Office of Transportation and Air Quality Fuels Registration (OTAQREG) How to Change Program Types and Business Activities in OTAQREG This job aid is designed to provide a high-level overview of this task so that you can start using the OTAQREG system as quickly as possible. Job Aid v>EPA Before you begin: l. You must have a Central Data Exchange (CDX) account You must be logged into the CDX OTAQREG program service You must have the Company Editor role in OTAQREG on behalf of the company for which you intend to perform this task For help with these steps, see the documentation on EPA's Fuels Registration, Reporting, and Compliance Help website: https://www.epa. gov/fuels-reaistration-reportina-and-compl iance-help How to Change Program Types and Business Activities in OTAQREG | February 2023 EPA-420-B-23-008 February 2023 ------- How to Change Program Types and Business Activities in OTAQREG 1 Click the Company ID 2 Select Edit Program Types and Activities ~ NOTE: Changing program types/business activities at the company level may require updating program types/business activities for one or more facilities Show 10 entries Comparv Company ID r2220 View Company information Edit Roles Manage User Associations EEdit Company Information Edit Program Types and Activities Manage Facilities QAP Associations Manage Reports RCO Update Request i? Company Name Company ABC Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 Filter Companies: Address 1200 ABC St, Fairfax, VA 22030, US My Roles • EMTS RFS Viewer • Company Editor • RCO Previous KB Next ------- Program Type and Business Activities How to Change Program Types and Business Activities in OTAQREG If updating from initial Registration Submissions If you are making changes to program types/business activities after the activation of your New Company under business activity "Initial Registration Submissions" Proceed to step 3 If updating from other program type/business activity Skip step 3 and proceed to step 4 3. Answer NO to question "Are you required to submit Engineering Reviews (ER) via ER Webform and/or documents via DCFuels in order to register your company activities?" Make the appropriate changes to program types/business activities at the company level 5. Answer YES to "Do you produce, import, export or otherwise handle Renewable Fuels or Biointermediate Products as defined under the Renewable Fuel Standard Program?" Click Save & Continue Steps continue on next slide... 1 Are you required to submit Engineering Reviews (ER) via ER Webform and/or documents via DCFuels in order to registeryour company activities? If you have already had your company activated, select No and select the appropriate company type below. Are you an independent third party that will conduct audits of renewable fuel production under the Quality Assurance Plan (QAP) Program? Are you an independent third party that conducts surveys on behalf of other companies under 40 CFR Part 1090? Are you an independent third party that conducts attest audits on behalf of other companies under 40 CFR Part 1090? O Yes © No O Yes ® No O Yes ® No No O Yes ® O Yes @ No O Yes «§» No Do you produce, import, export or otherwise handle Renewable Fuels or Biointermediate Products as defined ® Yes O No Do you produce or import Gasoline, Reformulated Gasoline, Pentane, Ethanol Denaturant, or Oxygenates; or do you blend Oxygenates? Do you produce or import Diesel fuel that is used to power highway vehicles and/or non-road engines and equipment? J Business Activities For Renewable Fuel Standard Program Type Biointermediate Producer 0 No Foreign Undenatured Ethanol Producer © No PADD Importer (Renewable Fuel Importer) 0 No Renewable Fuel Producer 0 Q Renewable Fuels Exporter 0 No Renewable Fuels Importer © No RFS Pathway Petition Submitter (80.1416) 0 a No RIN Owner Only (Blenders, Marketers, Traders) 0 i i No Small Blender (Blenders in 40 CFR 80.1440) 0 l= No N Back I i Save Save & Continue M How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- 6 tmt I Foreign Bond Information How to Change Program Types and Business Activities in OTAQREG Select the appropriate Foreign Bond Information Click Save & Continue 8 Select the appropriate 40 CFR Part 79 Company Information If you answer YES to question "Has the