Office of Transportation and Air Quality
(OTAQ) Fuels Programs Registration
User Guide
Version 3.01
CD&
&EPA
United States
Environmental Protection
Agency
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Office of Transportation and Air Quality
(OTAQ) Fuels Programs Registration
User Guide
Version 3.01
Compliance Division
Office of Transportation and Air Quality
U.S. Environmental Protection Agency
Prepared for EPA by
CGI Federal
EPA Contract No. GSOOQ09BGD0022
Work Assignment No. EP-G11H-00154
United States
Environmental Protection
Agency
EPA-420-B-14-081
September 2014
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Table of Contents
1 I ntroduction 1
2 Registration 2
2.1 CDX Registration 2
2.2 OTAQReg Registration for New CDX Users 2
2.2.1 Proceed to LexisNexis 7
2.2.2 Print and Sign CDX Electronic Signature Agreement 12
2.3 OTAQReg Registration for Existing CDX Users 13
2.3.1 Proceed to LexisNexis 16
2.3.2 Print and Sign CDX Electronic Signature Agreement 21
3 User Profiles 23
3.1 Create a New User Profile (New OTAQReg Users) 23
3.2 Edit Existing User Profile 25
3.3 Deactivated Users 26
4 Company Associations 27
4.1 Add Company Association 27
4.2 Update Company Roles 32
4.3 Remove Existing Company Association 36
4.4 Pending Company Association Requests 40
5 Create New Company 42
5.1 Verify Company Does Not Exist in OTAQReg 43
5.2 Create Company Details 44
5.2.1 Select Company Roles 46
5.3 Adding Company Facilities 47
5.4 Verify Facility Does Not Exist in OTAQReg 49
5.5 Review and Submit New Company Information 55
5.6 Pending New Company Requests 57
6 View Company Details 61
7 Edit Company Details 63
7.1 Edit Company Details 63
7.2 Review Company Details Changes 67
7.3 Pending Company Update Request 70
7.4 Edit Facility Details 72
7.5 Remove Facility 76
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7.6 Initiate RCO Update Request 78
7.7 Pending RCO Update Request 81
8 Appendix A: OTAQ Registration Roles 84
8.1 OTAQ Registration Roles 84
8.2 OTAQ Program Roles: 84
9 Appendix B: Using the e-Signature Widget 86
10 Appendix C: OTAQ Registration Lists 88
11 Appendix D: Support Information 89
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List of Figures
Figure 2-1 Terms and Conditions 2
Figure 2-2 Add Program 3
Figure 2-3 Part I User Information 3
Figure 2-4 Part 2 Organization Information - Organization Search 4
Figure 2-5 Part 2 Organization I nformation 5
Figure 2-6 Confirmation 5
Figure 2-7 Core Registration Email Verification Request 6
Figure 2-8 Identity Verification Page 7
Figure 2-9 LexisNexis 8
Figure 2-10 LexisNexis Results 9
Figure 2-11 Retry LexisNexis 10
Figure 2-12 20-5-1 Challenge Questions and Answers 10
Figure 2-13 Electronic ESA 11
Figure 2-14 MyCDX Home Page 11
Figure 2-15 Paper ESA 12
Figure 2-16 MyCDX Home Page 13
Figure 2-17 MYCDX Home Page 14
Figure 2-18 Manage Program Services 14
Figure 2-19 Edit Account Profile 15
Figure 2-20 Organization I nformation 15
Figure 2-21 Identity Verification 16
Figure 2-22 LexisNexis 17
Figure 2-23 LexisNexis Results 18
Figure 2-24 Retry LexisNexis 19
Figure 2-25 20-5-1 Challenge Questions and Answers 19
Figure 2-26 Electronic ESA 20
Figure 2-27 MyCDX Home Page 20
Figure 2-28 Paper ESA 21
Figure 2-29 MyCDX Home Page 22
Figure 3-1 MyCDX Home Page 23
Figure 3-2 Edit User Profile Page 24
Figure 3-3 OTAQ Registration Home Page 24
Figure 3-4 OTAQ Registration Home Page 25
Figure 3-5 Edit User Page 25
Figure 3-6 OTAQ Deactivated Home Page 26
Figure 4-1 OTAQ Registration Home Page 27
Figure 4-2 Associate to Company Search Page 27
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Figure 4-3 Associate to Company Search Results 28
Figure 4-4 Associate to Company: Create Company Associations Page 28
Figure 4-5 Company Roles Pop-Up 29
Figure 4-6 Associate to Company: Create Company Associations Page with Roles 29
Figure 4-7 Associate to Company: Review Page 30
Figure 4-8 Further Action Required Pop-up 30
Figure 4-9 Associate to Company: Submit Request Page 31
Figure 4-10 Further Action Required Page 31
Figure 4-11 OTAQ Registration Home Page 32
Figure 4-12 Update Company Associations Page 33
Figure 4-13 Update Roles 33
Figure 4-14 Updated Company Associations 34
Figure 4-15 Confirm Updated Company Association 34
Figure 4-16 Further Action Required Pop-up 35
Figure 4-17 Submit Request Page 35
Figure 4-18 Further Action Required Page 36
Figure 4-19 Remove Company Association 37
Figure 4-20 Remove Company Pop-Up 37
Figure 4-21 Removed Company Association 38
Figure 4-22 Remove Company Association Confirmation 38
Figure 4-23 Further Action Required Pop-up 39
Figure 4-24 Submit Request Page 39
Figure 4-25 Further Action Required Page 40
Figure 4-26 Pending Company Association Requests 41
Figure 4-27 Company Association Request 41
Figure 5-1 OTAQ Registration Home Page 42
Figure 5-2 Associate to Company: Search for Existing Company Page 43
Figure 5-3 Associate to Company: Search for Existing Company Results 43
Figure 5-4 Create New Company: Company Details Page 44
Figure 5-5 Program Types and Business Activities 45
Figure 5-6 Company Contacts 46
Figure 5-7 Create New Company: Company Roles 46
Figure 5-8 Company Roles Pop-Up 47
Figure 5-9 Selected Company Roles 47
Figure 5-10 Create New Company: Facility List 48
Figure 5-11 Create New Company: Facility List Requires Facility 48
Figure 5-12 Create New Company: Facility Type 48
Figure 5-13 Create New Company: Facility Activities 49
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Figure 5-14 Create New Company: Search for Existing Facility 49
Figure 5-15 Facility Search Results 50
Figure 5-16 Create New Company: Basic Facility Details 50
Figure 5-17 Create New Company: Facility Details 51
Figure 5-18 Create New Company: Facility List 52
Figure 5-19 Select Existing Facility 52
Figure 5-20 Existing Facility Details 53
Figure 5-21 Create Facility Details 54
Figure 5-22 Review Facility List 55
Figure 5-23 Create New Company: Review 55
Figure 5-24 Further Action Required Pop-up 56
Figure 5-25 Create New Company: Submit Request Page 56
Figure 5-26 Further Action Required Page 57
Figure 5-27 OTAQ Registration Home page: Pending Requests 58
Figure 5-28 New Company Request 59
Figure 6-1 OTAQ Registration Home Page 61
Figure 6-2 Company Information: Company Details 62
Figure 7-1 OTAQ Registration Home Page 63
Figure 7-2 Company Information: Company Details 64
Figure 7-3 Company Details Edit Page 65
Figure 7-4 Company Information: Review 67
Figure 7-5 Further Action Required Pop-up 68
Figure 7-6 Company Information: Submit Request Page 68
Figure 7-7 Further Action Required Page 69
Figure 7-8 Updated Company Pending Request 70
Figure 7-9 Company Update Request 71
Figure 7-10 Facility Details Tab 73
Figure 7-11 Company I nformation: Facility List 74
Figure 7-12 Company I nformation: Facility Type 74
Figure 7-13 Company I nformation: Facility Activities 74
Figure 7-14 Company Information: Basic Facility Details 75
Figure 7-15 Company I nformation: Facility Details 76
Figure 7-16 Facility List: Updated Facility 76
Figure 7-17 Company Information: Facility List 77
Figure 7-18 Remove Facility Confirmation 77
Figure 7-19 Facility List: Removed Facility 77
Figure 7-20 Initiate RCO Update Request 78
Figure 7-21 RCO Update 79
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Figure 7-22 Further Action Required Pop-up 80
Figure 7-23 Submit Request 80
Figure 7-24 Further Action Required Page 81
Figure 7-25 Pending RCO Update 82
Figure 7-26 RCO Update Request 83
Figure 9-1 Authentication 86
Figure 9-2 Answer Secret Question 86
Figure 9-3 Sign File 87
Figure 10-1 Registration Lists 88
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1 Introduction
This document is the User Guide for the OTAQ Fuels Program Registration (OTAQReg) online
application. It describes the processes a user must follow to register; update their user profile;
associate to companies as well as create, view, and edit companies.
If you have any questions about the content, format, or policies for the Office of Transportation
and Air Quality (OTAQ) please reference the Fuels Program website at
http ://www. epa.gov/otaq/fuel s/index .htm.
If you have any general or technical questions related to the Central Data Exchange (CDX) you
may contact any of the following:
Telephone - Person-to-person telephone support is available from the CDX Help Desk 8:00
am to 6:00 pm EST. Call our toll-free line at 888-890-1995.
Email - Send e-mail to Technical Support at helpdesk@epacdx.net with "Technical Support"
in the Subject line.
If you have any questions relating to fuels programs registration, reporting, or OTAQReg, please
contact the EPA Fuels Programs and EMTS Support Line: support@epamts-support.com.
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2 Registration
The following sections describe how to register for the Fuels Programs Registration (OTAQReg)
application.
2.1 CDX Registration
The OTAQReg application is hosted by the Central Data Exchange (CDX). CDX is the system
that EPA has provided to all programs to standardize and centralize the reporting functions and
data submissions that are required of the various EPA regulated communities. In order to access
OTAQReg, users must first be registered users of CDX.
Registration for the OTAQReg application is open to all CDX users. If you are an existing CDX
user please refer to Section 2.3.
2.2 OTAQReg Registration for New CDX Users
If you do not have an existing CDX user account please go to the following URL and complete
your CDX Registration: https://cdx.epa.gov/Registration/Terms.
Figure 2-1 displays the Terms and Conditions page.
Figure 2-1 Terms and Conditions
Terms and Conditions
The access and use of CDX Registration for the electronic submittal of environmental information require the creation of a user ID and password that I must
maintain and keep confidential. I will review the following steps concerning the creation and maintenance of a user ID and password.
Warning Notice
EPA's Central Data Exchange Registration procedure is part of a United States Environmental Protection Agency (EPA) computer system, which is for
authorized use only. Unauthorized access or use of this computer system may subject violators to criminal, civil, and,-or administrative action. All information
on this computer system may be monitored, recorded, read, copied, and disclosed by and to authorized personnel for official purposes, including law
enforcement. Access or use of this computer system by any person, whether authorized or unauthorized, constitutes consent to these terms.
Privacy Statement
EPA will use the personal identifying information which you provide for the expressed purpose of registration to the Central Data Exchange site and for
updating and correcting information in internal EPA databases as necessary. The Agency will not make this information available for other purposes unless
required by law. EPA does not sell or otherwise transfer personal information to an outside third party. [Federal Register: March 1 8, 2002 (Volume 67,
Number 52)][Page 12010-12013].
Choosing a CDX Password
Fnr n~)X rprmrrflrlnn niirnnsp"; I anrpp rn selprr a nssswnrd whirh wiil nnr HP pasilv nupssprl fe n mv nsrnp mv rhilrlrpn'^ name"; hirfhHsvs prr 1
'*' I Accept
. I Decline
Proceed I Cancel
After accepting the Terms and Conditions you will see the "Request Program Service" page.
This page will display the full list of CDX program services, make sure to select "OTAQREG:
Office of Transportation and Air Quality Fuels Registration", as shown in Figure 2-2. You can
do this by either typing OTAQReg in the text field or scrolling down through the list of program
services.
Note: Users should not register for multiple CDX accounts.
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If you are an existing CDX user please refer to Section 2.3.
Figure 2-2 Add Program
Core CDX Registration
CD Contact Us
. Request Program Service
2. Request Role Access 3. Provide User and Organization Information 4. Confirmation
Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or Clean Air Act).
Active Program Services List
OTAQREC
OTAQREC: Office of Transportation and Air Quality Fuels Registration
Click on the hyperlinked name to select the program service and navigate to the next step in
registration. Figure 2-3 will display the Provide User and Organization Information page.
Figure 2-3 Part I User Information
In -t . , r - 1
Description of Fieldsฎ
The program you are registering for requires additional proof of identity. Later in the registration process you will be given the option to use LexisNexis, an
identity proofing service. LexisNexis will pull your first, middle and last name exactly as it is entered on this page-
User ID y TestU
Title ' Miss
First Name * Jane
Middle Initial
ser6
R
Last Name * Smith
Suffix _Ptee
ise Select- | T |
Password v ********
Re-type Password * ซ**ซ****
Security Question 1 * What
Security Question 2 * In wl
Security Question 3 * What
street did you live on in third grade? |_^J| grade
at city does your nearest sibling live? | T | live
is your least favorite food? [ w | food
Enter your personal information and select three security questions. Scroll down to complete the
organization information section, as shown in Figure 2-4.
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Figure 2-4 Part 2 Organization Information - Organization Search
Part 2: Organization Information
Search for your organization using the text box below. You may search by entering the Organization Name or the Organization ID,
Chemical
Select your organization from the table below.
Organization Nan
Address
CHEMICAL COMPANY 1 2338 MAIN ST.
MARUBENI SPECIALTY CHEMICALS, INC. 8675 HIDDEN RIVER PARKWAY
City State ZIP Code
FAIRFAX VA 22033
TAMPA FL 33637
Can't find your organization^ Use advanced search or request that we add your organization.
Enter an organization name and click the "Search" button. Matching search results will display
in a table below. If you do not see your organization you can try the advanced search or create a
new organization through the links located directly below the search results table.
Select your organization from the table by clicking on the hyperlinked Organization ID. Once
you have selected an organization, additional fields will display, as shown in Figure 2-5 Part 2
Organization Information
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Figure 2-5 Part 2 Organization Information
Part 2: Organization Information
CHEMICAL COMPANY
Mailing Address
12338 MAIN ST.
FAIRFAX, VA, US
22033
Provide Additional Contact Information:
Email v
Re-enter Email v
Phone Number y
Phone Number Ext
Fax Number
Wrong organization information? Back to Search Results, Use advanced search or request that we add your organization.
Enter your email address and phone number in the fields provided. Click the "Submit Request
for Access" button. Figure 2-6 will display.
Figure 2-6 Confirmation
Confirmation Qcontacti
A few more steps...
You ^vill soon receive an email confirmation message (at melissa-kirby^cgifederaLcom) asking you to follow a link to activate your user account- Follow that link to
complete your registration. Please contact the help desk if you have any issues at 888-890-1995 or (970) 494-5500 for callers from Puerto Rico and Guam.
Confirmation Number: d59be894-becc-4a3f-84da-dca3dcOl 4af9
After receiving this confirmation message you will need to check your inbox for an email from
the CDX Help Desk. This email will contain a URL to continue through registration, as shown in
Figure 2-7.
