EPIMS Help

There are 3 types of status reports for a Master Agreement. Jump to:

• Sub-Notification
• Annual Fees
• Sub-Notification Concurrence

Step-by-step instructions for submitting a "Sub-Notification (Master Agreement)" status report

1. From the left navigation panel, select .
2. Select the “Project Name” for the Master Agreement that you want to submit a “Sub-Notification (Master Agreement)” status report for.
3. Select the Status Reports component from the “Permit Components” list.
4. Click .
5. For the “Status Report Type” field, select “Sub-Notification (Master Agreement)” from the drop-down list.
   
6. In the “Title” field, enter a title for the sub-notification (e.g., Smith Creek Project Sub-Notification).
   
7. “Report Dates” – Optional, leave blank or enter report date range.
   
8. Click when all fields are complete.
9. Under the “Status Report Details,” select the Sub-Notification component.
   • Upon clicking Sub-Notification, all necessary form sections that must be completed before submitting the status report will appear.
     • “Master Agreement Sub-Notification”
     • “Documents & Maps”
     • “Payment Information”
     • “Electronic Signature”
10. Click in the “Master Agreement Sub-Notification” section.
11. Read and follow the instructions on the form carefully. Complete all required fields on the form.
    • Form sections to complete:
      • Master Agreement Sub-Notification
      • Seasonal Work Period - Fill in the work periods for all years of the agreement even if you do not anticipate the activities taking that long to complete.
      • Activity Location
      • Project Category
      • Water Rights
      • Water Diversion
      • Reservoir
      • Impacts to River, Stream, or Lake
        • Attach supporting documentation to the Documents and Maps component.
      • Impacts to Special Status Species
        • Attach supporting documentation to the Documents and Maps component.
      • Impacts to Trees and Vegetation
        • Attach supporting documentation to the Documents and Maps component.
      • Affected Body of Water
      • Wild and Scenic Rivers Act
      • Per Project Fees - This amount should match the per-project fee that was provided in the Final Agreement. If you have questions or are unsure of the correct amount, contact the CDFW regional office where your project is located to discuss further before submitting the Sub-Notification.
12. When all fields are complete, click the button.
    • To include multiple project locations, repeat steps 10-12.
    • Identify all the projects as specified in the Final Agreement. Only projects identified here will be covered by the Final Agreement.
    • The projects entered in this component will autopopulate in the "Total Fees" section.
13. Select the Documents and Maps component.
    • Select the Click here for Tips to Create a Quality Map (PDF) link found in the form instructions for help with creating a project map.
14. Read and follow the instructions on the form carefully. Complete all required fields on the form.
15. When all fields are complete, click the button.
    • To include multiple documents and maps, repeat steps 13-15.
    • If a map is not included, or the map does not provide enough information to allow a person not familiar with the area to find the project site or identify the features of the project, CDFW may determine your notification is incomplete.
16. Click in the “Payment Information” section.
17. Read and follow the instructions on the form carefully. Complete all required fields on the form.
    • If paying by credit card, a 5% service fee is included with each transaction through CDFW’s Online Sales site. Upload the receipt that was emailed to you in the Documents and Maps component.
    • If paying by check/money order, submit the fee with the Pay by Check or Money Order form (PDF) and send to the correct regional office.
    • IMPORTANT: CDFW is not required to determine whether a notification is complete or otherwise begin processing the notification until the correct CDFW regional office has received the notification AND correct notification fee.
18. When all fields are complete, click the button.
19. Click in the “Electronic Signature” section.
20. Read and follow the instructions on the form carefully. Complete all required fields on the form.
    • The electronic signature should only include the name of either the Permittee or Designated Representative. If it includes a name other than those two users, the notification will be considered incomplete.
    • If you do not understand any of the statements, contact the CDFW regional office where your project is located to discuss further.
21. When all fields are complete, click the button.
22. Click the button.
23. To submit the status report, click the button.
    • When you click Submit Status Report, you will receive an alert informing you that once submitted, the status report will be locked from any further editing if you are ready click Submit. If changes need to be made, click Cancel and edit the status report.
24. Click the button.
    • After submittal, an email will be sent to the permittee (and additional contacts) confirming the status report was submitted.
    • CDFW will receive notification of the submittal and will begin processing the status report.
    • Once CDFW has completed the review, an email will be sent to the permittee (and additional contacts) regarding CDFW’s decision and will include additional steps for the permittee to follow.
    • IMPORTANT: Follow all instructions outlined in subsequent emails from CDFW.

