HomeMy Public PortalAboutClearGov Service OrderClearGov®
2 Mill & Main; Suite 630; Maynard, MA 01754
Service Order
Created by
Contact Phone
Contact Email
Nathaniel Pecina
512-507-5879
npecina@cleargov.com
Order Date
Order valid if signed by
Oct 17, 2022
Oct 31, 2022
Customer Information
Customer
Address
City, St, Zip
Phone
Crestview, FL
198 North Wilson Street
Crestview, Florida 32536
850-682-1560
Contact
Title
Email
JB Whitten
Mayor
ginatoussaint@cityofcrestview.org
Billing Contact
Title
Email
PO # (If any)
Gina Toussaint
Finance Director
ginatoussaint@dtyofcrestview.org
The Services you will receive and the Fees for those Services are...
Set up Services Tier/Rate Service Fees
ClearGov Setup: Includes activation, onboarding and training for ClearGov solutions. Tier 2 $ 9,000.00
ClearGov Setup Bundle Discount: Discount for bundled solutions. Tier 2 $ (3,600.00)
Total ClearGov Setup Service Fee - Billed ONE-TIME $ 5,400.00
Subscription Services Tier Service Fees
Tier 2 $ 12,700.00
ClearGov Personnel Budgeting - Civic Edition Tier 2 $ 12,100.00 l
ClearGov Capital Budgeting - Civic Edition Tier 2 $ 8,500.00 1
ClearGov Digital Budget Book - Civic Edition Tier 2 $ 7,750.00 1
ClearGov Transparency - Civic Edition
Tier 2 $ 6,950.00 1
ClearGov Budget Cycle Management Bundle Discount_ Discount for bundled solutions. Tier 2 $ (21,600.00) 1
Total ClearGov Subscription Service Fee - Billed ANNUALLY IN ADVANCE $ 26,400.00 I
ClearGov Operational Budgeting - Civic Edition
ClearCov will provide your Services according to this schedule...
Period Start Date End Date Description
Setup Nov 1, 2022 Nov 1, 2022 ClearGov Setup Services
Pro-Rata Nov 1, 2022 Sep 30, 2023 ClearGov Subscription Services
Initial Oct 1, 2023 Sep 30, 2025 ClearGov Subscription Services
To be clear, you will be billed as follows...
Billing Date(s)
Amount(s) Notes
Nov 1, 2022 $
Nov 1, 2022 $
Oct 1, 2023 $
Oct 1, 2024 $
5,400.00 One Time Setup Fee
24,200.00 11 Month Pro-Rata Subscription Fee
26,400.00 Annual Subscription Fee
26,400.00 Annual Subscription Fee
Additional subscription years and/or renewals will be billed annually in accordance with pricing and terms set forth herein.
Billing Terms and Conditions
Oct 31, 2022 Pricing set forth herein is valid only if ClearGov Service Order is executed on or before this date.
Net 30 All invoices are due Net 30 days from the date of invoice.
3% per annum After the Initial Service Period, the Annual Subscription Service Fee shall automatically increase by this amount.
Valid Until
Payment
Rate Increase
General Terms & Conditions
Appropriations
Customer Satisfaction
Guarantee
Statement of Work
Taxes
Term & Termination
Auto -Renewal
Agreement
ClearGov acknowledges that this Service Order is subject to ongoing appropriations by Customer's applicable appropriating body and/or
City council.
During the first thirty (30) days of the Service, Customer shall have the option to terminate the Service, by providing written notice. In
the event that Customer exercises this customer satisfaction guarantee option, such termination shall become effective immediately and
Customer shall be elieible for a full refund of the applicable Service Fees.
ClearGov and Customer mutually agree to the ClearGov Service activation and onboarding process set forth in the attached Statement of
Work.
The Service Fees and Billing amounts set forth above in this ClearGov Service Order DO NOT include applicable taxes. In accordance
with the laws of the applicable state, in the event that sales, use or other taxes apply to this transaction, ClearGov shall include such
taxes on applicable invoices and Customer is solely responsible for such taxes, unless documentation is provided to ClearGov
epionstrat'nci Customer's exemption from such taxes.
ubject to the termination rights and obligations set forth in the ClearGov Service Agreement, this ClearGov Service Order commences
upon the Order Date set forth herein and shall continue until the completion of the Service Period(s) for the Service(s) set forth herein.
Each Service shall commence upon the Start Date set forth herein and shall continue until the completion of the applicable Service
Period. To be clear, Customer shall have the option to Terminate this Service Order on an annual basis by providing notice at least sixty
60} days prior to the end of the then current Annual Term.
