Office of Transportation and Air
Quality Fuels Registration
(OTAQREG)
How to Manage Engineering Review Submissions in
OTAQREG
This job aid is designed to help registered Independent Third Party Engineers submit Engineering Review Reports under
the Renewable Fuel Standard (RFS).
Job Aid
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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 two user roles with the selected company:
• Independent Third Party Engineer-Only Professional Engineers (PEs) can use this
functionality in OTAQREG
• Part 8o Report Submitter
For help with these steps, see the documentation on EPA's Fuels Registration, Reporting, and
Compliance Help website: https://www.epa.gov/fuels-reqistratiori-reportina-arid-compliance-help
How to Manage Engineering Review Submissions in OTAQREG | September 2018
EPA-420-B-18-042
September 2018
-------
oEPA OTAQ Registration Home Create New Company Associate To Existing Company
Welcome to OTAQReg, Farid
My Companies
Access Submission Form
Click the Company ID
2. Select Manage Attest/ER Submissions
Select Company Name
Click Continue
Show to t entries
Company ID U Company Name
4000 -» | iDeep South Oil & Drilling Co,
View Company Information
Edit Roles
Manage User Associations
Edit Company Information
Edit Program Types and Activities
Manage Facilities
QAP .Associations
Manage Reports
Address
3000 West Congress Street
Lafayette, LA 70506, US
JRCG IJ Drtotp Rpf» tPQt
Manage Attest/ER Submissions
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
Contact Us
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 Engineering Review Submissions in OTAQREG | September 2018
-------
Select Action
Click links below to jump to that section of
this job aid:
1 Create new engineering review
2 Edit a saved submission
OTAQ Forms
MyCDX
3 View or revise a submission
OTAQ Registration Home
OTAQ Forms Home
How to Manage Engineering Review Submissions in OTAQREG | September 2018
EZI Contact Us
Home
You are here: OTAQ Form Submissions Home
OTAQ Form Submissions Home
Engineering Reviews
Existing submissions 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 Engineering Review" button to
create a new submission.
Submission ID
Created
Submitter
Status Actions
ENG-21 75
07-27-2018 3:57:48 PM
In Progress Edit
ENG-21 74
07-27-2018 2:20:00 PM
DANIEL.SMITH
Awaiting EPA approval 'View)
Create New Engineering Review
-------
OTAQ Forms
E3 Contact Us
Create Passphrase
1 Click Create New Engineering Review
2. Enter and confirm a secure passphrase*
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...
You are here: OTAQ Form Submissions Home
OTAQ Form Submissions Home
Engineering Reviews
There are no existing Engineering Review submissions. Clickjjie "Create New Engineering Review" button below to begin a
new submission.
Create New Engineering Review
Attest Engagements
There are no existing Attest Engagement submissions. Click the "Create New Attest Engagement" button below to begin a
new submission.
Create New Attest Engagement
OTAQ Forms
Create Engineering Review: Create Passphrase
Create Passphrase
Please create a passphrase that is at least 8 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
MyCDX
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
OTAQ Registration Home
OTAQ Forms Home
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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Enter General Information
Select Company Type
Select Facility
Select Grandfathered Indicator
Click Save and Continue
Steps continue on next slide...
r
OTAQ Forms
O Contact Us
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
ENG-2174
Process Heat Fuels
* General Information
* Supplemental
Information
Separated Waste
Professional Engineer
Engineering Review: General Information
Please complete all required fields to submit your Independent Third Party Engineering Review in accordance with 40 CFR Part 80
Subpart M. Information will be pre-populated based on the approved registration information for your selected company in
OTAQReg, where applicable. If any of the pre-populated information is not correct, please return to OTAQReg and submit a
Company Update to correct the data. Click the "Save" button to save your answers and complete the report at a later time.
All information submitted as part of this Engineering Review may be claimed as Confidential Business Information.
Company Information
Please confirm your company information.
Name:
Company ID:
Company Type:
Pheonix Natural Gas Company
1240
Q-
Renev
Renewable Fuel Producer
—Facility Information
Please select the facility for which you have completed the Engineering Review. If the facility that you reviewed is not listed,
please select "Other" and provide the required facility infoaBrtion.