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Figure 2-7 Core Registration Email Verification Request
You have successfully created an account with the EPA Central Data Exchange (CDX}.
In order to complete your registration and begin using the system, you will need to confirm your account by clicking the hyperlink below and s
ssfulty logging in. You will need to enter the UserlD (TESTUSER6) and
https://dev.gpacdx.ngt/RgBistration/Emai:V3iidatiOO?code=d59oe334-oei:i:-433f-S4da-dc33dc014af9
If you click the link and it appears to be broken, please copy and paste it into a new browser window.
Once you have successfully logged into your account, you may be required to provide additional information. Any additional information will need to be completed before you are able to access your Program Service.
Please do not respond to this message. If you have questions concerning this request, you may contact us by email at helpdesk@epacdx.net or by calling the CDX Technical Support Staff through our toll free
telephone support on 888-890-1995 between Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For callers from Puerto Rico and Guam, the CDX Help Desk can also be reached at (970) 494-5500.
Sincerely
CDX Help Desk
United States Environmental Protection Agency - Central Data Exchange
Click on the hyperlink provided in the email. Clicking on this link will open a new browser
window displaying the CDX log-in page. Enter your log-in credentials created during the
registration process and click the "Log-in" button.
After logging into CDX you will be taken to the "Identity Verification" page, as shown in Figure
2-8.
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Figure 2-8 Identity Verification Page
CDX Registration: Additional Verification acontactis
Last Login: 6;14;2013 9:03:47 AM
. Identity Verification
2. Electronic Signature Agreement
The program you are registering for requires additional proof of identity. Your options are to use LexisNexis*, an independent 3rd-Party electronic identity
proofing service or to print and submit a signed form through U.S. Postal Mail to the U.S. Environmental Protection Agency.
EPA uses third party sites to offer you a way to immediately comply with identity proofing requirements. The alternative paper process may take 1 0 days or more.
When using these sites, the information provided is consistent with the intended purpose of the EPA website-
Note: By clicking [Proceed to Verification] you understand the service is totally voluntarily and that you are validating personally identifying information including
last 4 digits of SSN against a 3rd-Party service LexisNexis*, which will return evidence of validation of your personally identifying information back to the U.S.
Environmental Protection Agency. The U.S. EPA will not collect or retain sensitive, personally identifying information such as SSN; however, EPA will receive evidence
of identity validation which may be used to identify you for legal purposes.
You may sign the paper form if Jou do not want to use the automatic verification process.
Note: You will receive a limited number of attempts to complete identity verification. Please review all personal information carefully prior
to submitting. If you need to modify the personal information listed below, please contact the CDX Help Desk.
First Name: Jane
Last Name: Smith
B I have reviewed the name presented above and I would like to proceed with LexisNexis. Additional LexisNexis Identity Proofing Guidance
Proceed to Verification I Cancel
This page will provide you with two options: (1) use LexisNexis Identity Proofing to
electronically validate your identity, allowing you to electronically sign an Electronic Signature
Agreement (ESA) or (2) move forward to print, sign and mail in a paper ESA. Section 2.2.1 will
take you through the process of completing LexisNexis and electronically signing your ESA.
Section 2.2.2 will take you through the process of printing, signing and mailing in your paper
ESA.
2.2.1 Proceed to LexisNexis
This section will take you through the registration steps if you choose to use the LexisNexis
Identity Proofing process.
If you choose to proceed with LexisNexis you will need to review all of the information provided
on the Identity Verification page, as shown in Figure 2-8 above. After you have reviewed the
information and verified your first and last name, check the checkbox and click the "Proceed to
Verification" button.
LexisNexis Identity Proofing will be completed in a separate pop-up window. The first page will
display an acknowledgement statement. Click the "OK" button. The next screen will require you
to enter personal information. Figure 2-9 displays the LexisNexis pop-up window and required
fields.
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Figure 2-9 LexisNexis
https -'iecure.accurint.com/app/bp5 epa
j| LexisNexis Risk Solutions FL Inc. [US]
LexisNexis ซ I Verification for EPA
* Required Fields
Authorized Representative
Last Name'
First Name :
Middle Name
Smith
Jane
SS!; .Las:-:.
Home Address'
Ho rue City '
Home State'
Home Zip*
Home Phone
- State -
Date of Birth
3
LexisNexis1
About LexisNexis | Privacy Policy
Internet | Protected Mode: On
After entering information in each field, click the "Submit" button. After completing this step the
LexisNexis popup window will display a confirmation message. Click the "OK" button to close
the popup window and return to the CDX application.
Note: The LexisNexis popup window will pre-populate your first and last name with the information entered
during core registration. These fields will be read-only.
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Figure 2-10 LexisNexis Results
|| CDX Registration: Additional Verification
LexisNexis- Results
E3 Contact Us I
Last Login: 6/14/2013 9:03:47 AM
1. Identity Verification
2. Electronic Signature Agreement
Your identity verification scores have been received from LexisNexis* and will be processed after you click the Continue button. If your scores do not meet the
minimum requirements set by the program office, then you will be directed to print, sign, and mail the electronic signature agreement (ESA).
Click the "Continue" button to process your LexisNexis score and proceed with registration.
Figure 2-10 displays the Identity Verification page. If you are successfully identity proofed by
LexisNexis you will be taken to the Challenge Questions and Answers page, as shown in Figure
2-12. If you are not successfully identity proofed by LexisNexis you will be taken to the
Electronic Signature Agreement page to print, sign and mail in your ESA.
In some cases, you may be eligible to retry LexisNexis validation. If you are eligible for this
retry you will be taken to the Retry LexisNexis page where you can launch the popup window
once again. You will also be presented with the opportunity to verify or edit your first name, as
shown in Figure 2-11. The opportunity to edit your first name will only be presented to you as
long as you do not have another CDX role with a status of "Awaiting ESA." At this point you
may also choose to opt-out of the LexisNexis identity proofing by clicking the "Sign Paper
Form" button.
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Figure 2-11 Retry LexisNexis
CDX Registration: Additional Verification
LexisNexis5 Results
OLcntact Us
8 30 2013 4:05:31 PM
1. Identity Verification
2. Electronic Signature Agreement
CDX was unable to verify the personal information provided. Use the 'Retry LexisNexis' button to re-validate the personal information. Be sure to:
Input your full first name
Do not provide a nickname
Input your home phone number
Input your prior home phone number if moved within last 6 months
Input your prior home address if moved within last 6 months
Please check your data below, and make any necessary changes, before retrying the LexisNexis verification process.
First Name: Jane
Retry LexisNexis Sign Paper Fon
Click the "Retry LexisNexis" button. You will then be returned to the Identity Verification Page,
as seen in Figure 2-8, and may begin your verification again. LexisNexis retries may be
attempted up to five times before the identity proofing will be considered unsuccessful.
Figure 2-12 20-5-1 Challenge Questions and Answers
Central Data Exchange
CDX Registration: Additional Verification
EH Contact Us
Last Login: 6,14/2013 9:46:13 AM
1. Identity Verification ฉ ^^^^^^^^^^^Q
You are registered for a program that requires eSignature PIN Verification. Please select five (5) challenge questions and answers. The questions that you select
should be questions that you can remember, but difficult for anyone else to guess.
Select 5 Challenge Questions and Answers
What is your favorite pet's name? | ^ ||
Where did you graduate from high school? | T
Who is your favorite author? | T ||
What is the last name of your favorite teacher? | * ||
What is your favorite song? | T |
^a
name
school
author
teacher
song|
Once you have answered your 20-5-1 Challenge Questions you will need to click the "Save
Answers" button, as seen in Figure 2-13, to be taken to the electronic version of the Electronic
Signature Agreement. From this page you will click the "Sign Electronically" button, as shown
in Figure 2-13.
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Figure 2-13 Electronic ESA
U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
to EPA's Central Data Exchange (CDX). and as a representative for:
Electronic Signature Holder Company Information
Organization Name:
Address:
City. State. Zip:
Province:
Country:
Phone Number:
E-mail Address:
Registrant's Name:
CGI FEDERAL
TEST
test
TEST, VA 00000
US
(345) 654-7437
J.Smith@chemicalco.com
Jane Smith
'
Sign Electronically I Canes
Clicking the "Sign Electronically" button will trigger a popup window which allows you to
complete the e-signing process. This popup window will prompt you to enter your CDX
password, answer one of the 5 challenge questions and click the "Sign" button. Please reference
Appendix B: Using the e-Signature Widget for instructions on signing electronically.
After your e-signature has been processed you will be redirected to the MyCDX Home page.
Your MyCDX page will now display an active hyperlink to open the OTAQReg application, as
shown in Figure 2-14.
Figure 2-14 MyCDX Home Page
Central Data Exchange
L] Contact Us
6/1 7/201 3 11:51:54 AM
MyCDX Inbox My Profile Submission History
News and Updates
Manage Your Program Services No news-updates.
Status Program Service Name
OTAQREG: Office of Transportation and Air Quality Fuels
Registration
Role(s)
Fuels Programs
Registration
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2.2.2 Print and Sign CDX Electronic Signature Agreement
This section will take you through the registration steps if you choose to print, sign and mail a
paper ES A.
If you choose to opt-out of LexisNexis or you are not successfully identity proofed by
LexisNexis you will be taken to the Electronic Signature Agreement page to print, sign and mail
in your ESA. Figure 2-15 displays the paper version of the Electronic Signature Agreement.
Figure 2-15 Paper ESA
U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
to EPA's Central Data Exchange (CDX). and as a representative for:
Electronic Signature Holder Company Information
Organization Name: CGI FEDERAL
TEST
Address:
test
City, State, Zip: TEST, VA 00000
Province:
Country: US
Phone Number: (345) 654-7437
E-mail Address: J.Smithgchemicalco.com
Registrant's Name: Jane Smith
Clicking the "Sign Paper Form" button will trigger a popup window which allows you to print
the ESA.
Print, sign and mail the CDX ESA to the Fuels Program Helpdesk at one of the following
mailing addresses:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1200 Pennsylvania Ave NW
Washington, DC 20460
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Note: When using a commercial delivery service, do not use the U.S. mail address (or vice versa) as your mail
will be delayed, may be returned to you, or may even never arrive at our offices. Be aware that sending materials
via US Mail will require an irradiation process and could possibly delay delivery.
Paper ESAs will be processed and activated by EPA. Once your ESA has been activated you will
be able to complete the 20-5-1 Challenge Questions, as seen in Figure 2-12.
New companies, company associations, company updates and RCO updates submitted within the
OTAQReg application will not be accepted until your CDX ESA is received by the Fuels
Program. If you have any questions regarding the status of your ESA, please contact the EPA
Fuels Program Support Line by sending an email to support@epamts-support.com.
Figure 2-16 MyCDX Home Page
Central Data Exchange
E3Contact Us
Last Login: 6,17/2013 11:51:54 AM
box My Profile Submission History
News and Updates
Manage Your Program Services NQ news ,updates
Status Program Service Name
A OTAQREG; Office of Transportation and Air Quality Fuels
Registration
Role(s)
Fuels Programs
Registration
You will be given the "Fuels Programs Registration" program service link, as seen in Figure
2-16.
Existing CDX users should refer to Section 2.3 for further details.
2.3 OTAQReg Registration for Existing CDX Users
This section is only for existing CDX users who do not have OTAQReg access. New CDX users
should refer to Section 2.2 for further details.
After logging into CDX, Figure 2-17 will display. To register for OTAQReg you must first add
the dataflow to your account.
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Figure 2-17 MYCDX Home Page
I Central Data Exchange
[13Contact Us I
6,17/2013 11:51:54 AM
MyCOX Inbox My Profile Submission History
Status Program Service Name
A DEMO4: Submit Now 2
LEXIS: 3rd Party Validation Test Application
News and Updates
- No news (updates.
Role(s)
Certifier
Certifier
Add Program Service
Click the "Manage Your Program Services" link. Figure 2-18 will display.
Figure 2-18 Manage Program Services
Central Data Exchange
You are here: MyCOX * Manage Program Services
Manage Program Services
Add Program Service I Back to MyCDX
BP AAMCO, 1929 MAIN STREET, FAIRFAX, VA, US 22033, (928) 734-9873
^ DEMO4: Submit Now 2
LH Contact Us
Last Login: 6/17/2013 12:09:39 PM
Collapse Expand All
ฉ Request New Role
Click the "Add Program Service" button. This button will take you to the Edit Account Profile
page, as shown in Figure 2-19.
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Figure 2-19 Edit Account Profile
Edit Account Profile
1. Request Program Service
OContact Us
Last Login: 6/17,2013 12:09:39 PM
2. Request Role Access 3. Organization Information
Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or Clean Air Act).
Active Program Services List
OTAQREGl
OTAQREC: Office of Transportation and Air Quality Fuels Registration
The "Edit Account Profile" page lists all of the available data flows available for registration.
You will need to begin typing "OTAQREG" in the text field or scroll down and search for
OTAQREG within the list. Click on the hyperlinked name to select the program service and
navigate to the next step.
After selecting the OTAQREG program service you will be taken to the Organization
Information page where you can choose from a list of organizations that you already have access
to or gain access to an additional organization, as shown in Figure 2-20.
Figure 2-20 Organization Information
Edit Account Profile
1. Request Program Service ฉ 2. Request Role Access ฉ
Registration Information
Program Service: Office of Transportation and Air Quality Fuels Registration
Role Registration
OContact Us
Last Login: 6/1 7/2013 12:09:39 PM
3. Organization Information
Provide Organization Details
* Select a Current Organization
Request to Add an Organization
Select a Current Organization
Select an organization from the dropdown list.
a
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Select or add an organization and click the "Submit Request for Access" button.
If you have already been identity proofed or have a paper ESA for that organization you will be
taken directly to the MyCDX Home page.
If you have not been identity proofed and do not have an ESA for that organization, you will be
taken to the Identity Verification page, as shown in Figure 2-21. Here you will have two options;
print, sign and mail a paper ESA or complete LexisNexis Identity Proofing and e-sign an ESA.
Figure 2-21 Identity Verification
CDX Registration: Additional Verification acomaaus
Lasl Login: 6/1 4/201 3 9:03:47 AM
. Identity Verification
2. Electronic Signature Agreement
The program you are registering for requires additional proof of identity. Your options are to use LexisNexis*, an independent 3rd-Party electronic identity
proofing service or to print and submit a signed form through U.S. Postal Mail to the U.S. Environmental Protection Agency.
EPA uses third party sites to offer you a way to immediately comply with identity proofing requirements. The alternative paper process may take 1 0 days or more.
When using these sites, the information provided is consistent with the intended purpose of the EPA website.
Note: By clicking [Proceed to Verification] you understand the service is totally voluntarily and that you are validating personally identifying information including
last 4 digits of SSN against a Erd-Party service LexisNexis*, which will return evidence of validation of your personally identifying information back to the U.S.
Environmental Protection Agency. The U.S. EPA will not collect or retain sensitive, personally identifying information such as SSN; however, EPA will receive evidence
of identity validation which may be used to identify you for legal purposes.