fuel or fuel additive product that is managed by this company been assigned a nine-digit product ID through the submission of paper forms?" Please proceed to step 10 (next slide) 9, Otherwise, click Save & Continue arid proceed to slide 6 (skip slides) Does your company own or operate any foreign facilities? * O Yes ® No Foreign Bond Determination Gasoline Renewable Fuel standard Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 4 ------- How to Change Program Types and Business 12.Click Search 13 Click Add Click Save 15 Click Save & Continue Has the fuel or fuel additive product that is managed by this company been assigned a nine-digit product ID through the submission of paper forms? If this company has not yet registered any products, answer NO, * ® Yes o N° Activities in OTAQREG Associated 40 CFR Part 79 Companies Company ID Company Name Address Action Click Add Company Association No Company Associations 11, Enter the Company ID | Add Company Association Add 40 CFR Part 79 Company Association Please enter the 40 CFR Part 79 Company ID whose fuel products you wish to manage under this eRegistration Company: 375 Fentress Boulevard P3 fion 1821 Suncoast Chemicals of Daytona. Inc N/P. Daylona Beach. FL32114, US 0 Company ID 1821 Company Ji Name Address Action Suncoast 375 Chemicals of Fentress Daytona, Inc Boulevard, N/P, Daytona Beach. FL 32114. US o [1 Delete 0^=1 icel •jjnjijj Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Change Program Types and Business Activities in OTAQREG If changes in program types/business activities require a facility to be... added ~~~ Please proceed to step 16 (next slide) removed ~~~ Please proceed to step 54 (skip to slide 20) updated ~~~ Please proceed to step 35 (skip to slide 14) Facility Management Show iq v entries ID Name Showing 0 to 0 of 0 entries Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 Add Facility Filter Facilities Type Status Location Actions There are no Facilities to display. Previous Next K Back ± Save Save and Review H ------- How to Add a Renewable Fuel Production Facility to a Registered Company 16 Click Add Facility Facility Management Show ID 10 v entries Ji Name Showing 0 to 0 of 0 entries Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 I Add Facility Type Status There are no Facilities to display. Filter Facilities Location Actions Previous Next H Back i Save Save and Review H ------- How to Add a Renewable Fuel Production Facility to a Registered Company Enter facility information Click Search Facilities If facility is found: 19 Select appropriate facility Click Proceed with Selection 2 Click Save Selected Facility Please proceed to step 28 (skip to slide 12) If no 'facilities found: Please proceed to step 22 (next slide) Steps continue on next slide... Add Facility < Add Facility Find Existing Facility Please note, the Facility ID criterion searches against FRS Facility IDs. Do not use OTAQReg 5-digit reporting IDs in this field. For best results, please fill in at search criteria. Facility ID Facility Name Facility Country UNITED STATES OF AMERICA 7145 Old Mt Holly Charlotte North Carolina -Select a County- |28214 Add Facility Add Facility Facility Search Results (1 facility found) List View | Map View Search Criteria: UNITED STATES OF AMERICA | 7145 OLD MT HOLLY, CHARLOTTE, NC 28214 Filter: |~ EPA Registry ID Facility Name A Facility Address EPA Programs Reporting Alternate EPA Registry IDs/Program IDs 999983156478 MAGELLAN CHARLOTTE #1 7145 OLD MT HOLLY ROAD CHARLOTTE, NC 28214 © OTAQREG OTAQREG10031288 Csn't find vour facility? Click here to create it 0 Previous 1 Next Add Facility Add Facility Unsaved Facility Selected Facility (1 unsaved facility) < Add Another Facility List View | Map View Clicking the 'Save Selected Facility' button saves the facility you have selected in the current session so it is available to you the next time you log in. You may view a facility's details by clicking the View/Edit Details' link on the table view or the 'Details' button on the map view. You may also remove a facility by clicking the 'Remove' link or button for that facility. Please note that a facility with insufficient location information may not appear on the map view. Rlter: Q ci EPA Registry ID © Program ID © Facility Name