e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2 JPAS Accou

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e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2 JPAS Accou Powered By Docstoc
					                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes



                                             e-QIP Cheat Sheet Assumptions

JPAS Account Manager:
This “e-QIP Cheat Sheet” assumes that your facility:
- Has a JPAS Account
- Has a JPAS Account Manager
- That the subject of the background investigation has a record in JPAS
- That this same person is in your PSM Net, and
- That you have validated your PSM Net.

This cheat sheet (e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2) applies only to PSIs initiated
or revised after March 3, 2007. For PSIs created prior to that date, use e-QIP Cheat Sheet –
Pre-March 3, 2007. Contact Dean, see below.

The “e-QIP Cheat Sheet” should be read thoroughly through one time. It is useful for both the
JPAS Account Manager, left two columns, and the e-QIP Applicant, right two columns. This
document is most useful when printed in color.


Dean E. Wright, ISP (732) 747-8277                                                                                             Page 1 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter
                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


The JPAS Account Manager must be authorized to “Initiate PSI” and “Review PSQ.” If you
are unsure if you or your Alternate JPAS Account Manager have these permissions, go to
Desktop Resource for JCAVS, Account Manager Functions (third tab), to section titled
“Adding a JCAVS User’s Account.” Follow the instructions within this section to activate
these two permissions. Or, contact any other JPAS Account Manager who can grant you these
authorizations.

Now that you are ready to complete the process to request a Background Investigation on your
applicant/employee, make sure you know the following information before you begin:
- Applicant/Employee’s full name
- Social Security Number
- Date and Place of Birth*
- Level of Eligibility required (Secret or Top Secret)
- (Classified) Contract Number


You are now ready to turn the page and e-QIP!


*NISPOM 2-207 and 2-208 – You must see proof of U.S. citizenship for the Applicant before you proceed. For individuals
born in the United States, a birth certificate is the primary and preferred means of citizenship verification.


Dean E. Wright, ISP (732) 747-8277                                                                                             Page 2 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


Log into JPAS through your User           You must have Adobe Reader v7.0                                              You must have Adobe Reader v7.0
Level. Click on “Select Person,”          installed on your computer with                                              installed on your computer with pop
enter the Social Security Number of       pop up button turned OFF. To                                                 up button turned OFF. To download
the Applicant, and click on “Display      download Adobe Reader go to:                                                 Adobe Reader go to:
Person Summary.” At Applicant’s           http://www.adobe.com/downloads/                                              http://www.adobe.com/downloads/
Person Summary screen, click on
Investigation Request (located lower
center of screen.)

Complete Eligibility and Prime            In Prime Contract Number field,
Contract Number fields; click on          enter the identification of the
“Determine Investigation Type.”           government customer followed by
(See Page 21 for examples of how to       the contract number.
enter Prime Contract Number.)             http://www.dss.mil/isec/govt_cust
                                          omer_oct_5_2006.doc.

On “Determine Investigation Scope”
screen, see “Duty Position Code” -
click on DOWN arrow and highlight
the blank space. Click “OK”
(bottom of screen). Leave this
screen alone. Go to next.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 3 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


Find Additional Scope Information at
center of “Add/Modify Investigation
Request” screen. Some fields are
already populated – leave them alone.
Under “Local Agency Check Date”
enter current date; under “Access
Code” enter the Security clearance level
requested; leave “Sensitivity ADP”
field blank; the SON should be 346W.
Leave everything else alone.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 4 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


Click “Initiate PSI.” Click on “Save.”        Now that you have initiated          Once you receive an e-mail          Print out a template of the eQIP
That’s it; now it is the                      a Background Investigation,          notification from your              (create a working copy) by going to
e-QIP Applicant’s turn. Tell the              contact the subject of the           Security Officer to start your      http://www.opm.gov/forms/html/sf.a
Applicant that he may now log into e-         investigation (e-QIP                 online application, you have        sp and print out Standard Form 86
QIP.                                          Applicant) and tell him to go        30 days to START the                Questionnaire for National Security
                                              to http://www.opm.gov/e-             process and 90 days to              Positions. This form duplicates the
                                              qip/ to begin filling out his        FINISH the process. If you          questions which will be presented in
                                              SF 86, aka e-QIP.                    do not meet these deadlines,        e-QIP. It is highly recommended
                                                                                   the investigation request           that you complete this form prior to
                                                                                   initiated by the Security           logging into e-QIP.
                                                                                   Officer will be automatically
                                                                                   deleted and a new
                                                                                   investigation request must be
                                                                                   started. This will result in
                                                                                   your application starting at
                                                                                   the bottom of the queue and
                                                                                   will delay your clearance. It
                                                                                   is very important that you
                                                                                   start and finish the online
                                                                                   application in a timely
                                                                                   manner.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 5 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


                                                                                                                   Applicant, before you begin e-QIP,
                                                                                                                   you must check the configurations
                                                                                                                   on your computer. Be certain TLS
                                                                                                                   1.0 is installed.

