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HomeMy WebLinkAbout20232085.tiffCor*raC--1 7794 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: Addendum for GoCertificates Agreemeent DEPARTMENT: Information Technology PERSON REQUESTING: Ryan Rose �r-- DATE: 1/29/24 Brief description of the problem/issue: Weld County uses GoCert/Ocates to provide a mechanism for the public to purchase birth and death certificates from the Department of Public Health. This proposed addendum formalizes our ongoing agreemeent with GoCertificates, and establishes additional terms and conditions around the existing agreement. The Addendum has been reviewed by the Weld County Attorney's office and has no additional ongoing cost. What options exist for the Board? 1) Approve Addendum 2) Schedule work session Consequences: None Impacts: Reinforces accessiblity requirements and establishes other terms and conditions. Cost (Current Fiscal Year/Ongoing or Subsequent Fiscal Years: No additional cost. Recommendation: The department of Information Technology recommends to approve this addendum. Perry L. Buck, Pro -Tern Mike Freeman Scott K. James Kevin D. Ross, Chair Lori Saine Support Recommendation Schedule Place on BOCC Agenda Work Session Other/Comments: e&. Cid (Tr) conw+fiI-1 1- P -2-r-*-) - iz4 -7/p/- 20T6-20(65 NL00 IT001 P- Addendum to the GoCertificates Proposal for Weld County This Addendum to the Proposal for Processing Weld County, CO Vital Records Certificate Orders (the "Addendum") is entered into between GoCertificates.com, Inc. and the Weld County Department of Public Health and Environment. 1. Term and Renewal. The term of the proposal automatically renew annually without any specific action to be taken by either party. 2. Termination. Either party may terminate the services described in the Proposal and supplemented by this addendum, by written notice to the other party. In the event of termination, services that have been requested by and paid for by customers will be processed until the orders have been finalized and any payments due and owing to the County for pending orders shall be remitted to the County. 3. Services Provided. GoCertificates.com, Inc. provides order processing services for customers seeking vital records from Weld County, Colorado. Customers abide by the Terms and Conditions set forth by GoCertificates, provide the information required to complete an application for a vital record, including payment and identification and GoCertificates processes these applications and shall place these orders in the State of Colorado vital records issuance system for Weld County to issue. 4. Notice. GoCertificates shall notify Weld County in the event of a material change in the services provided including increases in processing fees, processing requirements or processing times. Conversely, the Weld County shall promptly notify GoCertificates in the event of a change in forms, costs or other material changes to county business rules that may require an update to the GoCertificates workflow. 5. Accessibility. GoCertificates.com shall be compliant with ADA regulations and current WCAG A and AA guidelines for accessibility. Weld County, Colorado Authorized Signatories/Representatives: Signature: Print Name: Role: Kevin D. Ross Chair, Board of Weld County Commissioners GoCertificates Authorized Signatories/Representatives: Date: FEB 0 7 2024 Signature: ,- �y , 4 Date: 09/22/2023 Role: President Contract Form Entity Information Entity Name" Entity ID* GOCERTIFICATES.COM INC @00047289 Contract Name * ADDENDUM FOR GOCERTIFICATES TERMS AND CONDITIONS Contract Status CTB REVIEW Q New Entity? Contract ID 7794 Contract Lead * JMUNDT Contract Lead Email jmundt@co.weld.co.us Parent Contract ID Requires Board Approval YES Department Project # Contract Description * ESTABLISHES ADDITIONAL TERMS AND CONDITIONS FOR GOCERTIFICATES AGREEMENT. Contract Description 2 Contract Type" AGREEMENT Amount* $0.00 Renewable * NO Automatic Renewal Grant IGA Department INFORMATION TECHNOLOGY-GIS Department Email CM- InformationTechnologyGI S@weldgov.com Department Head Email CM- InformationTechnologyGI S- DeptHead@weldgov.com