Facility Address 999983156478 OTAQREG 10031288 MAGELLAN CHARLOTTE #1 7145 OLD MT HOLLY ROAD CHARLOTTE, NC 28214 O View/Edit Details Remove Showing 1 to 1 of 1 facilities Previous j 1 j Next Save Selected Facility How to Change Program Types and Business Activities in OTAQREG February 2023 ------- How to add new facility if no facilities found (cont.) If no facilities found: 22 Click Can'tfind your facility? Click here to create it Add Facility Add Facility Facility Search Results (0 facilities found) List View | Map View Search Criteria: 21212 I ARLINGTON COUffTY Change No Facilities Found Your search criteria did not match any facility records. You may return to the Find Easting facility' form, and refine your search, by dicking the 'Change' button. If the facility doesn't exist, you may create a facility by didcing the 'Can't find your facility? Click here to create it' link. Proceed witti Selection Can't find vour facility? Click here to create it Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to add new facility d a if no facilities found (cont.) Enter the following facility information ¦ Facility Name ¦ Facility Address Answer as appropriate to question "Is Mailing Address Same as Facility Address?" 2f Click Map Facility Click Submit Steps continue on next slide... Map Facility MBIWr?nTA; : OHIO ' PTNNmva Indiana; j C| Washin^ori wbrr WRGOilA ¦ icrMTUOir , vincirtiA STATES KANSAS TLCPS&A Gulf of Mexico lavana* 0 Tribal Lands Layer 0 Create Facility < Back to Search Results Facility Name ABC Bicdiesel Facility Address 111 ABC Bicdiesel St UNITED STATES OF AMERICA Address 2 Arlington VA t 21212 ARLINGTON COUNTY Coordinates Latitude Longitude 1 Is Mailing Address Same as Facility Address? ® Yes O No Add Facility ~ Map Legend Microsoft zL'lti How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to add new facility if no facilities found (cont.) Add Facility 2 Click Save Selected Facility Add Facility Unsaved Facility Selected Facility (1 unsaved facility) < Add Another Facility List View | Map View Clicking the "Save Selected Facility' button saves the facility you have selected in the current session so it is available to you the next time you log in. You may view a facility's details by dicking the Mew/Edit Details' link on the table view or the 'Details' button on the map view. You may also remove a facility by clicking the 'Remove' link or button for that facility. Please note that a facility with insufficient location information may not appear on the map view. Filter: Export Options EPA Registry ID 0 Program ID G Facility Name Facility Address Pending Pending ABC BIODIESEL 111 ABC BIODIESEL ST ARLINGTON, VA 21212 ARLINGTON COUNTY View/Edit Details Remove Previous Next Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Add a Renewable Fuel Production Facility to a Registered Company Enter the following Facility Contact Information ¦ Name ¦ Title * Phone ¦ Email 29 Click Save and Continue Facility Name and Location Note: Address 1 may not be a PO Box. If you are entering an international address that has no postal code, enter "00000" Facility Name: ABC BIOOIESEL Street Address: 111 ABC BIODIESEL ST Street Address (Line 2): City: ARLINGTON Postal Code: 21212 Country: UNITED STATES State: VA Facility Contact Information Please provide the Contact Name, Title. Email and Phone number as described in 80.76 Name: * John Smith Title: * Manager Email: * Phone: * 2026661666 Fax: jsmith@abcbiodiesel. com M Back I i Save m Save & Continue N Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Add a Renewable Fuel Production Facility to a Registered Company 30. Answer as appropriate to question "Does this facility produce or import Gasoline, Reformulated Gasoline, Pentane, Certified Ethanol Denaturant, Oxygenates, or renewable fuel (such as Ethanol), or blend Oxygenates (such as Ethanol)?" If YES, select the appropriate business activities Answer as appropriate to question "Does this facility produce or import Diesel fuel that is used to power highway vehicles and/or non- road engines and equipment, including renewable diesel fuel (such as Biodiesel)?" If YES, select the appropriate business activities 34- Click Save & Continue Proceed to step 40 (skip to slide 15) Facility Program Types and Activities Does this