Facility:
For—'ti
I
COMPLETION RENTAL TOOLS INC
Grandfathered Facility Information
Please indicate if this facility is a grandfathered facility. If you select "Yes", you will be required to enter additional
grandfathered facility information as related to §80.1403 and/or §80.1450. Additional supplemental documentation relating
to the facility's grandfathered status may be uploaded on the following page.
Grandfathered Indicator?
Back
Save
Save and Continue
3
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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Enter Professional
Engineer (PE) Information
1 Enter Qualifications
Click Agree
Indicate if the PE conducted a site visit
Enter date of site visit
Click Save and Continue
OTAQ Forms
[v3 Contact Us
OTAQ Registration Home
OTAQ Forms Home
~ General Information
Grandfathered Facility
Supplemental Documents
~ * Professional Engineer
* Renewable Fuel Pathways
Process Heat Fuels
* Separated Waste
* Supplemental
Information
Engineering Review: Professional Engineer
Please confirm the name and contact information of the Professional Engineer that completed this Engineering Review. You are
also required to indicate the Engineer's status and operational independence of the business (See §80.1450 (b)(2)(ii)).Additional
supplemental documentation relating to the Professional Engineer may also be uploaded on the following page.
- Professional Engineer Information
The Professional Engineer's information has been retrieved from your CDX Profile. If this information is incorrect, please
return to MyCDX and update your registration.
First Name;
Last Name:
Title:
Phone:
Email:
Qualifications and Operational Independence
Please certify operational independence, and describe the qualifications of the Professional Engineer, including applicable
educational and professional work experience in the chemical engineering field or fields related to renewable fuel production.
Qualifications:
Please certify the following statements:
• The Professional Engineer's company is not operated by the Renewable Fuel producer or foreign ethanol producer, or
any subsidiary.
• The Professional Engineer is free from any interest in the Renewable Fuel Producer's business.
• The Renewable Fuel Producer does not have any interest in the Professional Engineer's business.
• The Professional Engineer is not currently debarred, suspended, or proposed for debarment.
Agree:
~
*
- Site Visit
Please confirm that the site visit was made. In your description, be sure to comment on whether personnel interviews were
conducted and documents were reviewed. If a site visit was not conducted, please provide justification and explain why a site
visit was not conducted as part of this Engineering Review.
Did the Professional Engineer conduct a site visit?
Yes <«)
No O
Date of site visit (or date of completion for multi-day site
visits): *
I
Save and Continue
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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Enter Renewable Fuel
Pathway(s)
To add a pathway, select an option from
each dropdown menu and click Add
2, To remove a pathway, click the 0 con
Click Save and Continue
Enter Fuel Pathway Description
Click Save and Continue
OTAQ Forms
Home
Q Contact Us
Engineering Review: Renewable Fuel Pathways
OTAQ Registration Home
OTAQ Forms Home
ENG-2174
y General Information
Grandfathered Facility
Supplemental Documents
¦J Professional Engineer
Professional Engineer
Supplemental Documents
~ ~ Renewable Fuel
Pathways
* Renewable Fuel Pathway
Descriptions
Renewable Fuel Pathways
Supplemental Documents
Process Heat Fuels
* Separated Waste
* Supplemental
Information
The renewable fuel pathways listed below are actively registered for the selected facility in OTAQReg. You may add additional
pathways or remove existing pathways from the table (Note: These changes will be applied only to this Engineering Review, not
OTAQ Registration). Additional information relating to the renewable fuel pathways will be collected on the following page.
Add a Fuel Pathway
Fuel Code:
Feedstock Codes:
Process Code:
Renewable Fuel Code:
t
Add
Renewable Fuel Pathways
Fuel Code
Process Code
Feedstock Code
Renewable
Fuel Type
Butanol (70)
Grandfathered (Other) (888)
Feedstock (Not Listed) — Used at a
Grandfathered Facility (888)
Renewable
Fuel (D6)
V
Non-cellulosic
Ethanol (10)
Grandfathered (Dry Mill, Natural
Gas Fired) (10)
Starch -- Corn (10)
Renewable
Fuel (D6)
0
Back
Save and Continue
Engineering Review: Renewable Fuel Pathway Descriptions
The renewable fuel pathways added on the previous page are listed separately below. You are required to enter specific
information for each individual pathway as specified in §80.1450(b)(1).
