{"component": "clause", "props": {"groups": [{"size": 11, "snippet_links": [{"key": "make-available", "type": "definition", "offset": [18, 32]}, {"key": "as-agreed", "type": "clause", "offset": [59, 68]}, {"key": "the-customer", "type": "clause", "offset": [74, 86]}], "snippet": "\u2587.\u2587. \u2587\u2587\u2587\u2587\u2587\u2587 shall make available a standard set of reports as agreed with the Customer.", "samples": [{"hash": "2EirXFbsvVI", "uri": "/contracts/2EirXFbsvVI#standard-reporting", "label": "Fund Sub Services Agreement (Eq Advisors Trust)", "score": 32.7289543152, "published": true}, {"hash": "833oruqW9Lo", "uri": "/contracts/833oruqW9Lo#standard-reporting", "label": "Fund Accounting Services Agreement", "score": 29.3408622742, "published": true}, {"hash": "crrlceeSZnK", "uri": "/contracts/crrlceeSZnK#standard-reporting", "label": "Fund Services Agreement (Aberdeen Funds)", "score": 26.7850780487, "published": true}], "hash": "17a137ae134afc2616d3ceef631b3d65", "id": 1}, {"size": 8, "snippet_links": [{"key": "the-non", "type": "clause", "offset": [0, 7]}, {"key": "handling-procedures", "type": "clause", "offset": [59, 78]}, {"key": "consistent-with", "type": "definition", "offset": [88, 103]}, {"key": "incident-and-breach-notification", "type": "clause", "offset": [109, 141]}, {"key": "written-policies-and-procedures", "type": "clause", "offset": [204, 235]}, {"key": "designated-privacy-official", "type": "definition", "offset": [311, 338]}, {"key": "if-applicable", "type": "clause", "offset": [340, 353]}, {"key": "other-personnel", "type": "definition", "offset": [371, 386]}, {"key": "responsible-for", "type": "clause", "offset": [416, 431]}, {"key": "incidents-and-breaches", "type": "clause", "offset": [572, 594]}, {"key": "information-regarding", "type": "clause", "offset": [617, 638]}, {"key": "the-hub", "type": "clause", "offset": [709, 716]}, {"key": "breach-of", "type": "clause", "offset": [786, 795]}, {"key": "the-cms", "type": "clause", "offset": [803, 810]}, {"key": "service-desk", "type": "definition", "offset": [814, 826]}, {"key": "by-telephone", "type": "definition", "offset": [827, 839]}, {"key": "email-notification", "type": "clause", "offset": [883, 901]}, {"key": "time-frames", "type": "definition", "offset": [953, 964]}], "snippet": "The Non-Exchange Entity must implement Breach and Incident handling procedures that are consistent with CMS\u2019 Incident and Breach Notification Procedures1 and memorialized in the Non-Exchange Entity\u2019s own written policies and procedures. Such policies and procedures would:\ni. Identify the Non-Exchange Entity\u2019s Designated Privacy Official, if applicable, and/or identify other personnel authorized to access PII and responsible for reporting and managing Incidents or Breaches to CMS.\nii. Provide details regarding the identification, response, recovery, and follow-up of Incidents and Breaches, which should include information regarding the potential need for CMS to immediately suspend or revoke access to the Hub for containment purposes; and\niii. Require reporting any Incident or Breach of PII to the CMS IT Service Desk by telephone at (\u2587\u2587\u2587) \u2587\u2587\u2587-\u2587\u2587\u2587\u2587 or \u2587-\u2587\u2587\u2587-\u2587\u2587\u2587-\u2587\u2587\u2587\u2587 or via email notification at \u2587\u2587\u2587_\u2587\u2587_\u2587\u2587\u2587\u2587\u2587\u2587\u2587_\u2587\u2587\u2587\u2587@\u2587\u2587\u2587.\u2587\u2587\u2587.\u2587\u2587\u2587 within required time frames.", "samples": [{"hash": "20HA3d4yYTL", "uri": "/contracts/20HA3d4yYTL#standard-reporting", "label": "Service Agreement", "score": 23.7200546265, "published": true}, {"hash": "hoIut0LCDvg", "uri": "/contracts/hoIut0LCDvg#standard-reporting", "label": "Contractor Agreement", "score": 23.4120464325, "published": true}, {"hash": "cnXUXRPf6ij", "uri": "/contracts/cnXUXRPf6ij#standard-reporting", "label": "Contractor Agreement", "score": 23.3545513153, "published": true}], "hash": "811996bc7b42a5f3fea68c4e95db2649", "id": 2}, {"size": 3, "snippet_links": [{"key": "make-available", "type": "definition", "offset": [18, 32]}, {"key": "by-internet", "type": "definition", "offset": [44, 55]}, {"key": "to-customer", "type": "clause", "offset": [57, 68]}, {"key": "as-agreed", "type": "clause", "offset": [96, 105]}, {"key": "the-customer", "type": "clause", "offset": [111, 123]}, {"key": "in-connection-with", "type": "clause", "offset": [172, 190]}, {"key": "quarterly-board-meetings", "type": "clause", "offset": [199, 223]}, {"key": "annual-audit", "type": "definition", "offset": [228, 240]}], "snippet": "\u2587.