                                                                                                                   Click on http://www.opm.gov/e-qip/
                                                                                                                   and go to “Enter e-QIP Applicant
                                                                                                                   Site.” Take a few minutes to read
                                                                                                                   this page and make sure your
                                                                                                                   computer is ready to “e-QIP.” Make
                                                                                                                   sure you ready your computer per
                                                                                                                   this screen.

                                                                                                                   Two thirds of the way down this
                                                                                                                   screen, you will see the word
                                                                                                                   “Continue.” Click on “Continue.”

                                                                               You are now at the Login            If you are not asked for your Social
                                                                               page for e-QIP. Enter your          Security Number, go back two steps
                                                                               Social Security Number and          and configure your computer for e-
                                                                               click “Submit.”                     QIP.




Dean E. Wright, ISP (732) 747-8277                                                                                             Page 6 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter
                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


                                                                               Golden Questions page - Put         If you receive Error Messages:
                                                                               an “X” in the box to allow          Possible Cause #1: How you enter
                                                                               you to see your Golden              your name here, and your year of
                                                                               Answers as you type them.           birth, must match what is in your
                                                                               On the question ‘Where were         Security Officer’s JPAS record
                                                                               you born?’ – You must               exactly (i.e, James vs. Jim; Smith, Sr
                                                                               answer “unknown.” (Notice           vs. just Smith, etc). Possible Cause
                                                                               “unknown” is in lower case.)        #2: Did you remember to enter
                                                                               Then, on the next screen,           “unknown” when you were asked
                                                                               create three unique questions       the city of your birth? See your
                                                                               and answers.                        Security Officer if you need help.


                                                                               IMPORTANT: You will be              Think of Golden Questions and
                                                                               required to change your             Answers which you will remember
                                                                               initial Golden Questions to         five or ten years from now when you
                                                                               three unique Golden                 complete e-QIP again for
                                                                               Questions & Answers on the          reinvestigation of your security
                                                                               next screen.                        clearance. Hint: Your favorite sport
                                                                                                                   or movie could change, but your
                                                                                                                   uncle’s middle name, or the color of
                                                                                                                   your child’s eyes, will not.

                                                                               When you are ready to
                                                                               proceed, please complete
                                                                               your e-QIP.



Dean E. Wright, ISP (732) 747-8277                                                                                             Page 7 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter
                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                            e-QIP Applicant                             Notes


                                                                               To finish, you must:                   *ABODE Print Settings:

                                                                                   -    Validate                      - Page Scaling (select None)
                                                                                   -    Certify                       - Auto Rotate Center (select
                                                                                   -    Print Archival Copy           Checkbox)
                                                                                        of e-QIP* (aka SF86)          - Advanced Tab (deselect Print as
                                                                                        along with a copy of          Image)
                                                                                        PSQ Signature Page
                                                                                        documents **
                                                                                   -    Release and Transmit


                                                                               When finished, give your               **PSQ Signature Page documents:
                                                                               Security Officer the printed
                                                                               Archival Copy and PSQ                  1. SF86 Certification
                                                                               Signature Page documents of            2. Authorization for Release of
                                                                               your e-QIP. Your Security              Information
                                                                               Officer is required to review          3. Authorization for Release of
                                                                               the information for                    Medical Information (required if
                                                                               completeness prior to                  you answered “YES” to Question
                                                                               certification and submission to        21).
                                                                               DISCO.




