Netfile-2021-16 ,�,CU;,II l — /b
2707-A AuroraCt SERVICE AGREEMENT
NetFile Mariposa,CA 95338
Phone (209)742-4100
USER NAME USER NAME-BILL TO
City of Grand Terrace SAME
ADDRESS ADDRESS
22795 Barton Road
CITY I STATE nP Cm STATE III
Grand Terrace CA 92313
• PRIMARYCONTACT PHONE APCONTAR PO#
Debra L. Thomas, CIVIC (909) 824-6621
EMNL FAX APEMAIL AP PHONE N
dthomas@grandterrace-ca.gov
System Cost per
System
Form 700 E-Filing&Admin System(hosted)and
Campaign E-Filing&Admin System (hosted)
Total for both Systems $3,200/year ongoing after that
Start Date: immediately Cost above is guarantee for up to 5 years
Features of NetFile Systems
-Hosted platform provided by NetFile -Kiosk mode to view unredacted filings in User's office
-24/7/365 access for filers and public to use -Unlimited support and training to User
-Admin application to manage filers and filings -E-mail based support to filers
-Filer application for filers to create and file filings -Includes Ethics&Sexual Harassment Training Tracking
-Public viewing portal -NetFile pays for initial FPPC Paperless application fee.
USER AGREES TO PAY NETFILE FOR SERVICES IDENTIFIED IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THIS AGREEMENT.
AGREEMENT TERM IS STARTING ON THE DATE IDENTIFIED ABOVE.YOU ACKNOWLEDGE RECEIPT AND AGREE TO THE TERMS AND C0NDIT10NSOF THIS
AG R E E M E N T AND ACKNOWLEDGE THAT THE AGREEMENT IS NOT BINDING ON NETFILE UNTIL SIGNED BY BOTH PARTIES.
COMPANY
City of Grand Terrace NetFile,Inc.
A ORIZED NATURE AUTHORIZED SIGNATURE
• PRINTINAME PRIM NAME
Debra L. Thomas Tom Diebert
TITLE TITLE
City Clerk Vice President&COO
DATE DATE
05/14/2021 4/29/2021
Service Agreement Terms and Conditions
1.This Agreement provides to User a hosted electronic filing and administration system developed and maintained by NetFile.The system permits filers authorized by User to electronically file
their respective FPPC forms.The FPPC forms that are electronically filed are dependent upon which system(s)that User agrees to pay for. If the User agrees to pay for the Form 700 E-Filing and
Administration System,their filers will be able to create and electronically file FPPC Form 700 statements. If the User agrees to pay for the Campaign E-Filing and Administration System,their
filers will be able to create and electronically file their Campaign Statements. Both systems are covered by NetFile's unlimited support and training policy. All NetFile systems come with a public
viewing portal that automatically displays filings online in redacted form.The Form 700 E-filing system meets the requirements of AB 2062 for paperless filing in CA.The Campaign E-Filing system
meets the requirements of AB2452 for paperless filing in CA. Both systems allow for paper filed documents to be stored as an unredacted document and uploaded(when redacted by User)to view
on the public portal. NetFile pays for User's FPPC application fees.
2.It is the responsibility of NetFile to securely store User data and maintain backups using industry best practices. All data created by User or Users filers is the property of the User.All
applications and their source code are the property of NetFile. It is the responsibility of NetFile to provide secure and safe system access for both User and the User's filers using industry best
practices. NetFile's systems are guaranteed to have 99%uptime.Any planned maintenance of NetFile systems will be communicated at least a week in advance of the maintenance
occurring.
3.NetFile warrants and represents that it is the owner of or has acquired the rights to use(including derivative rights)the software,technology or otherwise that is required to provide all related
materials and services set forth in this Service Agreement,without violating any rights of any third party,and there is currently no actual or threatened suit by any such third party based on an
alleged violation of such third-party rights by NetFile.
4. NetFile further warrants that(i)the NetFile servers will be free of any Harmful Code(as defined below),and(ii)NetFile will not interfere with or disrupt User or the User's filers use of the
System.The term"Harmful Code'means any software code with the ability to damage,interfere with,or adversely affect computer programs,data files,or hardware without the consent or
intent of the computer user. This definition includes,but is not limited to,self-replacing and self-propagating programming instructions commonly called"viruses,""Trojan horses"and
"worms."NetFile agrees to implement reasonable procedures adequate to prevent any software,link or code provided to User hereunder from being contaminated with Harmful Code. If
NetFile learns of or suspects the existence of any Harmful Code,NetFile will immediately notify User and make every effort to remove the Harmful Code.
S. NetFile shall not discriminate on the basis of race,gender,religion,national origin,ethnicity,sexual orientation,age or disability in the solicitation,selection,hiring,or treatment of
subcontractors,vendors or suppliers. NetFile shall provide equal opportunity for subcontractors to participate in subcontracting opportunities. NetFile understands and agrees that violation of
this clause shall be considered a material breach of the Service Agreement and may result in Service Agreement termination.
6. Subject to the limitations set forth in Section 7 below,NetFile agrees to indemnify,protect,defend,and hold harmless the User,and its employees and filers from and against any claim,
injury,liability,loss,cost,and/or expense or damage,including all costs and reasonable attorney's fees in providing a defense to any claim,arising from NetFile's negligent,reckless or wrongful
acts,errors,or omissions with respect to or in any way connected with the performance of the Services by NetFile,its agents,subcontractors and/or assigns under this Service Agreement.
7. The maximum liability to the User by NetFile and its licensors,if any,under this Service Agreement,or arising out of any claim by the User related to NetFile's services,products,equipment or
software for direct damages,whether in contract,tort or otherwise,shall be limited to the total amount of fees received during the last 12 months by NetFile from the User hereunder up to the
time the cause of action giving rise to such liability occurred. In no event shall NetFile or its licensors be liable to the User for any indirect,incidental,consequential,or special damages related to
the use of NetFile's services,products,equipment or software or NetFile's failure to perform its obligations under this agreement,even if advised of the possibility of such damages,regardless of
whether NetFile or its licensors are negligent. Provided,however,that for any peril or exposure insured against under the insurance required,the limits of liability to the User by NetFile shall not
be less than the amount of applicable,valid,and collectible insurance set forth in this Agreement.
8. During the term of this Service Agreement,NetFile shall purchase and maintain in full force and effect,at no cost to User insurance policies with respect to employees assigned to the
performance of services under this Service Agreement with coverage amounts as follows: Commercial General Liability Insurance of$2,000,000 each occurrence,$4,000,000 general aggregate,
$1,000,000 personal injury;Workers'Compensation Insurance of($1,000,000)policy limit Illness/Injury by disease,and($1,000,000)for each Accident/Bodily Injury.
9. NetFile and its employees,agents and representatives will not,without the prior written consent of User in each instance,use in advertising,publicity or otherwise the name of User or any
affiliate of User,or any officer or employee of User,nor any trade name,trademark,trade device,service mark,symbol or any abbreviation,agreement or simulation thereof owned by User or
its affiliates,nor represent,directly or indirectly,that any product or service provided by NetFile has been approved or endorsed by User,nor refer to the existence of this Service Agreement in
press releases,advertising or materials distributed to prospective customers.Notwithstanding the foregoing,NetFile may acknowledge,when asked,that the User is a NetFile client.
10. Either User or NetFile may terminate this Service Agreement without cause by giving the other Party written notice("Notice of Termination")which clearly expresses that Party's intent to
terminate the Agreement.Notice of Termination shall become effective no less than thirty(30)calendar days after a Party receives such notice.After either Party terminates the Agreement,
NetFile shall discontinue further services as of the effective date of termination,and User shall pay NetFile for all Services satisfactorily performed up to such date. Upon termination,NetFile will
provide a copy of all data created by User within 10 working days of effective termination date.
11. User accepts any and all liability resulting from the placement of documents scanned by the User that are made available on the Internet for public viewing through the services of NetFile.
In no event does NetFile accept liability created by any document scanned into the system by the User.
12. Except as otherwise indicated herein,this Agreement will commence on the start date and remain in effect throughout the Term as stated on the signature page. Upon expiration,this
Agreement will automatically renew on a quarterly or annual basis unless User provides NetFile with written notice of its intent to cancel.Any extension will be billed in the same manner as set
forth herein.