County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COUNTYATTORNEY@WEL RN EY@WEL DGOV.COM Requested BOCC Agenda Due Date Date* 02/01/2024 02/05/2024 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? If this is a renewal enter previous Contract ID If this is part of a MSA enter MSA Contract ID Note: the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts are not in OnBase Contract Dates Effective Date Termination Notice Period Contact Information Review Date 12/01/2024 Committed Delivery Date Renewal Date Expiration Date" 01/01/2025 Contact Info Contact Name Contact Type Contact Email Contact Phone 1 Contact Phone 2 Purchasing Purchasing Approver Purchasing Approved Date CONSENT 02/01/2024 Approval Process Department Head Finance Approver Legal Counsel RYAN ROSE CONSENT CONSENT DH Approved Date Finance Approved Date Legal Counsel Approved Date 02/01/2024 02/01/2024 02/01/2024 Final Approval BOCC Approved Tyler Ref # AG 020724 BOCC Signed Date Originator JMUNDT BOCC Agenda Date 02/07/2024 RESOLUTION RE: APPROVE SERVICE PROPOSAL TO IMPLEMENT PROCESSING VITAL RECORDS CERTIFICATE ORDERS AND AUTHORIZE CHAIR TO SIGN - GENESIS SYSTEMS, INC., DBA GOCERTIFICATES.COM, INC. WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board has been presented with a Service Proposal for the Implementation of Processing Vital Records Certificate Orders between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Public Health and Environment, and Genesis Systems, Inc., dba GoCertificates.com, Inc., commencing upon full execution of signatures, with further terms and conditions being as stated in said service proposal, and WHEREAS, after review, the Board deems it advisable to approve said service proposal, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Service Proposal for the Implementation of Processing Vital Records Certificate Orders between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Public Health and Environment, and Genesis Systems, Inc., dba GoCertificates.com, Inc., be, and hereby is, approved. BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized to sign said service proposal. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 24th day of July, A.D., 2023. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO ATTEST: ✓ `dun) Jek.:4 Weld County Clerk to the Board BY. n4 . W QA ()J 7UL Deputy Clerk to the Board AP"•-EDA County Aorney Date of signature: 1131 J ) Zb Z5 cc: HL o4s/t 6 /23 Miles -Freeman, Choi A Perry B k, Pro-Tem Saine 2023-2085 HL0056 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW TITLE: Service Proposal with GoCertificates for Processing Vital Records Certificate Orders DEPARTMENT: PUBLIC HEALTH & ENVIRONMENT DATE: June 20, 2023 PERSON REQUESTING: Jason Chessher, Executive Director C�rkvc&c+ ID►��wco Brief description of the problem/issue: For the Board's review and approval for placement on the agenda is a service proposal with GoCertificates.com, Inc. (GoCerts) and Weld County, on behalf of the Weld County Department of Public Health and Environment (WCDPHE), for the provision of online processing of vital records certificate orders for Weld County. GoCerts is a reputable online third -party vendor for the processing of vital records certificates. They are also the sister company of Genesis Systems, Inc, the developer of the state's Colorado Vitals Information System (CoVIS). The state vital records office also uses this vendor as an option for their customers to process online birth certificate requests. Currently, GoCerts requests for vital record events (births and deaths) that originated in Weld County are forwarded to the state vital records office at the Colorado Department of Public Health and Environment who then processes the request and receives the revenue. In 2022, approximately 774 certificates in 387 transactions (2 certificates per transaction, on average) on GoCertificates.com pertained to Weld County vital events but were processed by the state vital records office. Total net revenue Weld could have gained was approximately $11,200 if Weld County's vital records staff had processed those requests. On average, a single transaction