CDX Pesticide Submissions Portal (PSP) Registration User Guide


CDX Pesticide Submissions Portal
(PSP) Registration User Guide

Environmental Protection Agency
Office of Pesticide Programs

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Table of Contents

Table of Contents	i

List of Exhibits	iii

1	Introduction	1

1.1	Purpose	1

1.2	Topics Covered	1

1.3	Application Support	1

2	System Requirements	3

2.1	Supported Browsers	3

2.2	Screen Resolution	3

3	CDX Main Navigation	4

3.1	Overview	4

3.2	CDX Homepage	4

4	CDX Core Registration for Primary Submitters	16

4.1	PSP User Roles	16

4.2	Terms and Conditions	16

4.3	Program Service	18

4.4	Role Access (Primary Submitter)	20

4.5	Logging in to MyCDX for New Users	33

5	Additional Verification	36

5.1	Identity Verification Process	36

5.2	CDX Electronic Signature Agreement (ESA)	40

5.3	RMAM Approval	46

5.4	Registration Notifications	47

5.5	Access PSP	49

6	Managing User and Organization Information	50

6.1	Managing Organization Information	50

6.2	Add PSP to an existing CDX Account	55

6.3	Organization Information	60

7	Manage Program Services and Add Additional EPA OPP Company Numbers	64

8	PSP Role Sponsorship	67

8.1	Role Sponsorship	67

8.2	Role Sponsorship/Invitation	67

8.3	Finalizing the Role Sponsorship Process	83

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9 Appendix A - Definitions, Acronyms, and Abbreviations	89

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List of Exhibits

Exhibit 3-1: CDX Homepage Screen (Scroll 1)	5

Exhibit 3-2: CDX Homepage Screen (Scroll 2)	6

Exhibit 3-3: About CDX Screen (Scroll 1)	7

Exhibit 3-4: About CDX Screen (Scroll 2)	8

Exhibit 3-5: Recent Announcements Screen	9

Exhibit 3-6: Terms and Conditions Screen (Scroll 1)	10

Exhibit 3-7: Terms and Conditions Screen (Scroll 2)	11

Exhibit 3-8: Terms and Conditions Screen (Scroll 3)	12

Exhibit 3-9: Help Screen	13

Exhibit 3-10: Contact Us (Scroll 1)	14

Exhibit 3-11: Contact Us (Scroll 2)	15

Exhibit4-1: CDXTerms and Conditions Screen	17

Exhibit 4-2: Program Service Screen	19

Exhibit 4-3: Program Service Screen (Filtered View)	20

Exhibit 4-4: Role Access Screen	21

Exhibit 4-5: User and Organization Screen (Scroll 1)	23

Exhibit 4-6: User and Organization Screen (Scroll 2)	24

Exhibit 4-7: User and Organization Screen - Organization Information	25

Exhibit 4-8: User and Organization Screen - Search Results	26

Exhibit 4-9: User and Organization Screen - Advanced Search (Part 1)	27

Exhibit 4-10: User and Organization Screen - Advanced Search (Part 2)	28

Exhibit 4-11: User and Organization Screen - Advanced Search (Part 3)	29

Exhibit 4-12: User and Organization - Request to Add Organization Screen	32

Exhibit 4-13: Confirmation Email	33

Exhibit 4-14: CDX Login Screen	34

Exhibit 4-15: Resend Verification Email Screen	35

Exhibit 4-16: Validation Code Not Found Screen	35

Exhibit 5-1: CDX Registration: Additional Verification Screen	37

Exhibit 5-2: LexisNexis Data Collection Pop-Up Window	38

Exhibit 5-3: LexisNexis Results Screen	39

Exhibit 5-4: LexisNexis Continuing Without Verification Screen	39

Exhibit 5-5: Electronic Signature Agreement Screen	40

Exhibit 5-6: eSIG-PIN Entry CROMERR 20-5-1 Question/Answer Screen	42

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Exhibit 5-7: Electronic CDX ESA Screen	43

Exhibit 5-8: CROMERR eSignature Widget (Screen 1)	44

Exhibit 5-9: CROMERR eSignature Widget (Screen 2)	45

Exhibit 5-10: Paper CDX ESA Pop-Up Window	46

Exhibit 5-11: CDX Registration - Role Activation Email	47

Exhibit 5-12: CDX Registration - Role Status Change Email	48

Exhibit 5-13: Access PSP	49

Exhibit 6-1: My Profile Screen	51

Exhibit 6-2: Modify User/Organization Information Screen (Scroll 1)	52

Exhibit 6-3: Modify User/Organization Information Screen (Scroll 2)	53

Exhibit 6-4: Modify User/Organization Information Screen (Scroll 3)	54

Exhibit 6-5 MyCDX Screen	57

Exhibit 6-6: Manage Program Services Screen	58

Exhibit 6-7: Program Service Screen	59

Exhibit 6-8: Role Access Screen	60

Exhibit 6-9: Organization Information Screen	61

Exhibit 6-10: Electronic Signature Agreement Screen	62

Exhibit 6-11: Application Profile Settings Screen	63

Exhibit 7-1: Manage Program Services Screen	64

Exhibit 7-2: Deactivation Confirmation Pop-up Window	65

Exhibit 7-3: Request a New Role Screen	66

Exhibit 8-1 Role Sponsorship Screen	67

Exhibit 8-2: Role Sponsorship/Invitation Screen	68

Exhibit 8-3: Role Sponsorship Review Screen	69

Exhibit 8-4: Email Confirmation Pop-Up Window	70

Exhibit 8-5: CDX Role Sponsorship Request Email - Submitter	71

Exhibit 8-6: Copy of CDX Role Sponsorship Request Email - Primary Submitter	71

Exhibit 8-7: Sponsorship Information - Log-In Screen	72

Exhibit 8-8: Sponsorship Information Screen	73

Exhibit 8-9: Account Registration Screen	74

Exhibit 8-10: Submitter Selection of Organization	76

Exhibit 8-11: CDX Role Sponsorship Request Email - Primary Submitter	77

Exhibit 8-12: Copy of CDX Role Sponsorship Request Email - Submitter	78

Exhibit 8-13: Role Sponsorship Login Screen	79

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Exhibit 8-14: Role Sponsorship Review Screen	80

Exhibit 8-15: Electronic ESA (Scroll 1)	81

Exhibit 8-16: Electronic ESA (Scroll 2)	82

Exhibit 8-17: eSignature Widget Screen	82

Exhibit 8-18: Central Data Exchange Sponsorship Request Completed Email - Primary

Submitter	83

Exhibit 8-19: CROMERR E-Signature Email	83

Exhibit 8-20: Central Data Exchange Sponsorship Request Completed Email - Submitter	84

Exhibit 8-21: Role Sponsorship Screen	85

Exhibit 8-22: Complete Account Screen	86

Exhibit 8-23: 'Identity Verification' Screen	87

Exhibit 8-24: 'MyCDX' Inactive Submitter Role	88

Exhibit 8-25: 'MyCDX' Active Submitter Role	88

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1 Introduction

The Central Data Exchange (CDX) is a web-based system used for various electronic
environmental data submissions to the United States Environmental Protection Agency (EPA).
CDX allows users submitting data to EPA to register for the specific program of interest. The
CDX system also allows for several offices within EPA to use a common framework where a
user can access several different flows to satisfy reporting requirements across multiple offices.
More information about CDX is available at www.epa.gov/cdx.

1.1 Purpose

The purpose of this document is to walk through the registration and user profile management
processes in CDX, specifically for Pesticide Submission Portal (PSP) workflow submissions.
The CDX modernization effort improves the user experience through an updated user interface,
as well as streamlined user registration processes for CDX web users, including the migration of
user accounts and profiles for users who currently use the system. This document will assist new
CDX users register with the CDX system as well as reacquaint existing users with new system
processes and registering for PSP.

1.2 Topics Covered

This document will cover the registration process and the MyCDX profile. The sections are
described below:

• Section 2 lists the system requirements. This section describes what a user needs to access
and interact with the system.

• Section 3 outlines the main CDX navigation. This section guides the user through the CDX
screens that do not require a user account.

• Section 4 describes the CDX core registration process. This section introduces a user to the
registration process.

• Section 5 describes the additional verification process that takes place for some roles.

• Section 6 details managing user and organization information within CDX.

• Section 7 describes how to manage program services and add EPA OPP Company Numbers.

• Section 8 explains the role sponsorship process.

1.3 Application Support

Help can be accessed by using the following options:

• By Telephone:

Person-to-person telephone support is available from 8:00 am to 6:00 pm eastern standard
time/eastern daylight time (EST/EDT). Call the CDX Help Desk's toll-free line at 888-890-
1995 or 970-494-5500 for callers from Puerto Rico and Guam.

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•	By Email:

Send an email to Technical Support at helpdesk@epacdx.net with "Technical Support" in the
'Subject' line.

•	By Chat:

Click the 'Chat with the CDX Help Desk' link on the 'Contact Us' page to generate a web
form to enter information regarding your help request.

•	By Contact Form:

Enter information in the text fields under the 'Contact Form' section of the 'Contact Us'
page.

•	By Website:

Users can contact the CDX team from the 'Contact Us' screen at https://cdx.epa.gov/Contact
and read the help section at https://cdx.epa.gov/Help.

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2 System Requirements

To use CDX, the following are required:

•	An e-mail account

•	JavaScript enabled web browser

•	Internet access

•	Adobe Acrobat Reader 5.0 or higher

2.1	Supported Browsers

For optimal performance, it is recommended that you use Google Chrome to access the PSP
application. However, the following browsers are supported:

•	Google Chrome

Go to the following link to download:
http://www.qooqle.com/chrome

•	Internet Explorer 9 or above (best in Internet Explorer 11)

Go to the following link to download:
http://windows.microsoft.com/en-US/internet-explorer/downloads/ie

•	Mozilla Firefox 3.5 or above

Go to the following link to download:
http://www.mozilla.com/en-US/firefox/all-older.html

•	Safari 4 or above

Go to the following link to download:
http://support.apple.com/kb/dl877

2.2	Screen Resolution

Screen resolution should be set to 1024 x 768 or greater.

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3 CDX Main Navigation

The following section provides an overview of the pages that are accessible upon first navigating
to the CDX Homepage before beginning the registration process.

3.1 Overview

CDX is an application used by EPA programs and various stakeholders to manage environmental
data transmitted to EPA to meet EPA reporting requirements. As part of the CDX system, the
user registration component is used to facilitate user access to a program. Within the user
registration component, program offices have the ability to define the roles and information
required by new users to complete the registration process. Based on the program service and
role combinations, each program has different information that a user must provide. CDX
captures the requirements for each program service and role and prompts the user for only the
information required. Some roles do not require any additional information, whereas others
require identity proofing and/or additional information processing. The following sections will
walk through how a user will register for different program services.

3.2 CDX Homepage

The CDX homepage is the landing screen from which you have the ability to access and interact
with CDX. The CDX home screen can be accessed by the following link: https://cdx.epa.gov.
and provides the user with the following features:

• Log In: If you already have a CDX account, you may log into the system by entering your
user identification (ID) and password information and clicking the 'Log In' button located on
the right-hand side of the screen.

• Registration: If you do not have a CDX account, click the 'Register with CDX' button to
begin the registration process outlined later in this section.

• Welcome Announcement: This text area provides welcome text that is visible to all users
who visit CDX.

• Important Alerts: The alerts in the 'Notices' box that appear below the 'Welcome
Announcement' provide you with system or program-specific information. The 'Notices' box
will only appear if there are any alerts regarding CDX.

• Warning Notice and Privacy Policy: The 'Warning Notice and Privacy Policy' statements
are displayed on the CDX homepage providing you with a list of the terms of use for the
CDX system, whether you decide to log into, or register with, the system.

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Exhibit 3-1 shows a screen capture of the 'CDX Homepage' screen (Scroll 1):

oEPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDX; Central Data Exchange

S Contact I is

Welcome

Welcome to the Environmental Protection Agency (EPA) Central Data Exchange (CDX) - the Agency's electronic reporting site. The
Central Data Exchange concept has been defined as a central point which supplements EPA reporting systems by performing new
and existing functions for receiving legally acceptable data in various formats, including consolidated and integrated data.

Warning Notice and Privacy Policy

Warning Notice

In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand and consent to all
of the following:

1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;

2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;

3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;

4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;

5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize any authorized
or unauthorized communication to or from U.S. Government information systems or information used or stored on U.S. Government
information systems;

6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized device, to include
non-U.S. Government owned devices, that stores U.S. Government information;

7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or disclosed for any
lawful government purpose, including but not limited to, administrative purposes, penetration testing, communication security monitoring,

Exhibit 3-1: CDX Homepage Screen (Scroll 1)

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Exhibit 3-2 shows a screen capture of the 'CDX Homepage' screen (Scroll 2):

Welcome

Warning Notice and Privacy Policy

Warning Notice

In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand and consent to all
of the following:

1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;

2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;

3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;

4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;

8. you may not process or store classified national security information on this computer system.

Privacy Statement

EPA will use the personal identifying information which you provide for the expressed purpose of registration to the Central Data Exchange site
and for updating and correcting information in internal EPA databases as necessary. The Agency will not make this information available for other
purposes unless required by law. EPA does not sell or otherwise transfer personal information to an outside third party. rFederal Register: March
18. 2002 fVolume 67. Number 521irPaae 12010-120131.

