Loading...
Service Solicited - 2026 - ClearGov - Budgeting SoftwareDocusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 CITY OF EAGLE PROFESSIONAL SERVICES AGREEMENT (Budget Software) This Professional Services Agreement ("Agreement") is entered into this ID day of September 2026, by and between the City of Eagle, an Idaho municipal corporation ("City") and C1earGov ("Contractor"). The City and Contractor are sometimes collectively referred to herein as the "Parties." RECITALS WHEREAS, the City desires to contract for budget software; WHEREAS, Contractor possesses the requisite qualifications, skills and the experience necessary to provide the budget software services contemplated in this Agreement; WHEREAS, Contractor shall provide such budget software services in accordance with the terms and conditions of this Agreement; WHEREAS, the Idaho Legislature during its 2023 legislative session passed an act, codified at Idaho Code § 67-2359, requiring public entities of the State of Idaho to include in certain contracts for services (including any renewals of such contracts) a written certification that the Vendor/Contractor is not currently owned or operated by the government of China and will not for the duration of the contract be owned or operated by the government of China; and NOW THEREFORE, and in consideration of the mutual promises contained herein, the Parties agree to the following: 1. Incorporation of Recitals: The above Recitals are a material part of this Agreement and are incorporated into the Services of this Agreement by reference as though they were fully set forth herein. 2. Services : The Contractor and/or its subcontractors shall provide the deliverables as identified in Exhibit A attached hereto and incorporated herein. ClearGov BCM Service Agreement, as identified in Exhibit B attached hereto and incorporated herein. C1earGov Service Proposal, as identified in Exhibit C attached hereto for reference. 3. Term; Renewal; AND Termination: This Agreement shall be for a twelve (12) month term. This Agreement may be renewed, annually if agreed to by the Contractor and City Council. The City reserves the right not to renew this Agreement for any reason. Either party shall have the right to terminate this Agreement at any time by giving sixty (60) days written notice of such termination. The City may terminate this Agreement immediately upon any breach of performance specified in this Agreement by the Contractor or any violation of State, Federal or local law. Notwithstanding any provision of this Agreement, Contractor shall not be relieved of liability to City for damages sustained by City by virtue of any breach of this Agreement by Contractor, and City may withhold any payments to Contractor for the purposes of set-off until such time as the exact amount of damages due City from Contractor is determined. This provision Page 1 of 4 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 shall survive the termination of this Agreement and shall not relieve Contractor of liability to City for damages. 4. Ownership and Intellectual Property: All materials produced for the City by Contractor under this Agreement shall become the property of the City except Contractor shall retain sole ownership of any know-how, software, source code, tools and methodologies developed by Contractor (hereinafter "work Product"). Contractor hereby grants to City a royalty -free, non- exclusive, worldwide, perpetual, fully transferable license to use, reproduce or create derivative works of the Work Product. 5. Compensation: The Contractor shall be paid for its services in an amount not to exceed Sixty Three Thousand One Hundred Dollars ($63,100.00), as identified in Exhibit A, C1earGov Service Order. 6. Additional Expenses: Usual and customary office expenses, as well as mileage compensation, shall not be considered for reimbursement to the Contractor. However, should other services be needed by the contractor prior written approval must be obtained by the City, for said expenses to be available for reimbursement. 7. Equipment, Materials, Supplies: Contractor shall supply, at Contractor's sole expense, all equipment, tools, materials, and/or supplies to accomplish the services to be provided under this Agreement. 8. Payment: The Contractor shall submit an invoice for payment to Eagle City Hall, P.O Box 1520, Eagle, Idaho 83616. Payment of Contractor's invoice cannot be made until a copy of Contractor's W-9 is provided to the City. Payment shall be made within thirty (30) days of receipt invoice. Should the 30th day fall on a weekend, the payment shall be due the following Monday. 9. Taxes: The Contractor assumes full and sole responsibility for payment of state and federal income tax, withholdings, social security, and other payroll taxes on any income attributable to the Contractor arising from compensation provided under this Agreement. As such the contractor shall be required to submit a completed W-9 prior to payment of its invoice. 10. Independent Contractor: At all times during the term of this Agreement, Contractor shall be an independent contractor and shall not be an employee of the City. City shall have the right to control Contractor only insofar as the results of Contractor's services rendered pursuant to this Agreement. City shall not have the right to control the means and methods by which Contractor accomplishes services rendered hereunder. Contractor shall indemnify the City against any liability arising out of an allegation or finding that Contractor is not an independent contractor. Contractor is not entitled to employee benefit programs or any protection afforded employees of the City of Eagle. Contractor is not prohibited from providing the same services for other businesses at any time except times which would present a conflict in providing City services under this Agreement. As a self-employed person, the Contractor will be solely responsible for payment of all federal and state taxes, will not be an employee of the City for worker's compensation or any other purposes, and will not have unemployment insurance benefits. Page 2 of 4 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 11. Contractor not Agent: Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, pursuant to this Agreement, to bind City to any obligation whatsoever. 12. Nondiscrimination: Contractor agrees not to discriminate against any person because of race, color, religion, sex, national origin, age, disability or marital status in any activity for which Contractor is providing services under this Agreement. 13. Indemnification: Contractor agrees to indemnify and save and hold harmless City from and for any and all losses, claims, actions, judgment for damages, or injury to persons or property and losses and expenses and other costs including litigation costs and attorney's fees, arising out of, resulting from, or in connection with the performance of this Agreement. 14. Notice: Communication between the Parties regarding day-to-day matters shall occur via e-mail or telephone. For Clarification on or direction regarding day-to-day matters. All other notices required to be given by either of the Parties shall be in writing and be deemed communicated when personally served, or mailed in the United States mail, addressed as follows: CITY OF EAGLE CONTRACTOR Attn: Lori Lord Attn: Kirsten Holle PO Box 1520 2 Mill & Main Suite 630 Eagle, ID 83616 Maynard, MA 01754 (208) 939-6813 (858) 239-0891 Email (General): Llord@cityofeagle.org Email: Kholle@cleargov.com Email (Financial): fnanceggityofea lg e.org 15. Compliance with Laws: Each party shall comply with all applicable Federal, State and local laws and regulations. 16. Assignment: This Agreement may not be assigned or delegated by either party without prior written consent of the other party. 17. Attorney's Fees: The prevailing party in any claims or disputes arising out of this Agreement shall be entitled to recover reasonable attorney's fees in addition to other relief which a court of competent jurisdiction may award. Page 3 of 4 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 19. Governing Law: This Agreement will be construed in accordance with the laws of the State of Idaho. 