Office of Transportation and Air Quality (OTAQ) Fuels Programs Registration User Guide Version 3.01 CD& &EPA United States Environmental Protection Agency ------- 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 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 i ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 iv ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 v ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 vi ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 1 ------- cox- 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 3 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 4 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 5 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 6 ------- cox- 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 7 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 8 ------- CDXj 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 9 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 10 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 11 ------- CDXj 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 12 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 13 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 14 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 15 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 16 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 17 ------- CDXj 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 18 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 19 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 20 ------- CDXj 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 21 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 22 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 23 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 24 ------- CD& 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: Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 25 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 26 ------- cox- 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 27 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 28 ------- CD& 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 Updated ^ Removed Add More I Remove Selected I Review Roles Company Editor Your selected roles will now display beside the selected company. Click the "Review" button to continue. Figure 4-7 will display. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 29 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 30 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 31 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 32 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 33 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 34 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 35 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 36 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 37 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 38 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 39 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 40 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 41 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 42 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 43 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 44 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 45 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 46 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 47 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 48 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 49 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 50 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 51 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 52 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 53 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 54 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 55 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 56 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 57 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 58 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 59 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 60 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 61 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 62 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 63 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 64 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 65 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 66 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 67 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 68 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 69 ------- CD& 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 Legetvrf -& Se* Compon^ r- L":T > 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 MikซjซB*ev i^'aitig RCO Llect'anic Sinnntu'e | 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 70 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 71 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 72 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 73 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 74 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 75 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 76 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 77 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 78 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 79 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 80 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 81 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 82 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 83 ------- CDXj 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 84 ------- CD& Program roles, and add the DC Fuel Submitter, Third Party Engineering Review and OTAQ Registration Company Viewer roles. All other roles will be disabled. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 85 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 86 ------- CD& 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 87 ------- CD& 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 Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 88 ------- CDXj 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. Office of Transportation and Air Quality Fuels Program Registration User Guide July 29, 2014 89 ------- |