Office of Transportation and Air Quality
          (OTAQ) Fuels Programs Registration

          User Guide
          Version 3.01
          CD&
&EPA
United States
Environmental Protection
Agency

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   Office of Transportation and Air Quality
     (OTAQ) Fuels Programs Registration
                      User Guide

                      Version 3.01
                        Compliance Division
                  Office of Transportation and Air Quality
                  U.S. Environmental Protection Agency
                        Prepared for EPA by
                          CGI Federal
                   EPA Contract No. GSOOQ09BGD0022
                  Work Assignment No. EP-G11H-00154
United States
Environmental Protection
Agency
EPA-420-B-14-081
September 2014

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Table of Contents
1    I ntroduction	1
2    Registration	2
  2.1    CDX Registration	2
  2.2    OTAQReg Registration for New CDX Users	2
   2.2.1    Proceed to LexisNexis	7
   2.2.2    Print and Sign CDX Electronic Signature Agreement	12
  2.3    OTAQReg Registration for Existing CDX Users	13
   2.3.1    Proceed to LexisNexis	16
   2.3.2    Print and Sign CDX Electronic Signature Agreement	21
3    User Profiles	23
  3.1    Create a New User Profile (New OTAQReg Users)	23
  3.2    Edit Existing User Profile	25
  3.3    Deactivated Users	26
4    Company Associations	27
  4.1    Add Company Association	27
  4.2    Update Company Roles	32
  4.3    Remove Existing Company Association	36
  4.4    Pending Company Association Requests	40
5    Create New Company	42
  5.1    Verify Company Does Not Exist in OTAQReg	43
  5.2    Create Company Details	44
   5.2.1    Select Company Roles	46
  5.3    Adding Company Facilities	47
  5.4    Verify Facility Does Not Exist in OTAQReg	49
  5.5    Review and Submit New Company Information	55
  5.6    Pending New Company Requests	57
6    View Company Details	61
7    Edit Company Details	63
  7.1    Edit Company Details	63
  7.2    Review Company Details Changes	67
  7.3    Pending Company Update Request	70
  7.4    Edit Facility Details	72
  7.5    Remove Facility	76
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  7.6    Initiate RCO Update Request	78
  7.7    Pending RCO Update Request	81
8    Appendix A: OTAQ Registration Roles	84
  8.1    OTAQ Registration Roles	84
  8.2    OTAQ Program Roles:	84
9    Appendix B: Using the e-Signature Widget	86
10   Appendix C: OTAQ Registration Lists	88
11   Appendix D: Support Information	89
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List of Figures
Figure 2-1 Terms and Conditions	2
Figure 2-2 Add Program	3
Figure 2-3 Part I User Information	3
Figure 2-4 Part 2 Organization Information - Organization Search	4
Figure 2-5 Part 2 Organization I nformation	5
Figure 2-6 Confirmation	5
Figure 2-7 Core Registration Email Verification Request	6
Figure 2-8 Identity Verification Page	7
Figure 2-9 LexisNexis	8
Figure 2-10 LexisNexis Results	9
Figure 2-11  Retry LexisNexis	10
Figure 2-12 20-5-1 Challenge Questions and Answers	10
Figure 2-13 Electronic ESA	11
Figure 2-14 MyCDX Home Page	11
Figure 2-15 Paper ESA	12
Figure 2-16 MyCDX Home Page	13
Figure 2-17 MYCDX Home Page	14
Figure 2-18 Manage Program Services	14
Figure 2-19 Edit Account Profile	15
Figure 2-20 Organization I nformation	15
Figure 2-21  Identity Verification	16
Figure 2-22 LexisNexis	17
Figure 2-23 LexisNexis Results	18
Figure 2-24 Retry LexisNexis	19
Figure 2-25 20-5-1 Challenge Questions and Answers	19
Figure 2-26 Electronic ESA	20
Figure 2-27 MyCDX Home Page	20
Figure 2-28 Paper ESA	21
Figure 2-29 MyCDX Home Page	22
Figure 3-1 MyCDX Home Page	23
Figure 3-2 Edit User Profile Page	24
Figure 3-3 OTAQ Registration Home Page	24
Figure 3-4 OTAQ Registration Home Page	25
Figure 3-5 Edit User Page	25
Figure 3-6 OTAQ Deactivated Home Page	26
Figure 4-1 OTAQ Registration Home Page	27
Figure 4-2 Associate to Company Search Page	27

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Figure 4-3 Associate to Company Search Results	28
Figure 4-4 Associate to Company: Create Company Associations Page	28
Figure 4-5 Company Roles Pop-Up	29
Figure 4-6 Associate to Company: Create Company Associations Page with Roles	29
Figure 4-7 Associate to Company: Review Page	30
Figure 4-8 Further Action Required Pop-up	30
Figure 4-9 Associate to Company: Submit Request Page	31
Figure 4-10 Further Action Required Page	31
Figure 4-11 OTAQ Registration Home Page	32
Figure 4-12 Update Company Associations Page	33
Figure 4-13 Update Roles	33
Figure 4-14 Updated Company Associations	34
Figure 4-15 Confirm Updated Company Association	34
Figure 4-16 Further Action Required Pop-up	35
Figure 4-17 Submit Request Page	35
Figure 4-18 Further Action Required Page	36
Figure 4-19 Remove Company Association	37
Figure 4-20 Remove Company Pop-Up	37
Figure 4-21 Removed Company Association	38
Figure 4-22 Remove Company Association Confirmation	38
Figure 4-23 Further Action Required Pop-up	39
Figure 4-24 Submit Request Page	39
Figure 4-25 Further Action Required Page	40
Figure 4-26 Pending Company Association Requests	41
Figure 4-27 Company Association Request	41
Figure 5-1 OTAQ Registration  Home Page	42
Figure 5-2 Associate to Company: Search for Existing Company Page	43
Figure 5-3 Associate to Company: Search for Existing Company Results	43
Figure 5-4 Create New Company: Company Details Page	44
Figure 5-5 Program Types and Business Activities	45
Figure 5-6 Company Contacts	46
Figure 5-7 Create New Company: Company Roles	46
Figure 5-8 Company Roles Pop-Up	47
Figure 5-9 Selected Company  Roles	47
Figure 5-10 Create New Company: Facility List	48
Figure 5-11 Create New Company: Facility List Requires Facility	48
Figure 5-12 Create New Company: Facility Type	48
Figure 5-13 Create New Company: Facility Activities	49
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Figure 5-14 Create New Company: Search for Existing Facility	49
Figure 5-15 Facility Search Results	50
Figure 5-16 Create New Company: Basic Facility Details	50
Figure 5-17 Create New Company: Facility Details	51
Figure 5-18 Create New Company: Facility List	52
Figure 5-19 Select Existing Facility	52
Figure 5-20 Existing Facility Details	53
Figure 5-21 Create Facility Details	54
Figure 5-22 Review Facility List	55
Figure 5-23 Create New Company: Review	55
Figure 5-24 Further Action Required  Pop-up	56
Figure 5-25 Create New Company: Submit Request Page	56
Figure 5-26 Further Action Required  Page	57
Figure 5-27 OTAQ Registration Home page:  Pending Requests	58
Figure 5-28 New Company Request	59
Figure 6-1 OTAQ Registration Home Page	61
Figure 6-2 Company Information: Company Details	62
Figure 7-1 OTAQ Registration Home Page	63
Figure 7-2 Company Information: Company Details	64
Figure 7-3 Company Details Edit Page	65
Figure 7-4 Company Information: Review	67
Figure 7-5 Further Action Required Pop-up	68
Figure 7-6 Company Information: Submit Request Page	68
Figure 7-7 Further Action Required Page	69
Figure 7-8 Updated Company Pending Request	70
Figure 7-9 Company Update Request	71
Figure 7-10 Facility Details Tab	73
Figure 7-11 Company I nformation: Facility List	74
Figure 7-12 Company I nformation: Facility Type	74
Figure 7-13 Company I nformation: Facility Activities	74
Figure 7-14 Company Information: Basic Facility Details	75
Figure 7-15 Company I nformation: Facility Details	76
Figure 7-16 Facility List: Updated Facility	76
Figure 7-17 Company Information: Facility List	77
Figure 7-18 Remove Facility Confirmation	77
Figure 7-19 Facility List: Removed Facility	77
Figure 7-20 Initiate RCO Update Request	78
Figure 7-21 RCO Update	79
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Figure 7-22 Further Action Required Pop-up	80
Figure 7-23 Submit Request	80
Figure 7-24 Further Action Required Page	81
Figure 7-25 Pending RCO Update	82
Figure 7-26 RCO Update Request	83
Figure 9-1 Authentication	86
Figure 9-2 Answer Secret Question	86
Figure 9-3 Sign File	87
Figure 10-1 Registration Lists	88
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  1     Introduction
  This document is the User Guide for the OTAQ Fuels Program Registration (OTAQReg) online
  application. It describes the processes a user must follow to register; update their user profile;
  associate to companies as well as create, view, and edit companies.
  If you have any questions about the content, format, or policies for the Office of Transportation
  and Air Quality (OTAQ) please reference the Fuels Program website at
  http ://www. epa.gov/otaq/fuel s/index .htm.
  If you have any general or technical questions related to the Central Data Exchange (CDX) you
  may contact any of the following:

    • Telephone - Person-to-person telephone support is available from the CDX Help Desk 8:00
     am to 6:00 pm EST. Call our toll-free line at 888-890-1995.
    • Email - Send e-mail to Technical Support at helpdesk@epacdx.net with "Technical Support"
     in the Subject line.
If you have any questions relating to fuels programs registration, reporting, or OTAQReg, please
contact the EPA Fuels Programs and EMTS Support Line:  support@epamts-support.com.
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2       Registration
The following sections describe how to register for the Fuels Programs Registration (OTAQReg)
application.
2.1     CDX Registration
The OTAQReg application is hosted by the Central Data Exchange (CDX). CDX is the system
that EPA has provided to all programs to standardize and centralize the reporting functions and
data submissions that are required of the various EPA regulated communities. In order to access
OTAQReg, users must first be registered users of CDX.
Registration for the OTAQReg application is open to all CDX users. If you are an  existing CDX
user please refer to Section 2.3.
2.2     OTAQReg Registration for New CDX  Users
If you do not have an existing CDX user account please go to the following URL and complete
your CDX Registration: https://cdx.epa.gov/Registration/Terms.
Figure 2-1 displays the Terms and Conditions page.
                                 Figure 2-1 Terms and Conditions
  Terms and Conditions
    The access and use of CDX Registration for the electronic submittal of environmental information require the creation of a user ID and password that I must
    maintain and keep confidential. I will review the following steps concerning the creation and maintenance of a user ID and password.

    Warning Notice

    EPA's Central Data Exchange Registration procedure is part of a United States Environmental Protection Agency (EPA) computer system, which is for
    authorized use only. Unauthorized access or use of this computer system may subject violators to criminal, civil, and,-or administrative action. All information
    on this computer system may be monitored, recorded, read, copied, and disclosed by and to authorized personnel for official purposes, including law
    enforcement. Access or use of this computer system by any person, whether authorized or unauthorized, constitutes consent to these terms.

    Privacy Statement

    EPA will use the personal identifying information which you provide for the expressed purpose of registration to the Central Data Exchange site and for
    updating and correcting information in internal EPA databases as necessary. The Agency will not make this information available for other purposes unless
    required by law. EPA does not sell or otherwise transfer personal information to an outside third party. [Federal Register: March 1 8, 2002 (Volume 67,
    Number 52)][Page 12010-12013].

    Choosing a CDX Password

    Fnr n~)X rprmrrflrlnn niirnnsp"; I anrpp rn selprr a nssswnrd whirh wiil nnr HP pasilv nupssprl fe n mv nsrnp mv rhilrlrpn'^ name"; hirfhHsvs prr 1
   '*' I Accept
    . I Decline
   Proceed I Cancel
After accepting the Terms and Conditions you will see the "Request Program Service" page.
This page will display the full list of CDX program services, make sure to select "OTAQREG:
Office of Transportation and Air Quality Fuels Registration", as shown in Figure 2-2.  You can
do this by either typing OTAQReg in the text field or scrolling down through the list of program
services.
  Note: Users should not register for multiple CDX accounts.
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If you are an existing CDX user please refer to Section 2.3.
                                     Figure 2-2 Add Program
   Core CDX Registration
                                                                                          CD Contact Us
     . Request Program Service
2. Request Role Access   3. Provide User and Organization Information  4. Confirmation
   Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or Clean Air Act).
   Active Program Services List
    OTAQREC
    OTAQREC: Office of Transportation and Air Quality Fuels Registration

Click on the hyperlinked name to select the program service and navigate to the next step in
registration. Figure 2-3 will display the Provide User and Organization Information page.
                                Figure 2-3 Part I User Information



In -t . , • r - 1



Description of Fieldsฎ
The program you are registering for requires additional proof of identity. Later in the registration process you will be given the option to use LexisNexis, an
identity proofing service. LexisNexis will pull your first, middle and last name exactly as it is entered on this page-
User ID y TestU
Title ' Miss

First Name * Jane
Middle Initial
ser6
R



Last Name * Smith
Suffix _Ptee
ise Select- | T |

Password v ********
Re-type Password * ซ**ซ****
Security Question 1 * What

Security Question 2 * In wl

Security Question 3 * What
	
street did you live on in third grade? |_^J| grade

at city does your nearest sibling live? | T | live

is your least favorite food? [ w | food



Enter your personal information and select three security questions. Scroll down to complete the
organization information section, as shown in Figure 2-4.
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              Figure 2-4 Part 2 Organization Information - Organization Search
    Part 2: Organization Information
    Search for your organization using the text box below. You may search by entering the Organization Name or the Organization ID,
    Chemical
     Select your organization from the table below.
                    Organization Nan
                             Address

CHEMICAL COMPANY                 1 2338 MAIN ST.

MARUBENI SPECIALTY CHEMICALS, INC.      8675 HIDDEN RIVER PARKWAY
                                                                        City     State  ZIP Code

                                                                        FAIRFAX   VA    22033

                                                                        TAMPA   FL    33637
    Can't find your organization^ Use advanced search or request that we add your organization.
Enter an organization name and click the "Search" button. Matching search results will display
in a table below. If you do not see your organization you can try the advanced search or create a
new organization through the links located directly below the search results table.
Select your organization from the table by clicking on the hyperlinked Organization ID. Once
you have selected an organization, additional fields will display, as shown in Figure 2-5 Part 2
Organization Information
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                            Figure 2-5 Part 2 Organization Information
     Part 2: Organization Information
    CHEMICAL COMPANY

    Mailing Address
    12338 MAIN ST.
    FAIRFAX, VA, US
    22033


    Provide Additional Contact Information:

    Email v

    Re-enter Email v


    Phone Number y


    Phone Number Ext


    Fax Number


    Wrong organization information? Back to Search Results, Use advanced search or request that we add your organization.
Enter your email address and phone number in the fields provided. Click the "Submit Request
for Access"  button. Figure 2-6 will display.
                                       Figure 2-6 Confirmation
   Confirmation                                                                               Qcontacti


   A few more steps...

   You ^vill soon receive an email confirmation message (at melissa-kirby^cgifederaLcom) asking you to follow a link to activate your user account- Follow that link to
   complete your registration. Please contact the help desk if you have any issues at 888-890-1995 or (970) 494-5500 for callers from Puerto Rico and Guam.

   Confirmation Number: d59be894-becc-4a3f-84da-dca3dcOl 4af9
After receiving this confirmation message you will need to check your inbox for an email from
the CDX Help Desk. This email will contain a URL to continue through registration, as shown in
Figure 2-7.
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                        Figure 2-7 Core Registration Email Verification Request
  You have successfully created an account with the EPA Central Data Exchange (CDX}.
  In order to complete your registration and begin using the system, you will need to confirm your account by clicking the hyperlink below and s
                                                                                    ssfulty logging in. You will need to enter the UserlD (TESTUSER6) and
  https://dev.gpacdx.ngt/RgBistration/Emai:V3iidatiOO?code=d59oe334-oei:i:-433f-S4da-dc33dc014af9
  If you click the link and it appears to be broken, please copy and paste it into a new browser window.

  Once you have successfully logged into your account, you may be required to provide additional information. Any additional information will need to be completed before you are able to access your Program Service.

  Please do not respond to this message. If you have questions concerning this request, you may contact us by email at helpdesk@epacdx.net or by calling the CDX Technical Support Staff through our toll free
  telephone support on 888-890-1995 between Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For callers from Puerto Rico and Guam, the CDX Help Desk can also be reached at (970) 494-5500.

  Sincerely
  CDX Help Desk
  United States Environmental Protection Agency - Central Data Exchange
Click on the hyperlink provided in the email. Clicking on this link will  open a new browser
window displaying the CDX log-in page. Enter your log-in credentials  created during the
registration process and  click the  "Log-in" button.
After logging into  CDX you will  be taken to the "Identity  Verification" page,  as shown in Figure
2-8.
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                                Figure 2-8 Identity Verification Page
   CDX Registration: Additional Verification                                               acontactis
                                                                                 Last Login: 6;14;2013 9:03:47 AM
     . Identity Verification
2. Electronic Signature Agreement
   The program you are registering for requires additional proof of identity. Your options are to use LexisNexis*, an independent 3rd-Party electronic identity
   proofing service or to print and submit a signed form through U.S. Postal Mail to the U.S. Environmental Protection Agency.

