Performance Reporting Services Clause Samples
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.
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...
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.
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 1 Transfer Agent is defined to be specific to transfer agent services provided to the Funds by FIS Fund Services. 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, and preparation of reports to the Client’s Board.
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.
Performance Reporting Services. ▇▇▇▇▇▇▇ 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.
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 1 Transfer Agent is defined to be specific to transfer agent services provided to the Funds by FIS Fund Services.
(d) Coordination with the print vendor for final printing of the annual and semi-annual reports; and
(e) Creation of templates, and preparation of reports to the Client’s Board.