Fuels Programs Registration User Guide

Version 2.0
EPA-420-B-13-048

September 2013

Compliance Division

Office of Transportation and Air Quality

U.S. Environmental Protection Agency

Fuels Programs Registration User Guide

Version 2.0
Office of Transportation and Air Quality Fuels Program Registration User Guide September 13, 2013

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Table of Contents

1 Introduction ........................................................................................................................1

2 Registration........................................................................................................................2

2.1 CDX Registration..........................................................................................................2

2.2 OTAQReg Registration for New CDX Users ................................................................. 2

2.2.1 Proceed to LexisNexis ............................................................................................7

2.2.2 Print and Sign CDX Electronic Signature Agreement............................................12

2.3 OTAQReg Registration for Existing CDX Users..........................................................14

2.3.1 Proceed to LexisNexis ..........................................................................................16

2.3.2 Print and Sign CDX Electronic Signature Agreement............................................21

3 User Profiles.....................................................................................................................24

3.1 Create a New User Profile (New OTAQReg Users)....................................................24

3.2 Edit Existing User Profile ............................................................................................26

3.3 Deactivated Users ......................................................................................................27

4 Company Associations.....................................................................................................28

4.1 Add Company Association..........................................................................................28

4.2 Update Company Roles..............................................................................................33

4.3 Remove Existing Company Association .....................................................................37

4.4 Pending Company Association Requests ...................................................................41

5 Create New Company ......................................................................................................43

5.1 Verify Company Does Not Exist in OTAQReg ............................................................44

5.2 Create Company Details.............................................................................................45

5.2.1 Select Company Roles .........................................................................................47

5.3 Adding Company Facilities .........................................................................................48

5.4 Verify Facility Does Not Exist in OTAQReg................................................................. 50

5.5 Review and Submit New Company Information..........................................................56

5.6 Pending New Company Requests ..............................................................................58

6 View Company Details .....................................................................................................62

7 Edit Company Details.......................................................................................................64

7.1 Edit Company Details ................................................................................................. 64

7.2 Review Company Details Changes.............................................................................70

7.3 Pending Company Update Request............................................................................72

7.4 Edit Facility Details .....................................................................................................75

7.5 Remove Facility..........................................................................................................79
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7.6 Initiate RCO Update Request .....................................................................................81

7.7 Pending RCO Update Request...................................................................................85

8 Appendix A: OTAQ Registration Roles .............................................................................88

8.1 OTAQ Registration Roles ...........................................................................................88

8.2 OTAQ Program Roles:................................................................................................88

9 Appendix B: Using the e-Signature Widget.......................................................................90

10 Appendix C: System Java Requirements .........................................................................92

11 Appendix D: OTAQ Registration Lists...............................................................................95

12 Appendix E: Support Information......................................................................................96
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List of Figures

Figure 2-1 Terms and Conditions................................................................................................2

Figure 2-2 Add Program..............................................................................................................3

Figure 2-3 Part I User Information...............................................................................................3

Figure 2-4 Part 2 Organization Information – Organization Search .............................................4

Figure 2-5 Part 2 Organization Information .................................................................................5

Figure 2-6 Confirmation ..............................................................................................................5

Figure 2-7 Core Registration Email Verification Request.............................................................6

Figure 2-8 Identity Verification Page ...........................................................................................7

Figure 2-9 LexisNexis .................................................................................................................8

Figure 2-10 LexisNexis Results...................................................................................................9

Figure 2-11 Retry LexisNexis ....................................................................................................10

Figure 2-12 20-5-1 Challenge Questions and Answers .............................................................10

Figure 2-13 Electronic ESA.......................................................................................................11

Figure 2-14 MyCDX Home Page...............................................................................................12

Figure 2-15 Paper ESA.............................................................................................................12

Figure 2-16 MyCDX Home Page...............................................................................................13

Figure 2-17 MYCDX Home Page ..............................................................................................14

Figure 2-18 Manage Program Services.....................................................................................14

Figure 2-19 Edit Account Profile................................................................................................15

Figure 2-20 Organization Information........................................................................................15

Figure 2-21 Identity Verification................................................................................................. 16

Figure 2-22 LexisNexis .............................................................................................................17

Figure 2-23 LexisNexis Results................................................................................................. 18

Figure 2-24 Retry LexisNexis ....................................................................................................19

Figure 2-25 20-5-1 Challenge Questions and Answers .............................................................19

Figure 2-26 Electronic ESA.......................................................................................................20

Figure 2-27 MyCDX Home Page...............................................................................................21

Figure 2-28 Paper ESA.............................................................................................................21

Figure 2-29 MyCDX Home Page...............................................................................................22

Figure 3-1 MyCDX Home Page................................................................................................. 24

Figure 3-2 Edit User Profile Page..............................................................................................25

Figure 3-3 OTAQ Registration Home Page...............................................................................25

Figure 3-4 OTAQ Registration Home Page...............................................................................26

Figure 3-5 Edit User Page.........................................................................................................26

Figure 3-6 OTAQ Deactivated Home Page ...............................................................................27

Figure 4-1 OTAQ Registration Home Page...............................................................................28

Figure 4-2 Associate to Company Search Page........................................................................28
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Figure 4-3 Associate to Company Search Results ....................................................................29

Figure 4-4 Associate to Company Page....................................................................................29

Figure 4-5 Company Roles Pop-Up ..........................................................................................30

Figure 4-6 Associate to Company Page with Roles...................................................................30

Figure 4-7 Associate to Company Review Page .......................................................................31

Figure 4-8 Associate to Company Signature Page....................................................................31

Figure 4-9 Company Association: Print, Sign and Mail Page.....................................................32

Figure 4-10 OTAQ Registration Home Page .............................................................................33

Figure 4-11 Update Company Associations Page.....................................................................34

Figure 4-12 Update Roles .........................................................................................................34

Figure 4-13 Updated Company Associations ............................................................................35

Figure 4-14 Confirm Updated Company Association................................................................. 35

Figure 4-15 Update Company Associations Signature Page.....................................................36

Figure 4-16 Company Association: Print, Sign and Mail Page...................................................37

Figure 4-17 Remove Company Association ..............................................................................38

Figure 4-18 Remove Company Pop-Up ....................................................................................38

Figure 4-19 Removed Company Association ............................................................................39

Figure 4-20 Remove Company Association Confirmation .........................................................39

Figure 4-21 Update Company Associations Page.....................................................................40

Figure 4-22 Company Association: Print, Sign and Mail Page...................................................41

Figure 4-23 Pending Company Association Requests...............................................................42

Figure 4-24 Company Association Request ..............................................................................42

Figure 5-1 OTAQ Registration Home Page...............................................................................43

Figure 5-2 Associate to Company Search Page........................................................................44

Figure 5-3 Associate to Company Search Results ....................................................................44

Figure 5-4 Create New Company: Company Details Page........................................................45

Figure 5-5 Program Types and Business Activities ...................................................................46

Figure 5-6 Company Contacts ..................................................................................................47

Figure 5-7 Create New Company: Company Roles...................................................................47

Figure 5-8 Company Roles Pop-Up ..........................................................................................48

Figure 5-9 Selected Company Roles.........................................................................................48

Figure 5-10 Create New Company: Facility List ........................................................................49

Figure 5-11 Create New Company: Facility List Requires Facility .............................................49

Figure 5-12 Create New Company: Facility Type......................................................................49

Figure 5-13 Create New Company: Facility Activities................................................................50

Figure 5-14 Create New Company: Search for Existing Facility ................................................50

Figure 5-15 Facility Search Results...........................................................................................51

Figure 5-16 Create New Company: Basic Facility Details .........................................................51
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Figure 5-17 Create New Company: Facility Details ...................................................................52

Figure 5-18 Create New Company: Facility List ........................................................................53

Figure 5-19 Select Existing Facility ...........................................................................................53

