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14-166 SouthTech Systems for Automated 700 forms and campaign forms SOUTHr=CH SYSTEMS SouthTech Systems, INC. DISC LOSUREDOCS/EDISCLOSURE SOFTWARE SUBSCRIPTION AGREEMENT This AGREEMENT("Agreement")is entered into as of October 13,2014, by and between.SouthTech Systems,-Inc. ("SouthTech Systems"), and City of Cupertino("Customer"). SECTION 1: DEFINITIONS 1.1 "Software" means the SouthTech Systems computer program product(s) identified as DisclosureDocs and eDisclosure and the modules that have been identified in thE!Scope of Subscription below. "Software" includes Major Releases or Upgrades and/or Maintenance Releases or Updates and/or Patches or Hot Fixes that SouthTech Systems makes commercially available to customers under a current Software Subscription Agreement(or equivalent contract accepted by SouthTech Systems) for which the applicable fee has been paid. Software also includes all related documentation, user manuals, operator instructions and other materials used in conjunction with the Software and provided by SouthTech Systems. 1.2."Software Releases"include the following. a) A "Patch or Hot Fix" or "Update or Rapid Improvement" may contain single or multiple bug fixes. Patches must be installed on top of a Major Release or a Maintenance Release and cannot be used independently. b) A "Maintenance Release" or "Update Release" contains bug fixes or limited new functionality. A Maintenance Release or Update Release is designed to provide an incrementally more stable Software environment. c) A "Major Release" or "Upgrade" is designed to provide new features or functions or to improve performance. A Major Release may also contain bug fixes and will have undergone quality assurance testing prior to release. d) Software release designations shall follow thE!format X.YY.ZZZZ, where X refers to the Major Release or Upgrade Release level, YY refers to the Maintenance Release or Update Release level, and ZZZZ refers to the Patch or Hot Fix level. 1.3 "Active Filer" is an individual who has current Form 700 filing obligations, including separate filings for multiple positions. The term does not include individual filers who have terminated positions and who have received the Fair Political Practices Commission's required notices. 1.4"System User"is a user with administrative level access to the Software. SECTION 2: GRANT OF LICENSE AND USE; SOFTWARE DELIVERY; PAYMENT 2.1 Scope of License. Subject to Customer's compliance with this Agreement, SouthTech Systems hereby grants to Customer a non-exclusive, non-transferable license (without rights to sublicense or to use in a service bureau environment), to use the Software as designed, including laser documentation which are delivered to Customer by SouthTech Systems under this Agreement for Customer's internal business purposes only for the period covered by this agreement and paid by the customer. License to Patches, Maintenance Releases and/or Update Releases and subsequent Major or Upgrade Releases to such computer program product(s)-requires an active Software Subscription Agreement. Customer shall not copy (other than for archival purposes), modify, transfer to another entity, or use the Software in whole or in part, except as expressly provided for in this Agreement or authorized in the applicable purchase order or proof of license purchase. Software may not be exported, rented, leased, or,used to process the data of others. 1 _ . SouthTech Systems, Inc. Software Subscription Agreement October 7, 2014 SOUTH SYSTEMS The Software Modules included in the Scope of this License are as follows: Mrod ulee�, S,ystem'IModles >� Needed DisclosureDocs Management Suite for Filing Officer(Filer Manager,Agency Management, 1 Configuration Module, Emails, Reports, Letters, Etc) DisclosureDocs- Full Review Module 1 eDisclosure- Filer Module 1 eDisclosure- Contact Person Module 0 Conflict of Interest Code Module 0 Public Kiosk Module 0 Web Redaction/Web Publishing Module 0 Hosting by SouthTech 0 2.2 Active Filers. The total number of Active Filers allowed to be tracked by the Software is shown in Section 2.4. SouthTech Systems requires that the Customer subscribes for the maximum number of Active Filers that will be tracked by the Software. 2.3 Delivery and Installation. The Software and User Guides will be provided by SouthTech Systems electronically via FTP. 2.4 Subscription Fee. Customer shall pay the Subscription Fee listed below. This agreement is renewable on an annual basis. The subscription fee is fixed for the first 3 years. After this period the Customer can renew the agreement at a fee not to exceed COL increases up to 5% per year above the first year price. In addition, if quantity of Active Filers in the database exceeds the agreed upon number by 5% or if additional modules are needed, the Customer shall contact SouthTech Systems to upgrade the Subscription. The upgrade fee will be prorated based on which modules and how many filers are being added. SouthTech Systems has the right to utilize an electronic monitoring tool to report the number of DisclosureDocs/eDisclosure filers in your organization's system at any given time. The initial Configuration, Data Import,Training, Roll.Out as well as the Software Maintenance and Support is included in this fee. At the contract termination or conclusion, unless renewed, SouthTech will provide you with the Data and Images in an exported format and the Customer shall stop using the system. - 2 - SouthTech Systems, Inc. Software Subscription Agreement October 7, 2014 SOUTH Gi SYSTEMS Monthly Software Subscription Based on 133 Filers _ d ;V., +i S gm'yTyr r " f ,u_✓e ,;Fv':. ` q.a'y "`5""�v'+^s Tro d.x. s M..9; v S dx^� N Y ,,m _ yew .„a ��,Unfit Price ,Dotal Price 2's-4 ;'�'��< r 'i P Ra w4� °°'� �i�r"t�"''Y� '� Needed=``� R+^�^ i�„�.^.g``✓",-I➢i"`�� '� e.•p. .,:w a. DisclosureDocs Management Suite for Filing Officer(Filer Manager,Agency Management, Configuration Module, Emails, Reports, Letters, 1 $105.63 $105.63 Etc) DisclosureDocs- Full Review Module 1 $36.22 $36.22 eDisclosure- Filer Module _ 1 $105.63 $105.63 eDisclosure- Contact Person Module 0 $51.31 $0.00 Conflict of Interest Code Module _ 0 $36.22 $0.00 Public Kiosk Module 0 $21.13 $0.00 Web Redaction/Web Publishing Module 0 $36.22 $0.00 Hosting by SouthTech _ 0 $35.23 $0.00 Subscription Fee $247.47 Subtotal Subscription Fee _ 3 $247.47 No Tax- FTP Download $0.00 Monthly Grand Total $247.47 Note: Pursuant to Assembly Bill FAB 2062, an agency requesting approval for Electronic Submission is required to submit an application to the FPPC and include a certification fee of$1,000 payable to the State of California. This Agreement includes services necessary to obtain permission for an Electronic Submission, but does not include the FPPC fee. 2.5 Payment. Software Subscription will be invoiced to Customer on an annual basis for the upcoming period. The first payment will be submitted upon the project kick-off. Payment terms are Net 30. Software Subscription Annual Billing Based on 133 iFilers r. p �, E Invoices D4ate=, Deliverable Cost Descriptio°n Quarterly Starting —_ _ _ ~ Software