Lifeguard Project Status- Week Ending 5/9/25

This is a multipart message in MIME format. ------=_NextPart_000_109D_01DBBD83.3F2052D0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_109E_01DBBD83.3F2052D0" ------=_NextPart_001_109E_01DBBD83.3F2052D0 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit Good Morning- Please see the below updates for the roll out of Lifeguard in Canada. If there is anything I've missed or misrepresented below, please let me know. Link to the project plan and all supporting information is here. Key Activities & Action Items for Week Ending 5/9/25: In our go-live prep meeting on 5/2 with the local team last week we learned the LG service must be taxed when invoiced to customers. As we intended to bill clients for this service using the Billable Expenses in CC, which are not taxable, we had to adjust our approach to invoicing for this service as a stand alone offering (for clients not also receiving Caregiving services). An Intake has been submitted to IT requesting the below changes. We will look to those that lead prioritization/enhancement meetings to ensure this is approved and an ETA is communicated to this group accordingly. * IT Intake Summary: * Update Invoice Creation logic to remove punch times when the CG = Lifeguard * Add the Bill Rate Name to the Invoice Description for LG Services Only (again conceptually, when CG name = Lifeguard) * We understand the solution design is ultimately with IT, these were the ideas proposed in our meeting. Notes & Recording from 5/2/25 Meeting Notes by Gemini Recording Outstanding Action Items: * B2B Agreement has been fully executed * Tim- can you please forward copies of the finalized B2B and Client Contracts? * Tim- working with LG to confirm the reporting/tracking requirements * Elizabeth to coordinate working sessions with various internal stakeholders to align in the source & reporting systems needed respectively * Donny & Renne to support any updates needed to SF, and the respective reporting requirements * Tim- to partner with AP & LG teams to coordinate proper Supplier Set Up in Coupa, knowing we will be invoiced and paying invoices in CAD * I believe all the necessary leg work needed here is complete. Can you confirm @'Timothy Thomas' & @'Anotte Francois'? Kind regards- Elizabeth Clark Director | TheKey Mobile: 619.822.4855 From: eclark@thekey.com Sent: Monday, April 21, 2025 2:39 PM To: 'Timothy Thomas' ; 'Katherine Cope' ; 'Lyndsey Organ' ; 'Anotte Francois' ; 'Troy Riha' ; adriana.mendez@thekey.com; 'Kristy Poyner' ; 'Joey Taylor' ; 'Michelle Schefter' ; 'Frank Liu' ; lito.delapena@thekey.com; 'Audra Williams' ; 'Monica Johnston' ; 'Renee Drobek' ; 'Jeannie Ortiz' ; 'Lito Delapena' ; 'Kristy Poyner' ; 'Donny Deshotels' Cc: 'Laszlo Kovacs' ; natalie.cahoone@thekey.com; 'Alyson Rohane' Subject: Lifeguard Project Status- Week Ending 4/25/25 Importance: High Good Afternoon- Please see the below updates for the roll out of Lifeguard in Canada. If there is anything I've mis