Exhibit 3-2: CDX Homepage Screen (Scroll 2)

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3.2.1

About CDX

From the CDX homepage, you can access the 'About CDX' screen from the tab labeled 'About'
at the top of the screen. The 'About CDX' screen provides general information about the CDX
system requirements and procedures that site users should be aware of concerning regulation,
user information, and system information. Tabs are available across the top part of the CDX
homepage for a user to read information regarding specific CDX topics.

Exhibit 3-3 shows a screen capture of the 'About CDX' screen (Scroll 1):

A EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CD^r Central Data Exchange

Log in to CDX

Log In Register with CDX

Forgot your Password?

Forgot your User ID?

Warning Notice and Privacy Policy

About CDX

Regulation

User Information

System Information

The CDX registration site supports the requirements and procedures set forth under the EPA's proposed Cross-Media
Electronic Reporting Regulation. The following language about registering for Central Data Exchange comes from Part D (i.e.
"Submitter registration process") of the Section 3.2000 (i.e. "What are the criteria for acceptable electronic document
receiving systems?"):

An acceptable electronic document receiving system must requite that anyone who submits an electronic document to the
system first register with the agency to which the document is to be submitted. The registration process must establish the
identities of both the registrant, who is the prospective submitter, and any entity that tine registrant is authorized to represent,
and must establish that the registrant is authorized to submit the document in question for the entity being represented. In
addition, where the documents to be received will require signature, the registration process must:

(1)	Establish the registrant's identity, and the registrant's relation to any entity for which the registrant will submit
electronic documents, with evidence that can be verified by information sources that are independent of the registrant and
the entity or entities in question and that would be sufficient to identify the registrant as the signature holder for purposes
of supporting litigation consistent with paragraph (b) of this section;

(2)	Establish and document a unique correlation between the registrant and the code or device that will constitute or
create the electronic signature of the registrant as a submitter;

Exhibit 3-3: About CDX Screen (Scroll 1)

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Exhibit 3-4 shows a screen capture of the 'About CDX' screen (Scroll 2):



(2)	Establish and document a unique correlation between the registrant and the code or device that will constitute or
create the electronic signature of the registrant as a submitter;

(3)	Require that the registrant sign on paper, or in such other manner or medium as the Administrator in his or her
discretion may determine as appropriate for a category of electronic reports, an electronic signature agreement specifying
at a minimum that the registrant agrees to:

(i)	Protect the electronic signature from unauthorized use, and follow any procedures specified by the agency for this
purpose;

(ii)	Be held as legally bound, obligated, or responsible by use of the assigned electronic signature as by hand-written
signature;

(iii)	Where the signature method is based on a secret code or key, maintain the confidentiality of each component of
the electronic signature;

(iv)	In any case, never to delegate the use of the electronic signature, or in any other way intentionally provide access
to its use, to any other individual for any reason; and

(v)	Report to the entity specified in the electronic signature agreement, within twenty-four hours of discovery, any
evidence of the loss, theft, or other compromise of any component of an electronic signature;

(4)	Provide for the automatic and immediate revocation of an electronic signature in the event of:

(i)	Any actual or apparent violation of the electronic signature agreement;

(ii)	Any evidence that the signature has been compromised, whether or not this is reported by the registrant to whom
the signature was issued; or

(iii)	Notification from an entity that the registrant is no longer authorized by the entity to submit electronic documents
on its behalf;

(5)	Require that the registrant renew his or her electronic signature agreement at least once eveiy two years, or upon
request by EPA, with a renewal agreement that:

(i)	Complies with the provisions listed in paragraph (d)(3) of this section; and

(ii)	Includes the registrant's certification that he or she has complied with provisions listed in paragraph (d)(3) of this
section since issuance of the signature, and that all reports submitted under the signature since the electronic signature
agreement was last signed were reviewed and submitted by the registrant;

(6)	Provide for a registrant who is surrendering his or her electronic signature to certify that he or she has complied with
provisions listed in paragraph (d)(3) of this section since issuance of the signature and that all reports submitted under the
signature since the electronic signature agreement was last signed were reviewed and submitted by the registrant.





Exhibit 3-4: About CDX Screen (Scroll 2)

3.2.2 Recent Announcements

From the CDX homepage, you can access the 'Recent Announcements' screen from the tab
labeled 'Recent Announcements' at the top of the screen. This page provides an extended list of
announcements, both current and archived. The most recent announcements are displayed as
important alerts on the homepage. If an alert on the homepage is too long, it will display in a
teaser format with a hyperlink to view more details. Upon clicking the hyperlink on the
homepage, the user will be directed to the 'Recent Announcements' screen to view the
announcement in its entirety. An 'Older announcements' link displays at the bottom of a set of
announcements to display announcements from the past six months.

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Exhibit 3-5 shows a screen capture of the 'Recent Announcements' screen:

&EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDX; Central Data Exchange

S Contact Us

Log in to CDX

Log In Register with CDX

Forgot your Password?

Forgot your User ID?

Warning Notice and Privacy Policy

Recent Announcements

Announcements for: 9/6/2014 - 3/6/2015

Tuesday, January 27, 2015:

Sunday, February 8, 2015 - 8:00 PM to 12:00 AM ET - Server Maintenance: CDX and the Exchange Network may experience intermittent outages
due to server maintenance.

Friday, November 14, 2014:

Saturday, November 22, 2014 - 6:00 AM to 12:00 PM ET - Database Upgrades: CDX Web and the Exchange Network may experience intermittent
outages due to database maintenance.

Tuesday, September 30, 2014:

Friday, (Xtober 3, 2014 - 9:00 PM ET to Saturday, October 4, 2014 -12:00 PM ET - Database Maintenance: The FRS dataflows and registration
for CEDRI and CSPP will be intermittently unavailable due to database maintenance.

Monday, September 1 5, 2014:

Monday, September 15, 2014 - 3:00 PM to Tuesday, September 16, 2014 - 8:00 AM ET - CDX Web and the Exchange Network may experience
intermittent outages due to system patching.

Older announcements

3.2.3

Exhibit 3-5: Recent Announcements Screen
Terms and Conditions

From the CDX homepage, you can access the 'Terms and Conditions' screen from the tab
labeled 'Terms and Conditions' at the top of the screen. This page provides the terms and
conditions for use of the application. This includes EPA's privacy statement, warning notice, and
user credential notices. Any user who registers for or has a CDX account is legally bound by
these conditions.

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Exhibit 3-6 shows a screen capture of the 'Terms and Conditions' screen (Scroll 1):

&EPA

M m United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions

Help

CD)^ Central Data Exchange

2 Contact
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Exhibit 3-7 shows a screen capture of the 'Terms and Conditions' screen (Scroll 2):

5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize
any authorized or unauthorized communication to or from U.S. Government information systems or information used or stored
on U.S. Government information systems;

6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized
device, to include non-U.S. Government owned devices, that stores U.S. Government information;

7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or
disclosed for any lawful government purpose, including but not limited to, administrative purposes, penetration testing,
communication security monitoring, personnel misconduct measures, law enforcement, and counterintelligence inquiries; and

8. you may not process or store classified national security information on this computer system.

Privacy Statement

EPA will use the personal identifying information which you provide for the expressed purpose of registration to the Central Data
Exchange site and for updating and correcting information in internal EPA databases as necessary. The Agency will not make this
information available for other purposes unless required by law. EPA does not sell or otherwise transfer personal information to an
outside third party. fFederal Register: March 18. 2002 (Volume 67, Number 52nrPaae 12010-120131.

Choosing a CDX Password

For CDX registration purposes, I agree to select a password which will not be easily guessed (e.g., my name, my children's names,
birthdays, etc.). Passwords must be a minimum of 8 alpha-numeric characters (no spaces or special characters) and contain at
least 1 of each of the following:

• uppercase character

• lowercase character

• number

Passwords may not begin with a number nor contain the word "password" nor contain your User Name.

Protecting my CDX Password
I agree to protect my CDX password.

I will not divulge my password to any other individual; I will not store it in an unprotected location; and I will not allow it
to be written into computer scripts to achieve automated login.

Limited CDX Software Distribution

Any distribution of software provided by the Environmental Protection Agency's Central Data Exchange shall be handled according
to any defined license practices.

Exhibit 3-7: Terms and Conditions Screen (Scroll 2)

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Exhibit 3-8 shows a screen capture of the 'Terms and Conditions' screen (Scroll 3):

Protecting my CDX Password

I agree to protect my CDX password.

I will not divulge my password to any other individual; I will not store it in an unprotected location; and I will not allow it
to be written into computer scripts to achieve automated login.

Limited CDX Software Distribution

Any distribution of software provided by the Environmental Protection Agency's Central Data Exchange shall be handled according
to any defined license practices.

CDX provides tools which contains FlPS-validated RSA BSAFE Ciypto-J which is classified under Export Commodity Classification
Number (ECCN) 5D002 "Encryption Sofware" referenced under CCATS G059799. This product is eligible for license exception ENC
under Sections 740.17 (A) and (B) (2) of the Export Administration Regulations (EAR). The exportation of this item classified by
the Bureau of Industry and Sec urity (BIS) as 5D002 "Unrestricted" to foreign subsidiaries of US companies is permitted under this
license exception ("ENC "Encryption"). This license exception does not apply to the embargoed nations of Cuba, Iran, North Korea,
Sudan and Syria or any parties found on the various government denial lists including the Department of Commerce Denied Parties
List. For additional information and guidance regarding your use of this product, please refer to the United States' standard
regulations for encryption at http://www.access.apo.aov/bis/ear/Ddf/740.pdf

Actions to take if my CDX Account has been Compromised

If I have determined that my CDX account has become compromised, I agree to contact the CDX Technical Support staff at 888-
890-1995 or (970) 494-5500 for International callers as soon as possible.

Terminating my CDX Account

I agree to notify CDX within ten working days if my duties change and I no longer need to interact with the CDX on behalf of my
organization. I agree to make this notification via either the CDX web interface or by notifying the CDX Technical Support staff at
888-890-1995 or (970) 494-5500 for International callers. This notification will allow CDX to deactivate my account and protect it
from potential abuse by others.

Exhibit 3-8: Terms and Conditions Screen (Scroll 3)

3.2.4 Help

This page provides multiple options for users to contact the CDX help desk. Users can contact
the help desk by phone or email. The contact information is for both domestic and international
end users (see Exhibit 3-9). Users also have the ability to send a message to EPA help desk via
the contact form. You may access the contact form by clicking the 'Contact Us' link above the
login section (see Exhibit 3-10 and Exhibit 3-11).

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Exhibit 3-9 shows a screen capture of the 'Help' screen:

e ppa

LliMm United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDX; Central Data Exchange

8 Contact Us

User ID

Forgot your Password?

Forgot your User ID?

Warning Notice and Privacy Policy

Click here to view current status for all Program Services.

For Web Submission Support, two support options are available:

By Telephone:

Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at 888-890-1995 or
(970) 494-5500 for International callers.

By E-mail:

Send e-mail to Technical Support at helpdesk(3)epacdx.net.

We also have lists of Frequently Asked Questions that you might find helpful.

Exhibit 3-9: Help Screen

Exhibit 3-10 shows a screen capture of the 'Contact Us' screen (Scroll 1):

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¦ft EPA

United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help

Click here to view current status for all Program Setvices.

By Telephone:

Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at 888-890-1995. (970)
494-5500 for International callers.

By E-mail:

Send e-mail to Technical Support at helpdesktaieoacdx.net.

By Chat:

Chat with the CDX Help Desk to answer your questions.

Contact Form

EPA welcomes your comments, especially comments on how we can improve our Web site. We strive to respond to every
comment with an answer or an appropriate referral as quickly as possible. Most comments will be responded to within 2-3
business days.

Exhibit 3-10: Contact Us (Scroll 1)

Exhibit 3-11 shows a screen capture of the 'Contact Us' screen (Scroll 2):

OPP CDX Pesticide Submission Portal Registration User Guide September 18, 2015

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CDJfr

Send e-mail to Technical Support at helpdesk@epacdx.net.

By Chat:

Chat with the CDX Help Desk to answer your questions. Hi]

Contact Form

Please help us answer your request by including a correct e-mail address. We have answered thousands of requests, but we
receive many messages that we can't respond to because of incorrect email addresses. Also, if you are referring to a specific page
within the EPA CDX web site, please include a URL or title for the page. If your browser doesn't support forms, you can e-mail your
comment to us at helpdesk@epacdx.net.

Name *

Organization

Email *

Comments *

Submit Comment

Exhibit 3-11: Contact Us (Scroll 2)

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4 CDX Core Registration for Primary Submitters

To begin the registration process, click the 'Register with CDX' button that displays in the CDX
header on the main CDX navigation screens as listed in Section 3.

4.1 PSP User Roles

PSP supports two roles: Primary Submitter and Submitter. Primary Submitters can sponsor
Submitters to submit on their behalf. Submitters must first be sponsored by a Primary Submitter
before they can register through CDX. Please refer to Section 4.1.1 below for more information
about the different PSP roles. For more information about role sponsorship please see Section 8.

4.1.1 Primary Submitter

Primary Submitters serve as the primary point of contact for a company. Primary Submitters
have the following attributes:

• Can sponsor Submitters to submit on their behalf

• Can revoke a Submitter's access to the PSP application

• Can see all packages created for their company. However, to view the details of these
packages, they must obtain the passphrase used to encrypt the package. Note: A passphrase
is needed to view all created packages. Neither Primary Submitters nor Submitters may view
the details of a package without the package's passphrase.