facility produce or import Gasoline, Reformulated Gasoline, Pentane, Certified Ethanol Denaturant, <§j Yes Q No Oxygenates, or renewable fuel (such as Ethanol), or blend Oxygenates (such as Ethanol)? * Business Activities For Gas/Ethanol Program Type Ethanol Producer 0 No Renewable Fuel Producer 0 Does this facility produce or import Diesel fuel that is used to power highway vehicles and/or non-road engines and equipment, including renewable diesel fuel (such as Biodiesel)? * <1 Ri <8; Yes O Business Activities For Diesel/Biodiesel Program Type Jet Fuel Producer 0 Renewable Fuel Producer Facility 0 i Save | Save & Continue N Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Edit an Existing Facility to reflect Change in Program Type and Business Activities Click Edit Update Facility Contact Information as appropriate Click Save & Continue 38 Update Facility Program Types and Activities as appropriate Click Save & Continue Steps continue on next slide... Actions >e "View Reporting IDs Edit O Delete Facility Name and Location Facility Name: EAST TEXAS RENEWABLES. LLC Street Address: 12942 FM2767 Street Address (Line 2): City: State/Province: TYLER TX Postal Code: Country: 75708 us Facility Contact Information Please provide the Contact Name, Title, Email and Phone number a described in 80.76 linda. kim@gdit. com Facility Program Types and Activities Does this facility produce or import Gasoline, Reformulated Gasoline, Pentane, Certified Etfianoi Denaturant, Oxygenates, or renewable fuel (such as Ethanol), or blend Oxygenates (such as Ethanol)? * <§) Yes 0 No Business Activities For Gas/Ethanol Program Type Ethanol Producer O No Renewable Fuel Producer © Does this facility produce or import Diesel fuel that is used to power highway vehicles and/or non-road engines and equipment, including renewable diesel fuel (such as Biodiesel)? * O Yes ® No How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Add a Renewable Fuel Production Facility to a Registered Company 40 Answer as appropriate to question "Are facility records stored on-site, off-site, or both as defined in 80.76?" 41 Click Save & Continue Facility Record Storage Are facility records stored on-site, off-site, or both as defined in 80.76? Please choose at least one storage method On-Site? Off-Site? H Back Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Add a Renewable Fuel Production Facility to a Registered Company 42 Answer as appropriate to question "Is this facility subject to the 20% GHG Threshold as referenced in 80.1403?" Click Save & Continue Renewable Facility Information Renewable Facility - GHG Threshold Information The activities previously selected require that you register a Renewable Facility Please provide the information requested below, and subsequent pages. I Is this facility subject to the 20% GHG Threshold as referenced in 80.1403? Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Add a Renewable Fuel Production Facility to a Registered Company Click Add RFS Pathway Enter the following pathway information, as applicable: ¦ Fuel Code Process Code ¦ Feedstock Code ¦ Fuel Type Code Co-Product Codes ¦ Capacity details 46 If applicable, click Add FFARS Product Proceed to step 48 (next slide) Otherwise, click Save Proceed to step 53 (skip to slide 19) Steps continue on next slide... Facility Pathways " m Add RFS Pathway Show jo v entries Filter pathways Process Description Feedstock Fuel Type Co-Product Capacity Capacity Fuel Code Code Codes Code Codes FFARS ID Type (gallons) Actions There are no Pathways to display. Showing 0 to 0 of 0 entries Previous Next How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- How to Add a Renewable Fuel Production Facility to a Registered Company 48 Select the appropriate Product Type Enter one of the following details: ¦ FFARSID FFARS Product Name 50 Click Search 51 Click Select next to the appropriate product 52 Click Save Pathway Information FFARS Product Search Product Type: * Q Fuel Q Additive FFARS ID: FFARS Product Name: Cancel Fuel/Additive List Please select your registered product from the search results below. If your product is not yet registered, you will need to register the product first and edit this pathway's information once your new company registration has been approved. Show 