CDX Fuels Programs Registration
   User Guide for Responsible
   Corporate Officers

   Version 3.02
   CD&
United Stales
Environ montiil Prelection
Agency

-------
        CDX Fuels Programs Registration
            User Guide for Responsible
                  Corporate Officers

                      Version 3.02
                        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
Environ marital Prelection
Agency
EPA-420-B-15-062
March 2015

-------
Table of Contents
1    I ntroduction	1
  1.1    Registration	1
  1.2    Additional OTAQReg User Functions	1
2    Requesting RCO e-signature abilities	2
  2.1    Initiate  RCO Update Request	2
  2.2    Pending RCO Update Request	7
3    The RCO Activation Queue	10
  3.1    Company Association Requests	10
   3.1.1    Approve Company Association Request	11
   3.1.2    Reject Company Association Request	13
   3.1.3    Edit Company Roles	14
  3.2    Company Update Request	18
   3.2.1    Approve Company Update Request	20
   3.2.2    Reject Company Update Request	23
   3.2.3    Edit Company Update Request	24
4    Managing User Associations	27
  4.1    Edit User Roles	27
  4.2    Remove User Associations	32
5    Viewing RCO Change Request History	36
  5.1    Search Change Requests	36
6    Appendix A: Using the e-signature Widget	39
7    Appendix B: Support Information	41
Office of Transportation and Air Quality Fuels Program Registration RCO Guide                      January 29, 2015
                                                                                  i

-------
List of Figures
Figure 2-1 OTAQ Registration Home Page	2
Figure 2-2 Company Information: Company Details	3
Figure 2-3 Edit Company Details Page	4
Figure 2-4 RCO Update	5
Figure 2-5 Further Action Required Window	6
Figure 2-6 Submit Request	6
Figure 2-7 Further Action Required Page	7
Figure 2-8 Pending  RCO Update	8
Figure 2-9 Pending  RCO Update Request	9
Figure 3-1 RCO OTAQ Registration Home Page	10
Figure 3-2 Company Association Request	11
Figure 3-3 Approve  Company Association Request	12
Figure 3-4 Sign Electronically Page	12
Figure 3-5 Signature Confirmation and Print	13
Figure 3-6 Further Action Required Page	13
Figure 3-7 Reject Company Association Request	14
Figure 3-8 Enter Reason  Screen	14
Figure 3-9 Edit User Roles	15
Figure 3-10 Select Roles	15
Figure 3-11 Updated Company Association Request Page	16
Figure 3-12 Sign Electronically Page	16
Figure 3-13 Signature Confirmation and Print	17
Figure 3-14 Further Action Required  Page	17
Figure 3-15 Company Association Request	18
Figure 3-16 Company Update Request	19
Figure 3-17 Company Request Page	21
Figure 3-18 Sign Electronically Page	22
Figure 3-19 Signature Confirmation and Print	22
Figure 3-20 Further Action Required  Page	23
Figure 3-21 Enter Reason Screen	23
Figure 3-22 Edit Company Update Request	24
Figure 3-23 Edit Mode	24
Figure 3-24 Updated List of Changes	24
Figure 3-25 Sign Electronically Page	25
Figure 3-26 Signature Confirmation and Print	25
Figure 3-27 Further Action Required  Page	26
Figure 4-1 RCO OTAQ Registration Home Page	27
Office of Transportation and Air Quality Fuels Program Registration RCO Guide                          January 29,
2015

-------
Figure 4-2 Manage User Associations Page	28
Figure 4-3 Select Roles Screen	28
Figure 4-4 Updated Manage User Associations Page	29
Figure 4-5 Manage User Associations Review Page	29
Figure 4-6 Further Action Required Pop-up	30
Figure 4-7 Sign Electronically	30
Figure 4-8 Signature Confirmation and Print Page	31
Figure 4-9 Further Action Required Page	31
Figure 4-10 Manage User Associations Page	32
Figure 4-11 Remove Company Association	32
Figure 4-12 Manage User Associations Page	33
Figure 4-13 Print and Sign Page	33
Figure 4-14 Further Action Required Pop-up	34
Figure 4-15 Sign Electronically	34
Figure 4-16 Signature Confirmation and Print	35
Figure 4-17 Further Action Required Page	35
Figure 5-1 RCO OTAQ Registration Home Page	36
Figure 5-2 Change Request History: Search Page	37
Figure 5-3 Change Request History: Search Results Page	37
Figure 5-4 Change Request Details Page	38
Figure 6-1 Certification Statement	39
Figure 6-2 Authentication	39
Figure 6-3 Answer Secret Question	40
Figure 6-4 Sign File	40
Office of Transportation and Air Quality Fuels Program Registration RCO Guide                       January 29, 2015

-------

-------
1      Introduction
This document is the User Guide for the Company Responsible Corporate Officer (RCO) for the
OTAQ Fuels Program Registration (OTAQReg) online application. It describes the processes an
RCO must follow to request RCO e-signature abilities including electronically submitting
company requests and electronically managing user associations. These timesaving features
eliminate the need to print and sign most requests and therefore avoids many mail delays in the
registration process.
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 questions relating to fuels programs registration, reporting, or OTAQReg, please
contact the EPA Fuels Programs and EMTS Support Line at support@epamts-support.com.
If you need assistance logging into CDX, please contact the CDX Help Desk at:

  • 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.
1.1    Registration
Please refer to the OTAQ Registration User Guide for instructions on how to register for the
OTAQ Fuels Program Registration (OTAQReg) online application. RCOs wishing to gain RCO
e-signature abilities must have their own CDX User ID and complete an Electronic Signature
Agreement (ESA).
1.2    Additional OTAQReg User Functions
Please refer to the OTAQ Registration User Guide for detailed instructions on how to utilize the
remaining sidebar links:
   •   Associate to Company

   •   Update Existing Company Associations
       Edit User Profile
Office of Transportation and Air Quality Fuels Program Registration RCO Guide                       January 29, 2015
                                                                                      1

-------
 CD&
2       Requesting RCO e-signature abilities
The following sections describe the steps a user must take to become the Responsible Corporate
Officer (RCO) user with the e-signature ability for a company in the OTAQReg application.
2.1     Initiate RCO Update Request	
To receive the RCO e-signature ability within the OTAQReg application you must be identified
as the company RCO on the company record. Any associated user with the Company Editor role
may initiate an RCO Update Request to add the RCO's CDX User ID to the company's
registered RCO information.
To initiate an RCO Update Request, click the Company Name link, as shown in Figure 2-1, for a
company for which you have an active Company Editor role. Figure 2-2 will display.
                          Figure 2-1 OTAQ Registration Home Page
  OTAQ Registration
                                                                                       Q Contact Us
                    OTAQ Registration Home
                    i- RCO Activation Queue
                     The following requests require action from you. Click the name of the request to view it.
                                                                                        Pages  1
                                                                                           *
One item found
   ID   * Request For    * Created On      * Requested By * Status

*ป CR-1737 Acme Test Inc [4426]  05i24,-2013 12:39 PM  John Smith       Awaiting RCO Electronic Signature

To search and view notifications of your recently processed requests, go to the Change Request History.


