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US EnvironmentalProtectionAgency
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Exchange Network Grant Semi-Annual Reporting Forms
Grantee Reporting Using CDX
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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
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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
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Reporting Overview
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Reporting Overview
1. Register with CDXa) 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 CDXa) 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
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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 e-mail 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
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CDX Homepage
Users sign into CDX http://cdx.epa.gov/
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Type in “IEPB” and select the IEPB Program
Registration – New Users
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Registration – New User
Select “Grantee” as the Role
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Registration – New User
Select your State/Tribe/ Territory and then your Grant(s)
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Registration – New User
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Registration – New User
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Clicking a matching search result will display organization details fields, where user will enter contact information
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Registration – New User
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Once you complete registration, you will receive a confirmation number.
This step also triggers an activation email.
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Registration – New User
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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.
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Registration – New User
Once your access is approved by the Administrator, Michael Kaufman you will be able to submit reports.
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…if a User has a CDX Account, however needs to add Exchange Network Grant Reporting Forms Program to their account.
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Steps for…
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Have CDX Account, Need to add IEPB
On the MyCDX tab, select “Add Program Service”
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Have CDX Account, Need to add IEPB
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Type in “IEPB” and select the IEPB Program
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Have CDX Account, Need to add IEPB
Select “Grantee” as the Role
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Have CDX Account, Need to add IEPB
Select your State/Tribe/Territory and then your Grant(s)
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Have CDX Account, Need to add IEPB
Select your Organization
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Have CDX Account, Need to add IEPB
Once your access is approved by the Administrator, (Michael Kaufman) you will be able to submit reports.
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…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.
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Steps for…
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Add a new Grant to CDX
On the MyCDX tab, select “Manage Your Program Services”
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Add a new Grant to CDX
Select “Request a new Role”
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Add a new Grant to CDX
Select “Grantee” as the Role
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Add a new Grant to CDX
Select your State/Tribe/Territory and then your Grant(s)
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Add a new Grant to CDX
Once your access is approved by the Administrator, (Michael Kaufman) you will be able to submit reports.
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Reporting
Click link on MyCDX –Exchange Network Grant Semi-Annual Reporting Forms
If registered for multiple grants – must choose one
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Reporting – New Report
First time in, start a new reportYou 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
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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”, thesefields become read-only & may only be changed by EPA Program Office representative
Completion dates & outcomes continue to be enterable
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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
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Reporting - Disapproved Reports
Reports listed as Rejected(Rejection remarks are shown)
Click “Edit” to edit form(Reselect report type & edit reporting form)
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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
