SmartWay8""
SmartWay 2.0
Truck Model User Guide
Updated: September 4, 2009
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U.S. Environmental Protection Agency • SmartWay Transport Partnership • EPA420-B-09-034 • www.epa.gov/smartway
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Table of Contents
Parti: WELCOME 1
Part II: INTRODUCTION 2
Part III: GETTING STARTED 4
1. Software and Hardware Requirements 4
1.1. Partner Information 4
1.2. Operator and Fleet Characterization Information 4
1.3. Emissions Profile (fleet level) 4
2. Model Organization 5
Part IV: RUNNING THE MODEL 7
1. Before you begin 7
2. SmartWay Introduction 10
2.1. About the Model 11
2.2. SmartWay Partner Agreement 12
3. Home Screen 14
3.1. Company and Contact Information and Reporting Year 16
3.2. Define your Model Fleets 19
3.2.1. Fleet Characterization: Fleet Organization 19
3.2.2. Fleet Characterization: Operations & Body Type Tab 21
3.2.3. Fleet Characterization: Create Models Tab 23
3.3. Data Entry or Modification 26
3.3.1. Data Entry: General Info Tab 26
3.3.2. Data Entry: Diesel Vehicles Tab 27
3.3.2.a. Model Year & Class Sub-tab 27
3.3.2.b.Activity Information Sub-Tab 30
3.3.2.c.Diesel Vehicles Tab: PM Reduction Sub-Tab 34
3.4. View Fleet Performance Summary 35
3.5. Exchanging your models with SmartWay 39
List of Figures
Figure 1. Model Architecture 6
Figure 2. Macro Drop-Down Menu 7
Figure 3. Security Dialog Box 8
Figure 4. Security Warning Box 8
Figure 5. Truck Model Welcome Screen 9
Figure 6. SmartWay Introduction Screen 10
Figure 7. About the Model Screen 11
Figure 8. SmartWay Partner Agreement 12
Figure 9. Main Model Navigation or "Home" Screen 14
Figure 10. Company and Contact Information 16
Figure 11. Home Screen with Models 18
Figure 12. Fleet Characterization Screen - Fleet Organization Tab 19
Figure 13. Fleet Characterization Screen - Operations & Body Type Tab 21
Figure 14. Fleet Characterization Screen - Create Models Tab 23
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Figure 15. Fleet Categorization Screen- Create Models Tab 24
Figure 16. Home Screen - after completing Fleet Characterization process 25
Figure 17. Model Data Entry Screen - General Info Tab 26
Figure 18. Data Entry Screen -Diesel Vehicles Tab /Model Year& Class Sub-tab 28
Figure 19. Data Entry Screen - Diesel Vehicles Tab / Activity Information Sub-tab 30
Figure 20. Average Capacity Volume Worksheet 33
Figure 21. Data Entry Screen - Diesel Vehicles Tab / Particulate Matter Reduction Sub-tab .... 35
Figure 22. Home Screen after completing Data Entry/Modification process for first model 36
Figure 23. View Fleet Performance Summary Screen 37
Figure 24. View Fleet Performance Summary 38
Figure 25. Example of Completed Report 39
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Part I: WELCOME
From its inception in 2001, SmartWay has worked closely with the trucking industry to
design a program that combines the environmental goals of reducing carbon (C02),
nitrogen oxide (NOX), and particulate matter (PM) emissions with the industry's goals of
reducing fuel use, saving money, and improving efficiency. Thanks to efforts such as
yours, SmartWay has become the highly successful program it is today. I applaud all
the efforts you have made to date, and I thank you for your participation in SmartWay
2.0.
• Matthew Payne, Architect of the SmartWay 2.0 System
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Part II: INTRODUCTION
Welcome to the SmartWay 2.0 Truck Model User Guide.
It is highly recommended you use this User Guide the first time you fill out the new 2.0
model. This User Guide provides step-by-step instructions on how to complete the
model, and provides explanations for why certain data are used. As a supplement to
this manual, the model contains a Help function that provides contextual assistance
onscreen. A separate Truck Model Technical Manual is also available, providing a
general overview of the SmartWay 2.0 model, and detailing all data and calculations
used within the model. In addition, webinar training will also be available at the
SmartWay Web site at: .
Question: What is this model and why am I filling it out?
The SmartWay 2.0 Truck Model is part of a suite of U.S. Environmental Protection
Agency (EPA) SmartWay models that collect carbon inventory and efficiency
information from all freight transportation modes. As the need to reduce carbon
emissions has increased, so has the demand from U.S. industry for new tools to
calculate carbon inventories and efficiency metrics. To address this demand, SmartWay
created the new SmartWay 2.0 system models in 2009. The data and information
collected in these models can be used to optimize companies' freight transportation
emissions. Since carbon is produced from fuel combustion, SmartWay's goal of
reducing carbon emissions complements industry's goal of lowering fuel costs and fuel
consumption.
Question: How is this model different from the previous SmartWay Carrier Freight
Logistics Environmental and Energy Tracking (FLEET) model?
The previous SmartWay Carrier FLEET model rated freight transportation providers
(carriers) based on their usage of a select group of technologies and operational
practices that reduced C02, NOx, and PM emissions. Carriers received credit toward
their SmartWay score based on a comparison of their fleet to a hypothetical fleet that
did not use these technologies or operational practices. Resulting emissions savings
represented the emissions that would have been produced had the fleet not adopted the
technologies and operational practices.
As such, the FLEET model quantified companies' emissions reduction efforts, but did
not rate companies based on their total emissions. This method of calculation was
intended to account for the diversity of trucking companies' operation. For example,
SmartWay did not want to "penalize" companies that hauled steel in the Rockies versus
companies hauling potato chips in Kansas. Under this scenario, using a score entirely
based on a company's fuel efficiency, such as miles-per-gallon (mpg), might be unfair.
For instance, the company hauling the steel in the Rockies might implement numerous
strategies to improve their mpg. At the same time, the potato chip hauler might not have
pursued any such strategies, but due to the inherent efficiency of their vehicle operation,
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its fleet would most likely receive a higher fuel efficiency score. Thus, the FLEET model
SmartWay score attempted to account for more than just static fuel efficiency rates by
factoring in fuel efficiency improvement efforts themselves. In essence this approach
could be summarized saying "the best you may be able to achieve in your business is 5
mpg, but if you are doing all you can to reduce your fuel consumption, you will receive a
high SmartWay score."
Unfortunately, the FLEET model SmartWay score is not sufficient to determine carbon
inventories for companies that employ carriers (i.e., shippers). For shippers to
determine their carbon inventory or "footprint", they must have estimates for the grams
of C02 produced per mile driven (g/mile) by their carriers. While the prior FLEET model
calculated a company's g/mile efficiency, there was no fair or easy way to compare
similar modes of operation because carriers were not differentiated according to
business model or operational type. Since many carriers have discreet operating units
for performing specific tasks, creating an inventory on a company-level basis risks
comparing fleets with highly differing compositions. Therefore, data must be collected at
each company's unit level, which allows each operational unit to be compared against
similar units (e.g., flatbed to flatbed, auto carrier to auto carrier, less than truck load to
less than truck load, tanker to tanker, etc.). Conversely, operating units should not be
compared to dissimilar units (e.g., heavy-haul flatbed vs. truckload dry van, tanker, or
any unit other than another heavy-haul flatbed). Collecting data at this detailed level
allows for the production of a more accurate carbon inventory and provides a more
precise, equitable basis for optimizing carrier selection. The SmartWay 2.0 model is
designed specifically to meet these goals.