Dean E. Wright, ISP (732) 747-8277                                                                                             Page 8 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes
When your Applicant releases his PSQ        Click on “Ready For Review
(aka e-QIP) back to you, you will be        PSQ” and it will take you to
notified under Notifications, “Invest       “Add/Modify Investigation
Rqst Status” which will have a              Request” screen. Scroll to the
message for you, “Ready For Review          bottom and click on “View
PSQ.”                                       PSQ.” You can print out the
                                            .pdf file in case the applicant
Your Applicant has just “released and       neglected to print out his e-
transmitted” and delivered you an           QIP. Also, it is here that you
Archival Copy of his e-QIP for your         can print out PSQ Signature
review for completeness -                   Page documents if the
http://www.dss.mil/whatsnew/isl_200         applicant neglected to do so.
6-01.htm, section #5. It is very            At this time, conduct a
important that you review this PSQ          thorough review of the PSQ.
carefully, for doing so will prevent
rejection at an additional level.           At “View PSQ,” a .pdf file will
                                            open. (If the file does not
Either print the PSQ or use the hard        open, Adobe 7 has not been
copy provided by the applicant and          installed; or, pop-up buttons
conduct a thorough review for               are not off: hold down the ctrl
completeness and correctness.               key while clicking on “View
                                            PSQ.” You must “View PSQ”
                                            to continue.

                                            NOTE: You will not, at this
                                            time, see the “Send to DISCO”
                                            button.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 9 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                            e-QIP Applicant                             Notes

If you see items which need further         The status for this Applicant          LATER ON, IT MAY                       Note your Investigation Request
clarification or correction, click on       will read Revised PSQ and,             OCCUR THAT your PSQ (e-                number. Make sure that your e-
“Revise PSQ” (on the “Add/Modify            since corrections are needed,          QIP) is returned to you by your        QIP and PSQ Signature Page
Investigation Request” screen), enter       the status will change back to         Security Officer for corrections       documents all have the same
the reason, and click “Save.”               Initiated PSI. You will start          or clarifications. Log into e-         Investigation Request number.
                                            over again from the beginning          QIP once again, using your             This number may be found near
Your action avails the Applicant’s e-       as if it were a new submission.        unique Golden Questions and            the top of each page. (Each time
QIP to him, and he can re-log into e-                                              Answers, and make the                  you resubmit e-QIP, a new
QIP and make the required changes or   To clarify:                                 necessary corrections, per your        Investigation Request number will
corrections, as per your instructions. When you ask your Applicant                 Security Officer’s instructions.       be assigned. Your latest e-QIP
                                       to make corrections, you will                                                      supersedes all other submissions.)
NOTE: If you need an overview in       both be starting the process                Then:
the review of an SF 86 from a Security anew.                                                                              NOTE: An Investigation Request
Officer’s perspective, go to                                                           -    Validate                      number may be six, seven, or even
http://www.dss.mil/isec/instructsf86.p You will have to re-Initiate                    -    Certify                       eight digits long. What is
df, page 3, for assistance.            PSI, and the Applicant will re-                 -    Print Archival Copy           important is that the number
                                       login and make corrections.                          with PSQ Signature            assigned your e-QIP is identical
                                       Then the Applicant will                              Page documents                between the Archival Copy and
                                       transmit back to you. Your                      -    Release and Transmit          those of your PSQ Signature Page
                                       Notifications could change                                                         documents.
                                       several times, from Initiated               Deliver the newly printed
                                       PSI to Ready for Review PSQ,                Archival Copy and PSQ
                                       until you are satisfied with the            Signature Page documents to
                                       submission for transmission to              your Security Officer, as
                                       DISCO.                                      before.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 10 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                            e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
                The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                   Notes                          e-QIP Applicant                               Notes

However - if the e-QIP is accurate and         OPTION 1: Once you see the
complete, you are ready to process this        Notification, Ready for Review
e-QIP. The PSQ Signature Page                  PSQ, do this:
documents may be submitted to DISCO
via Option 1 or Option 2 – your choice.            -   FAX PSQ Signature
                                                       Page documents to
You are going to submit these                          DISCO @ 1-866-804-
documents prior to submitting the                      0686.
SF86, whichever OPTION you select.                 -   Do not use a cover
                                                       sheet, send only the
NOTE: If this PSI is for a Periodic                    three pages
Reinvestigation, annotate this at the top          -   Once DISCO receives
of PSQ Signature Page documents. In                    these forms, you will
this way, OPM will not delay for                       see (on the
fingerprint cards. Also, ensure at the 7-              “Add/Modify
digit Investigation Request number on                  Investigation Request”
the PSQ Signature Page documents is                    screen), bottom/center
the same as that on the Archival Copy.                 of the screen, “Submit
                                                       to DISCO.” (This
                                                       hyperlink will not be
                                                       available until DISCO
                                                       makes it available per
                                                       receipt of PSQ
                                                       Signature Page
                                                       documents).