Additional documentation relating to the renewable fuel pathways may be uploaded on the following page.
Pathway 1
Fuel Code:
Process Code:
Feedstock Code:
Butanol (70)
Grandfathered (Other) (888)
Feedstock (Not Listed) — Used at a Grandfathered Facility
(888)
Detailed description of feedstock(s) *:
How to Manage Engineering Review Submissions in OTAQREG | September 2018
Save and Continue
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Home
Enter Process Heat Fuels
Enter the Process Heat Fuel
Click Add
Click Add Source Facility
In the pop-up box, enter Facility
Information and click Add Source Facility
Engineering Review: Process Heat Fuels
Please enter all applicable process heat fuels and their source facility(s) (See |80.1450(b)(l)(iv)(A)). You may add multiple fuel
types, and multiple source facilities may be added per Process Heat Fuel.
Additional supplemental documentation relating to the process heat fuel and source facilities may be uploaded on the following
page.
Add a Process Heat Fuel Type
Reset
Process Heat Fuel:
Process Heat Fuel: Biogas
Name
Biogas Source Add Facility
Address
Facility Name: *
Address 1: *
Address 2:
City: *
State: *
Country: *
Zip: *
*
Remove This Fuel Add Source Facility
City
State Country Zip
Select State
Select Country
%
Add Source Facility
Reset
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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Enter Separated Waste (as
applicable)
1 Indicate if Separated Yard Waste,
Separated Food Waste, or Separated
Municipal Solid Waste were used as a
feedstock
Click Save and Continue
Provide additional information about
source facility verification and the waste
plan description (as applicable)
Engineering Review: Separated Waste
Please Indicate whether Separated Waste was used as feedstock as specified in §S0.1450(bM1Mvil) through (vili). If any of the
waste types below were used, you must also indicate that the source facility was verified, and describe the ongoing verification
plan to include how the waste will be collected, separated, and quantified.
dditional supplemental documentation for each of the applicable separated waste plans may be uploaded on the following page.
Separated Yard Waste Information
Please indicate whether Separated Yard Waste per §80.1426(f)(5)(i)(A) was used as a feedstock.
Was Separated Yard Waste used as a feedstock? *
Yes
NO
Separated Food Waste Information
Please indicate whether Separated Food waste per §80.l426(f)<5Mi)(B) was used as a feedstock.
Was Separated Food Waste used as a feedstock' '
Yes ©
No 6
Separated Municipal Solid Waste Information
Please indicate whether Separated Municipal Solid Waste per §80.1426(f)(5)(i)(C) was used as a feedstock.
Was Separated Municipal Solid Waste used as a feedstock? •
Yes
O
©
Back
Save and Continue
_
Separated Yard Waste Information
Please indicate whether Separated Yard Waste per §80.1426(f)(5)(i)(A) was used as a feedstock.
Was Separated Yard Waste used as a feedstock? *
Yes
Have source facilities been verified? *
Yes
No
©
0
Plan Description: *
In your description, briefly describe how the waste will be
collected and how the renewable fuel producer or foreign
ethanol producer will conduct ongoing verification that
such waste consists only of yard waste (and incidental
other components such as paper and plastics) that is kept
separate since generation from other waste materials.
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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Enter Supplemental
Information
Indicate whether any information in the
report is claimed as Confidential
Business Information (CBI)
Indicate whether any of the regulations
§8o.i45o(b)(i)(ii)(A) or §8o.i45o(b)(i)(ix)
through (xv) apply
Indicate witherthe Engineering Review is
part of a Three Year Update
Add Other Findings and Comments
Click Save and Continue
Steps continue on next slide...
OTAQ Forms
^Contact Us
MyCDX
OTAQ Registration
OTAQ
Home
Engineering Review: Supplemental Information
Please enter the following supplemental information.
CBI Indiratinn
Please indicate if EPA should consider any information in this report Confidential Business Information (CBI). (Note: This will
not impact the encryption of your submission, but the potential future release of data).
1 Please indicate if any information in this report is claimed as CBI. *
Yes
O
No
©
§80.1450(b)(l )(ii)(A) and §80.1450(b)(l Xix) through (xv) Indication
Please indicate if any of the regulatory sections §80.1450(b)(l )(ii)(A) or §80.1450(b)(l )(ix) through (xv) apply.