Legend: -O New Company ^.J Company Update ***' Company Association A RCO Update
                    -Pending Requests	

                     There are currently no pending requests-

                     Legend: -d New Company ^-J Company Update *** Company Association ป RCO Update
                    - Company Information -
                     5 items found, displaying all items
                     Company ID T  Company Name * Roles

                     4426      I Acme Test Inc I     * EMTS Submitter
                                              • EMTS Viewer
                                              . RCO	
                                                        	Pages: 1
                                                         Actions

                                                         Manage User Associations
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                                   January 29,

                                                                          2

-------
 CD&
                           Figure 2-2 Company Information: Company Details
   OTAQ Registration
                                                                                                               O Contact Us
                         Company Information:  Company Details
                          You are currently in VIEW mode.
        Registration Home
        e Request History
                       l.i
Company Details
                Facility Details
                          Basic Information
                         — Company Name and Location -
                                  Company ID: 3386
                                Company Name: John Doe's Company 1 23
                                   Created On 06 1 8 2013
                                (MM DD'YYYY):
                                    Valid From 06 18;20I3
                                (MM DD.YYYY):
                                      Valid To
                                (MM DD'YYYY):
                                                       Address T:  123 Test Way-
                                                       Address 2:
                                                            City:  Anywhere
                                                           State:  District of Columbia
                                                      Postal Code:  20000
                                                         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: John
                                     RCO Title: Doe
                                   RCO E-mail: ryan.kurtzman^cgifederal-com
                                   RCO Phone: 3333333333
                                     RCO Fax:
                          Program Type and Business Activities
                         — Program Type and Business Activities -
                           Renewable Fuel Standard
                               Renewable Fuels Exporter
                         — Company Foreign Bond
                           For each Program Type selected above, indicate if:
                            ซ  Domestic company with only domestic facility or facilities, please put "No"
                            •  RFS - Your company has met the bonding requirements of Title 40 CFR Parts 80.1 465, 80-1466, or 80.1 467
                            *  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 Tide 40 CFR Parts 80.41 0(k), if
                              applicable
                            ป  Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k)J if applicable
                           Renewable Fuel Standard : Yes
                          Company Contacts
                         There are currently no company contacts.
Click the "Edit" button in the top right side of the page. Figure 2-3 will  display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                                 January 29, 2015
                                                                                                3

-------
 CD&
                                         Figure  2-3 Edit Company  Details Page
         OTAQ Registration
                                                                                                                         UH Contact Us
                                 Company Information:  Company Details
                                 You are currently in EDIT mode.
               ? Request History
                                                 Facility Details
                                 Basic  Information
                                 - Company Name and Location -
                                  Note: Address 1
                                  enter '00000'.
                                                      ot be a PO Box. If you are entering an international address that has
                                          Company ID:  331 3
                                     * Company Name:  Ryan's Test Company 4
                                                                                        * Address 1:  5678 Main Street
                                                                                          Address 2.
                                         * Created On  01,-30,2013
                                        (MM.DD YYYY):
                                            Valid From  (H/3Q/2G13 IS
                                        (MM 'DD 'YYYY):
                                             Valid To  \~
                                        (MM DO:YYYY):
                                                                                             * City:  Santa Fe
                         * State:  New Mexico
I Optional
                   * Postal Code:  J77777
                      * Country:  | United 5
                                 r- 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: Jean-Leman
                                            RCO Title: Consultant
                                          RCO E-mail: jean-
                                                    le man. rusangizaJxgif ederal.com
                                           RCO Phone. 5555555555
                                             RCO Fax.
                                 Program Type and Business Activities
                                 - Program Type and  Business Activities	
                                  L/l Gasoline
                                      D Refiner
                                      H Non-Renewable Fuels Importer
                                      O Oxygenate Blender (Reformulated Gasoline Program)
                                      U independent Lab
                                      D Small Refiner
                                      0 PADD Importer
                                  H Diesel
                                  I	I 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, 80.1466, or 80.1 467
                                   * 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 80.41 0(k), if
                                     applicable
                                   • Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable
                                                    * Gasoline • ' Yes •*' No
                                 Company Contacts
                                 There are currently no company contacts.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                            January 29,
                                                                       4

-------
 CD&
The page will now state, "You are currently in EDIT mode." Click the "Initiate RCO Update
Request" button. Figure 2-4 will display.
  Note: Clicking the "Initiate RCO Update Request" button will initiate a RCO Update request which is
  processed separately from any company edits. RCO Update Requests may not be made simultaneously with
  Company Update Requests.
                                       Figure 2-4 RCO Update
   OTAQ Registration
                                                                                               LH Contact Us
                      RCO Update
                        Company Name and Location -
                              Company ID:  3334

                           Company Name:  Acme Test Co
        Address 1: 2444 Main St

        Address 2:

            City: Washington

           State: District of Columbia

       Postal Code: 21212

         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 CDX User ID:

                             * RCO Name:
                              * RCO Title: [Tester
     * RCO E-mail:

* Confirm RCO E-mail:
      * RCO Phone:

         RCO Fax:
                                                                             test^example.com
                                                                             test^example.com
                                                                              888-555-5555
                       * Reason for RCO Update
Test R(
XJ Update Required Text
/,
The RCO Update page is pre-populated with the current RCO information. Update the RCO
information as needed.
  Note: In order to grant RCO e-signature abilities to the RCO, you must enter the CDX User ID for the
  designated RCO.
Once you have provided data for all required fields click the "Continue" button. Figure 2-5 will
display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                              January 29, 2015
                                           5

-------
 CD&
                           Figure 2-5 Further Action Required Window
                       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 6405 A
                       1200 Pennsylvania Ave NW
                       Washington, DC 20460

                       It is recommended that all registration materials including ESAs are sent in the same
                       package.
Click the "OK" button on the "Further Action Required" window. Figure 2-6 will display.
                                     Figure 2-6 Submit Request
  OTAQ Registration                                                                          OContaaUs
                      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 finalize your RCO update request. 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 2-8.
Figure 2-7 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
January 29,
        6

-------
                           Figure 2-7 Further Action Required Page
     OTAQ Registration
                                                                                       LZ] Contact Us
                      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 64054, 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.
  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.
2.2     Pending RCO Update Request
As shown in Figure 2-8, your request will be displayed in your Pending Requests queue on your
OTAQ Registration Home Page along with its current status.
  Note: The designated RCO will not receive RCO e-signature abilities until approved by the Fuels Program.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
January 29, 2015
            7

-------
 CD&
                                        Figure 2-8 Pending RCO Update
   OTAQ Registration
        Registration Home

        e Request History
       :iate to Company
                                                                                                               Q Contact Us
                          OTAQ Registration Home
                         — RCO Activation Queue -
                         — Pending Requests-
                         — Company Information -
The following requests require action from you Click the name of the request to view it.
One item found
   ID    *  Request For    *  Created On
                                                                         *  Requested By  *  Status
                           aa CR-4764  Hagrid's Hut [3362]   06.07 201 3 1 0:37 AM   Ryan L Kurtzman    Awaiting RCO Electronic Signature

                           To search and view notifications of your recently processed requests, go to the Change Request History.

                           Legend: -O New Company  '^J Company Update  (*s Company Association  A RCO Update
Pages 1
    *
                              ID
                                    ^ Request For
                                                         ^  Created On
                                                                            T  Requested By  ^  Status
                              CR-4888 Hagrid's Hut [3363]
                                                            06, 18'201 3 12 00 PM  Ryan L Kurtzmama  Awaiting RCO Wet Ink Signature
                           <*ป CR-4395 OINvander's Wands [3352]  05 14 '201 3 05:46 PM  Ryan L Kurtzmama  Awaiting RCO Wet Ink Signature

                           Legend: -43 New Company  LJ' Company Update  ^ Company Association  ซ• RCO Update
                           3 items found, displaying all items.
                            Company ID T  Company Name  T Roles
                            3362          Hagrid's Hut          * EMTS Submitter
                                                           * Cellulosic Biofuel Waiver Credits (Pay.gov)
                                                             Submitter
                                                           • RCO
                                                           * Company Editor
                                                           • Company Viewer
                            3358          The Three Broomsticks  ป DC Fuels Submitter, Title 40 CFR Part 79
                                                             Subparts A, B, C, D, and F
                                                           • Company Editor
                            3363          The Quidditch Pitch     • EMTS Viewer
                                                           • Company Editor
                                                                                      Pages: 1
                                                                         Actions
                                                                         Manage User Associations
                         — 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.govj otaq, fuels, reporting: programsregistration.htm.