20. Heirs and Assigns: This Agreement and the terms and conditions hereof shall apply to and are binding upon the heirs, executors, administrators and assigns of the parties hereto. 21. Statutory Certifications: In accordance with Idaho Code Section 67-2359 C1earGov (company) hereby certifies that it is not owned or operated by the Government of China, as defined in said code section, and that during the Term of this Agreement it will not be owned or operated by the Government of China. 22. Severability: If any part of this Agreement is held to be invalid or unenforceable, such holding will not affect the validity or enforceability of any other part of this Agreement so long as the remainder of the Agreement is reasonably capable of completion. 23. Approval: The City and Contractor each acknowledge that this Agreement, even though agreed upon by the City's representatives, is not binding upon the City until such time as the Eagle City Council approves this Agreement and authorizes the Mayor to execute this Agreement on behalf of the City. IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first above written. CITY OF EAGLE: CONTRACTOR: Signed by: QVW6, rhSfA*iAA& �sE756E5�47 . . Brad Pike, Mayor Amita KOStamlan, CFO, ClearGov iT: o U . dap �o �O . !'9POsborn, City Clerk %, s;::• T,gTE OF •���. Updated 9/17/24 Page 4 of 6 Created By Kirsten Holle Order Date Jul 31, 2026 Contact Phone (858) 239 0891 Order Valid If Signed By Sep 30, 2026 Contact Email kholle@cleargov.com Customer Information Customer City of Eagle, ID Customer Annual Budgeted Expenditures - All Funds Total $42,000,000 Address 660 E. Civic Lane Contact Lori Lord Billing Contact Lori Lord City, St, Zip Eagle, ID 83616 Title City Treasurer - Deputy City Clerk Title City Treasurer - Deputy City Clerk Phone (208) 489-8807 Email Ilord@cityofeagIe.org Email Ilord@cityofeagle.org PO (Y/N) The One-time Fees & Professional Services you will receive are: Net Service Fees ClearGov Implementation: Includes activation, onboarding, and training for ClearGov solutions $ 22,500.00 Total ClearGov One -Time Net Service Fee - Billed ONE-TIME $ 22,500.00 The Subscription Services you will receive and the Fees for those Services are: Net service Fees ClearGov Platform ClearGov Operational Budgeting ClearGov Personnel Budgeting ClearGov Capital Budgeting ClearGov Digital Budget Book ERP Integration Total ClearGov Subscription Net Service Fee- Billed ANNUALLY IN ADVANCE $ 40,600.00 ClearGov will provide your Services according to this schedule: Period Start Date End Date Description Setup Oct 1, 2026 Oct 1, 2026 ClearGov Setup Services Initial Oct 1, 2026 Sep 30, 2027 ClearGov Subscription Services To be clear, you will be billed as follows: Billing Date(s) Amount(s) Notes Oct 1, 2026 $63,100 One-time (22,500) + Annual Subscription Fee (40,600) Additional subscription years and/or renewals will be billed annually in accordance with pricing and terms set forth herein. Billing Terms & Conditions Valid Until Sep 30, 2026 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 5% per annum The Annual Subscription Service Fee shall automatically increase by this amount. Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 erms & Conditions ClearGov and Customer mutually agree to the ClearGov Service activation and onboarding process set forth in the attached Statement of work Statement of Work. Please note that ClearGov will not activate and/or implement services for any Customer with outstanding balance past due over 90 days for any previous subscription services. The Service Fees and Billing amounts set forth above in this ClearGov Service Order DO NOT include applicable taxes. In Taxes 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. Pricing Conditions All fees listed herein reflect Net Service Fees after application of bundled and/or discretionary discounts. Pricing is interdependent therefore the removal or modification of any product or service may result in the recalculation of pricing. Subject to the termination rights and obligations set forth in the ClearGov BCM Service Agreement, this ClearGov Service Order Term & Termination 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 six 60 days prior to the end of the then current Annual Term. The ClearGov Annual Subscription Services shall automatically renew for successive annual periods (each an Annual Term"), Auto -Renewal 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. Appropriations ClearGov acknowledges that this Service Order is subject to ongoing appropriations by Customer's applicable appropriating body and/or board of directors. Agreement The signature below 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 attached BCM Service Agreement. This Service Order incorporates by reference the terms of such BCM Service Agreement. In event of any conflict between the terms set forth in this ClearGov Service Order and any terms or conditions set forth in the ClearGov BCM Service Agreement, the terms of this ClearGov Service Order shall prevail. Customer Signature Name I Lori Lord Title I City Treasurer - Deputy City Clerk ClearGov, Inc. Signature Signed by: FaM6, �bSfAtrotlAlit Name s� scars... Arml a os amlan Title Chief Financial Officer Please e-mail signed Service Order to Orders@ClearGov.com or Fax to (774) 759-3045 Order Type (ClearGov Internal Use Only) Select Order Type for this Service Order NILIf XS: 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. - If Customer is subscribing to any products that require data onboarding: - 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/activation 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. - If Customer is subscribing to any products that require data onboarding: - 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. Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Ahuearuov ClearGov BCM Service Agreement This ClearGov BCM Service Agreement (the 'Agreement l is made and entered into by and between ClearGov, Inc. ( "ClearGov ), a Delaware corporation with its principal offices at 2 Mill & Main; Suite 630, Maynard, MA 01754 and Customer(as defined in the applicable ClearGov Service Order) (each a "Party"and collectively the "Parties j. This Agreement governs the terms and conditions under which Customer may utilize the ClearGov Service as set forth herein and as specified in one or more applicable ClearGov Service Order(s) executed by Customer in connection herewith and incorporated herein (the "ClearGov Service Order(s)J. In event of any conflict between the terms set forth in this Agreement and any terms or conditions of any applicable ClearGov Service Order, the terms of the applicable ClearGov Service Order shall prevail. WHEREAS ClearGov owns and operates the ClearGov Service, a Web - based SaaS solution that includes a variety of ClearGov App(s) and provides various features and functionality via such ClearGov App(s); and WHEREAS Customer wishes to utilize the ClearGov Service in order to convey fiscal budget, key metrics and other information to the public as well as to leverage the functionality of such ClearGov App(s); NOW THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, ClearGov and Customer hereby agree as follows: 1) Definitions. Capitalized terms used in this Agreement, and not otherwise defined herein, shall have the following meanings: 1.1) 'Account" means an access point for the ClearGov Service that requires registration by the Customer. 1.2) "ClearGov API" means an application programming interface that provides access to specified content and functionality within certain ClearGov Apps. 1.3) "ClearGovApps"means collectively all of the Web applications hosted by ClearGov and available via the ClearGov Service, including but not limited to the applications listed in any applicable ClearGov Service Order. All features, functionality, reports, etc. for each ClearGov App are included as material elements of the applicable ClearGov App. ClearGov may modify, combine, add or delete ClearGov Apps from the ClearGov Service from time to time at its sole discretion, provided that in the event that ClearGov terminates or deletes any ClearGov App to which Customer is actively subscribing, ClearGov shall provide a pro-rata refund for the applicable portion of the Subscription Service Fee for the remainder of the then current Service Period. 