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HomeMy WebLinkAboutC12-163 Exhibit A LPS LENDER PROCESSING SERVICES Exhibit A O :',7*.is4A4e4 ' . 11 A M LLI • rcAce a ACpbE.;:dC S41.114101t z 0 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Sign Off Workbook . • . • County Proposed Live Date • • • • • • • • Aptitude Solutions Headquarters 851 'Trafalgar Court. Suite 160-M Maitland, H. 32751 • • Phone 407.767.0570 Fax 407.260.23151 Toll Free 1.866.278.4765 • - Nt .aptitudesolutions.com • • Proprietary and confidential AU rights reserved. . . Copyright 2008 Lender Processing Services, Inc. 601 Riverside Avenue, Jacksonville, Florida 32204, USA 1 Labels and Annotations Acceptance Form Proprietary and confidential. All rights reserved. Copyright @ 2008 Lender Processing Services, Inc. 601 Riverside Avenue, Jacksonville. Florida 32204, USA 2 Please print out all of the OnCore Acclaim labels and place them on this sheet and also attach a printed copy of each annotation to this sheet. Each label and annotation should be initialed by the appropriate County representative for approval and then sign below. County Representative Project Manager Proprietary and confidential. All rights reserved, Copyright @ 2008 Lender Processing Services, Inc 801 Riverside Avenue. Jacksonville, Florida 32204, USA 3 Reports Acceptance Form Please prepare a compilation of all On Core Acclaim reports and attach them to this workbook. Each report should be initialed by the appropriate County representative for approval and then sign below. County Representative Project Manager Proprietary and confidential, Al! rights reserved. Copyright 2008 Lender Processing Services, Inc. 601 Riverside Avenue, Jacksonville. Florida 32204, USA 4 Specialty Document Acceptance Form Please prepare a compilation of all On Core Acclaim specialty documents and attach them to this workbook. Examples of Specialty Documents include, but are not limited to, Marriage Licenses and Passports. Each document should be initialed by the appropriate County representative for approval and then sign below. County Representative Project Manager Proprietary and confidential, All rights reserved. Copyright 2008 Lender Processing Services, Inc, 601 Riverside Avenue Jacksonville, Florida 32204, USA 5 Parallel Record Guidelines and Acceptance Form Aptitude Solutions has created the OnCore Acclaim Test Workbook to assist you with performing comparison tests between your current system and OnCore Acclaim. It is imperative that these tests are completed prior to the installation date so Aptitude Solutions can properly address any discrepancies. The OnCore Acclaim Test Workbook outlines two different test procedures. If your current system offers a test database, follow the steps for OnCore Acclaim Test Procedures. If you do not have a test database to create these transactions in, Aptitude Solutions recommends replicating a day's work. Follow the instructions for OnCore Acclaim Replication Test Procedures. Once you complete either or both tests, complete the sign off sheets located in the back of the workbook. Submit all receipts and reports to your Aptitude Solutions Project Manager. Proprietary and confidential. Ali rights reserved. Copyright t3 2008 Lender Processing Services. inc.. 601 Riverside Avenue. Jacksonville, Florida 32204 LISA 6 ONCORE ACCLAIM TEST PROCEDURES Follow the instructions below only if you have access to a test database for your current system. The test consists of creating 14 unique transactions in your test database and replicating them in the OnCore Acclaim test database. Warning: Do not create any additional transactions in either of the test databases unless instructed. By creating additional transactions, you could be altering the integrity of your reports. Step 1: Creating Transactions in the Current System's Test Database Create and record all transactions as a user who does not have supervisor's rights. Create all transactions logged in as the same user. Upon completing each transaction, generate a receipt. Save all receipts generated. These will be submitted to your OnCore Acclaim Project Manager. Note: Omit any transaction that does not apply to your recording department. For example if you do not accept Credit Card payments, omit Transaction #6 from the test. In addition, if there is a payment specific to your county and does not appear on this list, create a transaction with the payment for both databases. Transaction 1 (Cash Transaction w/ Cash Refund) • Create using an Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees g Affidavit 1 1 II Affidavit 1 1 Payment Type Amount ® Cash $20.00 Transaction 2 (Check Transaction) • Create using an Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees 11 Affidavit 1 1 Payment Type Amount U Check For the Exact Amount Due Proprietary and eon €identiat: Al! tights reserved. Copyright © 2008 Lender Processing Services. Inc. 601 Riverside Avenue. Jacksonville, Florida 32204. USA 7 Transaction 3 (Check Transaction