You may sign the paper form if \
>u do not want to use the automatic verification process.
Note: You will receive a limited number of attempts to complete identity verification. Please review all personal information carefully prior
to submitting. If you need to modify the personal information listed below, please contact the CDX Help Desk.
First Name: Jane
Last Name: Smith
U I have reviewed the name presented above and 1 would like to proceed with LexisNexis. Additional LexisNexis Identity Proofing Guidance
Proceed to Verification I Cancel
2.3.1 Proceed to LexisNexis
This section will take you through the registration steps if you choose to use the LexisNexis
Identity Proofing process.
If you choose to proceed with LexisNexis you will need to review all of the information provided
on the Identity Verification page, as seen in Figure 2-21 above. After you have reviewed the
information and verified your first and last name, check the checkbox and click the "Proceed to
Verification" button.
LexisNexis will be completed through a separate pop-up window. The first page will display an
acknowledgement statement. Click the "OK" button. The next screen will require you to enter
personal information. Figure 2-22 displays the LexisNexis pop-up window.
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Figure 2-22 LexisNexis
https -'iecure.accurint.com/app/bp5 epa
j| LexisNexis Risk Solutions FL Inc. [US]
LexisNexis ซ I Verification for EPA
* Required Fields
Authorized Representative
Last Name'
First Name :
Middle Name
Smith
Jane
SS!; .Las:-:.
Home Address'
Ho rue City '
Home State'
Home Zip*
Home Phone
- State -
Date of Birth
3
LexisNexis1
About LexisNexis | Privacy Policy
Internet | Protected Mode: On
After entering information in each field, click the "Submit" button. After completing this step the
LexisNexis popup window will display a confirmation message. Click the "OK" button to close
the popup window and return to the CDX application.
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Figure 2-23 LexisNexis Results
|| CDX Registration: Additional Verification
LexisNexis- Results
E3 Contact Us I
Last Login: 6/14/2013 9:03:47 AM
1. Identity Verification
2. Electronic Signature Agreement
Your identity verification scores have been received from LexisNexis* and will be processed after you click the Continue button. If your scores do not meet the
minimum requirements set by the program office, then you will be directed to print, sign, and mail the electronic signature agreement (ESA).
In order to process your LexisNexis score and proceed with registration, click the "Continue"
button, as seen in Figure 2-23. If you are successfully identity proofed by LexisNexis you will be
taken to the Challenge Questions and Answers page, as shown in Figure 2-25. If you are not
successfully identity proofed by LexisNexis you will be taken to the Electronic Signature
Agreement page to print, sign and mail in your ESA.
In some cases, you may be eligible to retry LexisNexis validation. If you are eligible for this
retry you will be taken to the Retry LexisNexis page where you can launch the popup window
once again. You will also be presented with the opportunity to verify or edit your first name, as
shown in Figure 2-11. The opportunity to edit your first name will only be presented to you as
long as you do not have another CDX role with a status of "Awaiting ESA." At this point you
may also choose to opt-out of the LexisNexis identity proofing by clicking the "Sign Paper
Form" button.
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Figure 2-24 Retry LexisNexis
CDX Registration: Additional Verification
LexisNexis5 Results
OLcntact Us
8 30 2013 4:05:31 PM
1. Identity Verification
2. Electronic Signature Agreement
CDX was unable to verify the personal information provided. Use the 'Retry LexisNexis' button to re-validate the personal information. Be sure to:
Input your full first name
Do not provide a nickname
Input your home phone number
Input your prior home phone number if moved within last 6 months
Input your prior home address if moved within last 6 months
Please check your data below, and make any necessary changes, before retrying the LexisNexis verification process.
First Name: Jane
Retry LexisNexis Sign Paper Fon
Click the "Retry LexisNexis" button. You will then be returned to the Identity Verification Page,
as seen in Figure 2-21, and may begin your verification again. LexisNexis retries may be
attempted up to five times before the identity proofing will be considered unsuccessful.
Figure 2-25 20-5-1 Challenge Questions and Answers
Central Data Exchange
CDX Registration: Additional Verification
EH Contact Us
Last Login: 6,14/2013 9:46:13 AM
1. Identity Verification ฉ ^^^^^^^^^^^Q
You are registered for a program that requires eSignature PIN Verification. Please select five (5) challenge questions and answers. The questions that you select
should be questions that you can remember, but difficult for anyone else to guess.
Select 5 Challenge Questions and Answers
What is your favorite pet's name? | ^ ||
Where did you graduate from high school? | T
Who is your favorite author? | T ||
What is the last name of your favorite teacher? | * ||
What is your favorite song? | T |
^a
name
school
author
teacher
song|
Once you have answered your 20-5-1 Challenge Questions and clicked the "Save Answers"
button, as seen in Figure 2-25, you will be taken to the electronic version of the Electronic
Signature Agreement. From this page you will click the "Sign Electronically" button, as shown
in Figure 2-26.
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Figure 2-26 Electronic ESA
U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
to EPA's Central Data Exchange (CDX). and as a representative for:
Electronic Signature Holder Company Information
Organization Name:
Address:
City. State. Zip:
Province:
Country:
Phone Number:
E-mail Address:
Registrant's Name:
CGI FEDERAL
TEST
test
TEST, VA 00000
US
(345) 654-7437
J.Smith@chemicalco.com
Jane Smith
'
Sign Electronically I Canes
Clicking the "Sign Electronically" button will trigger a popup window which allows you to
complete the e-signing process. This popup window will prompt you to enter your CDX
password, answer one of the 5 challenge questions and click the "Sign" button. Please reference
Appendix B: Using the e-Signature Widget for instructions on signing electronically.
After your e-signature has been processed you will be redirected to the MyCDX Home page.
Your MyCDX page will now display an active hyperlink to open the OTAQReg application, as
shown in Figure 2-27.
Figure 2-27 MyCDX Home Page
Central Data Exchange
L] Contact Us
6/1 7/201 3 11:51:54 AM
MyCDX Inbox My Profile Submission History
News and Updates
Manage Your Program Services No news-updates.
Status Program Service Name
OTAQREG: Office of Transportation and Air Quality Fuels
Registration
Role(s)
Fuels Programs
Registration
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2.3.2 Print and Sign CDX Electronic Signature Agreement
This section will take you through the registration steps if you choose to print, sign and mail a
paper ES A.
If you are not successfully identity proofed by LexisNexis you will be taken to the Electronic
Signature Agreement page to print, sign and mail in your ESA. Figure 2-28 displays the paper
version of the Electronic Signature Agreement.
Figure 2-28 Paper ESA
U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
to EPA's Central Data Exchange (CDX). and as a representative for:
Electronic Signature Holder Company Information
Organization Name: CGI FEDERAL
TEST
Address:
test
City, State, Zip: TEST, VA 00000
Province:
Country: US
Phone Number: (345) 654-7437
E-mail Address: J.Smithgchemicalco.com
Registrant's Name: Jane Smith
'
Clicking the "Sign Paper Form" button will trigger a popup window which allows you to print
the ESA.
Print, sign and mail the CDX ESA to the Fuels Program Helpdesk at one of the following
mailing addresses:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1200 Pennsylvania Ave NW
Washington, DC 20460
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Note: When using a commercial delivery service, do not use the U.S. mail address (or vice versa) as your mail
will be delayed, may be returned to you, or may even never arrive at our offices. Be aware that sending materials
via US Mail will require an irradiation process and could possibly delay delivery.
Paper ESAs will be processed and activated by EPA. Once your ESA has been activated you will
be able to complete the 20-5-1 Challenge Questions, as seen in Figure 2-25 and will then be able
to e-sign within the OTAQReg application.
New companies, company associations, company updates and RCO updates submitted within the
OTAQReg application will not be accepted until your CDX ESA is received by the Fuels
Program. If you have any questions regarding the status of your ESA, please contact the EPA
Fuels Program Support Line by sending an email to support@epamts-support.com.
Figure 2-29 MyCDX Home Page
Central Data Exchange
C . Luntact Ll5
6/17/2013 11:51:54 AM
My Profile Submission History
Status Program Service Name
News and Updates
Manage Your Program Services No news ,updates
Role(s)
OTAQREC: Office of Transportation and Air Quality Fuels
Registration
Fuels Programs
Registration
You will be given the "Fuels Programs Registration" program service link, as seen in Figure
2-29.
Note: You must have a CDX ESA on file in order to electronically sign submissions and letters within the
OTAQReg application. You will be prompted to sign and submit your CDX ESA upon accessing the OTAQReg
application until your ESA has been received by the Fuels Program.
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3 User Profiles
The following sections describe how to navigate within the OTAQReg application to create and
edit a User Profile.
If you are an existing OTAQReg user please proceed to section 3.2.
Section 3.3 pertains to users that are currently deactivated and restricted from accessing the
OTAQReg application. Please skip this section if you are a current active OTAQReg user.
3.1 Create a New User Profile (New OTAQReg Users)
Figure 3-1 MyCDX Home Page
Central Data Exchange
EZContact Us
6/17/2013 11:51:54 AM
MyCDX Inbox My Profile Submission History
Status Program Service Name
News and Updates
Manage Your Program Services No news/updates.
Role(s)
OTAQREG: Office of Transportation and Air Quality Fuels
Registration
Fuels Programs
Registration
Click the "Fuels Programs Registration" link on your MyCDX Home page, as seen in Figure 3-1.
Upon your initial login to OTAQReg, Figure 3-2 will display.
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Figure 3-2 Edit User Profile Page
OTAQ Registration
d] Contact Us
Edit User Profile
Note: Certain fields below are maintained in CDX. Co to thq Edit Current Account Profile^ page in MyCOX to make changes to fields
that are not editable here.
- User Information
Prefix: Miss
First Name: Jane
Middle Initial:
Last Name: Smith
Suffix:
CDX ESA Status: Received
Position or Job Title: Owner
Valid From 05/23/2013
(MM/DD/YYYY):
Valid To
(MM DD'YYYY):
liiil Optional
Address and Contact Information
Address 1 : DECFDCSFCVFS
Address 2:
City: FAIRFAX
State: Virginia
ZIP: 22033
Country: United States
E-mail: J.Smith@chemicalco.com
Alternate E-mail:
Phone: 7032276460
Alternate Phone x
Fax:
The page will pre-populate the contact information associated to your CDX account. To edit the
pre-populated information, click the "Edit Current Account Profiles" link to be taken to the CDX
Edit Organization Profiles page.
If no changes to the pre-populated information are needed, enter data into any of the applicable
textboxes. You must provide data for the "Position or Job Title" field. Click the "Save" button.
Your user profile will be saved and Figure 3-3 will display.
Figure 3-3 OTAQ Registration Home Page
OTAQ Registration
QContact Us
OTAQ Registration Home
Pending Requests
There are currently no pending requests.
Legend: L_Q New Company M^J Company Update ^ Company Association <* RCO Update
Company Information
You are not currently associated with any companies.
Registration Lists
Please click one of the lists below for an up-to-date version. AN lists are exported as an xls file. These lists are also available at
http://www. epa.gov/otaq /fuels /re porting/ program sregistratton.htm.
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
* Independent Lab List
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3.2 Edit Existing User Profile
The following section describes how to edit your OTAQReg User Profile information.
Figure 3-4 OTAQ Registration Home Page
OTAQ Registration
OContact Us
OTAQ Registration Home
- Pending Requests
There are currently no pending requests.
Legend: -O New Company ~-J Company Update ^ Company Association ป RCO Update
Company Information
You are not currently associated with any companies
- Registration Lists
Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
http://www.epa.gov/otaq/fuels/reporting/programsregistration.htm.
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Independent Lab List
Click the "Edit User Profile" link in the left side toolbar of your OTAQ Registration Home page,
as seen in Figure 3-4. Figure 3-5 will display.
Figure 3-5 Edit User Page
OTAQ Registration
ED Contact Us
Edit User Profile
Note: Certain fields below are maintained in CDX. Go to tha Edit Current Account Profile! page in MyCDX to make changes to fields
that are not editable here.
- User Information
Prefix: Miss
First Name: Jane
Middle Initial:
Last Name: Smith
Suffix:
CDX ESA Status: Received
* Position or Job Title: Owner
Valid From 05/23/20] 3
(MM/DD/YVW):
Valid To
(MM/DO/YYYY):
B Optional
Address and Contact Information
Address 1 : DECFDGSFCVFS
Address 2:
City: FAIRFAX
State: Virginia
ZIP: 22033
Country: United States
E-mail: J.Smith@chemicalco.com
Alternate E-mail:
Phone: 7032276460
Alternate Phone: x
Fax:
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The page will pre-populate with your current OTAQReg User Profile information. To update the
un-editable CDX user information, click the "Edit Current Account Profiles" link to be taken to
the CDX Edit Organization Profiles page.
Edit any of the additional user profile data by updating the data in the textboxes and clicking the
"Save" button.
3.3 Deactivated Users
If you have been deactivated by an EPA Administrator for the OTAQReg application, upon
clicking the OTAQReg application link on the MyCDX Home page, Figure 3-6 will display.
Figure 3-6 OTAQ Deactivated Home Page
OTAQ Registration EUContacti
OTAQ Deactivated Home
Your OTAQREG profile has been deactivated. Please contact the EPA Fuels Programs at 800-385-61 64 or
support.Sepamts-support.com if you have questions or need your account to be reactivated.
This screen notifies you that your OTAQReg profile has been deactivated and provides the
phone number and e-mail address to contact the EPA Fuels Programs for any questions or to
reactivate your account.
Click the "CDX Home Page" button to return to the MyCDX Home page.
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4 Company Associations
The following sections describe how to add and update company associations within the
OTAQReg application.
4.1 Add Company Association
Figure 4-1 OTAQ Registration Home Page
OTAQ Registration
dJContact Us
OTAQ Registration Home
Pending Requests
There are currently no pending requests.
Legend: -o New Company >^J Company Update U4J Company Association ป RCO Update
Company Information
You are not currently associated with any companies.
- Registration Lists
Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
http://www. epa.gov/citaq/fi.iels/reporting/programsregi5tratiori.htm.
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Independent Lab List
Click the "Associate to Company: Search for Existing Company" link in the left side toolbar of
your OTAQ Registration Home page, as seen in Figure 4-1. Figure 4-2 will display.
Figure 4-2 Associate to Company Search Page
OTAQ Registration CUContactls
Associate to Company: Search for Existing Company
To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
for existing companies within OTAQ Reg to ensure the company does not already exist.
Change Request History
Associate to Company
Edit User Profile
- Search Criteria ~
Company ID:
Company Name:
City:
State: All
Postal Code:
Enter your company specific search criteria into the textboxes and click the "Search" button. A
list of all companies matching your search criteria will display, as shown in Figure 4-3.
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Figure 4-3 Associate to Company Search Results
OTAQ Registration QContactUs
Associate to Company: Search for Existing Company
To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
for existing companies within OTAQ Reg to ensure the company does not already exist.
r Search Criteria ~
Company ID:
Company Name: Last
ID * Name
3012 FirstLast CompanyS
City:
State:
Postal Code:
Pages: 1
Location
1310 LSt. NW 121108 1334
Washington, District of Columbia 20005
United States
If you do not see the company in the above results, you may search again. If you are certain your company does not already exist in
OTAQ Reg, click the "Create New Company" button below.