Figure 5-20 Existing Facility Details ..........................................................................................54

Figure 5-21 Create Facility Details ............................................................................................55

Figure 5-22 Review Facility List ................................................................................................56

Figure 5-23 Create New Company: Review ..............................................................................56

Figure 5-24 Create New Company: Print and Sign Page ..........................................................57

Figure 5-25 New Company: Print, Sign and Mail Page..............................................................58

Figure 5-26 OTAQ Registration Home page: Pending Requests...............................................59

Figure 5-27 New Company Request .........................................................................................60

Figure 6-1 OTAQ Registration Home Page...............................................................................62

Figure 6-2 Company Information: Company Details..................................................................63

Figure 7-1 OTAQ Registration Home Page...............................................................................64

Figure 7-2 Company Information: Company Details..................................................................65

Figure 7-3 Company Details Edit Page .....................................................................................67

Figure 7-4 Company Information: Review .................................................................................70

Figure 7-5 Company Information: Print and Sign Page .............................................................71

Figure 7-6 Company Update: Print, Sign and Mail Page ...........................................................72

Figure 7-7 Updated Company Pending Request.......................................................................73

Figure 7-8 Company Update Request.......................................................................................74

Figure 7-9 Facility Details Tab...................................................................................................76

Figure 7-10 Company Information: Facility List .........................................................................77

Figure 7-11 Company Information: Facility Type.......................................................................77

Figure 7-12 Company Information: Facility Activities................................................................. 77

Figure 7-13 Company Information: Basic Facility Details ..........................................................78

Figure 7-14 Company Information: Facility Details ....................................................................79

Figure 7-15 Facility List: Updated Facility..................................................................................79

Figure 7-16 Company Information: Facility List .........................................................................80

Figure 7-17 Remove Facility Confirmation ................................................................................80

Figure 7-18 Facility List: Removed Facility ................................................................................80

Figure 7-19 Initiate RCO Update Request.................................................................................82

Figure 7-20 RCO Update ..........................................................................................................83

Figure 7-21 Further Action Required.........................................................................................84

Figure 7-22 Submit RCO Update ..............................................................................................84

Figure 7-23 RCO Update: Print, Sign and Mail Page................................................................. 85

Figure 7-24 Pending RCO Update ............................................................................................86

Figure 7-25 RCO Update Request ............................................................................................87
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Figure 9-1 Certification Statement.............................................................................................90

Figure 9-2 Authentication ..........................................................................................................90

Figure 9-3 Answer Secret Question ..........................................................................................91

Figure 9-4 Sign File...................................................................................................................91

Figure 10-1 JRE Installation......................................................................................................92

Figure 10-2 Mozilla Firefox Security Warnings ..........................................................................92

Figure 10-3 Internet Explorer Security Warnings.......................................................................93

Figure 10-4 Safari Security Warnings........................................................................................93

Figure 10-5 Google Chrome Security Warnings........................................................................93

Figure 11-1 Registration Lists ...................................................................................................95
Office of Transportation and Air Quality Fuels Program Registration User Guide September 13, 2013

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1 Introduction

This document is the User Guide for the OTAQ Fuels Program Registration (OTAQReg) online 

application. It describes the processes a user must follow to register; update their user profile; 

associate to companies as well as create, view, and edit companies.

If you have any questions about the content, format, or policies for the Office of Transportation 

and Air Quality (OTAQ) please reference the Fuels Program website at

http://www.epa.gov/otaq/fuels/index.htm. 

If you have any general or technical questions related to the Central Data Exchange (CDX) you 

may contact any of the following:

• Telephone - Person-to-person telephone support is available from the CDX Help Desk 8:00 

am to 6:00 pm EST. Call our toll-free line at 888-890-1995. 

• Email - Send e-mail to Technical Support at helpdesk@epacdx.net with “Technical Support” 

in the Subject line. 

If you have any questions relating to fuels programs registration, reporting, or OTAQReg, please 

contact the EPA Fuels Programs and EMTS Support Line: support@epamts-support.com.
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2 Registration

The following sections describe how to register for the Fuels Programs Registration (OTAQReg)

application. 

2.1 CDX Registration

The OTAQReg application is hosted by the Central Data Exchange (CDX). CDX is the system 

that EPA has provided to all programs to standardize and centralize the reporting functions and 

data submissions that are required of the various EPA regulated communities. In order to access 

OTAQReg, users must first be registered users of CDX.

Registration for the OTAQReg application is open to all CDX users. If you are an existing CDX 

user please refer to Section 2.3. 

2.2 OTAQReg Registration for New CDX Users

If you do not have an existing CDX user account please go to the following URL and complete 

your CDX Registration: https://epacdx.net/Registration/Terms. 

Figure 2-1 displays the Terms and Conditions page. 

Figure 2-1 Terms and Conditions

After accepting the Terms and Conditions you will see the “Request Program Service” page. 

This page will display the full list of CDX program services, make sure to select “OTAQREG: 

Office of Transportation and Air Quality Fuels Registration” as shown in Figure 2-2. You can do 

this by either typing OTAQReg in the text field or scrolling down through the list of program 

services. 

Note: Users should not register for multiple CDX accounts.
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If you are an existing CDX user please refer to Section 2.3. 

Figure 2-2 Add Program

Click on the hyperlinked name to select the program service and navigate to the next step in 

registration. Figure 2-3 will display the Provide User and Organization Information page. 

Figure 2-3 Part I User Information

Enter your personal information and select three security questions. Scroll down to complete the 

organization information section as shown in Figure 2-4. 
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Figure 2-4 Part 2 Organization Information – Organization Search

Enter an organization name and click the “Search” button. Matching search results will display 

in a table below. If you do not see your organization you can try the advanced search or create a 

new organization through the links located directly below the search results table. 

Select your organization from the table by clicking on the hyperlinked Organization ID. Once 

you have selected an organization, additional fields will display as shown in Figure 2-5 Part 2 

Organization Information
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Figure 2-5 Part 2 Organization Information

Enter your email address and phone number in the fields provided. Click the “Submit Request 

for Access” button. Figure 2-6 will display.

Figure 2-6 Confirmation

After receiving this confirmation message you will need to check your inbox for an email from 

the CDX Help Desk. This email will contain a URL to continue through registration as shown in 

Figure 2-7. 
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Figure 2-7 Core Registration Email Verification Request

Click on the hyperlink provided in the email. Clicking on this link will open a new browser 

window displaying the CDX log-in page. Enter your log-in credentials created during the 

registration process and click the “Log-in” button. 

After logging into CDX you will be taken to the “Identity Verification” page as shown in Figure 

2-8. 
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Figure 2-8 Identity Verification Page

This page will provide you with two options: (1) use LexisNexis Identity Proofing to 

electronically validate your identity, allowing you to electronically sign an Electronic Signature 

Agreement (ESA) or (2) move forward to print, sign and mail in a paper ESA. Section 2.2.1 will 

take you through the process of completing LexisNexis and electronically signing your ESA. 

Section 2.2.2 will take you through the process of printing, signing and mailing in your paper 

ESA.

2.2.1 Proceed to LexisNexis

This section will take you through the registration steps if you choose to use the LexisNexis 

Identity Proofing process.

If you choose to proceed with LexisNexis you will need to review all of the information provided 

on the Identity Verification page in Figure 2-8 above. After you have reviewed the information 

and verified your first and last name, check the checkbox and click the “Proceed to Verification” 

button. 

LexisNexis Identity Proofing will be completed in a separate pop-up window. The first page will 

display an acknowledgement statement. Click the “OK” button. The next screen will require you 

to enter personal information. Figure 2-9 displays the LexisNexis pop-up window and required 

fields.
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Figure 2-9 LexisNexis 

After entering information in each field, click the “Submit” button. After completing this step the 

LexisNexis popup window will display a confirmation message. Click the “OK” button to close 

the popup window and return to the CDX application. 

