Exchange Network Grant Semi-Annual Reporting Forms

1. Exchange Network Grant Semi-Annual Reporting Forms Grantee Reporting Using CDX

2. 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

3. 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

4. Reporting Overview

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

6. Reporting Overview • 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 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

7. CDX Homepage • Users sign into CDX http://cdx.epa.gov/

8. Registration – New Users • Type in “IEPB” and select the IEPB Program

9. Registration – New User • Select “Grantee” as the Role

10. Registration – New User • Select your State/Tribe/ Territory and then your Grant(s)

11. Registration – New User

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

13. Registration – New User • Once you complete registration, you will receive a confirmation number. • This step also triggers an activation email.

14. 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.

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

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

17. Have CDX Account, Need to add IEPB • On the MyCDX tab, select “Add Program Service”

18. Have CDX Account, Need to add IEPB • Type in “IEPB” and select the IEPB Program

19. Have CDX Account, Need to add IEPB • Select “Grantee” as the Role

20. Have CDX Account, Need to add IEPB • Select your State/Tribe/Territory and then your Grant(s)

21. Have CDX Account, Need to add IEPB • Select your Organization

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

23. 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.

24. Add a new Grant to CDX • On the MyCDX tab, select “Manage Your Program Services”

25. Add a new Grant to CDX • Select “Request a new Role”

26. Add a new Grant to CDX • Select “Grantee” as the Role

27. Add a new Grant to CDX • Select your State/Tribe/Territory and then your Grant(s)

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

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

30. Reporting – New Report First time in, start a new report 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

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) • 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

32. 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 • Upon approval or disapproval, grantees will receive an e-mail notification

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

34. Reporting - Approved Reports 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” Reselect report type & update reporting form