• Can prepare and submit packages on behalf of their organization

• There can be multiple Primary Submitters for a company

• Can add EPA OPP Company Numbers and submit for multiple companies.

4.1.2 Submitter

Submitters have the following attributes:

• Must be sponsored by a Primary Submitter

• Can only see the packages they created

• Can prepare and submit packages on behalf of their organization

• There can be multiple Submitters for a company

4.2 Terms and Conditions

After clicking the 'Register with CDX' button, the CDX 'Terms and Conditions' screen (see
Exhibit 4-1) displays the following terms and conditions:

• Acceptance of warning and privacy policies

• Choosing a complex password

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• Protecting your password

• Notifying CDX of possible misuse of account

• Limiting distribution of CDX software

• Agreement to notify CDX of changes in duties

You can accept the terms and conditions by selecting the 'I Accept' radio button and clicking the
'Proceed' button. You can also cancel the registration by selecting the 'I Decline' radio button
and clicking the 'Proceed' button or by clicking the 'Cancel' button. Once you have accepted the
registration agreement, the application redirects you to proceed with the registration process. If
you do not agree to the terms and conditions, you will not be able to continue with the
registration process.

Exhibit 4-1 shows a screen capture of the CDX 'Terms and Conditions' screen:

vvEPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDX: Terms and Conditions

a Contact Us

The access and use of CDX Registration for the electronic submittal of environmental information require the creation of a
user ID and password that I must maintain and keep confidential. I will review the following steps concerning the creation
and maintenance of a user ID and password.

Warning Notice

In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully
understand and consent to all of the following:

1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government
purposes only;

2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal,
civil, administrative, or other lawful action;

3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;

4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored
on U.S. Government information systems;

I Accept
I Decline

Proceed ¦ Cancel

Exhibit 4-1: CDX Terms and Conditions Screen

Navigation: Click the 'I Accept' radio button and click 'Proceed'

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4.3 Program Service

The 'Program Service' screen is the first step in the registration process and is indicated in the
breadcrumb bar at the top of the page.

The 'Program Service' screen displays a list of available program services from which you can
choose(see

Exhibit 4-2). You may filter the open program service list by typing the program service name or
other related program metadata in the text bar (see Exhibit 4-3). You can select a program by
clicking the program name (e.g. 'PSP: Pesticide Submission Portal'). The selection on this page
will determine the information you must enter on subsequent pages.

The search component provides an enhanced search capability that instantly displays search
results as search criteria and keywords are entered by the user. For example, typing the word
'psp' will display 'PSP: Pesticide Submission Portal' in the search results. The system will take
you to the 'Role Access' screen once you select the program service.

Exhibit 4-2 shows a screen capture of the 'Program Service' screen:

OPP CDX Pesticide Submission Portal Registration User Guide

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v>EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDXr Core CDX Registration

3. User and Organization

Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or
Clean Air Act).

Active Program Services List

Enter search criteria

ACRES: Assessment Cleanup and Redevelopment Exchange System

ARCS: Aircraft Reporting and Compliance System

CEDRI: Compliance and Emissions Data Reporting Interface

CROMERRS: CROss-Media Electronic Reporting Rule Services

CSPP: Submissions for Chemical Safety and Pesticide Programs

e-NEPA: NEPA Electronic Filing System

eNOI: Electronic Notice of Intent for the PGP, 2012 CGP, LEW, and VGP VOTR

eSIPS: electronic State Implementation Plan Submission

FOND: Fuel Oil Non-Availability Disclosure

GLENDA: Great Lakes Environmental Database Query System

GMG29000Q: NeT - EPA Region 6 Outer Continental Shelf NPDES Permit

iBoard: EPA Internet On Boarding Application

IEPB: Exchange Network Grant Semi-Annual Reporting Forms

Exhibit 4-2: Program Service Screen

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 4-3 shows a screen capture of a filtered view of the 'Program Service' screen:

&EPA

™ ™ M » unted States Environmental Pratedcn

Home About Recent Announcements Terms and Conditions Help

CDX;* Core CDX Registration "Contactus

| 1. Program Service y 2. Role Access y 3. User and Organization y 4. Confirmation (

Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or
Clean Air Act).

Active Program Services List

DWMaps: Drinking Water Maps

eSIPS: electronic State Implementation Plan Submission

PSP: Pesticide Submission Portal

WHIPS: Wood Heater Information Processing System

CDX Heip Desk: 888-890-1995 | (970) 494-5500 for Intenutkxd callers XSSSjX
EM Home Privacy aid Seemly Notice Accessibility About CDX Frequoitiy Asfced Questions Terms and Conditions ! Contact Us

Exhibit 4-3: Program Service Screen (Filtered View)

Navigation: Enter 'PSP' in the 'Active Program Services List' field and select 'PSP: Pesticide
Submission Portal'

4.4 Role Access (Primary Submitter)

The 'Role Access' screen is the second step in the registration process. It will be highlighted in
the top breadcrumb bar. Completed steps are indicated with a checkmark. You are also able to
navigate back to the first step by clicking the 'Program Service' step in the top breadcrumb bar.

The CDX application allows programs to define user roles that can be selected during
registration. After selecting 'PSP: Pesticide Submission Portal' on the 'Program Service' page,
the 'Role Access' screen will appear and will allow you to register for the Primary Submitter
role.

Note: After selecting the 'Primary Submitter' role, a 'Company Number' field will appear. Enter
the EPA Office of Pesticide Programs (OPP) Company Number for the company you will be
submitting for. If you do not know the EPA OPP Company Number for your company, please
follow this link for instructions on how to obtain a Company Number ->

http://www2.epa.gov/pesticide-registration/pesticide-registration-manual-how-obtain-company-
numb er-an d-regi ster-offi ci al .

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Exhibit 4-4 shows a screen capture of the 'Role Access' screen.

SEPA

* ' ' 1 unted States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDX; C°re CDX Registration

1 1. Program Service V y 2. Role Access y 3. User and Organization y 4. Confirmation 1

1 Registration Information 1

Program Service Pesticide Submission Portal
Role Not selected

Select a role from the drop down list and provide any required additional information, if applicable.

Primary Submitters can submit on behalf of their company. Primary Submitters are also responsible for allowing other Submitters
within the company. Each company can have multiple Primary Submitters.

Select Role Primary Submitter *

Enter your Company Number

Company Number * 123

CDX Help Desk: 888*90-1995 | (970) 494 5500 for International caflas X222&V
EPA Home Privacy aid Security Notice Acrenbility About OK Frequently Asked Questions Tents and Conditions Contact Us

Exhibit 4-4: Role Access Screen

Navigation: Enter your EPA QPP Company Number and click the 'Request Role Access'
button.

4.4.1 User and Organization Information

The 'User and Organization' screen is the third step in the registration process. It will be
highlighted in blue on the top breadcrumb bar. Completed steps are indicated with a checkmark.
The 'Registration Information' summary section is at the top and is updated with the selections
being made. You will also be able to navigate back to the previous steps by clicking the
corresponding step.

Both the user and organization information are captured on the same screen. The information
entered in this portion of the registration process is used to support account validation and
establish levels of assurance.

All new CDX users will be required to activate their account after these registration steps by
following the instructions sent to the email address provided during the registration process for
their specified organization.

Since additional identity proofing is required, you will be prompted to either use LexisNexis
identity validation or sign a paper Electronic Signature Agreement (ESA). This prompt will
occur after your initial login to the system.

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4.4.2 Part 1: User Information

The 'User Information' section collects the following information (see Exhibit 4-5):

• User ID (required)

• Title (required)

• First Name (required)

• Middle Initial

• Last Name (required)

• Suffix

• Password (required)

• Re-type Password (required)

• Security Question 1 (required)

• Security Answer 1 (required)

• Security Question 2 (required)

• Security Answer 2 (required)

• Security Question 3 (required)

• Security Answer 3 (required)

Please note that the user ID and password information may be requested for re-authentication
with features throughout CDX including any submission processes within PSP. The 'Security
Question' and 'Security Answer' fields are also used for re-authentication in the event you forget
your password and need to reset it.

When creating a user ID, it must abide by the following rules:

• Must be at least 8 characters

• No special characters may be used with the exception of'@,' and '.'

When creating a password, it must abide by the following rules:

• Must be at least 8 characters

• Must be no more than 15 characters

• Must contain one uppercase letter, one lowercase letter, and one number

• May not begin with a number

• May not be the same as your user ID

• May not contain the word 'Password'

• May not contain any special characters or spaces

• Must be changed every 90 days

Exhibit 4-5 shows a screen capture of the 'User and Organization' screen.

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CDX. Core CDX Registration

119

3. User and Organization

Registration Information

Program Service
Role

Pesticide Submission Portal
Primary Submitter

Please fill out all required fields marked with an asterisk(*)

Part 1: User Information

The program you are registering for requires additional proof of identity. Later in the registration process you will be given
the option to use LexisNexIs, an identity proofing service, LexisNexis will pull your first, middle and last name exactly as it is
entered on this page.

User ID *

Title *

First Name *

Middle Initial
Last Name *

Suffix
Password *

Re-type Password *

Security Question 1 *

Security Answer 1 *
Security Question 2 +

Security Answer 2 *
Security Question 3 *

Security Answer 3 *

Exhibit 4-5: User and Organization Screen (Scroll 1)

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Security Answer 3 *

Part 2: Organization Info

Search for your organization using the text box below, You may search by entering the Organization Name or the
Organization ID.

Cancel

CDX Help Desk: 888 890 1995 | (970) 494-55O0 for International ca
EPA Home Privacy and Security Notice Accessibility About CDX | Frequently Asked Questions | Terms and Conditions

m - .. „ . . .. . , ...

Exhibit 4-6: User and Organization Screen (Scroll 2)

4.4.3 Part 2: Organization Information

The CDX system requires you to search for your organization before you are able to create a new
organization. You are first asked to do a simple search (see Exhibit 4-7) by entering the
'Organization Name' or the 'Organization ID.' Important: The organization ID is not your EPA
OPP Company Number. The organization ID field is used soley by CDX to identify different
organizations. If you are unsure of your organization ID, search by your company's name.

Partial search terms can be entered. The matching search results will be returned in a table
displaying the 'Organization ID,' 'Organization Name,' 'Address,' 'City,' 'State,' and 'ZIP
Code' (see Exhibit 4-8). If the simple search returns too many results, you may use the advanced
search option (see Exhibit 4-9). Once the search is executed, the search results will display a list
of matching valid organizations from which you can select. Click the corresponding
Organization ID to add that organization to the 'User and Organization' screen.

Once an organization has been selected or created, you will be required to enter an email address
and phone number, with the option of entering a phone number extension or fax number (see
Exhibit 4-11 and Exhibit 4-12).

Search results will only display organizations that have been previously verified by a
Registration Maintenance Account Manager (RMAM), LexisNexis, or a help desk user.
Organizations that have not been verified can be searched for by using the organization ID.

The first organization a user adds will be set as the primary organization. The primary
organization is important because it indicates the user's primary email address in CDX.

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Exhibit 4-7 shows a screen capture of the 'Organization Information' section of the 'User and
Organization' screen:

First Name *

Middle Initial

Last Name *

Suffix

-Please Select- T

Password *

Re type Password *

Security Question 1 *

-Please Select-

Security Answer 1 *

Security Question 2 *

-Please Select-

Security Answer 2 *

Security Question 3 *

-Please Select-

Security Answer 3 *

Part 2: Organization Info

Search for your organization using the text box below. You may search by entering the Organization Name or the
Organization ID.

Exhibit 4-7: User and Organization Screen - Organization Information

Navigation: Type a search term and click the 'Search' button to search for an organization.
Exhibit 4-8 shows a screen capture of the search results of the 'User and Organization' screen:

OPP CDX Pesticide Submission Portal Registration User Guide

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Part 2: Organization Info

Search for your organization using the text box below. You may search by entering the Organization Name or the
Organization ID.

epa IE3EI

Organization
ID

Organization
Name

Address

City

State

ZIP

Code

15305

EPA AIRLINE

109 TW ALEXANDER DR

RTP

27711

15404

EPA 2

1200 PENN AVE

WASHINGTON

20460

17067

EPA

109 TW ALEXANDER DR

RTP

27711

17221

EPA

1310 L ST NW

WASHINGTON

20785

15536

EPA'S 2ND AIRLINE

109 TW ALEXANDER DRIVE

RTP

27711

17361

EPA Region 6

1445 Ross Avenue

Dallas

75202

15867

U.S. EPA

1200 PENNSYLVANIA AVE
NW

WASHINGTON

20460

20264

EPA

1234 Simba Ln

Zambia

N/A

333333

22447

EPA Region 10

1200 6th Avenue

Seattle

98101

17381

EPA Test Company 1

123456 Test St.

Fairfax

22033

16378

EPA

123 MAIN ST

MAIN

11111

16472

EPA

2000 TRAVERWOOD DRIVE

ANN ARBOR

48105

16817

EPA

1310 L ST. NW

WASHINGTON

20005

Can't find your organization? Use advanced search or request that we add vour organization.

Cancel

Exhibit 4-8: User and Organization Screen - Search Results

Navigation: Click a blue organization link under the 'Organization ID' section to select that
organization. If you do not see your organization, you can proceed to Section 4.4.3.1 or Section
4.4.3.2 below.

4.4.3.1 Organization Advanced Search

When an organization does not appear in the basic search results, you have the option to perform
an advanced search for a valid organization. Click the 'Use advanced search' hyperlink below
the existing organization search results to perform a search with the following criteria (see
Exhibit 4-9):

• Organization ID

• Organization Name

• Country

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• Mailing Address

• Mailing Address 2

• City

• State

• ZlP/Postal Code

After entering in at least two of the listed search criteria, click the 'Search' button to return a list
of results.