Subscription $2,969.64 — —, Invoice for Annual Software Subscription ^ – No Tax- FTP Download $0.00 Softwarewith ----- ��—�_� – - ------ ----- ----- --- Subscription -- Week 1 Invoice Total –` ~$2,969.64 -3 - SouthTech Systems, Inc. Software Subscription Agreement October 7, 2.014 S ®UT SYSTEMS SECTION 3: LIMITED WARRANTY, REMEDIES, LIMITATIONS ON LIABILITY 3.1 Limited Warranty. For a period of thirty(30)days following the date of purchase, SouthTech Systems warrants to the original licensee that (i) the Software will perform substantially in accordance with the accompanying documentation and (ii) and the documentation and media will be free from defects in materials and workmanship. This limited warranty does not cover failures caused by accident, abuse or misapplication. In the event of a failure of the Software or documentation to meet this limited warranty, the entire liability of SouthTech Systems shall be, at SouthTech System's sole discretion, either(a) replacement of the Software or documentation not meeting the limited warranty, or(b) return of the fee paid, provided the Software and accompanying materials are returned to SouthTech Systems. Any replacement product or documentation provided by SouthTech Systems will be warranted for the remainder of the original warranty period or thirty (30) days from the date of the installation of the replacement, whichever is longer. 3.2 No Other Warranties.. EXCEPT AS SPECIFICALLY PROVIDED HEREIN, SOUTHTECH SYSTEMS MAKES NO WARRANTY, EITHER EXPRESS OR IMPLIED, RELATING TO THE SOFTWARE, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. SOUTHTECH SYSTEMS DOES NOT- WARRANT THAT THE SOFTWARE IS ERROR-FREE WILL OPERATE WITHOUT INTERRUPTION OR WILL WORK IN ALL COMBINATIONS SELECTED BY CUSTOMER. 3.3 Limitation of Liability. IN NO EVENT SHALL SOUTHTECH SYSTEMS BE LIABLE FOR ANY SPECIAL, INCIDENTAL, CONSEQUENTIAL OR INDIRECT DAMAGES, INCLUDING BUT NOT LIMITED TO COSTS OF PROCURING SUBSTITUTE PRODUCTS OR SERVICES, LOSS OF USE, LOSS OF DATA, BUSINESS INTERRUPTION OR LOST PROFITS, ARISING FROM OR IN CONNECTION WITH THIS AGREEMENT OR THE USE OF THE SOFTWARE. IN NO EVENT SHALL SOUTHTECH SYSTEMS'S LIABILITY FOR MONEY DAMAGES EXCEED THE AMOUNT PAID BY CUSTOMER FOR THE SOFTWARE FROM WHICH THE CLAIM AROSE. THIS LIMITATION DOES NOT APPLY TO DAMAGES WHICH MAY ARISE IN CONNECTION WITH ANY CLAIM, SUIT OR PROCEEDING ARISING UNDER SECTION 7 OF THIS AGREEMENT. SECTION 4: PRODUCT MAINTENANCE,TECH SUPPORT AND HOSTING The active Software Subscription covers all routine maintenance, software problem analysis and resolution, supplemental training, documentation updates, telephone technical support and WebEx sessions. In addition, it entitles the Customer to updates to the software product to maintain compatibility with operating system, database software and our standard enhanced functionality updates. 4.1 Software Maintenance. Under this Agreement the Customer will receive regular and emergency software updates and related professional services for the Software covered by this Agreement. These software updates and services shall include program bug fixes, minor software enhancements and FPPC related software changes. In addition,SouthTech Systems will provide Release Notes that describe the changes to the software. 4.2 Remote Technical Support. Telephone, e-mail and remote access support is available during normal business hours of Monday thru Friday, 8:00 a.m. to 5:00 p.m. The most common situations resolved with telephone support are: • Minor end-user instructions and training requests • Issues related to process for end-user to log into the system • Software bug or error -4= SouthTech Systems, Inc. Software Subscription Agreement October 7, 2014 SOUTH SYSTEMS • Software troubleshooting and trouble resolution • System malfunction problem identification and resolution • Software installation problems • Database preventive maintenance/troubleshooting and problem resolution • Software performance tuning 4.3 Service Requests and Response Time. SouthTech Systems will respond to non-emergency service requests within 8 hours after receipt of a support call by the Customer. SouthTech Systems will determine the necessary action to resolve a request for service. In order to make this determination the Customer's personnel will provide adequate information that will allow SouthTech Systems staff to determine the severity of the support request and the appropriate response that compiles with the terms and conditions of this agreement. If the service request is an emergency, such as the system is not available to users, SouthTech Systems will respond in 1 hour or less by telephone or remote access. Customer may request and on-site analysis, training or programming services. These visits shall be scheduled with the Customer's personnel. The Customer is responsible for any time, travel and out-of-pocket expenses. A minimum billable time will be 16 hours. These services can be purchased at our discounted rates as shown. Professional Service;Rates Position Title Standard Discounted* Senior Developer Design $225.00 $202.50 Project Manager $200.00 $180.00 Senior Programmer/Analyst $175.00 $157.50 Programmer/Analyst $150.00 $135.00 Trainer/Technical Support $125.00 $112.50 4.4 Additional Optional Block of Hours for Work Requests and Enhancements. If system analysis and software development is needed beyond the scope of this Agreement, SouthTech Systems is available for hire by the Customer to provide with system analysis, system design and programming, testing, implementation and training services. If additional services are needed the Customer can purchase additional professional services at a rate discounted 10%below SouthTech Systems standard professional service rates as shown in Exhibit D. All work under this section must be approved by the Customer's Office Project Manager or designee prior to SouthTech Systems beginning any work. The scope of work will be included in a written work.request approved by the Customer's office. For each work request SouthTech Systems will confirm the priority and provide an estimate of hours required and completion date. SouthTech Systems will track and report the actual time utilized to accomplish the work request in monthly billing statements. - 5 _ SouthTech Systems, Inc. Software Subscription Agreement October 7, 2014 SOUTHIECH SYSTEMS 4.5 System Hosting. SouthTech shall host the Customer's DisclosureDocs/eDisclosure system and-provide related services to Customer in accordance with the terms of this Agreement. 