                           *  EPA Fuels Programs Company and Facility List

                           *  EPA Fuels Programs Company List

                           •  Independent Lab List
To view a pending RCO Update Request, click the Company Name link in the Pending Requests
Queue for a request with the RCO Update icon & . Figure 2-9 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                                                     January 29,
                                                                                               8

-------
 CD&
                              Figure 2-9 Pending RCO Update Request
   OTAQ Registration
   OTAQ Registrar
   Associate to Company
   Update Existing Company
   Associations
                       RCO  Update Request
                                                                                                 E3 Contact Us
                                                                                       ) View printer-friendly version
                      — Request Information
  Request ID : CR-4892
 Request Type : RCO Update
Request Status : Awaiting RCO Wet Ink Signature
                        List of Changes
                        • RCO Title changed from "Doe" to "President"
                        • RCO Name changed from "John" to "John Doe"
 Created On : 06; 1 8/201 3 1 2:1 6 PM
 Modified On : 06. 1 8:2013 1 2:16 PM
Requested By : John Doe
  Username : OTAQREGTESTUSER1 23
                        Company Name and Location	
                              Company ID: 3386
                            Company Name: John Doe's Company 123
                                           Address I: 123 Test Way
                                           Address 2:
                                               City: Anywhere
                                              State: District of Columbia
                                          Postal Code: 20000
                                            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 CDX User ID: OTAQRegTestUserl 23
                               RCO Name: John Doe
                                RCO Title: President
                               RCO E-maii: ryan.kurtzman.s:cgifederal.com
                               RCO Phone: 3333333333
                                 RCO Fax:
                        Reason for RCO Update:
                        test
                      I Return (r Cancel Request f
The RCO Update Request page displays the pending RCO information as well as a list of
changes made by the request. To return to the OTAQReg Home Page, click the "Return" button.
To cancel the RCO Update Request, click the "Cancel Request" button. A notification window
will appear, prompting you to select the "Yes" button to continue with the request cancellation or
the "No" button to return to the previous page. The request will be canceled immediately and
will no longer display in the Pending Requests queue.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                 January 29, 2015
                                                                               9

-------
3      The RCO Activation Queue
As an acknowledged RCO for a company within the OTAQReg application, you will have the
ability to electronically sign user requests for your company within the system as well as manage
your company's users.
When an OTAQReg user submits a request to associate to your company or update your
company's details it will appear in your RCO Activation Queue as shown in Figure 3-1. The
following sections describe how to approve, reject, or edit these requests.
                         Figure 3-1 RCO OTAQ Registration Home Page
   OTAQ Registration
   OTAQ Registration Home

   Change Request History
   Associate to Company
   Update Existing Company
   Edit User Profile
                                                                                             CU Contact Us
                      OTAQ  Registration  Home
                      - RCO Activation Queue
The following requests require action from you. Click the name of the request to view it.
One item found.
   IP   ป Request For
                                                   w  Created On
                                                                    Requested By $ Status
Pages: 1
    *
                         CR-4S91 John Doe's Company 123 [3386] 06, 18:2013 12:15 PM Ryan L Kurtzman  Awaiting RCO Electronic Signature
To search and view notifications of your recently processed requests, go to the Change Request History.


Legend: -O New Company LซJ Company Update ** Company Association  d RCO1 Update
                      - Pending Requests	

                          ID   * Request For           * Created On     * Requested By *  Status              *

                       & CR-4892 John Doe's Company 123 [3386] 06/18/2013 12:16 PM John Doe       Awaiting RCO Wet Ink Signature

                       Legend: -o New Company L>J Company Update *** Com can y Association A RCO Update
                      - Company Information	

                       One item found.
                       Company ID * Company Name   * Roles

                       3386        John Doe's Company    *  EMTS Submitter
                                                                        Pages 1

                                                   *  EMTS Viewer
                                                   •  RCO
                                                   •  Company Editor
                                                              Actions

                                                              Manage User
                                                              Associations
                      — 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
3.1     Company Association Requests
To act on a Company Association request, click the company name link for a request in the RCO
Activation Queue with the company association icon Ll*. Figure 3-2 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                                        January 29,

                                                                               10

-------
 CD&
                           Figure 3-2 Company Association Request
  OTAQ Registration
                     Company Association Request
                                                                                           CD Contact Us
                                                                                 J View printer-friendly version
                     — Request Information -
                             Request ID : CR-4891
                           Request Type : Company Association
                          Request Status : Awaiting RCO Electronic Signature
 Created On: 06:1 8,201 3 1 2:1 5 PM
 Modified On : 06:1 8,201 3 1 2:1 5 PM
Requested By : Ryan L. Kurtzman
  Username : RKURTZMANI9
                      Lpst of Changes
                       • Added OTAQREG role "Company Viewer" for user "Ryan L- Kurtzman*
                       * Added PROGRAM role "EMTS Viewer" for user "Ryan L. Kurtzman'
                       ซ Added PROGRAM role "EMTS Submitter" for user "Ryan L. Kurtzman'
                         Remove? Name
                         D     Ryan L Kurtzman
                                                               * Roles
                                                                  • EMTS Submitter
                                                                  • EMTS Viewer
                                                                  • Company Viewer
                     Legend
                                   Updated
                                                     Unchanged
The Company Association Request page displays the request information, a list of changes, and
various actions to perform on the request.
3.1.1	Approve Company Association Request	
To approve a Company Association request, click the "Continue" button, as shown in Figure 3-3.
Figure 3-4 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                       January 29, 2015
                                   11

-------
 CD&
                      Figure 3-3 Approve Company Association Request
   OTAQ Registration
                     Company Association  Request
                                                                                             CD Contact Us
                                                                                   J View printer-friendly version
                     — Request Information -
                             Request ID :  CR-4891

                            Request Type :  Company Association

                           Request Status :  Awaiting RCO Electronic Signature
 Created On: 06:1 8,201 3 1 2:1 5 PM

 Modified On : 06:1 8,201 3 1 2:1 5 PM

Requested By : Ryan L. Kurtzman

  Username : RKURTZMANI9
                       Lpst of Changes
                       • Added OTAQREG role "Company Viewer" for user "Ryan L- Kurtzman*
                       * Added PROGRAM role "EMTS Viewer" for user "Ryan L. Kurtzman'
                       ซ Added PROGRAM role "EMTS Submitter" for user "Ryan L. Kurtzman'
                         Remove? Name

                         D      Ryan L Kurtzman
                                                                 *  Roles
                                                                   • EMTS Submitter
                                                                   • EMTS Viewer
                                                                   • Company Viewer
                     Legend
                                    Updated
                                                      Unchanged
                               Figure 3-4 Sign Electronically Page
  OTAQ Registration
                                                                                            O Contact Us
                     Sign Electronically
                     Click the "Sign Electronically" button to electronically submit the request using the CDX eSignature Widget, or click the "Print, Sign
                     and Mail" button to print a copy of the request and apply ycur wet ink signature then mail to one of the two addresses on the
                     following confirmation page.
Click the "Sign Electronically" button to electronically sign the request. This will apply your
signature to the request and automatically complete the company association. An email will be
sent to you and the user who was modified through the Company Association request, containing
a hardcopy of the request and confirming your request. Please reference Appendix A: Using the
e-signature Widget for instructions on signing electronically. Figure 3-5 will display to confirm
your completed association request.
  Note: The "Sign Electronically" button will only be displayed if the Fuels Program has received your CDX
  Electronic Signature Agreement. Otherwise, a "Submit" button will be displayed.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                            January 29,

                                    12

-------
 CD&
                         Figure 3-5 Signature Confirmation and Print
  OTAQ Registration
                    Signature Confirmation and Print
                    You have successfully signed the request, now you must save copies of your registration forms.

