CORPORATE

OVERVIEW

RESPONSE TO:

RFP 120277 O3

REBID

DUE DATE:

December 5, 2025

Time:

2:00 PM CST

Genesis Systems, Inc.—Corporate Overview Response Nebraska Department of Health and Human Services Solicitation 120277 O3 REBID

CORPORATE OVERVIEW _____________________________________________________________________________ 2

BIDDER IDENTIFICATION AND INFORMATION ________________________________________________________ 2 FINANCIAL STATEMENTS ___________________________________________________________________________ 2 CHANGE OF OWNERSHIP __________________________________________________________________________ 3 OFFICE LOCATION_________________________________________________________________________________ 4 RELATIONSHIPS WITH THE STATE ___________________________________________________________________ 4 BIDDER’S EMPLOYEE RELATIONS TO STATE __________________________________________________________ 4 CONTRACT PERFORMANCE ________________________________________________________________________ 4 SUMMARY OF BIDDER’S CORPORATE EXPERIENCE ___________________________________________________ 5 SUMMARY OF BIDDER’S PROPOSED PERSONNEL/MANAGEMENT APPROACH __________________________ 8 SUBCONTRACTORS _____________________________________________________________________________ 22

CORPORATE OVERVIEW

BIDDER IDENTIFICATION AND INFORMATION

The bidder should provide the full company or corporate name, address of the company's headquarters, entity organization (corporation, partnership, proprietorship), state in which the bidder is incorporated or otherwise organized to do business, year in which the bidder first organized to do business and whether the name and form of organization has changed since first organized.

Response:

Genesis Systems, Inc. confirms that it has read, understands, and meets the minimum essential qualifications, experience, and/or capabilities.

Full Company/Corporate Name Genesis Systems, Inc.

Address of the Company Headquarters 2400 Park Drive Suite 102 Harrisburg, PA 17110

Entity Organization (corporation, partnership, proprietorship)

Corporation

State Bidder is Incorporated Pennsylvania Year bidder first organized to do business 1987 Has the name and form of organization changed since first organized?

No

FINANCIAL STATEMENTS

The bidder should provide financial statements applicable to the firm. If publicly held, the bidder should provide a copy of the corporation's most recent audited financial reports and statements, and the name, address, and telephone number of the fiscally responsible representative of the bidder’s financial or banking organization.

If the bidder is not a publicly held corporation, either the reports and statements required of a publicly held corporation, or a description of the organization, including size, longevity, client base, areas of specialization and expertise, and any other pertinent information, should be submitted in such a manner that solicitation evaluators may reasonably formulate a determination about the stability and financial strength of the organization. Additionally, a non-publicly held firm should provide a banking reference.

The bidder must disclose any and all judgments, pending or expected litigation, or other real or potential financial reversals, which might materially affect the viability or stability of the organization, or state that no such condition is known to exist.

The State may elect to use a third party to conduct credit checks as part of the corporate overview evaluation.

Response:

Genesis is a privately held corporation which is not required to have audited financial statements.

Genesis was founded in Lewistown, PA in 1987 and has 3 office locations (2 in PA and 1 in TX).

Genesis has a long and deep history of designing, developing, and implementing vital record systems throughout the nation. We take pride in supplying approximately 33% of the birth and 25% of the death data to the National Center for Health Statistics. Genesis has systems operating in:

• Colorado • Texas • Local jurisdictions in DE and TX

• Rhode Island • Delaware

• Georgia • South Carolina

Three of these states utilize Genesis for hosting. Accordingly, Genesis takes its responsibility very seriously as it is aware of the decisions made, and the resulting public, personal and financial impact it has from the data collected through its systems. In its 38-year history, Genesis has developed vital records expertise and is constantly adapting its systems to changing partner needs and technology changes.

Genesis strives to provide the best value to its partners and as well as exceptional customer service. Genesis operates on three basic principles: being “Fair” externally to its partners and internally to its team members; the “Golden Rule”—basically treat others as you like to be treated;

and “KISS” keep it short and simple. These are the principles that drive our operations and interactions. We strive to embody these principles in all of our activities.

Please refer to Appendix A for the banking reference letter.

There is no such condition known to exist which might materially affect the viability or stability of the organization.

PLEASE NOTE:

In order to support Vital Record operations Genesis’s sister company, GoCertificates.com, Inc.

has a long history of income participation with its partners by returning a portion of the revenue received. For example, for every name change kit sold, GoCerts returns $5.00 to the participating Vital Records partner. There is no cost to the implementing partner. In addition, Genesis is implementing a revenue sharing process with its Passkey functionality.

As it says above, Genesis believes in the FAIR principle.

CHANGE OF OWNERSHIP

If any change in ownership or control of the company is anticipated during the twelve (12) months following the solicitation response due date, the bidder should describe the circumstances of such change and indicate when the change will likely occur. Any change of ownership to an awarded bidder(s) will require notification to the State.

Genesis Systems, Inc., does not anticipate any change in ownership or control of the company during the twelve (12) months following the solicitation response due date.

OFFICE LOCATION

The bidder’s office location responsible for performance pursuant to an award of a contract with the State of Nebraska should be identified.