1) Service Level a) During the Term of the Agreement,the DisclosureDocs/eDisclosure will be operational and available to Customer at least 99.9% of the time in any calendar month(the "Availability Agreement"). If SouthTech does not meet Availability Agreement, and if Customer meets its obligations under this Agreement, Customer will be eligible to receive the Service Credits described below. b) Definitions.The following definitions shall apply to Availability Agreement. i) "Downtime" means, total number of minutes in a calendar month that the system was not available for use. ii) "Monthly Uptime Percentage" means total number of minutes in a calendar month minus the number of minutes of Downtime suffered in a calendar month, divided by the total number of minutes in a calendar month. iii) "Service"means Availability Agreement for SouthTech Business Products purchased by Customer iv) "Service Credit"means the following: Monthly Uptime Days of Service added to the end of the Service term, at no charge to Customer Percentage <99.9%->=99.0% 2 <99.0%->=95.0% 4 <95.0% 8 c) Customer Must Request Service Credit. In order to'receive any of the Service Credits described above, Customer must notify SouthTech within thirty days from the time Customer becomes eligible to receive a Service Credit. Failure to comply with this requirement will forfeit Customer's right to receive a Service Credit. d)- Maximum Service Credit. The aggregate maximum number of Service Credits to be issued by SouthTech to Customer for all Downtime that occurs in a single calendar month shall not exceed eight days of Service added to the end of Customer's term for the Service. 2) Security a) SouthTech shall utilize a firewall to help prevent unauthorized access to Customer's Website and Data, which will consist of hardware and software designed and configured to control or limit access to our computer and network resources. b) SouthTech shall immediately notify Customer of any breach of the firewall detected by SouthTech. 3) Back-Up Data and Disaster Recovery a) SouthTech shall back up the Customer's data nightly and retain those back-ups in an offsite location. b) In the event of a hardware failure, SouthTech shall restore,the back-up data to Customers database. -6 - SouthTech Systems, Inc. Software Subscription Agreement October 7, 2014 T I S0UTHr=GH SYSTEMS SECTION 5: INTELLECTUAL PROPERTY RIGHTS The Software and accompanying documentation are protected by both copyright law and international treaties. SouthTech Systems and its suppliers own all intellectual property rights in the Software and accompanying documentation, and the structure, organization and code contain valuable trade secrets of SouthTech Systems and its suppliers. SouthTech Systems retains all rights not expressly granted hereunder. Customer owns and shall continue to own all proprietary rights to their Customer data stored in the Software. SECTION 6: TERM AND TERMINATION 6.1 Term. The term of this Agreement shall commence at the approval of this agreement, and will renew on an annual basis, unless sooner terminated in-accordance with the section entitled "TERMINATION BY EITHER PARTY", as set forth elsewhere in this Agreement. Given the services provided by SouthTech Systems have been to the satisfaction of the Customer, the Customer reserves the right to extend the period of this Agreement on a year-to- year basis. 6.2 Termination by Either Party. Customer may terminate this Agreement or any license granted in Section 2 upon 30 days written notice to SouthTech Systems. SouthTech Systems may terminate this Agreement upon 30 days written notice to Customer,-if Customer breaches any term of this Agreement, and fails to cure the breach within the 30-day period. 6.3 Effect of Termination. Upon conclusion or termination of this Agreement for any reason, Customer shall immediately cease using the Software including any full or partial copies in any form. At the termination, SouthTech System will export the Data and Images from the database and provide them to the Customer in an XML and PDF format.The obligations of the parties under Sections 3 and 7 shall survive any termination of this Agreement. SECTION 7: PROPRIETARY RIGHT INFRINGMENT 7.1 SouthTech Software. SouthTech Systems shall defend any claim, suit or proceeding, indemnify the Customer, and pay any settlement amounts or damages awarded by a court of final jurisdiction arising out of claims by third parties that the Software infringes any U.S. patent, copyright or trademark, provided that Customer promptly notifies SouthTech Systems of the claim in writing and permits SouthTech Systems to control the defense or settlement of such claim and cooperates in the defense or settlement thereof. Customer shall have the option of being represented by counsel at Customer's expense. If as a result of any such claim, Customer's right to use the Software is revoked by a court of competent jurisdiction, SouthTech Systems, at its expense and at Customer's sole discretion, shall do one of the following: (i) obtain for Customer the right to continue using the Software; (ii) provide Customer with a replacement or modified product with substantially the saM functionality as the Software; or (iii) provide Customer with a refund of the last Annual Subscription payment in exchange for termination of Customer's right to use the Software. SouthTech Systems obligations under this section shall not apply to claims of infringement based upon: (a) use of other than the latest unmodified release of the Software made available by SouthTech Systems or its authorized reseller to Customer, at no additional cost if such infringement would have been avoided by the use of such release of the Software, (b) combination, operation or use of the Software with any non-SouthTech Systems programs or data, if such infringement would not have occurred without such combination, operation or use, or (c) use of the Software after receiving written notice from SouthTech Systems that the Software infringes a U.S. patent, copyright or trademark of a third party. SouthTech Systems's obligations under this section consitute Customer's sole and exclusive remedy for a claim of intellectual property infringement. Notwishstanding any other provision of -7- SouthTech Systems, Inc. Software Subscription Agreement October 7,, 2014 SOUTH CH SYSTEMS this Agreement, SouthTech's obligations under this section are not limited in time and arise when Customer receives notice of any claim, suit or proceeding claims of infringement. 7.2 Customer Content. The Customer acknowledges that responsibility for all content provided by the Customer for the performance of the Services or otherwise included in the Software (the "Customer Content") is the sole and exclusive responsibility of the Customer and that SouthTech will not be held responsible in any way for any copyright infringement or violation, or the violation of any other person's rights or the violation of any laws, including but not limited to infringement or misappropriation of copyright, trademark or other property right of any person or entity arising or relating to the Customer Content. The Customer agrees to indemnify and hold harmless SouthTech from and against all losses, damages, actions or causes of action, suits; claims, demands, penalties and interest arising in connection with or out of any such Customer Material provided by the Customer. SECTION 8: AUDIT Upon reasonable notice to customer, SouthTech Systems may audit Customer's Software use, either on-site or remotely, in order to determine the quantity of Active Filers tracked in the Software. Should an audit reveal excess use beyond licensed Concurrent Use, Customer shall purchase the requisite number of additional licenses. SECTION 9: GENERAL PROVISIONS 9.1 Entire Agreement. This Agreement and any applicable purchase orders accepted by SouthTech Systems represent the entire agreement between the parties with respect to the subject matter hereof and supersede all prior agreements, oral or written, relating to the subject matter hereof. This Agreement can be amended or modified only by a written agreement signed by both parties. The terms of this Agreement shall prevail over the terms of any Customer order or acknowledgment document predating this Agreement. 