Create New Company I Cancel
Select the checkbox next to the company with which you wish to associate (if you do not see
your company listed in the results, click the "Create New Company" button to create your
company; see Section 5 for further details). Click the "Add Selected" button. Figure 4-4 will
display.
Note: You may select multiple check boxes if you wish to associate to more than one company.
Figure 4-4 Associate to Company: Create Company Associations Page
OTAQ Registration O Contact Us
Associate to Company: Create Company Associations
You MUST select at least one role per company prior to submitting this user association request to the following company or
companies,
Remove? ID
[ 301 2
Name
Firstlast Company3
Legend. ^ Added fT' Updated **& Removed ^ Unchanged
Add More I Remove Selected I Review
You must select at least one role per company prior to submitting your user association request.
Click the "Select Roles" link to display a pop-up of available roles for the company. Figure 4-5
will display.
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Figure 4-5 Company Roles Pop-Up
Select Roles for First National Chemical Company [3377]
OTAQ Registration: '_' Company Editor '.' Company Viewer '.' Limited Company Viewer
OTAQ Program Roles: EH Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
(Select All) This role should only be selected if the company is registered as a. gasoline or diesel refiner, or a non-
renewable fuels importer.
DC Fuels Submitter Roles: Only select programs your company can submit reports for. If your company
is not registered or registering for a program do not select that program's subpart.
B DC Fuels Submitter, Third Party Engineering Review
Zl DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
ID DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
HI DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
D DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
d EMTS Submitter
D EMTS Viewer
Other : ED Agent
An agent is defined as any individual who is not a direct employee of the company.
ID Independent Third Party Engineer
Choose the appropriate OTAQ Registration and OTAQ Program Roles by selecting the
corresponding radio button and checkboxes (reference Appendix A: OTAQ Registration Roles if
you are unsure which roles to select). You may select only one OTAQ Registration role,
however multiple OTAQ Program roles are allowed. Click the "Select All" link to select all
OTAQ Program Roles.
Click the "Select" button once you have made your selections. Figure 4-6 will display.
Figure 4-6 Associate to Company: Create Company Associations Page with Roles
OTAQ Registration
Associate to Company: Create Company Associations
You MUST select at least one role per company prior to submitting this user association request to the following company or
companies.
Remove? 1O
301 2 FirstLast Company^
Legend: llS6 Added
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Figure 4-7 Associate to Company: Review Page
OTAQ Registration
Associate to Company: Review
L3 Contact Us
OMB: 2060-0637
ID * Name
3012 FtrstLast Company^
Roles
Company Editor
Legend: *8 Added V Updated ^Removed & Unchanged
The "Associate to Company: Review" page displays a read-only version of your company
association details. If the company and role information are correct, click the "Continue" button.
Figure 4-8 will display.
Figure 4-8 Further Action Required Pop-up
Further Action Required
In order for this registration to be submitted to EPA, you must click the applicable blue
button on the following screen. EPA will not process registrations if a user fails to click
the applicable button and submit the paperwork either electronically or via mail.
You will not be able to electronically sign within the GTAQReg application until your
CDX ESA is received by the Fuels Program.
If you are not able to have your registration electronically signed, the registration
forms must be printed, signed and mailed to Fuels Program Registration at:
Commercial Delivery:
U.S. Environmental Protection Agency-
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington. DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
It is recommended that all registration materials including ESAs are sent in the same
package.
Click "OK" to Close the pop-up and continue to the next page. Figure 4-9 will display.
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Figure 4-9 Associate to Company: Submit Request Page
OTAQ Registration
OContact Us
Associate to Company: Submit Request
Please click the Submit button to make the submission request and move on to print the registration forms.
Click the "Submit" button to submit the request. Figure 4-10 will display.
Figure 4-10 Further Action Required Page
OTAQ Registration
E3Contact Us
Further Action Required
Click here to save copies of your registration forms.
Submission options:
1. Have the RCO electronically sign the request
The RCO of this company must have e-signature capabilities in the OTAQReg application, which wiil be indicated by this
request appearing as 'Awaiting RCO Electronic Signature* in your 'Pending Requests' queue on your OTAQReg homepage.
The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue' No additional steps are
necessary after the request is electronically signed by the RCO.
OR
2. Print, sign, and mail the form to EPA
Mailing address
Commercial Delivery:
U.S.. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
Please contact support.^eDamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Once you have submitted your Company Association Request, you will receive an email
notification stating that your Company Association Request is awaiting RCO signature along
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with a hard copy of your company association registration forms. The Company Association
request will appear in the Pending Requests section of your OTAQ Registration Home Page, as
shown in Figure 4-26.
Note: All Company Association requests require a signed RCO Delegation Letter by your Company Responsible
Corporate Officer. The RCO Delegation Letter is included in the hard copy of your company association
registration forms. This letter can be electronically signed by the RCO in OTAQReg if they have a valid CDX
ESA.
4.2 Update Company Roles
Figure 4-11 OTAQ Registration Home Page
OTAQ Registration
OTAQ Registration Home
Update Existing Company
Associations
GUContact Us
OTAQ Registration Home
- Pending Requests
ID
Request For
* Created On
CR-1007 MARATHON PETROLEUM COMPANY LP 10/05/201111:44 Joe Test
[42S8] AM
Awaiting RCO Wet Ink
Signature
Legend: -d New Company u~J Company Upda
Company Association ป RCO Update
- Company Information
One item found.
Company ID T Company Name
1024 Kurt's Test Company
Cellulosic Biofuel Waiyer Credits (Pay.goy)
Submitter
DC Fuels Submitter, Title 40 CFR Part 80
Subpart I
DC Fuels Submitter, Title 40 CFR Part 80
Subparts A, B, C, D, and F
ซ DC Fuels Submitter, Title 40 CFR Part 80
Subparts D, E, F, H, J, and L
EMTS Submitter
EMTS Viewer
DC Fuels Submitter, Title 40 CFR Part 80
Subparts K and M
Company Editor
Pages: 1
- Registration tists
Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
http://www.epa.gov/otaq/fuels/reporting/programsregistration.htm.
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Independent Lab List
Click the "Update Existing Company Association" link in the left side toolbar of your OTAQ
Registration Home Page. Figure 4-12 will display.
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Figure 4-12 Update Company Associations Page
OTAQ Registration
Update Company Associations
Remove? ID
D 1024
OContact Us I
* Name
Kurt's Test Company
RoU;
Cellulosic Biofue! Waiver Credits (Pay.gov)
Submitter
DC Fuels Submitter, Title 40 CFR Part 80
Subpart I
DC Fuels Submitter, Title 40 CFR Part 80
Subparts A, E, C, D, and F
DC Fuels Submitter, Title 40 CFR Part 80
Subparts D, E, F, H, J, and L
EMTS Submitter
EMTS Viewer
DC Fuels Submitter, Title 40 CFR Part 80
Subparts K and M
Company Editor
Legend: *& Added ? Updated ^Removed
' Unchanged
Select the Roles link for the company you wish to update. Figure 4-13 will display.
Figure 4-13 Update Roles
Select Roles for Kurt's Test Company [1 024]
OTAQ Registration: '? Company Editor . Company Viewer .' Limited Company Viewer
OTAQ Program Roles: 0 Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
(Select All) This role should only oe selected if the company is registered as a gasoline or diesel refiner, or a non-
renewable fuels importer.
DC Fuels Submitter Roles: Only select programs your company can submit reports for. If your company
is not registered or registering for a program do not select that program's subpart.
Zl DC Fuels Submitter, Third Party Engineering Review
121 DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
121 DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
0 DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
121 DC Fuels Submitter, Title 40 CFR Part 80 Suboarts K and M
121 EMTS Submitter
121 EMTS Viewer
Other : D Agent
An agent is defined as any individual who is not a direct employee of the company-
B Independent Third Party Engineer
Your existing roles will be pre-selected on the page. Update your OTAQ Registration and OTAQ
Program Roles by selecting a new radio button and/or checkboxes (reference Appendix A:
OTAQ Registration Roles if you are unsure which roles to select). You may select only one
OTAQ Registration role however multiple OTAQ Program Roles are allowed.
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Click the "Select" button once you have made your selections. Figure 4-14 will display.
Figure 4-14 Updated Company Associations
OTAQ Registration
dContact Us
Update Company Associations
Remove? ID
D 1024
* Name
Kurt's Test Company
Company Editor
Celluiosic Biofuel Waiver Credits (Pay.gov)
Submitter
DC Fuels Submitter, Title 40 CFR Part 80
Subpart I
DC Fuels Submitter, Title 40 CFR Part 80
Subparts A, B, C, D, and F
DC Fuels Submitter, Title 40 CFR Part SO
Subparts D, E, F, H, J, and L
EMTS Submitter
Agent
Legend: "*& Added "? Updated *8 Removed as> Unchanged
The Update Company Associations Page will now display your updated roles. Click the
"Review" button. Figure 4-15 will display.
Figure 4-15 Confirm Updated Company Association
OTAQ Registration
Update Company Associations
ID * Name * Roles
3384 Company with Multiple Facilities
O Contact Us
OMB: 2060-0277
Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
EMTS Submitter
EMTS Viewer
RCO
Company Editor
^ Updated *& Removed ** Unchanged
The page will display the updated icon for the updated company association. If the updated
company association is correct, click the "Continue" button. Figure 4-16 will display.
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Figure 4-16 Further Action Required Pop-up
Further Action Required
In order for this registration to be submitted to LPA. you must click the applicable blue
button on the following screen. EPA will not process registrations if a user fails to click
the applicable button and submit the paperwork either electronically or via mail.
You will not be able to electronically sign within the OTAQReg application until your
CDX ESA is received by the Fuels Program.
If you are not able to have your registration electronically signed, the registration
Forms must be printed, signed and mailed to Fuels Program Registration at;
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 64Q5A, Room 6520V; (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
} 200 Pennsylvania Ave NW
Washington, DC 20460
It is recommended that all registration materials including ESAs are sent in the same
package-
Click "OK" to Close the pop-up and continue to the next page. Figure 4-17 will display.
Figure 4-17 Submit Request Page
OTAQ Registration
CD Contact Us
Submit Request
Please click the Submit button to make the suomission request and move on to print the registration forms.
Click the "Submit" button to submit your request. Figure 4-18 will display.
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Figure 4-18 Further Action Required Page
OTAQ Registration
L3 Contact Us
Further Action Required
Click here to save copies of your registration forms.
Submission options:
1 Have the RCO electronically sign the request.
The RCO of this company must have e-signature capabilities in the OTAQReg application, which will be indicated by this
request appearing as "Awaiting RCO Electronic Signature" in your "Pending Requests" queue on your OTAQReg homeoage
The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue". No additional steps are
necessary after the request is electronically signed by the RCO.
OR
2. Print, sign, and mail the form to EPA
Mailing address
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1200 Pennsylvania Ave NW
Washington, DC 20460
Fie
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Note: All Company Association Update Requests require a signed RCO Delegation Letter by your Company
Responsible Corporate Officer. The RCO Delegation Letter is included in the hard copy of your company
association registration forms. This letter can be electronically signed by the RCO in OTAQReg if they have a
valid CDX ESA.
Once you have submitted your Updated Company Association, you will receive an email
notification stating your request is awaiting RCO signature along with a hard copy of your
company association registration forms. The updated company association request will appear in
the pending requests section of your OTAQ Registration Home Page. Please reference Section
4.4 for information on viewing pending association requests.
4.3 Remove Existing Company Association
To remove an existing company association, navigate to the Update Company Associations page,
as shown in Figure 4-12.
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Figure 4-19 Remove Company Association
OTAQ Registration
OContact Us
Update Company Associations
Remove? ID * Name
1024 Kurt's Test Company
Cellulosic Biofuel Waiver Credits (Pay.gov)
Submitter
DC Fuels Submitter, Title 40 CFR Part 80
Subpart I
DC Fuels Submitter, Title 40 CFR Part 80
Subparts A, B, C, D, and F
DC Fuels Submitter, Title 40 CFR Part 80
Subparts D, E, F, H, J, and L
DC Fuels Submitter, Title 40 CFR Part 98
Subpart LL
DC Fuels Submitter, Title 40 CFR Part SB
Subpart MM
EMTS Submitter
EMTS Viewer
DC Fuels Submitter, Title 40 CFR Part 80
Subparts K and M
Company Editor
Legend: *b Added "? Updated "^Removed ^Unchanged
Select the checkbox next to the company association you wish to remove and click the "Remove
Selected" button. Figure 4-20 will display.
Figure 4-20 Remove Company Pop-Up
Remove Company Associations?
Are you sure you want to remove the selected company associations?
Click the "Yes" button to confirm that you would like to remove the selected company
association. Figure 4-21 will display.
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Figure 4-21 Removed Company Association
OTAQ Registration
Update Company Associations
Remove? ID
D 1024
Name
Kurt's Test Company
QContact Us I
Updated ^Removed e& Unchanged
Cellulosic Biofuel Waiver Credits (Pay.gov)
Submitter
DC Fuels Submitter, Title 40 CFR Part 80
Subpart I
DC Fuels Submitter, Title 40 CFR Part 80
Subparts A, E, C, D, and F
DC Fuels Submitter, Title 40 CFR Part 80
Subparts D, E, F, H, J, and L
DC Fuels Submitter, Title 40 CFR Part 80
Subparts K and M
EMTS Submitter
EMTS Viewer
Company Editor
The removed icon *S will now display next to the company association you have removed.
Click the "Review" button. Figure 4-22 will display.
Figure 4-22 Remove Company Association Confirmation
Update Company Associations
OMB: 2060-0277
ID * Name *
3384 Company with Multiple Facilities
Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
EMTS Submitter
EMTS Viewer
RCO
Company Editor
? Updated ^Removed ** Unchanged
If the removed company association is correct, click the "Continue" button. Figure 4-23 will
display.
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Figure 4-23 Further Action Required Pop-up
Further Action Required
In order for this registration to be submitted to EPA, you must click the applicable blue
button on the Following screen. EPA will not process registrations if a user fails to click
the applicable button and submit the paperwork either electronically or via mail.
You will not be able to electronically sign within the OTAQReg application until your
CDX ESA is received by the Fuels Program.
If you are not able to have your registration electronically signed, the registration
forms must be printed, signed and mailed to Fuels Program Registration at:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V: (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
It is recommended that all registration materials including ESAs are sent in the same
package.
Click "OK" to Close the pop-up and continue to the next page. Figure 4-24 will display.
Figure 4-24 Submit Request Page
OTAQ Registration acomaa Us
Submit Request
Please click the Submit button to make the submission request and move on to print the registration forms.
OTAQ Registration Ho
Update Existing Company
Associations
Edit User Profile
Click the "Submit" button to submit your request. Figure 4-25 will display.
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Figure 4-25 Further Action Required Page
OTAQ Registration
EZ]Contact Us
Further Action Required
Click here to save copies of your registration forms.