Response:

Genesis’ headquarters is located in Harrisburg, PA, but also has offices in Lewistown, PA and Cedar Park, TX.

RELATIONSHIPS WITH THE STATE

The bidder should describe any dealings with the State over the previous five (5) years. If the organization, its predecessor, or any Party named in the bidder’s solicitation response has contracted with the State, the bidder should identify the contract number(s) and/or any other information available to identify such contract(s). If no such contracts exist, so declare.

Genesis has not had any contracts with the State of Nebraska over the previous five (5) years.

BIDDER’S EMPLOYEE RELATIONS TO STATE

If any Party named in the bidder’s solicitation response is or was an employee of the State within the past twenty-four (24) months, identify the individual(s) by name, State agency with whom employed, job title or position held with the State, and separation date. If no such relationship exists or has existed, so declare.

If any employee of any agency of the State of Nebraska is employed by the bidder or is a subcontractor to the bidder, as of the due date for solicitation response submission, identify all such persons by name, position held with the bidder, and position held with the State (including job title and agency). Describe the responsibilities of such persons within the proposing organization. If, after review of this information by the State, it is determined that a conflict of interest exists or may exist, the bidder may be disqualified from further consideration in this solicitation. If no such relationship exists, so declare.

Response:

Genesis does not have any staff who were employed by the State of Nebraska within the past twenty-four (24) months, nor are there any Genesis employees who are also employed by the State of Nebraska.

CONTRACT PERFORMANCE

If the bidder or any proposed subcontractor has had a contract terminated for default during the past five (5) years, all such instances must be described as required below. Termination for default is defined as a notice to stop performance delivery due to the bidder’s non-performance or poor performance, and the issue was either not litigated due to inaction on the part of the bidder or litigated and such litigation determined the bidder to be in default.

It is mandatory that the bidder submit full details of all termination for default experienced during the past five (5) years, including the other Party's name, address, and telephone number. The response to this section must present the bidder’s position on the matter. The State will evaluate the facts and will score the bidder’s solicitation response accordingly. If no such termination for default has been experienced by the bidder in the past five (5) years, so declare.

If at any time during the past five (5) years, the bidder has had a contract terminated for convenience, non-performance, non-allocation of funds, or any other reason, describe fully all circumstances surrounding such termination, including the name and address of the other contracting Party.

Response:

Genesis has not had any contract terminated during the past five (5) years.

SUMMARY OF BIDDER’S CORPORATE EXPERIENCE

The bidder shall provide a summary matrix listing three (3) previously implemented Vital Record Management System projects which are similar to this Solicitation in size, scope, and complexity. Additional projects will not be reviewed or scored.

In the matrix the bidder should address the following:

i. Provide narrative descriptions to highlight the similarities between the bidder’s experience and this Solicitation. These descriptions should include:

a) The time period of the project,

b) The scheduled and actual completion dates,

c) The bidder’s responsibilities,

d) For reference purposes, a customer name (including the name of a contact person, a current telephone number, a facsimile number, and e-mail address);

and

e) Each project description should identify whether the work was performed as the prime Vendor or as a subcontractor. If a bidder performed as the prime Vendor, the description should provide the originally scheduled completion date and budget, as well as the actual (or currently planned) completion date and actual (or currently planned) budget.

f) Whether the system is vendor hosted or web-based.

Response:

Please see the chart below showing the 3 most relevant vital records projects that Genesis has provided.

Project #1 Client/Company Name Rhode Island Department of Health Client/Company Contact(s) Name Title Phone Fax Email

Zuheil Amorese State Registrar 401-222-4717 401-222-6548 Zuheil.amorese@health.ri.gov

Prime vendor or subcontractor Prime vendor Projected Completion Date January 1, 2022

Actual Completion Date January 1, 2022.

Bidder Responsibilities Genesis provides a vital records system which included the following modules: Birth, Death, Fetal Death, Marriage, ITOPS, Fee & Issuance, Genesis Interoperability Module (GIM), Hosting, and Support & Maintenance.

Vendor hosted or web-based Vendor hosted

Project #2 Client/Company Name South Carolina Department of Public Health Client/Company Contact(s) Name Title Phone Fax Email

Caleb Cox Bureau Director & Assistant State Registrar 803-898-1808 888-820-1204 coxcn@dph.sc.gov

Prime vendor or subcontractor Prime vendor Projected Completion Date November 7, 2021 Actual Completion Date April 1, 2021 Bidder Responsibilities Genesis provides an upgrade to the vital records system which included the following modules: Birth, Death, Fetal Death, Fee & Issuance, and Support & Maintenance.

Vendor hosted or web-based Hosted in-house

Project #3 Client/Company Name Texas Department of State Health Services Client/Company Contact(s) Name Title Phone Fax Email

Dr. Tara Das State Registrar and Director Vital Statistics 512-776-7646 512-776-7538 Tara.das@dshs.texas.gov

Prime vendor or subcontractor Prime vendor Projected Completion Date January 1, 2019 Actual Completion Date January 2019 Bidder Responsibilities Genesis provides a vital records system which included the following modules: Birth, Death, Fee & Issuance, Fetal Death, ITOPS, Marriage, Divorce, Imaging, and Support & Maintenance.