Note: The LexisNexis popup window will pre-populate your first and last name with the information entered 

during core registration. These fields will be read-only. 
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Figure 2-10 LexisNexis Results

Click the “Continue” button to process your LexisNexis score and proceed with registration. 

Figure 2-10 displays the Identity Verification page. If you are successfully identity proofed by 

LexisNexis you will be taken to the Challenge Questions and Answers page shown in Figure 

2-12. If you are not successfully identity proofed by LexisNexis you will be taken to the 

Electronic Signature Agreement page to print, sign and mail in your ESA. 

In some cases, you may be eligible to retry LexisNexis validation. If you are eligible for this 

retry you will be taken to the Retry LexisNexis page where you can launch the popup window 

once again. You will also be presented with the opportunity to verify or edit your first name, as 

shown in Figure 2-11. The opportunity to edit your first name will only be presented to you as 

long as you do not have another CDX role with a status of “Awaiting ESA.” At this point you 

may also choose to opt-out of the LexisNexis identity proofing by clicking the “Sign Paper 

Form” button. 
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Figure 2-11 Retry LexisNexis

Click the “Retry LexisNexis” button. You will then be returned to the Identity Verification Page 

as seen in Figure 2-8, and may begin your verification again. LexisNexis retries may be 

attempted up to five times before the identity proofing will be considered unsuccessful.

Figure 2-12 20-5-1 Challenge Questions and Answers

Once you’ve answered your 20-5-1 Challenge Questions you will need to click the “Save 

Answers” button as seen in Figure 2-12 to be taken to the electronic version of the Electronic 

Signature Agreement. From this page you will click the “Sign Electronically” button as shown in 

Figure 2-13. 
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Figure 2-13 Electronic ESA

Clicking the “Sign Electronically” button will trigger a popup window which allows you to 

complete the e-signing process. This popup window will prompt you to enter your CDX 

password, answer one of the 5 challenge questions and click the “Sign” button. Please reference 

Appendix B: Using the e-Signature Widget for instructions on signing electronically. 

fter your e-signature has been processed you will be redirected to the MyCDX Home page. Your 

MyCDX page will now display an active hyperlink to open the OTAQReg application as shown 

in Figure 2-14. 

Note: The “Sign Electronically” button will only be displayed if the Fuels Program has received your CDX 

Electronic Signature Agreement. Please refer to Appendix B: Using the e-Signature Widget for further details.
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Figure 2-14 MyCDX Home Page

2.2.2 Print and Sign CDX Electronic Signature Agreement

This section will take you through the registration steps if you choose to print, sign and mail a 

paper ESA. 

If you choose to opt-out of LexisNexis or you are not successfully identity proofed by 

LexisNexis you will be taken to the Electronic Signature Agreement page to print, sign and mail 

in your ESA. Figure 2-15 displays the paper version of the Electronic Signature Agreement. 

Figure 2-15 Paper ESA

Clicking the “Sign Paper Form” button will trigger a popup window which allows you to print 

the ESA. 
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Print, sign and mail the CDX ESA to the Fuels Program Helpdesk at one of the following 

mailing addresses: 

For US Mail:

U.S. Environmental Protection Agency 

Fuels Programs Registration (6406J) 

1200 Pennsylvania Avenue, NW 

Washington, DC 20460 

For Commercial Delivery: 

U.S. Environmental Protection Agency 

Fuels Programs Registration

Room 647C 

1310 L Street, NW 

Washington, DC 20005 

 

Paper ESAs will be processed and activated by EPA. Once your ESA has been activated you will 

be able to complete the 20-5-1 Challenge Questions as seen in Figure 2-12. 

New companies, company associations, company updates and RCO updates submitted within the 

OTAQReg application will not be accepted until your CDX ESA is received by the Fuels 

Program. If you have any questions regarding the status of your ESA, please contact the EPA 

Fuels Program Support Line by sending an email to support@epamts-support.com. 

Figure 2-16 MyCDX Home Page

You will be given the “Fuels Programs Registration” program service link as seen in Figure 

2-16. 

Note: When using a commercial delivery service, do not use the U.S. mail address (or vice versa) as your mail 

will be delayed, may be returned to you, or may even never arrive at our offices. Be aware that sending materials 

via US Mail will require an irradiation process and could possibly delay delivery.
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Existing CDX users should refer to Section 2.3 for further details.

2.3 OTAQReg Registration for Existing CDX Users

This section is only for existing CDX users who do not have OTAQReg access. New CDX users 

should refer to Section 2.2 for further details.

After logging into CDX, Figure 2-17 will display. To register for OTAQReg you must first add 

the dataflow to your account. 

Figure 2-17 MYCDX Home Page

Click the “Manage Your Program Services” link. Figure 2-18 will display.

Figure 2-18 Manage Program Services

Click the “Add Program Service” button. This button will take you to the Edit Account Profile 

page as shown in Figure 2-19. 
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Figure 2-19 Edit Account Profile

The “Edit Account Profile” page lists all of the available data flows available for registration. 

You will need to begin typing “OTAQREG” in the text field or scroll down and search for 

OTAQREG within the list. Click on the hyperlinked name to select the program service and 

navigate to the next step. 

After selecting the OTAQREG program service you will be taken to the Organization 

Information page where you can choose from a list of organizations that you already have access 

to or gain access to an additional organization as shown in Figure 2-20. 

Figure 2-20 Organization Information.
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Select or add an organization and click the “Submit Request for Access” button. 

If you have already been identity proofed or have a paper ESA for that organization you will be 

taken directly to the MyCDX Home page. 

If you have not been identity proofed and do not have an ESA for that organization, you will be 

taken to the Identity Verification page as shown in Figure 2-21. Here you will have two options; 

print, sign and mail a paper ESA or complete LexisNexis Identity Proofing and e-sign an ESA. 

Figure 2-21 Identity Verification

2.3.1 Proceed to LexisNexis

This section will take you through the registration steps if you choose to use the LexisNexis 

Identity Proofing process. 

If you choose to proceed with LexisNexis you will need to review all of the information provided 

on the Identity Verification page as seen in Figure 2-21 above. After you have reviewed the 

information and verified your first and last name, check the checkbox and click the “Proceed to 

Verification” button. 

LexisNexis will be completed through a separate pop-up window. The first page will display an 

acknowledgement statement. Click the “OK” button. The next screen will require you to enter 

personal information. Figure 2-22 displays the LexisNexis pop-up window. 
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Figure 2-22 LexisNexis 

After entering information in each field, click the “Submit” button. After completing this step the 

LexisNexis popup window will display a confirmation message. Click the “OK” button to close 

the popup window and return to the CDX application. 
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Figure 2-23 LexisNexis Results

In order to process your LexisNexis score and proceed with registration, click the “Continue” 

button as seen in Figure 2-23. If you are successfully identity proofed by LexisNexis you will be 

taken to the Challenge Questions and Answers page as shown in Figure 2-25. If you are not 

successfully identity proofed by LexisNexis you will be taken to the Electronic Signature 

Agreement page to print, sign and mail in your ESA. 

In some cases, you may be eligible to retry LexisNexis validation. If you are eligible for this 

retry you will be taken to the Retry LexisNexis page where you can launch the popup window 

once again. You will also be presented with the opportunity to verify or edit your first name, as 

shown in Figure 2-24. The opportunity to edit your first name will only be presented to you as 

long as you do not have another CDX role with a status of “Awaiting ESA.” At this point you 

may also choose to opt-out of the LexisNexis identity proofing by clicking the “Sign Paper 

Form” button. 
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Figure 2-24 Retry LexisNexis

Click the “Retry LexisNexis” button. You will then be returned to the Identity Verification Page 

seen in Figure 2-24, and may begin your verification again. LexisNexis retries may be attempted 

up to five times before the identity proofing will be considered unsuccessful. 