Submission options:
1 . Have the RCO electronically sign the request.
The RCO of this company must have e-signature capabilities in the OTAQReg application, which will be indicated by this
request appearing as 'Awaiting RCO Electronic Signature* in your "Pending Requests" queue on your OTAQReg homepage.
The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue'. No additional steps are
necessary after the request is electronically signed by the RCO.
OR
2. Print, sign, and mail the form to EPA
Mailing address
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
Please contact support^'epamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Note: All Company Association Removal Requests require a signed User Association Termination Letter by your
Company Responsible Corporate Officer. The User Association Termination Letter is included in the hard copy
of your company association registration forms. This letter can be electronically signed by the RCO in OTAQReg
if they have a valid CDX ESA.
Once you have submitted your Remove Company Association request, you will receive an email
notification stating your request is awaiting RCO signature along with a hard copy of your
company association registration forms. The updated company association request will appear in
the pending requests section of your OTAQ Registration Home Page. Please refer to section 4.4
for information on viewing pending association requests.
4.4 Pending Company Association Requests
Congratulations! You have successfully submitted your Company Association Request in the
OTAQReg application. As shown in Figure 4-26, your request will be displayed in your Pending
Requests queue on your OTAQ Registration Home Page along with its current status.
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Figure 4-26 Pending Company Association Requests
OTAQ Registration
0 Contact Us
OTAQ Registration Home
Pending Requests
ID * Request For * Created On * Requested By * Status
763 Biofuel Test D [0002] 08 22 201 1 02:12 PM Mike Seavey Awaiting RCO Wet Ink Signature
Legend: L_Q New Company UiJ' Company Update *** Company Association w RCO Update
Y Company Information
ou are not currently associated with any companies.
Registration Lists
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Independent Lab List
To view a pending Company Association Request, click the Company Name link for a request in
the Pending Requests Queue with the Company Association icon >ฃfj . Figure 4-27 will display.
Figure 4-27 Company Association Request
OTAQ Registration
Company Association Request
Request Information -
LH Contact Us
^ View printer-friendly version
Request ID : CR-4937
Request Type : Company Association
Request Status : Awaiting RCO Wet Ink Signature
Created On: 06/19/2013 01:53 PM
Modified On : 06,19/2013 01:53 PM
Requested By : Jane Smith
Username : JSMITH22G1
List of Changes
Added PROGRAM role "DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and P for user 'Jane Smith"
Added OTAQREG role "Company Editor" for user "Jane Smith"
ID * Name * Roles
4695 Jane Smith DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
Company Editor
Removed ** Unchanged
The Company Association Request page displays all request information. To return to the
OTAQReg Home Page click the "Return" button.
To cancel the Company Association Request, click the "Cancel Request" button. A notification
window will appear, prompting you to select the "Yes" button to continue with the request
cancellation or the "No" button to return to the previous page. The request will be canceled
immediately and will no longer display in the Pending Requests queue.
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5 Create New Company
The following sections describe how to create a new company in the OTAQReg application.
Figure 5-1 OTAQ Registration Home Page
OTAQ Registration
G3Contact Us
OTAQ Registration Home
- Pending Requests
* Request For
Created On
Requested
Ev
CR-1007 MARATHON PETROLEUM COMPANY LP 10/05/2011 11:44 Joe Test
[4268] AM
Legend: -O New Company -^ Company Update w Company Association ป RCO Update
Awaiting RCO Wet Ink
Signature
Company Information
One item found
Companv ID * Companv Name
1 024 Kurt's Test Company
' Cellulosic Eiofuel Waiver Credits (Pay.gov)
Submitter
' DC Fuels Submitter, Title 40 CFR Part 80
Sub part I
' DC Fuels Submitter, Title 40 CFR Part 80
Subparts A, E, C, D, and F
> DC Fuels Submitter, Title 40 CFR Part 80
Subparts D, E, F, H, J, and L
EMTS Submitter
> EMTS Viewer
' DC Fuels Submitter, Title 40 CFR Part 80
Subparts K and M
1 Company Editor
Registration Lists
Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
http://www.epa.gov/otaq/fuels/reporting/programsregistration.htm.
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Independent Lab List
Click the "Associate to Company" link in the left side toolbar of your OTAQ Registration Home
Page as seen in Figure 5-1. Figure 5-2 will display.
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5.1 Verify Company Does Not Exist in OTAQReg
Figure 5-2 Associate to Company: Search for Existing Company Page
OTAQ Registration a contact u$
Associate to Company: Search for Existing Company
To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
for existing companies within OTAQ Reg to ensure the company does not already exist.
r Search Criteria ~
Company ID:
City:
Company Name: Test Company PLC
State: All
Postal Code:
Before you can create a new company, you must first confirm that the company you intend to
create does not already exist in OTAQReg. Enter search criteria pertinent to your company and
click the "Search" button, as seen in Figure 5-2. Figure 5-3 will display.
Please note, search terms act together to narrow results. For example, searching on the state
New York and the city New will return all companies located in New York state that have New
in their city's name. It is recommended that companies use broad searches to avoid delays and
registration issues caused by a user attempting to duplicate a company registration.
Figure 5-3 Associate to Company: Search for Existing Company Results
OTAQ Registration
Q Contact Us
Associate to Company: Search for Existing Company
To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
for existing companies within OTAQ Reg to ensure the company does not already exist.
r Search Criteria -
Company ID:
City:
Company Name: Test Company PLC
Your search returned no companies-
State: | Ail
Postal Code:
If you do not see the company in the above results, you may search again. If you are certain your company does not already exist in
OTAQ Reg, click the "Create New Company" button below.
Create New Company I Cancel
The page will return a list of companies matching the provided search criteria. If your company
is displayed in the search results then please refer to Section 4.1 for instructions on how to
associate to an existing company.
If it is determined that your company does not currently exist in OTAQReg, click the "Create
New Company" button. Figure 5-4 will display.
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5.2 Create Company Details
Figure 5-4 Create New Company: Company Details Page
OTAQ Registration
OTAQ Registration Home
Associate to Company
Update Existing Company
Edit User Profile
lUJContact Us
Create New Company: Company Details
Basic Information
- Company Name and Location
Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code,
enter 00000'.
* Company Name:
* Created On (MM/DD 10/05/2011
/YYYY):
Valid From (MM/DD 10/05/2011
/YYYY):
Valid To (MM/DD
/YYYY):
Optional
* Address 1:
Address 2:
* City:
* State: Please Select From List
* Postal Code:
* Country:
United States
- Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
company. The RCO may not be an agent or third part/ who is not directly employed by the company.
RCO CDX User ID:
* RCO Name:
* RCO Title:
* RCO E-mail:
* Confirm RCO E-mail:
* RCO Phone:
RCO Fax:
Program Type and Business Activities
- Program Type and Business Activities -
O Gasoline
D Diesel
CH Renewable Fuel Standard
- Company Foreign Bond
For each Program Type selected above, indicate if:
Domestic company with only domestic facility or facilities, please put "No"
* RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1465, or 80.1467
Gasoline/RFG - Your company has met the bonding requirements of Title 40 CFR Parts 80 94(k)
Gasoline/Tier 2 Gasoline Sulfur-Your company has met the bonding requirements of Title 40 CFR Parts 80.41 0(k), if
applicable
Diesel-Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicabie
Company Contacts
There are currently no company contacts.
Add New Contact I Remove Selected
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The Create New Company: Company Details page displays fields for you to provide the
Company Name, Location, Responsible Corporate Officer information, Program Types,
Business Activities, Company Contacts, and other required company details.
Enter information for all required fields. Required fields are marked with a red star.
The Business Activities associated to each Program Type are displayed once a Program Type is
selected, as shown in Figure 5-5.
Figure 5-5 Program Types and Business Activities
Program Type and Business Activities
- Program Type and Business Activities
0 Gasoline
D Refiner
O Non-Renewable Fuels Importer
CH Oxygenate Blender (Reformulated Gasoline Program)
D Independent Lab
D Small Refiner
D PADD Importer
0 Diesel
D Refiner
LJ Non-Renewable Fuels Importer
O Refiner (Eiodiesel Producer)
O Pipeline/Pass-Through Terminal
CUTransmix
D Small Refiner
LJ Truck Loading Terminal/Locomotive Marker Facility
D PADD Importer
D Mobile Facility
HI Renewable Fuel Standard
To add a company contact, click the "Add New Contact" button. Figure 5-6 will display.
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Figure 5-6 Company Contacts
Company Contacts
There are currently no company contacts.
Add New Contact I Remove Selected
r Contact
* Name: John Smith
* E-mail: john@smith.com
* Title: Other
* Phone: 555-867-5309
* Title: Operational Manager
Contact For: Gasoline
Fax:
CDX Web User ID:
Save Contact
Enter information in all required fields by typing in the textboxes. Click the "Save Contact"
button. The contact will now be listed in the company details.
After you have provided your complete company details, click the "Next" button. Figure 5-7 will
display.
5.2.1 Select Company Roles
Figure 5-7 Create New Company: Company Roles
OTAQ Registration
TAQ Registration Hon
Update Existing Company
Edit User Profile
Create New Company: Company Roles
Select Roles
To add additional roles, click the link below.
I* Company Editor I
As the creator of a company, the Company Editor role is pre-selected for you. Click the
"Company Editor" link to add additional roles. Figure 5-8 will display.
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Figure 5-8 Company Roles Pop-Up
Select Roles for First National Chemical Company [3377]
OTAQ Registration: '_' Company Editor '.' Company Viewer '.' Limited Company Viewer
OTAQ Program Roles: EH Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
(Select All) This role should only be selected if the company is registered as a. gasoline or diesel refiner, or a non-
renewable fuels importer.
DC Fuels Submitter Roles: Only select programs your company can submit reports for. If your company
is not registered or registering for a program do not select that program's subpart.
B DC Fuels Submitter, Third Party Engineering Review
Zl DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
ID DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
HI DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
D DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
d EMTS Submitter
D EMTS Viewer
Other : ED Agent
An agent is defined as any individual who is not a direct employee of the company.
ID Independent Third Party Engineer
Choose the appropriate OTAQ Registration and OTAQ Program roles by selecting the
corresponding radio button and checkboxes (reference Appendix A: OTAQ Registration Roles if
you are unsure which roles to select). You may select only one OTAQ Registration role however
multiple OTAQ Program roles are allowed. Click the "Select All" link to select all OTAQ
Program Roles. Figure 5-9 will display.
Figure 5-9 Selected Company Roles
OTAQ Registration
- Select Roles
Create New Company: Company Roles
To add additional roles, click the link below.
* Company Editor
* DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
DC Fuels Submitter, Title 40 CFR Part 80 Subparts A, B, C, D, and F
EMTS Submitter
Click the "Next" button. Figure 5-10 will display.
5.3 Adding Company Facilities
Your company may or may not require that you add a Facility depending on the Program Types
and Business Activities selected for your company.
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Figure 5-10 Create New Company: Facility List
OTAQ Registration
LH Contact Us
Create New Company: Facility List
There are cur
Click the "Review" button. Figure 5-11 will display if your company is required to have at least
one facility. If your company is not required to have at least one facility then you will be directed
to the Create New Company Signature page, as shown in Figure 4-12 (continue to Section 5.5).
Figure 5-11 Create New Company: Facility List Requires Facility
OTAQ Registration
LZ]Contact I
Create New Company: Facility List
The business activities you have selected require that at least one facility be created.
ntly no facilities.
To add a facility to your company click the "Add Facility" button. Figure 5-12 will display.
Figure 5-12 Create New Company: Facility Type
Create New Company: Facility Type
Facility Type
The Facility Types are pre-populated on the page based on the Program Type(s) and Business
Activity(s) you selected for your company. Select the radio button next to the appropriate facility
type you wish to add and click the "Next" button. Figure 5-13 will display. (Note: if your
facility processes both diesel/biodiesel and gas/ethanol, it will be necessary to create two
facilities with the same address and different facility types.)
Note: You may cancel adding a facility at any time by selecting the "Cancel Facility" button.
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Figure 5-13 Create New Company: Facility Activities
OTAQ Registration
>TAQ Registration HOL-
Associate to Company
Update Existing Compa
Associations
Edit User Profile
LllContaiit Us
Create New Company: Facility Activities
- Facility Activities
Select all facility activities that are performed at this facility.
0 Refiner
0 Non Renewable Fuels Importer
0 Oxygenate Blender (Reformulated Gasoline Program)
The Facility Activities are pre-populated onto the page based on the Program Type(s), Business
Activity(s), and Facility Type you selected. Click the checkbox next to all applicable facility
activities and click the "Next" button. Figure 5-14 will display.
5.4 Verify Facility Does Not Exist in OTAQReg
Figure 5-14 Create New Company: Search for Existing Facility
OTAQ Registration
El Contact Us
Create New Company: Search for Existing Facility
Before creating a new facility, you must search the existing facilities in OTAQ Reg to ensure the facility location does not already
exist- To search for existing facilities, search using at least one of the criteria oelow-
Search Facilities
Facility ID f
Facility Name: \
City: r
State: |~
Postal Code: |~
Before you can create a new facility, you must first confirm the facility you intend to create does
not already exist in the OTAQReg application. To confirm whether or not your facility already
exists in OTAQReg, search for your facility by providing search criteria into the facility search
fields. Click the "Search" button. Figure 5-15 will display.
Please note, search terms act together to narrow results. For example, searching on the state
New York and the city New will return all facilities located in New York state that have New in
their city's name. It is recommended that companies use broad searches to avoid delays and
registration issues caused by a user attempting to duplicate a facility registration.
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Figure 5-15 Facility Search Results
OTAQ Registration
Create New Company: Search for Existing Facility
Before creating a new facility, you must search the existing facilities in OTA.Q Reg to ensure the facility location does not already
exist. To search for existing facilities, search using at least one of the criteria below.
Search Facilities
Facility ID: |~
CU Contact Us
Facility Name: [Test
City: [Alberta
State P
Postal Code: f
The page will return a list of facilities matching the provided search criteria. If your facility is
displayed in the search results then please refer to Section 5.4.1.2 for instructions on how to add
an existing facility.
If it is determined that your facility does not currently exist in OTAQReg, click the "Create New
Facility" button. Figure 5-16 will display.
5.4.1.1 Create New Facility
Figure 5-16 Create New Company: Basic Facility Details
OTAQ Registration
OTAQ Registration Home
ate to Company
Update Existing Company
Associations
Edit User Profile
QContact Us
Create New Company: Facility Details
Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code,
enter "00000".
* Facility Name:
* Valid From (MM/DD |lO/5/ll
/YYYV):
Valid To (MM/DD
/VYYY):
_ ..- _
* Contact Name:
* Contact Title: 1
* Address 1:
IS Address 2:
* City:
3 Optional A SMe
* Postal Code:
* Country:
Please Select From List v|
United States
* Contact E-mail:
* Contact Phone:
Contact Fax:
- v.
* 1
Enter information for all required fields. Required fields are identified with a red star. Click the
"Next" button when finished. Figure 5-17 will display.
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Note: Address 1 may not be a P.O. Box address. If you are entering an international address that has no postal
code, enter "00000."