9.2 No Assignment. Neither party shall not sell, transfer, assign, or subcontract any right or obligation hereunder without the prior written consent of both parties. 9.3 Governing Law. THIS AGREEMENT SHALL BE GOVERNED BY THE LAWS OF THE STATE OF CALIFORNIA AS APPLIED TO CONTRACTS BETWEEN CALIFORNIA RESIDENTS. 9.4 Severability. If any provision of this Agreement is found invalid by a court,the remaining provisions shall remain in full force and effect. 9.5 Limits on Actions. No action arising under this Agreement, in contract, tort or otherwise, may be brought by either party more than four years after the cause of action arises. 9.6 No Waiver. No failure or delay by either party in exercising any right, power or privilege hereunder will operate as a waiver or preclude further exercise thereof. 9.7 Force Majeure. Neither party shall be deemed to be in default for any delay or failure to perform its obligations under this Agreement resulting from acts of God, the elements, strikes, shortages of parts, labor or transportation or any other causes beyond the reasonable control of such party. -8- SouthTech Systems, Inc. Software Subscription Agreement October 7, 2014 SOUTHUGi } SYSTEMS IN WITNESS WHEREOF,the parties have executed this agreement as of the date set forth above. SOUTHTECH SYSTEMS,INC. CITY OF CUPERTINO r Name: r14- Name: lJ'1�r✓ � C Title: c F0 Title: I �U1 d�� Dated: /l Dated: j --1 S-0 9 SouthTech Systems, Inc.SoftwarE!Subscription Agreement October 7, 2014 CUP RTINO I.Prop®,�a�l TQr Do T /' o�ure.D M T e -ISCIO-sure M D Automating F Form 700; September 17, 2014 Prepared By: SOLJTHr=C=H SYSTEMS E-Gov Solutions ® Software Development Electronic Document Management Systems 4181 Flat Rock Drive Suite 300 Riverside, California 92505 Phone (951) 354-6104 Fax (951) ,354-6107 www.southtec[isystems.com DisclosureDocsTM/eDisclosureTM City of Cupertino Table of Contents ORGANIZATIONALINFORMATION..................................................... . ...............................3 DISCLOSUREDOCSTM/EDISCLOSURETM SOFTWARE SUITE OVERVIEW................................5 TECHNOLOGYPLATFORM.....................................................................................................7 TRAINING................................................................................................... .......................7 APPLICATION HOSTING ......................................................................................................... 7 MAINTENANCEAND SUPPORT............................................................................................... COST.................... ....................................................................... . .................................8 PAYMENTSCHEDULE......................:.....................................................................................8 QUALIFICATION AND EXPERIENCE ................................................................................. REFERENCES .............................................................................................................. EXHIBITA SCOPE OF WORK......................................................................................... EXHIBIT B PROJECT IMPLEMENTATION PLAN..................................................................15 EXHIBIT C DISCLOSURE DOCSTM/EDISCLOSURETM -SOFTWARE SUBSCRIPTION................16 EXHIBIT D PAYMENT SCHEDULE -SOFTWARE SUBSCRIPTION..........................................17 EXHIBIT E PROFESSIONAL SERVICE RATES.....................................................................19 EXHIBIT F SYSTEM HARDWARE AND SOFTWARE REQUIREMENTS......................................20 SouthTech Systems Page 2 DisclosureDocsTM/eDisclosureTM City of Cupertino Organizational Information For over 20 years, SouthTech Systems hCas been providing software solutions and services to Local Government. We are a California Small Business Certified vendor which meets the need of many government agencies that are required to have a certain percentage of the procurements go to small businesses. Headquartered in Riverside, California, with a satellite office in Yerevan, Armenia, we specialize in the development and implementation of eGovernment and eBusiness software; we equip organizations with products, services and enterprise solutions that automate manual processes and improve staff productivity. SouthTech Systems also specializes in building Electronic Document Imaging solutions, which includes.the analysis, design, implementation, training, support, and maintenance of custom, turnkey.systems. Our first success story goes back to 1993. Jose Dominguez, the Founder of SouthTech Systems, built a system called CDATS, to automate the Marriage License Issuance process. This system eventually got purchased by the State and distributed to most of the California Counties. CAT;)' allowed County Clerks to stop using typewriters and utilize computers for producing Marriage Licenses. In 1998, we worked with the Orange County Recorder in building the first Internet Electronic Recording System in the United States, which would allow Title Companies record deeds and other real Estate documents electronically with the Recorder's office. Orange County has successfully utilized our system and recorded over 7 Million Documents without any single instance of fraud. In 2006 SouthTech Systems developed a second generation Electronic'Recording System for the County Recorders. Using our past experience of developing the original Electronic Recording System and the newly released California State Department of Justice Security Specifications, we launched a research and development effort for a new Multi-County Electronic Recording System. In doing so, we. were able to remain ahead of the curve by designing a robust, single-interface system that would eventually be used by many California Counties. This R&D development effort was highly successful; an effort which cultivated in SouthTech Systems selling the software rights to a group of Southern California Counties. Counties of Orange, Los Angeles, Riverside and San Diego became partners in this effort. This product has since been named "SECURE" by the owners of the system and has won numerous awards for innovation and originality.