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Part III: GETTING STARTED
1. Software and Hardware Requirements
The model is designed in Microsoft Excel forms and requires the following:
• A 2003 or later version of Microsoft Excel
• Excel security level set at Medium
• A PC running Windows XP or above is required. The model does not
currently support the Mac OS.
• The SmartWay 2.0 Truck Model requires a minimum of 5 megabytes of
free disk space. More disk space may be required based on the number of
fleets you define in your model.
• The SmartWay 2.0 Truck Model uses Excel as its underlying technology.
Your PC should have adequate memory (RAM) to run Office.
• The SmartWay 2.0 Truck Model was designed for a monitor resolution of
at least 1024 x 768. 1
1.1. Partner Information
• Company Information
o Company Name, Address, City, State, ZIP, Country
o Main Phone, Web site
• Primary, Executive, and Other Contact Information
o Name, Title
o Address, City, State, ZIP, Country
o Phone, E-mail
1.2. Operator and Fleet Characterization Information
• Company Name, Company Division Names, Contacts
• Standard Carrier Alpha Codes (SCACs) and/or Motor Carrier numbers
• Division-level2 Fleet Type
• Division-level Operational Category (by percent of operation)
o Truckload, Less-than-truckload, Dray, Pickup Delivery, Expedited
• Division-level Body Type (by percent of equipment)
o Dry Van, Reefer, Flatbed, Bulk, Tanker, Auto, Heavy Haul, Pooled
Intermodal, Owned Intermodal
1.3. Emissions Profile (fleet level)
• Long- versus short-haul split (%)
• Owned, Leased, Operated under subcontract (%)
• Fuel Usage (total and by class) for each of the following fuel types:
1 The model will also work at 800 x600 resolution, but many of the screens will appear with scroll bars.
2 For companies with only one "Division", corresponding inputs are at the company level.
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o Diesel/Biodiesel, Gasoline/Ethanol, Propane (LPG), Liquefied
Natural Gas (LNG), Compressed Natural Gas (CNG)
• Number of trucks by model year and class (2b-8b)
• Total, Revenue, and Empty miles driven (total and by class)
• Average payload, average capacity volume, and % cube utilization (by
class)
• % of urban operation (by class)
• Average urban speed (by class)
• Average highway speed (by class)
• Average idle hours per truck (total and by class)
• Use of any Particulate Matter (PM) control equipment:
o Diesel Oxidation Catalyst (DOC)
o Closed Crankcase Ventilation (CCV)
o Particulate Matter Filter (PM Trap)
2. Model Organization
The following chart displays the structure of the model screens. You should read the
Introduction and Partnership Agreement screens and then proceed to the Home page.
From the Home page, you will:
1.) Fill out company and contact information
2.) Characterize your fleet(s) and create model(s)
3.) Enter the required data for each fleet
4.) View results
5.) Submit model(s) to EPA
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Introduction Scree rn
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[Partnership-
Agreement^
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f Home!
|
1. -Contact-Info! ] f 2/Fleet 1 f3.-Select-Fleet-for-Data-"j
Characterization! Entiy-or-Moddficationf
1
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i 1
f 4. -View-Fleet- 1 p.-3ubmit-Completed-
Performance -Summaiyl Models-to-EPA^
f Fleet- Organization! j General -Infof |
40perations-&-BodyT f DieseLBiodiesel,' ~)
TypeU "H Gas/Etliano],-LPG,-
J ( LNG.-smd-CNG-TabsllJ
f Create-Modelf 1
fModel-Year-&-Classl|
f Activity-Information^
f PM- Reduction! 1
^H (Diesel-Only)!
j Internal-Metrics! |
f Fleet-Summary-! 1
^H (Categorisation)!
j Fleet-SummaryU |
(General-Info)!
f Master-Report! 1
j Input-Summary! |
| Compare -youj-fleet- |
M with-otter-Smar$!ffi-
t Partnersf j
Figure 1. Model Architecture
After steps 1 and 2 above, the system will automatically save backup copies of your file. Also, at
any stage of the process above, you can save the data you have entered by clicking the "Save
Progress" button on the home page.
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Part IV: RUNNING THE MODEL
1. Before you begin
The model can be downloaded from the SmartWay Web site at:
Before you begin, be sure to set your Excel security setting level to "Medium." When
using Excel 2003, on the menu bar, go to Tools -> Macro -^Security Level. When that
window opens, click Medium. See Figure 2 and Figure 3 for details.
Figure 2. Macro Drop-Down Menu
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j Security Level j Trusted Publishers
O Very High. Only macros installed in trusted locations will be allowed
to run. All other signed and unsigned macros are disabled.
O High. Only signed macros from trusted sources will be allowed to
run. Unsigned macros are automatically disabled.
(*} Medium. Vou can choose whether or not to run potentially unsafe
macros,
O LOW (not recommended). You are not protected from potentially
unsafe macros. Use this setting only if you have virus scanning
software installed; or you have chected the safety of all documents
you open.
OK
Cancel
Figure 3. Security Dialog Box
You may then proceed to running the model by:
1.) Saving the model to your computer.
2.) Double-clicking on the file to open the model. You will see a security
warning box appear (Figure 4).
Security Warning
"C: \Projects\EPA - Smart Way \Trucking\truckModel, xls" contains macros,
Macros may contain viruses. It is usually safe to disable macros, but if the
macros are legitimate; you might lose some functionality.
Disable Macros
Enable Macros
More Info
3.)
Figure 4. Security Warning Box
Click on the Enable Macros button in the security warning box. The
following screen (Figure 5) should appear:
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The purpose of this model is to determine the carbon dioxide (CO2), oxides of nitrogen (NOx), and participate
matter (PM) emissions and efficiency of your fieet(s) and provide you with enhanced methods for tracking fuel
use and efficiency.
If you are new to SmartWay, you should familiarize yourself with the SmartWay website: ex^JlO'l^ro^iMdi
To familiarize yourself with the new SmartWay 2,0 system, you will find additional information at:
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The SmartWay website includes the following:
> Model Technical Manual that details the formulas and mechanics of the model
> User Guide that is designed to take users through the mode!
> FAQ section that cavers questions posed by users.
(Note: The FAQs will be incorporated into subsequent versions of the User Guide.)
> Webinar tutorials on how to use and complete the models
In addition to the websites listed above, the following resources are also available to you:
> Contextual help, which is accessed by clicking on the question marks ( ?j ) that appear throughout
> Partner Account Manager (RAM) Support. If you don't know who your RAM is, you can also call the
SmartWay Transport Partnership Call Center at (734) 214.4767 or email smartway_transport@epa.gov.
