On the agenda: Piqua meeting — data center (Jun 18)

PIQUA CITY COMMISSION MEETING
TUESDAY, JUNE 18, 2024
5:30 PM
COMMISSION CHAMBER – 2nd FLOOR
201 WEST WATER STREET
PIQUA, OHIO 45356
CALL TO ORDER
THE PLEDGE OF ALLEGIANCE
ROLL CALL
ADJOURN TO EXECUTIVE SESSION
ROLL CALL
EXECUTIVE SESSION
The Executive Session is to consider pending or imminent litigation and to consider the purchase or sale
of property for public purposes.
ADJOURN FROM EXECUTIVE SESSION
WORK SESSION
Rules of Commission
REGULAR PIQUA CITY COMMISSION MEETING
CONSENT AGENDA

1. APPROVAL OF MINUTES

Approval of the Minutes from the June 4, 2024, Regular City Commission Meeting

NEW BUSINESS

2. ORDINANCE NO. O-9-24 (1st Reading)

An ordinance allocating adult use cannabis marijuana excise tax revenue

3. ORDINANCE NO. O-10-24 (1st Reading)

An ordinance to make appropriations for the City of Piqua, Ohio, for the Year 2024

4. ORDINANCE NO. O-11-24 (1st Reading)

An ordinance permitting the Commission to remove appointed representatives from Boards
created by the Commission
PIQUA CITY COMMISSION MEETING AGENDA | 1

A resolution accepting for statutory purposes a Budget for the Calendar Year 2025

6. RESOLUTION NO. R-90-24

A resolution authorizing the City Manager to sign a contract with the company Cleargov for a
Budgeting Software Program

7. RESOLUTION NO. R-91-24

A resolution regarding the applied for liquor permit for Orrmont Estate, LLC, at 1612 South Main
Street, Piqua, Ohio, 45356

CITY MANAGER’S REPORT
COMMISSIONERS COMMENT
PUBLIC COMMENT (This is an opportunity for citizens to address the City Commission on agenda items.
Comments are requested to be limited to five (5) minutes.)
ADJOURNMENT

PIQUA CITY COMMISSION MEETING AGENDA | 2

§ 30.15 RULES OF CONDUCT FOR MEETINGS.
(A) When adopting a resolution or ordinance, the following procedures shall be followed:
(1) The heading of the proposed resolution or ordinance shall be read by the City Clerk;
(2) The City Manager, or appropriate department head, shall briefly explain the proposed ordinance or resolution;
(3) The Commissioners shall have an opportunity to ask the department heads and City Manager questions regarding
the ordinance or resolution. No public comment will be permitted during the Commissions' inquiries;
(4) The Mayor shall ask the public for comments or questions about the ordinance or resolution. Comments and
questions regarding the ordinance or resolution shall be addressed to the Mayor and/or City Manager in a civil, respectful
manner and shall be limited to a five minute period per person. The Mayor shall notify any person commenting on an
ordinance or resolution as to when his five-minute period for comments is about to expire. The person commenting can
request additional time and it shall be within the Mayor's discretion to permit the person to comment longer than five
minutes. No person shall be permitted to comment twice on the same resolution or ordinance at the same meeting;
(5) Finally, the Commission shall have its final debate and complete its deliberation on the ordinance or resolution. No
comments from the public shall be permitted during said debate and/or deliberation.
(B) When conducting open forum at the end of the meeting, the following rules be followed:
(1) Comments and questions by the public shall be addressed to the Commission, Mayor and/or City Manager in a civil,
respectful manner and shall be limited to a five minute period per person. The Mayor shall notify any person commenting as
to when his five-minute period for comments is about to expire. The person commenting can request additional time and it
shall be within the Mayor's discretion to permit the person to comment longer. No person shall be permitted to comment
twice in open forum at the same meeting;
(2) Under no circumstances shall any member of the public address or ask questions, other than the City Manager, to
city staff members. If appropriate, the City Manager may direct a city staff member to answer questions or respond to
comments from the public.
(C) During the entire commission meeting, the following rules of conduct shall apply to any person attending the
Commission meeting:
(1) Persons shall conduct themselves in a civil, respectful manner;
(2) No one shall express himself or herself in a manner that interrupts the orderly conduct of the meeting, for example,
talking (other than when addressed by the Commission or City Manager), yelling, clapping, jeering or cheering;
(3) Any person violating any of the rules of conduct shall be warned by the Mayor to cease his or her violation of the
rule. If said person fails to comply with the Mayor's request to cease his or her conduct, the Mayor shall direct the person to
leave the city premises. Failure to leave the premises when directed to do so may result in criminal prosecution;
(4) If a person fails to cease commenting after his or her comment time has expired without extension, the public
microphone shall be cut off, the television camera shall not focus upon the person, and the person will be asked by the
Mayor to sit down. If the person fails to sit down, the Mayor shall direct the person to leave the city premises. Failure to
leave the premises when directed to do so may result in criminal prosecution;
(5) At any time during open forum, if any Commissioner believes that the public comment session no longer serves the
public's interest, he or she may make a motion to adjourn the meeting. If said motion is seconded, all public comments shall
cease and the Mayor shall direct the Clerk to call the roll to determine if the motion to adjourn shall pass. If the motion
passes, the meeting shall be adjourned;
(6) These Rules of Conduct shall be posted at the entrance of the City Commission Chambers.
(Ord. 24-06, passed 8-7-06; Am. Ord. 22-12, passed 10-16-12)

REGULAR PIQUA CITY COMMISSION MEETING
TUESDAY, JUNE 4, 2024
CALL TO ORDER
Piqua City Commission met at 6:00 p.m. in the Municipal Government Complex Commission Chambers
located at 201 W. Water Street, Piqua, Ohio.
ROLL CALL
Mayor Lee and Commissioners Simmons, DeBrosse, Hohman and Vetter were present.
PRESENTATION
Monthly Report from the Commissioners Committee on the Fire Training Facility
David Roth, Jerica Drapp, Nancy Roof and Joe Thompson gave an update on the Fire Committees’
meetings and needs. Jerica Drapp said they have done their due diligence in going through documents
and they need the commissioner’s assistance in helping them get their questions answered from city
staff/outside sources. The Commissioners asked if the committee could email the city manager their
questions. The committee members said that they would prefer in-person interviews, but the
Commissioners asked them to start by presenting the questions via email. A discussion took place about
the committee members meeting with people in a private setting and David Roth said that it is the
interviewees’ right to express themselves in private. The committee asked if they could obtain outside
legal counsel and the commission asked the committee to bring a proposal in from the council of their
choice and the Commission would vote on it. Commissioner Hohman said because the commission
created the committee, they are regulated to the same sunshine laws as the commission.
Main Street Piqua recap by Staci.
Staci Roth introduced herself and thanked the city workers for helping with Taste of the Arts which was
the kickoff event held on May 17th. She appreciates every one of the workers. They even help with street
closures for the Farmer’s Market. Staci said the goal has been reached for the mural of the Mills Brothers
and she thanked everyone who donated.

CONSENT AGENDA

REGULAR PIQUA CITY COMMISSION MEETING

APPROVAL OF MINUTES
Approval of the Minutes from the May 21, 2024, Regular City Commission Meeting
RESOLUTION NO. R-79-24
A resolution appointing a member to the City Historic Review Commission
RESOLUTION NO. R-80-24
A resolution appointing a member to the City Historic Review Commission
RESOLUTION NO. R-81-24
A resolution appointing a member to the City Historic Review Commission

PIQUA CITY COMMISSION MEETING MINUTES | 1

ORDINANCE NO. O-9-24
AN ORDINANCE ALLOCATING ADULT USE CANNABIS MARIJUANA EXCISE TAX
REVENUE
WHEREAS, the State of Ohio enacted Revised Code Sections 3780.22 and 3780.23,
which enacted an excise tax of 10% on the sale of adult use cannabis by adult use
dispensaries;
WHEREAS, the City of Piqua currently has medical dispensaries within its corporate
limits, and it is anticipated that the said dispensaries and potentially other
dispensaries may be permitted to sell cannabis products within the city limits to
adult use consumers in the near future;
WHEREAS, the above-referenced statutes provide that thirty-six (36) percent of the
adult use excise tax shall be transferred to the host community cannabis fund for
the benefit of the municipal corporation and said funds may be used for any
approved purpose;
WHEREAS, it is anticipated that the City of Piqua will receive quarterly distributions
of excise funds from the State of Ohio in the future.
NOW THEREFORE BE IT ORDAINED by the Commission of the City of Piqua, State of
Ohio, a majority of all members elected thereto concurring, that:
SECTION I:
The Finance Director shall establish a fund named “Cannabis
Fund” and the money deposited from the State of Ohio in said fund shall be used
for the benefit of the City of Piqua Park System;
SECTION II: The Finance Director shall contact the appropriate authorities
for the State of Ohio and complete all documents necessary to secure the transfer
of said excise tax funds to the City of Piqua;
SECTION III: This allocation of funds to the Park System shall be in addition
to the amount allocated to the City of Piqua Park System from the General Fund
income tax revenues; in short, said excise tax revenue shall not be included in the
calculation of the allocation of income tax from the General Funds to the City Park
System; and
SECTION IV:
by law.

This ordinance shall be effective at the earliest time permitted

1st Reading – 6/18/2024
2nd Reading –7/16/2024
3rd Reading – 8/20/2024
_________________________________
KRIS LEE, MAYOR
PASSED: _____________________________
ATTEST: ______________________________
MELISSA KINNEY
CLERK OF COMMISSION
The Motion to adopt the foregoing Ordinance was offered by _______________________,
seconded by ____________________________, and on roll call the following vote ensued:
Mayor Kris Lee
Commissioner James Vetter
Commissioner Frank DeBrosse
Commissioner Thomas Hohman
Commissioner Paul Simmons

____________
____________
____________
____________
____________

Item # O-10-24

Commission Agenda
Staff Report
MEETING DATE June 18, 2024
An Amended Ordinance to make appropriations for the City of Piqua, Ohio,
REPORT TITLE for the Year 2024

SUBMITTED BY

Name & Title: Jerald O’Brien, Finance Director
Department: Finance

AGENDA CLASSIFICATION

Consent

Ordinance

Resolution

Regular

City Manager
APPROVALS/REVIEWS
Law Director
Department Director
We are requesting a supplemental appropriation. The Finance Department
BACKGROUND
has identified a computer software program that will significantly improve
the budget creation and approval process. If the city enters into the
contract by June 30, 2024, the City will save $4,050 on the implementation
costs of the program. We request waiving of the second and third
readings and passage of the Appropriations tonight as an emergency to
allow the city to take advantage of the reduced implementation costs.
BUDGETING AND Appropriations
$115,198,333 Including Transfers
FINANCIAL IMPACT $:
$89,902,225 Net of Transfers
Source of Funds:

Various

Narrative
OPTIONS

1.

Approve Ordinance No. O-10-24 accepting the Amended Ordinance to
make Appropriations for the City of Piqua for the Year 2024.

2.

Approve Ordinance No. O-10-24 accepting the Amended Ordinance to
make Appropriations for the City of Piqua for the Year 2024 with
changes being made to the amounts requested.

