Performance Reporting Services Sample Clauses

Performance Reporting Services. From time to time, upon request of the Client, provide performance reporting services (“Performance Reporting Services”) consisting of one or more of the following: (a) Creation of templates for the Management’s Discussion of Fund Performance (“MDFP”) section of the annual or semi-annual report; (b) Creation of templates for, and typesetting of, the annual and semi-annual reports, including the financial statements; (c) Population of the templates with data obtained from third parties, and coordination with third parties responsible for the review of the MDFP; and (d) Coordination with the print vendor for final printing of the annual and semi-annual reports; and (e) Creation of templates for, and preparation of reports to the Client’s Board.
Sample 1Sample 2Sample 3See All (19)
AutoNDA by SimpleDocs
Performance Reporting Services. Provide annual savings reports for years 1 through 12. Reporting shall include the following: • Energy savings calculations for period compared to targets. • Status of energy and operational savings strategies implemented by Consultant.
Sample 1
Performance Reporting Services. As compensation for the Performance Reporting Services provided from time to time, the Client shall pay the fees and rates agreed upon at the time a request is made for such Performance Reporting Services. Service Provider shall provide the Client with a proposal approximately six (6) weeks prior to the end of the Client’s fiscal year, and the Client shall advise Service Provider of the Client’s acceptance of such proposal within two (2) weeks of submission thereof. A quote shall be provided upon request and shall be based upon the following schedule of fees: Creative Direction and Design Creation/Design of Cover Artwork $ 528.52 Flat fee Creation/Design of Book Style $ 1,057.04 Flat fee Freelance writing services can be acquired to write the Chairman’s Letter, Shareholder Letter and Management’s Discussion of Fund Performance sections. These services are supplied by freelance writers and their fees are in addition to Service Provider’s fees. These fees are listed below: Preparation of Chairman’s Letter/Shareholder Letter – Interview with Chairman (or other officer) -Topics include performance, strategy, outlook, news. Fee includes one draft letter (estimated 1300 to 1700 words) and one set of revisions per client comments. $ 1,321.30 Preparation of Management’s Discussion of Fund Performance—Interview with Fund Manager via telephone or email. Fee includes one draft fund write up (estimated 425 words) and one set of revisions per client comments. Amount quoted is per fund. $ 449.24 The Coordination charges include the following services: Coordination with all Service Provider internal and external contacts (Service Provider s Research and Financial Administration, Investment Adviser and/or portfolio managers to provide all required research data; Distributor Compliance to ensure FINRA-related review, approval and filing (if necessary); Fund Counsel; Fund independent registered public accounting firm); all editorial services and coordination with the print vendor to verify that the client-requested stylistic criteria has been met. Chairman’s/Shareholder Letter and 1 Fund $ 3,171.12 Flat fee Each additional Fund $ 528.52 Per Fund New set page (from disk) $ 47.57 per page New set page (from hardcopy) $ 47.57 per page Quick Turnaround (QTA)/Rush Charges $ 15.86 per page in addition to new set charge Quick Turnaround (QTA)/Rush Charges Graphs $ 21.14 per page in addition to new set charge Author alterations—includes 5 alteration cycles—additional cycles will be...
Sample 1
Performance Reporting Services. From time to time, upon request of the Client, provide performance reporting services ("Performance Reporting Services") consisting of one or more of the following: (a) Creation of templates for the Management’s Discussion of Fund Performance (“MDFP”) section of the annual or semi-annual report; (b) Creation of templates for, and typesetting of, the annual and semi-annual reports, including the financial statements; (c) Population of the templates with data obtained from third parties, and coordination with third parties responsible for the review of the MDFP; and (d) Creation of templates, and preparation of reports to the Board.
Sample 1
Performance Reporting Services. Xxxxxxx Controls shall provide the following services • Guarantee Management - to include quarterly progress reports including current savings to guarantee -' comparison and actual energy consumption. • Utility Bill Review -- We shall monitor and review your utility bills to ensure proper billing, and track trends in utility spending charges. • Natural Gas Rate Evaluation and Purchasing-We shall assist you in selecting the most cost efficient supplier of natural gas. • Electric Rate Evaluation and Purchasing- We shall assist you in selecting the most cost efficient supplier of electricity. • Electric Meter Monitoring and Reporting-We shall provide electric utility monitoring; generate reports that shall assist you with building operations, retail electric purchasing, and problem identification. • Impact of Facility/System Changes - We shall assist you in projecting how the utility budget shall be impacted by facility changes. (i.e. change of occupancy hours or building additions) • CustomerNendor Liaison - We shall assist you in resolving problems with other service/installation companies. • Energy Training/Education - We shall be part of a comprehensive program to train your maintenance and engineering staff on energy efficient operating practices. • Remote Monitoring - We shall remotely monitor your facility on a regular basis to monitor for potential HVAC problems and energy inefficiency. • Customized Reporting - We shall help develop customized reports that help you monitor critical HVAC and energy consuming systems in your facilities. • Control Strategy Optimization - We can identify control strategies that could be changed to operate equipment in a more energy efficient manner.
Sample 1

Related to Performance Reporting Services

  • Performance Reporting The State of California is required to submit the following financial reports to FEMA:

