Office of Transportation and Air
Quality Fuels Registration
(OTAQREG)
How to Manage Attest Engagement Submissions in
OTAQREG
This job aid is designed to provide a high-level overview of this task so that you can start using the redesigned OTAQREG
system as quickly as possible.
Job Aid
Before you begin:
1. You must have a Central Data Exchange (CDX) account
2, You must be logged into the CDX OTAQREG program service
You must have a Part 80 Report Submitter role with the selected company
£ £2
For help with these steps, see the documentation on EPA's Fuels Registration, Reporting, and
Compliance Help website: https://www.epa.aov/fuels-reqistration-reportina-arid-compliance-help
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
EPA-420-B-18-041
September 2018
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Access Submission Form
v>EPA OTAQ Registration Home Create New Company Associate To Existing Company
Welcome to OTAQReg, Farid
Click the Company ID
2 Select Manage Attest/ER Submissions
Select Company Name
Click Continue
Show to t entries
Company ID
I Company Name
4000 ¦
Deep South Oil & Drilling Co,
View Company information
Edit Roles
Manage User Associations
Edit Company information
Edit Program Types and Activities
Manage Facilities
CAP .Associations
Manage Reports
Manage Attest/ER Submissions
Address
3000 West Congress Street
Lafayette, LA 70506, US
OTAQ Forms
OTAQ RjegBtratMMft Home
Filter Companies:
My Roles
• Company Editor
. EMTS Fuels ABT Viewer
. Part SO Report Submitter
• EMTS Fuels ABT Submitter
• EMTS RFS Viewer
. EMTS RFS Submitter
. RCO
Previous
Next
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You are hare: OTAQ Forms Salect Company
Select Company
Select the company for which you are making or viewing submissions. If you do not see your company in the list, you must first
associate to the company in OTAQReg with the correct role.
If you do not have an active CDX ESA on file, you will not be able to create a new submission or view existing submissions until
your ESA has been received by EPA.
Select Company
°heonix Natural Gas Company (1240)
Deep South Oil & Drilling Co. (1221)
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
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Select Action
i
OTAQ Forms
Click links below to jump to that section of
this job aid:
1 Create new attest engagement
2. Edit a draft submission
3. View a completed submission
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
MContact Us
J Home
You are here: OTAQ Form Submissions Home
OTAQ Form Submissions Home
Engineering Reviews
You do not have the Independent Third Party Engineer role for the company you selected. If you wish to submit a form for the
company please update your existing company association roles in OTAQReg.
Attest Engagements
Existing Attest Engagements for the selected company are displayed below. Click the "View" link to view the Copy of Record
for an existing submission, or the "Edit" link to edit an In Progress submission. Click the "Create New Attest Engagement"
button to create a new submission.
Submission ID
Created
Submitter
Status
Actions
AT-2155
07-22-201
7:15:29 AM
In Progress
O
Edit
AT-2154
07-26-201?
3:02:26 PM
JOSH.GORDAN
Submitted
O
View
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Submit New Attest
Engagement
| OTAQ Forms
1. Enter and confirm a secure passphrase*
2. Click Save and Continue
*IMPORTANT: The secure passphrase is
required to both 1) edit the submission later
and 2) view the Copy of Record after
submitting.
Steps continue on next slide...
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
Homo
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Create New Attest Engagement: Create Passphrase
Create Passphrase
Please create a passphrase that is at least S characters in length. To better protect your form, your passphrase should contain
a combination of letters and numbers. Your passphrase may include spaces, but should not contain special characters {for
example, +, and *).
Passphrase:
Confirm Passphrase:
You are responsible for remembering your passphrase and distributing it to only authorized individuals. Please distribute
this passphrase to at least one other authorized official. Your passphrase will be used as an encryption key to protect the
contents of your data.
Note: If you lose or forget your passphrase, you will not be able to access your Copy of Record. For security reasons, the
system administrator will not have access to your passphrase and will not be able to retrieve or reset it.
Save and Continue
9
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Create New Attest Engagement
Submit New Attest
Engagement (cont.)
Select an RFS Regulated Type
OPTIONAL: You may choose to submit
the Attest Engagement for a specific
Facility. If you do not select a faci ty, the
Attest Engagement will apply to all
facilities of the selected company.
Steps continue on next slide...
Pltase complete all required fields to submit your Attest Engagement along with the supplemental information as required In
S0.1 30(a) The attached report should be completed by the CIA or CPA summarizing both the procedures performed and the
findings in accordance with the selected regulated program Pre-populated information is based on the approved OTAQ
registration information for your selected company. Click the "Save* button to lava your answers and complete tha report at a
later time.
All information submitted as part of this Attest Engagement may be claimed as Confidential Business Information
Company Information
The information below is populated from the selected company's OTAQReg information.
