USDA Plant Pest Permits: An Introduction to ePermits

and the 526 permit Prepared for the Association For

Butterflies October 1-4, 2012

Wayne Wehling, PhD Senior Entomologist, USDA/APHIS Plant Protection and Quarantine Pest Permit Branch, Unit 133 4700 River Road, Riverdale, MD 20737 Phone 301-851-2336 Fax 301-734-8700 Wayne.F.Wehling@APHIS.USDA.GOV

Day 2: How to fill out and submit applications

Day 1: Getting set up with an ePermits Account and understanding the butterfly release matrix

Day 3: Short cuts and how to manage your permits account

Day 4: Follow up on all question

Welcome to day two of the butterfly permitting short course. Today we will logon to your ePermits account and prepare a permit application. I realize that if you started down the road to setting up eAuthentication yesterday that you might not have everything ready to go today! In that case, you will need to set aside today’s lesson plan until you have the eAuthentication account set up. Once you are set up you can return to this lesson. eAuthentication and ePermits are separate software packages but the two work seamlessly together. When you login to your eAuthentication account you will be taken directly to your ePermits account. For today I will make the assumption that you have worked through Level 1 and Level 2 eAuthenitication and you have responded to the emails confirming account setup.

Much of the lesson plan will be showing screen shots from eAuthentication , ePermit, and APHIS web pages. Like yesterday I will use yellow arrows and yellow boxes outlined in red placed on these screen shots to point out or make comments on important details. All of the arrows and boxes are placed by me and are not present on the screen view. I hope I don’t block any important details.

Special comments found here

You will remember there is a standard format for the appearance for all USDA, APHIS, and ePermit web pages. Choices are available in shadowed blue or grey boxes down the left and right sides of the screen. Your personal ePermits account will also have this same structure and appearance.

Select “Permits” and you can logon from the next

screen

ePermits will timeout if you take to long between entries. When that happens you will get this screen and need to logon again to continue. Any work you have done since the last time you clicked continue or save will be lost. The Continue button will appear in other screens.

The User ID and Password you need are the

ones set up when you setup

eAuthentication Level 1

None of these choices are of any use if you have set up your eAuthentication

account

Ignore this

Use your User ID and Password from creating your level 1 account to login

This is the first screen you will see after logging in. We call it the “Home” screen. Everything starts from here. You can also logoff from the bottom of the left selection panel.

All of your permits and applications are summarized on the Home screen. Clicking on them will open the item

Scroll to the bottom of any screen after you have left the Home screen and you will see several hot links including Home. On other screens, as we move through submitting an application, you will be able to move around in ePermits based on these hot links.

From the Home screen we can manage our ePermit account and review any applications that have been prepared or submitted, any issued permits or expired permits, permit denials, etc. This is also where we start to prepare a new application. Go ahead and select “Create Application”

The Continue button (in some form), Home button, and selections from the Home page will appear on all of the remaining screens.

From this screen select “Plant Protection & Quarantine” and click on continue

From this screen select PPQ 526 Permit

and click Continue

From this screen click No and click Continue. You are not applying for a permit for dangerous biological agents.

Now we are ready to prepare an application. The basic name, address, phone, etc. should be prepopulated. This can be edited in you’re My Profile selection on the Home page. I have blocked out the actual applicants name.

This is the first screen where we see the red rope with the buttons on it across the top. This will appear in all remaining screens. You can click on the button where you want to be and move around while filling out your application. Where you are among the 7 buttons will be highlighted in blue along the red rope.

Scrolling down on the Applicant screen shows many blanks with a red asterisk next to it. Information is required for all of these. An error message will occur if any are left blank. When completed you must click Continue to navigate from this page. Continue should appear at the top and bottom of each screen with a few exceptions. Clicking Continue saves your work.

Articles is the second button. Notice the button is highlighted in blue. Under Articles we will begin to create the list of all of the butterflies that we want on our permit. At this point the Articles Summary is empty

Enter New Articles is where we want to go next. The butterflies we want are regulated Articles

From the pull-down boxes marked we need to select where the butterflies will come from and what they will be used for. Then we can scroll down this page to select the butterflies.

Remember when there is a red asterisk, there must be a response, which also means if there is no asterisk a response is not required.

The pull down screen shows the choices for where the organisms come from. Be sure to choose the one shown here. Any other could result in a permit denial, phone call, and possible delay.

The second pull down screen shows the choices for what is to be done with the organisms. Choose the one shown here, any other could result in a permit denial, phone call, and delay.

