apr 15 mtg w monttor done finally
mb seems nice, kinda scattered tho
janet is the real deal, holy crap
mba in h&s leadership??? wasnt expecting that
crsp too. ok this is not a tire kicker
need to stop winging it w her shes gonna eat me alive if i show up sloppy
mark = ceo, friendly, says "we just need someone to help us get our house in order"
classic ceo line ha
180 ppl, 45m rev, mississauga, mid rise commercial + retail fit out + light industrial gta
construction. ohsa world. dont know enough about this
janet said something abt constructor duties s 23, ohsa
she also said s 25 2 h, general duty clause, like she expected me to know it
i did not know it
googled after. constructor = overall resp on project. ok.
also googled "competent person" def, ohsa s 1 1, knowledge training experience plus familiar w act
janet used that phrase like 3 times "competent person designation"
prob she sees gaps in who monttor calls competent
also mentioned o reg 213 91, construction projects reg
she said the manual is v3 last revised 2024 04
that means 24 mo stale, lots changed since
mb mentioned a "near miss" but didnt say what
janet shut him down a bit, said "we shouldnt get into incident specifics on a first call"
fair
ok her top concerns so far
1 sub contractor pre qual, theres no system
2 jhsc certifications, she thinks at least one co chair is expired
3 working at heights, refresher cycle is 3 yrs and theyve lost track
note: jhsc cert valid 3 yrs, part 2 construction stream specifically
she said "section 9 12 of ohsa" abt certification
again like i shouldve known
subs marcus saw mentioned on the call
peel mechanical ltd, mark called them out
gta roofing co, janet mentioned them by name, said they have "history"
also someone called brampton electrical, marcus thinks?? maybe misheard
need to confirm
janet said gta roofing has had two recent fall incidents on other sites
"history" was her word
roofing rate group 728 wsib is like $13 per $100 payroll
ten times the avg rate, that tracks
coffee at second cup near monttor hq apr 9 w mark, just the two of us
he was candid that day
said the cgl carrier rep "scared the hell out of me"
also said he doesnt trust the interim guy long term
"i need a real director of safety eventually"
file that, could be a bigger engagement
not just remediation, possibly interim director of safety services tacked on
fee uplift maybe 20 30k cad on top of 85
janet might block it, scope creep
ask her direct in discovery, "are interim leadership services in or out of scope"
better to know early
also mark said the board chair is asking abt safety quarterly now post near miss
add board reporting templates to discovery agenda
dinner w mark mar 28 at canoe, he picked up the tab, $340 ish
he was warm, said he likes how ez pz "doesnt feel like a big firm"
talked abt his kids, two boys, hockey, langstaff
he wants the engagement to be quiet
"no big presentation to the board, just get me to renewal"
renewal = insurance renewal, cgl carrier sniffing around after near miss
this is the actual driver
apr 22 second mtg, janet + mark + their interim safety lead
interim guys name was dave or doug, i wrote dave first then crossed it out
need to check
he was quiet most of the call, janet drove
got the sense he is leaving or being managed out
he didnt push back when janet flagged the sub gap
felt like he agreed but didnt want to say it out loud
mb did most of the back peddling
"we will get on top of that" line maybe 4 times
sub contractor stuff blew up on this call
janet pulled out a list of 11 subs and said only 2 had current wsib clearance certs
mb looked surprised which surprised me, hes the ceo shouldnt he know
janet very calm about it
she said "this is not an attack on monttor, this is just where we are"
liked that line
she also said the word "evidence" like five times
"the evidence base for that"
"can you point me to evidence"
"we need to evidence the corrective actions"
ok she wants paper. she wants citations. note for proposal
budget signal apr 22, mark said "we have set aside roughly 85 for this"
85k. cad. for 6 mo engagement
discovery may, proposal jun, kickoff jul, delivery aug oct
phase structure mark said out loud
janet didnt push back on the number which is interesting
maybe she has a side arrangement w monttor already, 90 day retainer
remember she said she was on a "90 day retainer" w mark
so shes already paid by them, were the implementation partner