- SouthTech Systems retains the rights to the software and source code for use outside of California. Another innovative software solution we haave developed is called DisclosureDocs and eDisclosure, which automates the Filing of FPPC Form 700s. Since 2002, SouthTech has automated the management of these forms. In 2008 the State Legislation authorized a pilot to test the concept of Electronic Form 700 and out of 5 agencies participating, 4 were SouthTech Customers. Due to the success of 0 SouthTech Systems Page 3 DisclosureDocsTM/eDisclosureTM City of Cupertino Counties of Orange, Santa Clara, Ventura and City of Long Beach, the Governor signed a Bill to allow all agencies in California to utilize Electronic Form 700s. This year over 35,000 Government Employees have used our system to file their Forms. Our company's focus is to provide public agencies with cost-effective and scalable applications that utilize database, digitized documents, workflow and electronic document management technologies. Our system will automate manual processes; improve staff productivity and services to the public. As a premier software developer and EDMS systems integrator, we create, deploy, support, and maintain high-quality client-server and browser-based software solutions. Our company offers a unique blend of local governmental experience coupled with extensive technical expertise including specific knowledge in the imaging, document management, and workflow arenas. We pride ourselves on providing our customers with system implementation teams who offer prior working experience in the public sector. We believe this uniquely qualifies SouthTech Systems to meet the needs of the Customer and sets us apart from other vendors. SouthTech Systems, Inc. offers not only the necessary technical knowledge, but also the in-depth government operational experience to make this project a success. We do not use sub-contractors. We understand how your business works, and we can blend cost-effective new technology with day-to-day operations to make your jobs easier and to provide you with an efficient workflow. Company Information SouthTech Systems, Inc. 4181 Flat Rock Drive, Suite 300 Riverside, CA 92505 (www.southtech systems.com) Main Phone (951) 354-6104 Fax (951) 354-6107 Authorized Company Representatives: Jose Dominguez, President Grant Gyulnazaryan, Executive Vice President and CFO Corporation Taxpayer Identification No. 51-0564578 CA Small Business Certified No. 1018640 SouthTech Systems Page 4 DisclosureDocsTM/eDisclosureTM City of Cupertino Disclosure DocsTmIeDisclosure TM Software Suite Overview DisclosureDocs is an automated database that manages the business process associated with the FPPC mandated filing of Form 700, Statement of Economic Interest. The system creates an entity account for each individual. Each individual is assigned an account number and information is stored in tables regarding the organization, department, and position title and filing requirements. The system provides business process reports of v\fhat filings are due and tracks which individuals have filed disclosure documents as they are received. The forms are scanned into the system using scanners and bar code technology. This process automatically indexes and stores the images with data in the repository. The database is updated and reports are created to indicate compliance status. The system user can then select from the individuals who have not responded to send reminder letters. The system creates thE� mailing labels and using "mail merge" technology generates reminder letters. Various reports are created to track the entities' response and the action taken by the "Filing Officer". The system also includes a "Public Access" module. This allows staff and the public to search the database and retrieve electronic document images of the disclosure documents for viewing and printing. Secured web access is provided with eDisclosure. The software provides a user based login allowing for secure access to individual filer's profile and prior years filings. The filer is alerted as to which forms are due for filing. Form -completion is simplified by the ability to copy from prior year filings and making necessary adjustments. Automatic form validations reduce most common errors. Filers can easily save, preview and submit one set of forms for all positions,held. You can print, mail or submit electronically. Seamless Web publishing with a user based module for publishing redacted forms. DisclosureDOCSTM System Features: • A client server application to electronically store and retrieve documents utilizing database technology- to manage the business process of the Statement of economic Interest and provide public access. • System functions on one or multiple workstations. • Forms can be scanned and linked to filers using scanners and bar-code technology. • Produces Conflict of Interest Code and Instructions for filing officials. • Produces report of filer's compliance. • Produces multiple notification letters. • Produces mailing labels. • Forms can be batched and scanned at high speed using TWAIN compliant scanners. • Easy to use data entry. • Easy to use retrieval of filing history, images of forms, and all correspondence. SouthTech Systems Page 5 DisclosureDocsTM/eDisclosureTM City of Cupertino Indexing, searching, reporting can be done by multiple criteria such as: organization, department, job title and name. • Entity historical data can be obtained multiple ways, such as organization, department, job title and name. • The system will tracks letters sent. Creates annual full review of filers and findings. • Produces statistical data of filings. • Web Publisher for publishing and redacting sensitive information DisclosureDocsT"" Benefits • -Improves management of the Statement of Economic Interest business process. • Improves productivity of the designated department. • Improves management reports of the filing process. • Improves compliance of filers. • Improves organization of the filing process.- • Improves service to the public. • Reduces storage and copying costs. The FPPC regulation states that forms must be stored for seven years unless stored electronically, and then paper only needs to be stored for two years. • Reduces the stress of the filing process. This system will manage the business process utilizing fewer resources. eDisclosureTm Filer Benefits: • Allows filers to file and submit forms to the filing officer/official. • Secured for views only by individual filers and filing officers. • Easily amend prior forms. • Copy info from prior years' forms during the process. • Streamline the filing process, reducing mistakes. Expanded statement for management of multiple positions held. eDis.closureTm Filing Officer Benefits: • Empowers filing Officials to be more effective. • Instant access to information. • Reduction of errors in filings. • Proactive in dealing with late filers • Streamlines the process of Conflict of Interest Code Amendments • Complete integration with DisclosureDOCSTM SouthTech Systems Page 6 DisclosureDocsTM/eDisclosure TM City of Cupertino Technology Platform For,all of SouthTech Systems' applications. there is an administrative module which enables functional administrators to configure the system. Users' privileges by role or individual are also set up using the administrative module. All of the applications in this proposal are designed to operate in Windows Environment. The back end database uses Microsoft SQL. The applications operate as web based client/server configuration