P.O. Box 22474
Louisville, Kentucky 40252
Phone: 502/228-6829
Fax: 801/697-4652
Fax
Fax: / 409-899-3426 / Pages: / 6 total
Phone: / Date: / 09/28/2018
Re: / Website / CC:
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Here are the documents we discussed on the phone. Call if you have any questions or concerns that we can address!
Thanks again.
Neil
DRAKE TECHNOLOGIES, INC.
CPASITES.COM
SALES AGREEMENT
This Agreement, by and between Drake Technologies, Inc. (hereinafter referred to as “Drake”), and Lawrence Blackburn Meek Maxey & Co. (hereinafter referred to as “Client”). Drake agrees to provide and manage an Internet website (hereinafter referred to as “Website”) for Client under the following selected terms and conditions:
SET-UP TERMS AND FEES
There are two levels of set-up terms and fees to choose from. Please indicate your selection.
[ ]Client has an existing Website that Client does not wish to have re-designed. Drake will design the frames page and artwork for Client and make appropriate links available per the Management and Hosting Fee selection. Fee for set-up is $450.00. This fee does not include the monthly Management and Hosting fee.
[ ]Client does not have an existing Website and wishes Drake to create a Website, or wishes Drake to re-design existing site. Fee for set-up and design is $1450.00 ($950.00) for up to 12 pages. This fee does not include the monthly Management and Hosting fee.
MANAGEMENT AND HOSTING FEES
There are two levels of management and hosting fees to choose from. Please indicate your selection.
[ ] LIMITED
The monthly fee for the Limited Level is $50.00. This will include monthly search engine registration, 10 calculators (Loan Amortization, Retirement Saving, Net Worth, Cash Flow, Future Value, Tax Estimator, IRA Distribution, Portfolio Mix, Mortgage Qualification and Mortgage Refinance); and links and databases (Fed. Info Summary, State Summary page w/links to all states, Detailed State Info Page for the Client's home state, and Six other pages of business and financial links).
[ ] INTERMEDIATE
The monthly fee for the Intermediate Level is $85.00. This will include all that is offered with the Limited Service, plus a quarterlynewsletter with archived articles. The newsletter and/or individual articles can be downloaded from your website and e-mailed to your clients or reprinted in your local client newsletter.
[ ] COMPLETE
The monthly fee for the Full and Complete Level is $150.00. This will include all that is available from the Intermediate level and an additional 23 calculators (for a total of 33, with more calculators scheduled to be released in 2001); a monthly newsletter with archived articles; sixty (60) additional pages of tax database and business and finance links. Drake also agrees to include up to 1/2 hour each month to update Client's site for changes (adding or removing employees, changing wording, updating staff bios, announcements, adding an in-house newsletter, etc).
Updates to the newsletter will consist at a minimum of two to three new business or tax articles written by CPAs or other business or tax professionals as well as an update of the archives, databases and links sections of the Website. The Website may also be updated immediately with new articles any time an important national business or tax issue arises. These prices are guaranteed for a period of twelve (12) months beginning with the date of contract. Invoices will be mailed, faxed or e-mailed on the 15th day of each month for payment due in advance on the first day of the following month of service.
Drake agrees to grant Client exclusive rights to the newsletter (News & Views, Your Accounting Edge or Financial Analysis) in the Client’s geographic area. Client’s geographic area is defined as the larger of; (a) the metropolitan area, if applicable, where its primary office is located; or (b) the area encompassing a radius of fifty (50) miles around Client’s primary office.
If Drake designs Website for Client, Drake will also provide Client up to 10 megabytes of server space for client articles or information on Client’s services, employees, local business and tax issues, etc. That service also includes customization of the Website including Client’s frame and up to twelve standard pages of Client information during the initial design of the Website. Any additional Client information will be added to any website, at any time during or after the initial set-up, at a cost of Fifty ($50.00) Dollars per hour. Quotes will always be provided in advance when requested by Client. If the information (photo or articles) is provided in electronic format compatible with html programming, then the agreed upon price for any additional information added to the Website is Twenty-Five Dollars ($25.00) per occurrence. All Client additions in compatible electronic format must be provided at least 48 hours in advance (or one week in the case of non-electronic information).
Client agrees to maintain its Website subscription with Drake for a period of twelve (12) months. After that date, this agreement may be cancelled by written notice thirty days in advance to Drake. If notification of cancellation is not received, Drake will continue to provide service as mentioned above. If, however, Client does wish to cancel, upon cancellation, Drake agrees to provide Client with all Website content designed exclusively for Client as part of the initial set-up or provided to Client on an hourly basis.
Client agrees that all Website articles, designs and information, not added or maintained exclusively for Client, are copyrighted by Drake Technologies, Inc. Client will not reproduce any copyrighted information, either electronically or otherwise, with the intent to distribute via mailings or otherwise, without the prior written consent of Drake Technologies, Inc.
Client agrees to hold Drake harmless for any legal fees or damages which may arise from users of the Website acting on any advice or information given. Drake agrees to provide links throughout the Website to a disclaimer page advising Website users to seek professional advice before acting on any Website information.
The undersigned, an authorized representative of Lawrence Blackburn Meek Maxey & Co.does hereby agree to the terms and conditions of this Agreement on this the ____ Day of August, 2001.
Drake Technologies, Inc. Lawrence Blackburn Meek Maxey & Co.
. .
Paula Bellomy
Sr. Sales Administrator Title: .
APPROXIMATE OUTLINE OF SET-UP
1)Contract is signed and initial deposit* is sent to Drake Technologies from Client.
Please return an original, signed contract to Drake Technologies.
2)Within two weeks of Contract, Client will provide initial information to Drake Technologies. This information will generally consist of the following: letterhead, brochures, any and all advertising, specific colors desired (with RBG numbers if known), partner & staff bios, photos, etc. The most important advice we can give is to scan through other websites on the internet and pick examples of styles, content and colors that you would like for your firm's site. If you print a particular webpage using your browser, the address for that page will appear on the printout and we can use that to go and "retrieve" a particular color you like. Please note: Colors will appear significantly different on an illuminated screen (due to "backlighting") than they do on flat paper (which is reflective light). We would appreciate having any and all information you send us to be in electronic format, but we don't require it. It saves us a significant amount of time, obviously to not have to re-type information. While we can scan in any logo or artwork you may have, the quality will "generally" be better if we have the original software design from your advertising agency, but that also is not required.
3)Drake will set up an initial front page within 3 weeks and contact Client with a “construction site” for Client to view and approve for the “go-ahead” for the rest of the site construction. Drake will contact Client with the location of said site once it has been created.
4)Client will have three (3) weeks (but not more than four) within which to review and make adjustments/changes to Website.
5)Drake will have approximately three weeks in which to provide the rest of the Website for the Client to view and approve.
6)Upon approval of Website, notification will be sent to various search engines and Website will be uploaded to Client’s domain name.**
* The initial deposit is one-half of the setup fee if Drake is designing a new site for the Client or the full $450 setup if Drake is merely linking in to an existing Client site.
** If Client does not already have a registered (with the Internic) domain name, Drake will apply for this using the “top three” choices of Client. Billing will come directly to Client from the Internic. (Approximate cost is $70.00 for 2 years)