Company Id;
Company Name:
Programs Covered
1400
Deep South Drilling & Oil Co.
Only Attest Engagements for the Renewable Fuel Standard (§80.1464) program may be submitted using this form at this
time, therefore the program has bean selected for you. Select one or more of the applicable RFS regulated types below,
RFS (§80.1454) "
Obligated Party
Kantwitil* Fuel Importer
Renewable Fuel Producer
Kanvwiibli fuel Producer
KIN Generating Importer
RIN-Generating Importer
KIN Owner* (other than an Obligated Party or Renewable
Fuel Producer or Importer)
Third parly Auditor
f bird party Auditor
Third-parly Auditor
<
0
B
B
B
Q
Q
0
1 J
~
u
Facility Information
Select i ficil'ty from the l»st below
Facility
O—
* S«t«1
J
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
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Submit New Attest
Engagement (cont.)
Enter the name and contact information
of the auditorwho created the report
6 Click Save and Continue
Steps continue on next slide...
AudUtir tutor null ki n
Entkr th« nama and contact Information foi tha Auditor, n dafinad in §£0 125
Auditor Flnl *
Auditor Ull N«nn "
Audltttl Adilrttt 1 *
Auditor Addrtn 2
Auditor City *
Auditor Slat* "
Auditor Country *
Auditor /Ip *
Auditor Plhon#: *
Auditor I mail *
S«l«Ct $t*lt
Salaet Country
Siv«
Siva and1 Cont nu»
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
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Submit New Attest
Engagement (cont.)
Select the reporting period covered
Enterthe date the audit report was
completed
Answer the questions related to
Exemptions and Remedial Actions
10. Click Save and Continue
Steps continue on next slide..,
MyCDX
OTAQ Registration Hone
OTMt Forms Hone
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
h ' Contact Us
Create New Attest Engagement: Reporting Period and
Exceptions
- Reporting Period and Audit Date
Indicate the reporting period covered and the date on which the audit report being submitted was completed.
Reporting Period Covered
Date of Audit Report w
—Exceptions and Remedial Actions
1. Has the reporting entity taken any remedial or other corrective actions resulting from this report? If Yes, describe the
actions.
O Yes O No
2. Villi the reporting entity take future remedial or other corrective actions resulting from this report? If Yes. describe the
actions.
Yes No
3. Were there any exceptions noted by the audit company? If Yes, list the Attest regulatory sections under the exception.
^Mfes^C^No
Sack
—
Save and Continue
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Submit New Attest _
Engagement (cont.) I OTAQ Forms
Choose file and click Upload
12 OPTIONAL: Enter Comments
13 Acknowledge the Attest Statement
14 Click Save and Continue
Steps continue on next slide...
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
¦L
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
Create New Attest Engagement: Upload Report
— Upload Documents
Please upload a copy of the report and any supplemental information.
Chocse File N'o f :e chosen
Upload
Document Name
Uploaded
Size (kb>
Nothing found to display.
—Comments
If you have any additional comments, please enter them an the box below.
12
1
IPk Attest Statement-
" Pursuant to 40 CFR SOI 30(a)(2) and the attest engagement requirements of RFS (§30.1 464). I am submitting the copy
required by the regulations of the auditor's agreed upon procedures report.
Back
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Submit New Attest
Engagement (cont.)
Review the submission and then click
Sign, Encrypt, and Submit
Steps continue on next slide...
MyCDX
Inbox
OTAQ Registration Hoi
OTAQ Forms Home
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
O Contact Us
| Homa I
Create New Attest Engagement: Review
Please review the information contained on this page prior to submitting the forrri,
- Submission Information
This is your plan submission information
Submission Type: Attest Engagement
Attest Engagement Id: AT-21 54
Submitter Information
The information below is from your CDX Registration and will be passed on to EPA with your submission. If this information is
incorrect, please update your CDX Registration information prior to starting your submission. These details can only be
updated within the MyCDX link on the left-hand side of this screen or by the CDX Help Desk. Please visit the FAQ section for
more information on making these updates.
First Name: Daniel
Last Name:
Smith
CDX Userld:
DANIEL.SMITH
Organization Name:
Email Address:
Phone Number:
Extension:
DEEP SOUTH DRILLING
daniel.smith^dsdri II ing.com
337-5 55-9S23
Company Name and Location
Company IO.
Dotumenu
Document Nam* *
Sample Attest Engagement Attachment doc*
Uploaded $ Site (kb>
07-26-2016 9 10 36 PM 12 16
Comments
Attest Statement
• Pursuant to 40 CFR 80.1 30(a)(2) and the atteit engagement requirements of RFS (§80 1464), I am submitting the copy
required by the regulations of the auditor's agreed upon procedures report
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Q.