Vendor hosted or web-based Hosted in-house

ii. Bidder and Subcontractor(s) experience should be listed separately. Narrative descriptions submitted for Subcontractors should be specifically identified as subcontractor projects.

Genesis has not been a subcontractor for a vital records system.

iii. If the work was performed as a subcontractor, the narrative description should identify the same information as requested for the bidders above. In addition, subcontractors should identify what share of contract costs, project responsibilities, and time period were performed as a subcontractor.

Genesis has not been a subcontractor for a vital records system.

SUMMARY OF BIDDER’S PROPOSED PERSONNEL/MANAGEMENT

APPROACH

The bidder shall present a detailed description of its proposed approach to the management of the project.

The bidder should identify the specific professionals who will work on the State’s project if their company is awarded the contract resulting from this Solicitation. The names and titles of the team proposed for assignment to the State project should be identified in full, with a description of the team leadership, interface, and support functions, and reporting relationships. The primary work assigned to each person should also be identified.

The bidder should provide resumes for all personnel proposed by the bidder to work on the project.

The State will consider the resumes as a key indicator of the bidder’s understanding of the skill mixes required to carry out the requirements of the Solicitation in addition to assessing the experience of specific individuals.

Resumes should not be longer than three (3) pages. Resumes should include, at a minimum, academic background and degrees, professional certifications, understanding of the process, and at least three (3) references (name, address, and telephone number) who can attest to the competence and skill level of the individual. Any changes in proposed personnel shall only be implemented after written approval from the State.

Response:

Detailed description of its proposed approach to the management of the project.

The project management approach that Genesis will take to this project is to follow the agile methodology. The Genesis Project Manager will work closely with the state to create specification documents that will outline the vital record application. The process starts with the design phase.

The design phase is integral to a successful project. Without proper, and thorough, design, a project can be seriously inhibited and undermined. To start the design phase, Genesis will work through the specifications provided through the RFP and contracting process. Genesis will then present the State with a list of requests for the proposed application. This list will include reports that are needed, workflows of current processes, certificate formats, and any other documentation necessary.

Genesis will take the documentation provided as part of this request, combined with the requirements from this RFP, and prepare for the design sessions. Genesis will create a gap analysis document between the functionality as it exists and the final requirements that will be in the new system. With the initial analysis complete, Genesis will schedule the Joint Application Design (JAD) sessions with the State.

JAD sessions will be conducted between Genesis and state personnel. The JADs will require attendance from subject matter experts to supplement the decision-makers for the State. The JAD sessions will walk through the processes available in the base application to identify where the processes of the State deviate and determine the best method for capturing the State’s needs. Another factor of JAD sessions is to evaluate the Data Dictionary to ensure database rules are accurate for the State.

After the conclusion of JAD sessions, Genesis will provide notes to the State as to discussions that were had and decisions made. With sign-off from the State on the notes, Genesis will compile all of the information that has been received into Functional Design and Functional Specification documents. These documents will act as the official design of the application and will be presented to the State for review and sign-off.

Once these documents are agreed to and signed-off on, Genesis will start the configuration of the application to the specifications. The Genesis development team works at the direction of the Technical Lead and Software Development Manager to configure the application to the specifications in sprints of about two weeks at a time. At the end of each sprint, the newly configured processes are presented to the Genesis Project Manager to ensure that it matches the intentions of the State.

Approximately two thirds of the way through development, Genesis will meet with the State to begin demonstrating configured processes and get initial feedback. This feedback will be documented in the Genesis ticketing system and presented to the developers.

Proposed Genesis Team:

Name: Crystal Chen, CPA, MBA Title: Special Assistant to the CEO

Team Leadership/Interface/Support functions/Reporting relationships:

The proposed Genesis team is led by the Project Manager who has scheduled check-in meetings with the team to see how the project is progressing and to see if any assistance is needed. Additional details are mentioned in the previous section above in the management approach to the project.

Primary Work Assigned:

Serve as the point of escalation for the project Meet with the Genesis Project Manager to get project status Work with NE DOH staff to resolve project issues beyond the scope of project managers

Name: Chad Denlinger, Esq.

Title: Project Manager/Attorney

Team Leadership/Interface/Support functions/Reporting relationships:

The proposed Genesis team is led by the Project Manager who has scheduled check-in meetings with the team to see how the project is progressing and to see if any assistance is needed. Additional details are mentioned in the previous section above in the management approach to the project.

Primary Work Assigned:

Project Plan and Schedule Conduct GAP analysis

Facilitate onsite GAP analysis

Providing Technical Assistance to the jurisdiction including Technical Specifications and Order Spreadsheet, Recommendations for Technical Training and Assistance with the State Security Document

Assistance with User Acceptance Testing

Assistance with Pilot

Assistance for Go Live Project Management Activities

Joint oversight of technical defects and updates

Name: David Maxwell Title: Database Administrator

Team Leadership/Interface/Support functions/Reporting relationships:

The proposed Genesis team is led by the Project Manager who has scheduled check-in meetings with the team to see how the project is progressing and to see if any assistance is needed. Additional details are mentioned in the previous section above in the management approach to the project.