After the Initial Period, the Service Period for any ClearGov Annual Subscription Services shall automatically renew for successive annual
periods (each an Annual Term'ry, unless either Party provides written notice of its desire not to renew at least sixty (60) days prior to
the end of the then current Annual Term.
This ClearGov Service Order shall become binding upon execution by both Parties. The signature herein affirms your commitment to pay
for the Service(s) ordered in accordance with the terms set forth in this ClearGov Service Order and also acknowledges that you have
read and agree to the terms and conditions set forth in the ClearGov Service Agreement found at the following URL: http://www.
ClearGov.comiterms-and-conditions. This Service Order incorporates b: reference the terms of such ClearGov Service Agreement.
Customer
Signature
Name
Title
JB Whitten
Mayor
Signature
Name
Title
ClearGov, Inc.
Bryan A. Burdick
President
Please e-mail signed Service Order to Orders(cClearGov.com or Fax to (774) 759-3045
Customer Upgrades (ClearGov internal use only)
This Service Order is a Customer Upgrade No 1
If Yes: Original Service Order Date
Statement of Work
This Statement of Work outlines the roles and responsibilities by both ClearGov and Customer required for the activation and onboarding of the ClearGov Service. ClearGov will
begin this onboarding process upon execution of this Service Order. All onboarding services and communications will be provided through remote methods - email, phone, and
web conferencinkr.
ClearGov Responsibilities
- ClearGov will activate ClearGov Service subscription(s) as of the applicable Start Date(s). ClearGov will create the initial Admin User account, and the Customer Admin User
will be responsible for creating additional User accounts.
- ClearGov will assign an Implementation Manager (IM) responsible for managing the activation and onboarding process. ClearGov IM will coordinate with other ClearGov
resources, as necessary.
- ClearGov IM will provide a Kickoff Call scheduling link to the Customer's Primary Contact. Customer should schedule Kickoff Call within two weeks after the Service Order has
been executed.
- ClearGov IM will provide a Data Discovery Call scheduling Zink to the Customer's Primary Contact. Customer should schedule Data Discovery Call based on the availability of
Customer's staff.
- ClearGov will provide Customer with financial data requirements and instructions, based on the ClearGov Service subscription(s).
- ClearGov will review financial data files and confirm that data is complete, or request additional information, if necessary. Once complete financial data files have been
received, ClearGov will format the data, upload it to the ClearGov platform and complete an initial mapping of the data.
- After initial mapping, ClearGov will schedule a Data Review call with a ClearGov Data Onboarding Consultant (DOC), who will present how the data was mapped, ask for
feedback, and address open questions. Depending upon Customer feedback and the complexity of data mapping requests, there may be additional follow-up calls or emails
required to complete the data onboarding process.
- ClearGov will inform Customer of all training, learning, and support options. ClearGov recommends all Users attend ClearGov Academy training sessions and/or read Support
Center articles before using the ClearGov Service to ensure a quick ramp and success. As needed, ClearGov will design and deliver customized remote training and
configuration workshops for Admins and one for End Users - via video conference - and these sessions will be recorded for future reference.
- ClearGov will make commercially reasonable efforts to complete the onboarding process in a timely fashion, provided Customer submits financial data files and responds to
review and approval requests by ClearGov in a similarly timely fashion. Any delay by Customer in meeting these deliverable requirements may result in a delayed data
onboarding process. Any such delay shall not affect or change the Service Period(s) as set forth in the applicable Service Order.
Customer Responsibilities
- Customer's Primary Contact will coordinate the necessary personnel to attend the Kickoff and Data Discovery Calls within two weeks after the Service Order has been
executed. If Customer needs to change the date/time of either of these calls, the Primary Contact will notify the ClearGov CSM at least one business day in advance.
- Customer will provide a complete set of requested financial data files (revenue, expense, chart of accounts, etc.) to ClearGov in accordance with the requirements provided
by ClearGov.
- Customer's Primary Contact will coordinate the necessary personnel to attend the Data Discovery and Data Review calls. It is recommended that all stakeholders with input
on how data should be mapped should attend. Based on these calls and any subsequent internal review, Customer shall provide a detailed list of data mapping requirements
and requested changes to data mapping drafts in a timely manner, and Customer will approve the final data mapping, once completed to Customer's satisfaction.
- Customer will complete recommended on -demand training modules in advance of customized training & configuration workshops.
- Customer shall be solely responsible for importing and/or inputting applicable text narrative, custom graphics, performance metrics, capital requests, personnel data, and
other such information for capital budget, personnel budget, budget books, projects, dashboards, etc.