2. ACRIS e-Recording for Portal Companies Next Steps September 25, 2013 9/25/2013

3. Topics Significant Decisions Made High Level Timeline ⁻Web Service Guide Review Cycle ⁻Alpha Deploy Questions and Comments 9/25/2013

4. 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. 49/25/2013

5. 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 Deploy10/11/2013 User Acceptance Testing10/14/2013 Third Beta DeployTBD (as needed) Performance Testing10/28/2013 Deployment11/4/2013 EtaxCoverPageWs EsubmissionWsEpaymentsWs Portal Companies 9/25/2013

6. Open Discussion & Notes The following items / issues were discussed 9/18/2013 Timing of ACRIS Electronic Submission Demo – Friday 9/20 at 10:30 AM Web Services Guides reflecting changes to be available COB 9/20/2013 https://acrissds.nyoss.com/ACRIS_WS_Resources/Guides/ Alpha Web Services will be available starting COB 9/20/2013 Epayment Web Service https://acrissds.nyoss.com/EPaymentWebService/PaymentService.svc Esubmission Web Service https://acrissds.nyoss.com/ESubmissionWebService/ESubmissionService.svc EtaxCoverPage Web Service https://acrissds.nyoss.com/ETaxCPWebService/ETaxCoverPageServices.svc 69/18/2013

7. Open Discussion & Notes The following items / issues were discussed 9/20/2013 (Demo) Transfer of Cover Page Transactions between Customer Accounts -Web Service Enable Current Transfer Functionality =Allows Portal Company to Return Transactions to their Customers in an Automated Manner =Allows Portal Company (with their Customers’ Credentials) to Transfer Transaction to a Portal Company Account =Should be able to add basic functionality without impacting time line =To fit the expected use cases other changes may be needed which may impact the time line -New Method to Allow Portal Companies to Pull Transactions =Allows Portal Company to Transfer Transaction to a Portal Company Account without knowing their Customer’s Credentials (through delegation) =Would Impact Time Line and Require a Mechanism to Manage Delegation 79/25/2013

8. Open Discussion & Notes The following items / issues were discussed 9/25/2013 Preservation of the time line is preferential to adding transfer functionality; with this in mind web service enabled transfer functionality will not be added at this time Expectation is that in most cases all interaction will be managed through Portal Company application 89/25/2013