Re: New client Sue

From
Elizabeth Kachur <elizabeth.kachur@thekey.com>
To
Steve Koyanagi <skoyanagi@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Katie Buell <kbuell@thekey.com>
Date
Thu, 7 Sep 2023 09:21:14 -0700
Folder
INBOX
Steve,

I am familiar with the Caregiver employment agreements from a recent
project. I have not been involved in any projects that deal with Client
Care Agreements and Panda Doc.
Best regards,
Elizabeth Kachur
Associate HR Project Manager
elizabeth.kachur@TheKey.com



On Thu, Sep 7, 2023 at 8:59 AM Steve Koyanagi <skoyanagi@thekey.com> wrote:

> Hi Elizabeth,
>
> Can you also clarify what we're doing for Ontario clients and which
> agreement on Pandadoc each office is using (Toronto, Oakville and Waterloo)
> on Pandadoc?
>
> Thanks.
>
>
>
> On Thu, Sep 7, 2023 at 6:12 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> @Elizabeth Kachur <elizabeth.kachur@thekey.com> Hi Liz, is all of
>> Ontario now using a unified employment agreement in iCIMS or does it vary
>> per entity (Toronto, Oakville, Waterloo)? Can you share it / them with us
>> please.
>>
>> Thanks
>> Tim
>>
>> On Wed, Sep 6, 2023 at 5:43 PM Steve Koyanagi <skoyanagi@thekey.com>
>> wrote:
>>
>>> Can you or your team clarify which Ontario agreement on Pandadoc each of
>>> the 3 Ontario entities are using?
>>>
>>>
>>>
>>>
>>> On Wed, Sep 6, 2023 at 1:01 PM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Hi Katie,
>>>>
>>>> Unfortunately, I don't know how to say that in french. We have a
>>>> translation service available but given the legal nature of the question
>>>> perhaps Steve should ask our Quebec counsel.
>>>>
>>>> We have three entities in Ontario (Toronto: SJD Services, Oakville:
>>>> Arya Health Living Oakville and Waterloo: Arya Health Living Inc. ). We
>>>> utilize all three at this time but I'm in favour of consolidating. This
>>>> would be up to legal and finance to determine.
>>>>
>>>> Hope this helps,
>>>> Thanks,
>>>> Tim
>>>>
>>>> On Wed, Sep 6, 2023 at 2:21 PM Katie Buell <kbuell@thekey.com> wrote:
>>>>
>>>>> Tim,
>>>>>
>>>>> Steve and I met today and updated the consent agreements as much as we
>>>>> can so far. We need some additional input from you to make final updates:
>>>>>
>>>>> *MONTREAL FRENCH CCA:*
>>>>>
>>>>>    - The d/b/a for Montreal is *Home Care Assistance (Montreal) Inc.
>>>>>    d/b/a TheKey*. How do we type "d/b/a" in French?
>>>>>
>>>>> *ONTARIO AND TORONTO CCA:*
>>>>>
>>>>>    - Steve informed me that we have several different companies in
>>>>>    Ontario/Toronto. We have two different CCAs. Do we still need two CCAs? And
>>>>>    which entity are we operating under in Ontario/Toronto?
>>>>>
>>>>> I have updated the rest of the CCAs and am in the process of updating
>>>>> supporting documents (payment authorizations, etc). I will complete this as
>>>>> soon as I have this additional information from you.
>>>>>
>>>>> Thanks!
>>>>>
>>>>> Katie Buell, CSPO
>>>>> Product Manager
>>>>> 415-385-1721
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>>
>>>>> On Wed, Aug 30, 2023 at 11:00 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Got it, thanks Steve
>>>>>>
>>>>>> On Wed, Aug 30, 2023 at 1:42 PM Steve Koyanagi <skoyanagi@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Working on getting #2. For 5, let's just make these changes first.
>>>>>>>
>>>>>>> On Wed, Aug 30, 2023 at 8:36 AM Katie Buell <kbuell@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Confirming receipt. Mike is no longer with the company so I will
>>>>>>>> wait to hear from @Steve Koyanagi <skoyanagi@thekey.com> about the
>>>>>>>> two open items below before I begin making changes
>>>>>>>>
>>>>>>>> Katie Buell, CSPO
>>>>>>>> Product Manager
>>>>>>>> 415-385-1721
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Wed, Aug 30, 2023 at 6:15 AM Timothy Thomas <tt@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hi Katie,
>>>>>>>>>
>>>>>>>>> 1. Yes this is for all of Canada.
>>>>>>>>> 2. @Mike Pham <michael.pham@thekey.com> could you please confirm
>>>>>>>>> the exact DBA names for each canadian entity as per Katie's question.
>>>>>>>>> 3. Yes please remove the HCA reference
>>>>>>>>> 4. If you could please us TheKey Formerly home care assistance
>>>>>>>>> Logo. On the french consent agreement, please use the attached logo.
>>>>>>>>> 5. I'll let @Steve Koyanagi <skoyanagi@thekey.com> handle this.
>>>>>>>>>
>>>>>>>>> Thanks,
>>>>>>>>> Tim
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> On Thu, Aug 24, 2023 at 6:44 PM Katie Buell <kbuell@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Hi Tim,
>>>>>>>>>>
>>>>>>>>>> Yes, I can assist with this. Some questions to address first:
>>>>>>>>>>
>>>>>>>>>>    - Is this for all of Canada? or only specific locations? I
>>>>>>>>>>    will need to know which locations
>>>>>>>>>>    - What specifically is the d/b/a name? Is it Home Care
>>>>>>>>>>    Assistance dba TheKey? Or is it, for example, Home Care Assistance of
>>>>>>>>>>    Montreal dba TheKey? I will need that very specific dba for each location.
>>>>>>>>>>    - There are several references throughout the CCA to "HCA". I
>>>>>>>>>>    assume those will need to be updated to TheKey as well?
>>>>>>>>>>    - Logo -- is it just TheKey logo, or is there a co-branded
>>>>>>>>>>    logo you are using?