1.4) "ClearGov Data"means any aggregated and normalized key metrics and benchmarking data collected by ClearGov for the delivery of the ClearGov Service. 1.5) "ClearGov Service"means the complete set of ClearGov software and related materials including but not limited to the ClearGov Apps, ClearGov Data, ClearGov Web Site, the Documentation and the Software. 1.6) "ClearGov Web Site"means the Web site owned and operated by ClearGov and made available at the following URL: http://www.ClearGov.com and/or any successor site(s). 1.7) "CustomerPDF"means one or more PDF files of Customer's digital documents created by Customer using the ClearGov Apps. 1.8) "Customer Data"means any data provided to ClearGov by or on behalf of Customer or any data entered or uploaded into the ClearGov Service by or on behalf of Customer, including Sensitive Data entered or provided by Customer. Customer Data specifically excludes ClearGov Data as well as any anonymized, customized, modified or derivative works related to the Customer Data. 1.9) "Customer State" means the state, commonwealth or territory in which the Customer is located. 1.10) "Customer Web Site"means any Web site owned and operated by Customer. 1.11) "Documentation" means any accompanying proprietary documentation made available to Customer by ClearGov for use with the ClearGov Service, including any documentation available online or otherwise. 1.12) "Sensitive Data., means any Customer Data that may reasonably be deemed sensitive and/or private in nature, including but not limited to personal wage garnishments, individual healthcare -related expenses, data protected by HIPAA, etc. 1.13) "Software "means the source code and/or other code which are material elements of the ClearGov Apps and ClearGov Service. 2) Service Usage & Licenses. 2.1) Account Password and Security. Customer shall protect its passwords and take full responsibility for Customer's own, as well as any third -party, use of the Customer Account(s). Customer is solely responsible for any and all activities that occur under such Customer Account(s), except for any activities performed by ClearGov as set forth herein. Customer agrees to notify ClearGov immediately upon learning of any unauthorized use of a Customer Account or any other breach of security. From time to time, ClearGov's support staff may log in to the Customer Account in order to maintain or improve service, including providing Customer assistance with technical or billing issues. Customer hereby acknowledges and consents to such access. 2.2) ClearGov License. Subject to the terms and conditions of this Agreement and as specifically set forth in the applicable ClearGov Service Order(s), ClearGov grants Customer a limited, revocable, non-exclusive, non -transferable, non - distributable, worldwide license to utilize the ClearGov Service for the following functionality: a) Content Delivery. Customer may integrate, link and publish applicable public -facing content from the applicable ClearGov Apps within one or more Customer Web Site(s); b) Application Access. Customer may access the ClearGov Apps via Customer's Account to utilize the functionality provided within such ClearGov Apps; and c) API Access. Customer may access the ClearGov API to distribute and display public -facing content from the ClearGov Apps within one or more Customer Web Site(s). 3) Term and Termination. 3.1) Term. The duration of this Agreement shall be defined in accordance with the Term set forth in all applicable Service Order(s). The Term shall commence upon the Start Date set forth in the first ClearGov Service Order executed between the Parties and shall continue in full force and effect until the termination or expiration of all applicable ClearGov Service Order(s) (the "Term J. 3.2) Termination. This Agreement and/or any applicable ClearGov Service Order may be terminated prior to the expiration of the term as follows: a) Either Party may terminate this Agreement if the other Party fails to cure a material breach of the Agreement within fifteen (15) days after receipt of written notice ClearGov, Inc. Service Agreement ver. 02.02.23 Page 1 of 4 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 thereof. b) Either Party may terminate this Agreement if the other Party is involved in insolvency proceedings, receivership, bankruptcy, or assignment for the benefit of creditors. c) Customer terminates with 60 days written notice prior to end of annual term. 3.3) Obligations. Upon expiration or termination of this Agreement: a) Each Party shall promptly return to the other all of the Confidential Information of the other Party in its possession or control; b) Customer shall cease use of the ClearGov Service and shall remove all links from the Customer Web Site(s) to any content provided by the ClearGov Apps, provided that Customer may continue to provide access to any Customer PDF(s). Customer shall be solely responsible for hosting and delivering such Customer PDF(s) as well as any ongoing costs for doing so; and c) Any outstanding fees shall become immediately due and payable, and termination of this Agreement shall not relieve Customer from its obligation to pay to ClearGov any such fees. 3.4) Survival. Sections 3.3, 3.4 and 4 through 8 inclusive shall survive any termination or expiration of this Agreement. 4) Fees and Billing. 4.1) Fees. Customer shall pay the Fees in accordance with the terms set forth in the applicable ClearGov Service Order. 4.2) Interest and Collections. Customer will be charged $50 for payments by checks that are returned due to insufficient funds. Any late payments will accrue interest equal to one and one-half percent (1.5%) per month, or the maximum amount allowable under law, whichever is less, compounded monthly. ClearGov shall be entitled to recover all reasonable costs of collection (including agency fees, attorneys' fees, in- house counsel costs, expenses and costs) incurred in attempting to collect payment from Customer. 4.3) Taxes. Customer is solely responsible for all applicable sales, use and other taxes and similar charges based on or arising from this Agreement or any ClearGov Service Order. In the event that Customer is exempt from sales tax, Customer will provide ClearGov with a tax-exempt certificate upon request. 5) Intellectual Property. 5.1) General. Both Parties may only use the other Parry's intellectual property as expressly set forth herein. Nothing in this Agreement shall be construed in any manner to affect or modify either Parry's ownership rights in any preexisting or future works, trademarks, copyrights or technologies developed or created by either Party, including without limitation, their respective proprietary software used in connection with the development and provision of their respective Web sites, databases, systems, products and/or services. Unless specifically agreed by the Parties in writing, all intellectual property, including without limitation information that could become the subject of a patent, copyright or trade secret, developed by a Party in the context of performing its obligations under this Agreement shall be exclusively owned by that Party and the other Party shall cooperate with any reasonable requests to execute documents confirming such ownership. 5.2) Data Ownership and License. a) Customer represents and warrants that it has obtained all data subjects' consent or otherwise has the full legal right necessary to provide the Customer Data to ClearGov for ClearGov's use as contemplated by this Agreement. Customer acknowledges that ClearGov shall have no legal liability for its use and/or the display of the Customer Data as contemplated by this Agreement. b) Customer represents and warrants that Customer shall not provide or enter Sensitive Data to be displayed in any publicly available element of the ClearGov Service. To the extent that Customer enters or uploads any Sensitive Data into the ClearGov Service, Customer shall assume full responsibility for the disclosure of such Sensitive Data. ClearGov is under no obligation to review and/or verify whether or not Customer Data includes Sensitive Data. c) Customer Data shall remain the property of Customer, and Customer hereby grants ClearGov a limited, perpetual, irrevocable and royalty -free right to use, copy, modify, and display the Customer Data within any ClearGov App(s) and for the purpose of providing the ClearGov Service. 