2. ACRIS e-Recording for Portal Companies Next Steps October 9, 2013 10/09/2013

3. Topics Significant Decisions Made High Level Timeline -Beta / Release Candidate Deploy -UAT Next Week Follow Up Items on the Q&A Document -Answers to Questions for ClearTran -Open Items 10/09/2013

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. 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. 410/09/2013

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 10/09/2013

6. Follow Up Items on the Q&A Document The following items need additional discussion Original Submission and Processed XML -After Processing Submitted XML is Returned as Processed XML with each Document Identified as Compliant or Non-Compliant -Processed XML provides: =Document Level Errors =Document IDs Re-submission of Cover Page Details -Management of Documents within a Transaction -Releasing a Tax Transaction for Editing -Documentation of Suggested Practices -Impact on Timeline 610/09/2013

7. Follow Up Items on the Q&A Document The following items need additional discussion Multiple Payments per Transaction -Current Payment Interface does NOT Support Partial Payments -Need for the ability to make partial payments? -As needed might be able to add in time for 11/4 deploy 710/09/2013

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 810/09/2013

9. Open Discussion & Notes The following items / issues were discussed 10/09/2013 Single eCheck of Full Amount is Acceptable There are still some outstanding questions regarding payment reconciliation Federal Liens Documents are NOT currently supported by the ACRIS EtaxCoverPageWs interface 910/09/2013