Programming Charges Clause Samples
The Programming Charges clause defines the fees associated with the development, customization, or modification of software or systems as requested by the client. Typically, this clause outlines how such charges are calculated—whether on a fixed-fee, hourly, or per-project basis—and may specify when and how these charges are invoiced. Its core practical function is to ensure both parties have a clear understanding of the costs involved in programming work, thereby preventing disputes over billing and scope of work.
Programming Charges. Charges incurred for customized services based upon fund family requirements including but not limited to: · Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per Cusip · Select reports – shareholder system queries for customized reporting, mailings, etc. · File transmissions of client requested shareholder data file extracts · Conversion programming · Customized service development · Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family · All other client specific customization and/or development services
Programming Charges. Charges incurred for customized services based upon fund family requirements including but not limited to:
Programming Charges. ▪ __ /hour ▪ Charges incurred for customized services based upon fund family requirements including but not limited to: • Fund setup programming (transfer agent system, statements, options, etc.) • Conversion programming • Customized service development • Voice response system setup (menu selections, shareholder system integration, testing, etc.) • All other client specific customization and/or development services Outbound Calling & Marketing Campaigns - Cost based on project requirements.
Programming Charges. Billed at current rate, minimum $150 /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Outbound Calling & Marketing Campaigns – Cost based on project requirements. § On-site at USBFS - $1,500 /day § At client location - $2,500 /day plus travel and out-of-pocket expenses if required Cost Basis Reporting – Annual reporting of shareholder cost basis for non-fiduciary direct accounts based upon an average cost single category basis calculation. § $1.00 /direct open account per year
Programming Charges. Billed at current rate, minimum $150 /hour § Charges incurred for customized services based upon fund family requirements including but not limited to: - Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per CUSIP - Conversion programming - Customized service development - Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family - All other client specific customization and/or development services Outbound Calling & Marketing Campaigns – Cost based on project requirements.
Programming Charges. Charges incurred for customized services based upon fund family requirements including but not limited to: · Fund setup programming (transfer agent system, statements, options, etc.) – estimate 10 hours per Cusip · Select reports – shareholder system queries for customized reporting, mailings, etc. · File transmissions of client requested shareholder data file extracts · Conversion programming · Customized service development · Voice response system setup (menu selections, shareholder system integration, testing, etc.) – estimated at 3 hours per fund family · All other client specific customization and/or development services · Account Management – [OMITTED] (account management, lead reporting and database administration). · Order Processing - [OMITTED]per order (Assessed for each order shipped by US Bancorp Fund Services.) · Telephone Service Charge - [OMITTED]per call · Account Management - [OMITTED] · Call Servicing - [OMITTED] · Account Management – [OMITTED] · Database Installation, Setup –[OMITTED] · Specialized Programming - (Separate Quote)* · Account Management – [OMITTED] · Installation, Setup - [OMITTED] · Per Literature Order – [OMITTED]