5.3) Proprietary Rights Notice. The ClearGov Service and all intellectual property rights in the ClearGov Service are, and shall remain, the property of ClearGov. All rights in and to the ClearGov Service not expressly granted to Customer in this Agreement are hereby expressly reserved and retained by ClearGov without restriction, including, without limitation, ClearGov's right to sole ownership of the ClearGov API, ClearGov Apps, ClearGov Data, ClearGov Web Site, Documentation and Software. Without limiting the generality of the foregoing, Customer agrees not to (and to not allow any third party to): (a) sublicense, copy, distribute, rent, lease, lend or use the ClearGov Service outside of the scope of the license granted herein or make the ClearGov Service available to any third party or use the ClearGov Service on a service bureau time sharing basis; (b) copy, modify, adapt, translate, prepare derivative works from, reverse engineer, disassemble, or decompile the ClearGov Service or otherwise attempt to discover or reconstruct any source code, underlying ideas, algorithms, file formats, program interfaces or other trade secrets related to the ClearGov Service; (c) use the trademarks, trade names, service marks, logos, domain names and other distinctive brand features or any copyright or other proprietary rights associated with the ClearGov Service for any purpose without the express written consent of ClearGov; (d) register, attempt to register, or assist anyone else to register any trademark, trade name, service marks, logos, domain names and other distinctive brand features, copyrights or other proprietary rights associated with ClearGov other than in the name of ClearGov; or (e) modify, remove, obscure, or alter any notice of copyright, trademark, or other proprietary right or legend appearing in or on any item included with the ClearGov Service. If the use of the ClearGov Service is being purchased by or on behalf of the U.S. Government or by a U.S. Government prime contractor or subcontractor (at any tier), in accordance with 48 C.F.R. 227.7202-4 (for Department of Defense (DOD) acquisitions) and 48 C.F.R. 2.101 and 12.212 (for non -DOD acquisitions), the Government's rights in the ClearGov Service, including its rights to use, modify, reproduce, release, perform, display or disclose any elements of the ClearGov Service, will be subject in all respects to the commercial license rights and restrictions provided in this Agreement. 6) Representations, Warranties, Indemnification and Liability. 6.1) By ClearGov. ClearGov represents and warrants that: (i) the ClearGov Service shall be provided in accordance with, and shall not violate applicable laws, rules or regulations; and (ii) by using the ClearGov Service, Customer will not violate or in any way infringe upon the personal or proprietary rights of any third party, (iii) to ClearGov's knowledge, the ClearGov ClearGov, Inc. Service Agreement ver. 02.02.23 Page 2 of 4 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Service does not contain any virus, worm, Trojan horse, time bomb or similar contaminating or destructive feature; and (iv) ClearGov holds all necessary rights to permit the use of the ClearGov Service and all components thereof provided to Customer under this Agreement. 6.2) By Customer. Customer represents and warrants that: (i) it has all right, title, and interest in and to the Customer Data necessary for its use in connection with the ClearGov Service; and (ii) it shall not use the ClearGov Service in a manner or in connection with any activity that would violate this Agreement or any law, rule or regulation or rights of any third party. 6.3) By Both. ClearGov and Customer both represent and warrant that (i) each has full power and authority to enter into and perform its obligations under this Agreement; (ii) this Agreement is a legal, valid and binding obligation, enforceable against each Party in accordance with its terms; and (iii) entering into this Agreement will not knowingly violate the Agreement or any laws, regulations or third -party contracts. 6.4) Indemnification by ClearGov. At ClearGov's cost, ClearGov agrees to indemnify, hold harmless and defend Customer against any cost, loss or expense (including attorney's fees) resulting from any claims by third parties for loss, damage or injury (each, a "Claim) arising out of or relating to (i) ClearGov's breach of any term, condition, representation or warranty of this Agreement, (ii) ClearGov's violation of any third party rights in connection with the ClearGov Service or (iii) ClearGov's violations of applicable laws, rules or regulations in connection with the ClearGov Service. In such a case, Customer will provide ClearGov with written notice of such Claim. Customer shall cooperate as fully as reasonably required in the defense of any Claim. Customer reserves the right, at its own expense, to assume the exclusive defense and control of any matter subject to indemnification by ClearGov. Notwithstanding the foregoing, unless the settlement involves no cost, loss or continuing liability to Customer, ClearGov shall not settle any Claim, without the written consent of Customer, such consent not to be unreasonably withheld. 6.5) Limited Warranty. ClearGov warrants that the ClearGov Service will be delivered in a professional and workmanlike manner substantially in accordance with the statement of work set forth in the applicable ClearGov Service Order and that the ClearGov Service will operate in all material respects as described in its product descriptions and/or documentation. EXCEPT FOR THE EXPRESS WARRANTIES STATED IN THIS AGREEMENT, INCLUDING ANY APPLICABLE CLEARGOV SERVICE ORDER, CLEARGOV MAKES NO ADDITIONAL WARRANTY, EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON -INFRINGEMENT, GUARANTEES, REPRESENTATIONS, PROMISES, STATEMENTS, ESTIMATES, CONDITIONS, OR OTHER INDUCEMENTS. 6.6) Limitation of Liability. NEITHER CLEARGOV NOR CUSTOMER WILL BE LIABLE TO THE OTHER PARTY FOR ANY INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING, WITHOUT LIMITATION, LOST PROFITS), OR INCIDENTAL DAMAGES, WHETHER BASED ON A CLAIM OR ACTION OF CONTRACT, WARRANTY, NEGLIGENCE, STRICT LIABILITY, OR OTHER TORT, BREACH OF ANY STATUTORY DUTY, INDEMNITY OR CONTRIBUTION, OR OTHERWISE, EVEN IF THE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE EXCLUSION CONTAINED IN THIS PARAGRAPH SHALL APPLY REGARDLESS OF THE FAILURE OF THE EXCLUSIVE REMEDY PROVIDED IN THE FOLLOWING SENTENCE. BOTH PARTIES' TOTAL CUMULATIVE LIABILITY TO THE OTHER PARTY FOR ANY LOSS OR DAMAGES RESULTING FROM ANY CLAIMS, DEMANDS OR ACTIONS ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL NOT EXCEED THE CUMULATIVE FEES PAID BY CUSTOMER TO CLEARGOV IN THE PRECEDING TWELVE (12) MONTHS. THE FOREGOING SHALL NOT LIMIT A PARTY'S (A) PAYMENT OBLIGATIONS UNDER THE AGREEMENT; (B) LIABILITY FOR INDEMNIFICATION OBLIGATIONS UNDER SECTION 6.4; (C) LIABILITY FOR ANY BREACH OF ITS CONFIDENTIALITY OBLIGATIONS UNDER SECTION 7; (D) LIABILITY FOR ANY BREACH OF ITS REPRESENTATIONS, WARRANTIES, OR OBLIGATIONS UNDER SECTION 5.2; OR (E) LIABILITY FOR ITS INFRINGEMENT OR MISAPPROPRIATION OF ANY PROPRIETARY RIGHTS OF THE OTHER PARTY. NOTHING IN THIS AGREEMENT SHALL BE CONSTRUED AS EXCLUDING OR LIMITING A PARTY'S LIABILITY FOR FRAUD OR ITS LIABILITY FOR DEATH OR PERSONAL INJURY ARISING FROM ITS NEGLIGENCE. 6.7) Essential Element. The provisions of this Section 6 are an essential element of the benefit of the consideration reflected in this Agreement. 7) Confidentiality. 