Figure 5-17 Create New Company: Facility Details
OTAQ Registration
Create New Company: Facility Details
Record Storage
- Record Storage
* Records for this facility are stored : D On Site E Off Site
* Location:
A Address 1:
Address 2:
* City:
* Contact Name:
* Contact Title:
* Contact E-mail:
* Contact Phone:
Contact Fax:
* State: | Please Select From List
* Postal Code:
A Country: United States
Renewable Facility Information
- Renewable Facility
With your registration forms, please include the following Producer Supplemental Documents (required pursuant to 40 CFR
80.1450 (b)):
Updated CDX facility registration
ndependent third party engineering review
Process heat fuel supply plan
Air permits (if applicable)
Production records (if applicable)
Separated food waste plan (if applicable)
Any other documentation required pursuant to 40 CFR 80.1 450(b)
* Fuel produced at this facility is used for off road use only and is not subject to the Fuels and Fuel Additive Registration
(FFARS Part 79)
Please Select From List
* Facility is grandfathered pursuant to 40 CFR 80.1403 in the RFS2 Program Threshold
P ease Select From List v
Fuels Imported/Created & Pathways
Facility Totals
A Permitted Capacity (gallons):
40 CFR 80.1401
A Actual Peak Capacity (gallon?):
There are currently no fuels
Enter information in all required fields by typing in the textboxes and selecting from available
drop-down menus. The sections and required fields displayed on the Facility Details page will
vary depending on the Facility Types and Facility Activities you previously selected for the
facility.
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Click the "Save Facility" button when finished. Figure 5-18 will display.
Figure 5-18 Create New Company: Facility List
OTAQ Registration
O Contact Us
Create New Company: Facility List
Remove? Name
iEO l~~ Test Facility
Type T Location
Gas.Ethanol 1234 Any Street
Any Town, Massachusetts 01865
United States
Add Facility Remove Selected ( Renew )
If the displayed facility information is correct, click the "Review" button. Figure 5-23 will
display (continue to Section 5.5).
5.4.1.2 Add Existing Facility
Figure 5-19 Select Existing Facility
OTAQ Registration
OTAQ Registration Home
Associate to Company
Update Existing
Company Associations
Edit User Profile
Create New Company: Search for Existing Facility
Before creating a new facility, you must search the existing facilities in OTAQ Reg to ensure the facility location does not already
exist- To search for existing facilities, search using at least one of the criteria below
Search Facilities
Facility ID: f
Facility Name: [Allgustilie Test
2 items found, displaying all items.
ID * Name * Type
80053 Augustine Test Diesel Biodiesel - Pipeline
Co.
City: f
State :
Postal Code: f~
Pages 1
T Location *
12345 Test Way
St. Augustine, Florida
90424
United States
50009 Augustine Test GHGRP Refiner that is not a Gas Ethanol or Diesel Biodiesel " 2345 Test Way
Co. Facility St. Augustine, Florida
90424
United States
Use Selected Facility | Create New Facility
Back I Cancel Facility
If it is determined that your Facility exists in OTAQReg, choose the desired facility by selecting
the corresponding radio button and clicking the "Use Selected Facility" button, as seen in Figure
5-23. Figure 5-20 will display.
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Figure 5-20 Existing Facility Details
OTAQ Registration
LUContact Us
Create New Company: Facility Details
- Facility Name and Location
Note: Address 1 may not be a PO Box. If vou are entering an international address that has no postal code,
enter '00000'.
* Facility Name: Reserved25GL TEST
* Valid From (MM/DD [10/5/11
-I Optional
Address 1: Test
Address 2:
City: Test
State: Tennessee
Postal Code: 12345
Country: United States
* Contact E-mail:
* Contact Phone:
Contact Fax:
The existing Facility Name and Location will be pre-populated on the page. The Facility Name
field is editable however you are not able to edit the facility location for an existing facility.
Provide information for all required fields and click the "Next" button. Figure 5-21 will display.
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Figure 5-21 Create Facility Details
Renewable Facility Information
-Renewable Facility
1'ledi.e [.elect From List v
* Facility not subject to the 20% GHC Threshold (Title 40 CFR 80. 1 4031
P ease Se ect From List v
Fuels Imported /Created & Pathways
Facility Totals
* Permitted Capacity (gallons):
40 CFR 80.1401
* Actual Peak Capacity (gallons):
There are currently no fuels
OTAQ Registration
L "Contact Lk
Create New Company: Facility Details
Record Storage
"fc Records for this facilit1
* Location:
* Address 1:
Address 2:
* City:
* State:
* Postal Code:
* Country:
/ are stored : D On Site H Off Site
Please Select From List
United States
v
* Contact Name:
* Contact Title:
* Contact E-mail:
* Contact Phone:
Contact Fax.
'1 1
With your registration forms, please include the following Producer Supplemental Documents (required pursuant to 40 CFR
80.1450 (b)):
Updated CDX facility registration
Independent third party engineering review
Process heat fuel supply plan
Air permits (if applicable)
Production records (if applicable)
Separated food waste plan (if applicable)
Any other documentation required pursuant to 40 CFR 30.1450(b)
* Fuel produced at this facility is used for off road use only and is not subject to the Fuels and Fuel Additive Registration
(FFARS Part 79)
Enter information in all required fields by typing in the textboxes and selecting from available
drop-down menus. The sections and required fields displayed on the Facility Details page will
vary depending on the Facility Types and Facility Activities you previously selected for the
facility.
Click the "Save Facility" button when finished. Figure 5-22 will display.
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Figure 5-22 Review Facility List
OTAQ Registration
I I Contact Us
Create New Company: Facility List
Remove? Name
|~~ Test Facility
| Augustine Test Co.
Type * Location
Gas Ethanol 1 234 Any Street
Any Town, Massachusetts 01 865
United States
Gas. Ethanol 12345 Test Way
St. Augustine, Florida 90424
United States
Remove Selected
Review I Back
If the displayed facility information is correct, click the "Review" button. Figure 5-23 will
display.
5.5 Review and Submit New Company Information
Figure 5-23 Create New Company: Review
OTAQ Registration
Create New Company: Review
Company Info
Basic Information
Company Name and Location
Company ID:
Company Name: Test Company A
Created On (MM/DD 09/15/2011
/YYYY):
Valid From (MM/DD 09/15/2011
/YYYY):
Valid To (MM/DD
/YYYY):
Address 1: 3400 Tes
Address 2:
City: Test
State: Alabama
Postal Code: 12345
Country: United Sta
- Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) o
company. The RCO may not be an agent or third party who is not directly employed by the company.
RCO Name: Jonathan Test
RCO Title: RCO
The Create New Company: Review page displays a read-only version of the company and
facility details provided. If the new company information on the page is correct click the
"Continue" button. Figure 5-24 will display.
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Figure 5-24 Further Action Required Pop-up
Further Action Required
In order for this registration to be submitted to EPA, you must click the applicable blue
button on the following screen- EPA will not process registrations if a user fails to click
the applicable button and submit the paperwork either electronically or via mail.
You will not be able to electronically sign within the OTAQReg application until your
CDX ESA is received by the Fuels Program.
If you are not able to have your registration electronically signed, the registration
forms must be printed, signed and mailed to Fuels Program Registration at:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1200 Pennsylvania Ave NW
Washington, DC 20460
It is recommended that all registration materials including ESAs are sent in the same
package
Click "OK" to Close the pop-up and continue to the next page. Figure 5-25 will display.
Figure 5-25 Create New Company: Submit Request Page
OTAQ Registration
CU Contact Us
Create New Company: Submit Request
Please click the Submit button to make the submission request and move on to print the registration forms.
Click the "Submit" button to submit your request. Figure 5-26 will display.
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Figure 5-26 Further Action Required Page
OTAQ Registration
Further Action Required
Click here to save copies of your registration forms.
Submission method:
1. Print, sign, and mail the form to EPA
Mailing address
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V: (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
Please contact support^epamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Once you have submitted your New Company Request, you will receive an email notification
stating your new company is awaiting RCO signature. The company request will appear in the
pending requests section of your OTAQ Registration Home Page, as shown in Figure 5-27.
Note: All New Company requests require a signed RCO statement by your company's Responsible Corporate
Officer. The RCO signature statement is included in the hard copy of your new company registration forms.
New Company Requests cannot be electronically signed.
5.6 Pending New Company Requests
Congratulations! You have successfully submitted your New Company Request in the
OTAQReg application. As shown in Figure 5-27, your request will be displayed in your Pending
Requests queue on your OTAQ Registration Home Page along with its current status.
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Figure 5-27 OTAQ Registration Home page: Pending Requests
OTAQ Registration
GZ1 Contact Us
OTAQ Reqistration Home
ID * Request For
JL3 841 Test Co-noany ^LC
Legend L_Q New Company liปJ Con
* Created On * Requested By
OS 26 20'
no any Update
" " ' 22 AM Mike Seavey
> Company Association A RCO Update
* Status T
Awaiting EPA Review |
Company Information
One item found.
Company ID * Companv Nan
0002 Biofuel Test D
Pages
* Roles
Company Edito
- Registration Lists
EPA Fuels Programs Company and Facility List
E-i ~.\* s --eg a-ns C';-i:;a-v. _ist
Independent Lab List
To view a pending New Company Request, click the Company Name link in the Pending
Requests Queue for a request identified with the New Company icon -O. Figure 5-28 will
display.
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Figure 5-28 New Company Request
OTAQ Registration
Company Request
You are currently in VIEW mode.
Request Information -
Request ID: CR-1Q12
Request Type : New Company
Request Status : Awaiting RCO Wet Ink Signatur
Company Details Roles Facility Details
Basic Information
- Company Name and Location -
Company ID:
Company Name: Test Company A
Created On (MM/DD 10/05/2011
/YYYY):
Valid From (MM/DD 10/05/2011
/YYYY):
Valid To (MM/DD
/YYYY):
LJContact Us
j) View printer-friendly v
CreatedOn: 10/05/2011 12:43 PM
Modified On : 10/05/2011 1 2:43 PM
Requested By : Joe Test
Address 1: 3400 Test Street
Address 2:
Chy: San Diego
State: California
Postal Code: 12345
Country: United States
Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
employee ('with an appropriate title) of the company registering who is legally liable for the information submitted for the
company. The RCO may not be an agent or third party who is not directly employed by the company.
RCO Name: Jonathan Test
RCO Title: RCO
RCO E-mail: otaqregrco@gmail.com
RCO Phone: 333-333-3333
RCO Fax: 222-222-2222
Program Type and Business Activities
- Program Type and Business Activities
Gasoline
Refiner
Non-Renewable Fuels Importer
Oxygenate Blender (Reformulated Gasoline Program)
Renewable Fuel Standard
Renewable Fuel Producer
Renewable Fuels Importer
For each Program Type selected above, indicate if:
Domestic company with only domestic facility or facilities, please put "No"
RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80.1467
Gasoline/RFC - Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
* Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.410(k), if
applicable
* Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable
Pursuant to 80.1406(c)(l), an obligated party may comply with its annual compliance requirements for all of its refineries in th<
aggregate, or for each refinery individually. However, if the obligated party carries a deficit from one year to the next, then the
party must maintain the same approach to aggregation in the next calendar year. Please indicate the compliance level below:
Aggregation of Refineries
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The New Company Request page displays all of the company's information. To return to the
OTAQReg Home Page click the "Return" button.
To cancel the New Company Request, click the "Cancel Request" button. A notification window
will appear, prompting you to select the "Yes" button to continue with the request cancellation or
the "No" button to return to the previous page. The request will be canceled immediately and
will no longer display in the Pending Requests queue.
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6 View Company Details
The following section describes how to view company details in the OTAQReg application.
Figure 6-1 OTAQ Registration Home Page
OTAQ Registration
E3 Contact Us
OTAQ Registration Home
- Pending Requests
ID * Request Far * Created On * Requested By * Status *
i_3 841 Test Com oanyPLC 08 26/201 1 11:22 AM Mike Seavey Awaiting EPA Review
Legend: L_Q New Company U*J Company Update ^ Company Association & RCO Update
Company Information
One item found.
Company ID T Company Na
Pages:
0002 | Biofuel Test D
Roles
Company Editor
Registration Lists
EPA Fuels Programs Company and Facility List
I1'- ~_ie : "Cg'flTIS C r:-1 :j a.-V, _ :,1
Indeoendent Lab List
To view a company's details, navigate to your OTAQ Registration Home Page and click the
Company Name link for a company with which you have an active role, as seen in Figure 6-1.
The company details will display, as shown in Figure 6-2.
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Figure 6-2 Company Information: Company Details
OTAQ Registration
OTAQ Registration Home
Associate to Company
Update Existing
Company Associations
Edit User Profile
I Contact Us
Company Information: Company Details
You are currently in VIEW mode.
Company Details Facility Details
Basic Information
Company Name and Location
Company ID: 0002
Company Name: Biofuel Test D
Created On 07 29 2011
(MM DD YYYY):
Valid From 07292011
(MM DD YYYY):
Valid To
(MM DD YYYY):
Address I : 3000 Test Street
Address 2
City: Springfield
State: South Carolina
Postal Code: 12345
Country United States
Responsible Corporate Officer (RCO) Info
The resoonsiole corporate officer (RCO) of the company must oe an official officer (President. Vice President, CEO. etc.) or
employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
company The RCO may not be an agent or third party who is not directly employed by the company.
RCO Name: Jennifer Paine
RCO Title: President
RCO E-mail: aaaSaa.com
RCO Phone: 333-333-3333
RCO Fax: 111-111-1111
Program Type and Business Activities
Program Type and Business Activities
Renewaole Fuel Standard
Renewaole Fuel Producer
Company Foreign Bond
For each Program Type selected above, indicate yes if your company is:
Foreign Owned with Domestic Facilities, or
Your company has met the bonding requirements of Title 40 CFR Parts SO 1 465, 80.1 466, or 80.1 467
Renewaole Fuel Standard : Yes
Company Contacts
There are currently no company contacts.
The level of company information displayed depends on your OTAQ Registration role for the
company. Please reference Appendix A: OTAQ Registration Roles for further information on the
OTAQ Registration Roles and their designated rights.
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7 Edit Company Details
The following sections describe how to edit company details in the OTAQReg application.
Note: You MUST have the Company Editor role for your company to edit company details.
7.1 Edit Company Details
Figure 7-1 OTAQ Registration Home Page
OTAQ Registration
L3 Contact Us
OTAQ Registration Home
Pending Requests
ID T Request For T Created On T Requested By
3 841 Test Company PLC 08 262011 11:22 AM Mike Seavey
Legend: Lo New Company ^ Company Update *** Company Association A RCO Uodate
T Status
Awaiting :
Company Information
One item found
Company ID T Company Name
0002
* Roles
Company Editor
- Registration Lists
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Indeoendent Lao List
To edit a company's details, navigate to your OTAQ Registration Home Page and click the
Company Name link for a company with which you have an active Company Editor role, as seen
in Figure 7-1. Figure 7-2 will display.
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Figure 7-2 Company Information: Company Details
OTAQ Registration
Ocontact Us
Company Information: Company Details
You are currently in VIEW mode.