Exhibit 4-9 shows a screen capture of the 'User and Organization - Advanced Search' screen
(Part 1):

Security Answer 2 "

Swirity Question 3 * -pleas? setect- *

Security Answer 3 *

Part 2 Organization Info

Search foe your organization using the search criteria below.

Organization ID J

Organisation Name

Country UNITED STATES *

Mailing Address
Mailing Address 2
City

State *

7 IP/Postal Code

Wrong organiwtion infatuation? B,xk k> SsaicH or r»nn~-st th.ii w raid void oman baton.

Ststth

RMKei

Exhibit 4-9: User arid Organization Screen - Advanced Search (Part 1)

Navigation: Enter search terms in the fields on this screen to perform an advanced search for
your organization.

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Once the search is executed, the search results will display a list of matching valid organizations
from which you can select. Click the corresponding Organization ID to add that organization to
the 'User and Organization' screen.

Exhibit 4-10 shows a screen capture of the 'User and Organization- Advanced Search' screen
(Part 2):

Part 2: Organization Info

Search for your organization using the search criteria below.

Organization ID
Organization Name

Country | UNITED STATES

Mailing Address
Mailing Address 2
City

State *

ZIP/Postal Code

Wrong organization information? Back to Search or request that we add voui organization.

EPA

Organization
ID

Organization
Name

Address

City

State

ZIP
Code

15305

EPA AIRLINE

109 TW ALEXANDER DR

RTP

27711

15404

EPA 2

1200 PENN AVE

WASHINGTON

20460

17067

EPA

109 TW ALEXANDER DR

RTP

27711

17221

EPA

1310 LSTNW

WASHINGTON

20785

15536

EPA'S 2ND AIRLINE

109 TW ALEXANDER DRIVE

RTP

27711

17361

EPA Region 6

1445 Ross Avenue

Dallas

75202

15867

U.S. EPA

1200 PENNSYLVANIA AVE
NW

WASHINGTON

20460

22447

EPA Region 10

1200 6th Avenue

Seattle

98101

17381

EPA Test Company 1

123456 Test St.

Fairfax

22033

16378

EPA

123 MAIN ST

MAIN

11111

16472

EPA

2000 TRAVERWOOD DRIVE

ANN ARBOR

48105

16817

EPA

1310 L ST. NW

WASHINGTON

20005

Cancel

Exhibit 4-10: User and Organization Screen - Advanced Search (Part 2)

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Navigation: Select an organization by clicking the blue organization ID link in the 'Organization
ED' column.

Once an organization has been selected or created, you will be required to enter an email address
and phone number, with the option of entering a phone number extension and/or a fax number.
After entering in the required information, click the 'Submit Request for Access' button to
navigate to the 'Confirmation' screen:

Exhibit 4-11 shows a screen capture of the 'User and Organization- Advanced Search' screen
(Part 3):

Security Question i * please *

Security Answer 2 *

Security Question 3 * *

Security Answer 3 *

Part 7 Organization Info
CPA

1310 L ST NW
WASHINGTON, DC, US
20785

Email *

Re enter Email *

Phone Number *

Phone Number Ext
Eax Number

Wrong organization information? Back to SeathEea/fts. Use advanced <«arth at truest that vw.atkl wjuutaanlzatlon.

| Submit Hpgwaf for ftccea
GHKEi

Exhibit 4-11: User and Organization Screen - Advanced Search (Part 3)

Navigation: Enter an email address and phone number in the required fields.

4.4.3.2 Request to Add Organization

If an organization does not appear in the basic or advanced search results, you have the option to
request the addition of another organization. Both international and domestic organizations can
be added. The fields will differ based on the location of the organization that you request to add.

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If you no longer wish to add an organization, click the 'Back to Search Results' link to navigate
back to the search results.

This feature will collect the following information for U.S. organizations (see Exhibit 4-12):

• Organization Name (required)

• Country (required)

• Mailing Address (required)

• Mailing Address 2

• City (required)

• State (required)

• ZIP/Postal Code (required)

• Email (required)

• Re-enter Email (required)

• Phone Number (required)

• Phone Number Ext

• Fax Number

This feature will collect the following information for Canadian organizations:

• Organization Name (required)

• Country (required)

• Mailing Address (required)

• Mailing Address 2

• City (required)

• Province (required)

• ZIP/Postal Code (required)

• Email (required)

• Re-enter Email (required)

• Phone Number (required)

• Phone Number Ext

• Fax Number

This feature will collect the following information for all other international organizations:

• Organization Name (required)

• Country (required)

• Mailing Address (required)

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• Mailing Address 2

• Mailing Address 3

• Mailing Address 4

• City (required)

• ZIP/Postal Code (required)

• Email (required)

• Re-enter Email (required)

• Phone Number (required)

• Phone Number Ext

• Fax Number

After all required fields have been completed, click the 'Submit Request for Access' button to
complete your request. After your user account has been activated, the requested organization
will be added to the CDX system. The organization will be available in subsequent searches by
organization ID only, unless the organization has been verified by the help desk, RMAM, or
LexisNexis.

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Exhibit 4-12 shows a screen capture of the 'User and Organization - Request to Add
Organization' screen:

Security Question 3 * -Pteas? setect- *

Security Answer 3 *

Pari 2 Organization Into
Organization Nat lie *

Country * UNITED STATES

Mailing Address '

Mailing Address 2
City ¦

State * Please Select- T

ZIP/Postal Code *

Email *

Re-enter ErnaH *

Plione Number •

Phone Number Ext
Fax Number

Back to SbwJi Reoifts

Exhibit 4-12: User and Organization - Request to Add Organization Screen
Navigation: Enter information into the required fields.

4.4.4 Confirmation Email

Once you have submitted your core registration information and reached the 'Confirmation'
screen, an email will be sent to the email address you entered for the organization that you
registered for on the 'User and Organization' screen (see Exhibit 4-13). The email will contain
the account confirmation and the additional instructions. Once you receive the email, click the
activation link. The link will take you to the CDX login screen where you will be asked to enter
your user ID and password.

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Exhibit 4-13 shows a screen capture of the Confirmation Email:

B B

' * 4 I Core Registration Email Verification Request (DEV) - Message (Plain Text)
Message

X
~

File !

From:
To:

¦ helpdesk@epaccbc.net

Sent: Mon 3/9/2015 10:40 AM

Subject

Core Registration Email Verification Request (DEV)

You have successfully created an account with the EPA Central Data Exchange (CDX). ¦¦

In order to complete your registration and begin using the system, you will need to confirm your account by clicking the hyperlink below and successfully logging in.
You will need to enter the UserlD (JANEDOE11) and Password that were selected during the registration process.

https://dev.epacdx.net/ReRistration/EmailValidation?code=340b291a-5a8d-44ea-83d4-6blf7aed8b24
If you click the link and it appears to be broken, please copy and paste it into a new browser window.

Once you have successfully logged into your account, you may be required to provide additional information. Any additional information will need to be completed
before you are able to access your Program Service.

Please do not respond to this message. If you have questions concerning this request, you may contact us by email at helpdesk(5)epacdx.net or by calling the CDX
Technical Support Staff through our toll free telephone support on 888-890-1995 between Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For
International callers, the CDX Help Desk can also be reached at (970) 494-5500.

Sincerely
CDX Help Desk

United States Environmental Protection Agency - Central Data Exchange

Exhibit 4-13: Confirmation Email
4.5 Logging in to MyCDX for New Users

Once you have clicked the activation link in the confirmation email, you will be taken to the
CDX login screen (see Exhibit 4-14). If you try to log in prior to clicking the confirmation link,
you will be taken to the user account completion screen where you can request another
verification email to be sent to the email address on file (see

Exhibit 4-15). If you enter the wrong validation code, or if the validation code has expired, an on-
screen message will appear notifying you to contact the CDX Help Desk (see Exhibit 4-16).

After the correct information is accurately entered, you will be taken to the next screen to
complete PSP's registration requirements.

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Exhibit 4-14 shows a screen capture of the 'CDX Login' screen:

vvEPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDX; Central Data Exchange
Log In

User ID
Password

Warning Notice

In proceeding and accessing U.S. Government information and information systems, you acknowledge that you folly understand and consent to all

of the following:

1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;

2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;

3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;

4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;

6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized device, to include
non-U.5. Government owned devices, that stores U.S. Government Information;

8. you may not process or store classified national security information on this computer system.

Exhibit 4-14: CDX Login Screen

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 4-15 shows a screen capture of the 'Resend Verification Email' screen:

-SEPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDX= Central Data Exchange " 0noC

Complete Core Registration Process

This account has not been activated. For verification and security reasons, you will need to confirm a valid email address before
using CDX. Please check the email address (cdxtester@gmail.com) used during registration for a message from
helpdesk@epacdx.net. If you did not receive the activation e-mail, please check your Spam or Junk mail folders.

Click to resend verification e-mail

If you are still encountering issues, please contact the help desk at 888-890-1995 or (970) 494-5500 for International callers.

Exhibit 4-15: Resend Verification Email Screen

Exhibit 4-16 shows a screen capture of the 'Validation Code Not Found' screen:

oEPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDXc Core CDX Registration

S Contact Us

Logged in as JANED0E11 (Log out)

Validation Code could not be found.

The validation code is no longer valid.

For Web Submission Support, two support options are available:

By Telephone:

Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at 888-890-1995 or
(970) 494-5500 for International callers.

By E-mail:

Send e-mail to Technical Support at helpdesklaieDacdx.net.

Exhibit 4-16: Validation Code Not Found Screen

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5 Additional Verification

After you log into CDX from the activation link, you will be redirected to the screens for the
additional information required for your PSP role.

5.1 Identity Verification Process

You will be given the option to use the electronic identity verification process (see Exhibit 5-1)
or the paper identity verfication process. The CDX registration process provides an electronic
identity verification service through LexisNexis, which is a third-party service that verifies a
user's identity. If you choose to proceed with the electronic verification process, click the check
box and click the 'Proceed to Verification' button.

The LexisNexis service will launch a new window, which navigates a user away from CDX to
collect additional Personally Identifiable Information (PII) that CDX does not store or use. If you
choose not to utilize LexisNexis and click the 'sign the paper form' link (see Exhibit 5-1), CDX
will proceed to the paper processing option and instruct you to print, sign, and mail identity
proofing documentation.

The 'LexisNexis Data Collection' window will display fields for a user to enter in PII
information (see Exhibit 5-2). You must provide the necessary PII for LexisNexis to complete
the identity validation.

You will be redirected back to CDX after submitting the information and one of the following
scenarios will occur:

1. You successfully validate to the minimum standards. After clicking the 'Continue'
button, the system will direct you to set your 20-5-1 questions and allow you to
electronically sign the ESA (see Section 5.2.1),

2. You unsuccessfully validate to the minimum standards after clicking the 'Continue'
button. If your user identity proofing failed, you can only sign the paper ESA.

3. You choose to sign the paper ESA by clicking the 'Continue' button without submitting
the LexisNexis form and clicking the paper ESA link (see Exhibit 5-3).

4. You choose to discontinue the registration process by clicking the 'Cancel' button on the
'Additional Verification' screen (see Exhibit 5-1). You will be sent the paper ESA in
your MyCDX inbox. You must contact the CDX helpdesk for further information to
obtain access to the program role requested.

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Exhibit 5-1 shows a screen capture of'CDX Registration: Additional Verification' screen:

The program you are registering for requires additional proof of identity. Your options are to use LexisNexis®, an independent
3rd-Party electronic identity proofing service or to print and submit a signed form through U.S. Postal Mail to the U.S.
Environmental Protection Agency.

Note: By clicking [Proceed to Verification] you understand the service is voluntary and that you are validating personally
identifying information including the last 4 digits of SSN against a 3rd-Party service LexisNexis®, which will return evidence of
validation of your personally identifying information back to the U.S. Environmental Protection Agency. The U.S. EPA will not
collect or retain sensitive, personally identifying information such as your Social Security Number (SSN); however, EPA will receive
evidence of identity validation which may be used to identify you for legal purposes.

You may sign the paper form if you do not want to use the automatic verification process.

Note: You will receive a limited number of attempts to complete identity verification. Please review all personal
information carefully prior to submitting. If you need to modify the personal information listed below, please
contact the CDX Hel» Desk.

First Name: John
Last Name: Doe

~ I have reviewed the name presented above and I would like to proceed with LexisNexis. Additional LexisNexis Identity Proofing
Guidance

CDX? CDX Registration: Additional Verification

S Contact Us

Logged in as CDXTESTUSER3 (Loo out)

f^ti

Exhibit 5-1: CDX Registration: Additional Verification Screen

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 5-2 shows a screen capture of the 'LexisNexis Data Collection' pop-up window:

LexisNexis Verification for EPA - Google Chrome M b -IJ?- J,

Q https;//s ecu re.accu ri nt. co m/a pp/b ps/epa

LexisNexis*

Verification for EPA

* Required Fields
Authorized Representative

Last Name *

First Name *

Dos

Jane

Home Address *

Middle Name SSM(Last4j'

Home City*

Home State"

- State -

Home Phone

Date of Birth *

Nome Zip *

Exhibit 5-2: LexisNexis Data Collection Pop-Up Window

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 5-3 shows a screen capture of the 'LexisNexis Results' screen:

A EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

coy- CDX Registration: Additional Verification
LexisNexis® Results

1. Identity Verification y 2. Electronic Signature Agreement

B Contact Us

Logged in as CDXTESTUSER3 (Log out)

Please click Continue to complete registration.