7.1) Subject to any applicable open public records laws in the Customer State, each Party will keep the specific terms of this Agreement confidential, including the contents of the schedules and exhibits, and not disclose any portion of them to any third party (other than to its attorneys, accountants, advisors and potential investors who are bound to keep such information confidential) without the other Parry's prior written consent, except as required by law, including but not limited to open public record laws. 7.2) In addition, in connection with the negotiation and performance of this Agreement, a Party (the "Receiving Party'l may receive information from the other Party (the "Disclosing Party7 which is confidential or proprietary in nature, including without limitation information about a Parry's products, systems and services ( "Confidential Information'). The Receiving Party agrees that, during the term of this Agreement and for a period of three (3) years thereafter, it will keep the Confidential Information in strictest confidence and protect such Confidential Information by similar security measures as it takes to protect its own Confidential Information of a similar nature, but in no event shall the Receiving Party take less than reasonable care with the Confidential Information of the Disclosing Party. The Receiving Party also agrees that it will not use any Confidential Information for any purpose other than in connection with the performance of its obligations under this Agreement. 7.3) The term "Confidentiallnformation" shall not include information which A) is or becomes generally available to the public without breach of this Agreement, B) is in the possession of the Receiving Party prior to its disclosure by the Disclosing Party, C) becomes available from a third party not in breach of any obligations of confidentiality, D) is independently developed by the Receiving Party, or E) is required to be disclosed by the Receiving Party pursuant to law, rule, regulation, subpoena or court order, including but not limited to open public record laws. 7.4) The Parties recognize that the disclosure or use of a Disclosing Party's Confidential Information by the Receiving Party in violation of the provisions of this Section 7 may cause irreparable injury to the Disclosing Party; therefore, in the event either Party breaches the provisions of this Section 7, the other Party, in addition to any other remedies it may have, shall be entitled to seek preliminary and permanent ClearGov, Inc. Service Agreement ver. 02.02.23 Page 3 of 4 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 injunctive relief without the necessity of posting a bond. 8) Miscellaneous. 8.1) General. If any provision of this Agreement is held to be unenforceable for any reason, such provision shall be reformed to the extent necessary to make it enforceable to the maximum extent permissible so as to implement the intent of the Parties, and the remainder of this Agreement shall continue in full force and effect. A waiver of any default is not a waiver of any subsequent default. The relationship between ClearGov and Customer is one of independent contractors, not partnership, joint venture or agency. This Agreement shall be binding upon and inure to the benefit of the respective successors and permitted assigns of the Parties hereto. The United Nations Convention on Contracts for the International Sale of Goods and the Uniform Computer Information Transactions Act shall not apply to this Agreement. The Software is controlled by U.S. Export Regulations, and it may not be exported to or used by embargoed countries or individuals. 8.2) Entire Agreement. This Agreement and the accompanying ClearGov Service Order(s), together, constitute a valid and binding agreement between the Parties and are intended to be the Parties' complete, integrated expression of the terms of their agreement with respect to the ClearGov Service, and any prior agreements or understandings with respect to such subject matter are superseded hereby and fully merged herein. 8.3) Assignment. Neither Party will assign this Agreement in whole or in part to any third party without the prior written consent of the other Party; provided, however, either Party may assign this Agreement without such consent to any subsidiary or parent company of such Party or to any successor by way of any merger, consolidation or other corporate reorganization of such Party or sale of all or substantially all of the assets of such Party or to an entity that assumes, by sale, license or otherwise, the business activities that are the subject of this Agreement, provided that such subsidiary or parent company or successor assumes or is otherwise fully bound by all of the obligations of the assigning Party under this Agreement. 8.4) Marketing Materials. Customer agrees that ClearGov may utilize Customer's name solely to identify it as a ClearGov Customer on the ClearGov Web site, in client lists and other marketing materials. Any other uses of Customer's name and/or logo (other than as included in the content and/or other items furnished to ClearGov by Customer) shall require Customer's prior written consent. 8.5) Insurance. ClearGov shall maintain commercial general liability insurance, cybersecurity insurance, product liability insurance and auto liability insurance in amounts that are consistent with industry standards. ClearGov shall maintain Worker's Compensation insurance as required by law. 8.6) No Boycott of Israel. ClearGov hereby certifies that ClearGov is not currently engaged in and shall not, for the duration of the Term of this Agreement, engage in a boycott of goods or services from the State of Israel; companies doing business in or with the State of Israel or authorized by, licensed by or organized under the laws of the State of Israel; or persons or entities doing business in the State of Israel. 8.7) Jurisdiction. This Agreement shall be governed by the applicable laws in the Customer State, without regard to conflict of laws rules. Any dispute, claim or controversy arising out of or relating to this Agreement or the breach, termination, enforcement, interpretation or validity thereof, including the determination of the scope or applicability of this agreement to arbitrate, shall be determined exclusively by arbitration in the Customer State before a panel of three arbitrators. Such arbitration shall be administered by JAMS pursuant to JAMS' Streamlined Arbitration Rules and Procedures. Judgment on an award, if any, may be entered in any court having jurisdiction. This clause shall not preclude parties from seeking provisional remedies in aid of arbitration from a court of appropriate jurisdiction. The Parties acknowledge that this Agreement evidences a transaction involving interstate commerce. Notwithstanding the provision with respect to applicable substantive law, any arbitration conducted pursuant to the terms of this Agreement shall be governed by the Federal Arbitration Act (9 U.S.C., Secs. i- 16). 8.8) Modification. ClearGov shall have the right to modify this Agreement at any time by posting revised terms and conditions at the following URL: http://www.ClearGov.com/terms-and-conditions. Changes will be binding on the date they are posted. Continued use of the ClearGov Service will be considered acceptance by Customer of the then current Agreement. 8.9) Force Majeure. If the performance of this Agreement or any obligations hereunder is prevented or interfered with by reason of fire or other casualty or accident, strikes or labor disputes, war or other violence, any law, proclamation, regulation, or requirement of any government agency, or any other act or condition beyond the reasonable control of a Party hereto, that Party upon giving prompt notice to the other Party shall be excused from such performance during such occurrence. 8.10) Notices. All notices, requests, or other communications between the Parties that are required or permitted hereunder will be in writing and will be given by: (a) delivery in person or by prepaid courier service with a nationally recognized courier company, (b) delivery by registered or certified mail, postage prepaid, return receipt requested, (c) by confirmed fax, or (d) email to the address and/or fax number set forth in the applicable ClearGov Service Order. A Party may change the street or email address or fax number to which notice is to be sent by giving written notice of such change. Notices will be deemed given when received as evidenced by verification from the courier company, the mail or confirmation of email receipt or fax confirmation. 