PROJECT TIMELINE
We are requesting approval of Ordinance No. O-10-24 accepting the
STAFF emergency Amended Ordinance to make Appropriations for the City of
RECOMMENDATION Piqua for the year 2024.
ATTACHMENTS

ORDINANCE NO. O-10-24

AN ORDINANCE TO MAKE APPROPRIATIONS FOR THE
CITY OF PIQUA, OHIO FOR THE YEAR 2024
BE IT ORDAINED by the Commission of the City of Piqua, Miami County,
Ohio, the majority of all members elected or appointed thereto concurring:
SEC. 1:

That there be appropriated from the GENERAL FUND (001)

ACCOUNT

2024
BUDGET

INCREASE
(DECREASE)

City Building
Operation and Maintenance
Capital Outlay (including labor)
Allocated Expenses

$269,509
$90,460
($20,430)

TOTAL

$339,539

City Commission
Personal Services/Administrative Support
Operation and Maintenance

$61,737
$40,681

TOTAL

$102,418

City Manager
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses

$302,063
$34,431
($246,213)

2024 REVISED
BUDGET
$269,509
$90,460
($20,430)
$0

$339,539
$61,737
$40,681

$0

$102,418
$302,063
$34,431
($246,213)

TOTAL

$90,281

Civil Service
Operation and Maintenance

$38,870

TOTAL

$38,870

$0

$38,870

Engineering
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses

$372,019
$207,624
($469,340)

$0

$372,019
$207,624
($469,340)

TOTAL

$110,303

$0

$110,303

Finance
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses

$746,836
$76,374
($569,497)

$14,000

$746,836
$90,374
($569,497)

TOTAL

$253,713

$14,000

$267,713

Law
Personal Services/Administrative Support

$0

$0

$90,281
$38,870

$0

Operation and Maintenance
Allocated Expenses

$128,984
($76,805)

TOTAL

$52,179

Income Tax
Personal Services/Administrative Support
Operation and Maintenance

$62,016
$460,770

TOTAL

$522,786

$0

$522,786

Planning & Zoning
Personal Services/Administrative Support
Operation and Maintenance

$430,295
$83,436

$0

$430,295
$83,436

TOTAL

$513,731

$0

$513,731

General Government
Operation and Maintenance
Capital Outlay (including labor)

$735,715
$500,000

$0

$735,715
$500,000

TOTAL

$1,235,715

$0

$1,235,715

Human Resources
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses

$371,751
$81,878
($384,741)

$0

$371,751
$81,878
($384,741)

$68,888

$0

$68,888

$238,908
$90,708
($194,191)

$0
$0

$238,908
$90,708
($194,191)

$135,425
2024
BUDGET

$0

$135,425
2024 REVISED
BUDGET

TOTAL
Public Relations
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses
TOTAL
Ord. No. 15-23
Page 2 of 6
Facilities
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses
TOTAL
Purchasing
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses
TOTAL

$128,984
($76,805)
$0

$62,016
$460,770

$126,289
$1,500
($127,789)
$0

$126,289
$1,500
($127,789)
$0

$251,840
$19,758
($259,592)
$12,006

$52,179

$0
$251,840
$19,758
($259,592)

$0

$12,006

Transfers
Transfer to Parks Fund 105
Transfer to Safety Fund 106
Transfer to Forest Hill Mausoleum Fund 110
Transfer to Pro Piqua Fund 128
Transfer to Golf 409
Transfer to Fort Piqua Plaza 410

$1,000,000
$3,550,000
$25,000
$60,000
$225,000
$425,000

$0

$1,000,000
$3,550,000
$25,000
$60,000
$225,000
$425,000

TOTAL

$5,285,000

$0

$5,285,000

TOTAL GENERAL FUND

$8,760,854

$14,000

$8,774,854

SEC. 2:

That there be appropriated from the STREET DEPARTMENT FUND (101)

Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)

$1,493,267
$1,744,816
$500,000

TOTAL

$3,738,083

SEC. 3:

$1,493,267
$1,744,816
$500,000
$0

$3,738,083

That there be appropriated from the STATE HIGHWAY FUND (102)

Operation and Maintenance

$89,500

TOTAL

$89,500

$0

$89,500

Operation and Maintenance
Capital Outlay (including labor)

$2,367,183
$1,888,250

$0

$2,367,183
$1,888,250

TOTAL

$4,255,433

$0

$4,255,433

SEC. 4:

SEC. 5:

That there be appropriated from the STREET INCOME TAX FUND (103)

That there be appropriated from the NEIGHBORHOOD
IMPROVEMENT PROGRAM FUND (104)

Personal Services/Administrative Support
Operation and Maintenance

$0
$69,300

TOTAL

$69,300

SEC. 6:
That there be appropriated from the PARK AND RECREATION FUND (105)
Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)

$768,536
$620,619
$122,000

TOTAL
SEC. 7:
009 Fire Department

$89,500

$1,511,155
That there be appropriated from the PUBLIC SAFETY FUND (106)

$0
$69,300
$0

$69,300
$768,536
$620,619
$122,000

$0

$1,511,155

Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)

$4,945,636
$987,421
$318,432

$0
$0
$0

$4,945,636
$987,421
$318,432

TOTAL

$6,251,489

$0

$6,251,489

014 Police Department
Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)

$5,863,299
$924,764
$210,757

$0
$0
$0

$5,863,299
$924,764
$210,757

TOTAL

$6,998,820

$0

$6,998,820

TOTAL PUBLIC SAFETY

$13,250,309

$0

$13,250,309

SEC. 8:

That there be appropriated from the D.U.I. EDUCATIONAL FUND (109)

Operation & Maintenance

$11,000

TOTAL

$11,000

Ord. No. 15-23
Page 3 of 6
SEC. 9:

That there be appropriated from the FOREST HILL MAUSOLEUM FUND (110)

TOTAL

$25,000

$4,400

TOTAL

$4,400

$0

$25,000

$4,400
$0

$4,400

That there be appropriated from the SCARBROUGH TIF FUND (112)

Operation and Maintenance

$555

TOTAL

$555

$555
$0

$555

That there be appropriated from the ONEOHIO OPIOID SETTLEMENT FUND (113)

Operation and Maintenance

$40,000

TOTAL

$40,000

SEC. 13:

$25,000

That there be appropriated from the MANDATORY DRUG FINE FUND (111)

Operation and Maintenance

SEC. 12:

$11,000
2024 REVISED
BUDGET

$25,000

SEC. 11:

$0

2024
BUDGET

Operation & Maintenance

SEC. 10:

$11,000

$40,000
$0

$40,000

That there be appropriated from the CHIP FUND (117)

Operation and Maintenance

$125,875

TOTAL

$125,875

$125,875
$0

$125,875

SEC. 14:

That there be appropriated from the CDBG-CV FUND (118)

Operation and Maintenance

$334,550

TOTAL

$334,550

SEC. 15:

$0

$334,550

That there be appropriated from the C.H.I.P. PROGRAM INCOME
FUND (119)

Operation and Maintenance

$156,500

TOTAL

$156,500

SEC. 16:

$334,550

$156,500
$0

$156,500

That there be appropriated from the COMMUNITY DEVELOPMENT
BLOCK GRANT FUND (122)

Operation and Maintenance

$140,000

TOTAL

$140,000

$0

$140,000

Personal Services/Administrative Support

$389,760

$0

$389,760

TOTAL

$389,760

$0

$389,760

SEC. 17:

SEC. 18:

$140,000

That there be appropriated from the WORKER'S COMP FUND (124)

That there be appropriated from the INSURANCE RESERVE FUND (125)

Operation & Maintenance

$518,325

TOTAL

$518,325

$0

$518,325

Operation & Maintenance

$100,000

$0

$100,000

TOTAL

$100,000

$0

$100,000

SEC. 19:

SEC. 20:

That there be appropriated from the DEMOLITION DEFENSE FUND (126)

That there be appropriated from the SMALL BUSINESS GRANT FUND (127)

Operation and Maintenance

$159,860

TOTAL

$159,860

SEC. 21:

$159,860
$0

$159,860

That there be appropriated from the PRO PIQUA (128)

Operation and Maintenance

$60,000

TOTAL

$60,000

SEC. 22:

$518,325

That there be appropriated from the REVOLVING LOAN FUND (130)

$60,000
$0

$60,000

Operation and Maintenance
TOTAL
Ord. No. 15-23
Page 4 of 6
SEC. 23:

$13,200
$13,200
2024
BUDGET

$13,200
$0

$13,200
2024 REVISED
BUDGET

That there be appropriated from the COMMUNITY DEVELOPMENT
FUND (135)

Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses
TOTAL

$420,854
$115,965
($536,819)
$0

$420,854
$115,965
($536,819)
$0

$0

SEC. 24:

That there be appropriated from the AGRICULTURAL
REVOLVING LOAN FUND (142)
Personal Services/Administrative Support
Operation and Maintenance

$500
$45,000

TOTAL

$45,500

SEC. 25:

$0

$45,500

That there be appropriated from the ECONOMIC DEVELOPMENT
REVOLVING LOAN FUND (144)

Operation and Maintenance

$200,000

TOTAL

$200,000

SEC. 26:

$500
$45,000

$200,000
$0

$200,000

That there be appropriated from the SPECIAL ASSESSMENT DEBT
SERVICE FUND (202)

Operation and Maintenance

$2,000

TOTAL

$2,000

$2,000
$0

$2,000

SEC. 27:

That there be appropriated from the OPWC WASTEWATER LIFT STATIONS
DEBT SERVICE FUND (210)
Non Government/Transfers/Refunds

$33,419

TOTAL

$33,419

SEC. 28:

$0

$33,419

That there be appropriated from the OFFSITE PIPELINE
(OWDA) DEBT SERVICE FUND (250)

Non Government/Transfers/Refunds

$184,126

TOTAL

$184,126

SEC. 29:

$33,419

That there be appropriated from the EQUALIZATION TANK '08 NOTE
(OWDA) DEBT SERVICE FUND (254)

$184,126
$0

$184,126

Non Government/Transfers/Refunds

$295,246

TOTAL

$295,246

SEC. 30:

$2,303,440

TOTAL

$2,303,440

$2,233,450

TOTAL

$2,233,450

$177,568

TOTAL

$177,568

$3,278

TOTAL

$3,278

$2,303,440

$2,233,450
$0

$2,233,450

$177,568
$0

$177,568

$3,278
$0

$3,278

That there be appropriated from the NONTAX REVENUE BONDS '23
DEBT SERVICE FUND (263)

Non Government/Transfers/Refunds
TOTAL
Ord. No. 15-23
Page 5 of 6
SEC. 35:

$0

That there be appropriated from the SHAWNEE STORMWATER PROJECT
DEBT SERVICE FUND (261)

Non Government/Transfers/Refunds

SEC. 34:

$2,303,440

That there be appropriated from the OWDA WATER TOWER DEBT
SERVICE FUND (258)

Non Government/Transfers/Refunds

SEC. 33:

$295,246

That there be appropriated from the WASTEWATER PLANT ENGINEERING
DEBT SERVICE FUND (257)

Non Government/Transfers/Refunds

SEC. 32:

$0

That there be appropriated from the WATER PLANT OWDA DEBT
SERVICE FUND (256)

Non Government/Transfers/Refunds

SEC. 31:

$295,246

$146,157
$146,157
2024
BUDGET

$146,157
$0

$146,157
2024 REVISED
BUDGET

That there be appropriated from the LOCK 9 PARK IMPROVEMENTS FUND (342)

Operation and Maintenance
Capital Outlay (including labor)
Non Government/Transfers/Refunds

$20,000
$334,237
$226,729

$0

$20,000
$334,237
$226,729

TOTAL

$580,966

$0

$580,966

SEC. 36:

That there be appropriated from the SCOTT DR REDEVELOPMENT FUND (343)

Operation and Maintenance

$602,152

$0

$602,152

TOTAL

$602,152

$0

$602,152

SEC. 37:

That there be appropriated from the POWER SYSTEM FUND (401)

Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)
Overhead Transfers

$2,561,459
$31,624,879
$2,161,075
($175,000)

TOTAL

$36,172,413

SEC. 38:

$1,573,923
$3,212,592
$910,833
$2,665,134

TOTAL

$8,362,482

$1,717,308
$1,924,959
$747,500
$2,562,115

TOTAL

$6,951,882

$1,573,923
$3,212,592
$910,833
$2,665,134
$0

$8,362,482

$1,717,308
$1,924,959
$747,500
$2,562,115
$0

$6,951,882

That there be appropriated from the GARBAGE AND REFUSE FUND (405)

Personal Services/Administrative Support
Operation and Maintenance

$860,048
$1,391,251

TOTAL

$2,251,299

SEC. 41:

$36,172,413

That there be appropriated from the WASTEWATER SYSTEM FUND (404)

Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)
Non Government/Transfers/Refunds

SEC. 40:

$0

That there be appropriated from the WATER SYSTEM FUND (403)

Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)
Non Government/Transfers/Refunds

SEC. 39:

$2,561,459
$31,624,879
$2,161,075
($175,000)

$860,048
$1,391,251
$0

$2,251,299

That there be appropriated from the CITY INCOME TAX
ADMINISTRATION FUND (407)

Non Government/Transfers/Refunds

$14,800,000

TOTAL

$14,800,000

$0

$14,800,000

$250,621
$924,211

$0
$0

$250,621
$924,211

$1,174,832

$0

$1,174,832

SEC. 42:

That there be appropriated from the INFORMATION TECHNOLOGY
FUND (408)

Personal Services/Administrative Support
Operation and Maintenance
TOTAL

$14,800,000

SEC. 43:

That there be appropriated from the GOLF COURSE FUND (409)

Operation and Maintenance
Capital Outlay (including labor)

$988,655
$37,000

$0
$0

$988,655
$37,000

$1,025,655

$0

$1,025,655

Operation & Maintenance
Capital (including labor)

$669,416
$1,370,000

$0

$669,416
$1,370,000

TOTAL

$2,039,416

$0

$2,039,416

TOTAL
SEC. 44:

That there be appropriated from the FORT PIQUA PLAZA FUND (410)

SEC. 45:
That there be appropriated from the STORMWATER UTILITY FUND (411)
Personal Services/Administrative Support
Operation and Maintenance
Capital Outlay (including labor)
Non Government/Transfers/Refunds

$289,812
$619,548
$417,250
$3,278

TOTAL
Ord. No. 15-23
Page 6 of 6

$1,329,888
2024
BUDGET

$289,812
$619,548
$417,250
$3,278
$0

$1,329,888
2024 REVISED
BUDGET

SEC. 46:

That there be appropriated from the UTILITIES BUSINESS OFFICE
FUND (413)
Personal Services/Administrative Support
Operation and Maintenance
Allocated Expenses
TOTAL

.

$672,623
$590,558
($1,263,181)
$0

SEC. 47:
That there be appropriated from the UNCLAIMED TRUST (606)
Non Government/Transfers/Refunds

$2,000

TOTAL

$2,000

SEC. 48:
That there be appropriated from the LAW ENFORCEMENT TRUST (609)
Operation and Maintenance

$50,000

TOTAL

$50,000

SEC. 49:
That there be appropriated from the CONSERVANCY FUND (611)
Operation and Maintenance

$58,505

TOTAL

$58,505

$672,623
$590,558
($1,263,181)
$0

$0
$2,000

$0

$2,000
$50,000

$0

$50,000
$58,505

$0

$58,505

SEC. 50:

That there be appropriated from the CITY HEALTH INSURANCE
FUND (614)
Operation and Maintenance

$155,000

$155,000

TOTAL
SEC. 51:
Administrative Support

$155,000
That there be appropriated from the EMPLOYEE FLEXIBLE SPENDING
FUND (615)

TOTAL

$250,000
$250,000

SEC. 52:
That the sum appropriated are actual expenditures for goods and services or other government
functions performed in the calendar year 2024. Future commitments representing encumbrances of fund balance or
future receipts will be appropriated in the future year when those services or goods are rendered to the city.
SEC. 53:
That the sums expended from the appropriations and which are proper charges against any other
department or against any person, firm or corporation which are repaid with the period covered by such appropriations
shall be considered reappropriated for such original purposes; provided, that the net total of expenditures under any
item of said appropriations shall not exceed the amount of the item.
SEC. 54:
That the Director of Finance is hereby authorized and directed to draw her warrant upon the City
Treasury for the amounts appropriated in this order when claims are properly presented and approved, the same to be
chargeable to the appropriations for the year 2024 when passed and legally contracted for in conformity by law.
SEC. 55:
That the Finance Director at the discretion of the City Manager make temporary advances from the
General Fund to any Fund to cover temporary shortages of cash until revenues or permanent transfers become
available to repay that temporary advance. That these advances may not exceed $1,000,000 in the aggregate nor
extend past December 31, 2024; except those that are to be reimbursed by federal, state or other grant programs that
were previously approved by this Commission.
SEC. 56:

That all ordinances, or parts of ordinances, inconsistent with this ordinance be and they are hereby

repealed.

KRIS LEE, MAYOR
PASSED:

ATTEST:

CLERK OF COMMISSION

The Motion to adopt the foregoing Ordinance was offered by _____________________________________,
seconded by _____________________________________, and on roll call the following vote ensued:
Mayor Kris Lee

________________

$0

$155,000

$250,000
$0

$250,000

ORDINANCE NO. O-11-24
AN ORDINANCE PERMITTING THE COMMISSION TO REMOVE APPOINTED
REPRESENTATIVES FROM BOARDS CREATED BY THE COMMISSION
Whereas, the Commission has established several boards under Chapter 32 of the
Piqua City Code;
Whereas, some of the boards created do not have provisions for the removal of
members from said board;
NOW THEREFORE, BE IT ORDAINED by the Commission of the City of Piqua, State of
Ohio, a majority of all members elected thereto concurring, that:
SECTION I:

The following removal provision shall be applicable to any and all
boards created by the City Commission under Chapter 32 of the Piqua
City Code:
Any member of any board may be removed upon a majority vote of
the Piqua City Commission. Any board vacancy created by such action
of the Commission shall be filled by the Commission, and the
Successor so duly appointed shall serve the remaining term of the
removed board member;

SECTION II:

This ordinance shall be in addition to any other reasons for removal
as set forth in any ordinance of Chapter 32 of the Piqua City Code;

SECTION III:

This ordinance shall be effective at the earliest time permitted by law.

1st Reading – 6/18/2024
2nd Reading –7/16/2024
3rd Reading – 8/20/2024
_________________________________
KRIS LEE, MAYOR
PASSED: _____________________________
ATTEST: ______________________________
MELISSA KINNEY
CLERK OF COMMISSION
The Motion to adopt the foregoing Ordinance was offered by _______________________,
seconded by ____________________________, and on roll call the following vote ensued:

Mayor Kris Lee
Commissioner James Vetter
Commissioner Frank DeBrosse
Commissioner Thomas Hohman
Commissioner Paul Simmons

____________
____________
____________
____________
____________

Item # R-89-24

Commission Agenda
Staff Report
MEETING DATE

June 18, 2024

A resolution presenting the Annual Tax Budget to the
REPORT TITLE Commission for 2025 according to Section 5705.28 and
Section 5705.30 of the O.R.C.
Name & Title: Jerald O’Brien, Finance Director
SUBMITTED BY Department: Finance
AGENDA CLASSIFICATION

Consent

Regular

Ordinance
Resolution
City Manager
Finance Dir.
APPROVALS/REVIEWS
Development Director
Law Director
The city is required to adopt a tax budget and submit it to
BACKGROUND the County Budget Commission by July 20th of each year for
the ensuing year. The tax budget is submitted to the
County Budget Commission to demonstrate financial need
to the County Budget Commission and to qualify the city to
receive property tax collections and local government
funding. Passage of the tax budget is necessary for the city
to qualify to receive funds.
Budgeted $:
$114,948,326
BUDGETING AND
FINANCIAL IMPACT Expenditure $: $114,948,326
Source of
Funds:
Narrative:
1.
Approve the Resolution for the approval of the Year
OPTIONS
2025 Tax Budget to provide the required
information to the County Budget Commission.
2.
Do not approve the Resolution for the Year 2025 Tax
Budget.
PROJECT TIMELINE June 18th, 2024
STAFF RECOMMENDATION We are requesting approval of the Resolution approving the
proposed 2025 Tax Budget for the City.
ATTACHMENTS Year 2025 Tax Budget and Draft Ordinance

Item # R-90-24

Commission Agenda Staff
Report
MEETING DATE June 18, 2024
REPORT TITLE

A resolution authorizing the City Manager to sign a contract with the company
Cleargov for a Budgeting Software Program

SUBMITTED BY Jerry O’Brien, City Finance Director
Finance Department
AGENDA
CLASSIFICATION
APPROVALS/REVIEWS

Consent

Ordinance

City Manager

Resolution

Regular

Law Director

Finance Director
BACKGROUND
(Description,
background,
justification)

The annual budgeting process is a complex process that involves the entire
leadership team, Finance staff, and multiple staff across all departments. There
are multiple meetings and communications involving the City Manager, the
Finance Department, and City Leadership to arrive at a first draft. The process
takes approximately 2 months to prepare a draft to present to the City
Commission for their consideration. The draft may then undergo more
revisions as the Commission reviews it. Currently, the city is utilizing multiple
Excel spreadsheets to compile the annual budget. Once the budget is
approved, the entire budget must be entered into the accounting system. This
is a very cumbersome process and is subject to errors due to the large volume
of data entry involved by multiple people, as well as formula problems that are
an inherent risk of using Excel.
Cleargov is a software solution for compiling and managing the budget creation
process. The multiple Excel files are eliminated as the budget is managed in
one place providing improved control and increased speed over the process.
Data entry is vastly reduced since it allows for direct uploads from and to the
accounting system. It would eliminate many staff hours from the process.
The system has a robust reporting system that will make it easier for the
Commission and the Leadership Team to view and analyze the budget during
the process.
The contract would start on June 30, 2024, and expire on December 31, 2027.

BUDGET/FINANCIAL Budgeted $:
IMPACT
(Project costs and Expenditure $:
funding sources)
Source of Funds:

$13,987.50 for 2024
$73,988 total contract

Narrative:
OPTIONS 1.
(Include deny
/approval option)
2.

Pass the Resolution to authorize the City Manager to sign the contract.
Deny the City Manager authorization to sign the contract.

PROJECT TIMELINE Implementation would begin immediately and is expected to be completed in
60 to 90 days.
STAFF Approve the proposed resolution.
RECOMMENDATION
ATTACHMENTS Custom Service Order & Proposal

RESOLUTION NO. R-90-24
A RESOLUTION AUTHORIZING THE CITY MANAGER TO ENTER INTO A CONTRACT
WITH CLEARGOV FOR A SOFWARE SOLUTION TO AID IN THE ANNUAL
BUDGETING PROCESS
WHEREAS, the annual budgeting process is performed annually to create a
legal budget to allow the city to expend funds; and
WHEREAS, this process is a complex endeavor that involves the City
Commission, the leadership team of the city, and many staff members of the City;
and
WHEREAS, the current process used by the city is cumbersome and has the
potential for errors; and,
WHEREAS, staff have identified a solution that would streamline the process
and provide better data integrity through stronger internal controls over the
process.
NOW, THEREFORE, BE IT RESOLVED by the Commission of the City of Piqua,
Miami County, Ohio, the majority of all members elected thereto concurring, that:
SEC. 1:

The City Manager is hereby authorized to enter into a contract
with Cleagov to purchase a budget process software solution.

SEC. 2:

The Finance Director certifies that funds are available and is
hereby authorized to draw his warrants from time to time on
the appropriate account of the City Treasury in payment
according to contract terms, not exceeding a total of $76,013.

SEC. 3:

This Resolution shall take effect and be in force from and after
the earliest period allowed by law.

