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HomeMy WebLinkAboutAgreement_General_04/07/2011 FundBalance Product Solution Purchase Agreement ty ler 1194 Oak Valley Drive, Suite 150 FBWQ7831 technologies Ann Arbor, MI 48108 ■:� 800- 457 -3863 04/07/11 Purchase Agreement To: ® pstone Village of Tequesta Village of Tequesta FLTEQ JoAnn Forsythe JoAnn Forsythe 345 Tequesta Drive 345 Tequesta Drive Tequesta, FL 33469 -0273 Tequesta, FL 33469 -0273 Prices Quoted are Valid for 60 days Please fax signed purchase agreement to 734 - 677 -2070 Pervasive _Client Server VA1.- .10User $1;185:00 _1- $1,195:00 Annual Maintenance (will be pro -rated to expire with current $299.00 1 $299.00 maintenance contract.) Total $1,494.00 I I f Page 1 i Terms & Condifi of Purchase OPTIONAL PROGRAMMING SERVICES DATA CONVERSION SERVICES MAYBE QUOTED @$175 PER HOUR UPON THE RECEIPT OF FILE LAYOUTS AND DATA IN AN ACCEPTABLE FORMAT. TRAVEL EXPENSES ALL TRAINING, CONSULTING AND INSTALLATION SERVICES ARE BILLED AT 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 MILES FROM ANN ARBOR, MI CORPORATE HEADQUARTERS WILL BE BILLED FOR TRAVEL TIME @ $300 FOR EACH ROUND TRIP VISIT. IN ORDER TO BETTER SERVE OUR CLIENTS WHO HAVE REQUESTED TRAINING, WE REQUIRE AMINIMUM NOTICE OF 2 WEEKS FOR A CANCELLATION OR THERE WILL BE A CANCELLATION FEE OF 50% 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, INSTALLATION I IMPLEMENTATION THERE IS A $1251HR. 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 MAI NTENANCE FOR NEW FUNDBALANCE SOFTWARE CLIENTS, THE FIRSTANNUAL MAINTENANCE AGREEMENT WILL START UPON THE INITIAL SOFTWARE INSTALLATION AND WILL EXPIRE ONE YEAR FROM THATDATE. 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 TO EXPIRE WITH THE CURRENT MAINTENANCE CONTRACT. ANNUAL MAINTENANCE CONTRACT RENEWALS WILL BE AUTOMATICALLY BILLED A MINIMUM OF 30 DAYS PRIOR TO THE CONTRACTS EXPIRATION DATE. SATISFACTION IF YOU ARE NOT COMPLETELY SATISFIED THATTHE SOFTWARE AND /OR HARDWARE FUNCTION(S) AS DOCUMENTED, IT MAY BE RETURNED WITHIN 60 DAYS OF SIGNED PURCHASE AGREEMENT. AUTHORIZATION BY SIGNING THIS DOCUMENT I AM HEREBY AUTHORIZING FUNDBALANCE TO INVOICE ME FOR THE ITEMS LISTED ON THIS PURCHASE AGREEMENT. I UNDERSTAND THE SOFTWARE PRICE DOES NOT INCLUDE INSTALLATION/IMPLEMENTATION, TRAINING, TECHNICAL SUPPORTOR ANY OTHER RELATED SERVICES. ANY TRAINING, CONSULTING OR INSTALLATION SERVICES AND RELATED 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, FBWQ7831 ®i FLTEQ SIGNATURE DATE - -- -- - - - - -- TAX ID NUMBER _ to � 40 A I __ EXEMPT TAX ID NUMBER ���=- 4o- - -445-dc - THIS IS NOT AN INVOICE. FUNDBALANCE WILL SEND YOU AN INVOICE ONCE THE SIGNED PURCHASE AGREEMENT IS RECEIVED. Page 2 I FundBatance Product Solution e r 525 Avis Drive, Suite 5 F8WQ7750 Ann Arbor, MI 48108 ® 800- 457 -3863 ® 02/23/11 Purchas pstone Village of Tequesta Village of Tequesta FLTEQ JoAnn Forsythe JoAnn Forsythe 345 Tequesta Drive 345 Tequesta Drive Tequesta, FL 33469 -0273 Tequesta, FL 33469 -0273 Prices Quoted are Valid for 6D days Please fax signed purchase agreement to 734- 677 -2070 Description PO Attachment Add On $200.00 t $200.00 Total $200.00 _4 1 Page OPTIONAL PROGRAMMING SERVICES DATA CONVERSION SERVICES MAY BE QUOTED @ $ 175 PER HOUR UPON THE RECEIPT OF FILE LAYOUTS AND DATA IN AN ACCEPTABLE FORMAT. TRAVEL. EVEW ES ALL TRAINING, CONSULTING AND INSTALLATION SERVICES ARE BILLED AT PUBLISHED RATES FOR EACH ACTIVITY. 