ACRIS e-Recording for Portal Companies Next Steps October 23, /23/2013

Topics Significant Decisions Made High Level Timeline -Beta / Release Candidate Deploy -UAT Ongoing Go Live Planning 10/23/2013

Significant Decisions Made Data Currently Collected by Cover Page is Required Existing Services / Existing Model will be Extended Solution will be Common for All Portal Companies Tax Form Creation via Web Services Optional -Tax Trans ID Required for Transfers (Deeds, etc.) -While Optional, Tax Form Creation via Web Services is not recommended for the first phase due to timeline / resource constraints ACH is not currently available, but is being considered. Echeck payment for multiple transactions is supported. Payment can be made any time of the day. Transactions will not be recorded until paid in full. Electronic Submissions will be Performed under Portal Company Account and not under an individual’s Customer Account. ACRIS Transaction transfer functionality will NOT be added to the first release of the ACRIS Esubmission Web Services. Other enhancements will be considered after the first release. 410/23/2013

High Level Timeline Start Dates ofEtaxCoverPageWsEpaymentsWsEsubmissionWs Environment for Dev / Test9/20/2013 Initial Design8/8/20138/9/20138/5/2013 Draft Specification8/12/2013 8/7/2013 Specification Public Review8/23/2013 Finalize Specification8/30/2013 Release Specification / Guide9/20/2013 Development8/26/2013 Alpha Deploy9/20/2013 System Integration Testing9/23/2013 Beta Deploy10/4/2013 Second Beta / Release Candidate Deploy10/11/ /15/2013 User Acceptance Testing10/14/201310/21/2013 Third Beta DeployTBD (as needed) Performance Testing10/28/2013(TBD) Deployment11/4/ /11/2013 EtaxCoverPageWs EsubmissionWsEpaymentsWs Portal Companies 10/23/2013

Go Live Planning Account Setup Activities -Electronic Submission Registration -Account Activation Ramp Up Plan -By document type -By submitter -By activity Other Concerns 610/23/2013

Open Discussion & Notes The following items / issues were discussed 10/16/2013 Transactions that are either never submitted or reject and never re-submitted are eventually swept from the ACRIS database (unless payment has been made). A more detailed response will be added to the Q & A document. 710/23/2013

Open Discussion & Notes The following items / issues were discussed 10/23/2013 Go Live Planning should start now. Any concerns you have regarding planning or ramp up can be addressed in private s sent to 810/23/2013