Free Cross Motion [Dispositive] - District Court of Federal Claims - federal

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No. 05-297C (Senior Judge Margolis) IN THE UNITED STATES COURT OF FEDERAL CLAIMS STERLING, WINCHESTER, & LONG, L.L.C., Plaintiff, v. THE UNITED STATES, Defendant. APPENDIX TO DEFENDANT'S CROSS-MOTION FOR SUMMARY JUDGMENT AND OPPOSITION TO PLAINTIFFS' MOTION FOR SUMMARY JUDGMENT JEFFREY S. BUCHOLTZ Acting Assistant Attorney General JEANNE E. DAVIDSON Director Of Counsel: MICHAEL F. KIELY Attorney Law Department United States Postal Service Washington, D.C. 20260-1127 Tel: (202) 268-4037 MAAME A.F. EWUSI-MENSAH Trial Attorney Commercial Litigation Branch Civil Division Department of Justice 1100 L Street, N.W. Attn: Classification Unit 8th Floor Washington, D.C. 20530 Tel: (202) 353-0503 Fax: (202) 514-8624 Attorneys for Defendant

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INDEX TO APPENDIX Exhibit 1 Trademark License Agreement between USPS and SWL, executed Jan. 4-31, 2001 . . . . . . . . A1 Exhibit 2 SWL Unsolicited Proposal to USPS, Oct. 7, 1999 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A34 Exhibit 3 Letter from B. Tutt (USPS) to J.G. Long (SWL), Dec. 3, 1999 . . . . . . . . . . . . . . . . . . . . . . . A42 Exhibit 4 Letter from I. Kent (EMI) to B. Tower (USPS), Jul. 14, 2000 . . . . . . . . . . . . . . . . . . . . . . . . A43 Exhibit 5 Notes of M. Chick (EMI), Feb. 4, 2000 through Jan. 22, 2001 . . . . . . . . . . . . . . . . . . . . . . . . A46 Exhibit 6 SWL Unsolicited Proposal to USPS, Mar. 8, 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A53 Exhibit 7 SWL Trademark License Application to EMI, May 18, 2000 . . . . . . . . . . . . . . . . . . . . . . . . A91 Exhibit 8 Letter from J.G. Long (SWL) to L. Daniels (USPS), May 22, 2000 . . . . . . . . . . . . . . . . . . . A120 Exhibit 9 Letter from M. Chick (EMI) to J.G. Long (SWL), June 21, 2000 . . . . . . . . . . . . . . . . . . . . A122 Exhibit 10 Letter from R. Stemen (EMI) to J.G. Long (SWL), July 5, 2000 . . . . . . . . . . . . . . . . . . . . . A123 Exhibit 11 Letter from P. Gilbert and K. Strange (USPS) to J.G. Long (SWL), July 12, 2000 . . . . . . . A127 Exhibit 12 Letter from M. Chick (EMI) to J.G. Long (SWL), July 25, 2000 (enclosing executed Term Sheet) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A128 Exhibit 13 Email from J.G. Long (SWL) to A. Jaffer (USPS), July 13, 2000 . . . . . . . . . . . . . . . . . . . . A137 Exhibit 14 Letter from R. Stemen (EMI) to J.G. Long (SWL), July 31, 2000 (enclosing draft Trademark License Agreement) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A138

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Exhibit 15 Memoranda from M. Reichmanis (counsel for SWL) to J.G. Long (SWL), Aug. 11, 2000, Dec. 20, 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A167 Exhibit 16 Letter from R. Mobley (counsel for SWL) to R. Stemen (EMI), Aug. 18, 2000 . . . . . . . . . A176 Exhibit 17 Letter from R. Stemen (EMI) to R. Mobley (counsel for SWL), Aug. 18, 2000 . . . . . . . . . A194 Exhibit 18 Letter from R. Stemen (EMI) to J.G. Long (SWL), Oct. 24, 2000, (enclosing revised draft Trademark License Agreement) (EMI copy & SWL copy) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A199, A233 Exhibit 19 Letter from J.G. Long (SWL) to R. Stemen (EMI), Oct. 27, 2000 . . . . . . . . . . . . . . . . . . . . A264 Exhibit 20 Letter from R. Stemen (EMI) to J.G. Long (SWL), Nov. 9, 2000 . . . . . . . . . . . . . . . . . . . . . A266 Exhibit 21 Draft Trademark License Agreement (J.G. Long markup), Nov. - Dec. 2000 . . . . . . . . . . . A269 Exhibit 22 Letter from R. Stemen (EMI) to J.G. Long (SWL), Dec. 6, 2000 (enclosing revised draft Trademark License Agreement) . . . . . . . . . . . . . . . . . . . . . . . . . . . A274 Exhibit 23 Letter from R. Stemen (EMI) to J.G. Long (SWL), Dec. 21, 2000 . . . . . . . . . . . . . . . . . . . . A312 Exhibit 24 Letter from R. Stemen (EMI) to J.G. Long (SWL), Dec. 28, 2000 . . . . . . . . . . . . . . . . . . . . A346 Exhibit 25 Letter from L. Ford (EMI) to J.G. Long (SWL), Feb. 7, 2001 (enclosing executed Trademark License Agreement) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A347 Exhibit 26 Letter from J.G. Long (SWL) to S. Anderson (Barnes & Noble), Mar. 30, 2001 . . . . . . . . . A381 Exhibit 27 Email Correspondence between J.G. Long (SWL) and I. Kent (EMI), Sep. 2001 . . . . . . . . A386 Exhibit 28 Congressional Complaint filed by SWL, Nov. 30, 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . A387

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Exhibit 29 Letters from J.G. Long (SWL) to USPS Board of Governors, Mar. 1, 2002 . . . . . . . . . . . . A389 Exhibit 30 Certified Claim of SWL, Jul. 28, 2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A394 Exhibit 31 Agreement between USPS and EMI, Jan. 1, 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A447 Exhibit 32 Glossary of Postal Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A464 Exhibit 33 "Philatelic Centers," USPS Retail Operations Handbook . . . . . . . . . . . . . . . . . . . . . . . . . . . A469 Exhibit 34 "USA Philatelic Catalog," USPS Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A482 Exhibit 35 SWL Transcript of Telephone Call Between J.G. Long and S. Lloyd (SWL) and H. Diane Fagan (USPS), Mar. 2, 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A483 Exhibit 36 Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A484 Exhibit 37 Excerpts from the Deposition of H. Diane Fagan, July 13, 2006 . . . . . . . . . . . . . . . . . . . . . A495 Exhibit 38 Excerpts from the Deposition of Cindy L. Tackett, July 27, 2007 . . . . . . . . . . . . . . . . . . . . A502

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