    Dean E. Wright, ISP (732) 747-8277                                                                                              Page 11 of 20 Pages
    Dean.wright@espcorp.com                                                                                                         3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes
                                      OPTION 2: Once you see the
If you choose Option 2, select a naming
scheme which will clearly identify theNotification, Ready for Review
appropriate document to be uploaded.  PSQ, do this:
                                      Upload the PSQ Signature
“Doe-John_Certification_01-27-07.pdf” Pages:
for the SF86 Certification
                                         - Scan each of the three
“Doe-John_Release_01-27-07.pdf” for          PSQ Signature Page
the SF86 Authorization for Release of        documents to .pdf files
Information form                             and transmit/transfer to
                                             a location on your hard
“Doe-John_Medical_01-27-07.pdf” for          drive.
the Authorization for Release of
Medical Information form

REMINDER - PSQ Signature Page
documents are SF86 Certification,
Authorization for Release of
Information, and Authorization for
Release of Medical Information
(required if you answered “YES” to
Question 21).

You only have to send the Medical
Release Form if the Applicant answered
“Yes” to Question 21 on the SF86.
Only military personnel are required to
submit this form regardless of the
answer to Question 21.


    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 12 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes

On the “Add/Modify Investigation              Whether you chose Option 1 or
Request” screen, click on                     Option 2 to forward the PSQ
“Documents.” Click on “Upload.” To            Signature Page forms to
upload documents, select document             DISCO, now you will go to the
type from drop down menu, click               “Add/Modify Investigation
browse to search for your file location,      Request” screen. The “Submit
select release form from location on          to DISCO” button should be
your hard drive. Only one file can be         there (now that you have
loaded at a time. Once file is selected,      forwarded all the PSQ
click “Save” to remain on the screen or       Signature Page documents).
“Save and Return” to return to the
“Add/Modify Investigation Request”
screen. Continue until all three files
have been uploaded. As you do this
operation, each document’s check block
will be checked.

If everything appears accurate and
complete, click on “Submit to DISCO”
and “Save.” Place your Archival Copy
of e-QIP and the PSQ Signature Page
documents in the Applicant’s personnel
security file or folder.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 13 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


On the other hand, DISCO may reject           Look at the reason for the             If instructed to do so, repeat
this application after their internal         rejection. Discuss this with the       the correction procedures on
review. JPAS Account Manager will             Help Desk at (888) 282-7682 if         Page 10 and resubmit your
receive a Message From CAF (under             you feel this is incorrect. Also,      corrected e-QIP to your
Notifications) explaining the error.          if the situation is unusual or         Security Officer, as before.
You must forward this information,            confusing, contact Dean for
along with notes as to how to correct         assistance and networking.
the problem(s), immediately to the e-
QIP Applicant.

When DISCO is satisfied with the              Check Notifications often –
application, they will notify you with        they do not remain forever.
Approved PSQ located in “Invest Req
Status.” If PSQ is for an Initial             “Perform SII Search” may be
Personnel Clearance, you will see an          found on Person Summary
“Interim S/TS” or “Interim                    screen, lower left.
Declination” in “Eligibility Change.” If
it is for a PR, you will only receive
Approved PSQ as a Notification.
When you see Approved PSQ in your
Notifications, send in your fingerprint
card, if needed, now. Go to page 16.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 14 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


Released PSI no longer exists as a            Go to Applicant’s Person
Notification. Formerly, it was your           Summary screen and scroll
notification of the release of your PSQ       down and click on “Perform SII
from DISCO to OPM. Do the                     Search,” and enter e-clearance
following as a Work Around:                   page. At SII Investigation
                                              Summary, see information
                                              which reads like this: NACLC
                                              From OPM, Case #07XXXXXX
                                              RECEIVED, Closing Action,
                                              File Available: Y. “File
                                              Available: Y” means they have
                                              the PSI from DISCO. Send in
                                              your PSQ Signature Page
                                              documents now via Option 1 or
                                              Option 2.

JPAS Account Manager will receive the         You must reinitiate the
Notification Terminated PSI if                investigation request. Confirm
Applicant does not start within 30 days       that Applicant still needs a
of Initiated PSI and does not transmit        clearance and/or determine if
back to you within 90 days of                 there were any system
commencing his e-QIP.                         problems before proceeding.