and utilize standard PC's with Windows 98/NT/2000/XPNista and Windows 7 operating systems. eDisclosure is a web-based application that allows filers to submit their forms using Internet Explorer. The SouthTech Systems team has implemented many of these systems in other California counties. We are knowledgeable, about your requirements and will bring you success, not just software. SouthTech Systems will provide support for implementation and ongoing software maintenance and technical support services in the future under our Software Support and Maintenance Agreement. Training SouthTech Systems has a standardized training methodology that emphasizes knowledge transfer. Whenever possible, we try to train trainers who can train others. The types of training for the recommended solutions include: • Technical administrator training Functional administrator training • User Training • Filing Officer Training • Filer Training Included in this proposal is remote Filing Officer training for DisclsoureDocsTM / eDisclosure TM. Additionally, we have included WebEx technical support to help complete final testing, installation, conversion and provide go live technical support Application Hosting SouthTech Systems can host the Disclosur lDocs / eDisclosure Applications for the duration of the contract. We guarantee 99% up-time. All maintenance will be performed at nights or weekends not to disturb the business continuity of the system. In case the system is not accessible for more than 1% of the time, we will give a prorated refund of the contract fee for the time that the system was down. SouthTech Systems Page 7 DisclosureDocs TM/eDisclosure TM City of Cupertino Maintenance and Support SouthTech Systems provides 30 day warranty for all software included in the Customer's proposal. In case of Software Purchase, a Technical Support and Software Maintenance Agreement are required 60 days after the system's installation. If Software Subscription is selected, the Technical Support and Software Maintenance are included in the agreement. SouthTech will provide direct phone support from 8:00 a.m. to 6:00 p.m. Monday through Friday except for holidays. SouthTech will provide the Customer with emergency telephone numbers for off- hours emergency support. The technical support agreement covers all routine maintenance, problem analysis and resolution, supplemental training, documentation updates using telephone technical support and WebEx sessions. If additional services are needed for enhancement, modifications and new development discounted labor rates will be used as provided on Exhibit E of this proposal and subject to COL adjustments in the future. The Software subscription fee entitles the Customer to updates to the software product to maintain compatibility with operating system, database software and provide enhanced functionality. Cost Exhibit C reflects the detailed annual fixed cost schedule for this project. The cost is made up of Software Subscription OR Software Licenses, Professional Services and Annual Software Technical Support and Software Maintenance. The software licenses and the annual maintenance can be subject to State sales tax rates in affect at the time of billing unless you will download the software via FTP. This agreement is renewable on an annual basis at rates not to exceed 5% annual increase per year above the first year cost basis. The DisclosureDocs / eDisclosure software license permits your organization to set up a fixed number of filers. If your organization requires that more filers be added to your DisclosureDocs / eDisclosure system, then you will need to contact SouthTech Systems to upgrade your license. The upgrade fee will be prorated based on how many filers you are adding. SouthTech Systems has the right to utilize an electronic monitoring tool to report the number of DisclosureDocs / eDisclosure filers in your organization's system at any given time. Payment.Schedule Exhibit D reflects the detailed project schedule. Each task group must be completed and accepted by the Customer prior to payment. SouthTech Systems will invoice the Customer upon completion of a task group. If any additional work is requested above SouthTech Systems Page 8 DisclosureDocsTM/eDisclosureTM City of Cupertino the scope of work, the services will be billled separately and in accordance to the procedures mutually agreed upon. Payments are due within 30 days of receipt of invoice. Software Subscription Option is also available. The Software Subscription is offered for a minimum commitment of 3 years. SouthTech Systems Page 9 DisclosureDocsTM/eDisclosureTM City of Cupertino Qualification and Experience SouthTech Systems has developed and implemented numerous e-government public record systems for local government, including: DisclosureDocs to manage FPPC Form 700, Electronic Recording for Recorders, e-Agenda, AgendaWorks, and CampaignDocs for Election officials. The following list of eGovernment products illustrates the SouthTech Systems' staff expertise STS e-Government Solutions Customers CampaignDocs — Automated City of Carson solution for candidates, office City of Long Beach holders, and committees to register Contra Costa County and file campaign disclosure forms Fresno County with the Registrar of Voters Merced County Department. Image-enabled Placer County system to store documents and Santa Barbara County provide historical document San Diego County retrieval, producing notices and Shasta County management reports to monitor. Solano County -filing requirements. Sonoma Count ClerkDocs — Clerks Automated Fresno County Document Management Systems Imperial County with modules for Marriage Lake County Licensing, Fictitious Business Marin County Name filings, Notary Registration, Mariposa County Fish & Game filings, and Power of Mendocino County Attorney filings and other Merced County miscellaneous filing. Online Orange County applications available for marriage Riverside County Licenses, FBN Registrations and Sacramento County Notary Public Registrations. San Mateo County Solano County Sonoma County e-Agenda/AgendaWorks — City of Inglewood Automated agenda management Orange County Clerk of the Board solution utilizing a collaborative approach to preparing agenda reports, producing public agendas, importing/scanning related documents, publishing hyper-linked agendas and exhibits on CD and Web site, producing minutes, and providing a search engine for historical document retrieval. SouthTech Systems Page 10 DisclosureDocs TM/eDisclosureTM City of Cupertino LandDocs — A comprehensive land ImpWial County records recording solution for Orange County imaging, indexing, and public San Mateo County access of recorded official records.. Optional , integration with Cashiering/Fee Accounting and 20- Day Notice systems. DisclosureDocsTM/eDisclosureTM CaIMHSA — Automated solution to manage CalPERS the filing and storage of employee CERTNA and elected officials FPPC City of Beverly Hills mandated Form 700 conflict of City of Carson interest statements. Image enabled City of Glendale system to store documents and City of Long Beach provide historical document City of Los Angeles