Figure 2-25 20-5-1 Challenge Questions and Answers

Once you’ve answered your 20-5-1 Challenge Questions and click the “Save Answers” button as 

seen in Figure 2-25, you will be taken to the electronic version of the Electronic Signature 

Agreement. From this page you will click the “Sign Electronically” button as shown in Figure 

2-26. 
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Figure 2-26 Electronic ESA

Clicking the “Sign Electronically” button will trigger a popup window which allows you to 

complete the e-signing process. This popup window will prompt you to enter your CDX 

password, answer one of the 5 challenge questions and click the “Sign” button. Please reference 

Appendix B: Using the e-Signature Widget for instructions on signing electronically. 

After your e-signature has been processed you will be redirected to the MyCDX Home page. 

Your MyCDX page will now display an active hyperlink to open the OTAQReg application as 

shown in Figure 2-27. 

Note: The “Sign Electronically” button will only be displayed if the Fuels Program has received your CDX 

Electronic Signature Agreement. Please refer to Appendix B: Using the e-Signature Widget for further details.
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Figure 2-27 MyCDX Home Page

2.3.2 Print and Sign CDX Electronic Signature Agreement

This section will take you through the registration steps if you choose to print, sign and mail a 

paper ESA. 

If you are not successfully identity proofed by LexisNexis you will be taken to the Electronic 

Signature Agreement page to print, sign and mail in your ESA. Figure 2-28 displays the paper 

version of the Electronic Signature Agreement. 

Figure 2-28 Paper ESA

Clicking the “Sign Paper Form” button will trigger a popup window which allows you to print 

the ESA. 
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Print, sign and mail the CDX ESA to the Fuels Program Helpdesk at one of the following 

mailing addresses:

For US Mail:

U.S. Environmental Protection Agency 

Fuels Programs Registration (6406J) 

1200 Pennsylvania Avenue, NW 

Washington, DC 20460 

For Commercial Delivery: 

U.S. Environmental Protection Agency 

Fuels Programs Registration

Room 647C 

1310 L Street, NW 

Washington, DC 20005 

 

Paper ESAs will be processed and activated by EPA. Once your ESA has been activated you will 

be able to complete the 20-5-1 Challenge Questions as seen in Figure 2-25 and will then be able 

to e-sign within the OTAQReg application. 

New companies, company associations, company updates and RCO updates submitted within the 

OTAQReg application will not be accepted until your CDX ESA is received by the Fuels 

Program. If you have any questions regarding the status of your ESA, please contact the EPA 

Fuels Program Support Line by sending an email to support@epamts-support.com. 

Figure 2-29 MyCDX Home Page

Note: When using a commercial delivery service, do not use the U.S. mail address (or vice versa) as your mail 

will be delayed, may be returned to you, or may even never arrive at our offices. Be aware that sending materials 

via US Mail will require an irradiation process and could possibly delay delivery.
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You will be given the “Fuels Programs Registration” program service link as seen in Figure 

2-29. 

Note: You must have a CDX ESA on file in order to electronically sign submissions and letters within the 

OTAQReg application. You will be prompted to sign and submit your CDX ESA upon accessing the OTAQReg 

application until your ESA has been received by the Fuels Program.
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3 User Profiles

The following sections describe how to navigate within the OTAQReg application to create and 

edit a User Profile. 

If you are an existing OTAQReg user please proceed to section 3.2. 

Section 3.3 pertains to users that are currently deactivated and restricted from accessing the 

OTAQReg application. Please skip this section if you are a current active OTAQReg user. 

3.1 Create a New User Profile (New OTAQReg Users)

Figure 3-1 MyCDX Home Page

Click the “Fuels Programs Registration” link on your MyCDX Home page as seen in Figure 3-1. 

Upon your initial login to OTAQReg, Figure 3-2 will display.
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Figure 3-2 Edit User Profile Page

The page will pre-populate the contact information associated to your CDX account. To edit the 

pre-populated information, click the “Edit Current Account Profiles” link to be taken to the CDX 

Edit Organization Profiles page.

If no changes to the pre-populated information are needed, enter data into any of the applicable 

textboxes. You must provide data for the “Position or Job Title” field. Click the “Save” button. 

Your user profile will be saved and Figure 3-3 will display.

Figure 3-3 OTAQ Registration Home Page
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3.2 Edit Existing User Profile

The following section describes how to edit your OTAQReg User Profile information. 

Figure 3-4 OTAQ Registration Home Page

Click the “Edit User Profile” link in the left side toolbar of your OTAQ Registration Home page 

as seen in Figure 3-4. Figure 3-5 will display.

Figure 3-5 Edit User Page
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The page will pre-populate with your current OTAQReg User Profile information. To update the 

un-editable CDX user information, click the “Edit Current Account Profiles” link to be taken to 

the CDX Edit Organization Profiles page. 

Edit any of the additional user profile data by updating the data in the textboxes and clicking the 

“Save” button. 

3.3 Deactivated Users 

If you have been deactivated by an EPA Administrator for the OTAQReg application, upon 

clicking the OTAQReg application link on the MyCDX Home page, Figure 3-6 will display. 

Figure 3-6 OTAQ Deactivated Home Page

This screen notifies you that your OTAQReg profile has been deactivated and provides the 

phone number and e-mail address to contact the EPA Fuels Programs for any questions or to 

reactivate your account. 

Click the “CDX Home Page” button to return to the MyCDX Home page. 
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4 Company Associations

The following sections describe how to add and update company associations within the 

OTAQReg application. 

4.1 Add Company Association

Figure 4-1 OTAQ Registration Home Page

Click the “Associate to Company” link in the left side toolbar of your OTAQ Registration Home 

page as seen in Figure 4-1. Figure 4-2 will display.

Figure 4-2 Associate to Company Search Page

Enter your company specific search criteria into the textboxes and click the “Search” button. A 

list of all companies matching your search criteria will display as shown in Figure 4-3. 
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Figure 4-3 Associate to Company Search Results

Select the checkbox next to the company with which you wish to associate (if you do not see 

your company listed in the results, click the “Create New Company” button to create your 

company; see Section 5 for further details). Click the “Add Selected” button. Figure 4-4 will 

display. 

Figure 4-4 Associate to Company Page

You must select at least one role per company prior to submitting your user association request. 

Click the “Select Roles” link to display a pop-up of available roles for the company. Figure 4-5

will display.

Note: You may select multiple check boxes if you wish to associate to more than one company.
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Figure 4-5 Company Roles Pop-Up

Choose the appropriate OTAQ Registration and OTAQ Program Roles by selecting the

corresponding radio button and checkboxes (reference Appendix A: OTAQ Registration Roles if 

you are unsure which roles to select). You may select only one OTAQ Registration role, 

however multiple OTAQ Program roles are allowed. Click the “Select All” link to select all 

OTAQ Program Roles.

Click the “Select” button once you have made your selections. Figure 4-6 will display.

Figure 4-6 Associate to Company Page with Roles
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Your selected roles will now display beside the selected company. Click the “Review” button to 

continue. Figure 4-7 will display.

Figure 4-7 Associate to Company Review Page

The Associate to Company page displays a read-only version of your company association 

details. If the company and role information are correct, click the “Continue” button. Figure 4-8

will display.

Figure 4-8 Associate to Company Signature Page

If you wish to electronically sign your User Responsibility Letter for the Company Association 

request, click the “Sign Electronically” button. Figure 9-1 will display. Please reference 

Appendix B: Using the e-Signature Widget for instructions on signing electronically. 

If you wish to submit hard copies of your registration forms to the Fuels Program or your RCO 

does not have e-signature capabilities, please click the “Print, Sign and Mail” button. Figure 4-9

will display.

Note: The “Sign Electronically” button will only be displayed if the Fuels Program has received your CDX 

Electronic Signature Agreement. Please refer to Appendix B: Using the e-Signature Widget for further details.

