№ lp_2_3_68757
File format: docx
Character count: 2743
File size: 848 KB
Year:
2024
Note:
Region / City
Topic:
WI enlargement process
Document type:
Guideline
Author:
Membership and Engagement
Target audience:
WI Advisers
Approval date:
November 2024
Amendment date:
March 2025
Price: 8 / 10 USD
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Note:
Year
Theme:
Education, Accessibility
Document Type:
Guide
Institution:
Sensory Service
Target Audience:
Students with Vision Impairment, Educators, QTVI
Note:
Year
Topic:
Special Educational Needs and Disabilities
Document Type:
Request Form
Organization / Institution:
Cognus Ltd
Target Audience:
Parents, carers, educational staff
Note:
Year
Subject:
Investment Advisory Compliance
Document Type:
Annual Review Report
Target Audience:
Investment advisers, compliance officers
Period of Effect:
Calendar year
Year:
2026
Region / City:
Hertfordshire
Topic:
Religious Education
Document Type:
Newsletter
Organization / Institution:
Hertfordshire SACRE
Author:
Shammi Rahman
Target Audience:
Religious Education teachers and practitioners in Hertfordshire
Period of Validity:
Spring Term 2026
Approval Date:
February 2026
Date of Changes:
Not specified
Year:
2025
Region / city:
Cambridge
Theme:
Super-curriculars
Document type:
Webinar presentation
Organization / institution:
University of Cambridge
Authors:
Dr. Christine Nightingale, Dr. Jonathan Padley, Natalie Thompson, Amanda Watson
Target audience:
Teachers and advisers
Period of validity:
12th March 2025
Approval date:
Not specified
Modification date:
Not specified
Contextual description:
A webinar presentation discussing the importance of super-curricular activities in university applications, with a focus on Cambridge University’s admissions process.
Year:
2023
Region / City:
India
Topic:
Investment Advertising Regulations
Document Type:
Guidelines
Organization / Institution:
Securities and Exchange Board of India (SEBI), Bombay Stock Exchange (BSE)
Author:
SEBI
Target Audience:
Investment Advisers (IAs), Business Partners, Authorized Persons, Influencers
Validity Period:
Ongoing
Approval Date:
Not specified
Amendment Date:
Not specified
Note:
Year
Theme:
Advertising Regulations
Document Type:
FAQ
Organization / Institution:
BSE Limited
Target Audience:
Investment Advisers, Investors
Contextual Description:
A set of guidelines detailing the advertisement approval process for investment advisers under the BSE Code, including which advertisements require prior approval and the conditions attached.
Year:
not specified
Organization:
Competition and Markets Authority (CMA)
Document type:
Pro forma template / drafting note
Scope:
CMA investigations (including market investigations and merger inquiries)
Subject:
Disclosure room access undertakings, individual and firm obligations, disclosure restrictions under Enterprise Act 2002 and Competition Act 1998
Legal framework:
Enterprise Act 2002 (EA02), Competition Act 1998 (CA98)
Intended recipients:
External advisers and their firms retained by parties in CMA investigations
Purpose:
Provide standard terms and conditions for disclosure room access and undertakings
Status:
Draft template based on recent CMA practice (not a final legal instrument)
Year:
2016
Region / City:
Queensland
Topic:
Great Barrier Reef, Environmental Policy, Climate Change
Document Type:
Report
Organization / Institution:
Queensland Government
Author:
NCWQ Environment Adviser
Target Audience:
Environmental professionals, policy makers, researchers
Effective Period:
2016
Approval Date:
August 2016
Modification Date:
November 2016
Year:
2020
Region / City:
Australia
Topic:
Financial advising, Disciplinary system
Document type:
Legislation Q&A
Organization / Institution:
Australian Government, ASIC
Author:
Australian Government, ASIC
Target audience:
Financial advisers, regulatory bodies
Period of validity:
From January 1, 2022 (subject to legislation)
Approval date:
9 December 2020
Amendment date:
Not specified
Subject:
Books and records retention requirements for investment advisers
Legal Basis:
Rule 204-2 under the Advisers Act
Applicable Entities:
Investment advisers
Document Type:
Compliance checklist / regulatory records schedule
Categories:
Corporate Documents; Accounting Records; Trading and Account Management Records; Client Relationship Records; Marketing and Performance Records
Record Retention Periods:
Termination plus 3 years; 5 years (first 2 years on-site); 5 years after termination of contract; 5 years from last publication or dissemination
On-Site Requirement:
First 2 years on-site (where specified)
Referenced Forms:
Form ADV; Form CRS
Covered Materials:
Corporate governance records; financial and accounting books; trade memoranda; research files; client agreements; discretionary authority evidence; written communications; advertisements; complaint files
Year:
Not specified
Country:
United Kingdom
Region:
Greater Lincolnshire
Thematic area:
Education and business engagement
Document type:
Directory / network listing
Program:
Enterprise Adviser Network
Regions covered:
City of Lincoln; West Lindsey; North Kesteven; East Lindsey; South Kesteven; Boston; South Holland
Institutions involved:
Secondary schools and academies in Greater Lincolnshire
Participants:
Enterprise Advisers from businesses and organizations
Organizations represented:
Local authorities, private companies, education institutions, and industry organizations
Content structure:
Table listing regions, enterprise advisers with affiliated organizations, and assigned schools
Additional section:
Enterprise advisers awaiting match with a school
Year:
2020
Region / City:
European Space Agency
Topic:
Space Technology, Business Incubation
Document Type:
Guideline
Organization / Institution:
European Space Agency Business Incubation Centres (ESA BICs)
Author:
European Space Agency
Target Audience:
Entrepreneurs, Start-ups, ESA BIC Applicants
Validity Period:
Not specified
Approval Date:
23/06/2020
Modification Date:
30/09/2022
Note:
Year
Theme:
Menu
Document Type:
Restaurant Menu
Year:
2014
Region / city:
Geneva
Subject:
Assessing uniformity by off-types
Document type:
Report
Organization / institution:
International Union for the Protection of New Varieties of Plants (UPOV)
Author:
UPOV Office
Target audience:
UPOV members and experts in plant variety assessment
Period of validity:
Not specified
Approval date:
Not specified
Date of amendments:
Not specified
Year:
2023
Region / City:
United States
Topic:
Mental Health, Cultural Dynamics, Faith and Work
Document Type:
Assignment
Organization / Institution:
Grand Canyon University
Author:
Not specified
Target Audience:
Mental Health Workers, Students of Mental Health
Period of Validity:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
Not specified
Region / city:
Australia
Topic:
Economy, taxation, corporate policy
Document type:
Draft Recommendation
Organization / institution:
Not specified
Author:
Not specified
Target audience:
Policymakers, economists, public officials
Period of validity:
Not specified
Approval date:
Not specified
Date of amendments:
Not specified
Year:
2021
Region / city:
-
Theme:
Research Paper Submission Guidelines
Document Type:
Guidelines
Organization / Institution:
CRC-SPAST
Author:
John Doe, Smith Jones, Ananva Sharma
Target Audience:
Authors submitting to CRC-SPAST
Period of Validity:
-
Approval Date:
-
Date of Changes:
-
) 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
Year:
2025
Region / City:
Global
Topic:
Travel Services, App Development, Tourism
Document Type:
Press Release
Organization / Institution:
Airbnb
Author:
Brian Chesky
Target Audience:
Travelers, Airbnb Users, Service Providers
Effective Period:
2025 and beyond
Approval Date:
2025
Modification Date:
Ongoing updates