   EPA uses third party sites to offer you a way to immediately comply with identity proofing requirements. The alternative paper process may take 1 0 days or more.
   When using these sites, the information provided is consistent with the intended purpose of the EPA website-

   Note: By clicking [Proceed to Verification] you understand the service is totally voluntarily and that you are validating personally identifying information including
   last 4 digits of SSN against a 3rd-Party service LexisNexis*, which will return evidence of validation of your personally identifying information back to the U.S.
   Environmental Protection Agency. The U.S. EPA will not collect or retain sensitive, personally identifying information such as SSN; however, EPA will receive evidence
   of identity validation which may be used to identify you for legal purposes.
   You may sign the paper form if Jou do not want to use the automatic verification process.
   Note: You will receive a limited number of attempts to complete identity verification. Please review all personal information carefully prior
   to submitting. If you need to modify the personal information listed below, please contact the CDX Help Desk.

   First Name: Jane
   Last Name: Smith

   B  I have reviewed the name presented above and I would like to proceed with LexisNexis. Additional LexisNexis Identity Proofing Guidance
         ™
             Proceed to Verification I Cancel
This page will provide you with two options: (1) use LexisNexis Identity Proofing to
electronically validate your identity, allowing you to electronically sign an Electronic Signature
Agreement (ESA) or (2) move forward to print, sign and mail in a paper ESA. Section 2.2.1 will
take you through the process of completing LexisNexis and electronically signing your ESA.
Section 2.2.2 will take you through the process of printing, signing and mailing in your paper
ESA.
2.2.1	Proceed to LexisNexis	
This section will take you through the registration steps if you choose to use the LexisNexis
Identity Proofing process.
If you choose to proceed with LexisNexis you will need to review all of the information provided
on the Identity Verification page, as shown in Figure 2-8 above. After you have reviewed the
information and verified your first and last  name, check the checkbox and click the "Proceed to
Verification" button.
LexisNexis Identity Proofing will be completed in a separate pop-up window. The first page will
display an acknowledgement statement. Click the "OK" button. The next screen will require you
to enter personal information. Figure 2-9 displays the LexisNexis pop-up window and required
fields.
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                                     Figure 2-9 LexisNexis
         https -'iecure.accurint.com/app/bp5 epa
                        j| LexisNexis Risk Solutions FL Inc. [US]
      LexisNexis ซ I   Verification for EPA
        * Required Fields
         Authorized Representative

         Last Name'
     First Name :
Middle Name
         Smith
    Jane
SS!; .Las:-:. •
         Home Address'
         Ho rue City '
Home State'
        Home Zip*
         Home Phone
                               - State -
Date of Birth
                             3
             LexisNexis1
  About LexisNexis | Privacy Policy
                               Internet | Protected Mode: On
After entering information in each field, click the "Submit" button. After completing this step the
LexisNexis popup window will display a confirmation message. Click the "OK" button to close
the popup window and return to the CDX application.
  Note: The LexisNexis popup window will pre-populate your first and last name with the information entered
  during core registration. These fields will be read-only.
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                               Figure 2-10 LexisNexis Results
||  CDX Registration: Additional Verification

   LexisNexis- Results
                                                                                     E3 Contact Us I

                                                                        Last Login: 6/14/2013 9:03:47 AM
    1. Identity Verification
                    2. Electronic Signature Agreement
  Your identity verification scores have been received from LexisNexis* and will be processed after you click the Continue button. If your scores do not meet the
  minimum requirements set by the program office, then you will be directed to print, sign, and mail the electronic signature agreement (ESA).
Click the "Continue" button to process your LexisNexis score and proceed with registration.
Figure 2-10 displays the Identity Verification page. If you are successfully identity proofed by
LexisNexis you will be taken to the Challenge Questions and Answers page, as shown in Figure
2-12. If you are not successfully identity proofed by LexisNexis you will be taken to the
Electronic Signature Agreement page to print, sign and mail in your ESA.
In some  cases, you may be eligible to retry LexisNexis validation. If you are eligible for this
retry you will be taken to the Retry LexisNexis page where you can launch the popup window
once again. You will also be presented with the opportunity to verify or edit your first name, as
shown in Figure 2-11. The opportunity to edit your first name will only be presented to you as
long as you do not have another CDX role with a status of "Awaiting ESA." At this point you
may also choose to opt-out of the LexisNexis identity proofing by clicking the "Sign Paper
Form" button.
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                                  Figure 2-11 Retry LexisNexis
  CDX Registration: Additional Verification

  LexisNexis5 Results
                                                                     OLcntact Us

                                                               8 30 2013 4:05:31 PM
   1. Identity Verification
2. Electronic Signature Agreement
  CDX was unable to verify the personal information provided. Use the 'Retry LexisNexis' button to re-validate the personal information. Be sure to:


     •  Input your full first name

     •  Do not provide a nickname

     •  Input your home phone number

     •  Input your prior home phone number if moved within last 6 months

     •  Input your prior home address if moved within last 6 months


  Please check your data below, and make any necessary changes, before retrying the LexisNexis verification process.
  First Name:  Jane
   Retry LexisNexis • Sign Paper Fon
Click the "Retry LexisNexis" button. You will then be returned to the Identity Verification Page,
as seen in Figure 2-8, and may begin your verification again. LexisNexis retries may be
attempted up to five times before the identity proofing will be considered unsuccessful.
                     Figure 2-12 20-5-1 Challenge Questions and Answers
Central Data Exchange
CDX Registration: Additional Verification
EH Contact Us
Last Login: 6,14/2013 9:46:13 AM
1. Identity Verification ฉ ^^^^^^^^^^^Q
You are registered for a program that requires eSignature PIN Verification. Please select five (5) challenge questions and answers. The questions that you select
should be questions that you can remember, but difficult for anyone else to guess.
Select 5 Challenge Questions and Answers
What is your favorite pet's name? | ^ ||

Where did you graduate from high school? | T

Who is your favorite author? | T ||

What is the last name of your favorite teacher? | •*• ||

What is your favorite song? | T |
^a
name

school

author

teacher

song|


Once you have answered your 20-5-1 Challenge Questions you will need to click the "Save
Answers" button, as seen in Figure 2-13, to be taken to the electronic version of the Electronic
Signature Agreement. From this page you will click the "Sign Electronically" button,  as shown
in Figure 2-13.
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                                    Figure 2-13 Electronic ESA
                                  U.S. Environmental Protection Agency
                               ELECTRONIC SIGNATURE AGREEMENT
     In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
     to EPA's Central Data Exchange (CDX). and as a representative for:

     Electronic Signature Holder Company Information
      Organization Name:
      Address:
      City. State. Zip:
      Province:
      Country:
      Phone Number:
      E-mail Address:
      Registrant's Name:
CGI FEDERAL
TEST
test
TEST, VA 00000

US
(345) 654-7437
J.Smith@chemicalco.com
Jane Smith
    '
   Sign Electronically I Canes
Clicking the "Sign Electronically" button will trigger a popup window which allows you to
complete the e-signing process. This popup window will prompt you to enter your CDX
password, answer one of the 5  challenge questions and click the "Sign" button. Please reference
Appendix B: Using the e-Signature Widget for instructions on signing electronically.
After your e-signature has been processed you will be redirected to the MyCDX Home page.
Your MyCDX page will now display an active hyperlink to open the OTAQReg application, as
shown in Figure 2-14.
                                  Figure 2-14 MyCDX Home Page
   Central Data Exchange
                                            L] Contact Us
                                     6/1 7/201 3 11:51:54 AM
   MyCDX   Inbox  My Profile  Submission History
                                                                   News and Updates
                                              Manage Your Program Services No news-updates.
    Status Program Service Name
         OTAQREG: Office of Transportation and Air Quality Fuels
         Registration
                                                 Role(s)
  Fuels Programs
  Registration
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2.2.2       Print and Sign CDX Electronic Signature Agreement	
This section will take you through the registration steps if you choose to print, sign and mail a
paper ES A.
If you choose to opt-out of LexisNexis or you are not successfully identity proofed by
LexisNexis  you will be taken to the Electronic Signature Agreement page to print, sign and mail
in your ESA. Figure 2-15 displays the paper version of the Electronic Signature Agreement.
                                   Figure 2-15 Paper ESA
                               U.S. Environmental Protection Agency
                            ELECTRONIC SIGNATURE AGREEMENT

     In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
     to EPA's Central Data Exchange (CDX). and as a representative for:

     Electronic Signature Holder Company Information
     Organization Name:                            CGI FEDERAL
                                            TEST
     Address:
                                            test
     City, State, Zip:                              TEST, VA 00000
     Province:
     Country:                                  US
     Phone Number:                              (345) 654-7437
     E-mail Address:                             J.Smithgchemicalco.com
     Registrant's Name:                           Jane Smith
Clicking the "Sign Paper Form" button will trigger a popup window which allows you to print
the ESA.
Print, sign and mail the CDX ESA to the Fuels Program Helpdesk at one of the following
mailing addresses:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington, DC 20004

US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1200 Pennsylvania Ave NW
Washington, DC 20460
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  Note: When using a commercial delivery service, do not use the U.S. mail address (or vice versa) as your mail
  will be delayed, may be returned to you, or may even never arrive at our offices. Be aware that sending materials
  via US Mail will require an irradiation process and could possibly delay delivery.
Paper ESAs will be processed and activated by EPA. Once your ESA has been activated you will
be able to complete the 20-5-1 Challenge Questions, as seen in Figure 2-12.
New companies, company associations, company updates and RCO updates submitted within the
OTAQReg application will not be accepted until your CDX ESA is received by the Fuels
Program. If you have any questions regarding the status of your ESA, please contact the EPA
Fuels Program Support Line by sending an email to support@epamts-support.com.
                              Figure 2-16 MyCDX Home Page
  Central Data Exchange
              E3Contact Us

Last Login: 6,17/2013 11:51:54 AM
          box   My Profile  Submission History
                                                            News and Updates
                                          Manage Your Program Services  NQ news ,updates
   Status Program Service Name

   A   OTAQREG; Office of Transportation and Air Quality Fuels
        Registration



Role(s)
Fuels Programs
Registration




You will be given the "Fuels Programs Registration" program service link, as seen in Figure
2-16.
Existing CDX users should refer to Section 2.3 for further details.
2.3    OTAQReg Registration for Existing CDX Users
This section is only for existing CDX users who do not have OTAQReg access. New CDX users
should refer to Section 2.2 for further details.
After logging into CDX, Figure 2-17 will display. To register for OTAQReg you must first add
the dataflow to your account.
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                                  Figure 2-17 MYCDX Home Page
 I Central Data Exchange
                                            [13Contact Us I
                                    6,17/2013 11:51:54 AM
   MyCOX  Inbox   My Profile   Submission History
    Status Program Service Name
    A    DEMO4: Submit Now 2
         LEXIS: 3rd Party Validation Test Application
                                                                    News and Updates
                -  No news (updates.
Role(s)
Certifier
Certifier
    Add Program Service
Click the "Manage Your Program Services" link. Figure 2-18 will display.
                              Figure 2-18 Manage Program Services
   Central Data Exchange
  You are here: MyCOX * Manage Program Services
   Manage Program Services
   Add Program Service I Back to MyCDX
   BP AAMCO, 1929 MAIN STREET, FAIRFAX, VA, US 22033, (928) 734-9873
   ^ DEMO4: Submit Now 2
                                           LH Contact Us
                            Last Login: 6/17/2013 12:09:39 PM
                                                                                         Collapse Expand All
                                                                                      ฉ Request New Role
Click the "Add Program Service" button. This button will take you to the Edit Account Profile
page, as shown in Figure 2-19.
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                                  Figure 2-19 Edit Account Profile
   Edit Account Profile
    1. Request Program Service
                                                                  OContact Us

                                                   Last Login: 6/17,2013 12:09:39 PM
2. Request Role Access    3. Organization Information
   Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or Clean Air Act).


   Active Program Services List
    OTAQREGl
    OTAQREC: Office of Transportation and Air Quality Fuels Registration
The "Edit Account Profile" page lists all of the available data flows available for registration.
You will need to begin typing "OTAQREG" in the text field or scroll down and search for
OTAQREG within the list. Click on the hyperlinked name to select the program service and
navigate to the next step.
After selecting the OTAQREG program service you will be taken to the Organization
Information page where you can choose from a list of organizations that you already have access
to or gain access to an additional organization, as shown in Figure 2-20.
                               Figure 2-20 Organization Information
   Edit Account Profile
     1. Request Program Service ฉ    2. Request Role Access ฉ
   Registration Information
    Program Service: Office of Transportation and Air Quality Fuels Registration

    Role Registration
                                                                  OContact Us

                                                   Last Login: 6/1 7/2013 12:09:39 PM
                        3. Organization Information
     Provide Organization Details
     * Select a Current Organization
      Request to Add an Organization

    Select a Current Organization

    Select an organization from the dropdown list.
                                        a
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Select or add an organization and click the "Submit Request for Access" button.
If you have already been identity proofed or have a paper ESA for that organization you will be
taken directly to the MyCDX Home page.
If you have not been identity proofed and do not have an ESA for that organization, you will be
taken to the Identity Verification page, as shown in Figure 2-21. Here you will have two options;
print, sign and mail a paper ESA or complete LexisNexis Identity Proofing and e-sign an ESA.
                                   Figure 2-21 Identity Verification
   CDX Registration: Additional Verification                                               acomaaus
                                                                                 Lasl Login: 6/1 4/201 3 9:03:47 AM
     . Identity Verification
2. Electronic Signature Agreement
   The program you are registering for requires additional proof of identity. Your options are to use LexisNexis*, an independent 3rd-Party electronic identity
   proofing service or to print and submit a signed form through U.S. Postal Mail to the U.S. Environmental Protection Agency.

   EPA uses third party sites to offer you a way to immediately comply with identity proofing requirements. The alternative paper process may take 1 0 days or more.
   When using these sites, the information provided is consistent with the intended purpose of the EPA website.

   Note: By clicking [Proceed to Verification] you understand the service is totally voluntarily and that you are validating personally identifying information including
   last 4 digits of SSN against a Erd-Party service LexisNexis*, which will return evidence of validation of your personally identifying information back to the U.S.
   Environmental Protection Agency. The U.S. EPA will not collect or retain sensitive, personally identifying information such as SSN; however, EPA will receive evidence
   of identity validation which may be used to identify you for legal purposes.
   You may sign the paper form if \
                        >u do not want to use the automatic verification process.
   Note: You will receive a limited number of attempts to complete identity verification. Please review all personal information carefully prior
   to submitting. If you need to modify the personal information listed below, please contact the CDX Help Desk.

   First Name: Jane
   Last Name: Smith

   U  I have reviewed the name presented above and 1 would like to proceed with LexisNexis. Additional LexisNexis Identity Proofing Guidance
             Proceed to Verification I Cancel
2.3.1       Proceed to LexisNexis
This section will take you through the registration steps if you choose to use the LexisNexis
Identity Proofing process.
If you choose to proceed with LexisNexis you will need to review all of the information provided
on the Identity Verification page,  as seen in Figure 2-21 above. After you have reviewed the
information and verified your first and last name, check the checkbox and click the "Proceed to
Verification" button.
LexisNexis will be completed through a separate pop-up window. The first page will display an
acknowledgement statement. Click the "OK" button. The next screen will require you to enter
personal information. Figure 2-22 displays the LexisNexis pop-up window.
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                                    Figure 2-22 LexisNexis
         https -'iecure.accurint.com/app/bp5 epa
                        j| LexisNexis Risk Solutions FL Inc. [US]
      LexisNexis ซ I  Verification for EPA
        * Required Fields
        Authorized Representative

         Last Name'
     First Name :
Middle Name
         Smith
    Jane
SS!; .Las:-:. •
         Home Address'
         Ho rue City '
Home State'
       Home Zip*
         Home Phone
                              - State -
Date of Birth
                            3
            LexisNexis1
  About LexisNexis | Privacy Policy
                               Internet | Protected Mode: On
After entering information in each field, click the "Submit" button. After completing this step the
LexisNexis popup window will display a confirmation message. Click the "OK" button to close
the popup window and return to the CDX application.
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                               Figure 2-23 LexisNexis Results
||  CDX Registration: Additional Verification

   LexisNexis- Results
                                                                                     E3 Contact Us I

                                                                        Last Login: 6/14/2013 9:03:47 AM
    1. Identity Verification
                    2. Electronic Signature Agreement
  Your identity verification scores have been received from LexisNexis* and will be processed after you click the Continue button. If your scores do not meet the
  minimum requirements set by the program office, then you will be directed to print, sign, and mail the electronic signature agreement (ESA).
In order to process your LexisNexis score and proceed with registration, click the "Continue"
button, as seen in Figure 2-23. If you are successfully identity proofed by LexisNexis you will be
taken to the Challenge Questions and Answers page, as shown in Figure 2-25. If you are not
successfully identity proofed by LexisNexis you will be taken to the Electronic Signature
Agreement page to print, sign and mail in your ESA.
In some cases, you may be eligible to retry LexisNexis validation. If you are eligible for this
retry you will be taken to the Retry LexisNexis page where you can launch the popup window
once again. You will also be presented with the opportunity to verify or edit your first name, as
shown in Figure 2-11. The opportunity to edit your first name will only be presented to you as
long as you do not have another CDX role with a status of "Awaiting ESA." At this point you
may also choose to opt-out of the LexisNexis identity proofing by clicking the "Sign Paper
Form" button.
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                                  Figure 2-24 Retry LexisNexis
  CDX Registration: Additional Verification