13.This Agreement shall be governed in accordance with the laws of the State of California,and the Parties submit to the jurisdiction of said state.This Agreement contains the entire
agreement and understanding of the parties with respect to Service,Maintenance and Support.There are no representations,inducements,promises or agreements,oral or otherwise,not
embodied herein or also embodied in any attached agreement.Any and all prior discussions,negotiations,commitments and understandings relatingto Service,Maintenance or Support are
merged herein.
JI'L,,rFile FORM 700 DEPARTMENT AND FILER UPLOAD TEMPLATES
Form 700 Department and Filer Upload Templates
Please read and follow the information presented below before you enter information on the
Department and Filer upload templates.
General Information
NETFILE CONTACT
Dana Marcell - (209) 742-4100 or marcett@netfile.com
DUPLICATE FILERS
Each filer should be listed on the Filer Upload Spreadsheet only once. Do not duplicate filers!
This causes the system to create multiple accounts for the same person. If a filer has multiple
positions, all the positions must be listed in the same row. See "Multiple Departments,
Positions, Filer Categories" on page 4 for information about including multiple departments,
positions and Filer Categories.
SPREADSHEET HEADINGS AND COLUMNS
Please do not change the heading text for any column. Also, do not move or delete any
columns from the spreadsheets even if you do not enter data into a column. Changing a
column heading, moving or deleting a column will cause the upload to fail.
TEXT CASE
If you enter your data in all caps then your data will appear in our system as all caps. Please
enter the data in upper/lower case if that is how you want your data to appear in our system.
MODIFIED: Februry 4, 2020 PAGE - 1
i= r:File FORM 700 DEPARTMENT AND FILER UPLOAD TEMPLATES
ifs
Filer Upload Spreadsheet
REQUIRED INFORMATION
The following columns must contain filer information:
• Department
• Departments cannot have a comma in their name. This causes the upload to fail.
• Commissions, Fire Districts, Water Districts etc. are considered by our system to
be Departments. If you are entering Filers attached to entities such as those,
please also enter on the Department spreadsheet.
• If a department is listed on the filer spreadsheet then the department needs to
be listed on the department spreadsheet (only one entry per department on the
department spreadsheet). Please make sure that the name of the department on
the department spreadsheet is EXACTLY the same as on the filer spreadsheet.
For example, "Health and Safety" is not the same department in the system as
"Health Et Safety".
• See "Multiple Departments, Positions, Filer Categories" on page 4 for information
about adding more than one department for a filer.
• Position - Each filer must have a position. See "Multiple Departments, Positions, Filer
Categories" on page 4 for information about adding more than one position for a filer.
• FirstName - Each filer must have a first name.
• MiddleName - A middle name or initial is optional.
• LastName - Each filer must have a last name.
• Prefix - A prefix is optional (e.g., Dr., Mr.)
• Suffix - A suffix is optional unless your have father/son with the same name, then
enter Jr. or Sr. as appropriate to distinguish between the two.
• Filer Type - Select a filer type for each filer:
• _700 - This is a non-87200 (or 87300) filer. These individuals must file the Form
700.
• _87200 - These individuals are covered by the state's 87200 (or 87300) section of
government code, not your agencies conflict of interest code.
• GeneralFiler - If you are using either, or both, of our Ethics Training Tracking or
Sexual Harassment Training Tracking systems, a GeneralFiler is an individual is not
required to file the Form 700, but does need to take Ethics and/or Sexual
Harassment training.
• WorkPhone - Each work phone number needs to be 10 digits (so include area code).
Do NOT enter extensions - this will cause the upload to fail. Using a general number
for all filers is fine. The filers can change the phone number on their Form 700.
FILER UPLOAD SPREADSHEET PAGE - 2
f File FORM 700 DEPARTMENT AND FILER UPLOAD TEMPLATES
• MailingAddress1 - This is the address that will appear on the Form 700 cover page
unless changed by the filer, so we encourage clients to use the business address. Do
not enter suite, floor, apartment, etc. numbers/letters on this line. Use the
MailingAddress2 instead.
• MailingAddress2 - Not required, but you may use this line to add suite, floor,
apartment, etc. numbers/letters.
• MailingCity - Enter the name of the city.
• MailingState - Enter two-characters state abbreviations (e.g., CA).
• MailingPostalCode - Enter the 5 digit postal code.
• Email - Each Form 700 filer must have a unique e-mail address. If you do not have an
e-mail address for an individual, you may use a bogus e-mail address that must
include our special domain of "@bogus.zzz". For example, a bogus e-mail address for
John Doe would be John.Doe@bogus.zzz. We can update the e-mail address in the
system at a later date.
• Filer Category - These are the disclosure categories assigned to each position as part
of your Conflict of Interest Code. If attaching multiple filer categories to a filer with
one position please enter them in the format 1,2,3 etc. (no spaces). For filers with
multiple positions, see "Multiple Departments. Positions, Filer Categories" on page 4.
Note: For 87200 or 87300 filers who are not covered by your agency's conflict of interest code, you
may use a Filer Category of "87200" or "State Law". State agencies may use "87300" or "State Law".
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
• Emp ID# - If your agency uses Employee IDS, enter the IDS if you want this information
to be included and displayed for each filer. This field is not required unless you
require an Employee ID.
• Assuming Office - This column is to indicate that the filer needs to be added with an
Assuming Office requirement. If that is true then enter the assuming date in this
column for that filer. If this is not true for the filer leave the field blank. This is
especially critical if the filer has an assuming office date in the last quarter of the
year. In this case the system will exclude the filer from the next annual requirement.
This is also true if we are uploading your filers in the first quarter of the year and the
filer(s) assumed in the first quarter.
• Alternate Name - The alternate name for the position. This field is not required.
• Position Number - If your agency uses position numbers, enter the position number.
This field is not required.
• Is Ethics Filer - Select No, unless your agency is using our Ethics Training Tracking
system. Contact Dana Marcell at (209) 742-4100 for further information.
• Last Ethics Filing Date - Enter the last Ethics Training date only if your agency is
using our Ethics Training Tracking system. Contact Dana Marcell at (209) 742-4100 for
further information.
• Is Sexual Harassment Filer - Select No, unless your agency is using our Sexual
Harassment Training Tracking system. Contact Dana Marcell at (209) 742-4100 for
further information.
FILER UPLOAD SPREADSHEET PAGE - 3
rP=,r,Fde FORM 700 DEPARTMENT AND FILER UPLOAD TEMPLATES
• Last SH Filing Date - Enter the last Ethics Training date only if your agency is using
our Ethics Training Tracking system. Contact Dana Marcell at (209) 742-4100 for
further information.
• Columns AA and AB - Please do not delete the information in these columns. It is
required for the selection lists.
Note You don't have to use the selection list for every cell requiring you to make a selection. You can
copy/paste the option. For example, if your agency does not use the Ethics tracking system, select No
for the first filer in the Is Ethics Filer column, copy the cell and then paste to all other filer cells in the
Is Ethics Filer column.
MULTIPLE DEPARTMENTS, POSITIONS, FILER CATEGORIES
A filer can be attached to more than one department, position and Filer Categories. If you
need to attach multiple departments/positions/categories to a filer:
• List each department in the Department column using a tilde (-) between the
department names with no spaces between.
For example, Finance-Administration-City Manager.
• List each position in the Position column using a tilde (-) between the position names
with no spaces between.
For example, Finance Manager-interim City Clerk-City Manager.
• List each Filer Category, or set of Filer Categories, in the Filer Category column using
a tilde (-) between the category or category set with no spaces between.
For example, 1,2,3-1-1.
The examples above translate to:
• The filer holds the position of Finance Manager in the Finance department and this
position must file for Filer Categories 1, 2 and 3.
• The filer holds a second position of Interim City Clerk in the City Clerk department
and this position must file for Filer Category 1.
• The filer also holds a third position of City Manager in the City Manager department
and this position must file for Filer Category 1.
FILER UPLOAD SPREADSHEET PAGE - 4
California Political Treasurer's Association
1127-11''Street, Suite 210
Sacramento, CA 95814
January 1, 2020
Tom Diebert
Vice President&COO
NetFile, Inc.
2707-A Aurora Road
Mariposa,CA 95338
Dear Tom:
One of the goals of the California Political Treasurer's Association (CPTA) is to promote the
concept of paperless electronic filing for Campaign Disclosure statements in California at all levels.
As such,we would like to acknowledge NetFile, Inc. and their contributions over the years to the
local Agency filing community,specifically County and City Agencies in California.
