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iBoard/CDX User Guide for Individuals and Company/Organization Points
of Contact (POCs)
Section 1: CDX and iBoard Registration for New Users
To access iBoard, you must be registered to use CDX:
• If you are already registered to use CDX, please advance to "Section 2: Submitting Non-EPA
Personnel Information."
• If you have not yet registered for CDX, please go to this URL
(http://cdx.epa.gov/epa home.asp). Then follow the instructions below to complete your CDX
and iBoard registrations.
Each user only has to register once.
1.1 At the "Central Data
Exchange (CDX) Home"
page, click the Register with
CDX button.
CDX,
COX Home | About CDX | Recent Announcements lerms and Conditions | Help
1 Central Data Exchange
Welcome to the Environmental Protection Agency (EPA) Central Data Exchange (CDX) - the Agency"s electronic
h«j been defined as a central point which supplement! EPA reporting systems by performing new and existing (ui
ioiM formats, including consolidated and integrated data
The Central Data Exchange concec
ins for receiving legally acceptable data rn
RADNE T For more information on radiation and
radiation monitoring data dick b'
Warning Notice and Privacy Policy
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1.2 Scroll through and read the
"Terms & Conditions."
0 Contact Us
CDX Home » Terms & Conditions
Terms & Conditions
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
EPA's Central Data Exchange Registration procedure is part of a United States Environmental Protection Agency (EPA) computer
system, which is for authorized use only. Unauthorized access or use of this computer system may subject violators to criminal,
civil, and or administrative action. All information on this computer system may be monitored, recorded, read, copied, and
disclosed by and to authorized personnel for official purposes, including law enforcement. Access or use of this computer system
by any person, whether authorized or unauthorized, constitutes consent to these terms.
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. [Federal Register: March 18, 2002 (Volume 67, Number 52)][Page 12010-12013]
Take special note of the
requirement for and
characteristics of the
password you must create.
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.
/ 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 Crypto-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 Security (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.gpo.gov bis ear. pdf 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 callers from Puerto Rico and Guam 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 888-890-1 995 or (970) 494-5500 for callers
from Puerto Rico and Guam. This notification will allow CDX to deactivate my account and protect it from potential abuse by others.
Click the I Accept and
Proceed buttons.
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PRO^
1.3 At the "CDX Registration"
page, in the "Active Program
Services List" search box,
type iBoard.
As you type, the iBoard link
appears in the field below.
Click the "iBoard: EPA
Internet On Boarding
Application" link.
1.4 In the "Part 1: User
Information" section, type
the required information in
fields noted with an asterisk:
User ID, title, first name, last
name, password, re-type
password, and responses to
security questions 1, 2 and 3.
Important Notes:
• Information on this page
refers to you, not the EPA
or your employer. You are
creating your own unique
User ID.
COXIIonw | About CDX | ttecanl Announcements |
Core CDX Registration
Rvqurtt Prtxjritm Seivtce
?. RequeM Rule Ac«m 3. J>
typing * ptofl/im jtrvtce or MIMtd to QMr th« bit of
Active Pfoqram Sprvires I ist
it (eg, air qgjAt> iystem, AQi !>tAtiora |
Part 1: User Information
Description of Fields©
User ID "
Title"
First Name "
Middle Initial
Last tame "
Suffix
Password "
Re-type Password *
| .. -r
[ -Ptease Select- v
D
Security Question 1 " | Wfeat street flkl you live on in third graos?
Security Question 2 " | In what city does your nearest sibling live?
Security Question 3 * | What is you least favorite food?~
lr
|Pheasant Lane
jOconoroowoo
Part 2: Organization Information
Search for your organiz
t box below. You may search by entering the Orgar
jrutabaga
r the Organization ID.
• If the drop-down menu in the "Title" field doesn't work, it may mean that your User ID
already is being used (error notations may appear in red and remain on the screen for a
few moments). The more unique your User ID is, the less chance of this error, (e.g.,
"JohnSmith" would not be a good user ID as it is not sufficiently unique; perhaps add a
meaningful number or word, such as "JohnSmithNFL.") If the problem persists, call the
CDX Help Desk at 1-888-890-1995 or create another User ID.