Work tasks:

Managing and maintaining vital records data.

Validate legacy data sets as well as participate in mapping/testing of migrated records

Configuration of the modules Configuration of reports and extracts

Configuration of interfaces

Data Conversion Migration of Images

Assistance for Go Live

Name: Yathu Suthakaran Title: Software Development Manager

Team Leadership/Interface/Support functions/Reporting relationships:

The proposed Genesis team is led by the Project Manager who has scheduled check-in meetings with the team to see how the project is progressing and to see if any assistance is needed. Additional details are mentioned in the previous section above in the management approach to the project.

Work tasks:

Defining and managing technical requirements Understand and validate interface

Configuration of the modules

Configuration of reports and extracts Configuration of interfaces

Data Conversion

Migration of Images Assistance for Go Live

Please see the following resumes for our key staff being proposed for this contract.

Crystal Chen, CPA, MBA

REFERENCE:

Client & Project: City of San Antonio--Vital Records Management System Position: Accounting Consultant Duration: May 2024-2025 Details:

Attended meetings with the client Understand the client’s accounting needs Developed and refined templates, process documentation, and requirement summaries Worked with the Project Manager and Technical Lead to ensure the client’s needs are clearly communicated and properly addressed

Employer: Genesis Systems, Inc.

Position: Special Assistant to the CEO Duration: 2024 to Present Details:

Provide executive-level support on decision-making, organizational priorities, and business operations

Manage and track high-priority initiatives, ensuring deadlines and deliverables were met across multiple departments

Participate in the RFP process o Reviews the standard contract provided by the client o Prepare Cost Sheets in the response o Assists in final assembly of response for submission

Assists with resume review and job interviews

Employer: Huber & Associates (Sister company to Genesis) Position: Accounting Manager (Promoted) Duration: 2018 to 2024 Details:

Oversaw the full scope of accounting functions Supervised and mentored Staff Accountants Managed client relationships Represented the firm at networking and business development events Assisted with resume review and job interviews Prepared and filed individual and business tax returns Conducted audits, compliance reviews, compilations, and financial statement preparation

EDUCATION:

Institution: Goldey-Beacom College City/State: Wilmington, Delaware Degree/Achievement: MBA

Institution: University of Delaware City/State: Newark, Delaware Degree/Achievement: MS in Accounting

Institution: University of Delaware City/State: Newark, Delaware Degree/Achievement: BS in Accounting

PROFESSIONAL LICENSE:

Pennsylvania Licensed Certified Public Accountant since April 24, 2019

REFERENCES:

Name: Terri Hernandez-Chapa Address: 719 S. Santa Rosa, San Antonio, TX 78204 Telephone Number: 210-207-6993

Name: Donna Ellis, CPA Address: 1120 Cottonwood Creek Trail, Building B-Suite, Cedar Park, TX 78613 Telephone Number: 717-909-8558

Name: Veronica Welker Address: 212 Quarry Rd, Selingrove. PA 17870 Telephone Number: 267-303-7610

Chad Denlinger, Esq.

EXPERIENCE:

Client & Project: City of San Antonio--Vital Records Management System Position: Project Manager Duration: May 16, 2024-Present Details:

Attends meetings with client Oversees the day to day of the project Facilitates change order process o Interprets requirements for functionality changes desired by client o Works with Technical Lead to determine level of effort for required changes o Documents the requirements into standard estimate/change order format

Client & Project: Rhode Island Department of Health--Rhode Island Vital Events Registration System (RIVERS) Position: Project Manager Duration: March 2021-Present Details:

Attends meetings with client Oversees the day to day of the project Facilitates change order process o Interprets requirements for functionality changes desired by client

Client & Project: Georgia Department of Public Health--GA Vital Events Registration System

(GAVERS)

Position: Project Manager Duration: May 2021-Present Details:

Attends meetings with client Oversees the day to day of the project Facilitates change order process o Interprets requirements for functionality changes desired by client

Client & Project: New Jersey Department of Health and Senior Services New Jersey Vital Information Platform (NJVIP) Position: Project Manager Duration: June 2019-May 2021 Details:

Attends meetings with client Oversees the day to day of the project Facilitates change order process o Interprets requirements for functionality changes desired by client

Client & Project: Delaware Department of Health and Human Services-- Del Vital Event Registration System (DelVRS) Position: Project Manager Duration: February 2020-Present Details:

Attends meetings with client Oversees the day to day of the project Facilitates change order process o Interprets requirements for functionality changes desired by client

Client & Project: Colorado Department of Public Health and Environment--CO Electronic Death Registration System (EDRS) Position: Project Manager Duration: February 2020-May 2022 Details:

Attends meetings with client Oversees the day to day of the project Facilitates change order process o Interprets requirements for functionality changes desired by client

Employer: Genesis Systems, Inc.

