Re: CAD Amalgamation - Status Update 8/5/25

From
Germaine Daniels <germaine.daniels@thekey.com>
To
Tammi Franzese <tammi.franzese@thekey.com>
CC
Adriana Mendez <adriana.mendez@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>, Alyssa Robles <alyssa.robles@thekey.com>, An Ly <an.ly@thekey.com>, Anotte Francois <anotte.francois@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Geraldine Terlecki <geraldine.nath@thekey.com>, Katherine Guildner <kguildner@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Katherine Cope <marykatherine.cope@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Nina Kani <nkani@thekey.com>, Sara Stuhlsatz <sara.stuhlsatz@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>, Thomas Pierantoni <thomas.pierantoni@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 20 Aug 2025 10:11:46 -0700
Folder
INBOX
Hi Tammi,

I am currently finalizing the Ceridian registration forms, which are due
today. I would appreciate it if you could provide the answers to the
following questions for TheKey Care Ltd.:


Type of Legal Registration:


   1.

   Incorporated
   2.

   Partnership
   3.

   Others


Province of Legal Registration


   1.

   Alberta
   2.

   British Columbia
   3.

   Manitoba
   4.

   New Brunswick
   5.

   Newfoundland and Labrador
   6.

   Northwest Territories
   7.

   Nova Scotia
   8.

   Nunavut
   9.

   Ontario
   10.

   Prince Edward Island
   11.

   Quebec
   12.

   Saskatchewan
   13.

   Yukon


How many years has your business been operating?

Company Industry: Healthcare

Nature of Business: Private Healthcare

Company Registered Address

   -

   Street:
   -

   City:
   -

   Province:
   -

   Postal Code:


Thanks ,

*Germaine Daniels*

Director Payroll | TheKey

Email: germaine.daniels@thekey.com

Mobile: 562.784.1800

<http://www.thekey.com>



On Tue, Aug 19, 2025 at 10:38 AM Germaine Daniels <
germaine.daniels@thekey.com> wrote:

> Hi Tammi,
>
> Following up on our chat, we will proceed with using the Orofresh address
> for the Ceridian implementation. Teio confirmed that we can use any of our
> existing provincial addresses, so it makes sense to use the Orofresh
> address, especially since we're using their CRA number.
>
> Thanks,
>
> Germaine DanielsPayroll Director
> germaine.daniels@thekey.com
> Phone: 562-380-3662
> TheKey.com
>
>
> On Mon, Aug 18, 2025 at 10:12 AM Germaine Daniels <
> germaine.daniels@thekey.com> wrote:
>
>> Hi Tammi,
>>
>> Please provide the corporate address for The Key Care Ltd? Since we are
>> using Orofresh CRA that is located in BC will be using that address as the
>> corporate address?   Please advise?
>>
>> Thanks,
>>
>> *Germaine Daniels*
>>
>> Director Payroll | TheKey
>>
>> Email: germaine.daniels@thekey.com
>>
>> Mobile: 562.784.1800
>>
>> <http://www.thekey.com>
>>
>>
>>
>> On Mon, Aug 18, 2025 at 6:53 AM Germaine Daniels <
>> germaine.daniels@thekey.com> wrote:
>>
>>> Awesome, thanks for the update!
>>>
>>>
>>> On Mon, Aug 18, 2025 at 5:01 AM Tammi Franzese <
>>> tammi.franzese@thekey.com> wrote:
>>>
>>>> Hi Germaine,
>>>>
>>>> Teio confirmed that we should use the CRA tax ID of Orofresh.
>>>>
>>>> Sincerely,
>>>>
>>>> Tammi Franzese
>>>>
>>>> Senior Corporate Paralegal | TheKey
>>>>
>>>> Mobile: 813.521.5269
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>>
>>>> On Fri, Aug 15, 2025 at 4:32 PM Germaine Daniels <
>>>> germaine.daniels@thekey.com> wrote:
>>>>
>>>>> Hi Tammi,
>>>>>
>>>>> Have you received an update from Teio regarding the CRA number?
>>>>> Ceridian is asking for confirmation latest by next week soon so we can
>>>>> ensure everything is configured and tested for a go-live date of January 1,
>>>>> 2026.
>>>>>
>>>>> Thanks,
>>>>>
>>>>> Germaine DanielsPayroll Director
>>>>> germaine.daniels@thekey.com
>>>>> Phone: 562-380-3662
>>>>> TheKey.com
>>>>>
>>>>> W
>>>>> On Tue, Aug 12, 2025 at 9:19 AM Germaine Daniels <
>>>>> germaine.daniels@thekey.com> wrote:
>>>>>
>>>>>> Thanks, Tammi! I'll let Ceridian know.
>>>>>>
>>>>>> Germaine Daniels
>>>>>> Payroll Director
>>>>>> germaine.daniels@thekey.com
>>>>>> Phone: 562-380-3662
>>>>>> TheKey.com
>>>>>>
>>>>>> *Germaine Daniels*
>>>>>>
>>>>>> Director Payroll | TheKey
>>>>>>
>>>>>> Email: germaine.daniels@thekey.com
>>>>>>
>>>>>> Mobile: 562.784.1800
>>>>>>
>>>>>> <http://www.thekey.com>
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Tue, Aug 12, 2025 at 9:14 AM Tammi Franzese <
>>>>>> tammi.franzese@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Germaine,
>>>>>>>
>>>>>>> That's correct. We spell it, "TheKey Care Ltd."
>>>>>>>
>>>>>>> Sincerely,
>>>>>>>
>>>>>>> Tammi Franzese
>>>>>>>
>>>>>>> Senior Corporate Paralegal | TheKey
>>>>>>>
>>>>>>> Mobile: 813.521.5269
>>>>>>>
>>>>>>> <http://www.thekey.com>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> On Mon, Aug 11, 2025 at 6:59 PM Germaine Daniels <
>>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hi Tammi,
>>>>>>>>
>>>>>>>> Can you please confirm that the official Canada Amalgamation name
>>>>>>>> is The Key Care, LTD? Ceridian is preparing the digital contracts for Tim’s
>>>>>>>> signature, pending CRA confirmation from Teio.
>>>>>>>> Thanks,
>>>>>>>>
>>>>>>>>
>>>>>>>> Germaine DanielsPayroll Director
>>>>>>>> germaine.daniels@thekey.com
>>>>>>>> Phone: 562-380-3662
>>>>>>>> TheKey.com
>>>>>>>>
>>>>>>>>
>>>>>>>> On Tue, Aug 5, 2025 at 9:43 AM Tammi Franzese <
>>>>>>>> tammi.franzese@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> CAD Amalgamation - Status Update
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Good afternoon,
>>>>>>>>> Please see the notes below from the 8/5/25 status meeting -
>>>>>>>>> Outside counsel officially 'restarted' this amalgamation on August
>>>>>>>>> 1. We will have status meetings every 3 weeks for now, but the meetings
>>>>>>>>> will be more frequent as we get closer to the end of the year.
>>>>>>>>> Below is information that is confirmed by our attorney and TheKey:
>>>>>>>>> • The amalgamation will be completed on Dec. 31, 2025
>>>>>>>>> • All TheKey CAD entities will be amalgamated except for (a) Arya