• Your password must include at least 8 alpha-numeric characters: at least one must be
uppercase, at least one must be lowercase, and at least one number must be used.
• Be sure to remember the User ID, Password, and Security Question Responses that
you choose. You'll need to use them again.
• Each person submitting information through iBoard must have a unique CDX User ID and
Password. Do not share your User ID or Password with anyone, and do not use anyone
else's User ID or Password. For future reference, be sure to remember the User ID and
Password you choose.
Upon completing the required fields, move to "Part 2: Organization Information" and click the
Search button. (Note: Don't type anything in the text field adjacent to the Search button, just
click Search )
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1.5 The following message
appears: "Too many
organizations found. Please
refine your search using the
advanced search below and
try again."
You do not need to refine
your search; instead, click
the "request that we add
your organization" link. (The
"Use advanced search" link
often requires repeated
attempts.)
1.6 In the "Part 2: Organization
Information" section, type the
required information in the
fields marked with an
asterisk.
Note: Please follow these
guidelines when completing
the "Organization Name"
field. If you're a:
• Contractor, type the
name of your employing
company.
• Volunteer, Student
Services Contractor,
ORISE Intern or not
affiliated with a
company/organization,
type your personal name.
• Grantee or with the
Senior Environmental
Employment (SEE)
Program, type the name
of the organization for
which you work.
Click the Submit Request for
Access button.
Part 2: Organization Information
Search for your organization using the text box below. You may search by entering the Organization Name or the Organization ID.
Select your organization from the table below.
Organization Id Organization Name Address City State ZIP Code
Too many organizations found. Please refine your search using the advanced search below and try again.
Can't find your organization? Use advanced search Ar request that we add your organization.
Part 2: Organization Information
Organization Name *
Country *
Mailing Address *
Mailing Address 2
City *
State *
ZIP/Postal Code *
Email w
Re-enter Email *
Phone Number w
Phone Number Ext
Fax Number
ICookie Company
UNITED STATESI
|123 Yellow Brick Road I
(Tomado_Alle^_J
^Kansas^J
ll 2345 1
IjandeJindajajejmcjovJ
JlandeJindai^efjacjov)
I(202) 564-6654 I
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iBoard/CDX User Guide for Individuals and Company/Organization Points
of Contact (POCs)
1,7 A "Confirmation" page
appears.
P & Halation OatfneA&n
l9t ¦ EJ ** • - K*r * 'i T«*>|
UiWnd Stum fnvl/onmwnai hanuw Agency
——CDX*
COXIkatn | About COX | Recent Announcements | Terms and ConMkms | I Mi
9
Confirmation
A lew mote sic pi..,.
Yov will lomi reiewe an email tonfnnmion menage •:«! lAniie fcndafeoa govi aitunu m so follow a link io activate »owr uwsr account Folic
your r«9ijtr«tssn (Vase contact the heto deik (f you have am istuci at 8&8-890-1995 or <970) 49<-550© for caite*i from Puerto Rico »
ConliiiiMlion Numbr< 3I<1K<M^%r
1.8 Retrieve your CDX
registration from your email.
Click the link provided.
Gore Registration Email Verification Request
Rpn-crtx ' lindalandci
OW14/201201 sen
You have auccraafully ctented on account with the ETA Central Cata Exchange sw for CO*
.-.CDX.
foigol maor MUMtell? J H«Hi
1.10 At the "Central Data
Exchange" page, on the "My
CDX" tab, click the EPA
Internet On Boarding
Application link, iBoard
instructions continue at
"Section 2: Submitting Non-
EPA Personnel Information."
vvEPA
St*W* environmental PVOKCtOn Agtae*
Central Data txchange
UyfBX | I Inhrur (I) My Profile luhniKtina Hreiory ,
News and Update
Sutu> Piuqradi S«pv
£ tteard-1 I'* I Mm
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iBoard/CDX User Guide for Individuals and Company/Organization Points
of Contact (POCs)
Section 2: Submitting Non-EPA Personnel Information Using
iBoard
Personnel information can be added directly through iBoard (following instructions below).