Submit New Attest
Engagement (cont.)
16 Use the eSignature Widget to sign
submission
17 The submission will appearon the OTAQ
Form Submissions Home page with the
status of Submitted
eSignature Widget
1. Authentication
Log into CDX
User:
JOHN.DOE
Password:
«•••••••
Show Password
Welcome John Doe
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
2. Verification
Question:
What is the first and middle name of
your oldest sibling?
Answer:
3. Sign File
Show Answer
Correct Answer
You are here OTAQ Form Submissions Home
OTAQ Form Submissions Home
Successl You have successfully submitted your Attest Engagement.
Attest Engagements
Existing Attest Engagements for the selected company are displayed below. Click the "View" link to view the Copy of Record
for an existing submission, or the "Edit" link to edit an In Progress submission. Click the "Create New Attest Engagement"
button to create a new submission.
Submission ID
AT-2155
Created
07-22-2018 7 15 29 AM
Submitter
Status
In Progress
Actions
Edit
AT-2154
07-26-2018 3 02 26 PM
JOSH.GORDAN
Submitted
View
Create New Attest Engagement
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Edit a Saved Attest
Engagement
1. Click Edit
2. Enter the secure passphrase
Click Continue
The Create New Attest Engagement page
will display, retaining all previously saved
information.
OTAQ Forms
E3 Contact Us
You are here: OTAQ Form Submissions Home
OTAQ Form Submissions Flome
Engineering Reviews
You do not have the Independent Third Party Engineer role for the company you selected. If you wish to submit a form for the
company please update your existing company association roles in OTAQReg.
Attest Engagements
Existing Attest Engagements for the selected company are displayed below. Click the "View" link to view the Copy of Record
for an existing submission, or the "Edit" link to edit an In Progress submission. Click the "Create New Attest Engagement"
button to create a new submission.
Submission ID
Created
Submitter
Status
,^7^-Actions
jl 1.
AT-2155
07-22-201J
I 7:15:29 AM
In Progress
Y
AT-2154
07-26-2011
} 3:02:26 PM
JOSH.GORDAN
Submitted
View
Create New Attest Engagement
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
OTAQ Forms E3Contact Us
Attest Engagements
Enter Passphrase
Please enter your Attest Engagement passphrase.
Passphrase:
%
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
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View a "Copy of Record"
1. Click View
2. Enter the secure passphrase
Click Continue
OTAQ Forms
E3 Contact Us
You are here: OTAQ Form Submissions Home
OTAQ Form Submissions Home
Engineering Reviews
You do not have the Independent Third Party Engineer role for the company you selected. If you wish to submit a form for the
company please update your existing company association roles in OTAQReg.
Attest Engagements
Existing Attest Engagements for the selected company are displayed below. Click the "View" link to view the Copy of Record
for an existing submission, or the "Edit" link to edit an In Progress submission. Click the "Create New Attest Engagement"
button to create a new submission.
Submission ID
Created
Submitter
Status
Actions
AT-2155
07-22-2018
i 7:15:29 AM
In Progress
AT-2154
07-26-2018
1 3:02:26 PM
JOSH.CORDAN
Submitted
~| View
Create New Attest Engagement
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
OTAQ Forms
E3 Contact Us
Attest Engagements
Enter Passphrase
Please enter your Attest Engagement passphrase.
Passphrase:
-------
View a "Copy of Record"
(cont.)
Click a link to view or download
Click the document name to open
attached documents
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
How to Manage Attest Engagement Submissions in OTAQREG | September 2018
Home
[v7!Contact Us
Attest Engagement Submission
Submission Info
This is your Engineering Review submission information.
Submission Type: Attest Engagement
Attest Engagement Id: AT-21 54
CROMERR Activity Id: A » _aeb25168-c5ef-412b-a4d3-9ac801af3e47
CROMERR Copy of Record: 1 View I Download HTML | Download XML
Status: Submitted
Submission Time: Jul 26, 201 8 9:30 PM
Submitter Information
The information below is from your CDX Registration and has been passed on to EPA with your submission.
First Name: Josh
Last Name: Gordan
CDX Userld: JOSH.CORDAN
Organization Name: DEEP SOUTH DRILLING
Email Address: josh.gordan@dsdrilling.com
Phone Number: 337-555-2346
Extension:
Documents
[^Document Name
Uploaded $
Size (kb)
0 Sample Attest Engagement Attachment.docx
07-26-2018 3:10:36 PM
12.16
¦Comments
Attest Statement
* Pursuant to 40 CFR 80.1 30(a)(2) and the attest engagement requirements of RFS (§80.1464), I am submitting the copy
required by the regulations of the auditor's agreed upon procedures report.
Back
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