OTAQ Registr
Associate to Company
Update Existing Company
Edit User Profile
Company Details Facility Details
Basic Information
- Company Name and Location
Company ID: 3230
Company Name: Blofuel Test A
Created On (MM/DD 01/12/2011
/YYYY):
Valid From (MM/DD 01/12/2011
/YYYY):
Valid To (MM/DD
/YYYY):
Address 1: 6000 Test Street
Address 2: Suite C-l
City: Burmingham
State: Alabama
Postal Code: 15555
Country: United States
- Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
company. The RCO may not be an agent or third party who is not directly employed by the company.
RCO Name: Charley
RCO Title: McTest
RCO E-mail: test@example.com
RCO Phone: 123-123-1234x12345
RCO Fax: 123-123-1234
Program Type and Business Activities
- Program Type and Business Activities
Gasoline
Independent Lab
- Company Foreign Bond
For each Program Type selected above, indicate if:
Domestic company with onlv domestic facility or facilities, please put "No"
RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80.1467
Gasoline/RFC - Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.410(k), if
applicable
Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable
Gasoline : No
- Refiner Compliance Level
Pursuant to 80.1406(c)(l), an obligated part/ may comply with its annual compliance requirements for all of its refineries in the
aggregate, or for each refinery individually. However, if the obligated party carries a deficit from one year to the next, then the
party must maintain the same approach to aggregation in the next calendar year. Please indicate the compliance level below:
Refinery-by-refinery
Company Contacts
There are currently no company contacts
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The top of the page states, "You are currently in VIEW mode." Click the "Edit" button located
on the top right side of the page. Figure 7-3 will display.
Figure 7-3 Company Details Edit Page
OTAQ Registration
Company Information: Company Details
You are currently in EDIT mode.
I Company Details | | Facility Details
Basic Information
Company Name and Location
Note. Address ! should not be a PO Box. If you are entering an international address, enter rOOOOO' as the Zip code
Company ID 0002
* Address 1 |3000 Test Stree!
* Company Name [Biofuel TestC
* Created On 07 29 2011
[MM DD YYYY):
* State: I South Carolina
Valid From 0729,2011
[MM DD YYYY):
* Country (United State'
Valid To
MM DD YYYY!
Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO! of the company must pe an official officer (President, Vice President. CEO, etc.:
employee [with an appropriate title! of the company registering who is legally liaole for the information submitted for th
company. The RCO may not be an agent or third party who is not directly employed by the comoany.
RCO Name Jennifer Paine
RCO Title President
RCO E-mail aaaSaa com
RCO Phone. 333-333-3333
RCO Fax 111-111-1111
Program Type and Business Activities
Program Type and Business Activities
l~~ Gasoline
l~ Diesel
Renewable Fuel Standard
Renewable Fuel Producer
l~~ Renewable Fuels Importer
l~~ Renewable Fuels Exporter
F Foreign Undenatured Ethanol Producer
f~ RIN Owner Only (Blenders, Marketers, Traders)
P" PADD Importer (Renewable Fuel Importer!
Small Blender (Blenders in 40 CFR 80.1 4401
Company Foreign Bond
For each Program Type selected aboye. indicate yes if you
Foreign Owned with Domestic Facilities, or
40 CFR Parts 80.1465 30 '-66 or 80.1467
* Renewable ft*el Standard
Company Contacts
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The page will now state, "You are currently in EDIT mode."
Edit the company information by typing in the textboxes, selecting new checkboxes, and/or
selecting new radio buttons. The company's facility details and RCO information may also be
updated. Information on how to edit these pieces of information can be found in Sections 7.4 and
7.6 respectively.
When all updates have been made, click the "Review" button. Figure 7-4 will display.
Note: If the company edits contain changes to the company's Program Types and Business Activities that have
specific facility requirements, you will be prompted with an error message to edit the Facility Information
accordingly.
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7.2 Review Company Details Changes
Figure 7-4 Company Information: Review
OTAQ Registration
Company Information: Review
You are currently in EDIT mode.
Basic Information
Company Name and Location
Company ID: 0002
Company Name: Biofuel Test D
Address I 3000 Test Road
Address 2:
City Springfield
State: South Carolina
PostalCode: 12345
Ccunt-v United if.i.^;.
Created On 07 29 2011
(MM DD
Valid To
MM DD YYYY)
Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official ofricer (President vice President, C^O. etc 1 c
employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
company The RCO may not be an agent or third party who is not directly employed by the company.
RCO Name Jennifer Paine
RCO Title: President
RCO E-mail:
RCO Phone: 333-333-3333
RCO Fax: 111-111-
Program Type and Business Activities
Program Type and Business Activities
Gasoline
Company Foreign Bond
For each Program Type selected apove. indicate yes if your company is
Foreign Owned with Domestic Facilities, or
Your company has met the bonding requirements of Title 40 CFR Parts 80.1465. 80.1466. or 60.1 467
Gasoline No
Company Contacts
ID * Name
80032 48C Facility
1200 3 Street
San Diego, California 22222
United States
* Updated *& Remove
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The Company Information Review page displays a read-only version of the updated company
record. If the information displayed on the review screen is correct, click the "Continue" button.
Figure 7-5 will display.
Figure 7-5 Further Action Required Pop-up
Further Action Required
In order For this registration to be submitted to EPA, you must click the aoplicable blue
button on the following screen. EPA will not process registrations if a user fails to click
the applicable button and submit the paperwork either electronically or via mail.
You will not be able to electronically sign within the QTAQReg application until your
C'DX ESA is received by the Fuels Program.
If you are not able to have your registration electronically signed, the registration
forms must be printed, signed and mailed to Fuels Program Registration at:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
It is recommended that all registration materials including ESAs are sent in the same
package.
Click "OK" to Close the pop-up and continue to the next page. Figure 7-6 will display.
Figure 7-6 Company Information: Submit Request Page
OTAQ Registration
LZ1 Contact Us
Company Information: Submit Request
Please ciick the Submit button to make the submission request and move on to print the registration forms.
I Submit I
Click the "Submit" button to submit your request. Figure 7-7 will display.
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Figure 7-7 Further Action Required Page
LZl Contact Us
Further Action Required
Click here to save copies of your registration forms.
Submission options:
1. Have the RCO electronically sign the request.
The RCO of this company must have e-signature capabilities in the OTAQReg application, which will be indicated by this
request appearing as "Awaiting RCO Electronic Signature" in your "Pending Requests" queue on your OTAQReg homepage.
The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue". No additional steps are
necessary after the request is electronically signed by the RCO
OR
2- Print, sign, and mail the form to EPA
Mailing address
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
Pie
ontact suooort^
if you ha
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Once you have submitted your Company Update request, you will receive an email notification
stating your company update request is awaiting RCO signature along with a hard copy of your
company update registration forms.
The request will also be listed in the pending requests section of your OTAQ Registration Home
Page, as shown in Figure 7-8. Company Updates must be signed by the Company RCO and
approved by EPA.
Note: All Company Update requests require a signed RCO statement by your Company's Responsible Corporate
Officer. The RCO signature statement is included in the hard copy of your company update registration forms.
This letter can be electronically signed by the RCO in OTAQReg if they have a valid CDX ES A.
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7.3 Pending Company Update Request
Congratulations! You have successfully submitted your Company Update Request in the
OTAQReg application. As shown in Figure 7-8, your request will be displayed in your Pending
Requests queue on your OTAQ Registration Home Page along with its current status.
Figure 7-8 Updated Company Pending Request
OTAQ Registration
OTAQ Registration Home
I't'riuiriij nriJUfM?.
ID * RrquปM For 1
LI 54; Bicltel Tcit D roOQJi
.^ 8< 1 THE Cempwy PLC
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> C.r*trd On s
OS 25 20: I 'I 27 PM
OS 26 201 1 1 1 tl AM
K--ilur-.lrrJ Fly Slซ!ut 4
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Mikป S**vty AwmiMij EPA fLtvit*
Company Information
One item f
000?
Listi
* P4 Fuels Progrirns Camiunv ปrd Fiolrty LiM
To view a pending Company Update Request, click the Company Name link in the Pending
,
Requests Queue for a request identified with the Company Update icon^ . Figure 7-9 will
display.
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Figure 7-9 Company Update Request
OTAQ Registration
Company Request
You are currently in VIEW mode.
Request Information
Request ID : CR-2096
Request Type : Company Update
Request Status : Awaiting RCO Electronic Sign,
List of Changes
Removed facility Test Facility"
State changed from "Alabama" to "Georgia"
parry Details Facility Details
Basic Information
- Company Name and Location -
Company ID: 3230
Company Name: Elofuel Test A
Created On (MM/DD 01/12/2011
/YYYY);
Valid From (MM/DD 01/12/2011
/YYYY):
Valid To (MM/DD
/YYYY):
- Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) c
employee (with an appropriate title) of the company registering who is legally liable for the information submi
company. The R.CO may not be an agent or third part/ who is not directly employed by the compar"
QContact Us
>r-friendlyv
Created On: 10/05/2011 01:47 PM
ModifiedOn: 10/05/2011 01:47 PM
Requested By : Ted Mosby
Address 1: 6000 Test Street
Address 2: Suite C-l
City: Burmingham
State: Georgia
Postal Code: 15555
Country: United States
RCO Name: Charley
RCO Title: McTest
RCO E-mail: test@example.com
RCOPhone: 123-1 23-1234 x!2345
RCO Fax: 123-123-1234
Program Type and Business Activities
- Program Type and Business Activities -
For each Program Type selected above, indicate if:
Domestic company with only domestic facility or facilities, please put "No"
* RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, SO, 1466, or 80.1467
Gasoline/RFC - Your company has met the bonding requirements of Title 40 CFR Parts S0.94(k)
Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts SQ.410(k), if
applicable
Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 8Q.620(k), if applicable
Pursuant to 80.1406(c)(l), an obligated part/ may comply with its annual compliance requirements for all of its refineries in the
aggregate, or for each refinery individually. However, if the obligated party carries a deficit from one year to the next, then the
party must maintain the same approach to aggregation in the next calendar year. Please indicate the compliance level below:
Refinery-by-refinery
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The Company Update Request page displays the current company information as well as a list of
changes made by the request. To view the active version of the company record, click the "View
Active Version" button.
To return to the OTAQReg Home Page, click the "Return" button.
To cancel the Company Update Request, click the "Cancel Request" button. A notification
window will appear, prompting you to select the "Yes" button to continue with the request
cancellation or the "No" button to return to the previous page. The request will be canceled
immediately and will no longer display in the Pending Requests queue.
7.4 Edit Facility Details
To edit Facility Details for a company, click the Facility Details tab, shown in Figure 7-10, while
in EDIT mode. Figure 7-11 will display.
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Figure 7-10 Facility Details Tab
OTAQ Registration
LZlContact Us
Company Information: Company Details
You are currently in EDIT mode.
OTAQ Registration Home
Associate to Company
I Company Details Facility Details
Update Existing Company
Basic Information
- Company Name and Location
Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code,
enter "00000".
Companv ID: 3230
* Address 1: 6000 Test Street
* Companv Name: [Blofuel Test A
Address 2: !SuiteC-l
* Created On (MM/DD 01/12/2011
/YYYY):
Valid From (MM/DD 01/12/2011
/YYYY):
*City:
* State:
* Postal Code:
Burmingham
Alabama
15555
Valid To (MM/DD
/YYYY!:
-' Optional
* Country: United States
- Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
company. The RCO may not be an agent or third party who is not directly employed by the company.
RCO Name: Charley
RCO Title: McTest
RCO E-mail: test@example.com
RCO Phone: 123-123-1234x12345
RCO Fax: 123-123-1234
Program Type and Business Activities
- Program Type and Business Activities
0 Gasoline
D Refiner
I I Non-Renewable Fuels Importer
LJ Oxygenate Blender (Reformulated Gasoline Program)
0 Independent Lab
D Small Refiner
D PADD Importer
D Diesel
D Renewable Fuel Standard
- Company Foreign Bond
For each Program Type selected aboye, indicate if:
Domestic company with only domestic facility or facilities, please put "No"
RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80.1 467
Gasoline/RFG - Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.41 0(k), if
applicable
Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable
* Gasoline O Yes ฉNo
Company Contacts
There are currentiy no company contacts.
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Figure 7-11 Company Information: Facility List
OTAQ Registration
Company Information: Facility List
You are currently in EDIT mode.
Company Details Facility Details
Remove? ID * Name
D 10002 [|LP Test LLC - PADD 2
* Type
Gas/Ethano! - PADD
Remove Selected
T Locatio
3200TestSt. Ste. 145
Baltimore, Maryland 22222
United States
Click the facility name link. Figure 7-12 will display.
Figure 7-12 Company Information: Facility Type
OTAQ Registration
CJContact Us
Company Information: Facility Type
You are currently in EDIT mode.
Note: For assistance regarding PADD Regions, consult the DOE's PADD map. IEXIT Disclaimer
Gas/Ethanol - PADD
The Facility Type page displays the facility's current facility type. This information is not
editable for any existing facilities. Click the "Next" button. Figure 7-13 will display.
Figure 7-13 Company Information: Facility Activities
OTAQ Registration
LUContact Us
Company Information: Facility Activities
You are currently in EDIT mode.
Company Details Facility Details
Facility Activities
Select all facility activities that are performed at this facility.
0 [10002] Won Renewable Fuels Importer
Hack I Return to Facility List
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The Facility Activities page displays all possible facility activities. Select the appropriate facility
activities and click the "Next" button. Figure 7-14 will display.
Figure 7-14 Company Information: Basic Facility Details
Facility Name and Location
* Valid From (MM/DD 8/1/11
/YYYY):
OTAQ Registration
QContact Us
Company Information: Facility Details
You are currently in EDIT mode.
Note: Address 1 may not be a PO Box. If vou are entering an international address that has no postal code,
enter '00000'.
Address 1: 3200 Test St.
Address 2: Ste. 145
City: Baltimore
State: Maryland
Postal Code: 22222
Country: United States
* Contact E-mail:
* Contact Phone:
inil. e'.iUtest.com
333-333-3333
Contact Fax: 222-222-2222
The Basic Facility Details page is pre-populated with the current facility detail information.
Update the information by typing in the textboxes. When finished click the "Next" button. Figure
7-15 will display.
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Figure 7-15 Company Information: Facility Details
OTAQ Registration
OContact Us
Company Information: Facility Details
You are currently in EDIT mode.
Company Details Facility Details
Record Storage
- Record Storage
* Records for this facility are stored : 0 On Site d Off Site
Independent Lab
- Independent Lab
A Does this facility produce Reformulated Gasoline (RFC) and/or Reformulated Gasoline Elendstock for Oxygenate
Blending (REOE)?
OYes ฉNo
The Facility Details page is pre-populated with the current facility information. Make any
required updates to the facility specific information and click the "Save Facility" button to apply
the changes. Figure 7-16 will display.
Figure 7-16 Facility List: Updated Facility
OTAQ Registration
Company Information: Facility List
You are currently in EDIT mode.