  LexisNexis5 Results
                                                                     OLcntact Us

                                                               8 30 2013 4:05:31 PM
   1. Identity Verification
2. Electronic Signature Agreement
  CDX was unable to verify the personal information provided. Use the 'Retry LexisNexis' button to re-validate the personal information. Be sure to:


     •  Input your full first name

     •  Do not provide a nickname

     •  Input your home phone number

     •  Input your prior home phone number if moved within last 6 months

     •  Input your prior home address if moved within last 6 months


  Please check your data below, and make any necessary changes, before retrying the LexisNexis verification process.
  First Name:  Jane
   Retry LexisNexis • Sign Paper Fon
Click the "Retry LexisNexis" button. You will then be returned to the Identity Verification Page,
as seen in Figure 2-21, and may begin your verification again. LexisNexis retries may be
attempted up to five times before the identity proofing will be considered unsuccessful.
                     Figure 2-25 20-5-1 Challenge Questions and Answers
Central Data Exchange
CDX Registration: Additional Verification
EH Contact Us
Last Login: 6,14/2013 9:46:13 AM
1. Identity Verification ฉ ^^^^^^^^^^^Q
You are registered for a program that requires eSignature PIN Verification. Please select five (5) challenge questions and answers. The questions that you select
should be questions that you can remember, but difficult for anyone else to guess.
Select 5 Challenge Questions and Answers
What is your favorite pet's name? | ^ ||

Where did you graduate from high school? | T

Who is your favorite author? | T ||

What is the last name of your favorite teacher? | •*• ||

What is your favorite song? | T |
^a
name

school

author

teacher

song|


Once you have answered your 20-5-1 Challenge Questions and clicked the "Save Answers"
button, as seen in Figure 2-25, you will be taken to the electronic version of the Electronic
Signature Agreement. From this page you will click the "Sign Electronically" button, as shown
in Figure 2-26.
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                                    Figure 2-26 Electronic ESA
                                  U.S. Environmental Protection Agency
                               ELECTRONIC SIGNATURE AGREEMENT
     In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
     to EPA's Central Data Exchange (CDX). and as a representative for:

     Electronic Signature Holder Company Information
      Organization Name:
      Address:
      City. State. Zip:
      Province:
      Country:
      Phone Number:
      E-mail Address:
      Registrant's Name:
CGI FEDERAL
TEST
test
TEST, VA 00000

US
(345) 654-7437
J.Smith@chemicalco.com
Jane Smith
    '
   Sign Electronically I Canes
Clicking the "Sign Electronically" button will trigger a popup window which allows you to
complete the e-signing process. This popup window will prompt you to enter your CDX
password, answer one of the 5  challenge questions and click the "Sign" button. Please reference
Appendix B: Using the e-Signature Widget for instructions on signing electronically.
After your e-signature has been processed you will be redirected to the MyCDX Home page.
Your MyCDX page will now display an active hyperlink to open the OTAQReg application, as
shown in Figure 2-27.
                                  Figure 2-27 MyCDX Home Page
   Central Data Exchange
                                            L] Contact Us
                                     6/1 7/201 3 11:51:54 AM
   MyCDX   Inbox  My Profile  Submission History
                                                                   News and Updates
                                              Manage Your Program Services No news-updates.
    Status Program Service Name
         OTAQREG: Office of Transportation and Air Quality Fuels
         Registration
                                                 Role(s)
  Fuels Programs
  Registration
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2.3.2       Print and Sign CDX Electronic Signature Agreement	
This section will take you through the registration steps if you choose to print, sign and mail a
paper ES A.
If you are not successfully identity proofed by LexisNexis you will be taken to the Electronic
Signature Agreement page to print,  sign and mail in your ESA. Figure 2-28 displays the paper
version of the Electronic Signature Agreement.
                                   Figure 2-28 Paper ESA
                               U.S. Environmental Protection Agency
                            ELECTRONIC SIGNATURE AGREEMENT

     In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic documents submitted
     to EPA's Central Data Exchange (CDX). and as a representative for:

     Electronic Signature Holder Company Information
     Organization Name:                            CGI FEDERAL
                                            TEST
     Address:
                                            test
     City, State, Zip:                              TEST, VA 00000
     Province:
     Country:                                  US
     Phone Number:                              (345) 654-7437
     E-mail Address:                             J.Smithgchemicalco.com
     Registrant's Name:                           Jane Smith

   '
Clicking the "Sign Paper Form" button will trigger a popup window which allows you to print
the ESA.

Print, sign and mail the CDX ESA to the Fuels Program Helpdesk at one of the following
mailing addresses:
Commercial Delivery:
U.S. Environmental Protection Agency
William Jefferson Clinton Building - North
Mail Code 6405A, Room 6520V; (202) 343-9038
1200 Pennsylvania Ave NW
Washington, DC 20004


US Mail:
U.S. Environmental Protection Agency
Mail Code 6405A
1200 Pennsylvania Ave NW
Washington, DC 20460
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  Note: When using a commercial delivery service, do not use the U.S. mail address (or vice versa) as your mail
  will be delayed, may be returned to you, or may even never arrive at our offices. Be aware that sending materials
  via US Mail will require an irradiation process and could possibly delay delivery.
Paper ESAs will be processed and activated by EPA. Once your ESA has been activated you will
be able to complete the 20-5-1 Challenge Questions, as seen in Figure 2-25 and will then be able
to e-sign within the OTAQReg application.

New companies, company associations, company updates and RCO updates submitted within the
OTAQReg application will not be accepted until your CDX ESA is received by the Fuels
Program. If you have any questions regarding the status of your ESA, please contact the EPA
Fuels Program Support Line by sending an email to support@epamts-support.com.
                               Figure 2-29 MyCDX Home Page
  Central Data Exchange
                                        C . Luntact Ll5

                                 6/17/2013 11:51:54 AM
               My Profile   Submission History
    Status Program Service Name
                                                              News and Updates
                                           Manage Your Program Services  No news ,updates

                                              Role(s)
        OTAQREC: Office of Transportation and Air Quality Fuels
        Registration
Fuels Programs
Registration
You will be given the "Fuels Programs Registration" program service link, as seen in Figure
2-29.
  Note: You must have a CDX ESA on file in order to electronically sign submissions and letters within the
  OTAQReg application. You will be prompted to sign and submit your CDX ESA upon accessing the OTAQReg
  application until your ESA has been received by the Fuels Program.
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3      User Profiles
The following sections describe how to navigate within the OTAQReg application to create and
edit a User Profile.
If you are an existing OTAQReg user please proceed to section 3.2.
Section 3.3 pertains to users that are currently deactivated and restricted from accessing the
OTAQReg application. Please skip this section if you are a current active OTAQReg user.
3.1    Create a New User Profile (New OTAQReg Users)
                               Figure 3-1 MyCDX Home Page
  Central Data Exchange
                                       EZContact Us
                                6/17/2013 11:51:54 AM
   MyCDX  Inbox   My Profile  Submission History
   Status Program Service Name
                                                             News and Updates
                                          Manage Your Program Services No news/updates.

                                            Role(s)
        OTAQREG: Office of Transportation and Air Quality Fuels
        Registration
Fuels Programs
Registration
Click the "Fuels Programs Registration" link on your MyCDX Home page, as seen in Figure 3-1.
Upon your initial login to OTAQReg, Figure 3-2 will display.
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                                   Figure 3-2 Edit User Profile Page
   OTAQ Registration
                                                                            d] Contact Us
Edit  User Profile
Note: Certain fields below are maintained in CDX. Co to thq Edit Current Account Profile^ page in MyCOX to make changes to fields
that are not editable here.
                       - User Information
                                    Prefix: Miss
                                 First Name: Jane
                               Middle Initial:
                                 Last Name: Smith
                                    Suffix:
                              CDX ESA Status: Received
                                            Position or Job Title: Owner
                                                  Valid From 05/23/2013
                                               (MM/DD/YYYY):
                                                   Valid To
                                               (MM DD'YYYY):
liiil Optional
                         Address and Contact Information
                                Address 1 : DECFDCSFCVFS
                                Address 2:
                                     City: FAIRFAX
                                    State: Virginia
                                     ZIP: 22033
                                  Country: United States
                                                    E-mail: J.Smith@chemicalco.com
                                              Alternate E-mail:
                                                    Phone: 7032276460
                                              Alternate Phone               x
                                                      Fax:

The page will pre-populate the contact information associated to your CDX account. To edit the
pre-populated information, click the "Edit Current Account Profiles" link to be taken to the CDX
Edit Organization Profiles page.
If no changes to the pre-populated information are needed, enter data into any of the applicable
textboxes. You must provide data for the "Position or Job Title" field. Click the "Save" button.
Your user profile will be saved and  Figure 3-3 will display.
                             Figure 3-3  OTAQ Registration Home Page
    OTAQ Registration
                                                                                                  QContact Us
                       OTAQ  Registration Home
                         Pending Requests	
                         There are currently no pending requests.
                         Legend: L_Q New Company  M^J Company Update ^ Company Association  <* RCO Update
                         Company Information	
                         You are not currently associated with any companies.
                         Registration Lists	
                         Please click one of the lists below for an up-to-date version. AN lists are exported as an xls file. These lists are also available at
                         http://www. epa.gov/otaq /fuels /re porting/ program sregistratton.htm.
                          • EPA Fuels Programs Company and Facility List
                          • EPA Fuels Programs Company List
                          * Independent Lab List
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3.2     Edit Existing User Profile
The following section describes how to edit your OTAQReg User Profile information.
                               Figure 3-4 OTAQ Registration Home Page
    OTAQ Registration
                                                                                                     OContact Us
                        OTAQ  Registration  Home
                        - Pending Requests	
                         There are currently no pending requests.

                         Legend: -O New Company  ~-J Company Update  ^ Company Association ป RCO Update
                          Company Information
                         You are not currently associated with any companies
                        - Registration Lists	
                         Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
                         http://www.epa.gov/otaq/fuels/reporting/programsregistration.htm.
                          • EPA Fuels Programs Company and Facility List
                          • EPA Fuels Programs Company List
                          • Independent Lab List
Click the "Edit User Profile" link in the left side toolbar of your OTAQ Registration Home page,
as seen in Figure 3-4.  Figure 3-5 will display.
                                         Figure 3-5 Edit User Page
   OTAQ Registration
                                                                                                       ED Contact Us
                        Edit  User Profile
                        Note: Certain fields below are maintained in CDX. Go to tha Edit Current Account Profile! page in MyCDX to make changes to fields
                        that are not editable here.
                        - User Information
                                     Prefix: Miss
                                  First Name: Jane
                                Middle Initial:
                                  Last Name: Smith
                                     Suffix:
                               CDX ESA Status: Received
* Position or Job Title: Owner
        Valid From 05/23/20] 3
     (MM/DD/YVW):
          Valid To
     (MM/DO/YYYY):
B Optional
                          Address and Contact Information
                                 Address 1 :  DECFDGSFCVFS
                                 Address 2:
                                      City:  FAIRFAX
                                     State:  Virginia
                                      ZIP:  22033
                                   Country:  United States
          E-mail: J.Smith@chemicalco.com
    Alternate E-mail:
          Phone: 7032276460
    Alternate Phone:               x
            Fax:
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The page will pre-populate with your current OTAQReg User Profile information. To update the
un-editable CDX user information, click the "Edit Current Account Profiles" link to be taken to
the CDX Edit Organization Profiles page.
Edit any of the additional user profile data by updating the data in the textboxes and clicking the
"Save" button.
3.3    Deactivated Users
If you have been deactivated by an EPA Administrator for the OTAQReg application, upon
clicking the OTAQReg application link on the MyCDX Home page, Figure 3-6 will display.
                        Figure 3-6 OTAQ Deactivated Home Page

  OTAQ Registration                                                            EUContacti
                  OTAQ Deactivated Home
                  Your OTAQREG profile has been deactivated. Please contact the EPA Fuels Programs at 800-385-61 64 or
                  support.Sepamts-support.com if you have questions or need your account to be reactivated.
This screen notifies you that your OTAQReg profile has been deactivated and provides the
phone number and e-mail address to contact the EPA Fuels Programs for any questions or to
reactivate your account.
Click the "CDX Home Page" button to return to the MyCDX Home page.
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4       Company Associations
The following sections describe how to add and update company associations within the
OTAQReg application.
4.1     Add Company Association	
                           Figure 4-1 OTAQ Registration Home Page
   OTAQ Registration
                                                                                        dJContact Us
                     OTAQ Registration Home
                       Pending Requests	

                      There are currently no pending requests.

                      Legend: -o New Company >^J Company Update U4J Company Association •ป RCO Update
                       Company Information	

                      You are not currently associated with any companies.
                     - Registration Lists	

                      Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
                      http://www. epa.gov/citaq/fi.iels/reporting/programsregi5tratiori.htm.

                       • EPA Fuels Programs Company and Facility List

                       • EPA Fuels Programs Company List

                       • Independent Lab List
Click the "Associate to Company: Search for Existing Company" link in the left side toolbar of
your OTAQ Registration Home page, as seen in Figure 4-1. Figure 4-2 will display.
                        Figure 4-2 Associate to Company Search Page
  OTAQ Registration                                                                      CUContactls

                    Associate to Company: Search for Existing Company
                    To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
                    for existing companies within OTAQ Reg to ensure the company does not already exist.
  Change Request History

  Associate to Company
  Edit User Profile
- Search Criteria ~
       Company ID:

     Company Name:
                                                                     City:
                                                                    State: All

                                                                Postal Code:
Enter your company specific search criteria into the textboxes and click the "Search" button. A
list of all companies matching your search criteria will display, as shown in Figure 4-3.
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                       Figure 4-3 Associate to Company Search Results
  OTAQ Registration                                                                      QContactUs
                     Associate  to Company:  Search for Existing Company
                     To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
                     for existing companies within OTAQ Reg to ensure the company does not already exist.
                    r Search Criteria ~
                            Company ID:
                          Company Name: Last
                             ID   * Name
                             3012   FirstLast CompanyS
                                                                     City:
                                                                     State:
                                                                 Postal Code:
                                                                                           Pages: 1
                                Location
                                1310 LSt. NW 121108 1334
                                Washington, District of Columbia 20005
                                United States
                     If you do not see the company in the above results, you may search again. If you are certain your company does not already exist in
                     OTAQ Reg, click the "Create New Company" button below.
                     Create New Company I Cancel
Select the checkbox next to the company with which you wish to associate (if you do not see
your company listed in the results, click the "Create New Company" button to create your
company; see Section 5 for further details). Click the "Add Selected" button. Figure 4-4 will
display.
  Note: You may select multiple check boxes if you wish to associate to more than one company.
           Figure 4-4 Associate to Company: Create Company Associations Page
  OTAQ Registration                                                                       O Contact Us
                    Associate to Company:  Create Company Associations
                    You MUST select at least one role per company prior to submitting this user association request to the following company or
                    companies,
Remove? ID
[       301 2
                                       Name
                                       Firstlast Company3
                    Legend. ^ Added  fT' Updated **& Removed  ^ Unchanged
                     Add More I Remove Selected I Review
You must select at least one role per company prior to submitting your user association request.
Click the "Select Roles" link to display a pop-up of available roles for the company. Figure 4-5
will display.
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                              Figure 4-5 Company Roles Pop-Up
   Select Roles for First National Chemical  Company [3377]

      OTAQ Registration: '_' Company Editor '.' Company Viewer '.' Limited Company Viewer
    OTAQ Program Roles: EH Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
            (Select All) This role should only be selected if the company is registered as a. gasoline or diesel refiner, or a non-
                    renewable fuels importer.

                    DC Fuels Submitter Roles: Only select programs your company can submit reports for. If your company
                    is not registered or registering for a program do not select that program's subpart.
                    B DC Fuels Submitter, Third Party Engineering Review
                    Zl DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
                    ID DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
                    HI DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
                    D DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
                    d EMTS Submitter
                    D EMTS Viewer
              Other : ED Agent
                    An agent is defined as any individual who is not a direct employee of the company.
                    ID Independent Third Party Engineer
Choose the appropriate OTAQ Registration and OTAQ Program Roles by selecting the
corresponding radio button and checkboxes (reference Appendix A: OTAQ Registration Roles if
you are unsure which roles to select). You may select only one OTAQ Registration role,
however multiple OTAQ Program roles are allowed. Click the "Select All"  link to select all
OTAQ Program Roles.
Click the "Select" button once you have made your selections. Figure 4-6 will display.
    Figure 4-6 Associate to Company: Create Company Associations  Page with Roles
  OTAQ Registration
                    Associate to  Company: Create Company Associations
                    You MUST select at least one role per company prior to submitting this user association request to the following company or
                    companies.
                        Remove? 1O
                              301 2      FirstLast Company^
                    Legend: llS6 Added 
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                          Figure 4-7 Associate to Company:  Review Page
  OTAQ Registration
                       Associate to Company: Review
                                                                                                   L3 Contact Us
                                                                                                OMB: 2060-0637
                           ID       *  Name
                           3012       FtrstLast Company^
Roles
 •  Company Editor
                       Legend: *8 Added V Updated ^Removed & Unchanged
The "Associate to Company: Review" page displays a read-only version of your company
association details. If the company and role information are correct, click the "Continue" button.
Figure 4-8 will display.
                             Figure 4-8 Further Action Required Pop-up
                          Further Action Required
                          In order for this registration to be submitted to EPA, you must click the applicable blue
                          button on the following screen. EPA will not process registrations if a user fails to click
                          the applicable button and submit the paperwork either electronically or via mail.

