CDX Registration for EASEY

Table of Contents

  1. Introduction
  2. What to do Now
  3. Key Notes and Best Practices
  4. Transition Process and Early Registration
  5. CDX Account Registration Process
  6. Role Syncing from the Transition
  7. User Types and Roles
  8. Getting Help
  9. Contact Information
  10. Important Notes

Introduction

The CAMD Business System (CBS) is the U.S. Environmental Protection Agency's (EPA) Industrial Processes and Power Division system for managing environmental compliance, allowance trading, and emissions reporting. Due to Federal and EPA security mandates, both ECMPS 2.0 and CBS will use EPA's Central Data Exchange (CDX) with Login.gov identity and access management solution.

This page outlines steps and serves a resource for users to begin the registration process in CDX ahead of the ECMPS 2.0 and CBS launch. Additional information and steps will be added when ECMPS 2.0 and the updated CBS are launched. For now, users should follow the CDX registration process only when instructed to do so by EPA or their Designated Representative (DR). At this time, users will not be able to link their existing CBS accounts with CBS nor log into the new ECMPS 2.0. As a reminder, if you have been beta testing, any CDX, Login.gov, or ECMPS test/beta account information will not translate into production, so you will have to follow the steps below in order to access the new system when it goes live.

CBS-CDX Transition Process

Important Notice: CBS will be updated to work with CDX in Q1 2026. We strongly encourage all users to begin registering with CDX as soon as the bulk registration process is started to prepare for this transition. EPA will email users directly when they are able to begin this process.

Why Register Early?

  • Ensures smooth transition when CBS-CDX integration is released
  • Allows time to resolve any registration or verification issues
  • Enables familiarity with the new authentication system
  • Facilitates bulk pre-registration of key personnel

Transition Timeline:

  1. Phase 1 (Current): Bulk pre-registration of Initial Authorizers (IA), primarily Designated Representatives (DRs)
  2. Phase 2: Extended user registration of other users types (alternate DRs, agents) by requesting sponsorship from IA
  3. Phase 3: Full CBS-CDX integration release

Key Changes for Users:

  • CDX Registration Required: You must register in CDX/Login.gov before being assigned as a representative, agent, consultant, MATS Responsible Official in CBS
  • Consultant Access: Consultants will also need to be registered in CDX/login.gov before being assigned facilities
  • Unified Login: Use CDX/Login.gov credentials to access both CBS and ECMPS 2.0
  • Organization-Based Access: Users must have a CDX role with a CDX organizations
  • Role-Based Permissions: DRs and Alternate DRs (ADRs) can only assign agents who have a role that shares the same CDX organization

CBS provides secure access to various environmental programs including:

  • Allowance Trading and Transfers
  • Compliance Reporting and Management
  • General Account Management
  • Facility (Certificate of Representation) Management
  • Emissions Data Submission Access

Links:

CDX CBS Production

What to do Now

Before the Q1 2026 release ensure you have:

  • Current CBS Production Access: Verify you have up-to-date and appropriate access in CBS production
  • Correct Email Address: Use the SAME email address for CDX and Login.gov that is currently in CBS production - this is critical for proper account linking
  • Updated Information: Ensure all personal information (name, email, agent relationships) is current in CBS production

Key Notes and Best Practices

Organization ID Management

  1. Critical Importance: CDX Organization ID (Org ID) of your role must match for all people you work with (DRs, ADRs, agents, consultants)
  2. Obtaining an Organization ID (applies only to Initial Authorizers, likely DRs):
    • Primary Method: Initial Authorizers (IAs), which will likely be Designated Representatives, will receive an email from EPA directly with additional information on how to create their Org ID. Once an Org ID is established, anyone in the relationship hierarchy of a DR (i.e, ADRs and agents), should utilize the same Org ID when registering in CDX.
  3. Finding Organization IDs (after an Org ID is already established):
    • Primary Method: CDX Manage Page - Click "My CDX" tab, then click the gear icon labeled "Manage" in the green services bar to view all your program services, organizations, and roles
    • Secondary Method: CDX Profile page - Shows Organization ID but not role-organization-program service connections
    • Important: Use BOTH the Manage page and Profile page to determine the correct Organization ID to communicate with others in your group
    • CBS General Account page for DRs and ADRs
    • CBS Certificate of Representation page
    • CBS Manage Agent Relationship section for agents
  4. Role Understanding: Understand whether you need Initial Authorizer, Sponsor, Submitter, or Preparer role based on your responsibilities for each org (if you need multiple)
  5. Keep Track: Write down your Organization ID(s) and share with team members
  6. No Direct Org-Facility Connection: CDX organizations are NOT tied to specific facilities or plants. Access is entirely people and relationship-based; facilities are accessed through individual user relationships with DRs/ADRs