takes about 8 minutes, therefore all additional activities will be completed by existing staff; no additional FTE is being requested. Once 'implemented, GoCerts will facilitate online ordering and payment processing of certified copies of birth and death certificates via a link through the Weld County website. GoCerts utilizes a reliable and secure identity authentication process to verify an applicant's identity, which relieves this remote -verification process and online credit card processing (and fees) from Weld County vital records staff. There is no fee to Weld County or WCDPHE to utilize GoCertificates.com. There is a reasonable additional handling fee to the customer of $8.00 per transaction to obtain certified copies of birth and death certificates through GoCerts. IT has reviewed the technical requirements for our website and is fine with the methods described in this Proposal. Furthermore, Assistant Weld County Attorney, Karin McDougal, has also reviewed this Proposal and has no concerns. What options exist for the Board? Accepting the Proposal will allow WCDPHE's revenue to increase by processing requests that are currently going to the state vital records office and will provide increased ordering options for our customers, at their convenience. Declining the Proposal would cause a loss in potential revenue of $11,000 per year for WCDPHE. Recommendation: I recommend approval of this Proposal with GoCertificates.com, Inc. Approve Schedule Recgmmendation Work Session Other/Comments: Perry L. Buck, Pro-Tem Mike Freeman, Chair Scott K. James Kevin Ross Lori Saine \<kd 2023-2085 7/24 HLODLo Karla Ford From: Sent: To: Subject: Approve Sent from my iPhone Mike Freeman Tuesday, June 20, 2023 12:34 PM Karla Ford Re: Please Reply - PASS -AROUND: GoCertificates Service Proposal On Jun 20, 2023, at 12:13 PM, Karla Ford <kford@weld.gov>wrote: You missed this one in the folder. Please advise if you approve recommendation. Thank you! Karla Ford Office Manager, Board of Weld County Commissioners 1150 0 Street, p 0. Box 758, Greeley, Colorado 80632 :: 970.336-7204 :: kford cr_weldgov.com :: www.weldgov.com **Please note my working hours are Monday -Thursday 7:00a.m.-5:00p.m.** <irnageO01.jpg> Confidentiality Notice: This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain information that is privileged, confidential or otherwise protected from disclosure. If you hove received this communication in error, please immediately notify sender by return e-mail and destroy the communication. Any disclosure, copying, distribution or the taking of any action concerning the contents of this communication or any attachments by anyone other than the named recipient is strictly prohibited. From: Health Contracts <Health-Contracts@weld.gov> Sent: Tuesday, June 20, 2023 10:13 AM To: Karla Ford <kford@weld.gov> Cc: Tanya Geiser <tgeiser@weld.gov>; Jason Chessher <Chessher@weld.gov>; Health Contracts <Health-Contracts@weld.gov> Subject: PASS -AROUND: GoCertificates Service Proposal Hello, Karla, For the Board's review and approval for placement on the agenda are a pass -around and service proposal with GoCertificates for processing vital records certificate orders. If you have any questions, please let Tanya know. Thank you! H EA'. DEPARTMENT CONTRACTS TEAM Confidenti.;iity Notice: This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain information that is privileged, confidential or otherwise protected from disclosure. If you have received this communication in error, please immediately notify 1 Proposal for Processing Weld County, CO Vital Records Certificate Orders By GoCertificates.com Submitted: April 11, 2023 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE. ORDERS By GOCERTIFICATES.COM APRIL 11, 2023 Table of Contents Overview 2 Applicant Order Processes 2 Online Ordering 2 Email Notifications 9 Order Tracking 10 Cost to the Consumer 10 Payment Methods 10 Customer Support 11 Calls: 11 Email/Chat Features: 11 Exception Processing 11 Assumption of Financial Risk 11 Responsibilities to Weld County Vital Records and to the Consumer: 12 Agency back -office Application: GoCertificates.com 12 ACH Payment 