  • Performance Reports None Specified

  • Hosting Services 13.1 If Supplier or its subcontractor, affiliate or any other person or entity providing products or services under the Contract Hosts Customer Data in connection with an Acquisition, the provisions of Appendix 1, attached hereto and incorporated herein, apply to such Acquisition. 13.2 If the Hosting of Customer Data by Supplier or its subcontractor, affiliate or any other person or entity providing products or services under the Contract contributes to or directly causes a Data Breach, Supplier shall be responsible for the obligations set forth in Appendix 1 related to breach reporting requirements and associated costs. Likewise if such Hosting contributes to or directly causes a Security Incident, Supplier shall be responsible for the obligations set forth in Appendix 1, as applicable. 14 Change Management

  • Compliance Support Services Provide compliance policies and procedures related to services provided by BNY Mellon and, if mutually agreed, certain of the BNY Mellon Affiliates; summary procedures thereof; and periodic certification letters. · Such Compliance Support Services are administrative in nature and do not constitute, nor shall they be construed as constituting, legal advice or the provision of legal services for or on behalf of a Fund or any other person, and such services are subject to review and approval by the applicable Fund and by the Fund’s legal counsel. · Provide access to Fund records so as to permit the Fund or TRP to test the performance of BNY Mellon in providing the services under this Agreement. · Such Compliance Support Services performed by BNY Mellon under this Agreement shall be at the request and direction of the Fund and/or its chief compliance officer (the “Fund’s CCO”), as applicable. BNY Mellon disclaims liability to the Fund, and the Fund is solely responsible, for the selection, qualifications and performance of the Fund’s CCO and the adequacy and effectiveness of the Fund’s compliance program.

  • Money Market Fund Compliance Testing and Reporting Services Subject to the authorization and direction of the Trust and, in each case where appropriate, the review and comment by the Trust’s independent accountants and legal counsel, and in accordance with procedures that may be established from time to time between the Trust and the Administrator, the Administrator will:

  • Quarterly Contractor Performance Reporting Customers shall complete a Contractor Performance Survey (Exhibit I) for each Contractor on a Quarterly basis. Customers will electronically submit the completed Contractor Performance Survey(s) to the Department Contract Manager no later than the due date indicated in Contract Exhibit D, Section 17, Additional Special Contract Conditions. The completed Contractor Performance Survey(s) will be used by the Department as a performance-reporting tool to measure the performance of Contractors. The Department reserves the right to modify the Contractor Performance Survey document and introduce additional performance-reporting tools as they are developed, including online tools (e.g. tools within MyFloridaMarketPlace or on the Department's website).

  • Performance Review Where a performance review of an employee’s performance is carried out, the employee shall be given sufficient opportunity after the interview to read and review the performance review. Provision shall be made on the performance review form for an employee to sign it. The form shall provide for the employee’s signature in two (2) places, one (1) indicating that the employee has read and accepts the performance review, and the other indicating that the employee disagrees with the performance review. The employee shall sign in only one (1) of the places provided. No employee may initiate a grievance regarding the contents of a performance review unless the signature indicates disagreement. An employee shall, upon request, receive a copy of this performance review at the time of signing. An employee’s performance review shall not be changed after an employee has signed it, without the knowledge of the employee, and any such changes shall be subject to the grievance procedure of this Agreement. The employee may respond, in writing, to the performance review. Such response will be attached to the performance review.

  • Performance Reviews The Employee will be provided with a written performance appraisal at least once per year and said appraisal will be reviewed at which time all aspects of the assessment can be fully discussed.

  • Performance Standards The Contractor agrees to perform all tasks and provide deliverables as set forth in the Contract. The Department and the Customer will be entitled at all times, upon request, to be advised as to the status of work being done by the Contractor and of the details thereof.

  • Performance of Daily Accounting Services In addition to the maintenance of the books and records specified above, Ultimus shall perform the following accounting services daily for each Fund, each in accordance with the Fund’s prospectus and statement of additional information: (i) Calculate the net asset value per share utilizing prices obtained from the sources described in subsection 1(b)(ii) below; (ii) Obtain security prices from independent pricing services, or if such quotes are unavailable, then obtain such prices from each Fund’s investment adviser or its designee, as approved by the Trust’s Board of Trustees (hereafter referred to as “Trustees”); (iii) Verify and reconcile with the Funds’ custodian all daily trade activity; (iv) Compute, as appropriate, each Fund’s net income and capital gains, dividend payables, dividend factors, yields, and weighted average portfolio maturity; (v) Review daily the net asset value calculation and dividend factor (if any) for each Fund prior to release to shareholders, check and confirm the net asset values and dividend factors for reasonableness and deviations, and distribute net asset values and yields to NASDAQ and such other entities as directed by the Fund; (vi) Determine unrealized appreciation and depreciation on securities held by the Funds; (vii) Amortize premiums and accrete discounts on securities purchased at a price other than face value, if requested by the Trust; (viii) Update fund accounting system to reflect rate changes, as received from a Fund’s investment adviser, on variable interest rate instruments; (ix) Post Fund transactions to appropriate categories; (x) Accrue expenses of each Fund; (xi) Determine the outstanding receivables and payables for all (1) security trades, (2) Fund share transactions and (3) income and expense accounts; (xii) Provide accounting reports in connection with the Trust’s regular annual audit and other audits and examinations by regulatory agencies; and (xiii) Provide such periodic reports as the parties shall reasonably agree upon.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!