retrieval, producing notices and City of Riverside management reports to monitor City of Santa Clarita filing requirements. City of Soledad City of Thousand Oaks City of Walnut Creek Colusa County Contra Costa County CSAi- Excess Insurance Authority Employment Development Department Inyo County Lake County Los Angeles Community College District , Nevada County Orange County PlacE�r County San Benito County San Diego County San Joaquin County Santa Barbara County Santa Clara County Solaro County State Compensation Fund Ventura County Yolo Count SouthTech Systems Page 11 DisclosureDocsTM/eDisclosureTM City of Cupertino e-filing and Workflow Manager — Los Angeles County Electronic document imaging and Orange County document examination system Riverside County using Internet data transmission for Sacramento County title and mortgage company San Diego County documents electronically recorded San Mateo County by County Recorders. Includes interface with existing Cashiering and Grantor/Grantee Systems. VitalDocs TM — A comprehensive Imperial County system for recording birth, death, Merced County and marriage certificates. System Orange County includes public access module. Sacramento County San Mateo Count Cornerstone - A point-of-sale Fresno County Clerk cashiering and accounting system Imperial County to handle payments and fee Merced County distribution. System is flexible to Orange County handle any government cashier/fee Sacramento County accounting requirements. San Mateo Count SouthTech Systems Page 12 DisclosureDocsTM/eDisclosureTM City of Cupertino References Susan Novak Heather Holt County of Orange City/ of Los Angeles Ethics Commission Clerk of the Board Executive Director 10 Civic Center Plaza 200 N. Spring St. P. O. Box 687 Lo1c;Angeles, CA 90012 Santa Ana, CA 92702 (213) 978-1960 (714) 834-2206 . Brian Palmer Larry Herrera County of Ventura City of Long Beach Clerk of the Board City Clerk Department 800 So. Victoria Ave. #1920 313 W. Ocean Boulevard, Lobby Level Ventura, CA 93009 Long Beach, CA 90802 (805) 654-3398 (562) 570-6101 Lynn Regadanz Jim McCauley County of Santa Clara Placer County Clerk of the Board of Supervisors County Clerk - Recorder- Registrar of Voters 70 West Hedding Street 2954 Richardson Drive San Jose, CA. 95110-1770 Auburn, CA 95603 (408) 299-5001 (530) 886-5610 SouthTech Systems Page 13 DisclosureDocsTM/eDisclosure TM City of Cupertino Exhibit A Scope of Work The Customer wishes to implement the following applications of SouthTech Systems' DisclosureDocsTM/eDisclosureTM Software Suite specifically designed for the Customer. The applications that are included in this proposal are: rlVlod'ule Sy=stern�Modules �o Needed _> DisclosureDocs Management Suite for Filing Officer(Filer Manager,Agency Management, 1 Configuration Module, Emails, Reports, Letters, Etc) DisclosureDocs- Full Review Module 1 eDisclosure- Filer Module 1 eDisclosure-Contact Person Module 0 Conflict of Interest Code Module 0 Public Kiosk Module 0 Web Redaction/Web Publishing Module 0 SouthTech Systems Page 14 DisclosureDocsTM/eDisclosureTM City of Cupertino Exhibit B Project Implementation Plan .. r 1w ar Taseli�erable - Daot e1 Asst nment leiwl�j�_r:. Task#1: Planning, Data Gathering. Grant Gyulnazaryan Update project plan and help gather First week Alex Franco requirements for system configuration. Customer Task#2: Hardware readiness review. Assist in determining server, workstation, First week Alex Franco scanner and network installation is ready for software installation. Task#3: Installation of software in test Alex Franco environment, configuration and user First week SouthTech Staff training. Customer Task#4: Customer completes the review and allows the end users to get comfortable with the system. Customer Second week Customer has reviewed all templates and modified them to meet their needs. Task#5: Installation of software in Alex Franco production environment, user review, Third week configuration.of letters. Customer Task#6 Customer completes configuration of the system for filers, Third.week Customer form and letters. Grant Gyulnazaryan Task#7: Final acceptance review Fourth Week Alex Franco Customer Customer Task#8: Go Live Fourth Week Technical Support from Alex Franco and SouthTech Staff Task#9: Go live technical support Forth Week Alex-Franco Post Alex Franco Task#10: Implementation support implementation support for 30 SouthTech Customer days Service SouthTech Systems Page 15 DisclosureDocs TM/eDisclosure TM City of Cupertino Exhibit C DisclosureDocsTmIeDisclosureTM - Software Subscription Monthly Software Subscription Based on 133 Filers M, ModuleA rS stemModules� T Y otal Price . Needed p .;? P2., DisclosureDocs Management Suite for Filing Officer(Filer Manager,Agency Management, 1 $105.63 $105.63 Configuration Module, Emails, Reports, Letters, Etc) DisclosureDocs-Full Review Module 1 $36.22 $36.22 eDisclosure- Filer Module 1 $105.63 $105.63 eDisclosure-Contact Person Module 0 $51.31 $0.00 Conflict of Interest Code Module 0 $36.22 $0.00 Public Kiosk Module 0 .$21.13 $0.00 Web Redaction/Web Publishing Module 0 $36.22 $0.00 Subscription Fee $247.47 Subtotal Subscription Fee 3 $247.47 No Tax- FTP Download $0.00 Hosting Fee (If Hosted by SouthTech) 1 $0.00 $0.00 Monthly Grand Total $247.47 Note: Pursuant to Assembly Bill FAB 2062, an agency requesting approval for Electronic Submission is required to submit an application to the FPPC and include a certification fee of$1,000 payable to the State of California. SouthTech Systems Page 16 DisclosureDocsTM/eDisclosureTM City of Cupertino Exhibit D Payment Schedule - Software Subscription Annual Billing Based on 133 Filers Ls ut a�w�' Cd Desd 0-fio Annual Invoice Starting Software Subscription $2,969.64 for Software- Annual Software Subscription No Tax-FTP Download $0.00 Subscription with p Week 1 and Hosting Fee Hosting Fee $0.00 and Hosting Fee Invoice Total $2,969.64 *Software Subscription is offered at minimum commitment of 3 years SouthTech Systems Page 17 DisclosureDocsTM/eDisclosure TM City of Cupertino DisclosureDocsTmleDisclosureT'" Savings Savings are Based on 133 Filers (if all modules are used) 5Ho`ursd^a �i s `'Sjaued . v. .r"ki"-%�q;: ,9 ' ..,� `�✓:; N A � �,s: Costper SYearxSauing . �,W.,l.,�,rv7"'v" �tVt� r�Ii "k 0 a•_q's� q; A S stem;Module r� ;r �: Descr�ptionofBenefits�� (Per , .:,: y ;° �i. b`enefit �. Zr = Hour Estima , i�R2- ix' •-.r:r ''.`" „r„S: .d. k�:: �^ri u v. ro ,: ay '�°2 �L,r , � # a^% '`�'"n"9'x`°g�t,^”.��"' .�''0- � �.