--00000000000025a23c05e9c4d654 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, Left you a VM. We can connect whenever convenient. Thanks! On Wed, Sep 28, 2022 at 10:40 AM Steve Koyanagi wrote: > Sounds good; had a couple fires come up, but I'll try to give you a buzz > when I free up. > > On Wed, Sep 28, 2022 at 10:20 AM Matt Vijayan wrote= : > >> Just called you. Didn't leave a message. Please call me anytime before >> 2.00PM Eastern or after 5.00PM today. >> >> Best regards, >> >> Matt >> >> Matt Vijayan >> Director of Sales, Canada >> *Please note my email has changed:* >> mvijayan@TheKey.com >> (905) 592-0085 >> TheKey.com >> [image: TheKey] >> >> >> On Wed, Sep 28, 2022 at 12:14 PM Steve Koyanagi >> wrote: >> >>> Matt, let's find 2 minutes to connect just so I understand what the >>> senior advisor is asking for. Give my cell a call at 650-722-6476. If= I >>> don't pick up I will give you a buzz back. Thanks! >>> >>> On Wed, Sep 28, 2022 at 8:42 AM Matt Vijayan >>> wrote: >>> >>>> Hi Steve, >>>> >>>> I just connected with a senior advisor regarding this contract and she >>>> does not want to see a 5% referral fee in the document; she will be >>>> contravening the social workers association's code of ethics. How do w= e >>>> word the non-solicitation clause appropriately based on this informati= on >>>> and after removing the referral fee? >>>> >>>> *1. * *Non =E2=80=93 Solicitation*. Agent understands that HCA sp= ends a >>>> significant amount of time, money and resources in the process of >>>> assessing, retaining and developing goodwill with its clients and ther= efore >>>> each client is a valuable asset. Accordingly, for two years after pay= ment >>>> of a Referral Fee, Agent shall not directly or indirectly solicit, ind= uce, >>>> encourage, or attempt to solicit, induce, or encourage a HCA client >>>> referred by Agent to leave or terminate its relationship with HCA. In >>>> the event that Agent violates this provision, Agent shall be required = to >>>> remit the Referral Fee for the applicable client to HCA, up to a >>>> maximum fee of the total monetary amount Agent received from HCA for t= he >>>> applicable client, which amount shall be due within fifteen (15) days = of >>>> the client's termination of services with HCA. >>>> >>>> Best regards, >>>> >>>> Matt >>>> >>>> Matt Vijayan >>>> Director of Sales, Canada >>>> *Please note my email has changed:* >>>> mvijayan@TheKey.com >>>> (905) 592-0085 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Thu, Sep 8, 2022 at 12:59 PM Steve Koyanagi >>>> wrote: >>>> >>>>> Tim/Matt, >>>>> >>>>> Attached is an updated contract template for your review. Of note, I >>>>> included the proposed language about re-evaluating the 5% referral fe= e >>>>> prior to the end of the initial term, which is 12 months. After revi= ew, >>>>> let me know if you want to chat one more time before moving forward. >>>>> >>>>> Thanks. >>>>> >>>>> On Fri, Aug 26, 2022 at 11:15 AM Timothy Thomas wrote= : >>>>> >>>>>> Ok thanks! Have a good weekend. >>>>>> >>>>>> On Fri, Aug 26, 2022 at 2:13 PM Steve Koyanagi >>>>>> wrote: >>>>>> >>>>>>> Yes; definitely. Will be good to discuss these types of >>>>>>> arrangements. I just scheduled some time for next week. >>>>>>> >>>>>>> On Fri, Aug 26, 2022 at 10:56 AM Timothy Thomas >>>>>>> wrote: >>>>>>> >>>>>>>> Hi Steve, >>>>>>>> >>>>>>>> We would like to sign a partnership agreement with a GCM firm in >>>>>>>> Canada. Jackie Summers shared this agreement that we can use as a >>>>>>>> foundation. >>>>>>>> >>>>>>>> Would you have some time to connect next week to review? >>>>>>>> >>>>>>>> Thanks! >>>>>>>> Tim >>>>>>>> >>>>>>>> ---------- Forwarded message --------- >>>>>>>> From: Jackie Summers >>>>>>>> Date: Thu, Aug 25, 2022 at 12:41 AM >>>>>>>> Subject: Re: GCM Partnership Agreement >>>>>>>> To: Timothy Thomas >>>>>>>> Cc: Ashley Mirone , Ashley Mirone >>>>>>> amirone@homecareassistance.com>, Matt Vijayan >>>>>>>> >>>>>>>> >>>>>>>> Thank you for your patience. >>>>>>>> Here is a link to the Placement Agency Agreement >>>>>>>> >>>>>>>> The instructions on how to get the invoices paid are here in the H= CL >>>>>>>> Playbook >>>>>>>> >>>>>>>> . >>>>>>>> Please let me know if anything further is needed. >>>>>>>> >>>>>>>> Jackie Summers >>>>>>>> Sales Operations Manager >>>>>>>> *Please note my email has changed:* >>>>>>>> jsummers@TheKey.com >>>>>>>> (951) 675-0413 >>>>>>>> TheKey.com >>>>>>>> [image: TheKey] >>>>>>>> >>>>>>>> >>>>>>>> On Wed, Aug 24, 2022 at 6:13 AM Timothy Thomas >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Great, thanks Ashley. >>>>>>>>> >>>>>>>>> On Tue, Aug 23, 2022 at 2:42 PM Ashley Mirone >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Hi Tim, >>>>>>>>>> >>>>>>>>>> No problem and also feel free to provide any edits we may want t= o >>>>>>>>>> consider but any changes will need to be approved by legal but h= appy to >>>>>>>>>> support that process. >>>>>>>>>> >>>>>>>>>> Looping in +Jackie