\u2587. \u2587\u2587\u2587\u2587\u2587\u2587 shall make available, including by internet, to Customer, a standard set of reports as agreed with the Customer, including all reports necessary or appropriate in connection with Trust\u2019s quarterly Board meetings and annual audit.", "samples": [{"hash": "a9SG1vESCQ1", "uri": "/contracts/a9SG1vESCQ1#standard-reporting", "label": "Etf Fund Servicing Agreement (FlexShares Trust)", "score": 22.7932929993, "published": true}, {"hash": "iV28L47ZVaH", "uri": "/contracts/iV28L47ZVaH#standard-reporting", "label": "Etf Fund Servicing Agreement (FlexShares Trust)", "score": 22.667350769, "published": true}], "hash": "f90ab9c89d18f0ee05c1e0ff7775baa2", "id": 3}, {"size": 3, "snippet_links": [{"key": "to-provide", "type": "clause", "offset": [11, 21]}, {"key": "standard-reports", "type": "clause", "offset": [60, 76]}, {"key": "exhibit-ii", "type": "definition", "offset": [91, 101]}, {"key": "additional-reports", "type": "definition", "offset": [181, 199]}, {"key": "to-the-extent", "type": "clause", "offset": [233, 246]}, {"key": "comply-with", "type": "clause", "offset": [255, 266]}, {"key": "reasonable-effort", "type": "definition", "offset": [285, 302]}, {"key": "additional-charge", "type": "clause", "offset": [340, 357]}, {"key": "time-and-expense", "type": "clause", "offset": [373, 389]}, {"key": "mutually-agreed", "type": "clause", "offset": [396, 411]}, {"key": "by-the-parties", "type": "clause", "offset": [417, 431]}], "snippet": "EBI agrees to provide Client with EBI's ------------------- standard reports identified in Exhibit II-C attached hereto and incorporated herein. Client may request that EBI provide additional reports or a different formatted report. To the extent EBI can comply with such request with reasonable effort, EBI shall supply such reports at an additional charge based upon the time and expense to be mutually agreed upon by the parties.", "samples": [{"hash": "a9YkS1mjkYm", "uri": "/contracts/a9YkS1mjkYm#standard-reporting", "label": "Master Services Agreement (Yp Net Inc)", "score": 18.0, "published": true}, {"hash": "3U138GX0uRx", "uri": "/contracts/3U138GX0uRx#standard-reporting", "label": "Master Services Agreement (Yp Net Inc)", "score": 18.0, "published": true}], "hash": "b0a78aa073b9fe5efa6e2da03af71a2a", "id": 4}, {"size": 3, "snippet_links": [{"key": "standard-reports", "type": "clause", "offset": [49, 65]}, {"key": "to-lender", "type": "clause", "offset": [68, 77]}, {"key": "time-periods", "type": "definition", "offset": [89, 101]}, {"key": "as-directed", "type": "definition", "offset": [123, 134]}, {"key": "financial-data", "type": "definition", "offset": [206, 220]}, {"key": "days-after", "type": "definition", 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"in-all-material-respects", "type": "definition", "offset": [982, 1006]}, {"key": "in-accordance-with", "type": "clause", "offset": [1008, 1026]}, {"key": "copies-of", "type": "definition", "offset": [1100, 1109]}, {"key": "consolidated-and-consolidating", "type": "clause", "offset": [1120, 1150]}, {"key": "quarterly-financial-statements", "type": "definition", "offset": [1151, 1181]}, {"key": "company-in", "type": "clause", "offset": [1221, 1231]}, {"key": "subject-to", "type": "definition", "offset": [1321, 1331]}, {"key": "normal-year", "type": "definition", "offset": [1332, 1343]}, {"key": "applicable-quarter", "type": "definition", "offset": [1397, 1415]}, {"key": "consolidating-financial-statements", "type": "clause", "offset": [1467, 1501]}, {"key": "applicable-month", "type": "definition", "offset": [1720, 1736]}, {"key": "tax-returns", "type": "definition", "offset": [1752, 1763]}, {"key": "applicable-taxing-authority", "type": "definition", "offset": [1798, 1825]}, {"key": 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"type": "clause", "offset": [2493, 2503]}], "snippet": "Company must deliver the following reports (the \u201cStandard Reports\u201d) to Lender within the time periods specified below:\n(i) As directed by L\u2587\u2587\u2587\u2587\u2587, Company must either (A) complete and submit L\u2587\u2587\u2587\u2587\u2587\u2019s online financial data questionnaire (each, a \u201cMonthly Questionnaire\u201d) within 15 days after the end of each month, which fully and accurately reports the information requested by L\u2587\u2587\u2587\u2587\u2587 about the most recently completed month or if requested by L\u2587\u2587\u2587\u2587\u2587, (B) provide automated online access (read only) to a third-party online accounting software system designated by Lender enabling Lender to view Company\u2019s accounts receivable, accounts payable, profit and loss, balance sheet, and other financial information;\n(ii) Company\u2019s annual consolidated financial statements (balance sheet, cash flow statement and income statement), detailed on a monthly basis, which will be audited by a third party accounting firm reasonably acceptable to Lender (the \u201cFinancial Statements\u201d) and prepared in all Material respects, in accordance with GAAP, within 90 days after the end of each fiscal year of Company;\n(iii) Copies of Company\u2019s consolidated and consolidating quarterly Financial Statements for the periods requested, prepared by Company in all Material respects, in accordance with GAAP, except for the omission of footnotes and subject to normal year-end adjustments, within 30 days after the end of the applicable quarter;\n(iv) Copies of Company\u2019s monthly consolidated and consolidating Financial Statements as of the end of such month, prepared by Company, in all Material respects, in accordance with GAAP, except for the omission of footnotes and subject to normal year-end adjustments, within 30 days after the end of the applicable month;\n(v) Company\u2019s tax returns within 10 days of filing with the applicable taxing authority;\n(vi) Aged accounts receivable and accounts payable reports and inventory reports, in each case, on a quarterly basis within 30 days after the end of the applicable quarter;\n(vii) Company\u2019s operating budget (including balance sheet, cash flow statement and income statement), detailed on a monthly basis, and which shall include a separate capital expenditure budget and forecast at least 30 days before the end of the Company\u2019s then current fiscal year;\n(viii) Copies of any Material notices to or from any other lender to Company promptly after Company\u2019s receipt or delivery thereof; and\n(ix) Lender\u2019s annual compliance survey within 30 days after Company receives the survey from Lender.", "samples": [{"hash": "i3A3qFkZURf", "uri": "/contracts/i3A3qFkZURf#standard-reporting", "label": "Revenue Loan and Security Agreement (Isun, Inc.)", "score": 34.9466133118, "published": true}], "hash": 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{"key": "on-a-quarterly-basis", "type": "definition", "offset": [932, 952]}, {"key": "by-company", "type": "clause", "offset": [1037, 1047]}, {"key": "accounting-firm", "type": "clause", "offset": [1050, 1065]}, {"key": "in-all-material-respects", "type": "definition", "offset": [1109, 1133]}, {"key": "in-accordance-with", "type": "clause", "offset": [1135, 1153]}, {"key": "fiscal-year", "type": "definition", "offset": [1197, 1208]}, {"key": "copies-of", "type": "definition", "offset": [1227, 1236]}, {"key": "company-entity", "type": "definition", "offset": [1241, 1255]}, {"key": "monthly-financial-statements", "type": "clause", "offset": [1258, 1286]}, {"key": "in-the-ordinary-course-of-business", "type": "definition", "offset": [1296, 1330]}, {"key": "subject-to", "type": "definition", "offset": [1461, 1471]}, {"key": "normal-year", "type": "definition", "offset": [1472, 1483]}, {"key": "tax-returns", "type": "definition", "offset": [1516, 1527]}, {"key": "applicable-taxing-authority", "type": "definition", "offset": [1562, 1589]}, {"key": "compliance-survey", "type": "definition", "offset": [1611, 1628]}, {"key": "the-survey", "type": "clause", "offset": [1667, 1677]}], "snippet": "Company must deliver the following reports (the \u201cStandard Reports\u201d) to Lender within the time periods specified below:\n(i) As directed by L\u2587\u2587\u2587\u2587\u2587, Company must either (A) complete and submit L\u2587\u2587\u2587\u2587\u2587\u2019s online financial data questionnaire (each, a \u201cMonthly Questionnaire\u201d) within 45 days after the end of each quarter for the three (3) months ended in the most recent quarter, which fully and accurately reports the information requested by Lender about the most recently completed quarter or (B) provide automated online access (read only) to its QuickBooks or other accounting software system through a third-party service provider acceptable to Lender (such as C\u2587\u2587\u2587\u2587.