Position: Special Assistant to the CEO Duration: 2014 to Present Details:

Reviews contracts & provides contract language Participates in legal research Participates in RFP process o Reviews standard contract provided by client o Identifies any conflicts of interest, confidential information, and assumptions o Provides language to response sections o Reviews/provides feedback on response sections written by others o Assists in final assembly of response for submission

Assists with resume review and job interviews

EDUCATION:

Institution: Widener University School of Law City/State: Harrisburg, Pennsylvania Degree/Achievement: Juris Doctor

Institution: Susquehanna University City/State: Selinsgrove, Pennsylvania Degree/Achievement: BA in Public Relations

REFERENCES:

Name: Zuheil Amorese Address: 6 Harrington Rd, Cranston, RI 02920 Telephone Number: 401-222-4717

Name: Caleb Cox Address: 400 Otarre Parkway, Cayce, SC 29033 Telephone Number: 803-898-1808

Name: Cynthia Buskey Address: 1680 Phoenix Blvd, Suite 100, Atlanta, GA 30349 Telephone Number: 404-630-5577

David Maxwell

Client: Colorado Department of Health and Environment Position: Technical Lead/System Engineer Duration: June 2023-Present Details:

Develop, test and implement system features.

Working with customers on technical issues including software system design and maintenance Modify the system to fix errors, improve its performance and upgrade interfaces.

Troubleshooting, debugging and maintaining the system.

Deploying system updates.

Client: Rhode Island Department of Health Position: Technical Lead/System Engineer Duration: November 2021-Present Details:

Develop, test and implement system features.

Working with customers on technical issues including software system design and maintenance Modify the system to fix errors, improve performance, and upgrade interfaces.

Troubleshooting, debugging and maintaining the system.

Deploying system updates

Client & Project: San Antonio City Clerk/San Antonio Vital Registry Position: Data Migration Team Lead Duration: July 2024-June 2025 Details:

Meet with Clients to identify and gather information on key sources of data to be migrated.

Develop, test and implement migration maps from multiple sources of data/images into a proposed solution.

Preside over multiple iterations of migration testing to ensure data integrity, integration and accuracy.

Preside over migration of data/images into production environment.

Company: The Jay Group Position: Senior Software Engineer Duration: May 2020-October 2021 Details:

Provided solutions in PHP or Python to solve user problems, with appropriate documentation, support and training for projects

Developed standardized development environment and code repository strategies Provided guidance on coding issues to other members of team

Company: REYNA ITS Position: Software Developer Duration: May 2020-May 2021 Details:

Worked with Federal Government employees and other contractors on Federal Government Contract through the US Navy for a foreign national agency prototype for a ship-based inventory system

Worked with team to leverage functional specs and wire framed designs to develop appropriate code/HTML/CSS markup to meet functional needs

Aided in efforts to develop appropriate database structure needed to meet projected current phase project needs while allowing for planned future functionality.

Collaborated to develop appropriate database structure needed to meet projected current phase project needs while allowing for planned future functionality

Helped provide deployment and demo support as needed.

Company: Johnson Controls, Inc.

Position: Senior Software Engineer Duration: November 2012-March 2020 Details:

Performed development, support and maintenance efforts of various applications for the MOM platform, a set thick client-based WinForms and/or WPF/WCF applications to support the creation of large-scale Air Handling Units, primarily under the Solution XT product line

Provided support for Contract Engineering group on application issues and configurations which prevented units from being physically capable of being built on shop floor

Worked to automate validation of Autodesk Inventor files and configurations passed to the models per the configurations selected by Contract Engineers or from bespoke configuration tools

Primary web developer on three internal asp.net web sites/applications used by different customer bases throughout the company. Responsibilities included development, deployment, database administration, user security access administration

Integrated two disparate web applications into a single and cohesive application with dynamic security access based on need

Company: e&e IT Consulting, Inc.

Position: Consultant Duration: September 2012-November 2012 Details:

Provided support and maintenance of the PA Food Safety Application Worked with clients and team members to identify issues within the application, develop the appropriate solution, then test and deploy those changes within the established release cycle team

Company: Fry Communication, Inc.

Position: Senior Web Developer Duration: August 2008-August 2012 Details:

Developed customer implementations of the AspDotNetStoreFront e-commerce platform, and managed interface between implementation and corporate Promail Order Fulfillment implementation. Duties ranged from DLL development to XSLT package alterations to database administration to scheduled task scripting

Led Fry ATS staff on developing HTML and CSS standards which were more in-line with established industry standards, allowing simpler repurposing of B2B product to clients with minimal front-end scripting changes. Created HTML/CSS implementations which implemented Photoshop designed provided by art staff.

Work as part of the team on the development of a customer B2B Ad management product utilizing the Symfony 1.4 PHP framework

Company: Ajilon Consulting Position: Application Development Specialist Duration: April 2004-August 2008 Details:

Tech Lead for EDMS Application Development Area of the Pennsylvania Department of Transportation (PennDOT) Managed Maintenance contract. Development responsibilities in asp and Visual Basic and database administration.

EDMS Subject Matter Expert (SME) for PennDOT licensing system redesign. Identified environmental specifications, capabilities and requirements of existing system. Attended new solution design meetings with leadership of PennDOT and outside consulting firm. Reviewed technical documents created by consulting firm.

System Architect for a cross-platform messaging application which allowed the client/server area to provide information to end users and to logically disable functionality via this messaging platform.

