Portfolio Review. Under the state-approved portfolio option of the “HOUSSE” benchmark of the U.S. Dept. of Education’s “Highly Qualified” flowchart – or the most recent version thereof – a member may demonstrate “Highly Qualified” status by means of a portfolio detailing his/her training and experience. The format, criteria, and assessment instrument, for such portfolio shall be the same as the most recent version recommended by the Michigan Dept. of Education. Said portfolio shall be submitted to Human Resources, which will forward it to the District ESEA Advisory Council. For the purpose of portfolio review and approval, only those members of the DEAC who are employees of the District shall serve as the portfolio review committee. Approval of a portfolio shall be based on agreement of a majority of said members. Upon approval of a portfolio, Human Resources will notify the appropriate state agency of the member’s “Highly Qualified” status.
Portfolio Review. The Agent shall have received the results of the most recent review required to be made by the Independent Accountants pursuant to Section
Portfolio Review. We will review your portfolio to ensure this remains aligned with your ongoing objectives. Where necessary, we will realign your portfolio and recommend any fund switches. Review of income requirements – We will regularly review your income needs and suggest the most tax efficient way to meet them. Update of CashFlow Forecast – A review of your cashflow analysis that demonstrates your future financial situation against your objectives. Estate Planning Analysis – Review your financial situation and highlight any potential inheritance tax liability. Protection Planning Our advised protection planning services are suitable if you are looking for the best way to protect yourself, your family or your business through products such as critical illness cover, health insurance and life cover. You can pay for our advised protection services by:
Portfolio Review. During the [*] period immediately prior to the last day of the Research Program Term (where either no extensions remain or Merck has not elected to extend the Research Program Term), Merck shall have the right to review with NGM the Collaboration Compounds then identified, and their associated Collaboration Targets, and determine if there are Collaboration Compounds for which Merck desires NGM to continue to conduct research and development, including, where successful, through POC (the “Tail Compounds/Targets”) over the ensuing three (3) years immediately following the final year of the Research Program Term (each, a “Tail Year”). Merck shall have the right to require NGM to conduct such additional research and development of such Tail Compounds/Targets, subject to the limits set forth in Section 4.4.2. Notwithstanding the foregoing, Merck may terminate the Tail Period or any particular Tail Year upon [*] written notice to NGM, in which case NGM shall be responsible, at Merck’s expense, upon Merck’s election in writing, for transitioning any Clinical Studies then-being conducted to Merck or its designee, in which event the terms and conditions (including each Party’s rights and obligations) of Sections 13.6.2(d) through (i), inclusive, shall apply to all such Tail Compounds, mutatis mutandis, subject only to transfers and the like being provided by NGM to Merck (and not by Merck to NGM), or, where Merck does not so elect to have transitioned to it any such Clinical Studies, NGM shall be responsible for an orderly wind-down, in accordance with accepted pharmaceutical industry norms and ethical practices, of any such Clinical Studies or continuing any such Clinical Studies, at its own expense, and the applicable Collaboration Compounds shall become Non-Qualifying Compounds. Where Merck assumes the conduct of such Clinical Studies but terminates Development of the applicable Collaboration Compounds prior to completion of the first POC Trial, such Collaboration Compounds shall become Non-Qualifying Compounds. Where Merck assumes the conduct of such Clinical Studies, upon completion of the first POC Trial with respect to any Tail Compound, the Merck Option would remain in effect and be exercisable as set forth in Article 5, as though NGM had conducted such POC Trial, except that no Data Package shall be due from NGM with respect to such POC Trial, and Merck shall be required to exercise the Merck Option in the same timeframe as provided in Section 5.3.1, with ...
Portfolio Review. The Administrative/Collateral Agent shall have received the results of the most recent review required to be made by the Independent Accountants pursuant to Section 8.7, which review shall contain no exceptions unacceptable to the Required Lenders in their reasonable discretion, any finding of unacceptability to be evidenced by written notice by the Required Lenders to the Administrative/Collateral Agent;
Portfolio Review. Income Monitoring. Portfolio Review – Income Monitoring allows Company to monitor a portfolio of Consumer accounts. At least once during each twelve (12) month period that Company receives the service, Company must submit a portfolio of Consumer accounts to EVS and EVS will return initial matches from The Work Number® database for the submitted Consumers to establish an information baseline consisting of the data elements described below (“Baseline File”). Once the Baseline File has been processed, Company may choose to monitor the employment status and rate of pay for each Consumer in the Baseline File. Company may choose the date(s) in which it receives such monitoring by completing The Work Number Portfolio Review Configuration Checklist and submitting it to EVS in writing prior to implementation. EVS will return to Company changes to the employment status and rate of pay fields for each account in the Company’s portfolio as appropriate. Company may add new accounts or retire existing accounts from Company’s portfolio by submitting a file in the required format, and as to each new account added, EVS will provide an information baseline and monitoring thereafter. EVS will perform this monitoring service for a period of up to twelve (12) months from receipt of the portfolio. Company must then submit a new portfolio of Consumer accounts for each additional twelve (12) month period it wishes to monitor. The Portfolio Review – Income Service, provided in a batch-only delivery mode, includes where available, the Consumer’s (i) name,
Portfolio Review. The Commission will review the portfolio and its performance on a quarterly basis. The investment advisor will provide statements to the Commission at a minimum of quarterly and preferably monthly. The investment advisor will meet with the Commission semi-annually or more frequently at the Commission’s discretion.
Portfolio Review. The Lender shall have completed an onsite review of the loan portfolios of SCB and UBC and shall be satisfied with such loan portfolios in its sole discretion.
Portfolio Review. Borrowers hereby engage Agent to review Borrowers' existing consumer timeshare receivables portfolio to determine whether and on what terms a securitization of the portfolio can be accomplished. The Agent will also assess the potential economics to Borrowers of collapsing and reissuing Borrowers' previous on-balance sheet and/or off-balance sheet securitizations together with the unsecuritized portfolio. The Agent will provide to Borrowers' rating agency and bond insurer feedback and analysis regarding the portfolio and determine possible structures to optimize proceeds from a potential
Portfolio Review. Quarterly summary and detail on the Client's holdings will be provided. This report will include market values, overall quality ratings, portfolio yield and a summary review of market conditions and portfolio strategy.