12 Reconciliation Reports 13 Minimum requirements for Weld County Vital Records for GoCerts 13 Conclusion: 14 Sign -off Sheet 15 1 PROPOSAL FOR PROCESSING WELD COUNTY, CO VIAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 Overview GoCertificates.com, Inc. ("GoCerts"), a sister company of Genesis Systems, Inc., proposes that Weld County, CO (Weld County) allow GoCerts to receive and route Internet orders for certified copies of birth and death certificates into the existing COVIS system developed by Genesis. To facilitate this, Weld County shall integrate modifications to its website and allow Genesis to modify the vital records system as necessary (at no additional cost to the County) to enable GoCerts to receive and route such orders. Additionally, the parties agree that the benefits of these products and services will be enhanced by ancillary services such as product marketing, educational training and Genesis personnel are authorized users on the COVIS system to ensure the maximum benefit possible. Applicant Order Processes Online Ordering Genesis, via GoCerts, will facilitate online ordering of certified copy services on behalf of Weld County. 1. Applicants will access a GoCerts link through the Weld County website (https://www.gocertificates.com/new/Weldcountyco.aspx) to request a certified copy of a birth or death certificate. This link will be added to the Weld County's website and will be placed first in the County's list of electronic ordering options, so that it is easily discoverable by the public. Selection of the link from the Weld County website will redirect the customer to the GoCerts ordering page created specifically for Weld County orders. Certificates Vital Records States We Serve Partner With Us Upload Login Weld County Online Order Portal for Colorado Vital Records. Save Time and Money Fast and Easy Ordering —+ No Waiting in Line %i Order Birth Certificates • Order Death Certificates GoCertitcates is your one stop shop for certified copies of Colorado birth certificates and death certificates. We are committed to getting your birth or death certificate quickly and easily. GoCertificates also offers expedited shipping for birth certificates and death certificates. Orders for vital event certificates placed through this portal are directed to the Weld County Department of Health. Request processing is done directly by the Weld County Department of Health. ID Requirements I Birth Ceri:ficate Requirements I Death Certificate Requirements 2 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 2. The applicant will verify the certificate type, state of birth, and county of birth and select from dropdowns the city of birth and reason for the order. • Certificates V. 11. -IV � Vit° 3-•3-e; Ole Serve Partner With Us bploaa Login • ...,r radafrazt ,arr 4frtierizsaasettiO stupptner ire Comma Certificate Tyoe' i3i rth - Certified Copy V State Of Birth' COLORADO V i County Of Birth' WELD v i City Of Birth' Selma V i Reason For Order` Select V i Please read the statement below and accept before proceec*ng with your order I ackno ledge that I wit be requred to upload my void identification and in some cases proof of relationship to have my order processed by the proper entity. 3 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIF'ICATES.COM APRIL 11, 2023 3. The applicant will enter the mandatory fields and sign the information provided to order the certificate(s). Fill in the information for your certificate: Applicant Intwrnolion Abe person ling out 161, tar. ep +4rrt=nt �O4C3rttMCtlle iratlnlstar it &Mot -tcw at YOU Pllatea 10 1hs Qatar rrea or Pre *tt' ;,o.ttroser P'oi• t• ct icad•stricli Penne Named on the Certificate Lac Mrc �s ace m e.eiea/s' tee P Applbtanl s SuHlr LOW r tuffts Child's tetra Intwrnobaxr M.xsrlaY norr7 Mates 6+formalian vows FrP' wren ► Ise Voters Moir Nome MartxsLc• %t?hrsat,ffcK its Mtomldlon Ft ttss r'rst' r-ras SReitSe corner; Sr Fate 5 Sat V spasm ^:.pertr_ ei _c•xe.rovplmetips 'sr n -re ae.a.