Exhibit 5-3: LexisNexis Results Screen

Exhibit 5-4 shows a screen capture of the 'LexisNexis Results (without Verification)' screen:

A EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDXc CDX Registration: Additional Verification
LexisNexis® Results

S Contact Us

Logged in as JANED0E1111 (Loo out)

1. Identity Verification y 2. Electronic Signature Agreement

Please click Continue to complete registration.

If you have accidentally closed the window, you can click here to reopen it.
If you wish to sign a Paper ESA, you can click here.

Exhibit 5-4: LexisNexis Continuing Without Verification Screen

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 5-5 shows a screen capture of the 'Electronic Signature Agreement' screen:

vvEPA

. United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX; CDX Registration: Additional Verification

8 Contact Us

Logged in as CDXTESTUSER3 fLoo outi

1. Identity Verification O y 2. Electronic Signature Agreement

You have failed LexfsNexis identity proofing. Please proceed to print, sign and mail the paper Electronic Signature Agreement
below or contact the CDX Help Desk for assistance.

Paper CDX Electronic Signature Agreement

The CDX electronic signature agreement (ESA) is an agreement between yourself and CDX that will authorize your electronic signature. By signing the ESA you agree to
adhere to the conditions listed on the agreement below. Once the ESA has been signed, you will be authorized to sign and/or encrypt information for your data flow. For
any questions regarding the CDX ESA please contact the CDX Help Desk.

U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT

In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic
documents submitted to EPA's Central Data Exchange (CDX). and as a representative for:

Electronic Signature Holder Company Information

Organization Name:

TEST

Address:

TEST

test

City, State. Zip:

TEST. VA 00000

Province:

Country:

Phone Number:

(703) 227-7445

E-mail Address:

cckt ester@^ti ai 1. com

Registrant's Name:

Mr John Doe

CDX User Name:

CDXTES TU SERB

Sign Paper Form I Cancel

Exhibit 5-5: Electronic Signature Agreement Screen
5.2 CDX Electronic Signature Agreement (ESA)

If you do not have a current ESA, you will be prompted to sign an ESA, which can be signed
electronically or manually. The following sections provide more detail about each option.

5.2.1 Electronic CDX Electronic Signature Agreement (ESA)

CDX provides twenty questions to choose from which will help validate your identity. You will
be prompted to enter Cross-Media Electronic Reporting Regulation (CROMERR) questions after
you have successfully passed LexisNexis identity proofing or have been approved via the help
desk.

OPP CDX Pesticide Submission Portal Registration User Guide September 18, 2015

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You will choose five questions and provide answers for each. You will not be allowed to select
and provide duplicate questions or answers. The questions that you select should be easy for you
to remember, but difficult for someone else to guess. You will be required to answer one of these
five questions upon submitting any packages within PSP. You will be prompted with a question
randomly chosen by the system during the signing process. Important: It is important that your
remember the answers to these five questions. If you forget the answers and lock your account
after three unsuccessful tries, you will have to call the CDX Help Desk to reset the answers.

If you pass LexisNexis validation and choose to sign the ESA electronically, the system will
verify that the CROMERR 20-5-1 questions and answers have been set. If the questions and
answers were previously set, you will be directed to a page to view the ESA. If these have not
been set, you will be directed to a page to provide five questions and answers before proceeding
to the ESA page (see Exhibit 5-6). The questions must be completed before you can
electronically sign the ESA. Click the 'Save Answers' button after providing the questions and
answers. You will receive an email confirmation of your 20-5-1 questions to both your provided
email address and MyCDX inbox. Important: For security purposes, the answers to these
questions will not be sent to your MyCDX inbox or email address. It is important that your
remember the answers to these five questions. If you forget the answers and lock your account
after three unsuccessful tries, you will have to call the CDX Help Desk to reset the answers.

After you complete the 20-5-1 question process, review the ESA, and click the 'Sign
Electronically' button, the system will launch the CDX CROMERR widget. As part of the CDX
CROMERR widget process, you will be required to re-validate your user ID and password,
provide the answer to one of the 20-5-1 questions, and officially sign the ESA (see Exhibit 5-7,
Exhibit 5-8, and Exhibit 5-9).

When you officially sign the ESA, a copy of the ESA, along with your electronic signature, is
stored in the CDX CROMERR archives. A copy of the ESA is also sent to your MyCDX inbox.

If you choose the paper ESA process, the questions will not be displayed in CDX until your
program service role has been activated. After your role has been activated, you will be
prompted to provide your questions and answers before being able to navigate to the 'MyCDX'
landing page.

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Exhibit 5-6 shows a screen capture of the 'CROMERR 20-5-1 Question and Answer' on the
'eSIG-PIN Entry' screen:

&EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDXr Central Data Exchange
CDX Registration: Additional Verification

S Contact Us

Logged in as CDXTESTUSER1 (Loo out)

1. Identity Verification y 2. Electronic Signature Agreement

You are registered for a program that requires eSignature PIN Verification. Please select five (5) challenge questions and answers.
The questions that you select should be questions that you can remember, but difficult for anyone else to guess.

Select 5 Challenge Questions and Answers

What is the first and middle name of your oldest sibling? T

| What is your favorite vacation destination? T

] What is your favorite TV show? T

] What is the name of your home town newspaper? '

What is your favorite hobby? T

Save Answers

Exhibit 5-6: eSIG-PIN Entry CROMERR 20-5-1 Question/Answer Screen

Important: It is important that your remember the answers to these five questions. If you forget
the answers and lock your account after three unsuccessful tries, you will have to call the CDX
Help Desk to reset the answers.

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 5-7 shows a screen capture of the 'Electronic CDX ESA' screen:

A EPA

vu n United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX? CDX Registration: Additional Verification

S Contact Us

Logged in as CDXTESTUSER1 fLoo out)

1. Identity Verification V y 2. Electronic Signature Agreement

Electronic CDX Electronic Signature Agreement

U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT

Electronic Signature Holder Company Information

Organization Name:

TEST

Address:

TEST

City, State. Zip:

NOWHERE. AL 11222

Province:

Country:

Phone Number:

(703) 227-7445

E-mail Address:

jdoe@doe.com

Registrant's Name:

Mr John Doe

CDX User Name:

CDXTESTU SER1

Sign Electronically H Cancel

Exhibit 5-7: Electronic CDX ESA Screen

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 5-8 and Exhibit 5-9 show screen captures of the 'CROMERR eSignature Widget' pop-up
window:

CDX CDX Registration: Additional Verification

Electronic CDX Electronic Signature Agreement

The CDX electron

i regarding the CD

ternent (ESAj is an agreement between yourself and CDX that will authorize vt
n the sgreement belo v,, Once tbeESA has been signed, vou will be authorized
E ESA please contact the i '-1l

ure. By signing the E5A ,ou sgpee to
vpt Information for yflwr data flow, for

In accepting die electronic stgnatiin
documents submitted toEPA's Cent

Electronic Signature Holder Com

Organization Name
Address:

City State Zip

1 Province
Country
1 Phone Number
i E-mail Address
i Registrant's Name
CDX User Name-

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.

Accept ¦ Decline

PA)

_ -

Jeffrey, bromck'g cgifedeniLc
Mr John Doe
CDXTESTUSER1

l electronic

Exhibit 5-8: CROMERR eSignature Widget (Screen 1)

OPP CDX Pesticide Submission Portal Registration User Guide

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CD>£ CDX Registration Additional Verification

Logged in as CDXTE5HJSER1 ilc

1. Identity Verification V > 2, Electronic; Signature Agreement

Electronic CDX Electronic Signature Agreement

The CDX *tectron1c signature agreement (ESA) '3 an agreement youtself and CDX that will authorize, voui -i-^tronic signatwe. B-. signing the ESA you agtee to

adhere to the conditions listed on the agreement below. Once the ESA has been signed, you vVili 5e authorized to sign and oi enciypt information for youi' data flow. For
any questions regarding the CDX ESA please contact the -:l" ^ t-1. >

eSignature Widget

1 .Log in to CDX
User:

CDXTESTUSER1
Password:

2.Answer Secret Question
Question:

What is your favorite hobby?
Answer:

3.Sign File

Sign

••••••••

hobby

Welcome 3ohn Doe

Correct Answer

E-mail Address

jeffrev broiuck d cgifederai.com

Registrant'^ Name

Mr John Doe

; CDX User Name:

CDXTESTUSER1

5.2 2

Exhibit 5-9: CROMERR eSignature Widget (Screen 2)
Paper ESA

If you do not wish to leverage the LexisNexis process or are unable to be properly validated to
meet the minimum requirements, you will be required to follow the existing paper ESA process.
The paper process allows you to print the ESA, provide a wet ink signature, and mail the signed
ESA to EPA. A copy of the ESA form will be saved in your CDX 'Inbox' for future reference
and reprinting.

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Exhibit 5-10 shows a screen capture of the 'Paper CDX ESA' pop-up window:

CD>

You hs
below,

Iii^e

dCK\

ELeij

jOijj

\.M
i *3

Pro
| Cot
I P liO
I E-d
ReS
CD

U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT

In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign
electronic documents submitted to EPA's Central Data Exchange (CDX). and as a representative for:

Electronic Signature Holder Company Information

Organization Name:

TEST

Address:

TEST

test

City. State. Zip:

TEST. VA 00000

Province:

Country:

Phone Number:

(703) 227-7445

E-mail Address:

c(&test@gnail. com

Registrant's Name:

Mr John Doe

CDX User Name:

CDXTESTUSER3

(Name of Electronic Signature Holder)

(1) Agree to protect the electronic signature credential, consisting of my Central Data Exchange (CDX) user
identification and password, from use by anyone except me. Specifically. I agree to maintain the secrecy of the
password: I will not divulge or delegate my user name and password to any other individual: I will not store my
password in an unprotected location: and I will not allow my password to be written into computer scripts to
achieve automated logm.

(2) Agree to contact the U.S. EPA CDX Help Desk at 1-888-890-1995 as soon as possible, but no later than 24
hours, after suspecting or determining that my user name and password have become lost, stolen or otherwise
compromised.

(3)1 agree to notify CDX within ten working days if my duties change and I no longer need to interact with the
CDX on behalf of my organization. I agree to make this notification by notifying the CDX Technical Support staff
at 1-888-890-1995 orhelpdesk@epa.gov.

(4) Understand that I will be informed through my registered electronic mail (e-mail) address whenever my user
identification or password have been modified.

(5) Understand that CDX reports the last date my user identification and password were used immediately after
successfully loggmg into CDX.

Exhibit 5-10: Paper CDX ESA Pop-Up Window

5.3 RMAM Approval

For PSP, a user must wait for a RMAM, an individual responsible for the approval of program
service role access requests, to grant access to the role. In this case, the user will not be able to
do anything beyond entering registration information. If you have any issues waiting for the
approval, you will need to reach out to the point of contact for PSP.

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5.4 Registration Notifications

After completing the registration process, you will receive confirmation of successful registration
(see

Exhibit 5-11). If you choose the paper ESA option, you will receive a confirmation email when
your role has been approved (see Exhibit 5-12).

Exhibit 5-11 shows a screen capture of a 'CDX Registration' email after you have successfully
registered with CDX:

S3 P

¦ u

CDX Registration Status Change (DEV) - Message (Plain Text)

- ~

File ]

Message

From:
To:

¦ helpdesk@epacdx.net

Sent: Tue 3/10/2015 103

3 AM

Cc:

Subject:

CDX Registration Status Change (DEV)

Your Central Data Exchange (CDX) CDX Role has been activated by EPA.

CDX Registration Homepage
https://dev.epacdx.net

Exhibit 5-11: CDX Registration - Role Activation Email

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 5-12 shows a screen capture of the 'CDX Registration' email after you have changed a
role status or have successfully created an account with CDX and are awaiting approval:

sail p

H -

CDX Registration Status Change (DEV) - Message (Plain Text)

_ ~ X

File l

Message

v <">

From:
To:

¦ helpdesk@epacdx.net

Sent: Tue 3/10/2015 11:46 AM

Cc:

Subject:

CDX Registration Status Change (DEV)

You have successfully created an account with EPA Central Data Exchange (CDX). You will be notified by e-mail when the account has been activated.

CDX Registration Homepage
https://dev.epacdx.net

Exhibit 5-12: CDX Registration - Role Status Change Email

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5.5 Access PSP

Once your account has been activated, you can access PSP via the 'Primary Submitter' or
'Submitter' role link within the 'Role' column on the 'MyCDX' page (see
Exhibit 5-13 below).

A EPA

» * United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX; Central Data Exchange

S Contact Us

Logged in as JOHNDOE3 (Loo out)

MyCDX

Inbox

My Profile

Role Sponsorship

Submission History

Services fig Manage

CDX Service Availability

Status ~ Proaram Service Name » Role »

See the status for all proaram services

& PSP: Pesticide Submission Portal 1 Primary Submitter 1

News and Updates

No news/updates.

Add Program Service ¦ Manage Your Program Services

EPA Home Privacy and Security Notice Accessibility

CDX Help Desk: 888 890-1995 | (970) 494 5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us

Exhibit 5-13: Access PSP

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6 Managing User and Organization Information

Once you have entered registration information and activated the user account, you may perform
various functions such as adding additional organizations to a username, modifying user
information, or adding additional program services to a username.