                    Click here to save copies of your registration forms.
If you prefer to hand-sign the Company Association Letter, then click the "Print, Sign and Mail"
button. Figure 3-6 will display. The request will also be listed in the Pending Requests section of
your OTAQ Registration Home Page.
                           Figure 3-6 Further Action Required Page
   OTAQ Registration
   OTAQ Regislf ati
   Associate to Company

   Update Existing Company
   Assoc iatians

   Edit User Profile
                                                                                       CZ1 Contact Us
         Further Action Required

         Click here to save copies of your registration forms.


         Submission method:

         1  Print, sign, and mail Che form to EPA

         Mailing address

         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
                     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.
3.1.2
Reject Company Association Request
To reject a Company Association request, click the "Reject" button, as shown in Figure 3-7.
Figure 3-8 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                         January 29, 2015
                                                                                    13

-------
 CD&
                      Figure 3-7 Reject Company Association Request
  OTAQ Registration
                    Company Association Request
                                                                                       CD Contact Us
                                                                              J View printer-friendly version
                    — Request Information -
                            Request ID : CR-4891
                          Request Type : Company Association
                         Request Status : Awaiting RCO Electronic Signature
                                                   Created On: 06:1 8,201 3 1 2:1 5 PM
                                                   Modified On : 06:1 8,201 3 1 2:1 5 PM
                                                  Requested By : Ryan L. Kurtzman
                                                    Username : RKURTZMANI9
                     Lpst of Changes
                      • Added OTAQREG role "Company Viewer" for user "Ryan L- Kurtzman*
                      * Added PROGRAM role "EMTS Viewer" for user "Ryan L. Kurtzman'
                      ซ Added PROGRAM role "EMTS Submitter" for user "Ryan L. Kurtzman'
                        Remove? Name
                        D     Ryan L Kurtzman
                                                             * Roles
                                                               • EMTS Submitter
                                                               • EMTS Viewer
                                                               • Company Viewer
                    Legend
                                  Updated
                                                   Unchanged
                               Figure 3-8 Enter Reason Screen
         Added PROGRAM role
      Enter Reason
      Enter the reason for push back or rejection below. These comments will be sent back to the user
      via e-mail.
Before finalizing the rejection of a Company Association request, you are required to provide an
explanation for your rejection. Provide these details by typing in the textbox. Then click the
"Submit" button. The requesting user will receive an e-mail notification stating that their
Company Association request has been rejected for the provided reasons.
3.1.3
Edit Company Roles
As an RCO, you are able to edit a user's requested roles before activating their pending
Company Association request.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                                            January 29,
                                                                                   14

-------
 CD&
Click the roles link on the Company Association request, as shown in Figure 3-9. Figure 3-10
will display.
                                           Figure 3-9 Edit User Roles
   OTAQ Registration
                         Company Association Request
                         — Request Information
                                                                                                             CH Contact Us
                                                                                                  h View printer-friendly version
                                   Request ID : CR-12080
                                 Request Type : Company Association
                                Request Status : Awaiting RCO Electronic Signature
                               Company Name : Test Co 1  [3414]

                           List of Changes
                            •  Added OTAQREC role "Company Editor" for user "John Smith"
                            •  Added PROGRAM role "DC Fuels Submitter, Title 40 CFR Part 80 Subpart 0" for user "John Smith"
                                                     Created On: 09:1 8 2014 04:52 PM
                                                     Modified On : 09/1 8 2014 04:52 PM
                                                    Requested By : John Smith
                                                      Username : TESTUSER376
    Remove?  Name
<>6  D       John Smith
                         Legend: ^fi Added  ^ Updated  ฎ& Removed
                          Remove Selected
                                                                            *  Roles
                                                                                 Company Editor
                                                                                 DC Fuels Submitter, Title 40 CFR Part 80
                                                                                 Subpart O
                                                               Unchanged
                                            Figure 3-10  Select Roles
                  Select Roles for Test Co 1 [3414]

                    OTAQ Registration:  * Company Editor   Company Viewer   Limited Company Viewer
                   OTAQ Program Roles:   Ceilulasic Biofuel Waiver Credits (Pay.gov) Submitter
                      (Select all OTAC {This role should only be selected if the company is registered as a gascfine or diesel refiner, or a
                       Program Roles) non-renewable fuels importer.)

                                  DC Fuels Submitter Rotes: Only select programs your company can submit reports for. If your
                                  company is not regtst
                                  LJ DC Fuels Submitte
                                  LI DC Fuels Submitte
                                  LI DC Fuels Submitte
                                  LI DC Fuels Submitte
                                  '^ DC Fuels Submitte
                                  LI DC Fuels Submitte
                                  LJ DC Fuels Submitte
                        red or registering for a program do not select that program's subpart-
                        RFS Pathway Petitions (40 CFR 80.1 41 6)
                        Third Party Engineering Review
                        Title 40 CFR Pa
                        Title 40 CFR Pa
                        Title 40 CFR Pa
                        Title 40 CFR Pa
                        Title 40 CFR Pa
79 Subparts A, B, C, D, and F
80 Subpart I
80 Subpart O
80 Subparts D, E, F, HJ.and L
80 Subparts K and M
                                  EPA Moderated Transaction System (EMTS) Roles:
                                  G EMTS Fuels AST Submitter
                                   - EMTS Fuels ABT Viewer

                                  LJ EMTS RFS Submitter
                                    EMTS RFS Viewer

                            Other : '— Agent (An agent is defined as any individual who is not a direct employee of the company.)
                                    Independent Third Party Engineer
The Select Roles page displays the roles the user requested for the company. Edit the OTAQ
Registration and Program roles by selecting the corresponding radio button and checkboxes. You
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                                January 29, 2015
                                                                                              15

-------
 CD&
may select only one Registration role, however multiple OTAQ Program roles are allowed. Click
the "Select" button once you have made your selections. Figure 3-11 will display.
                  Figure 3-11 Updated Company Association Request Page
  OTAQ Registration
                     — Request Information
                     Company Association Request
                                                                                b View printer-friendly version
                            Request ID : CR-12080

                           Request Type : Company Association

                          Request Status : Awaiting RCO Electronic Signature

                         Company Name : Test Co 1  [3414]
 Created On : 09. 1 8 201 4 04:52 PM

 Modified On : 09/1 8/201 4 04:52 PM

Requested By : John Smith

  Username : TESTUSER376
                      List of Changes
                       • Added OTAQREC role "Company Editor" for user "John Smith"
                       * Added PROGRAM role "DC Fuels Submitter, Title 40 CFR Pan 80 Subpart G" for user "John Smith"
                        Remove? Name

                               John Smith
                                                                 Roles
                                                                   Company Editor
                                                                   DC Fuels Submitter, Title 40 CFR Part 80
                                                                   Subpart O
                                                                   EMTSRFS Submitter
                                                                   EMTS RFS Viewer
                     Legend: *5 Added *ฃ•'" Updated ^ Removed
                                                    Unchanged
The updated user roles are displayed on the Company Association Request page. If the updated
information is correct, click the "Continue" button. Figure 3-12 will display.
                              Figure 3-12 Sign Electronically Page
  OTAQ Registration
                                                                                          Q Contact Us
                    Sign Electronically
                    Click the "Sign Electronically" button to electronically submit the request using the CDX eSignature Widget, or click the "Print, Sign
                    and Mail" button to print a copy of the request and apply your wet ink signature then mail to one of the two addresses on the
                    following confirmation page.
                     Sign Electronically  Print, Sign and Mail
Click the "Sign Electronically" button to electronically sign the request. This will apply your
signature to the request and automatically complete the company association. An email will be
sent to you and the user who was modified through the Company Association request, containing
a hardcopy of the request and confirming your request. Please reference Appendix A: Using the
e-signature Widget for instructions on signing electronically. Figure 3-13 will display to confirm
the completed Company Association request.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                            January 29,

                                   16

-------
 CD&
  Note: The "Sign Electronically" button will only be displayed if the Fuels Program has received your CDX
  Electronic Signature Agreement. Otherwise a "Submit" button will be displayed.
                         Figure 3-13 Signature Confirmation and Print
  OTAQ Registration
                                                                                           OContactUs
                     Signature Confirmation and Print
                     You have successfully signed the request, now you must save copies of your registration forms-