_______________________________
KRIS LEE, MAYOR
PASSED: _______________________
ATTEST:

_______________________
MELISSA KINNEY
CLERK OF COMMISSION

The Motion to adopt the foregoing Resolution was offered by___________________________,
seconded by__________________________________, and on roll call the following vote ensued:
Mayor Kris Lee
Commissioner Frank DeBrosse
Commissioner James Vetter
Commissioner Paul Simmons
Commissioner Thomas Hohman

_____________________
_____________________
_____________________
_____________________
_____________________

Service Order
2 Mill & Main; Suite 630; Maynard, MA 01754
Created by Dennis Maher

Order Date

Contact Phone 817-205-9980

Order valid if signed by

Contact Email [email protected]

Jun 6, 2024

Jun 30, 2024

Customer Information
Customer City of Piqua

Contact Jerald O'Brien

Address 201 West Water Street

Billing Contact Jerald O'Brien

Title Finance Director

City, St, Zip Piqua, Ohio 45356

Email [email protected]

Phone 937-778-8300

Title Finance Director
Email [email protected]
PO # (If any)

This Service Order will be contracted through...
Procurement Aggregator
ClearGov Contract
Buyboard
Buyboard Proposal No. #692-23
The Services you will receive and the Fees for those Services are...
Set up Services

Tier/Rate

Service Fees

ClearGov Setup: Includes activation, onboarding and training for ClearGov solutions

Tier 2

($

8,100.00)

ClearGov Setup: BCM Bundle Discount - Discount for bundled BCM solutions expires June 30, 2024

Tier 2

($

(4,050.00)

Total ClearGov Setup Service Fee - Billed ONE-TIME ($

4,050.00)

Subscription Services

Tier

Service Fees

ClearGov BCM Operational Budgeting - Civic Edition

Tier 2

($

14,100.00)

ClearGov BCM Personnel Budgeting - Civic Edition

Tier 2

($

12,800.00)

ClearGov BCM Capital Budgeting - Civic Edition

Tier 2

($

10,400.00)

ClearGov BCM Bundle Discount: Discount for bundled BCM solutions

Tier 2

($

(9,325.00)

Total ClearGov Subscription Service Fee - Billed ANNUALLY IN ADVANCE ($ 27,975.00)

ClearGov will provide your Services according to this schedule...
Period
Start Date
End Date
Description
Setup
Jul 1, 2024
Jul 1, 2024
ClearGov Setup Services
Pro-Rata
Jul 1, 2024
Dec 31, 2024
ClearGov Subscription Services
Initial
Jan 1, 2025
Dec 31, 2027
ClearGov Subscription Services
To be clear, you will be billed as follows...
Billing Date(s)
Amount(s)
Notes
Jul 1, 2024
($
4,050.00) One Time Setup Fee
Jul 1, 2024
($
13,987.50) 6 Month Pro-Rata Subscription Fee
Jan 1, 2025
($
27,975.00) Annual Subscription Fee
Additional subscription years and/or renewals will be billed annually in accordance with pricing and terms set forth
herein.
Billing Terms and Conditions
Valid Until

Jun 30, 2024 Pricing set forth herein is valid only if ClearGov Service Order is executed on or before this date.

Payment

Net 30

Initial Period
Rate Increase

3% per
annum
6% per
annum

Rate Increase

All invoices are due Net 30 days from the date of invoice.
During the Initial Service Period, the Annual Subscription Service Fee shall automatically increase by this amount.
After the Initial Service Period, the Annual Subscription Service Fee shall automatically increase by this amount.

General Terms & Conditions
Customer Satisfaction
Guarantee
Statement of Work

Taxes

Appropriations

Term & Termination

Auto-Renewal

Agreement

During the first thirty (30) days of the Service, Customer shall have the option to terminate the Service, by providing
written notice. In the event that Customer exercises this customer satisfaction guarantee option, such termination
shall become effective immediately and Customer shall be eligible for a full refund of the applicable Service Fees.
ClearGov and Customer mutually agree to the ClearGov Service activation and onboarding process set forth in the
attached Statement of Work. 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 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.
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.
Subject to the termination rights and obligations set forth in the ClearGov BCM Service Agreement, this ClearGov
Service Order commences upon the Order Date set forth herein and shall continue until the completion of the Service
Period(s) for the Service(s) set forth herein. Each Service shall commence upon the Start Date set forth herein and
shall continue until the completion of the applicable Service Period. To be clear, Customer shall have the option to
Terminate this Service Order on an annual basis by providing notice at least sixty (60) days prior to the end of the
then current Annual Term.
After the Initial Period, the Service Period for any ClearGov Annual Subscription Services shall automatically renew for
successive annual periods (each an "Annual Term”), 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.
The signature herein affirms your commitment to pay for the Service(s) ordered in accordance with the terms set
forth in this ClearGov Service Order and also acknowledges that you have read and agree to the terms and conditions
set forth in the ClearGov BCM Service Agreement found at the following URL: http://www.ClearGov.com/terms-andconditions. This Service Order incorporates by reference the terms of such ClearGov BCM Service Agreement.

Customer

ClearGov, Inc.

Signature

Signature

Name

Name Bryan A. Burdick

Title

Title President

Please e-mail signed Service Order to [email protected] 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

Statement of Work
This Statement of Work outlines the roles and responsibilities by both ClearGov and Customer required for the activation and onboarding of the ClearGov
Service. ClearGov will begin this onboarding process upon execution of this Service Order. All onboarding services and communications will be provided
through remote methods - email, phone, and web conferencing.
ClearGov Responsibilities
- ClearGov will activate ClearGov Service subscription(s) as of the applicable Start Date(s). ClearGov will create the initial Admin User account, and the
Customer Admin User will be responsible for creating additional User accounts.
- ClearGov will assign an Implementation Manager (IM) responsible for managing the activation and onboarding process. ClearGov IM will coordinate
with other ClearGov resources, as necessary.
- ClearGov IM will provide a Kickoff Call scheduling link to the Customer’s Primary Contact. Customer should schedule Kickoff Call within two weeks after
the Service Order has been executed.
- 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.

PREPARED ON
June 6, 2024

PREPARED FOR
Jerald O'Brien
Finance Director
City of Piqua

PREPARED BY
Dennis Maher
ClearGov, Inc.
[email protected]
817-205-9980

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 1 of 36

OUR MISSION

We Create Easy-to-Use Software
to Help local governments Plan and
Budget Better

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 2 of 36

June 6, 2024

Jerald O'Brien
Finance Director
City of Piqua
201 West Water Street
Piqua, Ohio 45356
Dear Jerry,
Per our discussions, I am pleased to provide you and your team at Piqua with the attached software
proposal for your consideration
Our mission at ClearGov is to create easy-to-use, modern software to help local governments plan and
budget better. We make it easy for local governments like yours to operate more efficiently and
communicate more effectively. Our solutions are easy to afford, implement, and use. They don't cause a
lot of upheaval, and they don't force you to reinvent the wheel. ClearGov solutions are designed to be
just right for local governments like Piqua.
We fully appreciate the demands on your time, so I’d like to thank you in advance for the time that you
and your team will spend reviewing this proposal. If you have any questions or need additional
information of any kind, please do not hesitate to ask.
ClearGov is the leading provider of budgeting and planning solutions for local government agencies, so
I am confident that you and your team will be impressed by the ClearGov solutions and even more
impressed by how hard we will work to make you happy.
We look forward to working with you.
Sincerely yours,

Dennis Maher
ClearGov, Inc.
[email protected]
817-205-9980

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 3 of 36

EXECUTIVE SUMMARY

5

BUDGET CYCLE MANAGEMENT OVERVIEW

8

PRODUCT SCOPE

27

INVESTMENT

30

IMPLEMENTATION PLAN

31

TRAINING & SUPPORT

38

TECHNICAL & SECURITY OVERVIEW

40

FAQs

42

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 4 of 36

EXECUTIVE SUMMARY
Mission
ClearGov is the leading provider of budgeting and planning solutions for local government agencies.
ClearGov’s mission is to create easy-to-use, modern software that helps local governments plan and
budget better. We believe that every local government should have the opportunity to leverage
technology to operate more efficiently and communicate more effectively. We pursue this mission by
carefully designing solutions that are clear, collaborative, compelling and cost-effective to fuel better
budgeting and drive community support.

Solutions Overview
Based on our conversations with Piqua and our understanding of your key needs and objectives, we are
proposing the following ClearGov solutions:

ClearGov Operational Budgeting
●
●
●
●
●

A robust, yet simple-to-use budgeting solution that is specifically tailored to the needs of local
governments to streamline the budgeting process.
Enables finance teams to easily collaborate in real time
Eliminates spreadsheet errors
Provides visual dashboards for all funds summary and budget to actuals
Enables end-of-year projections and fund balance analytics

ClearGov Personnel Budgeting
●
●
●
●
●

A filterable personnel dashboard provides a birds-eye view of your headcount budget and
enables you to visually compare unlimited personnel budgeting scenarios
Automated workflows streamline position and reclassification requests
Create salary and benefits plans for up to 20 years
Analyze the effects of salary/benefit adjustments for more informed union negotiations
Create and export custom reports to share your personnel budget internally and externally

ClearGov Capital Budgeting
●
●
●
●
●

Utilize built-in templates to easily create customized capital request forms
Automated workflows collect, organize and present capital requests in an intuitive dashboard
with the ability to filter by department, funding source, request type and more
Leverage capital request template forms and create custom forms
Create unlimited multi-year scenario plans to optimize capital utilization
Score and rank capital requests based on custom criteria to prioritize requests

Investment
ClearGov offers solutions that are affordable for local governments of all shapes and sizes. A summary of
your investment in the ClearGov Solutions proposed herein includes:

Setup Service Fees (One time investment)
Setup Fee: Includes - Full activation and setup; Data
onboarding; Client training
Setup Discount: If signed by June 30, 2024
Total Setup Service Fees

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

$8,100
($4,050)
$4,050

Page 5 of 36

Annual Subscription Service Fees (Annual investment)
ClearGov Operational Budgeting

$14,100

ClearGov Personnel Budgeting

$12,800

ClearGov Capital Budgeting

$10,400

Bundle Discount

($9,325)

Total Annual Subscription Service Fees

$27,975

Implementation Plan
You will be assigned an Implementation Manager (IM), who will develop a plan to get your team up
and running that is based on your specific goals and timeline. The ClearGov Onboarding Process will
have a big impact on your overall success with our platform, and as such, it is a team effort between you
and ClearGov that includes three key components:

General Ledger Data Mapping
●

A ClearGov Sr. Data Advisor will format, upload and map your financial data (i.e. revenue and
expense data). Your role is to provide us with a complete set of data files as well as guidance on
how you would like to view the data, and to review and provide feedback along the way. This is
the most important onboarding step as it enables the full use of the budgeting applications.

Training
●

Our products are designed to be intuitive and easy to use, but ClearGov provides a robust set of
self-directed training resources, as well as live custom workshops to share best practices and
help you get the most from our solutions.

Configuration
●

Once trained, you can easily configure the ClearGov platform to meet your specific needs - for
example - by customizing capital request forms; creating wage schedules; selecting the panels
to include in your Transparency Center; etc.

Timeframe
●

We have learned that different customers have different priorities, so the onboarding process
usually takes between 60 - 90 days. If you have a specific deadline, please let me or your
Implementation Manager know, and we’ll get back to you quickly to let you know if it’s possible,
as well as what needs to happen - by when - to achieve that deadline.

Conclusion
In the pages that follow, we’ll explain how and why ClearGov solutions not only offer the best value for
Piqua, but also make your day-to-day operations more efficient, productive, and impactful.
As the leading provider of budgeting and planning solutions, ClearGov is committed to helping local
governments like yours “make democracy work better”. And while that may sound lofty, “democracy” is
simply what you do every day. We just want to help you do it in a modern, data-driven way — a way
that makes your job easier, lightens your load, showcases all the good work that you do, and ultimately
helps you better serve your community.
ClearGov already works with hundreds of local governments, schools, counties and other agencies
across the country, and we’d be delighted to welcome Piqua into the fold. If you have questions or
concerns as you review this proposal, please do not hesitate to reach out. Thank you for your
consideration.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 6 of 36

BUDGET CYCLE MANAGEMENT OVERVIEW
We know that you’re working hard to make your local government run better, and you know that
technology can help you get it done. Unfortunately, most of the gov-tech software on the market right
now is designed for sprawling megacities or state and federal government — not local agencies like
yours. So, these platforms are often complicated, expensive, and loaded with bells and whistles that
you’ll never use. You don’t need a chainsaw to carve a turkey. You simply need the right tool for the job.
ClearGov, the leader in modern budgeting and planning solutions, is built from the ground up
specifically for local governments. It does everything you need it to do. It’s just-right software for
agencies that are looking to take that critical next step toward modernizing their budget process.
Therefore, all ClearGov solutions are:

CLEAR AND EASY TO USE
At ClearGov, everything we do is designed to make complex government data easy
to understand and easy to use, internally and by the public at large. We present
data in readily-understood infographic form, and offer an interface for our internal
tools that’s easy for every staff member to learn and use.