6.1 Managing Organization Information

If necessary, a user is able to add additional organizations that may be associated with a
username. The new organization will then be added to the 'Organization Details' section. During
subsequent logins, a user will be able to select the organization for which they would like to
submit for.

To add additional organizations to a username, click the 'Modify User / Organization
Information' button on the 'My Profile' tab that displays after logging in. A user can then choose
to either search for an existing organization to add or request a new organization to be added. If a
user chooses to add a new organization, populate the required organization contact information
and click the 'Submit Request for Access' button.

The additional organization then displays in the 'Organization Details' section of the 'My
Profile' page.

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Exhibit 6-1 shows a screen capture of the 'My Profile' screen:

A EPA

United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX; Central Data Exchange

25 Contact Us

Logged in as CDXTESTUSER1 (Loo out)

MyCDX Inbox

My Profile

Role Sponsorship Submission History

User Information
User ID
Name

Last Updated
Registration Date
Security Question 1
Security Question 2
Security Question 3

CDXTESTUSER1

Mr John Doe

3/10/2015 11:57:30 AM

3/10/2015 10:10:55 AM

What was your childhood nickname?

What school did you attend for sixth grade?

In what city does your nearest sibling live?

Organization Information

Primary Organization = P

Org. ID

Name

Address

17881

CDX Test Org

123 Main St, Virginia Beach, VA, US 23462

[ Modify User / Organization Information

Manage Your Program Services

Exhibit 6-1: My Profile Screen

OPP CDX Pesticide Submission Portal Registration User Guide September 18, 2015

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Exhibit 6-2 shows a screen capture of the 'Modify User/Organization Information' screen (Scroll

1):

e ppA

* 0 LI United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDY~ Central Data Exchange

MyCDX Inbox

My Profile

Role Sponsorship Submission Histoiy

CDXTE5TUSER1 Lhancie Password
Mr John Doe

Essential information is marked with an asterisk(*)

Part 1: User Information

Description of Fields©

User ID
Name

Security Question 1 *

Security Answer 1 *

Security Question 2 *

Security Answer 2 *

Security Question 3 *

Security Answer 3 *

a Contact Us

Logged in as CDXTESTUSER1 (Loo out)

What was your childhood nickname? »

What school did you attend for sixth grade? T

In what city does your nearest sibling live? *

Save User Information

Part 2: Organization Details
Current Organizations

Click the organization name to view or modify organization information.

Primary Organization =

> CDX Test Org (17881) dP

Exhibit 6-2: Modify User/Organization information Screen (Scroll 1)

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Exhibit 6-3 shows a screen capture of the 'Modify User/Organization Information' screen (Scroll

2):

Security Question 2 * | what school did you attend for sixth grade? T j

Security Answer 2 *

Security Question 3 * [ jn what city does your nearest sibling live? T

Security Answer 3 *

Save User Information

Part 2: Organization Details
Current Organizations

Click the organization name to view or modify organization information.

Primary Organization = sP
> CDX Test Org (17881) &

Part 3: Organization Information
New Organization

New organizations can be added to your profile. Search for your organization using the text box below.

Deactivate User Account ¦ Back to MyCDX

Exhibit 6-3: Modify User/Organization Information Screen (Scroll 2)

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 6-4 shows a screen capture of the 'Modify User/Organization Information - Add
Organization' screen (Scroll 3):

Part 3: Organization Information
New Organization

Organization Name '
Country *

Mailing Address *
Mailing Address 2
City*

State *

ZIP/Postal Code *
Email *

Re-enter Email *
Phone Number *
Phone Number Ext
Fax Number

UNITED STATES

-Please Select-

Back to Search R^ults I Submit Request for Access

Deactivate User Account ¦ Back to MyCDX

Exhibit 6-4: Modify User/Organization Information Screen (Scroll 3)

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6.2 Add PSP to an existing CDX Account

Users may need to submit forms under several different program services. The following
sections provide more details regarding how multiple program services can be added.

6.2.1 Adding Program Services

You may add a program service, such as PSP, and associate a program service with a current
organization or a new organization.

CDX provides twenty questions to choose from which will help validate your identity. You will
be prompted to enter CROMERR questions after you have successfully passed LexisNexis
identity proofing or have been approved via the help desk.

You will choose five questions and provide answers for each. You will not be allowed to select
and enter duplicate questions or answers. The questions that you select should be easy for you to
remember, but difficult for someone else to guess. You will be required to answer one of these
five questions upon submitting any forms that utilize the CROMERR widget for electronic
signatures. You will be prompted with a question randomly chosen by the system during the
signing process.

If you pass LexisNexis validation and choose to sign the ESA electronically, the system will
verify that the CROMERR 20-5-1 questions and answers have been set (see Section 5.2.1), If the
questions and answers were previously set, you will be directed to a page to view the ESA (see
Exhibit 6-10). If these have not been set, you will be directed to a page to provide five questions
and answers before proceeding to the ESA page. The questions must be completed before you
can electronically sign the CDX ESA or sponsor letter. You must click the 'Save Answers'
button after providing the questions and answers. You will receive an email confirmation of your
20-5-1 questions to both your provided email address and CDX inbox.

When you officially sign the ESA, a copy of the ESA, along with your electronic signature, is
stored in the CDX CROMERR archives. A copy of the ESA is also sent to your CDX inbox.

Important: If you have already passed identity proofing with another program service and
organization, you will not have to pass LexisNexis verification again. You will instead be
navigated to signing an ESA for the new organization and role (see Exhibit 6-10). After signing
the ESA, you will be able to access PSP.

Important: If you are adding PSP to an organization for which you have already signed an ESA,
you may not have to sign an ESA again (since the identity proofing requirements for each

OPP CDX Pesticide Submission Portal Registration User Guide

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program service may be the same). In this case, after clicking the 'Submit Request for Access'
button on the 'Organization Information' screen (see Exhibit 6-9), you will be navigated to the
'Manage Program Services' screen. You will receive a message stating that the program service
has been successfully added to your organization, and you will be able to access PSP.

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Exhibit 6-5 shows a screen capture of the 'MyCDX' screen:

oEPA

k#i_» n United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX- Central Data Exchange

8 Contact Us

Logged in as CDXTESTUSER1 f Log out)

MyCDX

Inbox

My Profile Role Sponsorship Submission Histoiy

Services

CC Manage

Status

» Proaram Service Name

* Role '

CSPP: Submissions for Chemical
Safety and Pesticide Programs

Primary Agent/Consultant

CSPP: Submissions for Chemical
Safety and Pesticide Programs

Primarv Authorized Official

Add Program Service I Manage Your Program Services

CDX Service Availability

See the status for all program services

News and Updates

CDX: CDX Web will now utilize a brand new
responsive layout. This will allow for a dynamic
display depending on how CDX is accessed.
Whether through a mobile device, a tablet, or a
desktop browser, the site will automatically adapt
for optimal viewing on any screen.

September 04 2014

Exhibit 6-5 MyCDX Screen

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Exhibit 6-6 shows a screen capture of the 'Manage Program Services' screen:

Exhibit 6-6: Manage Program Services Screen

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Exhibit 6-7 shows a screen capture of the 'Program Service' screen:

vvEPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDX? Edit Account Profile

S Contact Us

Logged in as JOHNDOE2 (Log out)

3. Organization Information

Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQ5, or
Clean Air Act).

Active Program Services List

psp

PSP: Pesticide Submission Portal

EPA Home Privacy and Security Notice Accessibility

COX Help Desk: 888-890-1995 | (970) 494-5500 for International callers
About COX | F requently Asked Questions | Terms and Conditions | Contact Us

Exhibit 6-7: Program Service Screen

6.2.2

Request Role Access

After selecting PSP on the 'Program Service' screen, the next step will be to select 'Primary
Submitter' as the role. Again, you may only register as a Primary Submitter; the Submitter role
must receive a sponsorship request and cannot register through this method.

After selecting your role, enter the EPA OPP Company Number that you will submit for.

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 6-8 shows a screen capture of the 'Role Access' screen:

O CDA

I™ I United States Environmental Protection Agency

Home Al>oul Recent Announcements Terms and Conditions FAQ Help

CDXr Edit Account Profile

1. Program Service ~

3. Organization Information

Registration Information

Program Service
Role

Pesticide Submission Portal
Not selected

S Contact Us

Logged in as JOHNDOE2 (Loo out)

Select a role from the drop down list and provide any required additional information, if applicable.
Select Role Primary Submitter •

Enter your Company Number

Company Number * 555

Request Role Access ¦ Cancel

EPA Home Privacy and Security Notice Accessibility

COX Help Desk: 888-890-1995 | (970) 494-5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us

Exhibit 6-8: Role Access Screen
6.3 Organization Information

The 'Organization Information' screen is the last step in adding a new program service. Click the
'Select a Current Organization' radio button to select and organization already associated with
your account or click the 'Request to Add an Organization' radio button to search for an
organization to add.

After all required fields have been completed, click the 'Submit Request for Access' button to
complete your request.

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Exhibit 6-9 shows a screen capture of the 'Organization Information' screen:

A EPA

~ ~ M m United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions

FAQ

Help

CDX- Edit Account Profile

r \

1. Program Service ~

k- s

¦ 3. Organization Information

Registration Information

Program Service Pesticide Submission Portal

Role Primary Submitter

• Select a Current Organization
Request to Add an Organization

Select an organization from the dropdown list.

TestOrg 198800 (6335 Main St, 33, Fairfax, VA, US 22030) '

COX Help De

EPA Home Privacy and Security Notice Accessibility About CDX

Exhibit 6-9: Organization Information Screen

2 Contact Us

Loqqed in as JOHNDOE2 (Log out)

esk: 888 890 1995 | (970) 494-5500 for International callers
| Frequently Asked Questions | Terms and Conditions | Contact Us

OPP CDX Pesticide Submission Portal Registration User Guide

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Exhibit 6-10 shows a screen capture of the 'Electronic Signature Agreement' screen:

&EPA

IhI m m United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDXr CDX Registration: Additional Verification

25 Contact Us

Logged in as CDXTESTUSER1 fLoo out)

1. Identity Verification^ y 2. Electronic Signature Agreement

Electronic CDX Electronic Signature Agreement

U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT

Iii accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic
documents submitted to EPA's Central Data Exchange (CDX). and as a representative for:

Electronic Signature Holder Company Information

Organization Name:

TEST

Address:

TEST

City. State. Zip:

NOWHERE. AL 11222

Province.

Country:

Phone Number:

(703) 227-7445

E-mail Address:

jdoe@doe.com

Registrant's Name:

Mr John Doe

CDX User Name:

CDXTESTUSER1

Sign Electronically I Cancel

Exhibit 6-10: Electronic Signature Agreement Screen

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Exhibit 6-11 shows a screen capture of the 'Application Profile Settings' screen that is displayed
if a user is registered for multiple organizations under the same program service:

Exhibit 6-11: Application Profile Settings Screen

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7 Manage Program Services and Add Additional EPA OPP Company
Numbers

You can access the 'Manage Program Services' screen by clicking the hyperlink above the table
listing your program service roles on the 'MyCDX' tab (see Exhibit 7-1).

The 'Manage Program Services' link allows you view all of your roles in the system for your
specific organization as well as the current statuses of these roles (e.g., active, awaiting approval,
deactivated). You can also request to add new roles and program sendees to an existing
organization.

From this page, you will have the option to edit or deactivate the roles in the list. If you
deactivate a role in the list, you must provide confirmation in the pop-up window (see Exhibit
7-2). The 'OK' button will deactivate the chosen role. The 'Cancel' button will close the pop-up
box and no action will be taken. Once a role has been deactivated, it cannot be reactivated and
you will need to request to add the role to the program service again.

You may add another role for a program flow that you are already associated to by clicking the
'Request New Role' link next to the existing flow, which will take you to the screen seen below
(see Exhibit 7-3). You will have to choose 'Primary Submitter' and will be allowed to enter
another EPA OPP Company Number. Note: You can add multiple EPA OPP Company Numbers
to your company via this method.

Exhibit 7-1 shows a screen capture of the 'Manage Program Services' screen:

&EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDXr Central Data Exchange
You are here: MyCDX» Manage Program Services

S Contact Us

Logged in as JOHNDOE3 (Loo out)

Manage Program Services

Add Program Service H Back to MyCDX

[Expand All] [Collapse All]

EPA AIRLINE, 109 TW ALEXANDER DR, RTP, NC, US 27711, (333) 333-3333

0 PSP: Pesticide Submission Portal

EPA Home Privacy and Security Notice Accessibility

COX Help Desk: 888 890-1995 | (970) 494 5500 for International callers
About COX | Frequently Asked Questions | Terms and Conditions | Contact Us

Exhibit 7-1: Manage Program Services Screen

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v>EPA

United States Environmental Protection f
Home About Recent Announcement:

CD>t Central Data Exchange

The page at https://dev.epacdx.net says:
Are you sure you want to deactivate this role?