                     Click here to save copies of your registration forms.
If you prefer to hand-sign the RCO Delegation Letter, then click the "Print, Sign and Mail"
button. Figure 3-14 will display. The request will also be listed in the Pending Requests section
of your OTAQ Registration Home Page.
                           Figure 3-14 Further Action Required Page
      OTAQ Registration
      OTAQ Registratia
      Change Request History
      Update Existing Company
      Associations
                                                                                        13Contact Us
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
V 200 Pennsylvania Aye NW
Washington, DC 20004
                       US Mail:
                       U.S. Environmental Protection Agency
                       Mail Code 6405A
                       1200 Pennsylvania Ave NW
                       Washington, DC 20460

                       Please contact support^'eparms-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.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                 January 29, 2015
                                                                             17

-------
 CD&
If you select the request from the Pending Requests queue, your changes will be displayed in the
List of Changes section and appended with the following text: "updated by RCO", as shown in
Figure 3-15.
                           Figure 3-15 Company Association Request
   OTAQ Registration
                     Company Association Request
                     - Request Information -
                                                                                            LUContact Us
                                                                                  ^ View printer-friendly version
                             Request ID CR-12080
                            Request Type : Company Association
                           Request Status : Awaiting RCO Wet Ink Signature
                          Company Name : Test Co 1 [3414]
 Created On : 09/18 201404:52 PM
 Modified On : 01 ,06 201 5 02:07 PM
Requested By : John Smith
  Username : TESTUSER376
                       List of Changes
                       • Added PROGRAM role "DC Fuels Submitter, Title 40 CFR Part 80 Subpart O" for user "John Smith"
                       • Added OTAQREG role "Company Editor" for user "John Smith"
                       • Added PROGRAM role "EMTS RFS Submitter" for user ",ohn Smith"[updated by P.COJ
                       • Added PROGRAM role "EMTS RFS Viewer" for user "John Smithl updated by RCpf
                         ID   * Name
                         3414   John Smith
                                        *  Roles
                                             EMTS RFS Submitter
                                             DC Fuels Submitter, Title 40 CFR Part 80 Subpart O
                                             EMTS RFS Viewer
                                             Company Editor
                     Legend' *^> Added  ^ Updated ^w Removed   Unchanged
3.2    Company Update Request
To act on a Company Update request, click the company name link for a request in your RCO
Activation queue with the Company Update icon  — . Figure 3-16 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                            January 29,
                                    18

-------
 CD&
                                        Figure 3-16 Company Update Request
       OTAQ Registration
       OTAQ Registrar
                                                                                                                         G]Contact Us
                               Company  Request
                                You are currently in VIEW mode.
                                                                                                           0) View printer-friendly version
                               — Request  Information -
       Edit User Profile
        Request ID :  CR-4899
      Request Type :  Company Update
      Request Status :  Awaiting RCO Electronic Signature

List of Changes
 • Address I  changed from "1 23 Test Way" to "1 234 Test Way"
  Created On :  06, 1 8 201 3 01:33 PM
 Modified On :  06. 1 8 201 3 01:33 PM
Requested By :  Ryan L. Kurtzman
   Username .  RKURTZMAN19
                               Company Details   Facility Details
                                Basic Information
                                - Company Name and Location	
                                        Company ID. 3385
                                      Company Name: John Doe's Company 123
                                         Created On 06/18/2013
                                      (MM DD YYYY):
                                          Valid From 06,16:2013
                                      [MM DD YYYY):
                                            Valid To
                                      [MM DD YYYY):
                                                         Address 1.  1234 Test Way
                                                         Address 2:
                                                              City.  Anywhere
                                                             State:  District of Columbia
                                                        Postal Code:  20000
                                                           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: John
                                           RCO Title: Doe
                                         RCO E-mail: ryan.kurtzrnan@cgifederal.com
                                         RCO Phone: 3333333333
                                           RCO Fax:
                                Program Type and Business Activities
                               — Program Type and Business Activities -
                                Renewable Fuel Standard
                                    Renewable Fuels Exporter
                                - Company Foreign Bond	
                                For each Program Type selected above, indicate if:
                                 ซ 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 S0.94(k)
                                 • Gasoline Tier 2 Gasoline Sulfur - Your company has met the bonding requirements of Title 40 CFR Parts 80.410(k), if
                                   aoolicasle
                                 * Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 80.620(k), if applicable
                                Renewable Fuel Standard : Yes
                               There are currently no company contacts.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                                        January 29, 2015
                                                                                                        19

-------
The Company Update request page displays the updated company record information, a list of
changes, and actions to perform on the request. Additionally, you can view the active version of
the company record by clicking the "View Active Version" button.

3.2.1	Approve Company Update Request
To approve a Company Update request, click the "Continue" button at the bottom of the page, as
shown in Figure 3-17. Figure 3-18 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide                           January 29,
2015
                                                                                      20

-------
 CD&
                                           Figure 3-17 Company  Request  Page
         OTAQ Registration
Company  Request
You are currently in VIEW mode.
                                                                                                                          EZJ Contact Us
                                                                                                                              llfffli
                                                                                                              J View printer-friendly ver;
              e Existing Company
                                 — Request  Information
                                           Request ID . CR-4899
                                         Request Type . Company Update
                                        Request Status : Awaiting RCO Electronic Signature

                                  List of Changes
                                   • Address 1 changed from '1 23 Test Way' to '1 234 Test Way-
                                                         Created On :  06-1 8.-201 3 01.33 PM
                                                        Modified On:  OS/1 8/2013 01:33 PM
                                                       Requested By ;  Ryan L. Kurtzman
                                                          User-name   RKURTZMAN19
                                 Company Details   Facility Details
                                  Basic Information
                                 — Company Name and  Location -
                                          Company ID: 3386
                                       Company Name: John Doe's Company 1 2 3.
                                           Created On 06:18/2013
                                        (MM'DD.YYYY).
                                            Valid From 06/18/2013
                                        (MM'DD.YYVYj:
                                              Valid To
                                        (MM DD.YYYY):
                                                          Address 1:  II 234 Test Way
                                                          Address 2:
                                                               City:  Anywhere
                                                              State:  District of Columbia
                                                         Postal Code:  20000
                                                            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: John
                                             RCO Title: Doe
                                           RCO E-mail: ryan.kurtzmanS-cgifederal.corn
                                           RCO Phone: 3333333333
                                             RCO Fax:
                                  Program  Type and  Business Activities
                                 - Program Type and Business Activities -
                                 r- Company Foreign Bond-
                                  Renewable Fuel Standard
                                      Renewable Fuels Exporter
                                  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 80.1 465, 8G_1 466, or 80.1 467
                                   • 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 80.41 0(k), if
                                     applicable
                                   * Diesel - Your company has met the bonding requirements of Title 40 CFR Parts 8Q.620(k), if applicable
                                  Renewable Fuel Standard . Yes
                                  Company Contacts
                                 There are currently no company contacts.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                                          January 29, 2015
                                                                                                          21

-------
                             Figure 3-18 Sign Electronically Page
  OTAQ Registration
                    Sign Electronically
                    Click the "Sign Electronically" button to electronically submit the request using the CDX eSignature Widget, or click the "Print, Sign
                    and Mail" button to print a copy of the request and apply your wet ink signature then mail to one of the two addresses on the
                    following confirmation page.
                     Sign Electronically Print. Sign and Mail
Click the "Sign Electronically" button to electronically sign the request. This will automatically
apply your signature to the request and send it to EPA for review. An email will be sent to you
and the user who initiated the Company Update request, containing a hardcopy of the request and
confirming your request. The request will also be listed in the Pending Requests section of your
OTAQ Registration Home Page. Please reference Appendix A: Using the e-signature Widget for
instructions on signing electronically. Figure 3-19 displays the page that confirms your electronic
signature.
  Note: The "Sign Electronically" button will only be displayed if the Fuels Program has received your CDX
  Electronic Signature Agreement. Otherwise, a "Submit" button will be displayed.
                         Figure 3-19 Signature Confirmation and Print
     OTAQ Registration
                                                                                      OContactUs
                      Signature Confirmation and Print
                      You have successfully signed the request, now you must save copies of your registration forms.