Now scroll down the same screen to choose the list where we will find the butterflies

Choose Invertebrate Pests – Insects from the long list of choices

If we click on any name on the list and then type the first letter of the scientific name of the butterfly we want, the list will jump to that letter in the alphabet. Then use the arrow keys or scroll bar to move up or down in the list.

Click on any name in the list. In this case, I have chosen Acanthocephala gigas. Then type the first letter of the scientific name of the butterfly we want. The list will jump to that letter. Then we can scroll to find the species. Try typing “D”, then scroll down to Danaus plexippus.

Here I have clicked on Danaus plexippus. When I clicked on the arrow between the boxes I transfer Danaus plexippus onto the list of species on the right that I want on the application. Danaus plexippus has already been moved across in this screen image.

Three species are now on my list and I have highlighted two more to move across. The shift and control keys can be used to highlight multiple species and move across at one time. Keep in mind, butterfly release permits will only be issued for those allowed from the chart demonstrated in lesson one.

When you have all the species you are seeking moved across click on continue in the bottom right. Note the Delete option to check off and remove species if you have made a mistake. For this demonstration I will leave only the three species above on the application.

This screen is part of the Articles button as we can see from the blue highlight. There are 4 decisions with asterisks on this screen. The only life stages allowed for a full release permit are pupae and adults.

All of the butterflies allowed for release are established in the US so put Yes For Major Host put Various For Additional Accompanying Material put none then click Continue

This 3rd screen under the Articles button for Enter Culture Designation does not apply to butterfly release applications. Don’t do anything here and click continue

This 4th screen under the Articles button is only a summary. If we wanted to go back and make any changes or check anything we could start that from here. This is the first time that we see the Edit, Copy and Delete icons which can be very useful and I hope are self explanatory. Nothing is required here so click Done Entering Articles

We have moved to the Origination Point button. From here we are deciding from the one pull down screen whether this will be an Interstate Movement, Intrastate Movement, Import, or Continued Curation permit.

Interstate Movement is the only type of movement that we will consider for a permit to release butterflies into the environment. Making a different choice here will take the process in different directions and could result in a permit denial. Also, don’t fill in the Approximate Date(s) of Initial Import or Movement block unless this is for a single event. Choose Interstate Movement and click Continue.

This is the 2nd screen under Origination Points. We are going to assign a source location for the butterflies on the application. The only choice that is useful for a butterfly release permit is Multiple States. Click on Multiple States to go to the next screen.

This is the top half of the 3nd screen under Origination Points. Here we are going to assign a source location state for where the butterflies will come from and select all of the butterflies on the application that it applies to. I have chosen Maryland and Check All. You should choose your home state .

The bottom portion of the 3nd screen under Origination Points has nothing that we need to fill in (no red asterisks). When you have responded to the 2 required areas near the top of this screen click Continue.

This screen is a summary of the Origination Points button. We can make changes here using the various icons or we can click Done Entering Origination Points and move on. This screen tells me I want to move the 3 butterflies listed and from Maryland.

This screen is the top half of the Destination button. Because we are applying for a permit to release butterflies only 3 blocks need to be completed. There are 3 red astericks. You need to say Yes to release and pick a destination state in 2 locations (see next screen for second location).

This screen is the bottom half of the Destination button. There is one more place you need to put the destination state from the pull down list. This screen shot also shows the red error message you get if you leave it blank. Nothing else needs to be filled out, so click Continue.

This screen is asking for information on how you plan to keep the butterflies from escaping. It does not apply to a butterfly release application and you can click on Done Entering Proposed Measures.

This screen is asking for any supplemental information you want to attach in support of this application. This does not apply to an application for butterfly release. It is useful for butterfly exhibits and would allow you to attach electronic files in support of the application. Click Continue without any input.

This is the final screen and the 7th button on the rope. It is your last chance to go back and make any changes. At this point any of the buttons can be revisited and the content revised. When Certify and Submit is clicked it is submitted and cannot be revise by the applicant .

This screen verifies that your application has been submitted and provides you with an application number. You can print the application for your records or return to the Home screen.

Please feel free to contact me anytime for help with ePermits, email works best. Please note that help is available via the web pages for eAuthentication and ePermits. information specialist in our office can help with ePermit questions. 301-851-2046 Scott Kravetz or Chris Bembenek. Keep in mind that eAuthentication and ePermits are different Software packages and are supported by different staffs. The APHIS permitting staff will not be able to help you with eAuthentication questions.

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