Developed an XHTML compliant online message editor using AJAX, SOAP and RPC functionality to create messages without requiring the end user to develop HTML coding.

Primary support for the Safety and Crash EDMS systems and secondary support roles for the Highway EDMS area. The Safety system is a search and retrieval system for Driver and Motor Vehicle documents, with sources ranging from mainframe generated content to vehicle documents sourced at dealerships scanned through integrators and imported through custom software created and maintained by the EDMS area. The Crash system is a two-tiered architecture which encompasses scanning, electronic data capture (EDC), validation, and image archival.

EDUCATION:

Institution: Bloomsburg University City/State: Bloomsburg, PA Degree/Achievement: Bachelor of Science in Computer Information Science

REFERENCES:

Name: Alex Quintana Address: 4300 Cherry Creek Drive South, Denver, CO 80246 Telephone Number: 303-692-2164

Name: Zuheil Amorese Address: 6 Harrington Rd, Cranston, RI 02920 Telephone Number: 401-222-4717

Name: Tawhid Chowdhury—Rhode Island Address: RI Contractor Telephone Number: 929-431-8059

Yathu Suthakaran

Company: Genesis Systems, Inc.

Position: Software Development Manager Duration: March 2024-Present Details:

Attends meetings with client Coordinates companywide projects and technical team members for all contracts

Company: RealSelf Position: Software Development Manager Duration: 2020-2024 Details:

Attends meetings with client Define and deliver technical strategy for new revenue generating products Collaborate closely with release management, product management, security and external vendors and partners Deliver regular updates to executive leadership, including roadmap strategy, product updates and KPI metrics

Company: Accenture Position: Development Manager/Technical Architect Duration: 2013-2020 Details:

Attends meetings with client Directed technical strategy while providing hands-on engineering in areas related to system architecture, engineering, security, DevOps and QA in an agile environment Owned roadmap strategy, KPIs, and experimentation program including A/B tests, requirement collection, design, analysis and customization of Long Term Care applications

Company: ADP-Automated Data Processing Position: Lead Web Technologies Consultant Duration: 2013 Details:

Attends meetings with client Oversaw the implementation and maintenance of batch and web applications for FSA department Supported application architecture design and development for Enterprise service architecture and components Mentored junior developers within the team

Company: AFLAC Position: Sr. Application Developer Duration: 2012-2013 Details:

Attends meetings with client Translated business and technical requirements into detailed design specs for application code and modules Optimized existing codebase, resulting in reduction of backend processing time Contributed to development efforts of enhanced portal resulting in increased web enrollments

Company: CodeForce Position: Application Developer Duration: 2010-2012 Details:

Developed, maintained and integrated application software for clients of CodeForce Collaborated closely with internal and external stakeholders, business analysts and team members to support requirement gathering and development efforts

EDUCATION:

Institution: Schiller International University City/State: Tampa, Florida Degree/Achievement: MBA in IT Management

Institution: University of South Florida City/State: Tampa, Florida Degree/Achievement: BS in Biomedical Sciences

Institution: Scrum.org City/State: Online Degree/Achievement: Professional Scrum Master I

REFERENCES:

Name: Dr. Tara Das Address: 1100 West 49th St., Austin, TX 78756 Telephone Number: 512-776-7646

Name: Terri Hernandez-Chapa Address: 719 S. Santa Rosa, San Antonio, TX 78204 Telephone Number: 210-207-6993

Name: Alex Quintana Address: 4300 Cherry Creek Drive South, Denver, CO 80246 Telephone Number: 303-692-2164

SUBCONTRACTORS

If the bidder intends to subcontract any part of its performance hereunder, the bidder should provide:

a) name, address, and telephone number of the subcontractor(s),

b) specific tasks for each subcontractor(s),

c) percentage of performance hours intended for each subcontract; and

d) total percentage of subcontractor(s) performance hours.

Genesis does not utilize any subcontractors at any time.

TECHNICAL

RESPONSE TO:

RFP 120277 O3

REBID

DUE DATE:

December 5, 2025

Time:

2:00 PM CST

Genesis Systems, Inc.—Technical Response

TECHNICAL RESPONSE

VI. PROJECT DESCRIPTION AND SCOPE OF WORK

A. PROJECT REQUIREMENTS AND INFORMATION

1. Scope of Work

2. Project Environment

3. Business Requirements Descriptions

4. Project Requirements

B. PROPOSED DEVELOPMENT APPROACH

1. Proposed Resolution

Global/Security (WebLE):

Birth Module (WebEBC):

Death Module (WebEDC):

Marriage Module (WebMAR):

Divorce Module (WebDIV):

Fetal Death Module (WebEFDC):

Fee & Issuance:

ITOPS:

Imaging:

Standard Reporting and Documents:

Drag-IT Adhoc Reporting:

Access Management with Customizable Security Features:

ChameleonTM LogicBuilderTM

2. Innovation and Creativity Passkey Funeral Home Certificate Ordering Interface:

VIZ-E-Q™ (Visual Cueing) Fast-Fire™ – All Registration modules Lightning Link™ – All Registration modules Mind’s Eye™ – All Registration modules All Aboard™ – All Registration modules Flying Logic™ (Add On the Fly-Table Updates) Chameleon™ Logic Builder™ Email/Search Configuration Secure Inter-Departmental Messaging User Configurable Field Tips Go-Certificates: www.gocertificates.com Name Change Process:

GIMHub

C. TECHNICAL CONSIDERATIONS

D. PROJECT WORK PLAN, MANAGEMENT, AND IMPLEMENTATION

E. DELIVERABLES AND DUE DATES

TECHNICAL RESPONSE

VI. PROJECT DESCRIPTION AND SCOPE OF WORK

Bidders are to review sections A. through E. and all subsections for purposes of preparing and submitting the Technical Response section of the solicitation response. Submittals for the Technical Response shall correspond with the information outlined herein and any related attachments referenced - see Section (VII) for Solicitation Response Instructions. Review the following information and provide detailed narrative responses as indicated for each section and subsection. Such responses shall be submitted as a part of your Solicitation Response.

A. PROJECT REQUIREMENTS AND INFORMATION

1. Scope of Work

The new system will replace and upgrade the existing Vital Records Management System with modern architecture and efficient solution, enhancing data accuracy, timeliness, and accessibility. This improvement will ultimately enhance the user experience for both external stakeholders and internal staff, all while ensuring compliance with any relevant State and Federal legal and regulatory requirements.

The system will enable Vital Records staff to manage vital event data. It will also offer external users, including hospitals, clinics, funeral directors, physicians, county attorneys, county coroners, and local county registrars, the ability to input data related to birth, death, marriage, dissolution of marriage, fetal death, and ITOP events. Furthermore, the system will support order management and permit designated users to generate certified copies of certificates.

Bidder’s proposed solution must fully address the business requirements descriptions, functional specifications, and technical specifications necessary to support the Vital Records Unit, encompassing hardware, operational processes, and certificate printing.

Additionally, this project encompasses the integration, interfaces, and data sharing with State and Federal information systems. For the purposes of efficiency, usability and standard maintenance and operations, the State will accept solutions consisting of ready-made software products that do not require major modifications but support customization to meet the functional specifications as outlined in Attachment 1 – Functional Specifications.

Other potential services to be performed as a part of the Scope of Work Vendor to be responsive to requests from the State of Nebraska in making any and all necessary applicable modifications to the system due to any modified or newly enacted Federal or State statutory or regulatory requirements. Such changes before, during, or following implementation shall be offered at no charge to the State of Nebraska for up to 160 Contractor (Vendor) hours annually. Any additional hours, beyond 160, accrued annually for modifications to the system due to any changes in applicable Federal or State regulatory requirements shall be billed at the appropriate rates as outlined in Part IV – Optional Services Miscellaneous Enhancements in the Cost Sheet.

2. Project Environment

a. The current Vital Records Management System has been in place for roughly fifteen (15) years and is considered a hybrid system, which has both cloud-based and on-premises components and is hosted internally.

b. The project will include data and file migration from the current system to the vendor’s system. There is a possibility that data has not been recorded in the current system in the way that the new vendor system requires. The State’s project team will rely on the vendor to explain the data tables and structure within the new system to ensure the level of data accuracy that is needed for this project is attained.

c. All data (existing and new) must comply with and meet or exceed the State and the National Vital Statistics System (NVSS) data standard requirements https://www.cdc.gov/nchs/nvss/index.htm.

d. A State project team is in place and will be assisting this effort throughout the entire project lifecycle. The team is composed of a project manager, business analyst, project sponsors, executive sponsors, and key members of the Vital Records Unit.

e. The Vital Records Unit has a breadth of knowledge in their industry and a strong understanding of their current system to be strong partners as appropriate.

f. During the testing phase of the project, the Vital Records Unit and various external users will be conducting multiple rounds of testing.

3. Business Requirements Descriptions

Business requirements descriptions define “what” needs to be done (goal) and “why” it is important. Attachment 1 - Functional Specifications define “how” the system/person/process needs to behave to achieve the goal. Requirements can be divided into multiple categories depending on their source, attributes, or execution process.

The following is a list of business requirement categories:

GENERAL: A comprehensive and user-friendly application that supports vital record management, data validation, real-time processing, compliance with state and federal guidelines, and role-based access to improve customer service, increase efficiency, reduce costs, and enhance security.

USERS: A robust and secure user management system that ensures authorized access to sensitive data, protects against unauthorized access and data breaches, and supports efficient user onboarding, authentication, and profile management.

SYSTEM ADMIN: A secure and centralized administrative interface that provides authorized users with granular control over user roles, data management, and system configurations, ensuring efficient administration and maintaining data integrity.

AUDIT LOGS: A comprehensive auditing and logging system that maintains a detailed record of user activities, data modifications, system changes, and document control to ensure data integrity, traceability, regulatory compliance, and support data analysis.

https://www.cdc.gov/nchs/nvss/index.htm

ALL MODULES: A thorough and intuitive data management solution that empowers users to efficiently manage, validate, and process records and orders, securely handle electronic signatures and communications, ensure data integrity and regulatory compliance, and streamline workflow management for enhanced operational efficiency and decision-making capabilities.