Our members have worked with several of these Agencies and applaud NetFile's efforts in making
their Agency system work within the confines of Assembly Bill 2452 which allows local governments to
electronically file Campaign Statements in California in a true paperless fashion. We know the first ever
paperless filing in CA took place on January 22, 2013 through a CPTA treasurer filing to a NetFile Agency
system. Since then we have seen NetFile being adopted by several local government Agencies in CA today.
As such, we recommend that all local government Agencies in CA go to a paperless filing system
for their Campaign Disclosure filings. From the prospective of the CPTA, we recommend those Agencies
use NetFile as their preferred solution.
NetFile's background in Campaign Disclosure gives them the unique advantage of having expertise
nowhere else available for the local government filing community.The fact that NetFile accounts for over
70% of all filings made to the Secretary of State of CA gives them a distinctive advantage in Campaign
Disclosure expertise not found anywhere else. All of the treasurers agree that any filings made to local
governments that use the NetFile system, makes the process easy and results in the ultimate level of
transparency.
We applaud NetFile's efforts in promoting paperless electronic filing in CA and endorse them as
the solution of choice for California local government Agencies.
Sincerely,
Laura Ann Stephen
Vice President, Legislative Affairs
Paperless Filing 1 1
40
Campaign Disclosure : W,1200-0—
FP PC CAMPAIGN • ' CtFile
%wool
.000
NetHe's advantages.. E-FI LING & ADMIN SYSTEM
Campaign Statements Made Simple and Secure
• • Make your hard to track paper filing system obsolete with the
most experienced provider of Campaign Disclosure systems! NetFile
supports paperless as well as paper filed documents. Being hosted
online, the agency, filer, and public can access the system any time
day or night.NetFile is an extremely affordable solution for all sizes of
• local government agencies. Our system comes with around the clock
support that is 100%based in California - no need to worry about
foreign based programming or support.
• ' Fact: NetFile's support is based from the top down.
Fact: NetFile considers itself to be a support and service company.
' • Fact: NetFile DOES NOT make contributions to local candidate
controlled committees!
Electronic Filing
• First time filers can request free live software
• training from NetFile staff! Filers can input their
. . • data as they go or all at one time. Drafts can be
• generated at any time for review prior to filing. A
link from your website starts the filing process.
• The site is hosted by NetFile but looks just like
your site. NetFile servers ensure fast and efficient
• filings. The submitted filing is validated to stop
amendments from happening in the first place.
Online documentation available for the filer to
make filing easy!
• • Agency Management Tool
The system acts as your repository of filers and
. filings. Create the filers in the database just once.
Notifications can be sent out through the system to
• , filers.Track your filers and their deadlines through
our advanced filing status report. Includes several
_ industry exclusive tools to push information to
' ' staff regarding filers and their filings.
Campaign Disclosure INFO SHEET
Document Viewing Portal - Public Transparency Site
You can choose to have your filers' documents shown over the internet in redacted form with your own
redaction specifications. You can even narrow down which filers you would want to show.
ADVANCED PUBLIC SEARCH INCLUDED! This means you can search for elements across all your
electronically filed data. This guarantees the utmost in transparency for the public to view the filed data.
Document Viewing Portal - Private Site
The system also comes with a kiosk mode that allows you to show filings in unredacted form, but only in
your office.That way if someone walks in requesting to view a filing,you can just point them to one of your
computers to search for the filings.They could print to your internal printer if they want to purchase a hard
copy. No more pulling files and making copies that waste valuable staff time!
NetFile is Number One in California
NetFile is California's first internet based accounting,disclosure,and data management system.Our clients
accounts for well over half of all electronic disclosure document filings in the state of California. For our
local government platform,there have been hundreds of thousands of e-filings made from both our Form
700 SEI filing and admin system as well as our Campaign Disclosure filing and admin system.
Unparalleled Training and Technical Support
Our business model is based on an ongoing service with no long term contractual commitments from our
clients. This guarantees you the best in training and support!
Contact Information:
Company Name: NetFile, Inc.
Address: 2707 Aurora Road
Mariposa, CA, 95338
Phone: (209) 742-4100 (Main Line & Support)
Phone: (559) 250-4847 (Local Government Sales)
Fax: (209) 391-2200
E-mail: sales@netfile.com
Website: www.netfile.com
NetFile also has an e-filing system for local governments for Statements of
Economic Interests FPPC Form 700 as well as Ethics Training Tracking and
Sexual Harassment Training Tracking.
eeAoov
NetFile
Pap ' Solution
FPPC Fo"71
STATEMENT OF NbtFile
NetFile's advantages.. E-FILING & ADMIN SYSTEM
Forms 700/800/Plus Forms Training Tracking
• • , . / Make your hard to track paper filing system obsolete with the most
experienced and leading provider of e-filing systems! NetFile does
support paperless as well as paper-filed documents. Being hosted
online, the agency, filer, and public can access the system at any time
day or night. NetFile is an extremely affordable solution for all sizes of
local government agencies. Our system comes with around the clock
support that is 100% based in California - no need to worry about
foreign based programming or support.
Fact: NetFile's support is based from the top down.
Fact: NetFile considers itself to be a support and service company.
• • Fact: Nobody takes care of their clients like NetFile!
Electronic Filing
• , Filers can no longer make mistakes that would
cause them to amend their filings for missing
• required fields. All the filers' data from previous
filings that can be used for future filings is retained
to make their next filing extremely easy! Drafts
• • can be generated at any time for review prior to
filing. A link from your website starts the process.
• NetFile servers ensure fast and efficient filings.
Online video tutorials and documentation makes
it easy for filers!
•
Agency Management Tool
The system acts as your repository of filers and
filings. Create the filers in the database just once.
Notifications can be sent out through the system to
filers. Track your filers and their deadlines through
• our advanced filing status report. Includes several
industry exclusive tools to push information to
staff regarding filers and their filings.
FPPC O . 700 INFO SHEET
Document Viewing Portal - Public Transparency Site
You can choose to have your filers' documents shown over the internet in redacted form with your own
redaction specifications.You can even narrow down which filers you would want to show.
ADVANCED PUBLIC SEARCH INCLUDED! This means you can search for elements across all your
electronically filed data. This guarantees the utmost in transparency for the public to view the filed data.
Document Viewing Portal- Private Site
The system also comes with a kiosk mode that allows you to show filings in unredacted form,but only in
your office.That way if someone walks in requesting to view a filing,you can just point them to one of your
computers to search for the filings.They could print to your internal printer if they want to purchase a hard
copy. No more pulling files and making copies that waste valuable staff time!
NetFile is Number One in California
NetFile is California's first internet based accounting,disclosure,and data management system. Our clients
accounts for well over half of all electronic disclosure document filings in the state of California. For our
local government platform, there have been hundreds of thousands of e-filings made from both our Form
700 SEI filing and admin system as well as our Campaign Disclosure filing and admin system.
Unparalleled Training and Technical Support
Our business model is based on an ongoing service with no long term contractual commitments from our
clients. This guarantees you the best in training and support!
Contact Information:
Company Name: NetFile, Inc.
Address: 2707 Aurora Road
Mariposa, CA, 95338
Phone: (209) 742-4100 (Main Line & Support)
Phone: (559) 250-4847 (Local Government Sales)
Fax: (209) 391-2200
E-mail: sales@netfile.com
Website: www.netfile.com
NetFile also has an e-filing system for local governments for their Campaign
Disclosure filings and administration of FPPC Forms 410, 450, 460, 461, 470,
496 & 497.
oee
NetFile
STATE OF CALIFORNIA
FAIR POLITICAL PRACTICES COMMISSION
1102 Q Street•Suite 3000•Sacramento,CA 95811
(916)322-5660•Fax(916)322-0886
Application to Obtain Certification of Electronic Filing System for Processing a
Statement of Interests, Form 700
application1. This
Name of Agency
City of Grand Terrace
Check if this is your initial request for certification or if this is for re-certification
❑✓ Initial ❑ Re-Certification
Agency(Check One)
❑ State ❑ County ❑✓ City ❑ Special District ❑ Other
Business Street Address City
22795 Barton Road Grand Terrace
State Zip Code Email Telephone Number
CA 92313 dthomas@grandterrace-ca.gov (909) 824-6621
2. The agency contact for questions relating to certification:
Name (Last, First) Title
Thomas, Debra City Clerk
Email Telephone Number
dthomas@grandterrace-ca.gov (909) 824-6621 ext. 230
Vendor3.
Vendor Name Contact Name (Last, First) Title
NetFile, Inc Diebert, Tom VP
Email Telephone Number
diebert@netfile.com 209.742.4100
a) Has the vendor or service provider been previously approved by the FPPC?