> SmartWay mailbox: smartway transport@epa.gov
> SmartWay helpline: 734-214-4767
> SmartWay fax: 734-214-4052
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2. SmartWay Introduction
The purpose of this model is to determine the carbon dioxide (CO2), oxides of nitrogen (NOx), and particulate
matter (PM) emissions and efficiency of your fleet (s) and provide you with enhanced methods for tracking fuel
use and efficiency.
If you are new to SmartWay, you should familiarize yourself with the SmartWay website: epa.gov/smartway
To familiarize yourself with the new SmartWay 2,0 system, you will find additional information at:
epa.gov/smartway/transport/2-0
The SmartWay website includes the following:
> Model Technical Manual that details the formulas and mechanics of the model
> User Guide that is designed to take users through the model
> FAQ section that covers questions posed by users.
(Note: The FAQs will be incorporated into subsequent versions of the User Guide,)
> Webinar tutorials on how to use and complete the models
In addition to the websites listed above, the following resources are also available to you:
> Contextual help, which is accessed by clicking on the question marks (j?J) that appear throughout
> Partner Account Manager (PAM) Support, If you don't know who your PAM is, you can also call the
SmartWay Transport Partnership Call Center at (734) 214-4767 or email smartway_transportitepa.gov,
> SmartWay mailbox: smartway_transport'0'epa,gov
> SmartWay helpline: 734-214-4767
> SmartWay fax: 734-214-4052
Figure 6. SmartWay Introduction Screen
The SmartWay Introduction Screen is the first window that appears when the model is
opened in Excel, as shown in Figure 6. This screen contains links to the SmartWay
Web site where you can view and download additional information.
For general SmartWay information:
For SmartWay 2.0 information:
epa.gov/smartway
epa.gov/smartway/transport/2-0
There is also a link labeled About the Model. If you click on this link, you will be taken
to the the screen described below.
Note: The name of the screen appears at the top left-hand corner of the model, in
white font on the blue window bar.
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To proceed to the Screen (Figure 8), click NEXT.
2.1. About the Model
The Smart Way 2.0 suite of models was designed in response to industry requests to expand the already
successful Smart Way truck FLEET model to other forms of transport, SmartWay 2.0 now covers all forms of
freight transport for land, sea, and air sources. The SmartWay 2,0 models offer a new user interface with
better help and support materials as well as enhanced user model outputs and standard reporting forms,
The SmartWay 2.0 models focus on determining fuel, carbon, oxides of nitrogen, and particulate matter
inventories, and efficiencies for fleets based on mileage, weight, and volume metrics. It is anticipated that
the SmartWay 2,0 models will form the basis of global freight transportation carbon analysis,
Company emission efficiencies (individual or binned) will be included in a global SmartWay database that will
be used to determine the carbon costs associated with moving freight. Currently the SmartWay 2,0 models
cover all U.S. and Canadian domestic freight transport, and all transport from international port of exit (port
or airport.) As SmartWay develops reciprocal agreements with other countries that develop SmartWay
programs, the emission data from those countries will be included in the global SmartWay database.
Former users may notice that the FLEET model "Part 3" information is not included in the new SmartWay
2,0 models, It is envisioned that new user-centric "Part 3" type models will be developed in the near future
(2011) to assist industry with evaluation of individual emission reduction strategies,
Design comments and requests for future development and capabilities should be directed to the SmartWay
2.0 creator, Matt Payne, at payne.matthewfliepa.gov under the subject heading: SmartWay 2,0 Design
Comment.
All daily user questions should be addressed through model help, website resources, the SmartWay mailbox
(smartway_transport@epa.gov), SmartWay helpline (734-214-4767), or through assigned Partner
Management Support.
Figure 7. About the Model Screen
If you click on the About the Model link, the above screen will appear. It includes basic
background information and provides a link for submitting comments regarding the
design of the model. If you have comments or suggestions about the model design,
please send an e-mail to: . Please use the subject heading
"SmartWay 2.0 Carrier Model Design."
The above email link should be used only for comments that pertain specifically to
design of the model. Questions about problems you encountered, error messages, or
other non-design-related questions will not be supported or referred from this link. "How
to" and standard user requests should be directed to the SmartWay Helpline at (734)
214 4767 or your assigned Partner Account Manager (PAM).
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To navigate back to the SmartWay Introduction screen (Figure 6) from the About the
Model screen, click the CLOSE button.
2.2. SmartWay Partner Agreement
Partnership Agreement Carriers
With this agreement, your company joins EPA's SmartWay Transport Partnership and commits to:
1, Measure and report to EPA on an annual basis the environmental performance of your fleet(s) using EPA's mode specific SmartWay 2.0 Carrier Performance Model(s).
2, Have performance results posted on the EPA SmartWay website/database.
In return, EPA commits to:
1, Promote company participation in the Partnership by posting Partner names on the EPA SmartWay Website and in related educational; promotional, and media materials,
EPA will obtain express written consent from the Partner before using the Partner's name other than in the context of increasing public awareness of its participation as
described here,
2 Provide companies with industry-wide performance bench-mark data as this data becomes available to EPA.
3, Assist Partners in achieving emission and fuel usage reduction goals (subject to appropriations),
General Terms
1, If the Partner or EPA defaults upon this agreement at any point, the agreement shall be considered null and void,
2, Either party can terminate the agreement at any time without prior notification or penalties or any further obligation.
3, EPA agrees not to comment publicly regarding the withdrawal of Partners,
4, EPA reserves the right to suspend or revoke Partner status for any Partner that fails to accomplish the specific actions to which it committed in the SmartWay Transport
Partnership Agreement and subsequent Agreements,
5, The Partner agrees that it will not claim or imply that its participation in the SmartWay Transport Partnership constitutes EPA approval or endorsement of anything other
than the Partner's commitment to the program, The Partner will not make statements or imply that EPA endorses the purchase or sale of the Partner's products and
services or the views of the organization,
6. Submittal of this SmartWay 2,0 Carrier model constitutes agreement to all terms in this Partnership Agreement, No separate agreement need be submitted,
Figure 8. SmartWay Partner Agreement
After clicking the Next button on the Introduction Screen, the SmartWay Partner
Agreement should appear. You must agree to this language to join the SmartWay
Transport Partnership. Separate signed hard-copy versions are no longer required.
Submitting a SmartWay 2.0 Carrier Model to EPA constitutes agreement to all terms in
the Partnership Agreement. Because models are due on an annual basis, the
partnership agreement will be renewed automatically each year. Partner listing on the
EPA Web site and in the SmartWay global partner database will be based on annual
partnership and model submission. If an agreement/model is not submitted per
SmartWay requirements, the partner will automatically be removed from the list.
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Historical Note: In the past, SmartWay supported a lengthy warning process for
partners that were delinquent submitting their partnership materials; however, due to
the large number of partners currently joining and submitting materials to SmartWay,
this level of customized service can no longer be supported.
To move to the next screen from the SmartWay Partner Agreement screen, click the
NEXT button.
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3.
Home Screen
Welcome to the SmartWay Transport Model for Truck Carriers
Use the blue links below to navigate the model. For more information, press the 'Help' button.
