CDX Fuels Programs Registration
User Guide for Responsible
Corporate Officers
Version 3.02
CD&
United Stales
Environ montiil Prelection
Agency
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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
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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
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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
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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
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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
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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
* '
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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