Data can be submitted for individuals or groups of 15 or fewer. If your contract includes more than 15
individuals and you are the POC submitting everyone's information, simply make multiple group
submissions. (Note: The iBoard application shuts down after 20 minutes of inactivity. If a process is
not complete when the application shuts down, information is lost and must be added again.)
If you have questions, refer to contact information in the "Introduction."
2.1 Upon logging in to CDX and
clicking the iBoard link, the
"iBoard Home Page" appears.
Click the Click Here to Begin
Submission link (or the
"Contracts/Grants" tab at the
top of the page).
Contracts,
Downloads | ["iBoard Help |
You are here: iBoard Home
iBoard Home Page
Welcome to the EPA Internet Onboarding Application (iBoard) Homepage! This site is used to electronically submit non-Federal
personnel data to the EPA Personnel Security System (PSS) for those working for or on behalf of EPA. This personnel data can be
submitted via the Excel Spreadsheet Template or by manually entering into the web form.
To begin your submission, select the Contracts/Grants tab at the top of the page.
— Session Timeout —
Your session will expire after 20 minutes of inactivity. The timer is on the left hand side of the screen reminding you how much time
you have left. Any activity such as a button click will extend your session. You will lose all data entered unless you complete your
submission before the end of your session.
— Privacy Statement —
HSPD-12, EO 13467, EO 10577, EO 10450 and 10865 require federal agencies to establish policies and procedures relating to
fitness for government employment, contractor employee fitness, eligibility to access federally controlled facilities, information
systems and for the collection of personal information. Disclosure of personal information is voluntary. EPA will use this information
to determine fitness for employment. The information may be shared with Congress or other Federal, state and local agencies, as
appropriate. Failure to provide personal information requested will prohibit the individual from working for or on behalf of the
Agency.
Click Here to Begin Submission ~
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2.2 At the "Contract/Grant
Submission" page, in the
"Contract/Grant Information"
and "Alternate Organization
POC" sections, complete the
fields marked with an
asterisk (*).
Notes: For help completing
this information, please refer
to the chart below.
If you don't know someone's
email address, refer to Steps
2.3 and 2.4.
Please note: The COR
role may be fulfilled by a
Project Officer (PO) or
EPA Point of Contact
(POC), depending on
your personnel type.
CO = Contracting Officer
AO = Awarding Official
COR = Contracting
Officer's Representative
Contract/Grant Submission
Organization Point Of Contact (POC) Information
The information below is from your CDX Registration and will be passed on to EPA with your submission. If this information is
incorrect, please update your CDX Registration information prior to starting your submission. These details can only be
updated within the MyCDX link on the left-hand side of this screen or by the CDX Help Desk. Please visit the FAQ section for
more information on making these updates.
First Name: Linda
Last Name: Lande
CDX Userld: UNDALANDE
Organization Name: XYZ
Email Address: lande.linda^epa.gov
Phone Number: 2025646654
Extension:
— Contract/Grant Information
The information below is required for each submission. These details can be found on your EPA Contract Grant Award Letter.
rContract/Grant Number: '
Re-Enter Contract/Grant Number: *
EPA Contracting Officer (CO)/ Award Official (AO) Email: ' Find
EPA Contracting Officer's Rep (COR) Email: ' Find -1
Alternate EPA COR Email: * Find Q
Alternate Organization POC
Please provide an email address in the field below to have a second person at your company receive email notifications from
EPA regarding your submission(s).