w/ Check Refund) • Create using an Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees 111 Affidavit 1 1 II Affidavit 1 1 Payment Type Amount • Check $20.00 Transaction 4 (Escrow Deposit Transaction) • Create using an Escrow Agent Payment Type Amount II Check $500.00 Transaction 5 (Escrow Payment Transaction) • Create using an Escrow Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees III Deed 2 4 $150,000 Payment Type Amount • Escrow For the Exact Amount Due Transaction 6 (Credit Card Payment Transaction) • Create using an Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees III Affidavit 1 1 Payment Type Amount U Credit Card Amount Due + Credit Card Fee Proprietary and confidential. All tights reserved. Copyright 2008 Lender Processing Services, Inc , 601 Riverside Avenue. Jacksonville, Florida 32204, USA 8 Transaction 7 (Deferred Payment Transaction) • Create using a Deferred Agent. Note: Deferred Agents are agents that have the ability to postpone non - mandatory state fees. Doc Type # of # of Names Consideration Add'l Fees Pages Amt ® Deed 2 4 $150,000 Payment Type Amount Deferred Total Amount of State Non - Mandatory Fees 111 Check Total Amount of State Mandatory Fees Transaction 8 (No Charge Payment Transaction) • Create using an Always No Charge Agent Note: An Always No Charge Agents are never charged for recording fees. Doc Type # of Pages # of Names Consideration Amt Add'l Fees Affidavit 1 1 Payment Type Amount U No Charge $0.00 Transaction 9 (Allowed Shortage Transaction) • Create using an Agent Doc Type # of Pages # of Names Consideration Amt Add'I Fees U Deed 2 4 $150,000 Payment Type Amount II Check $1000.00 ® Override Override for Shortage Amount Proprietary and confidentiat. All eights reserved. Copyright © 2008 Lender Processing Services, Inc. 601 Riverside Avenue. Jacksonville. Florida 32204, USA 9 Transaction 10 (Certified Copy Fee Transaction) • Create using an Non -Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees I Satisfaction of Mort. 1 1 Certified Copy Payment Type Amount Cash Total Amount Due Transaction 11 (Journal Voucher Payment Transaction) • Create using a JV Agent Note: JV Agents are agents who have already deposited all state and non - mandatory fees to a specific General Ledger Account. Doc Type # of Pages # of Names Consideration Amt Add'l Fees II Deed 1 3 $150,000 Payment Type Amount U JV Total Amount Due Transaction 12 (Cashier's Check Payment Transaction) • Create using a Non -Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees • Affidavit 1 1 Payment Type Amount U Cashier's Check $10.00 Transaction 13 (Money Order Payment Transaction) • Create using a Non -Agent Doc Type # of Pages # of Names Consideration Amt Add'I Fees II Affidavit 1 1 Payment Type Amount II Money Order $10.00 Proprietary and confidential. Ali rights reserved. Copyright © 2008 Lender Processing Services. inc. 601 Riverside Avenue.. Jacksonville. Florida 32204. USA 10 Transaction 14 (Traveler's Check Payment Transaction) • Create using a Non-Agent Doc Type # of Pages # of Names Consideration Amt Add'l Fees Affidavit 1 1 Payment Type Amount U Traveler's Check $10.00 Proprietary and confidential Ali rights reserved. Copyright © 2008 Lender Processing Serwces Inc 60 Riverside Avenue Jacksonville, Flonda 32204. USA 11 Step 2: Creating Transactions in the OnCore Acclaim Test Database Create and record all the same transactions that were created in the current system's test database. Create all transactions in the Full Service Process. Upon completing each transaction, generate a receipt. Save all receipts generated. These will be submitted to your OnCore Acclaim Project Manager. Step 3: Generate and Compare Reports Perform a close out for both test databases. Generate all reports relating to the transactions. Recommended OnCore Acclaim reports are as follows: • Check Report • Daily Recap Report • Final Close Out Report • Daily Post to G/L (Credit Cards) • Daily Post to G/L (Non- Credit Cards) • Revenue Report for User Submit and review receipts and reports with your OnCore Acclaim Project Manager. Proprietary and confidential. All rights reserued. Copyright 6 2008 Lender Processing Services, Inc. 601 Riverside Avenue Jacksonville, Florida 32204, USA 12 ONCORE ACCLAIM REPLICATION TEST PROCEDURES Perform the OnCore Acclaim Replication Test Procedures if you do not have access to a test database for your current system. The OnCore Acclaim Replication Test Procedures consists of replicating one day's worth of work and reproducing in the OnCore Acclaim test database. Make an extra copy of each receipt generated on the specific day. In addition, run all close out reports for each user. Then reproduce each receipt in the OnCore Acclaim test database for each user. OnCore Acclaim reports will be generated and compared with the current reports. Aptitude Solutions recommends selecting a slow day, since you will be replicating a whole day's work. When reproducing the work in the OnCore Acclaim test database, generate