Specific Rules to be Incorporated for Phase 2

EIS:

1. For Division II Proposals only, the Terms of the Proposal on the EIS (<EIS/ProposalTerms>) MUST be completed as follows:
• one and ONLY one of option A, B, C or D IS required to be completed (ie. one of either <EIS/ProposalTermA>, <EIS/ProposalTermB>, <EIS/ProposalTermC> or <EIS/OtherProposalTermDescription>
• the anticipated completion date of the proposal is MANDATORY (<EIS/PlannedProposalCompletionDate>)


2. The field <EIS/Estate/PreviousCurrentProceeding> is a new field defined as optional, but for Division II Proposals, a true/false value IS required for this field. For Summary Administrations this field is highly desirable, however, it is not required by E-Filing at this time for backwards-compatibility reasons. Please note that this field is likely to become mandatory in future versions of this schema.
   If the user has indicated a "true" value for the <EIS/Estate/PreviousCurrentProceeding> field, at least one estate number MUST be entered in the <EIS/Estate/PreviousCurrentEstateNo> field.

3. Note that for all administration types, regardless of whether or not the user has entered a value for <EIS/Estate/PreviousCurrentProceeding>, the existing EIS field <EIS/Estate/PreviousBankruptcy> and the new EIS field <EIS/Estate/PriorReceivership> MUST contain a true/false value.



4. The element <EIS/TrusteeStatement/TaxRefundAssigned> is now optional in the schema because it is not required for Division II Proposals. This element is still MANDATORY for Summary Administrations.

Form 65:

1. The elements <Form65/PaymentsToEstate> and <Form65/PaymentsRequired> are now optional in the schema because they are not required for Division II Proposals. These elements are still MANDATORY for Summary Administrations.