Company Details Facility Details
Remove? ID * Name T Type
D 10002 JLP Test LLC - PADD 2 Gas/Ethanol - PADD
3200TestSt. Ste. 145
Baltimore, Maryland 22222
United States
The facility will display with the updated iconlป . Click the "Review" button and follow the
steps in Section 7.2 to complete your Company Update submission.
7.5 Remove Facility
To remove a Facility from a company, click the Facility Details tab, as seen in Figure 7-3, while
in EDIT mode. Figure 7-17 will display.
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Figure 7-17 Company Information: Facility List
OTAQ Registration
Company Information: Facility List
You are currently in EDIT mode.
LH Contact Us
* Type
Gas Ethanol
w Locatit
12345 Test Way
St- Augustine, Florida 90424
United States
Select the checkbox for the corresponding facility and click the "Remove Selected" button.
Figure 7-18 will display.
Figure 7-18 Remove Facility Confirmation
Remove Facility?
Are you sure you want to remove the selected facilities?
Click the "Yes" button to remove the facility. Figure 7-19 will display.
Figure 7-19 Facility List: Removed Facility
OTAQ Registration
O Contact Us
Company Information: Facility List
You are currently in EDIT mode.
Company Details Facility Details
Remove? ID * Name
r~ 00013 Augustine Test Co.
* Type
Gas Ethanol 1 2345 Test Way
St. Augustine, Florida 90424
United States
The facility will display with the removed icon . Click the "review" button and follow the
steps in Section 7.2 to complete your Company Update submission.
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7.6 Initiate RCO Update Request
To update the RCO information for your company, click the "Initiate RCO Update Request"
button shown in while in EDIT mode, as shown in Figure 7-20. Figure 7-21 will display.
Note: Clicking the "Initiate RCO Update Request'
separately from any company edits.
button will initiate a RCO Update request which is processed
Figure 7-20 Initiate RCO Update Request
| OTAQ Registration E3Contซct us
1 Company Information: Company Details
Company Details Facility Details
Basic Information
Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code,
enter 'OOOOO'.
Company ID' 0006
* Address 1: 3200 Test St.
* Company Name: [jLP Test LLC Address 2: Ste. 145
* Created On (MM/DD 08/01/201
/YYYY):
Valid From (MM/DD 08/01/201
/YYYY):
Valid To (MM/DD
/YYYY):
- Responsible Corporate O
The responsible corporate officer (RC
employee (with an appropriate title)
company. The RCO may not be an ac
RCO Name: Jenny Paine
RCO Title. CEO
RCO E-mail: jennifer.pair
RCO Phone: 123-123-1
RCO Fax: 222-222-2
Program Type and Busines
* City: Baltimore
* State: Maryland
* Postal Code: 22222
1 El Optional * Lountry: United 5tates
0) of the company must be an official officer (President, Vice President, CEO, etc.) or
f the company registering who is legally liable for the information submitted for the
ent iir tinr'd D^n.v wrm is riot dir^al'.' pmploved bv the company
(^mimimmrmm^
e21@gmail.com
234
222
0 Gasoline
D Refiner
D Non-Renewable Fuels Importer
D Oxygenate Blender (Reformulated Gasoline Program)
D Independent Lab
D Small Refner
0PADD Importer
D Diesel
D Renewable Fuel Standard
For each Program Type selected abo
ts, indicate if:
RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80. 1467
Gasoline/RFC -Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.4 10(kX if
applicable
Diesel - Your company has met the bonding requirements of Title 40 CFR Parts S0.620(k), if applicable
* Gasoline ฉYes O No
Company Contacts
iirriirrniiiriiiiniiiiimn
^
ts.
g
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Figure 7-21 RCO Update
OTAQ Registration
RCO Update
Company Name and Location
Company ID: 0002
Company Name: Biofuel Test D
O Contact Us
Address 1 : 3000 Test Street
Address 2:
City: Springfield
State: South Carolina
Postal Code: 12345
Country United States
- Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCOj of the comoany must be an official officer (President, Vice President, CEO, etc,} or
employee (with an appropriate title) of the company registering who is legally liable for the information supmitted for the
company. The RCO may not be an agent or third party who is not directly employed by the company.
RCO CDX User ID: (mpseavey
* RCO Name: [JenniferPaine
RCO E-mail (aaa@aa.com
* RCO Title: |president
* Confirm RCO t-mail: (aaa@aa.com
* RCO Phone: |333-333-3333
RCO Fax: (111-111-1111
J
The RCO Update page is pre-populated with the current RCO information. Update the RCO
information by typing in the displayed textboxes. Please note you must enter a reason for the
RCO update. Once you have completed your RCO updates, click the "Continue" button. Figure
7-22 will display.
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Figure 7-22 Further Action Required Pop-up
Further Action Required
In order for this registration to be submitted to EPA, you must click the applicable blue
button on the following screen. EPA will not process registrations if a user fails to click
the aoplicable button and submit the paperwork either electronically or via mail.
You will not be able to electronically sign within the OTAQReg application until your
CDX ESA is received by the Fuels Program.
If you are not able to hai/e your registration electronically signed, the registration
forms must be printed, signed and mailed to Fuels Program Registration at:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1 200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S- Environmental Protection Agency
Mail Code 6405A
1200 Pennsylvania Ave NW
Washington, DC 20460
It is recommended that all registration materials including ESAs are sent in the same
package.
A popup window will display indicating that further action is required to complete this RCO
update. Once you have reviewed the message, click the "OK" button. Figure 7-23 will display.
Figure 7-23 Submit Request
OTAQ Registration
QContact Us
Submit Request
Please click the Submit button to make the submission request and move on to print the registration forms.
Click the "Submit" button. Figure 7-24 will display.
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Figure 7-24 Further Action Required Page
Further Action Required
Click here to save copies of your registration forms.
Submission method:
1. Print, sign, and mail the form to EPA
Mailing address
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington, DC 20004
US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1 200 Pennsylvania Ave NW
Washington, DC 20460
Please contact support^'epamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
An email will be sent to you, the current company RCO, and the new company RCO (if
applicable) containing a hardcopy of the request and confirming your RCO update request. The
request will also be listed in the pending requests section of your OTAQ Registration Home
Page, as shown in Figure 7-25.
Note: All RCO Updates must be hand-signed by the existing company RCO and the new company RCO (if the
RCO is changing) and mailed to the Fuels Program. The signature letter is included in the hard copy of the
request. RCO Update requests cannot be electronically signed.
7.7 Pending RCO Update Request
Congratulations! You have successfully submitted your RCO Update Request in the OTAQReg
application. As shown in Figure 7-25, your request will be displayed in your Pending Requests
queue on your OTAQ Registration Home Page along with its current status.
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Figure 7-25 Pending RCO Update
OTAQ Registration
D Contact Us
OTAQ Registration Home
Kenamg Kequesis
ID * Request For
[fl 843 Biofuel Test D [0002]
ui 841 Test Company PLC
* Created On
08 26 2011 02:1 8PM
T Requested By
Mike Seayey
08 26:201 1 1 1 :22 AM Mike Seavey
* Status
Awaiting EPA Review |
Awaiting EPA Review
*
Legend: L_o New Company k^J Company Update Company Association * RCO Update
Company Information
One item found.
Company ID w Company Name
0002 Biofuel Test D
Roles
Co mo any Editor
Pages" 1
*
Registration Lists
ป EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Independent Las List
To view a pending RCO Update Request, click the Company Name link in the Pending Requests
Queue for a request identified with the RCO update icon** . Figure 7-26 will display.
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Figure 7-26 RCO Update Request
OTAQ Registration
OTAQ Registr
ociate to Company
Update Existing Company
Associations
RCO Update Request
Request Information
LZIContact Us
View printer-friendly version
Request ID : CR-2097
Request Type : RCO Update
Request Status : Awaiting RCO Wet Ink Signature
Created On : 10/05/2011 02:22 PM
Modified On: 10/05/2011 02:22 PM
Requested By : George Castanza
List of Changes
RCO E-mail changed from "jennifer.paine2 1 ฉgmail.corn" to "otaqregrco'^'q
RCO Title changed from "CEO" to "Responsible Corporate Official"
RCO Name changed from 'Jenny Paine" to 'Jennifer Test"
imail.com
Company Name and Location
Company ID: 0006
Company Name: JLP Test LLC
Address 1: 3200 Test St.
Address 2: Ste. 145
City: Baltimore
State: Maryland
Postal Code: 22222
Country: United States
- Responsible Corporate Officer (RCO) Info
The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
company. The RCO may not be an agent or third part/ who is not directly employed by the company.
RCO CDX User ID: OTAQRegRC02
RCO Name: Jennifer Test
RCO Title: Responsible Corporate Official
RCO E-mail: otaqregrco@grnail.com
RCO Phone: 123-123-1234
RCO Fax: 222-222-2222
Reason for RCO Update:
llpHatpH c.-mail arjrlr^cc anrl title.
Return I Cancel Request
The RCO Update Request page displays the current RCO information as well as a list of changes
made by the request. To return to the OTAQReg Home Page click the "Return" button.
To cancel the RCO Update Request, click the "Cancel Request" button. A notification window
will appear, prompting you to select the "Yes" button to continue with the request cancellation or
the "No" button to return to the previous page. The request will be canceled immediately and
will no longer display in the Pending Requests queue.
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8 Appendix A: OTAQ Registration Roles
8.1 OTAQ Registration Roles
Limited Company Viewer: This role has limited read-only access to associated company and
facility information. Users with this role will not be able to see RCO information. These
users will also be limited to only basic facility information on the Facility Details page.
Company Viewer: This role has full read-only access to associated company and facility
information.
Company Editor: This role has full viewing and editing rights to associated company and
facility information.
8.2 OTAQ Program Roles:
Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter: Users should select this role if they
are registering for the Cellulosic Biofuel Waiver Credits Pay.gov application to purchase
cellulosic biofuel waiver credits on behalf of the company (This role should only be selected
if the company registered as a gasoline or diesel refiner or a non-renewable fuels importer).
DC Fuels Submitter, Third Party Engineering Review: This role applies only if users are
registering for the DC Fuels data flow and Title 40 CFR Part 80 Subpart M Independent
Third Party Engineering Review. This will be automatically selected when "Independent
Third Party Engineer" is chosen.
DC Fuels Submitter, Title 40 CFR Part 79 Subparts A,B,C,D, and F: Users should select this
role if they are registering for the DC Fuels data flow and Title 40 CFR Part 79 Regulation of
Fuels and Fuel Additives.
DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L: Users should select
this role if they are registering for the DC Fuels data flow and Title 40 CFR Part 80
Reformulated Gasoline / Anti-Dumping / Gasoline Toxics / Gasoline Sulfur / Gasoline
Benzene.
DC Fuels Submitter, Title 40 CFR Part 80 Subpart I: Users should select this role if they are
registering for the DC Fuels data flow and Title 40 CFR Part 80 Motor Vehicle, Nonroad,
Locomotive, and Marine Diesel Fuel.
DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M: Users should select this role if
they are registering for the DC Fuels data flow and Title 40 CFR Part 80 Renewable Fuel
Standard.
EMTS Viewer: User should select this role if they are requesting view-only access to the
EMTS data flow.
EMTS Submitter: Users should select this role if they are requesting both editing and
submitting rights to EMTS.
Agent: Users should select this role if they are an agent for a company (The definition of an
agent is a person who is not a direct employee of the company).
Independent Third Party Engineer: Users should select this role if they are an independent
third party engineer. Selecting this role will automatically de-select all other OTAQReg
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Program roles, and add the DC Fuel Submitter, Third Party Engineering Review and OTAQ
Registration Company Viewer roles. All other roles will be disabled.
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9 Appendix B: Using the e-Signature Widget
Users should refer to the steps outlined in this section to successfully sign their Electronic
Signature Agreement. For information regarding signing change requests in the OTAQReg
application, please see the Responsible Corporate Officer (RCO) User Guide.
Figure 9-1 will display.
Figure 9-1 Authentication
eSignature Widget
1. Login into CDX
User:
OTAQREGTESTER1
Password:
This page requires you to verify your CDX identity. The page displays your CDX User ID and a
field to provide your CDX password. If you enter an incorrect password, you will be prompted
with an error message. After three failed attempts, your CDX account will be locked. To unlock
your account, contact the CDX Help Desk at 888-890-1995 or helpdesk@epacdx.net.
Enter your CDX user account password and click the "Login" button. Figure 9-2 will display.
Figure 9-2 Answer Secret Question
eSignature Widget
1. Login into CDX
User:
OTAQREGTESTER1
Password:
2. Answer Secret Question
Question:
What was your first pet's name?
Answer:
Welcome Jenny Paine
The next step is to provide the answer to your secret question. The page will display one of the
five secret questions you chose during your e-Signature PIN verification.
If you fail to respond or enter an incorrect answer, you will be prompted with an error message.
Please note that the secret question will not change should you answer incorrectly. After three
failed attempts, your CDX account will be locked. To unlock your account, contact the CDX
Help Desk at 888-890-1995 or helpdesk@epacdx.net.
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Enter the answer you provided during your e-Signature PIN verification and click the "Answer"
button. Figure 9-3 will display.
Figure 9-3 Sign File
eSignatu re Widget
1 . Login into CDX
User:
OTAQREGTESTER1
Password:
Welcome Jenny Paine
close
2 Answer Secret Question 3. Sign File
Question: .sf^- ^^^
What was your first pet's name? \L- I/
Answer:
Correct Answer
Click the "Sign" button.
Congratulations! You have successfully electronically signed and submitted your Electronic
Signature Agreement.
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10 Appendix C: OTAQ Registration Lists
Users can view and download the OTAQ Registration Lists by clicking any of the hyperlinks
provided in the Registration Lists section of their OTAQ Registration Home Page as shown in
Figure 10-1. This list is updated daily.
Figure 10-1 Registration Lists
Logged in as MP5EAVEY3 (Logo
OTAQ Registration
Registration Home
Existing
1 Associations
CD Contact Us
OTAQ Registration Home
Company Information
You are not currently associated with any companies.
- Registration Lists
Please click one of the lists below for an up-to-date version. All lists are exported as an xls fie. These lists are also available at
http: www.epa.gov/otaq/fuels,''reporting programsregrstration.htm.
EPA Fuels Programs Company and Facility List
EPA Fuels Programs Company List
Independent Lab List
Help Desk: (888) 890-1 995
EPA Home Privacy and Security Notice Terms and Conditions Contact I
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11 Appendix D: Support Information
For frequently asked questions about the content, formats, or policies for the Office of
Transportation and Air Quality (OTAQ) please reference the Fuels Program website at
http ://www. epa.gov/otaq/fuel s/index .htm.
For any general or technical questions related to the Central Data Exchange you may contact any
of the following:
Telephone - Person-to-person telephone support is available from the CDX Help Desk 8:00
am to 6:00 pm EST. Call our toll-free line at 888-890-1995.
Email - Send e-mail to Technical Support at helpdesk@epacdx.net with "Technical Support"
in the Subject line.
If you have any questions relating to fuels programs registration, reporting, or OTAQReg, please
contact the EPA Fuels Programs and EMTS Support Line at support@epamts-support.com.
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