8.11) Titles & Subtitles. The titles and subtitles in this Agreement are used for convenience only and are not to be considered in construing it. ClearGov, Inc. Service Agreement ver. 02.02.23 Page 4 of 4 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 EXHIBIT C Software Proposal Prepared On April 23rd, 2026 Prepared For Ilord@cityofeagle.org City Treasurer— Deputy City Clerk Eagle, ID Prepared By Kirsten Holle ClearGov, Inc. khol le(a7clea rgov.com 1 (561) 203-8614 ClearGov ClearGov Software Proposal Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 April 23rd, 2026 Lori Lord City Treasurer - Deputy City Clerk Eagle, ID 660 E. Civic Lane Eagle, ID 83616 Dear Lori, On behalf of ClearGov, I am pleased to provide you and your team with this proposal for the City of Eagle, Idaho. Public sector finance is defined by a unique and demanding need for absolute fiscal precision paired with an ever -evolving standard for transparency and public accountability. Too often, however, finance teams are hindered by a fragmented financial cycle —where disconnected data and manual processes drain professional resources and leave vital institutional knowledge at risk. ClearGov was built to bridge this gap with a unified Finance Cycle Management ecosystem that replaces disconnected systems with a modern, integrated platform. By connecting planning, budgeting, reporting, and public disclosures into a single environment, agencies can establish work with greater operational clarity, speed, and confidence. We understand the City's goal of moving away from "manual" budget book assembly toward a professionalized, automated system. This proposal is designed to solve your specific challenges by: Eliminating Manual Labor: Automating the "tedious formatting" discussed in our demo, allowing your team to focus on fiscal analysis rather than manual margin adjustments and repetitive data entry. Creating One Connected System: Replacing fragmented workflows with a modular, easy -to -use platform that preserves institutional knowledge and automates the labor-intensive stages of budget development and reporting. Empowering Council Decisions: Providing the interactive "pictures, charts, and colors" that your Council relies on to distill complex financial data into actionable insights. Thank you for the opportunity to demonstrate how ClearGov can help Eagle, ID unify its finance cycle. We look forward to the possibility of partnering with you. Kirsten Holle ClearGov, Inc. kholle© I .argov.com 1 (561) 203-8614 ClearGov Software Proposal Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Table of Contents ExecutiveSummary........................................................................................................................................6 SolutionsOverview: Budgeting & Planning Suite...............................................................................7 Solutions Overview: Financial Reporting & Disclosure Suite.........................................................15 SolutionsOverview: Engagement Suite................................................................................................17 Technical& Security Overview.................................................................................................................20 InvestmentSummary...................................................................................................................................21 ClearGov Software Proposal Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 ClearGov Software Proposal Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Executive Summary Behind every community striving to thrive lies an unseen struggle: dedicated finance professionals trapped in an antiquated, fragmented financial cycle. Lacking modern, integrated tools, these teams are forced to juggle massive spreadsheets and manually reconcile disconnected data late into the night. Managing the finance cycle isn't just time-consuming; it's high stakes. A single error in a sea of spreadsheets doesn't just derail a project —it erodes public trust. This pressure is compounded by the constant demand for professional, compliant reporting and public transparency. Teams scramble to assemble data and content from disconnected sources, and this "manual hand-off" creates a high -risk environment where errors are difficult to trace and institutional knowledge is easily lost. This proposal outlines a transition from these manual silos to a unified Financial Cycle Management ecosystem. ClearGov is designed to bridge the modernization gap by establishing a continuous data thread that connects your planning, budgeting, reporting, and more into a single, synchronized environment. By partnering with ClearGov, you'll achieve: Expanded Operational Capacity QQQ Automating repetitive processes and streamlining workflows allowsyour team to shift from manual data maintenance to strategic financial leadership. tAbsolute Data Integrity 1 By eliminating manual "hand-offs" between disconnected tools, you ensure that internal decisions and public -facing reports remain in perfect sync. * Enhanced Community Trust * e* yt Translating complex financial data into interactive, visual narratives builds deeper stakeholder understanding and gains support for strategic priorities. Institutional Continuity 000 M Moving to a modern, connected platform preserves your team's expertise so l,% that workflows and financial logic remain intact through every staff transition. ClearGov Software Proposal Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 ClearGov Software Proposal Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Operational Budgeting Forget wrangling spreadsheets and emails. Lead with confidence. Streamline the budget process from baseline to adoption through amendments. 0 iClearGov r­­a FY2025 Budget raweYwa,< 111­11�.. ,a' ,orr­. . 11 Haa P.—. ,M,HI-I Dashboard • N., r.r.r,MP-aw,r,_,.. l� ._u ! .�11l...e,iue, MSfiuupHxe;l Ey:En.rieurex P`l1: rhx 6lHare„� $49,768,154 'is'a.,on' a"rI $46,811,431 $2,956,723'u-.",, sv.adw -�MMENI Cemre urJ 5[.vid.l l5. ill,tii.e5e edd, .l,bsn a..tJtl. tla r+: ll, e5v iW.ia .,.! s.,trs, al! .r,m �, y .rl-uinarn [�. 45u,bw 45B,Jie abn,ata .Stl. A[ f'c.a:d tA. 50 SSt, xa .rw.�+an Pe....rotra,i µlliu� L'd I.PW .x 11.:30 9iw.xed S.rc,ueJ -1.211 c.srwi ru ..�r..�u .i,dw.nao sd, dad,ew 5x,a4d.ev., a.,an,.vv Si.rrs, ucd .x.w=,r.60 ix.aa,.u.v u• ;r ,:api;:J r�r.nr�..,�r,r,,., i=.'>=1.54> S:.,re=. rru S:,rsr.v� Sxnl.:un i:, lativc L.5N.xae 51,ids.z:a wv,r....P.:..cr ]va. Ssai.xk: ii.tu.,uoa a_. iS ,W Sl.i.t.v f..l.I..wJ il,=Of.Mtl 5iy.,_5u tk..., r. [u,�s S_.a d,u. fl,i i.rM Sl,te>,:ya Se,iaa, ppp a..! .,ve ii.ld a,iee .�.lJa,ucP x...... Y 15,Sll.rd9a ..... Wa,aawau_r ur.,.v Sier,t50 52.1sl,cYi ,..0l5. Snc ...4..aJ, 51.n1s.9u 31.,s-Si.srv.I.d Visualize metrics in a powerful dashboard Dive into your budget data with our interactive dashboard that updates in real-time to reflect edits to your budget as they're made. Track budget versions with ease Gain a complete view of all your funds, edit I one item and sub -line item details, and save versions of your budget as it progresses. Flexible options for multi -year budgeting Plan for annual, biennial, or multi -year budget cycles with accurate end -of -year projections and efficient future forecasts. Strengthen collaboration across teams Invite team members to submit funding requests easily and centralize all justification notes, attachments, and more. View changes in an audit trail Know who changed what and when. Our audit trail captures all changes to create a comprehensive historical record. Create reports effortlessly Easily create, customize, and export tailored reports for a comprehensive view of your budget. ClearGov Software Proposal 7 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Capital Budgeting From ideas to ribbon cuttings, make every project count. Take the guesswork out of capital budgeting with tools to get you effortlessly from request to approval. r�i ZClearGov FY2025 Capital Budget rK .r�Kunr«.,uer m.vo.rw oe<ar.m�r.,r.m �nw,Mrr, I..n � nil oea�rm 27 $10,174,950 nr ® IaeNMrtl br mer. NUXM.pwUl<I,a<Nm,ti,ri.