Cancel

You are here: MvCDX» Manage Program Sen/Ices

a Contact Us

Logged in as CDXTESTUSER1 fLoa oufj

Manage Program Services

Add Program Service ¦ Back to MyCDX

[Expand All] [Collapse All]

CDX Test Org, 123 Main St, Virginia Beach, VA, US 23462, (703) 227-7445
0 CSPP: Submissions for Chemical Safety and Pesticide Programs

O Request New Role

Role

Program ID

Status

Details

Primary Authorized Official

Facility ID: 82472

Active (Deactivate)

Manage Facilities

Primary Agent/Consultant

Awaiting Sponsorship

TEST, TEST, NOWHERE, AL, US 11222, (703) 227-7445

S CSPP: Submissions for Chemical Safety and Pesticide Programs

Exhibit 7-2: Deactivation Confirmation Pop-up Window

OPP CDX Pesticide Submission Portal Registration User Guide September 18, 2015

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Exhibit 7-3 shows a screen capture of the 'Request a New Role' screen:

CDXr Central Data Exchange

You are here: MvCDX» Manage Program Services» Request a New Role

S Contact Us

Logged in as JOHNDOE3 (Log out)

Request a New Role

Registration Information

Organization Name

EPA AIRLINE

Program Service

Pesticide Submission Portai

Role

Not Selected

Select a role from the drop down list and provide any required additional information, if applicable.

Primary Submitters can submit on behalf of their company. Primary Submitters are also responsible for allowing other Submitters
within the company. Each company can have multiple Primary Submitters.

Select a Role Primary Submitter

Enter your Company Number

Company Number * 444

Add Selected Role H Back

EPA Home Privacy and Security Notice Accessibility

CDX Help Desk: 888 890 1995 | (970) 494-5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact lis

Exhibit 7-3: Request a New Role Screen

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8 PSP Role Sponsorship

Primary Submitters can sponsor Submitters to submit PSP packages on behalf of their company.
Sponsorship can only be initiated by the Primary Submitter, and both the Primary Submitter and
Submitter will have to review and accept the sponsorship request.

8.1 Role Sponsorship

As a Primary Submitter, click the 'Role Sponsorship' tab to identify a new or current user who
will serve as a Submitter.

The 'Role Sponsorship' screen displays various options available, including initiating the role
sponsorship process, approving/denying sponsorship requests, and viewing/modifying existing
privileges.

Exhibit 8-1 shows a screen capture of the 'Role Sponsorship' screen:

AEPA

United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX; Central Data Exchange

MyCDX ] I Inbox My Profile

S Contact Us

Logged in as CDXTE5TIJSER1 (Log out)

Role Sponsorship

Submission History

You are here: Role Sponsorship Tools
Role Sponsorship Tools

Tool

Description

Role SoonsorshiD/Invitation

Initiate and inform users of request to authorize service access

Pendlna Soonsorshio Reauests

list and approve/deny requests for service access

Access Manaoement

View and/or modify existing privileges

Exhibit 8-1 Role Sponsorship Screen

8.2 Role Sponsorship/Invitation

The 'Role Sponsorship/Invitation' screen is the next step in identifying a user to sponsor as a
Submitter for PSP.

In the 'Step 1: Recipient Information' field set, a Primary Submitter enters the email address of
the user to sponsor as a Submitter

In the 'Step 2: Sponsorship Information' field set, a Primary Submitter selects PSP and selects
'Submitter' from the 'Role' drop-down menu.

Click the 'Submit' button to navigate to the 'Role Sponsorship Review' screen (see Exhibit 8-3).

OPP CDX Pesticide Submission Portal Registration User Guide September 18, 2015

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CDJfr

Exhibit 8-2 shows a screen capture of the 'Role Sponsorship/Invitation' screen.

v>EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDX? Central Data Exchange

Inbox

S Contact Us

Logged in as CDXTESTUSERl (Loo out)

MyCDX

My Profile

Role Sponsorship

Submission History

You are here: Role Sponsorship Tools» Role Sponsorship/Invitation

Role Sponsorship

The asterisk (*) denotes a required field.

Step 1: Recipient Information

Provide the emaii address of the user you wish to
sponsor. If the user does not already exist in CDX,
you can either try a different email address or invite
the new user to create a CDX account.

Email *

Step 2: Sponsorship Information

Provide the information for the role you wish to
sponsor.

Program Service *

Submit ¦ Rack

Exhibit 8-2: Role Sponsorship/Invitation Screen

8.2.1

Role Sponsorship Review

The 'Role Sponsorship Review' screen di splays the details of the role sponsorship, including the
program service, user role, and email address of the identified Submitter.

The Primary Submitter will indicate whether the provided email address is correct or incorrect
and provide updates if necessary.

To proceed with the role sponsorship process, select the 'Yes, the provided email address is
correct' radio button and click the 'Submit' button. If you select the 'No, the provided email
address is incorrect and must be updated' radio button, click the 'Back' button and re-enter the
agent/consultant user information. A pop-up window displays to confirm the email address of the
specified Submitter (see Exhibit 8-4). You must enter the email address of the specified
Submitter before the application generates the email invitation. Multiple confirmations are
required to confirm email address accuracy.

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Click the 'Confirm' button to generate an email that will be sent to the identified Submitter. The
Submitter will receive an email to review or cancel the sponsorship request (see Exhibit 8-5). As
a Primary Submitter, you will be sent a copy of this email for your records (see Exhibit 8-6).
Click the 'review this sponsorship' link within the email to generate the 'Sponsorship
Information' screen. Click the 'cancel this sponsorship request' link within the email to cancel
the sponsorship request (see Exhibit 8-5).

Exhibit 8-3 shows a screen capture of the 'Role Sponsorship Review' screen:

v=,EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDX? Central Data Exchange

MyCDX 11 Inbox 11 My Profile

S Contact lis

Logged in as CDXTESTUSER1 (Log out)

Role Sponsorship

Submission History

You are here: Role Sponsorship Tool5» Role Sponsorship/Invitation» Role Sponsorship/Invitation Review

Role Sponsorship Review

Registration Information

Program Service

Role

Submissions for Chemical Safety and Pesticide Programs

Primary Agent/Consultant

john.doe@test.com

Yes, the provided email address is correct.

No, the provided email address is incorrect and must be updated.

Exhibit 8-3: Role Sponsorship Review Screen

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Exhibit 8-4 shows a screen capture of the 'Email Confirmation' pop-up window:

AEPA United Slates BiwnOTTKntai detection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDX. Central Data Exchange

Lagged in as CDX I tb 1115ER1

MyCDX' Inbox! I My Profile

Rote Sponsorship

Submission History

You are here: } •

loois» Roll

hln/Invir.]tlf>n» Role Sportsarship/InvitaHon Review

Role Sponsorship Review

Program Service

Role

Yes, the provided
No, the provided e

Email Confirmation

Please confirm the provided email address before sending the invitation.
Email *

john.doe@test.com
Confirm Email *

Confirm ¦ Cancel

Exhibit 8-4: Email Confirmation Pop-Up Window

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Exhibit 8-5 shows a screen capture of the 'CDX Role Sponsorship Request' email that is
received by the Submitter:

Mr John Doe with registered email address
sponsor you for the Submitter role.

Program Service: Pesticide Submission Portal
Role: Submitter
Company Number: N/A

has requested to

You may review this sponsorship and follow the instructions after being redirected to the
CDX application.

You may cancel this sponsorship request.

Please do not reply to this message. If you have questions concerning this message, you
may contact CDX Help Desk by email at helpdesk@epacdx.net or by calling the CDX
Technical Support Staff through our toll free telephone support on 888-890-1995 between
Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For International callers, the
CDX Help Desk can also be reached at (970) 494-5500.

CDX Registration Homepage
https://dev.epacdx.net

United States Environmental Protection Agency - Central Data Exchange

Exhibit 8-5: CDX Role Sponsorship Request Email - Submitter

Exhibit 8-6 shows the copy of the request that is sent to the Primary Submitter:

Your request was submitted. Below is a copy of the email sent to the submitter you are sponsoring.

MrJoh n Doe with registered email address has requested to sponsor

you for the Submitter role.

Program Service: Pesticide Submission Portal
Role: Submitter
Company Number: N/A

Please do not respond to this message. If you have questions concerning this request, you may contact
us by email at helpdesk@epacdx.net or by calling the CDX Technical Support Staff through our toll free
telephone support on 888-890-1995 between Monday through Friday from 8:00 am to 6:00 pm
EST/EDT. For International callers, the CDX Help Desk can also be reached at (970) 494-5500.

Sincerely
CDX Help Desk

United States Environmental Protection Agency - Central Data Exchange

Exhibit 8-6: Copy of CDX Role Sponsorship Request Email - Primary Submitter

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8.2.2 Sponsorship Information

The 'Sponsorship Information' page displays when a potential Submitter clicks the 'review this
sponsorship' link within the Submitter sponsorship email. A potential Submitter has the option to
log into an existing account, or create a new account.

If a user chooses to create a new account, they should click the 'Create New Account' button on
the 'Sponsorship Information - Log-In' page (see Exhibit 8-7).

If a user chooses to log into an existing account, they should select the user ID from the 'User
ID' drop-down menu, enter the password, and click the 'Log In' button to log into their CDX
account. This displays an additional 'Sponsorship Information' page where a potential Submitter
must approve or reject a CDX official's request to view their contact information to sponsor
them for the corresponding Submitter role (see Exhibit 8-8).

Exhibit 8-7 shows a screen capture of the 'Sponsorship Information - Log-In' screen:

SEPA

United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help

CDXc Role Sponsorship Process
You are here: Role Sponsorship

Sponsorship Information

Program Service
Role

Company Number

Pesticide Submission Portal

Submitter

123

You have been sponsored for a CDX role. Since you have an existing account, you may enter your CDX user ID and password to
link the role to your account. If you do not already have a CDX account you may create a new one.

If you experience issues or need assistance with the sponsorship process, please call the CDX Help Desk toll-free line at 888-890-
1995. (970) 494-5500 for callers from Puerto Rico and Guam.

User ID
Password

Exhibit 8-7: Sponsorship Information - Log-In Screen

OPP CDX Pesticide Submission Portal Registration User Guide September 18, 2015

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Exhibit 8-8 shows a screen capture of the ' Sponsorship Information' screen:

SEPA

United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX- Role Sponsorship Process
You are here: Role Sponsorship» Role Sponsorship Review

B Contact Us

Logged in as ANDREW.TEST500 (Log out)

Sponsorship Information

Program Service

Pesticide Submission Portal

Role

Submitter

Company Number

123

A CDX official for the program service above is requesting to view your contact information to sponsor you for the corresponding
role. You may choose to approve or reject this request by making the appropriate selection below.

Approve ¦ Reject

EPA Home Privacy and Security Notice Accessibility

CDX Help Desk: 888 890-1995 | (970) 494-5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us

Exhibit 8-8: Sponsorship Information Screen

After clicking the 'Approve' button, the Submitter will be navigated to the 'Account
Registration' page where they will request access to the role (see

Exhibit 8-9). The potential Submitter should verify their user information on the 'Account
Registration' screen.

Important: The Submitter will not be able to change the company number in the 'Company
Number' field. This number is the company number of the sponsor that is sponsoring the
Submitter.

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Exhibit 8-9 shows a screen capture of the 'Account Registration' screen:

C ERA

^0 LmI United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions

FAQ

Help

CDX, Role Sponsorship Process mooedmasandrew.testsoo rumouti

You are here: Role Sponsorship» Role Sponsorship Review» Account Registration

Registration Information

Program Service Pesticide Submission Portal

Role Submitter

Provide any required additional information, if applicable.

P5P CDX Registration Guide

Submitters can submit on behalf of their company. Each company can have multiple Submitters
Select Role | Submitter T

Enter your Company Number
Company Number * 123

CDX He|p Desk: 888-890-1995 | (970) 494-5500 for Inter
EPA Home Privacy and Security Notice Accessibility About CDX | Frequently Asked Questions | Terms and

Exhibit 8-9: Account Registration Screen

After clicking 'Request Role Access,' the Submitter will be required to select a current
organization or request to add a new organization to submit for (see
Exhibit 8-10).

Note: This user guide can also be accessed via the 'PSP CDX Registration Guide' link on this
screen.

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Important: The Submitter must select the same company that the Primary Submitter is
sponsoring them for.

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Exhibit 8-10 shows the 'Organization Info' section.

Part 2: Organization Info

Select a Current Organization
~ Request to Add an Organization

TestOrgl 98800

6335 Main St
33

Fairfax, VA, US
22030

Email *

Phone Number *

Phone Number Ext
Fax Number

Wrong organization information? Back to Search Results. Use advanced search or request that we add vour organization.

Submit Request for Access

(333) 333-3333

Back

CDX Help Desk: 888-890-1995 I (970) 494-5500 for International callers

Exhibit 8-10: Submitter Selection of Organization

After selecting an organization and clicking the 'Submit Request for Access,' button, an email
will be sent to the Primary Submitter requesting their approval (see Exhibit 8-11). The Submitter
will also receive a copy of this email (see Exhibit 8-12).

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Exhibit 8-11 shows a screen capture of the 'CDX Role Sponsorship Request' email that is sent to
the Primary Submitter:

Mr Jane Doe with registered email address is requesting your

sponsorship for the following Submitter role.

Contact Organization: TestGrg 198800
Program Service: Pesticide Submission Portal
Role: Submitter
Comp any Numb er: 123

You may review this sponsorship request and follow7 the instructions after being redirected to

the CDX application.

You may cancel this sponsorship request.

Please do not reply to this message. If you have questions concerning this message, you
may contact CDX Help Desk by email at helpdesk@ epacdx.net or by calling the CDX
Technical Support Staff through our toll free telephone support on 888-890-1995 between
Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For International callers, the
CDX Help Desk can also be reached at (970) 494-5500.

