Advisor Responsibilities. 1. Abide by the Advisor’s Code of Conduct and Advisory Contract as written in the Advisor’s Handbook.
2. Serve as a member of the MESA Advisory Council if elected. Elections will take place annually at the commencement of the school year.
3. Maintain student roster, profiles, and activities via MESA Information Management System (XXXX) in an accurate and timely manner.
Advisor Responsibilities. Advisor agrees that it will handle Client’s business hereunder in a strictly professional and ethical manner, utilizing its best efforts and skill on behalf of Client; Advisor has made no guarantee that client will obtain a particular business credit score or guarantee regarding a specific cash dollar amount of credit a client will obtain. All expressions made by Advisor relative to the matters discussed in this Paragraph previous or following the execution of this Agreement by the Client and Advisor are the Advisor’s sincere opinion only. However, if the Client has not been extended at least $50,000 in TOTAL credit (any combination of vendor credit, trade credit, equipment lease, vehicle lease, loans, lines of credit, credit cards, real estate pre-approvals, etc), Client may elect at any time to receive an additional twelve (12) months of advising from the Advisor.
Advisor Responsibilities. Altruist’s performance of the Services is subject to Advisor’s performance of the following tasks and functions:
2.1 Advisor shall provide Altruist with the list of its Authorized Persons on such form as Altruist may prescribe and shall promptly notify Altruist in writing of any changes to such list. Altruist shall be entitled to rely on such list until it receives written notice of a change.
2.2 Advisor shall designate in writing one of its Authorized Persons to be Advisor’s single point of contact for the designated Altruist service team via phone or email. If such single point of contact is to change, then Advisor will provide Altruist at least one business day’s written notice.
2.3 Advisor shall be solely responsible for the use and protection of its Platform Logins. Advisor shall provide invitations to the Platform only to Clients for whom it recommends the Platform.
2.4 Advisor shall be fully responsible for configuring the Platform, building custom models on the Platform, building custom portfolios on the Platform, and assigning custom models, custom portfolios, and Model Portfolios to Clients.
2.5 Advisor shall notify Clients of any modification or replacement of any Model Portfolio for the Client’s Account. Advisor shall notify Clients as to how to notify Advisor of any change in the Client’s investment objectives, financial situation or investment risk profile, which information shall be promptly updated on the Platform by Advisor.
2.6 Advisor shall review the Client and Platform Account activity and other information presented on the Advisor Dashboard on a timely basis and promptly take any actions called for by that information. Advisor shall immediately notify Altruist of any unauthorized, inaccurate or incomplete activity or other information, whether displayed on the Advisor Dashboard or the Client Dashboard, by contacting Altruist.
Advisor Responsibilities. It is important that advisors understand the responsibilities involved before making a commitment to the Student Organization that they plan on advising. Those responsibilities include:
Advisor Responsibilities. Minimum responsibilities for club/activity advisor to be outlined annually to include number of meeting 8 days, activities, etc. These responsibilities will be listed on the Annual Co-Curricular Planning and 9 Accomplishment Form for each activity. This form will be shared with the ASB Advisor or Principal if 10 related to a class, at the beginning of the year or activity. 11
Advisor Responsibilities. 1. Abide by the Advisor’s Code of Conduct and Advisory Contract as written in the Advisor’s Handbook.
2. Serve as a member of the NM MESA, Inc., Advisory Council if elected. Elections will take place annually at the commencement of the school year.
3. Recruit and maintain a program with a minimum of 20 students.
4. Maintain student roster, profiles, and activities via NM MESA, Inc., Information Management System (XXXX) in an accurate and timely manner.
5. Collect Parent Permission Forms (A-1) from all MESA students and submit to Regional Coordinator.
6. Collect Student Profile Forms (A-2) from all NM MESA, Inc., students and enter accurate student information into XXXX.
7. Collect Student and Parent Field Trip Agreement Forms (A-3) from all NM MESA, Inc., students. Forms should be accessible during NM MESA, Inc., activities and updated as necessary.
8. Hold regular weekly student meetings.
9. Monitor students’ grades to determine eligibility and tutoring needs.
10. Facilitate tutoring for students as needed.
11. Work with NM MESA, Inc., Regional Coordinator to participate in the minimum number of NM MESA, Inc., activities to ensure meeting Performance Watch and Activity guidelines (found in Advisor Handbook).