—o-atar fteeOttare -::r e-rxe_ a. ct a ?tit frifil• 7Pres a sZ^ Sign Here Vev Signature Bock Eat The GoCerts electronic signature feature allows an applicant to sign utilizing a touch screen with their finger or stylus, or with a mouse on a non -touch screen device. •port war a. ,tLl Ora :ARCS w :oast* ow Sys Ira pounder Eras ellgr in S.IIPSIMPreines a be .rcoet}r.. 'Son motif W Ora . a ont errs r'.,t y.er. 4 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL 11 2023 4. Applicants enter their shipping address and the quantity of certificates that they want to order. Shipping ki/otmofon AOdresi Type: Street' ;)(rt..t t Si :C City/' - - Select - -"I Apartment = Do Code' State' Select v County' t Sent r Number of Copier' Shipping Method:' tiohnd Code Cost *X Citified Sigh CediAeate: Certified Pin Certificvtetlst Cop•:I Additional Copies GoCertificatesProcessisg & Harding Fee lNan•Petundabie) Naciirtig 'THIS ORDER WILL REQUIRE YOU TO UPLOAD AN ELECTRONIC COPY OF YOUR ID AND IN SOME INSTANCES PROOF OF RELATIONSHIP IS REQUIRED Total Charges: We accept Vita. MasterCard. Diseaves and American Express Sr $ 20.00 $ 0.00 $8.00 $ 0.00 $ 0.00 5. If Weld County offers expedited shipping via FedEx or UPS, an option for USPS and FedEx or UPS will be available for selection. Any shipping fees typically charged by Weld County for mailing completed orders will be incorporated into the GoCerts cost calculation. 5 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 6. Applicant must confirm information entered. a. If they notice something is incorrect, they simply click the 'Edit' hyperlink for that line item and it will take them back to that page so they can make the change. Certificates r Records States We Serve Partner With U -s Appbcation Slipping b billing Renew &Wit Complete cinor•ge yC.>„r ietaiis EDIT .or-ce yoc have cor^tHeted a4I edits plea click CONTINUE Sate r.farrnaticr COLOItADO.WELD,BERTHOUDridenfirmation Edit Applicant information Jane Doe Edt Person 'NJome° Cr. =he Cc.r r-f;r_ lane D Doe Edit = r ^farrroticrt Morn Of Doe = irrro t;cn Dad Of Doe _,r. I• Shipp nG .r.'crr-anon 122 Main SCreel..COLORADO.WEiD.SEVERANCE.12342 Older Total_$ 3400 l-1 I have vet. e3 all the above :nfcrrnation and hereby certify it s true to the best of my Ieno'Medge. I also acknowledge Mat Me above ()Caress will reserve my order after processing • Ulna 6 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL. 11, 2023 7. After confirming the complete order information, the customer will be redirected to collect payment. Payment processing is completed through GoCerts payment partner Elavon. The customer will enter credit card information and confirmation of the transaction by Elavon will allow for completion of the order in GoCertificates. NO CREDIT CARD DETAILS ARE STORED ON GOCERTS. GOCERTS IS PCI COMPLIANT. Certificates WWlY.a .car: SALE Order Section Credit Card Number Expiation Date(MMYY) Amount CVV2 Indicator CW2 Customer Code Sales Tax Invoice Number. Description E 41.00 Present 42 0.00 ,. 94083 42 Billing Address Company First Name Last name Addressl Addres s2 City State Province Postal Cade Country Phone Email Address -it I 'Please select a Country Process 7 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE, ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 8. The applicant is taken to a payment confirmation screen, where an order summary is available to be printed for the customer's records. Additionally, each customer is sent an email confirmation of their order, as well as instructions for submitted their ID. Certificates •. �LAt ;.?_!.`!!.! _. i71:r.: ..-i:1" Records States We Serve Stag AppO cidor i Shipping Rain k Rt1Wiq b Fit Cotwplet. Payment Confirmation Thank you for using GoCerti.ficates. corn. Your payment has been approved.We have sent you an email confirmation with a copy of your birth certificate form.. Please follow the irrst~uctions in your email to upload valid identification/proof of relationship ;if applicable) or click the Upload ID' button below. Once your ID/proof of relationship has been uploaded we can process your order. ORDER SUMMARY Order No. 32:,22 -re ' -= Email Address mer;oxO=7J' :tea Dale of Order „.. - 4C= Shipping Name ---=j- Certificate Type 3 __ :ere; _r_ 1, a Shipping Address - i'c - 7 -- cct3Zc : Total Cost s :._. 3e,ERANC! 