CDX Registration Homepage
http s: //dev. ep ac dx.net

United States Environmental Protection Agency - Central Data Exchange

Exhibit 8-11: CDX Role Sponsorship Request Email - Primary Submitter

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Exhibit 8-12 shows the copy of the 'CDX Role Sponsorship Request' email that is sent to the
Submitter:

Your request was submitted.

Mr Jane Doe with registered email address is requesting your

sponsorship for the following Submitter role.

Contact Organization: TestOrg 198800
Program Service: Pesticide Submission Portal
Role: Submitter
Company Number: 123

CDX Registration Homepage
http s: // dev. epac dx.net

United States Environmental Protection Agency - Central Data Exchange

Exhibit 8-12: Copy of CDX Role Sponsorship Request Email - Submitter

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Exhibit 8-13 shows a screen capture of the 'Role Sponsorship Login' screen. The Primary
Submitter is navigated to this screen once they click the 'review this sponsorship request' link
within their email:

5 CPA

I—I United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions Help

CDXr Role Sponsorship Process

You are here: Role Sponsorship

Sponsorship Information

Organization

TestOrg 198800 (6335 Main St, 33, Fairfax, VA, US 22030)

Program Service

Pesticide Submission Portal

Role

Submitter

Company Number

123

A request was received requesting your sponsorship for the role above,

If you experience issues or need assistance with the sponsorship process, please call the CDX Help Desk toll-free line at 888-890-
1995. (970) 494-5500 for callers from Puerto Rico and Guam.

User ID PSP.PRIMARYSUBMITTER

Password

EPA Home Privacy and Security Notice Accessibility

CDX Help Desk: 888 890 1995 | (970) 494-5500 for International calers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us

Exhibit 8-13: Role Sponsorship Login Screen

The Primary Submitter should enter their password on the 'Role Sponsorship Login' screen and
click the 'Log In' button to log into their CDX account.

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Exhibit 8-14 shows a screen capture of the 'Role Sponsorship Review' screen:

c FPA

1"I United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDXr Role Sponsorship Process
You are here: Role Sponsorship» Role Sponsorship Review

3 Contact Us

Logged in as PSP.PRIMARYSUBMITTER fLoa out)

Sponsorship Information

Organization

TestOrg 198800 (6335 Main St, 33, Fairfax, VA, US 22030)

Program Service

Pesticide Submission Portal

Role

Submitter

Company Number

123

Role Information

A request was submitted for you to sponsor the CDX role above. Please select the role you wish to use as a sponsor for this
request.

¦ Select an Existing Role
Add a New Role

Organization:
Role:

Approve ¦ Reject

TestOrgl98800 (6335 Main St, 33, Fairfax, VA, US 22030)

Primary Submitter - 123

EPA Home Privacy and Security Notice Accessibility

CDX Help Desk: 888 890 1995 1 (970) 494-5500 for International calers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us

Exhibit 8-14: Role Sponsorship Review Screen

Note: The Primary Submitter must select the EPA OPP Company Number and organization that
they are sponsoring the Submitter for. This EPA OPP Company Number and organization should
match what the Submitter entered when they accepted the sponsorship request.

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After clicking the 'Approve' button the Primary Submitter will have to sign an electronic ESA
(see

Exhibit 8-15 and Exhibit 8-16).

&EPA

United States Environmental Protection Agency

8 Contact Us

Logged in as PS P. PRIMARYS U BMUTE R fLoo out)

Home About Recent Announcements Terms and Conditions FAQ Help

CDX; Central Data Exchange

You are here: Role Sponsorships Role Sponsorship Signature

Electronic Sponsor Agreement

The electronic sponsor agreement is an agreement between the signature holder and you, on behalf of the organization, that will
authorize the signature holder's electronic signature. By signing the sponsor letter, you will be authorizing the signature holder to
sign and/or encrypt information for your organization.

AUTHORIZATION AND VERIFIC ATION FOR SUBMITTER BY COMPANY AUTHORIZING

OFFICIAL

Authorized Official Signature

I am ail authorizing official and an electronic signature holder in U.S. EPA's CDX for the organization listed below, and I verify that
the person identified as the electronic signature holder below is authorized to submit on behalf of my organization.

CDX User ID: PSP.PRIMARYSUBMITTER

Name of Authorized Official: Mr John Doe

Company Name: TestOrgl98SOO

Company Address: 6335 Mam St. 33. Fairfax. VA. US 22030

Signature Date

Agent/Consultant Signature

I acknowledge by my signature below that the accuracy of the statements in all electronic submissions reflect my best prediction of

Sign Electronically ¦ Cancel

CDX Help Desk: 888-890-1995 | (970) A

Exhibit 8-15: Electronic ESA (Scroll 1)

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Agent/Consultant Signature

I acknowledge by my signature below that the accuracy of the statements in all electronic submissions reflect my best prediction of
the anticipated facts regarding the information described therein. Any knowing and willful misrepresentation is subject to criminal
penalty pursuant to 18USC 1001.

I also acknowledge that I am authorized to submit only on behalf of the organization listed above
CDX User ID: PSP.SUBMITTER

Name of Electronic Signature Holder: Mr Jane Doe

Company Name: TestOrgl98SOO

Company Address: 6335 Main St. 33. Fairfax. VA. US 22030

Signature Date

PLEASE SEND THIS DOCUMENT AS SOON AS POSSIBLE TO:

Sign Electronically I Cancel

Exhibit 8-16: Electronic ESA (Scroll 2)

After Clicking the 'Sign Electronically' button and clicking 'Accept' in the pop-up window, the
Primary Submitter will be presented the 'eSignature Widget' screen.

The Primary Submitter will be required to log in to CDX, answer a secret question, and sign the
file by clicking the 'Sign' button.

Exhibit 8-17 displays a screen capture of the 'eSignature Widget' screen.

Exhibit 8-17: eSignature Widget Screen

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8.3 Finalizing the Role Sponsorship Process

After completing the 'eSignature Widget Screen,' the Primary Submitter will be navigated back
to the 'Role Sponsorship' tab within CDX. The Primary Submitter will also receive two emails.
One email will confirm that the Primary Submitter has successfully signed using the CROMERR
E-Signature process (see Exhibit 8-19). The other email will indicate that the sponsor letter for
the sponsorship request has been completed (see Exhibit 8-18).

You have successfully signed your CDX submission using the CROMERR E-Signature
process. To view the details of this CROMERR activity please click here.

This message is being sent to you as confirmation of your submission. If you did not perform
this submission please contact the CDX Helpdesk at 888-890-1995.

Exhibit 8-18: Central Data Exchange Sponsorship Request Completed Email - Primary Submitter

The sponsor letter for the following sponsorship request has been completed.

Organization: TestOrg 198800
Program Service: Pesticide Submission Portal
Role: Submitter
Company Number: 123

CDX Registration Homepage

https://dev.epacdx.net

United States Environmental Protection Agency - Central Data Exchange

Exhibit 8-19: CROMERR E-Signature Email

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The Submitter will also receive an email indicating that the sponsor letter for the sponsorship
request has been completed (see Exhibit 8-20).

The sponsor letter for the following sponsorship request has been completed.

Organization: TestOrg 198800
Program Service: Pesticide Submission Portal
Role: Submitter
Company Number: 123

You may log in to complete your account registration associated with this request after being
redirected to the CDX application.

Please do not reply to this message. If you have questions concerning this message, you
may contact CDX Help Desk by email at helpdesk@ epacdx.net or by calling the CDX
Technical Support Staff through our toll free telephone support on 888-890-1995 between
Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For International callers, the
CDX Help Desk can also be reached at (970) 494-5500.

CDX Registration Homepage
http s: //dev. ep ac dx.net

United States Environmental Protection Agency - Central Data Exchange

The Submitter should click the 'log in to complete your account registration' link within the
email. After clicking this link, the Submitter will be navigated to the 'Role Sponsorship' screen
(see Exhibit 8-21).

Exhibit 8-20: Central Data Exchange Sponsorship Request Completed Email - Submitter

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vvEPA

t/i_i n United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help

CDXr Role Sponsorship Process

You are here: Role Sponsorship

i Contact Us

Sponsorship Information

Organization

TestOrg198800 (6335 Main St, 33, Fairfax, VA, US 22030)

Program Service

Pesticide Submission Portal

Role

Submitter

Company Number

123

Your sponsorship has been approved. Please log in to complete your account registration with CDX.

If you experience issues or need assistance with the sponsorship process, please call the CDX Help Desk toll-free line at 888-890-
1995. (970) 494-5500 for callers from Puerto Rico and Guam.

User ID
Password

PSP. SUBMITTER

EPA Home Privacy and S

COX Help Desk: 888-890-1995 | (970) 494-5500 for International calk
About CDX | Frequently Asked Questions | Terms and Conditions

Exhibit 8-21: Role Sponsorship Screen

After the Submitter enters their password and clicks the 'Log In' button, they will be navigated
to the 'Complete Account' screen (see Exhibit 8-22).

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CDX~ Role Sponsorship Process ® ^Ssp.submitter fm,n„n

You are here: Role Sponsorships Complete Account

Registration Information

Name

Mr Jane Doe (PSP.SUBMrTTER)

Program Service

Pesticide Submission Portal

Role

Submitter

Company Number

123

Please review your contact information below before proceeding to complete your account registration.

Provide Contact Information

TestOrgl 98800

6335 Main St
33

Fairfax, VA, US
22030

Email *

Phone Number *

Phone Number Ext

Fax Number

([333) 333-3333

Submit

CDX Help Desk: 888-890-1995 | (970) 494-5500 for International callers

Exhibit 8-22: Complete Account Screen

After pressing the 'Submit' button, the Submitter will be navigated to the 'Identity Verification'
screen (see

Exhibit 8-23). Note: If the Submitter has already passed identity verification for another role,
they will be navigated to the 'CDX Registration: Additional Verification' screen. For guidance
on completing additional verifcation, please reference Section 5.2.

OPP CDX Pesticide Submission Portal Registration User Guide September 18, 2015

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CDJfr

<>EPA

United States Environmental Protection Agency

Home About Recent Announcements Terms and Conditions FAQ Help

CDX; CDX Registration: Additional Verification

S Contact Us

Logged in as PSP.SUBMITTER fLoo out)

1. Identity Verification y 2. Electronic Signature Agreement

You may sign the paper form if you do not want to use the automatic verification process.

First Name: Jane
Last Name: Doe

1J I have reviewed the name presented above and I would like to proceed with LexisNexis. Additional LexisNexis Identity Proofing
Guidance

Proceed to Verification ¦ Cancel

EPA Home Privacy and Security Notice Accessibility

CDX Help Desk: 888-890-1995 | (970) 494-5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Ct

Exhibit 8-23: 'Identity Verification' Screen

The Submitter can either choose LexisNexis as a verification option or they can sign a Paper
ESA. For more information about identity verification, refer to Section 5.

The Submitter will be navigated to the 'MyCDX' tab within CDX after going through identity
verification. If the Submitter did not pass LexisNexis, they will see 'PSP: Pesticide Submission
Portal' under the 'Program Service Name' column and 'Submitter' under the 'Role' column. The
'Submitter' role in the 'Role' column will be plain text and will not be clickable (see
Exhibit 8-24). Once the Submitter's ESA has been processed and approved, the Submitter will be
navigated to the 'CDX Registration: Additional Verification' screen upon logging in to CDX.
For guidance on completing additional verifcation, please reference Section 5.2. After

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completion of the additional verification, the 'Submitter' text will become a blue link under the
'Role' column (see Exhibit 8-25).

Home About Recent Announcements Terms and Conditions FAQ Help

CDX; Central Data Exchange

ljjyTo'1 Inbox My Profile Submission History

a Contact Us

Logged lr> as PSP.SUBMITTER I Log outt

Services

C£ Manafje

Status ~ Program Service Name

' Role '

CSPP: Submissions for Chemical
Safety and Pesticide Programs

Primary Authorized Official

PSP: Pesticide Submission Portal

Submitter

CDX Service Availability

See the status for all program services

News and Updates

No news/updates.

¦ ¦J.Lll.kUl

r PA tkifiM- Privacy and Smirily Nnllcr A»nailillilv

COX Help Desk: 888 89-0 1995 | (970) 494 5500 lor International callers
About CDX l I rt'tiiii'.nlly Aiknl Qiimlians | Termt and CaiidiliiMio I Corilnil Us

Exhibit 8-24: 'MyCDX' Inactive Submitter Role

v>EPA

mm United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help

CDX; Central Data Exchange

11 Inbox 11 My Profile I Submission History

a Contact Us

Logged in as PSP.SUBMITTER (Log out)

MyCDX

Services

C£ Manage

Status

~ Program Service Name

' Role '

CSPP: Submissions for Chemical
Safety and Pesticide Programs

Primary Authorized Official

PSP: Pesticide Submission Portal

Submitter

I I

CDX Service Availability

See the status for all program sen/ices

News and Updates

No news/updates.

Add Program Service I Manage Your Program Services

EPA Home Privacy and Security Notice Accessibility

CDX Help Desk: 888-890-1995 | (970) 494-5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us

Exhibit 8-25: 'MyCDX' Active Submitter Role

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9 Appendix A - Definitions, Acronyms, and Abbreviations

Acronym

Full Name

CDX

Central Data Exchange

EPA

Environmental Protection Agency

PSP

Pesticdie Submission Portal

User identification

OPP

Office of Pestice Programs

ESA

Electronic Signature Agreement

RMAM

Registration Maintenance Account Manager

Pll

Personally Identifiable Information

CROMERR

Cross-Media Electronic Reporting Regulation

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