                          You will not be able to electronically sign within the GTAQReg application until your
                          CDX ESA is received by the Fuels Program.

                          If you are not able to have your registration electronically signed, the registration
                          forms must be printed, signed and mailed to Fuels Program Registration at:

                          Commercial Delivery:
                          U.S. Environmental Protection Agency-
                          William Jefferson Clinton Building - North
                          Mail Code 6405A, Room 6520V; (202) 343-9038
                          1200 Pennsylvania Ave NW
                          Washington. DC 20004

                          US Mail:
                          U.S. Environmental Protection Agency
                          Mail Code 6405A
                          1 200 Pennsylvania Ave NW
                          Washington, DC 20460

                          It is recommended that all registration materials including ESAs are sent in the same
                          package.
Click "OK" to Close the pop-up and continue to the next page. Figure 4-9 will display.
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                   Figure 4-9 Associate to Company: Submit Request Page
    OTAQ Registration
                                                                                           OContact Us
                      Associate to  Company: Submit Request
                      Please click the Submit button to make the submission request and move on to print the registration forms.
Click the "Submit" button to submit the request. Figure 4-10 will display.
                           Figure 4-10 Further Action Required Page
     OTAQ Registration
                                                                                          E3Contact Us
                       Further Action  Required
                       Click here to save copies of your registration forms.

                       Submission options:
                       1. Have the RCO electronically sign the request
                         The RCO of this company must have e-signature capabilities in the OTAQReg application, which wiil be indicated by this
                         request appearing as 'Awaiting RCO Electronic Signature* in your 'Pending Requests' queue on your OTAQReg homepage.
                         The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue' No additional steps are
                         necessary after the request is electronically signed by the RCO.

                         OR

                       2. Print, sign, and mail the form to EPA

                       Mailing address

                       Commercial Delivery:
                       U.S.. Environmental Protection Agency
                       William Jefferson Clinton Building - North
                       Mail Code 6405A, Room 6520V; (202) 343-9038
                       1 200 Pennsylvania Ave NW
                       Washington, DC 20004
                       US Mail:
                       U.S. Environmental Protection Agency
                       Mail Code 6405A
                       1 200 Pennsylvania Ave NW
                       Washington, DC 20460

                       Please contact support.^eDamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Once you have submitted your Company Association Request, you will receive an email
notification stating that your Company Association Request  is awaiting RCO signature along
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with a hard copy of your company association registration forms. The Company Association
request will appear in the Pending Requests section of your OTAQ Registration Home Page, as
shown in Figure 4-26.
  Note: All Company Association requests require a signed RCO Delegation Letter by your Company Responsible
  Corporate Officer. The RCO Delegation Letter is included in the hard copy of your company association
  registration forms. This letter can be electronically signed by the RCO in OTAQReg if they have a valid CDX
  ESA.
4.2    Update Company Roles
                            Figure 4-11 OTAQ Registration Home Page
  OTAQ Registration
  OTAQ Registration Home
  Update Existing Company
  Associations
                                                                                               GUContact Us
                      OTAQ  Registration Home
                      - Pending Requests	
                          ID
                                Request For
                                                        * Created On
CR-1007 MARATHON PETROLEUM COMPANY LP   10/05/201111:44  Joe Test
       [42S8]                      AM
Awaiting RCO Wet Ink
Signature
                       Legend: -d New Company  u~J Company Upda
                                                         Company Association ป RCO Update
                      - Company Information

                       One item found.
                       Company ID T  Company Name
                       1024        Kurt's Test Company
                                                                    • Cellulosic Biofuel Waiyer Credits (Pay.goy)
                                                                     Submitter
                                                                    • DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subpart I
                                                                    • DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts A, B, C, D, and F
                                                                    ซ DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts D, E, F, H, J, and L
                                                                    • EMTS Submitter
                                                                    • EMTS Viewer
                                                                    • DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts K and M
                                                                    • Company Editor
                                                                       Pages: 1
                      - Registration tists	

                       Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
                       http://www.epa.gov/otaq/fuels/reporting/programsregistration.htm.

                        • EPA Fuels Programs Company and Facility List

                        • EPA Fuels Programs Company List

                        • Independent Lab List
Click the "Update Existing Company Association" link in the left side toolbar of your OTAQ
Registration Home Page. Figure 4-12 will display.
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                        Figure 4-12 Update Company Associations Page
   OTAQ Registration
                      Update Company Associations
                         Remove? ID
                         D     1024
                                                                                             OContact Us I
* Name
  Kurt's Test Company
RoU;
                                                                     Cellulosic Biofue! Waiver Credits (Pay.gov)
                                                                     Submitter
                                                                     DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subpart I
                                                                     DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts A, E, C, D, and F
                                                                     DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts D, E, F, H, J, and L
                                                                     EMTS Submitter
                                                                     EMTS Viewer
                                                                     DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts K and M
                                                                     Company Editor
                      Legend: *& Added ? Updated  ^Removed
                                                     ' Unchanged
Select the Roles link for the company you wish to update. Figure 4-13 will display.
                                     Figure 4-13 Update Roles
   Select Roles for Kurt's Test  Company [1 024]
      OTAQ Registration:  '?•• Company Editor  . Company Viewer •.' Limited Company Viewer
    OTAQ Program Roles:  0 Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
             (Select All)  This role should only oe selected if the company is registered as a gasoline or diesel refiner, or a non-
                      renewable fuels importer.

                      DC Fuels Submitter Roles: Only select programs your company can submit reports for. If your company
                      is not registered or registering for a program do not select that program's subpart.
                      Zl DC Fuels Submitter, Third Party Engineering Review
                      121 DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
                      121 DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
                      0 DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
                      121 DC Fuels Submitter, Title 40 CFR Part 80 Suboarts K and M
                      121 EMTS Submitter
                      121 EMTS Viewer
               Other :  D Agent
                      An agent is defined as any individual who is not a direct employee of the company-
                      B Independent Third Party Engineer
Your existing roles will be pre-selected on the page. Update your OTAQ Registration and OTAQ
Program Roles by selecting a new radio button and/or checkboxes (reference Appendix A:
OTAQ Registration Roles if you are unsure which roles to select). You may select only one
OTAQ Registration role however multiple OTAQ Program Roles are allowed.
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Click the "Select" button once you have made your selections. Figure 4-14 will display.
                          Figure 4-14 Updated Company Associations
   OTAQ Registration
                                                                                           dContact Us
                      Update  Company Associations
                         Remove? ID
                         D      1024
* Name
  Kurt's Test Company
                                                                  • Company Editor
                                                                  • Celluiosic Biofuel Waiver Credits (Pay.gov)
                                                                    Submitter
                                                                  • DC Fuels Submitter, Title 40 CFR Part 80
                                                                    Subpart I
                                                                  • DC Fuels Submitter, Title 40 CFR Part 80
                                                                    Subparts A, B, C, D, and F
                                                                  • DC Fuels Submitter, Title 40 CFR Part SO
                                                                    Subparts D, E, F, H, J, and L
                                                                  • EMTS Submitter
                                                                  • Agent
                      Legend: "*& Added "? Updated *8 Removed as> Unchanged
The Update Company Associations Page will now display your updated roles. Click the
"Review" button. Figure 4-15 will display.
                      Figure 4-15 Confirm Updated Company Association
  OTAQ Registration
                     Update Company Associations
                         ID *  Name               *  Roles
                         3384  Company with Multiple Facilities
                                                                                           O Contact Us
                                                                                         OMB: 2060-0277
                                                   • Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
                                                   • DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
                                                   • DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
                                                   • DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
                                                   • DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
                                                   • EMTS Submitter
                                                   • EMTS Viewer
                                                   • RCO
                                                   • Company Editor
                                 ^ Updated  *& Removed  ** Unchanged
The page will display the updated icon      for the updated company association. If the updated
company association is correct, click the "Continue" button. Figure 4-16 will display.
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                              Figure 4-16 Further Action  Required Pop-up
                             Further Action  Required
                             In order for this registration to be submitted to LPA. you must click the applicable blue
                             button on the following screen. EPA will not process registrations if a user fails to click
                             the applicable button and submit the paperwork either electronically or via mail.

                             You will not be able to electronically sign within the OTAQReg application until your
                             CDX ESA is received by the Fuels Program.

                             If you are not able to have your registration electronically signed, the registration
                             Forms must be printed, signed and mailed to Fuels Program Registration at;

                             Commercial Delivery:
                             U.S. Environmental Protection Agency
                             William Jefferson Clinton Building - North
                             Mail Code 64Q5A, Room 6520V; (202) 343-9038
                             1 200 Pennsylvania Ave NW
                             Washington,  DC 20004

                             US Mail:
                             U.S. Environmental Protection Agency
                             Mail Code 6405A
                             } 200 Pennsylvania Ave NW
                             Washington,  DC 20460

                             It is recommended that all registration materials including ESAs are sent in the same
                             package-
Click "OK" to Close the pop-up and continue to the next page. Figure 4-17 will display.
                                     Figure 4-17 Submit Request Page
   OTAQ Registration
                                                                                                          CD Contact Us
                        Submit  Request
                        Please click the Submit button to make the suomission request and move on to print the registration forms.
Click the "Submit" button to submit your request. Figure 4-18 will display.
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                           Figure 4-18 Further Action Required Page
         OTAQ Registration
                                                                                     L3 Contact Us

                         Further Action  Required

                         Click here to save copies of your registration forms.


                         Submission options:

                         1  Have the RCO electronically sign the request.
                           The RCO of this company must have e-signature capabilities in the OTAQReg application, which will be indicated by this
                           request appearing as "Awaiting RCO Electronic Signature" in your "Pending Requests" queue on your OTAQReg homeoage
                           The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue". No additional steps are
                           necessary after the request is electronically signed by the RCO.

                           OR

                         2. Print, sign, and mail the form to EPA

                         Mailing address

                         Commercial Delivery:
                         U.S. Environmental  Protection Agency
                         William Jefferson Clinton Building - North
                         Mail Code 6405A, Room 6520V; (202) 343-9038
                         1200 Pennsylvania Ave NW
                         Washington, DC 20004
                        US Mail:
                        U.S. Environmental Protection Agency
                        Mail Code 6405A
                        1200 Pennsylvania Ave NW
                        Washington, DC 20460
                        Fie
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
  Note: All Company Association Update Requests require a signed RCO Delegation Letter by your Company
  Responsible Corporate Officer. The RCO Delegation Letter is included in the hard copy of your company
  association registration forms. This letter can be electronically signed by the RCO in OTAQReg if they have a
  valid CDX ESA.
Once you have submitted your Updated Company Association, you will receive an email
notification stating your request is awaiting RCO signature along with a hard copy of your
company association registration forms. The updated company association request will appear in
the pending requests section of your OTAQ Registration Home Page. Please reference Section
4.4 for information on viewing pending association requests.
4.3     Remove Existing Company Association
To remove an existing company association, navigate to the Update Company Associations page,
as shown in Figure 4-12.
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                         Figure 4-19 Remove Company Association
   OTAQ Registration
                                                                                     OContact Us
                    Update  Company  Associations
                        Remove? ID     * Name
                              1024     Kurt's Test Company
                                                                Cellulosic Biofuel Waiver Credits (Pay.gov)
                                                                Submitter
                                                                DC Fuels Submitter, Title 40 CFR Part 80
                                                                Subpart I
                                                                DC Fuels Submitter, Title 40 CFR Part 80
                                                                Subparts A, B, C, D, and F
                                                                DC Fuels Submitter, Title 40 CFR Part 80
                                                                Subparts D, E, F, H, J, and L
                                                                DC Fuels Submitter, Title 40 CFR Part 98
                                                                Subpart LL
                                                                DC Fuels Submitter, Title 40 CFR Part SB
                                                                Subpart MM
                                                                EMTS Submitter
                                                                EMTS Viewer
                                                                DC Fuels Submitter, Title 40 CFR Part 80
                                                                Subparts K and M
                                                                Company Editor
                    Legend: *b Added "? Updated  "^Removed ^Unchanged
Select the checkbox next to the company association you wish to remove and click the "Remove
Selected" button. Figure 4-20 will display.
                            Figure 4-20 Remove Company Pop-Up
                  Remove  Company Associations?
                 Are you sure you want to remove the selected company associations?
Click the "Yes" button to confirm that you would like to remove the selected company
association. Figure 4-21 will display.
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                          Figure 4-21 Removed Company Association
  OTAQ Registration
                     Update  Company Associations
                         Remove? ID
                         D      1024
Name
Kurt's Test Company
                                                                                             QContact Us I
                                    Updated  ^Removed  e& Unchanged
                                                                     Cellulosic Biofuel Waiver Credits (Pay.gov)
                                                                     Submitter
                                                                    • DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subpart I
                                                                    • DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts A, E, C, D, and F
                                                                    • DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts D, E, F, H, J, and L
                                                                    • DC Fuels Submitter, Title 40 CFR Part 80
                                                                     Subparts K and M
                                                                    • EMTS Submitter
                                                                    • EMTS Viewer
                                                                    • Company Editor
The removed icon  *S will now display next to the company association you have removed.
Click the "Review" button. Figure 4-22 will display.
                   Figure 4-22 Remove Company Association Confirmation
                     Update Company Associations
                                                                                          OMB: 2060-0277
                         ID * Name               *
                         3384 Company with Multiple Facilities
                                                   •  Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
                                                   •  DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
                                                   •  DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
                                                   •  DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
                                                   •  DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
                                                   •  EMTS Submitter
                                                   •  EMTS Viewer
                                                   •  RCO
                                                   •  Company Editor
                                  ? Updated  ^Removed  ** Unchanged
If the removed company association is correct, click the "Continue" button. Figure 4-23 will
display.
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                              Figure 4-23 Further Action Required  Pop-up
                             Further Action  Required
                            In order for this registration to be submitted to EPA, you must click the applicable blue
                            button on the Following screen. EPA will not process registrations if a user fails to click
                            the applicable button and submit the paperwork either electronically or via mail.

                            You will not be able to electronically sign within the OTAQReg application until your
                            CDX ESA is received by the Fuels Program.

                            If you are not able to have your registration electronically signed, the registration
                            forms must be printed, signed and mailed to Fuels Program Registration at:

                            Commercial Delivery:
                            U.S. Environmental Protection Agency
                            William Jefferson Clinton Building - North
                            Mail Code 6405A, Room 6520V: (202) 343-9038
                            1 200 Pennsylvania Ave NW
                            Washington,  DC 20004

                            US Mail:
                            U.S. Environmental Protection Agency
                            Mail Code 6405A
                            1 200 Pennsylvania Ave NW
                            Washington,  DC 20460

                            It is recommended that all registration materials including ESAs are sent in the same
                            package.
Click "OK" to Close the pop-up and continue to the next page. Figure 4-24 will display.


                                     Figure 4-24 Submit Request Page

   OTAQ Registration                                                                                    acomaa Us
                        Submit  Request
                        Please click the Submit button to make the submission request and move on to print the registration forms.
   OTAQ Registration Ho
   Update Existing Company
   Associations
   Edit User Profile
Click the "Submit" button to submit your request. Figure 4-25 will display.
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                           Figure 4-25 Further Action Required Page
        OTAQ Registration
                                                                                     EZ]Contact Us

                        Further Action Required

                        Click here to save copies of your registration forms.


                        Submission options:

                        1 . Have the RCO electronically sign the request.
                          The RCO of this company must have e-signature capabilities in the OTAQReg application, which will be indicated by this
                          request appearing as 'Awaiting RCO Electronic Signature* in your "Pending Requests" queue on your OTAQReg homepage.
                          The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue'. No additional steps are
                          necessary after the request is electronically signed by the RCO.