a receipt for each transaction. In addition, run the recommended OnCore Acclaim reports: • Check Report • Daily Recap Report • Final Close Out Report • Daily Post to G/L (Credit Cards) • Daily Post to G/L (Non- Credit Cards) • Revenue Report for User Submit and review receipts and reports with your OnCore Acclaim Project Manager. Proprietary and con €idential. All rights reserved, Copyright © 2008 Lender Processing Services, inc. 601 Riverside Avenue. Jacksonville, Florida 32204. USA 13 ONCORE ACCLAIM TEST SIGN OFF SHEET Upon completing and reviewing the test results of either or both OnCore Acclaim Test Procedures and /or OnCore Acclaim Replication Test Procedures, complete the sign off sheets below. Place a check next to which test was performed: OnCore Acclaim Test Procedure OnCore Acclaim Replication Test Procedures Sign on the below line confirming that all test results were acceptable and there are no outstanding issues that were found during the OnCore Acclaim Test Procedure or OnCore Acclaim Replication Test Procedures. Printed Name: Signed Name: Proprietary and confidential All rights reserved. Copyright © 2008 Lender Processing Services, Inc. 601 Riverside Avenue. Jacksonville, Florida 32204. USA 14 Parallel Search Guidelines and Acceptance Form The purpose of the OnCore Acclaim Parallel Search test is to identify search anomalies in the converted data presented by Aptitude Solutions. Any anomalies that are discovered during this process should be communicated to your Project Manager, and these issues will be addressed and corrected by your assigned Conversion Programmer. Parallel Search testing is one of the most important milestones in your Software Installation and should be allocated several days of thorough testing. Below, we have prepared guidelines in order to assist you in systematically testing your data conversion. Proprietary and confidential. All rights reserved. Copyright © 2008 Lender Processing Services. Inc. 601 Riverside Avenue. Jacksonville. Florida 32204, USA 15 Search Sign Off I agree that, the search results for these records in the OnCore Acclaim system appear to be true and correct to my knowledge. Perform a Name search: For date: For each Book Type listed: For these primary DocTypes: For these categories: Search without using a comma Search with a comma Limit results by doctype Limit results by date range Sort each column Apply a filter Confirm the results Search by File Date: ➢ 30 days ➢ 90 days ➢ 1 year ➢ 5 years Perform a Book/Page search: Search the first page of a document Search the second page of a document Sort each column Apply a filter Confirm the results set Proprietary and confidential. All rights reserved. Copyright 012008 Lender Processing Services, Inc. 601 Riverside Avenue Jacksonville, Florida 32204. USA 16 Perform an Instrument Number search: Search on an instrument number Sort each column Apply a filter Confirm the results set Perform a Case Number search: Search on a case number Sort by each column Apply a filter Confirm the results set Perform a DocType /Category search: By selecting in the drop down list the doc type key By selecting the doctype from the doctype list Limit results by date range Sort each column Apply a filter Confirm the results set (Each of the above DocTypes the following dates have been tested) ➢ 30 days ➢ 90 days ➢ 1 year ➢ 5 years By selecting the category from the category list Proprietary and confidential All rights reserved. Copyright © 2008 Gender Processing Services. inc. 601 Riverside Avenue. Jacksonville, Florida 32204. USA 17 Perform a Permissions search: (Note: Please only test this if you have set up permissions for certain users and/or employees.) Search for name associated with blocked document type Free print search report Free print document detail Column reorder, resize, auto size Print does for free Perform a Consideration search: Search on consideration Sort each column Apply a filter Confirm the results set Perform a Record Date search: Search on record date Sort each column Apply a filter Confirm the results set Perform a Legal search: Using the Begin option Using the Contains option Limit results by choosing doctype from list Limit results by date range Sort each column Apply a filter Confirm the results set Perform a search on all Simple Searches: Proprietary and confidential. Al! rights reserved, Copyright 0 2008 Lender Processing Services, Inc. 601 Riverside Avenue, Jacksonville, Florida 32204, USA 18 B name and date range ran Y g Sort each column Apply a filter Confirm the results set Perform a search and apply a filter by: Party type Name Legal Doc Type Record Date Sort each column Confirm the results set Test Detail View Functions: View Next in Result Row View Next Instrument Number View Image View Thumbnails View DocLinks View Book/Page Return to Results Link Confirm the results set Data Check: Proprietary and confidential. All rights reserved. Copyright © 2008 Lender Processing Services. Inc. 601 Riverside