US Environmental Protection Agency 11 Exchange Network Grant Semi-Annual Reporting Forms Grantee Reporting Using CDX

US Environmental Protection Agency 22 Table of Contents n Dataflow Overview n Reporting Overview n New User Registration n Existing Users adding IEPB Application to CDX Account n Existing Users adding more grants to CDX Account n Reporting –New Report –Disapproved Reports –Approved Reports

US Environmental Protection Agency 33 Dataflow Overview n Semi-annual Reporting Forms are required for all Exchange Network grants awarded with fiscal year 2008 solicitation notice and all notices from that date forward n Online reporting is done through EPA’s Central Data Exchange (CDX) n Once approved, data will be stored in appropriate EPA databases

US Environmental Protection Agency 44 Reporting Overview

US Environmental Protection Agency 55 Reporting Overview 1. Register with CDX a)Grantees request access to specific grants b)Grantee/grant requests must be approved by EPA program office database administrator User will receive an notice of approval or denial 2. Registered Users Log into CDX a)Users select IEPB reporting form link b)If grantee has been approved for more than 1 grant, user is prompted to select a specific grant c)Users see grantee home page where they can start a report, edit a report or review the status of previously submitted reports d)Users submit completed report to EPA Regional Project Officer

US Environmental Protection Agency 66 Reporting Overview 3. Regional Project Officer approves or disapproves each report –If approved, report routed to appropriate EPA databases –If disapproved, Regional Project Officer (RPO) enters a reason + returns report to grantee –Grantee receives an notifying them of the approval or disapproval –If disapproved, must make changes and resubmit report to EPA Regional Project Officer 4. Users cannot change project plan/goal without prior approval of RPO and Grants Administration Division (GAD) –If changes to project plans/goals, changes will be made in system by system administrator

US Environmental Protection Agency 77 CDX Homepage n Users sign into CDX 7

US Environmental Protection Agency 88 n Type in “IEPB” and select the IEPB Program Registration – New Users 8

US Environmental Protection Agency 99 Registration – New User n Select “Grantee” as the Role 9

US Environmental Protection Agency 10 Registration – New User n Select your State/Tribe/ Territory and then your Grant(s) 10

US Environmental Protection Agency 11 Registration – New User 11

US Environmental Protection Agency 12 Registration – New User 12 Clicking a matching search result will display organization details fields, where user will enter contact information

US Environmental Protection Agency 13 Registration – New User 13 n Once you complete registration, you will receive a confirmation number. n This step also triggers an activation .

US Environmental Protection Agency 14 Registration – New User 14 n You will receive an that will contain an activation link and will not be able to log into your account until the link has been clicked on. n Upon clicking the link, you will be directed to the CDX Homepage, where you will then be allowed to log in and complete your registration and CDX account creation.

US Environmental Protection Agency 15 Registration – New User n Once your access is approved by the Administrator, Michael Kaufman you will be able to submit reports. 15

US Environmental Protection Agency 16 …if a User has a CDX Account, however needs to add Exchange Network Grant Reporting Forms Program to their account. 16 Steps for…

US Environmental Protection Agency 17 Have CDX Account, Need to add IEPB n On the MyCDX tab, select “Add Program Service”

US Environmental Protection Agency 18 Have CDX Account, Need to add IEPB 18 n Type in “IEPB” and select the IEPB Program

US Environmental Protection Agency 19 Have CDX Account, Need to add IEPB n Select “Grantee” as the Role 19

US Environmental Protection Agency 20 Have CDX Account, Need to add IEPB n Select your State/Tribe/Territory and then your Grant(s) 20

US Environmental Protection Agency 21 Have CDX Account, Need to add IEPB n Select your Organization 21

US Environmental Protection Agency 22 Have CDX Account, Need to add IEPB n Once your access is approved by the Administrator, (Michael Kaufman) you will be able to submit reports. 22

US Environmental Protection Agency 23 …if a user has a CDX Account and existing access to the Exchange Network Grant Reporting Forms Program but needs to add an additional/new grant. 23 Steps for…

US Environmental Protection Agency 24 Add a new Grant to CDX n On the MyCDX tab, select “Manage Your Program Services” 24

US Environmental Protection Agency 25 Add a new Grant to CDX n Select “Request a new Role” 25

US Environmental Protection Agency 26 Add a new Grant to CDX n Select “Grantee” as the Role 26

US Environmental Protection Agency 27 Add a new Grant to CDX n Select your State/Tribe/Territory and then your Grant(s) 27

US Environmental Protection Agency 28 Add a new Grant to CDX n Once your access is approved by the Administrator, (Michael Kaufman) you will be able to submit reports. 28

US Environmental Protection Agency 29 Reporting Click link on MyCDX – Exchange Network Grant Semi-Annual Reporting Forms If registered for multiple grants – must choose one

US Environmental Protection Agency 30 Reporting – New Report First time in, start a new report You must specify what type of report this is n The report-type selection is very important and cannot be changed unless the report is rejected by the regional PO

US Environmental Protection Agency 31 Reporting – New Report Blank form is presented (grant details pre-populated) For new reports, goals & outputs are enterable (note, screenshot is after manually entering goals & outputs) n Goals & outputs may be entered on an initial report – once the report is “Approved”, these fields become read-only & may only be changed by EPA Program Office representative n Completion dates & outcomes continue to be enterable

US Environmental Protection Agency 32 Reporting n All reports submitted go to Regional Project Officer for approval or disapproval –If approved, report routed to appropriate EPA databases –If disapproved, RPO will enter a reason for the disapproval n Upon approval or disapproval, grantees will receive an notification

US Environmental Protection Agency 33 Reporting - Disapproved Reports Reports listed as Rejected (Rejection remarks are shown) Click “Edit” to edit form (Reselect report type & edit reporting form)

US Environmental Protection Agency 34 Reporting - Approved Reports n Approved reports have been reviewed & accepted by Regional PO n At next reporting period: grantee signs into CDX & goes to Grantee home page report status is Approved grantee clicks to “Copy to New Reporting Period” n Reselect report type & update reporting form