ALL VITAL EVENT REGISTRATION MODULES: A comprehensive and robust vital event registration and management system that adheres to NCHS standards and ensures data integrity, accuracy, and regulatory compliance throughout the entire vital event lifecycle, from recording to registration, processing, and amendments.

ORDER MANAGEMENT MODULE: A robust and user-friendly vital event certificate ordering and management system that facilitates seamless order placement, efficient processing, secure payment handling, and timely delivery of certificates, ensuring data accuracy, transaction security, and streamlined workflow management. REPORTS: An all-inclusive and flexible reporting and document management system that empowers users to effortlessly create and generate customized reports, configure workflows, and manage letter templates, enabling data-driven decision-making, streamlining document creation processes, and enhancing operational efficiency.

INTEGRATION: A secure, integrated, and user-friendly data management system that streamlines data exchange with external systems, facilitates efficient data import and export, and provides comprehensive data analysis capabilities, ensuring accurate, timely, and secure data access and utilization for vital event registration, processing, reporting, and decision-making purposes.

ANALYTICS TOOL: An integrated and powerful data analytics tool that empowers users to identify data duplication, discrepancies, anomalies, patterns, and trends within vital event data, enabling data-driven decision-making, enhanced data quality, and improved operational efficiency.

HELP: A comprehensive contextual user assistance system that provides seamless user onboarding, effective troubleshooting, and enhanced overall user experience by offering integrated online help, tutorials, and documentation tailored to specific user roles, tasks, and contexts.

4. Project Requirements

The awarded Vendor shall perform all the following requirements as outlined in each respective section and subsection.

Bidder to confirm their ability to meet each of the items as outlined in items a. through j.

Include specific information regarding your methodology in accomplishing respective items within each category.

a. Functional Specifications

The bidder shall complete “Attachment 1 - Functional Specifications” and place within the solicitation response in accordance with the instructions outlined in Section (VII)(A)(2) for this attachment. Specific instructions on how to complete are outlined within the attachment. Failure to complete and submit the attachment will result in the vendor’s solicitation response as being deemed a Non-Responsive Solicitation Response.

Please see the completed Attachment 1-Functional Specifications.

b. Technical Specifications The bidder shall complete “Attachment 2 - Technical Specifications” and place within the solicitation response in accordance with the instructions outlined in Section (VII)(A)(2) for this attachment. Specific instructions on how to complete are outlined within the attachment. Failure to complete and submit the attachment will result in the vendor’s solicitation response as being deemed a Non-Responsive Solicitation Response

Vendors are not required to provide or specify hardware. However, if hardware (e.g., kiosks, printers, or card readers) is included in the proposed solution, vendors must state whether it is State-owned, leased, or vendor-supplied, and include related costs in the Cost Sheet.

Please see the completed Attachment 2-Technical Specifications.

c. Project Initiation Vendor shall develop and create plans as outlined herein subsections ii. through vii.

directly below. These plans shall be developed after the Kick-off teleconference meeting.

Such plans shall be submitted to designated Unit staff for review and acceptance. If Unit staff does not accept the plan(s) in part or in its entirety, the vendor shall make proposed modifications and/or suggested changes accordingly. Such proposed modifications and/or suggested changes shall be at no additional charge to the State.

Bidder to describe your company’s approach to accomplish the development of each of the plans listed in subsections i. through vii. Also describe any templates.

i. Kick-off Event, Documentation, Review and Approval

All key vendor’s staff and Unit staff to be in attendance. Introductions, review the project scope, goals, and pre-agreed upon established timeline, and discuss roles and responsibilities for project resources. Establish communication channels and discuss access or technology that will be needed for the project. Create documentation for review and approval by the Unit.

Fully documented and approved roles and responsibilities, communication channels, and technology tools will be provided to the Unit for review and approval.

a) Kick-off Event

Coordinate and facilitate a kick-off teleconference meeting with Vendor’s representatives and all relevant Unit project staff. Discuss and perfect project details.

b) Documentation

All items ascertained through the kick-off meeting to be documented in a written format ready for dissemination to all representatives.

c) Review and Approval Once the documentation is reviewed by the Unit and confirmed, the selected Unit stakeholder will provide sign-off.

Genesis coordinates Kick-Off events for all of its projects. Genesis works with the State project manager to put together a full agenda for the meeting, including introductions to key personnel, an overview of the project schedule, responsibilities of the staff members, and any other issues that will need to be addressed at the beginning of the project. Genesis will take notes from the Kick-Off meeting and provide them to the State for sign off.

ii. Develop a Detailed Project Plan The detailed project plan will outline the project goals, tasks, scope, deadlines, and deliverables, including the discussion of key project elements and finalization of details. A comprehensive, detailed project plan will be developed, maintained, and followed by the vendor throughout the project lifecycle. If a change is made to the plan following the initial signature, the plan must be reviewed and electronically signed by the selected Unit stakeholder.

The key aspects of the plan should include the following:

a) Project Tasks

Breakdown the project into manageable tasks with an owner and estimated time commitment. Highlight when, and what, Unit involvement is necessary to plan for resources. Categorize tasks into phases or stages to create a hierarchical structure.