0PENSES ASSOCIATED WITH THESE ON SITE SERVICES WILL BE BILLED AFTER THEY ARE INCURRED. CUSTOMERS THAT ARE MORE THAN 250 MILES FROM ANN ARBOR, MI CORPORATE HEADQUARTERS WILL BE BILLED FOR TRAVEL TIME @ $300 FOR EACH ROUND TRIP VISIT. IN ORDER TO BETTER SERVE OUR CLIENTS WHO HAVE REQUESTED TRAINING, WE REQUIRE A MINIMUM NOTICE OF 2 WEEKS FOR A CANCELLATION OR THERE WILL BE A CANCELLATION FEE OF 50% 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, INSTALLATION I 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 FUNDBALANCE SOFTWARE CLIENTS. THE FIRST ANNUAL MA[N7ENANCE_AGREEMENT WILL START UPON.THE. INITIAL..SOFTWARE _.. INSTALLATION AND WILL E)PIRE ONE YEAR FROM THAT DATE. FOR EXISTING FUNDBALANCE CLIENTS WHO PURCHASE NEW SOFTWARE APPLICATIONS, THE MAINTENANCE WILL BEGIN ON THE FIRST DAY OF THE MONTH FOLLOWING THE SOFTWARE SHIPMENTAND WILL BE PRORATED TO E)PIRE WITH THE CURRENT MAINTENANCE CONTRACT. ANNUAL MAINTENANCE CONTRACT RENEWALS WILL BE AUTOMATICALLY BILLED A MINIMUM OF 30 DAYS PRIOR TO THE CONTRACTS E)PIRATION DATE. SATISFACTION IF YOU ARE NOTCOMPLEIELY SATISFIED THATTHE SOFTWARE AND/OR HARDWARE FUNCTION(S) AS DOCUMENTED, IT MAY BE RETURNED WITHIN 60 DAYS OF SIGNED PURCHASE AGREEMENT. AUTHORIZATION BY SIGNING THIS DOCUMENT I AM HEREBY AUTHORIZING FUNDBALANCE TO INVOICE ME FOR THE ITEMS LISTED ON THIS PURCHASE AGREEMENT. I UNDERSTAND THE SOFTWARE PRICE DOES NOT INCLUDE INSTALLATION/IMPLEMENTAMON, TRAINING, TECHNICAL SUPPORT OR ANY OTHER RELATED SERVICES. ANY TRAINING, CONSULTING OR INSTALLATION SERVICES AND RELATED E)PENSES 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 EXI'IRATION DATE, FBWO7750 FLTEQ 3 - -% SIGNATURE 0 3 N DATE TAX ID NUMBER' EXEMPT TAX ID NUMBER J o?CP SAC- S THIS IS NOT AN W VOICE. FUNDBALANCE WILL SEND YOU AN dV VOICE ONCE THE SIGNED PURCHASEAGREEMENT IS RECENED. Page 2 FundBalance Product Solution Purchase Agreement 525 Avis Drive, Suite 5 FBWQ7749 t yl e r ��h� Ann Arbor, MI 48108 800- 457 -3863 i 02/23/11 Purchase A• • • • '-• pstone Village of Tequesta Village of Tequesta FLTEQ JoAnn Forsythe JoAnn Forsythe 345 Tequesta Drive 345 Tequesta Drive Tequesta, FL 33469 -0273 Tequesta, FL 33469 -0273 Prices Quoted are Valid for 60 days Please fax signed purchase agreement to 734- 677 -2070 Description © - •-• Timesheet - Network, 5 -10 users $995.00 1 $995.00 Annual Maintenance (will be pro -rated to expire with current $249.00 1 $249.00 maintenance contract.) WebBased- Training ($95 per hour) $95.00 2 $190.00 Total $1,434.00 Page 1 Terms & C OPTIONAL PROGRAMMING SERVICES DATA CONVERSION SERVICES MAYBE QUOTED @$175 PER HOUR UPON THE RECEIPT OF FILE LAYOUTS AND DATA IN AN ACCEPTABLE FORMAT. TRAVEL EXPENSES ALL TRAINING, CONSULTING AND INSTALLATION SERVICES ARE BILLED AT 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 MILES FROM ANN ARBOR, MI CORPORATE HEADQUARTERS WILL BE BILLED FOR TRAVEL TIME 0$300 FOR EACH ROUND TRIP VISIT. IN ORDER TO BETTER SERVE OUR CLIENTS WHO HAVE REQUESTED TRAINING, WE REQUIRE A MINIMUM NOTICE OF 2 WEEKS FOR A CANCELLATION OR THERE WILL BE A CANCELLATION FEE OF 50% 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, INSTALLATION I IMPLEMENTATION THERE IS A $125/HR. CHARGE FOR TRAINING, INSTALLATION AND IMPLEMENTATION ABOVE AND BEYOND 7 FIRS /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 FUNDBALANCE SOFTWARE CLIENTS, THE FIRST ANNUAL MAINTENANCE AGREEMENT WILL START UPON THE INITIAL SOFTWARE INSTALLATION AND WILL EXPIRE ONE YEAR FROM THAT 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 TO EXPIRE WITH THE CURRENT MAINTENANCE CONTRACT. ANNUAL MAINTENANCE CONTRACT RENEWALS WILL BE AUTOMATICALLY BILLED A MINIMUM OF 30 DAYS PRIOR TO THE CONTRACTS EXPIRATION DATE. SATISFACTION 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. AUTHORIZATION BY SIGNING THIS DOCUMENT I AM HEREBY AUTHORIZING FUNDBALANCE TO INVOICE ME FOR THE ITEMS LISTED ON THIS PURCHASE AGREEMENT. I UNDERSTAND THE SOFTWARE PRICE DOES NOT INCLUDE INSTALLATION /IMPLEMENTATION, TRAINING, TECHNICAL SUPPORT OR ANY OTHER RELATED SERVICES. ANY TRAINING, CONSULTING OR INSTALLATION SERVICES AND RELATED 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. " FBW07749 FLTEQ - J� - Ll SIGNATURE ����((��((_�"``O' DATE TAX ID NUMBER - w 0TTO EXEMPT TAX ID NUMBER S �-- 5.2 C - 1 5 THIS IS NOT AN INVOICE. FUNDBALANCE WILL SEND YOU AN INVOICE ONCE THE SIGNED PURCHASE AGREEMENT IS RECEIVED. Page 2 .. t y I e r technologies Annual Maintenance Renewal Notice February 