Participant Communications. The Fund Vendor shall provide internally-prepared fund descriptive information approved by the Funds’ legal counsel for use by FIIOC in its written Participant communication materials. FIIOC shall utilize historical performance data obtained from third-party vendors (currently Morningstar, Inc., FACTSET Research Systems and Lipper Analytical Services) in telephone conversations with Participants and in quarterly Participant statements. The Sponsor hereby consents to FIIOC’s use of such materials and acknowledges that FIIOC is not responsible for the accuracy of such third-party information. FIIOC shall seek the approval of the Fund Vendor prior to retaining any other third-party vendor to render such data or materials under this Agreement.
Participant Communications. District will be responsible for communications with Participating Individuals to inform them of the Test Program's administration plan at District Schools, including but not limited to Testing Protocols and any other rules or requirements of the Testing Program.
Participant Communications. GMO agrees to provide internally-prepared fund descriptive information approved by the Funds' legal counsel for use by FIIOC in its written Plan participant communication materials. FIIOC shall utilize historical performance data obtained from third-party vendors (currently Morningstar, Inc., FACTSET Research Systems and Lipper Analytical Services) in telephone conversations with Plan participants and in quarterly participant statements. GMO hereby consents to FIIOC's use of such materials. FIIOC shall seek the approval of GMO prior to retaining any other third-party vendor to render such data or materials under this Agreement.
Participant Communications. CMS and the State agree that Participant and prospective Participant materials, in all forms, shall require prior approval by CMS and the State unless CMS and the State agree that one or the other entity is authorized to review and approve such documents on behalf of CMS and the State. CMS and the State will also work to develop pre- approved documents, some of which may be required to be used and some of which may be used at the option of the plan but, in either instance, may be used, under certain circumstances, without additional CMS or State approval. All materials shall be integrated and include, but not be limited to: outreach and education materials; enrollment and disenrollment materials; benefit coverage information; and operational letters for enrollment, disenrollment, claims or service denials, Grievances, appeals, and provider terminations. Such uniform/integrated materials will be required to be accessible and understandable (i.e., no more than a sixth grade reading level) to the Participants that will be enrolled in the FIDA-IDD Plan, their representatives and designees. This includes individuals with disabilities, including but not limited to, those with cognitive and functional limitations, and those with limited English proficiency, in accordance with current Federal guidelines for Medicare and Medicaid. Where Medicare and Medicaid standards differ, the standard providing the greatest access to individuals with disabilities or limited English proficiency will apply.
Participant Communications. One Group agrees to provide internally- ------------------------------- prepared fund descriptive information approved by the Funds' legal counsel for use by FIIOC in its written Plan participant communication materials. FIIOC shall utilize historical performance data obtained from third-party vendors (currently Morningstar, Inc., FACTSET Research Systems and Lipper Analytical Services) in telephone conversations with Plan participants and in quarterly participant statements. One Group hereby consents to FIIOC's use of such materials. FIIOC shall seek the approval of One Group prior to retaining any other third-party vendor to render such data or materials under this Agreement. One Group agrees to use reasonable efforts to supply FIIOC with an electronic print file for each Fund containing updated Fund performance and Fund information within four to six weeks of the quarter end.
Participant Communications. Client is entitled to ask screening questions to participants in the initial verification stage of a project and may ask one round of follow-up questions to participants once screening questions have been received. For any additional back-and-forth communications, Client must pay $15 per series of questions per person. This includes scope and screener modifications. Any time Client asks more than one follow-up round of questions, the Grace Period is no longer available for that participant
Participant Communications. The Fund Vendor shall provide internally prepared fund descriptive information approved by its legal counsel for use by FlIOC in its written participant communication materials. FlIOC shall utilize historical performance data obtained from third-party vendors (currently Morningstar, Inc., FACTSET Research Systems and Upper Analytical Services) in telephone conversations with plan participants and in quarterly participant statements. The Employer hereby consents to FlIOC's use of such materials and acknowledges that FlIOC is not responsible for the accuracy of such third-party information. Indemnification. The Fund Vendor is responsible for compensating participants and/or FIIOC in the event that losses occur as a result of (1) the Fund Vendor's failure to provide FIIOC with Price Information or (2) providing FIIOC with incorrect Price Information. 1. <PAGE> Appendix B - Participant Loan Policy and Procedures This Loan Policy is adopted in accordance with Article 9 of the Plan. All other provisions governing Participant loans are included in Article 9. This Policy is effective for loans made on or after the Effective Date of this Agreement. Other loans made under the Plan shall continue under their existing terms until they are repaid. 1.
Participant Communications. Materials designed to communicate to Participants about FIDA- IDD Plan benefits, policies, processes, and/or Participant rights. Participant Ombudsman (PO) – An independent, conflict-free entity under contract with NYSDOH/OPWDD to provide Participants free assistance in accessing their care, understanding and exercising their rights and responsibilities, and appealing Actions (adverse decisions) made by the FIDA-IDD Plan. The PO will be accessible to all Participants through telephonic and, where appropriate, in-person access. The PO will provide advice, information, referral and assistance in accessing benefits and assistance in navigating the FIDA-IDD Plan, providers, or NYSDOH and OPWDD. The PO may participate in the FIDA-IDD Plan Participant Advisory Committee activities. Partnership Plan – Social Security Act Section 1115(a) waiver that provides New York State the Medicaid authority to enroll Medicaid enrollees and Medicare-Medicaid Enrollees in a Medicaid MLTC plan. Privacy – Requirements established in the Health Insurance Portability and Accountability Act of 1996, and implementing regulations, Medicaid regulations, including 42 CFR Parts 431.300 through 431.307, as well as relevant New York privacy laws. Qualified Intellectual Disability Professional (QIDP) – As defined in 42 CFR 483.430, a QIDP is a professional with at least one year of experience working directly with persons with intellectual disability or other developmental disabilities; and is a doctor of medicine or osteopathy, a registered nurse, or a professional who holds at least a bachelor's degree in a human services field (including, but not limited to: sociology, special education, rehabilitation counseling, and psychology). The QIDP completes the OPWDD Approved Assessment Tool and may participate in IDT meetings. Quality Improvement Organization (QIO) – A statewide organization that contracts with CMS to evaluate the appropriateness, effectiveness, and quality of care provided to Medicare Participants. Readiness Review – Prior to entering into a Three-way Contract with the State and CMS, the FIDA-IDD Plan selected to participate in the Demonstration will undergo a readiness review. The readiness review will evaluate the FIDA-IDD Plan’s ability to comply with the Demonstration requirements, including but not limited to: the ability to quickly and accurately process claims and enrollment information, accept and transition new Participants, and provide adequate access to all Medicare...
Participant Communications. Client will be responsible for communicating the location, dates, and time of the Workshop to its employees and others who will participate in the training.
Participant Communications. Distributing summary plan descriptions, notices, elections, and any other reports required by law of Participants.
