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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Hi Jason,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> I took it upon myself to serve as intermediary between MOBIUS and SFC. I believe (I hope) we are making some progress.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Scott<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> eg-oversight-board [mailto:eg-oversight-board-bounces@list.evergreen-ils.org]
<b>On Behalf Of </b>Boyer, Jason A<br>
<b>Sent:</b> Thursday, September 13, 2018 12:42 PM<br>
<b>To:</b> Donna Bacon <donna@mobiusconsortium.org><br>
<b>Cc:</b> eg-oversight-board@list.evergreen-ils.org<br>
<b>Subject:</b> [Eg-oversight-board] FW: [sfconservancy.org #1156] Mobius Legal Fees: Evergreen: 2018-05 & 2018-06: Invoice 4310<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Hi Donna, I don't know if anyone else has reached out to you or anyone else at MOBIUS but do you know who we should put Karen in contact with to help answer these
questions?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Thanks<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Jason<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">--<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Jason Boyer<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">MIS Supervisor<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Indiana State Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="http://library.in.gov/">http://library.in.gov/</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Karen Sandler via RT [<a href="mailto:accounts-payable@tix.sfconservancy.org">mailto:accounts-payable@tix.sfconservancy.org</a>]
<br>
<b>Sent:</b> Tuesday, September 11, 2018 10:23 PM<br>
<b>Cc:</b> <a href="mailto:evergreen@sfconservancy.org">evergreen@sfconservancy.org</a>;
<a href="mailto:terlaga@biblio.org">terlaga@biblio.org</a><br>
<b>Subject:</b> [sfconservancy.org #1156] Mobius Legal Fees: Evergreen: 2018-05 & 2018-06: Invoice 4310<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:red">**** This is an EXTERNAL email. Exercise caution. DO NOT open attachments or click links from unknown senders or unexpected email. ****</span>
<o:p></o:p></p>
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<p class="MsoNormal">On Wed, Sep 12, 2018 1:51:45 AM, bkuhn wrote: <o:p></o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<pre><o:p> </o:p></pre>
<pre>I've added the Evergreen Oversight Board to this ticket so they can follow the matter closely, since we're waiting for them.<o:p></o:p></pre>
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<p class="MsoNormal"> <o:p></o:p></p>
<p>Just in case it's helpful, since I'm not sure who has gotten what email at this point, here's the basic explanation of the issues from when we first got the invoice in June:<br>
<o:p></o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal">Hi Evergreen Oversight Board!<br>
<br>
In our call a few weeks ago, I raised the question about making sure MO<br>
legal counsel was retained for the launch of the new org. At the time, you<br>
indicated you were receiving some help from MOBIUS, and that we'd discuss<br>
later how the formal legal services would be arranged. So we were<br>
surprised to receive an invoice today from MOBIUS that looks like it's for<br>
legal services. Is this connected to the incorporation of the new<br>
Evergreen entity or related perhaps to legal work MOBIUS did in connection<br>
to the conference or evaluating the fit with MOBIUS for fiscal<br>
sponsorship?<br>
<br>
Usually when you receive an invoice for legal fees, it's at an agreed-upon<br>
rate against a signed engagement letter that spells out what to expect<br>
from the legal counsel relationship. It also sets out who exactly is the<br>
client which is useful for understanding how attorney-client privilege<br>
will work in the future. Is there an engagement letter or other agreement<br>
in place? Is the work that MOBIUS is doing against an hourly rate or a<br>
flat fee? And what rate was negotiated? What work is included? Do you know<br>
if MOBIUS retains legal malpractice insurance that would protect<br>
Evergreen's new organization? Or is this MOBIUS retaining outside counsel<br>
to work on the new organization's behalf?<br>
<br>
If not, does Evergreen have Missouri counsel that is independent from<br>
MOBIUS? You've said that the new organization will be contracting with<br>
MOBIUS, so there is already some degree of conflict of interest. Was that<br>
flagged and dealt with?<br>
<br>
Conservancy can likely pay legal fees from Evergreen's fund, but we need<br>
to make sure that we fully understand the attorney/client relationship<br>
here because paying legal fees of other parties with whom you're<br>
negotiating is very complicated.<br>
<br>
It probably makes sense for me to reach out to the lawyers being paid<br>
through this invoice to get the answers to these questions and make sure<br>
we're all on the same page but I don't want to do that until I'm sure I<br>
understand what's going on.<o:p></o:p></p>
</blockquote>
<p><br>
thanks,<br>
karen<br>
-- <br>
<br>
Karen M. Sandler<br>
Executive Director, Software Freedom Conservancy<br>
__________<br>
Become a Supporter today! <a href="http://sfconservancy.org/supporter/">http://sfconservancy.org/supporter/</a><o:p></o:p></p>
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