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HomeMy WebLinkAboutResolution No. R23-07RESOLUTION NO. R23-07 A RESOLUTION OF THE CITY COUNCIL AUTHORIZING THE MAYOR TO ACCEPT THE SERVICE ORDER FROM CLEARGOV, INC. AND EXECUTE ALL 17 1 11Z�l1161 WQ.`a BE IT RESOLVED, by the City Council of the City of Laurel, Montana: Section 1: Approval. The Service Order from ClearGov, Inc. (hereinafter "the ClearGov Service Order"), as well as all other respective agreements related to the performance of the services to be provided by ClearGov, Inc., copies attached hereto and incorporated herein, are hereby approved. Section 2: Execution. The Mayor is hereby given authority to accept the Service Order from ClearGov, Inc., as well as execute all necessary agreements for the provision of services by ClearGov, Inc., as reflected in the documents attached hereto and incorporated herein. Introduced at a regular meeting of the City Council on the 14th day of February 2023 by Council Member Eaton. PASSED and APPROVED by the City Council of the City of Laurel, Montana on the 14`h day of February 2023. APPROVED by the Mayor on the 141h day of February 2023. ATTEST: I i -r j Frl - _/ IfFl, CITY OF LAUREL Dave Waggoner, TWyor R23-07 Authorize Service Order and Related Documents with ClearGov, Inc. APPROVED AS TO FORM: IGI1�G � I Michele L. Braukmann, Civil City Attorney R23-07 Authorize Service Order and Related Documents with ClearGov, Inc. Created by Kristin Fine Order Date Feb 9, 2023 Contact Phone 972-948-2999 Order valid if signed by e b 17, 202 Contact Email kfine@cleargov.com Customer Information Customer City of Laurel, MT Contact Kelly Strecker Billing Contact Kelly Strecker Address 115 W 1st St Title City Clerk/Treasurer Title City Clerk/Treasurer City, St, Zip Laurel, MT 59044 Email kstrecker@laurel.mt.gov Email kstrecker laurel.mt. ov Phone 406-628-7431 PO # (If any) The Services you will receive and the Fees for those Services are... Billing Date(s) Amount(s) Notes Jul 1, 2023 Set up Services Tier/Rate Service Fees ClearGov Setup: Includes activation, onboarding and training for ClearGov solutions Tier 1 $ 6,000.00 ClearGov Setup Bundle Discount: Discount for bundled solutions Tier 1 $ (2,400.00) Total ClearGov Setup Service Fee - Billed ONE-TIME $ 3,600.00 Subscription Services Tier Service Fees ClearGov Operational Budgeting - Civic Edition Tier 1 $ 8,700.00 ClearGov Personnel Budgeting - Civic Edition Tier 1 $ 8,300.00 ClearGov Capital Budgeting - Civic Edition Tier 1 $ 5,400.00 ClearGov Digital Budget Book - Civic Edition Tier 1 $ 4,950.00 ClearGov Transparency - Civic Edition Tier 1 $ 4,300.00 ClearGov Budget Cycle Management Bundle Discount: Discount for bundled solutions Tier 1 $ (18,855.00) Total ClearGov Subscription Service Fee - Billed ANNUALLY IN ADVANCE $ 12,795.00 ClearGov will provide your Services according to this schedule... Period Start Date End Date Description Setup Jul 1, 2023 Jul 1, 2023 ClearGov Setup Services Initial Jul 1, 2023 Jun 30, 2026 ClearGov Subscription Services To be clear, you will be billed as follows... Billing Date(s) Amount(s) Notes Jul 1, 2023 $3,600.00 One Time Setup Fee Jul 1, 2023 $12,795.00 Annual Subscription Fee Additional subscription years and/or renewals will be billed annually in accordance with pricing and terms set forth herei Billing Terms and Conditions Valid Until Feb 17, 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. Initial Period Rate Increase 3% per annum During the Initial Service Period, the Annual Subscription Service Fee shall automatically increase by this amount. Rate Increase 6% per annum After the Initial Service Period, the Annual Subscription Service Fee shall automatically increase by this amount. General Terms & Conditions Appropriations Customer shall have the option to terminate this ClearGov Service Order in advance of any annual renewal in the event that the applicable appropriating body does not appropriate funds for such uocoming renewal period. During the first thirty (30) days of the Service, Customer shall have the option to terminate the Service, by Customer Satisfaction providing written notice. In the event that Customer exercises this customer satisfaction guarantee option, such Guarantee termination shall become effective immediately and Customer shall be eligible for a full refund of the applicable Service Fees. Statement of Work 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 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. 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 Term & Termination 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 Auto -Renewal for successive annual periods (each an Annual Term', unless either Parry 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 Agreement 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: 11t1p:1/www ClearGov coni/lerms-and-cnnditions. This Service Order incorporates by reference the terms of such ClearGov BCM Service A reemenL Custor er Signature o6. Name �1TV \,ViS 6rAAJ i' Title ClearGov, Inc. Signature Name Bryan A. Burdick 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 No If Yes: Original Service Order Date Appropriations Customer shall have the option to terminate this ClearGov Service Order in advance of any annual renewal in the event that the applicable appropriating body does not appropriate funds for such upcoming renewal period. During the first thirty (30) days of the Service, Customer shall have the option to terminate the Service, by Customer Satisfaction providing written notice. In the event that Customer exercises this customer satisfaction guarantee option, such Guarantee termination shall become effective immediately and Customer shall be eligible for a full refund of the applicable Service Fees. Statement of Work 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 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. 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 Term & Termination 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 Auto -Renewal 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. 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 Agreement 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: httpJ/www.ClearGov.com/terms-and-conditions. This Service Order incorporates by reference the terms of such ClearGov BCM Service Agreement. CustonWr Signature ��— on �7 �✓ Name D&46 Title ClearGov, Inc. Signature Name Bryan A. Burdick 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 No If Yes: Original Service Order Date 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 - 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.