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Home My Public Portal AboutSupporting DocumentsCOMMISSIONERS JOAN K. ORTHWEIN, Mayor THOMAS M. STANLEY, vice Mayor MURIELJ. ANDERSON W. GARRETT DERING ROBERT W. GANGER TOWN OF GULF STREAM PALM BEACH COUNTY, FLORIDA Individual Name: Kelly Avery Organization Name: Town of Gulf Stream Organization Address: 100 Sea Rd., Gulf Stream, FL 33483 Organization Site ID: 31660 Telephone (561)276-5116 Fax (561) 737-0188 Town Manager WILLIAM H. THRASHER Town Clerk RITA L. TAYLOR I acknowledge that site administrators can: Invite new users to create Blackbaud.com logins on behalf of my organization Add and remove user roles, including the site administrator role Disable Blackbaud.com logins for users at my organization Update my organization's address in Blackbaud's records Reset my organization's Blackbaud Merchant Services, Blackbaud Payment Services, and Blackbaud Application Hosting passwords, if applicable Download the supervisor password reset utility for my organization's software, if applicable Note: Every Blackbaud client organization has at least one site administrator who manages your organization's information in our records. Blackbaud automatically assigned the role of site administrator to your primary Blackbaud contact who signed your purchase agreement. More information is in Blackbaud's Customer Guide: http://www.blackbaud.com/files/sui)port/customerguide.pdf Authorized representative's name: William Thrasher Title: Town Manager Phone number: 561-276-5116 Email: bthrasher@gulf-stream.org Date: 5/6/13 Signature: 100 SEA ROAD, GULF STREAM, FLORIDA 33483 blacicbaud' I Target Analytics, Invoice Bill -To -Party Information Kelly Avery SitelD 31660 Town of Gulf Stream Invoice No. 90513259 100 Sea Road Invoice Date 11/30/2012 Gulf Stream FL 33483 Sales Order No. 168073 Purchase Order No. ATP No. 528570 Reference No. 1000109142 Currency USD Ship -To -Party Term of Payment Net due in 15 days Town of Gulf Stream 100 Sea Road Total Amount of Invoice $9,278.36 Gulf Stream FL 33483 Total Amount Paid —___ --- -- ------ _--_------- Please remit top portion with payment---_------ --------------- -------------- ------------- _-_ Description Lic Option Quantity Unit Price Discount % Bill Total Cost Software General Ledger 7 with 3 7,950.00 7950.00 0.00 Accounts Payable 7 FunclWare to FE Software Upgrade General Ledger 7 ProjecVGrant/Endowment Payroll 7 with 2-4 9,375.00 6295.00 3,080.00 Financial Edge: Cash Management General Ledger 7: Budget Management Payroll 7: EFT Software - Subtotal: 3,080.00 Services - Consulting Financial Edge FW/FE Consulting Services FPE 15,500.00 1162.50 25% 2,712.50 FW/FE Consulting Services FPE 8,100.00 607.50 25% 1,417.50 Services - Consulting - Subtotal: 4,130.00 Training Financial Edge Learn: The Financial Edge More 3 2,700.00 980.00 1,720.00 Invoice Period: 12/03/2012 - 12/02/2013 Training - Subtotal: 1,720.00 Please send remittance payable in US FUNDS to: Subtotal $9,278.36 By mail: Blackbaud, PO Box 930256, Atlanta, GA 31193-0256 Taxes $0.00 Remittance may be wired to: Shipping $0.00 By ACH: Wells Fargo Bank, 401 Linden Street, Winston-Salem, NC 25317-0936 Total Amount (USD) $9,278.36 Routing# 053101626 Account# 2000013897651 Beneficiary: Blackbaud, Inc. By Wire: Wells Fargo, 420 Montgomery Sl - 7th FI, San Francisco, CA 94104-1298 Swift: WFBIUS6S Routing# 121000248 Account# 2000013897651 Beneficiary: Blackbaud, Inc. To ensure proper credit, please return the remittance advice attached above with your check. For billing Inquires please Please send correspondence to: 2000 Daniel Island Drive 03111s300d68-8996 choose options. Payment of this invoice indicates your willingness to be bound by the standard Blackbaud Charleston, SC 29492 Terms and Conditions, available on hap.limaintenance Blackbaud. com. A copy can be provided upon request. Thank You. Attn: Accounts Receivable blackbaud' I Target Analytics, Bill -To -Party Kelly Avery Town of Gulf Stream 100 Sea Road Gulf Stream FL 33483 Description Lie Option Maintenance Fund Accounting Solutions Maintenance Invoice Period: 12/03/2012 - 04/30/2013 Maintenance - Subtotal: Page 2 of 2 Invoice Information SitelD 31660 Invoice No. 90513259 Invoice Date 11/30/2012 Reference No. 1000109142 Quantity Unit Price Discount % Bill Total Cost Kyl-W : 348.36 Kelly Avery From: Shevlin Howe [Shevlin. Howe@blackbaud.com] Sent: Tuesday, December 18, 2012 2:50 PM To: Kelly Avery Subject: RE: Invoice We need to make some internal adjustments and get a revised invoice to you. Very sorry for the miscommunication. From: Kelly Avery [mailto:kaverv(&gulf-stream.oral Sent: Tuesday, December 18, 2012 2:27 PM To: Shevlin Howe Subject: RE: Invoice Shevlin — Before I got this email, I called accounting to see if they knew why I got the bill. They informed me they didn't have the version of the contract that I had and I had to scan the page that we were in question about to them. They may need an