(If response is (No), please complete section 4) ❑✓ Yes ❑ No
If response was yes, has the vendor or service provider system been modified
which changes the previously approved system specifications or network ❑ Yes ✓❑ No
diagram? (If response is (Yes), please complete section 4)
vendor4. New . • requirements:
The agency seeking approval and certification of an electronic filing system for statements of economic
interests shall submit the following to the Commission:
a) A description of the electronic filing system that the agency proposes to use with documentation
showing compliance with the technical requirements of Section 87500.2, and this regulation will
include the following:
i. System overview
ii. Specifications
iii. Network diagrams
These documents shall be submitted as attachments to this application
1
FPPC System Submission Form(Aug/2018)
FPPC Advice:systemsubmissions@fppc.ca.gov(866/275-3772)
www.fppc.ca.gov
STATE OF CALIFORNIA
FAIR POLITICAL PRACTICES COMMISSION
1102 Q Street•Suite 3000•Sacramento,CA 95811
(916)322-5660•Fax(916)322-0886
S. An agency's proposed electronic filing system agrees to meet the following requirements:
1) The statement of economic interests filed electronically shall include an electronic
transmission that is submitted under penalty of perjury and that conforms to ❑✓ Yes ❑No
subdivision (b) of Section 1633.11 of the Civil Code.
2) The agency's filing officer shall issue to a person who electronically files his or her
statement of economic interests or amendment an electronic confirmation that
notifies the filer that his or her statement of economic interests or amendment was
received.The confirmation shall include the date and the time that the statement of ✓❑ Yes ❑ No
economic interests or amendment was received by the filing officer and the method
by which the filer may view and print the data received by the filing officer.
3) A copy retained by the filer of a statement of economic interests or amendment that
was electronically filed and the confirmation issued pursuant to subparagraph (A)
that shows that the filer timely filed his or her statement of economic interests or ❑✓ Yes ❑ No
amendment shall create a rebuttable presumption that the filer timely filed his or
her statement of economic interests or amendment.
4) The agency shall utilize an electronic filing system that includes layered security to
❑✓ Yes No
ensure data integrity.
❑
5) The system shall have the capability to uniquely identify a filer electronically when
he or she accesses the electronic filing system. ❑✓ Yes ❑ No
6) The operational process for the system shall include industry best practices to
ensure that the security and integrity of the data and information contained in the ❑✓ Yes ❑ No
statement of economic interests are not jeopardized or compromised.
7) The agency shall provide the public with a copy of an official's statement of
economic interests upon request, in accordance with Section 81008. The copy of
the electronically filed statement of economic interests shall be identical to the ❑✓ Yes ❑ No
statement of economic interests published by the Commission and shall include the
date that the statement was filed.
8) The agency shall have the ability to redact information on a statement of economic
interests prior to posting the statement of economic interests on the Internet.
a) 18313.6. Online Posting: Redacting Personal Information. (a) At the request of
an elected officer, Commission Staff shall redact the following information from
the official's statement of economic interest for purposes of the online posting
under Regulation 18313.5(b) if the elected officer has a reasonable privacy
concern related to an individual's address, or a family member's name or other
personally identifiable information: ❑✓ Yes ❑ No
i. The address of the individual.
ii. The name of the family member.
iii. The address of an entity at which the family member is employed.
iv. The name of any entity if the name of the entity would reveal the name of
the family member or the address at which the family member lives or is
employed.
2
FPPC System Submission Form(Aug/2018)
FPPC Advice:systemsubmissions@fppc.ca.gov(866/275-3772)
www.fppc.ca.gov
STATE OF CALIFORNIA
FAIR POLITICAL PRACTICES COMMISSION
1102 Q Street•Suite 3000•Sacramento,CA 95811
(916)322-5660•Fax(916)322-0886
9) The agency agrees to audits of the approved and certified electronic filing system to
evaluate its performance and compliance with the requirements of this section. ❑✓ Yes ❑ No
10)To permit compatibility among systems, an agency's electronic filing system for
statements of economic interests under Section 87500.2 shall accept a fling using
a system that permits data to be exported to a common file format such as comma ❑✓ Yes ❑ No
separated values (CSV) or Extensible Markup Language (XML), allowing the data to
be easily retrieved on a variety of spreadsheet and database applications.
11) In addition to the requirements set forth in Section 87500.2, an agency's electronic
filing system for statements of economic interests shall include the necessary
industry best practices to ensure that the integrity of the data and information is not
jeopardized or compromised by using technology such as:
a) Secured authentication
b) Complex password requirements
c) Secure sockets layer(SSL)
d) Web encryption
e) Enterprise-level network firewalls
❑✓ Yes ❑No
f) Database encryption
g) Password encryption
h) System hardening procedures
i) Backup and restore process
j) Disaster recovery capability
k) The capability to completely redact or omit information from an Internet
posting of the form.
6. Verification
The Fair Political Practices Commission is the only agency with authority under the Political Reform Act
to adopt the statement of economic interests and its accompanying instructions. Therefore, the agency
identified above agrees that it will not make any changes, edits, or redactions to the Form 700 and
informational materials approved by the FPPC. The agency understands that any relevant supplemental
information or training the agency will provide the filers will be subject to FPPC review. The agency agrees
that any additional reporting required pursuant to the agency's rules or regulations will be in a clearly
identified separate document of form. Failure to comply may result in revocation of the electronic filing
system.
Initials of signator
The undersigned agency head or designated agent certifies that he/she has read the conditions for
certification and agrees to follow all applicable procedures. The submission conditions and FPPC
Regulation 18756 are available on the FPPC website at www.fppc.ca.gov.
Signature Printed Name Debra L. Thomas Signed on 03-10-2021
g g (month,day,year)
3
FPPC System Submission Form(Aug/2018)
FPPC Advice:systemsubmissions@fppc.ca.gov(866/275-3772)
www.fppc.ca.gov
STATE OF CALIFORNIA
FAIR POLITICAL PRACTICES COMMISSION
1102 Q Street•Suite 3000•Sacramento,CA 95811
(916)322-5660•Fax(916)322-0886
7. Terms • Conditions
A certification fee of$1,000 payable to the Fair Emergency filings—In the event that the
Political Practices Commission. electronic system becomes inoperable and
unable to receive electronic filings, the agency
The Commission may at its discretion, charge shall, within 24 hours, contact the FPPC. The FPPC
a $1,000 re-certification fee depending on the will provide an emergency plan that provides
complexity of the system review. for the most timely filing of statements. The
emergency plan may require paper submissions
or other filing options in order to meet the Act's
requirements.
The agency's contact person identified on the The agency is required to maintain adherence
application on will be the FPPC's point of contact to FPPC requirements following certification and
for any issues relating to the Form 700 and must notify the FPPC of any proposed changes to
accompanying instructions. The vendor's contact the system that would impact criteria outlined in
person will be the FPPC's point of contact for the legislation or regulation.
information on technology questions.
These terms and conditions are subject to Following system approval all agencies will
change. be responsible for ensuring all electronic SEI
submissions must have an electronic data stamp
and the System Acceptance Number (SAN)
displayed at the top of the first page of the Form
700. The SAN will be provided to the agency at
the time of system approval and will be in the
following format: (000000000-AAA-0000)
All agencies must comply with Government Code Any additional pages or forms that are not part
Section 87500.2 and FPPC Regulation 18756. of the standard Form 700 generated by the FPPC
will be clearly identified as not being part of the
form 700.
An agency shall not use the electronic program An agency that submits a re-certification request
until certification is approved. must provide information related to any changes
since the last FPPC approval.
Important Note: Effective January 1, 2018,for Form 700 statements that are filed electronically and required
to be forwarded to the FPPC,your agency's systems are required to allow electronic data transfer with the
FPPC electronic system as part of this approval requirement.
a
FPPC System Submission Form(Aug/2018)
FPPC Advice:systemsubmissions@fppc.ca.gov(866/275-3772)
www.fppc.ca.gov
•
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le
U-0.00 100 p p p�P,
FPPC Form 700 System
Certification Submission for Local Agencies
Last Revised
January 2015
Version 2.0
OVERVIEW
Since its ground-breaking launch in 2006, NetFile's FPPC Form 700 e-filing system has received and
processed several thousands of electronic Form 700 filings. It is currently being used by more
than 50 agencies in California today.
