1. 1 DEA CSOS Pilot Planning February 11, 2002

2. 2 Agenda nRestatement of Pilot Organization and Scope nPhase I Goals nTest Plan Walkthrough nLooking Ahead: Phase II Goals nLooking Ahead: Future Goals nQuestions…

3. PHASEIssues & Success Factors 1 – Online Registration (Use DEA-provided activation data to obtain a digital certificate w/ live data) n Technical interoperability nCertificate content review, field length analysis nCertificate portability nDocumentation (Complete and easy to use) 2– Application (Business completes and submits full CSOS enrollment application, DEA Adjudicates app.) n Application ease of use n Consistency with current processes nDEA Adjudication Processes nOrganizational oversight of enrollment/termination process 3 – Order Processing (Business generation, transmission and processing of orders) n Standards for digitally signed transactions n Cost nAddress Field / Record nTransaction integrity, certificate status, credential checks 4 – Reporting (Business generation of periodic CSOS reports) n Frequency n Format 5 – Auditingn Ensure that the business is storing order transactions in a DEA approved manner, and that they can be retrieved. Proposed Pilot Organization and Scope

4. 4 Timeline

5. 5 Phase I Test Goals nTest Subscriber Manual readability/ease-of-use nTest certificate retrieval process (performance and functionality) nTest certificate installation process (performance and functionality)

6. 6 Test Plan Walkthrough l Should have received test packet: testing instructions, test plan and scripts, CSOS site userid and password. l Test plan consists of one Excel file with multiple worksheets (tabs) – one for each script. Please read complete testing instructions and view all tabs/scripts marked “Industry Participant” on Phase 1 tab. Scripts are hyperlinked to scenario on Phase 1 tab. Walkthrough scripts– clicking on Comments cell in worksheet to supply test results. Save results when completed, return file to us. Alternatively, may print out and return written comments. l Any Questions?

7. 7 Looking Ahead: Phase II Goals nTest forms validation process nSelect actual Registrant nDownload forms nNotarization nValidate submission and adjudication process

8. 8 Phase II Timeline

9. 9 Looking Ahead: Phase III - IV Goals n Industry is gathering requirements nWhat is a realistic timeline for having an application ready for testing ?

10. 10 Questions