10 v entries Filter Fuels/Additives: FFARS ID Product Name Actions 012520039 . CD-2 MAXX Fuel Injector Cleaner (4178) " Select 220320001 . Diesel Maxx Select 229320005 Showing 1 to 3 of 3 entries • CleanBoost Maxx™ Select Previous Next Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- Facility Pathways How to Add a Renewable Fuel Production Facility to a Registered Company You will be brought back to the Facility Pathways screen, ~~~ Repeat steps 44 - 52, as appropriate Click Save & Continue ~~~ Proceed to step 56 (skip to slide 21) Show 10 v entries Process Description Fuel Code Code Feedstock Codes Cellulosic Ethanol Cellulosic • Cellulosic... (60) Production Process More (280) Showing 1 to 1 of 1 entries Fuel Type Code Cellulosic Biofuel (D3) Co-Product Codes FFARS ID Add RFS Pathway Filter pathways Capacity Type Permitted Capacity Capacity (gallons) Actions 1,000,000 G'Edh UDelete Previous Next ± Save | Save & Continue H Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- Facility Management How to Change Program Types and Business Activities in OTAQREG Click Delete Click Yes, delete facility Show 10 * entries ID li Name type Status OTAQREG10034443 TEST FACILITY 1 • Gas/Ethanoi Active OTAQREG10034480 TEST FACILITY 2 Showing 1 to 2 of 2 entries Gas/Ethanol Active Add Facility Filter Facilities Location 1122 TEST ST FAIRFAX, VA 22030 3344 TEST ST FAIRFAX, VA 22030 Actions View * View Reporting IDs © Edit DDI Delete "*¦ View ¦** View Reporting IDs Previous ¦¦ Next H Back I ± Save I Save and Review M Steps continue on next slide... Are you sure you want to delete this facility? How to Change Program Types and Business Activities in OTAQREG | February 2023 Yes, delete facility ------- How to Change Program Types and Business Activities in OTAQREG Facility Management You will be brought back to the Facility Management screen. ~~~ Repeat steps 16 - 53, as appropriate 56 Click Save & Review Show 10 entries ID 4k Name OTAQREG10034443 TEST FACILITY 1 Showing 1 to 1 of 1 entries Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 Add Facility type Status • Gas/Ethanol Active Filter Facilities Location 1122 TEST ST FAIRFAX, VA 22030 Actions * View ^ View Reporting IDs OS Edit II Delete Previous Next H Back I ± Save^ Save and Review H ------- How to Change Program Types and Business Activities in OTAQREG Select the appropriate Reason for Change which indicates the submission of an Engineering Review Click Sign and Submit Steps continue on next slide... How to Change Program Types and Business Activities in OTAQREG | February 2023 k 1 Reason for Change: * Select a Reason... * I Requested Company Deta New Facility (with Engineering Review) Company ID: 1675 Company Name: Re Street Address: 123 Street Address 2: Facility ownership change (new Engineering Review) Facility ownership change (cany over Engineering Review) Three Year Update Engineering Review Facility Update (with Engineering Review) Other (No Engineering Review) K Home Page 58 ------- How to Change Program Types and Business Activities in OTAQREG Click Accept 60. Use the eSignature Widget to sign the request 61 The request wiii appear in the My Pending Requests section of your home page with the status Awaiting Initial Review You will receive an email notification regarding any status changes to your request, I certify, under penalty of law that the information provided in this document is, to the best of my knowledge and belief, true, accurate, and complete. I am aware that there are significant penalties for submitting false information, including the possibility of fines and imprisonment for knowing violations. C} to ccept Decline eSignature Widget 1. Authentication Log into CDX User: JohnSmithCDXID Password: Show Password - welcome John Smith 2. Verification Question: What is the first and middle name of your oldest sibling? Answer: 3, Sign File Show Answer ' Correct Answer My Per>ding Requests Show 10 t | entries Fitter Requests: Request ID Request Type Request Subject Submitted By Date Last Updated IF Status 1 CPT-14987 Update Company Program Company ABC JohnSmithCDXID 07/16/2019 Awaiting Initial I Type Review Showing 1 to 1 of 1 entries Previous Q Next How to Change Program Types and Business Activities in OTAQREG | February 2023 ------- |