CLOUD-BASED
Web-based software requires no installation, no maintenance and is always
up-to-date. Plus, it gives local governments the ability to quickly adjust to evolving
input and changing dynamics. We host our software and our data with Amazon
Web Services, which ensures data security and world-class software performance.

CONNECTED
All ClearGov solutions share a common data set and work together seamlessly. Plus,
when you’re ready to implement, we do all the heavy lifting for you. To get started,
all you have to do is send us an Excel file with your financial data, and we’ll onboard
it for you.

COLLABORATIVE
ClearGov solutions are designed to improve collaboration and efficiency by
automating processes and outcomes. Streamlining the collaborative process is vital
to prevent key items from falling through the cracks. Centralization and remote
access to documents, systems and processes is mission-critical.

COST EFFECTIVE
ClearGov is built and priced for local governments. Our packages are all-inclusive, so
you’ll never be charged extra for per-seat licenses, never be surprised with hidden
fees, and never pay for support or product updates...never.

Our goal is to delight our customers with unbeatable value in everything we do.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 7 of 36

Budget Better Together
ClearGov Operational Budgeting is a suite of
flexible, cloud-based budgeting, forecasting and
fund balance modules designed to leverage your
existing financial data into a more efficient and
collaborative budget building process that
streamlines communication with department
heads and other budget stakeholders.
It is a one-stop shop to dynamically forecast what-if
scenarios, build a budget and communicate
budgeting rationale. Designed specifically for local
governments and school districts, ClearGov
Operational Budgeting is a giant step forward from
building your budgets and forecasts with Excel or
the legacy accounting system budgeting tools.
Watch a 5 minute micro-demo here

✔ Budget Dashboard

✔ Departmental Collaboration

✔ All Funds Summary

✔ End of Year Projections

✔ Automated Audit Trail

✔ Integrated Report Builder

✔ Budget to Actuals Charts

✔ Fund Balance Metrics

✔ Unlimited Budgets

✔ Multi-Year Forecasting, and more...

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 8 of 36

Budget Builder
ClearGov’s Budget Builder helps your staff budget
better, together. Using a single, shared online
workspace, financial executives, committee members,
and department heads can collaborate on building a
budget using an efficient tool that’s been designed
specifically to meet the budgeting needs of local
governments.
●

Choose your baseline: Base your budget on last
year’s data, on a simple-to-generate budget
forecast (see below) or use zero-based budgeting.

●

Collaborate effectively: ClearGov Budgets makes it easy to manage, merge, track and review
budget requests and changes as a team, every step of the way.

●

Create unlimited budgets: Create multiple budgets every year across different funds or for the
same fund. You can even build out what-if scenarios.

●

Add notes and supporting material: Comments and supporting documents are easily
attached directly to line items so they are readily available for reference.

●

Keep a thorough audit trail: Automatically track every change, comment, and version so you
always know who changed what and when.

●

Build custom reports with a click: Easily create and export custom reports to share your
operational budget with internal and external stakeholders and existing systems.

●

Operational Budget Dashboard: Quickly see and share the status of your budget-building
process. Filter on current and historical financial data. Automatically aggregate all budget
requests in one place.

All Funds Summary
With ClearGov’s automated All Funds Summary
dashboard, you can easily review your holistic budget. No
more switching between spreadsheet tabs or scrolling
screen by screen to get the full picture.
●

Automated Summary: View your budget across
all funds via an interactive, visual dashboard.

●

Toggle Your Views: Filter and sort functionality is
built-in. You can toggle your view by fund,
department or object.

●

All Funds Summary Export: Online collaborators will have access to the All Funds Dashboard,
and with one click, you can export a full report to Excel, CSV or PDF.

.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 9 of 36

End of Year Projections
As your fiscal year progresses or as the fiscal year-end
approaches, your collaborators can submit end-of-year
projections. ClearGov automatically updates your
projected fund balances to help you make more informed
decisions for next year’s budget.
●

EOY Collection: Seamlessly include an
“End-of-Year Projection” column in your budget
workspace. Default to previous year’s numbers or
zero-balance.

●

Fund Balance Analysis: Utilize interactive charts to give your finance team new perspectives
and insights on your projected Fund Balances.

●

Pin Your Chart: Your collaborators can pin their fund balance chart to their workspace to see
live updates as they work through their budget requests entry.

Why does Piqua need this?
●

Improve accuracy: Nearly 9 out of 10 spreadsheets contain errors. Finding those mistakes and
fixing them can be frustrating and wastes precious time. But ClearGov is cloud-based, so
everybody works on the same error-free master file vs. a multiple spreadsheet monster that has
to be managed and merged manually.

●

Collaborate more effectively: ClearGov allows everyone involved to work from the same
platform, share comments and suggestions, and immediately see the impact across the
organization — in real time — as budget development unfolds.

●

Free up time and resources: Preparing the annual budget consumes a big chunk of your time,
but it's not the only thing you do. Modernizing your budgeting process will free up your time
and talent to focus on other critical projects as well.

●

Make better budgeting decisions: ClearGov’s dynamic, graphical interface helps you clearly
visualize historical trends — at a glance — so you can readily identify areas that are consistently
under or over budget and make adjustments accordingly.

●

Plan for the long term: Access to an AI-driven forecasting tool enables you to better assess how
budget decisions made today will impact revenues and expenditures down the road. Create
multiple forecasts to better plan for “best case” or “worst case” scenarios.

●

Identify areas of potential overspend/prevent waste: With instant, easy access to
benchmarking data, you can uncover areas for savings quickly and adjust your budget
accordingly.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 10 of 36

Modern Personnel Planning
Chances are that people represent the biggest
chunk of your annual budget, and it’s also the most
complicated. ClearGov’s Personnel Budgeting
solution enables you to throw away those massive
spreadsheets that you’ve been managing by hand
and streamlines the entire personnel planning and
forecasting process in a single, cloud-based,
collaborative solution.
Complete with powerful tools to manage position
requests, inform union negotiations and much
more, ClearGov’s Personnel Budgeting application is
a unique software platform built specifically to help
finance directors more easily budget for salaries,
benefits and other personnel costs.
Watch a 5 minute micro-demo here

✔ Personnel Dashboard

✔ Union Negotiation Planning

✔ Position Request Manager

✔ Multi-year Position Budgeting

✔ Vacancy Planning

✔ Integrated Report Builder

✔ Unlimited Scenario Planning

✔ And more...

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 11 of 36

Personnel Request Manager
The ClearGov Personnel Budgeting solution enables you
to quickly and easily setup and organize your personnel
data, collective bargaining rules, open positions and
more. Automated workflow tools enable you to capture
position requests in a digital format and automatically
incorporate these changes into your personnel planning
model.
●

Position Management: Easily import all people,
positions and units from your accounting system
and set up rules for steps, lanes, benefits, overtime
and more.

●

Digital Request Forms: Stop using paper or Excel request forms. Enable department heads to
submit new position requests using digital request forms, and all data is automatically
captured within your personnel plan.

●

Request Manager: Manage all new position requests from one table. Easily see the details of
each request, add comments for the requester, and take other actions on the request. Requests
can be included in scenarios to see the impact of new positions as you build your personnel
budget.

Personnel Planning
ClearGov Personnel Budgeting provides a powerful yet
intuitive set of tools to review, plan, compare and
communicate multiple personnel plan scenarios to help
you make smart decisions about your team and your
budget. Compare and contrast single year or multi-year
budgets. Easily alter any of your key assumptions to
examine unlimited what-if scenarios.
●

Data and Rules Manager: Intuitive tools enable
you to set up and manage key assumptions and
rules by position or by CBA unit.

●

Scenario Planning: Seamlessly create unlimited,
personnel budget scenarios based on applicable rules and assumptions by unit, by position or
by individual.

●

Union Negotiations: Analyze the effects of adjustments to salaries and benefits for more
informed negotiations.

●

Vacancy Planning: Get a complete picture of your current and future workforce budget; create
and fill vacant positions on specified dates.

●

Multi-Year Planning: Automatically create salary and benefit plans for up to 20 years in the
future.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 12 of 36

Personnel Dashboard
ClearGov Personnel Budgeting rolls up all of your critical
information into an easy-to-read, graphical dashboard to help
you immediately see the impact of key decisions and share
these insights with the rest of your team in a common
cloud-based environment.
●

Robust Filtering: Immediately see the impact on
your headcount plans from multiple angles. Filter
your personnel dashboard by department, job type,
position, unit, and more.

●

Report Builder: Create and export custom reports to
share your workforce budget with internal and external stakeholders and existing systems.

Why does Piqua need this?
●

Scrap the Spreadsheets: Get rid of those massive personnel planning spreadsheets and stop
sorting through emails to find the right update. Best of all, eliminate those tedious spreadsheet
errors that take hours and hours of precious time to find and fix. ClearGov is cloud-based, so
everybody works on the same error-free master file vs. a multiple spreadsheet monster.

●

Accurate forecasts: More accurately forecast personnel expenses, including salaries, benefits
and other ancillary compensation such as overtime to help you make better, fact-based
decisions today.

●

Critical insights: Leverage scenario planning to understand the true impact of key labor
contract negotiations, plan for vacancies, furloughs and more.

●

Save time and effort: Manage new position and reclassification requests more efficiently and
incorporate those changes directly into your planning.

●

Streamline Budget Reviews: Share your dashboard and key reports with internal and external
stakeholders for review, feedback and approval. With all of the relevant information in one
place, your budget review meetings will be a snap.

●

Synchronized budgeting: ClearGov’s Personnel Budgeting also syncs directly with ClearGov
Operational Budgeting to further streamline your overall annual budgeting process.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 13 of 36

Smart Capital Planning
Capital planning doesn’t have to be complicated and
it definitely doesn’t need to be manual. It’s time to get
rid of those hard copy capital request forms and move
your entire capital planning process into the digital
age.
ClearGov Capital Budgeting is the first cloud-based
capital improvement planning (CIP) solution
specifically designed for local governments that
streamlines requests, provides a multi-year scenario
optimization process, and generates website-based
pages automatically for each capital improvement.
Watch a 7 minute micro-demo here

✔ Capital Budgeting Dashboard

✔ Unlimited Contributors

✔ Capital Request Manager

✔ Project Request Templates

✔ Request Scoring & Ranking

✔ Integrated Report Builder

✔ Unlimited Scenario Planning

✔ And more…

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 14 of 36

Capital Requests
The Capital Request function is a dashboard-driven tool
that automates and optimizes the process of collecting,
organizing, and reporting capital requests across all
departments and automatically populates your capital
plan. Think of it as a modern, digital-first solution to an
age-old, paper problem.
●

Digitize your requests: Save some trees with a
simple online form that captures and submits
requests electronically.

●

Customize your form(s): Easily customize the default templates with a few simple clicks to
precisely fit your needs and preferences. Create as many different form types as you need.

●

Automate your workflow: Initiate, collect, track, and manage all your requests online, even set
triggered reminders for department heads.

●

Digital audit trail: Your department heads can easily attach pictures, PDFs, and other
supplemental materials to their digital request form. These materials travel with the request, so
they’re always just a click away.

●

View capital requests at a glance: Report and review requests by department, funding source,
fiscal year, and more — all from an intuitive dashboard.

Scenario Planning
All capital request data is automatically integrated into
the Scenarios functionality. Powerful but simple tools
enable you to easily and visually identify how your
expected funding matches up against all of the requests.
Scenarios makes it point-and-click easy to examine
multiple scenarios to help you make insightful decisions
about which projects you need and can afford to fund.
●

Unlimited Scenarios: Easily create, analyze and
compare multiple scenario plans to propose and
optimize your capital budget - both near and
long term.