                      Click here to save copies of your registration forms.
If you prefer to hand-sign the Company Update Request Letter, then click the "Print, Sign and
Mail" button. Figure 3-20 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
January 29,

       22

-------
 CD&
                          Figure 3-20 Further Action Required Page
     OTAQ Registration
                                                                                    L3 Contact Us
                      Further Action Required

                      Click here to save copies of your registration forms.


                      Submission method:

                      I. 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. The request will also be listed in the Pending Requests section of your OTAQ
Registration Home Page.
3.2.2
Reject Company Update Request
To reject a Company Update request, click the "Reject" button at the bottom of the page, as
shown in Figure 3-17. Figure 3-21 will display.
                               Figure 3-21 Enter Reason Screen
            r- Program Type and Business Activities

             Enter Reason
             inter the reason for push back or rejection below. These comments will be sent back to the user
             via e-mail.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                        January 29, 2015
                                                                                   23

-------
Before finalizing the rejection of a Company Update request, you are required to provide an
explanation for your rejection. Provide these details by typing in the textbox. Then click the
"Submit" button. The requesting user will receive an e-mail notification stating that their
Company Update request has been rejected for the provided reasons.
3.2.3      Edit Company Update Request
To edit a Company Update request click, the "Edit" button displayed at the top of the request
page, as shown in Figure 3-22.
                       Figure 3-22 Edit Company Update Request
      OTAQ Registration
                                                                           LHContact Us
                    Company Request

                    You are currently in VIEW mode.
                                                                   ^ View printer-friendly version
The page will display an updated header stating you are in "EDIT mode", as shown in Figure
3-23. The company's information will now be editable. Update the company information by
typing in the available textboxes and/or selecting new radio buttons and checkboxes. Click the
"Update" button in the header once you have completed your updates.
                                 Figure 3-23 Edit Mode
 Company Request

 You are currently in EDIT mode.
The updated information will now display in the List of Changes section, as shown in Figure
3-24. If the updated information is correct, click the "Continue" button. Figure 3-25 will display.
                          Figure 3-24 Updated List of Changes
D 1 I
Request ID : CR-4899 Created On
Request Type : Company Update Modified On
Request Status : Awaiting ROD Electronic Signature Requested By
Username
List of Changes
• Address " changed from "1 23 Test Way" to "1 234 Test Way"
| • Address ' changed from '1 234 Test Way' to "1 2345 Test Way' |


06/18/2013 01:33 PM
06/18/2013 01:42 PM
Ryan L Kurtz man
RKURTZMAN19
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
January 29,

      24

-------
                             Figure 3-25 Sign Electronically Page
  OTAQ Registration
                    Sign Electronically
                    Click the "Sign Electronically" button to electronically submit the request using the CDX eSignature Widget, or click the "Print, Sign
                    and Mail" button to print a copy of the request and apply your wet ink signature then mail to one of the two addresses on the
                    following confirmation page.
                     Sign Electronically Print. Sign and Mail
Click the "Sign Electronically" button to electronically sign the request. This will automatically
apply your signature to the request and send it to EPA for review. An email will be sent to you
and the user who initiated the Company Update request, containing a hardcopy of the request and
confirming your request. The request will also be listed in the Pending Requests section of your
OTAQ Registration Home Page. Please reference Appendix A: Using the e-signature Widget for
instructions on signing electronically. Figure 3-26 will display to confirm your electronic
signature.
  Note: The "Sign Electronically" button will only be displayed if the Fuels Program has received your CDX
  Electronic Signature Agreement. Otherwise a "Submit" button will display.
                        Figure 3-26 Signature Confirmation and Print
    OTAQ Registration
                                                                                       L3 Contact Us
                     Signature Confirmation and  Print
                     You have successfully signed the request, now you must save copies of your registration forms.

                     Click here to save copies of your registration forms.
If you prefer to hand-sign the Company Update Request Letter, then click the "Print, Sign and
Mail" button. Figure 3-27 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
January 29, 2015
           25

-------
 CD&
                            Figure 3-27 Further Action Required Page
   OTAQ Registration
                                                                                           L3 Contact Us
   OTAQ Regislral
   Change Request History

   Associate to Company
   Update Existing Company
   Associations
   Edit User Profile
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 S405A
                      1200 Pennsylvania Ave NW
                      Washington, DC 20460

                      Please contact supportฃ>e0amts-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 the
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. The request will also be listed in the Pending Requests section of your OTAQ
Registration Home Page.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                                        January 29,

                                                                               26

-------
 CD&
4      Managing User Associations
OTAQReg system RCOs can manage user associations for their company. The following section
provides details on how to remove user associations and edit user roles for your company.
To manage user associations, click the "Manage User Associations" link in the Company
Information section, as shown in Figure 4-1.
                         Figure 4-1  RCO OTAQ Registration Home Page
  OTAQ Registration
  OTAQ Registration Home

  Change Request History
  Associate to Company
  Edit User Profile
                                                                                              O Contact Us
                      OTAQ  Registration  Home
                      r- RCO Activation Queue
                      - Pending Requests	

                       There are currently no pending requests.

                       Legend: '-O New Company U^J Company Update *** Company Association  •& RCO Update
The following requests require action from you. Click the name of the request to view it-
                                                                          Pages: 1
                                                                              *
One item found.
   ID   * Request For          * Created On     *  Requested By *  Status
.^J CR-4899 John Doe's Company 123 [3386] 06,1 8/201 3 01:33 PM Ryan L Kurtzman  Awaiting RCO Electronic Signature

To search and view notifications of your recently processed requests, go to the Change Request History.

Legend: —o New Company  -L-J Company Update    Company Association  •& RCO Update
- Company Information	

One item found.
 Company ID ฑ Company Name
 3386        John Doe's Company
            123
                                                                                                Pages. 1
                                                  Roles
                                                   * EMTS Submitter
                                                   ป EMTS Viewer
                                                   • RCO
                                                   • Company Editor
                                                                                      Actions
                      - 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.

                       ป EPA Fuels Programs Company and Facility List

                       * EPA Fuels Programs Company List

                       * Independent Lab List
4.1     Edit User Roles
The Manage User Associations page displays all users currently associated to your company and
their active roles. To edit a user's roles, click the roles link next to the user you would like to
edit, as shown in Figure 4-2. Figure 4-3 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                     January 29, 2015
                                                                                 27

-------
 CD&
                             Figure 4-2 Manage User Associations Page
                                                                                                    LZ1 Contact Us
                       Manage  User Associations
                           Remove?  Name
                                  Jane Doe
                                                 Roles

                                                  •  Company Editor
                                  John Smith
                       Legend: *& Added ^ Updated  ^Removed * Unchanged
                                                                           DC Fuels Submitter, RFS Pathway Petitions (40
                                                                           CFR 80 1416)
                                                                           Company Editor
                                     Figure 4-3 Select Roles Screen
            Select Roles for John Doe's Company 123 [3386]
               OTAQ Registration: * Company Editor   Company Viewer   Limited Company Viewer
             OTAQ Program Roles: C i Cellulosic Eiofuel Waiver Credits (Pay.gov) Submitter
                 (Select all QTAQ (This role should only be selected if the company is registered as a gasoline or diesel refiner, or a
                 Program Roles) 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-
                             * DC Fuels Submitte
                             '-' DC Fuels Submitte
                             U DC Fuels Submitte
                             U DC Fuels Submitte
                             LJ DC Fuels Submitte
                             1 ' DC Fuels Submitte
                             LI DC Fuels Submitte
                      RFS Pathway Petitions (40 CFR 80.1416)
                      Third Paity Engineering Review
                      Title 40 CFR Part 79 Subparts A, B, C, D, and F
                      Title 40 CFR Part 80 Subpart I
                      Title 40 CFR Part 80 Subpart O
                      Title 40 CFR Part 80 Subparts D, E, F, H, J, and L
                      Title 40 CFR Part 80 Subparts K and M
Other :
                             EPA Moderated Transaction System (EMTS) Roles:
                             • EMTS Fuels ABT Submitter
                             • EMTS Fuels ABT Viewer