Email Address Requirements

  1. Same Email: Must use the SAME email address that is currently used in CBS production
  2. Existing CDX Account: If you already have a production CDX account, continue using that email address and update your CBS production email to match if different
  3. Update First: If your email differs, update it in CBS production BEFORE registering the program service in CDX
  4. Login.gov Consistency: Use the same email for Login.gov account creation
  5. Network Updates: Notify everyone in your network to update their information in CBS production

Account Limitations

  1. One Account Rule: Do not create multiple CDX accounts. If you already have an existing CDX production account that you use to report for another EPA program, use that login information to add the EASEY program service to your account (instructions on how to do this appear below). Ensure the email in that CDX account is the same as your CBS account; otherwise, update the CBS account email address to match.

Transition Process and Early Registration

Transition Support

EPA provides dedicated support during this transition period:

  • Registration Assistance: Help with CDX account setup and verification
  • Organization Coordination: Support for establishing and managing CDX organizations
  • Role Assignment: Guidance on appropriate CDX roles for your CBS responsibilities
  • Issue Resolution: Priority support for transition-related problems
Contact: cbs-support@camdsupport.com with "CDX Transition" in the subject line
 

Phase 1: Bulk Pre-Registration of Initial Authorizers

Target Users: Designated Representatives (DRs) and key organizational contacts

Process Overview:

  1. EPA will work with organizations to identify primary DRs who should become Initial Authorizers
  2. Bulk invitation emails will be sent to selected DRs. EPA will reach out to users directly to initiate this process; do not attempt to register for the EASEY program service without being instructed to do so by EPA
  3. DRs will complete the registration process to establish CDX organizations
  4. This creates the foundation for subsequent user registrations within each organization

Phase 2: Extended user registration of other users

Target Users: Alternate representatives, agents, consultants, MATS Responsible Officials

Process Overview:

  1. After being instructed to do so by EPA, Initial Authorizers (likely the DRs) will communicate the organization ID that they created or registered with and pass that information down to other users
  2. It would be beneficial to approve another sponsor in the organization first so they can also help add people into the organization
  3. Other users will register with the appropriate role and use to organization ID that was provided
  4. The Initial Authorizer and sponsors will approve or reject requests into the organization

CDX Account Registration Process

There are two main paths for CDX registration depending on your role and situation. Choose the path that matches your needs:

Path 1: Initial Authorizer Registration (DRs: Bulk Pre-Registration Only)

When to use: You are a DR who has received a pre-registration email from CDX as part of EPA's bulk pre-registration process.

Important: This registration path is exclusively for DRs (or those previously approved individuals who have been delegated authority by their DR) who receive direct invitation emails from CDX and instruction from EPA. 

Bulk Pre-Registration Process: EPA is conducting bulk pre-registration of selected DRs to establish organizational foundations in CDX. Only DRs who receive a pre-registration invitation email should use this process.

