ACRIS e-Recording for Portal Companies Next Steps September 18, /18/2013

Topics Significant Decisions Made High Level Timeline ⁻Web Service Guide Review Cycle ⁻Alpha Deploy Questions and Comments on Guides ⁻Payment Related Questions ⁻Other Questions 9/18/2013

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. 49/18/2013

High Level Timeline Start Dates ofEtaxCoverPageWsEpaymentsWsEsubmission Environment for Dev / Test8/12/2013 (current service) TBD (no later than alpha deploy) Initial Design8/8/20138/9/20138/5/2013 Draft Specification8/12/2013 8/7/2013 Specification Public Review8/23/2013 Finalize Specificiation8/30/2013 Release Specification / Guide9/6/2013 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 9/18/2013

Open Discussion & Notes The following items / issues were discussed 9/11/2013 Include the NYCServ Team as possible in next week’s call. Please provide a response to the provided guides by the close of business on 9/11. The response may be one of three options: 1) you have no questions, 2) you need more time or 3) here are my questions on the guides. We suggest that you create tax forms and cover pages in the dev/test environment to better understand possible use cases. The ACRIS team will be able to perform back office processing to leave submitted transactions in the various states. For support in creating tax forms and cover pages, you may refer to the online help for additional details. Online help is available directly at the following URLs: Etax = Cover Page = Or linked from the URL The ACRIS team will also make the online help available in the dev/test environment. In the dev/test environment the URLs will be similar to the above URLs with the server name a836- acris.nyc.gov replaced by acris.nyoss.com. 69/18/2013

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/ Alpha Web Services will be available starting COB 9/20/2013 Epayment Web Service Esubmission Web Service EtaxCoverPage Web Service 79/18/2013