The NetFile FPPC Form 700 application ("SEI") is a shared, hosted, cloud-based system comprised of
three major architectural components:
Admin: Provides features for local agency staff to create,track and correspond with filers
Filer: Allows individuals to create, review, print,and a-file their Form 700 documents
Public: Displays filed documents to the public on the web
SUBMISSION REQUIREMENT#1—Network Topology
NetFile Logical Network Diagram
Mariposa Office
Oakland Co-location Facility
Fire all
�U� 1
VPN or dedicated T1
Log Shipping Target Backup Target
Hardware-balanced Web Servers
Amazon Web Services
9
a o
/ Log Shipping Target Backup Target
0 0 0 0 o a o 0
VPN
Software-balanced Application Servers
0
Backup VM Images Target
0 0 0
Local Log Shipping Target Primary Database Server Local Backup Target
Rev.1/10/2013
SUBMISSION REQUIREMENT#2-COI Form 700 Application
Development
All development/maintenance for the SEI application is performed in Windows 8 using Visual Studio
2013. All application code is written in ASP.NET and C#against the.NET 4.5 runtime.
Two third party libraries are used. First,for PDF rendering,we use iTextSharp. Second,for middleware
data access,we use DataObjects.NET. The web application pages use code behind files that talk to data
access libraries to retrieve and store data. Code integrity is maintained using the Mercurial source
control system and Team City build environment.
Production
The deployed web application suite runs on Windows Server 2012 hosts,with a SQL Server 2008 R2
backend. The operating system for the primary database server is running Windows Server 2008 R2.
SUBMISSION REQUIREMENT#3—Website
The website runs on Windows Server 2012, using Microsoft IIS.Two web sites are configured,one for
public access and the other for internal services. ASP.NET web applications are stored under virtual
directories. The applications run under IIS app pools designed to maximize simultaneous users. The app
pools will also auto restart on any detected issues to maximize uptime. Database caching is enabled up
to 1GB on reads.
ASP.NET web services are used internally to communicate between the admin and filer components of
the system. These web services endpoints are not exposed to the public internet, and require ASP.NET
authentication. Secure web browsing is available using SSL certification from Entrust, Inc. The SSL
encryption uses 128 bit keys. System logging is performed through syslog and all messages are routed
to a central logging database. Alerts are triggered on system errors or service outages and sent to
NetFile support staff via email and text messages.
SUBMISSION REQURIEMENT#4—Secured Authentication
Filers are uniquely identified by their private e-mail address,stored in the NetFile SEI database along
with an internal identifier which is also unique. Filer account creation is controlled via the Admin
application,which is administered by the Agency Officer or Official.
Passwords are randomly generated with a mix of combined words randomly selected from a
59,000 word dictionary scrubbed to remove potentially offensive words. These passwords are
distributed by e-mail pointing the filer to a secure website where the password is exposed. The
filer can change this password once they log in for the first time. Filers may request a new
randomly-generated password at any time through the Filer application.
SUBMISSION REQUIREMENT#5—Security(network,system,application)
While NetFile does use Amazon Web Services for additional off-site storage of backup files, all other IT
assets of the SEI system are owned and managed by NetFile.
The SEI system is located at the Oakland Co-location facility of Digital Realty Trust,a top tier data center.
This ensures the highest level of facility-related support,such as power, cooling,and networking
infrastructure for NetFile's servers. The facility is secure,with 24-hour security on site.
Primary network security for NetFile's collocation is provided by a High-Availablity pair of SonicWall NSA
2400 devices. These units act as our network firewall and intrusion detection system.
All communication between the collocation faciltity and NetFile IT staff is done through VPN
connections.
SUBMISSION REQUIREMENT#6—Security Operations(Industry Best Practices)
NetFile has been providing online e-filing and disclosure systems since 1998, before most of the rest of
the world even though online disclosure was a real possibility. All of our software is carefully reviewed
with security in mind—particularly regarding such popular attack vectors as SQL injection, buffer
overflows, and server misconfigurations.
NetFile utilizes online and internal vulnerability scanning services,such as HackerTarget.com and
Netsparker to scan its software on a per-build basis.
All software in the collocation network is updated on a continuous basis,to ensure all the latest security
patches are deployed.
SUBMISSION REQUIREMENT#7—Backup and Restore
SQL 2008 R2 Data
All transactional data and filing document data is stored in our primary SQL 2008 R2 database. Log
shipping is utilized to maintain a hot standby database server at all times,also located in the Oakland
facility. Log shipping is also performed to a hot standby database server located in our Mariposa office
over the VPN. Additionally, log shipping is performed to a SQL 2008 instance hosted in Amazon Web
Services as a failsafe.
Full backups of the SQL data is performed nightly with two copies of the backup files maintained at the
Oakland facility. Copies of the full backups are sent nightly to our Mariposa office and Amazon S3
storage. Backups stored in S3 are encrypted.
A minimum of ten days of complete backups are maintained.
Machine Images and Configuration Data
Backup VM images and configuration data files(such as firewall and load balancer configurations)are
made after configuration changes to the affected VM/device. These backups are stored in Oakland and
Amazon S3.
Source Code
All NetFile source code related to the SEI system is hosted in Mercurial. A full backup of the Mercurial
data is made nightly and copied to multiple locations in the Oakland facility and Mariposa office.
SUBMISSION REQUIREMENT#8—Business Continuity and Planning/ Disaster Recovery
The NetFile SEI system is designed to provide a significant amount of fail-over redundancy without
creating exorbitant costs for our clients. Designing the system to provide a reasonable level of planned
fault-tolerance includes:
• Dual HA SonicWall NSA 2400 firewall appliances
• Multiple network switches with every server having at least two NIC adapters
• Kemp Technologies Load-balancing systems configured in an HA pair
• Multiple web servers, load balanced by the Kemp units
• Multiple application/processing servers, balanced by our software processes
The only'single point of failure' in the entire SEI system is the primary SQL 2008 database server. The
database server itself is as fault tolerant as any single Intel-based server can be with multiple power
supplies and RAID 10 SSD disk arrays.
If any single device or server apart from the SQL database server failed, NetFile's users should not even
be able to notice.
Should the SQL database server fail, NetFile IT staff can remotely reconfigure the system to use the hot
standby SQL server(with the log shipped data,so it is fully up to date even as the failure of the primary
server occurs)within ten minutes.
If there was a more extensive disaster, such as a major earthquake destroying the city of Oakland,the
SEI system could be running again within a maximum of six hours with provisioned Amazon EC2
instances. We're currently in the process of evaluating several different backup solutions to reduce our
maximum potential outage duration.
SUBMISSION REQUIREMENT#9—System Access
NetFile staff will contact staff to provide appropriate user credentials.
REQUIRED SYSTEM FEATURE CHECKLIST
1. E-mail notification of filing
YES. All e-filing submissions to NetFile's SEI system receive an e-mail indicating success or
failure of the submission.
2. Electronic confirmation number
YES. All e-filings accepted by NetFile's SEI system are issued a unique filing ID. This ID is listed
on the Public portal and rendered onto the PDF representation of the e-filing.
3. Electronic signature(date/time stamp)
YES. All e-filings accepted by NetFile's SEI system are time-stamped, and can be related back to
an individual's private e-filing credentials.
4. Extractable COI data in a common file format
YES. All e-filings generated or accepted by NetFile's SEI system are XML data documents,which
pass through a PDF rendering process for presentation and printing purposes.
5. Auto-populate filer information
YES. Previous year e-filings auto-populate the following year form. Additionally, changes to a
filer's departments or positions during the year are available for easy selection into the new
form, along with the previous year's departments and positions.
6. Previous year filings
YES. A filer is able to review, reprint or amend any previous filing they have created using the
SEI system.
7. Public website available 24x7x365
YES. NetFile's web portals into the SEI system are always available.
8. FPPC Pamphlet Online
YES. FPPC-provided manuals and instructions are readily available to all filers while using the
system.
9. System assistance hotline
YES. Local cities and counties using the NetFile SEI system provide telephone help desk support
to their filers.
10. Online password management
YES. Filers or agency administrators may reset their passwords at any time.
11. Account registration process
YES. NetFile provides local agencies with helpful documentation and procedures along with on-
site training seminars that have worked well for other jurisdictions to achieve a high percentage
of initial e-failing adoption by their filers. Additionally, NetFile imports personnel database
records to initially populate the Admin system.