●

Scoring and Ranking: Assign priorities and ratings to each project based on how they directly
impact your key strategic initiatives.

●

Shift Funding Assumptions: Can’t afford to completely fund a project in one year...no problem.
ClearGov Capital Budgeting enables you to spread funding assumptions across multiple years
and explore multi-year what-if scenarios.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 15 of 36

Capital Budgeting Dashboard
The Capital Budgeting dashboard centralizes everything
you need to plan and present your budget and provide
deeper insight into capital requests. Use filters to visualize
the data from multiple angles while you review capital
costs, funding sources, operational costs, cost savings and
project revenue.
●

Robust Filtering: Immediately see the impact of
capital requests on your budget from multiple
angles. Filter your dashboard by department,
year, request type and more.

●

Auto-generated graphs: View your capital budget data with auto-generated charts that can be
downloaded instantly to be used in presentations or shared with stakeholders.

●

Analyze Requests: Easily click on a request to drill down into the details to see pictures,
attachments and a cost breakdown.

Why does Piqua need this?
●

It’s so much more efficient: The sooner you automate out-dated manual processes, the more
efficiently you can govern. Once you streamline the tedious task of organizing your capital
requests, you’ll have more time and energy to invest in one of the most critical components of
good governance — strategic planning.

●

Eliminate the paper chase: Instead of chasing down paper requests and slogging through the
data entry process, you can kick off each new request cycle with a click.

●

Critical insights: Leverage scenario planning to understand the true impact of key capital
projects in both the short term and over time.

●

Shine a spotlight on community development: A good chunk of every tax dollar funds
important CIPs in your community — things like new construction, improvements to
infrastructure, and other key initiatives. Keep residents (and the press) informed about the
issues they care about most.

●

Synchronized budgeting: ClearGov’s Capital Budgeting syncs directly with ClearGov
Operational Budgeting to further streamline your overall annual budgeting process. Capital
Budgeting also syncs with and automatically generates a capital request summary with detail
pages for each department/request for your ClearGov Digital Budget Book.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 16 of 36

PRODUCT SCOPE
In the interest of transparency, we want to provide guidance around the scope of usage that is included
with each ClearGov solution. The tables below do not provide a detailed list of every feature and/or
function included in the product. These tables provide a summary of the key things that you can do
with each solution once your account has been activated.

ClearGov Operational Budgeting - Product Scope
Once your data has been onboarded, ClearGov Operational Budgeting enables Piqua team members to
execute a variety of tasks, as outlined in the table below. ClearGov products are designed to be easy to
use and intuitive, and with the training we provide, you should have all the expertise you need to fully
leverage the platform.

Service Description

In Scope

Create Forecasts: Auto generate one or more forecasts for each
of your funds. Modify forecasts based on what-if scenarios
adjust parameters as needed.

Unlimited forecasts

Create Budgets: Create one or more budgets for each of your
applicable funds. Invite collaborators, iteratively build the
budget and share with reviewers.

Unlimited budgets

Export Budgets to ERP: Export your final budget(s) from
ClearGov in order to import directly into your accounting
system / ERP. NOTE: Depending on your ERP, your export file
may require formatting prior to import.

Export Format:Excel; .CSV file

ClearGov Personnel Budgeting - Product Scope
Once you have uploaded your position and personnel data, ClearGov Personnel Budgeting enables
Piqua team members to execute a variety of tasks, as outlined in the table below. ClearGov products are
designed to be easy to use and intuitive, and with the training we provide, you should have all the
expertise you need to fully leverage the platform.

Description

In Scope

Personnel Request Forms: Create forms for your contributors to
submit personnel requests.

Unlimited personnel request
forms

Personnel Data Import: Import personnel and position data
into your personnel plan.

Unlimited positions and
personnel

Personnel Scenario Planning: Input and adjust key rules and
assumptions to create and analyze personnel budget scenarios.

Unlimited scenario planning

ClearGov Capital Budgeting - Product Scope
Once your subscription is activated, ClearGov Capital Budgeting enables Piqua team members to
execute a variety of tasks, as outlined in the table below. ClearGov products are designed to be easy to

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 17 of 36

use and intuitive, and with the training we provide, you should have all the expertise you need to fully
leverage the platform.

Description

In Scope

Capital Request Forms: Create forms for your contributors to
submit capital requests.

Unlimited capital request forms

Capital Request Imports: Import existing capital requests to
your capital plan and/or present in your budget book.

Unlimited capital requests

Capital Scenario Planning: Input and adjust capital funding
assumptions to create and analyze capital budget scenarios.

Unlimited scenario planning

INVESTMENT
Our pricing model matches our products - simple, straightforward and built for local governments.

Setup Fee:
●

A one-time investment that covers setup, activation, data onboarding and initial training —
everything you need to get launched.

Solution Subscription:
●

A flat annual investment covers unlimited access and usage of your ClearGov solution and
includes unlimited support from your dedicated Client Success Manager.

That’s it. We don’t charge extra for seat licenses or updates or ongoing support or professional services
or anything else, so there are absolutely no hidden fees. See the table below for a complete breakdown
of what’s included.

Setup Service Fees (One time investment)
Setup Fee: Includes - Full activation and setup; Data
onboarding; Client training
Setup Discount: If signed by June 30, 2024
Total Setup Service Fees

$8,100
($4,050)
$4,050

Annual Subscription Service Fees (Annual investment)
ClearGov Operational Budgeting

$14,100

ClearGov Personnel Budgeting

$12,800

ClearGov Capital Budgeting

$10,400

Bundle Discount

($9,325)

Total Annual Subscription Service Fees

$27,975

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 18 of 36

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 19 of 36

IMPLEMENTATION PLAN
Overview
The ClearGov onboarding process is designed to activate and set up your ClearGov solution. We have
designed the process to be as straightforward as possible. Yes - there are some things you’ll have to do,
but the effort is likely to be much less than other software implementations you have experienced in
the past. With your specific goals and budget timeline in mind, your Implementation Manager will
develop a plan and guide you through what needs to be done to get you and your team up and
running. The Implementation Manager will work with you and ClearGov’s internal experts to achieve
onboarding milestones.

Roles & Responsibilities
Effectively and efficiently completing the onboarding process requires a small group of people - from
both ClearGov and Piqua - with specific roles and responsibilities, as follows. NOTE: For some customers,
one person may play multiple roles.

Piqua Team
●
●

●
●

Executive Sponsor: Champions the implementation and rollout of ClearGov inside Piqua.
Removes roadblocks and acts as the escalation point if the onboarding process stalls.
Primary Contact: Go-to person at Piqua who is the main liaison with ClearGov’s
Implementation Manager. Responsible for scheduling meetings and ensuring the right people
from the organization attend.
Data Exporter: The person responsible for exporting financial data from your ERP / Accounting
System and providing Account ID structure information.
Data Reviewer: The person responsible for reviewing and approving data maps and how your
data displays within the ClearGov platform.

ClearGov Team
●

●

Implementation Manager (IM): Overall Project Manager for onboarding. Responsible for
driving meetings as required and guiding you through the onboarding process. Ensures
alignment with what needs to be done and who needs to do it.
Sr. Data Advisor: ClearGov’s full-service Data Advisor team is made up of former local
government finance officials, so they have been in your shoes. Your Sr. Data Advisor is

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 20 of 36

●

●
●

●

responsible for uploading and categorizing your financial data. They will work closely with the
Data Reviewer to complete data mapping.
Training & Enablement Specialist: A ClearGov team member who is deeply familiar with
ClearGov products and has developed on-demand educational material available in ClearGov’s
Support Center. This person will lead training workshops as necessary for users.
Client Success Manager (CSM): Your Client Success Manager is responsible for making sure
you achieve your objectives and have ongoing success using the ClearGov platform.
ClearGov Support Team ([email protected]): Everyone on this team understands how
ClearGov products work and can answer questions to help you complete a task. The ClearGov
Support team is available for technical assistance for all ClearGov customers.
ClearGov Data Team ([email protected]): The ClearGov Data Team is responsible for adding
new or updating existing data after the initial onboarding is complete. NOTE: Most members of
our Data Team are former financial officials as well.

Data Onboarding Timeline
We have successfully onboarded over a thousand customers, so we know that different organizations
have different objectives and deadlines. Some of our customers want/need to implement as quickly as
possible and make ClearGov their #1 priority. Other customers take a more relaxed approach and fit
ClearGov in among other projects. As a result, the onboarding process typically stretches across 60 - 90
days, which allows enough time for us to collaborate and complete the important tasks mentioned in
the next section.

Typical Onboarding Timeline

IMPORTANT - Meeting Your Deadline: We are happy to work at whatever pace fits your needs, and we
recognize that in certain circumstances, you may require an expedited onboarding process. If you have
a specific deadline in mind, please inform your Solutions Advisor or Implementation Manager as soon
as possible. We will do our best to meet your deadline (we don’t miss many of them), and we’ll let you
know exactly what we need from you - and when - in order to hit your objective.

Data Onboarding Phases & Tasks
The onboarding process has six phases, as outlined below. Some of these phases overlap and can occur
concurrently to reduce the duration of onboarding. Furthermore, once your product subscriptions are
activated you are able to use the product(s) immediately to complete various setup & configuration
tasks while your general ledger data is being uploaded and mapped.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 21 of 36

Phase 1: Discover
The Discover phase is the initial period when you and ClearGov develop a shared understanding of your
goals, specific data requirements & structure, budget cycle timeline, and onboarding plan. Depending
upon schedules and availability, the Discover phase - in conjunction with the Prepare phase - usually
lasts 2 to 4 weeks, starting when you sign the ClearGov service order and your Solutions Advisor
connects you with your Implementation Manager.
The key objectives during the Discover phase include:
● Share Goals: During the Kickoff call, your Implementation Manager will review and verify the
goals you discussed with the Solutions Advisor during the sales process.
● Confirm Key Milestones & Dates: This information will be used as input to the onboarding
project plan and to ensure that everyone has common expectations.
● Define Launch Requirements: The Implementation Manager will guide you through exactly
what needs to be completed prior to launching ClearGov applications.

Task

Responsibility

Notes

Product subscription
activation

ClearGov

ClearGov will activate your subscription in accordance with
the Start Date listed in your Service Order. ClearGov will
create your Client Admin user, who can then access the
platform and add additional (unlimited) users as necessary.

Kickoff & Data
Discovery calls

ClearGov &
Client

The IM will schedule two separate 30 - 60 minute Zoom
sessions with your team.
The first call is to discuss key objectives and the timeline for
onboarding. Your Primary Contact along with anyone else
who would like to be involved should attend this meeting.
The second is with a ClearGov Sr. Data Advisor to
understand your financial data and collect information for
categorizing that data. Your Primary Contact, Data
Exporter, and Data Reviewer should attend this meeting.

Complete
Implementation
Worksheet

ClearGov &
Client

The IM will share a worksheet with a few questions to help
us better understand your specific needs and timeline.

Assemble teams and
resources

ClearGov &
Client

Identify and assemble the necessary individuals - on both
teams - to participate in onboarding.

Create project plan
with timeline

ClearGov

The IM will develop the timeline and project plans and will
review these with your Primary Contact.

Phase 2: Prepare
The Prepare phase focuses mainly on helping ClearGov understand how you categorize your financial
data and what changes may be necessary in order to display data the way you prefer within the
ClearGov platform. During the Prepare phase, we will ask you to export financial data from your ERP or
accounting system and provide information on your account code structure.

Task
Data Onboarding
learning path

Responsibility

Notes

Client

We will share material to help you understand the ClearGov
data onboarding requirements, as well as how certain
choices will affect how your data can be displayed within
the ClearGov platform.

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

Page 22 of 36

Scope data
implementation

ClearGov

We will ask you to verify how many years of historical data
you wish to include in the platform along with which
budget and actual versions you want to onboard.

Export Financial
Data

Client

We will ask you to export financial data from your ERP /
accounting system, and we will provide data format
requirements.

Provide mapping
information

Client

We will ask you to provide guidance about how to
categorize line items based on the structure of your
Account IDs, i.e. help us understand your Account ID
segment codes.