1. Enter Company and Contact Information and Reporting Year
Enter your contact information _ i
(•" Baseline ?l
Li r Update
Identify your reporting year: ?l 2008 j^
2. Define your Model Fleets
Fleet Characterization
3. Select Fleet for Data Entry or Modification
View or change the
selected model
4. View Fleet Performance Summary
View Fleet Performance Summary
5. Exchange your models with SmartWay
Submit completed model(s) to EPA
Figure 9. Main Model Navigation or "Home" Screen
Figure 9 shows the main model navigation screen, or Home Screen. From here you
can access to all components of the model. To move to a specific model screen, click
the corresponding blue link, or simply navigate using the and buttons
when present. Throughout the data input process, you will be able to click the
button if you need additional guidance. You will also notice small gray icons with
question marks [?] displayed throughout the model. When clicked, these icons provide
additional information about specific items located on the screen.
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There are five main links located on the Home screen. Click on the link to proceed to
the corresponding screen. These five links are to be completed in order, and comprise
all the steps needed to complete your SmartWay Truck Model:
1. Enter your contact Information: This screen will ask for general company
contact information, a primary SmartWay point of contact, and an executive-level
contact. Additional contacts may also be included.
2. Fleet Characterization: On this screen, you will define all the of fleets your
company operates and provide information describing the operation of those
fleets. Once these parameters are defined, the software will automatically
generate separate models for each fleet.
3. View or change the selected model: This screen will ask for the performance
and fleet composition information necessary to calculate efficiency metrics for
yourfleet(s).
4. View Performance Summary: This screen will give you multiple options for
viewing your performance data and can generate multiple reports for you.
5. Submit completed model(s) to EPA: Send the model as an Excel attachment
in an e-mail to your Partner Account Manager (RAM). Pressing the OK button
does not automatically submit the model to EPA. Note: In the future this screen
will automatically send your SmartWay submission to the SmartWay team via e-
mail.
Before you submit your completed model(s) to EPA, below, you must save your
model to your desktop, hard drive, or some other location that you can easily locate.
Otherwise, you may not find your data-filled model and may need to re-create a new
model!
In addition, a sixth link on the Home screen, Show Report of All Comments, allows
you to review any notes and comments made during the compilation of the different
data inputs throughout the model. These comments can provide a useful reference for
documenting data sources and assumptions, as well as for preparation of subsequent
year submittals. In addition, you can use this link to view questions and comments from
your Partner Account Manager after they receive and return your models.
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3.1. Company and Contact Information and Reporting year
Company and Contact Information [XJ
1. Company Inl
Company Name*
Address 1*
Address2
City*
Main Phone*
Web Site*
2. Primary Con!
Name*
Title*
Address 1*
Address2
City*
Phone*
Email*
3. Executive
Contact*
4. Other Contai
* - Required
Vdidal"* rnrnoany 3
ormation:
State* 2\ ZIP* Country* USA
Toll Free;
act:
J First* MI: | Last*
Use Company Address
State* _^J ZIP* Country* USA
Cell: Fax:
Edit Executive Contact
;ts:
Add New Contact Edit Selected Contact Delete Selected Contact
H rrcnt-^rh TnF'~'rm-=iN'~'n
Figure 10. Company and Contact Information
For this form, you will need to fill out the following information:
• Company Information
• Primary Contact information
• Executive Contact (Vice President or higher)
Each field marked with an asterisk must be filled out. You will not be able to submit the
model to SmartWay without this information. Simply fill out the required data for the
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Company and Primary Contact fields. To fill out the Executive Information, click the Edit
Executive Contact button to the right and enter the required data.
To add a contact to the Other Contacts box, click the Add New Contact button. A new
contact field will appear, labeled Additional Contact Information (not pictured). Fill this
out and click CLOSE when done. You can add more names to the Other Contacts box
by repeating this process. If you wish to edit an existing contact's information, highlight
the name you wish to edit and then click the Edit Selected Contact button. You can
remove an existing contact by highlighting the contact and then clicking Delete
Selected Contact.
Sometimes companies with multiple business units will gather information from
different sources within the company. You might find it useful to have this information
stored within the model.
To make sure you have filled out all required information, you can click Validate
Company and Contact Information (see Figure 10). This will perform a check to see
if all necessary information has been submitted. If any information is missing, a dialogue
box will appear informing you what additional information is required.
If you encounter validation errors or any problems involving model operation that you cannot
resolve, please take a screen shot of the form in question and email your Partner Account
Manager for assistance.
Click HOME to return to the Home Screen (Figure 9).
Back on the Home Screen, identify your reporting year using the drop-down menu. This
should be for the last year for which you have full annual (12 months) data. In addition,
if this is the first year you are submitting your data using SmartWay 2.0, select
"Baseline"; otherwise select "Update".
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Zoom In
Welcome to the SmartWay Transport Model for Truck Carriers
Use the blue links below to navigate the model. For more information, press the 'Help' button.
2008
1. Enter Company and Contact Information and Reporting Year
Enter your contact information
Identify your reporting year: ?l
2. Define your Model Fleets
Fleet Characterization
3. Select Fleet for Data Entry or Modification
tv Baseline JLJ
("" Update
2008 Refrigerated Fleet - Not Checked
2008 All Other Trucks - Not Checked
4. View Fleet Performance Summary
View Fleet Performance Summary
5. Exchange your models with SmartWay
Figure 11. Home Screen with Partially Completed Models
You have completed the first step. The system will now automatically save your model
as well as a backup copy, which will be given a suffix of "Phaser to indicate that it was
saved after the completion of step 1 of the process.
Next, click Fleet Characterization to display the Fleet Characterization Screen.
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3.2. Define your Model Fleets
3.2.1. Fleet Characterization: Fleet Organization
Please input your company/ division name and, if applicable, your company SCAC and/or motor carrier number. Make sure that your company/ division name
appears as you wisb it listed on the SrnartWay website partner list. (Customers can search for your company by name, SCAC, or motor carrier number.)
Input all of the entities in your organization that a customer would have discretion to hire. Do not include internal divisions that are invisible to your
customers. For example, if a customer could hire refrigerated service versus dry van service, include both fleets. If the customer would not be able to
distinguish between these services, include both in one fleet model.
IMPORTANT NOTE: Vou may only create models once per year, so make sure your models are the way you want to report them. Once you run the process
on the "Create Models" tab, you will not be able to add any new models without starting over (and losing all of your entered data).
When finished, click NEXT or click on the "Operations K Body Type" tab at the top of the screen to proceed to the next step.
Company /Division Name
Division Contact J?
Example Trucking Fleet A
Example Trucking Fleet B
m
m.
Add Another Companypivision !
Figure 12. Fleet Characterization Screen - Fleet Organization Tab
This screen allows you to define the various components of your fleet(s). If you are an
owner-operator with one truck you will only have one fleet. If you are a large national
trucking company, you may have several fleets. In this model, a fleet is defined as any
business unit that a customer has discretion to hire. For example, if your customers can
hire your truckload dry van fleet separately from your flatbed fleet, you will need to
create separate models for each fleet.
To familiarize yourself with the Fleet Characterization Screen (Figure 12), browse the
first two tabs at the top of the screen labeled Fleet Organization and Operations & Body
Type. Note that you cannot open the third tab (Create Models) until the other two tabs
are complete.