STATE OF CALIFORNIA
FAIR POLITICAL PRACTICES COMMISSION
1102 Q Street - Suite 3000 - Sacramento, CA 95811
(916) 322-566o • Fax (916) 322-o886
Agency E-Filing Information
Agency Name: City of Grand Terrace
Date: March 10, 2021
General Information
Type of contract—
Monthly or annual? Annual
Annual/monthly cost $3,200.00
For the approved
agency above, how # Comments
many
Filing officials 1 City Clerk
Employees 16 Employees Only
Form 700 filers 20 Employees,Council Members, Planning Commissioners
Please specify type of
filers ® Code Filers X❑ 87200 ❑ Judges/Court Commissioners
Employees that work with
Form 700 (note whether 2 Full Time
part time or full time)
E-Filing Information Yes No Comments
Is e-filing required? ❑ X❑
Does your agency post Web-based system provides agency with a Public
700s to Its website? ❑ X❑ Portal for displaying redacted Form 700 Forms
Is filing officer training ❑
provided?
Is filer training provided? ❑X ❑
E-FilingInformation
How do you terminate a filer in your system Filer can be terminated manually in the system given the
without a leaving office statement? proper circumstances.
How is the conflict of interest code presented When filer logs in,the filer can see their conflict of interest
with the e-filing system? code.
Revised 1/10/2018
Fi Le
eaetFfle 2 0t Aurora Road
, Mariposa CA 95338
Tel (2095742-4100
Fax (209)391-2200
November 10,2020
Debra L. Thomas, CMC
City Clerk, City of Grand Terrace
22795 Barton Road
Grand Terrace,CA 92313
Dear Angela:
Thank you for your e-mail today. As promised,here is some background information as well as a
proposal for our e-filing and administration systems for both the Campaign Disclosure and Form
700 SEI filings.
How NetFile Works
NetFile is a hosted solution that provides you with an extremely affordable system that will enable
your filers to electronically file Campaign Statements and/or Form 700 filings.
Who Uses NetFile
NetFile is being used by over 180 local government agencies in CA today. For Cities, NetFile
dominates this market space. Over 72%of Cities in CA using a Form 700 e-filing system and over
95% of Cities in CA using a Campaign e-filing system use NetFile. We have 7 Cities in San
Bernardino County alone that are clients. The County Registrar of Voters uses our Campaign
system for all County filers and the County Clerk of the Board uses our Form 700 system for all
their Form 700 filers. In Southern CA our City clients include the Cities of Adelanto, Agoura
Hills, Anaheim, Arroyo Grande, Azusa, Burbank, Carlsbad, Chula Vista, Coronado, Covina,
Culver City,Desert Hot Springs,Downey,Eastvale,Escondido,Fresno, Fullerton,Garden Grove,
Glendale, Glendora, Hesperia, Huntington Beach, Indio, Irvine, Lake Elsinore, Lake Forest, La
Mesa, Lancaster, Manhattan Beach, Menifee, Monrovia, Montclair, Murrieta, Newport Beach,
Oceanside, Orange, Palmdale, Palm Springs, Pasadena, Perris, Rancho Cucamonga, Redondo
Beach,Rialto, San Bernardino, San Diego, San Dimas, San Gabriel, San Luis Obispo, Santa Ana,
Santa Barbara, Santa Fe Springs, Santa Maria, Santa Monica, Santee, Shafter, South Pasadena,
Temecula, Torrance, Victorville, West Hollywood, Westminster, and Wildomar. Our County
clients in Southern CA include the Counties of Kern, San Bernardino, San Luis Obispo,Riverside,
and Ventura. Other outside agencies in Southern CA include Banning Unified School District,
Desert Water Agency,Kern County Employers Training Resource,Gold Coast Health Plan,Irvine
Ranch Water District, LA Care Health Plan, Metro Gold Line, Riverside County Transportation
Commission, Riverside Transit Agency, Riverside Unified School District, San Bernardino
Community College District, South Coast Air Quality Management District, Southern California
Association of Governments,and the Western Riverside County Regional Conservation Authority.
Cost Information
NetFile does not charge any costs upfront. No setup fees to worry about. Our ongoing fee includes
everything (unlimited training, support, maintenance). All form changes and system updates are
included as well. The cost for our systems for you would be as follows:
Form 700 System&Campaign Disclosure Paperless Filing systems: $3,200/year ongoing
NetFile's Included Main Features
- Hosted platform means you don't need to load any software on your servers or apply any
updates or security patches
-Includes your setup,unlimited support,maintenance, and unlimited training
-Automated correspondence and generate filing status reports on the fly
-Filer portal(where the filer creates and electronically files their documents)
-Industry exclusive Form 700 mobile device filer platform
-Your 87200 filers can paperless file directly to the FPPC through the NetFile system
-NetFile pays for your initial FPPC $1,000 paperless application fee
-Exclusive Campaign Filer training program that includes free telephone training by NetFile
- NetFile clients have the option to schedule live Campaign filer trainings in their office with
NetFile staff providing the training
-Free public viewing portal to display your FPPC 800 series forms you are required to post online
NetFile's Exclusive Public Viewing Portal Features
NetFile easily gives you the ability to show or not show electronically filed documents. Come
January 1, 2021 AB 2151 comes into effect that requires local government agencies (like Cities
and Counties) to post on the internet within 72 hours a copy of any campaign filing made (both
paper and electronic). Any electronic filing through NetFile,at your option,can instantly be posted
online as soon as it is filed. Alternatively, we can set the default for public viewing to not post
instantly to give you the option to click a button to have it show online when you want it to show
online. Our systems have several areas that offer customizations like this at no additional cost.
Ethics Training and Sexual Harassment Training Tracking& 800 Series Form Public Site
The NetFile Form 700 system also includes the ability to track all your Ethics Training and Sexual
Harassment Training filers and their filings. The system also comes with a free public viewing
portal to display your FPPC 800 series forms.
Cross Jurisdictional Electronic Filings
NetFile is the ONLY solution that can offer you cross jurisdictional filings to all of our Form 700
agencies. The reason we can do this and others can't is ALL of our clients use our hosted solution.
Just tell us which filers of yours file to our other agencies and we can link them at the database
level to make their paperless filing easy across all their agencies.
How Long Does it Take to Setup?
Currently our lead time is 2 days to set up a new agency. For Form 700 the FPPC has to approve
you to become paperless and this takes approximately 2 weeks. To become a paperless filing
agency for Campaign Disclosure requires an ordinance change. We can send you ordinances from
other Cities to review.
The NetFile Difference
The City of Santa Clara was our first Campaign agency back in 2003. The City of San Diego made
history with our Campaign system having the first ever paperless campaign statement filed on
January 22,2013. Changing your ordinance is all you have to do! As mentioned above,I can send
you samples of other agencies ordinances so you don't have to reinvent the wheel for your
ordinance.
The California Political Treasurers Association has endorsed NetFile as the preferred system for
local government clients. Attached is a press release about this.
For Form 700 Statements of Economic Interests,NetFile leads the way. Starting the end of 2006
for the County of San Bernardino as well as the Cities of Anaheim and San Diego, NetFile beat
the competition to the market by 2 years. NetFile has industry exclusive features for the Form 700
system as well like dedicated mobile apps available through GooglePlay for android devices or the
Apple App store for iPhones or iPads.
One of the most important advantages with NetFile is all your revenue spent with NetFile stays in
the USA. Additionally,the philosophy at NetFile is that we are a Service Company not a Software
Company. We feel our most important strength is the support we provide our clients. This starts
at the top and percolates through every level of our organization.
NetFile Social Responsibility Program
Because City Clerks compromise our largest customer market segment, several years ago we
developed a program geared towards giving back to the community of Clerks. In 2019 we spent
over$50k just on the CCAC! This included providing free Workshops for Cities all over CA. We
had 135 clerks attend our Workshop in Ontario and 93 attend our Workshop in Mountain View in
July 2019. This year, due to Covid,we have provided 5 free web-based workshops free to clerks
to help them achieve their CMC or MMC accreditation. Over 900 clerks have attended these
sessions to advance their education.
If you need any additional information,just let me know.
Best regards,
Tom Diebert
Vice President,NetFile
A
I `
California Politicalmo Treasurer's Association
1127-11`h Street, Suite 210
Sacramento, CA 95814
January 1,2020
Tom Diebert
Vice President&COO
NetFile, Inc.
2707-A Aurora Road
Mariposa, CA 95338
Dear Tom:
One of the goals of the California Political Treasurer's Association (CPTA) is to promote the
concept of paperless electronic filing for Campaign Disclosure statements in California at all levels.
As such, we would like to acknowledge NetFile, Inc. and their contributions over the years to the
local Agency filing community,specifically County and City Agencies in California.
