Client Checklist definition

Client Checklist means the Checklist in Schedule 1 which forms a binding part of this Agreement.
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Examples of Client Checklist in a sentence

  • The Preparer should make a note in the Preparer’s Notes section of the Client Checklist, and not update the Revenue section without approval.

  • There is a Payroll withholding that the payroll company is not paying for directly.In any of these cases, if the balance is not zero at the end of the month, we need to investigate why.For #1: Make a Preparer’s Note that this is a common occurrence, and the Manager will update the Client Checklist.

  • The Client Checklist will say:The Client sends the statement to us via a shared Dropbox folder named: (Client Name) – Streamline.

  • The Client Checklist will explain the frequency of Sales Tax Payments.

  • If we do not have the Bank website login, the Client Checklist has instructions how to get the CC statement.

  • If the Client has not submitted an Inventory count to us, make a note in the Preparer's Notes section on the Client Checklist, so the Manager is prompted to ask the Client.

  • If this is the case, the Client Checklist will contain a corresponding note explaining this situation.

  • If there is no information about the mortgage on the Client Checklist, make a note in the Preparer’s Notes section to notify the Manager.

  • Upon entry into the program, a care coordinator will complete and monitor the Client Checklist to ensure each patient receives the appropriate items outlined in the Client Checklist.

  • To address this question, it is useful to distinguish capital gains/losses on domestic assets and on net external wealth (Table 6).

Related to Client Checklist

  • Document Checklist means an electronic or hard copy list delivered by the Borrower (or by the Collateral Manager on behalf of the Borrower) to the Agent and the Collateral Custodian that identifies each of the documents contained in each Collateral Obligation File and whether such document is an original or a copy and whether a hard copy or electronic copy will be delivered to the Collateral Custodian related to a Collateral Obligation and includes the name of the Obligor with respect to such Collateral Obligation, in each case as of the related Funding Date.

  • Loan Checklist means a list delivered to the Custodian in connection with delivery of a Loan to the Custodian that identifies the items contained in the related Loan File.

  • Closing Checklist means the schedule, including all appendices, exhibits or schedules thereto, listing certain documents and information to be delivered in connection with the Agreement, the other Loan Documents and the transactions contemplated thereunder, substantially in the form attached hereto as Annex D.

  • Personnel file means, for the purposes of Part III (8VAC20-90-60 et seq.), any and all memoranda, entries or other documents included in the teacher's file as maintained in the central school administration office or in any file regarding the teacher maintained within a school in which the teacher serves.

  • ATTACHMENT C STANDARD STATE PROVISIONS FOR CONTRACTS AND GRANTS REVISED DECEMBER 15, 2017

  • Deliverables means the work product and other output of the Services required to be delivered by Contractor as part of the Services, as specified in the relevant section of the Contract.

  • First-tier Subcontractor means any Subcontractor that has a contract with the General Contractor.

  • Customer Support means the services by which 21Vianet may provide assistance to Customer to resolve issues with the Services.

  • Customer Specific Training means a private Course organized on demand specifically for Customer.

  • Contract Monitor means the Department employee identified in Section 1.6 of the IFB as the Contract Monitor.

  • Customer Agreement means a written agreement entered into between Provider and any Customer pursuant to which a Customer orders BPO Services from Provider.

  • Summary Subcontract Report (SSR) Coordinator, as used in this clause, means the individual at the department or agency level who is registered in eSRS and is responsible for acknowledging or rejecting SSRs in eSRS for the department or agency.

  • Compliance schedule means a schedule of events, by date, which will result in compliance with these regulations.

  • Peer support specialist means an individual who has experienced a severe and persistent mental illness and who has successfully completed standardized training to provide peer support services through the medical assistance program or the Iowa Behavioral Health Care Plan.

  • Customer Service Agreement shall have the meaning as defined in the Master Agreement. “ Customer User” means an employee of Customer, a Customer Affiliate or Business Partner.

  • Specification Schedule means the Schedule containing details of the Specification.

  • Servicing Criteria means the “servicing criteria” set forth in Item 1122(d) of Regulation AB.

  • Customer Site means the site owned or leased by the Customer or any other site used to provide the Service, which is directly connected to a PoP managed by Liquid Telecom, as set out in the COF;

  • Attachment point means a point on the network at which network assets are connected to assets owned by another person.

  • Customer Proprietary Network Information (“CPNI”) is as defined in the Act.

  • Home inspection report means a written report that is

  • First-tier subcontract means a subcontract awarded directly by the Contractor for the purpose of acquiring supplies or services (including construction) for performance of a prime contract. It does not include the Contractor’s supplier agreements with vendors, such as long-term arrangements for materials or supplies that benefit multiple contracts and/or the costs of which are normally applied to a Contractor’s general and administrative expenses or indirect costs.

  • Data File means a single record or collection of data records that are logically related to each other, and are handled as a unit;

  • Information Package means the most recent compilation of financial and other data with respect to the Failed Bank, including any amendments or supplements thereto, provided to the Assuming Institution by the Corporation on the web site used by the Corporation to market the Failed Bank to potential acquirers.

  • Project Management Report means each report prepared in accordance with Section 4.02 of this Agreement;