Roadmap & Planning Workbook - US Office of Government Ethics

• A cautionary letter builder allows reviewers to check boxes indicating the holdings that are
actual or potential conflicts. The letter builder then compiles these holdings into a customized
letter template which can be edited by the reviewer and sent to the filer.
• Copies of all forms, letters, and training information are stored for easy retrieval at any time.
• Annual ethics training is tracked in the system for each filer. NASA uses live and computerbased
training and the EPTS system is set up to import course completion data from the
training system.
• A variety of reports can be run, including: form status (who filed or did not not file), status of
review, numbers of forms filed, completion of annual ethics training, ethics pledge, late fee,
and statistical information for the OGE annual report.
• Folders are available in each filer’s profile for the upload of attachments and other scanned
ethics documents, including: waivers, recusals, ethics opinions, ethics pledges, evaluation
board reviews, outside employment approvals, and post-employment opinions.
• Forms are archived for 6 years and then destroyed in accordance with regulation.
Informational Web Site Link: http://epts.nssc.nasa.gov.
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