>>>>>>>>> Health Living Oakville, Inc.; (b) LiveWell Care Management, Inc.; and (c)
>>>>>>>>> HCA Home Care Assistance Canada Inc.
>>>>>>>>> • TheKey will re-review all notice and consent provisions in
>>>>>>>>> material contracts and permits and send notices. Start of the 90-day
>>>>>>>>> notices. (Legal will handle)
>>>>>>>>> • Our attorney will resend the notice to all employees closer to
>>>>>>>>> the amalgamation date. TheKey will distribute the notices by about 60 days
>>>>>>>>> before amalgamation is completed.
>>>>>>>>> • Does TheKey need help with the VCH notice? No, TheKey will go
>>>>>>>>> through VCH's process to limit exposure of US company. (Tim and Legal.)
>>>>>>>>> • KPMG will need to review the amalgamation and advise on any tax
>>>>>>>>> issues. TheKey approved of our attorney contacting KPMG (Brian Rubenstein)
>>>>>>>>> and have them start their analysis. Will ask Teio to keep Michael J. copied
>>>>>>>>> on emails.
>>>>>>>>>
>>>>>>>>> Items for Teio ( outside counsel):
>>>>>>>>> • Does Teio still advise that we use Orofresh's CRA number?
>>>>>>>>> Requested that he send over the supporting documentation for this legal
>>>>>>>>> change. Upon receipt I'll send it to Germaine so she can coordinate with
>>>>>>>>> Ceridian. Ceridian needs the CRA number by late August.
>>>>>>>>> • Made Teio aware of the Quebec bid and that we want to highlight
>>>>>>>>> CAD entities, downplay US entity.
>>>>>>>>> • If we get the Quebec bid, Teio to review agreement, see how the
>>>>>>>>> amalgamation affects the bid, and alert TheKey of any notice requirements,
>>>>>>>>> etc.
>>>>>>>>>
>>>>>>>>> Feel free to send anything I may have missed or any questions/
>>>>>>>>> requests you may have.
>>>>>>>>>
>>>>>>>>> Best,
>>>>>>>>> Tammi
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Join with Google Meet
>>>>>>>>> <https://meet.google.com/ijt-mipf-voc?hs=224>
>>>>>>>>>
>>>>>>>>> Meeting link
>>>>>>>>> meet.google.com/ijt-mipf-voc
>>>>>>>>> <https://meet.google.com/ijt-mipf-voc?hs=224>
>>>>>>>>> Join by phone(US) +1 628-888-1750 <+1-628-888-1750%3B635895944%23>
>>>>>>>>> PIN: 635895944
>>>>>>>>>
>>>>>>>>> More phone numbers
>>>>>>>>> <https://tel.meet/ijt-mipf-voc?pin=1901861463140&hs=0>
>>>>>>>>> Attachments
>>>>>>>>> CAD Amalgamation - Sta...
>>>>>>>>> <https://docs.google.com/document/d/1zlXE-0DhefgUaYBYRQgS2Q6yuRz6e4h2j6G0eHG-ww4/edit?usp=meet_tnfm_calendar>
>>>>>>>>> CAD Amalgamation - Status Update
>>>>>>>>> Tuesday Aug 5, 2025 ⋅ 12pm – 12:30pm (Eastern Time - New York)
>>>>>>>>> 7/28/25 - Rescheduling this meeting to 8/5/25 so you get the
>>>>>>>>> latest update from outside counsel quickly. This meeting will be every
>>>>>>>>> three weeks until later in the year when the meetings will be biweekly and
>>>>>>>>> eventually weekly as Jan. 1, 2026 approaches.
>>>>>>>>>
>>>>>>>>> These are weekly project check-ins to ensure everyone is aligned
>>>>>>>>> with any major updates.
>>>>>>>>>
>>>>>>>>> *If you are unable to join, please ensure you send a delegate in
>>>>>>>>> your place.*
>>>>>>>>> Guests
>>>>>>>>> Tammi Franzese <tammi.franzese@thekey.com> - organizer
>>>>>>>>> Steve Koyanagi <skoyanagi@thekey.com>
>>>>>>>>> Timothy Thomas <tt@thekey.com>
>>>>>>>>> Nina Kani <nkani@thekey.com>
>>>>>>>>> Geraldine Terlecki <geraldine.nath@thekey.com>
>>>>>>>>> Alyson Rohane <alyson.rohane@thekey.com>
>>>>>>>>> An Ly <an.ly@thekey.com>
>>>>>>>>> Anotte Francois <anotte.francois@thekey.com>
>>>>>>>>> Michael Jichetti <michael.jichetti@thekey.com>
>>>>>>>>> Katherine Guildner <kguildner@thekey.com>
>>>>>>>>> Germaine Daniels <germaine.daniels@thekey.com>
>>>>>>>>> Elizabeth Clark <eclark@thekey.com>
>>>>>>>>> Lyndsey Organ <lyndsey.organ@thekey.com>
>>>>>>>>> Natalie Cahoone <natalie.cahoone@thekey.com>
>>>>>>>>> Katherine Cope <marykatherine.cope@thekey.com>
>>>>>>>>> Michelle Schefter <michelle.kenaga@thekey.com>
>>>>>>>>> Sara Stuhlsatz <sara.stuhlsatz@thekey.com>
>>>>>>>>> Adriana Mendez <adriana.mendez@thekey.com>
>>>>>>>>> Alyssa Robles <alyssa.robles@thekey.com>
>>>>>>>>> Laszlo Kovacs <laszlo.kovacs@thekey.com> - optional
>>>>>>>>> Thomas Pierantoni <thomas.pierantoni@thekey.com> - optional
>>>>>>>>>
>>>>>>>>

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