Our members have worked with several of these Agencies and applaud NetFile's efforts in making
their Agency system work within the confines of Assembly Bill 2452 which allows local governments to
electronically file Campaign Statements in California in a true paperless fashion. We know the first ever
paperless filing in CA took place on January 22, 2013 through a CPTA treasurer filing to a NetFile Agency
system. Since then we have seen NetFile being adopted by several local government Agencies in CA today.
As such, we recommend that all local government Agencies in CA go to a paperless filing system
for their Campaign Disclosure filings. From the prospective of the CPTA, we recommend those Agencies
use NetFile as their preferred solution.
NetFile's background in Campaign Disclosure gives them the unique advantage of having expertise
nowhere else available for the local government filing community.The fact that NetFile accounts for over
70% of all filings made to the Secretary of State of CA gives them a distinctive advantage in Campaign
Disclosure expertise not found anywhere else. All of the treasurers agree that any filings made to local
governments that use the NetFile system, makes the process easy and results in the ultimate level of
transparency.
We applaud NetFile's efforts in promoting paperless electronic filing in CA and endorse them as
the solution of choice for California local government Agencies.
Sincerely,
�"J-h440v�
Laura Ann Stephen
Vice President, Legislative Affairs
. . NetFile
NetHe's advantages.. E-FILINC & ADMIN SYSTEM
Forms 700/800/Plus Forms Training Tracking
• - , • Make your hard to track paper filing system obsolete with the most
experienced and leading provider of a-filing systems! NetFile does
support paperless as well as paper-filed documents. Being hosted
online, the agency,filer, and public can access the system at any time
day or night. NetFile is an extremely affordable solution for all sizes of
local government agencies. Our system comes with around the clock
support that is 100% based in California - no need to worry about
foreign based programming or support.
_ Fact: NetFile's support is based from the top down.
Fact: NetFile considers itself to be a support and service company.
• • Fact: Nobody takes care of their clients like NetFile!
Electronic Filing
- , Filers can no longer make mistakes that would
cause them to amend their filings for missing
/ required fields. All the filers' data from previous
filings that can be used for future filings is retained
to make their next filing extremely easy! Drafts
• can be generated at any time for review prior to
filing. A link from your website starts the process.
- NetFile servers ensure fast and efficient filings.
Online video tutorials and documentation makes
it easy for filers!
Agency Management Tool
The system acts as your repository of filers and
filings. Create the filers in the database just once.
Notifications can be sent out through the system to
filers. Track your filers and their deadlines through
our advanced filing status report. Includes several
industry exclusive tools to push information to
staff regarding filers and their filings.
a
FPPC FORM 700 INFO SHEET
Document Viewing Portal-Public Transparency Site
You can choose to have your filers' documents shown over the internet in redacted form with your own
redaction specifications.You can even narrow down which filers you would want to show.
ADVANCED PUBLIC SEARCH INCLUDED! This means you can search for elements across all your
electronically filed data.This guarantees the utmost in transparency for the public to view the filed data.
Document Viewing Portal-Private Site
The system also comes with a kiosk mode that allows you to show filings in unredacted form,but only in
your office.That way if someone walks in requesting to view a filing,you can just point them to one of your
computers to search for the filings.They could print to your internal printer if they want to purchase a hard
copy.No more pulling files and making copies that waste valuable staff time!
NetFile is Number One in California
NetFile is California's first internet based accounting,disclosure,and data management system.Our clients
accounts for well over half of all electronic disclosure document filings in the state of California. For our
local government platform,there have been hundreds of thousands of e-filings made from both our Form
700 SEI filing and admin system as well as our Campaign Disclosure filing and admin system.
Unparalleled Training and Technical Support
Our business model is based on an ongoing service with no long term contractual commitments from our
clients.This guarantees you the best in training and support!
Contact Information:
Company Name: NetFile, Inc.
Address: 2707 Aurora Road
Mariposa, CA, 95338
Phone: (209) 742-4100 (Main Line & Support)
Phone: (559) 250-4847 (Local Government Sales)
Fax: (209) 391-2200
E-mail: sales@netfile.com
Website: www.netfile.com
NetFile also has an a-filing system for local governments for their Campaign
Disclosure filings and administration of FPPC Forms 410, 450, 460, 461, 470,
496 & 497.
Ne Fi/eTHE E-FILING LEA
l_
• ' NetFile
PPPP**1PP'
NetFile's advantages.. E-FILING & ADMIN SYSTEM
Campaign Statements Made Simple and Secure
• - • Make your hard to track paper filing system obsolete with the
most experienced provider of Campaign Disclosure systems! NetFile
supports paperless as well as paper filed documents. Being hosted
online, the agency, filer, and public can access the system any time
day or night.NetFile is an extremely affordable solution for all sizes of
• local government agencies. Our system comes with around the clock
support that is 100%based in California - no need to worry about
foreign based programming or support.
• ' Fact: NetFile's support is based from the top down.
Fact: NetFile considers itself to be a support and service company.
• Fact: NetFile DOES NOT make contributions to local candidate
controlled committees!
Electronic Filing
First time filers can request free live software
training from NetFile staff! Filers can input their
. . data as they go or all at one time. Drafts can be
• generated at any time for review prior to filing. A
link from your website starts the filing process.
• ' • ' The site is hosted by NetFile but looks just like
your site. NetFile servers ensure fast and efficient
j , • filings. The submitted filing is validated to stop
amendments from happening in the first place.
• , Online documentation available for the filer to
make filing easy!
• • Agency Management Tool
The system acts as your repository of filers and
. filings. Create the filers in the database just once.
Notifications can be sent out through the system to
• , filers.Track your filers and their deadlines through
our advanced filing status report. Includes several
_ industry exclusive tools to push information to
staff regarding filers and their filings.
Campaign Disclosure INFO SHEET
Document Viewing Portal-Public Transparency Site
You can choose to have your filers' documents shown over the internet in redacted form with your own
redaction specifications.You can even narrow down which filers you would want to show.
ADVANCED PUBLIC SEARCH INCLUDED! This means you can search for elements across all your
electronically filed data.This guarantees the utmost in transparency for the public to view the filed data.
Document Viewing Portal-Private Site
The system also comes with a kiosk mode that allows you to show filings in unredacted form,but only in
your office.That way if someone walks in requesting to view a filing,you can just point them to one of your
computers to search for the filings.They could print to your internal printer if they want to purchase a hard
copy.No more pulling files and making copies that waste valuable staff time!
NetFile is Number One in California
NetFile is Californias first internet based accounting,disclosure,and data management system.Our clients
accounts for well over half of all electronic disclosure document filings in the state of California. For our
local government platform,there have been hundreds of thousands of e-filings made from both our Form
700 SEI filing and admin system as well as our Campaign Disclosure filing and admin system.
Unparalleled Training and Technical Support
Our business model is based on an ongoing service with no long term contractual commitments from our
clients.This guarantees you the best in training and support!
Contact Information:
Company Name: NetFile, Inc.
Address: 2707 Aurora Road
Mariposa, CA, 95338
Phone: (209) 742-4100 (Main Line & Support)
Phone: (559) 250-4847 (Local Government Sales)
Fax: (209) 391-2200
E-mail: sales@netfile.com
Website: www.netfile.com
NetFile also has an a-filing system for local governments for Statements of
Economic Interests FPPC Form 700 as well as Ethics Training Tracking and
Sexual Harassment Training Tracking.
LFi/e
Debra Thomas
From: Tom Diebert <diebert@netfile.com>
Sent: Friday, February 26, 2021 4:12 PM
To: Debra Thomas
Subject: RE: Ordinance information - Mandate language
Hi Debra,
Certainly. Below is the short list. If you would like a more formal list in the form of a letter,just let me know. Here you
go:
1) NetFile offers unique features not found anywhere else such as:
- Mobile applications for Form 700 annual filings
-Advanced public search capabilities for campaign filings (get all by year, RSS feeds, independent expenditure search,
search by election tree,etc..)
-Advanced public search capabilities for Form 700 filings (RSS feeds, display results up to 50 onscreen and download to
excel for all, parsed search for text across all electronic filings, etc..)
- NetFile has almost 200 agencies in CA using it's hosted Form 700 platform giving the ability for all its agencies to
electronically file to any NetFile jurisdiction.