that changes the dynamic. shes evaluating us for fit
ok so were not selling to mark really, were selling thru janet to mark
janet = gatekeeper
she will not let us in if she thinks were hand wavy
need to bring receipts on every claim
gut take, deal prob 60 65 pct
not 80, jm could veto
not 40, mb likes us and budget is teed up
60 is right
or 65 on a good day
need to nail discovery to push it up
who do i bring to discovery
me solo is bad, janet will smell it
ideally bring someone w construction safety creds
priya? she did the cn rail thing but thats rail not construction
might still work
or the new guy what is his name
he came from ihsa, that would be perfect
need to check his calendar
also need to read the rfp brief mark sent
hes calling it an rfp brief tho its not really an rfp
procurement put it together
its generic, looks copy pasted
selection criteria section is light
which is good for us
ok stuff janet wants to see
sub pre qual program designed and rolled out
jhsc cert audit + remediation plan
manual rewrite to align w current regs
o reg 420 21 reporting flow updated
naloxone kit policy, s 25 2 of ohsa, in force since jun 1 2023
working at heights refresher tracking
training matrix by role
she literally listed these
naloxone one is interesting, most manuals miss it entirely
also wait she mentioned 25 2 of ohsa for naloxone but i think its 25 2 of ohsa actually a separate section, need to confirm
i wrote it down as s 25 2 in my apr 22 notes either way
csa z1000 and z1002 came up
shes going to want the gap audit framed against those
csa z45001 too maybe
mark doesnt care about csa stuff, his eyes glazed when she talked frameworks
he just wants the insurance call to go away
ok promotion thing
ben got the sr director slot last week
ben
not me
i pitched 4 of the 6 biggest accts last yr and he gets it
ed said "timing wasnt right for you" which is bs
timing was right enough for ben
im done. tired of carrying water for ed
3 wks notice or just walk
prob walk
monttor is the biggest live deal i have, leaving it to whoever picks it up will be a mess
not my problem after fri
should i tell mark before i leave
prob not
ed will manage that
i should leave good notes
sort of doing that now lol
ok back to monttor
the near miss
janet didnt name it but mb let slip "the crane thing"
crane swing near miss, no injury, no s 51 critical injury report
but the cgl carrier caught it in loss runs
audit triggered as condition of renewal
typical
6 to 12 pct of rev for cgl on a constructor this size, that means premium is like 2 7m to 5 4m cad annually
mb hinted the quote is held pending audit closure
janet is the audit
were the implementation
got it
priya text me back, shes interested
the new guy is darryl, ex ihsa, started apr 7
darryl could be perfect for discovery
need to brief him on tone, janet is senior, ethics aware, evidence first
darryl knows that world already so prob fine
also need to flag, dont overpromise
janet said something abt crsp code of ethics, scope limits
shes ethics aware
if we say we can do X we better be able to do X
random
mark mentioned langstaff school again, his older kid plays
also said his wife runs a yoga studio in port credit
small talk pile
janet hamilton based, said she "commutes to mississauga site visits"
ccohs vp ops, federal nonprofit, hamilton
mcmaster fhs safety mgr 2019
durose mfg guelph 2006 to 2010
ontario college mgr occ safety + ohs cert program instructor 2010 to 2018
coosha co chair 2016 to 2018
this is from her linkedin pdf which mark sent over
ryerson cert occ safety, ub fredericton mba 2014 2017
ok so the linkedin is in the folder somewhere
need to make sure new ae picks that up
deal probability final, 65 pct if discovery is sharp, 50 if not
85k is real money for a 6 mo engagement
walk away pt 70k floor
ed will push for more, dont let him sandbag
ok one more thing
janet said "we are operating within scope per crsp code of ethics professional practice limitations apply"
verbatim
that is exactly the line she will use to push back if we propose work she thinks is out of scope
respect it dont fight it
proposal needs a clear scope section, no fuzzy edges
deliverables itemized, owner per deliverable, verification method
janet loves verification methods
"verification of closure required before re classification of finding"
another verbatim
ok im out
good luck whoever gets this
mark is a good guy
janet is the boss
dont be sloppy
