№ lp_2_3_39180
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This document provides a detailed set of recommendations for General Partners (GPs) on disclosing key information about NAV-based facilities to Limited Partners (LPs), including rationale, terms, conflicts, and associated risks.
Year:
2021
Region / City:
Global
Topic:
NAV-based facilities, fund finance
Document type:
Guidelines, Recommendations
Organization:
ILPA (Institutional Limited Partners Association)
Author:
ILPA
Target audience:
General Partners, Limited Partners
Effective period:
Not specified
Approval date:
Not specified
Modification date:
Not specified
Price: 8 / 10 USD
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The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2024
Region / City:
United Kingdom
Theme:
Banking, Financial Regulation
Document Type:
Regulatory Disclosure
Authority:
Prudential Regulation Authority (PRA), Financial Conduct Authority (FCA)
Author:
Cambridge & Counties Bank Limited
Target Audience:
Regulators, Financial Institutions, Stakeholders
Period of Validity:
Annual
Approval Date:
27 March 2025
Amendment Date:
N/A
Year:
2019
Region / City:
Milwaukee, WI, USA
Subject:
Open Source Software Components
Document Type:
Disclosure
Author:
Johnson Controls, Inc.
Target Audience:
Customers
Period of Validity:
Not specified
Approval Date:
2019-10-23
Modification Date:
Not specified
Year:
2021
Region / City:
United States
Topic:
Health care, Affordable Care Act
Document type:
Regulatory Statement
Agency/Organization:
Internal Revenue Service (IRS)
Author:
Internal Revenue Service
Target Audience:
Health plan administrators, insurers, regulatory professionals
Effective Period:
Ongoing
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
201Y
Note:
Region / City
Topic:
Remuneration reporting
Document Type:
Guidance note
Year:
Not specified
Region / City:
Not specified
Theme:
Child support enforcement, Federal Tax Information disclosure
Document type:
Policy guidelines
Organization / Institution:
Not specified
Author:
Not specified
Target Audience:
Agencies involved in child support enforcement, legal representatives, and contractors
Period of validity:
Not specified
Approval date:
Not specified
Modification date:
Not specified
Year:
2013
Region / City:
UK
Theme:
Employment, Disclosure, Risk Assessment
Document Type:
Procedure
Organization / Institution:
NHS
Author:
Not specified
Target Audience:
Line Managers, Recruiting Managers
Period of validity:
Ongoing
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2022
Region / City:
Denver
Topic:
Discrimination and Harassment Policy
Document Type:
University Policy
Institution:
University of Denver
Author:
Office of Equal Opportunity & Title IX, Student Affairs & Inclusive Excellence, Human Resources & Inclusive Community
Target Audience:
University Employees, Students
Period of Validity:
Ongoing
Approval Date:
8/15/2022
Amendment Date:
None
Year:
2026
Type of document:
Federal grant disclosure form
Target agency:
U.S. Federal Research Agencies
Audience:
Applicants and recipients of SBIR/STTR awards
Purpose:
Reporting foreign affiliations, relationships, or financial interests
Covered entities:
Owners, officers, principal investigators, and covered individuals
Jurisdiction:
United States
Related legislation:
