--000000000000f60518064096c45e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Adding @Joel Reyes *All, please let me know if you feel someone else should be invited to these meetings.* Hi Everyone, Thank you for making time to meet today and for your helpful input. Below is a recap of the meeting, links to documents, near-term deadlines, as well as the departmental tasks that need an owner and deadlines assigned in the tracker. RECAP OF MEETING During today=E2=80=99s meeting, we reviewed: =C2=B7 Brief overview of the amalgamation=E2=80=99s history o This initiative began in Spring 2025 and was paused in late April 2025 while Finance completed the ROI =C2=B7 Reasoning for the amalgamation o Finance brought this idea to Legal to simplify Finance=E2=80=99s and Ta= x=E2=80=99s processes and save money =C2=B7 CAD entities being amalgamated o Orofresh Enterprises Inc. o 2004437 Alberta Ltd. o SJD Care Services Inc. o Home Care Assistance (Montreal) Inc. o Arya Healthy Living Oakville Inc. o Prairie Senior Care Inc. =C2=B7 The new name of these amalgamated entities will be *TheKey C= are Ltd, which will be effective Jan. 1, 2026.* =C2=B7 Briefly reviewed the CAD Contracts Tracker o Tammi will send an email to Tim and the GMs confirming there are no other contracts for which notice needs to be sent =C2=B7 Reviewed the CAD Entity Tracker o All meeting attendees should review the tasks =C2=A7 Add any additional tasks =C2=A7 Add an Owner for each task =C2=A7 Add a deadline for each task o The sections that need an Owner and Deadlines assigned are: =C2=A7 Local Office - @Timothy Thomas do you have an upda= te on Task #3, confirm insurance notice deadlines (Pascal and Frank)? =C2=A7 ClearCare =E2=80=93 Is a logo change on invoices still needed? =C2=A7 Netsuite =C2=A7 HR =C2=A7 Billing =C2=A7 AP =C2=A7 Collections (no tasks listed yet) =C2=A7 Payroll =C2=B7 @Germaine Daniels =E2=80=93 T= he employee communication re CAD amalgamation and payroll impacts - o Do you want this to be included in the corp. employee and caregiver 60-day notices? =C2=A7 If so, please add your suggestions to the employee notice template =C2=A7 If not, please note that these notices will need to be sent no late= r than 60 days before the amalgamation or 11/1/25 =C2=A7 Development and QA Testing =C2=A7 Testing (UAT) NEAR-TERM DEADLINES Deadline Task Owner 10/14/25 Decision from Legal on how to send the employee and client notices (e.g. email as well as FedEx) Tammi 10/14/25 Update each task on the tracker with owner and deadline info. Add additional tasks as needed All attendees 10/14/25 Update the Client 60-day Notices OWNER? 10/14/25 Update the Corp. Employee 60-day Notices Kathryn Nester (and Germaine if she wishes to include the payroll info in this notice) 10/14/25 Update the Caregiver 60-day Notices OWNER? (and Germaine if she wishes to include the payroll info in this notice) 11/1/25 Client 60-day notices must be sent no later than 11/1 OWNER