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 15 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


Mail Fingerprint Card, if required,           It is no longer necessary to
to:                                           submit Fingerprint Cards for
                                              any Periodic Reinvestigation
E-QIP Rapid Response Team                     unless requested to do so (ISL
OPM-FIPC                                      2006-02).
P.O. Box 618
                                     Pencil-in the Investigation
Boyers, PA 16018                     Request Number to the
                                     “Miscellaneous No. MNU”
Or – to have a tracking number, send space on the Fingerprint Card
the Fingerprint Card via FedEx or    (http://www.dss.mil/isec/resu
UPS to:                              mption.htm).

E-QIP Rapid Response Team
OPM-FIPC
1137 Branchton Road
Boyers, PA 16018


OPM normally opens an investigation           Check Notifications often. If
within two to three weeks of DISCO’s          you miss - it could delay or
Approval and Release. However, the            stop the process.
investigation will not be opened until
they receive the PSQ Signature Page
documents and Fingerprint Card.



    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 16 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                           e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
               The Electronic Questionnaire for Investigations Processing system 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.

    JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


If you encounter problems with                Once Applicant receives
processing your BI request through e-         Interim, be sure to
QIP, contact Dean E. Wright, ISP,             Indoctrinate Non-SCI per
Chair NCMS Mid-Atlantic Chapter.              instructions in Sec. 8, The
Tele: (732) 747-8277                          Desktop Resource for the
Email: dean.wright@epscorp.com                JCAVS. (Obtain “Desktop”
                                              from JPAS Home Page.)




    Dean E. Wright, ISP (732) 747-8277                                                                                             Page 17 of 20 Pages
    Dean.wright@espcorp.com                                                                                                        3/2/2007
    Chair NCMS Mid-Atlantic Chapter
                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes

Definitions courtesy of Joe Jessop
                                “Investigation Request Status” Definitions
INITIATED PSI – When you initiate the request (or when you or DISCO return the request for rework.) The applicant now goes to
the web site and completes his SF 86.

READY FOR REVIEW PSQ – When the Applicant completes, releases and transmits his SF 86 (e-QIP) back to you, this
notification means it is time for you to review it and forward it to DISCO or return it back to the individual for additional information.

READY FOR APPROVAL PSQ – After the Account Manager’s review, if the SF 86 is completed and correct, send to DISCO.
Status becomes “Ready for DISCO Review and Approval.”

READY FOR DISCO REVIEW AND APPROVAL – After you, the Account Manager, send the completed SF86 to DISCO by
clicking on Ready for Approval PSQ, the status will become “Ready for DISCO Review and Approval.”

REVISED PSQ – If additional or corrected information is required on the SF 86, return the archival copy back to the Applicant with
the necessary instructions. Status becomes “Revised PSQ and Initiated PSI.”

APPROVED PSQ – DISCO has determined the e-QIP submission to be complete. Account Manager should now send the fingerprint
card, if required, to DISCO.

TERMINATED PSI – Your Applicant did not meet the time frame and his PSI was terminated. If the Applicant still requires access,
the Account Manager must reinitiate and the process starts over again. Confer with the individual’s supervisor when this happens.
Check to see if the Applicant still requires access, and/or check any system problems.




Dean E. Wright, ISP (732) 747-8277                                                                                             Page 18 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter
                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


                                         “Investigation Terms” Definitions
BI – Background Investigation

E-QIP – Electronic Questionnaire for Investigative Processing, also commonly called SF 86, or PSQ

NACLC – The investigation you select for a SECRET clearance - National Agency Check, Local Agency Check and Credit

PSI – Personnel Security Investigation

PSQ – Personnel Security Questionnaire, also known as an SF 86, and as e-QIP

SF 86 – Standard Form 86 National Security Questionnaire

SSBI – The investigation level you select for a TOP SECRET clearance - Single Scope Background Investigation




Dean E. Wright, ISP (732) 747-8277                                                                                             Page 19 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter
                       e-QIP Cheat Sheet – Incorporates JPAS 2.3.3.2
           The Electronic Questionnaire for Investigations Processing system 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.

JPAS Account Manager                                  Notes                          e-QIP Applicant                               Notes


                                        How to enter your Prime Contract Number
                                                     Examples: NAVY: N00019-06-D-0014
                                                          AIR FORCE: F00123-05-D-1234
                                                          ARMY: SCI: DA1234-05-D-7819



    Table of Government Agencies




Dean E. Wright, ISP (732) 747-8277                                                                                             Page 20 of 20 Pages
Dean.wright@espcorp.com                                                                                                        3/2/2007
Chair NCMS Mid-Atlantic Chapter

				
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