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5.08 5.8 SERVICES\\ClearGov - Budget Software and Subscription Services- 4-5-2021 RESOLUTION AUTHORIZING ENGAGEMENT OF CLEARGOV FOR PROFESSIONAL SERVICES RELATED TO IMPLEMENTATION OF DIGITAL BUDGET BOOK SOFTWARE RESOLUTION NO.: _______________________________________________________, 2021 INTRODUCED BY: _______________________________________________________ WHO MOVED ITS ADOPTION SECONDED BY: _______________________________________________________ WHEREAS, at the recommendation of the Town Budget Officer, the Queensbury Town Board wishes to authorize engagement of ClearGov for professional services related to implementation of the Digital Budget Book software for a sum not to exceed $1,800 for setup/implementation services and $7,400 annually for subscription and support services in accordance with ClearGov’s Mar 26, 2021 Service Order presented at this meeting, NOW, THEREFORE, BE IT RESOLVED, that the Queensbury Town Board hereby authorizes and directs engagement of ClearGov for professional services related to implementation of the Digital Budget Book software for a sum not to exceed $1,800 for setup/implementation services and $7,400 annually for subscription and support services in accordance with ClearGov’s Mar 26, 2021 Service Order substantially in the form presented at this meeting, to be paid from such account(s) as may be deemed appropriate by the Town Budget Officer, and BE IT FURTHER, RESOLVED, that the Town Board further authorizes and directs the Town Supervisor to sign such Service Order substantially in the form presented at this meeting along with any other needed documentation and the Town Supervisor, Town Budget Officer and/or Town Purchasing Agent to take any and all action necessary to effectuate the terms of this Resolution. th Duly adopted this 5 day of April, 2021, by the following vote: AYES : NOES : ABSENT: R r.v.,,... .",,,,x A'q, `„�'� ,y`,�xvitt�R�$��+�+ r v :;�! 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Qt 2 S # t 4a re?s^xeY .a1. .«#'Created.by Rob Battaglia Order Date, Mar 26,2021 Contact Phone 631 747 3253 Apr 30, 2021 Order valid if signed by Contact Email rbattaglla@cleargov.com 5 �y eg ` , � AitA674; - A � s r ; � ,, e k , . . _, _ "._� _ 3 'i _ , Customer Town of Queensbury -,:Contact Barbara Tierney Billing Contact Address, 742 Bay Road Title Budget Officer Title. City,St,Zip Queensbury,NY 12804 Email barbarat@queensbury.net ;Email Phone 518-761-8240 PO#(If any): e cl'ea , out, vifl b'e billed as o ia.� :� , .4.,15 - '�1: � � p4 '.Billing'Date(s) ,• . Amounts) : Notes ', May 1, 2021 $ 6,733.33 Setup Fee;8 Month Pro-Rata Subscription Fee Jan 1,2022 $ 7,400.00 Annual Subscription Fee Additional subscription years and/or renewals will be billed annually in accordance with pricing and terms set forth herein. g ea:M,00 ill'B a ,ides of r1*$'17r9 ees;;Ac:cordii a i1 s`« ,67d law; $ '4 l_ 5 P, , ; , Period ; Start Date •;`.End Date ; ._ ,, Description Setup May 1, 2021 May 1,2021 ClearGov Setup Services Pro-Rata May 1,2021 Dec 31,2021 ClearGov Subscription Services Initial Jan 1,2022 Dec 31, 2026 ClearGov Subscription Services -''' 'iui rkiti r cei, a andtfie'` re' 4.` Wv i = Set up Services` Tier/Rate Service Fees ClearGov Setup:Indudes activation,onboarding and training for ClearGov solutions. Tier 2 $ 1,800.00 Total ClearGov Setup Service Fee-Billed ONE-TIME $ 1,800.00 Subscription Services Tier` Service Fees ClearGov Digital Budget Book-Civic Edition Tier 2 $ 7,400.00 ClearGov Capital Budgeting Lite-Civic Edition Tier 2 No Charge Total ClearGov Subscription Service Fee-Billed ANNUALLY IN ADVANCE $ 7,400.00 Billing Terms and Conditions Valid Until : Apr 30,2021 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 3%per annum After the Initial Service Period,the Annual Subscription Service Fee shall automatically increase by this amount on an annual basis, unless ClearGov and Customer mutually agree In writing to a revised rate for a new multi-year Service Order. Mt itiditIVZ POL:tx Y '''"IJ i t n A 'Y �Q, d id�5 a. �, �_ �:,v� '�.{t �z�a�as fs s�_�:a n���'_s'u.1. Customer Satisfaction' During the first thirty(30)days of the Service,Customer shall have the option to terminate the Service,by providing written notice. In Guarantee the event that Customer exercises this customer satisfaction guarantee option,such termination shall become effective immediately and Customer shall be eligible for a full refund of the applicable Service Fees. Subject to Customer's approval,ClearGov will format,onboard and categorize Customer's revenue and expense data based on files provided by Customer(the"Deliverables").ClearGov will make commercially reasonable efforts to complete the onboarding process in Financial Data Onboarding a timely fashion,provided that Customer submits the Deliverables and responds to review and approval requests by ClearGov in a and Deliverables• 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 this Service Order.Customer shall be solely responsible for inputing applicable text narrative,custom graphics,performance metrics,capital requests and personnel data and other such information for budget books,projects,dashboards,etc. f ' The Service Fees and Billing amounts set forth above in this ClearGov Service Order DO NOT include applicable taxes.In accordance Taxes 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 Terrti,&Terminationupon 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. ApPropr�at�ons Customer shall have the option to terminate this ClearGov Service Order in advance of or within 30 days after any annual renewal in the event that the applicable appropriating body does not appropriate funds for such upcoming renewal period. After the Initial Period,the Service Period for any ClearGov Annual Subscription Services shall automatically renew for successive Auto-Renewal ' 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 Order and also acknowledges that you Agreement have read and agree to the terms and conditions set forth in the ClearGov 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 Service Agreement X7 3� z qt.�St011'le`1� F° ``. .':1: st. �_ ... . H ClearGov Inc f, , ;.Signature Signature Name, Name Bryan A.Burdick Title Title President • Please Service Order to C)rd ers@Clearcov con, or Fax to;(774)759.3045