Hi Tim,
Approval was in the July 7 email - sorry that wasn't very clear...
Lisa B
On Mon, Jul 18, 2022 at 7:40 AM Timothy Thomas <tt@thekey.com> wrote:
> Hi Lisa,
>
> Are we clear to proceed with the payout for Carolina?
>
> Thanks!
> Tim
>
> On Mon, Jul 11, 2022 at 9:14 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Hi Lisa,
>>
>> Here is the justification you requested -
>> https://docs.google.com/spreadsheets/d/1YF4faPNySGB-mb-chRZxphpPsb_-1xfc/edit?usp=sharing&ouid=117105049201788054835&rtpof=true&sd=true
>>
>> Please let me know if you have any questions.
>> Tim
>>
>> On Thu, Jul 7, 2022 at 2:37 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Thanks Lisa. I'll put that together for you.
>>>
>>> On Thu, Jul 7, 2022 at 10:00 AM Lisa Bazzoni <lisa.bazzoni@thekey.com>
>>> wrote:
>>>
>>>> Hi Tim,
>>>> No issues with paying this out but I would like to have some
>>>> documentation on file showing the starting revenue upon acquisition and
>>>> perhaps an average mo over mo growth rate, etc. (Only because she mentions
>>>> in her email that you discussed this as potential performance measure) Just
>>>> so we have something on file.
>>>> Thanks!
>>>> Lisa B
>>>>
>>>> On Thu, Jul 7, 2022 at 8:26 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Attached is Carolina's Employment Agreement.
>>>>>
>>>>> On Wed, Jul 6, 2022 at 11:53 PM Angie Markwell <
>>>>> angie.markwell@thekey.com> wrote:
>>>>>
>>>>>> Please providerequired information and Lisa will ensure Carolina gets
>>>>>> paid.
>>>>>>
>>>>>> ---------- Forwarded message ---------
>>>>>> From: Lisa Bazzoni <lisa.bazzoni@thekey.com>
>>>>>> Date: Wed, Jul 6, 2022 at 7:50 AM
>>>>>> Subject: Re: Bonus discussion
>>>>>> To: Angie Markwell <angie.markwell@thekey.com>
>>>>>> Cc: Chuck Leu <cleu@thekey.com>
>>>>>>
>>>>>>
>>>>>> Good morning Angie,
>>>>>> Carolina's offer letter is not on file in Bamboo, therefore we have
>>>>>> no record of this bonus arrangement.
>>>>>> Can you see that Tim or Kirk forwards a copy to us.
>>>>>> I'll take it from there.
>>>>>> Thanks!
>>>>>> Lisa B
>>>>>>
>>>>>> On Tue, Jul 5, 2022 at 10:28 PM Angie Markwell <
>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Chuck and or Lisa?
>>>>>>>
>>>>>>> ---------- Forwarded message ---------
>>>>>>> From: Timothy Thomas <tt@thekey.com>
>>>>>>> Date: Tue, Jul 5, 2022 at 1:17 PM
>>>>>>> Subject: Re: Bonus discussion
>>>>>>> To: Angie Markwell <angie.markwell@thekey.com>
>>>>>>> Cc: Kirk Hayes <khayes@thekey.com>
>>>>>>>
>>>>>>>
>>>>>>> Hi Angie,
>>>>>>>
>>>>>>> Following up on this. Has Chuck approved the full payout for
>>>>>>> Carolina?
>>>>>>>
>>>>>>> Thanks
>>>>>>> Tim
>>>>>>>
>>>>>>> On Wed, Jun 15, 2022 at 3:30 PM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi Angie,
>>>>>>>>
>>>>>>>> Further to our discussion today, I'm in alignment with Kirk that
>>>>>>>> Carolina should receive her full bonus for 2021/22.
>>>>>>>>
>>>>>>>> Please review with Chuck and let me know if we're clear to proceed.
>>>>>>>> Thanks
>>>>>>>> Tim
>>>>>>>>
>>>>>>>> On Sun, Jun 12, 2022 at 10:23 PM Angie Markwell <
>>>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> Tim lets talk this week on 1:1 about this.