                          OR

                        2. Print, sign, and mail the form to EPA

                        Mailing address
                        Commercial Delivery:
                        U.S. Environmental Protection Agency
                        William Jefferson Clinton Building - North
                        Mail Code 6405A, Room 6520V; (202) 343-9038
                        1 200 Pennsylvania Ave NW
                        Washington, DC 20004
                        US Mail:
                        U.S. Environmental Protection Agency
                        Mail Code 6405A
                        1 200 Pennsylvania Ave NW
                        Washington, DC 20460


                        Please contact support^'epamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
  Note: All Company Association Removal Requests require a signed User Association Termination Letter by your
  Company Responsible Corporate Officer. The User Association Termination Letter is included in the hard copy
  of your company association registration forms. This letter can be electronically signed by the RCO in OTAQReg
  if they have a valid CDX ESA.
Once you have submitted your Remove Company Association request, you will receive an email
notification stating your request is awaiting RCO signature along with a hard copy of your
company association registration forms. The updated company association request will appear in
the pending requests section of your OTAQ Registration Home Page. Please refer to section 4.4
for information on viewing pending association requests.
4.4    Pending Company Association Requests
Congratulations! You have successfully submitted your Company Association Request in the
OTAQReg application. As shown in Figure 4-26, your request will be displayed in your Pending
Requests queue on your OTAQ Registration Home Page along with its current status.
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                     Figure 4-26 Pending Company Association Requests
  OTAQ Registration
                                                                                          0 Contact Us
                     OTAQ Registration  Home
                       Pending Requests 	
                         ID * Request For	 * Created On       * Requested By  * Status
                       •  763  Biofuel Test D [0002]   08 22 201 1 02:12 PM   Mike Seavey      Awaiting RCO Wet Ink Signature
                      Legend: L_Q New Company UiJ' Company Update  *** Company Association w RCO Update
Y                       Company Information 	
                      ou are not currently associated with any companies.
                    — Registration Lists
                        EPA Fuels Programs Company and Facility List

                        EPA Fuels Programs Company List

                        Independent Lab List
To view a pending Company Association Request, click the Company Name link for a request in
the Pending Requests Queue with the Company Association icon >ฃfj .  Figure 4-27 will display.
                          Figure 4-27 Company Association Request
  OTAQ Registration
                     Company Association Request
                    — Request Information -
                                                                                          LH Contact Us
                                                                               ^ View printer-friendly version
                            Request ID : CR-4937

                           Request Type : Company Association

                          Request Status : Awaiting RCO Wet Ink Signature
 Created On: 06/19/2013 01:53 PM

 Modified On : 06,19/2013 01:53 PM

Requested By : Jane Smith

  Username : JSMITH22G1
                      List of Changes
                       • Added PROGRAM role "DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and P for user 'Jane Smith"
                       • Added OTAQREG role "Company Editor" for user "Jane Smith"
                        ID  * Name    * Roles

                        4695  Jane Smith    • DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
                                       • Company Editor
                                           Removed ** Unchanged
The Company Association Request page displays all request information. To return to the
OTAQReg Home Page click the "Return" button.
To cancel the Company Association Request, click the "Cancel Request" button. A notification
window will appear, prompting you to select the "Yes" button to continue with the request
cancellation or the "No" button to return to the previous page. The request will be canceled
immediately and will no longer display in the Pending Requests queue.
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5      Create New Company
The following sections describe how to create a new company in the OTAQReg application.
                             Figure 5-1 OTAQ Registration Home Page
   OTAQ Registration
                                                                                                  G3Contact Us
                      OTAQ  Registration  Home
                      - Pending Requests	
                               * Request For
                                                            Created On
Requested
Ev
                          CR-1007 MARATHON PETROLEUM COMPANY LP  10/05/2011 11:44  Joe Test
                                 [4268]                       AM
                        Legend: -O New Company  -^ Company Update w Company Association •ป RCO Update
            Awaiting RCO Wet Ink
            Signature
                        Company Information	
                        One item found
                        Companv ID *  Companv Name
                        1 024         Kurt's Test Company
                                                                      ' Cellulosic Eiofuel Waiver Credits (Pay.gov)
                                                                       Submitter
                                                                      ' DC Fuels Submitter, Title 40 CFR Part 80
                                                                       Sub part I
                                                                      ' DC Fuels Submitter, Title 40 CFR Part 80
                                                                       Subparts A, E, C, D, and F
                                                                      > DC Fuels Submitter, Title 40 CFR Part 80
                                                                       Subparts D, E, F, H, J, and L
                                                                      • EMTS Submitter
                                                                      > EMTS Viewer
                                                                      ' DC Fuels Submitter, Title 40 CFR Part 80
                                                                       Subparts K and M
                                                                      1 Company Editor
                        Registration Lists	
                        Please click one of the lists below for an up-to-date version. All lists are exported as an xls file. These lists are also available at
                        http://www.epa.gov/otaq/fuels/reporting/programsregistration.htm.

                         • EPA Fuels Programs Company and Facility List
                         • EPA Fuels Programs Company List
                         • Independent Lab List
Click the "Associate to Company" link in the left side toolbar of your OTAQ Registration Home
Page as seen in Figure 5-1. Figure 5-2 will display.
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5.1    Verify Company Does Not Exist in OTAQReg
           Figure 5-2 Associate to Company: Search for Existing Company Page
  OTAQ Registration                                                                   a contact u$

                   Associate to Company: Search for Existing Company
                   To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
                   for existing companies within OTAQ Reg to ensure the company does not already exist.
                   r Search Criteria ~
                          Company ID:
                                                                  City:
                        Company Name: Test Company PLC
                                                                 State: All

                                                             Postal Code:
Before you can create a new company, you must first confirm that the company you intend to
create does not already exist in OTAQReg. Enter search criteria pertinent to your company and
click the "Search" button, as seen in Figure 5-2. Figure 5-3 will display.
Please note, search terms act together to narrow results.  For example, searching on the state
New York and the city New will  return all companies located in New York state that have New
in their city's name.  It is recommended that  companies use broad searches to avoid delays and
registration issues caused by a user attempting to duplicate a company registration.
         Figure 5-3 Associate to Company: Search for Existing Company Results
  OTAQ Registration
                                                                                     Q Contact Us
                   Associate to Company: Search for Existing Company
                   To associate to a company, search using at least one of the criteria below. If you need to create a new company, please first search
                   for existing companies within OTAQ Reg to ensure the company does not already exist.
                   r Search Criteria -
                          Company ID:
                                                                  City:
                        Company Name: Test Company PLC
                    Your search returned no companies-
    State: | Ail

Postal Code:
                   If you do not see the company in the above results, you may search again. If you are certain your company does not already exist in
                   OTAQ Reg, click the "Create New Company" button below.
                    Create New Company I Cancel
The page will return a list of companies matching the provided search criteria. If your company
is displayed in the search results then please refer to Section 4.1 for instructions on how to
associate to an existing company.
If it is determined that your company does not currently exist in OTAQReg, click the "Create
New Company" button. Figure 5-4 will display.
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5.2      Create Company  Details
                       Figure 5-4 Create New Company: Company Details Page
   OTAQ Registration
   OTAQ Registration Home

   Associate to Company
   Update Existing Company
   Edit User Profile
                                                                                                               lUJContact Us
                         Create  New  Company: Company Details
Basic Information
- Company Name and Location	
 Note: Address 1  may not be a PO Box. If you are entering an international address that has no postal code,
 enter •00000'.
                              * Company Name:
                           * Created On (MM/DD 10/05/2011
                                      /YYYY):
                             Valid From (MM/DD 10/05/2011
                                      /YYYY):
                               Valid To (MM/DD
                                      /YYYY):
                                   Optional
                                                     * Address 1:
                                                       Address 2:
                                                          * City:
                                                         * State:  Please Select From List
                                                    *  Postal Code:
                                                                                 * Country:
                                                                                           United States
                          - Responsible Corporate Officer (RCO) Info	

                           The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
                           employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
                           company. The RCO may not be an agent or third part/ who is not directly employed by the company.
                               RCO CDX User ID:
                                  * RCO Name:
                                  * RCO Title:
                                                     * RCO E-mail:
                                              * Confirm RCO E-mail:
                                                     * RCO Phone:
                                                         RCO Fax:
                          Program Type and Business Activities

                          - Program Type and Business Activities -

                           O Gasoline
                           D Diesel
                           CH Renewable Fuel Standard
                          - Company Foreign Bond	

                           For each Program Type selected above, indicate if:
                            • Domestic company with only domestic facility or facilities, please put "No"

                            * RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1465, or 80.1467
                            • Gasoline/RFG - Your company has met the  bonding requirements of Title 40 CFR Parts 80 94(k)
                            • Gasoline/Tier 2 Gasoline Sulfur-Your company has met the bonding requirements of Title 40 CFR Parts 80.41 0(k), if
                              applicable
                            • Diesel-Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicabie
                          Company Contacts
                         There are currently no company contacts.
                           Add New Contact I Remove Selected
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The Create New Company: Company Details page displays fields for you to provide the
Company Name, Location, Responsible Corporate Officer information, Program Types,
Business Activities, Company Contacts, and other required company details.
Enter information for all required fields. Required fields are marked with a red star.
The Business Activities associated to each Program Type are displayed once a Program Type is
selected, as shown in Figure 5-5.
                     Figure 5-5 Program Types and Business Activities
  Program Type and Business Activities
  - Program Type and Business Activities	
  0 Gasoline
      D Refiner
      O Non-Renewable Fuels Importer
      CH Oxygenate Blender (Reformulated Gasoline Program)
      D Independent Lab
      D Small Refiner
      D PADD Importer
  0 Diesel
      D Refiner
      LJ Non-Renewable Fuels Importer
      O Refiner (Eiodiesel Producer)
      O Pipeline/Pass-Through Terminal
      CUTransmix
      D Small Refiner
      LJ Truck Loading Terminal/Locomotive Marker Facility
      D PADD Importer
      D Mobile Facility
  HI Renewable Fuel Standard
To add a company contact, click the "Add New Contact" button. Figure 5-6 will display.
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                               Figure 5-6 Company Contacts
  Company Contacts

 There are currently no company contacts.
  Add New Contact I Remove Selected
 r Contact
             * Name: John Smith
      * E-mail:  john@smith.com
              * Title: Other
      * Phone:  555-867-5309
              * Title: Operational Manager

           Contact For: Gasoline
          Fax:

CDX Web User ID:
   Save Contact
Enter information in all required fields by typing in the textboxes. Click the "Save Contact"
button. The contact will now be listed in the company details.
After you have provided your complete company details, click the "Next" button. Figure 5-7 will
display.
5.2.1	Select Company Roles
                     Figure 5-7 Create New Company: Company Roles
    OTAQ Registration
     TAQ Registration Hon
    Update Existing Company
    Edit User Profile
                    Create New Company: Company Roles
                      Select Roles	
                     To add additional roles, click the link below.
                      I* Company Editor I
As the creator of a company, the Company Editor role is pre-selected for you. Click the
"Company Editor" link to add additional roles. Figure 5-8 will display.
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                              Figure 5-8 Company Roles Pop-Up
   Select Roles for First National Chemical  Company [3377]

      OTAQ Registration: '_' Company Editor '.' Company Viewer '.' Limited Company Viewer
    OTAQ Program Roles: EH Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter
            (Select All) This role should only be selected if the company is registered as a. gasoline or diesel refiner, or a non-
                    renewable fuels importer.

                    DC Fuels Submitter Roles: Only select programs your company can submit reports for. If your company
                    is not registered or registering for a program do not select that program's subpart.
                    B DC Fuels Submitter, Third Party Engineering Review
                    Zl DC Fuels Submitter, Title 40 CFR Part 79 Subparts A, B, C, D, and F
                    ID DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
                    HI DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
                    D DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M
                    d EMTS Submitter
                    D EMTS Viewer
              Other : ED Agent
                    An agent is defined as any individual who is not a direct employee of the company.
                    ID Independent Third Party Engineer
Choose the appropriate OTAQ Registration and OTAQ Program roles by selecting the
corresponding radio button and checkboxes (reference Appendix A: OTAQ Registration Roles if
you are unsure which roles to select). You may select only one OTAQ Registration role however
multiple OTAQ Program roles are allowed.  Click the "Select All" link to select all OTAQ
Program Roles. Figure 5-9 will display.
                              Figure 5-9 Selected Company Roles
    OTAQ Registration
                     - Select Roles
                     Create New Company: Company Roles
                      To add additional roles, click the link below.
                       * Company Editor
                       * DC Fuels Submitter, Title 40 CFR Part 80 Subpart I
                       • DC Fuels Submitter, Title 40 CFR Part 80 Subparts A, B, C, D, and F
                       • EMTS Submitter
Click the "Next" button. Figure 5-10 will display.
5.3     Adding Company Facilities
Your company may or may not require that you add a Facility depending on the Program Types
and Business Activities selected for your company.
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                      Figure 5-10 Create New Company: Facility List
  OTAQ Registration
                                                                                 LH Contact Us
                   Create New Company: Facility List
                   There are cur
Click the "Review" button. Figure 5-11 will display if your company is required to have at least
one facility. If your company is not required to have at least one facility then you will be directed
to the Create New Company Signature page, as shown in Figure 4-12 (continue to Section 5.5).
             Figure 5-11 Create New Company: Facility List Requires Facility
   OTAQ Registration
                                                                                  LZ]Contact I
                    Create New Company: Facility List
                      The business activities you have selected require that at least one facility be created.
                            ntly no facilities.
To add a facility to your company click the "Add Facility" button. Figure 5-12 will display.
                     Figure 5-12 Create New Company: Facility Type
                    Create New Company: Facility Type
                     Facility Type
The Facility Types are pre-populated on the page based on the Program Type(s) and Business
Activity(s) you selected for your company. Select the radio button next to the appropriate facility
type you wish to add and click the "Next" button. Figure 5-13 will display. (Note: if your
facility processes both diesel/biodiesel and gas/ethanol, it will be necessary to create two
facilities with the same address and different facility types.)
  Note: You may cancel adding a facility at any time by selecting the "Cancel Facility" button.
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                     Figure 5-13 Create New Company: Facility Activities
    OTAQ Registration
     >TAQ Registration HOL-

    Associate to Company
    Update Existing Compa
    Associations
    Edit User Profile
                                                                                     LllContaiit Us
                     Create New  Company: Facility Activities
- Facility Activities	

Select all facility activities that are performed at this facility.


0 Refiner

0 Non Renewable Fuels Importer

0 Oxygenate Blender (Reformulated Gasoline Program)
The Facility Activities are pre-populated onto the page based on the Program Type(s), Business
Activity(s), and Facility Type you selected. Click the checkbox next to all applicable facility
activities and click the "Next" button. Figure 5-14 will display.
5.4    Verify Facility Does Not Exist in OTAQReg
               Figure 5-14 Create New Company: Search for Existing Facility
  OTAQ Registration
                                                                                       El Contact Us
                    Create New Company: Search for Existing Facility
                    Before creating a new facility, you must search the existing facilities in OTAQ Reg to ensure the facility location does not already
                    exist- To search for existing facilities, search using at least one of the criteria oelow-
                    — Search Facilities
                             Facility ID f
                          Facility Name: \
                                              City: r

                                             State: |~

                                         Postal Code: |~
Before you can create a new facility, you must first confirm the facility you intend to create does
not already exist in the OTAQReg application. To confirm whether or not your facility already
exists in OTAQReg, search for your facility by providing search criteria into the facility search
fields. Click the "Search" button. Figure 5-15 will display.
Please note, search terms act together to narrow results. For example, searching on the state
New York and the city New will return all facilities located in New York state that have New in
their city's name.  It is recommended that companies use broad searches to avoid delays and
registration issues caused by a user attempting to  duplicate a facility registration.
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                              Figure 5-15 Facility Search Results
  OTAQ Registration
                    Create New Company: Search for Existing  Facility

                    Before creating a new facility, you must search the existing facilities in OTA.Q Reg to ensure the facility location does not already
                    exist. To search for existing facilities, search using at least one of the criteria below.
                    — Search Facilities
                             Facility ID: |~
                                                                                        CU Contact Us
                           Facility Name: [Test
     City: [Alberta

    State P

Postal Code: f

The page will return a list of facilities matching the provided search criteria. If your facility is
displayed in the search results then please refer to Section 5.4.1.2 for instructions on how to add
an existing facility.
If it is determined that your facility does not currently exist in OTAQReg, click the "Create New
Facility" button. Figure 5-16 will display.
5.4.1.1       Create New Facility	
                   Figure 5-16 Create New Company: Basic Facility Details
   OTAQ Registration
   OTAQ Registration Home
       ate to Company
   Update Existing Company
   Associations
   Edit User Profile
                                                                                       QContact Us
                     Create New Company: Facility  Details
Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code,
enter "00000".
* Facility Name:
* Valid From (MM/DD |lO/5/ll
/YYYV):
Valid To (MM/DD
/VYYY):
_ ..- _

* Contact Name:
* Contact Title: 1
* Address 1:
IS Address 2:
* City:
3 Optional A SMe
* Postal Code:
* Country:



Please Select From List v|

United States



* Contact E-mail:
* Contact Phone:
Contact Fax:
- — v.