Do any regulations §80.1450(b)(l)(n){A) and §80.1450(b)(l )(ix) through (xv) apply?
Three Year Update
Please indicate if this Engineering Review is part of a three year update per §80.1450(d)(3). If "Yes", please verify the VRIN
calculation per §80.1450(d)(3)(iii).
Is this review part of a three year engineering review update (per 80.1450(d)(3))? *
Yes
Other findings and comments
Any comments including data, methodology, exceptions, or comments that have not previously been addressed should be
entered in the box below. Additional documentation may be uploaded on the following page.
Other Findings and Comments:
Back
Save
Save and Continue
ENG-2174
/ General Information A
Grandfathered Facility
Supplemental Documents
/ Professional Engineer
Professional Engineer
Supplemental Docianents
V Renewable Fuel j
Pathways I
¦J Renewable Fuel Pathway
Descriptions
Renewable Fuel Pathways
Supplemental Documents
4 Process Heal Fuels
Process Heat Fuel
Supplemental Documents
4 Separated Waste '
Separated Waste
Supplemental Documents
~ 4 Supplemental
Information
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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Upload Supplemental
Documents
1 Choose file and click Upload
2 Click Save and Continue
Engineering Review: Supplemental Documents
Please upload any supplemental documentation described below.
Only Microsoft Office, PDF, and images files (.jpeg and .png) are permitted to be uploaded.
Upload
Choose File
No file chosen
— 580.1450(b)(l)(n)(A) and §80.145Q(b){l)(ix) through (xv) Supplemental Documents
Please upload supporting documentation related to sections §80.1 450(b)(l )(ii)(A) and §80.1450
-------
Engineering Review Review
Review and Sign
Review the information
2 Click Sign, Encrypt, and Submit
Steps continue on next slide...
Please review the information contained on this page prior to submitting the form.
Submission Information
This is your plan submission information
Submission Type: Engineering Review
Engineering Review Id: ENG-21 74
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:
Last Name:
CDX Userld:
Organization Name:
Email Address:
Phone Number:
Extension:
Daniel
Smith
DANIEL.SMITH
PHEONIX NATURAL GAS COMPANY
daniel.smith@phoenixgas.com
337-555-9823
Company Name and Location
Company ID:
Name:
Address 1:
Address 2:
City:
State:
Postal Code:
Country:
1240
Pheonix Natural Gas Company
T 23 Easy Street
Lafayette
Louisiana
70506
UNITED STATES
Company Type Information
Company Type:
Renewable Fuel Producer
Back
Sign, Encrypt and Submit
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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3
Review and Sign (cont.)
Use the eSignature Widget to sign
submission
The submission will appear on the OTAQ
Form Submissions Home page with the
status of Awaiting EPA Approval
You are here: OTAQ Form Submissions Home
OTAQ Form Submissions Home
Success! You have successfully submitted your Engineering Review.
Engineering Reviews
Existing submissions 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 Engineering Review" button to
create a new submission.
Submission ID
|
Created
Submitter
Status
Actions
ENG-2174
07-27-2018 2:20:00 PM
DANIEL.SMITH
Awaiting EPA approval
View
Create New Engineering Review
eSignature Widget
1. Authentication
Log into CDX
User:
JOSH.GORDAN
Password:
2. Verification
Question:
What is your favorite movie?
Answer:
3. Sign File
Show Password 1
Welcome Farid Ouedraogo
Show Answer
Correct Answer
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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Edit a Saved Submission
To edit a saved Engineering Review, click
Edit next to a submission with the status
of "In Progress"
2. Enter Passphrase
Click Continue
The "Engineering Review: General
Information" page will display, retaining al
previously saved information.
r
OTAQ Forms
E3 Contact Us
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
You are here: OTAQ Form Submissions Home
OTAQ Form Submissions Home
Engineering Reviews
Existing submissions 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 Engineering Review" button to
create a new submission.
Submission ID
Created
Submitter
Status
fl
Actions
ENG-21 75
07-27-201 8 3:57:48 PM
In Progress
'Edit
ENG-21 74
07-27-2018 2:20:00 PM
DANIEL.SMITH
Awaiting EPA approval
View
Create New Engineering Review
OTAQ Forms
Engineering Review
Enter Passphrase
Please enter your Engineering passphrase.