'E i2 C No. of Copies 3 Name on Certificate -e :e:e Father Name ,^ Mother Name timer D:e Place Of Birth =::-c;-o= .1E_u Er--c,=c Reason Of Order or F_2^z,- 8 PROPOSAL FOR PROCESSING WELD CnrINTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 9. The applicant needs to submit a copy of their ID and can do so on GoCerts after payment submission is completed or from a link in the order confirmation email. This can be done by taking a picture with a cell -phone camera or uploading a saved file. Pile(;) uploaded successfully. Upbod your 10; Proof of Relationship k.. CK drowse •0, e)e... Uploa.fed faes Hntoy amoral No 6r_ ,s I Pia fie sees ec xC .?t3 .µ Acid More Ides Upload ID • r v - Email Notifications ;.4,s: ; 2C When an applicant places an order, they receive an email confirmation. • Within the email the applicant is also provided a link that he/she can click to automatically upload the ID/Proof of Relationship • In addition, there is a hyperlink where the applicant can check the status of his/her order. Gocertificates O►defeG2022-00034S -oreptr{Fussing-tt,rgeetrsasccv+ I M*t. Ilin,S CPA as' b C«efr4 CM 40 in. Patent ON .. ?dn'astYr l p! •" .S That as for using ccCerrfiRcates.catw 'lour Order Wyman K attached to order for us to quickly process you order we need a copy of your current photo ID Proof of Relattonshlp(d appl.cable} Q l.51.t u4 You O,Pfool as Ref INfl t+s. Aso atloctled es your aooicatton to Certbfled Cop. To cnect you order slants.tokre tn'e O'S below. ginack_cngsti or ben Record. r10 action is teased. o'ease keep it toe your recent please follow the link below to upload from your desktop or mobile device ti you need assistance or rat questionsglee us a c4 at 1466-694-0571 tOpbn 21 a error us of cederi.trx esswgsne :a cum 9 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE. ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 Order Tracking The applicant will get an email after each processing step is completed letting them know where things stand in the process. GoCertificates Upload for Order#G2022-000345 noreply@hosting-by-genesis.com Tc Andrea Brindle Hello Jane Smith, There is a new update to your order status, to check your order status, follow the link below. Click Here To Check Order Status If you need assistance or have questions, give us a call at 1-866-694-0571(Option 2) or email us at orderprocessing@genesisinfo.com Cost to the Consumer The breakdown of the fees for certified copies of a certificate(s) will be: • The current fees that Weld County charges for any 1st copy and additional copies of certified birth or death certificates. • The current fee that GoCerts charges the applicant for processing and handling fees per order. Current Rate: $8.00 per order for single orders of birth or death records • Expedited processing or shipping fees, should Weld County decide to offer those to the applicants. • Both Weld County and GoCerts fees are subject to change after implementation. Payment Methods GoCerts accepts all major credit cards including: Visa, MasterCard, Discover, and American Express. 10 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL. 11, 2023 Customer Support GoCerts has order processing staff available for Weld County support during the hours of 8:30 am to 5:00 pm EDT/EST Monday through Friday. Calls: • GoCerts has order processing staff available for Weld County staff to call or email directly. • Weld County will provide a Single Point of Contact for GoCerts staff to call if there are any questions with processing. o A backup contact will also be given in case the SPOC is not available. • Below are two GoCerts positions that can be contacted if Weld County staff has any questions with processing. Position: Order Processing Supervisor (Currently) Millie Gasso Phone: 717-909-8622 Email: Mgasso@genesisinfo.com Email/Chat Features: Position: Order Processor 1 (Currently) Veronica Welker Phone: 717-909-8534 Email: Vwelker@genesisinfo.com Listed on the GoCerts website is the email addressorderprocessing@genesisinfo.comaswellas a live chat feature where applicants can ask any questions either before or after placing an order. Exception Processing