�'!;�.i,l'1...1'nUao Mucnn creole ena m.+: Mu1 �Vr, cusxomimUrnpwlf. Acn,alf/Iludeoled Fl,ndln9 SAttree ay VeAr J, n aim rrzusn enrn.,wn.u�.r. li_ ■ rxrraru ou ma.n.n u..n„w n,ruvca rv,oxs ��I� nina,c rna rrsos> ��� sine. r.,;ruo ws¢su I_�■._ un�i�uuo roms.x«r•a �� � .rr.,o qua sx nam roNn so�c. su cen� Visualize metrics in a powerful dashboard Our dashboard centralizes all your capital budgeting needs, creating in-depth insights into capital requests. Streamline budget requests Process capital requests from department heads efficiently with forms that automatically feed your dashboard. Use scoring to prioritize requests Let department heads score and rank requests based on any criteria you see fit - even align requests with your strategic plan innraaa 2/ $10,174,950 `,": 11Yeu.W.. nnu,r:/uudamm Funema snur�.:.,,,,.. niq v eaeen ,. ni�umn . ,.r,rns.�,.ruwsscw romp ss,aca.us..ro Plan for every budget scenario Build different scenarios and watch graphs adjust in real-time to determine the optimal combination of capital requests. Create reports effortlessly Use our preformatted reports or build custom reports to export data as a spreadsheet or PDF to share your budget. View changes in an audit trail Know who changed what and when. Our audit trail captures all changes to create a comprehensive historical record. x i ClearGov Software Proposal 8 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Personnel Budgeting No more headcount headaches. Budget with precision. From salaries to benefits, plan for the true costs of every position with confidence and efficiency. fj^ iClearGov 0 S puss Paraonnrl D_w oa.a—iwa I aw.nunn k M ." seem" raMLl— agw,[B ""I - Pe nel Budq,ting 5—orio comparken s.....k.u�.. = w. I. .,.� o..nw„a = u..�.d r NM/ d suwin.=a J r.ai w�.eu•r •oleo[ Visualize metrics in a powerful dashboard Experience a holistic perspective of your staffing statistics and effortlessly compare salary and benefits budget scenarios. Track filled and unfilled positions View the total compensation for each filled and unfilled position, including wages, benefits, and additional pay. Streamline position requests Efficiently manage new position requests from departments and instantly see how each position affects the budget. Plan for vacancies efficiently Create and fill vacant positions on specified dates easily and include these in your various budget scenarios. Demystify union negotiation planning Set up units and create multi -year scenario plans to analyze the impact of salary and benefit adjustments. Create multi -year forecasts Create scenarios forecasting into the future and manage your budget by dollar amount or percentage adjustments. ClearGov Software Proposal 9 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Digital Budget Book Polished budget books without the publishing pain. Easily create award -winning budget books that effectively tell your financial story. r" A[ClearGov • I �nnl�al9uAgal Fya{�rs •r,lt nnwei.l[r.rri.. Lot II!'x+t I. L!',+I�almn�vt f: lYr�xwlb!e rxrn or .nrn�r v_liv, �n��lxsn t N suxwn,r.�nn�rn�,i,n tar... ' I 4� �roun�xr 1 General Fund c'01l v or it au .v nns u,. ' ,I„, ,�"I,L,I,nI�In„�r,.hl .•:nllln,ln� lnl RM�I,IaIlly..,<LI,,I,n.Mlr�l�.,„„�r.l,..„II II,,,,,.n,;<l•,�r,a,n„!.�,,., .I,�I,,,�..�n<I�w,l,v>,.,n ;hnl,N,l ..,,,nnnl., �llh...n.,n,.n ,x.,n,,, L.. .�...,�,.. Summary rr ,...... -�� Revenues vs Expenditures Summary .in .... m.o unn� i .i la,� Rou t01� Tul SL�1 1nS3 .0. M31. � •rv.,er ��..wn�u Onrv�nr�. .i,lus •n.me.�iup nlNr •N.p. u:���n.,.��ai •e, u.mmulas Nn�Lmn Produce web, mobile, and PDF versions Create a polished budget book that can be presented in multiple formats effortlessly to exceed public expectations for optimal viewing Customize content and pages Build a beautiful book with flexible pages that are easy to use, ADA-compliant, and fully customizable — no designer needed. Follow a GFOA Budget Award checklist Meet and exceed the criteria for the GFOA Distinguished Budget Presentation Award with an interactive checklist to follow. Save time with auto -generated content Key content is generated autornatically— creating a customizable framework that enhances data comprehension for users. Strengthen departmental collaboration Invite team members to easily add content to their assigned sections to streamline collaboration and improve efficiency. Leverage automatic data updates Revenue and expense data are updated automatically as your budget changes, so you don't have to manually. ClearCov Software Proposal 10 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Budget Book Disclosure Studio A budget book that looks as good as the work behind it. Produce professionally designed, EPP-connected budget books from the same platform that powers your ACFP and PAFP. Select a report type ,.-I„ , .,i,,.0 .. J.-. iCl� jai Gov Lt) Annual report Adopted mot=, Q,,rterw repu,L LI Budycl book _I _ Agency -specific design Custom branding, color palettes, and professional layouts that match the quality of your other financial documents. ClearGov-led year one implementation We handle data mapping, EPP integrations, layout, and training. You get a documented and repeatable process that your team owns. ERP-connected data, always current Financial data flows from your EPP into the budget book. When numbers change, the book updates automatically. Next Departmental collaboration Team members contribute content directly to their assigned sections on the platform. No more email chains. Your key financial report from one platform Budget books, ACFPs, PAFPs, and quarterly reports — all from the same data model, with consistent numbers across every report. ADA-compliant templates Start with a compliant foundation, using templates and tools designed to enable ADA-compliant reports. ClearGov Software Proposal i1 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Strategic Planning Plans that guide decisions, not gather dust. Map the future of your community with plans that connect goals to action and drive real results. ---- ---.. ri &ClearGov FY25 Strategic Plan i w.w� ,a..,.. 1.,, � •n..I lov,rtx.,MH •ewmnwlllal taew�_ . r�M,numt-m,,w , .,.,mr ,,.t.nar ty •. 1 ✓i1)I'nitlo tttnr,.i Irn, ax n�<I1tn.uY iacv. ntoal Mr sUwr ,la,a 47% coma.n .u,. 44 n=tion uam. .m o=, am •k „ti .,n «. .M Mw ma rul a+a s,p •sw,.ln,mr,n• an��erl�, r,�,nnns mr �cnmarw�n a.x« •anl>o�l,wmm�a .cw«,n,,,am+l,,.•ewwK• Visualize metrics in a powerful dashboard Experience effortless tracking of progress with an intuitive dashboard that ensures your team stays informed and updated. Streamline the creation process Create plans faster with a framework built on market best practices for defining focus areas, setting goals, and outlining action items. Strengthen collaboration across teams Assign staff to parts of your plan to distribute the workload efficiently and ensure seamless communication throughout each project. Track progress in real-time Leverage our ready -to -use metrics and KPIs for actionable insights and real-time tracking of your plan's progress. Communicate budget allocations View your budget through the lens of your strategic plan to easily see how your plan is being funded across accounts. Publish your plan online or as a PDF Exceed public expectations for optimal viewing with a professionally polished plan published in multiple formats effortlessly. ClearGov Software Proposal 12 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Capital Project Tracking Keep capital projects on track and on budget. Replace project chaos with clarity through centralized tracking, collaboration, and reporting tools. Capital Projects Heroville Capital Projects • ... r... I_ .. It il_�1111�11`1111111_11111 • ,wrr!.vx, wrrm,r Keep Residents Informed Publish timelines, financials, maps, and updates on ADA-compliant Public Project Pages that sync in real time to keep residents informed. Streamline