Re: CCA REVISIONS - Montreal suggested edits

From
Tammi Franzese <tammi.franzese@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Steve Koyanagi <skoyanagi@thekey.com>, Nina Kani <nkani@thekey.com>, Monica Schmidt <monica.schmidt@thekey.com>, Mikko Jervoso <mjervoso@thekey.com>, Joey Taylor <joey.taylor@thekey.com>
Date
Wed, 3 Jul 2024 12:47:08 -0400
Folder
INBOX
--000000000000ebd159061c5a96cf Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I'll make your suggested changes and circulate the new version. I just granted access to Joey as well. *Sincerely,* *Tammi Franzese* Senior Corporate Paralegal | *TheKey*813.521.5269 [image: TheKey] On Wed, Jul 3, 2024 at 12:27=E2=80=AFPM Timothy Thomas wrot= e: > Hi Tammi, > > I'm ok with the majority of the changes. > > 1. Please remove the deposit section. > 2. Can we increase the placement fee to $20,000? > 3. Is it possible to soften the indemnification section? Canada is far > less litigious that the US and I feel this could potentially scare off > certain clients. > > Thanks, > Tim > > > On Mon, Jul 1, 2024 at 12:02=E2=80=AFPM Tammi Franzese > wrote: > >> Hi Tim, >> >> We wanted to send over these suggested revisions for the >> Montreal agreement for your review and feedback. We want to get Montreal >> finalized asap since it has to be translated into French. Monica thinks = the >> Canadian agreements can be rolled out in about a week after she gets the >> final revisions. >> >> As you know, one of the main goals of the CCA revisions is to make the >> agreements more reader-friendly and personal by using personal pronouns = for >> Client and Company where it makes sense. Most of the suggested edits are >> stylistic. There are a few substantive changes noted with comments, aski= ng >> for your feedback. Below is a brief overview of suggested changes: >> >> - Replace Client and Company with personal pronouns >> - Change Client Consent Agreement to Care Agreement >> - Entire agreement section is buffeted with additional language to >> mitigate risk >> - Updated placement fee language; mostly stylistic >> - Removed staffing needs question. Inserted a "survey" at the end of >> the agreement. >> - Billing Rate Changes - updated >> - Deposit - this was removed from US agreements. Does this need to be >> deleted from Canadian agreements? >> - Cancellations - updated >> - Client Information and Updates - added to agreement to help with >> billing, payments, and covers privacy policy. I imagine that Canada h= as a >> separate privacy policy; we'll need to insert that link >> - Separated some of the paragraphs into sections with headers so it's >> easier to read and reference. Mirrors US agreements. (i.e. Billing Ra= te >> Changes, Surveillance Cameras, Valuables, Equal Opportunity Employer,= ) >> - Limitation of liability - added more robust language from US >> agreements. Let us know if any language does not apply in Canada >> - Entire Agreement - added more robust language from US agreements. >> Let us know if any language does not apply in Canada >> >> >> Here are the links to the agreements: >> Montreal English - contains suggested edits and comments. Feel free to >> suggest edits and insert comments - >> https://docs.google.com/document/d/1VmqmU1b1yG0kjoTJH4BGiPswHqrs7o_L/edi= t?usp=3Ddrive_link&ouid=3D1099663781999944901