OTCnet User Standard Operating Procedures Agency Viewer

1. All User Procedures

If your agency has been chosen to use OTCnet and you have been identified as an employee who will need access, your Primary Local Security Administrator (PLSA) or Local Security Administrator (LSA) will need to create you as a user. You must agree to the "Rules of Behavior" document to be granted access to OTCnet. After your user ID has been created, your user ID and password will be distributed to you.

1.1 Initial Sign In

Regardless of your role, you must sign in for the first time in the following manner:

1. Go to OTCnet PIV/CAC Sign In. 2. The system will prompt you to enter your User ID and password. 3. The system will prompt you to enter your password again, and then enter a new password twice (please see the password rules below). 4. When your new password has been accepted, you will be directed to the Treasury User Provisioning Service. 5. Select "Update My Secondary Authorization Answers" . 6. Enter the answers to the questions provided. (This feature will help you reset your password should you ever forget it).

1.2 Password Maintenance

To change your password at a later date:

1. Go to PIV-CAC for OTCnet Connection to contact OTC support to reset your PIV/CAC log in connection.

1.2.1 Password Rules

-Must be a minimum of 8 characters -Must include each of the following: -Alphabetic lower-case -Alphabetic upper-case -Numeric character -Maximum of two repeated characters -An identical password cannot be reused for 10 successive password changes. -A user has three consecutive attempts to enter a valid password. After the third try, the user is locked out and must answer pre-determined secondary authentication questions or call his or her PLSA, LSA or the Treasury OTC Support Center for validation of user identity and reset of the password.

1.2.2 Resetting Passwords

A user is permitted three consecutive attempts to enter a valid password. After the third try, the user is locked out and must answer pre-determined secondary authentication questions or call his or her PLSA, LSA or Treasury OTC Support Center for validation of user identity and reset of the password. Users must log into the OTCnet application at least every 90 days or your access will be inactivated on the 90th calendar day since your last access date. Users that have not accessed their OTCnet account for 120 days will have their access deleted on the 120th calendar day since their last access date. Users that have their access deleted will need to reapply for access through their organization. Users that have been inactivated (90 days, no activity) or deleted (120 days, no activity) may be reactivated by the user's PLSA, LSA or the Treasury OTC Support Center. Reactivating a user requires resetting the password.

1.3 OTCnet Contingency

-Should you have an issue accessing OTCnet, review the contingency document at OTCnet Contingency and click on the OTCnet Contingency document.

2. Agency Viewer Procedures

As a viewer, you may search deposits, view deposits, search adjustments and view business reports.

-Deposit history should be reviewed daily to verify deposits that are submitted and are confirmed on time by your Financial Institution.

Questions? Please call (866)945–7920 or e-mail Fiscalservice.otcchannel@citi.com

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