>>>>>>>>>>    - @Steve Koyanagi <skoyanagi@thekey.com> do we just need to
>>>>>>>>>>    change HCA to TheKey in their agreements, or do we need to move them over
>>>>>>>>>>    to something similar to the new agreements being used by TheKey US?
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Katie Buell, CSPO
>>>>>>>>>> Product Manager
>>>>>>>>>> 415-385-1721
>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Thu, Aug 24, 2023 at 9:52 AM Timothy Thomas <tt@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hi Katie,
>>>>>>>>>>>
>>>>>>>>>>> Is this something that you could assist Canada with?
>>>>>>>>>>>
>>>>>>>>>>> Thanks
>>>>>>>>>>>
>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>> From: Timothy Thomas <tt@thekey.com>
>>>>>>>>>>> Date: Mon, Aug 21, 2023 at 12:03 PM
>>>>>>>>>>> Subject: Re: New client Sue
>>>>>>>>>>> To: Steve Koyanagi <skoyanagi@thekey.com>, PandaDoc <
>>>>>>>>>>> docs@email.pandadoc.net>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> adding @PandaDoc <docs@email.pandadoc.net>
>>>>>>>>>>>
>>>>>>>>>>> Could we please update the Canadian consent agreements to
>>>>>>>>>>> include the brand update, logo and name to TheKey?
>>>>>>>>>>>
>>>>>>>>>>> Thanks
>>>>>>>>>>>
>>>>>>>>>>> On Thu, Aug 17, 2023 at 11:42 AM Steve Koyanagi <
>>>>>>>>>>> skoyanagi@thekey.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> All of your client agreements are in Pandadoc, correct? If yes,
>>>>>>>>>>>> we will just need Pandadoc support to assist in adding the "d/b/a TheKey"
>>>>>>>>>>>> to them.
>>>>>>>>>>>>
>>>>>>>>>>>> On Thu, Aug 17, 2023 at 6:23 AM Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> Hi Shawntel,
>>>>>>>>>>>>>
>>>>>>>>>>>>> We are registered as a numbered company in Alberta however we
>>>>>>>>>>>>> also have our DBA (Doing Business As) registrations for TheKey and Home
>>>>>>>>>>>>> Care Assistance. See attached from the CRA.
>>>>>>>>>>>>>
>>>>>>>>>>>>> @Steve Koyanagi <skoyanagi@thekey.com> Is it possible to
>>>>>>>>>>>>> update our consent agreements across Canada to reflect the name change?
>>>>>>>>>>>>>
>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>> Tim
>>>>>>>>>>>>>
>>>>>>>>>>>>> On Wed, Aug 16, 2023 at 9:09 PM Shawntel Sousa <
>>>>>>>>>>>>> ssousa@thekey.com> wrote:
>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hi all,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> I’m having a huge issue with a new prospective client Sue.
>>>>>>>>>>>>>> She is not willing to sign the consent agreement because of the fact that
>>>>>>>>>>>>>> we are operating as a numbered company but it doesn’t mention the key in
>>>>>>>>>>>>>> our agreements and the HCA name and logo are in the agreements not the key.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> I brought this up a few weeks ago to see if this could be
>>>>>>>>>>>>>> changed because it doesn’t make sense that we are still using home care
>>>>>>>>>>>>>> assistance in our consent agreements instead of The Key and now I’m running
>>>>>>>>>>>>>> into a road block.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Can we get this changed? Or can someone give me a response
>>>>>>>>>>>>>> that she would accept because I have tried to explain this to her in every
>>>>>>>>>>>>>> which way possible and she said she will not sign an agreement home care
>>>>>>>>>>>>>> assistance on it because we aren’t advertised as HCA but we are the key.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Send help!!!
>>>>>>>>>>>>>> --
>>>>>>>>>>>>>> Warm regards,
>>>>>>>>>>>>>> Shawntel Sousa, LPN
>>>>>>>>>>>>>> Lead Client Care Manager
>>>>>>>>>>>>>> Home Care Assistance/The Key
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Calgary Office number: (403) 301-3777
>>>>>>>>>>>>>> Winnipeg Office Number: (204) 489-6000
>>>>>>>>>>>>>> Mobile number: (403) 305-6588
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Sent from my iPhone
>>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>> --
>>>>>>>>>>>>> Tim Thomas
>>>>>>>>>>>>> Head of Canada Division
>>>>>>>>>>>>> *Please note my email has changed:*
>>>>>>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>>>>>>> (514) 591-9387
>>>>>>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>> Tim Thomas
>>>>>>>>>>> Head of Canada Division
>>>>>>>>>>> *Please note my email has changed:*
>>>>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>>>>> (514) 591-9387
>>>>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>> Tim Thomas
>>>>>>>>>>> Head of Canada Division
>>>>>>>>>>> *Please note my email has changed:*
>>>>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>>>>> (514) 591-9387
>>>>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Tim Thomas
>>>>>>>>> Head of Canada Division
>>>>>>>>> *Please note my email has changed:*
>>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>>> (514) 591-9387
>>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>
>>>>>>>>
>>>>>>
>>>>>> --
>>>>>> Tim Thomas
>>>>>> Head of Canada Division
>>>>>> *Please note my email has changed:*
>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>> (514) 591-9387
>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <tt@thekey.com>
>>>> (514) 591-9387
>>>> TheKey.ca <https://www.thekey.ca/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>

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