Think about this information ahead of time! How do your customers hire your
fleet(s)? How many divisions do you have within your company? How are your
divisions/customer choices identified? Are they identified by specific SCACs or Motor
Carrier number? SmartWay highly recommends developing your list of fleets offline by
using a company organization chart or perhaps a customer interface Web page. The
best strategy is to have a clear idea of how to set up your fleets before filling out the
model.
19
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Background: The SmartWay 2.0 carrier models will calculate emission performance
for each fleet based on the specific information associated with that fleet. By properly
characterizing your fleet, you will ensure that it is compared against other fleets in the
same category. For example, it would be unfair and misleading to compare for-hire
truckload heavy-haul fleets against private truckload expedited fleets. Proper
characterization of your fleet(s) makes sure that "apples are compared to apples" and
is vital to the functionality of the SmartWay system. You should therefore try to
characterize your fleets as discretely as possible.
Once you have created your models (Part IV:3.2.3 on Page 24) you cannot add or
delete any fleets until the next reporting year. However, you will be able to go
back and change the specific information about your fleets.
When you are ready, make sure you are on the Fleet Organization Tab.
Enter the Company/Division name. If it has a SCAC code and/or a Motor Carrier
number, please input that information. While it is not required to enter SCAC or MC
information for each fleet, it will help shippers searching by those parameters in the
SmartWay database to easily find your fleet for inclusion in their Shipper Model.
Next, enter division contact(s). Use the drop-down menu to bring up the list of contacts
you entered in the Company and Contacts Screen (Section 3.1), and select one. If
there is a contact for the division that is not already listed in the Company and
Contacts screen, you will need to go back to that screen to add the contact.
If you need to add a row for an additional Company/Division, click the Add Another
Company/Division button. An additional row will appear. If necessary, use the vertical
scroll bar to see all your fleets.
Please note the button located at the bottom of the screen.
This allows you to enter notes about the collection process, your thoughts, data, or
other information you would like stored along with your model. This record could prove
useful when you or someone else fills out the model next year.
A >-§": ;; button is also available should you need assistance.
To proceed, click the Operations & Body Type tab at the top, or simply click the
button. Clicking will take you back to the Home screen.
20
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3.2.2. Fleet Characterization: Operations & Body Type Tab
For each fleet, enter the percentage of trucks that fall into each category below. Percentages under Operation Category must sum to 100 percent, as must
those under Body Type. For Fleet Type, indicate whether the fleet is Private, Dedicated, or For Hire.
When finished, click NEXT or click on the Create Models tab at the top of the screen to proceed to the next step.
Opaatta. Categoryf*.)
Company/Division Fleet Type jj TL* LTL* Dray*
Exp*
Dry Heavy Pooled Owned
Van Reefer Flatbed Bulk Tanker Auto Haul IM* IM* Total
100
100
"LJ
* TL = Truckload
LTL = less-Than-TrucWoad
Dray - Drayage
PD =° Padtage Delivery
Exp = Expedited
* Pooled IM - Pooled Intermodal
Owned !M = Owned Intermodal
Figure 13. Fleet Characterization Screen - Operations & Body Type Tab
After you have filled out the Fleet Organization tab, you will see all of your fleets listed
on the Operations & Body Type tab. This tab allows you to categorize your fleets. As
you can see, there are multiple ways to define a fleet. You must define a fleet as one of
three fleet types:
• Private
• Dedicated
• For-Hire
For each fleet, use the Fleet Type drop-down in the second column to select the
appropriate fleet type.
21
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Remember to create separate models for each fleet your customers have discretion
to hire.
Example: You have a for-hire fleet, but you maintain specific contracts with a
company, making part of your fleet essentially dedicated. As such, you can delineate
the mileage and fuel use for the for-hire portion of your fleet, as well as the dedicated
portion. According to your records, the dedicated fleet accounts for 30% of your total
mileage. Therefore you should construct a fleet model for your for-hire fleet, and label
it as such. You should then create a separate model for your dedicated fleet and
label it accordingly.
Next, for each fleet fill out the Operation Category (%) information by indicating the
percentage of operation on a mileage basis. Operational categories include:
• Truckload (TL)
• Less-than-truckload (LTL)
• Drayage (Dray)
• Pickup/delivery (PD)
• Expedited (Exp)
Enter the percent of each operational type based on approximate mileage. This
percentage calculation does not need to be exact but should be reasonably reflective of
your fleet. Again, define your fleets based on the ability of your customers to choose
them. If customers can choose to hire your TL fleet, or your LTL fleet, or your dray fleet,
then create separate models for each fleet. The percentages for each fleet must sum to
100%.
Next, fill out the Body Type fields, indicating the percentage by body type for each fleet.
Body Type categories include:
• Dry van
• Refrigerated (Reefer)
• Flatbed
• Bulk/dry
• Tanker
• Auto carrier
• Heavy haul
• Pooled Intermodal (IM) chassis
• Owned Intermodal (IM) chassis
The percentages specified can be approximate, based on mileage. These percentages
do not need to be exact but should be reasonably reflective of your fleet. Again, define
your fleets based on the ability of your customers to choose them. If customers can
choose to hire your dry van fleet, or your reefer fleet, or your flatbed fleet, then create
separate model runs for each fleet. The percentages for each fleet must sum to 100%.
22
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As on the other tabs there is a HELP button as well as an ADD/VIEW COMMENTS
button. Clicking HOME will take you back to the Home screen.
Once you are sure your information is input correctly, click NEXT or click on the Create
Models tab at the top. A new screen will appear that will prompt you to click a reminder
box to proceed. You will also see an area to name each of your models.
3.2.3. Fleet Characterization: Create Models Tab
You are now ready to set up blank models into which you will enter all of your information. Please click the checkbox below
indicating that you understand that this set-up process cannot be undone - if you decide later to add, change, or modify your
fleet definitions, you wifl need to start from the beginning. After you click the check box, specify a unique name for each model,
and then click 'OK'. The model name(s) will then appear on the home screen so you can begin entering details for each fleet.
£7 You may only create models once per year, Please make sure your models are the way you want Co report them, If you change your mind, you will
either need to start over and lose any data you entered, or wait until next year to change your models,
Company /Division Name
Example Trucking Fleet A
Refrigerated Fleet
Example Trucking Fleet B
All Other Trucks!
Figure 14. Fleet Characterization Screen - Create Models Tab
The Create Models tab allows you to create the model shells that you populate with
your data later. This step is irreversible. Make certain that you have specified all of your
fleets, since you will not be able to add any new fleets once the model shells have been
created.
You may then click the CREATE MODEL(S) button. At this point another warning will
appear, asking you if you have input all the models you need for the year.
23
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Prior to generating the model shells, the system will automatically save your data and
also create a backup copy of your file that contains a suffix of "Phase2". If you end up
needing to add a fleet later on, you can return to this backup copy. Unfortunately, this
backup will not contain any information you may have entered beyond this point, but
it will contain everything you've entered thus far in the process. Saving files after this
point will create a backup copy with the suffix "PhaseS".