Note: Upon landing on the Signature page you will be prompted with a Java Security Warning. Please refer 

to Appendix C: System Java Requirements for further details.
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Figure 4-9 Company Association: Print, Sign and Mail Page

Click the “Click here to save copies of your registration forms” link to save a hard copy of your 

registration forms in PDF form. It is required that you save a copy of your registration forms 

before submitting your request. If you attempt to select the “Home” button without first saving a 

copy of your registration forms, a notification window will appear prompting you to first save 

your forms. 

Once you have submitted your Company Association Request, you will receive an email 

notification stating that your Company Association Request is awaiting RCO signature along 

with a hard copy of your company association registration forms. Additionally, a MyCDX Inbox 

message will also be created confirming your submission if the “Sign Electronically” option was 

used. The Company Association request will appear in the Pending Requests section of your 

OTAQ Registration Home Page as shown in Figure 4-10. 

Note: All Company Association requests require a signed RCO Delegation Letter by your Company Responsible 

Corporate Officer. The RCO Delegation Letter is included in the hard copy of your company association 

registration forms.
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4.2 Update Company Roles

Figure 4-10 OTAQ Registration Home Page

Click the “Update Existing Company Association” link in the left side toolbar of your OTAQ 

Registration Home Page. Figure 4-11 will display.
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Figure 4-11 Update Company Associations Page

Select the Roles link for the company you wish to update. Figure 4-12 will display.

Figure 4-12 Update Roles

Your existing roles will be pre-selected on the page. Update your OTAQ Registration and OTAQ 

Program Roles by selecting a new radio button and/or checkboxes (reference Appendix A: 

OTAQ Registration Roles if you are unsure which roles to select). You may select only one 

OTAQ Registration role however multiple OTAQ Program Roles are allowed.
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Click the “Select” button once you have made your selections. Figure 4-13 will display.

Figure 4-13 Updated Company Associations 

The Update Company Associations Page will now display your updated roles. Click the 

“Review” button. Figure 4-14 will display.

Figure 4-14 Confirm Updated Company Association

The page will display the updated icon for the updated company association. If the updated 

company association is correct, click the “Continue” button. Figure 4-15 will display.

Note: Upon landing on the Signature page you will be prompted with a Security Warning. Please refer to 

Appendix C: System Java Requirements for further details.
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Figure 4-15 Update Company Associations Signature Page

To electronically sign your User Responsibility Letter for the Company Association request, 

please click the “Sign Electronically” button. Figure 9-1 will display. Please reference Appendix 

B: Using the e-Signature Widget for instructions on signing electronically. 

If you wish to submit hard copies of your registration forms to the Fuels Program or your RCO 

does not have e-signature capabilities, please click the “Print, Sign and Mail” button. Figure 4-16

will display.

Note: The “Sign Electronically” button will only be displayed if the Fuels Program has received your CDX 

Electronic Signature Agreement. Please refer to Appendix B: Using the e-Signature Widget for further details.
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Figure 4-16 Company Association: Print, Sign and Mail Page

Click the “Click here to save copies of your registration forms” link to save a hard copy of your 

registration forms in PDF form. It is required that you save a copy of your registration forms 

before submitting your request. If you attempt to select the “Home” button without first saving a 

copy of your registration forms, a notification window will appear prompting you to first save 

your forms. 

Once you have submitted your Updated Company Association, you will receive an email 

notification stating your request is awaiting RCO signature along with a hard copy of your 

company association registration forms and. The updated company association request will 

appear in the pending requests section of your OTAQ Registration Home Page. Please reference 

Section 4.4 for information on viewing pending association requests. 

4.3 Remove Existing Company Association

To remove an existing company association, navigate to the Update Company Associations page 

as shown in Figure 4-17. 

Note: All Company Association Update Requests require a signed RCO Delegation Letter by your Company 

Responsible Corporate Officer. The RCO Delegation Letter is included in the hard copy of your company 

association registration forms.
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Figure 4-17 Remove Company Association

Select the checkbox next to the company association you wish to remove and click the “Remove 

Selected” button. Figure 4-18 will display.

Figure 4-18 Remove Company Pop-Up

Click the “Yes” button to confirm that you would like to remove the selected company 

association. Figure 4-19 will display.
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Figure 4-19 Removed Company Association

The removed icon will now display next to the company association you have removed. 

Click the “Review” button. Figure 4-20 will display.

Figure 4-20 Remove Company Association Confirmation

If the removed company association is correct, click the “Submit” button. Figure 4-21 will 

display. 

Note: Upon landing on the Signature page you will be prompted with a Security Warning. Please refer to 

Appendix C: System Java Requirements for further details.
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Figure 4-21 Update Company Associations Page

To electronically sign your User Responsibility Letter for the Company Association request, 

please click the “Sign Electronically” button. Figure 9-1 will display. Please reference Appendix 

B: Using the e-Signature Widget for instructions on signing electronically. 

If you wish to submit hard copies of your registration forms to the Fuels Program or if your RCO 

does not have e-signature capabilities, please click the “Print, Sign and Mail” button. Figure 4-22

will display.

Note: The “Sign Electronically” button will only be displayed if the Fuels Program has received your CDX 

Electronic Signature Agreement. Please refer to Appendix B: Using the e-Signature Widget for further details.
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Figure 4-22 Company Association: Print, Sign and Mail Page

Click the “Click here to save copies of your registration forms” link to save a hard copy of your 

registration forms in PDF form. It is required that you save a copy of your registration forms 

before submitting your request. If you attempt to select the “Home” button without first saving a 

copy of your registration forms, a notification window will appear prompting you to first save 

your forms. 

Once you have submitted your Remove Company Association request, you will receive an email 

notification stating your request is awaiting RCO signature along with a hard copy of your 

company association registration forms. The updated company association request will appear in 

the pending requests section of your OTAQ Registration Home Page. Please refer to section 4.4

for information on viewing pending association requests. 

4.4 Pending Company Association Requests

Congratulations! You have successfully submitted your Company Association Request in the 

OTAQReg application. As shown in Figure 4-23, your request will be displayed in your Pending 

Requests queue on your OTAQ Registration Home Page along with its current status.

Note: All Company Association Removal Requests require a signed User Association Termination Letter by your 

Company Responsible Corporate Officer. The User Association Termination Letter is included in the hard copy 

of your company association registration forms. 
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Figure 4-23 Pending Company Association Requests

To view a pending Company Association Request, click the Company Name link for a request in 

the Pending Requests Queue with the Company Association icon . Figure 4-24 will display.

Figure 4-24 Company Association Request

The Company Association Request page displays all request information. To return to the 

OTAQReg Home Page click the “Return” button. 

To cancel the Company Association Request, click the “Cancel Request” button. A notification 

window will appear, prompting you to select the “Yes” button to continue with the request 

cancellation or the “No” button to return to the previous page. The request will be canceled 

immediately and will no longer display in the Pending Requests queue. 
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5 Create New Company

The following sections describe how to create a new company in the OTAQReg application.

Figure 5-1 OTAQ Registration Home Page

Click the “Associate to Company” link in the left side toolbar of your OTAQ Registration Home 

Page as seen in Figure 5-1. Figure 5-2 will display.
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5.1 Verify Company Does Not Exist in OTAQReg

Figure 5-2 Associate to Company Search Page

Before you can create a new company, you must first confirm that the company you intend to 

create does not already exist in OTAQReg. Enter search criteria pertinent to your company and 

click the “Search” button as seen in Figure 5-2. Figure 5-3 will display. 

Please note, search terms act together to narrow results. For example, searching on the state 

New York and the city New will return all companies located in New York state that have New 

in their city’s name. It is recommended that companies use broad searches to avoid delays and 

registration issues caused by a user attempting to duplicate a company registration.

Figure 5-3 Associate to Company Search Results

The page will return a list of companies matching the provided search criteria. If your company 

is displayed in the search results then please refer to Section 4.1 for instructions on how to 

associate to an existing company.