>>>>>>>>>
>>>>>>>>> On Sun, Jun 12, 2022 at 11:42 AM Kirk Hayes <khayes@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Tim --
>>>>>>>>>>
>>>>>>>>>> I received this email from Carolina last week. I've attached her
>>>>>>>>>> employment letter, which doesn't specify exactly what the bonus was tied to
>>>>>>>>>> (we did that on purpose to give us flexibility). I'm not sure what you plan
>>>>>>>>>> to do for her bonus, but I do not feel like she should get full credit for
>>>>>>>>>> managing revenue (Loving Home Care) that we purchased via acquisition vs
>>>>>>>>>> revenue she grew. Ultimately, that is your call.
>>>>>>>>>>
>>>>>>>>>> Let me know if you'd like to discuss.
>>>>>>>>>>
>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>> From: Carolina Orosa <corosa@homecareassistance.com>
>>>>>>>>>> Date: Tue, Jun 7, 2022 at 2:56 PM
>>>>>>>>>> Subject: Bonus discussion
>>>>>>>>>> To: Kirk Hayes <khayes@homecareassistance.com>
>>>>>>>>>> Cc: JJ Orosa <jjorosa@gmail.com>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Hi Kirk,
>>>>>>>>>>
>>>>>>>>>> I hope this email finds you well. I just wanted to reach out as
>>>>>>>>>> we have passed the 1 -year mark, post-acquisition and I wanted to circle
>>>>>>>>>> back with you to see if I remembered our discussion around my bonus
>>>>>>>>>> correctly. My understanding is that I would get paid out $50k if we
>>>>>>>>>> averaged $390k/month. There were no other metrics discussed. Is this your
>>>>>>>>>> recollection as well?
>>>>>>>>>>
>>>>>>>>>> Please let me know. Thank you!
>>>>>>>>>>
>>>>>>>>>> Warm regards,
>>>>>>>>>>
>>>>>>>>>> Carolina
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> --
>>>>>>>>>>
>>>>>>>>>> Carolina Orosa
>>>>>>>>>> President and Chief Operating Officer
>>>>>>>>>> Home Care Assistance
>>>>>>>>>> 1861 Marine Drive,
>>>>>>>>>> West Vancouver, BC V7V1J7
>>>>>>>>>> ph: (778) 279-3634
>>>>>>>>>> fax: (778) 279-3635
>>>>>>>>>> website: *www.homecareassistancevancouver.ca
>>>>>>>>>> <http://homecareassistancevancouver.ca/>*
>>>>>>>>>> https://www.youtube.com/watch?v=RX_4cCVybg8
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Tim Thomas
>>>>>>>> Head of Canada Division
>>>>>>>> *Please note my email has changed:*
>>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>>> (514) 591-9387
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Tim Thomas
>>>>>>> Head of Canada Division
>>>>>>> *Please note my email has changed:*
>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>> (514) 591-9387
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>
>>>>>>
>>>>>>
>>>>>> --
>>>>>>
>>>>>> Lisa Bazzoni, MBA, CCP
>>>>>> Senior Compensation Consultant
>>>>>> *Please note my email has changed:*
>>>>>> lisa.bazzoni@TheKey.com <Lisa.Bazzoni,%20MBA,%20CCP@TheKey.com>
>>>>>> (847) 924-4401
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>> (514) 591-9387
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>>
>>>> Lisa Bazzoni, MBA, CCP
>>>> Senior Compensation Consultant
>>>> *Please note my email has changed:*
>>>> lisa.bazzoni@TheKey.com <Lisa.Bazzoni,%20MBA,%20CCP@TheKey.com>
>>>> (847) 924-4401
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>> (514) 591-9387
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>> (514) 591-9387
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <Tim.Thomas@TheKey.com>
> (514) 591-9387
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://www.thekey.com/>
>
--
Lisa Bazzoni, MBA, CCP
Senior Compensation Consultant
*Please note my email has changed:*
lisa.bazzoni@TheKey.com <Lisa.Bazzoni,%20MBA,%20CCP@TheKey.com>
(847) 924-4401
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://www.thekey.com/>