SmartWay: Fleet Characterization
(**K»S^*^»fe«^^%1.4«™^**fe'.S^^^&f
Fleet Organization
Operations & Body Type
You are now ready to set up blank models into which you will enter alt of your Information. Please click the checkbox below
indicating that you understand that this set-up process cannot be undone — if you decide later to add, change, or modify your
fleet definitions, you will need to start from the beginning. After you click the check box, specify a unique name for each model,
and then click 'OK1. The model name(s) will then appear on the home screen so you can begin entering details for each fleet.
ty You may oniy create models once per year, Please make sure your models are the way you want to report them, If you change your mind, you will
either need to start over and lose any data you entered^ or wait until next year to change your models,
Company/Division Name
Example Trucking Fleet A
Example Trucking Fleet B
Refrigerated Fleet
1 |" All Other Trucks!
Figure 15. Fleet Categorization Screen - Create Models Tab
Point Of No Return: Once you click OK on the Create Models tab the software
will create model shells (empty models) for you to complete. At this point, you
will not be able to add any new fleets, so make sure all your fleets are included
before clicking the CREATE MODEL(S) button!
A message indicating that you have successfully created your models for the reporting
year will appear. Click OK to proceed. You will then be returned to the Home screen.
24
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Zoom In
Welcome to the SmartWay Transport Model for Truck Carriers
Use the blue links below to navigate the model. For more information, press the 'Help' button.
1. Enter Company and Contact Information and Reporting Year
act information _ .
'••" Baseline _U
C" Update
2008
Identify your reporting year: ?
7.. Define your Model Fleets
Fleet Characterization
3. Select Fleet for Data Entry or Modification
2008 Refrigerated Fleet - Not Checked
2008 All Other Trucks - Not Checked
4. View Fleet Performance Summary
View Fleet Performance Summary
5. Exchange your models with SmartWay
Submit completed rnodelfs) to EPA
Show Report of All Comments
Approve rnodelfs i
Figure 16. Home Screen - after completing Fleet Characterization process
On the Home screen, you will now see all the model shells you created listed in the
window below item # 3: Select Fleet for Data Entry or Modification. There will be a
status message after each model name. This indicates whether or not your model is
complete. The following information may appear beside a model name:
• Incomplete: This indicates that some data is still missing and/or
inconsistent.
25
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• Not checked: This indicates that validation of the data for error checking
has not been conducted.
• Complete: This indicates that all data requirements have been met and
validation has occurred.
To add data to a particular model, highlight the model name and then click View or
change the selected model, or simply double-click on the name of the model. You will
proceed to the Model Data Entry Page. You will start on the General Info tab.
3.3. Data Entry or Modification
3.3.1. Data Entry: General Info Tab
Please enter general Information for this fleet.
1. Specify short vs. long-haul split: _lJ
Short Haul |~jjj %
Long Haul j 100 %
2. Specify the percentage of equipment that your company:
5. Specify numbers of SmartWay Trucks and Trailers:
Smart Way Trucks: [~^j
SmartWay Trailers: j 2o
6. Additional notes regarding fleet:
Owns
Leases
Subcontracts
3. Fuel types found in this fleet: (check all that apply)
I* Diesel / Biodiesel
T Gasoline / Ethanol
r LPG
T LNG
T CNG
4. Particulate Matter Reduction*
M PM Reduction
* Check this box if you employ particulate
matter reduction technologies for trucks with
diesel engines that were built in 2006 or earlier.
Zoom In
At any time during the data entry process, you can validate
iodel, You will receive a list of any errors or omissions within your model.
Figure 17. Model Data Entry Screen - General Info Tab
1. Specify your long-haul vs. short-haul split: Specify by using percentages.
Inputting a value in one cell automatically populates the other cell to add up to
100. Long haul is defined as any haul in excess of 200 miles.
2. Specify the percentage of equipment that your company
Owns/Leases/Subcontracts: Specify your level of control over equipment by
supplying the percentage of your fleet that your company owns, leases, or
subcontracts (routing under your control).
3. Fuel types found in this fleet: Check the boxes of fuel types you use. Once you
check these boxes, the appropriate fuel type tab (along the top of the screen next
26
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to the General Info tab) will become active. If you click the Diesel/Biodiesel box,
the grayed-out Part 4: Participate Matter Reduction section will become active.
4. Particulate Matter Reduction: Check this box only if you have truck engines
that are 2006 model year or earlier and are equipped with diesel retrofit
particulate matter control devices (e.g., oxidation catalysts, particulate filters, or
closed crankcase ventilation). Later in the model you will be able to provide
information to calculate the PM reduction associated with these technologies.
5. Specify number of SmartWav Trucks and Trailers: Record the number of
SmartWay certified trucks and trailers in your fleet.
6. Additional notes regarding fleet: This box allows you to record additional
information regarding this fleet. Storing information about the sources of data or
methodologies will be useful here, especially for next year's update.
You can click on validate your model to make sure you have filled out everything on
this tab properly. Any data entry gaps or inconsistencies will be identified by the
software. However, note that you will receive additional validation errors unless you
have completed data entry for all screens.
Click HOME or click on the Diesel Vehicles tab to proceed to the next step.
3.3.2. Data Entry: Diesel Vehicles Tab
3.3.2.a. Model Year & Class Sub-tab
Under each fuel-type tab (Diesel, Gasoline, LPG, LNG, CNG), there are two sub-tabs
with data you must provide: the Model Year & Class sub-tab, and the Activity
Information sub-tab. A third sub-tab, PM Reduction, will appear if you checked the
Particulate Matter Reduction box on the previous screen.
27
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Please check the applicable classes in your fleet and enter the number of trucks by class and engine model year.
Note: Use engine model year, NOT vehicle model year.
Diesel
Total
Trucks
" 2B r 3
r s re r 7 r SA
Zoom In
At any time during the data entry process, you can vain jt
I You will receive a list of any errors or omissions within your model,
Figure 18. Data Entry Screen - Diesel Vehicles Tab / Model Year & Class Sub-tab
Start by clicking the boxes at the top for each of the Truck Classes you operate in this
fleet (i.e., 2B, 3, 4, 5, 6, 7, 8A, 8B). When a Truck Class box has been checked the data
column will activate. Input the number of vehicles you have by class and model year
and confirm the totals add up.
Tip: If you have only one class of vehicle, be sure to check the Truck Class box first.
Inputting your data in the "Total" column will automatically copy over to the truck
class column.
Notice that you can click on the validate your model link on this page as well. The
software will make sure you have filled out everything properly on this tab. However,
note that you will receive additional validation errors unless you have completed data
entry for all screens.
An example validation check results screen is provided in Figure 19. In this case two
data entry errors were identified for correction. The blue links at the bottom provide
additional information for updating data.
28
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Diesel Vehicles Gasoline Vehicles LPG Vehicles
Model Year 81 Class | Activity Information
Please check the applicable classes in your fleet and enter the number of trucks by class and engine model year.
Note: Use engine model year, NOT vehicle model year.
Diesel
Total
Trucks
Totals:
OHO
2t
21
2C
The following errors must be corrected before you can submit your model:
j [Diesel] Model Year & Class: In the Totals row, the total number of truda (100) does not match the sum of
20 the truck class counts (10).