                             U EMTS RFS Submitter
                             Cl EMTS RFS Viewer

                              ' Agent (An agent is defined as any individual who is not a direct employee of the company.?
                               Independent Third Party Engineer
The user's existing roles will be pre-selected on the page. Select updated OTAQ Registration and
Program roles by selecting a new radio button and/or checkboxes. You may select only one
OTAQ Registration role however multiple OTAQ Program roles are allowed.
Click the "Select" button once you have made your selections. Figure 4-4 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                                               January 29,
                                                                                       28

-------
 CD&
                      Figure 4-4 Updated Manage User Associations Page
  OTAQ Registration
                                                                                            O Contact Us
                     Manage User Associations
                         Remove?  Name
                               Jane Doe
* Roles
   • RCO
                                                                     Company Editor
                         u
                               John Smith
                                                                   •  Company Editor
                                                                   •  Cellulosic Biofuel Waiver Credits (Pay.gov)
                                                                     Submitter
                                                                   •  DC Fuels Submitter, RFS Pathway Petitions (40
                                                                     CFR 80-1416)
                                                                   •  EMTS RFS Submitter
                                                                   •  EMTS RFS Viewer
                     Legend: "6 Added ? Updated  ^ Removed  *" Unchanged
The updated user roles are displayed on the Manage User Associations Page. If the updates are
correct, click the "Review" button. Figure 4-5 will display.
                      Figure 4-5 Manage User Associations Review Page
    OTAQ Registration
                      Manage User Associations
                                         • Cellulosic Biofuel Waiver Credits (Pay.gov) Submitt
                                         • DC Fuels Submitter, RFS Pathway Petitions (40 CFR 80.1416)
                                         • EMTS RFS Submitter
                                         • EMTS RFS Viewer
                                         • Company Editor
                      Legend "b Added  f Updated *& Removed  *" Unchange
                      	*        '
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                         January 29, 2015
                                     29

-------
 CD&
Review the updates once more and click the "Continue" button. Figure 4-6 will display.
                             Figure 4-6 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 fallowing 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
                              COX 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 Aye NW
                              Washington, DC 20004

                              US Mail:
                              U.S. Environmental Protection Agency
                              Mai! 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 4-7 will display.
                                     Figure 4-7 Sign Electronically
  OTAQ Registration
                      Sign Electronically
                      Click the Sign Electronically  button to electronically submit the request using the CDX eSignature Widget, or click the Print, Sign
                      and Mail" button to print a copy of the request and apply your wet ink signature then mail to one of the two addresses on the
                      Following confirmation page.
Click the "Sign Electronically" button to electronically sign the request. This will apply your
signature to the request and automatically  complete the company association. An email will be
sent to you and the user who was modified through the Company Association request,  containing
a hardcopy of the request and confirming your request. Please reference Appendix A: Using the
e-signature Widget for instructions on signing electronically. Figure 4-8 will display to confirm
the completion of the company association request.
  Note: The "Sign Electronically" button will only be displayed if the Fuels Program has received your CDX
  Electronic Signature Agreement. Otherwise a "Submit" button will be displayed.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
January 29,
        30

-------
 CD&
                      Figure 4-8 Signature Confirmation and Print Page
   OTAQ Registration
                                                                                         Q Contact Us
                     Signature  Confirmation and  Print
                     You have successfully signed the request, now you must save copies of your registration formS-

                     Click here to save copies of your registration forms.
If you prefer to hand-sign your User Association Letter, click the "Print, Sign and Mail" button.
Figure 4-9 will display.
                           Figure 4-9 Further Action Required Page
    OTAQ Registration
                                                                                        C3 Contact Us
                     Further Action Required
                     Click here to save copies of your registration forms
                     Submission method
                      1 -  Print, sign, and mail the form to EPA
                     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
                     T200 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. The request will also be listed in the Pending Requests section of your OTAQ
Registration Home Page.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
January 29, 2015
           31

-------
 CD&
4.2    Remove User Associations
To remove a user's association from your company, select the checkbox next to the user you
wish to remove and click the "Remove Selected" button, as shown in Figure 4-10. Figure 4-11
will display.
                       Figure 4-10 Manage User Associations Page
  OTAQ Registration
                   Manage User Associations
                      Remove? Name
                      0     Melissa Kirby
                      ID     Melissa Kirby
• 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
• Company Editor
• RCO
• Company Editor
                  Legend: ^ Added ^ Updated ^Removed ^ Unchanged
                   Remove Selected I Review
                        Figure 4-11 Remove Company Association
                Remove Company Associations?
                Are you sure you want to remove the selected company associations?
To confirm your removal, click the "Yes" button. Figure 4-12 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                       January 29,
                             32

-------
 CD&
                           Figure 4-12 Manage User Associations Page
  OTAQ Registration
                                                                                               I I Contact Us
                      Manage User Associations
                         Remove? Name
                         D     Melissa Kirby
                                                                    Roles
                      * D     Melissa Kirby


                      Legend: ฎB Added  ^Updated ^Removed  ^ฎ Unchanged
                                             DC Fuels Submitter, Title 40 CFR Part f
                                             Subpart I
                                             DC Fuels Submitter, Title 40 CFR Part 80
                                             Subparts D, E, F, H,J, and L
                                             DC Fuels Submitter, Trtle 40 CFR Part 80
                                             Subparts K and M
                                             Company Editor
                                             RCO
                                             Company Editor
                      Remove Selected I Review
The removed icon  IJ^  will display next to the user. Click the "Review" button. Figure 4-13 will
display.
                                  Figure 4-13 Print and Sign Page
  OTAQ Registration
                      Manage User Associations
                                                                                              ED Contact Us
                                                                                            OMB: 2060-0277
  Change Request History

  Associate to Company
  Update Existing Company
  Edit User Profile
ID  * Name
1016  Melissa Kirby
                                       *  Roles
                 •  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
                 •  Company Editor
                     Legend: *5 Added ^ Updated *& Removed  ^Unchanged
Confirm the removal by clicking the "Continue" button. Figure 4-14 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                  January 29, 2015
                                                                              33

-------
 CD&
                            Figure 4-14 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 aoplication 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
                       ) 200 Pennsylvania Aye 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 4-15 will display.
                                   Figure 4-15 Sign Electronically
  OTAQ Registration
                      Sign Electronically
                      Click the "Sign Electronically" button to electronically submit the request using the CDX eSignature Widget, or click the "Print, Sign
                      and Mail" button to print a copy of the request and apply your wet ink signature then mail to one of the two addresses on the
                      following confirmation page.
Click the "Sign Electronically" button to electronically sign the request. This will apply your
signature to the request and automatically complete the company association. An email will be
sent to you and the user who was modified through the Company Association request,  containing
a hardcopy of the request and confirming your request. Please reference Appendix A: Using the
e-signature Widget for instructions on signing electronically.  Figure 4-16 will display to confirm
the completion of the company association request.
  Note: The "Sign Electronically" button will only be displayed if the Fuels Program has received your CDX
  Electronic Signature Agreement. Otherwise a "Submit" button will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
January 29,
        34

-------
 CD&
                         Figure 4-16 Signature Confirmation and Print
   OTAQ Registration
                                                                                          QContactUs
                     Signature Confirmation  and Print
                     You have successfully signed the request, now you must save copies of your registration forms.

