How To eQIP

1
How To e-QIP

• Mid Atlantic Chapter
• NCMS
• 14 October 2005
• Edition

2
Introduction

• The Electronic Questionnaires for Investigations
  Processing system (e-QIP) allows applicants to
  electronically enter, update and transmit their
  personal investigative data over a secure
  Internet connection for review and approval of
  the personnel security investigative request

3
Initiate PSI

• Another Account Manager must give you permission.
• In Account Manager
• Select Person
• Enter their SSN
• Be Sure you are in the Correct Category(Their
  Cage)
• Scroll down
• Check box for Initiate PSI
• Turn on Modify radio button and SAVE

4
Help

• Individual must have a final clearance or an
  Interim Clearance with an OPEN investigation
• Look at investigation type

5
Initiate PSI

• Have the Other Person Log-In as a USER
• Has to go back to Log-In Screen
• Manage Inv Rqst should appear below PSM-Net in
  the purple tool bar and Investigation Request
  below the In/Out Process on the Person Summary
• for all owned persons

6
HELP

• If the Investigation Request is not there
• Not in your SMO, check Person Category
• and draw down menu
• Do not own individual, not in PSM-Net,
  PSM-Net not populated
• Service/Agency not DoD Contractor Companies. Go
  to add/modify and correct

7
Initial Clearance

• The individual must be in JPAS and in your
  PSM-net
• Follow add procedure to enter individual into
  JPAS.
• Investigation Request hyperlink under In/Out
  process

8
Upgrade/PR

• Person will be in JPAS

Investigation Request hyperlink under In/Out
process
9
Initiate Request

• Click on Investigation Request below In/Out
  Process
• Determine Investigation Scope Screen
• The necessary fields are marked with an
• Eligibility (Top Secret / Secret /
• SCI-DCID 6/4 )
• NOTE Individual Specify CAF in Remarks if SCI
• Enter Contract Number
• Click on Determine Investigation Type

10
Initiate Request

• Initiate Scope Screen
• Some item will be populated leave alone
• Form Type only SF86 (for present)
• Duty Position (Determines Priority Cost)
• Contractor or KMP if PR or Not Priority
• Contractor FINAL Clearance Required or KMP FINAL
  Clearance Required if COMSEC, NATO , SCI or
  extreme necessity
• Click OK

11
Initiate Request

• Additional Scope Information
• Some item will be populated leave alone
• Fill in LA Check Date Current Date
• Fill in Position of employee
• Fill in Access Code
• Leave Sensitivity field blank

12
Initiate Request

• Additional Request Information
• Requesting Official
• Enter FSO name and address
• Security Folder
• Location Other and location
• Official Personnel Folder
• Location Other and location

13
Initiate Request

• Click on Initiate PSI
• Click on Save
• Recommend Print a copy for record
• Notify Applicant

14
Information Required

• MUST HAVE TO START PROCESS
• Name
• Social Security Number
• Date and Place of Birth (Birth Certificate)
• Level of Clearance Required
• Contract
• Position Title

15
Processing

• Provide applicant with instructions
• There are number available, You should tailor
  one to reflect your procedures.
• Be sure to include Problem Check List
• Applicant has 30 days to start
• Remember and Record Golden Questions
• Will need them if he has to get back in and when
  it comes time to update for PR

16
Processing

• Applicant overall has 90 days to complete
• allow time for FSO review and any changes
  required
• Provide him with the problem check sheet and be
  sure that he is aware of them.

17
FSO Review

• After Applicant Completes the form and BEFORE
  certification Print and provide copy to you
• Review for accuracy and completeness
• OPM Rejection Items
• Have applicant make any changes necessary

18
Processing

• Once all changes have been made, and you have
  checked them again
• Have applicant
• Print out and sign releases
• Signature Legible
• Print two copies of PSQ
• One for FSO other for Individual
• Certify and Transmit to Agency

19
Processing

• The applicant will forward to FSO
• The three release forms
• The copy of the PSQ
• Fingerprint Card (if required)
• The copy will be filed in the applicants folder
  until the investigation is complete
• Make copy of signature forms for your file

20
Releases and FPC

• The releases and the fingerprint card will be
  sent to OPM
• MAIL E-QIP Rapid Response Team
• OPM-FPIC
• PO Box 618
• Boyers, PA 16018
• OR

21
Releases and FPC

• FedEx E-QIP Rapid Response Team
• OPM-FIPC
• 1137 Branchton Road
• Boyers, PA 16018
• Phone [phone]
• OR
• Fax Releases only
• 724-794-1412
• Attn Jody Gano or Becky Fox

22
Notification

• A hyper link will appear on the person Summary
  screen under the Investigation Summary when an
  investigation request has been submitted on a
  person
• Only authorized User may view

23
Notification

• In Left Tool Bar
• Notifications
• Invest Rqst Status
• Manage Invest Rgst
• Create Invest Rqst
• Invest Invest Rqst

24
DISCO Review

• Prior to going to OPM, DISCO will review the
  request
• Receive Ready for Review Notification
• Can grant an Interim
• Approve forwards to e-QIP
• FSO receives a Approval Notification
• OR

25
DISCO Stop

• SMO receives Ready for Review (Stopped)
  Notification
• Receive Message from CAF listing discrepancies
• Have applicant pull up form and make corrections.
  You should check
• Reprint Form , Releases, Certify and Transmit.
• FSO resends Releases to e-QIP

26
Released Process

• e-QIP sends release to PIPS to OPM to open the
  investigation
• e-QIP notifies JPAS that the investigation
  request has been released in PIPS
• FSO receives a Released Notification
• OPM conducts investigation
• DISCO adjudicates and grants Eligibility

27
Reinstatements/Conversion

• If you pick-up an individual, where the request
  has been transmitted
• IMMEDIATELY submit an RRU requesting that the
  investigation continue

28
Applicant Problems

• Provide a copy of Applicant Instruction Guide
• Have applicant draft SF86 to save input time
• Agency/Service must be DoD Contractor Company to
  have hyperlink
• Organizational Status must be your facility
  clearance to initiate request
• Is hyperlink in Investigative Summary

29
If All Else Fails

• GO TO www.dss.mil
• and download
• Procedures for Industrial Clearance ?
  Investigation Requests

30
Applicant Log-In

• Is TLS 1.0 enabled
• Golden Questions
• City of Birth unknown
• Last Name and Year of Birth must be correct in
  JPAS, if incorrect must be corrected in both JPAS
  and call JPAS help desk to correct in e-QIP. JPAS
  and e-QIP must match up.
• JPAS help desk can reset golden questions

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Applicant Errors

• Do Not Certify and or Transmit prior to FSO
  Review can not reenter for corrections
• If certified but not transmitted
• FSO Stop, reinitiate, applicant uses golden
  questions to reenter. Makes corrections,
• re-answers Yes / No re-reprints review
  copy(if required) reprints archival copy and
  releases and transmits. FSO submits new releases
  to OPM

32
Applicant Errors

• Has transmitted without review
• Send a fax or e-mail to OPM
• 732-794-1412
• jody.gano_at_opm.gov
• explaining the error

33
Errors to Date

• Failure to include your company as current
  employer
• Use of Social Security Number vice Selective
  Service Number in Section 20
• Use of UNKNOWN
• Excessive use of a reference (can use but)
• Please give me you problems so that we can share

34
NETWORK

• It is important that during the initial phases
  that we all NETWORK, and pass the problems and
  resolution.
• If you have a problem, please contact me and I
  will attempt to get an answer and provide to all
• dean.wright_at_epscorp.com
• P 732-747-8277 F 732-530-4726