ClearPlans Service Order

City of El Mirage — Regular Meeting (2023-03-07)

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Service Order
2 Mill & Main; Suite 630; Maynard, MA 01754
Created by Michael Lanza
Order Date
Feb 14, 2023
Contact Phone (617) 816-7726
Order valid if signed by
Mar 8, 2023
Contact Email mlanza@cleargov.com
Customer Information
Customer City of El Mirage
Contact Macy Walker
Billing Contact Macy Walker
Address 10000 N El Mirage Road
Title Fiscal Services Administrator
Title Fiscal Services Administrator
City, St, Zip El Mirage, AZ 85335
Email mwalker@elmirageaz.gov
Email mwalker@elmirageaz.gov
Phone (623) 972-8116
PO # (If any)
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 3
($
2,400.00)
      
ClearGov Setup Bundle Discount: Discount for bundled solutions
Tier 3
($
(960.00)
       
Total ClearGov Setup Service Fee - Billed ONE-TIME ($
1,440.00)
   
Subscription Services
Tier
Service Fees
ClearGov ClearPlans - Civic Edition
Tier 3
($
10,500.00)
    
ClearGov Budget Cycle Management Bundle Discount: Discount for bundled solutions
Tier 3
($
(3,675.00)
    
Total ClearGov Subscription Service Fee - Billed ANNUALLY IN ADVANCE ($
6,825.00)
   
Special Terms
Applies to
Amount
ClearGov will provide your Services according to this schedule...
Period
Start Date
End Date
Description
Setup
Aug 1, 2023
Aug 1, 2023
ClearGov Setup Services
Pro-Rata
Aug 1, 2023
Jun 30, 2024
ClearGov Subscription Services
Initial
Jul 1, 2024
Jun 30, 2027
ClearGov Subscription Services
To be clear, you will be billed as follows...
Billing Date(s)
Amount(s)
Notes
Aug 1, 2023
($
1,440.00)
         
One Time Setup Fee
Aug 1, 2023
($
6,256.25)
          
11 Month Pro-Rata Subscription Fee
Jul 1, 2024
($
6,825.00)
         
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
Valid Until
Mar 8, 2023
Pricing set forth herein is valid only if ClearGov Service Order is executed on or before this date.
Payment
Net 30
All invoices are due Net 30 days from the date of invoice.
Rate Increase
6% per annum After the Initial Service Period, the Annual Subscription Service Fee shall automatically increase by this amount.
General Terms & Conditions
Statement of Work
ClearGov and Customer mutually agree to the ClearGov Service activation and onboarding process set forth in the 
attached Statement of Work.

Taxes
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 demonstrating Customer's exemption from such taxes.
Term & Termination
Subject 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.
Auto-Renewal
After the Initial Period, the Service Period for any ClearGov Annual Subscription Services shall automatically renew for 
successive annual periods (each an "Annual Term”), 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.
Agreement
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 BCM 
Service Agreement found at the following URL: http://www.ClearGov.com/terms-and-conditions. This Service Order 
incorporates by reference the terms of such ClearGov BCM Service Agreement.                                                
Customer
ClearGov, Inc.
Signature
Signature
Name Crystal Dyches
Name Bryan A. Burdick
Title City Manager
Title President
Please e-mail signed Service Order to Orders@ClearGov.com or Fax to (774) 759-3045
Customer Upgrades (ClearGov internal use only)
This Service Order is a Customer 
Upgrade
Yes
If Yes: Original Service Order Date
4/6/20

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 conferencing.
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 link 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 IM 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.