If it is determined that your company does not currently exist in OTAQReg, click the “Create 

New Company” button. Figure 5-4 will display.
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5.2 Create Company Details

Figure 5-4 Create New Company: Company Details Page
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The Create New Company: Company Details page displays fields for you to provide the 

Company Name, Location, Responsible Corporate Officer information, Program Types, 

Business Activities, Company Contacts, and other required company details.

Enter information for all required fields. Required fields are marked with a red star. 

The Business Activities associated to each Program Type are displayed once a Program Type is 

selected as shown in Figure 5-5. 

Figure 5-5 Program Types and Business Activities

To add a company contact, click the “Add New Contact” button. Figure 5-6 will display.
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Figure 5-6 Company Contacts

Enter information in all required fields by typing in the textboxes. Click the “Save Contact” 

button. The contact will now be listed in the company details. 

After you have provided your complete company details, click the “Next” button. Figure 5-7 will 

display. 

5.2.1 Select Company Roles

Figure 5-7 Create New Company: Company Roles

As the creator of a company, the Company Editor role is pre-selected for you. Click the 

“Company Editor” link to add additional roles. Figure 5-8 will display.
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Figure 5-8 Company Roles Pop-Up

Choose the appropriate OTAQ Registration and OTAQ Program roles by selecting the 

corresponding radio button and checkboxes (reference Appendix A: OTAQ Registration Roles if 

you are unsure which roles to select). You may select only one OTAQ Registration role however 

multiple OTAQ Program roles are allowed. Click the “Select All” link to select all OTAQ 

Program Roles. Figure 5-9 will display.

Figure 5-9 Selected Company Roles 

Click the “Next” button. Figure 5-10 will display.

5.3 Adding Company Facilities

Your company may or may not require that you add a Facility depending on the Program Types 

and Business Activities selected for your company. 
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Figure 5-10 Create New Company: Facility List

Click the “Review” button. Figure 5-11 will display if your company is required to have at least 

one facility. If your company is not required to have at least one facility then you will be directed 

to the Create New Company Signature page as shown in Figure 4-11 (continue to Section 5.5).

Figure 5-11 Create New Company: Facility List Requires Facility

To add a facility to your company click the “Add Facility” button. Figure 5-12 will display.

Figure 5-12 Create New Company: Facility Type

The Facility Types are pre-populated on the page based on the Program Type(s) and Business 

Activity(s) you selected for your company. Select the radio button next to the appropriate facility 

type you wish to add and click the “Next” button. Figure 5-13 will display. (Note: if your 

facility processes both diesel/biodiesel and gas/ethanol, it will be necessary to create two 

facilities with the same address and different facility types.) 

Note: You may cancel adding a facility at any time by selecting the “Cancel Facility” button.
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Figure 5-13 Create New Company: Facility Activities

The Facility Activities are pre-populated onto the page based on the Program Type(s), Business 

Activity(s), and Facility Type you selected. Click the checkbox next to all applicable facility 

activities and click the “Next” button. Figure 5-14 will display.

5.4 Verify Facility Does Not Exist in OTAQReg

Figure 5-14 Create New Company: Search for Existing Facility

Before you can create a new facility, you must first confirm the facility you intend to create does 

not already exist in the OTAQReg application. To confirm whether or not your facility already 

exists in OTAQReg, search for your facility by providing search criteria into the facility search 

fields. Click the “Search” button. Figure 5-15 will display.

Please note, search terms act together to narrow results. For example, searching on the state 

New York and the city New will return all facilities located in New York state that have New in 

their city’s name. It is recommended that companies use broad searches to avoid delays and 

registration issues caused by a user attempting to duplicate a facility registration.
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Figure 5-15 Facility Search Results

The page will return a list of facilities matching the provided search criteria. If your facility is 

displayed in the search results then please refer to Section 5.4.1.2 for instructions on how to add 

an existing facility. 

If it is determined that your facility does not currently exist in OTAQReg, click the “Create New 

Facility” button. Figure 5-16 will display.

5.4.1.1 Create New Facility

Figure 5-16 Create New Company: Basic Facility Details

Enter information for all required fields. Required fields are identified with a red star. Click the 

“Next” button when finished. Figure 5-17 will display.
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Figure 5-17 Create New Company: Facility Details

Enter information in all required fields by typing in the textboxes and selecting from available 

drop-down menus. The sections and required fields displayed on the Facility Details page will 

vary depending on the Facility Types and Facility Activities you previously selected for the 

facility. 

Note: Address 1 may not be a P.O. Box address. If you are entering an international address that has no postal 

code, enter “00000.”
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Click the “Save Facility” button when finished. Figure 5-18 will display.

Figure 5-18 Create New Company: Facility List

If the displayed facility information is correct, click the “Review” button. Figure 5-23 will 

display (continue to Section 5.5). 

5.4.1.2 Add Existing Facility

Figure 5-19 Select Existing Facility

If it is determined that your Facility exists in OTAQReg, choose the desired facility by selecting 

the corresponding radio button and clicking the “Use Selected Facility” button as seen in Figure 

5-19. Figure 5-20 will display.
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Figure 5-20 Existing Facility Details

The existing Facility Name and Location will be pre-populated on the page. The Facility Name 

field is editable however you are not able to edit the facility location for an existing facility. 

Provide information for all required fields and click the “Next” button. Figure 5-21 will display.
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Figure 5-21 Create Facility Details

Enter information in all required fields by typing in the textboxes and selecting from available 

drop-down menus. The sections and required fields displayed on the Facility Details page will 

vary depending on the Facility Types and Facility Activities you previously selected for the 

facility. 

Click the “Save Facility” button when finished. Figure 5-22 will display.
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Figure 5-22 Review Facility List

If the displayed facility information is correct, click the “Review” button. Figure 5-23 will 

display. 

5.5 Review and Submit New Company Information

Figure 5-23 Create New Company: Review

The Create New Company: Review page displays a read-only version of the company and 

facility details provided. If the new company information on the page is correct click the 

“Continue” button. Figure 5-24 will display.

Note: Upon landing on the Signature page you will be prompted with a Security Warning. Please refer to 

Appendix C: System Java Requirements for further details.
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Figure 5-24 Create New Company: Print and Sign Page

To electronically sign your User Responsibility Letter for the Company Association request, 

click the “Sign Electronically” button. Figure 9-1 will display. Please reference Appendix B: 

Using the e-Signature Widget for instructions on signing electronically.

If you wish to submit hard copies of your registration forms to the Fuels Program or if your RCO 

does not have e-signature capabilities, please click the “Print, Sign and Mail” button. Figure 5-25

will display.

Note: The “Sign Electronically” button will only be displayed if the Fuels Program has received your CDX 

Electronic Signature Agreement. Please refer to Appendix B: Using the e-Signature Widget for further details.
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Figure 5-25 New Company: Print, Sign and Mail Page

Click the “Click here to save copies of your registration forms” link to save a hard copy of your 

registration forms in PDF form. It is required that you save a copy of your registration forms 

before submitting your request. If you attempt to select the “Home” button without first saving a 

copy of your registration forms, a notification window will appear prompting you to first save 

your forms. 

Once you have submitted your New Company Request, you will receive an email notification 

stating your new company is awaiting RCO signature. The company request will appear in the 

pending requests section of your OTAQ Registration Home Page as shown in Figure 5-26. 

5.6 Pending New Company Requests

Congratulations! You have successfully submitted your New Company Request in the 

OTAQReg application. As shown in Figure 5-26, your request will be displayed in your Pending 

Requests queue on your OTAQ Registration Home Page along with its current status.
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Figure 5-26 OTAQ Registration Home page: Pending Requests

To view a pending New Company Request, click the Company Name link in the Pending 

Requests Queue for a request identified with the New Company icon . Figure 5-27 will 

display.
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Figure 5-27 New Company Request
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The New Company Request page displays all of the company’s information. To return to the 

OTAQReg Home Page click the “Return” button. 