11, 2011 JODY FORSYTHE VILLAGE OF TEQUESTA 345 TEQUESTA DRIVE TEQUESTA, FL 33469 -0273 Dear Client: Thank you for your commitment to FundBalance Software. This letter is to advise you that your existing maintenance agreement with FundBalance Product Solution is due for renewal on 4/30/2011. In order to better serve our clients, the details of 9 our maintenance agreement have been outlined Y in the enclosed documents. Our goal is to provide you with high quality and timely support for your FundBalance software. Should you require additional services that fall outside the scope of your agreement, our support staff would be happy to provide these to you at an hourly rate. Please review and verify the information on page two of the agreement and contact me immediately if any information is incorrect. Sign and date the agreement and return it to our office as soon as possible. The agreement may be faxed to us at 734 - 677 -2070, or mailed to 525 Avis Drive, Suite 5, Ann Arbor, MI 48108. Please do not send payment with this maintenance agreement An invoice will be provided to you upon receipt of your signed agreement. Please note your maintenance will not be renewed until the invoice has been paid in full. FundBalance products are designed to provide the flexibility and ease of the use needed to meet your requirements therefore we welcome your comments and suggestions. Sincerely, Peggy SEU11e Accounts Receivable Enclosure: Maintenance Agreement MRLtr052703MBM ,.. fundbalance tyl r era SOILItio Annual Maintenance Agreement The FundBalance Annual Maintenance Plan is provided for all FundBalance modules. Your enrollment in the Annual Maintenance Plan provides you with application updates and unparalleled technical support. FundBalance encourages the installation of all FundBalance updates within six (6) months of their release. Installation of all updates in a timely fashion provides you with the latest software enhancements and changes. Installation assistance is included in your annual maintenance plan. Annual Maintenance Agreement Features /Benefits • Unlimited use of our toll -free support numbers: Access to FundBalance Support via 1.888.396.FUND our web site www.tylertech.com and 1.800.457.3863 email fbsupport(a)_tylertech.com • Priority telephone support — response time • Internet updates for FundBalance prioritized based on the urgency of the issue if software are available on our website. call volumes are excessive. • FundBalance software updates. Updates are 0 Discounts on software upgrades only available with a current Annual Maintenance between product lines. Agreement. They may not be purchased. • Technical Support Hours: 0 Unlimited telephone support for 8:00 am — 7:30 pm EST Monday — Thursday FundBalance software. 8:00 am — 5:30 pm EST Frida • Unlimited access to the FundBalance On -Line • Application design and new features input. User Forum. • Tyler's Student Learning Center, for a minimal annual investment of 10% of your maintenance contract, you can take advantage of 2417 learning opportunities. If you wish to opt out of this service please place a check mark in the box provided on the terms and conditions page of the contract. INTERNET SUPPORT Internet support is included in your Annual Maintenance Plan at no extra charge. In order to receive Internet services from FundBalance, your computer needs access to the Internet and to email. This same computer must be able to access your FundBalance applications. For optimal performance, your Internet service should be able to handle large file sizes and be capable of downloading and emailing at a reasonable speed. High speed Internet service is preferred and a minimum of 56K is required for Internet support. MRCont052703MBM Page 1 ,. f L] n b a I a n c e r(.