�Ie Management Suite Filing Officer Ability to manage the entire process 1 $35.00 $23,275.00 for Filing Officer(Filer of filing, letters,notifications Ability to process the Annual Full DisclosureDocs-Full Filing Officer Review,create Amendment 0.25 $35.00 $5,818.75 . Review Module Requests and track Amendments Filed eDisclosure-Filer Filer Filing the Form, Reducing 1 $50.00 $33,250.00 Module Amendments eDisclosure-Filer Filing Officer Receiving Correct Forms, Reduced 0.25 $35.00 $5,818:75 Module Amendments Being Able to Manage Departments, eDisclosure-Contact Filing Officials Assume and Leave Filers, Run 0.5 $35.00 $11,637.50 Person Module Reports eDisclosure-Contact, Filing Officer Ability to have clean data. Assuming 0.25 $35.00 $5,818.75 Person Module /Leaving Conflict of Interest Filing Automate the Biannial Review and 0.5 $50.00 $16,625.00 Code Module Code Amendments No need to provide Press with paper Public Kiosk Module Filing Officer forms and spend time with Public .0.25 $35.00 $5,818.75 Requests Web Redaction/ Numerous benefits to streamline 0.75 $40.00 $19,950.00 Filing Officer, Web Publishing IT redaction and publishing to the Web Module Total Savings 5 Years $128,012.50 SouthTech Systems Page 18 DisclosureDocsTM/eDisclosureTM City of Cupertino Exhibit E Professional Service Rates Professional Service Rates SouthTech Systems, Inc. Hourly Rates as of January 1, 2014 Position Title Standard Discounted Senior Developer Design $225.00 $202.50 Project Manager $200.00 $180.00 Senior Program rn er/Anal st $175.00 $157.50 -Program m er/Anal st $150.00 $135.00 Trainer/Technical Support $125.00 $112.50 * Customers with a SouthTech Systems software maintenance agreement qualify for a 10% discounted labor rates when purchasing additional Professional Services for design, programming and implementation of new features and added functionality. SouthTech Systems Page 19 DisclosureDocs TM/eDisclosure TM City of Cupertino Exhibit F System Hardware and Software Requirements DisclosureDocs.NET System Architecture 8 o8 Administrator I COB Clerks DisclosureDocs Applic tion Filing data encrypted before storing County WAN Data 8 Store DMZ Filers DDo Router 01 Filing Images The Internet encrypted before — storing 8 Firewall 1 eDisclosure Fire all 2 DDocs Server Contact Persons Image Repository Option 1: DisclosureDocs System Conceptual Diagram with a DisclosureDocs Router DDocs Server (WCF Web Service hosted on LIS) - provides the system common functionality. • Users Authentication • Call Authorization • Transaction support • Exception Handling and Logging • Business Logic Layer • Data Access Layer eDisclosure (ASP.NET Web application hosted on IIS) - provides Web interface to perform eDisclosure functionality. DisclosureDocs (Desktop Application) - provides user . interface to perform DisclosureDocs functionality. It supports ClickOnce deployment (Automatic Update Download). DDocs Router (WCF Web Service hosted on IIS) - intermediate router (proxy) between DisclosureDocs Application and DDocsServer. This.component is optional. It might be needed if there is no direct access from DisclosureDocs client(s) to Application Server (DDocs Server). This can be if South Tech Systems Page 20 DlsclosureDoCSTM/eDlsclosureTM City of Cupertino Application Server is installed in an external network (i.e. a Data Center outside of your organization). Another situation that it can be useful is when you need to connect to the application server from thE� outside through the Internet (i.e. when DisclosureDocs is installed on a remote computer at home or in a different location). w Administrator 9 COB Clerks DisclosureDocs Applic tion County WAN Data 8 . Store Filers DMZ The Internet � ` 8 Firewall1 taDisclosure Firewall2 DDocslServer Contact Persons Image Repository Option 2: DisclosureDocs System without a DisclosureDocs Router Communication protocols aim /R HTTP(S) �/- HTTP(S) eDisclosure Web E!rver DDocs clients Clients HTTP(S) ice! HTTP S . . ...................._------------------- -.-.-. ( ) Application Server SouthTech Systems Page 21 DisclosureDocsTM/eDisclosureTM City of Cupertino System Requirements DisclosureDocs Database: The system is using Microsoft SQL Server 2000 or later as the database for storage of data. DisclosureDocs Server: • Operating system: Windows Server, 2003 Service Pack 1 , Windows Server 2008, Windows 7, Windows Vista, Windows XP Service Pack 2 • Microsoft .NET Framework 3.0 Redistributable Package • Web Server: Internet Information Services (IIS) 5.1 or later • Storage:. 300 MB - 1 GB available hard disk space per year of use. eDisclosure Web application Machine: • Operating system: Windows Server 2003 Service Pack 1, Windows Server 2008, Windows 7, Windows Vista, Windows XP Service Pack 2 • Microsoft .NET Framework 3.0 Redistributable Package • Web Server: Internet Information Services (IIS) 5.1 or later eDisclosure Web Client Machine: • Operating system: Windows 7, Windows 2000, Windows XP, Windows Vista, MAC OS • Web browser: Microsoft Internet Explorer 6.0 or later, Mozilla Firefox (tested on 3.6), Google Chrome (tested on 9.0) • Adobe Acrobat Reader 7.0.1 or later DisclosureDocs Workstations: • Operating system: Windows 7, Windows Vista, Windows XP Service Pack 2 • Microsoft .NET Framework 3.0 Redistributable Package Scanner: Twain compliant scanner with Automatic Document Feed (ADF). Printers: Windows compatible. Individual or network printers are functional. Bar-coding: Bar-coding technology is utilized in the system to tag scanned documents to existing entity data in the system.- There is no additional equipment or software needed to functionalize the process. SouthTech Systems Page 22 DisclosureDocs TM/eDisclosureTM City of Cupertino DisclosureDocs ClickOnce Requirements (Automatic Update Download) DisclosureDocs desktop application is installed using Microsoft Net Framework ClickOnce technology. ClickOnce deployment allows you to publish Windows-based applications to a Web server or network file share for simplified installation. If you decide to also have a QA environment you would need to have separate ClickOnce packages for each environment created (Production and QA). SouthTech System need this information from customer to prepare these packages. 1. DDocsServer address (for each environment). i.e. http(s)://Yourpomain/DDocsServ(:Ir 2. ClickOnce location.(for each environment). ClickOnce application can be deployf;d to the Web or a Network Share. OPTION 1: Network Location The location needs to be in an UNC Format: \\ComputerName\ShareName\Path\DicsclosureDocs\Test \\ComputerName\ShareName��Path\DicsclosureDocs\Production Users who will be using DisclosureDocs should have access to this location from their computer with their credentials. When the end user installs the! application for the first time, he/she would double-click our setup.exe that is located on the Network Location. After that., every time the system is launched — it will check for an update in the Network Location. OPTION 2: Web Location The location needs to be in an URL Format: http(s)://Yourpomain/DisclosuireDocsinstall/Production/ http(s)://Yourpomain/DisclosuireDocslnstall/QA/ In this case customer will need to create a virtual directory on your Web Server and store the content of the package provided by Southtech. When the end user installs the application for the first time, he/she would type the path in the browser http(s)://Yourpomain/DisclosurreDocs/QA/DDocs.Application After that, every. time the system is launched — it will check for an update in the Web Location. The consecutive updates will be provided by SouthTech Systems. Your staff would need to copy new packages to the corresponding location and the updates will be downloaded and installed automatically any time the user instantiates DisclosureDocs on their workstation. SouthTech Systems Page 23