During the authentication process if there is an exception with the order where it cannot be processed, GoCerts will contact the applicant to let them know the issue with the order and help resolve the issue. If a consumer does not provide all of the required information, then GoCerts's automated text messages or voice messages will be sent to the applicant. If the applicant does not provide all of the information within 60 days, then GoCerts automatically cancels the order and will refund the county fee to the applicant. Assumption of Financial Risk GoCerts will not enter any orders into Weld County COVIS until appropriate payment and documentation are received and authenticated. 11 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 Responsibilities to Weld County Vital Records and to the Consumer: GoCerts will assure the following: • The orders will be reviewed for authentication when the documentation is submitted. • The orders will be processed once the authentication of the applicant is proven correct for each order. • The applicants will be contacted regarding any problems with an order so the corrected order can be processed. Weld County Order Processing Details: • After the submitted order has been reviewed by GoCertificates processing staff, the order will be placed into a file for upload into Weld County COVIS. • The order file will be generated by a GoCertificates staff member on a daily basis and imported into Weld County COVIS. • A Request Type for GoCertificates orders will be added to the Weld County COVIS application and all online orders received will be loaded under that request type. • Weld County will retrieve the uploaded orders and complete processing. o Authorized Weld County staff will be provided with a login to GoCerts. o With the logins that Weld County has, they will be able to login to the GoCerts website to see the orders that have been processed by GoCerts staff. o There will be view buttons where the applicant's signed application (any additional paperwork if required) and their ID for Weld County staff to review. • Weld County will be able to download the PDF version of the application and the ID supplied by the applicant. This allows for fully electronic record keeping of the transaction. • Weld County staff will close the order in COVIS as they would for any other order received and processed within the application. Weld County staff are not required to take any action with GoCertificates.com to close out orders. Order management within GoCertificates website is handled by GoCertificates staff. Agency back -office Application: GoCertificates.com GoCertificates.com includes a login option for authorized users to access additional information. Weld County staff will be provided logins which will gain access to the following: • Log into GoCerts to view all completed orders • View the accompanying paperwork submitted for each order • Generate reports in Excel of the orders placed ACH Payment • Every Monday GoCerts will transmit (to the designated ACH account provided by Weld County) the amount for the prior week's completed Weld County orders. • Should the GoCerts office be closed on a Monday, the transfer will occur the following business day. • Weld County can generate a report of the transfer after it is received each Monday. 12 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BY GOCERTIFICATES.COM APRIL 11, 2023 Reconciliation Reports GoCerts will provide Weld County with a login/password for the GoCerts website. Weld County will be able to run a report based on the time period they are reconciling. The report can be searched by day, week. month, etc. depending on what is needed. This information is able to be viewed either on the screen or downloaded into Excel. O!Certificates • -role %pots Bo for VOKS33 :O9O1 1...S t761n : Stec? ACaecator 3darseci w l.. front Q7ts )colcart EC Name J 'e 2 Ors -rCe SnCv. Cr4 :: r^or• YJ7: S+a s ar'sy mina run Wm r* recto omert To Doke- sticac11: Last f:CTO :0.Y! O a 's+tt +- r Submit Cub nt ra444444..en• nos* .r V: .-.-s'.r udass • M :er-a.. •-.. a.t • 111•44 rt.+ ItAr. - ia'1. '•• �. 11414-4 -se. l ;444 fRRY an.•4. • r 1h1.1• !.'