify or reim bu rse for paym en ts m ad e to sa ti sf y the ju dgm en t.

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ERTIFI TE OF SERVI E

In accordance with Local Rule 5.2 b), I, Daniel A. Schwartz, here y ertify thatthis document filed through the ECF system on June 4, 2014 will be sent electronically tothe registered participants as identified on the Notice of Electronic Filing.

Is Daniel A. SchwartzDaniel A. Schwartz, Esq.

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