To cancel the New Company Request, click the “Cancel Request” button. A notification window 

will appear, prompting you to select the “Yes” button to continue with the request cancellation or 

the “No” button to return to the previous page. The request will be canceled immediately and 

will no longer display in the Pending Requests queue. 
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6 View Company Details

The following section describes how to view company details in the OTAQReg application. 

Figure 6-1 OTAQ Registration Home Page

To view a company’s details, navigate to your OTAQ Registration Home Page and click the 

Company Name link for a company with which you have an active role as seen in Figure 6-1. 

The company details will display as shown in Figure 6-2. 
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Figure 6-2 Company Information: Company Details

The level of company information displayed depends on your OTAQ Registration role for the 

company. Please reference Appendix A: OTAQ Registration Roles for further information on the 

OTAQ Registration Roles and their designated rights.
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7 Edit Company Details

The following sections describe how to edit company details in the OTAQReg application. 

7.1 Edit Company Details

Figure 7-1 OTAQ Registration Home Page

To edit a company’s details, navigate to your OTAQ Registration Home Page and click the 

Company Name link for a company with which you have an active Company Editor role as seen 

in Figure 7-1. Figure 7-2 will display.

Note: You MUST have the Company Editor role for your company to edit company details.
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Figure 7-2 Company Information: Company Details
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The top of the page states, “You are currently in VIEW mode.” Click the “Edit” button located 

on the top right side of the page. Figure 7-3 will display.
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Figure 7-3 Company Details Edit Page
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The page will now state, “You are currently in EDIT mode.” 

Edit the company information by typing in the textboxes, selecting new checkboxes, and/or 

selecting new radio buttons. The company’s facility details and RCO information may also be 

updated. Information on how to edit these pieces of information can be found in Sections 7.4 and

7.6 respectively.

When all updates have been made, click the “Review” button. Figure 7-4 will display.

Note: If the company edits contain changes to the company’s Program Types and Business Activities that have 

specific facility requirements, you will be prompted with an error message to edit the Facility Information 

accordingly.
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7.2 Review Company Details Changes

Figure 7-4 Company Information: Review
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The Company Information Review page displays a read-only version of the updated company 

record. If the information displayed on the review screen is correct, click the “Continue” button. 

Figure 7-5 will display. 

Figure 7-5 Company Information: Print and Sign Page

To electronically sign your User Responsibility Letter for the Company Association request, 

please click the “Sign Electronically” button. The screen in Figure 9-1 will display. Please

reference Appendix B: Using the e-Signature Widget for instructions on signing electronically. 

If you wish to submit hard copies of your registration forms to the Fuels Program or your RCO 

does not have e-signature capabilities, please click the “Print, Sign and Mail” button. Figure 7-6

will display.

Note: The “Sign Electronically” button will only be displayed if the Fuels Program has received your CDX 

Electronic Signature Agreement. Please refer to Appendix B: Using the e-Signature Widget for further details.

Note: Upon landing on the Signature page you will be prompted with a Security Warning. Please refer to 

Appendix C: System Java Requirements for further details.
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Figure 7-6 Company Update: Print, Sign and Mail Page

Click the “Click here to save copies of your registration forms” link to save a hard copy of your 

registration forms in PDF form. It is required that you save a copy of your registration forms 

before submitting your request. If you attempt to select the “Home” button without first saving a 

copy of your registration forms, a notification window will appear prompting you to first save 

your forms. 

Once you have submitted your Company Update request, you will receive an email notification 

stating your company update request is awaiting RCO signature along with a hard copy of your 

company update registration forms. 

The request will also be listed in the pending requests section of your OTAQ Registration Home 

Page as shown in Figure 7-7. Company Updates must be signed by the Company RCO and 

approved by EPA. 

7.3 Pending Company Update Request

Congratulations! You have successfully submitted your Company Update Request in the 

OTAQReg application. As shown in Figure 7-7, your request will be displayed in your Pending 

Requests queue on your OTAQ Registration Home Page along with its current status.

Note: All Company Update requests require a signed RCO statement by your Company’s Responsible Corporate 

Officer. The RCO signature statement is included in the hard copy of your company update registration forms.
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Figure 7-7 Updated Company Pending Request

To view a pending Company Update Request, click the Company Name link in the Pending 

Requests Queue for a request identified with the Company Update icon . Figure 7-8 will 

display. 
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Figure 7-8 Company Update Request
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The Company Update Request page displays the current company information as well as a list of 

changes made by the request. To view the active version of the company record, click the “View 

Active Version” button. 

To return to the OTAQReg Home Page, click the “Return” button. 

To cancel the Company Update Request, click the “Cancel Request” button. A notification 

window will appear, prompting you to select the “Yes” button to continue with the request 

cancellation or the “No” button to return to the previous page. The request will be canceled 

immediately and will no longer display in the Pending Requests queue. 

7.4 Edit Facility Details

To edit Facility Details for a company, click the Facility Details tab shown in Figure 7-9 while in 

EDIT mode. Figure 7-10 will display.
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Figure 7-9 Facility Details Tab
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Figure 7-10 Company Information: Facility List

Click the facility name link. Figure 7-11 will display.

Figure 7-11 Company Information: Facility Type

The Facility Type page displays the facility’s current facility type. This information is not 

editable for any existing facilities. Click the “Next” button. Figure 7-12 will display.

Figure 7-12 Company Information: Facility Activities
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The Facility Activities page displays all possible facility activities. Select the appropriate facility 

activities and click the “Next” button. Figure 7-13 will display.

Figure 7-13 Company Information: Basic Facility Details

The Basic Facility Details page is pre-populated with the current facility detail information. 

Update the information by typing in the textboxes. When finished click the “Next” button. Figure 

7-14 will display.
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Figure 7-14 Company Information: Facility Details

The Facility Details page is pre-populated with the current facility information. Make any 

required updates to the facility specific information and click the “Save Facility” button to apply 

the changes. Figure 7-15 will display.

Figure 7-15 Facility List: Updated Facility

The facility will display with the updated icon . Click the “Review” button and follow the 

steps in Section 7.2 to complete your Company Update submission. 

7.5 Remove Facility 

To remove a Facility from a company, click the Facility Details tab as seen in Figure 7-15 while 

in EDIT mode. Figure 7-16 will display.
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Figure 7-16 Company Information: Facility List

Select the checkbox for the corresponding facility and click the “Remove Selected” button. 

Figure 7-17 will display. 

Figure 7-17 Remove Facility Confirmation

Click the “Yes” button to remove the facility. Figure 7-18 will display.

Figure 7-18 Facility List: Removed Facility

The facility will display with the removed icon . Click the “review” button and follow the 

steps in Section 7.2 to complete your Company Update submission. 
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7.6 Initiate RCO Update Request

To update the RCO information for your company, click the “Initiate RCO Update Request” 

button shown in while in EDIT mode as shown in Figure 7-19. Figure 7-20 will display.

Note: Clicking the “Initiate RCO Update Request” button will initiate a RCO Update request which is processed 

separately from any company edits.
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Figure 7-19 Initiate RCO Update Request
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Figure 7-20 RCO Update

The RCO Update page is pre-populated with the current RCO information. Update the RCO 

information by typing in the displayed textboxes. Please note you must enter a reason for the 

RCO update. Once you have completed your RCO updates, click the “Continue” button. Figure 

7-21 will display.
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Figure 7-21 Further Action Required

A popup window will display indicating that further action is required to complete this RCO 

update. Once you have reviewed the message, click the “OK” button. Figure 7-22 will display.

Figure 7-22 Submit RCO Update

Click the “Submit” button. Figure 7-23 will display.
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Figure 7-23 RCO Update: Print, Sign and Mail Page

Click the “Click here to save copies of your registration forms” link to save a hard copy of your 

registration forms in PDF form. It is required that you save a copy of your registration forms 

before submitting your request. If you attempt to select the “Home” button without first saving a 

copy of your registration forms, a notification window will appear prompting you to first save 

your forms. 