\u2587\u2587) enabling Lender to view Company\u2019s accounts receivable, accounts payable, profit and loss, balance sheet, and other financial information;\n(ii) Company\u2019s annual consolidated financial statements (balance sheet, cash flow statement and income statement), detailed on a quarterly basis, which will be reviewed (or audited if Company has its financial statements audited by Company\u2019s accounting firm) (the \u201cFinancial Statements\u201d) and prepared in all Material respects, in accordance with GAAP, within 90 days after the end of each fiscal year of Company;\n(iii) Copies of any Company Entity\u2019s monthly Financial Statements prepared in the ordinary course of business as of the end of such month prepared, in all Material respects, in accordance with GAAP, except for the omission of footnotes and subject to normal year-end adjustments;\n(iv) Company\u2019s tax returns within 10 days of filing with the applicable taxing authority;\n(v) Lender\u2019s annual compliance survey within 30 days after Company receives the survey from Lender.", "samples": [{"hash": "jPprUkZC4Pw", "uri": "/contracts/jPprUkZC4Pw#standard-reporting", "label": "Revenue Loan and Security Agreement (INVO Bioscience, Inc.)", "score": 34.7577018738, "published": true}], "hash": "0e2575699e3d23c8bdad8b8d9939803f", "id": 7}, {"size": 2, "snippet_links": [{"key": "make-available", "type": "definition", "offset": [18, 32]}, {"key": "as-agreed", "type": "clause", "offset": [59, 68]}, {"key": "the-trust", "type": "clause", "offset": [74, 83]}], "snippet": "\u2587.\u2587. \u2587\u2587\u2587\u2587\u2587\u2587 shall make available a standard set of reports as agreed with the Trust.", "samples": [{"hash": "3ChTpDb9sse", "uri": "/contracts/3ChTpDb9sse#standard-reporting", "label": "Etf Fund Serv Agreement (ETFS Collateralized Commodities Trust)", "score": 22.6262836456, "published": true}], "hash": "b2ee4df788a56ace5481b0913fe0e7cc", "id": 8}, {"size": 1, "snippet_links": [{"key": "make-available", "type": "definition", "offset": [18, 32]}, {"key": "as-agreed", "type": "clause", "offset": [59, 68]}, {"key": "the-trust", "type": "clause", "offset": [74, 83]}, {"key": "fund-services-agreement", "type": "definition", "offset": [85, 108]}], "snippet": "J.\u2587. \u2587\u2587\u2587\u2587\u2587\u2587 shall make available a standard set of reports as agreed with the Trust. 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All standard cyclesamples shall be analyzed and a completed written analytical report delivered within ninety calendar days after receipt of the sample by the Contractor. Verification of receipt or the delivery date of a sample report will be in accordance with Task D- Reporting and Task E- Invoicing and Payment Reduction. The IDEM, at its sole discretion, may grant additional time for the generation of hard copies of analytical reports. The request for an extension must be in writing and approved in writing by IDEM. IDEM reserves the right to require an expedited processing period for samples to be analyzed and verbally reportable; expedited processing period is defined as within thirty (30) days after receipt of samples by the Contractor. The Contractor will be given an additional five (5) calendar days to submit the written report for thirty (30) days turnaround samples.", "samples": [{"hash": "3BPRbcEbqT", "uri": "/contracts/3BPRbcEbqT#standard-reporting", "label": "Professional Services Contract", "score": 30.8239555359, "published": true}], "hash": "3c38b2b55c3a49ea01b54b7b8244150d", "id": 10}], "next_curs": "ClsSVWoVc35sYXdpbnNpZGVyY29udHJhY3RzcjcLEhZDbGF1c2VTbmlwcGV0R3JvdXBfdjU2IhtzdGFuZGFyZC1yZXBvcnRpbmcjMDAwMDAwMGEMogECZW4YACAA", "clause": {"children": [["", ""], ["information-requests", "Information Requests"], ["advanced-reporting-module", "Advanced Reporting Module"], ["service-desk", "Service Desk"], ["fault-resolution", "Fault Resolution"]], "parents": [["miscellaneous", "Miscellaneous"], ["accountability", "Accountability"], ["no-third-party-beneficiaries", "No Third Party Beneficiaries"], ["affirmative-covenants", "AFFIRMATIVE COVENANTS"], ["financial-information-reporting", "Financial Information Reporting"]], "size": 47, "title": "Standard Reporting", "id": "standard-reporting", "related": [["required-reporting", "Required Reporting", "Required Reporting"], ["monitoring-and-reporting", "Monitoring and Reporting", "Monitoring and Reporting"], ["safeguards-monitoring-and-reporting", "Safeguards Monitoring and Reporting", "Safeguards Monitoring and Reporting"], ["information-and-reporting", "Information and Reporting", "Information and Reporting"], ["accounting-and-reporting", "Accounting and Reporting", "Accounting and Reporting"]], "related_snippets": [], "updated": "2026-05-22T04:28:58+00:00"}, "json": true, "cursor": ""}}