* 1


Enter information for all required fields. Required fields are identified with a red star. Click the
"Next" button when finished. Figure 5-17 will display.
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  Note: Address 1 may not be a P.O. Box address. If you are entering an international address that has no postal
  code, enter "00000."
                          Figure 5-17 Create New Company: Facility Details
    OTAQ Registration
                         Create New Company:  Facility Details
                         Record Storage
                         - Record Storage
                          * Records for this facility are stored : D On Site E Off Site
                                  * Location:
                                A Address 1:
                                  Address 2:
                                     * City:
* Contact Name:
 * Contact Title:
* Contact E-mail:
* Contact Phone:
    Contact Fax:
                                    * State: | Please Select From List
                               * Postal Code:
                                  A Country:  United States
                         Renewable Facility Information
                         - Renewable Facility
                          With your registration forms, please include the following Producer Supplemental Documents (required pursuant to 40 CFR
                          80.1450 (b)):
                             Updated CDX facility registration
                             ndependent third party engineering review
                             Process heat fuel supply plan
                             Air permits (if applicable)
                             Production records (if applicable)
                             Separated food waste plan (if applicable)
                             Any other documentation required pursuant to 40 CFR 80.1 450(b)
                          * Fuel produced at this facility is used for off road use only and is not subject to the Fuels and Fuel Additive Registration
                          (FFARS Part 79)
                           Please Select From List
                          * Facility is grandfathered pursuant to 40 CFR 80.1403 in the RFS2 Program Threshold
                           P ease Select From List v
                         Fuels Imported/Created & Pathways
                         — Facility Totals
                            A Permitted Capacity (gallons):
                                      40 CFR 80.1401
                           A Actual Peak Capacity (gallon?):
                         There are currently no fuels
Enter information in all required fields by typing in the textboxes and selecting from available
drop-down menus. The sections and required fields displayed on the Facility Details page will
vary depending on the Facility Types and Facility Activities you previously selected for the
facility.
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Click the "Save Facility" button when finished. Figure 5-18 will display.
                          Figure 5-18 Create New Company: Facility List
  OTAQ Registration
                                                                                                O Contact Us
                      Create New Company:  Facility List
                          Remove? Name
                      iEO  l~~     Test Facility
                           Type         T  Location
                           Gas.Ethanol         1234 Any Street
                                           Any Town, Massachusetts 01865
                                           United States
                        Add Facility       Remove Selected    (  Renew )
If the displayed facility information is correct, click the "Review" button. Figure 5-23 will
display (continue to Section 5.5).
5.4.1.2       Add Existing Facility	
                                 Figure 5-19 Select Existing Facility
  OTAQ Registration
  OTAQ Registration Home

  Associate to Company

  Update Existing
  Company Associations

  Edit User Profile
                      Create  New  Company: Search for Existing Facility
                      Before creating a new facility, you must search the existing facilities in OTAQ Reg to ensure the facility location does not already
                      exist- To search for existing facilities, search using at least one of the criteria below
— Search Facilities
          Facility ID: f
       Facility Name: [Allgustilie Test
                       2 items found, displaying all items.
                               ID *  Name      * Type
                               80053  Augustine Test  Diesel Biodiesel - Pipeline
                                    Co.
 City: f

State :
                                                                     Postal Code: f~
                                                             	Pages 1
                                                              T Location          *
                                                                12345 Test Way
                                                                St. Augustine, Florida
                                                                90424
                                                                United States
                               50009 Augustine Test  GHGRP Refiner that is not a Gas Ethanol or Diesel Biodiesel " 2345 Test Way
                                   Co.          Facility                                   St. Augustine, Florida
                                                                                      90424
                                                                                      United States
                           Use Selected Facility    |   Create New Facility
                       Back  I   Cancel Facility
If it is determined that your Facility exists in OTAQReg, choose the desired facility by selecting
the corresponding radio button and clicking the "Use Selected Facility" button, as seen in Figure
5-23. Figure 5-20 will display.
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                               Figure 5-20 Existing Facility Details
    OTAQ Registration
                                                                                           LUContact Us
                      Create New Company: Facility Details
                      - Facility Name and Location	

                       Note: Address 1 may not be a PO Box. If vou are entering an international address that has no postal code,
                       enter '00000'.
                           * Facility Name:  Reserved25GL TEST

                        * Valid From (MM/DD [10/5/11
                                                -I Optional
 Address 1: Test

 Address 2:

     City: Test

    State: Tennessee

Postal Code: 12345

  Country: United States
                                                               * Contact E-mail:

                                                               * Contact Phone:

                                                                  Contact Fax:
The existing Facility Name and Location will be pre-populated on the page. The Facility Name
field is editable however you are not able to edit the facility location for an existing facility.
Provide information for all required fields and click the "Next" button. Figure 5-21 will display.
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                                   Figure 5-21 Create Facility Details
                         Renewable Facility Information
                        -Renewable Facility	
                          1'ledi.e [.elect From List v
                         * Facility not subject to the 20% GHC Threshold (Title 40 CFR 80. 1 4031
                          P ease Se ect From List v
                         Fuels Imported /Created & Pathways
                          Facility Totals
                           * Permitted Capacity (gallons):
                                     40 CFR 80.1401
                          * Actual Peak Capacity (gallons):
                        There are currently no fuels
    OTAQ Registration
                                                                                                    L "Contact Lk
                        Create New Company: Facility Details
                         Record Storage
"fc Records for this facilit1
* Location:
* Address 1:
Address 2:
* City:
* State:
* Postal Code:
* Country:
/ are stored : D On Site H Off Site




Please Select From List

United States


v

* Contact Name:
* Contact Title:
* Contact E-mail:
* Contact Phone:
Contact Fax.



'1 1


                         With your registration forms, please include the following Producer Supplemental Documents (required pursuant to 40 CFR
                         80.1450 (b)):
                          • Updated CDX facility registration
                          • Independent third party engineering review
                          • Process heat fuel supply plan
                          • Air permits (if applicable)
                          • Production records (if applicable)
                          • Separated food waste plan (if applicable)
                          • Any other documentation required pursuant to 40 CFR 30.1450(b)

                         * Fuel produced at this facility is used for off road use only and is not subject to the Fuels and Fuel Additive Registration
                         (FFARS Part 79)
Enter information in all required fields by typing in the textboxes and selecting from available
drop-down menus. The sections and required fields displayed on the Facility Details page will
vary depending on the Facility Types and Facility Activities you previously selected for the
facility.
Click the "Save Facility" button when finished. Figure 5-22 will display.
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                                   Figure 5-22 Review Facility List
  OTAQ Registration
                                                                                                I	I Contact Us
                      Create New  Company: Facility List
                          Remove? Name
                          |~~      Test Facility
                          |       Augustine Test Co.
Type        * Location
Gas Ethanol       1 234 Any Street
              Any Town, Massachusetts 01 865
              United States
Gas. Ethanol       12345 Test Way
              St. Augustine, Florida 90424
              United States
                                      Remove Selected
                                                      Review  I Back
If the displayed facility information is correct, click the "Review" button. Figure 5-23 will
display.
5.5    Review and Submit New Company Information	
                            Figure 5-23 Create New Company: Review
                OTAQ Registration
                               Create New Company: Review
                               Company Info

                               Basic Information
                                Company Name and Location	
                                    Company ID:
                                   Company Name: Test Company A
                                 Created On (MM/DD 09/15/2011
                                       /YYYY):
                                 Valid From (MM/DD 09/15/2011
                                       /YYYY):
                                  Valid To (MM/DD
                                       /YYYY):
           Address 1: 3400 Tes
           Address 2:
              City: Test
              State: Alabama
           Postal Code: 12345
             Country: United Sta
                               - Responsible Corporate Officer (RCO) Info	
                               The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) o

                               company. The RCO may not be an agent or third party who is not directly employed by the company.

                                     RCO Name: Jonathan Test
                                      RCO Title: RCO
The Create New Company: Review page displays a read-only version of the company and
facility details provided. If the new company information on the page is correct click the
"Continue" button. Figure 5-24 will display.
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                            Figure 5-24 Further Action Required Pop-up
                        Further Action Required
                        In order for this registration to be submitted to EPA, you must click the applicable blue
                        button on the following screen- EPA will not process registrations if a user fails to click
                        the applicable button and submit the paperwork either electronically or via mail.

                        You will not be able to electronically sign within the OTAQReg application until your
                        CDX ESA is received by the Fuels Program.

                        If you are not able to have your registration electronically signed, the registration
                        forms must be printed, signed and mailed to Fuels Program Registration at:

                        Commercial Delivery:
                        U.S. Environmental Protection Agency
                        William Jefferson Clinton Building - North
                        Mail Code 6405A, Room 6520V; (202) 343-9038
                        1200 Pennsylvania Ave NW
                        Washington, DC 20004

                        US Mail:
                        U.S. Environmental Protection Agency
                        Mail Code 6405A
                        1200 Pennsylvania Ave NW
                        Washington, DC 20460

                        It is recommended that all registration materials including ESAs are sent in the same
                        package
Click "OK" to Close the pop-up and continue to the next page. Figure 5-25 will display.
                    Figure 5-25 Create New Company: Submit Request Page
  OTAQ Registration
                                                                                                  CU Contact Us
                      Create  New Company: Submit Request
                      Please click the Submit button to make the submission request and move on to print the registration forms.
Click the "Submit" button to submit your request. Figure 5-26 will display.
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                         Figure 5-26 Further Action Required Page
    OTAQ Registration
                     Further Action Required

                     Click here to save copies of your registration forms.


                     Submission method:

                     1. Print, sign, and mail the form to EPA

                     Mailing address

                     Commercial Delivery:
                     U.S. Environmental Protection Agency
                     William Jefferson Clinton Building - North
                     Mail Code 6405A, Room 6520V: (202) 343-9038
                     1 200 Pennsylvania Ave NW
                     Washington, DC 20004
                     US Mail:
                     U.S. Environmental Protection Agency
                     Mail Code 6405A
                     1 200 Pennsylvania Ave NW
                     Washington, DC 20460

                     Please contact support^epamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Once you have submitted your New Company Request, you will receive an email notification
stating your new company is awaiting RCO signature. The company request will appear in the
pending requests section of your OTAQ Registration Home Page, as shown in Figure 5-27.
  Note: All New Company requests require a signed RCO statement by your company's Responsible Corporate
  Officer. The RCO signature statement is included in the hard copy of your new company registration forms.
  New Company Requests cannot be electronically signed.
5.6    Pending New Company Requests
Congratulations! You have successfully submitted your New Company Request in the
OTAQReg application. As shown in Figure 5-27, your request will be displayed in your Pending
Requests queue on your OTAQ Registration Home Page along with its current status.
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              Figure 5-27 OTAQ Registration Home page: Pending Requests
  OTAQ Registration
                                                                                     GZ1 Contact Us
                   OTAQ Reqistration Home
ID * Request For
JL3 841 Test Co-noany ^LC
Legend L_Q New Company liปJ Con
* Created On * Requested By
OS 26 20'
no any Update
" " ' 22 AM Mike Seavey
> Company Association A RCO Update
* Status T
Awaiting EPA Review |

                    — Company Information
                    One item found.
                     Company ID * Companv Nan
                     0002        Biofuel Test D
                            Pages
* Roles

   • Company Edito
                    - Registration Lists 	
                     • EPA Fuels Programs Company and Facility List

                     • E-i ~.\* s --eg a-ns C';-i:;a-v. _ist

                     • Independent Lab List
To view a pending New Company Request, click the Company Name link in the Pending
Requests Queue for a request identified with the New Company icon -O. Figure 5-28 will
display.
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                                                 Figure 5-28  New Company Request
                 OTAQ Registration
                                         Company  Request
                                          You are currently in VIEW mode.
                                           Request Information -
                                                   Request ID: CR-1Q12
                                                 Request Type : New Company
                                                Request Status : Awaiting RCO Wet Ink Signatur
                                         Company Details   Roles   Facility Details
                                          Basic Information
                                          - Company Name and Location -
                                                   Company ID:
                                                Company Name: Test Company A
                                             Created On (MM/DD 10/05/2011
                                                       /YYYY):
                                             Valid From (MM/DD 10/05/2011
                                                       /YYYY):
                                               Valid To (MM/DD
                                                       /YYYY):
                                                                                                                                   LJContact Us
                                                                                                                       j) View printer-friendly v
  CreatedOn:  10/05/2011 12:43 PM
 Modified On :  10/05/2011 1 2:43 PM
Requested By : Joe Test
   Address 1: 3400 Test Street
   Address 2:
        Chy: San Diego
       State: California
  Postal Code: 12345
     Country: United States
                                           Responsible Corporate Officer (RCO) Info	
                                           The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
                                           employee ('with an appropriate title) of the company registering who is legally liable for the information submitted for the
                                           company. The RCO may not be an agent or third party who is not directly employed by the company.

                                                    RCO Name:  Jonathan Test
                                                     RCO Title:  RCO
                                                   RCO E-mail:  otaqregrco@gmail.com
                                                    RCO Phone:  333-333-3333
                                                     RCO Fax:  222-222-2222
                                          Program Type and Business Activities
                                         - Program Type and Business Activities —
                                           Gasoline
                                               Refiner
                                               Non-Renewable Fuels Importer
                                               Oxygenate Blender (Reformulated Gasoline Program)
                                           Renewable Fuel Standard
                                               Renewable Fuel Producer
                                               Renewable Fuels Importer
                                           For each Program Type selected above, indicate if:
                                            • Domestic company with only domestic facility or facilities, please put "No"
                                            • RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80.1467
                                            • Gasoline/RFC - Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
                                            * Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.410(k), if
                                              applicable
                                            * Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable
                                           Pursuant to 80.1406(c)(l), an obligated party may comply with its annual compliance requirements for all of its refineries in th<
                                           aggregate, or for each refinery individually. However, if the obligated party carries a deficit from one year to the next, then the
                                           party must maintain the same approach to aggregation in the next calendar year. Please indicate the compliance level below:
                                           Aggregation of Refineries
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The New Company Request page displays all of the company's information. To return to the
OTAQReg Home Page click the "Return" button.
To cancel the New Company Request, click the "Cancel Request" button. A notification window
will appear, prompting you to select the "Yes" button to continue with the request cancellation or
the "No" button to return to the previous page. The request will be canceled immediately and
will no longer display in the Pending Requests queue.
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6      View Company Details
The following section describes how to view company details in the OTAQReg application.
                          Figure 6-1 OTAQ Registration Home  Page
  OTAQ Registration
                                                                                     E3 Contact Us
                    OTAQ Registration Home
                    - Pending Requests	
                        ID  * Request Far     * Created On         * Requested By    * Status          *
                     i_3  841   Test Com oanyPLC     08 26/201 1 11:22 AM     Mike Seavey        Awaiting EPA Review

                    Legend: L_Q New Company  U*J Company Update  ^ Company Association  & RCO Update
                    — Company Information
                     One item found.
                     Company ID T Company Na
                           Pages:
                     0002      | Biofuel Test D
Roles
 • Company Editor
                    — Registration Lists	
                     • EPA Fuels Programs Company and Facility List

                     • I1'- ~_ie :• "Cg'flTIS C r:-1 :j a.-V, _ :,1

                     • Indeoendent Lab List
To view a company's details, navigate to your OTAQ Registration Home Page and click the
Company Name link for a company with which you have an active role, as seen in Figure 6-1.
The company details will display, as shown in Figure 6-2.
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                         Figure 6-2 Company Information: Company Details
   OTAQ Registration
   OTAQ Registration Home
   Associate to Company
   Update Existing
   Company Associations
   Edit User Profile
                                                                                                      I	Contact Us
                       Company Information: Company Details
                        You are currently in VIEW mode.
Company Details   Facility Details
Basic Information
                       — Company Name and Location
                                Company ID: 0002
                             Company Name: Biofuel Test D
                                Created On 07 29 2011
                              (MM DD YYYY):
                                Valid From 07292011
                              (MM DD YYYY):
                                  Valid To
                              (MM DD YYYY):
                                                   Address I :  3000 Test Street
                                                   Address 2
                                                        City:  Springfield
                                                       State:  South Carolina
                                                  Postal Code:  12345
                                                     Country  United States
                       — Responsible Corporate Officer (RCO) Info	
                         The resoonsiole corporate officer (RCO) of the company must oe an official officer (President. Vice President, CEO. etc.) or
                         employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
                         company The RCO may not be an agent or third party who is not directly employed by the company.

                                 RCO Name: Jennifer Paine
                                  RCO Title: President
                                RCO E-mail: aaaSaa.com
                                 RCO Phone: 333-333-3333
                                  RCO Fax: 111-111-1111
                        Program Type and Business Activities
                       — Program Type and Business Activities
                         Renewaole Fuel Standard
                            Renewaole Fuel Producer
                       — Company Foreign Bond	
                         For each Program Type selected above, indicate yes if your company is:
                          • Foreign Owned with Domestic Facilities, or
                          • Your company has met the bonding requirements of Title 40 CFR Parts SO 1 465, 80.1 466, or 80.1 467
                         Renewaole Fuel Standard : Yes
                        Company Contacts
                       There are currently no company contacts.
The level of company information displayed depends on your OTAQ Registration role for the
company. Please reference Appendix A:  OTAQ Registration Roles for further information on the
OTAQ Registration Roles and their designated rights.
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7      Edit Company Details
The following sections describe how to edit company details in the OTAQReg application.
  Note: You MUST have the Company Editor role for your company to edit company details.
7.1    Edit Company Details
                         Figure 7-1 OTAQ Registration Home Page
  OTAQ Registration
                                                                                    L3 Contact Us
                   OTAQ Registration  Home
                   — Pending Requests
                        ID  T  Request For     T Created On         T Requested By
                    3  841   Test Company PLC    08 262011 11:22 AM     Mike Seavey
                    Legend: Lo New Company ^ Company Update  *** Company Association A RCO Uodate
                T Status
                  Awaiting :
                   — Company Information
                    One item found
                    Company ID T  Company Name
                    0002

* Roles
   • Company Editor
                    - Registration Lists	
                     • EPA Fuels Programs Company and Facility List
                     • EPA Fuels Programs Company List
                     • Indeoendent Lao List
To edit a company's details, navigate to your OTAQ Registration Home Page and click the
Company Name link for a company with which you have an active Company Editor role, as seen
in Figure 7-1. Figure 7-2 will display.
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                            Figure 7-2 Company Information: Company Details
    OTAQ Registration
                                                                                                                    Ocontact Us
                            Company Information:  Company  Details
                            You are currently in VIEW mode.
    OTAQ Registr
    Associate to Company
    Update Existing Company
    Edit User Profile
                            Company Details   Facility Details
Basic Information

- Company Name  and Location

         Company ID:  3230
      Company Name:  Blofuel Test A
   Created On (MM/DD  01/12/2011
             /YYYY):
    Valid From (MM/DD  01/12/2011
             /YYYY):
      Valid To (MM/DD
             /YYYY):
                                                                                     Address 1: 6000 Test Street
                                                                                     Address 2: Suite C-l
                                                                                           City: Burmingham
                                                                                          State: Alabama
                                                                                     Postal Code: 15555
                                                                                        Country: United States
                             - Responsible Corporate Officer (RCO) Info	

                             The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
                             employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
                             company. The RCO may not be an agent or third party who is not directly employed by the company.