An email will be sent to you, the current company RCO, and the new company RCO (if 

applicable) containing a hardcopy of the request and confirming your RCO update request. The 

request will also be listed in the pending requests section of your OTAQ Registration Home Page 

as shown in Figure 7-24. 

7.7 Pending RCO Update Request

Congratulations! You have successfully submitted your RCO Update Request in the OTAQReg 

application. As shown in Figure 7-24, your request will be displayed in your Pending Requests 

queue on your OTAQ Registration Home Page along with its current status.

Note: All RCO Updates must be hand-signed by the existing company RCO and the new company RCO (if the 

RCO is changing) and mailed to the Fuels Program. The signature letter is included in the hard copy of the 

request. 
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Figure 7-24 Pending RCO Update

To view a pending RCO Update Request, click the Company Name link in the Pending Requests 

Queue for a request identified with the RCO update icon . Figure 7-25 will display.
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Figure 7-25 RCO Update Request

The RCO Update Request page displays the current RCO information as well as a list of changes 

made by the request. To return to the OTAQReg Home Page click the “Return” button. 

To cancel the RCO Update Request, click the “Cancel Request” button. A notification window 

will appear, prompting you to select the “Yes” button to continue with the request cancellation or 

the “No” button to return to the previous page. The request will be canceled immediately and 

will no longer display in the Pending Requests queue. 
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8 Appendix A: OTAQ Registration Roles

8.1 OTAQ Registration Roles

• Limited Company Viewer: This role has limited read-only access to associated company and 

facility information. Users with this role will not be able to see RCO information. These 

users will also be limited to only basic facility information on the Facility Details page. 

• Company Viewer: This role has full read-only access to associated company and facility 

information. 

• Company Editor: This role has full viewing and editing rights to associated company and 

facility information. 

8.2 OTAQ Program Roles: 

• Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter: Users should select this role if they 

are registering for the Cellulosic Biofuel Waiver Credits Pay.gov application to purchase 

cellulosic biofuel waiver credits on behalf of the company (This role should only be selected 

if the company registered as a gasoline or diesel refiner or a non-renewable fuels importer). 

• DC Fuels Submitter, Third Party Engineering Review: This role applies only if users are 

registering for the DC Fuels data flow and Title 40 CFR Part 80 Subpart M Independent 

Third Party Engineering Review. This will be automatically selected when “Independent

Third Party Engineer” is chosen.

• DC Fuels Submitter, Title 40 CFR Part 79 Subparts A,B,C,D, and F: Users should select this 

role if they are registering for the DC Fuels data flow and Title 40 CFR Part 79 Regulation of 

Fuels and Fuel Additives. 

• DC Fuels Submitter, Title 40 CFR Part 80 Subparts D, E, F, H, J, and L: Users should select 

this role if they are registering for the DC Fuels data flow and Title 40 CFR Part 80 

Reformulated Gasoline / Anti-Dumping / Gasoline Toxics / Gasoline Sulfur / Gasoline 

Benzene. 

• DC Fuels Submitter, Title 40 CFR Part 80 Subpart I: Users should select this role if they are 

registering for the DC Fuels data flow and Title 40 CFR Part 80 Motor Vehicle, Nonroad, 

Locomotive, and Marine Diesel Fuel. 

• DC Fuels Submitter, Title 40 CFR Part 80 Subparts K and M: Users should select this role if 

they are registering for the DC Fuels data flow and Title 40 CFR Part 80 Renewable Fuel 

Standard. 

• EMTS Viewer: User should select this role if they are requesting view-only access to the 

EMTS data flow. 

• EMTS Submitter: Users should select this role if they are requesting both editing and 

submitting rights to EMTS. 

• Agent: Users should select this role if they are an agent for a company (The definition of an 

agent is a person who is not a direct employee of the company). 

• Independent Third Party Engineer: Users should select this role if they are an independent 

third party engineer. Selecting this role will automatically de-select all other OTAQReg 
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Program roles, and add the DC Fuel Submitter, Third Party Engineering Review and OTAQ 

Registration Company Viewer roles. All other roles will be disabled.
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9 Appendix B: Using the e-Signature Widget

Users should refer to the steps outlined in this section to successfully sign submissions within the 

OTAQReg application. 

Upon selecting the “Submit” button for an OTAQReg submission, you will be prompted with the 

certification statement as shown in Figure 9-1. 

Figure 9-1 Certification Statement

Upon reading the full agreement, click the “Accept” button. Figure 9-2 will display.

Figure 9-2 Authentication

This page requires you to verify your CDX identity. The page displays your CDX User ID and a 

field to provide your CDX password. If you enter an incorrect password, you will be prompted 

with an error message. After three failed attempts, your CDX account will be locked. To unlock 

your account, contact the CDX Help Desk at 888-890-1995 or helpdesk@epacdx.net. 

Enter your CDX user account password and click the “Login” button. Figure 9-3 will display.
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Figure 9-3 Answer Secret Question

The next step is to provide the answer to your secret question. The page will display one of the 

five secret questions you chose during your e-Signature PIN verification.

If you fail to respond or enter an incorrect answer, you will be prompted with an error message. 

Please note that the secret question will not change should you answer incorrectly. After three 

failed attempts, your CDX account will be locked. To unlock your account, contact the CDX 

Help Desk at 888-890-1995 or heldesk@cdx.net. 

Enter the answer you provided during your e-Signature PIN verification and click the “Answer” 

button. Figure 9-4 will display.

Figure 9-4 Sign File

Click the “Sign” button. 

Congratulations! You have successfully electronically signed and submitted your OTAQReg 

submission. 
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10 Appendix C: System Java Requirements

In order to electronically sign submissions in OTAQReg, the system requires that you have Java 

Runtime Environment (JRE) 1.6.0_11+ installed on your device. During your first submission 

attempt in OTAQReg, you will be prompted with the message shown in Figure 10-1 if you do 

not have JRE installed.

Figure 10-1 JRE Installation 

Click the “OK” button to download Java Runtime Environment. 

If your device already has JRE installed, then you will be prompted with a security warning on 

the Print and Sign page of your requests. This security warning will vary depending on the web 

browser you are using as shown in Figure 10-2 thru Figure 10-5. 

Figure 10-2 Mozilla Firefox Security Warnings

Note: Certain configurations require administrator rights to install and update JRE. Please check your corporate 

IT policy before installing and using this software.
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Figure 10-3 Internet Explorer Security Warnings

Figure 10-4 Safari Security Warnings

Figure 10-5 Google Chrome Security Warnings
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Select the “Run”, “Trust”, or “Allow” button (depending on your web browser). You may be 

prompted with two Security Warnings, continue to select the “Run”, “Trust” or “Allow” button. 
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11 Appendix D: OTAQ Registration Lists

Users can view and download the OTAQ Registration Lists by clicking any of the hyperlinks 

provided in the Registration Lists section of their OTAQ Registration Home Page as shown in 

Figure 11-1. 

Figure 11-1 Registration Lists
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12 Appendix E: Support Information

For frequently asked questions about the content, formats, or policies for the Office of 

Transportation and Air Quality (OTAQ) please reference the Fuels Program website at 

http://www.epa.gov/otaq/fuels/index.htm. 

For any general or technical questions related to the Central Data Exchange you may contact any 

of the following: 

• Telephone - Person-to-person telephone support is available from the CDX Help Desk 8:00 

am to 6:00 pm EST. Call our toll-free line at 888-890-1995. 

• Email - Send e-mail to Technical Support at helpdesk@epacdx.net with “Technical Support” 

in the Subject line.

If you have any questions relating to fuels programs registration, reporting, or OTAQReg, please 

contact the EPA Fuels Programs and EMTS Support Line at support@epamts-support.com.