Review Guidelines Clause Samples
The Review Guidelines clause establishes the standards and procedures for evaluating work, deliverables, or performance under an agreement. It typically outlines the criteria reviewers must use, the process for submitting and responding to feedback, and any timelines for conducting reviews. By providing a clear framework for assessment, this clause helps ensure consistency, fairness, and transparency in the review process, reducing misunderstandings and disputes between parties.
Review Guidelines. The monthly Frequent Trading Reports are delivered to the Process Owner, ▇▇▇▇▇▇ ▇▇▇▇▇▇, who reviews them and determines what action, if any, needs to be taken. The Process Owner will also review the Frequent Trades Monitoring Log to see if any participants have previously been reported. The Process Owner then contacts the appropriate Team Leaders and Account Managers who will initiate the required communication with the Plan Administrator and/or participant. Here are some evaluation guidelines: • No action is necessary if all transactions are buys (contributions). • No action is necessary if all transactions are sells (distributions). • One transfer out is permitted upon fund termination (whether initiated by SIC or the client). • Automatic Rebalancer transactions are included, if $5,000 or greater. • No action is necessary if an offending trade occurred shortly after a warning was sent to a participant (allowing a reasonable time for mailing). • Participants will be allowed to make one final trade after they have been sent a warning (so they can get their money into the desired funds for long-term investing). • See the separate document that provides examples of what is and is not excessive trading. As part of this review, it will be helpful to look at each participant’s activity history on Personal Savings Center (Account > Activity > Transfers), or in Omni. If it is confirmed that a participant has violated our Frequent Trading Policy, one of the following actions must be taken:
Review Guidelines. All residential properties which are subject to the Unified Declaration shall also be subject to a set of unified architectural design guidelines (“Unified ARC Guidelines”), which the Parties shall enact prior to the merger date in accordance with the following procedure: No later than November 1, 2016, the Parties shall form a committee (“Unified ARC Guidelines Committee”) of one member designated by BHA, one member designated by Stage II and one member designated by Bald Head Island, LLC, successor-in-interest to the developer. The Unified ARC Guidelines Committee shall be charged with developing by July 1, 2017, a draft set of Unified ARC Guidelines. These Unified ARC Guidelines shall be presented to the Boards of BHA and Stage II for adoption, subject to public hearings and subsequent ratification by August 1, 2017. Thereafter, BHA shall publish the Unified ARC Guidelines and schedule public hearings for input no later than September 15, 2017. Following public hearings final guidelines shall be presented to the BHA Board and the Stage II Board for ratification and publication by October 31, 2017. The Unified ARC Guidelines shall be the Unified ARC Guidelines of the Surviving Corporation and take effect on January 1, 2018. Notwithstanding the foregoing, the Surviving Corporation will have sole authority to amend the Unified ARC Guidelines post-Merger as permitted by the Surviving Corporation’s governing documents.
Review Guidelines. The City acknowledges that Owner, Developer, or a Subsequent Developer, as applicable, shall impose an internal set of architectural guidelines against the Property and shall establish an architectural review board for the Property, which guidelines shall be imposed against the Property prior to the first Master Plan submittal. These architectural guidelines and review procedures must meet the minimum guidelines and standards set forth in the MZDO for architectural review. All Development for the Property must receive approval from the Owner, Developer, or a Subsequent Developer, as applicable, prior to issuance of a development permit by the City.
Review Guidelines. All reviews must adhere to our community guidelines, which prohibit the use of offensive language, false claims, or inappropriate content. Any reviews found to violate these guidelines will be reviewed and may be subject to removal.
Review Guidelines. The City acknowledges that the Developer and Subsequent Developers have or will have an internal set of architectural guidelines and will employ an architectural review board, which are to be adopted as provided in the PDD by the first Master Plan submittal. These architectural guidelines and review procedures must meet the minimum guidelines and standards set forth in the MZDO for architectural review.