                                      RCO Name:  Charley
                                       RCO Title:  McTest
                                      RCO E-mail:  test@example.com
                                      RCO Phone:  123-123-1234x12345
                                        RCO Fax:  123-123-1234
                             Program Type and Business Activities

                            - Program Type and Business Activities

                             Gasoline
                                 Independent Lab
                             - Company Foreign Bond	

                             For each Program Type selected above, indicate if:
                              • Domestic company with onlv domestic facility or facilities, please put "No"

                              • RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80.1467
                              • Gasoline/RFC - Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
                              • Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.410(k), if
                                applicable
                              • Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable

                             Gasoline :  No
                            - Refiner Compliance Level	

                             Pursuant to 80.1406(c)(l), an obligated part/ may comply with its annual compliance requirements for all of its refineries in the
                             aggregate, or for each refinery individually. However, if the obligated party carries a deficit from one year to the next, then the
                             party must maintain the same approach to aggregation in the next calendar year. Please indicate the compliance level below:
                             Refinery-by-refinery
                             Company Contacts
                            There are currently no company contacts
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The top of the page  states, "You are currently in VIEW mode." Click the "Edit"  button located
on the top right side of the page. Figure 7-3 will display.
                                       Figure 7-3 Company Details Edit Page
             OTAQ Registration
                                  Company Information: Company  Details
                                  You are currently in EDIT mode.

                                 I Company Details | | Facility Details
                                  Basic Information
                                  — Company Name and Location
                                   Note. Address ! should not be a PO Box. If you are entering an international address, enter rOOOOO' as the Zip code

                                          Company ID 0002
                                                                                   * Address 1  |3000 Test Stree!
                                      * Company Name [Biofuel TestC
                                        * Created On 07 29 2011
                                        [MM  DD YYYY):
                                                                                      * State: I South Carolina
                                           Valid From 0729,2011
                                        [MM DD YYYY):
                                                                                     * Country  (United State'
                                            Valid To
                                         MM DD YYYY!
                                  — Responsible Corporate Officer (RCO) Info
                                   The responsible corporate officer (RCO! of the company must pe an official officer (President, Vice President. CEO, etc.:
                                   employee [with an appropriate title! of the company registering who is legally liaole for the information submitted for th
                                   company. The RCO may not be an agent or third party who is not directly employed by the comoany.
                                           RCO Name Jennifer Paine
                                            RCO Title President
                                          RCO E-mail aaaSaa com
                                           RCO Phone. 333-333-3333
                                            RCO Fax 111-111-1111
                                  Program Type and Business Activities
                                  — Program Type and Business Activities
                                   l~~  Gasoline
                                   l~  Diesel
                                      Renewable Fuel Standard
                                         Renewable Fuel Producer
                                       l~~ Renewable Fuels Importer
                                       l~~ Renewable Fuels Exporter
                                       F Foreign Undenatured Ethanol Producer
                                       f~ RIN Owner Only (Blenders, Marketers, Traders)
                                       P" PADD Importer (Renewable Fuel Importer!
                                         Small Blender (Blenders in 40 CFR 80.1 4401
                                  — Company Foreign Bond
                                   For each Program Type selected aboye. indicate yes if you
                                    • Foreign Owned with Domestic Facilities, or
                                                                            40 CFR Parts 80.1465  30 '-66  or 80.1467
                                       * Renewable ft*el Standard
                                  Company Contacts
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The page will now state, "You are currently in EDIT mode."
Edit the company information by typing in the textboxes, selecting new checkboxes, and/or
selecting new radio buttons. The company's facility details and RCO information may also be
updated. Information on how to edit these pieces of information can be found in Sections 7.4 and
7.6 respectively.
When all updates have been made, click the "Review" button. Figure 7-4 will display.
  Note: If the company edits contain changes to the company's Program Types and Business Activities that have
  specific facility requirements, you will be prompted with an error message to edit the Facility Information
  accordingly.
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7.2      Review Company Details Changes
                                  Figure 7-4 Company Information: Review
   OTAQ Registration
                        Company  Information: Review
                        You are currently in EDIT mode.
                         Basic Information
                        — Company Name and Location
                                Company ID: 0002
                              Company Name: Biofuel Test D
 Address I  3000 Test Road
 Address 2:

     City Springfield
     State: South Carolina
PostalCode: 12345
   Ccunt-v United if.i.^;.
                                 Created On  07 29 2011
                              (MM DD
                                   Valid To
                               MM DD YYYY)
                        — Responsible Corporate Officer (RCO) Info
                         The responsible corporate officer (RCO) of the company must be an official ofricer (President vice President, C^O. etc 1 c
                         employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
                         company The RCO may not be an agent or third party who is not directly employed by the company.
                                 RCO Name  Jennifer Paine
                                  RCO Title: President
                                 RCO E-mail:
                                 RCO Phone: 333-333-3333
                                   RCO Fax: 111-111-
                         Program Type and Business Activities
                        — Program Type and Business Activities
                         Gasoline
                        — Company Foreign Bond
                         For each Program Type selected apove. indicate yes if your company is
                          • Foreign Owned with Domestic Facilities, or
                          • Your company has met the bonding requirements of Title 40 CFR Parts 80.1465. 80.1466. or 60.1 467
                         Gasoline  No
                         Company Contacts
                            ID       *  Name
                            80032       48C Facility
                                                                         1200 3 Street
                                                                         San Diego, California 22222
                                                                         United States
                                       * Updated  *& Remove
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The Company Information Review page displays a read-only version of the updated company
record. If the information displayed on the review screen is correct, click the "Continue" button.
Figure 7-5 will display.

                            Figure 7-5 Further Action Required Pop-up
                        Further Action Required
                        In order For this registration to be submitted to EPA, you must click the aoplicable blue
                        button on the following screen. EPA will not process registrations if a user fails to click
                        the applicable button and submit the paperwork either electronically or via mail.

                        You will not be able to electronically sign within the QTAQReg application until your
                        C'DX ESA is received by the Fuels Program.

                        If you are not able to  have your registration electronically signed, the registration
                        forms must be printed, signed and mailed to Fuels Program Registration at:

                        Commercial Delivery:
                        U.S. Environmental Protection Agency
                        William Jefferson Clinton Building - North
                        Mail Code 6405A, Room 6520V; (202) 343-9038
                        1 200 Pennsylvania Ave NW
                        Washington, DC 20004

                        US Mail:
                        U.S. Environmental Protection Agency
                        Mail Code 6405A
                        1 200 Pennsylvania Ave NW
                        Washington, DC 20460

                        It is recommended that all registration materials including ESAs are sent in the same
                        package.
Click "OK" to Close the pop-up and continue to the next page. Figure 7-6 will display.
                    Figure 7-6 Company Information: Submit Request Page
  OTAQ Registration
                                                                                               LZ1 Contact Us
                      Company  Information: Submit Request
                      Please ciick the Submit button to make the submission request and move on to print the registration forms.
                     I Submit I
Click the "Submit" button to submit your request. Figure 7-7 will display.
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                            Figure 7-7 Further Action Required Page
                                                                                       LZl Contact Us

                        Further Action Required

                        Click here to save copies of your registration forms.


                        Submission options:


                        1.  Have the RCO electronically sign the request.
                           The RCO of this company must have e-signature capabilities in the OTAQReg application, which will be indicated by this
                           request appearing as "Awaiting RCO Electronic Signature" in your "Pending Requests" queue on your OTAQReg homepage.
                           The RCO will need to log in to OTAQReg and access this request from their "RCO Activation Queue". No additional steps are
                           necessary after the request is electronically signed by the RCO

                           OR

                        2-  Print, sign, and mail the form to EPA

                        Mailing address

                        Commercial Delivery:
                        U.S. Environmental Protection Agency
                        William Jefferson Clinton Building - North
                        Mail Code 6405A, Room 6520V; (202) 343-9038
                        1 200 Pennsylvania Ave NW
                        Washington, DC 20004
                        US Mail:
                        U.S. Environmental Protection Agency
                        Mail Code 6405A
                        1 200 Pennsylvania Ave NW
                        Washington, DC 20460
                        Pie
                             ontact suooort^
                                                 if you ha
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
Once you have submitted your Company Update request, you will receive an email notification
stating your company update request is awaiting RCO signature along with a hard copy of your
company update registration forms.
The request will also be listed in the pending requests section of your OTAQ Registration Home
Page, as shown in Figure 7-8. Company Updates must be signed by the Company RCO and
approved by EPA.
  Note: All Company Update requests require a signed RCO statement by your Company's Responsible Corporate
  Officer. The RCO signature statement is included in the hard copy of your company update registration forms.
  This letter can be electronically signed by the RCO in OTAQReg if they have a valid CDX ES A.
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7.3    Pending Company Update Request
Congratulations! You have successfully submitted your Company Update Request in the
OTAQReg application. As shown in Figure 7-8, your request will be displayed in your Pending
Requests queue on your OTAQ Registration Home Page along with its current status.
                    Figure 7-8 Updated Company Pending  Request
 OTAQ Registration
                 OTAQ Registration  Home
I't'riuiriij nriJUfM?.
ID * RrquปM For 1
LI 54; Bicltel Tcit D roOQJi
.^ 8< 1 THE Cempwy PLC
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.
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                                              Figure 7-9 Company Update Request
               OTAQ Registration
                                       Company  Request
                                        You are currently in VIEW mode.
                                       — Request Information	
                                                 Request ID : CR-2096
                                               Request Type : Company Update
                                              Request Status : Awaiting RCO Electronic Sign,
                                        List of Changes
                                          • Removed facility Test Facility"
                                          • State changed from "Alabama" to "Georgia"
                                           parry Details   Facility Details
                                        Basic Information
                                        - Company Name and Location -
                                                 Company ID: 3230
                                              Company Name: Elofuel Test A
                                           Created On (MM/DD 01/12/2011
                                                     /YYYY);
                                           Valid From (MM/DD 01/12/2011
                                                     /YYYY):
                                             Valid To (MM/DD
                                                     /YYYY):
                                        - Responsible Corporate Officer (RCO) Info	
                                        The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) c
                                        employee (with an appropriate title) of the company registering who is legally liable for the information submi
                                        company. The R.CO may not be an agent or third part/ who is not directly employed by the compar"
                                                                                                                                 QContact Us
                                                                                                                              >r-friendlyv
  Created On:  10/05/2011 01:47 PM
 ModifiedOn:  10/05/2011 01:47 PM
Requested By :  Ted Mosby
   Address 1:  6000 Test Street
   Address 2:  Suite C-l
        City:  Burmingham
       State:  Georgia
  Postal Code:  15555
     Country:  United States

                                                  RCO Name: Charley
                                                   RCO Title: McTest
                                                 RCO E-mail: test@example.com
                                                  RCOPhone: 123-1 23-1234 x!2345
                                                   RCO Fax: 123-123-1234
                                        Program Type and Business Activities
                                        - Program Type  and Business Activities -
                                         For each Program Type selected above, indicate if:
                                          • Domestic company with only domestic facility or facilities, please put "No"
                                          * RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, SO, 1466, or 80.1467
                                          • Gasoline/RFC - Your company has met the bonding requirements of Title 40 CFR Parts S0.94(k)
                                          • Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts SQ.410(k), if
                                           applicable
                                          • Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 8Q.620(k), if applicable
                                         Pursuant to 80.1406(c)(l), an obligated part/ may comply with its annual compliance requirements for all of its refineries in the
                                         aggregate, or for each refinery individually. However, if the obligated party carries a deficit from one year to the next, then the
                                         party must maintain the same approach to aggregation in the next calendar year. Please indicate the compliance level below:
                                         Refinery-by-refinery
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The Company Update Request page displays the current company information as well as a list of
changes made by the request. To view the active version of the company record, click the "View
Active Version" button.
To return to the OTAQReg Home Page, click the "Return" button.
To cancel the Company Update Request, click the "Cancel Request" button. A notification
window will appear, prompting you to select the "Yes" button to continue with the request
cancellation or the "No" button to return to the previous page. The request will be canceled
immediately and will no longer display in the Pending Requests queue.
7.4    Edit Facility Details
To edit Facility Details for a company, click the Facility Details tab, shown in Figure 7-10, while
in EDIT mode. Figure 7-11 will display.
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                                             Figure 7-10 Facility Details Tab
       OTAQ Registration
                                                                                                                        LZlContact Us
                               Company Information:  Company Details
                               You are currently in EDIT mode.
       OTAQ Registration Home
       Associate to Company
                            I  Company Details   Facility Details
       Update Existing Company
                               Basic Information
                               - Company Name  and Location
                                Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code,
                                enter "00000".
                                        Companv ID:  3230
                                                                                       * Address 1:  6000 Test Street
                                   * Companv Name:  [Blofuel Test A
                      Address 2:  !SuiteC-l
                                 * Created On (MM/DD 01/12/2011
                                            /YYYY):
                                   Valid From (MM/DD 01/12/2011
                                            /YYYY):
                          *City:
                         * State:
                   * Postal Code:
                                Burmingham
                                Alabama
                                15555
                                     Valid To (MM/DD
                                            /YYYY!:
-' Optional
                                                                                         * Country:  United States
                               - Responsible Corporate  Officer (RCO) Info	
                                The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
                                employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
                                company. The RCO may not be an agent or third party who is not directly employed by the company.
                                         RCO Name: Charley
                                          RCO Title: McTest
                                         RCO E-mail: test@example.com
                                         RCO Phone: 123-123-1234x12345
                                           RCO Fax: 123-123-1234
                               Program Type and Business Activities
                               - Program Type and Business Activities	
                                0 Gasoline
                                    D Refiner
                                    I  I Non-Renewable Fuels Importer
                                    LJ Oxygenate Blender (Reformulated Gasoline Program)
                                    0 Independent Lab
                                    D Small Refiner
                                    D PADD Importer
                                D Diesel
                                D Renewable Fuel Standard
                               - Company Foreign Bond	
                                For each Program Type selected aboye, indicate if:
                                 • Domestic company with only domestic facility or facilities, please put "No"
                                 • RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80.1 467
                                 • Gasoline/RFG - Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
                                 • Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.41 0(k), if
                                   applicable
                                 • Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable
                                                  * Gasoline O Yes ฉNo
                               Company Contacts
                               There are currentiy no company contacts.
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                        Figure 7-11  Company Information: Facility List
    OTAQ Registration
                      Company Information: Facility  List
                      You are currently in EDIT mode.
                      Company Details   Facility Details
                         Remove? ID   * Name
                         D     10002  [|LP Test LLC - PADD 2
* Type
  Gas/Ethano! - PADD
                                 Remove Selected
T Locatio
  3200TestSt. Ste. 145
  Baltimore, Maryland 22222
  United States
Click the facility name link. Figure 7-12 will display.
                        Figure 7-12 Company Information: Facility Type
   OTAQ Registration
                                                                                          CJContact Us
                     Company Information:  Facility  Type
                      You are currently in EDIT mode.
                       Note: For assistance regarding PADD Regions, consult the DOE's PADD map. IEXIT Disclaimer

                       Gas/Ethanol - PADD
The Facility Type page displays the facility's current facility type. This information is not
editable for any existing facilities. Click the "Next" button. Figure 7-13 will display.
                     Figure 7-13 Company Information: Facility Activities
    OTAQ Registration
                                                                                         LUContact Us
                      Company  Information: Facility Activities
                      You are currently in EDIT mode.
                      Company Details   Facility Details
                        Facility Activities	
                       Select all facility activities that are performed at this facility.