Step 1: Wait for CDX Pre-Registration Email and EPA instruction Email

  • You will receive a pre-registration invitation email directly from CDX as well as a separate email from EPA with additional information
  • The CDX email will contain your unique registration link
  • Do not attempt to register without receiving this official invitation

Step 2: Registration Process

  1. Click link in email response to start registration
  2. Either log-into your existing CDX production account or create a unique username for your account
  3. Click "Confirm Registration" if you are creating a new CDX account
  4. Click "Proceed to Login.gov"

Step 3: Login.gov Setup

  1. If new to Login.gov: Click "Create an Account" and follow steps
    1. Complete multi-factor authentication setup
  2. If existing Login.gov user: Sign in with existing credentials

Step 4: User Information

  1. Fill out personal information
  2. Answer three security questions
  3. Submit information

Step 5: Organization Setup

  1. Important: Check with your network before adding new organization as there may be an organization that exists with other EPA programs
  2. Search for existing organization by Organization ID first
  3. If truly new organization needed: Use "request that we add your organization" link

Step 6: Identity Verification

  1. Complete LexisNexis verification process
  2. If LexisNexis fails: Print and complete ESA (Electronic Signature Agreement)
  3. Mail the ESA by following the instructions on the ESA. Note the address on that form; do not mail it to any other address.

Step 7: Approval Process

  1. Your role will be automatically processed as part of the bulk pre-registration
  2. If you experience any delays, email cbs-support@camdsupport.com
  3. Subject: "CDX Bulk Pre-Registration - Status Inquiry"
  4. Include: First name, last name, email, CDX username

Step 8: Confirmation

  1. Receive email: "Your Central Data Exchange (CDX) CDX Role has been activated by EPA"
  2. Log into CDX to confirm active status
  3. Find your Organization ID using both "My Profile" and the Manage page ("My CDX" tab → gear icon "Manage") to see role-program service connections

Path 2: Self-Registration (Requiring Sponsorship)

When to use: You do not have an existing CDX account. This should be done AFTER the assigned Initial Authorizer has fully registered.

Step 1: Start Registration

  1. Go to CDX
  2. Click "Register with CDX"
  3. Accept Terms and Conditions

Step 2: Program Selection

  1. Type "EASEY" to filter results
  2. Select "EASEY: Emissions and Allowance System for Energy"

Step 3: Role Selection

  1. Select appropriate role:
    • Sponsor: If you're a DR/ADR or MATS official with sponsorship responsibilities
    • Submitter: If you submit data as an agent or are a MATS official
    • Preparer: If you prepare data as a consultant

Step 4: Account Creation

  1. Enter unique username
  2. Click "Proceed to Login.gov"
  3. Complete Login.gov setup (same as Path 1)

Step 5: Organization Selection

  1. Search for existing organization by Organization ID
    1. Do not search by using a company name or other identifier as this is less reliable; Org ID will guarantee you're added to the correct relationship hierarchy
  2. Critical: Use same email address as in CBS production
  3. Do NOT create new organization

Step 6: Sponsorship Request

  1. Provide email of Sponsor in your organization
  2. Sponsor receives email and must approve request
  3. Sponsor logs in and signs Sponsor Agreement

Step 7: Complete Registration

  1. Click link in email once sponsorship is approved
  2. Complete LexisNexis/ESA verification
  3. Email EPA if approval needed

Path 3: Adding EASEY to Existing CDX Account

When to use: You already have a CDX account with Login.gov but need to add the EASEY program service to access CBS. This should be done AFTER the assigned Initial Authorizer has fully registered.

Step 1: Login to CDX

  1. Go to CDX
  2. Sign in with your existing Login.gov credentials

Step 2: Add Program Service

  1. Navigate to "My CDX" tab
  2. Click "Add Program Service" or similar option
  3. Type "EASEY" to filter results
  4. Select "EASEY: Emissions and Allowance System for Energy"

Step 3: Role Selection

  1. Select appropriate role:
    • Sponsor: If you're a DR/ADR or MATS official with sponsorship responsibilities
    • Submitter: If you submit data as an agent or are a MATS official
    • Preparer: If you prepare data as a consultant

Step 4: Organization Selection

  1. Search for existing organization by Organization ID
  2. Critical: Ensure this matches your team's CDX organization
  3. Do NOT create new organization

Step 5: Sponsorship Request

  1. Provide email of Sponsor or Initial Authorizer in your organization
  2. Sponsor receives email and must approve request
  3. Sponsor logs in and signs Sponsor Agreement

Step 6: Complete Process

  1. Click link in email once sponsorship is approved
  2. Verify role is active in CDX

Final Steps for All Paths:

Sponsorship Requests:

Initial Authorizers and sponsors can approve requests by going to the "Sponsorship" tab in CDX.