2) NetFile's campaign filing experience not available elsewhere:
-Over 70%of all campaign disclosure filings made to the Secretary of State of CA comes through NetFile's professional
treasurer software
- No other vendor offers professional treasurer software
- NetFile is working directly with the SOS in the Cal Access Replacement System (CARS) project
3) NetFile is the main provider of electronic filing systems for Campaign Disclosure and Form 700 in California today:
-Over 90%of Cities using an electronic filing system for Campaign statements in CA use NetFile
-Over 73%of Cities using an electronic filing system for Form 700 in CA use NetFile
Debra,these are just the main items. If you need a list of additional exclusive features/benefits,just let me know. Have
a wonderful weekend!
Best regards,
Tom Diebert
Mariposa HQ&Support Phone: 209.742.4100
Fresno Office Phone: 559.250.4847
Fax: 209.391.2200
Agency support e-mail: staffhelp@netfile.com
Pro-Treasurer support e-mail: support@netfile.com
Direct e-mail: diebert@netfile.com
Website: www.netfile.com
From: Debra Thomas<dthomas@grandterrace-ca.gov>
Sent: Friday, February 26, 2021 3:23 PM
1
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CampaignDocs���
Full-featured system for managing the business process of the
FPPC-mandated Campaign Disclosure Filing.
The CampaignDocs- database system offers a full set of features,
including imaging, barcoding, automatic report generation and mail merge,
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Filings for candidates, committees, large donors and slate mailers.
APPLICATION FEATURES: Reassign pre-election
lic filing status based on
I Imaging to store an electronic copy of the filing. election results
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Create notification letters
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Automatic tracking of filing requirements.
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-1 A robust search engine to retrieve historical data.
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CampaignDocs",, increases staff productivity, while decreasing the costs
associated with managing the business process of Campaign Disclosure Filings. Public access module
The optional WebPublisherTM works hand in hand with CampaignDocsTm and
allows redacting information and publishing filer information and filed statements
Referral for enforcement
to your organization's web site. with complete audit trail
Both systems are turn-key, so implementation is completed in days not months.
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Supporting Digital Offices
Did you know that the average office worker uses 10,000 sheets of copy paper
each year?Just imagine all the costs involved and how fast they add up...
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• . . """" - - `" ..' ENTITY MANAGER
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ABOUT SOUTHTECH SYSTEMS
SouthTech Systems is dedicated to making a difference in the way you work.
Specializing in software development and systems implementation, we equip public
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on a successful history of working with organizations like yours, our products and
solutions have been specifically designed to meet the needs of government offices
including County Recorders, County Clerks, Clerk of the Board of Supervisors,
Election Officials and City Clerks. By combining an established track record of
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Systems is able to offer end-to-end, turnkey solutions that meet our clients' specific
eGovernment software needs.
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SOFTWARE SOLUTIONS
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empowers Filing Officers to electronically manage the business process TM
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of the FPPC-mandated Conflict of Interest Code and Statement of dosureDocs
Economic Interests (Form 700) submission.
DisclosureDocsTM increases productivity and decreases costs while managing Image enabled FPPC
the business process of the Conflict of Interest Code. Compliance has never Form 700 filing
been easier!
Summary and detailed reports
for agencies,filers and(optional)
eDisclosureTm activities
APPLICATION FEATURES:
' Print enforcement letters
I Notification, management and tracking of annual for submittal to FPPC
Statement of Economic Interests (Form 700)filings.
I Automatic filing requirement notification, management Automation notification letters
and tracking of assuming and leaving office statements. how
I Streamlined preparation and management of Conflict Automated reports
of Interest Code Amendments and Biennial Reviews. on filing status
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Conflict of Interest
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addresses are stored in the system. )
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each year?Just imagine all the costs involved and how fast they add up... eDisclosureTM to enable
purchasing,storage,copying,printing,postage,disposal and recycling fees. electronic completion
So why print,when you can go digital?Efficient, eco-friendly and highly cost of Form 700
effective,electronic forms will transform and simplify the way you do business.
C SOUTHTEGH
SYSTEMS
4181 Flat Rock Drive Suite 300, Riverside, • 92505 - • 14 •51) 354-6107 www.southtechsystems.com
DisdosureDoc
FILER MANAGER
Quick and easy management of existing
and new filers, including entering
relevant data, logging phone calls and
e-mails, printing barcodes, and complete
., .•.— work history.
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consolidated into one step. By selecting
the desired letter, the database extracts the
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mail merge process is as easy as clicking
Print Letters.
ABOUT SOUTHTECH SYSTEMS
SouthTech Systems is dedicated to making a difference in the way you work.
Specializing in software development and systems implementation, we equip public
agencies with products, services and enterprise solutions that automate manual
processes and improve staff productivity. SouthTech Systems not only provides
technical expertise, but also in-depth government operational experience. Based
on a successful history of working with organizations like yours, our products and
solutions have been specifically designed to meet the needs of government offices
including County Recorders, County Clerks, Clerk of the Board of Supervisors,
Election Officials and City Clerks. By combining an established track record of
serving local government agencies with our proven technical experience, SouthTech
Systems is able to offer end-to-end, turnkey solutions that meet our clients'specific
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FILER BENEFITS:
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is automatically checked for errors and omissions
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expenditures and unpaid bills,which can be conveniently filtered Management Reports
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effective,electronic forms will transform and simplify the way you do business.
SOUTHEC-H
SYSTEMS
4181 Flat Rock Drive Suite 300, Riverside, CA 92505 - . • 1
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products, services and enterprise solutions that automate manual processes and improve
staff productivity. SouthTech Systems not only provides technical expertise, but also in-
depth government operational experience. Based on a successful history of working with
organizations like yours,our products and solutions have been specifically designed to
meet the needs of government offices including State Agencies,County Recorders,County
Clerks, Clerk of the Board of Supervisors, Election Officials,City Clerks and various Local
Municipalities. By combining an established track record of serving government agencies
with our proven technical experience,SouthTech Systems is able to offer end-to-end,turnkey
solutions that meet our clients' specific eGovernment software needs.
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Form 700 online, in the privacy of their own secured filing area.
The eDisclosureTM solution provides a streamlined, simplified method for
filers to complete their forms online, as well as for Filing Officials to assist eDisdosureTM
in managing departments and Biennial Reviews.
FILER BENEFITS:
-4-1 Easily and securely fill out or amend Form 700, which Electronic filing&submission
is automatically checked for errors and omissions
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reports
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ABOUT SOUTHTECH SYSTEMS
SouthTech Systems is dedicated to making a difference in the way you work.
Specializing in software development and systems implementation, we equip public
agencies with products, services and enterprise solutions that automate manual
processes and improve staff productivity. SouthTech Systems not only provides
technical expertise, but also in-depth government operational experience. Based
on a successful history of working with organizations like yours, our products and
solutions have been specifically designed to meet the needs of government offices
including County Recorders, County Clerks, Clerk of the Board of Supervisors,
Election Officials and City Clerks. By combining an established track record of
serving local government agencies with our proven technical experience, SouthTech
Systems is able to offer end-to-end, turnkey solutions that meet our clients' specific
eGovernment software needs.
SOUTHTEGH
SYSTEMS
www.southtechsystems.com 4181 Flat Rock Drive Suite 300, Riverside, CA 92505 • • 14 • 1
SOFTWARE SOLUTIONS
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■�■E:: EthicsTrainingTracker0
A comprehensive solution for Ethics Training Certicate Management
a:
Ethics Training Tracking""Module is designed to automate and simplify Ethics Training
the process of accepting, tracking, and storing Ethics Traning certicates. Tracker
Ethics Training Tracking Module that works hand in hand with our
DisclosureDocs/eDisclosure System.This Module allows tracking the Automated email notications
Ethics Certicates and notifying Filers of their Ethics Training requirements.
Customizable deadlines
HIGHLIGHTS INCLUDE:
1 The Module is exible, and offers a high degree of customization
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41 Ethics Certicates can be submitted from anywhere via the eDisclosure
web-based portal.
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outstanding control over formatting, language, and messaging.
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submitted Ethics Certicates.
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tracked electronically.
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SOUTHTE -H
SYSTEMS
4181 Flat Rock Drive Suite 0• Riverside, CA 92505 •
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SouthTech Systems is dedicated to making a difference in the way you work.
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agencies with products, services and enterprise solutions that automate manual
processes and improve staff productivity. SouthTech Systems not only provides
technical expertise, but also in-depth government operational experience. Based
on a successful history of working with organizations like yours, our products and
solutions have been specifically designed to meet the needs of government offices
including County Recorders, County Clerks, Clerk of the Board of Supervisors,
■�:� Election Officials and City Clerks. By combining an established track record of
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