US Environmental Protection Agency Exchange Network Grant SemiAnnual

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

US Environmental Protection Agency n n n Table of Contents Dataflow Overview Reporting Overview New User Registration Existing Users adding IEPB Application to CDX Account Existing Users adding more grants to CDX Account Reporting – New Report – Disapproved Reports – Approved Reports 2

US Environmental Protection Agency n n n Dataflow Overview 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 Online reporting is done through EPA’s Central Data Exchange (CDX) Once approved, data will be stored in appropriate EPA databases 3

US Environmental Protection Agency Reporting Overview 4

US Environmental Protection Agency 1. Reporting Overview 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 e-mail 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 5

US Environmental Protection Agency 3. Regional Project Officer approves or disapproves each report – – 4. Reporting Overview If approved, report routed to appropriate EPA databases If disapproved, Regional Project Officer (RPO) enters a reason + returns report to grantee Grantee receives an e-mail notifying them of the approval or disapproval If disapproved, must make changes and resubmit report to EPA Regional Project Officer 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 6

US Environmental Protection Agency CDX Homepage n Users sign into CDX http: //cdx. epa. gov/ 7 7

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

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

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

US Environmental Protection Agency Registration – New User 11 11

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

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

US Environmental Protection Agency n n Registration – New User You will receive an email that will contain an activation link and will not be able to log into your account until the link has been clicked on. 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. 14 14

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

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

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

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

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

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

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

US Environmental Protection Agency 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 22

US Environmental Protection Agency Steps for… …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 23

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

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

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

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

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

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

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

US Environmental Protection Agency Reporting – New Report For new reports, goals & outputs are enterable Blank form is presented (grant details pre-populated) (note, screenshot is after manually entering goals & outputs) n 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 Completion dates & outcomes continue to be enterable 31

US Environmental Protection Agency n Reporting 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 e-mail notification 32

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

US Environmental Protection Agency Reporting - Approved Reports n n Approved reports have been reviewed & accepted by Regional PO 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 34 Reselect report type & update reporting form