Internal Workflows Automatically sync project details to reduce manual work, improve communication, and keep your team aligned with accurate, up-to-date information. Stay on Top of Spending Track budgets versus actuals for every phase, visualize trends, and identify potential overruns early to maintain financial control. Overall Progress and Status 47% complete 13 Action Items On Track Futu major Disruption Conlllete ...:nor U�;ruplial Not Started ,aClearGOv � O i � I G Action Items (:C'ni 2 Action Item, 1 Action Ite— ;8;0 2 Action Items. A) 1 Action items ',5.":) 1 Action (toms Visualize Project Timelines Create interactive Gantt charts to monitor progress, identify delays, and share clear, actionable schedules for better collaboration. Centralize Collaboration Streamline workflows by assigning roles, automating reminders and providing teams with centralized updates for improved alignment. Share Project Announcements Use color -coded banners on Public Project Pages to communicate critical updates, minimize disruptions, and maintain a historical record for transparency. ClearGov Software Proposal 13 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 ClearGov Software Proposal 14 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Financial Reporting Disclosure Studio Financial reports that withstand audits and win approval. Reduce your workload and increase confidence with automated ACFRs, PAFRs, and recurring financial reports. ACFR 2025 I—L opdat=d 1 mmulc aiu Cover Pagc + Planning and yr—th mgmt Cover Page Por 10o a auf�lrtlo U,Sclnsurn of lnl rrc5l Communications Hr..Jinri Paik,:m I IM,:.... Amwal Comprehensive F-inan iat Report Fa,Jcty mananement Lue, & Services CITY or onYctonmcnt scope A C l e a rGov Generate P�F • CITY OF ANNUAL COMPREHENSIVE FlNANCIAI REPORT �. RMe- !,. Y 1. 3�21 June 90. A35 FrepFrsG try rae cry at CbuGov MFnp pparprbn, Keep reports consistent Build statements, notes, schedules, and narrative on one shared data foundation, so updates stay aligned across every report. Refine reports with live preview Create, review, and update reports directly in the platform. Tables, charts, and narrative stay connected to reduce rework. Control access and track changes Manage access with role -based permissions and approvals. Track changes with version history so auditors can see what changed, when, and why. Roll reports forward year over year Reuse report structures and content to reduce setup time while preserving historical context and institutional knowledge. Align with GASB and GFOA Follow report structures aligned with GASB standards and use proven templates designed to support GFOA review expectations. Publish ADA-ready reports Create professional reports with accessible layouts built in, so compliance is supported throughout the reporting workflow. ClearGov Software Proposal is Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 ClearGov Software Proposal 16 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Transparency Build public trust with data that informs, not overwhelms. Engage the public with a turn -key transparency center that tells the story behind the numbers. r u.AN)"An CNC'v CVN IEp CITY OF Heroville . Marvel NO Ma Coun TY, Ovennew Revenues E:pe,nWm Dempgrsphi Debt Dashboartl,. Rsysnut S 2oz aura xc s zo2z zve+ xazn s1unE © .. wnd: cens'rpir nn. .. .. vow Nauve cate,lc�,e — • nv Dep�nnune ®�►wwnwa�nn3n<.ais i TOTAL BUDGETED $37,940,025 Q • property teAe. 36.9% • 1�k,l and U- Tarns 24% • imcr�ovcrnn.ane,i nw�n�u u.z% • fran.hice Fees 4.2% I Ch tires tnr S<wleet tl.4% - Auto -generate compelling content ClearGov generates powerful visuals to populate your pages automatically, based on your budget data and public sources. Demystify your financial data Present data using compelling infographics that are simple for anyone to understand — even if they aren't a finance expert. Showcase demographics effortlessly Share the characteristics of your population in a way that's easy to understand, adds context to your budget, and attracts businesses. Give departments a platform to shine Invite department heads to create their own dashboards to share their story, highlight performance metrics, and more. Enhance pages with custom charts Dynamic charts are automatically populated using your data — and you'll have full access to a robust chart builder to create more. Drive citizen engagement Encourage constituents to comment on your ongoing activities or ask questions on a platform where you can control the dialogue. ClearGov Software Proposal 17 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 ClearGov Software Proposal 18 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Technical & Security Overview ClearGov delivers a secure, reliable, and compliant platform built for the public sector. Our infrastructure, security controls, and compliance programs are designed to protect sensitive government data and meet the demands of modern public finance. Cloud Hosting & Infrastructure ClearGov runs primarily on Amazon Web Services (AWS), with select components in Microsoft Azure. This hybrid cloud footprint leverages enterprise -grade cloud capabilities to maintain consistent security controls and operational practices across environments. Our architecture is designed for redundancy and resilience, using geographically dispersed regions and multi -availability -zone patterns to support automatic failover, workload stability, and elastic scaling during peak demand. Operating within isolated virtual network environments (AWS VPC and Azure virtual networking), ClearGov uses restricted routing, tightly controlled access paths, and continuous telemetry to support secure operations. Systems use standardized configuration and change -control practices to maintain consistent baselines and reduce drift over time. Security Controls • Encryption in transit and at rest (TLS 1.2+ and AES-256) • Web application firewall (WAF) and DDoS mitigation • Role -based access controls (RBAC) with least -privilege enforcement • Single Sign -On (SSO) via SAML 2.0 / OpenlD Connect (Microsoft Entra, Okta, OneLogin, & others) • Multi -Factor Authentication (MFA) support • Immutable audit trail with full change history and version rollback • Continuous 24x7 monitoring and real-time anomaly alerting • Annual independent penetration testing and vulnerability assessments Compliance & Certifications • SOC 2 Type 2 certified (Security, Confidentiality, Availability) • AICPA Trust Services Criteria framework, aligned with ISO 27001 • AWS & Azure infrastructure is certified: SOC 2, ISO 27001, Fed RAMP High, DoD ILS • U.S. data residency compliance is maintained across all environments • SOC 2 report available under NDA Resilience & Availability • Documented Business Resilience & Recovery Plan aligned with SOC 2 and ISO 27001 practices • Multi -availability -zone architecture with redundancy and automated failover • Continuous replication for critical services, plus daily encrypted database backups with regular restoration testing • Maintenance is designed to avoid downtime where possible; any required planned outages are communicated in advance • Target service uptime of 99.99%, measured over a defined period (excluding scheduled maintenance ClearGov Software Proposal 19 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 ClearGov Software Proposal 20 Docusign Envelope ID: 576576F9-B6DF-8A14-832A-B66056B9C9D3 Investment Summary Set-up Services (One-time Investment) Service Description ClearGov Setup Services • Full activation and setup • Expert data onboarding • Personalized client training Solutions (Recurring) - 25% Bundle Discount Softwa re Description Budgeting & Planning Suite • Operating Budgeting • Personnel Budgeting • Capital Budgeting • Capital Project Tracking • Digital Budget Book o ADA Compliance o GFOA Award Checklist • ERP Connection 3 Year License Scheduling for Project Billing Date(s) Subscription (Recurring) Oct 1, 2026 $40,600 Oct 1, 2027 $42,630 Oct 1, 2028 $44,762 *Software licensing includes 5% annual increase Setup (One-time) $22,500 Investment $22,500 Investment $40,600 Total Investment $63,100 $42,630 $44,762 ClearGov Software Proposal 21