                     Click here to save copies of your registration forms.
If you prefer to hand-sign the Company Update Request Letter, then click the "Print, Sign and
Mail" button. Figure 4-17 will display.
                           Figure 4-17 Further Action Required Page
    OTAQ Registration
    OTAQ Registration Home
    Change Request History
   Associate to Company
    Update Existing Company
    Assoc=—=	
    Edit User Profile
                                                                                         l_J Contact Us
Further Action Required

Click here to save copies of your registration forms.


Submission method:

). 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
I 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. The request will  also be listed in the Pending Requests section of your OTAQ
Registration Home Page.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                                                  January 29, 2015
                                                                             35

-------
 CD&
5      Viewing  RCO Change Request History
OTAQReg system RCOs may view the history of all change requests for the companies that they
are registered as RCOs for. The following section provides details on how to view and search for
change requests.
To access the history of all change requests for companies for which you are the registered RCO,
select the "Change Request History" link on the left sidebar, as shown in Figure 5-1.
                         Figure 5-1 RCO OTAQ Registration Home Page
   OTAQ Registration
                                                                                             O Contact Us
                      OTAQ Registration Home
                     - RCO Activation Queue
                       The following requests require action from you. Click the name of the request to view it-
                                                                                              Pages. 1
                       One item found.
                         ID   ฑ  Request For          ฑ Created On     $ Requested By * Status               ฑ

                       UJ CR-4899 John Doe's Company 123 [3386] 06:18/2013 01:33 PM Ryan L Kurtzman Awaiting RCO Electronic Signature

                       To search and view notifications of your recently processed requests, go to the Change Request History.


                       Legend: Lo New Company  u*J Company Update  ** Company Association  • RCO' Update
                     — Pending Requests	

                       There are currently no pending requests.

                       Legend: -3 New Company  u^J Company Update  ^ Company Association  & RCO Update
                       Company Information
                       One item found.
                       Company ID * Company Name   *  Roles

                       3386        John Doe's Company    • EMTS Submitter
                                                                                              Pages: 1
                                   :;
                                                  * EMTS Viewer
                                                  • RCO
                                                  • Company Editor
* Actions

  Manage User
  Associations
                     — Registration Lists	

                       Please click one of the lists below for an up-to-date version. All lists are exported as an x!s file. These lists are also availaole 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
5.1     Search Change Requests
The Change Request History: Search page displays the search criteria fields in order to search for
change requests associated with companies for which you are the registered RCO, as shown in
Figure 5-2.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
            January 29,

                   36

-------
 CD&
                      Figure 5-2 Change Request History: Search Page
  OTAQ Registration
                                                                                        Contact Us
                    Change Request History: Search
                      Search Criteria -
                              CR-ID:
                         Company Name:
                            First Name:
                            Last Name:
                Status:  All
                Type: [AT
               Created:  All
    H
  13
You may filter your search based on the following fields:
    •  CR-ID: Change Request ID Number
    •  Company Name: Name of the Company
    •  First Name: Requestor's First Name
    •  Last Name: Requestor's Last Name
    •  Status: Change Request Status
    •  Request Type: Change Request Type
    •  Created: Date Created
The Company Name field will display all companies in OTAQReg for which you are the RCO.
To initiate your search, click the "Search" button. Figure 5-3 will display.
                  Figure 5-3 Change Request History:  Search Results Page
  OTAQ Registration
                    Change Request History: Search Results
                    6 items Found, displaying all items-
                       ID    *• Request For
                       CR-4898 | John Doe's Company 123 [3366]
                       CR-4897  John Doe's Company 123 [3386]
                       CR-4893  John Doe's Company 123 [3386]
                    & CR-4892  John Doe's Company 123 [3386]
                    68 CR-4891  John Doe's Company 123 [3386]
                    L_ti CR-4890  John Doe's Company 123 [3386]
Created On
06 18 2013 01:31 PM
06/18/201301:30 PM
06,18(2013 12:32 PM
06,18.2013 12:16 PM
06,18/2013 12:15 PM
06,18 2013 12:14 PM
                                       Pages: 1
                                           *
                   Requested By  * Status
                   Ryan L Kurtzman    Signed by RCO
                   Ryan L. Kurtzman    Canceled by User
                   Ryan L. Kurtzman
                   John Doe
                   Ryan L- Kurtzman
                   John Doe
Activated by EPA
Canceled by User
Canceled by User
Activated by EPA
                    Export optionsl CSV Excel I
                         l-O New Company •-*-) Company Update
' Company Association
                                                                  RCO Update
                                                                            User Profile Update
To refine your search criteria or to conduct a new search, click the "Back" button. You will be
taken back to the Change Request History: Search Page, as seen in Figure 5-2.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
                                 January 29, 2015
                                            37

-------
If you would like to export the search results to save or open on your personal computer, click
the "CSV" or "Excel" links below the Search Results table. This will initiate a dialogue box
which will allow you to download the results of the change request history search.
To view the details of a particular change request, click the Company Name link. Figure 5-4 will
display.
                          Figure 5-4 Change Request Details Page
   OTAQ Registration
                                                                                      EH Contact Us
                    Company Association  Request
                    - Request Information	
                           Request ID : CR-4898

                          Request Type : Company Association

                         Request Status : Signed by RCO
 Created On : 06:18:201301:31 PM

 Modified On : 06:1 8:201 3 01:32 PM

Requested By : Ryan L. Kurtzman

  Username : RKURTZMAN19
                     List of Changes
                      * Added OTAQREG role "Company Editor" for user "Ryan L. Kurtzman"
                      • Removed OTAQREG role "Company Viewer" for user "Ryan L. Kurtzman"
The Change Request Details page displays detailed change request information, as well as the
list of changes requested by you or the user who initiated the change request. To refine your
search criteria or to conduct a new search, click the "Return to Search" button.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                          January 29,

                                 38

-------
6      Appendix A:  Using the e-signature Widget
The following section provides RCOs the steps to successfully sign submissions within the
OTAQReg application.
Upon selecting the "Submit" button for an OTAQReg submission, you will be prompted with the
certification  statement displayed in Figure 6-1.
                              Figure 6-1 Certification Statement
               I certify, under penalty of law, that this document and all attachments were prepared under
               my direction of supervision in accordance with a system designed to assure that qualified
               personnel properly gather and evaluate the information submitted. Based on my inquiry of
               the person or persons who manage the system, orthose persons directly responsible for
               gathering the information, the information submitted is, to the best of my knowledge and
               belief, true, accurate, and complete. I  am aware that the re are significant penalties for
               submitting false information, including the possibility of fines and imprisonment for knowing
               violations.
Upon reading the full agreement, click the "Accept" button. Figure 6-2 will display.
                                  Figure 6-2 Authentication
  eSignature Widget


     1. Login into CDX
     User:
     OTAQREGTESTER1
     Password:
                                                                                           close
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 6-3 will display.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
January 29, 2015
           39

-------
                             Figure 6-3 Answer Secret Question
  eSicjnature Widget

     1. Login into CDX
     User:
     OTAQREGTESTER1
     Password:
                                                                                           close
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.
Enter the answer you provided during your e-signature PIN verification and click the "Answer"
button. Figure 6-4 will display.
                                      Figure 6-4 Sign File
  eSicjnature Widget

     1. Login into CDX
     User:
     OTAQREGTESTER1
     Password:
                                                                                           close
     Welcome Jenny Paine
2. Answer Secret Question
Question:
What was your first pet's name?
Answer:
Test

Correct Answer
Click the "Sign" button. You have successfully electronically signed your OTAQReg
submission.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide
2015
                                                    January 29,
                                                          40

-------
7      Appendix B: 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/fuels.htm.
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.

If you need assistance logging into CDX, please  contact the CDX Help Desk at:

 • 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.
Office of Transportation and Air Quality Fuels Program Registration RCO Guide                       January 29, 2015
                                                                                     41

-------