CN-430000-D1843-A1.pdf
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- Contract number
- HSA01
- Issued by
- Florida
About this file
Amendment No. 1 to Contract TR245 is between the Department of Financial Services of Florida and Clearwater Analytics, LLC, effective September 28, 2022. The amendment modifies an existing Investment Accounting Software as a Service Solution contract to add administrative provisions and new service components.
The amendment adds two primary service components to the existing contract: a Custom GL Entry File and a Data Point FTP service. For the Custom GL Entry File, Clearwater will send a monthly customized FTP file containing the client's month-to-date general ledger activity, which can include single or aggregate account information generated in Excel, CSV, or alternative flat text formats. The Data Point FTP service involves Clearwater collaborating with the client to develop up to two data feeds, supporting security master files, market data, and trading system integrations. The amendment allows for additional data transfers, including supplemental data from third-party providers, with agreed-upon inclusion points, delivery times, and frequencies.
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