Alternate Organization POC Email: *
Re-Enter Alternate Organization POC Email:
Continue ^
Personnel
Type
What to use
for Contract /
Grant Number
CO/AO
Information
COR/PO
Information
"Alternate COR"
Information
What to use
for "Alt
POC"
EPA
Contractor
EPA contract
number
EPA person
in Contacts
The EPA
federal
supervisor
Could also be
the EPA federal
supervisor
Name of
contracting
company
supervisor
Student
Services
Contractor
EPA contract
number
EPA person
in Contracts
Your EPA
federal
supervisor
Could also be
your EPA federal
supervisor
Your name
Non-EPA
Contractor
Contract
number
The EPA
federal
contact
The EPA
federal
supervisor
The EPA federal
employee contact
Name of
COTR of
non-EPA
agency
Volunteer
(enter as Grantee)
Your name
Your EPA
monitor
Your EPA
monitor
Your EPA
monitor
Your name
SEE Program
Member
Cooperative
Agreement
Number
Angela
Hughes
Roxann
Elmore
Angela Hughes
Your
organization
contact
Grants/ORISE
Internship
Program
Agreement
number
EPA Program
Office federal
contact
Your EPA
federal
super/isor
EPA Program
Office contact
Your agency/
organization
contact
Non-EPA
Federal
Employee
Your Name
Your EPA
Point of
Contact
Your EPA
Point of
Contact
Your EPA Point
of Contact
Your Agency
Point of
Contact
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2.9 The "Review Contract/Grant
Manual Submission" page
appears.
Scroll down the page to
carefully review the
information submitted.
• If changes are needed,
click "Back." Then click the
appropriate "Edit" button to
make the necessary
changes.
• If information is accurate,
click Submit.
Contracts/Grants History Downloads iBoard Help
You are here: iBoard Home »Contract/ Grant Submission Review
Review Contract/Grant Manual Submission
Organization Point Of Contact (POC) Information
First Name: Linda
Last Name: Lande
CDX Userld: UNDALANDE
Organization Name: XYZ
Email Address: lande.linda@epa.gov
Phone Number: 2025646654
Extension:
Contract/Grant Information
Contract/Grant Number: 4565
Contracting Officer (CO)/ Award Official (AO) Email: ross.jon@epa.gov
Contracting Officer's Rep (COR) Email: johnson.tina@epa.gov
Alternate COR Email: lande.linda@epa.gov
— Alternate Organization POC
Alternate Organization POC Email: brodie.jeremy@epa.gov
Non-Federal Employee Information (2 Non-Federal Employees)
Non-Federal Employee 1
SSN: ««_«_5555
First Name:
Last Name:
Middle Initial:
Suffix:
Position:
Email Address:
Program Office:
Work City and State:
Birth Date:
Birth City:
Birth Country:
Birth State:
Citizenship:
IT Access:
Physical Access:
Firearm Required:
John
Smith
0
Trainer
smith.john@epa.gov
OFFICE OF ADMINISTRATION RESOURCES MANAGEMENT
WASHINGTON - DC
03/11/1958
Burtonsville
UNITED STATES
MARYLAND
US CITIZEN BY BIRTH
YES
YES
NO
Non-Federal Employee 2
SSN:
First Name:
Last Name:
Middle Initial:
Suffix:
Position:
Email Address:
Program Office:
Work City and State:
Birth Date:
Birth City:
Birth Country:
Birth State:
Citizenship:
IT Access:
Physical Access:
Firearm Required:
Jane
Doe
secretary
doe.jane@epa.gov
OFFICE OF ADMINISTRATION RESOURCES MANAGEMENT
WASHINGTON - DC
05/03/1967
Detroit
UNITED STATES
TEXAS
US CITIZEN BY BIRTH
NO
YES
NO
¦^i Back
Submit
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• "Processing" indicates the submission is in process; status will change to "Pending" when
data is sent from CDX to the Personnel Security System (PSS).
• "Pending" indicates the submission is pending validation. Status will change to either
"Completed" or "Failed" based on PSS validations.
• "Completed" indicates the submission successfully reached the EPA Personnel Security
System.
• "Failed" indicates the submission contained errors or that the data delivery to PSS failed.
Click the details link.
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