User Types and Roles

CBS uses four specific CDX roles that correspond to responsibilities in the CAMD systems. Everyone who needs access to ECMPS 2.0 or CBS needs at least one role. Each role is specific to an organization, and there is no limit to roles or organizations in your account.

CDX Role Definitions:

1. Initial Authorizer (IA)

  • Purpose: For Designated Representatives (DRs) in the system
  • Organization: Must create a NEW CDX organization for their company
  • Sponsorship: Does not need to be sponsored by anyone
  • Permissions: Can sponsor people in their organization
  • Use Cases: Mostly given for special cases (e.g., new plant submitting Certificate of Representation)

2. Sponsor

  • Purpose: For DRs and ADRs (Alternate Designated Representatives)
  • Organization: Should register in an EXISTING organization (never create new)
  • Sponsorship: Needs to be sponsored by a Sponsor or Initial Authorizer
  • Permissions: Can sponsor people in their organization
  • Primary Role: Most DRs and ADRs should use this role

3. Submitter

  • Purpose: For agents/consultants submitting data on behalf of a DR or ADR
  • Organization: Should register in an EXISTING organization (never create new)
  • Sponsorship: Needs to be sponsored by a Sponsor or Initial Authorizer
  • Permissions: Cannot sponsor others

4. Preparer

  • Purpose: For consultants preparing data
  • Organization: Should register in an EXISTING organization (never create new)
  • Sponsorship: Needs to be sponsored by a Sponsor or Initial Authorizer
  • Permissions: Cannot sponsor others

Role Selection Guide:

  • Are you a DR for a NEW organization? → Initial Authorizer
  • Are you a DR/ADR for an EXISTING organization? → Sponsor
  • Are you an agent who submits data? → Submitter
  • Are you a MATS official? → Submitter or Sponsor
  • Are you a consultant who prepares data? → Preparer

Getting Help

Before Contacting Support

  1. Verify Organization ID: Ensure you're using the correct CDX Organization ID - Go to "My CDX" tab and click the gear icon "Manage" to see all your organizations and roles
  2. Check Role Status: Confirm your CDX role is active (not pending) using the CDX Manage page

Common Issues and Solutions

  • Role Not Approved: Check if LexisNexis verification completed successfully
  • Sponsorship Issues: Verify sponsor has correct role and organization access

Self-Help Resources

  • CDX: For account status
  • CDX Manage Page: Click "My CDX" tab then the gear icon "Manage" to view all organizations, roles, and program services
  • Organization IDs: Use BOTH your CDX Profile page AND the Manage page to identify the correct Organization ID for your role-program service connections
  • Role Status: View current roles and sponsorship status in CDX
  • CBS Production: To verify current information

Contact Information

Primary Support Contact

Email: cbs-support@camdsupport.com

  • CDX transition questions and early registration
  • Bulk pre-registration for DRs
  • CDX registration questions
  • CBS access issues
  • Role assignment problems
  • Account linking issues
  • Missing plant/facility access
  • General CBS support

For Transition-Related Inquiries: Include "CDX Transition" in your subject line for priority handling

Important Notes

Transition Requirements

  • Bulk Pre-Registration: DRs will receive direct invitations as part of bulk pre-registration process
  • Preparation Time: Use transition period to resolve registration issues and familiarize yourself with CDX
  • Organization Coordination: Work with your team to ensure consistent organization setup

Critical Requirements

  • Email Consistency: Use the SAME email address in CDX as you have in CBS production
  • One Account Policy: Do not create multiple CDX accounts (contact support first)
  • Organization Matching: Ensure CDX Organization ID (in relation to roles) matches across your team
  • Production Updates: Update CBS production information before CDX registration

Account Maintenance

  • Regular Updates: Keep CBS information current
  • Network Coordination: Stay in contact with your organization's sponsors
  • Transition Monitoring: Watch for CBS-CDX integration release announcements

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Note: This work may contain elements generated or assisted by AI technology. 

Last Updated: 01/08/2026

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