\. it n.e• A.w.w. - Sae •44......3 H 3NLfY• •4 vale. 34 944341I• t•R'O.• 3%4 4S43/4 )• M.l % M v _-•e S Sian.* In SIBS On • a V ass =sue Minimum requirements for Weld County Vital Records for GoCerts Below are the minimum requirements for Weld County to be able to view orders on the GoCerts website. Browser • Google Chrome (version 38 and higher) • Mozilla Firefox (version 27 and higher; and ESR version 31.0 and higher) • Microsoft Edge • Safari (version 7 and higher) • Opera (version 12.18 and higher) Tools • Weld County staff should have Adobe Viewer/Reader enabled on browser to view .pdf s Weld County staff should have Microsoft Excel if they want to export any of their report information. Timeline for Implementation: The GoCertificates.com ordering site can be made available, with link provided to Weld County within 2-3 weeks upon sign off acceptance of this proposal. 13 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITAL RECORDS CERTIFICATE ORDERS BYGOCERTIFICATES.COM APRIL 11, 2023 Conclusion: Weld County Vital Records benefits by using this service by: • Giving Weld County the opportunity to offer the public the option of paying for certified copy orders with a credit card. • Reducing congestion and lines at the county office of customers waiting for orders to be fulfilled, as well as customer interaction issues. • Increased order tracking and data to inform future customer support decisions. • Flexible process that offers a platform for future enhancement to additional potential applicants. • Elimination of paper storage costs and paper order forms for Weld County because the applications/ID can be downloaded from GoCerts and saved by Weld County. 14 PROPOSAL FOR PROCESSING WELD COUNTY, CO VITA!, RECORDS' CERTIFICATE ORDERS BYGOCERTIFICATES.COM APRIL 11, 2023 Sign -off Sheet The undersigned acknowledge they have reviewed the GoCerts Proposal and accept the contents herein written. Changes to the implementation details outlined by this proposal must be approved by the undersigned or their designated representatives. Weld County, Colorado Authorized Signatories/Representatives: Signature: T� I -3u.1 Date: JUL 2 4 2023 Print Name: Mike Freeman Chair, Board of Role: Weld County Commissioners Signature: Print Name: Role: Signature: Print Name: Role: GoCertificates Authorized Signatories/Representatives: Signature: /6C%iz,,Z Print Name: Role: Richard J. Huber Date: Date: fi/ciee.4. Date: 07/25/2023 President Contract Form New Contract Request Entity Name. GOCERTIFICATES.COM INC Contract Name. GOCERTIFICATES SERVICE PROPOSAL Contract Status CTB REVIEW Entity ID* '0O0047289 ❑ New Entity? Contract ID 7140 Contract Lead* KJAKUS-HOTCHKISS Contract Lead Email kjakus- hotchkiss@weldgov.com Parent Contract ID Requires Board Approval YES Department Project Contract Description* SERVICE PROPOSAL WITH GOCERTIFICATES FOR PROCESSING VITAL RECORDS CERTIFICATE ORDERS Contract Description 2 Contract Type. AGREEMENT Amount. 30.00 Renewable NO Automatic Renewal NO Grant NO IGA NO Department HEALTH Department Email CM -Health Weldgov.com Department Head Email CM -Health - DeptHeadh weldgov.com County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- COU NTYATTO RN EYSFWELDG OV.COM Requested BOCC Agenda Date* 07 24,'2023 Due Date 07,20 2023 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? If this is a renewal enter previous Contract ID If this is part of a MSA enter MSA Contract ID Note: the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts are not In Ontase Contract Dater Eft Date 07,24'2023 Review Date. 06,23'2025 Renewal Date Termination Notice Period Committed Delivery Date Expiration Date 0724:'2025 Contact Information Conta Contact Name Purchasing Purchasing Approver Approval Process Department Head TANYA GEISER DH Approved Date 07 11,2023 Final Approval BOCC Approved BOCC Signed Date BOCC Agenda Date 07,24x'2023 Originator KJAKUS-HOTCHKISS Contact Type Contact Email Finance Approver CHERYL PATTELLI Contact Phone 1 Contact Phone 2 Purchasing Approved Date Legal Counsel ADRIA SCHIEL Finance Approved Date Legal Counsel Approved Date 07:11,2023 07'14;'2023 Tyler Ref it AG 072423 Hello