                       0 [10002] Won Renewable Fuels Importer
                            Hack I Return to Facility List
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The Facility Activities page displays all possible facility activities. Select the appropriate facility
activities and click the "Next" button. Figure 7-14 will display.
                    Figure 7-14 Company Information: Basic Facility Details
                       Facility Name and Location
                       * Valid From (MM/DD  8/1/11
                                /YYYY):
    OTAQ Registration
                                                                                           QContact Us
                      Company  Information: Facility Details
                      You are currently in EDIT mode.
                       Note: Address 1 may not be a PO Box. If vou are entering an international address that has no postal code,
                       enter '00000'.
 Address 1: 3200 Test St.
 Address 2: Ste. 145
     City: Baltimore
    State: Maryland
Postal Code: 22222
  Country: United States
                                                               * Contact E-mail:
                                                               * Contact Phone:
                                                                          inil. e'.iUtest.com
                                                                          333-333-3333
                                                                  Contact Fax: 222-222-2222
The Basic Facility Details page is pre-populated with the current facility detail information.
Update the information by typing in the textboxes. When finished click the "Next" button. Figure
7-15 will display.
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                      Figure 7-15 Company Information: Facility Details
   OTAQ Registration
                                                                                       OContact Us
                     Company Information: Facility Details
                     You are currently in EDIT mode.
                     Company Details  Facility Details
                     Record Storage

                     - Record Storage	

                      * Records for this facility are stored : 0 On Site d Off Site
                     Independent Lab

                     - Independent Lab	

                      A Does this facility produce Reformulated Gasoline (RFC) and/or Reformulated Gasoline Elendstock for Oxygenate
                      Blending (REOE)?
                      OYes ฉNo
The Facility Details page is pre-populated with the current facility information. Make any
required updates to the facility specific information and click the "Save Facility" button to apply
the changes. Figure 7-16 will display.
                           Figure 7-16 Facility List:  Updated Facility
    OTAQ Registration
                     Company Information: Facility List
                      You are currently in EDIT mode.
                     Company Details   Facility Details
                         Remove? ID   * Name             T Type

                         D     10002  JLP Test LLC - PADD 2      Gas/Ethanol - PADD
                                                                        3200TestSt. Ste. 145
                                                                        Baltimore, Maryland 22222
                                                                        United States
The facility will display with the updated iconlป . Click the "Review" button and follow the
steps in Section 7.2 to complete your Company Update submission.
7.5     Remove Facility
To remove a Facility from a company, click the Facility Details tab, as seen in Figure 7-3, while
in EDIT mode. Figure 7-17 will display.
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                      Figure 7-17 Company Information: Facility List
  OTAQ Registration
                   Company Information: Facility List
                   You are currently in EDIT mode.
                                                                                    LH Contact Us
                                                    *  Type
                                                      Gas Ethanol
            w  Locatit
              12345 Test Way
              St- Augustine, Florida 90424
              United States
Select the checkbox for the corresponding facility and click the "Remove Selected" button.
Figure 7-18 will display.
                         Figure 7-18 Remove Facility Confirmation
                       Remove  Facility?
                       Are you sure you want to remove the selected facilities?
Click the "Yes" button to remove the facility. Figure 7-19 will display.
                         Figure 7-19 Facility List: Removed Facility
  OTAQ Registration
                                                                                   O Contact Us
                   Company Information:  Facility List
                    You are currently in EDIT mode.
                   Company Details  Facility Details
                      Remove? ID    *  Name
                      r~     00013    Augustine Test Co.
* Type
  Gas Ethanol     1 2345 Test Way
             St. Augustine, Florida 90424
             United States
The facility will display with the removed icon   . Click the "review" button and follow the
steps in Section 7.2 to complete your Company Update submission.
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7.6   Initiate RCO Update Request
To update the RCO information for your company, click the "Initiate RCO Update Request"
button shown in while in EDIT mode, as shown in Figure 7-20. Figure 7-21 will display.
Note: Clicking the "Initiate RCO Update Request'
separately from any company edits.
button will initiate a RCO Update request which is processed
Figure 7-20 Initiate RCO Update Request

| OTAQ Registration E3Contซct us
1 Company Information: Company Details

Company Details Facility Details

Basic Information
Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code,
enter 'OOOOO'.
Company ID' 0006
* Address 1: 3200 Test St.
* Company Name: [jLP Test LLC Address 2: Ste. 145
* Created On (MM/DD 08/01/201
/YYYY):
Valid From (MM/DD 08/01/201
/YYYY):
Valid To (MM/DD
/YYYY):
- Responsible Corporate O
The responsible corporate officer (RC
employee (with an appropriate title)
company. The RCO may not be an ac
RCO Name: Jenny Paine
RCO Title. CEO
RCO E-mail: jennifer.pair
RCO Phone: 123-123-1
RCO Fax: 222-222-2
Program Type and Busines
* City: Baltimore
* State: Maryland
* Postal Code: 22222
1 El Optional * Lountry: United 5tates


0) of the company must be an official officer (President, Vice President, CEO, etc.) or
f the company registering who is legally liable for the information submitted for the
ent iir tinr'd D^n.v wrm is riot dir^al'.' pmploved bv the company
(^mimimmrmm^

e21@gmail.com
234
222


0 Gasoline
D Refiner
D Non-Renewable Fuels Importer
D Oxygenate Blender (Reformulated Gasoline Program)
D Independent Lab
D Small Refner
0PADD Importer
D Diesel
D Renewable Fuel Standard

For each Program Type selected abo

ts, indicate if:
• RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1465, 80.1466, or 80. 1467
• Gasoline/RFC -Your company has met the bonding requirements of Title 40 CFR Parts 80.94(k)
• Gasoline/Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.4 10(kX if
applicable
• Diesel - Your company has met the bonding requirements of Title 40 CFR Parts S0.620(k), if applicable
* Gasoline ฉYes O No
Company Contacts

iirriirrniiiriiiiniiiiimn
^
ts.
g



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                                        Figure 7-21 RCO Update
  OTAQ Registration
                      RCO Update
                      — Company Name and Location
                              Company ID: 0002

                            Company Name: Biofuel Test D
                                                                                                  O Contact Us
        Address 1 : 3000 Test Street

        Address 2:

            City: Springfield

           State: South Carolina

       Postal Code: 12345

          Country United States
                       - Responsible Corporate Officer (RCO) Info	
                       The responsible corporate officer (RCOj of the comoany must be an official officer (President, Vice President, CEO, etc,} or
                       employee (with an appropriate title) of the company registering who is legally liable for the information supmitted for the
                       company. The RCO may not be an agent or third party who is not directly employed by the company.
                           RCO CDX User ID: (mpseavey

                             * RCO Name: [JenniferPaine
       RCO E-mail  (aaa@aa.com
                              * RCO Title: |president
* Confirm RCO t-mail: (aaa@aa.com

      * RCO Phone: |333-333-3333
                                                                         RCO Fax: (111-111-1111
                                                                                                     J
The RCO Update page is pre-populated with the current RCO information. Update the RCO
information by typing in the displayed textboxes. Please note you must enter a reason for the
RCO update. Once you have completed your RCO updates, click the "Continue" button. Figure
7-22 will display.
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                             Figure 7-22 Further Action Required Pop-up
                        Further Action Required
                        In order for this registration to be submitted to EPA, you must click the applicable blue
                        button on the following screen. EPA will not process registrations if a user fails to click
                        the aoplicable button and submit the paperwork either electronically or via mail.

                        You will not be able to electronically sign within the OTAQReg application until your
                        CDX ESA is received by the Fuels Program.

                        If you are not able to hai/e your registration electronically signed, the registration
                        forms must be printed, signed and mailed to Fuels Program Registration at:

                        Commercial Delivery:
                        U.S. Environmental Protection Agency
                        William Jefferson Clinton Building - North
                        Mail Code 6405A, Room 6520V; (202) 343-9038
                        1 200 Pennsylvania Ave NW
                        Washington, DC 20004

                        US Mail:
                        U.S- Environmental Protection Agency
                        Mail Code 6405A
                        1200 Pennsylvania Ave NW
                        Washington, DC 20460

                        It is recommended that all registration materials including ESAs are sent in the same
                        package.
A popup window will display indicating that further action is required to complete this RCO
update. Once you have reviewed the message, click the "OK" button. Figure 7-23 will display.
                                       Figure 7-23 Submit Request
   OTAQ Registration
                                                                                                    QContact Us
                       Submit Request
                       Please click the Submit button to make the submission request and move on to print the registration forms.
Click the "Submit" button. Figure 7-24 will display.
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                         Figure 7-24 Further Action Required Page
                      Further Action  Required

                      Click here to save copies  of your registration forms.


                      Submission method:

                      1.  Print, sign, and mail the form to EPA

                      Mailing address

                      Commercial Delivery:
                      U.S. Environmental Protection Agency
                      William Jefferson Clinton Building - North
                      Mail Code 6405A, Room 6520V; (202) 343-9038
                      1200 Pennsylvania Ave NW
                      Washington, DC 20004
                     US Mail:
                     U.S. Environmental Protection Agency
                     Mail Code 6405A
                     1 200 Pennsylvania Ave NW
                     Washington, DC 20460

                     Please contact support^'epamts-support.com if you have any questions.
Click the "Click here to save copies of your registration forms" link to save a hard copy of your
registration forms in PDF form. It is required that you save a copy of your registration forms
after submitting your request. If you attempt to select the "Home" button without first saving a
copy of your registration forms, a notification window will appear prompting you to first save
your forms.
An email will be sent to you, the  current company RCO, and the new company RCO (if
applicable) containing a hardcopy of the request and confirming your RCO update request. The
request will also be listed in the pending requests section of your OTAQ Registration Home
Page, as shown in Figure 7-25.
  Note: All RCO Updates must be hand-signed by the existing company RCO and the new company RCO (if the
  RCO is changing) and mailed to the Fuels Program. The signature letter is included in the hard copy of the
  request. RCO Update requests cannot be electronically signed.
7.7    Pending RCO Update Request
Congratulations! You have successfully submitted your RCO Update Request in the OTAQReg
application. As shown in Figure 7-25, your request will be displayed in your Pending Requests
queue on your OTAQ Registration Home Page along with its current status.
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                              Figure 7-25 Pending RCO Update
  OTAQ Registration
                                                                                       D Contact Us
                    OTAQ Registration  Home
Kenamg Kequesis
ID * Request For
[fl 843 Biofuel Test D [0002]
ui 841 Test Company PLC
* Created On
08 26 2011 02:1 8PM
T Requested By
Mike Seayey
08 26:201 1 1 1 :22 AM Mike Seavey
* Status
Awaiting EPA Review |
Awaiting EPA Review
*
Legend: L_o New Company k^J Company Update Company Association * RCO Update
                   — Company Information —
                     One item found.
                     Company ID w Company Name
                     0002       Biofuel Test D
Roles
 • Co mo any Editor
                           Pages" 1
                               *
                   — Registration Lists	
                     ป EPA Fuels Programs Company and Facility List
                     • EPA Fuels Programs Company List
                     • Independent Las List
To view a pending RCO Update Request, click the Company Name link in the Pending Requests
Queue for a request identified with the RCO update icon** . Figure 7-26 will display.
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                                   Figure 7-26 RCO Update Request
   OTAQ Registration
   OTAQ Registr
     ociate to Company
   Update Existing Company
   Associations
                       RCO Update  Request
                       — Request Information
                                                                                                   LZIContact Us
                                                                                         View printer-friendly version
  Request ID : CR-2097

 Request Type : RCO Update

Request Status : Awaiting RCO Wet Ink Signature
 Created On :  10/05/2011 02:22 PM

 Modified On:  10/05/2011 02:22 PM

Requested By :  George Castanza
                        List of Changes
                         • RCO E-mail changed from "jennifer.paine2 1 ฉgmail.corn" to "otaqregrco'^'q
                         • RCO Title changed from "CEO" to "Responsible Corporate Official"
                         • RCO Name changed from 'Jenny Paine" to 'Jennifer Test"
                                              imail.com
                       — Company Name and Location

                               Company ID: 0006
                            Company Name: JLP Test LLC
                                           Address 1:  3200 Test St.

                                           Address 2:  Ste. 145

                                                City:  Baltimore

                                               State:  Maryland

                                           Postal Code:  22222

                                             Country:  United States
                        - Responsible Corporate Officer (RCO) Info	

                        The responsible corporate officer (RCO) of the company must be an official officer (President, Vice President, CEO, etc.) or
                        employee (with an appropriate title) of the company registering who is legally liable for the information submitted for the
                        company. The RCO may not be an agent or third part/ who is not directly employed by the company.


                            RCO CDX User ID: OTAQRegRC02

                                RCO Name: Jennifer Test

                                 RCO Title: Responsible Corporate Official

                               RCO E-mail: otaqregrco@grnail.com

                                RCO Phone: 123-123-1234

                                  RCO Fax: 222-222-2222


                        Reason for RCO Update:
                        llpHatpH c.-mail arjrlr^cc anrl title.
                        Return I Cancel Request
The RCO Update Request page displays the current RCO information as well as a list of changes
made by the request. To return to the OTAQReg Home Page click the "Return" button.
To cancel the RCO Update Request, click the "Cancel Request" button. A notification window
will appear, prompting you to select the "Yes" button to continue with the request cancellation or
the "No" button to return to the previous page. The request will be canceled immediately and
will no longer display in the Pending Requests queue.
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8      Appendix A: OTAQ Registration Roles
8.1    OTAQ Registration Roles
  • Limited Company Viewer: This role has limited read-only access to associated company and
   facility information. Users with this role will not be able to see RCO information. These
   users will also be limited to only basic facility information on the Facility Details page.
  • Company Viewer: This role has full read-only access to associated company and facility
   information.
  • Company Editor: This role has full viewing and editing rights to associated company and
   facility information.
8.2    OTAQ Program Roles:
  • Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter: Users should select this role if they
   are registering for the Cellulosic Biofuel Waiver Credits Pay.gov application to purchase
   cellulosic biofuel waiver credits on behalf of the company (This role should only be selected
   if the company registered as a gasoline or diesel refiner or a non-renewable fuels importer).
  • DC Fuels Submitter, Third Party Engineering Review:  This role applies only if users are
   registering for the DC Fuels data flow and Title 40 CFR Part 80 Subpart M Independent
   Third Party Engineering Review. This will be automatically selected when "Independent
   Third Party Engineer" is chosen.
  • DC Fuels Submitter, Title 40 CFR Part 79 Subparts A,B,C,D, and F: Users should select this
   role if they are registering for the DC Fuels data flow and Title 40 CFR Part 79 Regulation of
   Fuels and Fuel Additives.
  • DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L: Users should select
   this role if they are registering for the DC Fuels data flow and Title 40 CFR Part 80
   Reformulated Gasoline / Anti-Dumping / Gasoline Toxics / Gasoline Sulfur / Gasoline
   Benzene.
  • DC Fuels Submitter, Title 40 CFR Part 80 Subpart I: Users should select this role if they are
   registering for the DC Fuels data flow and Title 40 CFR Part 80 Motor Vehicle, Nonroad,
   Locomotive, and Marine Diesel Fuel.
  • DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M: Users should select this role if
   they are registering for the DC Fuels data flow and Title 40 CFR Part 80 Renewable Fuel
   Standard.
  • EMTS Viewer: User should select this role if they are requesting view-only access to the
   EMTS data flow.
  • EMTS Submitter: Users should select this role if they are requesting both editing and
   submitting rights to EMTS.
  • Agent: Users should select this role if they are an agent for a company (The definition of an
   agent is a person who is not a direct employee of the company).
  • Independent Third Party Engineer: Users should select this role if they are an independent
   third party engineer. Selecting this role will automatically de-select all other OTAQReg
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   Program roles, and add the DC Fuel Submitter, Third Party Engineering Review and OTAQ
   Registration Company Viewer roles. All other roles will be disabled.
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9      Appendix B: Using the e-Signature Widget
Users should refer to the steps outlined in this section to successfully sign their Electronic
Signature Agreement. For information regarding signing change requests in the OTAQReg
application, please see the Responsible Corporate Officer (RCO) User Guide.
Figure 9-1 will display.
                                Figure 9-1 Authentication
 eSignature Widget


     1. Login into CDX
     User:
     OTAQREGTESTER1
     Password:
This page requires you to verify your CDX identity. The page displays your CDX User ID and a
field to provide your CDX password. If you enter an incorrect password, you will be prompted
with an error message. After three failed attempts, your CDX account will be locked. To unlock
your account, contact the CDX Help Desk at 888-890-1995 or helpdesk@epacdx.net.
Enter your CDX user account password and click the "Login" button. Figure 9-2 will display.
                           Figure 9-2 Answer Secret Question
 eSignature Widget


     1. Login into CDX
     User:
     OTAQREGTESTER1
     Password:
2. Answer Secret Question
Question:
What was your first pet's name?
Answer:
     Welcome Jenny Paine
The next step is to provide the answer to your secret question. The page will display one of the
five secret questions you chose during your e-Signature PIN verification.
If you fail to respond or enter an incorrect answer, you will be prompted with an error message.
Please note that the  secret question will not change should you answer incorrectly. After three
failed attempts, your CDX account will be locked. To unlock your account, contact the CDX
Help Desk at 888-890-1995 or helpdesk@epacdx.net.
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Enter the answer you provided during your e-Signature PIN verification and click the "Answer"
button. Figure 9-3 will display.
                                    Figure 9-3 Sign File
eSignatu re Widget
1 . Login into CDX
User:
OTAQREGTESTER1
Password:
Welcome Jenny Paine
close
2 Answer Secret Question 3. Sign File
Question: .sf^- ^^^
What was your first pet's name? \L- — I/
Answer:
Correct Answer
Click the "Sign" button.
Congratulations! You have successfully electronically signed and submitted your Electronic
Signature Agreement.
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10     Appendix C: OTAQ Registration  Lists

Users can view and download the OTAQ Registration Lists by clicking any of the hyperlinks
provided in the Registration Lists section of their OTAQ Registration Home Page as shown in
Figure 10-1. This list is updated daily.
                                   Figure 10-1 Registration Lists
                                                                                  Logged in as MP5EAVEY3 (Logo
  OTAQ Registration
       Registration Home
        Existing
         1 Associations
                                                                                              CD Contact Us
                      OTAQ  Registration  Home
                      — Company Information	
                       You are not currently associated with any companies.
- Registration Lists	
 Please click one of the lists below for an up-to-date version. All lists are exported as an xls fie. These lists are also available at
 http: www.epa.gov/otaq/fuels,''reporting • programsregrstration.htm.


  •  EPA Fuels Programs Company and Facility List

  •  EPA Fuels Programs Company List

  •  Independent Lab List
 Help Desk: (888) 890-1 995

 EPA Home  Privacy and Security Notice Terms and Conditions Contact I
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11     Appendix D: Support Information
For frequently asked questions about the content, formats, or policies for the Office of
Transportation and Air Quality (OTAQ) please reference the Fuels Program website at
http ://www. epa.gov/otaq/fuel s/index .htm.
For any general or technical questions related to the Central Data Exchange you may contact any
of the following:

  • Telephone - Person-to-person telephone support is available from the CDX Help Desk 8:00
   am to 6:00 pm EST. Call our toll-free line at 888-890-1995.
  • Email - Send e-mail to Technical Support at helpdesk@epacdx.net with "Technical Support"
   in the Subject line.
If you have any questions relating to fuels programs registration, reporting, or OTAQReg, please
contact the EPA Fuels Programs and EMTS Support Line at support@epamts-support.com.
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