12. Participate in regional and state NM MESA, Inc., competitions (if qualify for MESA Day).
13. Hold one parent meeting annually.
14. Attend all regional and statewide meetings.
15. Host and participate in a minimum of two-four school site visits.
16. Encourage students to take standardized tests (ACT, SAT, etc.), if applicable.
17. Encourage students to achieve academic excellence through participation in all academic endeavors provided by NM MESA, Inc., the school, and others.
18. Support the NM MESA, Inc., mission, “Empower and motivate New Mexico’s culturally diverse students through science, technology, engineering, and math (STEM) enrichment.”
Advisor Responsibilities. Advisor agrees that it will handle Client’s business hereunder in a strictly professional and ethical manner, utilizing its best efforts and skill on behalf of Client; Advisor has made and is not permitted to make any guarantee that client will obtain a particular business credit score or guarantee regarding a specific cash dollar amount of credit a client will obtain. All expressions made by Advisor relative to the matters discussed in this Paragraph previous or following the execution of this Agreement by the Client and Advisor are the Advisor’s sincere opinion only. However, if the Client has not been extended at least $50,000 in TOTAL credit (any combination of vendor credit, trade credit, equipment lease, vehicle lease, loans, lines of credit, credit cards, real estate pre-approvals, etc), Client may elect at any time to receive an additional twelve (12) months of advising from the Advisor at no additional cost except for elective costs as set forth above. Advisor will also treat any information provided to Advisor with care and will not release any such information to third parties (other than parties providing products or services under the elective expense provisions above, or directly related to establishing a credit score, or credit relationships, as described herein without the permission of Client.
Advisor Responsibilities. 1. Abide by the Advisor’s Code of Conduct and Advisory Contract as written in the Advisor’s Handbook.
2. Provide input at Regional and Statewide meetings to help represent the needs of our local learning community.
3. Maintain student roster, profiles, and activities via MESA Information Management System (XXXX) in an accurate and timely manner.
Advisor Responsibilities. Advise you what information is required to complete the work identified under the terms of this agreement and what information is required to maintain the ongoing planning activities.
Advisor Responsibilities. Advisor agrees that it will handle Client’s business hereunder in a strictly professional and ethical manner, utilizing its best efforts and skill on behalf of Client; Advisor has made no guarantee that client will obtain a particular business credit score or guarantee regarding a specific cash dollar amount of credit a client will obtain. All expressions made by Advisor relative to the matters discussed in this Paragraph previous or following the execution of this Agreement by the Client and Advisor are the Advisor’s sincere opinion only. However, if the Client has not been extended at least $50,000 in TOTAL credit (any combination of vendor credit, trade credit, equipment lease, vehicle lease, loans, lines of credit, credit cards, real estate pre-approvals, etc.), Client may elect at any time to receive an additional twelve (12) months of advising from the Advisor regarding the Client Tasks referenced in Paragraph 2 above. Advisor shall not be required to continue to pursue any matter required by this Agreement if at any time during the performance of this Agreement the facts and circumstances which develop or become known to Advisor shall give Advisor, in its sole opinion and discretion, cause to believe that further pursuit of such claim would be futile and/or would result in an unjustified expense of time and resources of either the Advisor or Client. Although Advisor makes reasonable efforts to ensure that each client receives the maximum amount of cash credit possible, Advisor does not have control over the amount that a client may obtain. Advisor does not make any guarantee regarding the amount of CASH credit received, the amount of time it takes to receive the business credit, the interest rate(s), or terms on the credit. It is possible that a client will receive less than desired. Historical outcomes are not a guarantee of future results. Advisor does not take responsibility for either the amount of funds a client may receive or for the use of the funds a client may receive. Pursuant to Section II.1 of this Agreement above, all monies paid by Client to Advisor for Advisor’s consulting services are final, regardless of the outcome and in light of the other statements disclosed by Advisor to Client in this paragraph. Advisor assumes no liability or responsibility for any errors, omissions or any other acts from 3rd party referrals that Advisor may have recommended.