Step-by-step instructions for submitting a "Master Agreement Annual Fees" status report

1. From the left navigation panel, select Permits.
2. Select the “Project Name” for the Master Agreement that you want to submit a “Master Agreement Annual Fees” status report for.
3. Select the Status Reports component from the “Permit Components” list.
4. Click Add Status Report.
5. For the “Status Report Type” field, select “Master Agreement Annual Fees” from the drop-down list.
6. In the “Title” field, enter a title for the sub-notification (e.g., Master Agreement Annual Fees).
7. “Report Dates” – Optional, leave blank or enter report date range.
8. Click Save Form when all fields are complete.
9. Under the “Status Report Details,” select the Master Agreement Annual Fees component.
   • Upon clicking Sub-Notification, all necessary form sections that must be completed before submitting the status report will appear.
     • “Annual Fees”
     • “Signature” (This section must be filled out and saved first)
     • “Payment Information”
     • “Annual Fees Receipt”
10. Check the box in the “Signature” section next to “I hereby certify the amount being paid is as specified in the Final Agreement.”
11. Click Save Form.
12. Click Add Row in the “Annual Fees” section above the “Signature” section.
13. “Annual Fee for” – Enter the year the annual fee is being submitted for.
14. “Annual Fee” – Enter the annual fee amount.
15. When all fields are complete, click the green Save Row button.
16. Click Add Row in the “Payment Information” section below the “Signature” section.
17. Read and follow the instructions on the form carefully. Complete all required fields on the form.
    • If paying by credit card, a 5% service fee is included with each transaction through CDFW’s Online Sales site. Upload the receipt that was emailed to you in the Documents and Maps component.
    • If paying by check/money order, submit the fee with the Pay by Check or Money Order form (PDF) and send to the correct regional office.
18. When all fields are complete, click the green Save Row button.
19. Click Add Row in the “Annual Fees Receipt” section.
20. Read and follow the instructions on the form carefully. Complete all required fields on the form.
21. When all fields are complete, click the green Save Row button.
22. Click the orange Mark as Complete button.
23. To submit the status report, click the orange Submit Status Report button.
    • When you click Submit Status Report, you will receive an alert informing you that once submitted, the status report will be locked from any further editing if you are ready click Submit. If changes need to be made, click Cancel and edit the status report.
24. Click the red Submit button.
    • After submittal, an email will be sent to the permittee (and additional contacts) confirming the status report was submitted.
    • CDFW will receive notification of the submittal and will begin processing the status report.
    • Once CDFW has completed the review, an email will be sent to the permittee (and additional contacts) regarding CDFW’s decision and will include additional steps for the permittee to follow.
    • IMPORTANT: Follow all instructions outlined in subsequent emails from CDFW.

Step-by-step instructions for submitting a "Sub-Notification Concurrence (Master Agreement ONLY)" status report

1. From the left navigation panel, select Permits.
2. Select the “Project Name” for the Master Agreement that you want to submit a “Sub-Notification Concurrence (Master Agreement ONLY)” status report for.
3. Select the Status Reports component from the “Permit Components” list.
4. Click Add Status Report.
5. For the “Status Report Type” field, select “Sub-Notification Concurrence (Master Agreement ONLY)” from the drop-down list.
6. In the “Title” field, enter a title for the sub-notification (e.g., Master Agreement Sub-Notification Concurrence).
7. “Report Dates” – Optional, leave blank or enter report date range.
8. Click Save Form when all fields are complete.
9. Under the “Status Report Details,” select the Sub-Notification Concurrence component.
10. "Electronic Signature” - Fill in the electronic signature.
    • The electronic signature should only include the name of either the Permittee or Designated Representative. If it includes a name other than those two users, the notification will be considered incomplete.
    • If you do not understand any of the statements, contact the CDFW regional office where your project is located to discuss further.
11. “Date” – Enter the date the electronic signature is filled in.
12. Click Save Form.
13. Click the orange Mark as Complete button.
14. To submit the status report, click the orange Submit Status Report button.
    • When you click Submit Status Report, you will receive an alert informing you that once submitted, the status report will be locked from any further editing if you are ready click Submit. If changes need to be made, click Cancel and edit the status report.
15. Click the red Submit button.
    • After submittal, an email will be sent to the permittee (and additional contacts) confirming the status report was submitted.
    • CDFW will receive notification of the submittal and will begin processing the status report.
    • Once CDFW has completed the review, an email will be sent to the permittee (and additional contacts) regarding CDFW’s decision and will include additional steps for the permittee to follow.
    • IMPORTANT: Follow all instructions outlined in subsequent emails from CDFW.