updated contract sent to them. Kelly Avery Accountant/Assistant to the Finance Director Town of Gulf Stream 100 Sea Rd. Gulf Stream, FL 33483-7427 561-276-5116 561-737-0188 fax From: Shevlin Howe[mailto:Shevlin.Howe(o)blackbaud.coml Sent: Tuesday, December 18, 2012 2:14 PM To: Kelly Avery Subject: Invoice Hi Kelly, I'm in a training session this afternoon and missed your call. Sorry about that! Per my conversation with Bill you should have received an invoice for the software and training subscription, but not for any of the consulting work. Looks like we billed you for $4,500 of that I don't know why. I asked our team to get a revised invoice out to you that reflects the billing terms to remove that $4,500 fee. We will be in touch and I'm very sorry about the error! Shevlin Howe Account Manager - Fund Accounting Solutions blackbaud ., Blackbaud,Inc. 2000 Daniel Island Drive, Charleston, SC 29492 Direct: 843.654.3127 1 Mobile: 843.737.2702 Shevlin.Howe®blackbaud.com I blackbaud.com See how The Financial Edge can help YOU! Kelly Avery From: Melissa Spishak [Melissa.Spishak@blackbaud.com] Sent: Monday, May 13, 2013 10:45 AM To: Kelly Avery Cc: Bryan D'Ottavi; Training Help Subject: Financial Edge Learn More Training package for site id 31660 Town of Gulf Stream Kelly: I hope this email finds you well. I want to apologize for any inconvenience on your part with regards to the training package. I have verified that you paid for the period of 12/3/12-12/2/13 and have asked that your training package reflect that so as you move forward with training you won't have any further issues. When we processed the credit for the incorrect package period it was marked inactive in error and I apologize for that. I have copied our training department on this email so that they are aware that you have an active Learn more training subscription through 12/2/13 and that I have asked our renewal operations make the appropriate changes internally. Again, I apologize for any misunderstanding and inconvenience and hope that you enjoy your upcoming training classes. If you have any additional problems or questions please let me know and I will be happy to help! Melissa Spishak Customer Renewals Specialist Blackbaud, Inc. 2000 Daniel Island Drive, Charleston, SC 29492 Direct 843-654-3939 Toll Free: 800-443-9441 ext. 3939 Melissa.Soishak®blackbaud.com I blackbaud.com This email contains confidential and proprietary information. It is for the intended recipient onlyif an addressing or transmission error has misdirected this email. please notify the author by replying to this email. If you are not the intended recipient, you may not use, disclose, distribute, copy, or print this email. blackbaud'N your passion > our purpose Ship -To -Party Town of Gulf Stream 100 Sea Road Gulf Stream FL 33483 Bill -To -Party Linda Harvel Town of Gulf Stream 100 Sea Road Gulf Stream FL 33483 Renewal Invoice Invoice Date Invoice Number Customer Number 04/03/2013 90559048 1000109142 Amount Due (USD) $2,700.00 To ensure proper credit, please include INVOICE NO. 90559048 and CUSTOMER NO. 1000109142 on your check. Site ID PO Number Sales Order ATP Number Payment Terms Due Date 31660 40181580 528570 Net due in 30 days 05/03/2013 Description Renewal: Fund Accounting Solutions Maintenance Plan: Adv Professional; Service Period: 05/01/2013 - 04/30/2014 Invoice Period: 05/01/2013 - 04/30/2014 Learn: The Financial Edge More Quantity iV Total Cost 2,700.00 Subtotal $2,700.00 Please remit payment to: Taxes $0.00 Blackbaud Shipping $0.00 PO Box 930256 Invoice Total (USD) $2,700.00 Atlanta, GA 31193-0256 For billing inquiries please call 1-800-468-8996 choose option 4 or Accounts. Receivable@Blackbaud.cam To ensure proper credit, please include INVOICE NO. 90559048 and CUSTOMER NO. 1000109142 on your check. Payment of this invoice indicates your willingness to be bound by the Standard Blackbaud Terms and Conditions available on http://maintenance.blackbaud.com. A copy can be provided upon request. Thank you for your prompt payment! Page 1 of 1 blackbaud" your passion > our purpose Ship -To -Party Town of Gulf Stream 100 Sea Road Gulf Stream FL 33483 Bill -To -Party Linda Harvel Town of Gulf Stream 100 Sea Road Gulf Stream FL 33483 Credit Memo (Do not remit payment) Invoice Date Invoice Number Customer Number 04/23/2013 90564153 1000109142 Total Credit (USD) $2,700.00 Site ID PO Number Sales Order ATP Number Payment Terms Due Date 31660 $2,700.00 60041981 Description Lic Option quantity Unit Price Training Financial Edge Learn: The Flnanclel Edge More 3 2,700.00 Credit for Maintenance cancellation Once this credit has been applied, the balance of Invoice # 90559048 will be $0.00 Thank you. Training -Subtotal: % Bill Total Credit 2,700.00 2,700.00 Subtotal $2,700.00 Taxes $0.00 Shipping $0.00 Total Credit (USD) $2,700.00 Do not remit payment For billing inquiries please call 1-800-468-8996 choose option 4 or Accounts.Receivable@Biackbaud.com Pagel or 1