Avenue. Jacksonville. Florida 32204. USA 19 ➢ Compare the number of results in OnCore Acclaim to the number of results that were in your previous system. ➢ Check ALL of the following criteria: (Note: Please only test the ones that apply.) ❑ Record Date ❑ Name Search ❑ Agent Search El Doc Type Search ❑ Category Search ❑ Legal Search ❑ Doc Legal Search ❑ Are the fields parsed out in the correct OnCore Acclaim Doc Legal fields ❑ Case Number Search ❑ Parcel ID Search ❑ Simple Search I agree that search results for these records in the OnCore Acclaim system appear to be true and correct to my knowledge. I've reviewed all column results and search screen details for ALL of the searches above and all information displays accurately. County Representative Date Proprietary and confidential. All rights reserved. Copyright © 2008 Lender Processing Services. Inc. 601 Riverside Avenue. Jacksonville, Florida 32204. USA 20 4 )r_ o Acclaim OnCore Acclaim Data and Image Conversion Sign -Off Package (Enter County Name, State) The documents identified by the attached Book Summary have been reviewed by County staff and professional search personnel. The signatures below indicate concurrence that the documents reviewed have been converted accurately. If any inaccuracies in the converted data or images are found at any time after Go -Live it is the responsibility of Aptitude Solutions to correct the issues free of charge. The County shall have 30 days post Go -Live to submit additional data or images for conversion/correction. These submissions shall be corrected by Aptitude Solutions at no cost. Any submissions after 30 days may incur additional costs. Signed: , Aptitude Solutions Conversion Services Manager Date: , Aptitude Solutions Project Manager Date: , County Official or Designee Date: Proprietary and confidential. All rights reserved. Copyright ()2005 Lender Processing Services. Inc. 601 Riverside Avenue. Jacksonville, Florida 32204. USA 21 / , / a 4 § s» 2 / // 0 0) 24 E c 2 /\ to Z @ �/ k = C j � � at o @ 8 ) ® / / \ 2 ( i •D ® $< = 2 7 u) \) CO m 2 �£ C ® } CO % : E > 0 5 E R / �� ® \ CO F2 o_ m 2 ., o § q� ° R § CO 22 k� { ® § w •> & \ O �7 m 1 i_ c E ) 0 w /f Z in �� / �k \ C E � w §$6 3 O = E _ § >, z b c o m CD 2 / % 0 c o rts ° # CA2/ $ § t $t o 0) 2 c E % @ cts o_ @ % ƒ 7 / o k 2•— g u CO > E.0 -0 E t ocE & � �.§ § 2 j G • 0 § & R 2 '0)S E f E CI _ ( co co 0 / O 0 E > k E « co (a fcs e m Q / as 2 Ek - / f k\ Q 2 k if) TS' C k k Q ._ CO w m g o % 2 $ f) - CS £ c �a 2 2 c �f / 000 a co U D% / f f 3 % Programming Changes Acceptance Form Please complete and review the Program Change request form on the next page of this workbook. This request form should consist of the Request Log #, the Go Live status - whether or not this change is expected by the County to be operational at the time of Live implementation of the OnCore Acclaim Software - a complete description of the change, approximate programming hours needed to complete this change, and an associated cost of the change when applicable. Each change should be initialed by the appropriate County representative for approval and then sign below. Proprietary and confidential. All rights reserved. Copyright d 2008 Lender Processing Services, inc 601 Riverside Avenue, Jacksonville. Florida 32204, USA 23 Q W ca L t 40 O U. Ile y ��.EEEyyyyl ♦ 0 O .ry 5 6 L g U r.., t+ : X ro a a Q': a 4b � e� ? o o y c d 0 a] s--1 a . U N • ,-- 1 • Cry .--1 y '� N a a O c CO z o �b 0 U b o U v , w p a, 3 CD p,, l fl CL. v w ° O',U .la' o o . 0 0 � oa'�� U U O c a) v) ¢+ r-1 v , c O , AAAA 0 E-+ *k QQ O V ^ CO * .> N OnCore Acclaim Product Acceptance Form I, fully agree that the OnCore Acclaim product is live and in production. I have listed in detail all outstanding items remaining after the live date below, however these items are not prohibiting the daily use of the OnCore Acclaim product. By signing below, I fully accept the OnCore Acclaim application. County Representative Signature Project Manager Signature All outstanding items will be assigned to a help desk representative for resolution. Items Outstanding 1.) 2.) 3.) 4.) 5.) Proprietary and confidential. All rights reserved. Copyright O 2008 Lender Processing Services: Inc 601 Riverside Avenue, Jacksonville. Florida 32204, USA 25 OnCore Acclaim Installation Survey Please take a moment to fill out a quick survey to help us improve the installation process and the support team. (1 = Lowest, 5 = Highest) 1.) How was the overall satisfaction of the installation? 1- 2 -3-4 -5 Comments: 2.) How would you rate the overall performance of your Project Manager(s)? 1- 2 -3-4 -5 Comments: 3.) Did your Project Manager(s) meet all of your needs in a timely manner? 1- 2 -3-4 -5 Comments: 4.) Is there anything that could have made the installation smoother and easier for you? County Representative Project Manager Proprietary and confidential. All rights reserved. Copyright 02008 Lender Processing Services. Inc . 601 Riverside Avenue, Jacksonville, Florida 32204, USA 26