X > [Diesel] Model Vear & Class: For Truck Class 8A, the total number of trucks (10) does not match the sum of
the model year counts (100),
Zoom In
At any time during th
The current status of this model is: Incomplete (Errors).
,shi cant I make corrections^
7 - Src* my errors as a sgreadshuur
Figure 19. Validation Check - Example Results Screen
There is also an ADD/VIEW COMMENTS and a HELP button at the bottom of the page.
Click HOME or simply click on the Activity Information sub-tab at top to proceed to the
next section.
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3.3.2.b. Activity Information Sub-Tab
General Info Diesel Vehicles Gasoline Vehicles LPG Vehicles
CNG Vehicles
Model Year & Class
Activity Information
PM Reduction
Enter total annual figures in the "Annual Amount" column, and enter the source of your data in the "Data Source" column.
For the "By Truck Class" columns, select the appropriate Truck Class Allocation before entering your data for each class. Note that only those
classes you selected on the "Model Vear & Class" tab appear here.
Diesel
Diesel Used (Gal,) •?
Biodiesel Used (Gal.)
Total Miles Driven
Revenue Miles Driven
Empty Miles
Average Payload ?
% Cube Utilization _7J
% Urban Drive Cycle
Average 5peed (Urban)
Average Speed (Highway)
Average Idle Hours Per Truck J?j I500
Fleet Totals
Annual Amount
Truck Class
Allocation
[Default _3 \ 19,36
AvgCuFt |4,200
% 190
40,000
4,000
480,000
400,000
19.36
4,200
At any time during the data entry process, you can v
You will receive a list of any errors or omissions within your model,
Figure 20. Data Entry Screen - Diesel Vehicles Tab /Activity Information Sub-tab
The fuel type written in red text at the top left-hand corner of this input page indicates
the fuel type for which you are entering data. Enter data for each fuel type you use
within your fleet under separate tabs:
• Diesel and Biodiesel are entered under the same tab.
• Gasoline and ethanol are entered under the same tab.
• LPG, LNG, and CNG are each entered under separate tabs.
If you specified on the General Info tab (Figure 17) that you operate vehicles of more
than one fuel type, then you will need to input data on the next fuel type tab. For
instance, if you operate gasoline vehicles click on that Gasoline Vehicles tab on the
main tab bar to enter your data.
Alert! Pay careful attention that you input data under the appropriate fuel tab!
Under each fuel type tab's Activity Information sub-tab, you will see two main sections
to input data: a green Fleet Totals section and a blue By Truck Class section. You
must input annual data for your total fleet, and for each truck class, as appropriate.
30
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For each of the Fleet Totals "Annual Amounts," you will see a drop-down menu labeled
"Data Source." Using the drop-down menu, identify the source of your data, including if
it is also being submitted to other Federal agencies. EPA is collecting this information
about data sources as a way of validating data and defending the accuracy of data
inputs.
The six data sources include:
• As reported to the Internal Revenue Service (IRS)
• As reported to the Department of Transportation (DOT)
• Downloaded from an onboard data logger
• Internal company records
• Personal estimation
• Source unknown
If you cannot break out your data by truck class, the model provides options for
estimating these values. For some data fields within the By Truck Class section, you
will see a drop-down menu labeled Truck Class Allocation. Using this drop-down menu,
identify how you are allocating your total annual data by truck class. For some data
fields, there may be only one method.
Allocation options include:
• Direct Input (actual data you collect for each class)
• Class mpg
• Percent of fleet total
• Default
• Percent
• Tons
• Average cubic feet
The preferred option is by Direct Input, using data you track by class. However, if this
data is unavailable to you, one of the alternative methods may help you estimate your
class totals. If at all possible, please use the direct input method.
Definitions of Data Fields (For the following fields, you must input the Total Annual
Amount, Data Source, Truck Class Allocation, and per class annual data):
Diesel Used: Input all diesel gallons used for the reporting year, including all
biodiesel.
Biodiesel Used: Input the actual gallons of pure biodiesel used for the reporting
year. If you use blended fuel such as B2, B10 or any other blend, you will have to
calculate the actual amount of biodiesel used. This is a simple calculation. For
example, B10 is composed of 10% biodiesel and 90% regular diesel. if you use
1,000 gallons of B10, multiply 1000 gallons x . 10 which will equal 100 gallons.
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Enter 100 gallons in the biodiesel column. If you use 1,000 gallons of B2, input
20 gallons (1000 gallons x .02)
Total Miles Driven: Enter the total miles traveled by your fleet for any purpose for
the reporting year. Fuel usage and mileage data will be used to determine the
primary truck efficiency metric grams per mile. Shippers will be notified that in
most cases "gram per mile" will be the preferred comparison metric for truck
operations.
Revenue Miles Driven: Enter the total miles your fleet travelled that were charged
to customers for the reporting year.
Empty Miles: Enter the total number of empty miles driven for the reporting year.
Average Payload: Input your average payload per truck in tons (2,000 Ibs.) for
each truck class. Then average payload across all truck classes will be
calculated and displayed under the Annual Amount column. If you do not have
payload estimates available by truck class, you may select Default Numbers by
Class from the drop-down menu, which will auto-populate the fields with average
payload data based on the 2002 Vehicle Inventory and Use Survey (VIUS).
Average Capacity Volume: Input the average cubic carrying capacity per truck for
each truck class. Clicking on the blue link will take you to an optional calculation
worksheet that can be used for class 7, 8A, and 8B vehicles (non-flatbed). (For
flatbeds, make your best estimate of capacity volume). By entering the trailer
size information, the sheet will generate an average volume number for the
specified truck class. You can estimate based on number of truckloads or by
percent usage. Once complete for all truck classes selected, average capacity
volume across all truck classes will be calculated and displayed under the Annual
Amount column.
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SmartWay Average Capacity Volume Worksheet
This worksheet will assist you in estimating the average capacity volume of your fleet. After entering
your data in the fields below, click "OK" to transfer the estimated volume into the main form. You
may then modify the data directly on the main form, if required.
Please select the truck class for which you wish to estimate average capacity volume:
Please specify your reporting basis:
<~ Number of TruckJoads/Year
Percent Usage
Trailers
Containers
Other Trailers
28 foot
40 foot
42 foot
45 foot
48 foot
53 foot
57 foot
28+28
40+28
40+40
48+48
28+28+28
Zoom In
20 foot
40 foot
100
Bulk Carriers
Large (42'x 8.5'xl 1,5')
Medium (32'x 8'x 11')
Small (22' x 8' x 10.25')
Cubic Feet per Truck
Number/Percent
Estimated Average
Capacity Volume (cu ft):
Liquid Tankers
Large (7500+ gallons)
Medium (3001-7499)
Small (3000 Sounder)
Figure 21. Average Capacity Volume Worksheet
% Cube Utilization: Input your cube utilization percentage by truck class. For
flatbed trailers, make your best estimate based on the percent of total surface
area utilized. Then the average % utilization across all truck classes will be
calculated and displayed under the Annual Amount column.
% Urban Drive Cycle: Input your best estimate for the percentage of total miles
spent driving in urban conditions (e.g., with frequent starts and stops on local
and/or arterial roads, as opposed to predominantly highway operation).
