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Need Samvera asset transfer doc
I have all the banking information needed for the transfer which we can incorporate into the final asset transfer notification? Lyrasis has already paid the $50,000 for the FaaS fee, so it does not appear there will be any issue with setting us up for payment. ~Cathie On Wed, May 19, 2021 at 12:49 PM Jamie Clark < > wrote: Thanks, on TMs, will do, am doing. As you know I talked through this with Heather on Friday. I don't think we ever had a bigger "asset transfer contract" in mind here, like a 3-page version of the old WS-I deal, but let me look back at that too. I will report back today on that. Privately she sent that prompt note at my suggestion, to make sure she was getting the guidance she sought on exactly how, when and to who LYRASIS should send its balance of Samvera funds upon transition. I gather she thought she was looking for something like timing and wire transfer advice ... maybe an official OASIS instruction for her to hand LYRASIS, that LYRASIS will be happy to pay against? Copying Cathie for that reason. I told Heather I'd ping you on it. Ping. Maybe we could fold it into a bigger doc though. I'll keep you copied on the TM stuff too. Jamie James Bryce Clark, General Counsel, OASIS Open, setting the standard for open collaboration On Wed, May 19, 2021 at 9:05 AM Scott McGrath < > wrote: Jamie, Resending this message in support of Heather's other email yesterday noting time is getting very short on this. They are getting to the end of their service contract and fiscal year and need the paperwork to transfer the assets to OASIS. Thet admit not to having legal staff, so this ball is all yours. Scott... On Tue, May 11, 2021 at 3:49 PM Scott McGrath < > wrote: Jamie, see attached. There are a number of Samvera assets held by LYRASIS that need to be formally transferred to OODF before the end of their fiscal year. (June 30). They don't have a lawyer and reportedly will accept your draft. Can you get a start on that? Scott... ---------- Forwarded message --------- From: Heather Greer Klein < > Date: Tue, May 11, 2021 at 3:38 PM Subject: Re: Samvera checking in To: Scott McGrath < > I've attached the MOU that constitutes our current agreement with LYRASIS. By my review the list of assets would be: Third-party copyright assignment required by UC Santa Barbara, UC San Diego, and the University of Washington. I've attached the assignment documents; they are in the name of the organization that merged with LYRASIS. Hold contributor licensing agreements and appropriate code licenses/copyright grants on behalf of Samvera. We hold EU and US trademarks and we are in the long process of being granted the Canadian trademark (report attached) -- I think I forwarded an email about that already but I will forward it again. Samvera Community funds held in a designated account; $320,189 was the amount for the end of March, but of course we will need to know the total when the transfer happens. The MOU also lists community infrastructure, but I have already moved all of that away from LYRASIS. Heather ----- Heather Greer Klein (she/her/hers) Samvera Community Manager Schedule time with me https://samvera.org/ Working from Durham, NC (US Eastern Time Zone) On Tue, May 11, 2021 at 3:07 PM Scott McGrath < > wrote: Let me revisit this topic with Jamie Clark, our General counsel. Do you have a tacit list of assets known to be held or managed by Lyrasis? Scott... On Tue, May 11, 2021 at 10:15 AM Heather Greer Klein < > wrote: Hi Scott, I hope this message finds you well! I'm checking in to see if you can give me an idea of next steps, specifically as it relates to transferring our assets from LYRASIS. They are very interested in that timeline, as their fiscal year end is coming up and it's a busy time. I've read about fiscal sponsorship exit and transfer agreements, but as LYRASIS does not have an attorney on staff, I doubt they would be willing to draft one, but I do think they would be willing to sign one that OASIS drafts. Should I set up a call? Heather ----- Heather Greer Klein (she/her/hers) Samvera Community Manager Schedule time with me https://samvera.org/ Working from Durham, NC (US Eastern Time Zone) -- Scott McGrath Chief Operating Officer OASIS Open +1 781- 569-5115 Desk +1 781-929-7308 Mobile www.oasis-open.org -- Scott McGrath Chief Operating Officer OASIS Open +1 781- 569-5115 Desk +1 781-929-7308 Mobile www.oasis-open.org -- Scott McGrath Chief Operating Officer OASIS Open +1 781- 569-5115 Desk +1 781-929-7308 Mobile www.oasis-open.org -- Cathie Mayo Controller OASIS Open NEW ADDRESS 400 Tradecenter Suite 5900 Woburn, MA 0180 1 +1 781-425-5073 (main) +1 781-569-5113 (direct) www.oasis-open.org
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