Re: Lifeguard Consents

From
Steve Koyanagi <skoyanagi@thekey.com>
To
Tammi Franzese <tammi.franzese@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Mon, 19 Aug 2024 08
Folder
INBOX
--00000000000095b60006200b5b60 Content-Type: multipart/alternative; boundary="00000000000095b5fe06200b5b5f" --00000000000095b5fe06200b5b5f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, if you need to use the documents sooner we may need to just figure out a manual solution for your team. Let us know. On Mon, Aug 19, 2024 at 5:00 AM Tammi Franzese wrote: > Hi Tim and Steve, > > I just want to set expectations. I see that Monica is out of the office > and returning on Aug. 26th. I'll calendar this to follow up that week and > cc you. > > > [image: image.png] > *Sincerely,* > > *Tammi Franzese* > Senior Corporate Paralegal | > *TheKey*813.521.5269 > [image: TheKey] > > > On Wed, Aug 14, 2024 at 5:44 PM Timothy Thomas wr= ote: > >> Thanks team >> >> On Wed, Aug 14, 2024 at 5:21 PM Tammi Franzese >> wrote: >> >>> Hi Steve, >>> >>> I accepted the changes and saved for both Tabs 2 and 4. >>> *Sincerely,* >>> >>> *Tammi Franzese* >>> Senior Corporate Paralegal | >>> *TheKey*813.521.5269 >>> [image: TheKey] >>> >>> >>> On Wed, Aug 14, 2024 at 5:14 PM Steve Koyanagi >>> wrote: >>> >>>> Tammi, I made the changes in suggested format so we should be good. Ca= n >>>> you review and finalize? >>>> >>>> On Wed, Aug 14, 2024 at 1:30 PM Timothy Thomas = wrote: >>>> >>>>> Hi Tammi. >>>>> >>>>> After discussing with the team today I would like to remove the >>>>> appendix A as we will not have a wellness plan in place for precare c= lients >>>>> prior to the document being signed. >>>>> >>>>> For consistency can we remove it for both? >>>>> >>>>> Thanks. >>>>> >>>>> >>>>> *Tim Thomas* >>>>> Head of Midwest & Canada Divisions | *TheKey* >>>>> Mobile: 514.591.9387 >>>>> [image: TheKey] >>>>> >>>>> >>>>> On Wed, Aug 14, 2024 at 10:02 AM Tammi Franzese >>>> tammi.franzese@thekey.com> wrote: >>>>> >>>>>> Hi Tim, >>>>>> >>>>>> Here is the link to the Lifeguard addendum and pre care agreement. >>>>>> >>>>>> https://drive.google.com/drive/folders/1SuvMC76a2O-4_5jI4-yZ3r9IrAHE= iG3M?usp=drive_link >>>>>> >>>>>> Please review and confirm it's good to be uploaded in PandaDoc. >>>>>> >>>>>> Thank you >>>>>> *Sincerely,* >>>>>> >>>>>> *Tammi Franzese* >>>>>> Senior Corporate Paralegal | >>>>>> *TheKey*813.521.5269 >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> On Tue, Aug 13, 2024 at 6:01 PM Timothy Thomas wrote: >>>>>> >>>>>>> Hi Tammi. >>>>>>> >>>>>>> Montreal. We will only be working with English clients so no need t= o >>>>>>> translate. >>>>>>> >>>>>>> Thank you! >>>>>>> >>>>>>> >>>>>>> *Tim Thomas* >>>>>>> Head of Midwest & Canada Divisions | *TheKey* >>>>>>> Mobile: 514.591.9387 >>>>>>> [image: TheKey] >>>>>>> >>>>>>> >>>>>>> On Tue, Aug 13, 2024 at 4:53 PM Tammi Franzese >>>>>> tammi.franzese@thekey.com> wrote: >>>>>>> >>>>>>>> Hi Tim, >>>>>>>> >>>>>>>> Glad to help! Which entities/locations are these agreements for? = I >>>>>>>> can insert the logo and work with Monika to get them in PandaDoc. >>>>>>>> >>>>>>>> *Sincerely,* >>>>>>>> >>>>>>>> *Tammi Franzese* >>>>>>>> Senior Corporate Paralegal | >>>>>>>> *TheKey*813.521.5269 >>>>>>>> [image: TheKey] >>>>>>>> >>>>>>>> >>>>>>>> On Tue, Aug 13, 2024 at 3:20 PM Steve Koyanagi >>>>>>> skoyanagi@thekey.com> wrote: >>>>>>>> >>>>>>>>> Tammi, is this something you can help Tim with? I can provide you >>>>>>>>> additional background/context as needed. >>>>>>>>> >>>>>>>>> ---------- Forwarded message --------- >>>>>>>>> From: Timothy Thomas >>>>>>>>> Date: Tue, Aug 13, 2024 at 11:31 AM >>>>>>>>> Subject: Re: Lifeguard Consents >>>>>>>>> To: Steve Koyanagi >>>>>>>>> >>>>>>>>> >>>>>>>>> Looks good! >>>>>>>>> >>>>>>>>> Can we get them dressed up with the logo and set up in Pandadoc? >>>>>>>>> >>>>>>>>> On Tue, Aug 13, 2024 at 12:07 PM Steve Koyanagi >>>>>>>> skoyanagi@thekey.com> wrote: >>>>>>>>> >>>>>>>>>> Attached are both documents. The addendum can be used for curren= t >>>>>>>>>> clients and the other for new clients. These should work for our= pilot but >>>>>>>>>> let's continue to assess as we go. >>>>>>>>>> >>>>>>>>>> On Tue, Aug 13, 2024 at 8:00 AM Timothy Thomas >>>>>>>>>> wrote: >>>>>>>>>> >>>>>>>>>>> Hi Steve, >>>>>>>>>>> >>>>>>>>>>> Any updates on the agreement and addendum? We'd like to start >>>>>>>>>>> onboarding clients this week. >>>>>>>>>>> >>>>>>>>>>> Thanks! >>>>>>>>>>> Tim

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