- rnsrl THE FOLLOWING PARAGRAPHS OUTLINE THE TERMS AND CONDITIONS OF YOUR ANNUAL MAINTENANCE AGREEMENT. • 1 understand that in order to receive maintenance I, as well as any authorized users or service persons, must provide an authorization code as proof of plan membership. • 1 understand that proper training is important to the successful use of FundBalance software and that support calls are not a substitute for staff training on the applications purchased. • 1 understand that FundBalance requests 48 hours notice for any scheduled "Maintenance Time Calls" related to installations, conversions or appointments with on -site technicians or consultants. Advance scheduling of such calls allows FundBalance to deliver prompt service. • 1 understand that if I do not install the most current released version, within six (6) months of their official release date, that this may affect support response time, and those versions may not be supported. • The FundBalance staff will only support software developed by FundBalance. Programs written by third - parties to interface to FundBalance applications will only be supported to the extent feasible by FundBalance staff and you may be referred to the third -party vendor. • Problems arising from alterations to FundBalance program code by non - FundBalance personnel and drastic changes to set up may be billable at $175 per hour to correct. • The Annual Maintenance fee may be increased by current inflation rate, but no more than five (5) percent per year. Advance notice will be given of any increases, and said increases will be billed with your next maintenance renewal. • 1 understand that FundBalance cannot make guarantees that any given printer will work with FundBalance software. • By paying my Annual Maintenance fee, I acknowledge that FundBalance will provide services for my FundBalance software. I understand that the FundBalance Maintenance Agreement covers only those items specifically listed on the agreement. The services covered by this plan remain in full force for one year from the activation date. Payment for these services is non - refundable. • Maintenance services that require involvement from development staff may be billable at $175 per hour. Any services provided for non - FundBalance issues may be charged at $125 per hour. The client will be informed of any charges before the service is provided and charges incurred. • This annual maintenance agreement will automatically renew for subsequent one -year terms unless either party gives the other party at least thirty days prior written notice of its intent not to renew. Fees for subsequent years are subject to change. • Written Information Security Plan (WISP) defining our procedures for the handling, transmittal, storage, collection and protection of personal information is available upon request. • Opt Out of Student Learning Center ❑ By signing below, I agree that the terms and conditions stated in this document, including the applications and cost are correct. I also understand that maintenance fees are non - refundable. Organization: VILLAGE OF TEQUESTA Customer Code: FLTEQ Signature: Date: s5 • ' Printed Name: Title: t 7 "'Please do not remit payment with this maintenance agreement. Please fax signed copy to 734 - 677 -2070, Attn: Annual Maintenance Renewal A.S.A.P. MRCont052703MBM Page 3 i µ y Your maintenance plan will cover these applications: Application/Add-On Module Tier Amount APWIN Network (2 -4 Users) $650.00 ASP HOSTING Standard $300.00 CAWIN Network (2 -4 Users) $650.00 COMBINING STATEMENTS Network (2 -4 Users) $210.00 CRWIN Network (2 -4 Users) $650.00 GASBFB P3 Network (2 -4 Users) $587.00 GLWIN -04 Network (5 -10 Users) $750.00 PAWIN Network (2 -4 Users) $923.00 POWIN Network (2 -4 Users) $650.00 UB INTERFACE Standard $314.00 UB WEB INTERFACE Standard $1195.68 UBWIN Network (2 -4 Users) $860.00 SLC Student Learning Center $773.97 Authorization Code: FLTEQ Total Investment: $8,513.65 A01 Your current maintenance agreement expires on: 4/30/2011 a, �O � 9 ' Your maintenance renewal agreement covers the period: 05/01/11 - 04/30/12 3 MRCont052703MBM Page 2