Review and clarify
data

ClearGov

ClearGov will review your data files let you know if we have
clarifying questions.

Phase 3: Map & Review
ClearGov offers a full-service data onboarding process that includes formatting, uploading, and
mapping your financial (i.e. general ledger revenue and expense) data. This is the most important step
of the onboarding process because that data is what enables the full use of our budgeting applications.
The Sr. Data Advisor will complete the onboarding work while relying on you to provide a complete set
of data files and your feedback along the way. We will need you to attend a few calls, review the
mapping and provide timely feedback. It is our goal to make sure your financial data is presented
through the ClearGov applications in the way you want.

Task

Responsibility

Notes

Upload and map
financial data

ClearGov

ClearGov full-service data onboarding includes
formatting and uploading your financial (revenue and
expense) data and mapping each line item into categories
such as fund, department, revenue source, objects, etc.

Review initial
mapping

ClearGov &
Client

We will review your initial mapping in a Mapping Review
call and develop a strategy for you to provide feedback.

Provide feedback
and iterate initial
mapping

ClearGov &
Client

If necessary, we will create a mapping feedback form for
you to fill out and return to us. We will make mapping
revisions based on your feedback.

Review mapping
in-product

ClearGov &
Client

We will review how data flows into key product areas and
how you can change how your data looks using product
settings. If no initial mapping revisions are required, this
process can happen in the initial Mapping Review call.

Product-specific
settings

ClearGov &
Client

During the in-product review, we will discuss how specific
product settings can impact the presentation of your data,
e.g. Digital Budget Book best practices for creating
department pages with a consistent look.

Phase 4: Train & Configure
Administrators can begin learning how to use ClearGov as well as configure application settings while
your data is being mapped. We have developed comprehensive courses that provide you with
step-by-step instructions on how to configure ClearGov. Your IM will recommend a custom learning
path based on the products you have purchased.

Task

Responsibility

Notes

Administrators &
editors begin
learning path and

ClearGov &
Client

Your IM will recommend and enroll you in ClearGov
Academy courses to help you meet your goals. Courses are
broken down into a variety of product-specific educational

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explore help
resources

Admin & Editor
Workshops

elements (e.g. videos, articles, quizzes) for easy
consumption. Login to ClearGov Academy and begin your
learning path, and log in to ClearGov and explore our
Support Center resources.
ClearGov &
Client

Configure
applications

Client

Schedule and complete product workshops, as required.
(See note below for additional details.) This is custom,
instructor led training, so please come prepared with
specific workflow questions.
Complete configurations in selected applications, including
adding non-general ledger data, e.g. capital requests and
employee information. See below for an outline of
application-specific configurations that you can utilize to
customize your ClearGov experience.
Your IM will provide you with guidance and best practices
on how to utilize these configurations.

Add users to the
system

Client

In the User Management application, add all potential
users to the system. Adding all users here makes it easy to
select the appropriate people when it comes time to
request budget input and review from your team.

ClearGov Workshops Overview
ClearGov’s products are designed to be easy to use and our learning resources are robust. As a result,
you may not need a Workshop for all products. If you want one, here are our guidelines:
● ClearGov will provide a Workshop for each product in your subscription.
● ClearGov Workshops may be attended by both Administrators and Editors.
● ClearGov Workshops are designed to answer your specific questions about how to use
ClearGov’s solutions to meet your specific needs. Therefore, it is highly recommended that you
complete the ClearGov Academy courses prior to attending a ClearGov Workshop.
● All Workshops are recorded for your ongoing reference and team access.

Phase 5: Promote & Educate
ClearGov products are built to foster collaboration during the budget development process. So, we
want to make sure your entire team knows how to get the most from our platform.

Task

Responsibility

Notes

Introduce ClearGov
to colleagues

ClearGov &
Client

Department Heads
complete learning
paths

Client

Your IM will recommend ClearGov Academy courses for
your Department Heads and other users of ClearGov based
on the products included in your subscription. Your IM will
also recommend other resources available through our
learning center to ensure your Department Heads are set
up for success with ClearGov.

Department Head
Workshop

ClearGov &
Client

Schedule and complete product workshops, as required.
(See note above for additional details.) This is custom,
instructor led training, so please come prepared with
specific workflow questions.

Your IM will work with you to customize materials (email
messaging and supporting materials) to send to key
stakeholders in your organization.

Phase 6: Ready to Go
With your onboarding process complete, the Piqua team will be well-prepared to build and present
your budget. At this point, your Implementation Manager will introduce your ClearGov Client Success
Team, including your Client Success Manager, who will provide ongoing support.

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Task

Responsibility

Notes

Client Success
Manager assigned

ClearGov

ClearGov will assign a dedicated Client Success Manager
(CSM). Your CSM will become your primary point of contact
to provide coaching, share best practices, and ensure
continued success with your ClearGov platform.

Post-Onboarding
Review call

ClearGov &
Client

Your IM will coordinate a call with your new CSM and your
Primary Contact to do a final review of any outstanding
onboarding tasks as well as to gather your feedback to
highlight if any part of the process could have been
executed better.

Communicate
Support & Data
Request process

ClearGov

Your IM will provide instructions on how to contact our
Support Team if you have questions or run into a technical
issue as well as instructions on how to submit data uploads
or modification requests to the Data Team.

Application-Specific Configuration
Below is a summary of the key elements that can be configured by the Client for each applicable
ClearGov product. Product configuration is your opportunity to customize the ClearGov application to
your specific needs and preferences. We have done our best to make each process as intuitive as
possible, and we’ll be there to show you how, if you have questions.

Capital Budgeting
●
●
●

Capital Request Forms: You can customize the existing ClearGov capital request templates
and/or create your own.
Scorecard Settings: You can modify the default Capital Budgeting scorecard settings to help
you prioritize capital projects.
Contributors: Assign individual users to the Capital Budgeting product to enable them to
submit Capital Requests.

Personnel Budgeting
●

●
●

Data Model Manager: To create an accurate personnel budget, you will need to enter key data
into the Personnel Budgeting Data Model. NOTE: This is different from the financial data that
ClearGov will onboard and map for you. The recommended configuration process includes:
○ Units: Add Units to group your employees. Units are often affiliated with a union or
collective bargaining unit.
○ Wage Schedules: Establish Wage Schedules to account for all job types, unit affiliation,
salaries, etc.
○ Additional Pay & Benefits: Add Additional Pay and Benefits details, such as healthcare,
overtime, etc. for each job type.
Employees: Once the Data Model has been configured, you can import specific employee
information - both for existing employees and planned hires.
Contributors: Assign individual users to the Personnel Budgeting product to enable them to
submit Personnel Requests.

Operational Budgeting
●
●

Contributors: Assign budget categories and line items to applicable department heads to
kick-off your annual budget request process.
Reviewers: Assign and give review access to key stakeholders, i.e. board members, finance
committee, etc.

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Data Requirements
ClearGov’s Onboarding process is focused on getting your most complex data up and running on the
ClearGov platform. In a nutshell, this means your financial (i.e. general ledger revenue and expense)
data - both current and historical information. This data should be readily exportable from any
accounting/ERP system. We have partnered with a few vendors to include an “Export to ClearGov”
button in their solutions and for some others we can provide detailed export instructions. Your IM will
let you know what is available based on the accounting/ERP system you use. Your IM will also provide
you with a more detailed document explaining data requirements. The highlights are outlined below.

Data Onboarding Requirements by Product
Product
Operational Budgeting
Personnel Budgeting
Capital Budgeting
Digital Budget Book
ClearPlans*
Transparency

Chart of
Accounts

Revenue & Expenditure Data

✅
✅
✅
✅
✅
✅

Actual

✅

Budgeted

Checkbook
Detail

✅

N/A

N/A

N/A

N/A

N/A

N/A

N/A

✅
✅
✅

✅
✅
✅

N/A
N/A

✅

*NOTE: For ClearPlans, Data Onboarding is only required if you intend to allocate budget categories to
specific objectives within your plan.

Data Onboarding Detail
Actual Revenues & Expenditures
● The majority of clients sent us 4 to 6 years, however, there is no limit
● By providing more years, trend charts will be more robust
● Current FY budget data is used as the basis to create the next FY budget.
Budgeted Revenue & Expenditures
● Current and upcoming
● Past years to display budget-to-actuals (optional)
Check Level Detail (ClearGov Transparency Only, Optional)
● If you wish to use the Open Checkbook feature in ClearGov Transparency
● Your data must include check-level detail for the most recent fiscal year with as much historical
data as you prefer
Line Item Detail File(s)
● Line-item level revenue and expense data. Depending on which accounting system you use, all
years may be exported in one file or there may be a file created for each year.
● Each line item should include full account number, account description, fund and dollar
amount. We will also need to know the associated fiscal year and if the line item is tied to
revenue or expense.
● Depending upon which accounting system you’re using, this is often referred to as the Trial
Balance Report; Account Inquiry Report; or Budget-to-Actual Report.
Account Number Key
● This is simply an explanation of your account number structure.

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●
●

An account number is made up of segments and for each segment we need to know its
purpose (i.e. whether it refers to a fund, a department, an object, etc.).
Most accounting systems enable you to run a report to generate this information. It’s often
called a Segment Report or Chart of Accounts. If yours does not, just let us know. The ClearGov
data team has successfully uploaded data for hundreds of clients and will work with you to
determine the best options.

How much data should we provide?
In short, it depends on which product(s) you plan to use:
● Operational Budgeting: Should provide budgeted data for the current fiscal year and any
historical budgeted/actual data you would like to be able to view/compare when you are
building your next budget. NOTE: The Forecasting module uses historical data to build
forecasts, so the more historical data you provide, the better your forecasts will be.
● Digital Budget Book: Should provide budgeted and actual data for any fiscal year that you
wish to present in your digital budget, typically 3-5 years.
● ClearPlans: If you intend to allocate budget to specific objectives, you should provide budgeted
data for the fiscal year that you wish to present in your applicable plan.
● Transparency: Provide any budgeted and actual data for fiscal years that you wish to present
within your Transparency profile. Generally, we recommend presenting at least 4 years of data
to be able to show trend analysis over time, but we can upload as many years as you provide.

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TRAINING & SUPPORT
ClearGov solutions are designed to be intuitive and easy-to-use. With that said, ClearGov’s training
materials and support channels are designed to ensure that you and your team can successfully
launch, adopt and optimize the value you receive from the ClearGov platform. We will share how to
accomplish tasks, key insights and best practices.

Training
For starters, we have developed comprehensive courses that provide you with step-by-step instructions
on how to configure and use ClearGov. Your Implementation Manager (IM) will recommend and enroll
you and your team in ClearGov Academy courses to help meet your goals. Courses are broken down
into a variety of product-specific educational elements (e.g. videos, articles, quizzes) for easy
consumption.

ClearGov Workshops
In addition, instructor led training is available in workshop format. ClearGov Workshops are designed to
answer your specific questions about how to use ClearGov’s solutions to meet your specific needs.
Therefore, it is highly recommended that Workshop Attendees complete the ClearGov Academy
courses prior to attending a ClearGov Workshop. ClearGov will provide a remotely-delivered Workshop
for each product in your subscription. ClearGov Workshops may be attended by both Administrators/
Editors and Department Heads/Contributors. All Workshops are recorded for future reference and to
train new hires.

Support Center
All ClearGov users have access to a frequently updated online Support Center filled with hundreds of
how-to articles, video tutorials and information sheets. The ClearGov Support Center is easy to navigate
and has a robust search engine to quickly find help on a specific topic.

Client Success Manager
When the onboarding process is complete, the IM will introduce you to your Client Success Manager
(CSM). Your CSM is available by phone and email and will work with you to get the most out of
ClearGov’s platform. CSMs are generally available 9:00AM to 5:00PM, Monday through Friday (excluding
holidays). Your CSM will inform you of their specific availability. Our CSMs are committed to responding
to all inquiries within one business day, and in most cases, you will receive a same-day response.