Passphrase:
If you have forgotten your passphrase please click Deactivate Submission to begin a new submission.
Continue
E3 Contact Us
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
How to Manage Engineering Review Submissions in OTAQREG | September 2018
-------
Viewer Revise a
Completed Submission
Click View
2 Enter the secure passphrase
Click Continue
Steps continue on next slide...
You are here; OTAQ Form Submissions Home
OTAQ Form Submissions Home
Engineering Reviews
Existing submissions 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 Engineering Review" button to
create a new submission.
Submission ID
Created
Submitter
Status
Actions
ENG-21 75
07-27-2018 3:57:48 PM
In Progress
ftEdil
ENG-2174
07-27-2018 2:20:00 PM
DAN1ELSMITH
Rejected by EPA
1 View
Create New Engineering Review
I
OTAQ Forms
Engineering Review
Enter Passphrase
Please enter your Engineering passphrase.
Passphrase:
*
E3Contact Us
If you have forgotten your passphrase please click Deactivate Submission to begin a new submission.
a
Continue
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
How to Manage Engineering Review Submissions in OTAQREG | September 2018
-------
View or Revise a
Completed Submission
(corit.)
To revise a submission, click Revise
Engineering Review*
For the Copy of Record, click View,
Download HTML, or Download XML
To view attached files, click Download
next to the document
* Submissions in the following statuses can
be revised:
Awaiting EPA Approval
• Rejected by EPA
Received by EPA
MyCDX
Inbox
OTAQ Registration Home
OTAQ Forms Home
How to Manage Engineering Review Submissions in OTAQREG | September 2018
E3 Contact us
l-T
Engineering Review Submission
—Submission Info
This is your Engineering Review submission information.
Submission Type:
Engineering Review Id:
CROMERR Activity Id:
CROMERR Copy of Record:
Status:
Rejection Comment:
Submission Time:
Revise Engineering Review
Engineering Review
ENG-2174
_e25c2bfb-e0f3-4322-a98f-ffl b51 66d9f3
View
Download HTML I Download XML
Rejected by EPA
EPA has Drovided vou comments and requested your
Engineering Review be resubmitted.
Jul 27, 2018 3:54 PM
Submitter Information
The information below is from your CDX Registration and has been passed on to EPA with your submission.
First Name: Daniel
Last Name:
CDX Use rid:
Organization Name:
Email Address:
Phone Number:
Extension:
Smith
DANIEL.SMITH
PHE0N1X NATURAL GAS COMPANY
daniel.smithPph0enixga5.com
337-555-9823
Supplemental Documents
Document Name
Category A
Uploaded
Size
mm
1 .
Sample Engineering Review
Grandfathered
07-27-2018 2 33 20
12.16
y Download
Attachment.docx
PM
—j
Sample Engineering Review
Professional Engineer
07-27-2018 2:50:43
12.16
Download
Attachment .docx
PM
Sample Engineering Review
Attach ment.docx
Other Supplemental
07-27-2018 3:13 32
PM
12.16
Download
Sack
-------
Forgotten Passphrase
Access the submission and click
Deactivate Submission
Click OK to confirm that you want to
deactivate your submission
Enter and confirm a new passphrase
Click Deactivate and Continue
The current submission will be deactivated
and the "Engineering Review: General
Information" page will display to allow the ER
to be resubmitted.
Engineering Review
Enter Passphrase
Please enter your Engineering passphrase.
Passphrase:
o
;e citCF C
If you have forgotten your passphrase please cucif Deactivate Submission 13 begin a new submission.
Are you sure you would like to deactivate your submission. The
information contained within this submission will no longer be
accessible-
Cancel
Deactivate Engineering Review: Create a new passphrase
Deactivate and Create New Engineering Review passphrase
Important Note: You are about to deactivate an Engineering Review submission ENG-2175. Once you
click Deactivate and Continue button the old Engineering Review will be deactivated and the contents will
no longer be accessible.
Please create a passphrase that is at least 8 characters in length. To better protect your form, your passphrase should contain
a combination of letters and numbers. Your passphrase mavLinclude spaces, but should not contain special characters (for
example, +, and *).
Passphrase:
: m?.v,in<
¥
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.
Deactivate and Continue
How to Manage Engineering Review Submissions in OTAQREG | September 2018
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