HomeMy WebLinkAboutDocumentation_Pension General_Tab 24_11/03/2008GFaad, Michelle
To: Forsythe, Jody
Subject: Custom Report for Calculation of Pension Benefits for Terminated Employees
Attachments: Scan001.PDF
Jody,
Please find attached a quote from Fund Balance for the creation of n custom report to run for the actuary in order
for them to calculate pension benefits for terminated employees. Please advise on how to proceed in getting this
quote approved,
Thank you,
Michelle
-----Original Message-----
From: xerox5030@tequesta.org [mailto:xerox5030@tequesta.org]
Sent: Tuesday, October 07, 2008 12:09 PM
To: Gload, Michelle
Subject: Scan from Xerox WorkCentre
Please open the attached document. It was sent to you using n Xerox WorkCentre.
Sent by: Guest [xerox5030@tequesta.org]
Number of Images: 2
Attachment File Type: PDF
WorkCentre Location: Finance Reception
Device Name: AD-XE5030-01
tyler
~~~~~~
Village of Tequesta
JaAnn Forsythe
P.O. Box 3273
250 Tequesta Drive, Suite 304
Jupiter, FL 33469-0273
Custom Reports, Billable at $175 per hour.
{Custom Payroll History Earnings Report)
FundBalance Product Solution
525 Avis Drive, Suite 5
Ann Arbor, MI 48108
800-457-3863
Village of Tequesta
JoAnn Forsythe
P.O. Box 3273
250 Tequesta Drive, Suite 304
Jupi#er, FL 33469-0273
Purchase Agreement
FBWQ6774
09!24/08
pstone
Prices quoted are valid for 60 days_
FLTEQ
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$175.00 3 $525.00
Total $525.00
Page 1
Terms ~ Co~lditierls of Purchase
OPTIONAL PROGRAMMING SERVICES
DATA CONVERSION SERVICES MAY BE QUOTED !~ $175 PER HOUR UPON THE RECEIPT ~ FILE LAYOUTS AND DATA IN AN ACCEPTABLE FORMAT.
TRAVEL EXPENSES
ALL TRAINING; CONSULTING AND INSTALLATION SERVICES ARE BILLED A7 PUBLISHED RATES FOR EACH ACTIVITY. EXPENSES ASSOCIATED WITH
THESE ON SITE SERVICES WILL BE BILLED AFTER THEY ARE INCURRED. CUSTOMERS THAT ARE MORE THAN 250 MLES FROM ANN ARBOR, MI
CORPORATE HEADQUARTERS WIU_ BE BILLED FOR TRAVEL TOME ~ $300 FOR EACH ROUND TRIP VISIT. IN ORDER TO BETTER SERVE OUR CLIENTS
WHO HAVE REQUESTED TRAINING, YVE REQUIRE A MNIMUM NOTICE OF 2 WEEKS FOR A CANCELLATION OR THERE WILL BE A CANCEUATION FEE
OF 50q OF THE COST OF THE TRAINING THAT WOULD HAVE OCCURRED. IF A CANCELLATION IS MADE, ANY TRAVEL ARRANGEMENTS THAT HAVE
BEEN PURCHASED WILL BE INVOICED TO THE CLIENT WITH PAYMENT DUE WITHIN 30 DAYS FROM THE DATE OF THE INVOICE.
TRAINING, INSTALLATIONI IMPLEMENTATION
THERE IS A $125/HR. CHARGE FOR TRAINING, INSTALLATION AND IMPLEMENTATION ABOVE AND BEYOND 7 HRS/DAY QUOTED.
THE NUMBER OF DAYS QUOTED IS A RECOMMENDATION AND MAY BE CHANGED BASED ON THE CUSTOMER'S NEEDS. THE CLIENT IS BILLED
AFTER THE TRAINING, INSTALLATION AND/OR IMPLEMENTATION IS COMPLETED.
ANNUAL. MAINTENANCE
FOR NEW FUNDBAIANCE SOFTWARE CLIENTS, THE FIRST ANNUAL MAINTENANCE AGREEMENT WILL START UPON THE INITIAL SOFTWARE
INSTALLAl10N AND WILL EXPIRE ONE YEAR FROM 1NAT DATE.
FOR EXISTING FUNDBALANCE CLIENTS WHO PURCHASE NEW SOFTWARE APPLICATIONS, THE MAINTENANCE WILL BEGIN ON THE FIRST DAY OF
THE MONTH FOLLOWING THE SOFTWARE SHIPMENT AND WILL BE PRORATED 70 EXPIRE WITH THE CURRENT MAINTENANCE CONTRACT.
ANNUAL MAINTENANCE CONTRACT RENEWALS WILL BE AUTOMATICALLY BILLED A MINIMUM OF 30 DAYS PRIOR TO THE CONTRACTS EXPIRAl10N
DAIS.
snnsFACnoN
IF YOU ARE NOT COMPLETELY SATISFIED THAT THE SOFTWARE AND/OR HARDWARE FUNCTION(S) AS DOCUMENTED, IT MAY BE RETURNED
WITHIN 60-DAYS OF SIGNED PURCHASE AGREEMENT.
AUTHtXtIZATION
BY SIGNING THIS DOCUMENT 1 AM HEREBY AUTHORIZING FUNDBALANCE TO INVOICE ME FOR THE ITEMS LISTED ON THIS PURCHASE AGREEMENT. 1
UNDERSTAND THE SOFTWARE PRICE DOES NOT INCLUDE INSTALLATION/t1~lEMENTATiON, TRAINING, TECHNICAL SUPPORT OR ANY OTHER RELATED
SERVICES. ANY TRAINING, CONSULTING OR INSTALLATION SERVICES AND RELATEp EXPENSES ASSOCIATED WITH THIS PURCHASE WILL BE INVOICED
AFTER THE SERVICE HAS BEEN PROVIDED.
I UNDERSTAND THAT PAYMENT IS DUE WITHIN 30 DAYS OF THE RECEIPT OF THE INVOICE, AND THAT ALL DOCUMENTS RELATED TO THIS PURCHASE,
INCLUDING THIS PURCHASE AGREEMENT AND ANNUAL MAINTENANCE AGREEMENT MUST ALSO BE SIGNED AND RETURNED ALONG WITH PAYMENT.
ANNUAL MAINTENANCE RENEWALS WILL AUTOMATICALLY BE BILLED PRIOR TO EXPIRATION DATE.
® FBWQ6774 ~r FLTEQ
SIGNATt1RE
DATE
TAX ID NUMBER
EXEMPT TAX iD NUMBER
THIS /S NOT AN ~11VOICE. FUNDBALANCE WILL SEND YOU AN MVV0IICE ONCE THE SIGNED
PURCHASE AGREEMENT IS RECENED.
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