Average Speed (Urban): Choose the category that best defines your fleet's urban
driving patterns. You may choose "Above 30 mph" or "Less than 30 mph."
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Average Speed (Highway): Choose between the average speed bands. The
speeds choices are in 10 mph bands from <20 to 60+.
Average Idle Hours Per Truck: Input the average hours per year that your trucks
idle. This value should be expressed in "hours per year per truck".
You can click validate your model to make sure you have filled out everything properly
on this tab. However, note that you will receive additional validation errors unless you
have completed data entry for all screens.
After completion, if you are using PM reduction equipment click on the PM Reduction
Sub-tab at the top to proceed to the next section (3.3.2.C). If you have finished inputting
data for all of your fuel types, click the HOME button to return to the Home Screen and
proceed to Section 3.4 (Page 34) of this guide.
An ADD/VIEW COMMENTS button and a HELP button are located at the bottom of the
screen if needed.
Remember! You must complete the Model Year & Class and Activity Information
sub-tabs for each of the fuel types you operate. Do NOT move on to Section 3.4 if
you have not completed the data input for each of your fuel types!
3.3.2.C. Diesel Vehicles Tab: PM Reduction Sub-Tab
The PM Reduction sub-tab is for fleets that have installed retrofit equipment on pre-
2007 engines. Click the button to identify the type of device, and then enter the number
of trucks (including total values) equipped with the device. To input data for multiple
devices, click a new device after completing input for the initial device, and fill out the
new blank fields that appear.
34
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Please enter the number of trucks in this fleet by class and engine (not vehicle) model year for which you are
using each of the PM retrofit control strategies listed below.
•
Diesel Oxidation
Catalyst (DOC)
Diesel Oxidation Catalyst (DOC)
r Closed Crankcase Ventilation (CCV)
'" Paniculate Matter Trap
Tola!
Trucks
Totals:
2006
Zoom In
At any time during the data entry process, you can vdi :!-,!>
I You will receive a list of any errors or omissions within your model,
Figure 22. Data Entry Screen - Diesel Vehicles Tab / Particulate Matter Reduction
Sub-tab
You can click on validate your model to make sure you have filled out everything
properly on this tab. However, note that you will receive additional validation errors
unless you have completed data entry for all screens.
An ADDA/IEW COMMENTS button and a HELP button are located at the bottom of the
screen if needed. Click the HOME button to return to the Home Screen.
3.4. View Fleet Performance Summary
You have now returned to the Home Screen. Notice that the model that you filled out
and validated now identifies its status as "- Complete." You may now highlight the next
model if you have another one to complete. In this example, the "2008 expedited
division" model remains to be finished. Fill out unfinished models in the same manner
as the previous model. Once each model is completed and appears as "- Complete" in
the status box, you may proceed to the next step.
35
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Zoom In
Welcome to the SmartWay Transport Model for Truck Carriers
Use the blue links below to navigate the model. For more information, press the 'Help' button.
1. Enter Company and Contact Information and Reporting Year
act information _ .
'••" Baseline _U
C" Update
2008
Identify your reporting year: ?
7.. Define your Model Fleets
Fleet Characterization
3. Select Fleet for Data Entry or Modification
2008 Refrigerated Fleet - Complete
2008 All Other Trucks - Not Checked
4. View Fleet Performance Summary
View Fleet Performance Summary
5. Exchange your models with SmartWay
Submit completed rnodelfs) to EPA
Show Report of All Comments
Approve rnodelfs i
Figure 23. Home Screen - after completing the Data Entry/Modification process
for first model
Once you have filled out information for all your fleets, be sure that all models show "-
Complete" beside the model name. If and only if all models are marked as "Complete,"
you can move on to the next step. If one or more models are not marked as "Complete",
review the data you entered for errors or omissions.
Once you are ready to continue, click View Fleet Performance Summary.
36
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The following screen will appear after clicking View Fleet Performance Summary on
the Home Screen.
View Fleet Performance Summary
Identify the reporting year you want to view:
2008
Please select the type of summary report you would like to review.
Display Internal Metrics
The Internal Metrics Report estimates the C.O2, NOx, and PM emissions for your
fleets. You can view these estimates based on truck class, fuel type, or division.
View Fleet Characterization
This report shows all the data you entered in the Fleet Characterization section.
View General Fleet Information
This report shows all the data you entered in the General Information section.
View Fleet Summary (Master Report)
Fleet Summary Master combines the two reports above into a single report.
View Input Summary
The Input Summary Report summarizes all of the data you entered in the Activity
Information section.
Compare your Fleet with other SmartWav Partners
This report will allow you to compare your performance to aggregate data for all
Smart Way Partners. {This report is not yet available.}
Zoom In
Figure 24. View Fleet Performance Summary Screen
Clicking any of the blue links will display the indicated data (except Compare your
Fleet with other SmartWav Partners, which is not functional yet). If you click Display
Internal Metrics you will be asked to specify the level of detail/aggregation you wish to
display, and the performance metrics of interest. You will also have the option to graph
your data, as shown in Figure 25.
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View Fleet Performance Summary
Select the level of detail you wish to display
'• Display only bobals
<~ Display details for each Company / Division
<~ Display details for each Truck Class
'•* ipispjay details for each Company / Division and Truck Class combination j
<~ Display details for each fuel type
Select reporting options
!• Include a graph of the data*
Select values to display in the graph:
(•" g/mile
f" g/avg payload ton-mile
f" g/avg cubic foot
'• g/avg utilized cubic foot
* - The graph feature may not work with Excel 2007,
Zoom In
Figure 25. View Fleet Performance Summary - Report Detail Selection
Clicking on any of the summary report types will take you to a screen allowing you to
preview and print your reports. Figure 26 shows one of many sample reports that the
model can generate for you. These reports will prove useful for your company's
diagnostic and improvement efforts.
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E'le Edit View insert Format Tools Data Window Help
A2 ^ f* Internal Metrics
[internal Metrics
IJRepQHYeaf 200S
Septtabei 3. 20Q3
RjtteMe Mile?
The report you requested appears behind this window,
To move this window, click and drag the blue bar above,
To return to the report menu, click Close Report,
To print this report, click Print Preview,
Clo^e F eport
Gr»: pe
Avenge
Mile
0.1216 0.0063
CO2 - Grams per Mile
w \lnternalMetrics /
NOi - Grams per Mile
PM - Grams per Mile
Figure 26. Example of Completed Report
3.5. Exchanging your models with SmartWay
Congratulations! You are now ready to send your models to EPA.
Click the Submit completed models to EPA link, which will create a file with the
following naming convention:
CompanyName_Type_Year_Truck_2.0.VO.xls
where CompanyName is the first 14 characters of your company's name, Type
indicates whether you are submitting baseline or updated models, and Year indicates
the year for which you are submitting your data.
The system will display a message indicating the name and location of the newly
created file. You will need to locate the file and attach it in an e-mail to your
Partner Account Manager (RAM).
NOTE: DO NOT ZIP the File. Send it to EPA as a normal file attached in an e-mail.
EPA security will not allow zipped files through the EPA firewall.
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If you have any comments on the model and/or User Guide, please submit these with
your model in a separate document.
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