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ClearGov Support & Data Team
For questions on how to use ClearGov or to report a technical issue, you will be able to reach a Support
Specialist via [email protected] during business hours (Monday through Friday, 8:00AM to 8:00PM
Eastern). Our Support Team is committed to responding to all inquiries within one business day, and in
most cases, you will receive a same-day response.
For data updates, we ask that you send data files along with detailed instructions on what you’d like us
to update to [email protected]. Our standard lead time to complete an update is five business days.
However, if you need an update completed sooner to meet a deadline, just let us know. Straightforward
uploads or changes often are completed within one or two business days.

Product Enhancement Requests
We absolutely love hearing from our Customers - especially when they have ideas that would make our
products better. In fact, we meet weekly to go over all the feedback we’ve received to provide key input
to our product roadmap. Many of the applications and features in ClearGov’s solution are the direct
result of client feedback. When you have a request for a product enhancement, please submit your
idea(s) to [email protected] or inform your CSM and they will bring it up at our weekly meeting.
We prioritize product enhancements primarily based on the number of clients who are requesting
similar functionality, so we can’t guarantee that your ideas will go to the top of the list, but we promise
that we’ll always listen, and we work hard to make 100% of our customers happy.

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TECHNICAL & SECURITY OVERVIEW
ClearGov Hosting Platform
The ClearGov platform is hosted by Amazon Web Services (AWS), the world leader in cloud computing
as a service. Used by the Departments of Justice, Defense, and Homeland Security, AWS is one of only
three vendors that have been granted government authorization to store highly sensitive federal data
on its cloud-computing servers.
AWS handles systems, network architecture, and security, enabling ClearGov to focus on what it does
best — developing world-class solutions for local governments. With ISO 27001 and FISMA-certified
data centers, AWS has made platform security its highest priority in order to protect customers’ critical
information and applications.
Another key​advantage of hosting on the AWS cloud is that it allows ClearGov to easily scale and
innovate, while maintaining all security protections across the entire infrastructure.

How secure is ClearGov?
Hosting with AWS ensures that ClearGov maintains the highest security standards in the world:
● Web application firewalls control access to the underlying code
● AWS has built technologies to protect against distributed denial of service (DDoS) attacks to
ensure network availability and application uptime.
● AWS’s SQL Server RDS uses server-side encryption to protect sensitive data.
In addition to AWS’s secure hosting environment, ClearGov has implemented a number of extra
software security features:
● Secure Socket Layer (SSL): SSL establishes an encrypted link between AWS servers and the
web browser to ensure that all data transfers remain private and integral.
● SQL Injection Protection: ClearGov has built protection against SQL injection attacks where
hackers attempt to insert nefarious server requests into web forms.
● Access Rights: ClearGov has implemented strict permission settings based on roles, which limit
access to specific data and application functions. This ensures that internal users are restricted
from accessing sensitive data based on privileges assigned by your administrator.
● Password Authentication: ClearGov does not store passwords explicitly, but rather “hashes”
(encrypts) them so they are not compromised.
● Single Sign On (SSO): ClearGov offers Single Sign On capabilities as an optional authentication
method. The system is integrated with a leading authentication aggregator which provides
integration with the majority of authentication providers.
● Logging and Monitoring: ClearGov employs monitoring features that quickly identify
vulnerabilities and provide immediate alerts if action is required.

Where are ClearGov data centers located?
AWS replicates the ClearGov application and data across multiple geographically dispersed data
centers to ensure redundancy and availability.

What sort of disaster recovery plan is in place?
One of the reasons we selected AWS is because they provide state-of-the-art disaster recovery. ClearGov
databases are duplicated in real-time across multiple AWS servers, and the entire ClearGov platform is
backed up daily across the AWS network. So, even in the event of a catastrophic system failure, 24 hours
of data loss would be the maximum impact.

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Is the ClearGov platform designed to scale to meet demand bursts?
Yes. One of the key factors behind selecting AWS as our hosting provider is their ability to scale rapidly.
AWS has automated solutions in place that automatically scale ClearGov’s platform for normal peaks
and valleys in demand, and can be rapidly (and remotely) scaled to meet sustained demand increases.

Does ClearGov leverage AWS Virtual Private Cloud features?
Yes. ClearGov utilizes the AWS Virtual Private Cloud functionality so that our platform is hosted on a
logically isolated section of the AWS Cloud and not commingled with any third-party applications.

How do I learn more about ClearGov’s hosting solution?
You can learn more about AWS data centers and security measures via the following link:
● https://aws.amazon.com/security/?hp=tile

Security FAQs
How is client data stored within the ClearGov platform?
All client data is stored in a single data repository with proper authentication and access control built
into the system to ensure that users may only access the data applicable to their organization.

Is the ClearGov platform SOC 2 compliant?
Our hosting provider, AWS, is fully compliant with SOC 2 requirements, and ClearGov can provide a
copy of the most recent AWS SOC 2 compliance/audit report upon request.

How often is the ClearGov platform reviewed for adherence to security
standards?
ClearGov performs quarterly security reviews to ensure that processes are being followed and standards
are being met.

How frequently is the ClearGov platform monitored?
The ClearGov platform is monitored continuously - 24 x 7 - for performance, security and auditing.

Does ClearGov Support SSO?
ClearGov is integrated with a leading authentication aggregator which provides integration with the
majority of authentication providers such as OpenID Connect and SAM. Examples of SSO providers
using these protocols include Microsoft Azure, OneLogin, and Okta.

Service Level FAQs
What level of service availability does ClearGov support?
All ClearGov solutions are available on a 24/7 basis, and ClearGov is committed to 99.9% uptime. Given
that we are a cloud-based solution product patches and upgrades are completed in real-time, without
impact to system performance. On occasion, as necessary, larger upgrades that may require planned
system downtime are announced in advance and completed over the weekend and/or after working
hours.

What is your standard practice for security patch management?
ClearGov conducts ongoing audits of third-party packages for vulnerabilities. Patches for critical
vulnerabilities are released as soon as possible, otherwise, patches are released as part of regular
bi-weekly software releases.

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How often does ClearGov schedule planned outages for system upgrades?
The ClearGov platform and applications are architected so that the system does not require downtime
during regular maintenance, product upgrades, or emergency patches. On occasion, as necessary,
larger upgrades that may require planned system downtime are announced in advance and completed
over the weekend and/or after working hours.

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FAQs
General Questions
Q: Do we need to dedicate resources for ClearGov implementation?
●

A: Ideally, we would like to have one point person on your end with whom we can coordinate
logistics. We generally require no more than a few hours of that person’s time for the entire
setup/onboarding process. Typically, that same person is responsible for delivering regular data
updates (usually quarterly) , which requires only a few minutes of their time once per quarter.
(See Project Management section for more details.)

Q: Does ClearGov provide training?
●

A: The ClearGov platform is designed to be simple and intuitive. With that said, ClearGov will
provide whatever training you and your team need during the kick-off process. And, the
ClearGov team is available for unlimited support and/or training on an ongoing basis. ClearGov
also provides video tutorials, online help, and other support materials as well. (See Training and
Support section for more details.)

Q: How much effort is required to import our data?
●

A: In short, not much. All ClearGov Solutions are designed to be turnkey and ClearGov does all of
the heavy lifting for you. See Onboarding section above for more details.

Q: Can ClearGov help us communicate our finances internally?
●

A: Absolutely. ClearGov is a powerful tool for not only communicating with residents, but also
internal stakeholders. ClearGov can act as a central reporting platform that offers clear and
easy-to-understand infographics that can be used for presentations and reports both internally
and externally.

Q: How will ClearGov store our data? Is it secure?
●

A: ClearGov utilizes a full suite of solutions from Amazon Web Services (AWS) to host and deliver
the data for the ClearGov platform. We specifically selected AWS as our solutions provider
because the AWS infrastructure puts strong safeguards in place to help secure and protect
customer data. All data is stored in highly secure AWS data centers, and you can learn more
about AWS security measures via the following link: https://aws.amazon.com/security/?hp=tile.
See Security Overview section above for more details.

Q. Are there any accounting systems that are not compatible with ClearGov?
●

A: The short answer is "No" — we work with everybody. We're not actually doing a direct
integration with your accounting system; we just need a simple report, and every accounting
system we've ever met can easily produce that report. We've worked with enough of them now
that we can probably tell you which report to print, and if it's a new one, we'll help you figure
out which report is right.

Q: Does ClearGov provide a real-time integration with any eFinance or ERP
systems?
●

A: The short answer is…No...and this is by design. ClearGov takes a different approach when it
comes to integrating your data onto our platform. In short...we do the work for you. You simply
send us a report from your accounting system whenever you like, and we’ll upload it - and there
is never any additional charge for this.

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●

The reason we take this approach is that system integrations sound like a good idea on paper,
but in reality...they are painful, expensive and extremely difficult to maintain. The key problem is
that every time the software changes on either end of the integration, the connection breaks
and requires significant effort to re-integrate. In fact, that’s how our competitors make a lot of
their money, because they charge professional service fees every time you ask them to
re-establish the integration. Bottom line, the extra costs of supporting and maintaining a
real-time integrated solution far outweigh the minimal incremental benefits of real-time data
transfer.

Q: Does the ClearGov platform support single sign-on functionality?
●

A: Yes. ClearGov supports single sign-on functionality using Microsoft Azure Active Directory. We
are happy to support other single sign-on platforms/APIs as well. Please just let us know what
you need.

Operational Budgeting Questions
Q: With ClearGov's benchmarking intelligence module, how do we know we are
comparing “apples to apples”?
●

A: ClearGov consolidates and normalizes the fiscal data for all of the municipalities within your
state into a standardized national chart of accounts in order to enable a direct apples-to-apples
comparison. ClearGov also enables you to select the filter criteria that are most important to the
comparison you're trying to make. For example, if you're comparing snow removal costs, you
want towns with similar road miles, whereas if you're comparing public safety costs, you'll likely
use population and average household income as your filters.

Q: Can I export from ClearGov Operational Budgeting into my ERP system?
●

A: Yes, once you’ve created your budget, you can choose any combination of data to export to
Excel and then import this directly into your ERP system.

Capital Budgeting Questions
Q: Are requests from the prior year carried over when you create a new budget?
●

A: Yes, previously submitted requests (multi-year, partially funded or unfunded) from the prior
year will be carried over to the new capital planning process. Any prior year requests that you do
not want to include can be removed from the plan after you’ve started.

Q: Can we import prior year’s requests?
●

A: Yes, it is easy to import prior year's requests. Within ClearGov Capital Budgeting, you can
download a template based on your request type. You simply add your requests to the template
and upload them to ClearGov. Our Import tool has an easy 3-step guide to walk you through the
process.

Q: Can we export the final Capital Budget that we create?
●

A: Yes, you can export your Capital Budget to Excel or PDF. ClearGov’s Capital Budgeting Report
Builder serves up a handful of pre-built, common reports to streamline your reporting process,
or you can create your own reports to export. Exported data can be uploaded to your ERP or
accounting system.

Personnel Budgeting Questions
Q: We have a lot of employees, can we upload their data in bulk?
●

A: Yes, it is easy to bulk import employees into our system. ClearGov generates a template that
you can download and use to set up a simple bulk import of employees and information.

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Q: Can we export the final Personnel Budget that we create?
●

●

A: Yes, once you’ve created your budget, you can choose any combination of data to export to
Excel and then import this directly into your ERP/Accounting system.
1. ClearGov dynamically searches for the closest ten municipalities that meet population,
median home values and commercial assessment deviations. The figures from these
municipalities are combined to create a peer average.
NOTE: As a ClearGov Transparency customer, you will have the opportunity to create and
publish your own custom peer groups, based on whatever criteria is most important to you.

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“I’ve enjoyed working with ClearGov. I really am
impressed with how the products have been built.
It’s amazing that they know very well what we
need. Not many do.”
Will Fuentes, CPFO, MBA
Finance Director

Campbell, CA

ClearGov, Inc. | 855-553-2715 | www.cleargov.com

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