18 U.S.C. §1001, False Claims Act (31 U.S.C. §3729 et seq.), Program Fraud Civil Remedies Act (31 U.S.C. §3801 et seq.)
Confidentiality:
Responses may contain privileged or confidential trade secrets or financial information
Year:
2023
Region / City:
Navi Mumbai, Maharashtra
Subject:
Higher Education / Management Studies
Document Type:
Disclosure
Institution / Organization:
Bharati Vidyapeeth
Author:
Not specified
Target Audience:
Students, Faculty, Administrative Staff
Effective Period:
Not specified
Approval Date:
Not specified
Amendment Date:
Not specified
Note:
Year
Topic:
Financial Disclosures, State Contracts
Document Type:
Certification Form
Organization / Institution:
State of Illinois
Author:
Illinois Procurement Code
Target Audience:
Vendors, Parent Entities, Subcontractors
Effective Period:
Ongoing
Year:
2022
Region / City:
Victoria, Australia
Type of document:
Financial reporting directive
Issuing body:
Victorian Public Sector Commission (VPSC)
Applicable entities:
Departments and public bodies under the Financial Management Act 1994
Effective date:
1 April 2022
Reporting period:
Periods commencing on or after 1 July 2016
Definitions included:
Accountable officer, Executive officer, Responsible person, Remuneration, Remuneration categories
Related pronouncements:
AASB 119, AASB 124, FRD 15
Amendments history:
July 2011, May 2017, April 2022
Disclosure requirements:
Names and remuneration of responsible persons and executive officers, annualised employee equivalent, remuneration categories, significant variations explanation
Guidance references:
FRD 21C renaming, model report for Victorian Government departments
Year:
2024
Region / City:
United States
Theme:
Risk-sharing provisions of the Affordable Care Act
Document Type:
Regulatory Agenda Item
Organization / Institution:
NAIC Statutory Accounting Principles Working Group
Author:
Sherry Gillespie
Target Audience:
Regulatory bodies, insurance industry professionals
Period of Validity:
Indefinite
Approval Date:
February 1, 2024
Date of Changes:
None
Year:
2021
Region / city:
European Union
Topic:
Leverage Ratio Disclosures
Document type:
Regulatory guideline
Institution / agency:
European Banking Authority
Author:
European Banking Authority
Target audience:
Financial institutions, regulators
Period of application:
Ongoing
Approval date:
Not specified
Date of amendments:
Not specified
Organization:
CORHIO
System:
PatientCare 360© Health Information Exchange Portal
Document Type:
User Agreement
Subject:
Confidentiality and Appropriate Use of Health Information
Legal Framework:
Health Insurance Portability and Accountability Act (HIPAA)
Monitoring:
Routine monitoring of system use
Sanctions:
Loss of privileges, legal action, other actions determined by CORHIO
Contact Information:
[email protected]
Note:
; (720) 285-3277
Applies To:
Authorized Users
User Responsibility:
Protection of account credentials and confidential data
Signature Requirement:
Employee Signature and Date
Year:
2011
Region / City:
N/A
Topic:
Companies Act, 1956, Financial Disclosures
Document Type:
Corporate Disclosure
Organization:
Board of Directors
Author:
N/A
Target Audience:
Board of Directors, Corporate Directors
Period of Validity:
Financial Year 2011-2012
Approval Date:
31.03.2011
Date of Changes:
N/A
) and join the S1NET. For guides with in depth examinations of performance measure definitions, go to:
https://www.milsuite.mil/book/docs/DOC-129783
Table of Contents (Hyperlinks to Sections):
Developing ‘Significant Duties and Responsibilities’ OER Narratives: Notes, Rules, and Instructions OER Narrative Prohibited Techniques, Inconsistencies, No-Go’s: Negative Comment Rules Referred OERs Narrative Comment Examples Block a. APFT and HT/WT Block b. Overall Performance Block c. Character (to include SHARP comments) Block d. Presence Block e. Intellect Block f. Leads Block g. Develops Block h. Achieves Senior Rater Potential Senior Rater Narrative Examples Senior Rater Narrative Comment Examples (for potential, promotion, school, etc.) Successive Assignments Other SR Comments (explanations of anything unusual about OER) Effective Words for Evaluations JUNIOR OFFICER PLATE (DA FORM 67-10-1) NOTE: 2LTs who have NOT completed BOLC, will not receive an OER until they complete BOLC (AC and ARNG; USAR officers can receive an OER before completing BOLC). The FROM date will be their commissioning date. All time until their BOLC graduation will be NONRATED on their first OER. OER PROFILING: OERs: Rater and Senior Rater Profiles are CONSTRAINED, meaning Officers are only allowed to grant 49% of each rank they rate with either an “EXCELS” (as Rater) or “MOST QUALIFIED” (as Senior Rater). HOWEVER, if you have an immature profile, and have only just begun rating/senior rating Officers of a certain rank, you are allowed a ONE TIME option of giving one of the first two evaluations you make at a particular grade, an “EXCELS” (as Rater) or “MOST QUALIFIED” (as Senior Rater). OER (OER SUPPORT FORM) PART III: Developing ‘Significant Duties and Responsibilities’ (blocks a., b., and c.): Refer to DA PAM 611-21 (https://www.milsuite.mil/book/groups/smartbookdapam611-21
) and DA PAM 600-3 (Commissioned Officer Professional Development and Career Management), to assist in the development of PART III, block d. As a minimum, the duty description will include pr:
- Number of personnel supervised, - Amount of resources under the rated officer’s control, - Scope of responsibilities. 3) Descriptions must be clear and concise with emphasis on specific functions required. 4) Note conditions unique to the assignment; e.g. RA officers assigned to FT support duties with RC units or USAR officers assigned to RA units OER NARRATIVES: Notes, Rules, and Instructions Rater and Senior Rater Narratives: - Requires candor and courage; frank and accurate assessment. - Quantify officer’s value relative to peers and do so in concert with rater/senior rater box check. - Are short; tell a simple story about the quality of officer being evaluated. - Are interesting and compelling. - Are looked at by selection board members when they are looking for in-depth information about a rated officer’s performance and potential. - Numbers; 1-10, write them out (e.g. one, two, ten). 11 or higher, write the number; e.g. 11, 15, 105. Exception, when a 1-10 is WITH an 11 or higher; e.g. “5 tool kits with 20 tools each.” - Fashion the narrative to the officer; double check use of “he/his” vs. “she/hers.” - Awards: Awards and/or special recognition received during the rating period may be cited in evaluation comments (for example, “received the Humanitarian Service Medal” or “named the Instructor of the Year”). - Raters and SR CAN use the officer’s name in the narrative; e.g. “1LT Joe was ….” Rater and Rater Narratives: - Focus on PERFORMANCE; explaining what the rated officer did and how well he/she did it. - Focus on specifics to quantify and qualify performance. - Raters should advocate the rated officer to the SR. - When there is no SR (due to lack of qualifications), rater’s narrative provides the input on both performance and potential. Senior Rater (SR) and SR Narrative (see SR Rater Narrative section for examples): - Focus on POTENTIAL, 3-5 years out (promotions, command, school, & assignments). - Can amplify box checks by using the narrative to clearly send the appropriate message to selection boards. - CANNOT mention Box Check. - Additional information for when SR is also Rater can be found in DA PAM 623-3, pg. 26, “DA Form 67–10–1, part VI: block c—Senior Rater Narrative.” OER Narrative Prohibited Techniques, Inconsistencies, No-Go’s: - School/Course Comments: Bullets about how a Soldier did in a school or course are ONLY allowed if that school did not produce an AER/DA Form 1059. - Narratives are not a laundry list of superlatives – more is not necessarily better. - Brief, unqualified superlatives or phrases, particularly if they may be considered trite. - Excessive use of technical acronyms, or phrases not commonly recognized. - Techniques aimed at making specific words, phrases, or sentences stand out from the rest of the narrative; e.g. excessive use of capital letters; unnecessary quotation marks; repeated use of exclamation points; wide spacing between selected words, phrases, or sentences to include double spacing within a paragraph or between paragraphs. - Inappropriate references to box checks; e.g “Would be TOP BLOCK if profile allowed” or “absolutely far exceeded the standard”. - Trying to quantify (e.g. “top 2% of my captains”) with a small population. - Stay in your lane/level; avoid comments like “Best 1LT in the Army” unless you’re the Army CoS. - Stating “the best ever”; having 10 in the population, 50 in the profile. - Using overused phrases and clichés that are counterproductive or overused; e.g. stellar, historic, “delivered a dazzling performance,” “hit the ground running,” consummate professional, and unlimited potential. - Using specific selection board-type language. Examples of this include, “definitely a 6+ Soldier”. - Don’t exaggerate; “If I could prove it, CPT X is an LTC disguised as a CPT.” - Be mindful of what IS NOT said; it can have the same impact as what is said; e.g. NOT having numbers, or quantifiable points. - Don’t say the sa
Note:
en
Topic:
Officer Evaluation, Narrative Guidelines
Document Type:
Guide
Target Audience:
Raters, Senior Raters
Note:
and the site visit team chair eight (8) weeks prior to the site visit)(4.2024)
Year:
2024
Region / City:
N/A
Theme:
Accreditation
Document Type:
Schedule Template
Organization / Institution:
ARC-PA
Author:
N/A
Target Audience:
Program administrators, Site visit team
Period of Validity:
N/A
Approval Date:
N/A
Modification Date:
N/A
Year:
2022
Organizations:
Peninsula Clean Energy (PCE), Silicon Valley Clean Energy (SVCE), East Bay Community Energy (EBCE)
Document Type:
Code Amendment Recommendations
Scope:
Residential and Nonresidential EV Charging Requirements
Version Dates:
May 11, 2022; July 8, 2022; September 2022; October 2022
Target Audience:
Local jurisdictions and code administrators
Reference:
2022 Title 24 Part 11 California Green Building Standards Code (CALGreen)
Topics:
EV Charging Stations, EV Ready Spaces, Direct Current Fast Charging, Automatic Load Management Systems, Multifamily and Nonresidential Buildings
URL:
BayAreaReachCodes.Org
Year:
2022
Region / city:
California
Theme:
Water Quality, Environmental Assessment
Document Type:
Technical Report
Organization / Institution:
Caltrans
Author:
Not specified
Target Audience:
Environmental regulators, project managers
Period of validity:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2021
Region / City:
Idaho
Topic:
Conservation, Big Game Species
Document Type:
Guideline
Agency:
Bureau of Land Management (BLM), Idaho Department of Fish and Game (IDFG)
Author:
Bureau of Land Management (BLM)
Target Audience:
Wildlife managers, conservationists, land management authorities
Effective Period:
Ongoing
Approval Date:
Not specified
Date of Changes:
Not specified